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 |
|---|---|---|---|---|---|---|---|---|
| IR | INGERSOLL RAND INCORPORATED | $82.32万 | 0.04% | 10,275 | 393 | 4.0% | $3.15万 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $82.60万 | 0.04% | 8,638 | -1,119 | -11.5% | -$10.70万 | 减仓 |
| ENB | ENBRIDGE INCORPORATED | $83.43万 | 0.04% | 15,410 | 946 | 6.5% | $5.12万 | 加仓 |
| MMM | 3M COMPANY | $83.73万 | 0.04% | 5,766 | 108 | 1.9% | $1.57万 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $83.91万 | 0.04% | 16,659 | 9,272 | 125.5% | $46.70万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $84.16万 | 0.04% | 24,457 | 24,457 | — | $84.16万 | 新建仓 |
| AIO | VIRTUS ARTIFICIAL INTELL | $84.40万 | 0.04% | 39,423 | 1,830 | 4.9% | $3.92万 | 加仓 |
| OEF | ISHARES TR S&P 100 ETF | $84.83万 | 0.04% | 2,667 | -1,697 | -38.9% | -$53.98万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $85.46万 | 0.04% | 11,604 | 1,598 | 16.0% | $11.77万 | 加仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L P | $85.54万 | 0.04% | 22,606 | -1,032 | -4.4% | -$3.91万 | 减仓 |
| — | PGIM ULTRA SHORT MUNICIPAL BOND ETF | $85.72万 | 0.04% | 17,028 | 17,028 | — | $85.72万 | 新建仓 |
| APP | APPLOVIN CORPORATION COM CLASS A | $85.81万 | 0.04% | 2,156 | 631 | 41.4% | $25.11万 | 加仓 |
| VST | VISTRA CORPORATION | $86.07万 | 0.04% | 5,726 | -194 | -3.3% | -$2.92万 | 减仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - | $86.91万 | 0.04% | 41,159 | -1,990 | -4.6% | -$4.20万 | 减仓 |
| — | PEARL DIVER CREDIT CO IN | $89.26万 | 0.04% | 84,965 | -4,519 | -5.1% | -$4.75万 | 减仓 |
| COIN | COINBASE GLOBAL INCORPORATED COM CLASS A | $89.84万 | 0.04% | 5,145 | 493 | 10.6% | $8.61万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $90.13万 | 0.04% | 8,686 | 3,171 | 57.5% | $32.90万 | 加仓 |
| DVN | DEVON ENERGY CORPORATION NEW | $90.54万 | 0.04% | 17,993 | -2,697 | -13.0% | -$13.57万 | 减仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF CRSP U S MEGA CAP VALUE INDEX | $90.93万 | 0.04% | 6,273 | 6,273 | — | $90.93万 | 新建仓 |
| ADSK | AUTODESK INCORPORATED | $91.00万 | 0.04% | 3,801 | 133 | 3.6% | $3.18万 | 加仓 |
| SBUX | STARBUCKS CORPORATION | $91.11万 | 0.04% | 10,170 | -2,362 | -18.8% | -$21.16万 | 减仓 |
| SCHW | SCHWAB CHARLES CORPORATION | $91.66万 | 0.04% | 9,753 | 1,923 | 24.6% | $18.07万 | 加仓 |
| BP | BP PLC SPONSORED ADR | $92.18万 | 0.04% | 19,612 | 2,192 | 12.6% | $10.30万 | 加仓 |
| SPHY | SPDR PORTFOLIO HIGH YIELD BOND ETF | $92.36万 | 0.04% | 39,605 | 2,807 | 7.6% | $6.55万 | 加仓 |
| SLB | SCHLUMBERGER LIMITED COM STK | $92.73万 | 0.04% | 18,045 | 416 | 2.4% | $2.14万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INCORPORATED | $93.01万 | 0.04% | 10,076 | -4,547 | -31.1% | -$41.97万 | 减仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF-2 YR TO JULY | $93.24万 | 0.04% | 31,755 | -1,461 | -4.4% | -$4.29万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INCORPORATED | $94.13万 | 0.04% | 1,915 | 443 | 30.1% | $21.77万 | 加仓 |
| SPYV | SPDR PORTFOLIO S&P 500 VALUE ETF | $94.86万 | 0.05% | 16,765 | -137 | -0.8% | -$7,751 | 减仓 |
| TRV | TRAVELERS COMPANIES INCORPORATED | $95.01万 | 0.05% | 3,257 | 7 | 0.2% | $2,042 | 加仓 |
| — | GLOBAL X FUNDS S&P 500 COLLAR 95-110 ETF | $95.02万 | 0.05% | 37,226 | 37,226 | — | $95.02万 | 新建仓 |
