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 |
|---|---|---|---|---|---|---|---|---|
| STZ | CONSTELLATION BRANDS INCORPORATED CLASS A | $56.68万 | 0.03% | 3,779 | -235 | -5.9% | -$3.52万 | 减仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $56.82万 | 0.03% | 24,470 | -7,455 | -23.4% | -$17.31万 | 减仓 |
| VFH | VANGUARD FINANCIALS ETF | $56.87万 | 0.03% | 4,707 | 0 | 0.0% | — | 不变 |
| — | NEOS GOLD HIGH INCOME ETF | $56.94万 | 0.03% | 10,012 | 10,012 | — | $56.94万 | 新建仓 |
| CSX | CSX CORPORATION | $57.23万 | 0.03% | 13,942 | 90 | 0.6% | $3,694 | 加仓 |
| TFI | SPDR SERIES TRUST SPDR NUVEEN ICE MUNICIPAL BOND ETF | $57.30万 | 0.03% | 12,637 | -166 | -1.3% | -$7,526 | 减仓 |
| FJAN | FT VEST U.S. EQUITY BUFFER - JANUARY | $57.52万 | 0.03% | 11,410 | 4,174 | 57.7% | $21.04万 | 加仓 |
| IBB | ISHARES TR ISHARES BIOTECH | $57.79万 | 0.03% | 3,423 | 548 | 19.1% | $9.25万 | 加仓 |
| FMAY | FT VEST U.S. EQUITY BUFFER ETF - MAY | $58.91万 | 0.03% | 11,158 | -579 | -4.9% | -$3.06万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $59.13万 | 0.03% | 765 | 33 | 4.5% | $2.55万 | 加仓 |
| RJF | RAYMOND JAMES FINL INCORPORATED | $59.62万 | 0.03% | 4,118 | 297 | 7.8% | $4.30万 | 加仓 |
| GSK | GSK PLC SPONSORED ADR | $59.68万 | 0.03% | 10,814 | 1,134 | 11.7% | $6.26万 | 加仓 |
| PAYX | PAYCHEX INCORPORATED | $59.97万 | 0.03% | 6,510 | 1,858 | 39.9% | $17.12万 | 加仓 |
| NUE | NUCOR CORPORATION | $60.26万 | 0.03% | 3,563 | -6 | -0.2% | -$1,015 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INCORPORATED | $60.42万 | 0.03% | 1,353 | 77 | 6.0% | $3.44万 | 加仓 |
| — | ELECTRONIC ARTS INCORPORATED | $61.32万 | 0.03% | 3,008 | 406 | 15.6% | $8.28万 | 加仓 |
| — | SCHWAB CRYPTO THEMATIC ETF | $61.50万 | 0.03% | 11,831 | 11,831 | — | $61.50万 | 新建仓 |
| GOVT | ISHARES TR US TREAS BD ETF | $61.73万 | 0.03% | 26,945 | 10,075 | 59.7% | $23.08万 | 加仓 |
| TTE | TOTALENERGIES SE | $61.77万 | 0.03% | 6,789 | 2,738 | 67.6% | $24.91万 | 加仓 |
| MPWR | MONOLITHIC PWR SYSTEMS INCORPORATED | $62.21万 | 0.03% | 569 | -11 | -1.9% | -$1.20万 | 减仓 |
| NBXG | NEUBERGER NEXT GENERATION COMMON STOCK | $62.26万 | 0.03% | 48,374 | 1,589 | 3.4% | $2.05万 | 加仓 |
| KMB | KIMBERLY-CLARK CORPORATION | $62.31万 | 0.03% | 6,459 | 2,508 | 63.5% | $24.19万 | 加仓 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $62.41万 | 0.03% | 12,559 | 3,616 | 40.4% | $17.97万 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $62.50万 | 0.03% | 9,991 | 2,439 | 32.3% | $15.26万 | 加仓 |
| SPMD | SPDR PORTFOLIO S&P 400 MID CAP ETF | $62.57万 | 0.03% | 10,565 | 4,111 | 63.7% | $24.35万 | 加仓 |
