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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | $7,829.08万 | 3.72% | 308,487 | -3,372 | -1.1% | -$85.58万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $5,394.75万 | 2.56% | 82,956 | -4,336 | -5.0% | -$281.98万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,224.16万 | 2.48% | 299,550 | -9,560 | -3.1% | -$166.73万 | 减仓 |
| QQQ | INVESCO QQQ TR | $4,826.59万 | 2.29% | 83,624 | 8,945 | 12.0% | $516.29万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $3,690.55万 | 1.75% | 188,101 | -10,118 | -5.1% | -$198.52万 | 减仓 |
| MSFT | MICROSOFT CORPORATION | $3,566.76万 | 1.69% | 96,356 | 3,181 | 3.4% | $117.75万 | 加仓 |
| AMZN | AMAZON COM INCORPORATED | $3,263.51万 | 1.55% | 156,696 | 2,224 | 1.4% | $46.32万 | 加仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $2,933.12万 | 1.39% | 49,086 | -103 | -0.2% | -$6.15万 | 减仓 |
| SPYM | SPDR PORTFOLIO S&P 500 ETF | $2,716.73万 | 1.29% | 355,476 | -7,404 | -2.0% | -$56.59万 | 减仓 |
| AVGO | BROADCOM INCORPORATED | $2,445.98万 | 1.16% | 79,027 | -613 | -0.8% | -$18.97万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $2,434.09万 | 1.16% | 835,595 | -176,800 | -17.5% | -$515.02万 | 减仓 |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $2,364.50万 | 1.12% | 517,962 | -6,217 | -1.2% | -$28.38万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $2,086.93万 | 0.99% | 65,052 | 5,869 | 9.9% | $188.28万 | 加仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $2,069.44万 | 0.98% | 71,966 | 1,659 | 2.4% | $47.71万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $2,052.98万 | 0.97% | 95,461 | 4,333 | 4.8% | $93.19万 | 加仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $1,814.10万 | 0.86% | 27,772 | 2,010 | 7.8% | $131.30万 | 加仓 |
| JPM | JPMORGAN CHASE & COMPANY. | $1,774.44万 | 0.84% | 60,322 | -932 | -1.5% | -$27.42万 | 减仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $1,764.04万 | 0.84% | 61,495 | 672 | 1.1% | $19.28万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | $1,557.51万 | 0.74% | 387,536 | -78,116 | -16.8% | -$313.95万 | 减仓 |
| META | META PLATFORMS INCORPORATED CLASS A | $1,530.58万 | 0.73% | 26,752 | 97 | 0.4% | $5.55万 | 加仓 |
| CAT | CATERPILLAR INCORPORATED | $1,512.64万 | 0.72% | 21,351 | -1,189 | -5.3% | -$84.24万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1,477.07万 | 0.70% | 279,960 | -3,875 | -1.4% | -$20.44万 | 减仓 |
| TSLA | TESLA INCORPORATED | $1,370.46万 | 0.65% | 36,865 | 319 | 0.9% | $11.86万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION | $1,364.28万 | 0.65% | 28,748 | 16,839 | 141.4% | $799.12万 | 加仓 |
| WMT | WALMART INCORPORATED | $1,334.27万 | 0.63% | 107,360 | 722 | 0.7% | $8.97万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $1,300.08万 | 0.62% | 229,372 | -3,343 | -1.4% | -$18.95万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | $1,288.19万 | 0.61% | 88,063 | 28,227 | 47.2% | $412.90万 | 加仓 |
| LAMR | LAMAR ADVERTISING COMPANY NEW CLASS A REIT | $1,234.84万 | 0.59% | 97,493 | -15 | -0.0% | -$1,900 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B | $1,229.87万 | 0.58% | 25,665 | 972 | 3.9% | $46.58万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $1,226.23万 | 0.58% | 399,685 | 77,568 | 24.1% | $237.98万 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $1,225.45万 | 0.58% | 220,722 | 16,226 | 7.9% | $90.09万 | 加仓 |
| SGOV | ISHARES TR 0-3 MNTH TREASRY | $1,185.55万 | 0.56% | 117,777 | 49,584 | 72.7% | $499.11万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $1,147.63万 | 0.54% | 43,816 | 9,839 | 29.0% | $257.70万 | 加仓 |
