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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
增持 1
减持 149
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INCORPORATED
-$564.7M
218,012
-92%
减持
SPY
SPDR S&P 500 ETF
-$148.8M
73,142
-79%
减持
NVDA
NVIDIA CORPORATION
-$122.9M
270,605
-82%
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。
减持
MSFT
MICROSOFT CORPORATION
-$118.9M
59,195
-85%
减持
AMZN
AMAZON COM INCORPORATED
-$71.6M
103,437
-79%
减持
META
META PLATFORMS INCORPORATED CLASS A
-$60.9M
18,750
-85%
减持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
-$35.1M
57,582
-80%
减持
IVV
ISHARES TR CORE S&P500 ETF
-$27.8M
28,868
-64%
减持
QQQ
INVESCO QQQ TR
-$27.1M
46,302
-59%
减持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
-$25.1M
55,795
-83%
减持
TSLA
TESLA INCORPORATED
-$23.3M
27,662
-77%
减持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
-$22.6M
37,709
-56%
减持
MTUM
ISHARES TR MSCI USA MMENTM
-$21.8M
19,047
-85%
减持
GLD
SPDR GOLD SHARES
-$20.3M
15,187
-82%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$18.5M
22,245
-76%
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
-$18.1M
33,477
-78%
减持
IOO
ISHARES GLOBAL 100 ETF
-$17.2M
44,950
-80%
减持
FSK
FS KKR CAP CORPORATION
-$16.9M
114,675
-87%
减持
WMT
WALMART INCORPORATED
-$16.7M
48,774
-80%
减持
—
EXXON MOBIL CORPORATION
-$15.0M
43,149
-74%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$13.8M
816,618
-46%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$13.4M
282,255
-51%
减持
DVY
ISHARES TR SELECT DIVID ETF
-$13.2M
56,816
-63%
减持
JPM
JPMORGAN CHASE & COMPANY.
-$13.0M
29,999
-66%
减持
USMV
ISHARES TR MSCI USA MIN VOL
-$12.9M
78,967
-64%
减持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
-$12.1M
16,126
-57%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$11.8M
121,559
-87%
减持
CAT
CATERPILLAR INCORPORATED
-$10.9M
19,715
-65%
增持
SSO
PROSHARES ULTRA S&P500
+$10.8M
120,914
+934%
减持
LMT
LOCKHEED MARTIN CORPORATION
-$9.8M
8,275
-73%
减持
PLTR
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
-$9.7M
52,676
-74%
减持
MCD
MCDONALDS CORPORATION
-$9.3M
6,449
-82%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$9.2M
6,921
-68%
减持
BA
BOEING COMPANY
-$8.9M
20,383
-74%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$8.8M
25,171
-65%
减持
QCOM
QUALCOMM INCORPORATED
-$8.6M
23,736
-71%
减持
COST
COSTCO WHOLESALE CORPORATION NEW
-$8.6M
5,691
-62%
减持
LLY
ELI LILLY & COMPANY
-$8.4M
6,483
-60%
减持
AGG
ISHARES TR CORE US AGGBD ET
-$8.3M
53,658
-61%
减持
HD
HOME DEPOT INCORPORATED
-$8.0M
9,152
-71%
减持
V
VISA INCORPORATED COM CLASS A
-$8.0M
14,744
-61%
减持
IBM
INTERNATIONAL BUSINESS MACHINES
-$7.9M
17,388
-67%
减持
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$7.9M
37,771
-92%
减持
VZ
VERIZON COMMUNICATIONS INCORPORATED
-$7.4M
53,354
-75%
减持
PG
PROCTER AND GAMBLE COMPANY
-$7.3M
24,454
-63%
减持
—
SPOTIFY TECHNOLOGY S A SHS
-$7.2M
1,168
-92%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$7.1M
125,158
-50%
减持
SDY
SPDR S&P DIVIDEND ETF
