Kestra Advisory Services, LLC
AUSTIN TX · SEC CIK 0001830819
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| JPC | NUVEEN PFD & INCOME OPPORTUN | $561.27万 | 0.02% | 744,388 | 87,270 | 13.3% | $65.80万 | 加仓 |
| IMCG | ISHARES TR | $563.37万 | 0.02% | 71,521 | 11,311 | 18.8% | $89.10万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $564.17万 | 0.02% | 56,497 | 4,952 | 9.6% | $49.45万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $567.21万 | 0.02% | 84,836 | 9,566 | 12.7% | $63.96万 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $567.78万 | 0.02% | 187,511 | 4,817 | 2.6% | $14.59万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $569.84万 | 0.02% | 108,893 | -7,091 | -6.1% | -$37.11万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $569.99万 | 0.02% | 331,004 | 128,300 | 63.3% | $220.93万 | 加仓 |
| JULW | AIM ETF PRODUCTS TRUST | $570.11万 | 0.02% | 146,890 | 19,556 | 15.4% | $75.90万 | 加仓 |
| EEMV | ISHARES INC | $571.23万 | 0.02% | 88,248 | 7,920 | 9.9% | $51.27万 | 加仓 |
| ISTB | ISHARES TR | $573.27万 | 0.02% | 118,298 | 11,284 | 10.5% | $54.68万 | 加仓 |
| VICI | VICI PPTYS INC | $574.40万 | 0.02% | 210,249 | 29,913 | 16.6% | $81.72万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $574.83万 | 0.02% | 292,908 | -413 | -0.1% | -$8,105 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $577.51万 | 0.02% | 175,267 | 3,912 | 2.3% | $12.89万 | 加仓 |
| SHLD | GLOBAL X FDS | $579.24万 | 0.02% | 81,768 | 26,484 | 47.9% | $187.61万 | 加仓 |
| MUNI | PIMCO ETF TR | $579.82万 | 0.02% | 111,098 | 4,861 | 4.6% | $25.37万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $584.25万 | 0.02% | 112,826 | 17,488 | 18.3% | $90.56万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $584.89万 | 0.02% | 175,730 | 23,817 | 15.7% | $79.27万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $585.72万 | 0.02% | 125,315 | 31,147 | 33.1% | $145.58万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $587.17万 | 0.02% | 33,628 | 11,960 | 55.2% | $208.83万 | 加仓 |
| JHMB | JOHN HANCOCK EXCHANGE TRADED | $588.87万 | 0.02% | 267,510 | -336,720 | -55.7% | -$741.23万 | 减仓 |
| TLN | TALEN ENERGY CORP | $589.11万 | 0.02% | 18,454 | 210 | 1.2% | $6.70万 | 加仓 |
| CLS | CELESTICA INC | $590.82万 | 0.02% | 20,975 | -16,122 | -43.5% | -$454.12万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $592.65万 | 0.02% | 148,908 | -6,723 | -4.3% | -$26.76万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $594.06万 | 0.02% | 47,351 | 909 | 2.0% | $11.40万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $595.94万 | 0.02% | 108,908 | 26,972 | 32.9% | $147.59万 | 加仓 |
| JNK | SPDR SERIES TRUST | $596.64万 | 0.02% | 62,332 | -55,185 | -47.0% | -$528.23万 | 减仓 |
| DG | DOLLAR GEN CORP | $597.66万 | 0.02% | 50,338 | -6,024 | -10.7% | -$71.52万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $598.99万 | 0.02% | 35,820 | -224 | -0.6% | -$3.75万 | 减仓 |
| EMN | EASTMAN CHEM CO | $599.75万 | 0.02% | 78,584 | 6,906 | 9.6% | $52.71万 | 加仓 |
| SMLF | ISHARES TR | $599.85万 | 0.02% | 79,460 | 20,893 | 35.7% | $157.72万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $600.20万 | 0.02% | 142,161 | 17,364 | 13.9% | $73.31万 | 加仓 |
| SIL | GLOBAL X FDS | $600.41万 | 0.02% | 66,653 | 17,776 | 36.4% | $160.13万 | 加仓 |
