13F 机构持仓

KINGSWOOD WEALTH ADVISORS, LLC

SAN DIEGO CA · SEC CIK 0001987855

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$24.80亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.7%
SPY 2.6%
NVDA 2.5%
QQQ 2.3%
VTV 1.8%
MSFT 1.7%
AMZN 1.5%
VOO 1.4%
SPYM 1.3%
AVGO 1.2%

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
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF $00.00%0 -32,780-100.0% -$248.64万 清仓
JCPB JPMORGAN CORE PLUS BOND ETF $00.00%0 -37,404-100.0% -$177.11万 清仓
TER TERADYNE INCORPORATED $00.00%0 —— — 申报中断
AZN ASTRAZENECA PLC SPONSORED ADR $00.00%0 -4,512-100.0% -$82.96万 清仓
— PUBLIX SUPER MKTS INCORPORATED $00.00%0 -38,874-100.0% -$79.30万 清仓
JBBB JANUS DETROIT STR TR HENDERSON B BBB CLO ETF $00.00%0 -14,817-100.0% -$70.68万 清仓
NSRGY NESTLE S A SPONSORED ADR $00.00%0 -5,669-100.0% -$56.00万 清仓
ARTY ISHARES TR FUTURE AI & TECH $00.00%0 —— — 申报中断
— LUCKIN COFFEE INCORPORATED SPONSORED ADS $00.00%0 -14,937-100.0% -$50.04万 清仓
MKSI MKS INSTRS INCORPORATED $00.00%0 -2,779-100.0% -$44.41万 清仓
SIEGY SIEMENS A G SPONSORED ADR $00.00%0 -3,139-100.0% -$44.01万 清仓
TOTL SSGA ACTIVE ETF TR SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF $00.00%0 -10,800-100.0% -$43.47万 清仓
— UNICREDIT SPA UNSPONSORD ADR $00.00%0 -9,680-100.0% -$40.31万 清仓
— STRATEGIC DATA CTR FD LLC CL A $00.00%0 -40,000-100.0% -$40.00万 清仓
SMCI SUPER MICRO COMPUTER INCORPORATED COM NEW $00.00%0 -12,826-100.0% -$37.54万 清仓
— AIRBUS SE UNSPONSORED ADR $00.00%0 -6,417-100.0% -$37.38万 清仓
HAS HASBRO INCORPORATED $00.00%0 -4,539-100.0% -$37.22万 清仓
— ROLLS ROYCE HOLDINGS PLC SPONSORED ADR $00.00%0 -23,705-100.0% -$36.67万 清仓
— TENCENT HOLDINGS LIMITED UNSPON ADR $00.00%0 -4,764-100.0% -$36.63万 清仓
— ESSILOR LUXOTTICA UNSPONSORED ADR $00.00%0 -2,250-100.0% -$35.66万 清仓
COWG PACER FDS TR US LARGE CAP CASH COWS $00.00%0 -9,790-100.0% -$34.47万 清仓
TRFK PACER DATA AND DIGITAL RVLTN ETF $00.00%0 —— — 申报中断
USHY ISHARES TR BROAD USD HIGH $00.00%0 -8,759-100.0% -$32.75万 清仓
— FIDELITY ETHEREUM FUND IV $00.00%0 -11,030-100.0% -$32.66万 清仓
TIGO MILLICOM INTERNATIONAL CELLULAR S A COM STK $00.00%0 —— — 申报中断
RDDT REDDIT INCORPORATED CLASS A $00.00%0 —— — 申报中断
SGML SIGMA LITHIUM CORP COM $00.00%0 -23,750-100.0% -$31.33万 清仓
— DSV AS UNSPONSORED ADR $00.00%0 -2,390-100.0% -$30.35万 清仓
S SENTINELONE INCORPORATED CLASS A $00.00%0 -19,900-100.0% -$29.85万 清仓
— DIREXION DLY FTSE CHNA BUL 3X ETF $00.00%0 -6,906-100.0% -$29.41万 清仓
