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 |
|---|---|---|---|---|---|---|---|---|
| ET | ENERGY TRANSFER L P | $2,681.74万 | 0.10% | 1,389,504 | 186,651 | 15.5% | $360.24万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $2,681.23万 | 0.10% | 913,227 | 14,815 | 1.6% | $43.50万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $2,650.82万 | 0.10% | 485,942 | 14,987 | 3.2% | $81.75万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,648.02万 | 0.10% | 67,827 | 13,945 | 25.9% | $544.42万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $2,618.10万 | 0.10% | 160,050 | 36,357 | 29.4% | $594.73万 | 加仓 |
| IYH | ISHARES TR | $2,596.31万 | 0.10% | 421,205 | 33,731 | 8.7% | $207.92万 | 加仓 |
| MGK | VANGUARD WORLD FD | $2,583.64万 | 0.10% | 70,315 | 26,681 | 61.1% | $980.36万 | 加仓 |
| SLV | ISHARES SILVER TR | $2,569.96万 | 0.10% | 377,159 | -80,710 | -17.6% | -$549.96万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2,567.47万 | 0.10% | 486,448 | 76,961 | 18.8% | $406.20万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $2,547.25万 | 0.10% | 153,727 | 88,795 | 136.8% | $1,471.33万 | 加仓 |
| IWP | ISHARES TR | $2,529.63万 | 0.10% | 197,442 | 8,181 | 4.3% | $104.81万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,529.61万 | 0.10% | 711,963 | 77,692 | 12.2% | $276.04万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $2,524.98万 | 0.10% | 402,837 | 72,289 | 21.9% | $453.11万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,521.58万 | 0.10% | 157,284 | 15,212 | 10.7% | $243.88万 | 加仓 |
| MTUM | ISHARES TR | $2,514.78万 | 0.10% | 104,787 | -1,062 | -1.0% | -$25.49万 | 减仓 |
| DVY | ISHARES TR | $2,512.18万 | 0.10% | 165,919 | 48,896 | 41.8% | $740.33万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,508.48万 | 0.09% | 532,813 | -245,872 | -31.6% | -$1,157.57万 | 减仓 |
| IBDR | ISHARES TR | $2,503.15万 | 0.09% | 1,032,655 | 181,111 | 21.3% | $439.01万 | 加仓 |
| IWY | ISHARES TR | $2,500.92万 | 0.09% | 100,503 | 6,037 | 6.4% | $150.23万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $2,496.77万 | 0.09% | 558,311 | 70,166 | 14.4% | $313.78万 | 加仓 |
| IWS | ISHARES TR | $2,494.05万 | 0.09% | 171,130 | 12,410 | 7.8% | $180.86万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $2,482.70万 | 0.09% | 150,158 | 4,562 | 3.1% | $75.43万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,476.26万 | 0.09% | 811,887 | 203,910 | 33.5% | $621.93万 | 加仓 |
| DIS | DISNEY WALT CO | $2,476.05万 | 0.09% | 256,905 | 15,383 | 6.4% | $148.26万 | 加仓 |
| DHS | WISDOMTREE TR | $2,458.93万 | 0.09% | 225,135 | 108,569 | 93.1% | $1,185.79万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $2,458.62万 | 0.09% | 497,998 | 98,884 | 24.8% | $488.19万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,438.78万 | 0.09% | 625,970 | 65,401 | 11.7% | $254.80万 | 加仓 |
| IBDS | ISHARES TR | $2,433.61万 | 0.09% | 1,003,964 | 201,891 | 25.2% | $489.38万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,429.62万 | 0.09% | 715,224 | 39,340 | 5.8% | $133.64万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $2,426.43万 | 0.09% | 866,581 | 132,485 | 18.0% | $370.96万 | 加仓 |
| FRDM | EA SERIES TRUST | $2,418.43万 | 0.09% | 442,531 | 69,312 | 18.6% | $378.79万 | 加仓 |
| LOW | LOWES COS INC | $2,404.48万 | 0.09% | 101,764 | 7,054 | 7.4% | $166.67万 | 加仓 |