-$6.8M
29,469
-63%
减持
BUFR
FT VEST LADDERED BUFFER ETF
-$6.5M
53,563
-80%
减持
AMD
ADVANCED MICRO DEVICES INCORPORATED
-$6.4M
33,302
-69%
减持
CSCO
CISCO SYSTEMS INCORPORATED
-$6.4M
34,975
-75%
减持
MSTR
MICROSTRATEGY INCORPORATED CLASS A NEW
-$6.3M
37,614
-49%
减持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
-$6.3M
17,046
-48%
减持
NEE
NEXTERA ENERGY INCORPORATED
-$6.3M
83,648
-51%
减持
ABBV
ABBVIE INCORPORATED
-$6.1M
11,155
-72%
减持
VTV
VANGUARD VALUE ETF
-$6.1M
50,049
-42%
减持
IJR
ISHARES TR CORE S&P SCP ETF
-$6.0M
17,866
-76%
减持
MO
ALTRIA GROUP INCORPORATED
-$5.9M
25,160
-80%
减持
PFE
PFIZER INCORPORATED
-$5.9M
55,136
-81%
减持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-$5.7M
18,029
-79%
减持
XLF
SPDR FINANCIAL SELECT SECTOR FUND
-$5.6M
80,338
-59%
减持
CVX
CHEVRON CORPORATION NEW
-$5.6M
22,063
-58%
减持
PEP
PEPSICO INCORPORATED
-$5.6M
11,155
-76%
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
-$5.5M
12,817
-79%
减持
RTX
RTX CORPORATION
-$5.4M
32,504
-58%
减持
VB
VANGUARD SMALL-CAP ETF
-$5.4M
23,447
-52%
减持
IAU
ISHARES GOLD TR ISHARES NEW
-$5.3M
22,200
-81%
减持
OKE
ONEOK INCORPORATED NEW
-$5.1M
8,605
-85%
减持
BAC
BANK AMERICA CORPORATION
-$5.1M
78,819
-63%
减持
BMY
BRISTOL-MYERS SQUIBB COMPANY
-$5.1M
41,579
-64%
减持
TDIV
FIRST TRUST EXCHANGE TRADED FUND VI FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX
-$5.0M
15,006
-83%
减持
TLT
ISHARES TR 20 YR TR BD ETF
-$4.9M
24,330
-69%
减持
KO
COCA COLA COMPANY
-$4.8M
48,046
-58%
减持
DIS
DISNEY WALT COMPANY
-$4.8M
11,610
-82%
减持
SGOV
ISHARES TR 0-3 MNTH TREASRY
-$4.8M
8,555
-85%
减持
JNJ
JOHNSON & JOHNSON
-$4.8M
12,760
-70%
减持
TPL
TEXAS PACIFIC LAND CORPORATION
-$4.8M
5,536
-31%
减持
SLV
ISHARES SILVER TR ISHARES
-$4.7M
33,832
-82%
减持
MAA
MID-AMER APT CMNTYS INCORPORATED REIT
-$4.6M
23,778
-51%
减持
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
-$4.6M
88,447
-51%
减持
RWL
INVESCO S&P 500 REVENUE ETF
-$4.6M
44,221
-52%
减持
ORCL
ORACLE CORPORATION
-$4.5M
17,043
-71%
减持
MRK
MERCK & COMPANY INCORPORATED
-$4.5M
23,635
-67%
减持
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
-$4.4M
9,111
-76%
减持
PAVE
GLOBAL X FDS US INFRASTRUCTURE DEV ETF
-$4.4M
26,268
-82%
减持
BRK/A
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS A
-$4.3M
5
-50%
减持
PH
PARKER-HANNIFIN CORPORATION
-$4.3M
9,447
-47%
减持
GILD
GILEAD SCIENCES INCORPORATED
-$4.3M
9,979
-80%
减持
PULS
PGIM ULTRA SHORT BOND ETF
-$4.3M
67,999
-56%
减持
IBIT
ISHARES BITCOIN TRUST ETF SHS BEN INT
-$4.3M
102,738
-54%
减持
APD
AIR PRODUCTS & CHEMICALS INCORPORATED
-$4.2M
13,342
-51%
减持
IWF
ISHARES TR RUS 1000 GRW ETF
-$4.1M
5,770
-68%
减持
DE
DEERE & COMPANY
-$4.1M
2,755
-76%
减持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
-$4.1M
53,763
-50%
减持
ABT
ABBOTT LABS
-$3.9M
8,221
-78%
减持
TXN
TEXAS INSTRS INCORPORATED
-$3.9M
24,770
-51%
减持
VHT
VANGUARD HEALTH CARE ETF
-$3.8M
3,159
-82%
减持
ELV
ELEVANCE HEALTH INCORPORATED
-$3.8M
7,245
-53%
减持
MA
MASTERCARD INCORPORATED CLASS A
-$3.7M
5,552
-56%
减持
ESS
ESSEX PROPERTY TR INCORPORATED REIT
