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 |
|---|---|---|---|---|---|---|---|---|
| — | SCHWAB CRYPTO THEMATIC ETF | $61.50万 | 0.03% | 11,831 | 11,831 | — | $61.50万 | 新建仓 |
| — | ELECTRONIC ARTS INCORPORATED | $61.32万 | 0.03% | 3,008 | 406 | 15.6% | $8.28万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INCORPORATED | $60.42万 | 0.03% | 1,353 | 77 | 6.0% | $3.44万 | 加仓 |
| NUE | NUCOR CORPORATION | $60.26万 | 0.03% | 3,563 | -6 | -0.2% | -$1,015 | 减仓 |
| PAYX | PAYCHEX INCORPORATED | $59.97万 | 0.03% | 6,510 | 1,858 | 39.9% | $17.12万 | 加仓 |
| GSK | GSK PLC SPONSORED ADR | $59.68万 | 0.03% | 10,814 | 1,134 | 11.7% | $6.26万 | 加仓 |
| RJF | RAYMOND JAMES FINL INCORPORATED | $59.62万 | 0.03% | 4,118 | 297 | 7.8% | $4.30万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $59.13万 | 0.03% | 765 | 33 | 4.5% | $2.55万 | 加仓 |
| FMAY | FT VEST U.S. EQUITY BUFFER ETF - MAY | $58.91万 | 0.03% | 11,158 | -579 | -4.9% | -$3.06万 | 减仓 |
| IBB | ISHARES TR ISHARES BIOTECH | $57.79万 | 0.03% | 3,423 | 548 | 19.1% | $9.25万 | 加仓 |
| FJAN | FT VEST U.S. EQUITY BUFFER - JANUARY | $57.52万 | 0.03% | 11,410 | 4,174 | 57.7% | $21.04万 | 加仓 |
| TFI | SPDR SERIES TRUST SPDR NUVEEN ICE MUNICIPAL BOND ETF | $57.30万 | 0.03% | 12,637 | -166 | -1.3% | -$7,526 | 减仓 |
| CSX | CSX CORPORATION | $57.23万 | 0.03% | 13,942 | 90 | 0.6% | $3,694 | 加仓 |
| — | NEOS GOLD HIGH INCOME ETF | $56.94万 | 0.03% | 10,012 | 10,012 | — | $56.94万 | 新建仓 |
| VFH | VANGUARD FINANCIALS ETF | $56.87万 | 0.03% | 4,707 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $56.82万 | 0.03% | 24,470 | -7,455 | -23.4% | -$17.31万 | 减仓 |
| STZ | CONSTELLATION BRANDS INCORPORATED CLASS A | $56.68万 | 0.03% | 3,779 | -235 | -5.9% | -$3.52万 | 减仓 |
| EOG | EOG RES INCORPORATED | $56.60万 | 0.03% | 3,915 | 3,915 | — | $56.60万 | 新建仓 |
| SPXC | SPX TECHNOLOGIES INCORPORATED | $56.56万 | 0.03% | 2,829 | 2,829 | — | $56.56万 | 新建仓 |
| IWMI | NEOS RUSSELL 2000 HIGH INCOME ETF | $56.28万 | 0.03% | 11,873 | 11,873 | — | $56.28万 | 新建仓 |
| BUSE | FIRST BUSEY CORP | $56.23万 | 0.03% | 22,252 | 22,252 | — | $56.23万 | 新建仓 |
| MDT | MEDTRONIC PLC SHS | $56.00万 | 0.03% | 6,463 | -12,882 | -66.6% | -$111.62万 | 减仓 |
| IGM | ISHARES TR EXPND TEC SC ETF | $55.63万 | 0.03% | 4,694 | 138 | 3.0% | $1.64万 | 加仓 |
| — | FIRST TRUST BLMRG ARTIF INTEL ETF | $54.81万 | 0.03% | 14,737 | -388 | -2.6% | -$1.44万 | 减仓 |
| CAH | CARDINAL HEALTH INCORPORATED | $53.62万 | 0.03% | 2,537 | 440 | 21.0% | $9.30万 | 加仓 |
| FMDE | Fidelity Enhanced Mid Cap ETF | $53.44万 | 0.03% | 14,861 | 1,301 | 9.6% | $4.68万 | 加仓 |
