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 |
|---|---|---|---|---|---|---|---|---|
| IEUR | ISHARES CORE MSCI EUROPE ETF | $29.58万 | 0.01% | 4,209 | -10,057 | -70.5% | -$70.67万 | 减仓 |
| PR | PERMIAN RESOURCES CORPORATION CLASS A COM | $29.64万 | 0.01% | 13,902 | 234 | 1.7% | $4,989 | 加仓 |
| RKT | ROCKET COMPANIES INCORPORATED COM CLASS A | $29.72万 | 0.01% | 20,856 | -35,622 | -63.1% | -$50.76万 | 减仓 |
| SAP | SAP SE SPON ADR | $29.72万 | 0.01% | 1,736 | -45 | -2.5% | -$7,704 | 减仓 |
| VFQY | VANGUARD WELLINGTON FD U S QUALITY FACTOR ETF | $29.85万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| CAPE | DOUBLELINE ETF TR SHILLER CAPE U S EQUITIES ETF | $29.93万 | 0.01% | 9,700 | -8,450 | -46.6% | -$26.07万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES INCORPORATED | $29.95万 | 0.01% | 1,129 | -163 | -12.6% | -$4.32万 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $29.96万 | 0.01% | 58,736 | 6,697 | 12.9% | $3.42万 | 加仓 |
| — | NUVEEN ARIZONA QLTY MNCP | $29.98万 | 0.01% | 25,000 | 6,000 | 31.6% | $7.19万 | 加仓 |
| PRU | PRUDENTIAL FINL INCORPORATED | $30.04万 | 0.01% | 3,075 | 122 | 4.1% | $1.19万 | 加仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - | $30.06万 | 0.01% | 14,012 | 0 | 0.0% | — | 不变 |
| KHPI | KENSINGTON HEDGED PREM INC ETF | $30.35万 | 0.01% | 12,537 | -284 | -2.2% | -$6,876 | 减仓 |
| RACE | FERRARI N V | $30.49万 | 0.01% | 901 | 17 | 1.9% | $5,754 | 加仓 |
| EFAV | ISHARES TR MSCI EAFE MIN VL | $30.54万 | 0.01% | 3,342 | 78 | 2.4% | $7,127 | 加仓 |
| CSM | PROSHARES LARGE CAP CORE PLUS | $30.81万 | 0.01% | 4,118 | -94 | -2.2% | -$7,033 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE COMPANY | $30.91万 | 0.01% | 12,982 | 149 | 1.2% | $3,548 | 加仓 |
| CLX | CLOROX COMPANY DEL | $31.00万 | 0.01% | 2,992 | -958 | -24.3% | -$9.93万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INCORPORATED | $31.04万 | 0.01% | 3,371 | 146 | 4.5% | $1.34万 | 加仓 |
| — | DIMENSIONAL ETF TRUST U S CORE EQUITY 2 ETF | $31.16万 | 0.01% | 8,017 | -237 | -2.9% | -$9,210 | 减仓 |
| DG | DOLLAR GENERAL CORPORATION NEW | $31.23万 | 0.01% | 2,631 | -397 | -13.1% | -$4.71万 | 减仓 |
| SPAB | SPDR SERIES TRUST SPDR PORTFOLIO AGGREGATE BOND ETF | $31.34万 | 0.01% | 12,232 | -1,729 | -12.4% | -$4.43万 | 减仓 |
| SHW | SHERWIN WILLIAMS COMPANY | $31.48万 | 0.01% | 982 | -143 | -12.7% | -$4.58万 | 减仓 |
| ETH | GRAYSCALE ETHEREUM MINI TR ETF SHS NEW | $31.49万 | 0.01% | 15,855 | 1,443 | 10.0% | $2.87万 | 加仓 |
| LMUB | ISHARES LONG-TERM NATIONAL MUNI BD ETF | $31.55万 | 0.01% | 6,319 | 6,319 | — | $31.55万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $31.61万 | 0.02% | 6,805 | 1,103 | 19.3% | $5.12万 | 加仓 |
