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 |
|---|---|---|---|---|---|---|---|---|
| MS | MORGAN STANLEY | $2,401.44万 | 0.09% | 145,922 | 176 | 0.1% | $2.90万 | 加仓 |
| LOW | LOWES COS INC | $2,404.48万 | 0.09% | 101,764 | 7,054 | 7.4% | $166.67万 | 加仓 |
| FRDM | EA SERIES TRUST | $2,418.43万 | 0.09% | 442,531 | 69,312 | 18.6% | $378.79万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $2,426.43万 | 0.09% | 866,581 | 132,485 | 18.0% | $370.96万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,429.62万 | 0.09% | 715,224 | 39,340 | 5.8% | $133.64万 | 加仓 |
| IBDS | ISHARES TR | $2,433.61万 | 0.09% | 1,003,964 | 201,891 | 25.2% | $489.38万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,438.78万 | 0.09% | 625,970 | 65,401 | 11.7% | $254.80万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $2,458.62万 | 0.09% | 497,998 | 98,884 | 24.8% | $488.19万 | 加仓 |
| DHS | WISDOMTREE TR | $2,458.93万 | 0.09% | 225,135 | 108,569 | 93.1% | $1,185.79万 | 加仓 |
| DIS | DISNEY WALT CO | $2,476.05万 | 0.09% | 256,905 | 15,383 | 6.4% | $148.26万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,476.26万 | 0.09% | 811,887 | 203,910 | 33.5% | $621.93万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $2,482.70万 | 0.09% | 150,158 | 4,562 | 3.1% | $75.43万 | 加仓 |
| IWS | ISHARES TR | $2,494.05万 | 0.09% | 171,130 | 12,410 | 7.8% | $180.86万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $2,496.77万 | 0.09% | 558,311 | 70,166 | 14.4% | $313.78万 | 加仓 |
| IWY | ISHARES TR | $2,500.92万 | 0.09% | 100,503 | 6,037 | 6.4% | $150.23万 | 加仓 |
| IBDR | ISHARES TR | $2,503.15万 | 0.09% | 1,032,655 | 181,111 | 21.3% | $439.01万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,508.48万 | 0.09% | 532,813 | -245,872 | -31.6% | -$1,157.57万 | 减仓 |
| DVY | ISHARES TR | $2,512.18万 | 0.10% | 165,919 | 48,896 | 41.8% | $740.33万 | 加仓 |
| MTUM | ISHARES TR | $2,514.78万 | 0.10% | 104,787 | -1,062 | -1.0% | -$25.49万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2,521.58万 | 0.10% | 157,284 | 15,212 | 10.7% | $243.88万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $2,524.98万 | 0.10% | 402,837 | 72,289 | 21.9% | $453.11万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,529.61万 | 0.10% | 711,963 | 77,692 | 12.2% | $276.04万 | 加仓 |
| IWP | ISHARES TR | $2,529.63万 | 0.10% | 197,442 | 8,181 | 4.3% | $104.81万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $2,547.25万 | 0.10% | 153,727 | 88,795 | 136.8% | $1,471.33万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2,567.47万 | 0.10% | 486,448 | 76,961 | 18.8% | $406.20万 | 加仓 |
| SLV | ISHARES SILVER TR | $2,569.96万 | 0.10% | 377,159 | -80,710 | -17.6% | -$549.96万 | 减仓 |
| MGK | VANGUARD WORLD FD | $2,583.64万 | 0.10% | 70,315 | 26,681 | 61.1% | $980.36万 | 加仓 |
| IYH | ISHARES TR | $2,596.31万 | 0.10% | 421,205 | 33,731 | 8.7% | $207.92万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $2,618.10万 | 0.10% | 160,050 | 36,357 | 29.4% | $594.73万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,648.02万 | 0.10% | 67,827 | 13,945 | 25.9% | $544.42万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $2,650.82万 | 0.10% | 485,942 | 14,987 | 3.2% | $81.75万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $2,681.23万 | 0.10% | 913,227 | 14,815 | 1.6% | $43.50万 | 加仓 |
