13F 机构持仓

Kestra Advisory Services, LLC

AUSTIN TX · SEC CIK 0001830819

2026Q22026Q1 更早 9 个季度 🔒
$264.25亿2026Q1 申报市值
3,116持仓数
17.1%前十大占比 · 第一大 3.0%
92 / 1341新建仓 / 清仓
申报市值走势$309.95亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.0%
PH 2.0%
NVDA 2.0%
IVV 1.9%
QQQ 1.8%
MSFT 1.5%
SPY 1.4%
AMZN 1.3%
VOO 1.1%
VUG 1.0%

2026Q1 买入最多 按季末市值估算

AAPL 加仓+$8,287.08万
QQQ 加仓+$8,246.98万
SGOV 加仓+$5,414.02万
VTI 加仓+$5,379.82万
VISN 加仓+$5,345.70万

2026Q1 卖出最多 按季末市值估算

QUAL 减仓-$5,451.49万
BUFR 减仓-$2,412.60万
PH 减仓-$1,424.69万
JCPB 减仓-$1,157.57万
FTGS 减仓-$1,074.90万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
PSC PRINCIPAL EXCHANGE TRADED FD $387.37万0.01%67,575 55,902478.9% $320.46万 加仓
GL GLOBE LIFE INC $387.61万0.01%27,852 620.2% $8,628 加仓
FLTR VANECK ETF TRUST $387.96万0.01%152,260 14,89710.8% $37.96万 加仓
BKNG BOOKING HOLDINGS INC $388.97万0.01%924 -25-2.6% -$10.52万 减仓
TFLR T ROWE PRICE ETF INC $390.32万0.01%77,507 37,00291.4% $186.34万 加仓
VRIG INVESCO ACTIVELY MANAGED EXC $390.66万0.01%156,044 6,6714.5% $16.70万 加仓
RY ROYAL BK CDA $391.67万0.01%24,210 1,4896.6% $24.09万 加仓
INTF ISHARES TR $391.89万0.01%100,587 13,60315.6% $53.00万 加仓
COKE COCA COLA CONS INC $392.58万0.01%20,475 2191.1% $4.20万 加仓
— BANK AMERICA CORP $393.33万0.01%3,301 -51-1.5% -$6.08万 减仓
CLOZ SERIES PORTFOLIOS TR $393.35万0.01%153,353 -61,823-28.7% -$158.58万 减仓
FDRR FIDELITY COVINGTON TRUST $393.64万0.01%66,941 16,21732.0% $95.36万 加仓
MDLZ MONDELEZ INTL INC $395.24万0.01%68,571 -17,907-20.7% -$103.22万 减仓
BBAG J P MORGAN EXCHANGE TRADED F $395.36万0.01%85,651 -6,847-7.4% -$31.61万 减仓
SII SPROTT INC $395.40万0.01%27,670 -1,708-5.8% -$24.41万 减仓
CORO BLACKROCK ETF TRUST $396.22万0.01%123,230 123,230— $396.22万 新建仓
— INVESCO EXCH TRD SLF IDX FD $396.32万0.01%155,917 7,4415.0% $18.91万 加仓
COR CENCORA INC $396.85万0.02%12,633 -2,390-15.9% -$75.08万 减仓
HYMB SPDR SERIES TRUST $397.78万0.02%160,395 81,586103.5% $202.33万 加仓
— INNOVATOR ETFS TRUST $398.84万0.02%104,299 13,26014.6% $50.71万 加仓
AU ANGLOGOLD ASHANTI PLC $400.95万0.02%41,182 -3,338-7.5% -$32.50万 减仓
IFRA ISHARES TR $402.13万0.02%70,302 16,65231.0% $95.25万 加仓
— INNOVATOR ETFS TRUST $404.69万0.02%104,655 -1,392-1.3% -$5.38万 减仓
SUN SUNOCO LP/SUNOCO FIN CORP $405.14万0.02%62,358 44,563250.4% $289.53万 加仓
BTC GRAYSCALE BITCOIN MINI TR ET $405.25万0.02%135,127 25,57423.3% $76.70万 加仓
GARP ISHARES TR $405.80万0.02%63,437 27,13074.7% $173.55万 加仓
QSPT FIRST TR EXCHNG TRADED FD VI $407.14万0.02%132,985 53,24966.8% $163.02万 加仓
