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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 26
增持 103
减持 10
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$30.5M
488,008
+1382%
增持
AAPL
APPLE INCORPORATED
+$20.1M
299,798
+19%
增持
SPY
SPDR S&P 500 ETF
+$12.6M
59,619
+57%
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
+$12.6M
106,304
+28%
增持
AVGO
BROADCOM INCORPORATED
+$8.0M
8,436
+101%
增持
AMZN
AMAZON COM INCORPORATED
+$7.1M
139,800
+26%
增持
LLY
ELI LILLY & COMPANY
+$5.5M
13,799
+53%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$4.5M
76,575
+23%
增持
QQQ
INVESCO QQQ TR
+$4.2M
29,271
+32%
增持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$3.4M
76,782
+10%
增持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
+$3.3M
16,752
+106%
增持
META
META PLATFORMS INC
+$3.1M
33,357
+18%
增持
—
SUPER MICRO COMPUTER
+$3.0M
5,237
+320%
减持
GBTC
GRAYSCALE BITCOIN ETF
-$3.0M
295,282
-0%
增持
NEE
NEXTERA ENERGY INCORPORATED
+$2.8M
105,757
+44%
增持
COST
COSTCO WHOLESALE CORPORATION NEW
+$2.6M
8,040
+41%
增持
TXN
TEXAS INSTRUMENTS
+$2.5M
32,546
+46%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$2.3M
12,842
+102%
清仓
NET
CLOUDFLARE INC
-$2.3M
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$2.3M
45,401
+31%
增持
NVO
NOVO-NORDISK A S ADR
+$2.2M
28,557
+99%
增持
SSO
PROSHARES ULTRA S&P500
+$2.1M
69,671
+47%
增持
BITX
2X BITCOIN STRATEGY ETF
-$1.9M
166,175
+23%
清仓
BUFF
INNOVATOR LADDERED ALLOCATION POWER BUFFER
-$1.9M
0
-100%
增持
APD
AIR PRODUCTS & CHEMICALS INCORPORATED
+$1.9M
14,822
+85%
增持
GLD
SPDR GOLD SHARES
+$1.9M
19,334
+73%
增持
TSLA
TESLA INCORPORATED
+$1.8M
41,361
+15%
增持
IVV
ISHARES CORE S&P 500
+$1.8M
20,162
+15%
增持
SPDW
SPDR PORTFOLIO DVLPD
+$1.7M
65,911
+317%
增持
NFLX
NETFLIX INCORPORATED
+$1.7M
9,898
+22%
增持
PH
PARKER-HANNIFIN CORP
+$1.7M
9,491
+70%
增持
PFE
PFIZER INCORPORATED
+$1.7M
105,294
+127%
增持
CAT
CATERPILLAR INCORPORATED
+$1.6M
19,718
+47%
增持
DELL
DELL TECHNOLOGIES INC
+$1.6M
17,318
+159%
增持
LMT
LOCKHEED MARTIN CORPORATION
+$1.6M
9,439
+54%
增持
AMD
ADVANCED MICRO DEVICES INCORPORATED
+$1.6M
27,937
+73%
增持
GD
GENERAL DYNAMICS CORPORATION
+$1.6M
11,560
+88%
减持
LTCN
GRAYSCALE LITECOIN TRUST
-$1.6M
89,195
-1%
增持
QCOM
QUALCOMM INCORPORATED
+$1.6M
22,996
+31%
建仓
VGK
VANGUARD FTSE EUROPE ETF
+$1.6M
23,316
建仓
—
ACRUENCE ACTIVE HEDGE U.S. EQUITY ETF
+$1.5M
74,843
增持
BAC
BANK AMERICA CORPORATION
+$1.5M
113,647
+43%
增持
VB
VANGUARD SMALL-CAP ETF
+$1.5M
22,839
+49%
建仓
GEV
GE VERNOVA INCORPORATED
+$1.5M
8,474
增持
TLT
ISHARES 20 PLS YEAR
+$1.4M
18,679
+512%
增持
USMV
ISHARES TR MSCI USA MIN VOL
+$1.4M
66,940
+33%
增持
VOO
VANGUARD S&P 500 ETF
+$1.4M
8,400
+45%
清仓
—
DESKTOP METAL INC
-$1.4M
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INCORPORATED
