13F 机构持仓

Kestra Advisory Services, LLC

AUSTIN TX · SEC CIK 0001830819

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$309.95亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.0%
PH 2.0%
NVDA 2.0%
IVV 1.9%
QQQ 1.8%
MSFT 1.5%
SPY 1.4%
AMZN 1.3%
VOO 1.1%
VUG 1.0%

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
HYD VANECK ETF TRUST $410.99万0.02%81,968 7,67710.3% $38.49万 加仓
USO UNITED STS OIL FD LP $409.80万0.02%32,204 1,0713.4% $13.63万 加仓
— AIM ETF PRODUCTS TRUST $409.52万0.02%149,818 62,97672.5% $172.14万 加仓
LMUB ISHARES TR $409.19万0.02%81,952 81,952— $409.19万 新建仓
AFMC FIRST TR EXCHNG TRADED FD VI $408.69万0.02%115,108 6,7016.2% $23.79万 加仓
BKLN INVESCO EXCH TRADED FD TR II $408.49万0.02%200,140 16,3068.9% $33.28万 加仓
QSPT FIRST TR EXCHNG TRADED FD VI $407.14万0.02%132,985 53,24966.8% $163.02万 加仓
GARP ISHARES TR $405.80万0.02%63,437 27,13074.7% $173.55万 加仓
BTC GRAYSCALE BITCOIN MINI TR ET $405.25万0.02%135,127 25,57423.3% $76.70万 加仓
SUN SUNOCO LP/SUNOCO FIN CORP $405.14万0.02%62,358 44,563250.4% $289.53万 加仓
— INNOVATOR ETFS TRUST $404.69万0.02%104,655 -1,392-1.3% -$5.38万 减仓
IFRA ISHARES TR $402.13万0.02%70,302 16,65231.0% $95.25万 加仓
AU ANGLOGOLD ASHANTI PLC $400.95万0.02%41,182 -3,338-7.5% -$32.50万 减仓
— INNOVATOR ETFS TRUST $398.84万0.02%104,299 13,26014.6% $50.71万 加仓
HYMB SPDR SERIES TRUST $397.78万0.02%160,395 81,586103.5% $202.33万 加仓
COR CENCORA INC $396.85万0.02%12,633 -2,390-15.9% -$75.08万 减仓
— INVESCO EXCH TRD SLF IDX FD $396.32万0.01%155,917 7,4415.0% $18.91万 加仓
CORO BLACKROCK ETF TRUST $396.22万0.01%123,230 123,230— $396.22万 新建仓
SII SPROTT INC $395.40万0.01%27,670 -1,708-5.8% -$24.41万 减仓
BBAG J P MORGAN EXCHANGE TRADED F $395.36万0.01%85,651 -6,847-7.4% -$31.61万 减仓
MDLZ MONDELEZ INTL INC $395.24万0.01%68,571 -17,907-20.7% -$103.22万 减仓
FDRR FIDELITY COVINGTON TRUST $393.64万0.01%66,941 16,21732.0% $95.36万 加仓
CLOZ SERIES PORTFOLIOS TR $393.35万0.01%153,353 -61,823-28.7% -$158.58万 减仓
— BANK AMERICA CORP $393.33万0.01%3,301 -51-1.5% -$6.08万 减仓
COKE COCA COLA CONS INC $392.58万0.01%20,475 2191.1% $4.20万 加仓
INTF ISHARES TR $391.89万0.01%100,587 13,60315.6% $53.00万 加仓
RY ROYAL BK CDA $391.67万0.01%24,210 1,4896.6% $24.09万 加仓
VRIG INVESCO ACTIVELY MANAGED EXC $390.66万0.01%156,044 6,6714.5% $16.70万 加仓
TFLR T ROWE PRICE ETF INC $390.32万0.01%77,507 37,00291.4% $186.34万 加仓
BKNG BOOKING HOLDINGS INC $388.97万0.01%924 -25-2.6% -$10.52万 减仓
