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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | $1.13亿 | 0.43% | 113,154 | 8,826 | 8.5% | $879.45万 | 加仓 |
| LLY | ELI LILLY & CO | $1.13亿 | 0.43% | 122,730 | 14,606 | 13.5% | $1,343.42万 | 加仓 |
| WMT | WALMART INC | $1.16亿 | 0.44% | 936,866 | 67,412 | 7.8% | $837.80万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1.17亿 | 0.44% | 610,240 | 31,640 | 5.5% | $607.23万 | 加仓 |
| META | META PLATFORMS INC | $1.21亿 | 0.46% | 212,207 | 21,188 | 11.1% | $1,212.23万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1.21亿 | 0.46% | 3,021,423 | 445,273 | 17.3% | $1,789.55万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.26亿 | 0.48% | 584,269 | 43,252 | 8.0% | $930.18万 | 加仓 |
| — | EXXON MOBIL CORP | $1.33亿 | 0.50% | 781,910 | 130,978 | 20.1% | $2,222.17万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $1.48亿 | 0.56% | 3,987,513 | 983,896 | 32.8% | $3,660.09万 | 加仓 |
| AVGO | BROADCOM INC | $1.49亿 | 0.56% | 482,379 | 87,524 | 22.2% | $2,708.96万 | 加仓 |
| CAT | CATERPILLAR INC | $1.56亿 | 0.59% | 219,586 | 17,496 | 8.7% | $1,239.52万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1.62亿 | 0.61% | 3,217,418 | 528,630 | 19.7% | $2,662.71万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.68亿 | 0.64% | 571,772 | 32,201 | 6.0% | $947.22万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.81亿 | 0.68% | 3,966,524 | 292,103 | 7.9% | $1,332.57万 | 加仓 |
| GLD | SPDR GOLD TR | $1.84亿 | 0.70% | 427,919 | 46,120 | 12.1% | $1,984.50万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1.87亿 | 0.71% | 1,260,883 | 165,083 | 15.1% | $2,444.88万 | 加仓 |
| GOOG | ALPHABET INC | $1.89亿 | 0.71% | 658,110 | 78,339 | 13.5% | $2,247.23万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.90亿 | 0.72% | 966,359 | 34,883 | 3.7% | $684.40万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1.97亿 | 0.75% | 2,885,091 | 128,750 | 4.7% | $879.11万 | 加仓 |
| GOOGL | ALPHABET INC | $2.06亿 | 0.78% | 715,285 | -10,310 | -1.4% | -$296.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.33亿 | 0.88% | 487,192 | 37,655 | 8.4% | $1,804.43万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2.37亿 | 0.90% | 740,108 | 167,695 | 29.3% | $5,379.82万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2.49亿 | 0.94% | 5,857,420 | 760,675 | 14.9% | $3,235.91万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2.76亿 | 1.04% | 632,054 | 57,705 | 10.0% | $2,520.50万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3.04亿 | 1.15% | 507,917 | 62,083 | 13.9% | $3,709.77万 | 加仓 |
| AMZN | AMAZON COM INC | $3.39亿 | 1.28% | 1,627,419 | 161,222 | 11.0% | $3,357.77万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3.58亿 | 1.35% | 550,433 | 42,356 | 8.3% | $2,754.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $3.93亿 | 1.49% | 1,061,804 | 92,739 | 9.6% | $3,432.92万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4.72亿 | 1.79% | 818,009 | 142,884 | 21.2% | $8,246.98万 | 加仓 |
| IVV | ISHARES TR | $4.93亿 | 1.87% | 755,209 | 60,538 | 8.7% | $3,954.41万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5.38亿 | 2.03% | 3,082,088 | 128,864 | 4.4% | $2,247.39万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $5.40亿 | 2.04% | 603,127 | -15,914 | -2.6% | -$1,424.69万 | 减仓 |
| AAPL | APPLE INC | $8.01亿 | 3.03% | 3,156,209 | 326,533 | 11.5% | $8,287.08万 | 加仓 |