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 |
|---|---|---|---|---|---|---|---|---|
| BBAI | BIGBEAR AI HLDGS INCORPORATED | $4.85万 | 0.00% | 13,790 | 613 | 4.7% | $2,158 | 加仓 |
| — | DAWSON GEOPHYSICAL CO NE | $4.86万 | 0.00% | 14,035 | 14,035 | — | $4.86万 | 新建仓 |
| — | EAGLE POINT CREDIT COMPANY INC COM | $5.92万 | 0.00% | 15,736 | 15,736 | — | $5.92万 | 新建仓 |
| FHTX | FOGHORN THERAPEUTICS INC | $5.97万 | 0.00% | 12,500 | 12,500 | — | $5.97万 | 新建仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC CLASS A COMMON STOCK | $6.96万 | 0.00% | 12,420 | 1,590 | 14.7% | $8,904 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INCORPORATED | $7.69万 | 0.00% | 16,430 | 1,617 | 10.9% | $7,568 | 加仓 |
| FINV | FINVOLUTION GROUP F SPONSORED ADR 1 ADR REPS 5 ORD SHS | $7.97万 | 0.00% | 16,648 | 186 | 1.1% | $891 | 加仓 |
| — | CION INVESTMENT CORPORATION COMMON STOCK | $9.99万 | 0.00% | 14,599 | 0 | 0.0% | — | 不变 |
| — | FIDELITY SOLANA FUND | $10.46万 | 0.00% | 10,728 | 10,728 | — | $10.46万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL | $10.49万 | 0.00% | 12,108 | 43 | 0.4% | $372 | 加仓 |
| — | ATAIBECKLEY INCORPORATED COM SHS | $10.62万 | 0.01% | 30,007 | 30,007 | — | $10.62万 | 新建仓 |
| NUVB | NUVATION BIO INCORPORATED COM CLASS A | $11.40万 | 0.01% | 26,585 | 3,914 | 17.3% | $1.68万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTI | $11.64万 | 0.01% | 10,744 | 10,744 | — | $11.64万 | 新建仓 |
| AQN | ALGONQUIN PWR UTILS CORPORATION | $11.83万 | 0.01% | 19,260 | 5,500 | 40.0% | $3.38万 | 加仓 |
| QUBT | QUANTUM COMPUTING INCORPORATED | $11.88万 | 0.01% | 17,345 | 17,345 | — | $11.88万 | 新建仓 |
| FSSL | FS SPECIALTY LENDING FD COM SH BEN INT | $12.84万 | 0.01% | 10,264 | 10,264 | — | $12.84万 | 新建仓 |
| UNG | UNITED STATES NATURAL GAS FUND LTD PARTNERSHIP | $12.91万 | 0.01% | 11,005 | -10,731 | -49.4% | -$12.59万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $13.26万 | 0.01% | 10,474 | 8 | 0.1% | $101 | 加仓 |
| — | XUNLEI LIMITED SPONSORED ADS | $13.84万 | 0.01% | 24,893 | 1,880 | 8.2% | $1.05万 | 加仓 |
| — | NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND | $14.49万 | 0.01% | 13,000 | 0 | 0.0% | — | 不变 |
| — | ELICIO THERAPEUTICS INC COMMON STOCK | $14.75万 | 0.01% | 13,800 | 13,800 | — | $14.75万 | 新建仓 |
| PDO | PIMCO DYNAMIC INCOME OPP | $14.78万 | 0.01% | 11,430 | -700 | -5.8% | -$9,051 | 减仓 |
| HTGC | HERCULES CAPITAL INCORPORATED | $14.82万 | 0.01% | 10,032 | 10,032 | — | $14.82万 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORPORATION COM CLASS B | $15.02万 | 0.01% | 16,655 | 4,756 | 40.0% | $4.29万 | 加仓 |
| SAN | BANCO SANTANDER S.A. ADR | $15.79万 | 0.01% | 14,000 | 14,000 | — | $15.79万 | 新建仓 |
| — | ABRDN WORLD HEALTHCARE FUND BEN INT SHS | $15.88万 | 0.01% | 13,609 | -948 | -6.5% | -$1.11万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INCORPORATED REIT | $16.47万 | 0.01% | 11,062 | 0 | 0.0% | — | 不变 |
| — | FIRST TR SR FLTG RATE INCOME F | $16.48万 | 0.01% | 17,097 | -324 | -1.9% | -$3,123 | 减仓 |
| BMEZ | BLACKROCK HEALTH SCIENCE | $16.71万 | 0.01% | 11,634 | -7,186 | -38.2% | -$10.32万 | 减仓 |
| ONDS | ONDAS INCORPORATED COM NEW | $17.27万 | 0.01% | 19,100 | 19,100 | — | $17.27万 | 新建仓 |
| RYLD | GLOBAL X RUSSELL 2000 COVERED CALL ETF | $18.87万 | 0.01% | 12,621 | -2,894 | -18.7% | -$4.33万 | 减仓 |
| XIFR | XPLR INFRASTRUCTURE LP COM UNIT LTD PARTNERSHIP INT | $20.06万 | 0.01% | 18,886 | -840 | -4.3% | -$8,921 | 减仓 |