| — | EXXON MOBIL CORPORATION | $1,142.93万 | 0.54% | 67,364 | -1,238 | -1.8% | -$21.00万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT | $1,103.23万 | 0.52% | 287,149 | 4,068 | 1.4% | $15.63万 | 加仓 |
| AGG | ISHARES TR CORE US AGGBD ET | $1,085.57万 | 0.52% | 109,355 | 98 | 0.1% | $9,728 | 加仓 |
| NEE | NEXTERA ENERGY INCORPORATED | $1,045.18万 | 0.50% | 112,530 | -431 | -0.4% | -$4.00万 | 减仓 |
| XLF | SPDR FINANCIAL SELECT SECTOR FUND | $1,027.20万 | 0.49% | 208,061 | 23,742 | 12.9% | $117.21万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION NEW | $1,004.28万 | 0.48% | 10,079 | 1,838 | 22.3% | $183.14万 | 加仓 |
| XLE | SPDR ENERGY SELECT SECTOR FUND | $967.42万 | 0.46% | 157,920 | 41,923 | 36.1% | $256.82万 | 加仓 |
| DVY | ISHARES TR SELECT DIVID ETF | $953.24万 | 0.45% | 62,958 | 1,867 | 3.1% | $28.27万 | 加仓 |
| GLD | SPDR GOLD SHARES | $951.16万 | 0.45% | 22,105 | -719 | -3.2% | -$30.94万 | 减仓 |
| ETN | EATON CORPORATION PLC SHS | $942.88万 | 0.45% | 26,362 | 1,290 | 5.1% | $46.14万 | 加仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES AND INCOME ETF | $939.52万 | 0.45% | 529,304 | -510,911 | -49.1% | -$906.87万 | 减仓 |
| MTZ | MASTEC INCORPORATED | $894.69万 | 0.42% | 27,808 | -162 | -0.6% | -$5.21万 | 减仓 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS | $882.28万 | 0.42% | 100,259 | 100,259 | — | $882.28万 | 新建仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $837.93万 | 0.40% | 90,333 | 691 | 0.8% | $6.41万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $827.08万 | 0.39% | 181,298 | 52,299 | 40.5% | $238.59万 | 加仓 |
| IYW | ISHARES TR U.S. TECH ETF | $811.06万 | 0.38% | 44,706 | -1,872 | -4.0% | -$33.96万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $810.87万 | 0.38% | 54,752 | 3,342 | 6.5% | $49.49万 | 加仓 |
| MU | MICRON TECHNOLOGY INCORPORATED | $790.04万 | 0.37% | 23,385 | 744 | 3.3% | $25.14万 | 加仓 |
| ABBV | ABBVIE INCORPORATED | $783.13万 | 0.37% | 36,009 | -1,110 | -3.0% | -$24.14万 | 减仓 |
| LLY | ELI LILLY & COMPANY | $774.00万 | 0.37% | 8,415 | 148 | 1.8% | $13.61万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $753.08万 | 0.36% | 30,809 | -1,812 | -5.6% | -$44.29万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $741.91万 | 0.35% | 25,834 | 1,421 | 5.8% | $40.81万 | 加仓 |
| USMV | ISHARES TR MSCI USA MIN VOL | $740.07万 | 0.35% | 79,801 | -5,476 | -6.4% | -$50.78万 | 减仓 |
| HD | HOME DEPOT INCORPORATED | $738.66万 | 0.35% | 22,459 | 81 | 0.4% | $2.66万 | 加仓 |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $737.84万 | 0.35% | 15,930 | 422 | 2.7% | $19.55万 | 加仓 |
| SSO | PROSHARES ULTRA S&P500 | $713.08万 | 0.34% | 137,447 | -129,127 | -48.4% | -$669.91万 | 减仓 |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | $710.94万 | 0.34% | 101,043 | -15,920 | -13.6% | -$112.01万 | 减仓 |
| PH | PARKER-HANNIFIN CORPORATION | $708.41万 | 0.34% | 7,913 | -523 | -6.2% | -$46.82万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $700.28万 | 0.33% | 109,282 | 9,039 | 9.0% | $57.92万 | 加仓 |
| SO | SOUTHERN COMPANY | $692.58万 | 0.33% | 71,755 | -1,954 | -2.7% | -$18.86万 | 减仓 |
| CVX | CHEVRON CORPORATION NEW | $681.69万 | 0.32% | 32,948 | 3,377 | 11.4% | $69.87万 | 加仓 |
| DGRO | ISHARES TR CORE DIV GRWTH | $678.71万 | 0.32% | 96,710 | 8,636 | 9.8% | $60.61万 | 加仓 |
| BIL | SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $674.79万 | 0.32% | 73,635 | 9,804 | 15.4% | $89.84万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $661.04万 | 0.31% | 111,984 | -1,681 | -1.5% | -$9.92万 | 减仓 |
