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 |
|---|---|---|---|---|---|---|---|---|
| VLO | VALERO ENERGY CORPORATION | $129.12万 | 0.06% | 5,226 | 64 | 1.2% | $1.58万 | 加仓 |
| XBI | SPDR S&P BIOTECH ETF | $129.45万 | 0.06% | 10,135 | 1,458 | 16.8% | $18.62万 | 加仓 |
| FIX | COMFORT SYSTEMS USA INCORPORATED | $129.90万 | 0.06% | 942 | -11 | -1.2% | -$1.52万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $130.60万 | 0.06% | 118,081 | -5,218 | -4.2% | -$5.77万 | 减仓 |
| EMGF | ISHARES EMG MRKTS EQTY FACTOR ETF | $130.76万 | 0.06% | 21,638 | 1,128 | 5.5% | $6.82万 | 加仓 |
| WELL | WELLTOWER INCORPORATED REIT | $131.11万 | 0.06% | 6,631 | 27 | 0.4% | $5,338 | 加仓 |
| — | INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF | $132.61万 | 0.06% | 105,751 | 50,985 | 93.1% | $63.94万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U S LARGE COMPANY ETF | $133.76万 | 0.06% | 48,030 | -6,237 | -11.5% | -$17.37万 | 减仓 |
| SHOP | SHOPIFY INCORPORATED CLASS A SUB VTG SHS | $134.74万 | 0.06% | 11,359 | -1,353 | -10.6% | -$16.05万 | 减仓 |
| TFC | TRUIST FINL CORPORATION | $134.99万 | 0.06% | 29,365 | -1,535 | -5.0% | -$7.06万 | 减仓 |
| ITA | ISHARES TR US AER DEF ETF | $135.36万 | 0.06% | 6,188 | -1,044 | -14.4% | -$22.84万 | 减仓 |
| NULV | NUVEEN ESG LARGE CAP VALUE ETF | $135.89万 | 0.06% | 29,867 | 927 | 3.2% | $4.22万 | 加仓 |
| DSI | ISHARES TR ESG MSCI KLD 400 | $136.54万 | 0.06% | 11,267 | 1,237 | 12.3% | $14.99万 | 加仓 |
| XLU | SPDR UTILITIES SELECT SECTOR FUND | $136.67万 | 0.06% | 29,783 | 17 | 0.1% | $780 | 加仓 |
| PANW | PALO ALTO NETWORKS INCORPORATED | $136.75万 | 0.06% | 8,530 | 1,254 | 17.2% | $20.10万 | 加仓 |
| — | US VEGAN CLIMATE ETF | $136.94万 | 0.06% | 24,239 | 850 | 3.6% | $4.80万 | 加仓 |
| IGLD | FT VEST GOLD STRATEGY TARGET INCOME ETF | $136.99万 | 0.07% | 53,657 | 53,657 | — | $136.99万 | 新建仓 |
| CI | THE CIGNA GROUP | $138.42万 | 0.07% | 5,189 | -94 | -1.8% | -$2.51万 | 减仓 |
| BIZD | VANECK BDC INCOME ETF | $139.78万 | 0.07% | 109,201 | -40,550 | -27.1% | -$51.90万 | 减仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $140.59万 | 0.07% | 28,477 | 14,134 | 98.5% | $69.78万 | 加仓 |
| DELL | DELL TECHNOLOGIES INCORPORATED CLASS C | $140.69万 | 0.07% | 8,572 | -9,857 | -53.5% | -$161.79万 | 减仓 |
| SPTM | SPDR PORTFOLIO S P 1500 CMPST ST ETF | $140.88万 | 0.07% | 17,819 | -127 | -0.7% | -$1.00万 | 减仓 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND - ETF | $141.14万 | 0.07% | 28,308 | 28,308 | — | $141.14万 | 新建仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $141.76万 | 0.07% | 41,977 | -2,352 | -5.3% | -$7.94万 | 减仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $142.43万 | 0.07% | 19,474 | 1,076 | 5.8% | $7.87万 | 加仓 |
| UBER | UBER TECHNOLOGIES INCORPORATED | $142.59万 | 0.07% | 19,823 | -5,495 | -21.7% | -$39.53万 | 减仓 |
| OKE | ONEOK INCORPORATED NEW | $144.42万 | 0.07% | 15,977 | -1,298 | -7.5% | -$11.73万 | 减仓 |
| COF | CAPITAL ONE FINL CORPORATION | $145.02万 | 0.07% | 7,949 | 234 | 3.0% | $4.27万 | 加仓 |
| LQD | ISHARES TR IBOXX INV CP ETF | $145.88万 | 0.07% | 13,384 | 1,058 | 8.6% | $11.53万 | 加仓 |
| GPC | GENUINE PARTS COMPANY | $145.95万 | 0.07% | 13,801 | 1 | 0.0% | $106 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $146.62万 | 0.07% | 5,697 | 53 | 0.9% | $1.36万 | 加仓 |
