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 |
|---|---|---|---|---|---|---|---|---|
| XLSR | SSGA ACTIVE TR | $489.97万 | 0.02% | 84,859 | -320 | -0.4% | -$1.85万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $489.42万 | 0.02% | 179,794 | 22,707 | 14.5% | $61.81万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $488.81万 | 0.02% | 212,991 | 48,364 | 29.4% | $111.00万 | 加仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $488.58万 | 0.02% | 166,072 | 2,414 | 1.5% | $7.10万 | 加仓 |
| NAPR | INNOVATOR ETFS TRUST | $486.87万 | 0.02% | 89,137 | 39,976 | 81.3% | $218.35万 | 加仓 |
| IWL | ISHARES TR | $486.34万 | 0.02% | 30,306 | -1,152 | -3.7% | -$18.49万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $485.38万 | 0.02% | 139,037 | -67,487 | -32.7% | -$235.60万 | 减仓 |
| AOA | ISHARES TR | $485.24万 | 0.02% | 54,835 | -48,616 | -47.0% | -$430.20万 | 减仓 |
| BE | BLOOM ENERGY CORP | $485.19万 | 0.02% | 35,810 | -31,312 | -46.6% | -$424.24万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $483.83万 | 0.02% | 56,767 | 16,304 | 40.3% | $138.96万 | 加仓 |
| IGM | ISHARES TR | $481.55万 | 0.02% | 40,633 | -7,470 | -15.5% | -$88.53万 | 减仓 |
| DECW | AIM ETF PRODUCTS TRUST | $480.96万 | 0.02% | 143,956 | 11,988 | 9.1% | $40.05万 | 加仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $480.65万 | 0.02% | 110,360 | 10,069 | 10.0% | $43.85万 | 加仓 |
| FALN | ISHARES TR | $479.63万 | 0.02% | 179,502 | 15,543 | 9.5% | $41.53万 | 加仓 |
| ECL | ECOLAB INC | $479.19万 | 0.02% | 17,965 | -6,259 | -25.8% | -$166.95万 | 减仓 |
| BOXX | EA SERIES TRUST | $479.18万 | 0.02% | 41,206 | 6,425 | 18.5% | $74.72万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $477.88万 | 0.02% | 99,808 | 10,058 | 11.2% | $48.16万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $477.14万 | 0.02% | 45,985 | 5,339 | 13.1% | $55.40万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $476.71万 | 0.02% | 27,706 | -1,549 | -5.3% | -$26.65万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $476.08万 | 0.02% | 99,380 | -11,310 | -10.2% | -$54.18万 | 减仓 |
| WELL | WELLTOWER INC | $474.55万 | 0.02% | 24,002 | 1,850 | 8.4% | $36.58万 | 加仓 |
| USHY | ISHARES TR | $473.67万 | 0.02% | 128,576 | -16,597 | -11.4% | -$61.14万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $473.52万 | 0.02% | 141,181 | -31,276 | -18.1% | -$104.90万 | 减仓 |
| COHR | COHERENT CORP | $473.18万 | 0.02% | 19,864 | 192 | 1.0% | $4.57万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $472.74万 | 0.02% | 76,151 | 9,726 | 14.6% | $60.38万 | 加仓 |
| USFD | US FOODS HLDG CORP | $471.97万 | 0.02% | 51,184 | 1,136 | 2.3% | $10.48万 | 加仓 |
| DNL | WISDOMTREE TR | $471.66万 | 0.02% | 116,835 | 51,497 | 78.8% | $207.89万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $471.13万 | 0.02% | 176,307 | 5,549 | 3.2% | $14.83万 | 加仓 |
| IJS | ISHARES TR | $470.61万 | 0.02% | 39,731 | 385 | 1.0% | $4.56万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $470.17万 | 0.02% | 57,038 | 7,643 | 15.5% | $63.00万 | 加仓 |
| KIM | KIMCO REALTY CORP | $469.07万 | 0.02% | 208,754 | 13,224 | 6.8% | $29.71万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $468.49万 | 0.02% | 137,428 | 40,409 | 41.7% | $137.75万 | 加仓 |
