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 |
|---|---|---|---|---|---|---|---|---|
| APD | AIR PRODUCTS & CHEMICALS INCORPORATED | $481.75万 | 0.23% | 16,584 | -253 | -1.5% | -$7.35万 | 减仓 |
| FTSM | FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT | $481.26万 | 0.23% | 80,505 | 80,505 | — | $481.26万 | 新建仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $478.92万 | 0.23% | 12,491 | 244 | 2.0% | $9.36万 | 加仓 |
| EFG | ISHARES TR EAFE GRWTH ETF | $475.45万 | 0.23% | 42,691 | 7,683 | 21.9% | $85.57万 | 加仓 |
| IYJ | ISHARES TR US INDUSTRIALS | $465.76万 | 0.22% | 31,569 | 6,534 | 26.1% | $96.40万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $460.01万 | 0.22% | 59,657 | 4,237 | 7.6% | $32.67万 | 加仓 |
| PG | PROCTER AND GAMBLE COMPANY | $459.12万 | 0.22% | 31,786 | -279 | -0.9% | -$4.03万 | 减仓 |
| ORCL | ORACLE CORPORATION | $454.53万 | 0.22% | 30,897 | 1,377 | 4.7% | $20.26万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC CLASS A SHARES REPRESENTING LIMITED LIABILITY CMPNY INTRST | $453.88万 | 0.22% | 65,732 | 51,286 | 355.0% | $354.13万 | 加仓 |
| DUK | DUKE ENERGY CORPORATION NEW COM NEW | $452.03万 | 0.21% | 34,522 | 388 | 1.1% | $5.08万 | 加仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $451.57万 | 0.21% | 50,550 | -382 | -0.8% | -$3.41万 | 减仓 |
| TXN | TEXAS INSTRS INCORPORATED | $446.83万 | 0.21% | 23,016 | -618 | -2.6% | -$12.00万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $440.88万 | 0.21% | 142,402 | -3,127 | -2.1% | -$9.68万 | 减仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $439.83万 | 0.21% | 56,687 | -2,096 | -3.6% | -$16.26万 | 减仓 |
| MCD | MCDONALDS CORPORATION | $430.62万 | 0.20% | 13,856 | -342 | -2.4% | -$10.63万 | 减仓 |
| GD | GENERAL DYNAMICS CORPORATION | $429.20万 | 0.20% | 12,505 | 259 | 2.1% | $8.89万 | 加仓 |
| MUB | ISHARES TR NATIONAL MUN ETF | $425.26万 | 0.20% | 40,062 | 822 | 2.1% | $8.73万 | 加仓 |
| ADI | ANALOG DEVICES INCORPORATED | $422.65万 | 0.20% | 13,285 | 1,257 | 10.5% | $39.99万 | 加仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $421.65万 | 0.20% | 62,439 | -6,465 | -9.4% | -$43.66万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $417.95万 | 0.20% | 10,029 | -356 | -3.4% | -$14.84万 | 减仓 |
| CIBR | FIRST TRUST NASDAQ CEA CYBERSECURITY ETF | $416.38万 | 0.20% | 66,430 | -4,037 | -5.7% | -$25.30万 | 减仓 |
| SCHV | SCHWAB US LARGE CAP VALUE ETF | $415.84万 | 0.20% | 136,341 | 3,095 | 2.3% | $9.44万 | 加仓 |
| XLK | SPDR TECHNOLOGY SELECT SECTOR FUND | $413.57万 | 0.20% | 31,119 | 885 | 2.9% | $11.76万 | 加仓 |
| GEV | GE VERNOVA INCORPORATED | $408.61万 | 0.19% | 4,681 | -494 | -9.5% | -$43.12万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US ETF | $407.05万 | 0.19% | 54,201 | -724 | -1.3% | -$5.44万 | 减仓 |
| IMCG | ISHARES TR MRGSTR MD CP GRW | $406.55万 | 0.19% | 51,612 | 686 | 1.3% | $5.40万 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $388.41万 | 0.18% | 34,646 | -16,300 | -32.0% | -$182.74万 | 减仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $386.56万 | 0.18% | 65,440 | -85,359 | -56.6% | -$504.22万 | 减仓 |
| VAW | VANGUARD MATERIALS ETF | $384.34万 | 0.18% | 17,056 | 17,056 | — | $384.34万 | 新建仓 |
| AMAT | APPLIED MATLS INCORPORATED | $384.30万 | 0.18% | 11,244 | 1,372 | 13.9% | $46.89万 | 加仓 |
| MRK | MERCK & COMPANY INCORPORATED | $374.98万 | 0.18% | 31,173 | -790 | -2.5% | -$9.50万 | 减仓 |
| IJR | ISHARES TR CORE S&P SCP ETF | $374.62万 | 0.18% | 30,136 | -4 | -0.0% | -$497 | 减仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF | $372.79万 | 0.18% | 112,218 | -60,770 | -35.1% | -$201.88万 | 减仓 |
