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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 17
增持 40
减持 78
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF IV
+$26.0M
80,663
+118%
减持
MSFT
MICROSOFT CORP
-$21.6M
72,206
-40%
清仓
LAMR
LAMAR ADVERTISING CO NEW
-$14.4M
0
-100%
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
VOO
VANGUARD S&P 500 ETF
+$12.1M
41,008
+118%
增持
QQQ
INVSC QQQ TRUST SRS 1 ETF
+$9.5M
57,310
+41%
减持
AMZN
AMAZON.COM INC
-$8.9M
103,229
-39%
增持
BITX
2X BITCOIN STRATEGY ETF
+$8.6M
288,112
+30%
减持
GOOG
ALPHABET INC
-$8.5M
37,819
-60%
增持
MSTR
MICROSTRATEGY INC
+$8.1M
53,838
+21%
减持
NVDA
NVIDIA CORP
-$7.8M
355,211
-22%
减持
AAPL
APPLE INC
-$7.1M
283,858
-16%
增持
DIA
SPDR DOW JONES INDUSTRIAL AVRG ETF
+$7.0M
18,824
+700%
减持
UNH
UNITEDHEALTH GROUP INC
-$6.5M
10,132
-49%
增持
SCHG
SCHWAB US LARGE CAP GROWTH ETF
+$6.4M
737,721
+442%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$6.3M
68,558
-29%
减持
LLY
ELI LILLY AND CO
-$6.2M
8,757
-40%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$6.1M
285,067
-4%
增持
SSO
PROSHARES ULTRA S&P500
+$5.7M
72,247
+563%
减持
META
META PLATFORMS INC
-$5.3M
22,741
-30%
减持
ABBV
ABBVIE INC
-$5.1M
12,333
-67%
减持
JPM
JPMORGAN CHASE & CO
-$4.8M
32,074
-46%
减持
GE
GE AEROSPACE
-$4.7M
7,947
-75%
增持
VB
VANGUARD SMALL CAP ETF
+$4.6M
29,204
+181%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$4.3M
33,328
+77%
增持
IOO
ISHARES GLOBAL 100 ETF
+$4.3M
89,040
+88%
清仓
DGRW
WISDOMTREE US QLT DIV
-$4.1M
0
-100%
增持
MTUM
ISHARES MSCI USA MOMNTUM FCT ETF
+$4.0M
38,302
+98%
减持
XLE
ENERGY SELECT SECTOR SPDR ETF
-$4.0M
8,874
-84%
减持
—
EXXON MOBIL CORP
-$3.9M
43,485
-41%
减持
MRK
MERCK & CO. INC.
-$3.9M
30,388
-50%
减持
VDC
VANGUARD CONSUMER STAPLES ETF
-$3.9M
7,421
-70%
减持
JNJ
JOHNSON & JOHNSON
-$3.8M
14,150
-61%
增持
PULS
PGIM ULTRA SHORT BOND ETF
+$3.8M
80,338
+1687%
清仓
—
SUPER MICRO COMPUTER INC
-$3.7M
0
-100%
减持
SO
SOUTHERN CO
-$3.7M
22,480
-63%
减持
NVO
NOVO-NORDISK
-$3.5M
8,822
-76%
减持
FXH
FIRST TRUST HEALTH CARE ALPHADEX ETF
-$3.4M
5,752
-84%
建仓
BRK/A
BERKSHIRE HATHAWAY INC
+$3.4M
5
减持
V
VISA INC
-$3.4M
15,712
-48%
减持
KKR
KKR & CO INC
-$3.4M
6,082
-81%
减持
PG
PROCTER & GAMBLE CO
-$3.4M
21,996
-46%
减持
GS
GOLDMAN SACHS GROUP INC
-$3.2M
4,452
-62%
建仓
SCHV
SCHWAB US LARGE CAP VALUE ETF
+$3.2M
122,638
减持
BIL
SPDR BLOOMBERG 1 3 MNTH T BLL ETF
-$3.2M
25,718
-57%
减持
HD
HOME DEPOT INC
-$3.1M
10,096
-42%
减持
NEE
NEXTERA ENERGY INC
-$3.0M
91,277
-19%
减持
IYJ
ISHARES US INDUSTRIALS ETF
-$3.0M
4,072
-85%
减持
KO
THE COCA-COLA CO
-$3.0M
51,280
-40%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$2.9M
43,297
+112%
增持
USMV
