13F 机构持仓

Kingsview Wealth Management, LLC

GRANTS PASS OR · SEC CIK 0001791965

2026Q22026Q1 更早 9 个季度 🔒
$82.52亿2026Q2 申报市值
1,432持仓数
21.4%前十大占比 · 第一大 2.9%
201 / 113新建仓 / 清仓
申报市值走势$82.52亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MPRO 2.9%
NVDA 2.7%
SPYG 2.3%
MAMB 2.2%
MBCE 2.1%
AGG 2.1%
AAPL 2.1%
MVFG 2.0%
MSSS 1.7%
VOO 1.3%

2026Q2 买入最多 按季末市值估算

AMAT 加仓+$6,860.45万
LRCX 加仓+$6,640.39万
MU 加仓+$6,072.98万
TXN 加仓+$4,210.07万
MBCE 加仓+$1,526.44万

2026Q2 卖出最多 按季末市值估算

AMD 减仓-$7,826.48万
AAPL 减仓-$4,942.87万
WMT 减仓-$4,393.90万
MA 减仓-$4,267.90万
NKE 减仓-$3,108.20万

2026Q2 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
PEP PEPSICO INC $792.86万0.10%58,557 9501.6% $12.86万 加仓
NEAR ISHARES U S ETF TR $792.55万0.10%156,446 -28,307-15.3% -$143.40万 减仓
MA MASTERCARD INCORPORATED $771.71万0.09%15,025 -83,095-84.7% -$4,267.90万 减仓
ABT ABBOTT LABORATORIES $769.29万0.09%84,779 -686-0.8% -$6.22万 减仓
ITW ILLINOIS TOOL WKS INC $751.91万0.09%27,800 -1,119-3.9% -$30.27万 减仓
XLE SELECT SECTOR SPDR TR $750.64万0.09%141,338 -6,784-4.6% -$36.03万 减仓
UNP UNION PAC CORP $749.64万0.09%27,560 3621.3% $9.85万 加仓
JPEF J P MORGAN EXCHANGE TRADED F $738.47万0.09%91,930 14,94519.4% $120.05万 加仓
BAC BANK OF AMER CORP $737.03万0.09%129,349 1,0240.8% $5.83万 加仓
FTCS FIRST TR EXCHANGE-TRADED FD $735.52万0.09%78,313 4,3025.8% $40.40万 加仓
PSX PHILLIPS 66 $732.71万0.09%43,343 -378-0.9% -$6.39万 减仓
VONG VANGUARD SCOTTSDALE FDS $728.99万0.09%57,037 -165-0.3% -$2.11万 减仓
MUB ISHARES TR $713.07万0.09%66,258 3,0454.8% $32.77万 加仓
PANW PALO ALTO NETWORKS INC $710.07万0.09%20,822 -1,399-6.3% -$47.71万 减仓
— SURO CAPITAL CORP $707.63万0.09%564,301 299,043112.7% $375.00万 加仓
MO ALTRIA GROUP INC $704.15万0.09%97,867 -13,201-11.9% -$94.98万 减仓
QCOM QUALCOMM INC $702.28万0.09%38,004 -47,908-55.8% -$885.30万 减仓
JBND J P MORGAN EXCHANGE TRADED F $698.47万0.08%130,555 20,71918.9% $110.85万 加仓
RSP INVESCO EXCHANGE TRADED FD T $695.91万0.08%32,707 1,0613.4% $22.57万 加仓
T AT&T INC $695.04万0.08%335,770 28,5839.3% $59.17万 加仓
KLIC KULICKE & SOFFA INDS INC $692.28万0.08%51,755 -31,959-38.2% -$427.48万 减仓
MRSH MARSH & MCLENNAN COS INC $691.95万0.08%41,516 -8,930-17.7% -$148.84万 减仓
USFR WISDOMTREE TR $685.63万0.08%136,174 -667-0.5% -$3.36万 减仓
SLYV SPDR SERIES TRUST $680.89万0.08%62,404 -6,526-9.5% -$71.21万 减仓
AMGN AMGEN INC $678.22万0.08%18,729 -17,636-48.5% -$638.64万 减仓
MDLZ MONDELEZ INTL INC $667.41万0.08%115,390 -278-0.2% -$1.61万 减仓
LGOV FIRST TR EXCHANGE-TRADED FD $667.26万0.08%311,802 15,1385.1% $32.40万 加仓
BUFZ FIRST TR EXCHNG TRADED FD VI $666.30万0.08%238,562 58,21932.3% $162.61万 加仓
