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 |
|---|---|---|---|---|---|---|---|---|
| IDA | IDACORP INCORPORATED | $23.63万 | 0.01% | 1,653 | -41 | -2.4% | -$5,862 | 减仓 |
| AGI | ALAMOS GOLD INCORPORATED NEW COM CLASS A | $23.64万 | 0.01% | 5,320 | 0 | 0.0% | — | 不变 |
| FEP | FIRST TRUST EUROPE ALPHADEX ETF | $23.66万 | 0.01% | 4,332 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORPORATION | $23.67万 | 0.01% | 3,781 | -4,337 | -53.4% | -$27.15万 | 减仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $23.69万 | 0.01% | 5,234 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INCORPORATED | $23.69万 | 0.01% | 1,752 | 1,752 | — | $23.69万 | 新建仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE | $23.85万 | 0.01% | 8,862 | -371 | -4.0% | -$9,985 | 减仓 |
| TDG | TRANSDIGM GROUP INCORPORATED | $23.87万 | 0.01% | 206 | -6 | -2.8% | -$6,953 | 减仓 |
| HWM | HOWMET AEROSPACE INCORPORATED | $23.94万 | 0.01% | 1,039 | -46 | -4.2% | -$1.06万 | 减仓 |
| WEC | WEC ENERGY GROUP INCORPORATED | $23.95万 | 0.01% | 2,068 | 2,068 | — | $23.95万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $24.02万 | 0.01% | 2,188 | -5,046 | -69.8% | -$55.38万 | 减仓 |
| MDLZ | MONDELEZ INTERNATIONAL INCORPORATED CLASS A | $24.12万 | 0.01% | 4,185 | -463 | -10.0% | -$2.67万 | 减仓 |
| URA | GLOBAL X URANIUM ETF | $24.18万 | 0.01% | 4,992 | -865 | -14.8% | -$4.19万 | 减仓 |
| TMUS | T-MOBILE US INCORPORATED | $24.18万 | 0.01% | 1,151 | -74 | -6.0% | -$1.55万 | 减仓 |
| PSLV | SPROTT PHYSICAL SILVER TR TR UNIT | $24.22万 | 0.01% | 9,930 | 9,930 | — | $24.22万 | 新建仓 |
| IYE | ISHARES TR U.S. ENERGY ETF | $24.41万 | 0.01% | 3,769 | 3,769 | — | $24.41万 | 新建仓 |
| — | TEUCRIUM COMMODITY TR SUGAR FD | $24.43万 | 0.01% | 23,400 | 23,400 | — | $24.43万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $24.44万 | 0.01% | 14,286 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO LARGE CAP VALUE ETF | $24.65万 | 0.01% | 3,536 | 3,536 | — | $24.65万 | 新建仓 |
| AXON | AXON ENTERPRISE INCORPORATED | $24.67万 | 0.01% | 581 | 73 | 14.4% | $3.10万 | 加仓 |
| KR | KROGER COMPANY | $24.95万 | 0.01% | 3,448 | 41 | 1.2% | $2,966 | 加仓 |
| IHS | IHS HOLDING LIMITED ORD SHS | $24.99万 | 0.01% | 30,362 | -4,925 | -14.0% | -$4.05万 | 减仓 |
| CCJ | CAMECO CORPORATION | $25.02万 | 0.01% | 2,304 | -30 | -1.3% | -$3,258 | 减仓 |
| — | KRANESHARES KWEB COVERED CALL STRATEGY ETF | $25.03万 | 0.01% | 9,741 | -1,123 | -10.3% | -$2.89万 | 减仓 |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $25.10万 | 0.01% | 4,175 | -837 | -16.7% | -$5.03万 | 减仓 |
| PKG | PACKAGING CORPORATION AMER | $25.12万 | 0.01% | 1,184 | 15 | 1.3% | $3,183 | 加仓 |
| NTRS | NORTHERN TR CORPORATION | $25.15万 | 0.01% | 1,802 | 36 | 2.0% | $5,025 | 加仓 |
| HAL | HALLIBURTON COMPANY | $25.16万 | 0.01% | 6,454 | -3,043 | -32.0% | -$11.86万 | 减仓 |
| IFRA | ISHARES TR U S INFRASTRUCTURE ETF | $25.19万 | 0.01% | 4,403 | 87 | 2.0% | $4,977 | 加仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | $25.21万 | 0.01% | 5,047 | 571 | 12.8% | $2.85万 | 加仓 |
| NEM | NEWMONT CORPORATION | $25.26万 | 0.01% | 2,333 | 2,333 | — | $25.26万 | 新建仓 |
| EWX | SPDR S&P EMERGING MARKETS SMALL CAP ETF | $25.26万 | 0.01% | 3,821 | 293 | 8.3% | $1.94万 | 加仓 |