| BCE | BCE INCORPORATED COM NEW | $31.68万 | 0.02% | 12,550 | -950 | -7.0% | -$2.40万 | 减仓 |
| STLN | ONCOLOGY INST INC | $31.68万 | 0.02% | 103,200 | 4,500 | 4.6% | $1.38万 | 加仓 |
| NRG | NRG ENERGY INCORPORATED COM NEW | $31.71万 | 0.02% | 2,170 | 300 | 16.0% | $4.38万 | 加仓 |
| ULTA | ULTA BEAUTY INCORPORATED | $31.78万 | 0.02% | 608 | -264 | -30.3% | -$13.80万 | 减仓 |
| IWN | ISHARES TR RUS 2000 VAL ETF | $31.95万 | 0.02% | 1,685 | 246 | 17.1% | $4.66万 | 加仓 |
| EME | EMCOR GROUP INCORPORATED | $32.20万 | 0.02% | 436 | 32 | 7.9% | $2.36万 | 加仓 |
| — | GAMCO NAT RES GOLD & INCOME TR SH BEN INT | $32.40万 | 0.02% | 38,800 | 0 | 0.0% | — | 不变 |
| ICOW | PACER DEVELOPED MARKETS INTL CASH COWS 100 ETF | $32.48万 | 0.02% | 7,652 | 7,652 | — | $32.48万 | 新建仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $32.50万 | 0.02% | 4,587 | 4,587 | — | $32.50万 | 新建仓 |
| FN | FABRINET SHS | $32.54万 | 0.02% | 624 | 57 | 10.1% | $2.97万 | 加仓 |
| ILMN | ILLUMINA INCORPORATED | $32.73万 | 0.02% | 2,655 | -18 | -0.7% | -$2,219 | 减仓 |
| TECL | DIREXION DAILY TECHNO BULL 3X ETF | $32.91万 | 0.02% | 3,803 | 235 | 6.6% | $2.03万 | 加仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $33.31万 | 0.02% | 6,688 | 824 | 14.1% | $4.10万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $33.50万 | 0.02% | 15,304 | 2,820 | 22.6% | $6.17万 | 加仓 |
| XSW | SPDR S&P SOFTWARE SERVICES ETF | $33.58万 | 0.02% | 2,360 | -319 | -11.9% | -$4.54万 | 减仓 |
| GFEB | FT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARY | $33.65万 | 0.02% | 8,189 | 2,700 | 49.2% | $11.09万 | 加仓 |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $33.75万 | 0.02% | 2,902 | 401 | 16.0% | $4.66万 | 加仓 |
| DJD | INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF | $33.77万 | 0.02% | 5,653 | 5,653 | — | $33.77万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INCORPORATED | $33.83万 | 0.02% | 990 | 123 | 14.2% | $4.20万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INCORPORATED | $33.91万 | 0.02% | 2,156 | -645 | -23.0% | -$10.14万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORPORATION DEL | $34.04万 | 0.02% | 574 | 10 | 1.8% | $5,930 | 加仓 |
| ATO | ATMOS ENERGY CORPORATION | $34.13万 | 0.02% | 1,848 | -142 | -7.1% | -$2.62万 | 减仓 |
| DY | DYCOM INDUSTRIES INCORPORATED | $34.15万 | 0.02% | 1,008 | 122 | 13.8% | $4.13万 | 加仓 |
| GSL | GLOBAL SHIP LEASE INCORPORATED NEW COM CLASS A | $34.20万 | 0.02% | 9,185 | 1,411 | 18.2% | $5.25万 | 加仓 |