FLTR VANECK ETF TRUST $387.96万0.01%152,260 14,89710.8% $37.96万 加仓
GL GLOBE LIFE INC $387.61万0.01%27,852 620.2% $8,628 加仓
PSC PRINCIPAL EXCHANGE TRADED FD $387.37万0.01%67,575 55,902478.9% $320.46万 加仓
VFMV VANGUARD WELLINGTON FD $387.08万0.01%29,054 -304-1.0% -$4.05万 减仓
STT STATE STR CORP $386.15万0.01%30,512 2,4248.6% $30.68万 加仓
ALAB ASTERA LABS INC $386.05万0.01%35,224 5,47118.4% $59.96万 加仓
YUM YUM BRANDS INC $385.04万0.01%24,764 2671.1% $4.15万 加仓
WEC WEC ENERGY GROUP INC $384.84万0.01%33,242 -5,445-14.1% -$63.04万 减仓
HOOD ROBINHOOD MKTS INC $382.28万0.01%55,163 -24,230-30.5% -$167.91万 减仓
PAYX PAYCHEX INC $381.06万0.01%41,366 -7,440-15.2% -$68.54万 减仓
KAPR INNOVATOR ETFS TRUST $380.91万0.01%105,078 -2,633-2.4% -$9.54万 减仓
TLH ISHARES TR $380.89万0.01%37,816 -27,619-42.2% -$278.18万 减仓
PKW INVESCO EXCHANGE TRADED FD T $376.92万0.01%28,718 -3,023-9.5% -$39.68万 减仓
AVMC AMERICAN CENTY ETF TR $376.81万0.01%52,161 9741.9% $7.04万 加仓
JXN JACKSON FINANCIAL INC $376.29万0.01%35,593 8,05729.3% $85.18万 加仓
— INNOVATOR ETFS TRUST $376.17万0.01%117,737 39,46350.4% $126.08万 加仓
APP APPLOVIN CORP $375.78万0.01%9,442 92310.8% $36.73万 加仓
ETR ENTERGY CORP NEW $375.76万0.01%33,443 11,81854.6% $132.79万 加仓
INTU INTUIT $375.43万0.01%8,683 -4,403-33.6% -$190.37万 减仓
DXYZ DESTINY TECH100 INC $375.42万0.01%140,185 85,803157.8% $229.78万 加仓
OIH VANECK ETF TRUST $373.38万0.01%9,237 3,36157.2% $135.86万 加仓
CAH CARDINAL HEALTH INC $373.16万0.01%17,659 -2,582-12.8% -$54.56万 减仓
PRF INVESCO EXCHANGE TRADED FD T $371.87万0.01%78,240 3,9365.3% $18.71万 加仓
CAVA CAVA GROUP INC $370.49万0.01%45,796 -2,541-5.3% -$20.56万 减仓
QBTS D-WAVE QUANTUM INC $369.36万0.01%255,970 -6,187-2.4% -$8.93万 减仓
GGN GAMCO GLOBAL GOLD NAT RES & $369.22万0.01%694,016 9,4501.4% $5.03万 加仓
GPC GENUINE PARTS CO $369.15万0.01%34,560 -1,495-4.1% -$15.97万 减仓
TPIF TIMOTHY PLAN $368.89万0.01%102,356 17,14320.1% $61.78万 加仓
CLOI VANECK ETF TRUST $368.57万0.01%69,938 67,8983,328.3% $357.82万 加仓
ICOW PACER FDS TR $368.56万0.01%86,843 9,72512.6% $41.27万 加仓
NULG NUSHARES ETF TR $368.54万0.01%40,525 2680.7% $2.44万 加仓
CRWV COREWEAVE INC $368.44万0.01%47,559 15,56848.7% $120.61万 加仓
— INNOVATOR ETFS TRUST $368.38万0.01%127,954 00.0% — 不变
BIDD BLACKROCK ETF TRUST $366.65万0.01%128,965 -16,781-11.5% -$47.71万 减仓
NVG NUVEEN AMT FREE MUN CR INC F $365.90万0.01%296,752 158,471114.6% $195.39万 加仓
BSCT INVESCO EXCH TRD SLF IDX FD $365.44万0.01%195,836 -16,622-7.8% -$31.02万 减仓