| HL | HECLA MINING COMPANY | $20.06万 | 0.01% | 10,767 | 17 | 0.2% | $317 | 加仓 |
| BJ | BJS WHOLESALE CLUB HLDGS INCORPORATED | $20.21万 | 0.01% | 2,053 | 2,053 | — | $20.21万 | 新建仓 |
| GM | GENERAL MTRS COMPANY | $20.25万 | 0.01% | 2,718 | 2,718 | — | $20.25万 | 新建仓 |
| DOV | DOVER CORPORATION | $20.28万 | 0.01% | 973 | 973 | — | $20.28万 | 新建仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $20.34万 | 0.01% | 9,967 | 9,967 | — | $20.34万 | 新建仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $20.38万 | 0.01% | 6,052 | -895 | -12.9% | -$3.01万 | 重新持有 |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $20.44万 | 0.01% | 1,676 | 1,676 | — | $20.44万 | 新建仓 |
| CALM | CAL MAINE FOODS INCORPORATED COM NEW | $20.56万 | 0.01% | 2,597 | -709 | -21.4% | -$5.61万 | 减仓 |
| GRAL | GRAIL INCORPORATED | $20.58万 | 0.01% | 3,982 | -211 | -5.0% | -$1.09万 | 减仓 |
| RMD | RESMED INCORPORATED | $20.63万 | 0.01% | 919 | 8 | 0.9% | $1,796 | 加仓 |
| — | PROSHARES ULTRAPRO RUSSELL 2000 ETF | $20.70万 | 0.01% | 4,016 | 4,016 | — | $20.70万 | 新建仓 |
| VLUE | ISHARES TR ISHARES MSCI USA VALUE FACTOR ETF | $20.70万 | 0.01% | 1,456 | -296 | -16.9% | -$4.21万 | 重新持有 |
| ZION | ZIONS BANCORPORATION N A | $20.84万 | 0.01% | 3,617 | -15 | -0.4% | -$864 | 减仓 |
| KDP | KEURIG DR PEPPER INCORPORATED | $20.92万 | 0.01% | 7,945 | 568 | 7.7% | $1.50万 | 加仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $20.97万 | 0.01% | 2,196 | 125 | 6.0% | $1.19万 | 加仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $20.98万 | 0.01% | 4,196 | 4,196 | — | $20.98万 | 新建仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $20.98万 | 0.01% | 3,299 | 3,299 | — | $20.98万 | 新建仓 |
| TGTX | TG THERAPEUTICS INCORPORATED | $21.08万 | 0.01% | 6,347 | -37 | -0.6% | -$1,229 | 重新持有 |
| MET | METLIFE INCORPORATED | $21.12万 | 0.01% | 2,986 | 113 | 3.9% | $7,992 | 加仓 |
| PSA | PUBLIC STORAGE OPER COMPANY REIT | $21.14万 | 0.01% | 780 | -270 | -25.7% | -$7.32万 | 减仓 |
| SUSL | ISHARES TRUST ISHARES ESG MSCI USA LEADERS ETF | $21.15万 | 0.01% | 1,862 | 0 | 0.0% | — | 不变 |
| HPQ | HP INCORPORATED | $21.16万 | 0.01% | 11,014 | -1,784 | -13.9% | -$3.43万 | 减仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCH | $21.19万 | 0.01% | 7,683 | -470 | -5.8% | -$1.30万 | 减仓 |
| CFG | CITIZENS FINL GROUP INCORPORATED | $21.20万 | 0.01% | 3,535 | -2,990 | -45.8% | -$17.93万 | 减仓 |
| IWY | ISHARES TR RUS TP200 GR ETF | $21.30万 | 0.01% | 856 | -63 | -6.9% | -$1.57万 | 减仓 |
| CVE | CENOVUS ENERGY INCORPORATED | $21.38万 | 0.01% | 8,059 | 8,059 | — | $21.38万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORPORATION NEW | $21.39万 | 0.01% | 2,952 | -367 | -11.1% | -$2.66万 | 减仓 |
| ALB | ALBEMARLE CORPORATION | $21.45万 | 0.01% | 1,195 | 1,195 | — | $21.45万 | 新建仓 |
| LNT | ALLIANT ENERGY CORPORATION | $21.48万 | 0.01% | 2,993 | -278 | -8.5% | -$1.99万 | 减仓 |
| AUPH | AURINIA PHARMACEUTICALS INCORPORATED | $21.49万 | 0.01% | 14,500 | 14,500 | — | $21.49万 | 新建仓 |
| FTSL | FIRST TRUST SENIOR LOAN EXCHANGE-TRADED FUND | $21.58万 | 0.01% | 4,818 | -4,992 | -50.9% | -$22.36万 | 减仓 |
| FCAL | FRST TR CLFRNA MNCPL HGH INCM ETF | $21.62万 | 0.01% | 4,423 | -1,116 | -20.1% | -$5.46万 | 减仓 |
| PRN | INVESCO DWA INDUSTRIALS MOMENTUM ETF | $21.71万 | 0.01% | 1,116 | 1,116 | — | $21.71万 | 新建仓 |
| SSB | SOUTHSTATE BANK CORPORATION | $21.74万 | 0.01% | 2,350 | 28 | 1.2% | $2,591 | 加仓 |