| — | GLOBAL X ALTERNATIVES INCOME ETF | $95.21万 | 0.05% | 79,238 | 26,644 | 50.7% | $32.01万 | 加仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $96.29万 | 0.05% | 12,806 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR S&P 500 VAL ETF | $96.48万 | 0.05% | 4,569 | -431 | -8.6% | -$9.10万 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI | $97.26万 | 0.05% | 112,834 | 1,934 | 1.7% | $1.67万 | 加仓 |
| NOW | SERVICENOW INCORPORATED | $97.58万 | 0.05% | 9,333 | 1,296 | 16.1% | $13.55万 | 加仓 |
| EMR | EMERSON ELEC COMPANY | $98.79万 | 0.05% | 7,546 | 61 | 0.8% | $7,986 | 加仓 |
| IXUS | ISHARES TR CORE MSCI TOTAL | $99.42万 | 0.05% | 11,682 | 1,253 | 12.0% | $10.66万 | 加仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $99.63万 | 0.05% | 19,678 | -275 | -1.4% | -$1.39万 | 减仓 |
| HYG | ISHARES TR IBOXX HI YD ETF | $102.11万 | 0.05% | 12,834 | 942 | 7.9% | $7.49万 | 加仓 |
| FDEC | FIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQI BUFFER ETF DECEMBER | $103.21万 | 0.05% | 20,758 | 11,710 | 129.4% | $58.22万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY ETF | $103.96万 | 0.05% | 34,086 | 348 | 1.0% | $1.06万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $103.97万 | 0.05% | 5,272 | 5,272 | — | $103.97万 | 新建仓 |
| ACP | ABRDN INCOME CREDIT STRATEGIES | $104.03万 | 0.05% | 203,971 | -9,201 | -4.3% | -$4.69万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $104.15万 | 0.05% | 40,619 | 17,555 | 76.1% | $45.01万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIES COM NEW | $104.24万 | 0.05% | 52,700 | 23,280 | 79.1% | $46.05万 | 加仓 |
| — | FEDERATED HME MDT LAR VAL ETF NAV CF | $105.14万 | 0.05% | 33,375 | 4,150 | 14.2% | $13.07万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $105.62万 | 0.05% | 11,907 | 332 | 2.9% | $2.94万 | 加仓 |
| WMB | WILLIAMS COMPANIES INCORPORATED | $105.74万 | 0.05% | 14,528 | 908 | 6.7% | $6.61万 | 加仓 |
| WAB | WABTEC | $106.01万 | 0.05% | 4,242 | -93 | -2.1% | -$2.32万 | 减仓 |
| FSK | FS KKR CAP CORPORATION | $106.53万 | 0.05% | 104,651 | -7,530 | -6.7% | -$7.67万 | 减仓 |
| NBSD | NEUBERGER SHORT DURATION INCOME ETF | $107.40万 | 0.05% | 21,180 | 21,180 | — | $107.40万 | 新建仓 |
| CVS | CVS HEALTH CORPORATION | $107.78万 | 0.05% | 15,006 | -1,222 | -7.5% | -$8.78万 | 减仓 |
| HUM | HUMANA INCORPORATED | $108.77万 | 0.05% | 6,273 | -167 | -2.6% | -$2.90万 | 减仓 |
| XYLD | GLOBAL X S&P 500 COVERED CALL ETF | $109.33万 | 0.05% | 27,941 | -11,025 | -28.3% | -$43.14万 | 减仓 |
| CRWV | COREWEAVE INCORPORATED COM CLASS A | $110.11万 | 0.05% | 14,213 | -816 | -5.4% | -$6.32万 | 减仓 |
| AXP | AMERICAN EXPRESS COMPANY | $110.40万 | 0.05% | 3,650 | 163 | 4.7% | $4.93万 | 加仓 |
| EFV | ISHARES TR EAFE VALUE ETF | $110.55万 | 0.05% | 14,869 | -2,251 | -13.1% | -$16.74万 | 减仓 |
| XMMO | INVESCO S & P MIDCAP MOMENTUM ETF | $110.65万 | 0.05% | 7,630 | 57 | 0.8% | $8,266 | 加仓 |
| AFL | AFLAC INCORPORATED | $111.00万 | 0.05% | 10,118 | -1,191 | -10.5% | -$13.07万 | 减仓 |
| PWR | QUANTA SVCS INCORPORATED | $111.07万 | 0.05% | 2,023 | 205 | 11.3% | $11.25万 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $112.06万 | 0.05% | 11,891 | 2,454 | 26.0% | $23.13万 | 加仓 |
| IWLG | NYLI Winslow Large Cap Growth ETF | $112.90万 | 0.05% | 23,658 | 3,045 | 14.8% | $14.53万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD TR INVESCO S&P 100 EQUAL WEIGHT ETF | $112.97万 | 0.05% | 9,803 | -107 | -1.1% | -$1.23万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A | $113.05万 | 0.05% | 16,855 | 464 | 2.8% | $3.11万 | 加仓 |
| LRCX | LAM RESEARCH CORPORATION COM NEW | $113.57万 | 0.05% | 5,316 | 7 | 0.1% | $1,495 | 加仓 |
