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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & COMPANY. | $1,774.44万 | 0.84% | 60,322 | -932 | -1.5% | -$27.42万 | 减仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $1,814.10万 | 0.86% | 27,772 | 2,010 | 7.8% | $131.30万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $2,052.98万 | 0.97% | 95,461 | 4,333 | 4.8% | $93.19万 | 加仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $2,069.44万 | 0.98% | 71,966 | 1,659 | 2.4% | $47.71万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $2,086.93万 | 0.99% | 65,052 | 5,869 | 9.9% | $188.28万 | 加仓 |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $2,364.50万 | 1.12% | 517,962 | -6,217 | -1.2% | -$28.38万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $2,434.09万 | 1.16% | 835,595 | -176,800 | -17.5% | -$515.02万 | 减仓 |
| AVGO | BROADCOM INCORPORATED | $2,445.98万 | 1.16% | 79,027 | -613 | -0.8% | -$18.97万 | 减仓 |
| SPYM | SPDR PORTFOLIO S&P 500 ETF | $2,716.73万 | 1.29% | 355,476 | -7,404 | -2.0% | -$56.59万 | 减仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $2,933.12万 | 1.39% | 49,086 | -103 | -0.2% | -$6.15万 | 减仓 |
| AMZN | AMAZON COM INCORPORATED | $3,263.51万 | 1.55% | 156,696 | 2,224 | 1.4% | $46.32万 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $3,566.76万 | 1.69% | 96,356 | 3,181 | 3.4% | $117.75万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $3,690.55万 | 1.75% | 188,101 | -10,118 | -5.1% | -$198.52万 | 减仓 |
| QQQ | INVESCO QQQ TR | $4,826.59万 | 2.29% | 83,624 | 8,945 | 12.0% | $516.29万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,224.16万 | 2.48% | 299,550 | -9,560 | -3.1% | -$166.73万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $5,394.75万 | 2.56% | 82,956 | -4,336 | -5.0% | -$281.98万 | 减仓 |
| AAPL | APPLE INCORPORATED | $7,829.08万 | 3.72% | 308,487 | -3,372 | -1.1% | -$85.58万 | 减仓 |