13FBOX
Kestra顾问服务 · 13F 持仓分析
期权收益计算器 机构排行

Kestra顾问服务

Kestra Advisory Services, LLCNo.292 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$309.95亿
环比变动 Q1 2026
+$45.70亿+17.3%
持仓股票数
3248
新买入
271
加仓
1439
减仓
1462
清仓
128
持股不变
76
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
2.78%3.03%$8.62亿297.9万股$8.01亿315.6万股-17.7万股-5.61%减仓
英伟达NVDA
1.96%2.04%$6.09亿304.2万股$5.39亿309.2万股-5.0万股-1.62%减仓
派克汉尼汾PH
1.94%2.04%$6.01亿61.5万股$5.40亿60.3万股+1.2万股+1.94%加仓
I景顺QQQ信托VOO
1.9%1.79%$5.90亿80.1万股$4.72亿81.9万股-1.7万股-2.09%减仓
IiShares安硕信托IVV
1.87%1.87%$5.79亿77.4万股$4.93亿75.5万股+1.8万股+2.44%加仓
微软MSFT
1.38%1.49%$4.29亿114.9万股$3.93亿106.2万股+8.7万股+8.23%加仓
SSPDR标普500 ETFSPY
1.35%1.36%$4.18亿55.9万股$3.59亿55.2万股+7,850股+1.42%加仓
亚马逊AMZN
1.22%1.28%$3.78亿158.4万股$3.39亿162.7万股-4.3万股-2.65%减仓
C资本集团股息价值CCBG
1.11%0.94%$3.43亿695.5万股$2.49亿585.7万股+109.8万股+18.74%加仓
V先锋领航指数基金VOO
1.07%1.15%$3.33亿48.5万股$3.04亿50.8万股-2.3万股-4.52%减仓
V先锋领航指数基金VUG
1.06%1.04%$3.28亿380.6万股$2.76亿63.2万股+317.4万股+502.22%加仓
AAlphabet Inc Class CGOOG
0.92%0.71%$2.86亿81.0万股$1.89亿65.8万股+15.2万股+23.15%加仓
G通用动力VTI
0.9%0.9%$2.80亿75.6万股$2.37亿74.0万股+1.6万股+2.13%加仓
谷歌AGOOGL
0.89%0.78%$2.75亿77.0万股$2.06亿71.5万股+5.5万股+7.64%加仓
伯克希尔哈撒韦BRK.B
0.77%0.88%$2.37亿47.4万股$2.33亿48.7万股-1.3万股-2.65%减仓
摩根大通JPM
0.73%0.64%$2.25亿68.9万股$1.68亿57.2万股+11.7万股+20.46%加仓
V先锋领航指数基金VTV
0.72%0.72%$2.25亿103.1万股$1.90亿96.6万股+6.5万股+6.68%加仓
F第一信托交易所交易基金RDVY
0.72%0.75%$2.24亿276.2万股$1.97亿288.5万股-12.3万股-4.27%减仓
卡特彼勒CAT
0.72%0.59%$2.22亿20.8万股$1.56亿22.0万股-1.1万股-5.20%减仓
美光科技MU
0.7%0.27%$2.16亿18.7万股$7,134.3万21.1万股-2.4万股-11.25%减仓
V先锋领航白厅基金VYM
0.63%0.71%$1.95亿123.7万股$1.87亿126.1万股-2.4万股-1.91%减仓
C资本集团成长ETFCGGR
0.61%0.46%$1.90亿401.8万股$1.21亿302.1万股+99.7万股+32.99%加仓
F富达·MERRIMACK STR TRFBND
0.59%0.68%$1.82亿399.4万股$1.81亿396.7万股+2.8万股+0.70%加仓
博通AVGO
0.55%0.56%$1.70亿45.0万股$1.49亿48.2万股-3.2万股-6.70%减仓
F富达Covington信托FENI
0.54%0.56%$1.69亿420.4万股$1.48亿398.8万股+21.6万股+5.42%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.54%0.48%$1.66亿70.2万股$1.26亿58.4万股+11.7万股+20.10%加仓
IiShares安硕信托DGRO
0.53%0.21%$1.65亿217.3万股$5,597.2万79.8万股+137.5万股+172.45%加仓
J骏利亨德森JAAA
0.52%0.61%$1.61亿319.1万股$1.62亿321.7万股-2.6万股-0.81%减仓
礼来LLY
0.46%0.43%$1.42亿11.8万股$1.13亿12.3万股-4,549股-3.71%减仓
Meta平台META
0.44%0.46%$1.37亿24.4万股$1.21亿21.2万股+3.2万股+15.02%加仓
V先锋领航·MIDVO
0.44%0.4%$1.36亿168.8万股$1.05亿36.6万股+132.2万股+361.17%加仓
特斯拉TSLA
0.44%0.41%$1.35亿32.1万股$1.07亿28.9万股+3.2万股+11.15%加仓
SSPDR黄金信托GLD
0.44%0.7%$1.35亿36.6万股$1.84亿42.8万股-6.2万股-14.41%减仓
SSPDR行业精选信托XLK
0.43%0.35%$1.34亿70.3万股$9,302.8万70.0万股+3,141股+0.45%加仓
I景顺交易所交易基金信托RSP
0.42%0.44%$1.30亿61.1万股$1.17亿61.0万股+950股+0.16%加仓
IiShares安硕·COREIJR
0.41%0.37%$1.29亿86.7万股$9,859.0万79.3万股+7.4万股+9.34%加仓
V先锋领航指数基金VB
0.4%0.28%$1.25亿41.1万股$7,332.0万28.0万股+13.1万股+46.78%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.39%0.34%$1.20亿47.8万股$8,986.8万49.5万股-1.8万股-3.56%减仓
IiShares安硕信托IVW
0.38%0.37%$1.18亿86.1万股$9,720.8万85.9万股+2,020股+0.24%加仓
强生JNJ
0.37%0.39%$1.16亿45.7万股$1.04亿42.5万股+3.2万股+7.50%加仓
S道富SPYM
0.37%0.32%$1.16亿132.0万股$8,436.7万110.2万股+21.8万股+19.75%加仓
S嘉信策略信托SCHD
0.37%0.41%$1.15亿363.5万股$1.08亿352.3万股+11.2万股+3.19%加仓
J摩根大通交易所交易基金JEPI
0.37%0.39%$1.15亿203.7万股$1.04亿184.0万股+19.7万股+10.71%加仓
IiShares安硕·COREIJH
0.37%0.24%$1.15亿148.6万股$6,372.1万94.4万股+54.2万股+57.49%加仓
DDimensional维度ETF信托DFAC
0.36%0.36%$1.13亿254.3万股$9,569.8万246.3万股+8.0万股+3.26%加仓
埃克森美孚XOM
0.36%0.5%$1.13亿82.4万股$1.33亿78.2万股+4.2万股+5.39%加仓
IiShares安硕·RUSSELLIWF
0.35%0.33%$1.09亿87.7万股$8,745.4万20.5万股+67.2万股+327.54%加仓
艾伯维ABBV
0.35%0.36%$1.07亿42.7万股$9,386.4万43.2万股-4,903股-1.14%减仓
V先锋领航·FTSEVEA
0.35%0.37%$1.07亿150.3万股$9,836.6万153.5万股-3.2万股-2.09%减仓
好市多COST
0.34%0.43%$1.05亿11.2万股$1.13亿11.3万股-843股-0.75%减仓

🧭 机构资金流板块热力图

净流出 净流入