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 |
|---|---|---|---|---|---|---|---|---|
| MUB | ISHARES TR | $3,969.61万 | 0.15% | 373,962 | 57,042 | 18.0% | $605.50万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $3,992.15万 | 0.15% | 155,125 | 11,870 | 8.3% | $305.47万 | 加仓 |
| WTV | WISDOMTREE TR | $4,025.25万 | 0.15% | 424,918 | 21,426 | 5.3% | $202.97万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $4,061.29万 | 0.15% | 1,665,146 | 81,917 | 5.2% | $199.80万 | 加仓 |
| MRK | MERCK & CO INC | $4,065.94万 | 0.15% | 338,012 | 45,974 | 15.7% | $553.02万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $4,070.24万 | 0.15% | 865,457 | -5,608 | -0.6% | -$26.37万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $4,141.77万 | 0.16% | 68,528 | -1,071 | -1.5% | -$64.73万 | 减仓 |
| LQD | ISHARES TR | $4,192.93万 | 0.16% | 384,708 | -53,086 | -12.1% | -$578.58万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $4,205.18万 | 0.16% | 193,564 | 15,929 | 9.0% | $346.06万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $4,305.52万 | 0.16% | 2,425,646 | 108,076 | 4.7% | $191.83万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $4,332.45万 | 0.16% | 510,241 | 89,794 | 21.4% | $762.44万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $4,403.69万 | 0.17% | 718,149 | -31,376 | -4.2% | -$192.40万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $4,422.65万 | 0.17% | 548,647 | 22,837 | 4.3% | $184.09万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $4,422.87万 | 0.17% | 616,428 | 20,932 | 3.5% | $150.19万 | 加仓 |
| PAVE | GLOBAL X FDS | $4,450.94万 | 0.17% | 875,996 | 126,762 | 16.9% | $644.08万 | 加仓 |
| — | HONEYWELL INTL INC | $4,487.95万 | 0.17% | 198,555 | 28,203 | 16.6% | $637.47万 | 加仓 |
| IEMG | ISHARES INC | $4,527.40万 | 0.17% | 649,089 | 213,056 | 48.9% | $1,486.07万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $4,536.90万 | 0.17% | 761,864 | 44,346 | 6.2% | $264.08万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4,538.58万 | 0.17% | 839,700 | 34,721 | 4.3% | $187.67万 | 加仓 |
| T | AT&T INC | $4,541.44万 | 0.17% | 1,566,553 | 136,583 | 9.6% | $395.95万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $4,559.23万 | 0.17% | 490,873 | -17,429 | -3.4% | -$161.88万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $4,571.90万 | 0.17% | 1,127,751 | 256,509 | 29.4% | $1,039.89万 | 加仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $4,627.60万 | 0.18% | 912,023 | -9,839 | -1.1% | -$49.92万 | 减仓 |
| ORCL | ORACLE CORP | $4,683.47万 | 0.18% | 318,365 | 48,013 | 17.8% | $706.32万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $4,700.61万 | 0.18% | 767,322 | 141,431 | 22.6% | $866.41万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $4,774.45万 | 0.18% | 1,347,193 | 382,603 | 39.7% | $1,355.94万 | 加仓 |
| KO | COCA COLA CO | $4,960.85万 | 0.19% | 652,315 | 57,149 | 9.6% | $434.62万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $5,048.69万 | 0.19% | 595,083 | 91,869 | 18.3% | $779.42万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $5,050.07万 | 0.19% | 868,008 | 423,683 | 95.4% | $2,464.99万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $5,060.16万 | 0.19% | 345,923 | 29,664 | 9.4% | $433.92万 | 加仓 |
| IGSB | ISHARES TR | $5,078.44万 | 0.19% | 966,218 | 671,453 | 227.8% | $3,529.16万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $5,086.28万 | 0.19% | 659,613 | 62,652 | 10.5% | $483.11万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $5,091.16万 | 0.19% | 998,266 | 88,838 | 9.8% | $453.07万 | 加仓 |
