13FBOX
Kestra私人财富 · 13F 持仓分析
期权收益计算器 机构排行

Kestra私人财富

KESTRA PRIVATE WEALTH SERVICES, LLCNo.636
最新持仓市值 (Q2 2026)
$90.95亿
环比变动 Q1 2026
+$9.83亿+12.1%
持仓股票数
1815
新买入
177
加仓
730
减仓
819
清仓
120
持股不变
89
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
3.25%3.32%$2.95亿102.1万股$2.70亿106.2万股-4.1万股-3.84%减仓
英伟达NVDA
3.2%3.19%$2.91亿145.6万股$2.58亿148.2万股-2.6万股-1.78%减仓
亚马逊AMZN
2%1.99%$1.82亿76.3万股$1.62亿77.6万股-1.2万股-1.60%减仓
谷歌AGOOGL
1.71%1.54%$1.56亿43.6万股$1.25亿43.6万股+350股+0.08%加仓
微软MSFT
1.6%1.77%$1.46亿39.0万股$1.43亿38.8万股+2,421股+0.62%加仓
I景顺QQQ信托VOO
1.4%1.28%$1.27亿17.3万股$1.04亿18.0万股-7,321股-4.07%减仓
摩根大通JPM
1.17%1.25%$1.07亿32.5万股$1.02亿34.6万股-2.0万股-5.91%减仓
美光科技MU
1.08%0.38%$9,798.6万8.5万股$3,106.4万9.2万股-7,059股-7.68%减仓
SSPDR标普500 ETFSPY
1.04%1.01%$9,458.7万12.7万股$8,189.9万12.6万股+730股+0.58%加仓
V先锋领航指数基金VTV
1.04%1.02%$9,425.7万43.3万股$8,289.6万42.3万股+1.0万股+2.37%加仓
V先锋领航指数基金VUG
0.99%0.92%$9,035.7万104.9万股$7,424.5万17.0万股+87.9万股+517.10%加仓
IiShares安硕信托IVV
0.95%0.95%$8,619.5万11.5万股$7,743.6万11.9万股-3,450股-2.91%减仓
博通AVGO
0.94%0.88%$8,526.1万22.6万股$7,159.9万23.1万股-5,622股-2.43%减仓
伯克希尔哈撒韦BRK.B
0.88%1.03%$7,987.8万16.0万股$8,354.3万17.4万股-1.5万股-8.44%减仓
V先锋领航指数基金VOO
0.87%0.79%$7,940.1万11.6万股$6,399.6万10.7万股+8,512股+7.95%加仓
AAlphabet Inc Class CGOOG
0.86%0.83%$7,865.2万22.3万股$6,709.1万23.4万股-1.1万股-4.82%减仓
F第一信托交易所交易基金RDVY
0.86%0.79%$7,798.0万96.2万股$6,388.4万93.6万股+2.6万股+2.82%加仓
特斯拉TSLA
0.85%0.82%$7,748.8万18.4万股$6,615.5万17.8万股+6,275股+3.53%加仓
好市多COST
0.81%0.98%$7,340.0万7.8万股$7,946.9万8.0万股-1,291股-1.62%减仓
FIRST INTST BANCSYSTEMFIBK
0.75%0.83%$6,781.1万185.6万股$6,759.2万200.2万股-14.5万股-7.26%减仓
Meta平台META
0.74%0.84%$6,767.4万12.0万股$6,849.3万12.0万股+426股+0.36%加仓
礼来LLY
0.74%0.62%$6,766.6万5.6万股$4,994.9万5.4万股+2,109股+3.88%加仓
VisaV
0.73%0.74%$6,652.5万19.4万股$5,989.3万19.8万股-4,262股-2.15%减仓
IiShares安硕信托AGG
0.67%0.77%$6,084.5万61.5万股$6,247.9万62.9万股-1.5万股-2.33%减仓
IiShares安硕·RUSSELLIWF
0.67%0.62%$6,068.0万48.9万股$5,042.0万11.8万股+37.0万股+313.28%加仓
IiShares安硕信托IWD
0.61%0.58%$5,554.4万22.9万股$4,697.8万22.0万股+9,253股+4.21%加仓
SSPDR道富系列信托SPYG
0.55%0.54%$4,975.4万41.8万股$4,383.5万44.8万股-3.0万股-6.61%减仓
AMD超威AMD
0.54%0.26%$4,903.5万8.4万股$2,095.7万10.3万股-1.9万股-18.06%减仓
沃尔玛WMT
0.5%0.65%$4,591.0万40.5万股$5,302.4万42.7万股-2.1万股-4.99%减仓
艾伯维ABBV
0.5%0.48%$4,545.2万18.1万股$3,853.6万17.7万股+3,439股+1.94%加仓
IiShares安硕信托IWY
0.49%0.48%$4,468.2万15.4万股$3,900.7万15.7万股-3,009股-1.92%减仓
IiShares安硕信托IEFA
0.48%0.5%$4,333.3万44.9万股$4,025.1万44.5万股+4,056股+0.91%加仓
思科CSCO
0.46%0.34%$4,203.8万35.8万股$2,763.0万35.6万股+1,793股+0.50%加仓
家得宝HD
0.45%0.47%$4,123.7万11.7万股$3,851.9万11.7万股-193股-0.16%减仓
C资本集团股息价值CCBG
0.45%0.41%$4,095.0万83.1万股$3,291.3万77.4万股+5.7万股+7.40%加仓
IiShares安硕信托IVW
0.45%0.38%$4,053.8万29.5万股$3,062.0万27.1万股+2.4万股+8.88%加仓
V先锋领航·FTSEVEA
0.44%0.45%$4,045.6万56.8万股$3,654.7万57.0万股-2,524股-0.44%减仓
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
0.44%0.5%$4,031.2万80.1万股$4,082.1万81.1万股-1.0万股-1.27%减仓
CrowdStrikeCRWD
0.44%0.25%$4,002.2万5.2万股$1,995.9万5.1万股+1,321股+2.58%加仓
雷神技术RTX
0.44%0.5%$3,970.1万20.9万股$4,030.7万20.9万股+294股+0.14%加仓
卡特彼勒CAT
0.44%0.34%$3,963.9万3.7万股$2,764.6万3.9万股-1,800股-4.61%减仓
帕兰提尔PLTR
0.43%0.64%$3,887.4万33.3万股$5,231.6万35.8万股-2.4万股-6.84%减仓
MMFS ACTIVEMFSI
0.42%0.38%$3,856.3万118.7万股$3,119.2万105.0万股+13.8万股+13.12%加仓
WWisdomTree信托DGRW
0.42%0.45%$3,855.1万40.3万股$3,610.3万41.1万股-7,838股-1.91%减仓
埃克森美孚XOM
0.41%0.57%$3,721.9万27.2万股$4,660.1万27.5万股-2,446股-0.89%减仓
SSPDR黄金信托GLD
0.41%0.57%$3,705.3万10.1万股$4,591.9万10.7万股-6,132股-5.75%减仓
J摩根大通交易所交易基金JEPI
0.4%0.45%$3,675.1万65.1万股$3,654.2万64.5万股+5,985股+0.93%加仓
EATON VANCE MORTGAGE OPPORTUNITIES ETFCET
0.4%0.45%$3,598.4万72.0万股$3,670.0万72.9万股-9,508股-1.30%减仓
AAvantis·U SAVUV
0.39%0.37%$3,585.8万28.7万股$3,037.1万27.5万股+1.2万股+4.54%加仓
台积电TSM
0.39%0.3%$3,568.5万7.5万股$2,466.4万7.3万股+1,740股+2.38%加仓

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