| NEM | NEWMONT CORP | $601.00万 | 0.02% | 55,520 | 13,684 | 32.7% | $148.13万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $603.61万 | 0.02% | 119,953 | 20,727 | 20.9% | $104.30万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $603.86万 | 0.02% | 242,418 | 6,106 | 2.6% | $15.21万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $603.97万 | 0.02% | 33,515 | -2,768 | -7.6% | -$49.88万 | 减仓 |
| NVO | NOVO-NORDISK A S | $604.03万 | 0.02% | 164,361 | 17,511 | 11.9% | $64.35万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $604.08万 | 0.02% | 285,616 | 124,159 | 76.9% | $262.60万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $606.91万 | 0.02% | 84,199 | 16,623 | 24.6% | $119.82万 | 加仓 |
| GCC | WISDOMTREE TR | $612.77万 | 0.02% | 255,960 | 17,494 | 7.3% | $41.88万 | 加仓 |
| PSFF | PACER FDS TR | $614.23万 | 0.02% | 191,680 | -50,755 | -20.9% | -$162.64万 | 减仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $614.94万 | 0.02% | 149,657 | 44,161 | 41.9% | $181.46万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $615.85万 | 0.02% | 130,008 | 8,368 | 6.9% | $39.64万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $617.21万 | 0.02% | 56,438 | -15,511 | -21.6% | -$169.63万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $617.37万 | 0.02% | 238,551 | 68,542 | 40.3% | $177.39万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $617.45万 | 0.02% | 39,258 | 5,988 | 18.0% | $94.18万 | 加仓 |
| NKE | NIKE INC | $618.18万 | 0.02% | 117,036 | 9,264 | 8.6% | $48.93万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $618.98万 | 0.02% | 192,109 | 50,227 | 35.4% | $161.83万 | 加仓 |
| EQIX | EQUINIX INC | $619.52万 | 0.02% | 6,320 | -403 | -6.0% | -$39.50万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $621.20万 | 0.02% | 137,131 | -28,480 | -17.2% | -$129.01万 | 减仓 |
| HEFA | ISHARES TR | $621.82万 | 0.02% | 146,329 | -10,438 | -6.7% | -$44.36万 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $622.05万 | 0.02% | 117,813 | 2,521 | 2.2% | $13.31万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $622.61万 | 0.02% | 64,539 | 12,782 | 24.7% | $123.31万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $622.91万 | 0.02% | 13,950 | -481 | -3.3% | -$21.48万 | 减仓 |
| QDPL | PACER FDS TR | $627.32万 | 0.02% | 156,288 | 19,886 | 14.6% | $79.82万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $627.69万 | 0.02% | 362,230 | 12,040 | 3.4% | $20.86万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $630.14万 | 0.02% | 55,120 | 5,043 | 10.1% | $57.65万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $630.24万 | 0.02% | 208,551 | 70,465 | 51.0% | $212.95万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $631.34万 | 0.02% | 182,731 | 11,980 | 7.0% | $41.39万 | 加仓 |
| — | ADVISORSHARES TR | $635.53万 | 0.02% | 98,134 | 1,670 | 1.7% | $10.82万 | 加仓 |
| NLR | VANECK ETF TRUST | $635.79万 | 0.02% | 47,735 | -15,906 | -25.0% | -$211.85万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $639.24万 | 0.02% | 118,083 | 8,009 | 7.3% | $43.36万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $639.38万 | 0.02% | 223,091 | 64,713 | 40.9% | $185.47万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $639.41万 | 0.02% | 69,268 | 4,631 | 7.2% | $42.75万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $640.57万 | 0.02% | 58,779 | -14,739 | -20.0% | -$160.63万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $643.28万 | 0.02% | 189,088 | 17,664 | 10.3% | $60.09万 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $646.92万 | 0.02% | 90,587 | 61,527 | 211.7% | $439.39万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $649.39万 | 0.02% | 31,993 | 2,501 | 8.5% | $50.77万 | 加仓 |
