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KINGSWOOD WEALTH ADVISORS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
KINGSWOOD WEALTH ADVISORS, LLC
报告期 2026-03-31 · CIK 0001987855
持仓数
924
前50大市值合计
$944.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 44
增持 89
减持 13
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INCORPORATED
+$31.5M
272,744
+223%
增持
SPY
SPDR S&P 500 ETF
+$16.1M
58,862
+368%
增持
GBTC
GRAYSCALE BITCOIN TRUST
+$8.6M
523,970
+5%
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。
增持
MSFT
MICROSOFT CORPORATION
+$8.3M
95,249
+199%
增持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
+$5.4M
16,736
+515%
增持
QQQ
INVESCO QQQ TR
+$4.9M
30,166
+79%
增持
VB
VANGUARD SMALL-CAP ETF
+$4.4M
22,381
+1143%
增持
AMZN
AMAZON COM INCORPORATED
+$4.3M
134,397
+252%
增持
GLD
SPDR GOLD SHARES
+$3.8M
32,424
+501%
建仓
SSO
PROSHARES ULTRA S&P500
+$3.6M
54,844
增持
NVDA
NVIDIA CORPORATION
+$3.4M
38,896
+113%
建仓
ESS
ESSEX PROPERTY TR INCORPORATED REIT
+$3.3M
13,327
增持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$3.3M
80,008
+32%
增持
LMT
LOCKHEED MARTIN CORPORATION
+$3.2M
14,158
+93%
增持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
+$2.7M
41,004
+466%
增持
IOO
ISHARES TRUST S & P GLOBAL 100
+$2.7M
40,490
+479%
增持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$2.6M
49,686
+760%
增持
USMV
ISHARES TR MSCI USA MIN VOL
+$2.6M
60,082
+108%
增持
BA
BOEING COMPANY
+$2.6M
22,174
+82%
增持
META
META PLATFORMS INCORPORATED CLASS A
+$2.5M
28,025
+753%
增持
MTUM
ISHARES TR MSCI USA MMENTM
+$2.5M
19,669
+383%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$2.5M
21,855
+1029%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$2.5M
16,346
+32%
建仓
ESRT
EMPIRE ST RLTY TR INCORPORATED CLASS A REIT
+$2.5M
23,663
建仓
SCHM
SCHWAB U.S. MID-CAP ETF
+$2.3M
27,522
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$2.2M
6,612
+968%
增持
JPM
JPMORGAN CHASE & COMPANY
+$2.2M
41,817
+248%
增持
AVGO
BROADCOM INCORPORATED
+$2.1M
5,355
+91%
增持
FSK
FS KKR CAPITAL CORP
+$2.0M
112,128
+990%
增持
INTC
INTEL CORPORATION
+$2.0M
68,824
+154%
减持
—
DESKTOP METAL INC
-$2.0M
2,667,715
-2%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.9M
14,959
+90%
增持
COST
COSTCO WHOLESALE CORPORATION NEW
+$1.9M
7,157
+147%
增持
CVX
CHEVRON CORPORATION NEW
-$1.8M
13,522
+307%
清仓
NICE
NICE LIMITED SPONSORED ADR
-$1.8M
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INCORPORATED
+$1.7M
16,650
+343%
增持
QCOM
QUALCOMM INCORPORATED
+$1.7M
21,517
+196%
建仓
C
CITIGROUP INCORPORATED COM NEW
+$1.7M
32,870
增持
NFLX
NETFLIX INCORPORATED
+$1.7M
11,448
+430%
减持
ETHE
GRAYSCALE ETHEREUM TRUST
+$1.7M
201,391
-2%
增持
AMT
AMERICAN TOWER CORPORATION NEW REIT
+$1.5M
8,908
+266%
增持
CRM
SALESFORCE INCORPORATED
+$1.5M
16,461
+275%
增持
PEP
PEPSICO INCORPORATED
-$1.5M
5,981
+185%
增持
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
+$1.4M
26,986
+487%
减持
PBT
PERMIAN BASIN ROYALTY TRUST