| CVCO | CAVCO INDUSTRIES INCORPORATED DEL | $21.74万 | 0.01% | 449 | -8 | -1.8% | -$3,874 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INCORPORATED | $21.78万 | 0.01% | 360 | 360 | — | $21.78万 | 新建仓 |
| DWLD | DAVIS SELECT WORLDWIDE ETF | $21.87万 | 0.01% | 4,991 | 4,991 | — | $21.87万 | 新建仓 |
| EWL | ISHARES MSCI SWITZERLAND ETF | $21.87万 | 0.01% | 3,719 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP COM UNIT REP LTD | $21.90万 | 0.01% | 3,837 | -261 | -6.4% | -$1.49万 | 重新持有 |
| MUNI | PIMCO INTERMEDIATE MUNI BOND ACTIVE EXCHANGE-TRADED FUND | $21.92万 | 0.01% | 4,200 | 4,200 | — | $21.92万 | 新建仓 |
| MLRG | ISHARES TRUST ISHARES MORNINGSTAR U S EQUITY ETF | $22.02万 | 0.01% | 2,450 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $22.04万 | 0.01% | 3,078 | 3,078 | — | $22.04万 | 新建仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $22.09万 | 0.01% | 2,817 | -588 | -17.3% | -$4.61万 | 减仓 |
| AMT | AMERICAN TOWER CORPORATION NEW REIT | $22.12万 | 0.01% | 1,282 | 139 | 12.2% | $2.40万 | 加仓 |
| VICI | VICI PPTYS INCORPORATED REIT | $22.22万 | 0.01% | 8,133 | 8,133 | — | $22.22万 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $22.30万 | 0.01% | 3,858 | 9 | 0.2% | $520 | 加仓 |
| FLXR | TCW FLEXIBLE INCOME ETF | $22.31万 | 0.01% | 5,681 | 5,681 | — | $22.31万 | 新建仓 |
| HSY | HERSHEY COMPANY | $22.44万 | 0.01% | 1,079 | 1,079 | — | $22.44万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INCORPORATED SPONSORED ADR | $22.45万 | 0.01% | 11,365 | 11,365 | — | $22.45万 | 新建仓 |
| AA | ALCOA CORPORATION | $22.47万 | 0.01% | 3,388 | 3,388 | — | $22.47万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INCORPORATED | $22.49万 | 0.01% | 5,585 | -8 | -0.1% | -$322 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INCORPORATED | $22.52万 | 0.01% | 2,614 | 2,614 | — | $22.52万 | 新建仓 |
| URI | UNITED RENTALS INCORPORATED | $22.59万 | 0.01% | 310 | 46 | 17.4% | $3.35万 | 加仓 |
| TWLO | TWILIO INCORPORATED CLASS A | $22.67万 | 0.01% | 1,802 | -74 | -3.9% | -$9,311 | 减仓 |
| QDEC | FT VEST NASDAQ-100 BUFFER ETF - DECEMBER | $22.75万 | 0.01% | 7,232 | 7,232 | — | $22.75万 | 新建仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $22.84万 | 0.01% | 5,562 | 5,562 | — | $22.84万 | 新建仓 |
| MFA | MFA FINL INCORPORATED REIT | $22.99万 | 0.01% | 24,000 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORPORATION PAIRED CTF | $23.03万 | 0.01% | 8,897 | -7,140 | -44.5% | -$18.48万 | 减仓 |
| SONY | SONY GROUP CORPORATION SPONSORED ADR | $23.14万 | 0.01% | 11,177 | -912 | -7.5% | -$1.89万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORPORATION | $23.19万 | 0.01% | 3,008 | 276 | 10.1% | $2.13万 | 加仓 |
| MSMR | MCELHENNY SHEFFIELD MANAGED RISK ETF | $23.19万 | 0.01% | 6,725 | 6,725 | — | $23.19万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $23.23万 | 0.01% | 341 | 341 | — | $23.23万 | 新建仓 |
| GSUS | GOLDMAN SACHS MARKTBTA US EQY ETF | $23.24万 | 0.01% | 2,594 | 2,594 | — | $23.24万 | 新建仓 |
| UL | UNILEVER PLC SPON ADR NEW | $23.33万 | 0.01% | 4,096 | 4,096 | — | $23.33万 | 新建仓 |
| CHWY | CHEWY INCORPORATED CLASS A | $23.45万 | 0.01% | 8,685 | 2,220 | 34.3% | $5.99万 | 重新持有 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $23.50万 | 0.01% | 3,178 | 3,178 | — | $23.50万 | 新建仓 |
| ALT | ALTIMMUNE INCORPORATED COM NEW | $23.56万 | 0.01% | 76,500 | 40,500 | 112.5% | $12.47万 | 加仓 |
| DBEU | XTRACKERS MSCI EURPE HDGD EQY ETF | $23.63万 | 0.01% | 4,850 | 4,850 | — | $23.63万 | 新建仓 |