KINGSWOOD WEALTH ADVISORS, LLC
SAN DIEGO CA · SEC CIK 0001987855
$21.07亿2026Q1 申报市值
924持仓数
19.9%前十大占比 · 第一大 3.7%
139 / 77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
REMX 新建仓+$882.28万
TPL 加仓+$799.12万
QQQ 加仓+$516.29万
SGOV 加仓+$499.11万
FTSM 新建仓+$481.26万
2026Q1 卖出最多 按季末市值估算
FPE 减仓-$906.87万
SSO 减仓-$669.91万
SCHG 减仓-$515.02万
FUTY 减仓-$504.22万
VGT 减仓-$468.86万
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 |
|---|---|---|---|---|---|---|---|---|
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -32,780 | -100.0% | -$248.64万 | 清仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $0 | 0.00% | 0 | -37,404 | -100.0% | -$177.11万 | 清仓 |
| TER | TERADYNE INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $0 | 0.00% | 0 | -4,512 | -100.0% | -$82.96万 | 清仓 |
| — | PUBLIX SUPER MKTS INCORPORATED | $0 | 0.00% | 0 | -38,874 | -100.0% | -$79.30万 | 清仓 |
| JBBB | JANUS DETROIT STR TR HENDERSON B BBB CLO ETF | $0 | 0.00% | 0 | -14,817 | -100.0% | -$70.68万 | 清仓 |
| NSRGY | NESTLE S A SPONSORED ADR | $0 | 0.00% | 0 | -5,669 | -100.0% | -$56.00万 | 清仓 |
| ARTY | ISHARES TR FUTURE AI & TECH | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | LUCKIN COFFEE INCORPORATED SPONSORED ADS | $0 | 0.00% | 0 | -14,937 | -100.0% | -$50.04万 | 清仓 |
| MKSI | MKS INSTRS INCORPORATED | $0 | 0.00% | 0 | -2,779 | -100.0% | -$44.41万 | 清仓 |
| SIEGY | SIEMENS A G SPONSORED ADR | $0 | 0.00% | 0 | -3,139 | -100.0% | -$44.01万 | 清仓 |
| TOTL | SSGA ACTIVE ETF TR SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF | $0 | 0.00% | 0 | -10,800 | -100.0% | -$43.47万 | 清仓 |
| — | UNICREDIT SPA UNSPONSORD ADR | $0 | 0.00% | 0 | -9,680 | -100.0% | -$40.31万 | 清仓 |
| — | STRATEGIC DATA CTR FD LLC CL A | $0 | 0.00% | 0 | -40,000 | -100.0% | -$40.00万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INCORPORATED COM NEW | $0 | 0.00% | 0 | -12,826 | -100.0% | -$37.54万 | 清仓 |
| — | AIRBUS SE UNSPONSORED ADR | $0 | 0.00% | 0 | -6,417 | -100.0% | -$37.38万 | 清仓 |
| HAS | HASBRO INCORPORATED | $0 | 0.00% | 0 | -4,539 | -100.0% | -$37.22万 | 清仓 |
| — | ROLLS ROYCE HOLDINGS PLC SPONSORED ADR | $0 | 0.00% | 0 | -23,705 | -100.0% | -$36.67万 | 清仓 |
| — | TENCENT HOLDINGS LIMITED UNSPON ADR | $0 | 0.00% | 0 | -4,764 | -100.0% | -$36.63万 | 清仓 |
| — | ESSILOR LUXOTTICA UNSPONSORED ADR | $0 | 0.00% | 0 | -2,250 | -100.0% | -$35.66万 | 清仓 |
| COWG | PACER FDS TR US LARGE CAP CASH COWS | $0 | 0.00% | 0 | -9,790 | -100.0% | -$34.47万 | 清仓 |
| TRFK | PACER DATA AND DIGITAL RVLTN ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USHY | ISHARES TR BROAD USD HIGH | $0 | 0.00% | 0 | -8,759 | -100.0% | -$32.75万 | 清仓 |
| — | FIDELITY ETHEREUM FUND IV | $0 | 0.00% | 0 | -11,030 | -100.0% | -$32.66万 | 清仓 |
| TIGO | MILLICOM INTERNATIONAL CELLULAR S A COM STK | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RDDT | REDDIT INCORPORATED CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SGML | SIGMA LITHIUM CORP COM | $0 | 0.00% | 0 | -23,750 | -100.0% | -$31.33万 | 清仓 |
| — | DSV AS UNSPONSORED ADR | $0 | 0.00% | 0 | -2,390 | -100.0% | -$30.35万 | 清仓 |
| S | SENTINELONE INCORPORATED CLASS A | $0 | 0.00% | 0 | -19,900 | -100.0% | -$29.85万 | 清仓 |
| — | DIREXION DLY FTSE CHNA BUL 3X ETF | $0 | 0.00% | 0 | -6,906 | -100.0% | -$29.41万 | 清仓 |