| ET | ENERGY TRANSFER L P | $2,681.74万 | 0.10% | 1,389,504 | 186,651 | 15.5% | $360.24万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $2,685.55万 | 0.10% | 709,712 | -21,941 | -3.0% | -$83.02万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $2,687.69万 | 0.10% | 987,033 | 152,202 | 18.2% | $414.45万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $2,690.32万 | 0.10% | 205,462 | 24,670 | 13.6% | $323.03万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $2,707.01万 | 0.10% | 712,371 | 260,127 | 57.5% | $988.48万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $2,718.80万 | 0.10% | 185,445 | 40,787 | 28.2% | $597.98万 | 加仓 |
| INTC | INTEL CORP | $2,731.49万 | 0.10% | 618,965 | 79,951 | 14.8% | $352.82万 | 加仓 |
| AIQ | GLOBAL X FDS | $2,743.11万 | 0.10% | 587,768 | 30,256 | 5.4% | $141.20万 | 加仓 |
| BOND | PIMCO ETF TR | $2,745.58万 | 0.10% | 297,527 | -52,868 | -15.1% | -$487.87万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,750.62万 | 0.10% | 572,449 | 21,184 | 3.8% | $101.79万 | 加仓 |
| FHI | FEDERATED HERMES INC | $2,754.56万 | 0.10% | 485,727 | 28,278 | 6.2% | $160.36万 | 加仓 |
| HDV | ISHARES TR | $2,780.54万 | 0.11% | 204,873 | 19,389 | 10.5% | $263.15万 | 加仓 |
| GE | GE AEROSPACE | $2,788.70万 | 0.11% | 98,273 | 16,336 | 19.9% | $463.57万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $2,800.82万 | 0.11% | 134,597 | -3,732 | -2.7% | -$77.66万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $2,856.59万 | 0.11% | 1,087,398 | 27,696 | 2.6% | $72.76万 | 加仓 |
| TXN | TEXAS INSTRS INC | $2,862.82万 | 0.11% | 147,461 | 16,301 | 12.4% | $316.47万 | 加仓 |
| BAC | BANK AMERICA CORP | $2,871.42万 | 0.11% | 589,010 | 42,794 | 7.8% | $208.62万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,878.22万 | 0.11% | 989,759 | 18,101 | 1.9% | $52.64万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $2,884.22万 | 0.11% | 95,425 | 4,717 | 5.2% | $142.57万 | 加仓 |
| IWB | ISHARES TR | $2,917.69万 | 0.11% | 81,829 | -12,067 | -12.9% | -$430.26万 | 减仓 |
| SYK | STRYKER CORPORATION | $2,924.53万 | 0.11% | 89,002 | 4,093 | 4.8% | $134.49万 | 加仓 |
| FLCG | FEDERATED HERMES ETF TRUST | $2,927.78万 | 0.11% | 979,209 | 191,570 | 24.3% | $572.78万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $2,936.40万 | 0.11% | 565,454 | 12,325 | 2.2% | $64.00万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $2,984.68万 | 0.11% | 650,398 | 115,778 | 21.7% | $531.31万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $2,991.14万 | 0.11% | 269,036 | 39,005 | 17.0% | $433.66万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $3,000.68万 | 0.11% | 410,265 | 83 | 0.0% | $6,071 | 加仓 |
| ACWX | ISHARES TR | $3,005.84万 | 0.11% | 439,001 | -28,704 | -6.1% | -$196.54万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $3,026.61万 | 0.11% | 164,240 | 17,193 | 11.7% | $316.83万 | 加仓 |
| IWR | ISHARES TR | $3,035.71万 | 0.11% | 312,220 | 58,854 | 23.2% | $572.24万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $3,040.99万 | 0.12% | 838,432 | -43,689 | -5.0% | -$158.46万 | 减仓 |
| ASML | ASML HLDG NV | $3,045.66万 | 0.12% | 23,059 | -576 | -2.4% | -$76.08万 | 减仓 |
| USMV | ISHARES TR | $3,057.34万 | 0.12% | 329,668 | 49,300 | 17.6% | $457.21万 | 加仓 |
| BX | BLACKSTONE INC | $3,074.72万 | 0.12% | 267,390 | 43,399 | 19.4% | $499.05万 | 加仓 |
| SGOL | ETFS GOLD TR | $3,090.68万 | 0.12% | 692,666 | 152,348 | 28.2% | $679.78万 | 加仓 |
