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 |
|---|---|---|---|---|---|---|---|---|
| — | DIGITALBRIDGE GROUP INCORPORATED CLASS A NEW | $0 | 0.00% | 0 | -10,041 | -100.0% | -$15.40万 | 清仓 |
| GENI | GENIUS SPORTS LIMITED SHARES CLASS A | $0 | 0.00% | 0 | -13,848 | -100.0% | -$15.26万 | 清仓 |
| VALE | VALE S A SPONSORED ADS | $0 | 0.00% | 0 | -10,593 | -100.0% | -$13.80万 | 清仓 |
| — | ATAI LIFE SCIENCES NV SHS | $0 | 0.00% | 0 | -30,000 | -100.0% | -$12.27万 | 清仓 |
| SG | SWEETGREEN INCORPORATED COM CLASS A | $0 | 0.00% | 0 | -17,202 | -100.0% | -$11.63万 | 清仓 |
| — | RENAULT S A UNSPONSORED ADR | $0 | 0.00% | 0 | -11,856 | -100.0% | -$9.86万 | 清仓 |
| SNAP | SNAP INCORPORATED CLASS A | $0 | 0.00% | 0 | -10,995 | -100.0% | -$8.87万 | 清仓 |
| MPT | MEDICAL PPTYS TRUST INCORPORATED REIT | $0 | 0.00% | 0 | -15,248 | -100.0% | -$7.62万 | 清仓 |
| — | CIM REAL ESTATE FIN TR INCORPORATED REIT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BTG | B2GOLD CORPORATION | $0 | 0.00% | 0 | -14,493 | -100.0% | -$6.54万 | 清仓 |
| — | XTRACT ONE TECHNOLOGIES INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PACIFIC OAK STRATEGIC OPPORTUNITY REIT INC COMMON SHARES | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AMERICAN RARE EARTHS LIMITED SHS | $0 | 0.00% | 0 | -100,000 | -100.0% | -$2.30万 | 清仓 |
| — | VAXART INCORPORATED COM NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SORRENTO THERAPEUTICS INCORPORATED COM NEW | $0 | 0.00% | 0 | -25,650 | -100.0% | -$67 | 清仓 |
| — | INTEGRATED BUSINESS SYS | $0 | 0.00% | 0 | -22,400 | -100.0% | -$2 | 清仓 |
| — | PRINCIPAL SOLAR INC | $0 | 0.00% | 0 | -22,220 | -100.0% | — | 清仓 |