| UL | UNILEVER PLC | $649.48万 | 0.02% | 114,004 | 3,705 | 3.4% | $21.11万 | 加仓 |
| ARKK | ARK ETF TR | $651.12万 | 0.02% | 96,333 | 11,577 | 13.7% | $78.25万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $651.64万 | 0.02% | 49,762 | 1,450 | 3.0% | $18.99万 | 加仓 |
| BAUG | INNOVATOR ETFS TRUST | $651.82万 | 0.02% | 133,439 | 57,205 | 75.0% | $279.43万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $652.04万 | 0.02% | 144,066 | 8,364 | 6.2% | $37.86万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $652.55万 | 0.02% | 49,809 | -209 | -0.4% | -$2.74万 | 减仓 |
| — | WISDOMTREE TR | $653.19万 | 0.02% | 197,280 | -29,901 | -13.2% | -$99.00万 | 减仓 |
| XOP | SPDR SERIES TRUST | $654.20万 | 0.02% | 35,978 | 24,821 | 222.5% | $451.33万 | 加仓 |
| FDEM | FIDELITY COVINGTON TRUST | $656.06万 | 0.02% | 207,746 | 19,389 | 10.3% | $61.23万 | 加仓 |
| PFFD | GLOBAL X FDS | $659.28万 | 0.02% | 358,305 | -18,857 | -5.0% | -$34.70万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $659.76万 | 0.02% | 122,701 | -6,266 | -4.9% | -$33.69万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $661.29万 | 0.03% | 186,753 | 20,382 | 12.3% | $72.17万 | 加仓 |
| DXJ | WISDOMTREE TR | $664.43万 | 0.03% | 41,899 | -1,472 | -3.4% | -$23.34万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $665.29万 | 0.03% | 152,623 | -13,244 | -8.0% | -$57.73万 | 减仓 |
| DDWM | WISDOMTREE TR | $666.63万 | 0.03% | 151,128 | -20,089 | -11.7% | -$88.61万 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $668.07万 | 0.03% | 160,124 | 56,845 | 55.0% | $237.17万 | 加仓 |
| KGC | KINROSS GOLD CORP | $668.85万 | 0.03% | 219,151 | -11,567 | -5.0% | -$35.30万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $672.16万 | 0.03% | 23,420 | 4,076 | 21.1% | $116.98万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $672.57万 | 0.03% | 135,271 | 5,857 | 4.5% | $29.12万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $672.70万 | 0.03% | 123,138 | 51,769 | 72.5% | $282.81万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $673.49万 | 0.03% | 33,147 | -4,635 | -12.3% | -$94.18万 | 减仓 |
| BALL | BALL CORP | $674.66万 | 0.03% | 114,137 | 920 | 0.8% | $5.44万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $674.77万 | 0.03% | 48,783 | 7,509 | 18.2% | $103.86万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $675.32万 | 0.03% | 149,673 | 39,431 | 35.8% | $177.91万 | 加仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $677.65万 | 0.03% | 171,906 | 7,366 | 4.5% | $29.04万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $678.25万 | 0.03% | 101,580 | 2,434 | 2.5% | $16.25万 | 加仓 |
| IGIB | ISHARES TR | $679.95万 | 0.03% | 127,763 | 19,662 | 18.2% | $104.64万 | 加仓 |
| TPSC | TIMOTHY PLAN | $680.49万 | 0.03% | 160,321 | 17,432 | 12.2% | $73.99万 | 加仓 |
| BOTZ | GLOBAL X FDS | $680.99万 | 0.03% | 204,993 | 14,234 | 7.5% | $47.29万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $680.99万 | 0.03% | 175,786 | 10,589 | 6.4% | $41.02万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $685.21万 | 0.03% | 34,643 | -674 | -1.9% | -$13.33万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $685.64万 | 0.03% | 15,799 | 1,162 | 7.9% | $50.43万 | 加仓 |