| FMAR | FIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQUITY BUFFER ETF MARCH | $34.44万 | 0.02% | 7,103 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INCORPORATED CLASS A | $34.50万 | 0.02% | 2,298 | 76 | 3.4% | $1.14万 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $34.58万 | 0.02% | 10,496 | 1,296 | 14.1% | $4.27万 | 加仓 |
| CFR | CULLEN FROST BANKERS INCORPORATED | $34.65万 | 0.02% | 2,528 | -2 | -0.1% | -$274 | 减仓 |
| FDLO | FIDELITY LOW VOLATILITY FACTR ETF | $34.77万 | 0.02% | 5,384 | 130 | 2.5% | $8,396 | 加仓 |
| THRO | ISHARES US THMATIC ROTATN ACT ETF | $34.91万 | 0.02% | 9,639 | -114 | -1.2% | -$4,129 | 减仓 |
| RIOT | RIOT PLATFORMS INCORPORATED | $35.21万 | 0.02% | 28,484 | 4,050 | 16.6% | $5.01万 | 加仓 |
| BCAT | BLACKROCK CAPITAL ALLOCATION TERM TRUST COMMON SHS | $35.32万 | 0.02% | 24,999 | 7,089 | 39.6% | $10.02万 | 加仓 |
| ECL | ECOLAB INCORPORATED | $35.41万 | 0.02% | 1,331 | 98 | 7.9% | $2.61万 | 加仓 |
| NKE | NIKE INCORPORATED CLASS B | $35.50万 | 0.02% | 6,720 | -412 | -5.8% | -$2.18万 | 减仓 |
| SNOW | SNOWFLAKE INCORPORATED CLASS A | $35.62万 | 0.02% | 2,362 | -518 | -18.0% | -$7.81万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $35.76万 | 0.02% | 4,633 | -3,985 | -46.2% | -$30.76万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $35.78万 | 0.02% | 5,074 | 532 | 11.7% | $3.75万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INCORPORATED | $35.91万 | 0.02% | 1,390 | 1,390 | — | $35.91万 | 新建仓 |
| FIDU | FIDELITY MSCI INDUSTRIALS INDX ETF | $35.96万 | 0.02% | 4,156 | 4,156 | — | $35.96万 | 新建仓 |
| FAPR | FT VEST U.S. EQUITY BUFFER ETF - APRIL | $35.97万 | 0.02% | 8,011 | -4,050 | -33.6% | -$18.19万 | 减仓 |
| FDV | FEDERATED HERMS U S STRG DIV ETF | $36.06万 | 0.02% | 11,709 | -241 | -2.0% | -$7,423 | 减仓 |
| RY | ROYAL BK CDA | $36.17万 | 0.02% | 2,236 | -98 | -4.2% | -$1.59万 | 减仓 |
| USRT | ISHARES TR CRE U S REIT ETF | $36.18万 | 0.02% | 6,113 | 6,113 | — | $36.18万 | 新建仓 |
| SRLN | SPDR BLACKSTONE SENIOR LOAN ETF | $36.21万 | 0.02% | 9,020 | -507 | -5.3% | -$2.04万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INCORPORATED | $36.25万 | 0.02% | 22,826 | 2,663 | 13.2% | $4.23万 | 加仓 |
| FFEB | FIRST TR EXCHANGE TRADED FD VIII FT VEST US EQUITY BUFFER ETF FEB | $36.65万 | 0.02% | 6,563 | 400 | 6.5% | $2.23万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $36.76万 | 0.02% | 758 | -30 | -3.8% | -$1.45万 | 减仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | $36.89万 | 0.02% | 13,834 | -265 | -1.9% | -$7,067 | 减仓 |
