Kestra Investment Management, LLC
AUSTIN TX · SEC CIK 0001962449
$51.62亿2026Q2 申报市值
519持仓数
44.3%前十大占比 · 第一大 9.5%
87 / 42新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IUSV 加仓+$6,286.80万
IUSG 加仓+$2,969.15万
VO 加仓+$1,789.23万
XEMD 加仓+$1,682.36万
MLN 加仓+$1,273.19万
2026Q2 卖出最多 按季末市值估算
VEU 减仓-$1.32亿
AVEM 减仓-$1.12亿
IUSB 减仓-$1.07亿
VWO 减仓-$9,910.23万
SPYG 减仓-$7,841.10万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IUSV | ISHARES TR | $4.92亿 | 9.53% | 4,464,120 | 570,749 | 14.7% | $6,286.80万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3.47亿 | 6.73% | 2,920,221 | -658,971 | -18.4% | -$7,841.10万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2.73亿 | 5.29% | 3,263,559 | -1,572,851 | -32.5% | -$1.32亿 | 减仓 |
| IUSB | ISHARES TR | $2.46亿 | 4.77% | 5,336,406 | -2,309,241 | -30.2% | -$1.07亿 | 减仓 |
| IUSG | ISHARES TR | $2.08亿 | 4.02% | 1,322,967 | 189,154 | 16.7% | $2,969.15万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1.82亿 | 3.52% | 1,885,486 | -1,165,570 | -38.2% | -$1.12亿 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.39亿 | 2.70% | 2,576,518 | -1,448,889 | -36.0% | -$7,826.90万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $1.36亿 | 2.63% | 550,893 | 42,560 | 8.4% | $1,047.87万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1.33亿 | 2.58% | 2,824,513 | -987,243 | -25.9% | -$4,659.79万 | 减仓 |
| QUAL | ISHARES TR | $1.30亿 | 2.52% | 593,900 | -336,765 | -36.2% | -$7,389.63万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1.25亿 | 2.42% | 2,530,961 | -767,873 | -23.3% | -$3,784.08万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1.12亿 | 2.17% | 1,895,511 | -1,101,051 | -36.7% | -$6,494.00万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1.05亿 | 2.03% | 3,071,494 | -2,065,769 | -40.2% | -$7,049.44万 | 减仓 |
| PAVE | GLOBAL X FDS | $9,700.00万 | 1.88% | 1,646,301 | -1,049,025 | -38.9% | -$6,180.85万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $9,226.04万 | 1.79% | 323,063 | -224,214 | -41.0% | -$6,403.11万 | 减仓 |
| DEM | WISDOMTREE TR | $9,022.08万 | 1.75% | 1,677,279 | -233,346 | -12.2% | -$1,255.17万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $8,325.18万 | 1.61% | 2,234,347 | -323,006 | -12.6% | -$1,203.52万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $8,268.46万 | 1.60% | 1,229,693 | 177,365 | 16.9% | $1,192.60万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $7,610.36万 | 1.47% | 1,439,993 | 209,405 | 17.0% | $1,106.71万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $7,337.22万 | 1.42% | 1,401,838 | -434,432 | -23.7% | -$2,273.82万 | 减仓 |
| IVE | ISHARES TR | $7,174.93万 | 1.39% | 315,993 | -204,394 | -39.3% | -$4,640.97万 | 减仓 |
| MLN | VANECK ETF TRUST | $7,055.10万 | 1.37% | 3,967,998 | 716,081 | 22.0% | $1,273.19万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $6,665.83万 | 1.29% | 1,688,835 | -292,519 | -14.8% | -$1,154.57万 | 减仓 |
| MUB | ISHARES TR | $6,635.45万 | 1.29% | 616,563 | -300,062 | -32.7% | -$3,229.27万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $6,477.69万 | 1.25% | 1,337,537 | -825,522 | -38.2% | -$3,998.00万 | 减仓 |
| STIP | ISHARES TR | $6,407.11万 | 1.24% | 627,164 | -296,471 | -32.1% | -$3,028.75万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $5,953.37万 | 1.15% | 2,096,996 | -771,263 | -26.9% | -$2,189.62万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $5,790.85万 | 1.12% | 1,144,888 | 46,147 | 4.2% | $233.41万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $5,142.66万 | 1.00% | 1,246,705 | -559,471 | -31.0% | -$2,307.82万 | 减仓 |
