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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 35
增持 90
减持 11
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INCORPORATED
+$15.0M
336,881
+12%
建仓
LAMR
LAMAR ADVERTISING CO NEW
+$14.4M
108,071
减持
SPY
SPDR S&P 500 ETF
-$11.2M
37,076
-38%
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
FPE
FIRST TRUST PREFERRED
+$10.7M
619,195
+1990%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$8.9M
136,132
+160%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$8.0M
16,159
+536%
增持
VTV
VANGUARD VALUE ETF
+$7.1M
43,601
+1163%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$6.7M
96,754
+408%
建仓
FBND
FIDELITY TOTAL BOND ETF
+$6.4M
136,288
增持
QQQ
INVESCO QQQ TR
+$5.8M
40,575
+39%
建仓
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
+$5.8M
111,117
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$5.7M
18,854
+124%
减持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
-$5.6M
2,352
-86%
减持
NVDA
NVIDIA CORPORATION
-$4.8M
456,730
-6%
减持
SSO
PROSHARES ULTRA S&P500
-$4.8M
10,891
-84%
增持
VDC
VANGUARD CONSUMER STAPLES ETF
+$4.6M
24,896
+532%
增持
MSFT
MICROSOFT CORPORATION
+$4.5M
120,980
+14%
增持
AMZN
AMAZON COM INCORPORATED
+$4.5M
169,205
+21%
建仓
DGRW
WISDOMTREE US QLT DIV
+$4.1M
49,743
建仓
FXH
FIRST TRUST HEALTH CARE ALPHADEX FUND
+$4.0M
35,989
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$3.9M
19,872
+32%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$3.9M
60,059
+238%
增持
XLE
SPDR ENERGY SELECT SECTOR FUND
+$3.9M
54,045
+463%
增持
SO
SOUTHERN COMPANY
+$3.6M
61,076
+150%
建仓
IYJ
ISHARES TR US INDUSTRIALS
+$3.6M
26,665
增持
ABBV
ABBVIE INCORPORATED
+$3.5M
37,072
+66%
增持
KO
COCA COLA COMPANY
+$3.4M
86,105
+99%
增持
—
EATON CORPORATION PLC SHS
+$3.4M
18,953
+107%
增持
XLF
SPDR FINANCIAL SELECT SECTOR FUND
+$3.4M
92,508
+376%
增持
JPM
JPMORGAN CHASE & CO
+$3.3M
59,360
+31%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$3.1M
59,818
+605%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$3.1M
24,446
+22%
清仓
BRK/A
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS A
-$3.1M
0
-100%
增持
PG
PROCTER AND GAMBLE COMPANY
+$2.9M
40,813
+61%
增持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
+$2.7M
68,966
+61%
增持
VV
VANGUARD LARGE CAP ETF
+$2.6M
12,278
+400%
建仓
FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
+$2.6M
40,900
增持
WMT
WALMART INCORPORATED
+$2.6M
82,311
+38%
增持
CAT
CATERPILLAR INCORPORATED
+$2.6M
23,339
+18%
减持
VB
VANGUARD SMALL-CAP ETF
-$2.5M
10,377
-55%
建仓
FCOM
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF
+$2.5M
44,714
建仓
DON
WISDOMTREE US MIDCAP
+$2.5M
48,037
建仓
JPIE
JPMORGAN INCOME ETF
+$2.4M
52,170
建仓
MTZ
MASTEC INCORPORATED
+$2.4M
19,550
建仓
MNA
NYLI Merger Arbitrage ETF
+$2.3M
71,406
增持
—
EXXON MOBIL CORPORATION
+$2.3M
73,439
+35%
增持
AGG
ISHARES TR CORE US AGGBD ET
+$2.3M