| CLS | CELESTICA INCORPORATED | $62.65万 | 0.03% | 2,224 | -1,138 | -33.8% | -$32.06万 | 减仓 |
| ADBE | ADOBE INCORPORATED | $63.25万 | 0.03% | 2,602 | -1,397 | -34.9% | -$33.96万 | 减仓 |
| CGMU | CAPITAL GROUP MUNICIPAL INC ETF | $63.55万 | 0.03% | 23,406 | 669 | 2.9% | $1.82万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT REIT | $63.94万 | 0.03% | 10,809 | -162 | -1.5% | -$9,582 | 减仓 |
| FMHI | FIRST TRUST MUNICIPAL HIGH INCOME ETF | $64.40万 | 0.03% | 13,546 | 13,546 | — | $64.40万 | 新建仓 |
| ZTS | ZOETIS INCORPORATED CLASS A | $64.41万 | 0.03% | 5,449 | 3,709 | 213.2% | $43.84万 | 加仓 |
| IJS | ISHARES TR SP SMCP600VL ETF | $64.55万 | 0.03% | 5,450 | -347 | -6.0% | -$4.11万 | 减仓 |
| KEY | KEYCORP | $64.66万 | 0.03% | 32,252 | 6,529 | 25.4% | $13.09万 | 加仓 |
| APH | AMPHENOL CORPORATION NEW CLASS A | $65.05万 | 0.03% | 5,148 | 2,062 | 66.8% | $26.06万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INCORPORATED | $65.18万 | 0.03% | 3,208 | -101 | -3.1% | -$2.05万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $65.36万 | 0.03% | 11,607 | -335 | -2.8% | -$1.89万 | 减仓 |
| FLCG | FEDERATED HME MDT LAR GRW ETF NAV CF | $65.60万 | 0.03% | 21,941 | 4,935 | 29.0% | $14.76万 | 加仓 |
| IYF | ISHARES TR U.S. FINLS ETF | $65.72万 | 0.03% | 5,586 | 5,586 | — | $65.72万 | 新建仓 |
| MAS | MASCO CORPORATION | $66.33万 | 0.03% | 10,988 | 928 | 9.2% | $5.60万 | 加仓 |
| AGNC | AGNC INVT CORPORATION REIT | $66.41万 | 0.03% | 66,211 | 18,180 | 37.9% | $18.23万 | 加仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $66.42万 | 0.03% | 13,293 | 3,475 | 35.4% | $17.36万 | 加仓 |
| BBY | BEST BUY INCORPORATED | $66.87万 | 0.03% | 10,416 | -413 | -3.8% | -$2.65万 | 减仓 |
| FJUL | FT VEST U.S. EQUITY BUFFER ETF - JULY | $67.04万 | 0.03% | 12,251 | -2,276 | -15.7% | -$12.45万 | 减仓 |
| VDE | VANGUARD ENERGY ETF | $67.14万 | 0.03% | 3,880 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD MEGA CAP INDEX FUND ETF SHARES | $67.19万 | 0.03% | 2,843 | 2,843 | — | $67.19万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SVCS | $67.87万 | 0.03% | 14,469 | 618 | 4.5% | $2.90万 | 加仓 |
| CGMM | CAPITAL GROUP US SMALL AND MID CAP ETF | $68.15万 | 0.03% | 23,211 | -13,214 | -36.3% | -$38.80万 | 减仓 |
| TLT | ISHARES TR 20 YR TR BD ETF | $68.21万 | 0.03% | 7,868 | -18,559 | -70.2% | -$160.89万 | 减仓 |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | $68.46万 | 0.03% | 13,050 | -862 | -6.2% | -$4.52万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $68.58万 | 0.03% | 30,795 | 30,795 | — | $68.58万 | 新建仓 |