| — | MICROSECTORS FANG | $25.28万 | 0.01% | 4,241 | 1,058 | 33.2% | $6.31万 | 加仓 |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $25.29万 | 0.01% | 1,592 | -10 | -0.6% | -$1,589 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INCORPORATED. | $25.34万 | 0.01% | 3,923 | 316 | 8.8% | $2.04万 | 加仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $25.42万 | 0.01% | 3,011 | 3,011 | — | $25.42万 | 新建仓 |
| NNE | NANO NUCLEAR ENERGY INC COMMON STOCK | $25.51万 | 0.01% | 12,456 | -7,711 | -38.2% | -$15.79万 | 减仓 |
| IONQ | IONQ INCORPORATED | $25.61万 | 0.01% | 8,882 | 273 | 3.2% | $7,871 | 加仓 |
| LITE | LUMENTUM HLDGS INCORPORATED | $25.65万 | 0.01% | 365 | 365 | — | $25.65万 | 新建仓 |
| ABNB | AIRBNB INCORPORATED COM CLASS A | $25.86万 | 0.01% | 2,048 | -26 | -1.3% | -$3,283 | 减仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $25.88万 | 0.01% | 2,926 | 2,926 | — | $25.88万 | 新建仓 |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $25.90万 | 0.01% | 11,644 | 1,970 | 20.4% | $4.38万 | 加仓 |
| ROST | ROSS STORES INCORPORATED | $25.92万 | 0.01% | 1,197 | -123 | -9.3% | -$2.66万 | 减仓 |
| FNOV | FIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQUITY BUFFER ETF NOVEMBER | $25.98万 | 0.01% | 4,866 | -300 | -5.8% | -$1.60万 | 减仓 |
| MLYS | MINERALYS THERAPEUTICS INCORPORATED | $26.01万 | 0.01% | 9,600 | 2,526 | 35.7% | $6.84万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INCORPORATED | $26.01万 | 0.01% | 936 | -58 | -5.8% | -$1.61万 | 减仓 |
| FE | FIRSTENERGY CORPORATION | $26.01万 | 0.01% | 5,135 | 5,135 | — | $26.01万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDUSTRIES INCORPORATED | $26.10万 | 0.01% | 687 | 19 | 2.8% | $7,219 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERWRI | $26.19万 | 0.01% | 16,295 | 2,670 | 19.6% | $4.29万 | 加仓 |
| INTU | INTUIT | $26.25万 | 0.01% | 607 | -108 | -15.1% | -$4.67万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADS | $26.31万 | 0.01% | 8,734 | -2,295 | -20.8% | -$6.91万 | 减仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $26.43万 | 0.01% | 4,438 | -28,722 | -86.6% | -$171.04万 | 减仓 |
| SMR | NUSCALE PWR CORPORATION CLASS A COM | $26.46万 | 0.01% | 24,413 | 555 | 2.3% | $6,016 | 加仓 |
| IDEV | ISHARES TR CORE MSCI INTL | $26.56万 | 0.01% | 3,178 | 3,178 | — | $26.56万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INCORPORATED | $26.63万 | 0.01% | 1,346 | 1,346 | — | $26.63万 | 新建仓 |
| EUAD | SPINNAKER ETF SER SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF | $26.68万 | 0.01% | 6,550 | 6,550 | — | $26.68万 | 新建仓 |
| EQT | EQT CORPORATION | $26.71万 | 0.01% | 4,197 | -5,054 | -54.6% | -$32.16万 | 减仓 |
| HRL | HORMEL FOODS CORPORATION | $26.72万 | 0.01% | 11,796 | -4,463 | -27.4% | -$10.11万 | 减仓 |
| PBT | PERMIAN BASIN RTY TR UNIT BEN INT | $26.77万 | 0.01% | 12,439 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $26.79万 | 0.01% | 4,911 | -620 | -11.2% | -$3.38万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INCORPORATED | $26.82万 | 0.01% | 17,138 | -8,116 | -32.1% | -$12.70万 | 减仓 |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUND | $26.96万 | 0.01% | 2,102 | 193 | 10.1% | $2.48万 | 加仓 |
| IJJ | ISHARES TR S&P MC 400VL ETF | $27.00万 | 0.01% | 2,038 | -154 | -7.0% | -$2.04万 | 减仓 |
| GSAT | GLOBALSTAR INCORPORATED COM NEW | $27.07万 | 0.01% | 4,076 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $27.09万 | 0.01% | 2,257 | 2,257 | — | $27.09万 | 新建仓 |
| XHB | SPDR S&P HOMEBUILDERS ETF | $27.09万 | 0.01% | 2,744 | -99 | -3.5% | -$9,775 | 减仓 |
