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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 27
增持 31
减持 70
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$10.5M
32,921
-15%
减持
AAPL
APPLE INC
-$9.5M
251,106
-8%
减持
SPY
SPDR S&P 500 EXCHANGE TRADED FUND
-$8.1M
37,947
-36%
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
BITX
2X BITCOIN STRATEGY EXCHANGE TRADED FUND
+$6.7M
135,184
+554%
减持
TSLA
TESLA INC
-$6.6M
36,096
-31%
增持
MSTR
MICROSTRATEGY INC
+$6.1M
4,333
+115%
建仓
FBTC
FIDELITY WISE ORIGIN
+$4.5M
73,151
建仓
SCHG
SCHWAB US LARGE CAP
+$4.3M
46,408
建仓
IBIT
ISHARES BITCOIN EXCHANGE TRADED FUND
+$4.0M
98,411
减持
GLD
SPDR GOLD SHARES
-$3.9M
11,203
-65%
增持
META
META PLATFORMS INC
+$3.8M
28,335
+1%
减持
LMT
LOCKHEED MARTIN CORPORATION
-$3.6M
6,123
-57%
减持
BA
BOEING COMPANY
-$3.1M
13,872
-37%
减持
DIA
SPDR DOW JONES
-$3.1M
8,138
-51%
建仓
ESGU
ISHARES ESG AWARE MSCI
+$2.6M
22,980
减持
QQQ
INVESCO QQQ TR
-$2.5M
22,113
-27%
清仓
ESRT
EMPIRE ST RLTY TR INCORPORATED CLASS A REIT
-$2.5M
0
-100%
清仓
SCHM
SCHWAB U.S. MID-CAP ETF
-$2.3M
0
-100%
减持
APD
AIR PROD & CHEMICALS
-$2.1M
8,014
-46%
减持
HUM
HUMANA INC
-$2.0M
4,668
-42%
建仓
BUFF
INNOVATOR LADDERED ALLOCATION POWER BUFFER
+$1.9M
45,715
减持
TXN
TEXAS INSTRS INCORPORATED
-$1.5M
22,276
-30%
增持
CVX
CHEVRON CORP
+$1.5M
22,079
+63%
减持
PH
PARKER-HANNIFIN CORP
-$1.4M
5,570
-43%
增持
IVV
ISHARES CORE S&P 500
+$1.4M
17,546
+7%
增持
—
EXXON MOBIL CORPORATION
+$1.4M
45,531
+17%
减持
—
TRANE TECHNOLOGIES PLC SHS
-$1.4M
6,360
-53%
减持
NEE
NEXTERA ENERGY INC
-$1.3M
73,279
-26%
建仓
EWJ
ISHARES INCORPORATED MSCI JPN
+$1.3M
18,369
减持
LTCN
GRAYSCALE LITECOIN TRUST
+$1.3M
90,445
-35%
减持
GE
GENERAL ELECTRIC CO
+$1.3M
34,727
-8%
减持
LLY
ELI LILLY & COMPANY
+$1.3M
9,021
-9%
建仓
—
SUPER MICRO COMPUTER INCORPORATED
+$1.3M
1,248
减持
VB
VANGUARD SMALL CAP EXCHANGE TRADED FUND
-$1.3M
15,374
-31%
增持
BIL
SPDR BLOOMBERG 1 3 MNTH
+$1.2M
21,078
+180%
减持
INTC
INTEL CORPORATION
-$1.2M
52,186
-24%
减持
UNH
UNITEDHEALTH GRP INC
-$1.1M
14,456
-8%
减持
DVN
DEVON ENERGY CORP
-$1.1M
12,820
-67%
减持
HON
HONEYWELL INTL INC
-$1.1M
14,469
-25%
减持
GD
GENERAL DYNAMICS CORPORATION
-$1.1M
6,151
-43%
建仓
DKNG
DRAFTKINGS INC NEW
+$1.0M
22,728
减持
MTRN
MATERION CORP
-$1.0M
8,250
-49%
减持
PBT
PERMIAN BASIN ROYALTY TRUST
-$981.6K
55,006
-53%
减持
ADBE
ADOBE INC
-$968.4K
4,411
-18%
建仓
CALF
PACER US SMALL CAP CASH
+$966.9K
19,668
减持
VIG
VANGUARD DIVIDEND APPRECIATION
-$940.1K
15,246
-30%
减持
MAA
MID AMERICA APARTMENT CO
-$926.5K
20,391
-24%
增持
FNDX
SCHWAB FUNDAMENTAL US
-$922.6K
17,990
+7%
减持
GILD
GILEAD SCIENCES INC
-$920.2K
11,494
-47%
增持
PEP
PEPSICO INC
+$904.6K
10,973
+83%
减持
MSFT
MICROSOFT CORPORATION
-$900.5K
