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 |
|---|---|---|---|---|---|---|---|---|
| HPE | HEWLETT PACKARD ENTERPRISE C | $337.66万 | 0.01% | 141,814 | 17,590 | 14.2% | $41.88万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $337.00万 | 0.01% | 209,707 | 205,817 | 5,290.9% | $330.75万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $336.77万 | 0.01% | 122,949 | 88,160 | 253.4% | $241.48万 | 加仓 |
| PCAR | PACCAR INC | $335.80万 | 0.01% | 29,073 | 3,968 | 15.8% | $45.83万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $335.75万 | 0.01% | 21,134 | 1,345 | 6.8% | $21.37万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $335.55万 | 0.01% | 127,584 | -50,735 | -28.5% | -$133.43万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $334.38万 | 0.01% | 93,663 | -3,839 | -3.9% | -$13.71万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $333.80万 | 0.01% | 144,033 | 56,132 | 63.9% | $130.09万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $333.49万 | 0.01% | 50,445 | 1,178 | 2.4% | $7.79万 | 加仓 |
| DTCR | GLOBAL X FDS | $333.18万 | 0.01% | 139,055 | 109,440 | 369.5% | $262.22万 | 加仓 |
| XBI | SPDR SERIES TRUST | $332.90万 | 0.01% | 26,063 | 6,073 | 30.4% | $77.57万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $331.08万 | 0.01% | 304,303 | 127,044 | 71.7% | $138.22万 | 加仓 |
| CLX | CLOROX CO DEL | $329.75万 | 0.01% | 31,820 | 4,252 | 15.4% | $44.06万 | 加仓 |
| BUFP | PGIM ROCK ETF TR | $327.37万 | 0.01% | 110,151 | 22,656 | 25.9% | $67.33万 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $326.75万 | 0.01% | 68,093 | 1,622 | 2.4% | $7.78万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $322.64万 | 0.01% | 92,297 | 4,299 | 4.9% | $15.03万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $322.32万 | 0.01% | 132,753 | 27,636 | 26.3% | $67.10万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $321.97万 | 0.01% | 139,067 | 104,335 | 300.4% | $241.56万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $321.90万 | 0.01% | 34,035 | -728 | -2.1% | -$6.89万 | 减仓 |
| EFAV | ISHARES TR | $321.46万 | 0.01% | 35,182 | 4,774 | 15.7% | $43.62万 | 加仓 |
| ISCV | ISHARES TR | $321.37万 | 0.01% | 46,233 | 1,846 | 4.2% | $12.83万 | 加仓 |
| INDA | ISHARES TR | $321.04万 | 0.01% | 68,540 | -1,732 | -2.5% | -$8.11万 | 减仓 |
| SONY | SONY GROUP CORP | $320.64万 | 0.01% | 154,897 | -23,516 | -13.2% | -$48.68万 | 减仓 |
| FSLR | FIRST SOLAR INC | $320.60万 | 0.01% | 16,253 | 2,127 | 15.1% | $41.96万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $320.47万 | 0.01% | 47,782 | -742 | -1.5% | -$4.98万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $320.03万 | 0.01% | 110,776 | 23,176 | 26.5% | $66.96万 | 加仓 |
| SMMV | ISHARES TR | $317.78万 | 0.01% | 72,858 | -691 | -0.9% | -$3.01万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $315.26万 | 0.01% | 28,295 | -12,312 | -30.3% | -$137.18万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $315.02万 | 0.01% | 118,384 | 30,205 | 34.3% | $80.38万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $314.77万 | 0.01% | 14,855 | -1,028 | -6.5% | -$21.78万 | 减仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $314.77万 | 0.01% | 81,600 | -52,838 | -39.3% | -$203.82万 | 减仓 |
