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Kestra投资管理 · 13F 持仓分析
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Kestra投资管理

Kestra Investment Management, LLCNo.942 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$51.62亿
环比变动 Q1 2026
-$6.36亿-11.0%
持仓股票数
519
新买入
122
加仓
163
减仓
225
清仓
42
持股不变
9
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
IiShares安硕信托IUSV
9.53%6.87%$4.92亿446.4万股$3.98亿389.3万股+57.1万股+14.66%加仓
SSPDR道富系列信托SPYG
6.73%6.04%$3.47亿292.0万股$3.50亿357.9万股-65.9万股-18.41%减仓
V先锋领航国际股票指数基金VEU
5.29%6.26%$2.73亿326.4万股$3.63亿483.6万股-157.3万股-32.52%减仓
IiShares安硕信托IUSB
4.77%6.09%$2.46亿533.6万股$3.53亿764.6万股-230.9万股-30.20%减仓
IiShares安硕·S&PIUSG
4.02%3.03%$2.08亿132.3万股$1.76亿113.4万股+18.9万股+16.68%加仓
A美国世纪ETF信托AVEM
3.52%4.24%$1.82亿188.5万股$2.46亿305.1万股-116.6万股-38.20%减仓
DDimensional维度ETF信托DFIV
2.7%3.66%$1.39亿257.7万股$2.12亿402.5万股-144.9万股-35.99%减仓
V先锋领航指数基金VXF
2.63%1.8%$1.36亿55.1万股$1.05亿50.8万股+4.3万股+8.37%加仓
C资本集团成长ETFCGGR
2.58%2.64%$1.33亿282.5万股$1.53亿381.2万股-98.7万股-25.90%减仓
IiShares安硕·MSCIQUAL
2.52%3.08%$1.30亿59.4万股$1.79亿93.1万股-33.7万股-36.19%减仓
C资本集团股息价值CCBG
2.42%2.42%$1.25亿253.1万股$1.40亿329.9万股-76.8万股-23.28%减仓
V先锋领航斯科茨代尔基金VGIT
2.17%3.08%$1.12亿189.6万股$1.78亿299.7万股-110.1万股-36.74%减仓
DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP
2.03%2.85%$1.05亿307.1万股$1.66亿513.7万股-206.6万股-40.21%减仓
GGlobal X基金PAVE
1.88%2.36%$9,700.0万164.6万股$1.37亿269.5万股-104.9万股-38.92%减仓
F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC
1.79%1.96%$9,226.0万32.3万股$1.14亿54.7万股-22.4万股-40.97%减仓
WWisdomTree信托DEM
1.75%1.64%$9,022.1万167.7万股$9,493.9万191.1万股-23.3万股-12.21%减仓
DDimensional维度ETF信托DFIC
1.61%1.57%$8,325.2万223.4万股$9,086.3万255.7万股-32.3万股-12.63%减仓
VVANGUARD EMERGINGVWOB
1.6%1.19%$8,268.5万123.0万股$6,912.9万105.2万股+17.7万股+16.85%加仓
F富达Covington信托FSMD
1.47%0.95%$7,610.4万144.0万股$5,503.2万123.1万股+20.9万股+17.02%加仓
B贝莱德·ETF TRUST IIBINC
1.42%1.64%$7,337.2万140.2万股$9,535.8万183.6万股-43.4万股-23.66%减仓
IiShares安硕·S&PIVE
1.39%1.9%$7,174.9万31.6万股$1.10亿52.0万股-20.4万股-39.28%减仓
VanEck ETF信托MLN
1.37%0.98%$7,055.1万396.8万股$5,671.3万325.2万股+71.6万股+22.02%加仓
SSSGA ACTIVE ETF TRWIP
1.29%1.36%$6,665.8万168.9万股$7,871.9万198.1万股-29.3万股-14.76%减仓
IiShares安硕信托GVI
1.29%1.68%$6,635.5万61.7万股$9,730.0万91.7万股-30.0万股-32.74%减仓
V先锋领航·TOTALBNDX