82,992
-13%
减持
ETHE
GRAYSCALE ETHEREUM TR ET
+$900.1K
184,136
-9%
清仓
GAP
GAP INC
-$899.2K
0
-100%
建仓
FIX
COMFORT SYSTEMS USA
+$897.8K
2,826
减持
AMT
AMERICAN TOWER CORPORATION NEW REIT
-$894.4K
5,205
-42%
增持
SPYM
SPDR PORTFOLIO S&P 500
+$878.4K
18,442
+302%
增持
AGG
ISHARES TR CORE US AGGBD EXCHANGE TRADED FUND
+$871.7K
25,730
+55%
减持
BRK/A
BERKSHIRE HATHAWAY
-$809.8K
3
-40%
建仓
TDIV
FIRST TRUST TECHNOLOGY DIVIDEND
+$795.3K
11,415
建仓
COWZ
PACER US CASH COWS 100 EXCHANGE TRADED FUND
+$793.5K
13,655
清仓
PEG
PUBLIC SVC ENTERPRISE GRP INCORPORATED
-$782.9K
0
-100%
减持
FAUG
FT VEST US EQU BUF EXCHANGE TRADED FUND
-$780.2K
14,787
-58%
建仓
DELL
DELL TECHNOLOGIES INC
+$763.2K
6,688
增持
OXY
OCCIDENTAL PETROLEUM CORP
+$753.7K
25,200
+70%
建仓
MBSF
REGAN FLOATING RATE MBS
+$752.0K
29,752
减持
ESS
ESSEX PROPERTY TR
-$744.5K
10,456
-22%
清仓
—
DUPONT DE NEMOURS INCORPORATED
-$743.9K
0
-100%
增持
IEFA
ISHARES CORE MSCI EAFE
+$741.1K
14,180
+220%
增持
BAC
BANK AMERICA CORPORATION
+$739.9K
79,458
+18%
减持
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
-$724.7K
9,957
-43%
增持
IWF
ISHARES RUSSELL 1000
+$714.7K
9,619
+15%
清仓
CME
CME GROUP INCORPORATED
-$698.8K
0
-100%
增持
GM
GENERAL MTRS COMPANY
+$685.5K
35,440
+38%
减持
ELV
ELEVANCE HEALTH INC
-$675.3K
8,923
-21%
增持
UBER
UBER TECHNOLOGIES INC
+$673.8K
22,001
+33%
清仓
TDW
TIDEWATER INCORPORATED NEW
-$669.1K
0
-100%
清仓
MELI
MERCADOLIBRE INCORPORATED
-$661.6K
0
-100%
清仓
BKLN
INVESCO SENIOR LOAN ETF
-$647.7K
0
-100%
清仓
CHTR
CHARTER COMMUNICATIONS INCORPORATED NEW CLASS A
-$645.2K
0
-100%
增持
BUFR
FT VEST FUND OF BUFFER
+$638.5K
33,919
+191%
减持
NFLX
NETFLIX INC
-$630.7K
8,139
-29%
减持
—
DESKTOP METAL INC
-$622.5K
1,569,287
-41%
增持
WMT
WALMART INCORPORATED
+$612.2K
53,407
+224%
减持
NVO
NOVO-NORDISK ADR
-$609.9K
14,369
-39%
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
-$605.8K
70,076
-12%
清仓
SOXL
DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES
-$605.6K
0
-100%
建仓
ESGD
ISHARES ESG AWARE MSCI
+$604.5K
7,564
减持
GOVT
ISHARES US TREASURY BOND
-$592.0K
69,778
-26%
减持
NULV
NUVEEN ESG LARGE CAP
-$584.6K
22,150
-45%
清仓
COR
CENCORA INCORPORATED
-$584.3K
0
-100%
减持
CAT
CATERPILLAR INC
-$583.2K
13,453
-28%
减持
KKR
KKR & COMPANY INCORPORATED
+$582.7K
33,953
-1%
增持
HYG
ISHARES IBOXX HIGH YIELD
+$575.6K
15,240
+94%
清仓
—
ENCORE WIRE CORP
-$575.4K
0
-100%
减持
GBTC
GRAYSCALE BITCOIN EXCHANGE TRADED FUND
+$572.4K
296,220
-43%
减持
SHEL
SHELL PLC SPON ADS
-$571.2K
3,917
-69%
建仓
SPDW
SPDR PORTFOLIO DVLPD
+$566.2K
15,798
建仓
HCA
HCA HEALTHCARE INCORPORATED
+$566.0K
1,697
增持
ABBV
ABBVIE INC
+$564.4K
19,232
+1%
减持
ARE
ALEXANDRIA REAL ESTATE EQ INCORPORATED REIT
-$562.6K
4,849
-48%
减持
VZ