ISHARES MSCI USA MIN VOL FCTR ETF
+$2.9M
87,227
+64%
减持
INTU
INTUIT
-$2.9M
639
-88%
减持
BRK/B
BERKSHIRE HATHAWAY INC
-$2.8M
18,705
-23%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$2.7M
89,769
减持
NFLX
NETFLIX INC
-$2.7M
4,391
-53%
建仓
SLYG
SPDR S&P 600 SMALL CAP GROWTH ETF
+$2.7M
29,441
减持
TSLA
TESLA INC
+$2.6M
28,413
-16%
减持
FUTY
FIDELITY MSCI UTILITIES INDX ETF
-$2.6M
65,178
-41%
减持
TLT
ISHARES 20 PLS YEAR TREASURY BND ETF
-$2.6M
11,922
-67%
减持
TDG
TRANSDIGM GROUP INC
-$2.6M
213
-89%
建仓
BTC
GRAYSCALE BITCOIN MINI TRUST ETF
+$2.5M
60,747
增持
MDYG
SPDR S&P 400 MID CAP GROWTH ETF
+$2.5M
31,601
+1200%
建仓
BIZD
VANECK ETF TRUST VANECK BDC INCOME ETF
+$2.5M
152,206
减持
GOOGL
ALPHABET INC
-$2.5M
59,343
-29%
增持
FSK
FS KKR CAPITAL CORP
+$2.5M
224,593
+86%
减持
NOW
SERVICENOW INC
-$2.5M
1,243
-71%
清仓
DON
WISDOMTREE US MIDCAP
-$2.5M
0
-100%
增持
IMCG
ISHARES MORGSTAR MID CAP GRO ETF
+$2.4M
47,818
+199%
清仓
MPWR
MONOLITHIC PWR SYSTEMS INCORPORATED
-$2.4M
0
-100%
增持
JPST
JPMORGAN ULTRA SHORT INCOME ETF
+$2.4M
88,570
+116%
减持
ELV
ELEVANCE HEALTH INC
-$2.4M
8,705
-19%
增持
DLN
WISDOMTREE US LARGECAP DIVIDEND ETF
+$2.4M
60,232
+103%
减持
AMAT
APPLIED MATLS INC
-$2.3M
5,854
-64%
建仓
MDYV
SPDR S&P 400 MID CAP VALUE ETF
+$2.3M
29,083
减持
DHR
DANAHER CORP
-$2.3M
3,410
-69%
减持
TMO
THERMO FISHER SCIENTIFIC
-$2.3M
1,696
-67%
建仓
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
+$2.2M
25,648
减持
CVX
CHEVRON CORP NEW
-$2.2M
24,739
-37%
减持
VV
VANGUARD LARGE CAP ETF
-$2.2M
3,973
-68%
减持
HLT
HILTON WORLDWIDE HLDGS I
-$2.1M
969
-91%
增持
RWL
INVESCO S P 500 REVENUE ETF
+$2.1M
45,618
+89%
清仓
PFM
INVSC DIVIDEND ACHIEVERS
-$2.1M
0
-100%
减持
T
AT&T INC
-$2.1M
44,198
-69%
减持
FCOM
FIDELITY MSCI COMM SRV INDEX ETF
-$2.1M
6,591
-85%
建仓
—
ACRUENCE ACTIVE HEDGE U.S. EQUITY ETF
+$2.1M
97,195
减持
VGT
VANGUARD INFORMATION TECHNOLO ETF IV
-$2.1M
11,911
-26%
减持
—
CHUBB LTD
-$2.1M
1,628
-81%
增持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF IV
+$2.0M
94,420
+37%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$2.0M
7,823
-43%
减持
MA
MASTERCARD INC
-$2.0M
5,823
-43%
增持
PLTR
PALANTIR TECHNOLOGIES
+$1.9M
39,131
+44%
清仓
FTSD
FRANKLIN SHORT DURATION U.S. GOVERNMENT ETF
-$1.9M
0
-100%
增持
LNG
CHENIERE ENERGY INC
+$1.9M
13,745
+138%
减持
REGN
REGENERON PHARMACEUTICAL
-$1.9M
1,065
-57%
增持
OBDC
BLUE OWL CAPITAL CORPORATION COMMON STOCK
+$1.9M
258,931
+89%
减持
—
EATON CORP PLC
-$1.9M
13,326
-30%
建仓
MGK
VANGUARD MEGA CAP GROWTH ETF CRSP U S MEGA CAP GROWTH INDEX
+$1.9M
5,400
建仓
SPYD
SPDR S&P 500 HIGH DIVIDEND ETF
+$1.8M
42,171
增持
FPE
FIRST TRUST PREFERRED SEC INCOME ETF
+$1.8M
735,195
+19%
减持
VRTX