| LNG | CHENIERE ENERGY INCORPORATED COM NEW | $367.21万 | 0.17% | 12,941 | 412 | 3.3% | $11.69万 | 加仓 |
| — | HONEYWELL INTERNATIONAL INCORPORATED | $365.66万 | 0.17% | 16,178 | -210 | -1.3% | -$4.75万 | 减仓 |
| PLD | PROLOGIS INCORPORATED. REIT | $363.52万 | 0.17% | 27,502 | 87 | 0.3% | $1.15万 | 加仓 |
| SPYG | SPDR PORTFOLIO S&P 500 GROWTH ETF | $361.76万 | 0.17% | 36,948 | -1,401 | -3.7% | -$13.72万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS A | $359.07万 | 0.17% | 5 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST WORLD EX U S CORE EQUITY 2 ETF | $358.65万 | 0.17% | 105,578 | 13,613 | 14.8% | $46.24万 | 加仓 |
| SLYG | SPDR S&P 600 SMALL CAP GROWTH ETF | $358.63万 | 0.17% | 37,118 | 3,815 | 11.5% | $36.86万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $356.45万 | 0.17% | 25,770 | -98 | -0.4% | -$1.36万 | 减仓 |
| — | 2X BITCOIN STRATEGY ETF | $355.29万 | 0.17% | 241,039 | 6,704 | 2.9% | $9.88万 | 加仓 |
| IVW | ISHARES TR S&P 500 GRWT ETF | $355.16万 | 0.17% | 31,400 | -10,524 | -25.1% | -$119.04万 | 减仓 |
| — | FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF | $355.11万 | 0.17% | 61,476 | 542 | 0.9% | $3.13万 | 加仓 |
| MA | MASTERCARD INCORPORATED CLASS A | $354.97万 | 0.17% | 7,104 | -321 | -4.3% | -$16.04万 | 减仓 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $353.07万 | 0.17% | 32,164 | 11,367 | 54.7% | $124.78万 | 加仓 |
| MDYG | SPDR S&P 400 MID CAP GROWTH ETF | $351.06万 | 0.17% | 36,584 | 3,046 | 9.1% | $29.23万 | 加仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT | $338.92万 | 0.16% | 101,565 | -2,316 | -2.2% | -$7.73万 | 减仓 |
| — | FEDERATED HERMES MDT MARKET NEUTRAL ETF | $336.98万 | 0.16% | 129,812 | 129,812 | — | $336.98万 | 新建仓 |
| XLY | SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND | $335.94万 | 0.16% | 30,826 | -17,637 | -36.4% | -$192.21万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $334.92万 | 0.16% | 7,717 | -1,036 | -11.8% | -$44.96万 | 减仓 |
| SNDK | SANDISK CORPORATION | $329.30万 | 0.16% | 5,183 | 5,183 | — | $329.30万 | 新建仓 |
| USFR | WISDOMTREE TRUST WISDOMTREE FLOATING RATE TREASURY FUND | $328.38万 | 0.16% | 65,233 | 27,808 | 74.3% | $139.99万 | 加仓 |
| CME | CME GROUP INCORPORATED | $323.26万 | 0.15% | 10,945 | -245 | -2.2% | -$7.24万 | 减仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $321.40万 | 0.15% | 64,929 | -7,406 | -10.2% | -$36.66万 | 减仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $317.19万 | 0.15% | 64,826 | 19,305 | 42.4% | $94.46万 | 加仓 |
| MPC | MARATHON PETE CORPORATION | $315.43万 | 0.15% | 12,918 | -149 | -1.1% | -$3.64万 | 减仓 |
| IGIB | ISHARES TR ISHS 5-10YR INVT | $313.45万 | 0.15% | 58,897 | 9,459 | 19.1% | $50.34万 | 加仓 |
| NFLT | VIRTUS NEWFLEET MULTI-SECTOR UNCONSTRAINED BOND ETF | $312.59万 | 0.15% | 137,404 | 137,404 | — | $312.59万 | 新建仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $308.59万 | 0.15% | 13,740 | -2,533 | -15.6% | -$56.89万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $307.34万 | 0.15% | 10,830 | -563 | -4.9% | -$15.98万 | 减仓 |
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $305.66万 | 0.15% | 44,871 | -45,528 | -50.4% | -$310.13万 | 减仓 |
| — | RANGE GLOBAL COAL INDEX ETF | $305.40万 | 0.14% | 111,296 | 111,296 | — | $305.40万 | 新建仓 |
| BE | BLOOM ENERGY CORPORATION COM CLASS A | $300.14万 | 0.14% | 22,152 | 22,152 | — | $300.14万 | 新建仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $298.07万 | 0.14% | 12,544 | -2,992 | -19.3% | -$71.10万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $297.12万 | 0.14% | 35,906 | 31,239 | 669.4% | $258.50万 | 加仓 |
