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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 150 项建仓 27增持 62减持 44清仓 17

方向

标的

Δ市值

现股数(环比)

增持

AVGO BROADCOM INC

+$53.5M

306,087 +157%

增持

AMD ADVANCED MICRO DEVICES INC

+$50.9M

282,035 +828%

增持

PLTR PALANTIR TECHNOLOGIES INC

+$47.7M

422,311 +432%

减持

BKNG BOOKING HOLDINGS INC

-$45.6M

982 -89%

减持

XLU SELECT SECTOR SPDR TR

-$45.3M

66,498 -94%

减持

COF CAPITAL ONE FINL CORP

-$44.4M

54,800 -76%

增持

ISRG INTUITIVE SURGICAL INC

+$43.8M

100,396 +2184%

增持

XLC SELECT SECTOR SPDR TR

+$42.9M

408,952 +1866%

减持

COST COSTCO WHOLESALE CORPORATION

-$40.4M

16,818 -75%

减持

TXN TEXAS INSTRS INC

-$39.0M

85,490 -73%

增持

AGG ISHARES TR

+$36.9M

1,668,749 +29%

减持

XLRE SELECT SECTOR SPDR TR

-$30.9M

375,537 -67%

减持

XLB SELECT SECTOR SPDR TR

-$30.1M

36,369 -95%

增持

MAMB NORTHERN LTS FD TR IV

+$19.8M

7,050,997 +12%

增持

MSFT MICROSOFT CORP

-$18.5M

251,357 +9%

增持

MVFG NORTHERN LTS FD TR IV

+$17.6M

4,348,501 +10%

增持

FDL FIRST TR EXCHANGE-TRADED FD

+$17.0M

394,636 +471%

建仓

XPH SPDR SERIES TRUST

+$16.0M

295,265

建仓

PEJ INVESCO EXCHANGE TRADED FD T

+$15.8M

272,166

增持

MBB ISHARES TR

+$15.3M

384,249 +73%

清仓

PBJ INVESCO EXCHANGE TRADED FD T

-$15.3M

0 -100%

建仓

XSW SPDR SERIES TRUST

+$15.3M

107,185

减持

XLP SELECT SECTOR SPDR TR

-$14.9M

217,829 -48%

增持

LQD ISHARES TR

+$14.7M

306,942 +80%

增持

XLY SELECT SECTOR SPDR TR

+$14.7M

146,038 +1282%

减持

XHB SPDR SERIES TRUST

-$14.6M

3,654 -97%

减持

ITB ISHARES TR

-$14.5M

6,681 -96%

增持

XLF SELECT SECTOR SPDR TR

+$14.3M

401,596 +301%

增持

MVFD NORTHERN LTS FD TR IV

+$14.2M

3,270,747 +13%

增持

XLI SELECT SECTOR SPDR TR

+$14.1M

104,509 +474%

增持

SHY ISHARES TR

+$13.4M

271,122 +151%

增持

VOO VANGUARD INDEX FDS

+$12.0M

163,970 +20%

建仓

CWB SPDR SERIES TRUST

+$11.9M

130,481

减持

GE GE AEROSPACE

-$11.4M

196,112 -10%

增持

QQQM INVESCO EXCH TRADED FD TR II

+$11.1M

179,046 +44%

增持

MPRO NORTHERN LTS FD TR IV

+$11.0M

7,362,775 +3%

增持

CVX CHEVRON CORPORATION

+$10.9M

136,952 +20%

建仓

IVOG VANGUARD ADMIRAL FDS INC

+$10.2M

81,601

增持

MPC MARATHON PETE CORP

+$10.1M

56,737 +145%

增持

— EXXON MOBIL CORP

+$9.8M

176,048 +5%

增持

ROUS LATTICE STRATEGIES TR

+$9.5M

177,876 +973%

增持

XSD SPDR SERIES TRUST

+$9.5M

53,556 +117%

增持

NVDA NVIDIA CORPORATION

+$9.0M

1,085,563 +12%

减持

ORCL ORACLE CORP

-$8.8M

153,770 -5%

减持

BAB INVESCO EXCH TRADED FD TR II

-$8.7M

444,273 -41%

增持

XLK SELECT SECTOR SPDR TR

+$8.6M

455,331 +26%

减持

NXST NEXSTAR MEDIA GROUP INC

-$8.6M

3,178 -93%

增持

MBCE NORTHERN LTS FD TR IV

+$8.5M

3,859,663 +14%

减持

GPC GENUINE PARTS CO

-$8.5M

5,147 -93%

减持

TLT ISHARES TR

-$8.4M

143,944 -40%

减持

TOL TOLL BROTHERS INC

-$8.3M

7,609 -89%

增持

NFLX NETFLIX INC.