| MELI | MERCADOLIBRE INCORPORATED | $53.43万 | 0.03% | 309 | 18 | 6.2% | $3.11万 | 加仓 |
| AEM | AGNICO EAGLE MINES LIMITED | $53.12万 | 0.03% | 2,617 | 67 | 2.6% | $1.36万 | 加仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $52.98万 | 0.03% | 2,264 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE INDIA EARNINGS FUND | $52.87万 | 0.03% | 12,958 | 1,290 | 11.1% | $5.26万 | 加仓 |
| YUM | YUM BRANDS INCORPORATED | $52.77万 | 0.03% | 3,394 | -80 | -2.3% | -$1.24万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND COMPANY | $52.72万 | 0.03% | 7,252 | -240 | -3.2% | -$1.74万 | 减仓 |
| TNA | DIREXION DAILY SMALL CAP BULL 3X ETF | $52.54万 | 0.02% | 11,906 | -1,938 | -14.0% | -$8.55万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $52.53万 | 0.02% | 10,932 | 2,771 | 34.0% | $13.31万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INCORPORATED | $52.36万 | 0.02% | 1,722 | -192 | -10.0% | -$5.84万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $52.26万 | 0.02% | 2,646 | 528 | 24.9% | $10.43万 | 加仓 |
| LDUR | PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND | $52.10万 | 0.02% | 5,437 | 5,437 | — | $52.10万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LIMITED SPONSORED ADS | $52.06万 | 0.02% | 4,150 | -249 | -5.7% | -$3.12万 | 减仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET | $51.76万 | 0.02% | 20,260 | 9,164 | 82.6% | $23.41万 | 加仓 |
| AVSF | AVANTIS SHORT-TERM FIXED INCOME ETF | $51.66万 | 0.02% | 11,039 | 11,039 | — | $51.66万 | 新建仓 |
| UFOX | DEFIANCE CONNECTIVE TECHNOLOGIES ETF | $51.35万 | 0.02% | 7,531 | 150 | 2.0% | $1.02万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD VIII FIRST TRUST FLEXIBLE MUNICIPAL HIGH INCOME ETF | $50.88万 | 0.02% | 30,333 | 2,462 | 8.8% | $4.13万 | 加仓 |
| TLN | TALEN ENERGY CORPORATION | $50.73万 | 0.02% | 1,589 | 555 | 53.7% | $17.72万 | 加仓 |
| UDR | UDR INCORPORATED REIT | $50.63万 | 0.02% | 14,987 | 165 | 1.1% | $5,574 | 加仓 |
| EMXC | ISHARES INCORPORATED MSCI EMRG CHN | $50.45万 | 0.02% | 6,414 | 3,429 | 114.9% | $26.97万 | 加仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $50.34万 | 0.02% | 17,535 | 17,535 | — | $50.34万 | 新建仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $50.30万 | 0.02% | 5,946 | 319 | 5.7% | $2.70万 | 加仓 |
| XLC | SPDR COMMUNICATION SERVICES SELECT SECTOR FUND | $50.29万 | 0.02% | 4,537 | 82 | 1.8% | $9,090 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INCORPORATED COM SHS | $50.26万 | 0.02% | 26,591 | 26,591 | — | $50.26万 | 新建仓 |