| BLK | BLACKROCK INCORPORATED | $113.64万 | 0.05% | 1,182 | -1,036 | -46.7% | -$99.61万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $114.57万 | 0.05% | 19,595 | -2,803 | -12.5% | -$16.39万 | 减仓 |
| EFA | ISHARES TR MSCI EAFE ETF | $115.08万 | 0.05% | 11,848 | 560 | 5.0% | $5.44万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE-TRADED FD TR BETABUILDERS US EQUITY ETF | $115.47万 | 0.05% | 9,854 | -650 | -6.2% | -$7.62万 | 减仓 |
| ANET | ARISTA NETWORKS INCORPORATED COM SHS | $115.54万 | 0.05% | 9,410 | 441 | 4.9% | $5.41万 | 加仓 |
| KRE | SPDR S&P REGIONAL BANKING ETF | $116.61万 | 0.06% | 17,898 | 6,847 | 62.0% | $44.61万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST ISHARES U S EQUITY FACTOR ROTATION ACTIVE ETF | $117.34万 | 0.06% | 20,169 | -3,380 | -14.4% | -$19.66万 | 减仓 |
| — | FIRST TRUST NEW CONSTRUCTS CORE EARNINGS LEADERS ETF | $117.43万 | 0.06% | 49,674 | 49,674 | — | $117.43万 | 新建仓 |
| NULG | NUVEEN ESG LARGE CAP GROWTH ETF | $117.76万 | 0.06% | 12,949 | -381 | -2.9% | -$3.46万 | 减仓 |
| FDX | FEDEX CORPORATION | $117.88万 | 0.06% | 3,309 | 225 | 7.3% | $8.02万 | 加仓 |
| IDV | ISHARES TR INTL SEL DIV ETF | $118.45万 | 0.06% | 27,832 | 2,468 | 9.7% | $10.50万 | 加仓 |
| ABT | ABBOTT LABS | $119.15万 | 0.06% | 11,606 | 293 | 2.6% | $3.01万 | 加仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $119.58万 | 0.06% | 21,648 | 10,309 | 90.9% | $56.95万 | 加仓 |
| PSX | PHILLIPS 66 | $120.59万 | 0.06% | 6,619 | 13 | 0.2% | $2,369 | 加仓 |
| GATX | GATX CORPORATION | $121.04万 | 0.06% | 7,089 | 109 | 1.6% | $1.86万 | 加仓 |
| ALL | ALLSTATE CORPORATION | $121.79万 | 0.06% | 5,874 | 489 | 9.1% | $10.14万 | 加仓 |
| EEM | ISHARES TR MSCI EMG MKT ETF | $122.00万 | 0.06% | 21,483 | 5,931 | 38.1% | $33.68万 | 加仓 |
| SPYD | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $122.16万 | 0.06% | 26,836 | 3,385 | 14.4% | $15.41万 | 加仓 |
| AR | ANTERO RESOURCES CORPORATION | $122.30万 | 0.06% | 28,817 | 28,817 | — | $122.30万 | 新建仓 |
| — | ISHARES ETHEREUM TR SHS | $123.05万 | 0.06% | 77,731 | -14,426 | -15.7% | -$22.84万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INCORPORATED | $123.22万 | 0.06% | 12,440 | 549 | 4.6% | $5.44万 | 加仓 |
| GILD | GILEAD SCIENCES INCORPORATED | $123.77万 | 0.06% | 8,881 | 214 | 2.5% | $2.98万 | 加仓 |
| — | STATE STREET SPDR S&P GLOBAL DIVIDEND ETF | $123.80万 | 0.06% | 16,046 | 16,046 | — | $123.80万 | 新建仓 |
| RDIV | INVESCO S P ULTRA DIVIDEND REV ETF | $123.87万 | 0.06% | 22,255 | -286 | -1.3% | -$1.59万 | 减仓 |
| STEW | SRH TOTAL RETURN FUND INCORPORATED | $124.45万 | 0.06% | 72,775 | -6,700 | -8.4% | -$11.46万 | 减仓 |
| IGSB | ISHARES TR ISHS 1-5YR INVS | $124.67万 | 0.06% | 23,720 | 1,574 | 7.1% | $8.27万 | 加仓 |
| CMCSA | COMCAST CORPORATION NEW CLASS A | $124.68万 | 0.06% | 43,427 | -1,405 | -3.1% | -$4.03万 | 减仓 |
| OXY | OCCIDENTAL PETE CORPORATION | $124.77万 | 0.06% | 19,195 | -3,510 | -15.5% | -$22.81万 | 减仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $125.35万 | 0.06% | 64,949 | 468 | 0.7% | $9,032 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORPORATION | $125.98万 | 0.06% | 9,616 | 186 | 2.0% | $2.44万 | 加仓 |
| TGT | TARGET CORPORATION | $126.47万 | 0.06% | 10,435 | -1,417 | -12.0% | -$17.17万 | 减仓 |
| — | IDX ALTERNATIVE FIAT ETF | $127.08万 | 0.06% | 53,891 | 53,891 | — | $127.08万 | 新建仓 |
| ETR | ENTERGY CORPORATION NEW | $128.97万 | 0.06% | 11,478 | 163 | 1.4% | $1.83万 | 加仓 |
| IUSB | ISHARES TR CORE TOTAL USD | $128.97万 | 0.06% | 27,923 | 3,594 | 14.8% | $16.60万 | 加仓 |