| GLW | CORNING INCORPORATED | $147.24万 | 0.07% | 10,829 | 1,688 | 18.5% | $22.95万 | 加仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $147.94万 | 0.07% | 23,148 | 3,379 | 17.1% | $21.60万 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $148.05万 | 0.07% | 13,402 | 7,486 | 126.5% | $82.70万 | 加仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF-MARCH | $149.69万 | 0.07% | 44,711 | -3,253 | -6.8% | -$10.89万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $150.72万 | 0.07% | 15,586 | -1,671 | -9.7% | -$16.16万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INCORPORATED COM NEW | $150.74万 | 0.07% | 3,270 | -305 | -8.5% | -$14.06万 | 减仓 |
| BX | BLACKSTONE INCORPORATED | $150.82万 | 0.07% | 13,116 | 575 | 4.6% | $6.61万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $151.03万 | 0.07% | 29,842 | 6,681 | 28.8% | $33.81万 | 加仓 |
| TDIV | FIRST TRUST EXCHANGE TRADED FUND VI FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $153.12万 | 0.07% | 16,349 | 650 | 4.1% | $6.09万 | 加仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $155.23万 | 0.07% | 16,559 | 1,419 | 9.4% | $13.30万 | 加仓 |
| EMB | ISHARES TR JPMORGAN USD EMG | $155.27万 | 0.07% | 16,530 | 2,028 | 14.0% | $19.05万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $155.58万 | 0.07% | 93,667 | 72,943 | 352.0% | $121.16万 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | $156.66万 | 0.07% | 2,540 | -14 | -0.5% | -$8,635 | 减仓 |
| DRI | DARDEN RESTAURANTS INCORPORATED | $159.87万 | 0.08% | 8,155 | -107 | -1.3% | -$2.10万 | 减仓 |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $160.61万 | 0.08% | 31,829 | 31,829 | — | $160.61万 | 新建仓 |
| COKE | COCA COLA CONS INCORPORATED | $161.06万 | 0.08% | 8,400 | 13 | 0.2% | $2,493 | 加仓 |
| DIS | DISNEY WALT COMPANY | $161.09万 | 0.08% | 16,714 | -134 | -0.8% | -$1.29万 | 减仓 |
| MTRN | MATERION CORPORATION | $162.36万 | 0.08% | 11,224 | -94 | -0.8% | -$1.36万 | 减仓 |
| AZO | AUTOZONE INCORPORATED | $163.15万 | 0.08% | 483 | -11 | -2.2% | -$3.72万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORPORATION | $164.53万 | 0.08% | 5,892 | 1,996 | 51.2% | $55.74万 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $164.88万 | 0.08% | 76,725 | 6,957 | 10.0% | $14.95万 | 加仓 |
| UNP | UNION PAC CORPORATION | $172.98万 | 0.08% | 7,130 | 36 | 0.5% | $8,734 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $173.31万 | 0.08% | 17,233 | -9,556 | -35.7% | -$96.10万 | 减仓 |
| MCK | MCKESSON CORPORATION | $174.47万 | 0.08% | 2,016 | 123 | 6.5% | $10.65万 | 加仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $174.66万 | 0.08% | 22,975 | -2,619 | -10.2% | -$19.91万 | 减仓 |
| FTHI | FIRST TRUST BUYWRITE INCOME ETF | $176.23万 | 0.08% | 76,790 | 14,490 | 23.3% | $33.25万 | 加仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $177.07万 | 0.08% | 103,249 | -17,139 | -14.2% | -$29.39万 | 减仓 |
| C | CITIGROUP INCORPORATED COM NEW | $177.96万 | 0.08% | 15,692 | 493 | 3.2% | $5.59万 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $178.94万 | 0.08% | 38,049 | 150 | 0.4% | $7,055 | 加仓 |
| AMGN | AMGEN INCORPORATED | $179.33万 | 0.09% | 5,097 | 158 | 3.2% | $5.56万 | 加仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $179.48万 | 0.09% | 45,519 | 3,015 | 7.1% | $11.89万 | 加仓 |
| UTES | VIRTUS REAVES UTILITIES ETF | $180.14万 | 0.09% | 22,546 | -9,153 | -28.9% | -$73.13万 | 减仓 |
| ICF | ISHARES TR COHEN STEER REIT | $180.98万 | 0.09% | 29,243 | 29,243 | — | $180.98万 | 新建仓 |
| GPIQ | GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF | $181.43万 | 0.09% | 36,660 | 36,660 | — | $181.43万 | 新建仓 |
| CRH | CRH PLC ORD | $181.79万 | 0.09% | 17,294 | -18 | -0.1% | -$1,892 | 减仓 |
