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 |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR 看涨期权 | $0 | 0.00% | 0 | -18,500 | -100.0% | -$1,261.55万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -50,304 | -100.0% | -$924.88万 | 清仓 |
| FLNC | FLUENCE ENERGY INC | $0 | 0.00% | 0 | -196,934 | -100.0% | -$389.54万 | 清仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -54,475 | -100.0% | -$339.71万 | 清仓 |
| PAYS | PAYSIGN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | WISDOMTREE INC | $0 | 0.00% | 0 | -23,000 | -100.0% | -$270.28万 | 清仓 |
| — | MFS ACTIVE EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PMT | PENNYMAC MTG INVT TR | $0 | 0.00% | 0 | -152,085 | -100.0% | -$190.87万 | 清仓 |
| OLN | OLIN CORP | $0 | 0.00% | 0 | -91,424 | -100.0% | -$190.44万 | 清仓 |
| LDUR | PIMCO ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HNRG | HALLADOR ENERGY COMPANY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | COMERICA INC | $0 | 0.00% | 0 | -18,719 | -100.0% | -$162.72万 | 清仓 |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AAPL | APPLE INC 看涨期权 | $0 | 0.00% | 0 | -5,700 | -100.0% | -$154.96万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | BROADCOM INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SLV | ISHARES SILVER TR 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| META | META PLATFORMS INC 看涨期权 | $0 | 0.00% | 0 | -1,900 | -100.0% | -$125.42万 | 清仓 |
| NTGR | NETGEAR INC | $0 | 0.00% | 0 | -50,327 | -100.0% | -$123.45万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -83,340 | -100.0% | -$122.51万 | 清仓 |
| BUFB | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -118,175 | -100.0% | -$102.93万 | 清仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $0 | 0.00% | 0 | -2,100 | -100.0% | -$101.56万 | 清仓 |
| WTMF | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -14,355 | -100.0% | -$96.52万 | 清仓 |
| — | CIVITAS RESOURCES INC | $0 | 0.00% | 0 | -33,873 | -100.0% | -$91.76万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -8,817 | -100.0% | -$89.55万 | 清仓 |
| AMZN | AMAZON COM INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | XAI OCTAGN FLT RAT &ALT INM | $0 | 0.00% | 0 | -172,808 | -100.0% | -$82.95万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -1,838 | -100.0% | -$81.99万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -16,214 | -100.0% | -$81.15万 | 清仓 |
| FFIV | F5 INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SIL | GLOBAL X FDS 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $0 | 0.00% | 0 | -19,690 | -100.0% | -$70.47万 | 清仓 |
| — | PLYMOUTH INDL REIT INC | $0 | 0.00% | 0 | -31,671 | -100.0% | -$69.30万 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | -8,438 | -100.0% | -$69.16万 | 清仓 |
| — | VIRTUS ETF TR II | $0 | 0.00% | 0 | -29,061 | -100.0% | -$67.84万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -16,260 | -100.0% | -$67.81万 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | -7,822 | -100.0% | -$67.07万 | 清仓 |
| BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | -16,678 | -100.0% | -$63.65万 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WST | WEST PHARMACEUTICAL SVSC INC | $0 | 0.00% | 0 | -2,228 | -100.0% | -$61.31万 | 清仓 |
| CQQQ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -11,595 | -100.0% | -$60.30万 | 清仓 |
| ITRI | ITRON INC | $0 | 0.00% | 0 | -6,319 | -100.0% | -$58.68万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -23,423 | -100.0% | -$58.37万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -13,307 | -100.0% | -$57.67万 | 清仓 |
| SSO | PROSHARES TR | $0 | 0.00% | 0 | -9,736 | -100.0% | -$56.39万 | 清仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $0 | 0.00% | 0 | -16,957 | -100.0% | -$56.33万 | 清仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -11,752 | -100.0% | -$55.29万 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -3,109 | -100.0% | -$54.16万 | 清仓 |
