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 |
|---|---|---|---|---|---|---|---|---|
| KNSL | KINSALE CAP GROUP INC | $167.90万 | 0.03% | 5,091 | -343 | -6.3% | -$11.31万 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $171.47万 | 0.03% | 19,050 | -4,545 | -19.3% | -$40.91万 | 减仓 |
| EXEL | EXELIXIS INC | $171.56万 | 0.03% | 31,530 | -7,059 | -18.3% | -$38.41万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $172.03万 | 0.03% | 15,890 | -3,940 | -19.9% | -$42.66万 | 减仓 |
| CVLT | COMMVAULT SYS INC | $172.12万 | 0.03% | 12,144 | 2,907 | 31.5% | $41.20万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $173.13万 | 0.03% | 7,288 | -1,325 | -15.4% | -$31.48万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $173.27万 | 0.03% | 3,374 | 1,129 | 50.3% | $57.98万 | 加仓 |
| IVW | ISHARES TR | $174.66万 | 0.03% | 12,700 | 1,580 | 14.2% | $21.73万 | 加仓 |
| CI | THE CIGNA GROUP | $175.14万 | 0.03% | 6,353 | 2,473 | 63.7% | $68.18万 | 加仓 |
| DLTR | DOLLAR TREE INC | $176.48万 | 0.03% | 14,591 | 7,913 | 118.5% | $95.71万 | 加仓 |
| RNG | RINGCENTRAL INC | $177.59万 | 0.03% | 45,560 | -7,743 | -14.5% | -$30.18万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $179.13万 | 0.03% | 5,293 | 2,217 | 72.1% | $75.03万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $179.20万 | 0.03% | 6,016 | -10,484 | -63.5% | -$312.30万 | 减仓 |
| ADSK | AUTODESK INC | $180.27万 | 0.03% | 9,272 | -3,123 | -25.2% | -$60.72万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $186.86万 | 0.04% | 32,429 | 14,242 | 78.3% | $82.06万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $188.02万 | 0.04% | 5,560 | -1,191 | -17.6% | -$40.28万 | 减仓 |
| MLI | MUELLER INDS INC | $190.28万 | 0.04% | 15,479 | -6,188 | -28.6% | -$76.07万 | 减仓 |
| IWD | ISHARES TR | $194.66万 | 0.04% | 8,029 | 3,432 | 74.7% | $83.21万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $195.16万 | 0.04% | 37,068 | -3,894 | -9.5% | -$20.50万 | 减仓 |
| CAT | CATERPILLAR INC | $198.70万 | 0.04% | 1,866 | -578 | -23.6% | -$61.55万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $199.27万 | 0.04% | 66,491 | 7,273 | 12.3% | $21.80万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $201.61万 | 0.04% | 35,977 | 18,609 | 107.1% | $104.28万 | 加仓 |
| WU | WESTERN UN CO | $205.08万 | 0.04% | 266,344 | -20,594 | -7.2% | -$15.86万 | 减仓 |
| ROKU | ROKU INC | $208.01万 | 0.04% | 15,058 | -2,999 | -16.6% | -$41.43万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $210.92万 | 0.04% | 6,656 | -2,212 | -24.9% | -$70.10万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $211.34万 | 0.04% | 24,280 | 4,403 | 22.2% | $38.32万 | 加仓 |
| MRK | MERCK & CO INC | $211.56万 | 0.04% | 16,464 | -2,130 | -11.5% | -$27.37万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $213.62万 | 0.04% | 9,539 | 6,047 | 173.2% | $135.42万 | 加仓 |
| TPR | TAPESTRY INC | $214.98万 | 0.04% | 14,687 | -1,518 | -9.4% | -$22.22万 | 减仓 |
| TDC | TERADATA CORP DEL | $215.37万 | 0.04% | 62,156 | 22,683 | 57.5% | $78.60万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $219.17万 | 0.04% | 5,273 | 1,987 | 60.5% | $82.59万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $220.18万 | 0.04% | 52,002 | -8,942 | -14.7% | -$37.86万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $224.59万 | 0.04% | 48,622 | -5,508 | -10.2% | -$25.44万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $227.33万 | 0.04% | 5,807 | 3,780 | 186.5% | $147.97万 | 加仓 |