-$3.7M
10,652
-51%
减持
PLD
PROLOGIS INCORPORATED. REIT
-$3.7M
30,491
-50%
减持
RDVY
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
-$3.7M
57,506
-54%
减持
SBUX
STARBUCKS CORPORATION
-$3.7M
16,446
-69%
减持
CRM
SALESFORCE INCORPORATED
-$3.6M
10,289
-57%
减持
ESGU
ISHARES TR ESG AWR MSCI USA
-$3.6M
16,453
-66%
减持
IJH
ISHARES TR CORE S&P MCP ETF
-$3.6M
58,154
-53%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
-$3.6M
90,931
-46%
减持
FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
-$3.5M
67,929
-46%
减持
VUG
VANGUARD GROWTH ETF
-$3.5M
8,489
-56%
减持
INTC
INTEL CORPORATION
-$3.5M
46,678
-77%
减持
CVS
CVS HEALTH CORPORATION
-$3.2M
15,606
-75%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$3.2M
9,065
-73%
减持
NKE
NIKE INCORPORATED CLASS B
-$3.1M
10,494
-83%
减持
SMH
VANECK SEMICONDUCTOR ETF
-$3.1M
11,832
-61%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$3.1M
8,860
-46%
减持
EPD
ENTERPRISE PRODUCTS PARTNERS L P
-$3.1M
18,083
-83%
减持
HON
HONEYWELL INTERNATIONAL INCORPORATED
-$3.1M
14,593
-52%
减持
LNG
CHENIERE ENERGY INCORPORATED COM NEW
-$3.0M
12,537
-52%
减持
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
-$3.0M
27,805
-56%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$3.0M
73,551
-48%
减持
AVGO
BROADCOM INCORPORATED
-$3.0M
56,405
-49%
减持
GD
GENERAL DYNAMICS CORPORATION
-$3.0M
11,098
-51%
减持
BX
BLACKSTONE INCORPORATED
-$3.0M
9,207
-70%
减持
—
TRANE TECHNOLOGIES PLC SHS
-$3.0M
10,666
-53%
减持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
-$3.0M
109,067
-46%
减持
IMCG
ISHARES TR MRGSTR MD CP GRW
-$3.0M
48,213
-50%
减持
SCHV
SCHWAB US LARGE CAP VALUE ETF
-$3.0M
128,255
-48%
减持
EFG
ISHARES TR EAFE GRWTH ETF
-$2.9M
30,204
-52%
减持
GE
GE AEROSPACE COM NEW
-$2.9M
7,664
-68%
减持
NFLX
NETFLIX INCORPORATED
-$2.9M
4,437
-53%
减持
CIBR
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF
-$2.9M
33,738
-61%
减持
FTHI
FIRST TRUST EXCHANGE TRADED FUND VI FIRST TRUST BUYWRITE INCOME ETF
-$2.9M
49,180
-73%
减持
GS
GOLDMAN SACHS GROUP INCORPORATED
-$2.9M
6,489
-53%
减持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
-$2.8M
20,210
-53%
减持
FISV
FISERV INCORPORATED
-$2.8M
2,492
-83%
减持
LQD
ISHARES TR IBOXX INV CP ETF
-$2.8M
11,716
-69%
减持
VDC
VANGUARD CONSUMER STAPLES ETF
-$2.8M
9,740
-56%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$2.7M
56,270
-63%
减持
COWZ
PACER US CASH COWS 100 ETF
-$2.7M
12,318
-80%
减持
T
AT&T INCORPORATED
-$2.7M
43,410
-69%
减持
BIZD
VANECK BDC INCOME ETF
-$2.7M
111,727
-59%
减持
UBER
UBER TECHNOLOGIES INCORPORATED
-$2.7M
20,595
-67%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$2.6M
24,647
-68%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$2.6M
30,144
-49%
减持
—
EATON CORPORATION PLC SHS
-$2.6M
12,232
-52%
减持
SO
SOUTHERN COMPANY
-$2.6M
23,596
-54%
减持
XLK
SPDR TECHNOLOGY SELECT SECTOR FUND
-$2.5M
14,079
-52%
减持
MDYV
SPDR S&P 400 MID CAP VALUE ETF
-$2.5M
31,533
-52%
减持
HUM
HUMANA INCORPORATED
-$2.5M
8,136
-52%
减持
HE
HAWAIIAN ELEC INDUSTRIES
-$2.5M
110,891
-67%