| SPSM | SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $294.92万 | 0.14% | 61,307 | 4,543 | 8.0% | $21.85万 | 加仓 |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETF | $294.77万 | 0.14% | 62,838 | -31,016 | -33.0% | -$145.50万 | 减仓 |
| SDIV | GLOBAL X SUPERDIVIDEND ETF | $294.38万 | 0.14% | 116,541 | 23,562 | 25.3% | $59.52万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $293.49万 | 0.14% | 15,292 | 2,411 | 18.7% | $46.27万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $291.87万 | 0.14% | 26,609 | -401 | -1.5% | -$4.40万 | 减仓 |
| — | DIMENSIONAL ETF TR DIMENSIONAL US SMALL CAP VALUE | $288.43万 | 0.14% | 82,315 | 12,840 | 18.5% | $44.99万 | 加仓 |
| SKYY | FIRST TRUST ISE CLOUD COMPUTING INDEX FUND | $287.75万 | 0.14% | 26,312 | -507 | -1.9% | -$5.54万 | 减仓 |
| HEEM | ISHARES INCORPORATED CUR HD MSCI EM | $286.98万 | 0.14% | 77,731 | 77,731 | — | $286.98万 | 新建仓 |
| JIVE | JPMORGAN INTL VALUE ETF | $285.98万 | 0.14% | 33,393 | 33,393 | — | $285.98万 | 新建仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $283.76万 | 0.13% | 55,858 | 13,463 | 31.8% | $68.39万 | 加仓 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $283.15万 | 0.13% | 11,417 | -850 | -6.9% | -$21.08万 | 减仓 |
| MNA | NYLI Merger Arbitrage ETF | $280.38万 | 0.13% | 77,133 | -34,860 | -31.1% | -$126.72万 | 减仓 |
| QCOM | QUALCOMM INCORPORATED | $277.64万 | 0.13% | 21,560 | -2,097 | -8.9% | -$27.00万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $273.48万 | 0.13% | 7,443 | 3,891 | 109.5% | $142.97万 | 加仓 |
| — | FEDERATED HERMES ENHANCED INCOME ETF | $266.92万 | 0.13% | 49,780 | 49,780 | — | $266.92万 | 新建仓 |
| COP | CONOCOPHILLIPS | $266.83万 | 0.13% | 20,214 | 4,546 | 29.0% | $60.01万 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $265.61万 | 0.13% | 25,055 | -1,725 | -6.4% | -$18.29万 | 减仓 |
| CB | CHUBB LIMITED | $263.16万 | 0.12% | 8,074 | -221 | -2.7% | -$7.20万 | 减仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $261.13万 | 0.12% | 29,620 | 5,592 | 23.3% | $49.30万 | 加仓 |
| WM | WASTE MGMT INCORPORATED DEL | $260.61万 | 0.12% | 11,341 | 479 | 4.4% | $11.01万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $260.35万 | 0.12% | 6,646 | 406 | 6.5% | $15.90万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $257.57万 | 0.12% | 13,977 | 784 | 5.9% | $14.45万 | 加仓 |
| UPS | UNITED PARCEL SERVICE INCORPORATED CLASS B | $256.71万 | 0.12% | 26,094 | 1,109 | 4.4% | $10.91万 | 加仓 |
| AOR | ISHARES TR CORE 60/40 BALAN | $255.73万 | 0.12% | 39,741 | 1,901 | 5.0% | $12.23万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INCORPORATED REIT | $253.96万 | 0.12% | 20,796 | -655 | -3.1% | -$8.00万 | 减仓 |
| PFM | INVESCO DIVIDEND ACHIEVERS ETF | $250.11万 | 0.12% | 48,953 | 2,719 | 5.9% | $13.89万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $249.55万 | 0.12% | 7,230 | -208 | -2.8% | -$7.18万 | 减仓 |
| ESS | ESSEX PROPERTY TR INCORPORATED REIT | $248.56万 | 0.12% | 10,271 | -131 | -1.3% | -$3.17万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U S STOCK MARKET ETF | $248.49万 | 0.12% | 17,447 | 2,162 | 14.1% | $30.79万 | 加仓 |
| LOW | LOWES COMPANIES INCORPORATED | $248.37万 | 0.12% | 10,512 | 422 | 4.2% | $9.97万 | 加仓 |
| SLV | ISHARES SILVER TR ISHARES | $248.23万 | 0.12% | 36,429 | -1,766 | -4.6% | -$12.03万 | 减仓 |
| CWB | SPDR BLOOMBERG CONVERTIBLE SECURITIES ET | $247.55万 | 0.12% | 27,049 | 13,501 | 99.7% | $123.56万 | 加仓 |
| SLYV | SPDR S&P 600 SMALL CAP VALUE ETF | $242.84万 | 0.12% | 25,676 | 77 | 0.3% | $7,283 | 加仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $242.82万 | 0.12% | 26,822 | 4,602 | 20.7% | $41.66万 | 加仓 |