+$1.4M
4,407
+160%
增持
RTX
RTX CORPORATION
+$1.4M
49,526
+34%
增持
SMH
VANECK SEMICONDUCTOR ETF
+$1.4M
13,100
+43%
增持
XLK
SPDR TECHNOLOGY SELECT SECTOR FUND
+$1.3M
11,992
+83%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.3M
22,476
+47%
减持
INTC
INTEL CORPORATION
-$1.3M
31,958
-39%
清仓
EWJ
ISHARES INCORPORATED MSCI JPN
-$1.3M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$1.3M
20,100
+23%
增持
DVY
ISHARES SELECT DIVIDEND
+$1.3M
21,957
+94%
增持
MAA
MID-AMER APT CMNTYS INCORPORATED REIT
+$1.3M
27,651
+36%
增持
SPYG
SPDR S&P 500 GROWTH ETF
+$1.3M
25,766
+132%
增持
ELV
ELEVANCE HEALTH INCORPORATED
+$1.2M
10,826
+21%
增持
SPYV
SPDR S&P 500 VALUE ETF
+$1.2M
31,033
+434%
增持
HUM
HUMANA INCORPORATED
+$1.2M
7,580
+62%
增持
MRK
MERCK & COMPANY INCORPORATED
+$1.2M
49,902
+32%
增持
BRK/A
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS A
+$1.2M
5
+67%
增持
FNDX
SCHWAB FUNDMNTL US LARGE
+$1.2M
18,984
+6%
增持
GS
GOLDMAN SACHS GROUP INCORPORATED
+$1.1M
11,558
+18%
增持
HON
HONEYWELL INTERNATIONAL INCORPORATED
+$1.1M
19,125
+32%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS
+$1.1M
9,409
+141%
建仓
SCHM
SCHWAB U.S. MID-CAP ETF
+$1.1M
14,152
建仓
BKLN
INVESCO SENIOR LOAN ETF
+$1.1M
50,195
增持
PG
PROCTER AND GAMBLE COMPANY
+$1.0M
25,345
+31%
建仓
RDIV
INVESCO S P ULTRA DIVIDEND REVENUE
+$987.0K
22,031
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$973.8K
52,328
+13%
增持
TPL
TEXAS PACIFIC LAND CORP
+$969.9K
4,221
+15%
增持
—
EXXON MOBIL CORPORATION
+$964.0K
54,348
+19%
建仓
BDJ
BLACKROCK ENHANCED EQUITY DIVIDEND
+$934.2K
114,342
增持
DVN
DEVON ENERGY CORPORATION NEW
+$933.8K
33,272
+160%
建仓
—
DUPONT DE NEMOURS INCORPORATED
+$931.6K
11,573
增持
CMG
CHIPOTLE MEXICAN GRILL INCORPORATED
+$927.6K
42,551
+7016%
增持
—
ARISTA NETWORKS INCORPORATED
+$874.6K
4,079
+113%
增持
NULV
NUVEEN ESG LARGE CAP
+$867.2K
45,725
+106%
增持
BA
BOEING COMPANY
+$861.8K
19,444
+40%
减持
TQQQ
PROSHARES ULTRAPRO QQQ
-$843.2K
10,589
-60%
增持
NULG
NUVEEN ESG LARGE CAP
+$842.6K
25,727
+58%
增持
HD
HOME DEPOT INCORPORATED
+$841.4K
14,651
+34%
增持
WMT
WALMART INCORPORATED
+$835.9K
59,805
+12%
增持
ESS
ESSEX PROPERTY TR
+$835.7K
12,474
+19%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$829.1K
3,862
+90%
减持
DKNG
DRAFTKINGS INCORPORATED NEW COM CLASS A
-$823.3K
5,471
-76%
建仓
VEGN
US VEGAN CLIMATE ETF
+$801.8K
16,579
增持
IRM
IRON MTN INC NEW
+$801.6K
13,299
+173%
增持
QUAL
ISHARES MSCI USA QLTY
+$797.4K
7,695
+145%
增持
JNJ
JOHNSON & JOHNSON
+$787.7K
29,557
+32%
清仓
VICI
VICI PROPERTIES INC
-$785.5K
0
-100%
建仓
SPSM
SPDR PORTFOLIO S&P 600
+$778.6K
18,747
减持
CVS
CVS HEALTH CORPORATION
-$772.1K
20,076
-18%
建仓
—
SHARKNINJA INC F
+$756.0K
10,060
增持
FBTC
FIDELITY WISE ORIGIN
+$754.3K
100,916
+38%
增持
ORCL
ORACLE CORPORATION
+$752.7K
16,171