| — | PGIM S&P 500 BUFFER 20 ETF - MARCH | $36.94万 | 0.02% | 12,182 | 12,182 | — | $36.94万 | 新建仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR APRIL | $36.99万 | 0.02% | 14,172 | -1,002 | -6.6% | -$2.62万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $37.02万 | 0.02% | 14,959 | -5,875 | -28.2% | -$14.54万 | 减仓 |
| NSC | NORFOLK SOUTHN CORPORATION | $37.18万 | 0.02% | 1,295 | -14 | -1.1% | -$4,019 | 减仓 |
| RPC | P10 INCORPORATED COM CLASS A | $37.22万 | 0.02% | 51,270 | -201 | -0.4% | -$1,459 | 减仓 |
| IWB | ISHARES TR RUS 1000 ETF | $37.31万 | 0.02% | 1,046 | 147 | 16.4% | $5.24万 | 加仓 |
| SYM | SYMBOTIC INCORPORATED CLASS A COM | $37.38万 | 0.02% | 7,027 | 7,027 | — | $37.38万 | 新建仓 |
| WSM | WILLIAMS SONOMA INCORPORATED | $38.08万 | 0.02% | 2,088 | 810 | 63.4% | $14.77万 | 加仓 |
| GAB | GABELLI EQUITY TR INCORPORATED | $38.09万 | 0.02% | 68,021 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR U.S. PHARMA ETF | $38.12万 | 0.02% | 4,398 | 498 | 12.8% | $4.32万 | 加仓 |
| MBSF | REGAN FLTG RATE MBS ETF VALUED ADVISERS TR | $38.29万 | 0.02% | 15,008 | -2,873 | -16.1% | -$7.33万 | 减仓 |
| IJT | ISHARES TR S&P SML 600 GWT | $38.46万 | 0.02% | 2,658 | -221 | -7.7% | -$3.20万 | 减仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $38.63万 | 0.02% | 4,549 | 4,549 | — | $38.63万 | 新建仓 |
| TOL | TOLL BROTHERS INCORPORATED | $38.65万 | 0.02% | 2,832 | -3,062 | -52.0% | -$41.79万 | 减仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $38.67万 | 0.02% | 1,897 | 696 | 58.0% | $14.19万 | 重新持有 |
| IREN | IREN LIMITED ORDINARY SHARES | $38.77万 | 0.02% | 11,310 | 11,310 | — | $38.77万 | 新建仓 |
| EXPD | EXPEDITORS INTERNATIONAL WASH INCORPORATED | $38.90万 | 0.02% | 2,716 | -88 | -3.1% | -$1.26万 | 减仓 |
| IEF | ISHARES TR 7-10 YR TRSY BD | $38.91万 | 0.02% | 4,077 | 1,011 | 33.0% | $9.65万 | 加仓 |
| RL | RALPH LAUREN CORPORATION CLASS A | $39.08万 | 0.02% | 1,136 | -352 | -23.7% | -$12.11万 | 减仓 |
| — | INNOVATOR INTL DEVELOPED PWR BUFFER ETF FEBRUARY | $39.20万 | 0.02% | 13,148 | 13,148 | — | $39.20万 | 新建仓 |
| DAL | DELTA AIR LINES INCORPORATED DEL COM NEW | $39.30万 | 0.02% | 5,911 | 317 | 5.7% | $2.11万 | 加仓 |
| — | ADC THERAPEUTICS SA SHS | $39.42万 | 0.02% | 105,107 | 107 | 0.1% | $401 | 加仓 |
| — | TOPBUILD CORPORATION | $39.45万 | 0.02% | 1,123 | 7 | 0.6% | $2,459 | 加仓 |
| DOW | DOW INCORPORATED | $39.52万 | 0.02% | 9,489 | -3,868 | -29.0% | -$16.11万 | 减仓 |
| EXC | EXELON CORPORATION | $39.61万 | 0.02% | 8,080 | 141 | 1.8% | $6,912 | 加仓 |
| MTB | M & T BK CORPORATION | $39.64万 | 0.02% | 1,917 | -74 | -3.7% | -$1.53万 | 减仓 |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $39.66万 | 0.02% | 8,439 | 1,558 | 22.6% | $7.32万 | 加仓 |