| LRGF | ISHARES TR | $4,965.78万 | 0.96% | 656,588 | -307,603 | -31.9% | -$2,326.40万 | 减仓 |
| ONEY | SPDR SERIES TRUST | $4,828.47万 | 0.94% | 376,930 | 26,114 | 7.4% | $334.52万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $4,176.97万 | 0.81% | 692,813 | -108,455 | -13.5% | -$653.88万 | 减仓 |
| IAGG | ISHARES TR | $4,070.42万 | 0.79% | 804,432 | 68,086 | 9.2% | $344.51万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $4,025.28万 | 0.78% | 859,919 | 163,847 | 23.5% | $766.97万 | 加仓 |
| XEMD | BONDBLOXX ETF TRUST | $3,949.24万 | 0.77% | 879,172 | 374,524 | 74.2% | $1,682.36万 | 加仓 |
| MBB | ISHARES TR | $3,738.11万 | 0.72% | 395,483 | -149,320 | -27.4% | -$1,411.37万 | 减仓 |
| INTF | ISHARES TR | $3,149.66万 | 0.61% | 768,961 | -94,153 | -10.9% | -$385.65万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,091.81万 | 0.60% | 154,521 | -12,621 | -7.6% | -$252.53万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $3,091.10万 | 0.60% | 1,386,767 | -617,162 | -30.8% | -$1,375.65万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $2,581.94万 | 0.50% | 534,010 | -129,616 | -19.5% | -$626.69万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $2,578.07万 | 0.50% | 573,031 | -123,609 | -17.7% | -$556.12万 | 减仓 |
| XFIV | BONDBLOXX ETF TRUST | $2,516.94万 | 0.49% | 517,038 | -122,904 | -19.2% | -$598.30万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $2,454.75万 | 0.48% | 744,539 | -332,664 | -30.9% | -$1,096.79万 | 减仓 |
| AAPL | APPLE INC | $2,299.82万 | 0.45% | 79,480 | -3,621 | -4.4% | -$104.78万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $2,260.56万 | 0.44% | 247,841 | 27,910 | 12.7% | $254.57万 | 加仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $2,239.42万 | 0.43% | 877,172 | -378,842 | -30.2% | -$967.18万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $2,151.89万 | 0.42% | 891,421 | -316,903 | -26.2% | -$765.00万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,136.46万 | 0.41% | 57,275 | -1,891 | -3.2% | -$70.54万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2,046.76万 | 0.40% | 483,526 | -233,371 | -32.6% | -$987.86万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,987.21万 | 0.38% | 246,644 | 222,072 | 903.8% | $1,789.23万 | 加仓 |
| GOOGL | ALPHABET INC | $1,875.06万 | 0.36% | 52,468 | 14,573 | 38.5% | $520.80万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,806.22万 | 0.35% | 337,014 | 78,548 | 30.4% | $420.98万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,491.84万 | 0.29% | 182,065 | -70,476 | -27.9% | -$577.48万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,457.66万 | 0.28% | 113,808 | -45,180 | -28.4% | -$578.67万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,327.91万 | 0.26% | 278,096 | 67,232 | 31.9% | $321.03万 | 加仓 |
| AMZN | AMAZON COM INC | $1,200.34万 | 0.23% | 50,362 | 16,160 | 47.2% | $385.16万 | 加仓 |
| MUNI | PIMCO ETF TR | $1,180.83万 | 0.23% | 224,493 | 35,607 | 18.9% | $187.29万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $1,179.04万 | 0.23% | 284,724 | 59,600 | 26.5% | $246.80万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,068.98万 | 0.21% | 85,683 | -49,899 | -36.8% | -$622.54万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $1,067.60万 | 0.21% | 139,319 | 139,319 | — | $1,067.60万 | 新建仓 |
| PAAA | PGIM ETF TR | $1,039.65万 | 0.20% | 202,779 | 48,758 | 31.7% | $249.98万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,026.78万 | 0.20% | 31,368 | 8,072 | 34.6% | $264.22万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $977.79万 | 0.19% | 8,471 | -10,432 | -55.2% | -$1,204.15万 | 减仓 |