-$1.4M
117,499
-17%
增持
HD
HOME DEPOT INCORPORATED
+$1.3M
12,764
+287%
建仓
VDC
VANGUARD CONSUMER STAPLES ETF
+$1.3M
6,901
增持
PFE
PFIZER INCORPORATED
-$1.3M
47,941
+293%
建仓
MDLZ
MONDELEZ INTERNATIONAL INCORPORATED CLASS A
+$1.3M
18,065
建仓
DVY
ISHARES TR SELECT DIVID ETF
+$1.3M
11,147
清仓
SCHG
SCHWAB US LARGE CAP GROWTH ETF
-$1.3M
0
-100%
增持
OBDC
BLUE OWL CAPITAL CORP
+$1.3M
121,358
+212%
增持
PLD
PROLOGIS INCORPORATED. REIT
+$1.3M
40,303
+10%
建仓
BUFG
FT VEST BUFFERED ALLOCATION GROWTH ETF
+$1.3M
59,046
增持
BMY
BRISTOL-MYERS SQUIBB COMPANY
-$1.2M
45,589
+49%
增持
TSLA
TESLA INCORPORATED
+$1.2M
52,021
+76%
增持
T
AT&T INCORPORATED
+$1.2M
133,333
+95%
增持
CCI
CROWN CASTLE INCORPORATED REIT
+$1.2M
14,821
+169%
增持
LLY
ELI LILLY & COMPANY
+$1.2M
9,872
+153%
增持
RTX
RTX CORPORATION
+$1.2M
43,009
+44%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
+$1.2M
13,219
+87%
增持
HL
HECLA MINING COMPANY
+$1.1M
335,000
+179%
建仓
BND
VANGUARD TOTAL BOND MARKET ETF
+$1.1M
15,447
减持
LTCN
GRAYSCALE LITECOIN TRUST
+$1.1M
138,945
-39%
增持
—
EXXON MOBIL CORPORATION
-$1.1M
38,807
+517%
增持
NEE
NEXTERA ENERGY INCORPORATED
+$1.1M
99,157
+25%
增持
JNJ
JOHNSON & JOHNSON
-$1.1M
22,652
+112%
建仓
BIZD
VANECK BDC INCOME ETF
+$1.1M
67,390
建仓
FR
FIRST INDUSTRIAL REALTY TRUST INC
+$1.1M
20,408
建仓
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
+$1.1M
30,716
建仓
FNDX
SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX ETF
+$1.0M
16,854
增持
MRK
MERCK & COMPANY INCORPORATED
+$1.0M
49,429
+134%
建仓
VO
VANGUARD MID-CAP ETF
+$1.0M
4,412
建仓
UBER
UBER TECHNOLOGIES INCORPORATED
+$1.0M
16,567
减持
MARA
MARATHON DIGITAL HOLDINGS INC
+$1.0M
73,376
-12%
增持
O
REALTY INCOME CORPORATION REIT
+$998.1K
24,261
+207%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$982.4K
82,644
+46%
建仓
EQR
EQUITY RESIDENTIAL SH BEN INT REIT
+$961.5K
15,721
增持
MU
MICRON TECHNOLOGY INCORPORATED
+$960.3K
15,802
+177%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$948.9K
15,730
+853%
增持
GILD
GILEAD SCIENCES INCORPORATED
+$929.8K
21,753
+96%
建仓
EFV
ISHARES TR EAFE VALUE ETF
+$919.1K
17,642
增持
STZ
CONSTELLATION BRANDS INCORPORATED CLASS A
+$915.5K
5,415
+246%
建仓
LQD
ISHARES TR IBOXX INV CP ETF
+$901.9K
8,150
建仓
GAP
GAP INC
+$899.2K
43,005
建仓
EFG
ISHARES MSCI EAFE GROWTH INDEX FUND
+$898.8K
9,281
增持
TXN
TEXAS INSTRS INCORPORATED
+$892.0K
31,764
+12%
增持
ARE
ALEXANDRIA REAL ESTATE EQ INCORPORATED REIT
+$891.1K
9,369
+216%
增持
SO
SOUTHERN COMPANY
+$882.3K
25,962
+258%
增持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B
+$876.3K
18,367
+316%
建仓
EQWL
INVESCO S AND P 100 EQUAL WEIGHT ETF
+$858.1K
9,800
减持
WST
WEST PHARMACEUTICAL SVSC INCORPORATED
-$854.9K
2,363
-47%
增持
CVS
CVS HEALTH CORPORATION
+$852.3K
28,420
+245%
建仓
DGRO
ISHARES TR CORE DIV GRWTH
+$851.5K
15,821
建仓
—
CALAVO GROWERS INC
+$849.6K
28,888
建仓
TMUS
T-MOBILE US INCORPORATED
+$844.0K
5,264
减持
SHEL
SHELL PLC SPON ADS
-$834.1K
12,672