DKNG DRAFTKINGS INCORPORATED NEW COM CLASS A $00.00%0 -8,500-100.0% -$29.29万 清仓
VNOM VIPER ENERGY INCORPORATED CLASS A $00.00%0 -7,536-100.0% -$29.11万 清仓
ABBNY ABB LIMITED SPONSORED ADR $00.00%0 -3,791-100.0% -$28.29万 清仓
SAFRY SAFRAN SPON ADR $00.00%0 -3,218-100.0% -$28.10万 清仓
PFEB INNOVATOR US EQUITY POWER BUFFER ETF $00.00%0 -6,810-100.0% -$27.73万 清仓
ARM ARM HOLDINGS PLC SPONSORED ADS $00.00%0 —— — 申报中断
SRE SEMPRA $00.00%0 -3,072-100.0% -$27.13万 清仓
DBSDY DBS GROUP HOLDINGS LIMITED SPONSORED ADR $00.00%0 -1,536-100.0% -$26.93万 清仓
FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE $00.00%0 -4,604-100.0% -$26.27万 清仓
— AIA GROUP LIMITED SPONSORED ADR $00.00%0 -6,281-100.0% -$25.79万 清仓
XYZ BLOCK INCORPORATED CLASS A $00.00%0 -3,892-100.0% -$25.33万 清仓
DB DEUTSCHE BANK A G NAMEN AKT $00.00%0 —— — 申报中断
NDAQ NASDAQ INCORPORATED $00.00%0 -2,584-100.0% -$25.10万 清仓
— BAE SYSTEMS PLC SPONSORED ADR $00.00%0 -2,707-100.0% -$24.96万 清仓
BITB BITWISE BITCOIN ETF COMMON SHARES OF BENEFICIAL INTEREST $00.00%0 -5,186-100.0% -$24.66万 清仓
PYPL PAYPAL HLDGS INCORPORATED $00.00%0 -4,223-100.0% -$24.65万 清仓
SWK STANLEY BLACK & DECKER INCORPORATED $00.00%0 -3,298-100.0% -$24.50万 清仓
JPEF JPMORGAN EQUITY FOCUS ETF $00.00%0 —— — 申报中断
ALNY ALNYLAM PHARMACEUTICALS INCORPORATED $00.00%0 -574-100.0% -$22.83万 清仓
CGMS CAPITAL GROUP FXD INCOME ETF U S MULTI-SECTOR INCOME ETF $00.00%0 -8,255-100.0% -$22.80万 清仓
AVAV AEROVIRONMENT INCORPORATED $00.00%0 -938-100.0% -$22.69万 清仓
MDB MONGODB INC CLASS A $00.00%0 -524-100.0% -$21.99万 清仓
KVUE KENVUE INCORPORATED $00.00%0 -12,714-100.0% -$21.93万 清仓
BDX BECTON DICKINSON & COMPANY $00.00%0 -1,123-100.0% -$21.79万 清仓
AI C3 AI INCORPORATED CLASS A $00.00%0 -16,078-100.0% -$21.67万 清仓
GPN GLOBAL PMTS INCORPORATED $00.00%0 -2,795-100.0% -$21.63万 清仓
CMG CHIPOTLE MEXICAN GRILL INCORPORATED $00.00%0 -5,806-100.0% -$21.48万 清仓
STE STERIS PLC SHS USD $00.00%0 -844-100.0% -$21.40万 清仓
— HERMES INTERNATIONAL SA ADR $00.00%0 -851-100.0% -$21.21万 清仓
AWK AMERICAN WTR WKS COMPANY INCORPORATED NEW $00.00%0 —— — 申报中断
— TIDAL TRUST III VISTASHARES ELECTRIFICATION SUPERCYCLE ETF $00.00%0 -10,700-100.0% -$21.05万 清仓
MRSH MARSH & MCLENNAN COMPANIES INCORPORATED $00.00%0 -1,126-100.0% -$20.89万 清仓
— PINNACLE FINL PARTNERS INCORPORATED $00.00%0 -2,187-100.0% -$20.86万 清仓
LNC LINCOLN NATL CORPORATION IND $00.00%0 -4,680-100.0% -$20.84万 清仓
CGXU CAPITAL GROUP INTL FOCUS SHS CREATION UNIT $00.00%0 -7,015-100.0% -$20.73万 清仓