| RTX | RTX CORPORATION | $653.08万 | 0.31% | 33,856 | 87 | 0.3% | $1.68万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $652.60万 | 0.31% | 14,941 | 1,402 | 10.4% | $61.24万 | 加仓 |
| SNTH | MRP SYNTHEQUITY ETF | $643.22万 | 0.31% | 245,131 | 78,716 | 47.3% | $206.55万 | 加仓 |
| NFLX | NETFLIX INCORPORATED | $633.33万 | 0.30% | 65,869 | -357 | -0.5% | -$3.43万 | 减仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $632.95万 | 0.30% | 55,082 | -5,374 | -8.9% | -$61.75万 | 减仓 |
| MTUM | ISHARES TR MSCI USA MMENTM | $628.99万 | 0.30% | 26,209 | -2,295 | -8.1% | -$55.08万 | 减仓 |
| SDY | SPDR S&P DIVIDEND ETF | $622.08万 | 0.30% | 42,626 | 349 | 0.8% | $5.09万 | 加仓 |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $616.39万 | 0.29% | 70,172 | 1,567 | 2.3% | $13.76万 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $607.10万 | 0.29% | 20,314 | 846 | 4.3% | $25.28万 | 加仓 |
| KO | COCA COLA COMPANY | $606.29万 | 0.29% | 79,722 | 1,329 | 1.7% | $10.11万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INCORPORATED | $585.54万 | 0.28% | 6,921 | -609 | -8.1% | -$51.52万 | 减仓 |
| JPIE | JPMORGAN INCOME ETF | $581.26万 | 0.28% | 126,169 | 9,360 | 8.0% | $43.12万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF SHS BEN INT | $581.11万 | 0.28% | 151,252 | 12,489 | 9.0% | $47.98万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS | $576.08万 | 0.27% | 17,046 | 748 | 4.6% | $25.28万 | 加仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $570.52万 | 0.27% | 13,380 | -1,433 | -9.7% | -$61.10万 | 减仓 |
| RDVY | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | $566.42万 | 0.27% | 82,955 | 6,355 | 8.3% | $43.39万 | 加仓 |
| IWP | ISHARES TR RUS MD CP GR ETF | $566.18万 | 0.27% | 44,191 | 7,073 | 19.1% | $90.62万 | 加仓 |
| IOO | ISHARES TR GLOBAL 100 ETF | $550.99万 | 0.26% | 45,548 | -905 | -1.9% | -$10.95万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $544.92万 | 0.26% | 22,483 | -26 | -0.1% | -$6,302 | 减仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $542.07万 | 0.26% | 40,699 | -14,451 | -26.2% | -$192.47万 | 减仓 |
| V | VISA INCORPORATED COM CLASS A | $541.72万 | 0.26% | 17,924 | 194 | 1.1% | $5.86万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $534.10万 | 0.25% | 7,655 | -6,720 | -46.7% | -$468.86万 | 减仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $527.35万 | 0.25% | 220,925 | 136,653 | 162.2% | $326.19万 | 加仓 |
| BAC | BANK AMERICA CORPORATION | $522.56万 | 0.25% | 107,193 | -4,763 | -4.3% | -$23.22万 | 减仓 |
| LMT | LOCKHEED MARTIN CORPORATION | $517.32万 | 0.25% | 8,559 | 462 | 5.7% | $27.92万 | 加仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRAST INDEX FUND | $512.17万 | 0.24% | 31,310 | 5,510 | 21.4% | $90.13万 | 加仓 |
| MSTR | MICROSTRATEGY INCORPORATED CLASS A NEW | $511.63万 | 0.24% | 40,996 | -1,754 | -4.1% | -$21.89万 | 减仓 |
| CGDV | CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT | $511.24万 | 0.24% | 120,178 | 41,627 | 53.0% | $177.08万 | 加仓 |
| BA | BOEING COMPANY | $504.86万 | 0.24% | 25,366 | 2,902 | 12.9% | $57.76万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | $502.84万 | 0.24% | 24,718 | -7,031 | -22.1% | -$143.03万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | $498.19万 | 0.24% | 99,240 | 6,570 | 7.1% | $32.98万 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $496.06万 | 0.24% | 16,412 | 5,812 | 54.8% | $175.67万 | 加仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $491.39万 | 0.23% | 44,357 | 27,073 | 156.6% | $299.92万 | 加仓 |