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 |
|---|---|---|---|---|---|---|---|---|
| XLU | SELECT SECTOR SPDR TR | $24.12万 | 0.00% | 5,256 | 5,256 | — | $24.12万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $24.11万 | 0.00% | 2,348 | 87 | 3.8% | $8,933 | 加仓 |
| SPGI | S&P GLOBAL INC | $24.10万 | 0.00% | 567 | -743 | -56.7% | -$31.58万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $24.08万 | 0.00% | 460 | 15 | 3.4% | $7,852 | 加仓 |
| SNY | SANOFI SA | $24.06万 | 0.00% | 4,993 | 4,993 | — | $24.06万 | 新建仓 |
| WPC | WP CAREY INC | $23.91万 | 0.00% | 3,519 | -1,194 | -25.3% | -$8.11万 | 减仓 |
| MCD | MCDONALDS CORP | $23.74万 | 0.00% | 764 | 764 | — | $23.74万 | 新建仓 |
| PLD | PROLOGIS INC. | $23.73万 | 0.00% | 1,795 | -97 | -5.1% | -$1.28万 | 减仓 |
| NMIH | NMI HLDGS INC | $23.57万 | 0.00% | 6,283 | 1,091 | 21.0% | $4.09万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $23.50万 | 0.00% | 4,371 | -4,600 | -51.3% | -$24.73万 | 减仓 |
| SNOW | SNOWFLAKE INC | $23.32万 | 0.00% | 1,546 | 1,546 | — | $23.32万 | 新建仓 |
| ALL | ALLSTATE CORP | $23.22万 | 0.00% | 1,120 | 1,120 | — | $23.22万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $23.20万 | 0.00% | 4,933 | 308 | 6.7% | $1.45万 | 加仓 |
| WFC | WELLS FARGO & CO | $22.95万 | 0.00% | 2,882 | -13,823 | -82.7% | -$110.06万 | 重新持有 |
| SHOP | SHOPIFY INC | $22.87万 | 0.00% | 1,928 | 1,928 | — | $22.87万 | 新建仓 |
| NUE | NUCOR CORP | $22.56万 | 0.00% | 1,334 | 1,334 | — | $22.56万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $22.54万 | 0.00% | 2,645 | 2,645 | — | $22.54万 | 新建仓 |
| NU | NU HLDGS LTD | $22.39万 | 0.00% | 15,584 | 3,851 | 32.8% | $5.53万 | 加仓 |
| CB | CHUBB LTD SWITZ | $22.08万 | 0.00% | 678 | 678 | — | $22.08万 | 新建仓 |
| SCMB | SCHWAB STRATEGIC TR | $21.81万 | 0.00% | 8,560 | 8,560 | — | $21.81万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $21.77万 | 0.00% | 6,010 | 590 | 10.9% | $2.14万 | 重新持有 |
| BLV | VANGUARD BD INDEX FDS | $21.71万 | 0.00% | 3,156 | 245 | 8.4% | $1.69万 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $21.67万 | 0.00% | 10,231 | 1,699 | 19.9% | $3.60万 | 重新持有 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $21.64万 | 0.00% | 3,349 | 3,349 | — | $21.64万 | 新建仓 |
| VICI | VICI PPTYS INC | $21.61万 | 0.00% | 7,911 | 7,911 | — | $21.61万 | 新建仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $21.56万 | 0.00% | 5,538 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $21.33万 | 0.00% | 1,665 | 1,665 | — | $21.33万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $20.91万 | 0.00% | 6,157 | 6,157 | — | $20.91万 | 新建仓 |
| SUSC | ISHARES TR | $20.87万 | 0.00% | 9,022 | 150 | 1.7% | $3,471 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $20.71万 | 0.00% | 991 | -806 | -44.9% | -$16.85万 | 减仓 |
| CUBE | CUBESMART | $20.50万 | 0.00% | 5,594 | 5,594 | — | $20.50万 | 新建仓 |
| MRP | MILLROSE PPTYS INC | $20.48万 | 0.00% | 7,315 | 7,315 | — | $20.48万 | 新建仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $20.16万 | 0.00% | 5,485 | 5,485 | — | $20.16万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.04万 | 0.00% | 8,076 | 8,076 | — | $20.04万 | 新建仓 |
| USXF | ISHARES TR | $20.01万 | 0.00% | 3,625 | 53 | 1.5% | $2,925 | 加仓 |
| RKT | ROCKET COS INC | $18.54万 | 0.00% | 13,008 | 13,008 | — | $18.54万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $5.84万 | 0.00% | 12,611 | -32,271 | -71.9% | -$14.94万 | 减仓 |
| ABEV | AMBEV SA | $4.16万 | 0.00% | 14,232 | 441 | 3.2% | $1,288 | 加仓 |
| — | ALIGHT INC | $1.04万 | 0.00% | 17,790 | -84,369 | -82.6% | -$4.92万 | 减仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -393,836 | -100.0% | -$1,981.78万 | 清仓 |
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -271,457 | -100.0% | -$1,321.45万 | 清仓 |
