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Kingsview Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Kingsview Wealth Management, LLC

报告期 2026-03-31 · CIK 0001791965

持仓数

1,334

前50大市值合计

$3.62B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

MPRO NORTHERN LTS FD TR IV

MONARCH PROCAP I

$230.0M

7,362,775

6.3%

AAPL APPLE INC

COM

$193.8M

763,437

5.3%

NVDA NVIDIA CORPORATION

COM

$189.3M

1,085,563

5.2%

MAMB NORTHERN LTS FD TR IV

MONARCH AMBASSAD

$170.0M

7,050,997

4.7%

AGG ISHARES TR

CORE US AGGBD ET

$165.7M

1,668,749

4.6%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$157.4M

1,607,843

4.3%

MVFG NORTHERN LTS FD TR IV

MONARCH VOL FACT

$140.0M

4,348,501

3.9%

MBCE NORTHERN LTS FD TR IV

MONARCH BLUE CH

$133.1M

3,859,663

3.7%

MSSS NORTHERN LTS FD TR IV

MONARCH SEL SUBS

$114.8M

3,841,170

3.2%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$98.0M

163,970

2.7%

SPTI SPDR SERIES TRUST

STATE STREET SPD

$97.8M

3,411,524

2.7%

MVFD NORTHERN LTS FD TR IV

MONARCH VOL FACT

$95.9M

3,270,747

2.6%

AVGO BROADCOM INC

COM

$94.7M

306,087

2.6%

MSFT MICROSOFT CORP

COM

$93.0M

251,257

2.6%

AMZN AMAZON COM INC

COM

$89.0M

427,292

2.5%

SFLR INNOVATOR ETFS TRUST

QUITY MANAGD FLR

$76.8M

2,167,558

2.1%

LLY ELI LILLY & CO

COM

$69.4M

75,471

1.9%

WMT WALMART INC

COM

$69.1M

555,832

1.9%

SPAB SPDR SERIES TRUST

STATE STREET SPD

$69.1M

2,695,425

1.9%

QQQ INVESCO QQQ TR

UNIT SER 1

$63.0M

109,102

1.7%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$61.8M

422,311

1.7%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$60.5M

455,331

1.7%

AMD ADVANCED MICRO DEVICES INC

COM

$57.4M

282,035

1.6%

NFLX NETFLIX INC.

COM

$56.6M

588,957

1.6%

MDPL NORTHERN LTS FD TR IV

MONARCH DIVID PL

$56.2M

2,191,126

1.6%

GE GE AEROSPACE

COM NEW

$55.7M

196,112

1.5%

GOOGL ALPHABET INC

CAP STK CL A

$52.4M

182,248

1.4%

MA MASTERCARD INCORPORATED

CL A

$49.0M

98,120

1.4%

JAJL INNOVATOR ETFS TRUST

EQUITY DEFINED P

$46.3M

1,592,565

1.3%

ISRG INTUITIVE SURGICAL INC

COM NEW

$46.3M

100,396

1.3%

JPM JPMORGAN CHASE & CO

COM

$45.3M

154,138

1.3%

XLC SELECT SECTOR SPDR TR

STATE STREET COM

$45.3M

408,952

1.3%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$42.5M

179,046

1.2%

NKE NIKE INC

CL B

$41.9M

792,797

1.2%

BALT INNOVATOR ETFS TRUST

DEFINED WLT SHLD

$38.7M

1,155,711

1.1%

SPTM SPDR SERIES TRUST

STATE STREET SPD

$36.6M

462,465

1.0%

MBB ISHARES TR

MBS ETF

$36.5M

384,249

1.0%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$33.8M

51,906

0.9%

LQD ISHARES TR

IBOXX INV CP ETF

$33.5M

306,942

0.9%

XLV SELECT SECTOR SPDR TR

STATE STREET HEA

$32.5M

221,599

0.9%

META META PLATFORMS INC

CL A

$31.9M

55,808

0.9%

VUG VANGUARD INDEX FDS

GROWTH ETF

$31.5M

72,181

0.9%

IAU ISHARES GOLD TR

ISHARES NEW

$30.3M

343,318

0.8%

— EXXON MOBIL CORP

COM

$29.9M

176,048

0.8%

CVX CHEVRON CORPORATION

COM

$28.3M

136,952

0.8%

GOOG ALPHABET INC

CAP STK CL C

$28.1M

98,035

0.8%

IEF ISHARES TR

7-10 YR TRSY BD

$27.9M

292,002

0.8%

BUFF INNOVATOR ETFS TRUST

LADERD ALCTN PWR

$25.7M

520,381

0.7%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$25.7M

454,428

0.7%

FTSM FIRST TR EXCHANGE-TRADED FD

FIRST TR ENH NEW

$25.3M

422,999

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

31%前 6 大占比

MPRO6.3%AAPL5.3%NVDA5.2%MAMB4.7%AGG4.6%SPYG4.3%