Kestra Investment Management, LLC
AUSTIN TX · SEC CIK 0001962449
$57.98亿2026Q1 申报市值
439持仓数
45.2%前十大占比 · 第一大 6.9%
85 / 51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
VEU 加仓+$1.46亿
VGIT 加仓+$1.41亿
IUSB 加仓+$1.40亿
AVEM 加仓+$1.27亿
VXF 新建仓+$1.05亿
2026Q1 卖出最多 按季末市值估算
VO 减仓-$9,259.03万
JAAA 减仓-$7,510.39万
USIG 减仓-$5,168.63万
IGLB 减仓-$4,521.86万
HYDB 减仓-$2,445.74万
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 |
|---|---|---|---|---|---|---|---|---|
| STWD | STARWOOD PPTY TR INC | $238.80万 | 0.04% | 138,677 | -12,885 | -8.5% | -$22.19万 | 减仓 |
| — | EXXON MOBIL CORP | $239.55万 | 0.04% | 14,120 | -1,644 | -10.4% | -$27.89万 | 减仓 |
| MLI | MUELLER INDS INC | $240.07万 | 0.04% | 21,667 | 8,540 | 65.1% | $94.62万 | 加仓 |
| ABBV | ABBVIE INC | $242.20万 | 0.04% | 11,136 | 5,017 | 82.0% | $109.12万 | 加仓 |
| USB | US BANCORP | $244.17万 | 0.04% | 46,946 | 46,946 | — | $244.17万 | 新建仓 |
| V | VISA INC | $245.25万 | 0.04% | 8,115 | -392 | -4.6% | -$11.85万 | 减仓 |
| NTAP | NETAPP INC | $246.31万 | 0.04% | 24,056 | 10,588 | 78.6% | $108.41万 | 加仓 |
| WU | WESTERN UN CO | $250.50万 | 0.04% | 286,938 | 47,510 | 19.8% | $41.48万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $252.03万 | 0.04% | 59,218 | -12,597 | -17.5% | -$53.61万 | 减仓 |
| NFLX | NETFLIX INC. | $253.88万 | 0.04% | 26,405 | 3,772 | 16.7% | $36.27万 | 加仓 |
| HYG | ISHARES TR | $257.17万 | 0.04% | 32,324 | 28,370 | 717.5% | $225.71万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $257.47万 | 0.04% | 26,171 | 23,962 | 1,084.7% | $235.74万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $257.57万 | 0.04% | 19,830 | 4,299 | 27.7% | $55.84万 | 加仓 |
| INTU | INTUIT | $258.25万 | 0.04% | 5,973 | 2,412 | 67.7% | $104.29万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $261.45万 | 0.05% | 9,214 | -4,197 | -31.3% | -$119.09万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $263.59万 | 0.05% | 8,868 | 3,154 | 55.2% | $93.75万 | 加仓 |
| VAL | VALARIS LTD | $265.36万 | 0.05% | 27,067 | 1,131 | 4.4% | $11.09万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $266.30万 | 0.05% | 11,534 | 1,987 | 20.8% | $45.88万 | 加仓 |
| MDT | MEDTRONIC PLC | $266.66万 | 0.05% | 30,775 | -9,644 | -23.9% | -$83.56万 | 减仓 |
| LLY | ELI LILLY & CO | $266.80万 | 0.05% | 2,901 | 732 | 33.7% | $67.32万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $267.97万 | 0.05% | 16,327 | 12,135 | 289.5% | $199.17万 | 加仓 |
| QQQ | INVESCO QQQ TR | $268.70万 | 0.05% | 4,655 | 365 | 8.5% | $21.07万 | 加仓 |
| ADT | ADT INC DEL | $269.92万 | 0.05% | 410,834 | 104,579 | 34.1% | $68.71万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $272.35万 | 0.05% | 14,191 | 1,196 | 9.2% | $22.95万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $277.80万 | 0.05% | 8,396 | 2,382 | 39.6% | $78.81万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $280.26万 | 0.05% | 33,472 | 8,448 | 33.8% | $70.74万 | 加仓 |
| PFE | PFIZER INC | $286.04万 | 0.05% | 101,867 | 101,867 | — | $286.04万 | 新建仓 |
| TFSL | TFS FINL CORP | $286.58万 | 0.05% | 203,968 | -10,531 | -4.9% | -$14.80万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $291.65万 | 0.05% | 54,130 | 13,918 | 34.6% | $74.99万 | 加仓 |
| ADSK | AUTODESK INC | $296.74万 | 0.05% | 12,395 | -4,756 | -27.7% | -$113.86万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $305.94万 | 0.05% | 60,944 | -8,268 | -11.9% | -$41.51万 | 减仓 |