| DGCB | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -112,523 | -100.0% | -$610.30万 | 清仓 |
| HYD | VANECK ETF TRUST | $0 | 0.00% | 0 | -83,920 | -100.0% | -$429.00万 | 清仓 |
| EMHY | ISHARES INC | $0 | 0.00% | 0 | -95,908 | -100.0% | -$387.18万 | 清仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -29,946 | -100.0% | -$357.32万 | 清仓 |
| DFGP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -56,533 | -100.0% | -$305.67万 | 清仓 |
| — | FIDELITY GREENWOOD STREET TR | $0 | 0.00% | 0 | -92,480 | -100.0% | -$265.23万 | 清仓 |
| TOPT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -18,066 | -100.0% | -$256.97万 | 清仓 |
| MAT | MATTEL INC | $0 | 0.00% | 0 | -107,157 | -100.0% | -$212.60万 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -5,726 | -100.0% | -$202.48万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -5,052 | -100.0% | -$193.65万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -5,677 | -100.0% | -$137.85万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -3,791 | -100.0% | -$132.68万 | 清仓 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | -5,703 | -100.0% | -$123.97万 | 清仓 |
| P | PURE STORAGE INC | $0 | 0.00% | 0 | -18,046 | -100.0% | -$120.93万 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -4,661 | -100.0% | -$106.28万 | 清仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STT | STATE STR CORP | $0 | 0.00% | 0 | -7,976 | -100.0% | -$102.90万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -4,462 | -100.0% | -$101.61万 | 清仓 |
| TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | -2,668 | -100.0% | -$100.01万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -4,357 | -100.0% | -$97.26万 | 清仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -18,139 | -100.0% | -$92.40万 | 清仓 |
| LOPE | GRAND CANYON ED INC | $0 | 0.00% | 0 | -5,486 | -100.0% | -$91.24万 | 清仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $0 | 0.00% | 0 | -25,411 | -100.0% | -$89.78万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -1,539 | -100.0% | -$88.30万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | -4,665 | -100.0% | -$55.68万 | 清仓 |
| DYNF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDMO | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -6,069 | -100.0% | -$50.96万 | 清仓 |
| TXNM | TXNM ENERGY INC | $0 | 0.00% | 0 | -8,548 | -100.0% | -$50.33万 | 清仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -10,431 | -100.0% | -$50.07万 | 清仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VC | VISTEON CORP | $0 | 0.00% | 0 | -4,969 | -100.0% | -$47.26万 | 清仓 |
| FR | FIRST INDL RLTY TR INC | $0 | 0.00% | 0 | -7,814 | -100.0% | -$44.75万 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FVAL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -5,896 | -100.0% | -$42.61万 | 清仓 |
| — | CIVITAS RESOURCES INC | $0 | 0.00% | 0 | -15,705 | -100.0% | -$42.54万 | 清仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $0 | 0.00% | 0 | -44,998 | -100.0% | -$42.39万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -4,760 | -100.0% | -$42.30万 | 清仓 |
| FCX | FREEPORT-MCMORAN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -4,658 | -100.0% | -$40.60万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -8,077 | -100.0% | -$38.24万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -1,068 | -100.0% | -$36.63万 | 清仓 |
| FQAL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -4,839 | -100.0% | -$36.58万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,193 | -100.0% | -$34.34万 | 清仓 |
| IWY | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,143 | -100.0% | -$33.85万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESGU | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CROX | CROCS INC | $0 | 0.00% | 0 | -3,707 | -100.0% | -$31.70万 | 清仓 |