53,281
+68%
增持
VO
VANGUARD MID-CAP ETF
+$2.1M
13,440
+127%
建仓
PFM
INVSC DIVIDEND ACHIEVERS
+$2.1M
45,124
增持
RWL
INVESCO S&P 500 REVENUE ETF
+$2.1M
24,077
+748%
增持
NEE
NEXTERA ENERGY INCORPORATED
+$2.1M
113,331
+7%
增持
HD
HOME DEPOT INCORPORATED
+$2.0M
17,407
+19%
建仓
IWP
ISHARES TR RUS MD CP GR ETF
+$2.0M
16,835
增持
MCD
MCDONALDS CORPORATION
+$2.0M
10,866
+106%
增持
LOW
LOWES COMPANIES INCORPORATED
+$1.9M
11,133
+127%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$1.9M
21,568
+751%
增持
CGUS
CAPITAL GROUP CORE
+$1.9M
63,090
+654%
增持
IYW
ISHARES TR U.S. TECH ETF
+$1.9M
14,447
+622%
清仓
LTCN
GRAYSCALE LITECOIN TRUST
-$1.9M
0
-100%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$1.9M
108,718
+34%
增持
TLT
ISHARES 20 PLS YEAR
+$1.9M
36,671
+96%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$1.9M
22,351
+11%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
+$1.8M
33,684
+604%
减持
ETHE
GRAYSCALE ETHEREUM TR ET
-$1.8M
160,384
-5%
减持
META
META PLATFORMS INCORPORATED CLASS A
+$1.8M
32,519
-3%
建仓
VAW
VANGUARD MATERIALS ETF
+$1.8M
8,354
减持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
-$1.7M
29,622
-46%
建仓
—
GRAYSCALE BITCOIN MINI
+$1.7M
300,629
增持
IWF
ISHARES TR RUS 1000 GRW ETF
+$1.6M
13,701
+43%
建仓
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$1.6M
6,106
清仓
—
FIRST TRUST HIGH INCOME
-$1.6M
0
-100%
增持
SDY
SPDR S&P DIVIDEND ETF
+$1.6M
30,693
+43%
建仓
PDCC
PEARL DIVER CREDIT CO IN
+$1.6M
80,920
增持
CVX
CHEVRON CORPORATION NEW
+$1.6M
39,137
+48%
增持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$1.6M
93,836
+22%
建仓
ACP
ABRDN INCOME CREDIT STRA
+$1.6M
241,121
增持
DGRO
ISHARES TR CORE DIV GRWTH
+$1.6M
48,286
+93%
增持
JNJ
JOHNSON & JOHNSON
+$1.6M
36,378
+23%
清仓
VGK
VANGUARD FTSE EUROPE ETF
-$1.6M
0
-100%
清仓
—
ACRUENCE ACTIVE HEDGE U.S. EQUITY ETF
-$1.5M
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
+$1.5M
15,496
+42%
增持
EFG
ISHARES TR EAFE GRWTH ETF
+$1.5M
25,666
+110%
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$1.5M
60,471
+118%
建仓
DFAX
DIMENSIONAL ETF TRUST WORLD EX U S CORE EQUITY 2 ETF
+$1.4M
52,340
清仓
BIZD
VANECK ETF TRUST
-$1.4M
0
-100%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.4M
18,809
+27%
建仓
AOR
ISHARES CORE GROWTH ALLOCATION
+$1.3M
22,339
增持
HDV
ISHARES CORE HIGH
+$1.3M
14,966
+256%
建仓
CME
CME GROUP INCORPORATED
+$1.3M
5,887
增持
NOC
NORTHROP GRUMMAN CORPORATION
+$1.3M
2,844
+484%
建仓
STT
STATE STR CORPORATION
+$1.3M
14,475
增持
LMT
LOCKHEED MARTIN CORPORATION
+$1.3M
9,733
+3%
建仓
PFFR
INFRACAP REIT PREFERRED ETF
+$1.3M
64,115
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
+$1.3M
31,599
+33%
增持
ARKK
ARK ETF TRUST INNOVATION ETF
+$1.2M
30,927
+393%
清仓
IRM
IRON MTN INC NEW
-$1.2M
0
-100%
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$1.2M
59,946
+42%
清仓
FIX
COMFORT SYSTEMS USA
-$1.2M
0
-100%
增持
V
VISA INCORPORATED COM CLASS A