BKLN INVESCO EXCH TRADED FD TR II $408.49万0.02%200,140 16,3068.9% $33.28万 加仓
AFMC FIRST TR EXCHNG TRADED FD VI $408.69万0.02%115,108 6,7016.2% $23.79万 加仓
LMUB ISHARES TR $409.19万0.02%81,952 81,952— $409.19万 新建仓
— AIM ETF PRODUCTS TRUST $409.52万0.02%149,818 62,97672.5% $172.14万 加仓
USO UNITED STS OIL FD LP $409.80万0.02%32,204 1,0713.4% $13.63万 加仓
HYD VANECK ETF TRUST $410.99万0.02%81,968 7,67710.3% $38.49万 加仓
— BLACKROCK MUNIYIELD MICH QU $411.45万0.02%346,343 4,2911.3% $5.10万 加仓
MAYW AIM ETF PRODUCTS TRUST $412.62万0.02%122,098 12,04510.9% $40.70万 加仓
VOD VODAFONE GROUP PLC $412.75万0.02%274,798 -75,558-21.6% -$113.49万 减仓
SLB SLB LIMITED $413.74万0.02%80,510 8,90312.4% $45.75万 加仓
BILS SPDR SERIES TRUST $413.91万0.02%41,624 -13,196-24.1% -$131.22万 减仓
FLTB FIDELITY MERRIMACK STR TR $414.32万0.02%82,419 -30,801-27.2% -$154.84万 减仓
— VANECK ETF TRUST $414.89万0.02%193,839 142,947280.9% $305.96万 加仓
HGER HARBOR ETF TRUST $416.07万0.02%134,174 118,753770.1% $368.25万 加仓
GNL GLOBAL NET LEASE INC $416.38万0.02%444,854 105,53131.1% $98.78万 加仓
RGLD ROYAL GOLD INC $418.22万0.02%16,433 6724.3% $17.10万 加仓
AVIG AMERICAN CENTY ETF TR $418.93万0.02%100,851 3,9634.1% $16.46万 加仓
DUSB DIMENSIONAL ETF TRUST $421.13万0.02%83,047 -3,121-3.6% -$15.83万 减仓
TROW PRICE T ROWE GROUP INC $421.73万0.02%46,786 4,44810.5% $40.09万 加仓
XYLD GLOBAL X FDS $422.52万0.02%107,977 -2,121-1.9% -$8.30万 减仓
FAPR FIRST TR EXCHNG TRADED FD VI $423.78万0.02%94,370 8,67410.1% $38.95万 加仓
IQLT ISHARES TR $426.38万0.02%92,229 -9,092-9.0% -$42.03万 减仓
FISV FISERV INC $427.39万0.02%76,593 21,36338.7% $119.20万 加仓
CCL CARNIVAL CORP $427.41万0.02%165,152 12,3418.1% $31.94万 加仓
AGGY WISDOMTREE TR $430.14万0.02%98,998 34,50053.5% $149.90万 加仓
DLS WISDOMTREE TR $430.51万0.02%52,823 14,22536.9% $115.93万 加仓
VOLT TEMA ETF TRUST $430.71万0.02%125,791 78,355165.2% $268.29万 加仓
IGF ISHARES TR $430.93万0.02%64,318 -5,383-7.7% -$36.07万 减仓
CGCV CAPITAL GROUP CONSERVATIVE E $431.22万0.02%144,655 98,578213.9% $293.86万 加仓
SJNK SPDR SERIES TRUST $433.14万0.02%173,395 -6,046-3.4% -$15.10万 减仓
RJF RAYMOND JAMES FINL INC $433.42万0.02%29,934 4,57718.1% $66.27万 加仓
PFFA ETFIS SER TR I $434.90万0.02%213,604 9,2964.5% $18.93万 加仓
PYPL PAYPAL HLDGS INC $436.59万0.02%96,528 4880.5% $2.21万 加仓
ARTY ISHARES TR $437.51万0.02%94,027 31,48250.3% $146.49万 加仓
CIEN CIENA CORP $437.57万0.02%11,271 -3,771-25.1% -$146.40万 减仓
BCI ABRDN ETFS $438.27万0.02%180,432 150,374500.3% $365.26万 加仓
SCHJ SCHWAB STRATEGIC TR $438.85万0.02%177,494 -16,967-8.7% -$41.95万 减仓