+$8.2M

588,957 +14%

增持

PULS PGIM ETF TR

+$8.1M

298,853 +121%

减持

FANG DIAMONDBACK ENERGY INC

-$8.1M

2,994 -95%

建仓

DEUS DBX ETF TR

+$7.9M

132,453

增持

WMT WALMART INC

+$7.9M

555,832 +1%

增持

PHYS SPROTT ASSET MANAGEMENT LP

+$7.8M

536,503 +58%

增持

VSS VANGUARD INTL EQUITY INDEX F

+$7.8M

63,595 +530%

建仓

XCEM COLUMBIA ETF TR II

+$7.8M

191,669

增持

PSLV SPROTT ASSET MANAGEMENT LP

+$7.8M

942,093 +47%

建仓

IQDF FLEXSHARES TR

+$7.7M

244,397

建仓

HAWX ISHARES TR

+$7.7M

188,550

建仓

JHEM JOHN HANCOCK EXCHANGE TRADED

+$7.7M

224,387

建仓

FIVA FIDELITY COVINGTON TRUST

+$7.6M

217,862

增持

VBK VANGUARD INDEX FDS

+$7.6M

32,605 +334%

减持

EMR EMERSON ELEC CO

-$7.6M

26,907 -68%

建仓

CWI SPDR INDEX SHS FDS

+$7.6M

206,979

建仓

IFV FIRST TR EXCHANGE TRADED FD

+$7.6M

299,475

减持

IEF ISHARES TR

-$7.5M

292,002 -21%

建仓

QUS SPDR SERIES TRUST

+$7.5M

43,811

增持

VXF VANGUARD INDEX FDS

+$7.5M

39,356 +1192%

建仓

JHML JOHN HANCOCK EXCHANGE TRADED

+$7.5M

95,339

清仓

SILJ AMPLIFY ETF TR

-$7.4M

0 -100%

建仓

VALQ AMERICAN CENTY ETF TR

+$7.4M

113,969

减持

TGT TARGET CORP

-$7.4M

16,521 -83%

建仓

SPXT PROSHARES TR

+$7.4M

72,777

建仓

FLQL FRANKLIN TEMPLETON ETF TR

+$7.4M

108,956

清仓

COPX GLOBAL X FDS

-$7.4M

0 -100%

建仓

QLC FLEXSHARES TR

+$7.3M

93,465

减持

SIL GLOBAL X FDS

-$7.3M

4,224 -95%

建仓

VTHR VANGUARD SCOTTSDALE FDS

+$7.3M

25,230

减持

BINC BLACKROCK ETF TRUST II

-$7.3M

284,031 -32%

增持

IWO ISHARES TR

+$7.2M

26,408 +721%

建仓

VTWG VANGUARD SCOTTSDALE FDS

+$7.2M

31,614

增持

FDVV FIDELITY COVINGTON TRUST

+$7.2M

174,018 +313%

增持

SFLR INNOVATOR ETFS TRUST

+$7.2M

2,167,558 +15%

减持

— BUNGE GLOBAL SA

-$7.2M

6,082 -93%

清仓

PBW INVESCO EXCHANGE TRADED FD T

-$7.2M

0 -100%

增持

IOO ISHARES TR

+$7.1M

69,596 +591%

建仓

SUSL ISHARES TR

+$7.1M

62,541

减持

XME SPDR SERIES TRUST

-$7.1M

2,459 -97%

减持

PM PHILIP MORRIS INTL INC

-$6.9M

26,231 -62%

增持

APO APOLLO GLOBAL MGMT INC

+$6.8M

64,922 +1857%

清仓

URNM SPROTT FDS TR

-$6.6M

0 -100%

清仓

REMX VANECK ETF TRUST

-$6.6M

0 -100%

增持

LLY ELI LILLY & CO

-$6.5M

75,471 +7%

增持

NKE NIKE INC

-$6.4M

793,097 +5%

清仓

CHAT TIDAL TRUST II

-$6.4M

0 -100%

减持

IWC ISHARES TR

-$6.4M

1,372 -97%

清仓

URNJ SPROTT FDS TR

-$6.4M

0 -100%

清仓

ECON COLUMBIA ETF TR II

-$6.3M

0 -100%

增持