| D | DOMINION ENERGY INCORPORATED | $68.85万 | 0.03% | 11,137 | -219 | -1.9% | -$1.35万 | 减仓 |
| OWL | BLUE OWL CAPITAL INCORPORATED COM CLASS A | $69.03万 | 0.03% | 75,605 | -1,334 | -1.7% | -$1.22万 | 减仓 |
| IHI | ISHARES TR U.S. MED DVC ETF | $69.38万 | 0.03% | 13,004 | 3,035 | 30.4% | $16.19万 | 加仓 |
| MTN | VAIL RESORTS INCORPORATED | $69.65万 | 0.03% | 5,428 | -40 | -0.7% | -$5,133 | 减仓 |
| BKNG | BOOKING HOLDINGS INCORPORATED | $69.93万 | 0.03% | 166 | -9 | -5.1% | -$3.79万 | 减仓 |
| ULST | SSGA ACTIVE TRUST SPDR SSGA ULTRA SHORT TERM BOND ETF | $70.00万 | 0.03% | 17,283 | 35 | 0.2% | $1,417 | 加仓 |
| CM | CANADIAN IMPERIAL BK COMM | $70.09万 | 0.03% | 7,397 | -102 | -1.4% | -$9,665 | 减仓 |
| RF | REGIONS FINANCIAL CORPORATION NEW | $70.43万 | 0.03% | 26,965 | 227 | 0.8% | $5,929 | 加仓 |
| FXU | FIRST TRUST UTILITIES ALPHADEX FUND | $70.60万 | 0.03% | 14,236 | -25,473 | -64.1% | -$126.32万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INCORPORATED | $70.72万 | 0.03% | 2,717 | 46 | 1.7% | $1.20万 | 加仓 |
| FNDC | SCHWAB FUNDTL INTRNL SML EQT ETF | $70.77万 | 0.03% | 15,265 | 137 | 0.9% | $6,351 | 加仓 |
| FAUG | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | $70.81万 | 0.03% | 13,674 | -600 | -4.2% | -$3.11万 | 减仓 |
| FLOT | ISHARES TR FLTG RATE NT ETF | $71.00万 | 0.03% | 13,935 | 2,505 | 21.9% | $12.76万 | 加仓 |
| HYEM | VANECK EMERGING MARKETS HIGH YIELD BOND ETF | $71.96万 | 0.03% | 36,471 | 2,843 | 8.5% | $5.61万 | 加仓 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $72.40万 | 0.03% | 4,566 | 391 | 9.4% | $6.20万 | 加仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $72.47万 | 0.03% | 14,878 | 589 | 4.1% | $2.87万 | 加仓 |
| IWR | ISHARES TR RUS MID CAP ETF | $72.53万 | 0.03% | 7,460 | 381 | 5.4% | $3.70万 | 加仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $72.59万 | 0.03% | 18,386 | -1,008 | -5.2% | -$3.98万 | 减仓 |
| O | REALTY INCOME CORPORATION REIT | $72.69万 | 0.03% | 11,881 | -1,064 | -8.2% | -$6.51万 | 减仓 |
| USB | US BANCORP DEL COM NEW | $72.78万 | 0.03% | 13,994 | -366 | -2.5% | -$1.90万 | 减仓 |
| LIN | LINDE PLC SHS | $73.50万 | 0.03% | 1,483 | 176 | 13.5% | $8.72万 | 加仓 |
| SCCO | SOUTHERN COPPER CORPORATION | $73.53万 | 0.03% | 4,274 | -179 | -4.0% | -$3.08万 | 减仓 |
| DLR | DIGITAL RLTY TR INCORPORATED REIT | $73.64万 | 0.03% | 4,086 | -36 | -0.9% | -$6,488 | 减仓 |
| XAR | SPDR S&P AEROSPACE & DEFENSE ETF | $73.72万 | 0.03% | 2,903 | 359 | 14.1% | $9.12万 | 加仓 |