| DKNG | DRAFTKINGS INCORPORATED NEW COM CLASS A | $0 | 0.00% | 0 | -8,500 | -100.0% | -$29.29万 | 清仓 |
| VNOM | VIPER ENERGY INCORPORATED CLASS A | $0 | 0.00% | 0 | -7,536 | -100.0% | -$29.11万 | 清仓 |
| ABBNY | ABB LIMITED SPONSORED ADR | $0 | 0.00% | 0 | -3,791 | -100.0% | -$28.29万 | 清仓 |
| SAFRY | SAFRAN SPON ADR | $0 | 0.00% | 0 | -3,218 | -100.0% | -$28.10万 | 清仓 |
| PFEB | INNOVATOR US EQUITY POWER BUFFER ETF | $0 | 0.00% | 0 | -6,810 | -100.0% | -$27.73万 | 清仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -3,072 | -100.0% | -$27.13万 | 清仓 |
| DBSDY | DBS GROUP HOLDINGS LIMITED SPONSORED ADR | $0 | 0.00% | 0 | -1,536 | -100.0% | -$26.93万 | 清仓 |
| FJUN | FT VEST U.S. EQUITY BUFFER ETF - JUNE | $0 | 0.00% | 0 | -4,604 | -100.0% | -$26.27万 | 清仓 |
| — | AIA GROUP LIMITED SPONSORED ADR | $0 | 0.00% | 0 | -6,281 | -100.0% | -$25.79万 | 清仓 |
| XYZ | BLOCK INCORPORATED CLASS A | $0 | 0.00% | 0 | -3,892 | -100.0% | -$25.33万 | 清仓 |
| DB | DEUTSCHE BANK A G NAMEN AKT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NDAQ | NASDAQ INCORPORATED | $0 | 0.00% | 0 | -2,584 | -100.0% | -$25.10万 | 清仓 |
| — | BAE SYSTEMS PLC SPONSORED ADR | $0 | 0.00% | 0 | -2,707 | -100.0% | -$24.96万 | 清仓 |
| BITB | BITWISE BITCOIN ETF COMMON SHARES OF BENEFICIAL INTEREST | $0 | 0.00% | 0 | -5,186 | -100.0% | -$24.66万 | 清仓 |
| PYPL | PAYPAL HLDGS INCORPORATED | $0 | 0.00% | 0 | -4,223 | -100.0% | -$24.65万 | 清仓 |
| SWK | STANLEY BLACK & DECKER INCORPORATED | $0 | 0.00% | 0 | -3,298 | -100.0% | -$24.50万 | 清仓 |
| JPEF | JPMORGAN EQUITY FOCUS ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALNY | ALNYLAM PHARMACEUTICALS INCORPORATED | $0 | 0.00% | 0 | -574 | -100.0% | -$22.83万 | 清仓 |
| CGMS | CAPITAL GROUP FXD INCOME ETF U S MULTI-SECTOR INCOME ETF | $0 | 0.00% | 0 | -8,255 | -100.0% | -$22.80万 | 清仓 |
| AVAV | AEROVIRONMENT INCORPORATED | $0 | 0.00% | 0 | -938 | -100.0% | -$22.69万 | 清仓 |
| MDB | MONGODB INC CLASS A | $0 | 0.00% | 0 | -524 | -100.0% | -$21.99万 | 清仓 |
| KVUE | KENVUE INCORPORATED | $0 | 0.00% | 0 | -12,714 | -100.0% | -$21.93万 | 清仓 |
| BDX | BECTON DICKINSON & COMPANY | $0 | 0.00% | 0 | -1,123 | -100.0% | -$21.79万 | 清仓 |
| AI | C3 AI INCORPORATED CLASS A | $0 | 0.00% | 0 | -16,078 | -100.0% | -$21.67万 | 清仓 |
| GPN | GLOBAL PMTS INCORPORATED | $0 | 0.00% | 0 | -2,795 | -100.0% | -$21.63万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INCORPORATED | $0 | 0.00% | 0 | -5,806 | -100.0% | -$21.48万 | 清仓 |
| STE | STERIS PLC SHS USD | $0 | 0.00% | 0 | -844 | -100.0% | -$21.40万 | 清仓 |
| — | HERMES INTERNATIONAL SA ADR | $0 | 0.00% | 0 | -851 | -100.0% | -$21.21万 | 清仓 |
| AWK | AMERICAN WTR WKS COMPANY INCORPORATED NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TIDAL TRUST III VISTASHARES ELECTRIFICATION SUPERCYCLE ETF | $0 | 0.00% | 0 | -10,700 | -100.0% | -$21.05万 | 清仓 |
| MRSH | MARSH & MCLENNAN COMPANIES INCORPORATED | $0 | 0.00% | 0 | -1,126 | -100.0% | -$20.89万 | 清仓 |
| — | PINNACLE FINL PARTNERS INCORPORATED | $0 | 0.00% | 0 | -2,187 | -100.0% | -$20.86万 | 清仓 |
| LNC | LINCOLN NATL CORPORATION IND | $0 | 0.00% | 0 | -4,680 | -100.0% | -$20.84万 | 清仓 |
| CGXU | CAPITAL GROUP INTL FOCUS SHS CREATION UNIT | $0 | 0.00% | 0 | -7,015 | -100.0% | -$20.73万 | 清仓 |