| — | HARTFORD FDS EXCHANGE TRADED | $465.43万 | 0.02% | 120,109 | 4,334 | 3.7% | $16.79万 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $464.34万 | 0.02% | 92,776 | -27,479 | -22.9% | -$137.53万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $463.38万 | 0.02% | 99,141 | 7,737 | 8.5% | $36.16万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $463.13万 | 0.02% | 103,378 | -14,320 | -12.2% | -$64.15万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $460.12万 | 0.02% | 64,641 | 12,561 | 24.1% | $89.41万 | 加仓 |
| MFC | MANULIFE FINL CORP | $460.06万 | 0.02% | 133,583 | 10,341 | 8.4% | $35.61万 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $459.88万 | 0.02% | 86,126 | 21,126 | 32.5% | $112.80万 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $459.72万 | 0.02% | 95,608 | 17,095 | 21.8% | $82.20万 | 加仓 |
| AME | AMETEK INC | $458.09万 | 0.02% | 21,370 | 246 | 1.2% | $5.27万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $457.83万 | 0.02% | 169,755 | 28,404 | 20.1% | $76.61万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $454.72万 | 0.02% | 21,755 | -264 | -1.2% | -$5.52万 | 减仓 |
| VOX | VANGUARD WORLD FD | $453.76万 | 0.02% | 25,232 | 244 | 1.0% | $4.39万 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $453.40万 | 0.02% | 165,960 | 24,780 | 17.6% | $67.70万 | 加仓 |
| NET | CLOUDFLARE INC | $453.33万 | 0.02% | 21,970 | -4,087 | -15.7% | -$84.33万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $450.87万 | 0.02% | 123,223 | 49,243 | 66.6% | $180.18万 | 加仓 |
| VCR | VANGUARD WORLD FD | $450.39万 | 0.02% | 12,545 | 241 | 2.0% | $8.65万 | 加仓 |
| BUG | GLOBAL X FDS | $450.08万 | 0.02% | 179,242 | -33,783 | -15.9% | -$84.83万 | 减仓 |
| IONQ | IONQ INC | $449.99万 | 0.02% | 156,084 | -12,805 | -7.6% | -$36.92万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $449.87万 | 0.02% | 99,574 | 6,327 | 6.8% | $28.59万 | 加仓 |
| CI | THE CIGNA GROUP | $449.73万 | 0.02% | 16,860 | 1,029 | 6.5% | $27.45万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $449.21万 | 0.02% | 40,069 | 5,325 | 15.3% | $59.70万 | 加仓 |
| WRB | BERKLEY W R CORP | $449.06万 | 0.02% | 67,753 | -681 | -1.0% | -$4.51万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $448.83万 | 0.02% | 189,061 | -9,761 | -4.9% | -$23.17万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $447.66万 | 0.02% | 22,291 | -7,986 | -26.4% | -$160.38万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $447.53万 | 0.02% | 144,550 | -2,762 | -1.9% | -$8.55万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $447.37万 | 0.02% | 25,923 | -3,071 | -10.6% | -$53.00万 | 减仓 |
| WTPI | WISDOMTREE TR | $447.01万 | 0.02% | 140,084 | 118,387 | 545.6% | $377.77万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $446.57万 | 0.02% | 38,751 | -73,335 | -65.4% | -$845.11万 | 减仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $445.84万 | 0.02% | 132,611 | 86,813 | 189.6% | $291.87万 | 加仓 |
| — | ISHARES TR | $445.56万 | 0.02% | 51,605 | 33,882 | 191.2% | $292.54万 | 加仓 |
| IAUM | ISHARES GOLD TR | $444.02万 | 0.02% | 95,080 | 63,349 | 199.6% | $295.84万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $443.29万 | 0.02% | 178,508 | 65,729 | 58.3% | $163.23万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $442.18万 | 0.02% | 202,000 | 4,773 | 2.4% | $10.45万 | 加仓 |