| MS | MORGAN STANLEY | $2,401.44万 | 0.09% | 145,922 | 176 | 0.1% | $2.90万 | 加仓 |
| WMB | WILLIAMS COS INC | $2,387.99万 | 0.09% | 328,111 | 26,973 | 9.0% | $196.31万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $2,356.87万 | 0.09% | 90,548 | 4,524 | 5.3% | $117.76万 | 加仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $2,347.96万 | 0.09% | 299,982 | 21,325 | 7.7% | $166.91万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $2,334.86万 | 0.09% | 324,602 | 25,961 | 8.7% | $186.74万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2,300.10万 | 0.09% | 37,293 | 11,174 | 42.8% | $689.17万 | 加仓 |
| SHY | ISHARES TR | $2,299.01万 | 0.09% | 278,431 | 57,549 | 26.1% | $475.18万 | 加仓 |
| MMM | 3M CO | $2,292.95万 | 0.09% | 157,884 | -420 | -0.3% | -$6.10万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $2,274.10万 | 0.09% | 75,182 | 6,054 | 8.8% | $183.12万 | 加仓 |
| KEY | KEYCORP | $2,262.95万 | 0.09% | 1,128,653 | 42,326 | 3.9% | $84.86万 | 加仓 |
| IYF | ISHARES TR | $2,255.65万 | 0.09% | 191,709 | -3,274 | -1.7% | -$38.52万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $2,251.40万 | 0.09% | 219,285 | 3,274 | 1.5% | $33.61万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,249.02万 | 0.09% | 203,586 | 31,984 | 18.6% | $353.33万 | 加仓 |
| ICF | ISHARES TR | $2,215.52万 | 0.08% | 357,977 | 24,066 | 7.2% | $148.94万 | 加仓 |
| DEM | WISDOMTREE TR | $2,214.04万 | 0.08% | 445,572 | 125,463 | 39.2% | $623.42万 | 加仓 |
| CRM | SALESFORCE INC | $2,213.95万 | 0.08% | 118,602 | 1,365 | 1.2% | $25.48万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2,210.82万 | 0.08% | 54,228 | -17,420 | -24.3% | -$710.20万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $2,180.33万 | 0.08% | 437,027 | 16,009 | 3.8% | $79.87万 | 加仓 |
| DLN | WISDOMTREE TR | $2,170.36万 | 0.08% | 242,960 | 43,296 | 21.7% | $386.76万 | 加仓 |
| IBDT | ISHARES TR | $2,167.63万 | 0.08% | 855,757 | 177,001 | 26.1% | $448.34万 | 加仓 |
| QCOM | QUALCOMM INC | $2,139.18万 | 0.08% | 166,111 | 18,196 | 12.3% | $234.33万 | 加仓 |
| COWG | PACER FDS TR | $2,131.53万 | 0.08% | 631,772 | -62,167 | -9.0% | -$209.74万 | 减仓 |
| MDT | MEDTRONIC PLC | $2,128.93万 | 0.08% | 245,693 | 7,271 | 3.0% | $63.00万 | 加仓 |
| IUSV | ISHARES TR | $2,110.48万 | 0.08% | 206,404 | 37,609 | 22.3% | $384.55万 | 加仓 |
| UNP | UNION PAC CORP | $2,057.33万 | 0.08% | 84,795 | -827 | -1.0% | -$20.07万 | 减仓 |
| TBIL | RBB FD INC | $2,044.36万 | 0.08% | 410,021 | 192,913 | 88.9% | $961.86万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $2,034.76万 | 0.08% | 59,284 | 5,733 | 10.7% | $196.77万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $2,025.99万 | 0.08% | 287,946 | 23,903 | 9.1% | $168.18万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,025.77万 | 0.08% | 251,399 | -2,862 | -1.1% | -$23.06万 | 减仓 |
| PYLD | PIMCO ETF TR | $2,023.19万 | 0.08% | 772,210 | 666,588 | 631.1% | $1,746.46万 | 加仓 |
| BLK | BLACKROCK INC | $2,018.25万 | 0.08% | 20,986 | -1,820 | -8.0% | -$175.03万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,982.34万 | 0.08% | 191,771 | 9,905 | 5.4% | $102.39万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $1,958.18万 | 0.07% | 325,712 | 7,703 | 2.4% | $46.31万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,949.67万 | 0.07% | 42,092 | -6,997 | -14.3% | -$324.10万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,938.98万 | 0.07% | 27 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $1,936.87万 | 0.07% | 211,057 | 18,103 | 9.4% | $166.13万 | 加仓 |