+33%
增持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$736.1K
55,284
+21%
建仓
SCHK
SCHWAB 1000 INDEX ETF
+$733.6K
14,018
增持
VTI
VANGUARD TOTAL STOCK
+$727.6K
14,764
+19%
建仓
NU
NU HOLDINGS LTD
+$719.9K
55,850
减持
IBIT
ISHARES BITCOIN ETF
-$716.1K
95,683
-3%
建仓
WDC
WESTERN DIGITAL CORP
+$710.1K
9,372
增持
ISRG
INTUITIVE SURGICAL
+$705.3K
3,840
+53%
增持
SPEM
SPDR INDEX SHARES EMERG
+$705.0K
27,730
+196%
减持
BMY
BRISTOL-MYERS SQUIBB COMPANY
-$704.8K
42,764
-7%
增持
AMAT
APPLIED MATLS INCORPORATED
+$704.3K
11,088
+20%
清仓
SPXL
DIREXION DAILY S&P 500
-$697.1K
0
-100%
建仓
—
SPOTIFY TECHNOLOGY S A SHS
+$678.7K
2,163
增持
SGOV
ISHARES 0 TO 3 MNTH
+$674.8K
16,400
+69%
增持
MMM
3M COMPANY
+$674.7K
14,355
+92%
增持
DLR
DIGITAL RLTY TR INCORPORATED REIT
+$665.6K
10,604
+61%
建仓
—
ROYAL CARIBBEAN GROUP
+$664.2K
4,166
增持
GILD
GILEAD SCIENCES INCORPORATED
+$661.0K
21,906
+91%
增持
CVX
CHEVRON CORPORATION NEW
+$660.3K
26,486
+20%
增持
IVW
ISHARES S&P 500 GROWTH
+$657.7K
10,475
+184%
建仓
COR
CENCORA INCORPORATED
+$654.7K
2,905
增持
PLTR
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
+$653.8K
38,906
+170%
增持
IJH
ISHARES TR CORE S&P MCP ETF
+$641.6K
28,982
+67%
清仓
AOR
ISHARES CORE GROWTH ALLOCATION
-$640.2K
0
-100%
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$635.9K
13,978
+81%
建仓
CEG
CONSTELLATION ENERGY CORPORATION
+$635.5K
3,173
增持
AMLP
ALPS ALERIAN MLP ETF
+$635.4K
23,237
+130%
清仓
—
TECNOGLASS INC F
-$630.2K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
+$630.2K
70,127
+30%
建仓
IGIB
ISHARES TRT IS 5-10 INV
+$624.3K
12,179
清仓
DDM
PROSHARES ULTRA DOW30
-$620.4K
0
-100%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$617.9K
1,923
-45%
增持
MSTR
MICROSTRATEGY INC
-$612.8K
4,917
+13%
增持
EQWL
INVESCO S AND P 100 EQL
+$612.7K
17,114
+62%
建仓
FNOV
FIRST TR EXCHANGE TRADED FD
+$607.6K
13,200
建仓
—
DESKTOP METAL INC
+$606.7K
146,891
清仓
GSLC
GOLDMAN SACHS ACTVBETA
-$605.6K
0
-100%
增持
MU
MICRON TECHNOLOGY INCORPORATED
+$602.9K
16,896
+23%
建仓
—
CRH PUBLIC LIMITED CO F
+$590.6K
7,877
增持
—
EATON CORPORATION PLC SHS
+$567.7K
9,163
+24%
清仓
BCHG
GRAYSCALE BITCOIN CASH T
-$566.5K
0
-100%
增持
AGG
ISHARES CORE U S AGGREGATE BD
+$555.1K
31,680
+23%
减持
JBHT
HUNT J B TRANS SVCS INCORPORATED
-$546.0K
3,367
-38%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$539.3K
15,102
+4%
建仓
IDV
ISHARES TR INTL SEL DIV ETF
+$533.2K
19,269
建仓
—
ENCORE WIRE CORP
+$532.7K
1,838
建仓
DYNF
BLACKROCK US EQY FCTR
+$527.7K
11,242
建仓
—
AZEK CO INC
+$522.5K
12,403
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
+$510.0K
23,698
+23%
增持
GATX
GATX CORPORATION
+$508.9K
8,273
+89%
增持
ARE
ALEXANDRIA REAL ESTATE EQ INCORPORATED REIT
+$504.8K
9,660
+99%
增持
LHX
L3HARRIS TECHNOLOGIES INCORPORATED
+$501.0K
6,591
+43%