| — | LVMH MOET HENNESSY LOU VUITTON ADR | $0 | 0.00% | 0 | -1,361 | -100.0% | -$20.62万 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INCORPORATED | $0 | 0.00% | 0 | -2,290 | -100.0% | -$20.59万 | 清仓 |
| PGR | PROGRESSIVE CORPORATION | $0 | 0.00% | 0 | -903 | -100.0% | -$20.57万 | 清仓 |
| FXO | FIRST TRUST FINANCIALS ALPHADEX FUND | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESGV | VANGUARD ESG US STOCK ETF | $0 | 0.00% | 0 | -1,677 | -100.0% | -$20.28万 | 清仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $0 | 0.00% | 0 | -2,522 | -100.0% | -$20.18万 | 清仓 |
| IBN | ICICI BANK LIMITED ADR | $0 | 0.00% | 0 | -6,740 | -100.0% | -$20.09万 | 清仓 |
| — | SOCIETE GENERALE FRANCE SPONSORED ADR | $0 | 0.00% | 0 | -10,618 | -100.0% | -$17.14万 | 清仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACHR | ARCHER AVIATION INCORPORATED COM CLASS A | $0 | 0.00% | 0 | -22,066 | -100.0% | -$16.59万 | 清仓 |
| — | DAIKIN INDUSTRIES LIMITED UNSPONSORED ADS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DIGITALBRIDGE GROUP INCORPORATED CLASS A NEW | $0 | 0.00% | 0 | -10,041 | -100.0% | -$15.40万 | 清仓 |
| GENI | GENIUS SPORTS LIMITED SHARES CLASS A | $0 | 0.00% | 0 | -13,848 | -100.0% | -$15.26万 | 清仓 |
| VALE | VALE S A SPONSORED ADS | $0 | 0.00% | 0 | -10,593 | -100.0% | -$13.80万 | 清仓 |
| — | ATAI LIFE SCIENCES NV SHS | $0 | 0.00% | 0 | -30,000 | -100.0% | -$12.27万 | 清仓 |
| SG | SWEETGREEN INCORPORATED COM CLASS A | $0 | 0.00% | 0 | -17,202 | -100.0% | -$11.63万 | 清仓 |
| — | RENAULT S A UNSPONSORED ADR | $0 | 0.00% | 0 | -11,856 | -100.0% | -$9.86万 | 清仓 |
| SNAP | SNAP INCORPORATED CLASS A | $0 | 0.00% | 0 | -10,995 | -100.0% | -$8.87万 | 清仓 |
| MPT | MEDICAL PPTYS TRUST INCORPORATED REIT | $0 | 0.00% | 0 | -15,248 | -100.0% | -$7.62万 | 清仓 |
| — | CIM REAL ESTATE FIN TR INCORPORATED REIT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BTG | B2GOLD CORPORATION | $0 | 0.00% | 0 | -14,493 | -100.0% | -$6.54万 | 清仓 |
| — | XTRACT ONE TECHNOLOGIES INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PACIFIC OAK STRATEGIC OPPORTUNITY REIT INC COMMON SHARES | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AMERICAN RARE EARTHS LIMITED SHS | $0 | 0.00% | 0 | -100,000 | -100.0% | -$2.30万 | 清仓 |
| — | VAXART INCORPORATED COM NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SORRENTO THERAPEUTICS INCORPORATED COM NEW | $0 | 0.00% | 0 | -25,650 | -100.0% | -$67 | 清仓 |
| — | INTEGRATED BUSINESS SYS | $0 | 0.00% | 0 | -22,400 | -100.0% | -$2 | 清仓 |
| — | PRINCIPAL SOLAR INC | $0 | 0.00% | 0 | -22,220 | -100.0% | — | 清仓 |
| AMC | AMC ENTERTAINMENT HLDGS INCORPORATED CLASS A NEW | $1.09万 | 0.00% | 11,148 | 11,148 | — | $1.09万 | 新建仓 |
| — | AMERICAN BITCOIN CORP CLASS A | $1.11万 | 0.00% | 11,955 | 11,955 | — | $1.11万 | 新建仓 |
| — | BUZZFEED INC CLASS A | $1.22万 | 0.00% | 20,000 | 20,000 | — | $1.22万 | 新建仓 |
| HYLN | HYLIION HLDGS CORP CLASS A | $1.89万 | 0.00% | 10,750 | 0 | 0.0% | — | 不变 |
| — | CREATIVE MEDIA & COMMUNITY TRUST CORPORATION COMMON STOCK | $2.52万 | 0.00% | 40,983 | 40,983 | — | $2.52万 | 新建仓 |
| — | CLEAR CHANNEL OUTDOOR HL | $3.20万 | 0.00% | 13,509 | 13,509 | — | $3.20万 | 新建仓 |
| — | ATYR PHARMA INCORPORATED COM NEW | $4.06万 | 0.00% | 52,000 | 0 | 0.0% | — | 不变 |