ADP AUTOMATIC DATA PROCESSING IN $657.65万0.08%29,366 -311-1.0% -$6.96万 减仓
VBIL VANGUARD INSTL INDEX FD $656.70万0.08%86,773 -3,869-4.3% -$29.28万 减仓
PWR QUANTA SVCS INC $642.38万0.08%8,922 1601.8% $11.52万 加仓
VB VANGUARD INDEX FDS $636.71万0.08%21,005 3,62220.8% $109.79万 加仓
CAIE CALAMOS ETF TR $634.17万0.08%233,064 175,851307.4% $478.49万 加仓
CGGR CAPITAL GROUP GROWTH ETF $631.28万0.08%133,747 22,91820.7% $108.17万 加仓
TRGP TARGA RES CORP $629.86万0.08%23,490 -300-1.3% -$8.04万 减仓
FNDX SCHWAB STRATEGIC TR $626.95万0.08%201,590 -2,208-1.1% -$6.87万 减仓
IBIT ISHARES BITCOIN TRUST ETF $624.94万0.08%187,725 2,3091.2% $7.69万 加仓
VZ VERIZON COMMUNICATIONS INC $624.51万0.08%147,499 -11,648-7.3% -$49.32万 减仓
CMCSA COMCAST CORP NEW $621.84万0.08%253,294 -23,905-8.6% -$58.69万 减仓
PAVE GLOBAL X FDS $621.43万0.08%105,470 3,1823.1% $18.75万 加仓
IVW ISHARES TR $615.61万0.07%44,762 2,6186.2% $36.01万 加仓
IWR ISHARES TR $615.03万0.07%55,749 9,37520.2% $103.43万 加仓
VT VANGUARD INTL EQUITY INDEX F $611.39万0.07%38,955 -2,151-5.2% -$33.76万 减仓
GDX VANECK ETF TRUST $604.86万0.07%80,168 1,3431.7% $10.13万 加仓
GLW CORNING INC $602.24万0.07%23,578 4,68924.8% $119.77万 加仓
AMP AMERIPRISE FINL INC $600.52万0.07%13,090 -3,827-22.6% -$175.57万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $596.50万0.07%15,424 -9,199-37.4% -$355.76万 减仓
APD AIR PRODUCTS AND CHEMICALS I $594.72万0.07%20,285 -14-0.1% -$4,105 减仓
RDVI FIRST TR EXCHANGE-TRADED FD $594.70万0.07%202,280 56,21238.5% $165.26万 加仓
OSK OSHKOSH CORP $591.01万0.07%38,507 -4,481-10.4% -$68.77万 减仓
VEU VANGUARD INTL EQUITY INDEX F $589.83万0.07%70,428 2,1193.1% $17.75万 加仓
FYC FIRST TR EXCHANGE-TRADED ALP $589.61万0.07%46,302 2,8346.5% $36.09万 加仓
VNQ VANGUARD INDEX FDS $589.20万0.07%61,102 -39,886-39.5% -$384.62万 减仓
O REALTY INCOME CORP $588.45万0.07%94,972 -3,344-3.4% -$20.72万 减仓
SYK STRYKER CORPORATION $587.78万0.07%18,669 3,92826.6% $123.67万 加仓
GSY INVESCO ACTIVELY MANAGED EXC $587.38万0.07%117,125 107,4541,111.1% $538.88万 加仓
QTUM ETF SER SOLUTIONS $582.40万0.07%35,216 7,06825.1% $116.89万 加仓
JMOM J P MORGAN EXCHANGE TRADED F $579.04万0.07%67,756 2,2763.5% $19.45万 加仓
AMLP ALPS ETF TR $577.75万0.07%111,427 10,20810.1% $52.93万 加仓
PPG PPG INDS INC $572.76万0.07%47,223 39,106481.8% $474.31万 加仓
JMEE J P MORGAN EXCHANGE TRADED F $567.98万0.07%72,790 25,60354.3% $199.78万 加仓
SPYI NEOS ETF TRUST $564.78万0.07%106,382 11,25511.8% $59.75万 加仓
GS GOLDMAN SACHS GROUP INC $559.61万0.07%5,533 -370-6.3% -$37.42万 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $559.49万0.07%62,270 11,97323.8% $107.58万 加仓