TRMB TRIMBLE INC $364.80万0.01%55,925 5260.9% $3.43万 加仓
SUSA ISHARES TR $362.45万0.01%27,437 2,80311.4% $37.03万 加仓
LNT ALLIANT ENERGY CORP $361.61万0.01%50,391 4,4129.6% $31.66万 加仓
RPV INVESCO EXCHANGE TRADED FD T $360.66万0.01%33,584 1320.4% $1.42万 加仓
CNQ CANADIAN NAT RES LTD MED TER $360.22万0.01%73,922 4,9217.1% $23.98万 加仓
DWLD DAVIS FUNDAMENTAL ETF TR $359.61万0.01%82,085 3,8014.9% $16.65万 加仓
LH LABCORP HOLDINGS INC $359.31万0.01%13,467 -581-4.1% -$15.50万 减仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $358.13万0.01%113,442 90,712399.1% $286.38万 加仓
FLQM FRANKLIN TEMPLETON ETF TR $356.78万0.01%64,952 -3,328-4.9% -$18.28万 减仓
HYDB ISHARES TR $355.72万0.01%76,465 -33,084-30.2% -$153.91万 减仓
AUB ATLANTIC UN BANKSHARES CORP $354.97万0.01%99,320 -14,630-12.8% -$52.29万 减仓
AMG AFFILIATED MANAGERS GROUP $354.45万0.01%12,810 -1,977-13.4% -$54.70万 减仓
DFAE DIMENSIONAL ETF TRUST $354.30万0.01%104,638 17,55720.2% $59.45万 加仓
BMAR INNOVATOR ETFS TRUST $351.91万0.01%67,045 36,392118.7% $191.02万 加仓
FNY FIRST TR EXCHANGE-TRADED ALP $350.83万0.01%38,771 -14,721-27.5% -$133.21万 减仓
DGX QUEST DIAGNOSTICS INC $350.52万0.01%17,886 00.0% — 不变
CAIE CALAMOS ETF TR $350.23万0.01%139,313 36,98536.1% $92.98万 加仓
CGGE CAPITAL GROUP GLOBAL EQUITY $348.71万0.01%114,332 50,09278.0% $152.78万 加仓
RIO RIO TINTO PLC $347.51万0.01%37,250 410.1% $3,825 加仓
ICVT ISHARES TR $346.94万0.01%34,084 -20,731-37.8% -$211.02万 减仓
RDDT REDDIT INC $345.71万0.01%25,675 4,30120.1% $57.91万 加仓
REGN REGENERON PHARMACEUTICALS $345.38万0.01%4,470 651.5% $5.02万 加仓
DCI DONALDSON INC $345.34万0.01%40,690 3,72810.1% $31.64万 加仓
— INNOVATOR ETFS TRUST $344.55万0.01%134,460 2670.2% $6,842 加仓
ELV ELEVANCE HEALTH INC FORMERLY $344.18万0.01%11,757 -1,007-7.9% -$29.48万 减仓
CSL CARLISLE COS INC $343.66万0.01%10,301 1,39415.7% $46.51万 加仓
MLN VANECK ETF TRUST $341.43万0.01%195,775 23,68013.8% $41.30万 加仓
FPX FIRST TR EXCHANGE-TRADED FD $340.35万0.01%21,432 4,17024.2% $66.22万 加仓
PECO PHILLIPS EDISON & CO INC $339.00万0.01%90,594 30,64551.1% $114.67万 加仓
SOFI SOFI TECHNOLOGIES INC $338.83万0.01%213,367 8,7384.3% $13.88万 加仓
GSK GSK PLC $338.73万0.01%61,375 5,79710.4% $31.99万 加仓
DOCT FIRST TR EXCHNG TRADED FD VI $338.72万0.01%77,996 -7,334-8.6% -$31.85万 减仓
VWOB VANGUARD WHITEHALL FDS $338.30万0.01%51,500 -14,897-22.4% -$97.86万 减仓
TRGP TARGA RES CORP $338.00万0.01%13,481 -1,977-12.8% -$49.57万 减仓