| PGR | PROGRESSIVE CORP | $314.73万 | 0.01% | 15,876 | 99 | 0.6% | $1.96万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $314.00万 | 0.01% | 140,618 | 2,172 | 1.6% | $4.85万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $312.31万 | 0.01% | 4,444 | 1,108 | 33.2% | $77.87万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $312.07万 | 0.01% | 55,538 | -1,119 | -2.0% | -$6.29万 | 减仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $311.63万 | 0.01% | 50,470 | 1,310 | 2.7% | $8.09万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $311.45万 | 0.01% | 88,104 | 79,650 | 942.2% | $281.56万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $310.04万 | 0.01% | 96,436 | 16,066 | 20.0% | $51.65万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $309.59万 | 0.01% | 114,959 | 48,132 | 72.0% | $129.62万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $308.94万 | 0.01% | 16,725 | 10,461 | 167.0% | $193.23万 | 加仓 |
| FTNT | FORTINET INC | $308.06万 | 0.01% | 37,697 | 690 | 1.9% | $5.64万 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $307.42万 | 0.01% | 245,743 | -16,880 | -6.4% | -$21.12万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $307.31万 | 0.01% | 95,946 | 16,133 | 20.2% | $51.67万 | 加仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $307.16万 | 0.01% | 71,366 | 5,116 | 7.7% | $22.02万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $306.35万 | 0.01% | 60,856 | -12,111 | -16.6% | -$60.97万 | 减仓 |
| HYZD | WISDOMTREE TR | $306.32万 | 0.01% | 139,173 | 9,484 | 7.3% | $20.87万 | 加仓 |
| URA | GLOBAL X FDS | $305.68万 | 0.01% | 63,117 | -2,557 | -3.9% | -$12.38万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $305.02万 | 0.01% | 57,595 | -629 | -1.1% | -$3.33万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $303.99万 | 0.01% | 110,120 | 3,348 | 3.1% | $9.24万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $303.54万 | 0.01% | 39,855 | 1,156 | 3.0% | $8.80万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $303.32万 | 0.01% | 43,109 | -4,367 | -9.2% | -$30.73万 | 减仓 |
| IBDX | ISHARES TR | $302.80万 | 0.01% | 119,824 | 48,489 | 68.0% | $122.53万 | 加仓 |
| NYF | ISHARES TR | $302.69万 | 0.01% | 56,983 | 1,682 | 3.0% | $8.93万 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $302.19万 | 0.01% | 80,822 | 17,540 | 27.7% | $65.58万 | 加仓 |
| KVUE | KENVUE INC | $302.03万 | 0.01% | 175,192 | 1,385 | 0.8% | $2.39万 | 加仓 |
| LADR | LADDER CAP CORP | $301.90万 | 0.01% | 309,011 | 255,164 | 473.9% | $249.30万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $301.76万 | 0.01% | 85,051 | -4,770 | -5.3% | -$16.92万 | 减仓 |
| APRW | AIM ETF PRODUCTS TRUST | $301.55万 | 0.01% | 85,243 | 19,121 | 28.9% | $67.64万 | 加仓 |
| AGNC | AGNC INVT CORP | $300.58万 | 0.01% | 299,678 | 119,363 | 66.2% | $119.72万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $300.18万 | 0.01% | 27,976 | 6,364 | 29.4% | $68.28万 | 加仓 |
| EME | EMCOR GROUP INC | $299.92万 | 0.01% | 4,062 | -1,147 | -22.0% | -$84.69万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $299.73万 | 0.01% | 38,105 | 5,077 | 15.4% | $39.94万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $299.53万 | 0.01% | 63,961 | 8,977 | 16.3% | $42.04万 | 加仓 |
| — | STRATEGY SHS | $298.99万 | 0.01% | 136,899 | 125,029 | 1,053.3% | $273.06万 | 加仓 |
| SJM | SMUCKER J M CO | $298.96万 | 0.01% | 31,000 | 7,258 | 30.6% | $70.00万 | 加仓 |
| SM | SM ENERGY COMPANY | $297.85万 | 0.01% | 95,528 | 86,936 | 1,011.8% | $271.07万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $297.66万 | 0.01% | 60,000 | 5,734 | 10.6% | $28.45万 | 加仓 |