| BWA | BORGWARNER INC | $309.98万 | 0.05% | 57,129 | 57,129 | — | $309.98万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $310.42万 | 0.05% | 6,478 | -3,997 | -38.2% | -$191.53万 | 减仓 |
| GOOG | ALPHABET INC | $312.09万 | 0.05% | 10,880 | 1,707 | 18.6% | $48.97万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $329.99万 | 0.06% | 40,962 | 12,823 | 45.6% | $103.30万 | 加仓 |
| FDX | FEDEX CORP | $333.04万 | 0.06% | 9,350 | 8,143 | 674.6% | $290.05万 | 加仓 |
| IEFA | ISHARES TR | $353.87万 | 0.06% | 39,089 | 3,941 | 11.2% | $35.68万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $360.82万 | 0.06% | 92,851 | 36,231 | 64.0% | $140.79万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $364.23万 | 0.06% | 12,899 | 12,899 | — | $364.23万 | 新建仓 |
| NRG | NRG ENERGY INC | $368.46万 | 0.06% | 25,211 | 209 | 0.8% | $3.05万 | 加仓 |
| DG | DOLLAR GEN CORP | $372.97万 | 0.06% | 31,413 | 13,761 | 78.0% | $163.39万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $384.71万 | 0.07% | 11,992 | 9,002 | 301.1% | $288.79万 | 加仓 |
| TSLA | TESLA INC | $389.52万 | 0.07% | 10,478 | 1,746 | 20.0% | $64.91万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $390.03万 | 0.07% | 41,499 | 11,026 | 36.2% | $103.63万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $413.92万 | 0.07% | 58,192 | -4,472 | -7.1% | -$31.81万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $414.19万 | 0.07% | 21,948 | 6,049 | 38.0% | $114.15万 | 加仓 |
| CAIE | CALAMOS ETF TR | $422.73万 | 0.07% | 168,151 | 168,151 | — | $422.73万 | 新建仓 |
| CHWY | CHEWY INC | $446.60万 | 0.08% | 165,406 | 60,079 | 57.0% | $162.21万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $448.73万 | 0.08% | 18,357 | -17 | -0.1% | -$4,156 | 减仓 |
| CSCO | CISCO SYS INC | $466.87万 | 0.08% | 60,171 | -25,183 | -29.5% | -$195.40万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $482.55万 | 0.08% | 29,185 | 7,192 | 32.7% | $118.91万 | 加仓 |
| — | QORVO INC | $488.79万 | 0.08% | 63,151 | 908 | 1.5% | $7.03万 | 加仓 |
| IVV | ISHARES TR | $490.25万 | 0.08% | 7,505 | 962 | 14.7% | $62.84万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $513.70万 | 0.09% | 8,597 | -342 | -3.8% | -$20.44万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $528.01万 | 0.09% | 102,785 | 33,882 | 49.2% | $174.05万 | 加仓 |
| META | META PLATFORMS INC | $575.84万 | 0.10% | 10,065 | -4,934 | -32.9% | -$282.28万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $619.27万 | 0.11% | 240,119 | -9,729 | -3.9% | -$25.09万 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $638.62万 | 0.11% | 18,903 | 8,086 | 74.8% | $273.18万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $685.26万 | 0.12% | 23,296 | -7,753 | -25.0% | -$228.06万 | 减仓 |
| QCOM | QUALCOMM INC | $695.34万 | 0.12% | 53,994 | 36,281 | 204.8% | $467.23万 | 加仓 |
| AVGO | BROADCOM INC | $707.77万 | 0.12% | 22,868 | -3,085 | -11.9% | -$95.48万 | 减仓 |
| AMZN | AMAZON COM INC | $712.32万 | 0.12% | 34,202 | -15,380 | -31.0% | -$320.32万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $728.81万 | 0.13% | 198,262 | 104,982 | 112.5% | $385.91万 | 加仓 |
| INFL | LISTED FDS TR | $762.16万 | 0.13% | 146,401 | -10,382 | -6.6% | -$54.05万 | 减仓 |
| PAAA | PGIM ETF TR | $788.28万 | 0.14% | 154,021 | 154,021 | — | $788.28万 | 新建仓 |
| AVIG | AMERICAN CENTY ETF TR | $935.17万 | 0.16% | 225,124 | -31,399 | -12.2% | -$130.43万 | 减仓 |
| MUNI | PIMCO ETF TR | $985.79万 | 0.17% | 188,886 | -39,033 | -17.1% | -$203.71万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,009.62万 | 0.17% | 210,864 | 69,999 | 49.7% | $335.16万 | 加仓 |
