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 |
|---|---|---|---|---|---|---|---|---|
| JMTG | J P MORGAN EXCHANGE TRADED F | $5,091.16万 | 0.19% | 998,266 | 88,838 | 9.8% | $453.07万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $5,086.28万 | 0.19% | 659,613 | 62,652 | 10.5% | $483.11万 | 加仓 |
| IGSB | ISHARES TR | $5,078.44万 | 0.19% | 966,218 | 671,453 | 227.8% | $3,529.16万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $5,060.16万 | 0.19% | 345,923 | 29,664 | 9.4% | $433.92万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $5,050.07万 | 0.19% | 868,008 | 423,683 | 95.4% | $2,464.99万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $5,048.69万 | 0.19% | 595,083 | 91,869 | 18.3% | $779.42万 | 加仓 |
| KO | COCA COLA CO | $4,960.85万 | 0.19% | 652,315 | 57,149 | 9.6% | $434.62万 | 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 |
| XLE | SELECT SECTOR SPDR TR | $4,700.61万 | 0.18% | 767,322 | 141,431 | 22.6% | $866.41万 | 加仓 |
| ORCL | ORACLE CORP | $4,683.47万 | 0.18% | 318,365 | 48,013 | 17.8% | $706.32万 | 加仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $4,627.60万 | 0.18% | 912,023 | -9,839 | -1.1% | -$49.92万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $4,571.90万 | 0.17% | 1,127,751 | 256,509 | 29.4% | $1,039.89万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $4,559.23万 | 0.17% | 490,873 | -17,429 | -3.4% | -$161.88万 | 减仓 |
| T | AT&T INC | $4,541.44万 | 0.17% | 1,566,553 | 136,583 | 9.6% | $395.95万 | 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 |
| VGIT | VANGUARD SCOTTSDALE FDS | $4,536.90万 | 0.17% | 761,864 | 44,346 | 6.2% | $264.08万 | 加仓 |
| IEMG | ISHARES INC | $4,527.40万 | 0.17% | 649,089 | 213,056 | 48.9% | $1,486.07万 | 加仓 |
| — | HONEYWELL INTL INC | $4,487.95万 | 0.17% | 198,555 | 28,203 | 16.6% | $637.47万 | 加仓 |
| PAVE | GLOBAL X FDS | $4,450.94万 | 0.17% | 875,996 | 126,762 | 16.9% | $644.08万 | 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 |
| AVLV | AMERICAN CENTY ETF TR | $4,422.65万 | 0.17% | 548,647 | 22,837 | 4.3% | $184.09万 | 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 |
| ONEQ | FIDELITY COMWLTH TR | $4,332.45万 | 0.16% | 510,241 | 89,794 | 21.4% | $762.44万 | 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 |
| VBR | VANGUARD INDEX FDS | $4,205.18万 | 0.16% | 193,564 | 15,929 | 9.0% | $346.06万 | 加仓 |
| LQD | ISHARES TR | $4,192.93万 | 0.16% | 384,708 | -53,086 | -12.1% | -$578.58万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $4,141.77万 | 0.16% | 68,528 | -1,071 | -1.5% | -$64.73万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $4,070.24万 | 0.15% | 865,457 | -5,608 | -0.6% | -$26.37万 | 减仓 |
| MRK | MERCK & CO INC | $4,065.94万 | 0.15% | 338,012 | 45,974 | 15.7% | $553.02万 | 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 |
| WTV | WISDOMTREE TR | $4,025.25万 | 0.15% | 424,918 | 21,426 | 5.3% | $202.97万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $3,992.15万 | 0.15% | 155,125 | 11,870 | 8.3% | $305.47万 | 加仓 |
| MUB | ISHARES TR | $3,969.61万 | 0.15% | 373,962 | 57,042 | 18.0% | $605.50万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $3,957.00万 | 0.15% | 1,029,931 | 117,740 | 12.9% | $452.36万 | 加仓 |