VERTEX PHARMACEUTICALS I
-$1.8M
575
-87%
增持
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
+$1.8M
27,293
+202%
减持
CDNS
CADENCE DESIGN SYS INC
-$1.7M
993
-87%
增持
BUFR
FT VEST LADDERED BUFFER ETF
+$1.7M
86,934
+181%
清仓
—
AON PLC SHS CL A
-$1.7M
0
-100%
增持
RDVY
FT RISING DIVIDEND ACHIEVERS ETF IV
+$1.7M
51,823
+126%
清仓
IDXX
IDEXX LABS INCORPORATED
-$1.7M
0
-100%
清仓
—
GRAYSCALE BITCOIN MINI
-$1.7M
0
-100%
减持
PLD
PROLOGIS INC REIT
-$1.7M
35,259
-18%
减持
ADBE
ADOBE INC
-$1.7M
4,331
-38%
减持
MAR
MARRIOTT INTL INC NEW
-$1.7M
993
-87%
减持
AMGN
AMGEN INC
-$1.7M
3,445
-57%
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$1.7M
64,017
+71%
建仓
UTES
VIRTUS REAVES UTILITIES ETF
+$1.6M
25,686
减持
CMG
CHIPOTLE MEXICAN GRILL I
-$1.6M
4,449
-86%
减持
WMT
WALMART INC
-$1.6M
55,543
-33%
减持
IBIT
ISHARES BITCOIN ETF
+$1.6M
99,447
-2%
减持
RTX
RTX CORP
-$1.6M
38,639
-23%
减持
WFC
WELLS FARGO & CO
-$1.6M
18,414
-64%
增持
IVV
ISHARES CORE S&P 500 ETF IV
+$1.6M
24,559
+10%
清仓
COF
CAPITAL ONE FINL CORPORATION
-$1.6M
0
-100%
增持
DFSV
DIMENSIONAL ETF TR DIMENSIONAL US SMALL CAP VALUE
+$1.5M
70,138
+251%
建仓
IAU
ISHARES GOLD ETF
+$1.5M
31,077
建仓
GPC
GENUINE PARTS CO
+$1.5M
13,151
减持
ORLY
O REILLY AUTOMOTIVE INC
-$1.5M
332
-80%
减持
LOW
LOWES COS INC
-$1.5M
6,056
-46%
减持
ADI
ANALOG DEVICES INC
-$1.5M
2,242
-74%
减持
TXN
TEXAS INSTRS INC
-$1.5M
26,941
-15%
减持
PM
PHILIP MORRIS INTL INC
-$1.5M
6,674
-65%
减持
PFE
PFIZER INC
-$1.5M
63,770
-42%
清仓
CL
COLGATE PALMOLIVE COMPANY
-$1.5M
0
-100%
增持
UPS
UNITED PARCEL SVC INC
+$1.5M
17,444
+228%
建仓
HYBL
SSGA ACTIVE TR SPDR BLACKSTONE HIGH INCOME ETF
+$1.5M
52,000
增持
MTZ
MASTEC INC
+$1.5M
28,498
+46%
建仓
TOTL
SPDR DOUBLELINE TTL RTRN TTCL ETF
+$1.5M
37,167
减持
VAW
VANGUARD MATERIALS ETF
-$1.5M
1,610
-81%
减持
GEV
GE VERNOVA INC
-$1.5M
2,482
-72%
减持
DUK
DUKE ENERGY CORP NEW
-$1.5M
20,338
-36%
减持
PEP
PEPSICO INC
-$1.4M
13,410
-35%
清仓
—
ARISTA NETWORKS INCORPORATED
-$1.4M
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$1.4M
6,359
-22%
增持
SPYG
SPDR S&P 500 GROWTH ETF
+$1.4M
27,351
+130%
清仓
POOL
POOL CORPORATION
-$1.4M
0
-100%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$1.4M
24,287
+100%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.4M
29,348
+34%
建仓
SHV
ISHARES SHORT TREASURY BOND ETF
+$1.4M
12,589
减持
CMCSA
COMCAST CORP
-$1.4M
13,458
-70%
增持
NOBL
PROSHARES S&P 500 DIV ARISTOCRAT ETF
+$1.4M
28,792
+105%
增持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$1.4M
32,634
+89%
清仓
HPQ
HP INCORPORATED
-$1.3M
0
-100%
增持
FTHI
FIRST TRUST EXCHANGE TRADED FUND VI FIRST TRUST BUYWRITE INCOME ETF
+$1.3M
85,400
+196%
减持
CCI
CROWN CASTLE INC REIT
-$1.3M
4,805
-67%