| DTD | WISDOMTREE TR | $1,936.03万 | 0.07% | 224,181 | 24,416 | 12.2% | $210.86万 | 加仓 |
| PFF | ISHARES TR | $1,926.65万 | 0.07% | 635,437 | 74,238 | 13.2% | $225.09万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1,925.49万 | 0.07% | 654,346 | 654,346 | — | $1,925.49万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $1,925.31万 | 0.07% | 245,544 | 38,386 | 18.5% | $300.98万 | 加仓 |
| IWO | ISHARES TR | $1,923.04万 | 0.07% | 61,280 | 873 | 1.4% | $27.40万 | 加仓 |
| VDC | VANGUARD WORLD FD | $1,921.66万 | 0.07% | 85,563 | -2,637 | -3.0% | -$59.22万 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $1,917.18万 | 0.07% | 750,951 | -218 | -0.0% | -$5,566 | 减仓 |
| DON | WISDOMTREE TR | $1,916.69万 | 0.07% | 364,806 | -185,496 | -33.7% | -$974.60万 | 减仓 |
| EPS | WISDOMTREE TR | $1,915.33万 | 0.07% | 281,211 | 33,731 | 13.6% | $229.74万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $1,912.42万 | 0.07% | 68,484 | 14,571 | 27.0% | $406.90万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $1,887.48万 | 0.07% | 387,493 | 64,147 | 19.8% | $312.46万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,885.14万 | 0.07% | 572,123 | 357,765 | 166.9% | $1,178.83万 | 加仓 |
| IBDU | ISHARES TR | $1,876.91万 | 0.07% | 806,928 | 129,281 | 19.1% | $300.71万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,858.46万 | 0.07% | 407,110 | 49,810 | 13.9% | $227.38万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $1,857.35万 | 0.07% | 118,039 | 46,164 | 64.2% | $726.39万 | 加仓 |
| PULS | PGIM ETF TR | $1,856.81万 | 0.07% | 373,761 | 32,287 | 9.5% | $160.40万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $1,856.01万 | 0.07% | 148,706 | 13,357 | 9.9% | $166.71万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,855.40万 | 0.07% | 114,722 | 11,771 | 11.4% | $190.37万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,828.09万 | 0.07% | 139,464 | 23,279 | 20.0% | $305.14万 | 加仓 |
| IJK | ISHARES TR | $1,811.48万 | 0.07% | 180,031 | 4,272 | 2.4% | $42.98万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $1,810.58万 | 0.07% | 308,026 | 25,231 | 8.9% | $148.31万 | 加仓 |
| PAAA | PGIM ETF TR | $1,810.05万 | 0.07% | 353,663 | 101,909 | 40.5% | $521.57万 | 加仓 |
| FDX | FEDEX CORP | $1,806.23万 | 0.07% | 50,711 | 4,661 | 10.1% | $166.02万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1,801.37万 | 0.07% | 56,196 | -4,815 | -7.9% | -$154.35万 | 减仓 |
| QGRW | WISDOMTREE TR | $1,783.22万 | 0.07% | 333,749 | 77,398 | 30.2% | $413.54万 | 加仓 |
| IDEV | ISHARES TR | $1,757.20万 | 0.07% | 210,267 | 57,510 | 37.6% | $480.61万 | 加仓 |
| MCO | MOODYS CORP | $1,747.35万 | 0.07% | 40,054 | -2,664 | -6.2% | -$116.22万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $1,743.37万 | 0.07% | 408,091 | 109,537 | 36.7% | $467.94万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,730.46万 | 0.07% | 193,153 | 14,802 | 8.3% | $132.61万 | 加仓 |
| OEF | ISHARES TR | $1,729.10万 | 0.07% | 54,362 | -12,931 | -19.2% | -$411.30万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $1,718.59万 | 0.07% | 183,492 | 123,094 | 203.8% | $1,152.90万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $1,713.22万 | 0.06% | 215,392 | 16,428 | 8.3% | $130.67万 | 加仓 |