-51%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
+$816.6K
74,795
+251%
增持
FAUG
FT VEST US EQUITY BUFFER ETF - AUGUST
+$809.5K
34,809
+115%
减持
—
PIONEER NAT RES COMPANY
-$809.0K
2,911
-47%
增持
GS
GOLDMAN SACHS GROUP INCORPORATED
+$796.5K
10,713
+4%
增持
—
MEDTRONIC PLC SHS
+$787.2K
13,054
+255%
建仓
DSI
ISHARES MSCI KLD 400 SOCIAL ETF
+$770.4K
8,461
增持
ABT
ABBOTT LABS
+$763.9K
19,598
+338%
建仓
EQIX
EQUINIX INCORPORATED REIT
+$760.3K
944
建仓
IR
INGERSOLL RAND INCORPORATED
+$753.3K
9,740
增持
ABBV
ABBVIE INCORPORATED
-$749.4K
18,958
+256%
增持
XLV
SPDR HEALTH CARE SELECT
-$748.2K
6,299
+10%
建仓
ZTS
ZOETIS INCORPORATED CLASS A
+$743.3K
3,766
建仓
ES
EVERSOURCE ENERGY
+$742.7K
12,033
增持
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
+$740.3K
17,400
+570%
建仓
SPHQ
INVESCO S&P 500 QUALITY ETF
+$735.5K
13,600
建仓
VRTX
VERTEX PHARMACEUTICALS INCORPORATED
+$733.2K
1,802
减持
PANW
PALO ALTO NETWORKS INCORPORATED
-$731.8K
3,361
-54%
增持
KVUE
KENVUE INCORPORATED
+$725.9K
43,698
+308%
建仓
VUG
VANGUARD GROWTH ETF
+$723.4K
2,327
增持
PG
PROCTER AND GAMBLE COMPANY
+$722.5K
24,220
+377%
增持
MSTR
MICROSTRATEGY INCORPORATED CLASS A NEW
+$719.3K
2,012
+20%
建仓
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$708.0K
51,302
清仓
BALL
BALL CORPORATION
-$704.0K
0
-100%
增持
—
LINDE PLC SHS
+$703.3K
3,541
+76%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$701.8K
5,521
+256%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$700.9K
9,192
+318%
清仓
KHC
KRAFT HEINZ COMPANY
-$699.0K
0
-100%
增持
CSCO
CISCO SYSTEMS INCORPORATED
-$698.6K
50,029
+68%
增持
TGT
TARGET CORPORATION
+$696.8K
10,660
+44%
减持
SAFRY
SAFRAN SPON ADR
-$690.1K
10,841
-63%
建仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$688.0K
7,528
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
+$684.6K
8,140
+113%
增持
DIS
DISNEY WALT COMPANY
+$683.8K
17,105
+255%
增持
UNP
UNION PAC CORPORATION
+$673.1K
5,936
+308%
建仓
ALB
ALBEMARLE CORPORATION
+$671.3K
4,646
建仓
TDW
TIDEWATER INCORPORATED NEW
+$669.1K
10,440
建仓
MMM
3M COMPANY
+$660.6K
6,043
减持
PH
PARKER-HANNIFIN CORPORATION
+$659.1K
9,850
-1%
增持
VT
VANGUARD TOTAL WORLD STOCK INDEX FUND
+$656.4K
12,213
+89%
增持
MO
ALTRIA GROUP INCORPORATED
-$651.3K
15,437
+125%
建仓
BKLN
INVESCO SENIOR LOAN ETF
+$647.7K
30,582
减持
AEP
AMERICAN ELEC PWR COMPANY INCORPORATED
-$642.1K
3,851
-70%
建仓
—
TECNOGLASS INC
+$639.8K
13,996
建仓
DDM
PROSHARES ULTRA DOW30
+$639.2K
8,070
增持
—
TRANE TECHNOLOGIES PLC SHS
+$636.3K
13,508
+17%
建仓
AOR
ISHARES TR GRWT ALLOCAT ETF
+$627.6K
11,800
增持
BX
BLACKSTONE INCORPORATED
+$622.9K
13,181
+536%
增持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$620.2K
11,712
+138%
建仓
HYG
ISHARES TR IBOXX HI YD ETF
+$609.1K
7,870
增持
SDY
SPDR S&P DIVIDEND ETF
+$605.6K
19,494
+22%
增持
HON
HONEYWELL INTERNATIONAL INCORPORATED
+$603.3K
19,338
+22%
减持
ARES
ARES MANAGEMENT CORPORATION CLASS A COM STK
-$601.4K
4,723
-58%
建仓
TKR
TIMKEN CO
+$601.4K
7,503