| EFV | ISHARES TR | $3,933.25万 | 0.15% | 529,018 | 53,847 | 11.3% | $400.35万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,876.00万 | 0.15% | 516,112 | 128,835 | 33.3% | $967.55万 | 加仓 |
| AMAT | APPLIED MATLS INC | $3,867.30万 | 0.15% | 113,148 | 4,369 | 4.0% | $149.33万 | 加仓 |
| IWD | ISHARES TR | $3,831.21万 | 0.14% | 179,305 | -1,241 | -0.7% | -$26.52万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $3,816.77万 | 0.14% | 183,454 | 10,516 | 6.1% | $218.79万 | 加仓 |
| MO | ALTRIA GROUP INC | $3,790.78万 | 0.14% | 574,447 | 70,180 | 13.9% | $463.12万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $3,781.82万 | 0.14% | 75,688 | 1,263 | 1.7% | $63.11万 | 加仓 |
| IEF | ISHARES TR | $3,760.40万 | 0.14% | 394,006 | 29,876 | 8.2% | $285.14万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $3,718.80万 | 0.14% | 400,906 | 16,831 | 4.4% | $156.12万 | 加仓 |
| SDY | SPDR SERIES TRUST | $3,694.24万 | 0.14% | 253,134 | 33,431 | 15.2% | $487.89万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,655.89万 | 0.14% | 135,108 | -4,335 | -3.1% | -$117.30万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $3,644.65万 | 0.14% | 720,145 | 143,283 | 24.8% | $725.16万 | 加仓 |
| PEP | PEPSICO INC | $3,608.37万 | 0.14% | 232,363 | 18,187 | 8.5% | $282.43万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,577.38万 | 0.14% | 175,853 | 32,815 | 22.9% | $667.56万 | 加仓 |
| EFA | ISHARES TR | $3,572.25万 | 0.14% | 367,781 | 113,516 | 44.6% | $1,102.58万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $3,568.73万 | 0.14% | 362,749 | 36,017 | 11.0% | $354.34万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $3,538.94万 | 0.13% | 696,641 | 219,965 | 46.1% | $1,117.42万 | 加仓 |
| WM | WASTE MGMT INC DEL | $3,526.37万 | 0.13% | 153,461 | 18,776 | 13.9% | $431.45万 | 加仓 |
| SO | SOUTHERN CO | $3,510.68万 | 0.13% | 363,726 | 21,977 | 6.4% | $212.12万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $3,480.34万 | 0.13% | 1,660,470 | 6,795 | 0.4% | $14.24万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $3,422.03万 | 0.13% | 455,118 | 356,849 | 363.1% | $2,683.15万 | 加仓 |
| TLT | ISHARES TR | $3,399.64万 | 0.13% | 392,161 | -20,925 | -5.1% | -$181.40万 | 减仓 |
| EFG | ISHARES TR | $3,383.62万 | 0.13% | 303,818 | 56,617 | 22.9% | $630.54万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $3,366.79万 | 0.13% | 1,141,672 | 61,207 | 5.7% | $180.50万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3,348.13万 | 0.13% | 156,704 | 1,454 | 0.9% | $31.07万 | 加仓 |
| EMR | EMERSON ELEC CO | $3,339.00万 | 0.13% | 254,847 | 16,955 | 7.1% | $222.14万 | 加仓 |
| IUSG | ISHARES TR | $3,332.69万 | 0.13% | 214,860 | -9,146 | -4.1% | -$141.86万 | 减仓 |
| GEV | GE VERNOVA INC | $3,318.58万 | 0.13% | 38,018 | 8,399 | 28.4% | $733.15万 | 加仓 |
| CMI | CUMMINS INC | $3,298.50万 | 0.12% | 61,308 | 1,884 | 3.2% | $101.36万 | 加仓 |
| AMGN | AMGEN INC | $3,280.28万 | 0.12% | 93,229 | -1,348 | -1.4% | -$47.43万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $3,264.42万 | 0.12% | 552,635 | 66,524 | 13.7% | $392.96万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $3,218.60万 | 0.12% | 1,259,725 | 249,373 | 24.7% | $637.15万 | 加仓 |
| BA | BOEING CO | $3,138.01万 | 0.12% | 157,665 | 11,344 | 7.8% | $225.78万 | 加仓 |
| SGOL | ETFS GOLD TR | $3,090.68万 | 0.12% | 692,666 | 152,348 | 28.2% | $679.78万 | 加仓 |