| BIIB | BIOGEN INCORPORATED | $27.17万 | 0.01% | 1,482 | 51 | 3.6% | $9,350 | 加仓 |
| ICVT | ISHARES TR CONV BD ETF | $27.23万 | 0.01% | 2,675 | -644 | -19.4% | -$6.55万 | 重新持有 |
| — | 2X SOLANA ETF | $27.38万 | 0.01% | 6,038 | 6,038 | — | $27.38万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INCORPORATED | $27.49万 | 0.01% | 675 | 34 | 5.3% | $1.38万 | 重新持有 |
| SIRI | SIRIUSXM HOLDINGS INCORPORATED COMMON STOCK | $27.49万 | 0.01% | 11,913 | 751 | 6.7% | $1.73万 | 加仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $27.51万 | 0.01% | 3,337 | 3,337 | — | $27.51万 | 新建仓 |
| FTNT | FORTINET INCORPORATED | $27.56万 | 0.01% | 3,372 | -548 | -14.0% | -$4.48万 | 减仓 |
| — | CALAMOS NASDAQ AUTOCALLABLE INCOME ETF | $27.60万 | 0.01% | 11,578 | 11,578 | — | $27.60万 | 新建仓 |
| — | INFRACAP REIT PREFERRED ETF | $27.63万 | 0.01% | 16,010 | -27,801 | -63.5% | -$47.98万 | 减仓 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $27.66万 | 0.01% | 5,567 | 154 | 2.8% | $7,652 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX US ETF | $27.77万 | 0.01% | 4,056 | 4,056 | — | $27.77万 | 新建仓 |
| B | BARRICK MINING CORPORATION COM SHS | $27.78万 | 0.01% | 6,811 | -36 | -0.5% | -$1,468 | 减仓 |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $27.84万 | 0.01% | 1,806 | 1,806 | — | $27.84万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $27.84万 | 0.01% | 1,404 | -253 | -15.3% | -$5.02万 | 减仓 |
| GLDM | SPDR GOLD MINISHARES ETV | $27.91万 | 0.01% | 3,011 | -2,912 | -49.2% | -$26.99万 | 减仓 |
| JPC | NUVEEN PREFERRED & INCOME OPPORTUNIT | $28.04万 | 0.01% | 37,182 | 5,790 | 18.4% | $4.37万 | 加仓 |
| AOA | ISHARES CORE AGGRESSIVE ALLOCATI ETF | $28.33万 | 0.01% | 3,202 | 3,202 | — | $28.33万 | 新建仓 |
| — | BELPOINTE PREP LLC CLASS A | $28.39万 | 0.01% | 5,337 | 1,059 | 24.8% | $5.63万 | 加仓 |
| SCHK | SCHWAB 1000 INDEX ETF | $28.41万 | 0.01% | 9,067 | -951 | -9.5% | -$2.98万 | 减仓 |
| SPGI | S&P GLOBAL INCORPORATED | $28.47万 | 0.01% | 669 | 132 | 24.6% | $5.62万 | 加仓 |
| CAVA | CAVA GROUP INCORPORATED | $28.61万 | 0.01% | 3,536 | -117 | -3.2% | -$9,465 | 减仓 |
| IAGG | ISHARES TR CORE INTL AGGR | $28.65万 | 0.01% | 5,724 | 1,136 | 24.8% | $5.68万 | 重新持有 |
| SHEL | SHELL PLC SPON ADS | $28.67万 | 0.01% | 3,083 | -192 | -5.9% | -$1.79万 | 减仓 |
| IWO | ISHARES TR RUS 2000 GRW ETF | $28.69万 | 0.01% | 914 | 92 | 11.2% | $2.89万 | 加仓 |
| — | PGIM S&P 500 MAX BUFFER ETF - JANUARY | $28.84万 | 0.01% | 10,812 | 10,812 | — | $28.84万 | 新建仓 |
| WPC | WP CAREY INCORPORATED REIT | $29.00万 | 0.01% | 4,268 | -1,367 | -24.3% | -$9.29万 | 减仓 |
| QEFA | SPDR INDEX SHARES FUNDS SPDR MSCI EAFE STRATEGICFACTRS ETF | $29.06万 | 0.01% | 3,116 | 104 | 3.5% | $9,700 | 加仓 |
| HE | HAWAIIAN ELEC INDUSTRIES | $29.13万 | 0.01% | 19,629 | 1,762 | 9.9% | $2.61万 | 加仓 |
| CIFR | CIPHER DIGITAL INCORPORATED | $29.15万 | 0.01% | 22,650 | 22,650 | — | $29.15万 | 新建仓 |
| GMAR | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH | $29.27万 | 0.01% | 7,022 | 7,022 | — | $29.27万 | 新建仓 |
| XLP | SPDR CONSUMER STAPLES SELECT SECTOR FUND | $29.48万 | 0.01% | 3,596 | -1,536 | -29.9% | -$12.59万 | 减仓 |
| ROIV | ROIVANT SCIENCES LIMITED SHS | $29.50万 | 0.01% | 10,651 | -1,555 | -12.7% | -$4.31万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK | $29.53万 | 0.01% | 4,149 | -13,979 | -77.1% | -$99.51万 | 减仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $29.58万 | 0.01% | 3,205 | -115 | -3.5% | -$1.06万 | 减仓 |