| QUS | SPDR SERIES TRUST | $297.57万 | 0.01% | 17,337 | -353 | -2.0% | -$6.06万 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $297.41万 | 0.01% | 132,979 | 8,457 | 6.8% | $18.91万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $297.21万 | 0.01% | 127,997 | 53,065 | 70.8% | $123.22万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $296.86万 | 0.01% | 27,584 | -1,197 | -4.2% | -$12.88万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $296.22万 | 0.01% | 210,984 | 18,107 | 9.4% | $25.42万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $295.77万 | 0.01% | 23,060 | 5,005 | 27.7% | $64.19万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $295.23万 | 0.01% | 8,623 | -441 | -4.9% | -$15.10万 | 减仓 |
| PFXF | VANECK ETF TRUST | $293.31万 | 0.01% | 167,222 | 8,354 | 5.3% | $14.65万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $292.69万 | 0.01% | 152,207 | -23,627 | -13.4% | -$45.43万 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $291.99万 | 0.01% | 26,673 | 640 | 2.5% | $7.01万 | 加仓 |
| DBEF | DBX ETF TR | $291.71万 | 0.01% | 59,051 | -109,526 | -65.0% | -$541.06万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $291.44万 | 0.01% | 114,787 | 21,540 | 23.1% | $54.69万 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $291.03万 | 0.01% | 57,658 | -32,695 | -36.2% | -$165.03万 | 减仓 |
| FSEC | FIDELITY MERRIMACK STR TR | $290.25万 | 0.01% | 66,207 | 66,207 | — | $290.25万 | 新建仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $289.72万 | 0.01% | 62,763 | 4,579 | 7.9% | $21.14万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $289.44万 | 0.01% | 86,453 | 39,630 | 84.6% | $132.68万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $289.16万 | 0.01% | 15,442 | 2,049 | 15.3% | $38.37万 | 加仓 |
| MGA | MAGNA INTL INC | $288.80万 | 0.01% | 51,748 | -12,548 | -19.5% | -$70.03万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $288.32万 | 0.01% | 49,310 | -12,997 | -20.9% | -$75.99万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $288.26万 | 0.01% | 73,087 | 7,061 | 10.7% | $27.85万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $288.07万 | 0.01% | 48,644 | 14,210 | 41.3% | $84.15万 | 加仓 |
| — | PRAXIS FDS | $287.89万 | 0.01% | 87,610 | 7,339 | 9.1% | $24.12万 | 加仓 |
| AOM | ISHARES TR | $287.86万 | 0.01% | 60,768 | 9,104 | 17.6% | $43.13万 | 加仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $286.34万 | 0.01% | 502,356 | 297,411 | 145.1% | $169.52万 | 加仓 |
| — | ETFIS SER TR I | $286.23万 | 0.01% | 165,831 | 16,717 | 11.2% | $28.85万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $284.88万 | 0.01% | 14,277 | 594 | 4.3% | $11.85万 | 加仓 |
| XYZ | BLOCK INC | $284.66万 | 0.01% | 47,302 | 508 | 1.1% | $3.06万 | 加仓 |
| IR | INGERSOLL RAND INC | $283.65万 | 0.01% | 35,403 | 5,747 | 19.4% | $46.04万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $283.59万 | 0.01% | 40,220 | 6,763 | 20.2% | $47.69万 | 加仓 |
| ESUM | STRATEGY SHS | $283.15万 | 0.01% | 108,155 | 6,729 | 6.6% | $17.62万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $283.11万 | 0.01% | 24,654 | 4,146 | 20.2% | $47.61万 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $282.88万 | 0.01% | 189,982 | 92,390 | 94.7% | $137.57万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $282.69万 | 0.01% | 6,361 | -3,322 | -34.3% | -$147.63万 | 减仓 |