— LVMH MOET HENNESSY LOU VUITTON ADR $00.00%0 -1,361-100.0% -$20.62万 清仓
ZBH ZIMMER BIOMET HOLDINGS INCORPORATED $00.00%0 -2,290-100.0% -$20.59万 清仓
PGR PROGRESSIVE CORPORATION $00.00%0 -903-100.0% -$20.57万 清仓
FXO FIRST TRUST FINANCIALS ALPHADEX FUND $00.00%0 —— — 申报中断
ESGV VANGUARD ESG US STOCK ETF $00.00%0 -1,677-100.0% -$20.28万 清仓
RIO RIO TINTO PLC SPONSORED ADR $00.00%0 -2,522-100.0% -$20.18万 清仓
IBN ICICI BANK LIMITED ADR $00.00%0 -6,740-100.0% -$20.09万 清仓
— SOCIETE GENERALE FRANCE SPONSORED ADR $00.00%0 -10,618-100.0% -$17.14万 清仓
JOBY JOBY AVIATION INC COMMON STOCK $00.00%0 —— — 申报中断
ACHR ARCHER AVIATION INCORPORATED COM CLASS A $00.00%0 -22,066-100.0% -$16.59万 清仓
— DAIKIN INDUSTRIES LIMITED UNSPONSORED ADS $00.00%0 —— — 申报中断
— DIGITALBRIDGE GROUP INCORPORATED CLASS A NEW $00.00%0 -10,041-100.0% -$15.40万 清仓
GENI GENIUS SPORTS LIMITED SHARES CLASS A $00.00%0 -13,848-100.0% -$15.26万 清仓
VALE VALE S A SPONSORED ADS $00.00%0 -10,593-100.0% -$13.80万 清仓
— ATAI LIFE SCIENCES NV SHS $00.00%0 -30,000-100.0% -$12.27万 清仓
SG SWEETGREEN INCORPORATED COM CLASS A $00.00%0 -17,202-100.0% -$11.63万 清仓
— RENAULT S A UNSPONSORED ADR $00.00%0 -11,856-100.0% -$9.86万 清仓
SNAP SNAP INCORPORATED CLASS A $00.00%0 -10,995-100.0% -$8.87万 清仓
MPT MEDICAL PPTYS TRUST INCORPORATED REIT $00.00%0 -15,248-100.0% -$7.62万 清仓
— CIM REAL ESTATE FIN TR INCORPORATED REIT $00.00%0 —— — 申报中断
BTG B2GOLD CORPORATION $00.00%0 -14,493-100.0% -$6.54万 清仓
— XTRACT ONE TECHNOLOGIES INCORPORATED $00.00%0 —— — 申报中断
— PACIFIC OAK STRATEGIC OPPORTUNITY REIT INC COMMON SHARES $00.00%0 —— — 申报中断
— AMERICAN RARE EARTHS LIMITED SHS $00.00%0 -100,000-100.0% -$2.30万 清仓
— VAXART INCORPORATED COM NEW $00.00%0 —— — 申报中断
— SORRENTO THERAPEUTICS INCORPORATED COM NEW $00.00%0 -25,650-100.0% -$67 清仓
— INTEGRATED BUSINESS SYS $00.00%0 -22,400-100.0% -$2 清仓
— PRINCIPAL SOLAR INC $00.00%0 -22,220-100.0% — 清仓
AMC AMC ENTERTAINMENT HLDGS INCORPORATED CLASS A NEW $1.09万0.00%11,148 11,148— $1.09万 新建仓
— AMERICAN BITCOIN CORP CLASS A $1.11万0.00%11,955 11,955— $1.11万 新建仓
— BUZZFEED INC CLASS A $1.22万0.00%20,000 20,000— $1.22万 新建仓
HYLN HYLIION HLDGS CORP CLASS A $1.89万0.00%10,750 00.0% — 不变
— CREATIVE MEDIA & COMMUNITY TRUST CORPORATION COMMON STOCK $2.52万0.00%40,983 40,983— $2.52万 新建仓
— CLEAR CHANNEL OUTDOOR HL $3.20万0.00%13,509 13,509— $3.20万 新建仓
— ATYR PHARMA INCORPORATED COM NEW $4.06万0.00%52,000 00.0% — 不变