| FFLG | FIDELITY COVINGTON TRUST | $5,200.04万 | 0.20% | 1,869,844 | 182,346 | 10.8% | $507.10万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $5,222.83万 | 0.20% | 1,565,128 | 154,213 | 10.9% | $514.61万 | 加仓 |
| IAU | ISHARES GOLD TR | $5,226.21万 | 0.20% | 592,810 | 30,796 | 5.5% | $271.50万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $5,307.84万 | 0.20% | 748,532 | 135,458 | 22.1% | $960.53万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $5,382.59万 | 0.20% | 468,418 | 39,736 | 9.3% | $456.61万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $5,414.59万 | 0.20% | 1,573,552 | 271,207 | 20.8% | $933.22万 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $5,420.88万 | 0.21% | 2,978,504 | 2,937,200 | 7,111.2% | $5,345.70万 | 加仓 |
| MGV | VANGUARD WORLD FD | $5,432.75万 | 0.21% | 374,801 | 32,976 | 9.6% | $477.99万 | 加仓 |
| CSCO | CISCO SYS INC | $5,474.50万 | 0.21% | 705,567 | 25,036 | 3.7% | $194.25万 | 加仓 |
| PFE | PFIZER INC | $5,488.50万 | 0.21% | 1,954,595 | 249,309 | 14.6% | $700.06万 | 加仓 |
| SMH | VANECK ETF TRUST | $5,573.04万 | 0.21% | 145,358 | 65,634 | 82.3% | $2,516.41万 | 加仓 |
| IWM | ISHARES TR | $5,575.41万 | 0.21% | 224,815 | -7,413 | -3.2% | -$183.84万 | 减仓 |
| DGRO | ISHARES TR | $5,597.22万 | 0.21% | 797,552 | 112,186 | 16.4% | $787.32万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $5,687.26万 | 0.22% | 1,517,007 | 727,523 | 92.2% | $2,727.48万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $5,777.04万 | 0.22% | 1,150,804 | 64,168 | 5.9% | $322.12万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $5,779.75万 | 0.22% | 238,449 | 50,896 | 27.1% | $1,233.67万 | 加仓 |
| DE | DEERE & CO | $5,804.33万 | 0.22% | 103,042 | 6,265 | 6.5% | $352.91万 | 加仓 |
| HD | HOME DEPOT INC | $5,883.95万 | 0.22% | 178,903 | 12,405 | 7.5% | $407.99万 | 加仓 |
| ITOT | ISHARES TR | $5,900.29万 | 0.22% | 414,259 | 53,598 | 14.9% | $763.40万 | 加仓 |
| IUSB | ISHARES TR | $5,917.43万 | 0.22% | 1,281,107 | -37,307 | -2.8% | -$172.32万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $5,951.66万 | 0.23% | 1,077,418 | 153,640 | 16.6% | $848.71万 | 加仓 |
| AGG | ISHARES TR | $6,045.66万 | 0.23% | 609,012 | 70,046 | 13.0% | $695.35万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $6,068.81万 | 0.23% | 1,307,934 | 353,534 | 37.0% | $1,640.40万 | 加仓 |
| NFLX | NETFLIX INC. | $6,164.66万 | 0.23% | 641,150 | 65,893 | 11.5% | $633.56万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $6,258.16万 | 0.24% | 263,368 | 10,972 | 4.3% | $260.72万 | 加仓 |
| RTX | RTX CORPORATION | $6,284.75万 | 0.24% | 325,804 | 38,132 | 13.3% | $735.57万 | 加仓 |
| IJH | ISHARES TR | $6,372.13万 | 0.24% | 943,599 | -37,838 | -3.9% | -$255.52万 | 减仓 |
| FQAL | FIDELITY COVINGTON TRUST | $6,532.60万 | 0.25% | 899,808 | 226,425 | 33.6% | $1,643.84万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $6,544.15万 | 0.25% | 1,659,688 | 87,259 | 5.5% | $344.06万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $6,643.43万 | 0.25% | 599,696 | -19,070 | -3.1% | -$211.26万 | 减仓 |
| ETN | EATON CORP PLC | $6,716.19万 | 0.25% | 187,776 | 16,400 | 9.6% | $586.58万 | 加仓 |
| DGRW | WISDOMTREE TR | $6,767.40万 | 0.26% | 770,424 | 3,860 | 0.5% | $33.91万 | 加仓 |
