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 |
|---|---|---|---|---|---|---|---|---|
| TOTL | SSGA ACTIVE ETF TR | $7,871.92万 | 1.36% | 1,981,354 | 432,741 | 27.9% | $1,719.28万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $8,220.43万 | 1.42% | 2,868,259 | 2,868,259 | — | $8,220.43万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $9,019.67万 | 1.56% | 1,668,727 | 1,661,919 | 24,411.3% | $8,982.87万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $9,086.28万 | 1.57% | 2,557,353 | 46,721 | 1.9% | $166.00万 | 加仓 |
| DEM | WISDOMTREE TR | $9,493.89万 | 1.64% | 1,910,625 | 702,359 | 58.1% | $3,490.02万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $9,535.75万 | 1.64% | 1,836,270 | 583,999 | 46.6% | $3,032.71万 | 加仓 |
| STIP | ISHARES TR | $9,553.15万 | 1.65% | 923,635 | 716,935 | 346.8% | $7,415.26万 | 加仓 |
| MUB | ISHARES TR | $9,729.98万 | 1.68% | 916,625 | 443,223 | 93.6% | $4,704.81万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1.04亿 | 1.79% | 2,163,059 | 1,391,704 | 180.4% | $6,687.14万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1.05亿 | 1.80% | 508,333 | 508,333 | — | $1.05亿 | 新建仓 |
| IVE | ISHARES TR | $1.10亿 | 1.90% | 520,387 | 255,402 | 96.4% | $5,392.81万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1.14亿 | 1.96% | 547,277 | 268,401 | 96.2% | $5,584.08万 | 加仓 |
| PAVE | GLOBAL X FDS | $1.37亿 | 2.36% | 2,695,326 | 2,021,518 | 300.0% | $1.03亿 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1.40亿 | 2.42% | 3,298,834 | 1,253,197 | 61.3% | $5,331.10万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1.53亿 | 2.64% | 3,811,756 | 1,711,940 | 81.5% | $6,880.29万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1.66亿 | 2.85% | 5,137,263 | 2,465,884 | 92.3% | $7,945.08万 | 加仓 |
| IUSG | ISHARES TR | $1.76亿 | 3.03% | 1,133,813 | 2,005 | 0.2% | $31.10万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1.78亿 | 3.08% | 2,996,562 | 2,372,791 | 380.4% | $1.41亿 | 加仓 |
| QUAL | ISHARES TR | $1.79亿 | 3.08% | 930,665 | 111,879 | 13.7% | $2,145.95万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2.12亿 | 3.66% | 4,025,407 | 1,582,882 | 64.8% | $8,354.45万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2.46亿 | 4.24% | 3,051,056 | 1,575,513 | 106.8% | $1.27亿 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3.50亿 | 6.04% | 3,579,192 | 963,453 | 36.8% | $9,433.17万 | 加仓 |
| IUSB | ISHARES TR | $3.53亿 | 6.09% | 7,645,647 | 3,041,472 | 66.1% | $1.40亿 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3.63亿 | 6.26% | 4,836,410 | 1,949,935 | 67.6% | $1.46亿 | 加仓 |
| IUSV | ISHARES TR | $3.98亿 | 6.87% | 3,893,371 | 121,202 | 3.2% | $1,239.29万 | 加仓 |