King Wealth Management Group
SARATOGA SPRINGS NY · SEC CIK 0001568235
$8.00亿2026Q1 申报市值
158持仓数
56.6%前十大占比 · 第一大 14.0%
5 / 11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
SPY 加仓+$468.83万
TSLA 加仓+$259.63万
AMZN 加仓+$191.04万
VTV 加仓+$168.94万
UTHR 加仓+$157.15万
2026Q1 卖出最多 按季末市值估算
BXSL 清仓-$389.90万
CI 减仓-$280.08万
ORCL 减仓-$223.76万
APO 清仓-$88.30万
TEVA PHARMACEUTI 减仓-$75.30万
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 |
|---|---|---|---|---|---|---|---|---|
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -148,078 | -100.0% | -$389.90万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -6,100 | -100.0% | -$88.30万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -7,232 | -100.0% | -$48.60万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$27.10万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS VIG | $0 | 0.00% | 0 | -1,168 | -100.0% | -$25.70万 | 清仓 |
| LAZ | LAZARD INC | $0 | 0.00% | 0 | -4,500 | -100.0% | -$21.90万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -886 | -100.0% | -$21.50万 | 清仓 |
| JNK | SPDR SERIES TRUST JNK | $0 | 0.00% | 0 | -2,199 | -100.0% | -$21.40万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -765 | -100.0% | -$20.50万 | 清仓 |
| VMI | VALMONT INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MIND MEDICINE MINDMED INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$13.40万 | 清仓 |
| — | LIFEMD INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$3.40万 | 清仓 |
| — | ALDEYRA THERAPEUTICS INC | $2.00万 | 0.00% | 11,900 | 1,100 | 10.2% | $1,849 | 加仓 |
| — | HERON THERAPEUTICS INC | $2.60万 | 0.00% | 32,799 | 2,000 | 6.5% | $1,585 | 加仓 |
| — | GRAYSCALE SOLANA STAKING ETF GSOL | $6.10万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| IHS | IHS HOLDING LIMITED | $12.10万 | 0.02% | 14,710 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR ETHA | $15.80万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE TAX MNGED BUY WR | $17.60万 | 0.02% | 12,177 | 29 | 0.2% | $419 | 加仓 |
| TU | TELUS CORPORATION | $18.80万 | 0.02% | 14,670 | 0 | 0.0% | — | 不变 |
| DFTX | DEFINIUM THERAPEUTICS INC | $18.90万 | 0.02% | 10,000 | 10,000 | — | $18.90万 | 新建仓 |
| BAC | BANK AMERICA CORP | $20.90万 | 0.03% | 4,286 | 3 | 0.1% | $146 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $21.30万 | 0.03% | 622 | -9 | -1.4% | -$3,082 | 减仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $21.40万 | 0.03% | 21,000 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $21.70万 | 0.03% | 719 | -89 | -11.0% | -$2.69万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $22.90万 | 0.03% | 810 | 810 | — | $22.90万 | 新建仓 |
| IEI | ISHARES TR IEI | $23.80万 | 0.03% | 2,006 | -34 | -1.7% | -$4,034 | 减仓 |
| WPC | WP CAREY INC | $23.80万 | 0.03% | 3,495 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $24.00万 | 0.03% | 1,725 | 41 | 2.4% | $5,704 | 加仓 |
| IWB | ISHARES TR IWB | $24.50万 | 0.03% | 686 | 0 | 0.0% | — | 不变 |
| FELC | FIDELITY COVINGTON TRUST FELC | $24.80万 | 0.03% | 6,830 | 15 | 0.2% | $545 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $26.10万 | 0.03% | 1,626 | -1,500 | -48.0% | -$24.08万 | 减仓 |
| KEY | KEYCORP | $26.20万 | 0.03% | 13,072 | -1,269 | -8.8% | -$2.54万 | 减仓 |
| BA | BOEING CO | $26.60万 | 0.03% | 1,338 | 0 | 0.0% | — | 不变 |
| OIH | VANECK ETF TRUST OIH | $27.20万 | 0.03% | 672 | 672 | — | $27.20万 | 新建仓 |
| DIS | DISNEY WALT CO | $27.50万 | 0.03% | 2,856 | 26 | 0.9% | $2,504 | 加仓 |
| AMAT | APPLIED MATLS INC | $27.70万 | 0.03% | 811 | 1 | 0.1% | $342 | 加仓 |
| TIP | ISHARES TR TIP | $28.30万 | 0.04% | 2,567 | -101 | -3.8% | -$1.11万 | 减仓 |
| T | AT&T INC | $29.30万 | 0.04% | 10,094 | -743 | -6.9% | -$2.16万 | 减仓 |
| CSCO | CISCO SYS INC | $29.50万 | 0.04% | 3,801 | -999 | -20.8% | -$7.75万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $29.80万 | 0.04% | 1,068 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $30.60万 | 0.04% | 1,046 | -41 | -3.8% | -$1.20万 | 减仓 |
| MS | MORGAN STANLEY | $30.80万 | 0.04% | 1,871 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $32.00万 | 0.04% | 1,183 | -30 | -2.5% | -$8,115 | 减仓 |
| PWR | QUANTA SVCS INC | $32.70万 | 0.04% | 596 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR IWD | $33.10万 | 0.04% | 1,548 | 0 | 0.0% | — | 不变 |
| TRST | TRUSTCO BK CORP N Y | $33.20万 | 0.04% | 7,590 | 5 | 0.1% | $219 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $33.20万 | 0.04% | 983 | 35 | 3.7% | $1.18万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR XLK | $34.50万 | 0.04% | 2,598 | -16 | -0.6% | -$2,125 | 减仓 |