| MCD | MCDONALDS CORP | $6,813.80万 | 0.26% | 219,241 | 23,508 | 12.0% | $730.61万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $6,839.00万 | 0.26% | 1,901,836 | 376,601 | 24.7% | $1,354.26万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $6,920.18万 | 0.26% | 2,375,619 | 262,702 | 12.4% | $765.25万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $6,937.81万 | 0.26% | 1,249,605 | 100,914 | 8.8% | $560.27万 | 加仓 |
| VGT | VANGUARD WORLD FD | $6,980.81万 | 0.26% | 100,052 | 18,245 | 22.3% | $1,272.99万 | 加仓 |
| CVX | CHEVRON CORPORATION | $7,097.30万 | 0.27% | 343,030 | 16,625 | 5.1% | $343.97万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $7,134.34万 | 0.27% | 211,175 | 17,128 | 8.8% | $578.65万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $7,260.31万 | 0.27% | 85,820 | 6,192 | 7.8% | $523.84万 | 加仓 |
| VB | VANGUARD INDEX FDS | $7,331.96万 | 0.28% | 279,931 | 69,912 | 33.3% | $1,831.14万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7,381.56万 | 0.28% | 218,422 | 9,144 | 4.4% | $309.02万 | 加仓 |
| V | VISA INC | $7,676.75万 | 0.29% | 253,995 | 3,016 | 1.2% | $91.16万 | 加仓 |
| IEFA | ISHARES TR | $7,930.73万 | 0.30% | 876,033 | 78,594 | 9.9% | $711.51万 | 加仓 |
| IVE | ISHARES TR | $8,161.37万 | 0.31% | 386,520 | 35,784 | 10.2% | $755.58万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $8,430.33万 | 0.32% | 861,028 | 115,908 | 15.6% | $1,134.86万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $8,436.71万 | 0.32% | 1,102,261 | -75,206 | -6.4% | -$575.63万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $8,462.98万 | 0.32% | 2,506,065 | -714,422 | -22.2% | -$2,412.60万 | 减仓 |
| QUAL | ISHARES TR | $8,504.30万 | 0.32% | 443,371 | -284,213 | -39.1% | -$5,451.49万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $8,731.55万 | 0.33% | 604,511 | 154,651 | 34.4% | $2,233.78万 | 加仓 |
| IWF | ISHARES TR | $8,745.37万 | 0.33% | 205,098 | 2,180 | 1.1% | $92.96万 | 加仓 |
| SGOV | ISHARES TR | $8,967.03万 | 0.34% | 890,824 | 537,852 | 152.4% | $5,414.02万 | 加仓 |
| IYW | ISHARES TR | $8,986.81万 | 0.34% | 495,359 | 48,940 | 11.0% | $887.87万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $9,302.84万 | 0.35% | 699,988 | 29,968 | 4.5% | $398.27万 | 加仓 |
| ABBV | ABBVIE INC | $9,386.45万 | 0.36% | 431,581 | 20,714 | 5.0% | $450.51万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9,569.79万 | 0.36% | 2,462,633 | 290,524 | 13.4% | $1,128.98万 | 加仓 |
| IVW | ISHARES TR | $9,720.82万 | 0.37% | 859,413 | 83,484 | 10.8% | $944.29万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $9,836.63万 | 0.37% | 1,535,055 | 151,601 | 11.0% | $971.46万 | 加仓 |
| IJR | ISHARES TR | $9,858.98万 | 0.37% | 793,097 | 94,534 | 13.5% | $1,175.15万 | 加仓 |
| USFR | WISDOMTREE TR | $1.01亿 | 0.38% | 2,009,823 | 882,801 | 78.3% | $4,444.02万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1.04亿 | 0.39% | 1,406,434 | 124,202 | 9.7% | $914.62万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1.04亿 | 0.39% | 424,980 | 24,464 | 6.1% | $598.00万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1.04亿 | 0.39% | 1,839,578 | -140,907 | -7.1% | -$798.66万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1.05亿 | 0.40% | 365,964 | 32,557 | 9.8% | $934.97万 | 加仓 |
| TSLA | TESLA INC | $1.07亿 | 0.41% | 289,105 | 28,597 | 11.0% | $1,063.09万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1.08亿 | 0.41% | 3,523,127 | 126,902 | 3.7% | $389.34万 | 加仓 |
| COWZ | PACER FDS TR | $1.08亿 | 0.41% | 1,729,166 | 83,548 | 5.1% | $522.68万 | 加仓 |