VERIZON COMMUNICATIONS INCORPORATED
-$557.9K
53,905
-28%
减持
FR
FIRST INDUSTRIAL RLT
-$549.6K
9,998
-51%
清仓
WELL
WELLTOWER INCORPORATED REIT
-$549.6K
0
-100%
减持
XLY
SPDR FUND CONSUMER
-$544.7K
8,230
-28%
清仓
BABA
ALIBABA GROUP HLDG LIMITED SPONSORED ADS
-$544.4K
0
-100%
增持
COF
CAPITAL ONE FINL CORPORATION
+$543.8K
12,870
+23%
建仓
PFEB
INNOVATOR US COMMON STOCK
+$543.4K
15,908
减持
COST
COSTCO WHOLESALE CO
-$538.7K
5,712
-20%
建仓
SDVY
FIRST TRUST SMID CAP
+$536.5K
15,407
增持
AXP
AMERICAN EXPRESS COMPANY
+$534.8K
3,873
+109%
减持
GATX
GATX CORPORATION
-$534.7K
4,373
-53%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL
+$517.9K
16,396
+180%
清仓
—
IROBOT CORPORATION
-$510.0K
0
-100%
建仓
EPD
ENTERPRISE PRODUCTS PARTNERS L P
+$509.7K
17,466
减持
PLD
PROLOGIS INC.
-$504.2K
37,384
-7%
建仓
PDO
PIMCO DYNAMIC INCOME OPP
+$498.6K
37,858
建仓
VRT
VERTIV HOLDINGS CO
+$496.3K
6,077
减持
MTUM
ISHARES MSCI USA MOMNTUM
+$495.7K
19,117
-3%
减持
LHX
L3HARRIS TECHNOLOGIES INCORPORATED
-$493.5K
4,595
-34%
减持
KVUE
KENVUE INC
-$493.3K
20,852
-52%
减持
USMV
ISHARES MSCI USA MIN VOL
-$492.8K
50,196
-16%
建仓
WEC
WEC ENERGY GROUP INCORPORATED
+$487.3K
5,933
减持
CI
THE CIGNA GROUP
-$485.7K
2,029
-50%
减持
TIP
ISHARES TIPS BOND EXCHANGE TRADED FUND
-$483.3K
2,721
-62%
减持
NOW
SERVICE NOW INC
-$479.5K
3,693
-21%
清仓
MTB
M & T BK CORPORATION
-$478.5K
0
-100%
减持
GIS
GENERAL MILLS INC
-$476.7K
5,676
-58%
建仓
EXC
EXELON CORPORATION
+$473.0K
12,589
减持
AMZN
AMAZON.COM INC
-$468.3K
110,611
-18%
减持
NIO
NIO INCORPORATED SPON ADS
-$464.4K
51,209
-33%
增持
SMH
VANECK SEMICONDUCTOR
+$463.2K
9,159
+0%
清仓
CWEN
CLEARWAY ENERGY INCORPORATED CLASS C
-$461.5K
0
-100%
清仓
SPSC
SPS COMM INCORPORATED
-$459.8K
0
-100%
建仓
CWB
SPDR BLOOMBERG CONVERTIBLE SECURITIES
+$459.8K
6,295
增持
IJH
ISHARES CORE S&P MID-CAP
+$458.3K
17,360
+707%
减持
AMD
ADVANCED MICRO DEVICES INCORPORATED
+$454.8K
16,118
-3%
清仓
SCI
SERVICE CORPORATION INTERNATIONAL
-$450.2K
0
-100%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS
+$446.8K
34,008
+29%
减持
XEL
XCEL ENERGY INC
-$446.5K
5,575
-54%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH
+$445.5K
8,789
+117%
减持
—
EATON CORPORATION PLC SHS
+$440.0K
7,373
-5%
建仓
ARM
ARM HOLDINGS PLC SPONSORED ADR
+$440.0K
3,520
增持
IOO
ISHARES GLOBAL 100
+$435.1K
41,330
+2%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$428.3K
0
-100%
建仓
IMCG
ISHARES MORGSTAR MID CAP
+$426.6K
6,035
清仓
FNOV
FT VEST US EQUITY BUFFER ETF - NOVEMBER
-$425.1K
0
-100%
减持
TDG
TRANSDIGM GROUP INC
+$422.1K
2,222
-3%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT
+$421.4K
4,534
+106%
减持
UPS
UNITED PARCEL SRVC
-$420.8K
5,779
-29%
增持
SPMD
SPDR PORTFOLIO S&P 400
+$414.9K
13,072
+126%