| AMAT | APPLIED MATLS INC | $959.62万 | 0.19% | 13,273 | 7,310 | 122.6% | $528.50万 | 加仓 |
| AVGO | BROADCOM INC | $948.80万 | 0.18% | 25,117 | 2,249 | 9.8% | $84.96万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $867.26万 | 0.17% | 205,463 | -130,438 | -38.8% | -$550.58万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $864.65万 | 0.17% | 336,049 | 95,930 | 40.0% | $246.83万 | 加仓 |
| META | META PLATFORMS INC | $789.68万 | 0.15% | 14,019 | 3,954 | 39.3% | $222.73万 | 加仓 |
| INFL | LISTED FDS TR | $775.73万 | 0.15% | 155,518 | 9,117 | 6.2% | $45.48万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $751.61万 | 0.15% | 72,937 | -42,507 | -36.8% | -$438.03万 | 减仓 |
| IVV | ISHARES TR | $736.68万 | 0.14% | 9,837 | 2,332 | 31.1% | $174.64万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $683.16万 | 0.13% | 15,834 | -493 | -3.0% | -$21.27万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $670.43万 | 0.13% | 81,423 | 23,231 | 39.9% | $191.28万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $618.07万 | 0.12% | 8,999 | 402 | 4.7% | $27.61万 | 加仓 |
| CSCO | CISCO SYS INC | $609.71万 | 0.12% | 51,908 | -8,263 | -13.7% | -$97.06万 | 减仓 |
| QCOM | QUALCOMM INC | $565.50万 | 0.11% | 30,602 | -23,392 | -43.3% | -$432.26万 | 减仓 |
| TTC | TORO CO | $545.16万 | 0.11% | 55,960 | 55,960 | — | $545.16万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $536.17万 | 0.10% | 128,485 | -69,777 | -35.2% | -$291.18万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $532.31万 | 0.10% | 20,960 | 2,603 | 14.2% | $66.11万 | 加仓 |
| FDX | FEDEX CORP | $530.78万 | 0.10% | 16,951 | 7,601 | 81.3% | $238.01万 | 加仓 |
| MS | MORGAN STANLEY | $523.07万 | 0.10% | 25,022 | 23,374 | 1,418.3% | $488.61万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $493.34万 | 0.10% | 27,270 | -1,915 | -6.6% | -$34.64万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $493.26万 | 0.10% | 26,366 | 4,418 | 20.1% | $82.65万 | 加仓 |
| — | QORVO INC | $485.92万 | 0.09% | 52,098 | -11,053 | -17.5% | -$103.09万 | 减仓 |
| NTAP | NETAPP INC | $476.71万 | 0.09% | 30,803 | 6,747 | 28.0% | $104.42万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $454.04万 | 0.09% | 12,270 | 278 | 2.3% | $10.29万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $437.82万 | 0.08% | 9,544 | 6,053 | 173.4% | $277.67万 | 加仓 |
| GOOG | ALPHABET INC | $432.89万 | 0.08% | 12,252 | 1,372 | 12.6% | $48.48万 | 加仓 |
| TSLA | TESLA INC | $429.39万 | 0.08% | 10,209 | -269 | -2.6% | -$11.31万 | 减仓 |
| CAIE | CALAMOS ETF TR | $411.42万 | 0.08% | 151,202 | -16,949 | -10.1% | -$46.12万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $391.17万 | 0.08% | 11,174 | -1,725 | -13.4% | -$60.39万 | 减仓 |
| IEFA | ISHARES TR | $371.14万 | 0.07% | 38,428 | -661 | -1.7% | -$6.38万 | 减仓 |
| ROST | ROSS STORES INC | $370.31万 | 0.07% | 17,398 | 17,398 | — | $370.31万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $364.52万 | 0.07% | 7,285 | 807 | 12.5% | $40.38万 | 加仓 |
| USB | US BANCORP | $364.07万 | 0.07% | 60,277 | 13,331 | 28.4% | $80.52万 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $362.34万 | 0.07% | 149,357 | 149,357 | — | $362.34万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $359.49万 | 0.07% | 41,733 | 16,641 | 66.3% | $143.35万 | 加仓 |
| DG | DOLLAR GEN CORP | $340.84万 | 0.07% | 29,610 | -1,803 | -5.7% | -$20.75万 | 减仓 |
| BWA | BORGWARNER INC | $340.53万 | 0.07% | 51,285 | -5,844 | -10.2% | -$38.80万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $337.83万 | 0.07% | 31,426 | 5,255 | 20.1% | $56.49万 | 加仓 |