| EHC | ENCOMPASS HEALTH CORP | $0 | 0.00% | 0 | -4,903 | -100.0% | -$52.04万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -7,119 | -100.0% | -$51.78万 | 清仓 |
| ANF | ABERCROMBIE &FITCH CO | $0 | 0.00% | 0 | -4,055 | -100.0% | -$51.04万 | 清仓 |
| NWG | NATWEST GROUP PLC | $0 | 0.00% | 0 | -28,699 | -100.0% | -$50.22万 | 清仓 |
| JKHY | HENRY JACK &ASSOC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | STRATEGY INC | $0 | 0.00% | 0 | -5,990 | -100.0% | -$47.18万 | 清仓 |
| RGA | REINSURANCE GRP OF AMERICA I | $0 | 0.00% | 0 | -2,307 | -100.0% | -$46.94万 | 清仓 |
| IBN | ICICI BANK LIMITED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -13,043 | -100.0% | -$46.24万 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP NEW | $0 | 0.00% | 0 | -2,372 | -100.0% | -$45.87万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -3,963 | -100.0% | -$43.43万 | 清仓 |
| COST | COSTCO WHSL CORP NEW 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$43.12万 | 清仓 |
| WFG | WEST FRASER TIMBER CO LTD | $0 | 0.00% | 0 | -6,975 | -100.0% | -$42.62万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JBTM | JBT MAREL CORPORATION | $0 | 0.00% | 0 | -2,806 | -100.0% | -$42.28万 | 清仓 |
| IWX | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| POOL | POOL CORP | $0 | 0.00% | 0 | -1,790 | -100.0% | -$40.95万 | 清仓 |
| GOOGL | ALPHABET INC 看涨期权 | $0 | 0.00% | 0 | -1,300 | -100.0% | -$40.69万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -3,263 | -100.0% | -$40.49万 | 清仓 |
| — | EAGLE POINT INCOME COMPANY I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MORN | MORNINGSTAR INC | $0 | 0.00% | 0 | -1,792 | -100.0% | -$38.94万 | 清仓 |
| JPM | JPMORGAN CHASE &CO. 看涨期权 | $0 | 0.00% | 0 | -1,200 | -100.0% | -$38.67万 | 清仓 |
| OSIS | OSI SYSTEMS INC | $0 | 0.00% | 0 | -1,501 | -100.0% | -$38.28万 | 清仓 |
| INTA | INTAPP INC | $0 | 0.00% | 0 | -8,314 | -100.0% | -$38.09万 | 清仓 |
| WSO | WATSCO INC | $0 | 0.00% | 0 | -1,118 | -100.0% | -$37.69万 | 清仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $0 | 0.00% | 0 | -7,565 | -100.0% | -$35.17万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -1,733 | -100.0% | -$34.84万 | 清仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $0 | 0.00% | 0 | -1,180 | -100.0% | -$34.78万 | 清仓 |
| EDD | MORGAN STANLEY EMERGING MKTS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LII | LENNOX INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | -4,016 | -100.0% | -$34.12万 | 清仓 |
| ASO | ACADEMY SPORTS &OUTDOORS IN | $0 | 0.00% | 0 | -6,790 | -100.0% | -$33.92万 | 清仓 |
| PLNT | PLANET FITNESS INC | $0 | 0.00% | 0 | -3,117 | -100.0% | -$33.81万 | 清仓 |
| VNT | VONTIER CORPORATION | $0 | 0.00% | 0 | -8,770 | -100.0% | -$32.61万 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -1,514 | -100.0% | -$32.56万 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRBG | COREBRIDGE FINL INC | $0 | 0.00% | 0 | -10,669 | -100.0% | -$32.19万 | 清仓 |
| IBP | INSTALLED BLDG PRODS INC | $0 | 0.00% | 0 | -1,231 | -100.0% | -$31.93万 | 清仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $0 | 0.00% | 0 | -11,695 | -100.0% | -$31.69万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -7,356 | -100.0% | -$31.51万 | 清仓 |
| ARGX | ARGENX SE | $0 | 0.00% | 0 | -375 | -100.0% | -$31.49万 | 清仓 |
| MMSI | MERIT MED SYS INC | $0 | 0.00% | 0 | -3,552 | -100.0% | -$31.30万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TYG | TORTOISE ENERGY INFRA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROE | EA SERIES TRUST | $0 | 0.00% | 0 | -8,608 | -100.0% | -$30.36万 | 清仓 |
| ATR | APTARGROUP INC | $0 | 0.00% | 0 | -2,472 | -100.0% | -$30.15万 | 清仓 |
| AEIS | ADVANCED ENERGY INDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |