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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 4
增持 143
减持 3
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INCORPORATED
+$538.3M
2,731,998
+862%
增持
SPY
SPDR S&P 500 ETF
+$146.7M
346,027
+329%
增持
NVDA
NVIDIA CORPORATION
+$117.9M
1,512,362
+326%
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
+$117.9M
390,094
+440%
增持
AMZN
AMAZON COM INCORPORATED
+$71.7M
492,580
+377%
增持
META
META PLATFORMS INCORPORATED CLASS A
+$61.4M
128,123
+463%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$34.0M
289,506
+388%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$31.2M
81,160
+230%
增持
QQQ
INVESCO QQQ TR
+$23.3M
112,070
+96%
增持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
+$21.9M
336,755
+257%
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$21.9M
85,557
+109%
增持
TSLA
TESLA INCORPORATED
+$20.6M
121,362
+327%
增持
GLD
SPDR GOLD SHARES
+$20.3M
86,688
+353%
增持
MTUM
ISHARES TR MSCI USA MMENTM
+$18.5M
129,699
+239%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$17.1M
1,504,568
+104%
增持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$16.9M
152,570
+303%
增持
WMT
WALMART INCORPORATED
+$16.5M
242,746
+337%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$16.3M
573,398
+101%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$15.6M
91,611
+175%
增持
DVY
ISHARES TR SELECT DIVID ETF
+$15.1M
154,578
+257%
增持
—
EXXON MOBIL CORPORATION
+$15.0M
165,302
+280%
增持
FSK
FS KKR CAP CORPORATION
+$14.4M
902,203
+302%
增持
JPM
JPMORGAN CHASE & COMPANY.
+$14.0M
88,822
+177%
增持
PLTR
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
+$13.9M
199,782
+411%
增持
IOO
ISHARES GLOBAL 100 ETF
+$13.1M
228,398
+157%
增持
USMV
ISHARES TR MSCI USA MIN VOL
+$12.5M
216,523
+148%
增持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$11.4M
37,362
+100%
增持
CAT
CATERPILLAR INCORPORATED
+$10.3M
56,284
+146%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$9.7M
918,340
+255%
增持
BA
BOEING COMPANY
+$9.3M
77,758
+254%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
+$9.2M
52,272
+203%
增持
LMT
LOCKHEED MARTIN CORPORATION
+$8.8M
30,495
+204%
增持
MCD
MCDONALDS CORPORATION
+$8.7M
35,804
+312%
增持
VTV
VANGUARD VALUE ETF
+$8.5M
86,692
+126%
增持
COST
COSTCO WHOLESALE CORPORATION NEW
+$8.4M
14,995
+136%
增持
V
VISA INCORPORATED COM CLASS A
+$8.3M
37,878
+141%
增持
QCOM
QUALCOMM INCORPORATED
+$8.2M
80,886
+194%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$8.2M
71,832
+145%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$8.1M
248,985
+133%
增持
AGG
ISHARES TR CORE US AGGBD ET
+$7.8M
137,752
+130%
增持
PG
PROCTER AND GAMBLE COMPANY
+$7.5M
65,449
+198%
增持
HD
HOME DEPOT INCORPORATED
+$7.4M
31,067
+208%
增持
AMD
ADVANCED MICRO DEVICES INCORPORATED
+$7.2M
108,532
+235%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
+$7.2M
214,855
+232%
增持
LLY
ELI LILLY & COMPANY
+$6.7M
16,368
+87%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$6.6M
457,844
+363%
增持
TPL
TEXAS PACIFIC LAND CORPORATION
+$6.4M
8,018
+112%
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$6.3M
142,174
+233%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$6.2M
21,676
+114%
增持
MO
ALTRIA GROUP INCORPORATED
+$6.2M
125,027
+455%
增持
—
SPOTIFY TECHNOLOGY S A SHS
+$6.1M
14,754
+232%
增持
ABBV
ABBVIE INCORPORATED
+$6.0M
39,419
+220%
增持
TLT
ISHARES TR 20 YR TR BD ETF
+$6.0M
77,290
+548%
增持
MSTR
MICROSTRATEGY INCORPORATED CLASS A NEW
+$5.9M
74,246
+38%
增持
AVGO
BROADCOM INCORPORATED
+$5.9M
110,690
+103%
增持
XLF
SPDR FINANCIAL SELECT SECTOR FUND
+$5.8M
197,472
+137%
增持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
+$5.8M
32,818
+74%
减持
SSO
PROSHARES ULTRA S&P500
-$5.7M
11,691
-84%
增持
RTX
RTX CORPORATION
+$5.7M
76,796
+99%
增持
NEE
NEXTERA ENERGY INCORPORATED
+$5.5M
170,300
+87%
增持
SDY
SPDR S&P DIVIDEND ETF
+$5.5M
79,412
+100%
增持
BUFR
FT VEST LADDERED BUFFER ETF
+$5.5M
274,013
+215%
增持
PFE
PFIZER INCORPORATED
+$5.5M
290,246
+355%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$5.5M
168,430
+106%
增持
IBIT
ISHARES BITCOIN TRUST ETF SHS BEN INT
+$5.3M
225,368
+127%
增持
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
+$5.3M
38,244
+473%
增持
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$5.2M
181,854
+143%
增持
CVX
CHEVRON CORPORATION NEW
+$5.2M
52,326
+112%
增持
IAU
ISHARES GOLD TR ISHARES NEW
+$5.2M
113,931
+267%
增持
BAC
BANK AMERICA CORPORATION
+$5.1M
212,281
+150%
增持
ORCL
ORACLE CORPORATION
+$5.1M
58,566
+210%
增持
PH
PARKER-HANNIFIN CORPORATION
+$5.0M
17,984
+94%
增持
KO
COCA COLA COMPANY
+$5.0M
114,717
+124%
增持
PEP
PEPSICO INCORPORATED
+$5.0M
47,177
+252%
增持
FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
+$5.0M
125,658
+170%
增持
NFLX
NETFLIX INCORPORATED
+$4.9M
9,508
+117%
增持
SLV
ISHARES SILVER TR ISHARES
+$4.9M
187,968
+477%
增持
GS
GOLDMAN SACHS GROUP INCORPORATED
+$4.9M
13,668
+207%
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$4.8M
75,554
+184%
增持
RWL
INVESCO S&P 500 REVENUE ETF
+$4.7M
92,240
+102%
增持
JNJ
JOHNSON & JOHNSON
+$4.7M
42,128
+198%
增持
BRK/A
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS A
+$4.6M
10
+100%
增持
DIS
DISNEY WALT COMPANY
+$4.6M
63,767
+324%
增持
OKE
ONEOK INCORPORATED NEW
+$4.4M
58,786
+305%
增持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$4.3M
84,035
+158%
增持
SGOV
ISHARES TR 0-3 MNTH TREASRY
+$4.3M
56,208
+323%
建仓
LB
LANDBRIDGE COMPANY LLC CLASS A SHARES REPRESENTING LIMITED LIABILITY CMPNY INTRS
+$4.3M
59,510
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$4.3M
61,199
+152%
增持
BMY
BRISTOL-MYERS SQUIBB COMPANY
+$4.3M
116,395
+138%
增持
CIBR
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF
+$4.2M
86,516
+349%
增持
TDIV
FIRST TRUST EXCHANGE TRADED FUND VI FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX
+$4.2M
86,672
+212%
增持
RDVY
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
+$4.2M
124,031
+139%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$4.2M
142,236
+122%
减持
FBND
FIDELITY TOTAL BOND ETF
-$4.1M
22,958
-80%
增持
MAA
MID-AMER APT CMNTYS INCORPORATED REIT
+$4.1M
48,484
+87%
增持
GILD
GILEAD SCIENCES INCORPORATED
+$4.1M
48,715
+234%
增持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$4.1M