| IUSG | ISHARES TR CORE S&P US GWT | $182.28万 | 0.09% | 11,751 | 703 | 6.4% | $10.90万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $186.24万 | 0.09% | 35,381 | -13,056 | -27.0% | -$68.73万 | 减仓 |
| STT | STATE STR CORPORATION | $187.55万 | 0.09% | 14,819 | -115 | -0.8% | -$1.46万 | 减仓 |
| WTMF | WISDOMTREE MANAGED FUTURES STRATEGY FUND | $190.63万 | 0.09% | 48,034 | 22,112 | 85.3% | $87.75万 | 加仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $191.48万 | 0.09% | 11,556 | 7,435 | 180.4% | $123.19万 | 加仓 |
| ARKK | ARK ETF TRUST INNOVATION ETF | $192.40万 | 0.09% | 28,465 | 1,042 | 3.8% | $7.04万 | 加仓 |
| DE | DEERE & COMPANY | $195.87万 | 0.09% | 3,477 | 635 | 22.3% | $35.77万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INCORPORATED CLASS A | $196.38万 | 0.09% | 5,030 | 389 | 8.4% | $15.19万 | 加仓 |
| PM | PHILIP MORRIS INTERNATIONAL INCORPORATED | $197.62万 | 0.09% | 11,952 | -340 | -2.8% | -$5.62万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS | $198.00万 | 0.09% | 4,857 | 943 | 24.1% | $38.44万 | 加仓 |
| SYLD | CAMBRIA SHAREHOLDER YIELD ETF | $198.21万 | 0.09% | 26,284 | 529 | 2.1% | $3.99万 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $198.87万 | 0.09% | 7,303 | 812 | 12.5% | $22.11万 | 加仓 |
| BINC | iShares Flexible Income Active ETF | $199.12万 | 0.09% | 38,343 | 4,898 | 14.6% | $25.44万 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $199.83万 | 0.09% | 21,775 | -2,009 | -8.4% | -$18.44万 | 减仓 |
| CRM | SALESFORCE INCORPORATED | $202.89万 | 0.10% | 10,869 | -1,566 | -12.6% | -$29.23万 | 减仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $203.73万 | 0.10% | 38,776 | -6,943 | -15.2% | -$36.48万 | 减仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $205.68万 | 0.10% | 19,897 | -2,943 | -12.9% | -$30.42万 | 减仓 |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | $205.98万 | 0.10% | 15,714 | 431 | 2.8% | $5.65万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $206.50万 | 0.10% | 12,548 | 1,128 | 9.9% | $18.56万 | 加仓 |
| IWD | ISHARES TR RUS 1000 VAL ETF | $206.77万 | 0.10% | 9,677 | 614 | 6.8% | $13.12万 | 加仓 |
| ELV | ELEVANCE HEALTH INCORPORATED | $207.03万 | 0.10% | 7,072 | 9 | 0.1% | $2,635 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $207.22万 | 0.10% | 82,559 | 10,543 | 14.6% | $26.46万 | 加仓 |
| EIPI | FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF | $208.11万 | 0.10% | 92,534 | 13,164 | 16.6% | $29.61万 | 加仓 |
| TLTW | ISHARES 20 YEAR TREASURY BOND | $209.02万 | 0.10% | 92,404 | 92,404 | — | $209.02万 | 新建仓 |
| FCX | FREEPORT-MCMORAN INCORPORATED CLASS B | $212.60万 | 0.10% | 36,169 | -3,551 | -8.9% | -$20.87万 | 减仓 |
| WFC | WELLS FARGO COMPANY NEW | $213.70万 | 0.10% | 26,843 | 607 | 2.3% | $4.83万 | 加仓 |
| VBR | VANGUARD SMALL-CAP VALUE ETF | $214.49万 | 0.10% | 9,873 | 2,602 | 35.8% | $56.53万 | 加仓 |
| HDV | ISHARES TR CORE HIGH DV ETF | $214.65万 | 0.10% | 15,815 | -106 | -0.7% | -$1.44万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | $215.47万 | 0.10% | 35,527 | -4,905 | -12.1% | -$29.75万 | 减仓 |
| IEMG | ISHARES INCORPORATED CORE MSCI EMKT | $215.83万 | 0.10% | 30,943 | 7,091 | 29.7% | $49.46万 | 加仓 |
| INTC | INTEL CORPORATION | $216.81万 | 0.10% | 49,130 | -6,383 | -11.5% | -$28.17万 | 减仓 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $217.40万 | 0.10% | 11,334 | -425 | -3.6% | -$8.15万 | 减仓 |
| ASML | ASML HOLDING N V N Y REGISTRY SHS | $217.91万 | 0.10% | 1,650 | 75 | 4.8% | $9.91万 | 加仓 |
| TJX | TJX COMPANIES INCORPORATED NEW | $219.40万 | 0.10% | 13,739 | 1,183 | 9.4% | $18.89万 | 加仓 |