| ED | CONSOLIDATED EDISON INCORPORATED | $50.14万 | 0.02% | 4,430 | 17 | 0.4% | $1,924 | 加仓 |
| TLH | ISHARES TR 10-20 YR TRS ETF | $50.02万 | 0.02% | 4,966 | -6,115 | -55.2% | -$61.60万 | 减仓 |
| — | GRAYSCALE ETHEREUM TR ET | $49.86万 | 0.02% | 29,212 | -2,795 | -8.7% | -$4.77万 | 减仓 |
| F | FORD MTR COMPANY | $49.84万 | 0.02% | 43,186 | -6,716 | -13.5% | -$7.75万 | 减仓 |
| CAIE | CALAMOS ETF TR AUTOCALLABLE INC | $49.51万 | 0.02% | 19,693 | 19,693 | — | $49.51万 | 新建仓 |
| XSD | SPDR S&P SEMICONDUCTOR ETF | $49.39万 | 0.02% | 1,515 | -22 | -1.4% | -$7,172 | 减仓 |
| — | BITWISE PROFICIO CURRENCY DEBASEMENT ETF | $49.08万 | 0.02% | 21,830 | 21,830 | — | $49.08万 | 新建仓 |
| SPSB | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $49.06万 | 0.02% | 16,315 | -1,459 | -8.2% | -$4.39万 | 减仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $48.57万 | 0.02% | 1,353 | 1 | 0.1% | $359 | 加仓 |
| TSCO | TRACTOR SUPPLY COMPANY | $47.80万 | 0.02% | 10,551 | 746 | 7.6% | $3.38万 | 加仓 |
| — | PACER US CASH COWS GROWTH ETF | $47.61万 | 0.02% | 8,806 | 8,806 | — | $47.61万 | 新建仓 |
| ESGU | ISHARES TR ESG AWR MSCI USA | $47.46万 | 0.02% | 3,356 | -162 | -4.6% | -$2.29万 | 减仓 |
| GWW | GRAINGER W W INCORPORATED | $47.45万 | 0.02% | 435 | 7 | 1.6% | $7,636 | 加仓 |
| AKRE | PROFESSIONALLY MANAGED PORTFOLIOS AKRE FOCUS ETF | $47.39万 | 0.02% | 8,966 | 8,966 | — | $47.39万 | 新建仓 |
| ALAB | ASTERA LABS INCORPORATED | $47.13万 | 0.02% | 4,300 | 976 | 29.4% | $10.70万 | 加仓 |
| VPU | VANGUARD UTILITIES ETF | $46.92万 | 0.02% | 2,368 | 108 | 4.8% | $2.14万 | 加仓 |
| MBB | ISHARES TR MBS ETF | $46.71万 | 0.02% | 4,919 | 1,045 | 27.0% | $9.92万 | 加仓 |
| — | GLOBAL X MSCI SUPERDIVIDEND EAFE ETF | $46.55万 | 0.02% | 21,972 | 21,972 | — | $46.55万 | 新建仓 |
| OUNZ | VANECK MERK GOLD ETF | $46.38万 | 0.02% | 10,295 | 452 | 4.6% | $2.04万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $46.22万 | 0.02% | 9,264 | 3,624 | 64.3% | $18.08万 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $45.82万 | 0.02% | 11,977 | 698 | 6.2% | $2.67万 | 加仓 |
| IGV | ISHARES TR EXPANDED TECH | $45.74万 | 0.02% | 5,714 | 3,481 | 155.9% | $27.87万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INCORPORATED | $45.58万 | 0.02% | 4,091 | -30 | -0.7% | -$3,342 | 减仓 |
| IJK | ISHARES S&P MID CAP 400 GRWTH ETF | $45.50万 | 0.02% | 4,522 | -317 | -6.6% | -$3.19万 | 减仓 |
| SPXL | DIREXION DAILY S&P 500 BULL 3X ETF | $45.30万 | 0.02% | 2,450 | -345 | -12.3% | -$6.38万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INCORPORATED N C CLASS A | $45.23万 | 0.02% | 240 | -2 | -0.8% | -$3,769 | 减仓 |
