Kingsview Wealth Management, LLC
GRANTS PASS OR · SEC CIK 0001791965
$73.26亿2026Q1 申报市值
1,334持仓数
21.7%前十大占比 · 第一大 3.1%
190 / 88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
AVGO 加仓+$5,790.19万
AMD 加仓+$5,119.05万
PLTR 加仓+$5,016.89万
ISRG 加仓+$4,425.50万
XLC 加仓+$4,303.07万
2026Q1 卖出最多 按季末市值估算
COST 减仓-$4,928.61万
XLU 减仓-$4,888.23万
TXN 减仓-$4,560.79万
BKNG 减仓-$3,493.62万
XLB 减仓-$3,332.75万
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 |
|---|---|---|---|---|---|---|---|---|
| SPSB | SPDR SERIES TRUST | $1,467.44万 | 0.20% | 488,008 | 8,569 | 1.8% | $25.77万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,463.82万 | 0.20% | 101,344 | 8,023 | 8.6% | $115.88万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,408.57万 | 0.19% | 43,907 | 5,500 | 14.3% | $176.44万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,402.85万 | 0.19% | 151,039 | 926 | 0.6% | $8.60万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,392.11万 | 0.19% | 245,608 | 11,728 | 5.0% | $66.47万 | 加仓 |
| MPC | MARATHON PETE CORP | $1,385.40万 | 0.19% | 56,737 | 33,596 | 145.2% | $820.34万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,360.60万 | 0.19% | 443,481 | 1,512 | 0.3% | $4.64万 | 加仓 |
| ITOT | ISHARES TR | $1,359.32万 | 0.19% | 95,438 | -7,912 | -7.7% | -$112.69万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,301.92万 | 0.18% | 446,935 | -22,492 | -4.8% | -$65.52万 | 减仓 |
| AMGN | AMGEN INC | $1,279.49万 | 0.17% | 36,365 | -1,447 | -3.8% | -$50.91万 | 减仓 |
| TLT | ISHARES TR | $1,247.85万 | 0.17% | 143,944 | -95,159 | -39.8% | -$824.94万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,226.50万 | 0.17% | 163,120 | 8,447 | 5.5% | $63.51万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,213.28万 | 0.17% | 42,248 | -152 | -0.4% | -$4.37万 | 减仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $1,197.76万 | 0.16% | 444,273 | -314,713 | -41.5% | -$848.47万 | 减仓 |
| CWB | SPDR SERIES TRUST | $1,194.16万 | 0.16% | 130,481 | 130,481 | — | $1,194.16万 | 新建仓 |
| LOW | LOWES COS INC | $1,192.56万 | 0.16% | 50,472 | 7,573 | 17.7% | $178.94万 | 加仓 |
| CRM | SALESFORCE INC | $1,125.27万 | 0.15% | 60,281 | 9,041 | 17.6% | $168.77万 | 加仓 |
| FLTR | VANECK ETF TRUST | $1,124.95万 | 0.15% | 441,503 | 34,625 | 8.5% | $88.22万 | 加仓 |
| BOXX | EA SERIES TRUST | $1,121.48万 | 0.15% | 96,438 | -311 | -0.3% | -$3.62万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,107.51万 | 0.15% | 51,835 | 757 | 1.5% | $16.17万 | 加仓 |
| QCOM | QUALCOMM INC | $1,106.38万 | 0.15% | 85,912 | -857 | -1.0% | -$11.04万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $1,100.77万 | 0.15% | 404,251 | 65,898 | 19.5% | $179.44万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,095.38万 | 0.15% | 239,953 | 86,916 | 56.8% | $396.77万 | 加仓 |
| KO | COCA COLA CO | $1,090.68万 | 0.15% | 143,416 | 2,505 | 1.8% | $19.05万 | 加仓 |
| IJH | ISHARES TR | $1,090.16万 | 0.15% | 161,434 | 4,797 | 3.1% | $32.39万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,076.40万 | 0.15% | 17,810 | 228 | 1.3% | $13.78万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $1,066.17万 | 0.15% | 36,676 | 9,914 | 37.0% | $288.20万 | 加仓 |
| ROUS | LATTICE STRATEGIES TR | $1,050.18万 | 0.14% | 177,876 | 161,295 | 972.8% | $952.28万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $1,035.49万 | 0.14% | 188,820 | 1,283 | 0.7% | $7.04万 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $1,020.25万 | 0.14% | 81,601 | 81,601 | — | $1,020.25万 | 新建仓 |