CGDG CAPITAL GROUP DIVIDEND GROWE $558.69万0.07%148,943 -57,514-27.9% -$215.74万 减仓
WEC WEC ENERGY GROUP INC $557.45万0.07%47,739 3340.7% $3.90万 加仓
XMMO INVESCO EXCHANGE TRADED FD T $555.32万0.07%32,639 3,72112.9% $63.31万 加仓
BDX BECTON DICKINSON & CO $555.15万0.07%36,685 32,718824.8% $495.12万 加仓
ONEY SPDR SERIES TRUST $554.67万0.07%43,300 4241.0% $5.43万 加仓
QGRW WISDOMTREE TR $554.10万0.07%83,917 9,55512.8% $63.09万 加仓
FBCG FIDELITY COVINGTON TRUST $551.91万0.07%88,860 84,7192,045.9% $526.19万 加仓
IPAR INTERPARFUMS INC $549.77万0.07%49,148 49,148— $549.77万 新建仓
BA BOEING CO $547.14万0.07%25,275 3,04813.7% $65.98万 加仓
CGBL CAPITAL GROUP CORE BALANCED $544.16万0.07%143,350 -27,157-15.9% -$103.09万 减仓
AVLV AMERICAN CENTY ETF TR $542.25万0.07%59,450 4,7778.7% $43.57万 加仓
LRGF ISHARES TR $538.48万0.07%71,199 -1,389-1.9% -$10.51万 减仓
BRO BROWN & BROWN INC $534.76万0.06%83,360 -12,329-12.9% -$79.09万 减仓
SCHW SCHWAB CHARLES CORP $533.46万0.06%57,815 51,154768.0% $471.99万 加仓
IWY ISHARES TR $532.04万0.06%18,307 620.3% $1.80万 加仓
VV VANGUARD INDEX FDS $530.65万0.06%15,430 -30-0.2% -$1.03万 减仓
WTW WILLIS TOWERS WATSON PLC LTD $528.98万0.06%20,239 -16,437-44.8% -$429.61万 减仓
SDVY FIRST TR EXCHANGE TRADED FD $528.46万0.06%122,499 12,83611.7% $55.37万 加仓
LVHI LEGG MASON ETF INVT $526.47万0.06%129,721 78,256152.1% $317.60万 加仓
CL COLGATE PALMOLIVE CO $524.85万0.06%57,248 43,694322.4% $400.59万 加仓
HDV ISHARES TR $516.93万0.06%188,590 29,00518.2% $79.50万 加仓
— ALLSPRING EXCHANGE TRADED FU $516.83万0.06%147,286 -128,120-46.5% -$449.57万 减仓
APH AMPHENOL CORP $514.99万0.06%29,208 5,34622.4% $94.26万 加仓
COWG PACER FDS TR $511.60万0.06%127,435 -64,045-33.4% -$257.12万 减仓
HRB BLOCK H & R INC $511.14万0.06%134,228 -82,332-38.0% -$313.52万 减仓
FNY FIRST TR EXCHANGE-TRADED ALP $510.78万0.06%46,077 4,27010.2% $47.33万 加仓
PFE PFIZER INC $510.65万0.06%212,065 -9,198-4.2% -$22.15万 减仓
GIS GENERAL MILLS INC $507.75万0.06%145,905 -17,726-10.8% -$61.69万 减仓
FIXD FIRST TR EXCHNG TRADED FD VI $506.55万0.06%116,154 22,79024.4% $99.39万 加仓
PVAL PUTNAM ETF TRUST $505.38万0.06%99,192 28,90141.1% $147.25万 加仓
APO APOLLO GLOBAL MGMT INC $500.97万0.06%42,344 -22,578-34.8% -$267.12万 减仓
FPE FIRST TR EXCH TRADED FD III $500.58万0.06%279,968 21,8098.4% $38.99万 加仓
SSNC SS&C TECH HLDGS $499.18万0.06%80,448 -14,617-15.4% -$90.70万 减仓
IGIB ISHARES TR $499.01万0.06%93,852 5,4546.2% $29.00万 加仓
PNC PNC FINL SVCS GROUP INC $498.38万0.06%20,241 3771.9% $9.28万 加仓
SNA SNAP ON INC $497.36万0.06%12,360 -2,285-15.6% -$91.95万 减仓