| MAR | MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A | $45.20万 | 0.02% | 1,382 | 57 | 4.3% | $1.86万 | 加仓 |
| — | BRANDYWINEGLOBAL-U.S. FIXED INCOME ETF | $44.77万 | 0.02% | 18,164 | 18,164 | — | $44.77万 | 新建仓 |
| QTUM | DEFIANCE QUANTUM ETF | $44.69万 | 0.02% | 4,165 | 96 | 2.4% | $1.03万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INCORPORATED | $44.64万 | 0.02% | 2,183 | -3,283 | -60.1% | -$67.14万 | 减仓 |
| WULF | TERAWULF INC COMMON STOCK | $44.50万 | 0.02% | 30,837 | -21,352 | -40.9% | -$30.81万 | 减仓 |
| CGAU | CENTERRA GOLD INC F | $44.49万 | 0.02% | 25,009 | 25,009 | — | $44.49万 | 新建仓 |
| FTA | FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | $44.45万 | 0.02% | 4,813 | 4,813 | — | $44.45万 | 新建仓 |
| AIQ | GLOBAL X ARTIFICIAL iNTELLIGENCE & TECHNOLOGY | $44.30万 | 0.02% | 9,492 | -428 | -4.3% | -$2.00万 | 减仓 |
| IUSV | ISHARES TR CORE S&P US VLU | $44.11万 | 0.02% | 4,314 | -2,626 | -37.8% | -$26.85万 | 减仓 |
| FOCT | FT Vest US Equity Buffer ETF October | $44.02万 | 0.02% | 9,233 | -62 | -0.7% | -$2,956 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $43.83万 | 0.02% | 1,593 | 56 | 3.6% | $1.54万 | 加仓 |
| ARCC | ARES CAPITAL CORPORATION | $43.83万 | 0.02% | 24,320 | -2,021 | -7.7% | -$3.64万 | 减仓 |
| OKLO | OKLO INCORPORATED COM CLASS A | $43.55万 | 0.02% | 8,782 | 1,101 | 14.3% | $5.46万 | 加仓 |
| GMAY | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY | $43.08万 | 0.02% | 10,491 | -6,090 | -36.7% | -$25.01万 | 减仓 |
| RKLB | ROCKET LAB CORPORATION | $42.48万 | 0.02% | 6,615 | 6,615 | — | $42.48万 | 新建仓 |
| — | FT VEST INTRNL EQT MDRT BFR ETF | $42.37万 | 0.02% | 16,455 | 0 | 0.0% | — | 不变 |
| — | LEUTHOLD SELECT INDUSTRIES ETF | $42.06万 | 0.02% | 10,397 | 10,397 | — | $42.06万 | 新建仓 |
| GSY | INVESCO ULTRA SHORT DURATION ETF | $41.68万 | 0.02% | 8,316 | 8,316 | — | $41.68万 | 新建仓 |
| PFF | ISHARES TR PFD AND INCM SEC | $41.55万 | 0.02% | 13,704 | 130 | 1.0% | $3,942 | 加仓 |
| HOOD | ROBINHOOD MKTS INCORPORATED COM CLASS A | $41.41万 | 0.02% | 5,975 | 2,353 | 65.0% | $16.31万 | 加仓 |
| JAJL | INNOVATOR EQUITY DEFINED PROTECTION ETF 6 MO JAN/JUL | $41.24万 | 0.02% | 14,186 | 0 | 0.0% | — | 不变 |
| BUYW | MAIN BUYWRITE ETF | $41.22万 | 0.02% | 29,276 | -1,416 | -4.6% | -$1.99万 | 减仓 |
| MAGS | LISTED FUNDS TRUST ROUNDHILL MAGNIFICENT SEVEN ETF | $41.10万 | 0.02% | 7,094 | 199 | 2.9% | $1.15万 | 加仓 |
| PHM | PULTE GROUP INCORPORATED | $41.02万 | 0.02% | 3,488 | 48 | 1.4% | $5,645 | 加仓 |
| LULU | LULULEMON ATHLETICA INCORPORATED | $40.98万 | 0.02% | 2,677 | 290 | 12.1% | $4.44万 | 加仓 |