| DHR | DANAHER CORP DEL | $1,014.32万 | 0.14% | 53,498 | 5,494 | 11.4% | $104.17万 | 加仓 |
| COWZ | PACER FDS TR | $995.86万 | 0.14% | 159,185 | 20,630 | 14.9% | $129.06万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $992.42万 | 0.14% | 54,400 | -170,088 | -75.8% | -$3,102.91万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $985.48万 | 0.13% | 32,605 | 25,087 | 333.7% | $758.25万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $961.28万 | 0.13% | 174,018 | 131,857 | 312.7% | $728.38万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $960.25万 | 0.13% | 365,671 | 70,760 | 24.0% | $185.82万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $947.93万 | 0.13% | 54,927 | 4,044 | 7.9% | $69.79万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $939.19万 | 0.13% | 184,753 | -34,009 | -15.5% | -$172.89万 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $933.65万 | 0.13% | 365,992 | 28,647 | 8.5% | $73.08万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $932.49万 | 0.13% | 319,564 | -19,989 | -5.9% | -$58.33万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $927.15万 | 0.13% | 63,595 | 53,503 | 530.2% | $780.02万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $922.64万 | 0.13% | 70,463 | 8,155 | 13.1% | $106.78万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $907.40万 | 0.12% | 148,122 | 17,993 | 13.8% | $110.23万 | 加仓 |
| CAT | CATERPILLAR INC | $904.47万 | 0.12% | 12,767 | 1,180 | 10.2% | $83.60万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $895.76万 | 0.12% | 100,988 | 5,051 | 5.3% | $44.80万 | 加仓 |
| RTX | RTX CORPORATION | $894.73万 | 0.12% | 46,383 | 2,271 | 5.1% | $43.81万 | 加仓 |
| PEP | PEPSICO INC | $894.58万 | 0.12% | 57,607 | 2,834 | 5.2% | $44.01万 | 加仓 |
| T | AT&T INC | $890.54万 | 0.12% | 307,187 | -10,374 | -3.3% | -$30.07万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $885.57万 | 0.12% | 32,727 | -2,418 | -6.9% | -$65.43万 | 减仓 |
| GEV | GE VERNOVA INC | $883.13万 | 0.12% | 10,117 | 2,015 | 24.9% | $175.89万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $877.47万 | 0.12% | 85,465 | 3,104 | 3.8% | $31.87万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $874.98万 | 0.12% | 50,446 | 36,020 | 249.7% | $624.76万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $872.85万 | 0.12% | 46,794 | 4,492 | 10.6% | $83.79万 | 加仓 |
| OVV | OVINTIV INC | $871.94万 | 0.12% | 146,889 | -75,345 | -33.9% | -$447.25万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $866.97万 | 0.12% | 35,768 | -2,473 | -6.5% | -$59.94万 | 减仓 |
| CI | THE CIGNA GROUP | $865.44万 | 0.12% | 32,444 | -1,863 | -5.4% | -$49.70万 | 减仓 |
| BLK | BLACKROCK INC | $864.08万 | 0.12% | 8,985 | 614 | 7.3% | $59.05万 | 加仓 |
| TJX | TJX COS INC NEW | $852.85万 | 0.12% | 53,403 | 5,383 | 11.2% | $85.97万 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $846.06万 | 0.12% | 167,620 | -17,402 | -9.4% | -$87.84万 | 减仓 |
| VGT | VANGUARD WORLD FD | $844.58万 | 0.12% | 12,105 | 685 | 6.0% | $47.79万 | 加仓 |
| IOO | ISHARES TR | $841.90万 | 0.11% | 69,596 | 59,525 | 591.1% | $720.08万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $834.10万 | 0.11% | 411,346 | -20,278 | -4.7% | -$41.12万 | 减仓 |
| IWO | ISHARES TR | $828.70万 | 0.11% | 26,408 | 23,193 | 721.4% | $727.81万 | 加仓 |
| IWF | ISHARES TR | $811.64万 | 0.11% | 19,035 | -1,519 | -7.4% | -$64.77万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $809.95万 | 0.11% | 39,356 | 36,311 | 1,192.5% | $747.28万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $808.87万 | 0.11% | 40,792 | 31,745 | 350.9% | $629.47万 | 加仓 |