1.25%1.79%$6,477.7万133.8万股$1.04亿216.3万股-82.6万股-38.16%减仓
IiShares安硕信托STIP
1.24%1.65%$6,407.1万62.7万股$9,553.2万92.4万股-29.6万股-32.10%减仓
S道富SPTI
1.15%1.42%$5,953.4万209.7万股$8,220.4万286.8万股-77.1万股-26.89%减仓
V先锋领航市政债券基金VTEB
1.12%0.95%$5,790.8万114.5万股$5,481.6万109.9万股+4.6万股+4.20%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
1%1.21%$5,142.7万124.7万股$7,036.9万180.6万股-55.9万股-30.98%减仓
IiShares安硕信托LRGF
0.96%1.1%$4,965.8万65.7万股$6,363.7万96.4万股-30.8万股-31.90%减仓
SSTATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETFONEY
0.94%0.73%$4,828.5万37.7万股$4,211.5万35.1万股+2.6万股+7.44%加仓
F富达Covington信托FDVV
0.81%0.76%$4,177.0万69.3万股$4,426.2万80.1万股-10.8万股-13.54%减仓
IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG
0.79%$4,070.4万80.4万股$00股+80.4万股新买入
V先锋领航斯科茨代尔基金VMBS
0.78%0.56%$4,025.3万86.0万股$3,268.1万69.6万股+16.4万股+23.54%加仓
BBONDBLOXX JP MORGAN USD EMERGING MKTS 1-10 YR BDXEMD
0.77%0.38%$3,949.2万87.9万股$2,217.9万50.5万股+37.5万股+74.21%加仓
iShares安硕·MBSACGL
0.72%0.89%$3,738.1万39.5万股$5,172.9万54.5万股-14.9万股-27.41%减仓
IiShares安硕·INTERNATIONAL EQUITY FACTOR ETFINTF
0.61%0.58%$3,149.7万76.9万股$3,362.7万86.3万股-9.4万股-10.91%减仓
英伟达NVDA
0.6%0.5%$3,091.8万15.5万股$2,915.0万16.7万股-1.3万股-7.55%减仓
CCAPITAL GROUP FIXED INCOME ETFRFCI
0.6%0.77%$3,091.1万138.7万股$4,476.8万200.4万股-61.7万股-30.80%减仓
JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB
0.5%0.55%$2,581.9万53.4万股$3,173.5万66.4万股-13.0万股-19.53%减仓
J骏利Detroit策略信托JMBS
0.5%0.54%$2,578.1万57.3万股$3,147.4万69.7万股-12.4万股-17.74%减仓
BBONDBLOXX BLOOMBERG FIVEYEAR TARGET DURATION US TREASURY ETFXFIV
0.49%0.54%$2,516.9万51.7万股$3,146.0万64.0万股-12.3万股-19.21%减仓
CCAPITAL CONSERVATIVE ECGCV
0.48%0.55%$2,454.7万74.5万股$3,162.7万107.7万股-33.3万股-30.88%减仓
苹果AAPL
0.45%0.36%$2,299.8万7.9万股$2,109.0万8.3万股-3,621股-4.36%减仓
A美国世纪ETF信托AVLV
0.44%0.31%$2,260.6万24.8万股$1,772.9万22.0万股+2.8万股+12.69%加仓
C资本集团固定收益ETF信托CGIB
0.43%0.55%$2,239.4万87.7万股$3,169.6万125.6万股-37.9万股-30.16%减仓
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
0.42%0.51%$2,151.9万89.1万股$2,932.7万120.8万股-31.7万股-26.23%减仓
微软MSFT
0.41%0.38%$2,136.5万5.7万股$2,190.1万5.9万股-1,891股-3.20%减仓
CCAPITAL GBL GROWTH EQTCGGR
0.4%0.41%$2,046.8万48.4万股$2,392.3万71.7万股-23.3万股-32.55%减仓
V先锋领航·MIDVO
0.38%0.03%$1,987.2万24.7万股$176.4万6,143股+24.1万股+3,915.04%加仓

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