RWR SPDR SERIES TRUST $439.70万0.02%43,547 2480.6% $2.50万 加仓
IYE ISHARES TR $441.81万0.02%68,213 -7,297-9.7% -$47.26万 减仓
TCHP T ROWE PRICE ETF INC $441.84万0.02%100,010 32,40047.9% $143.14万 加仓
GIS GENERAL MILLS INC $441.99万0.02%118,751 50,19073.2% $186.81万 加仓
ADX ADAMS DIVERSIFIED EQUITY FD $442.18万0.02%202,000 4,7732.4% $10.45万 加仓
— FIRST TR EXCHNG TRADED FD VI $443.29万0.02%178,508 65,72958.3% $163.23万 加仓
IAUM ISHARES GOLD TR $444.02万0.02%95,080 63,349199.6% $295.84万 加仓
— ISHARES TR $445.56万0.02%51,605 33,882191.2% $292.54万 加仓
QMAR FIRST TR EXCHNG TRADED FD VI $445.84万0.02%132,611 86,813189.6% $291.87万 加仓
EQWL INVESCO EXCHANGE TRADED FD T $446.57万0.02%38,751 -73,335-65.4% -$845.11万 减仓
WTPI WISDOMTREE TR $447.01万0.02%140,084 118,387545.6% $377.77万 加仓
AMT AMERICAN TOWER CORP $447.37万0.02%25,923 -3,071-10.6% -$53.00万 减仓
SCHM SCHWAB STRATEGIC TR $447.53万0.02%144,550 -2,762-1.9% -$8.55万 减仓
FBT FIRST TR EXCHANGE-TRADED FD $447.66万0.02%22,291 -7,986-26.4% -$160.38万 减仓
APLD APPLIED DIGITAL CORP $448.83万0.02%189,061 -9,761-4.9% -$23.17万 减仓
WRB BERKLEY W R CORP $449.06万0.02%67,753 -681-1.0% -$4.51万 减仓
SPMO INVESCO EXCH TRADED FD TR II $449.21万0.02%40,069 5,32515.3% $59.70万 加仓
CI THE CIGNA GROUP $449.73万0.02%16,860 1,0296.5% $27.45万 加仓
JMBS JANUS DETROIT STR TR $449.87万0.02%99,574 6,3276.8% $28.59万 加仓
IONQ IONQ INC $449.99万0.02%156,084 -12,805-7.6% -$36.92万 减仓
BUG GLOBAL X FDS $450.08万0.02%179,242 -33,783-15.9% -$84.83万 减仓
VCR VANGUARD WORLD FD $450.39万0.02%12,545 2412.0% $8.65万 加仓
CWI SPDR INDEX SHS FDS $450.87万0.02%123,223 49,24366.6% $180.18万 加仓
NET CLOUDFLARE INC $453.33万0.02%21,970 -4,087-15.7% -$84.33万 减仓
DBA INVESCO DB MULTI-SECTOR COMM $453.40万0.02%165,960 24,78017.6% $67.70万 加仓
VOX VANGUARD WORLD FD $453.76万0.02%25,232 2441.0% $4.39万 加仓
TEL TE CONNECTIVITY PLC $454.72万0.02%21,755 -264-1.2% -$5.52万 减仓
— AIM ETF PRODUCTS TRUST $457.83万0.02%169,755 28,40420.1% $76.61万 加仓
AME AMETEK INC $458.09万0.02%21,370 2461.2% $5.27万 加仓
BSEP INNOVATOR ETFS TRUST $459.72万0.02%95,608 17,09521.8% $82.20万 加仓
FNOV FIRST TR EXCHNG TRADED FD VI $459.88万0.02%86,126 21,12632.5% $112.80万 加仓
MFC MANULIFE FINL CORP $460.06万0.02%133,583 10,3418.4% $35.61万 加仓
GEHC GE HEALTHCARE TECHNOLOGIES I $460.12万0.02%64,641 12,56124.1% $89.41万 加仓
FTSL FIRST TR EXCHANGE-TRADED FD $463.13万0.02%103,378 -14,320-12.2% -$64.15万 减仓
RPG INVESCO EXCHANGE TRADED FD T $463.38万0.02%99,141 7,7378.5% $36.16万 加仓
TAXF AMERICAN CENTY ETF TR $464.34万0.02%92,776 -27,479-22.9% -$137.53万 减仓