| BX | BLACKSTONE INC | $3,074.72万 | 0.12% | 267,390 | 43,399 | 19.4% | $499.05万 | 加仓 |
| USMV | ISHARES TR | $3,057.34万 | 0.12% | 329,668 | 49,300 | 17.6% | $457.21万 | 加仓 |
| ASML | ASML HLDG NV | $3,045.66万 | 0.12% | 23,059 | -576 | -2.4% | -$76.08万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $3,040.99万 | 0.12% | 838,432 | -43,689 | -5.0% | -$158.46万 | 减仓 |
| IWR | ISHARES TR | $3,035.71万 | 0.11% | 312,220 | 58,854 | 23.2% | $572.24万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $3,026.61万 | 0.11% | 164,240 | 17,193 | 11.7% | $316.83万 | 加仓 |
| ACWX | ISHARES TR | $3,005.84万 | 0.11% | 439,001 | -28,704 | -6.1% | -$196.54万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $3,000.68万 | 0.11% | 410,265 | 83 | 0.0% | $6,071 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $2,991.14万 | 0.11% | 269,036 | 39,005 | 17.0% | $433.66万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $2,984.68万 | 0.11% | 650,398 | 115,778 | 21.7% | $531.31万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $2,936.40万 | 0.11% | 565,454 | 12,325 | 2.2% | $64.00万 | 加仓 |
| FLCG | FEDERATED HERMES ETF TRUST | $2,927.78万 | 0.11% | 979,209 | 191,570 | 24.3% | $572.78万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,924.53万 | 0.11% | 89,002 | 4,093 | 4.8% | $134.49万 | 加仓 |
| IWB | ISHARES TR | $2,917.69万 | 0.11% | 81,829 | -12,067 | -12.9% | -$430.26万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $2,884.22万 | 0.11% | 95,425 | 4,717 | 5.2% | $142.57万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,878.22万 | 0.11% | 989,759 | 18,101 | 1.9% | $52.64万 | 加仓 |
| BAC | BANK AMERICA CORP | $2,871.42万 | 0.11% | 589,010 | 42,794 | 7.8% | $208.62万 | 加仓 |
| TXN | TEXAS INSTRS INC | $2,862.82万 | 0.11% | 147,461 | 16,301 | 12.4% | $316.47万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $2,856.59万 | 0.11% | 1,087,398 | 27,696 | 2.6% | $72.76万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $2,800.82万 | 0.11% | 134,597 | -3,732 | -2.7% | -$77.66万 | 减仓 |
| GE | GE AEROSPACE | $2,788.70万 | 0.11% | 98,273 | 16,336 | 19.9% | $463.57万 | 加仓 |
| HDV | ISHARES TR | $2,780.54万 | 0.11% | 204,873 | 19,389 | 10.5% | $263.15万 | 加仓 |
| FHI | FEDERATED HERMES INC | $2,754.56万 | 0.10% | 485,727 | 28,278 | 6.2% | $160.36万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,750.62万 | 0.10% | 572,449 | 21,184 | 3.8% | $101.79万 | 加仓 |
| BOND | PIMCO ETF TR | $2,745.58万 | 0.10% | 297,527 | -52,868 | -15.1% | -$487.87万 | 减仓 |
| AIQ | GLOBAL X FDS | $2,743.11万 | 0.10% | 587,768 | 30,256 | 5.4% | $141.20万 | 加仓 |
| INTC | INTEL CORP | $2,731.49万 | 0.10% | 618,965 | 79,951 | 14.8% | $352.82万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $2,718.80万 | 0.10% | 185,445 | 40,787 | 28.2% | $597.98万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $2,707.01万 | 0.10% | 712,371 | 260,127 | 57.5% | $988.48万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $2,690.32万 | 0.10% | 205,462 | 24,670 | 13.6% | $323.03万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $2,687.69万 | 0.10% | 987,033 | 152,202 | 18.2% | $414.45万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $2,685.55万 | 0.10% | 709,712 | -21,941 | -3.0% | -$83.02万 | 减仓 |