| SO | SOUTHERN CO | $35.20万 | 0.04% | 3,643 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $36.50万 | 0.05% | 276 | 13 | 4.9% | $1.72万 | 加仓 |
| COP | CONOCOPHILLIPS | $37.60万 | 0.05% | 2,848 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS BND | $40.50万 | 0.05% | 5,503 | -168 | -3.0% | -$1.24万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $41.30万 | 0.05% | 6,812 | -1,011 | -12.9% | -$6.13万 | 减仓 |
| SDY | SPDR SERIES TRUST SDY | $41.40万 | 0.05% | 2,836 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $41.40万 | 0.05% | 1,176 | -21 | -1.8% | -$7,393 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $42.20万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $42.40万 | 0.05% | 4,568 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $43.80万 | 0.05% | 6,642 | 402 | 6.4% | $2.65万 | 加仓 |
| IWR | ISHARES TR IWR | $43.90万 | 0.05% | 4,520 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $43.90万 | 0.05% | 7,000 | 7,000 | — | $43.90万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $44.40万 | 0.06% | 3,391 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $45.90万 | 0.06% | 1,893 | 23 | 1.2% | $5,577 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $46.00万 | 0.06% | 3,512 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $46.70万 | 0.06% | 12,534 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $47.50万 | 0.06% | 2,299 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $48.90万 | 0.06% | 3,200 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V | $49.60万 | 0.06% | 70,000 | 70,000 | — | $49.60万 | 新建仓 |
| OEF | ISHARES TR OEF | $49.90万 | 0.06% | 1,570 | -26 | -1.6% | -$8,264 | 减仓 |
| INGR | INGREDION INC | $52.10万 | 0.07% | 4,625 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR IBB | $52.40万 | 0.07% | 3,102 | 1 | 0.0% | $169 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED PPA | $52.80万 | 0.07% | 3,189 | 0 | 0.0% | — | 不变 |
| AWR | AMER STATES WTR CO | $52.90万 | 0.07% | 7,000 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $54.00万 | 0.07% | 19,221 | -356 | -1.8% | -$1.00万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $54.20万 | 0.07% | 2,765 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $56.40万 | 0.07% | 29,236 | -847 | -2.8% | -$1.63万 | 减仓 |
| GLDM | WORLD GOLD TR GLDM | $58.40万 | 0.07% | 6,301 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $58.40万 | 0.07% | 4,295 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $58.50万 | 0.07% | 2,692 | 23 | 0.9% | $4,998 | 加仓 |
| VXF | VANGUARD INDEX FDS VXF | $61.10万 | 0.08% | 2,970 | 6 | 0.2% | $1,234 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $62.30万 | 0.08% | 3,063 | 10 | 0.3% | $2,034 | 加仓 |
| VLO | VALERO ENERGY CORP | $62.80万 | 0.08% | 2,542 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $69.10万 | 0.09% | 3,058 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $72.10万 | 0.09% | 2,015 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $72.20万 | 0.09% | 4,522 | -26 | -0.6% | -$4,151 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $75.10万 | 0.09% | 7,632 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $76.40万 | 0.10% | 1,050 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS VUG | $76.70万 | 0.10% | 1,757 | -4 | -0.2% | -$1,746 | 减仓 |
| KO | COCA COLA CO | $77.40万 | 0.10% | 10,175 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR IWF | $82.00万 | 0.10% | 1,922 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $82.40万 | 0.10% | 3,586 | -7 | -0.2% | -$1,608 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $82.90万 | 0.10% | 4,181 | -13 | -0.3% | -$2,578 | 减仓 |
| AVGO | BROADCOM INC | $83.90万 | 0.10% | 2,712 | 9 | 0.3% | $2,784 | 加仓 |
| THC | TENET HEALTHCARE CORP | $84.90万 | 0.11% | 4,500 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $85.50万 | 0.11% | 4,000 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $86.70万 | 0.11% | 6,730 | 3,066 | 83.7% | $39.50万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR VRP | $87.90万 | 0.11% | 36,652 | 674 | 1.9% | $1.62万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR FBND | $88.30万 | 0.11% | 19,357 | -1,172 | -5.7% | -$5.35万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $90.30万 | 0.11% | 1,067 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $91.40万 | 0.11% | 4,740 | 20 | 0.4% | $3,857 | 加仓 |
| PFF | ISHARES TR PFF | $94.80万 | 0.12% | 31,254 | -1,506 | -4.6% | -$4.57万 | 减仓 |