MA MASTERCARD INCORPORATED

-$6.2M

98,120 +1%

清仓

IPAC ISHARES TR

-$6.2M

0 -100%

减持

MAGS LISTED FDS TR

-$6.2M

11,550 -89%

减持

FEGE RBB FUND TRUST

-$6.2M

162,270 -46%

清仓

FPX FIRST TR EXCHANGE-TRADED FD

-$6.1M

0 -100%

增持

MRSH MARSH & MCLENNAN COS INC

+$6.1M

50,446 +250%

减持

IAU ISHARES GOLD TR

-$6.0M

343,318 -23%

清仓

MSOS ADVISORSHARES TR

-$6.0M

0 -100%

清仓

ARKG ARK ETF TR

-$6.0M

0 -100%

减持

SYF SYNCHRONY FINANCIAL

-$6.0M

102,879 -34%

增持

BRO BROWN & BROWN INC

+$5.9M

95,689 +2516%

减持

IUSB ISHARES TR

-$5.8M

127,214 -49%

减持

ARKK ARK ETF TR

-$5.8M

66,232 -50%

增持

— ACCENTURE PLC IRELAND

+$5.7M

40,792 +351%

增持

SPYV SPDR SERIES TRUST

+$5.3M

454,428 +27%

减持

ARKF ARK ETF TR

-$5.3M

5,497 -95%

减持

URA GLOBAL X FDS

-$5.3M

71,881 -65%

增持

SPAB SPDR SERIES TRUST

+$5.1M

2,695,425 +9%

减持

SOXX ISHARES TR

-$5.1M

16,686 -53%

减持

NLR VANECK ETF TRUST

-$5.1M

5,995 -87%

减持

PYLD PIMCO ETF TR

-$5.1M

308,074 -37%

建仓

YOU CLEAR SECURE INC

+$5.0M

103,598

减持

FDX FEDEX CORP

-$5.0M

22,634 -50%

增持

BALT INNOVATOR ETFS TRUST

+$4.9M

1,155,711 +15%

增持

SGOV ISHARES TR

+$4.9M

192,146 +33%

增持

— JANUS HENDERSON GROUP PLC

+$4.8M

103,329 +842%

减持

ARTY ISHARES TR

-$4.7M

46,846 -67%

增持

HAL HALLIBURTON CO

+$4.6M

125,561 +1112%

增持

ILCV ISHARES TR

+$4.5M

55,292 +739%

增持

BMY BRISTOL-MYERS SQUIBB CO

+$4.5M

115,068 +151%

增持

SNA SNAP ON INC

+$4.5M

14,645 +521%

增持

ALL ALLSTATE CORP

+$4.5M

26,154 +492%

增持

BND VANGUARD BD INDEX FDS

+$4.5M

105,520 +137%

清仓

HII HUNTINGTON INGALLS INDS INC

-$4.5M

0 -100%

建仓

ENS ENERSYS

+$4.4M

25,546

减持

SMH VANECK ETF TRUST

-$4.4M

39,662 -27%

减持

PAYX PAYCHEX INC

-$4.2M

29,945 -52%

建仓

BF/B BROWN FORMAN CORP

+$4.2M

158,893

清仓

SHOO MADDEN STEVEN LTD

-$4.2M

0 -100%

增持

DE DEERE & CO

+$4.2M

13,228 +89%

增持

SPDW SPDR INDEX SHS FDS

+$4.2M

239,953 +57%

减持

OMF ONEMAIN HLDGS INC

-$4.1M

21,765 -72%

清仓

AMKR AMKOR TECHNOLOGY INC

-$4.1M

0 -100%

建仓

RUSHA RUSH ENTERPRISES INC

+$3.9M

59,412

减持

— DHT HOLDINGS INC

-$3.9M

24,611 -93%

增持

— DUPONT DE NEMOURS INC

+$3.9M

97,376 +614%

建仓

EXPD EXPEDITORS INTL WASH INC

+$3.9M

27,189

清仓

— INVESCO LTD

-$3.9M

0 -100%

增持

FNF FIDELITY NATL FINL INC

+$3.8M

94,755 +814%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。