| BBY | BEST BUY INC | $229.08万 | 0.04% | 30,190 | 6,877 | 29.5% | $52.18万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $230.89万 | 0.04% | 90,049 | 90,049 | — | $230.89万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $233.79万 | 0.05% | 142,728 | 4,051 | 2.9% | $6.64万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $234.39万 | 0.05% | 34,571 | 6,917 | 25.0% | $46.90万 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $237.00万 | 0.05% | 68,637 | 6,245 | 10.0% | $21.56万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $240.28万 | 0.05% | 33,724 | 11,079 | 48.9% | $78.94万 | 加仓 |
| AMGN | AMGEN INC | $242.92万 | 0.05% | 6,708 | 2,256 | 50.7% | $81.70万 | 加仓 |
| PAYX | PAYCHEX INC | $242.97万 | 0.05% | 24,710 | 6,171 | 33.3% | $60.68万 | 加仓 |
| ADT | ADT INC DEL | $245.96万 | 0.05% | 378,399 | -32,435 | -7.9% | -$21.08万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $251.86万 | 0.05% | 9,843 | -1,691 | -14.7% | -$43.27万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $257.54万 | 0.05% | 58,057 | -34,794 | -37.5% | -$154.35万 | 减仓 |
| V | VISA INC | $259.63万 | 0.05% | 7,568 | -547 | -6.7% | -$18.77万 | 减仓 |
| PFE | PFIZER INC | $262.28万 | 0.05% | 108,921 | 7,054 | 6.9% | $16.99万 | 加仓 |
| ABBV | ABBVIE INC | $267.88万 | 0.05% | 10,645 | -491 | -4.4% | -$12.36万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $269.31万 | 0.05% | 4,636 | 2,936 | 172.7% | $170.56万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $270.09万 | 0.05% | 23,757 | 4,848 | 25.6% | $55.12万 | 加仓 |
| LLY | ELI LILLY & CO | $290.00万 | 0.06% | 2,418 | -483 | -16.6% | -$57.93万 | 减仓 |
| CHWY | CHEWY INC | $291.03万 | 0.06% | 148,106 | -17,300 | -10.5% | -$33.99万 | 减仓 |
| RHI | ROBERT HALF INC. | $298.34万 | 0.06% | 97,179 | 20,214 | 26.3% | $62.06万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $300.21万 | 0.06% | 14,110 | -81 | -0.6% | -$1.72万 | 减仓 |
| QQQ | INVESCO QQQ TR | $300.49万 | 0.06% | 4,081 | -574 | -12.3% | -$42.26万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $317.75万 | 0.06% | 14,581 | 5,148 | 54.6% | $112.19万 | 加仓 |
| NRG | NRG ENERGY INC | $317.89万 | 0.06% | 21,764 | -3,447 | -13.7% | -$50.35万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $323.62万 | 0.06% | 7,468 | -1,147 | -13.3% | -$49.70万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $331.08万 | 0.06% | 35,882 | -5,617 | -13.5% | -$51.83万 | 减仓 |
| TFSL | TFS FINL CORP | $333.35万 | 0.06% | 188,122 | -15,846 | -7.8% | -$28.08万 | 减仓 |
| HAL | HALLIBURTON CO | $334.27万 | 0.06% | 98,460 | 72,596 | 280.7% | $246.46万 | 重新持有 |
| UPS | UNITED PARCEL SVCS INC | $337.83万 | 0.07% | 31,426 | 5,255 | 20.1% | $56.49万 | 加仓 |
| BWA | BORGWARNER INC | $340.53万 | 0.07% | 51,285 | -5,844 | -10.2% | -$38.80万 | 减仓 |
| DG | DOLLAR GEN CORP | $340.84万 | 0.07% | 29,610 | -1,803 | -5.7% | -$20.75万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $359.49万 | 0.07% | 41,733 | 16,641 | 66.3% | $143.35万 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $362.34万 | 0.07% | 149,357 | 149,357 | — | $362.34万 | 新建仓 |