| GIS | GENERAL MILLS INC | $441.99万 | 0.02% | 118,751 | 50,190 | 73.2% | $186.81万 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $441.84万 | 0.02% | 100,010 | 32,400 | 47.9% | $143.14万 | 加仓 |
| IYE | ISHARES TR | $441.81万 | 0.02% | 68,213 | -7,297 | -9.7% | -$47.26万 | 减仓 |
| RWR | SPDR SERIES TRUST | $439.70万 | 0.02% | 43,547 | 248 | 0.6% | $2.50万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $438.85万 | 0.02% | 177,494 | -16,967 | -8.7% | -$41.95万 | 减仓 |
| BCI | ABRDN ETFS | $438.27万 | 0.02% | 180,432 | 150,374 | 500.3% | $365.26万 | 加仓 |
| CIEN | CIENA CORP | $437.57万 | 0.02% | 11,271 | -3,771 | -25.1% | -$146.40万 | 减仓 |
| ARTY | ISHARES TR | $437.51万 | 0.02% | 94,027 | 31,482 | 50.3% | $146.49万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $436.59万 | 0.02% | 96,528 | 488 | 0.5% | $2.21万 | 加仓 |
| PFFA | ETFIS SER TR I | $434.90万 | 0.02% | 213,604 | 9,296 | 4.5% | $18.93万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $433.42万 | 0.02% | 29,934 | 4,577 | 18.1% | $66.27万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $433.14万 | 0.02% | 173,395 | -6,046 | -3.4% | -$15.10万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $431.22万 | 0.02% | 144,655 | 98,578 | 213.9% | $293.86万 | 加仓 |
| IGF | ISHARES TR | $430.93万 | 0.02% | 64,318 | -5,383 | -7.7% | -$36.07万 | 减仓 |
| VOLT | TEMA ETF TRUST | $430.71万 | 0.02% | 125,791 | 78,355 | 165.2% | $268.29万 | 加仓 |
| DLS | WISDOMTREE TR | $430.51万 | 0.02% | 52,823 | 14,225 | 36.9% | $115.93万 | 加仓 |
| AGGY | WISDOMTREE TR | $430.14万 | 0.02% | 98,998 | 34,500 | 53.5% | $149.90万 | 加仓 |
| CCL | CARNIVAL CORP | $427.41万 | 0.02% | 165,152 | 12,341 | 8.1% | $31.94万 | 加仓 |
| FISV | FISERV INC | $427.39万 | 0.02% | 76,593 | 21,363 | 38.7% | $119.20万 | 加仓 |
| IQLT | ISHARES TR | $426.38万 | 0.02% | 92,229 | -9,092 | -9.0% | -$42.03万 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $423.78万 | 0.02% | 94,370 | 8,674 | 10.1% | $38.95万 | 加仓 |
| XYLD | GLOBAL X FDS | $422.52万 | 0.02% | 107,977 | -2,121 | -1.9% | -$8.30万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $421.73万 | 0.02% | 46,786 | 4,448 | 10.5% | $40.09万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $421.13万 | 0.02% | 83,047 | -3,121 | -3.6% | -$15.83万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $418.93万 | 0.02% | 100,851 | 3,963 | 4.1% | $16.46万 | 加仓 |
| RGLD | ROYAL GOLD INC | $418.22万 | 0.02% | 16,433 | 672 | 4.3% | $17.10万 | 加仓 |
| GNL | GLOBAL NET LEASE INC | $416.38万 | 0.02% | 444,854 | 105,531 | 31.1% | $98.78万 | 加仓 |
| HGER | HARBOR ETF TRUST | $416.07万 | 0.02% | 134,174 | 118,753 | 770.1% | $368.25万 | 加仓 |
| — | VANECK ETF TRUST | $414.89万 | 0.02% | 193,839 | 142,947 | 280.9% | $305.96万 | 加仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $414.32万 | 0.02% | 82,419 | -30,801 | -27.2% | -$154.84万 | 减仓 |
| BILS | SPDR SERIES TRUST | $413.91万 | 0.02% | 41,624 | -13,196 | -24.1% | -$131.22万 | 减仓 |
| SLB | SLB LIMITED | $413.74万 | 0.02% | 80,510 | 8,903 | 12.4% | $45.75万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $412.75万 | 0.02% | 274,798 | -75,558 | -21.6% | -$113.49万 | 减仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $412.62万 | 0.02% | 122,098 | 12,045 | 10.9% | $40.70万 | 加仓 |
| — | BLACKROCK MUNIYIELD MICH QU | $411.45万 | 0.02% | 346,343 | 4,291 | 1.3% | $5.10万 | 加仓 |