202,988
+108%
增持
TXN
TEXAS INSTRS INCORPORATED
+$4.0M
50,206
+86%
增持
DE
DEERE & COMPANY
+$3.9M
11,566
+214%
增持
VB
VANGUARD SMALL-CAP ETF
+$3.9M
49,278
+69%
增持
VUG
VANGUARD GROWTH ETF
+$3.9M
19,429
+139%
增持
APD
AIR PRODUCTS & CHEMICALS INCORPORATED
+$3.9M
27,127
+90%
增持
ABT
ABBOTT LABS
+$3.8M
38,100
+259%
增持
CRM
SALESFORCE INCORPORATED
+$3.8M
23,926
+206%
增持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$3.8M
107,228
+78%
增持
SBUX
STARBUCKS CORPORATION
+$3.8M
52,560
+254%
增持
MA
MASTERCARD INCORPORATED CLASS A
+$3.8M
12,494
+115%
增持
PULS
PGIM ULTRA SHORT BOND ETF
+$3.7M
154,774
+93%
建仓
HE
HAWAIIAN ELEC INDUSTRIES
+$3.7M
336,014
增持
GE
GE AEROSPACE COM NEW
+$3.6M
24,323
+206%
增持
PAVE
GLOBAL X US INFRA DVLPMNT ETF
+$3.5M
145,776
+194%
增持
EFG
ISHARES TR EAFE GRWTH ETF
+$3.5M
63,253
+119%
建仓
RKT
ROCKET COMPANIES INCORPORATED COM CLASS A
+$3.5M
280,894
增持
UBER
UBER TECHNOLOGIES INCORPORATED
+$3.5M
62,737
+239%
增持
IWF
ISHARES TR RUS 1000 GRW ETF
+$3.4M
18,151
+132%
增持
ELV
ELEVANCE HEALTH INCORPORATED
+$3.4M
15,296
+76%
增持
INTC
INTEL CORPORATION
+$3.4M
201,288
+258%
增持
MRK
MERCK & COMPANY INCORPORATED
+$3.3M
71,465
+135%
增持
VDC
VANGUARD CONSUMER STAPLES ETF
+$3.3M
22,384
+202%
增持
SCHV
SCHWAB US LARGE CAP VALUE ETF
+$3.3M
244,714
+100%
增持
CVS
CVS HEALTH CORPORATION
+$3.3M
63,010
+182%
增持
IJH
ISHARES TR CORE S&P MCP ETF
+$3.2M
123,374
+93%
增持
IMCG
ISHARES TR MRGSTR MD CP GRW
+$3.2M
95,610
+100%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$3.2M
22,678
+89%
增持
BITX
2X BITCOIN STRATEGY ETF
+$3.2M
509,488
+77%
增持
ESS
ESSEX PROPERTY TR INCORPORATED REIT
+$3.2M
21,934
+76%
增持
LNG
CHENIERE ENERGY INCORPORATED COM NEW
+$3.1M
26,362
+92%
增持
MU
MICRON TECHNOLOGY INCORPORATED
+$3.1M
46,255
+320%
增持
PLD
PROLOGIS INCORPORATED. REIT
+$3.1M
61,462
+74%
增持
VHT
VANGUARD HEALTH CARE ETF
+$3.1M
17,637
+202%
增持
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
+$3.1M
63,032
+131%
建仓
SJT
SAN JUAN BASIN RTY T ROYALTY TRUST
+$3.1M
558,070
增持
SMH
VANECK SEMICONDUCTOR ETF
+$3.0M
30,240
+118%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
+$3.0M
42,911
+111%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$3.0M
58,616
+128%
增持
T
AT&T INCORPORATED
+$3.0M
140,744
+218%
增持
GD
GENERAL DYNAMICS CORPORATION
+$3.0M
22,831
+85%
减持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
-$2.9M
8,644
-85%
增持
IYW
ISHARES TR U.S. TECH ETF
+$2.9M
37,821
+146%
增持
SO
SOUTHERN COMPANY
+$2.9M
51,406
+129%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS L P
+$2.9M
106,839
+323%
增持
LQD
ISHARES TR IBOXX INV CP ETF
+$2.8M
37,859
+210%
增持
MTZ
MASTEC INCORPORATED
+$2.8M
56,996
+100%
增持
XLK
SPDR TECHNOLOGY SELECT SECTOR FUND
+$2.7M
29,472
+105%
增持
MDYV
SPDR S&P 400 MID CAP VALUE ETF
+$2.7M
65,038
+124%
增持
AMLP
ALERIAN MLP ETF
+$2.7M
69,694
+247%
增持
DFAX
DIMENSIONAL ETF TRUST WORLD EX U S CORE EQUITY 2 ETF
+$2.7M
191,000
+102%
增持
IVW
ISHARES TR S&P 500 GRWT ETF
+$2.6M
47,715
+171%
增持
IGIB
ISHARES TR ISHS 5-10YR INVT
+$2.6M
78,408
+162%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS
+$2.5M
27,745
+163%