| PYLD | PIMCO ETF TR | $807.15万 | 0.11% | 308,074 | -184,136 | -37.4% | -$482.44万 | 减仓 |
| FDX | FEDEX CORP | $806.17万 | 0.11% | 22,634 | -22,439 | -49.8% | -$799.23万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $798.92万 | 0.11% | 159,147 | -4,264 | -2.6% | -$21.41万 | 减仓 |
| PSX | PHILLIPS 66 | $796.51万 | 0.11% | 43,721 | 746 | 1.7% | $13.59万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $795.84万 | 0.11% | 277,199 | -38,332 | -12.1% | -$110.05万 | 减仓 |
| DEUS | DBX ETF TR | $793.26万 | 0.11% | 132,453 | 132,453 | — | $793.26万 | 新建仓 |
| WFC | WELLS FARGO & CO | $791.27万 | 0.11% | 99,393 | 2,259 | 2.3% | $17.98万 | 加仓 |
| TFC | TRUIST FINL CORP | $789.86万 | 0.11% | 171,821 | 2,175 | 1.3% | $10.00万 | 加仓 |
| WMB | WILLIAMS COS INC | $788.34万 | 0.11% | 108,318 | -2,581 | -2.3% | -$18.78万 | 减仓 |
| ENB | ENBRIDGE INC | $782.27万 | 0.11% | 144,489 | 14,158 | 10.9% | $76.65万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $782.20万 | 0.11% | 191,669 | 191,669 | — | $782.20万 | 新建仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $777.06万 | 0.11% | 102,218 | -4,449 | -4.2% | -$33.82万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $777.05万 | 0.11% | 105,520 | 61,032 | 137.2% | $449.44万 | 加仓 |
| IQDF | FLEXSHARES TR | $774.01万 | 0.11% | 244,397 | 244,397 | — | $774.01万 | 新建仓 |
| HAWX | ISHARES TR | $770.98万 | 0.11% | 188,550 | 188,550 | — | $770.98万 | 新建仓 |
| JHEM | JOHN HANCOCK EXCHANGE TRADED | $768.70万 | 0.10% | 224,387 | 224,387 | — | $768.70万 | 新建仓 |
| — | ALLSPRING EXCHANGE TRADED FU | $768.66万 | 0.10% | 275,406 | 10,953 | 4.1% | $30.57万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $764.87万 | 0.10% | 25,287 | 1,200 | 5.0% | $36.30万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $764.03万 | 0.10% | 151,684 | -26,552 | -14.9% | -$133.74万 | 减仓 |
| FEGE | RBB FUND TRUST | $762.67万 | 0.10% | 162,270 | -137,313 | -45.8% | -$645.37万 | 减仓 |
| FIVA | FIDELITY COVINGTON TRUST | $758.38万 | 0.10% | 217,862 | 217,862 | — | $758.38万 | 新建仓 |
| CWI | SPDR INDEX SHS FDS | $757.34万 | 0.10% | 206,979 | 206,979 | — | $757.34万 | 新建仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $756.77万 | 0.10% | 299,475 | 299,475 | — | $756.77万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $752.73万 | 0.10% | 28,919 | 4,017 | 16.1% | $104.56万 | 加仓 |
| QUS | SPDR SERIES TRUST | $751.97万 | 0.10% | 43,811 | 43,811 | — | $751.97万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $751.81万 | 0.10% | 16,917 | -2,607 | -13.4% | -$115.86万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $750.63万 | 0.10% | 121,478 | -8,462 | -6.5% | -$52.29万 | 减仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $746.22万 | 0.10% | 95,339 | 95,339 | — | $746.22万 | 新建仓 |
| DE | DEERE & CO | $745.13万 | 0.10% | 13,228 | 6,214 | 88.6% | $350.03万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $743.62万 | 0.10% | 60,989 | -2,901 | -4.5% | -$35.37万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $741.18万 | 0.10% | 206,457 | 61,105 | 42.0% | $219.37万 | 加仓 |
| VALQ | AMERICAN CENTY ETF TR | $741.04万 | 0.10% | 113,969 | 113,969 | — | $741.04万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $740.32万 | 0.10% | 25,381 | 11,342 | 80.8% | $330.83万 | 加仓 |
| — | PROSHARES TR | $737.30万 | 0.10% | 72,777 | 72,777 | — | $737.30万 | 新建仓 |