| USB | US BANCORP | $364.07万 | 0.07% | 60,277 | 13,331 | 28.4% | $80.52万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $364.52万 | 0.07% | 7,285 | 807 | 12.5% | $40.38万 | 加仓 |
| ROST | ROSS STORES INC | $370.31万 | 0.07% | 17,398 | 17,398 | — | $370.31万 | 新建仓 |
| IEFA | ISHARES TR | $371.14万 | 0.07% | 38,428 | -661 | -1.7% | -$6.38万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $391.17万 | 0.08% | 11,174 | -1,725 | -13.4% | -$60.39万 | 减仓 |
| CAIE | CALAMOS ETF TR | $411.42万 | 0.08% | 151,202 | -16,949 | -10.1% | -$46.12万 | 减仓 |
| TSLA | TESLA INC | $429.39万 | 0.08% | 10,209 | -269 | -2.6% | -$11.31万 | 减仓 |
| GOOG | ALPHABET INC | $432.89万 | 0.08% | 12,252 | 1,372 | 12.6% | $48.48万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $437.82万 | 0.08% | 9,544 | 6,053 | 173.4% | $277.67万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $454.04万 | 0.09% | 12,270 | 278 | 2.3% | $10.29万 | 加仓 |
| NTAP | NETAPP INC | $476.71万 | 0.09% | 30,803 | 6,747 | 28.0% | $104.42万 | 加仓 |
| — | QORVO INC | $485.92万 | 0.09% | 52,098 | -11,053 | -17.5% | -$103.09万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $493.26万 | 0.10% | 26,366 | 4,418 | 20.1% | $82.65万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $493.34万 | 0.10% | 27,270 | -1,915 | -6.6% | -$34.64万 | 减仓 |
| MS | MORGAN STANLEY | $523.07万 | 0.10% | 25,022 | 23,374 | 1,418.3% | $488.61万 | 加仓 |
| FDX | FEDEX CORP | $530.78万 | 0.10% | 16,951 | 7,601 | 81.3% | $238.01万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $532.31万 | 0.10% | 20,960 | 2,603 | 14.2% | $66.11万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $536.17万 | 0.10% | 128,485 | -69,777 | -35.2% | -$291.18万 | 减仓 |
| TTC | TORO CO | $545.16万 | 0.11% | 55,960 | 55,960 | — | $545.16万 | 新建仓 |
| QCOM | QUALCOMM INC | $565.50万 | 0.11% | 30,602 | -23,392 | -43.3% | -$432.26万 | 减仓 |
| CSCO | CISCO SYS INC | $609.71万 | 0.12% | 51,908 | -8,263 | -13.7% | -$97.06万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $618.07万 | 0.12% | 8,999 | 402 | 4.7% | $27.61万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $670.43万 | 0.13% | 81,423 | 23,231 | 39.9% | $191.28万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $683.16万 | 0.13% | 15,834 | -493 | -3.0% | -$21.27万 | 减仓 |
| IVV | ISHARES TR | $736.68万 | 0.14% | 9,837 | 2,332 | 31.1% | $174.64万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $751.61万 | 0.15% | 72,937 | -42,507 | -36.8% | -$438.03万 | 减仓 |
| INFL | LISTED FDS TR | $775.73万 | 0.15% | 155,518 | 9,117 | 6.2% | $45.48万 | 加仓 |
| META | META PLATFORMS INC | $789.68万 | 0.15% | 14,019 | 3,954 | 39.3% | $222.73万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $864.65万 | 0.17% | 336,049 | 95,930 | 40.0% | $246.83万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $867.26万 | 0.17% | 205,463 | -130,438 | -38.8% | -$550.58万 | 减仓 |
| AVGO | BROADCOM INC | $948.80万 | 0.18% | 25,117 | 2,249 | 9.8% | $84.96万 | 加仓 |
| AMAT | APPLIED MATLS INC | $959.62万 | 0.19% | 13,273 | 7,310 | 122.6% | $528.50万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $977.79万 | 0.19% | 8,471 | -10,432 | -55.2% | -$1,204.15万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,026.78万 | 0.20% | 31,368 | 8,072 | 34.6% | $264.22万 | 加仓 |