| BA | BOEING CO | $3,138.01万 | 0.12% | 157,665 | 11,344 | 7.8% | $225.78万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $3,218.60万 | 0.12% | 1,259,725 | 249,373 | 24.7% | $637.15万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $3,264.42万 | 0.12% | 552,635 | 66,524 | 13.7% | $392.96万 | 加仓 |
| AMGN | AMGEN INC | $3,280.28万 | 0.12% | 93,229 | -1,348 | -1.4% | -$47.43万 | 减仓 |
| CMI | CUMMINS INC | $3,298.50万 | 0.12% | 61,308 | 1,884 | 3.2% | $101.36万 | 加仓 |
| GEV | GE VERNOVA INC | $3,318.58万 | 0.13% | 38,018 | 8,399 | 28.4% | $733.15万 | 加仓 |
| IUSG | ISHARES TR | $3,332.69万 | 0.13% | 214,860 | -9,146 | -4.1% | -$141.86万 | 减仓 |
| EMR | EMERSON ELEC CO | $3,339.00万 | 0.13% | 254,847 | 16,955 | 7.1% | $222.14万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3,348.13万 | 0.13% | 156,704 | 1,454 | 0.9% | $31.07万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $3,366.79万 | 0.13% | 1,141,672 | 61,207 | 5.7% | $180.50万 | 加仓 |
| EFG | ISHARES TR | $3,383.62万 | 0.13% | 303,818 | 56,617 | 22.9% | $630.54万 | 加仓 |
| TLT | ISHARES TR | $3,399.64万 | 0.13% | 392,161 | -20,925 | -5.1% | -$181.40万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $3,422.03万 | 0.13% | 455,118 | 356,849 | 363.1% | $2,683.15万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $3,480.34万 | 0.13% | 1,660,470 | 6,795 | 0.4% | $14.24万 | 加仓 |
| SO | SOUTHERN CO | $3,510.68万 | 0.13% | 363,726 | 21,977 | 6.4% | $212.12万 | 加仓 |
| WM | WASTE MGMT INC DEL | $3,526.37万 | 0.13% | 153,461 | 18,776 | 13.9% | $431.45万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $3,538.94万 | 0.13% | 696,641 | 219,965 | 46.1% | $1,117.42万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $3,568.73万 | 0.14% | 362,749 | 36,017 | 11.0% | $354.34万 | 加仓 |
| EFA | ISHARES TR | $3,572.25万 | 0.14% | 367,781 | 113,516 | 44.6% | $1,102.58万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,577.38万 | 0.14% | 175,853 | 32,815 | 22.9% | $667.56万 | 加仓 |
| PEP | PEPSICO INC | $3,608.37万 | 0.14% | 232,363 | 18,187 | 8.5% | $282.43万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $3,644.65万 | 0.14% | 720,145 | 143,283 | 24.8% | $725.16万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,655.89万 | 0.14% | 135,108 | -4,335 | -3.1% | -$117.30万 | 减仓 |
| SDY | SPDR SERIES TRUST | $3,694.24万 | 0.14% | 253,134 | 33,431 | 15.2% | $487.89万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $3,718.80万 | 0.14% | 400,906 | 16,831 | 4.4% | $156.12万 | 加仓 |
| IEF | ISHARES TR | $3,760.40万 | 0.14% | 394,006 | 29,876 | 8.2% | $285.14万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $3,781.82万 | 0.14% | 75,688 | 1,263 | 1.7% | $63.11万 | 加仓 |
| MO | ALTRIA GROUP INC | $3,790.78万 | 0.14% | 574,447 | 70,180 | 13.9% | $463.12万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $3,816.77万 | 0.14% | 183,454 | 10,516 | 6.1% | $218.79万 | 加仓 |
| IWD | ISHARES TR | $3,831.21万 | 0.14% | 179,305 | -1,241 | -0.7% | -$26.52万 | 减仓 |
| AMAT | APPLIED MATLS INC | $3,867.30万 | 0.15% | 113,148 | 4,369 | 4.0% | $149.33万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,876.00万 | 0.15% | 516,112 | 128,835 | 33.3% | $967.55万 | 加仓 |
| EFV | ISHARES TR | $3,933.25万 | 0.15% | 529,018 | 53,847 | 11.3% | $400.35万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $3,957.00万 | 0.15% | 1,029,931 | 117,740 | 12.9% | $452.36万 | 加仓 |