+$1.1M
30,424
+11%
减持
PH
PARKER-HANNIFIN CORP
+$1.1M
9,393
-1%
建仓
COKE
COCA COLA CONS INCORPORATED
+$1.1M
859
增持
ORLY
OREILLY AUTOMOTIVE INCORPORATED
+$1.1M
1,665
+123%
建仓
EIPI
FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF
+$1.1M
58,143
增持
RTX
RTX CORPORATION
+$1.1M
50,270
+2%
增持
VCLT
VANGUARD LONG TERM COR
+$1.1M
18,844
+239%
增持
PEP
PEPSICO INCORPORATED
+$1.1M
20,516
+42%
清仓
GATX
GATX CORPORATION
-$1.1M
0
-100%
减持
SPYG
SPDR S&P 500 GROWTH ETF
-$1.1M
11,903
-54%
增持
HCA
HCA HEALTHCARE INCORPORATED
+$1.1M
4,871
+73%
增持
—
CHUBB LIMITED
+$1.1M
8,729
+54%
清仓
BKLN
INVESCO SENIOR LOAN ETF
-$1.1M
0
-100%
增持
MA
MASTERCARD INCORPORATED CLASS A
+$1.1M
10,212
+13%
增持
BITX
2X BITCOIN STRATEGY ETF
+$1.1M
221,714
+33%
增持
RDVY
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
+$1.1M
22,896
+311%
建仓
TLH
ISHARES 10-20 YEAR TSURY
+$1.0M
9,599
建仓
FXU
FIRST TRUST UTILITIES ALPHADEX FUND
+$1.0M
27,146
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$1.0M
4,602
+139%
建仓
LNG
CHENIERE ENERGY INCORPORATED COM NEW
+$1.0M
5,785
增持
ORCL
ORACLE CORPORATION
+$1.0M
19,506
+21%
增持
SBUX
STARBUCKS CORPORATION
+$1.0M
18,383
+90%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$1.0M
16,554
+81%
增持
APD
AIR PRODUCTS & CHEMICALS INCORPORATED
+$1.0M
16,289
+10%
增持
SPDW
SPDR PORTFOLIO DVLPD
+$1.0M
88,828
+35%
增持
KKR
KKR & COMPANY INCORPORATED
+$1.0M
32,866
+6%
增持
REGN
REGENERON PHARMACEUTICALS
+$1.0M
2,496
+63%
增持
IWM
ISHARES TR RUSSELL 2000 ETF
+$991.9K
9,453
+75%
清仓
HYG
ISHARES TR IBOXX HI YD ETF
-$986.8K
0
-100%
增持
VHT
VANGUARD HEALTH CARE ETF
+$953.8K
6,695
+91%
清仓
—
DUPONT DE NEMOURS INCORPORATED
-$931.6K
0
-100%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$930.7K
24,458
+73%
增持
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
+$929.4K
18,944
+40%
建仓
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
+$928.2K
9,049
建仓
ADSK
AUTODESK INCORPORATED
+$914.9K
3,322
减持
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
-$909.7K
14,037
-44%
建仓
VBR
VANGUARD SMALL-CAP VALUE ETF
+$903.6K
4,501
增持
CI
THE CIGNA GROUP
+$897.1K
6,101
+66%
建仓
MARM
FT VEST U.S. EQUITY MAX BUFFER ETF-MARCH
+$891.5K
29,276
增持
ADBE
ADOBE INCORPORATED
+$884.9K
6,953
+42%
增持
CVS
CVS HEALTH CORPORATION
+$880.1K
33,043
+65%
增持
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$878.1K
62,446
+36%
增持
AFL
AFLAC INCORPORATED
+$865.0K
12,178
+120%
清仓
SPHQ
INVESCO S&P 500 QUALITY ETF
-$855.9K
0
-100%
增持
VUG
VANGUARD GROWTH ETF
+$846.5K
5,343
+66%
建仓
MAS
MASCO CORPORATION
+$844.5K
10,061
增持
AEP
AMERICAN ELEC PWR COMPANY INCORPORATED
+$843.5K
12,075
+168%
增持
—
SPOTIFY TECHNOLOGY S A F
+$837.4K
4,114
+90%
清仓
IAU
ISHARES GOLD TRUST
-$836.3K
0
-100%
建仓
WDAY
WORKDAY INCORPORATED CLASS A
+$824.6K
3,378
增持
GEV
GE VERNOVA INCORPORATED
+$823.4K
8,934
+5%
增持
AMT
AMERICAN TOWER CORPORATION NEW REIT
+$822.0K
9,913
+30%