| GOOGL | ALPHABET INC | $1,089.71万 | 0.19% | 37,895 | -3,498 | -8.5% | -$100.59万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,152.83万 | 0.20% | 115,444 | 56,806 | 96.9% | $567.27万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,355.67万 | 0.23% | 258,466 | 96,190 | 59.3% | $504.52万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,418.17万 | 0.24% | 335,901 | 335,901 | — | $1,418.17万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,497.77万 | 0.26% | 135,582 | 68,087 | 100.9% | $752.16万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,767.63万 | 0.30% | 158,988 | 82,126 | 106.8% | $913.08万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,772.86万 | 0.31% | 219,931 | -13,187 | -5.7% | -$106.30万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,790.77万 | 0.31% | 252,541 | 122,331 | 93.9% | $867.45万 | 加仓 |
| AAPL | APPLE INC | $2,109.03万 | 0.36% | 83,101 | 13,300 | 19.1% | $337.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,190.14万 | 0.38% | 59,166 | 32,594 | 122.7% | $1,206.53万 | 加仓 |
| XEMD | BONDBLOXX ETF TRUST | $2,217.93万 | 0.38% | 504,648 | 504,648 | — | $2,217.93万 | 新建仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2,392.28万 | 0.41% | 716,897 | 342,401 | 91.4% | $1,142.59万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,914.96万 | 0.50% | 167,142 | 20,167 | 13.7% | $351.71万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $2,932.75万 | 0.51% | 1,208,324 | 1,208,324 | — | $2,932.75万 | 新建仓 |
| XFIV | BONDBLOXX ETF TRUST | $3,145.95万 | 0.54% | 639,942 | 639,942 | — | $3,145.95万 | 新建仓 |
| JMBS | JANUS DETROIT STR TR | $3,147.42万 | 0.54% | 696,640 | 194,512 | 38.7% | $878.81万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $3,162.67万 | 0.55% | 1,077,203 | 512,078 | 90.6% | $1,503.46万 | 加仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $3,169.55万 | 0.55% | 1,256,014 | 941,167 | 298.9% | $2,375.04万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $3,173.46万 | 0.55% | 663,626 | 663,626 | — | $3,173.46万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $3,268.06万 | 0.56% | 696,072 | 1,862 | 0.3% | $8.74万 | 加仓 |
| INTF | ISHARES TR | $3,362.69万 | 0.58% | 863,114 | -385,420 | -30.9% | -$1,501.60万 | 减仓 |
| IAGG | ISHARES TR | $3,684.68万 | 0.64% | 736,346 | 736,346 | — | $3,684.68万 | 新建仓 |
| ONEY | SPDR SERIES TRUST | $4,211.54万 | 0.73% | 350,816 | -12,726 | -3.5% | -$152.78万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $4,426.21万 | 0.76% | 801,268 | 609,545 | 317.9% | $3,367.13万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $4,476.78万 | 0.77% | 2,003,929 | 383,965 | 23.7% | $857.78万 | 加仓 |
| MBB | ISHARES TR | $5,172.90万 | 0.89% | 544,803 | -48,787 | -8.2% | -$463.23万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $5,481.62万 | 0.95% | 1,098,741 | 305,687 | 38.5% | $1,525.07万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $5,503.19万 | 0.95% | 1,230,588 | -26,695 | -2.1% | -$119.38万 | 减仓 |
| MLN | VANECK ETF TRUST | $5,671.34万 | 0.98% | 3,251,917 | 1,007,643 | 44.9% | $1,757.33万 | 加仓 |
| LRGF | ISHARES TR | $6,363.66万 | 1.10% | 964,191 | 394,925 | 69.4% | $2,606.51万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $6,912.85万 | 1.19% | 1,052,328 | 453,333 | 75.7% | $2,977.99万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $7,036.86万 | 1.21% | 1,806,176 | 709,087 | 64.6% | $2,762.60万 | 加仓 |