| SYK | STRYKER CORPORATION | $74.12万 | 0.04% | 2,256 | 372 | 19.7% | $12.22万 | 加仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $74.36万 | 0.04% | 12,303 | -6,322 | -33.9% | -$38.21万 | 减仓 |
| JBL | JABIL INCORPORATED | $74.39万 | 0.04% | 2,801 | 25 | 0.9% | $6,640 | 加仓 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND | $74.77万 | 0.04% | 3,462 | 285 | 9.0% | $6.16万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INCORPORATED | $75.81万 | 0.04% | 3,868 | 91 | 2.4% | $1.78万 | 加仓 |
| CTVA | CORTEVA INCORPORATED | $76.25万 | 0.04% | 9,110 | -709 | -7.2% | -$5.93万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INCORPORATED | $76.66万 | 0.04% | 3,684 | 325 | 9.7% | $6.76万 | 加仓 |
| KLAC | KLA CORPORATION COM NEW | $76.86万 | 0.04% | 522 | 219 | 72.3% | $32.25万 | 加仓 |
| XLV | SPDR HEALTH CARE SELECT | $77.06万 | 0.04% | 5,256 | -332 | -5.9% | -$4.87万 | 减仓 |
| KIE | SPDR S&P INSURANCE ETF | $77.09万 | 0.04% | 14,017 | 10,565 | 306.1% | $58.11万 | 加仓 |
| IWS | ISHARES TR RUS MDCP VAL ETF | $77.17万 | 0.04% | 5,295 | 60 | 1.1% | $8,745 | 加仓 |
| GNRC | GENERAC HLDGS INCORPORATED | $77.82万 | 0.04% | 3,984 | 167 | 4.4% | $3.26万 | 加仓 |
| SYY | SYSCO CORPORATION | $78.50万 | 0.04% | 11,006 | -1,540 | -12.3% | -$10.98万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $78.59万 | 0.04% | 14,540 | 2,822 | 24.1% | $15.25万 | 加仓 |
| FEZ | SPDR EURO STOXX 50 ETF | $78.64万 | 0.04% | 12,668 | 2,019 | 19.0% | $12.53万 | 加仓 |
| FSEP | FT VEST U.S. EQUITY BUFFER ETF SEPTEMBER | $78.79万 | 0.04% | 15,655 | 0 | 0.0% | — | 不变 |
| EMO | CLEARBRIDGE ENERGY MIDSTRM OPP | $79.17万 | 0.04% | 14,989 | 0 | 0.0% | — | 不变 |
| IGRO | ISHARES TR INTL DIVID GROWTH ETF | $79.56万 | 0.04% | 9,498 | 1,514 | 19.0% | $12.68万 | 加仓 |
| — | SAN JUAN BASIN RTY T ROYALTY TRUST | $79.66万 | 0.04% | 165,950 | -26,000 | -13.5% | -$12.48万 | 减仓 |
| — | INNOVATOR ETFS TRUST EQUITY DEFINED P | $79.96万 | 0.04% | 31,224 | -197 | -0.6% | -$5,045 | 减仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $80.49万 | 0.04% | 18,435 | -548 | -2.9% | -$2.39万 | 减仓 |
| FR | FIRST INDL RLTY TR INCORPORATED REIT | $80.63万 | 0.04% | 13,938 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TRUST ULTRAPRO QQQ | $82.02万 | 0.04% | 19,678 | -6,476 | -24.8% | -$26.99万 | 减仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC COMMON STOCK | $82.12万 | 0.04% | 48,705 | 1,000 | 2.1% | $1.69万 | 加仓 |
| PEY | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | $82.18万 | 0.04% | 38,369 | -314 | -0.8% | -$6,725 | 减仓 |
| NET | CLOUDFLARE INCORPORATED CLASS A COM | $82.23万 | 0.04% | 3,985 | 318 | 8.7% | $6.56万 | 加仓 |