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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 19
增持 121
减持 9
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INCORPORATED
+$19.9M
253,776
+16%
建仓
LAMR
LAMAR ADVERTISING COMPANY NEW CLASS A REIT
+$12.0M
98,054
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$10.0M
1,060,720
+30%
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
QQQ
INVESCO QQQ TR
+$7.6M
55,125
+19%
增持
MSFT
MICROSOFT CORPORATION
+$7.3M
70,992
+20%
增持
VTV
VANGUARD VALUE ETF
+$7.2M
85,852
+72%
增持
SPY
SPDR S&P 500 ETF
+$7.0M
78,372
+7%
增持
FPE
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF
+$6.9M
1,171,723
+44%
减持
NVDA
NVIDIA CORPORATION
+$6.6M
264,746
-2%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$6.2M
282,121
+401%
增持
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
+$6.1M
147,303
+257%
建仓
DGRW
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
+$5.9M
66,314
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$5.8M
44,402
+18%
增持
FCOM
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF
+$5.8M
88,867
+944%
增持
XLF
SPDR FINANCIAL SELECT SECTOR FUND
+$5.5M
181,066
+125%
增持
NLR
VANECK URANIUM AND NUCLEAR ETF
+$5.5M
52,715
+249%
增持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$5.3M
45,966
+37%
增持
JPM
JPMORGAN CHASE & COMPANY.
+$5.2M
43,951
+47%
增持
AMZN
AMAZON COM INCORPORATED
+$5.0M
126,161
+22%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$4.7M
61,123
+6%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$4.6M
14,073
+59%
增持
BOTZ
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF
+$4.4M
169,675
+243%
增持
XLY
SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND
+$4.3M
24,629
+233%
增持
TSLA
TESLA INCORPORATED
+$4.1M
29,052
+5%
增持
FBND
FIDELITY TOTAL BOND ETF
+$4.1M
118,460
+291%
增持
VV
VANGUARD LARGE-CAP ETF
+$4.0M
18,136
+217%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$3.9M
42,086
+67%
增持
XLE
SPDR ENERGY SELECT SECTOR FUND
+$3.8M
53,273
+373%
增持
ABBV
ABBVIE INCORPORATED
+$3.8M
25,172
+126%
增持
PLTR
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
+$3.6M
59,211
+12%
增持
JPIE
JPMORGAN INCOME ETF
+$3.6M
106,346
+261%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$3.5M
32,006
+11%
减持
NRG
NRG ENERGY INCORPORATED COM NEW
-$3.5M
1,537
-93%
增持
FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
+$3.4M
113,163
+67%
增持
GRID
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRAST INDEX FUND
+$3.4M
24,880
+851%
建仓
LEGR
FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF
+$3.3M
59,414
增持
AVGO
BROADCOM INCORPORATED
+$3.3M
57,236
+1%
减持
BITX
2X BITCOIN STRATEGY ETF
-$3.3M
231,350
-22%
增持
IYJ
ISHARES TR US INDUSTRIALS
+$3.2M
24,480
+735%
增持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
+$3.1M
87,278
+56%
增持
SSO
PROSHARES ULTRA S&P500
+$3.1M
132,858
+10%
增持
CAT
CATERPILLAR INCORPORATED
+$2.9M
22,202
+13%
增持
SKYY
FIRST TRUST ISE CLOUD COMPUTING INDEX FUND
+$2.8M
25,941
+395%
增持
GLD
SPDR GOLD SHARES
+$2.8M
20,957
+38%
增持
SO
SOUTHERN COMPANY
+$2.8M
52,556
+123%
增持
CIBR
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF
+$2.6M
68,111
+102%
增持
IWF
ISHARES TR RUS 1000 GRW ETF
+$2.5M
10,564
+83%
建仓
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
+$2.5M
46,845
增持
RWL
INVESCO S&P 500 REVENUE ETF
+$2.4M
63,252
+43%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$2.4M
56,092
+86%
增持
VDC
VANGUARD CONSUMER STAPLES ETF
+$2.4M
21,046
+116%
增持
IYW
ISHARES TR U.S. TECH ETF
+$2.3M
46,544
+19%
建仓
PFM
INVESCO DIVIDEND ACHIEVERS ETF
+$2.3M
45,366
增持
VO
VANGUARD MID-CAP ETF
+$2.3M
18,860
+63%
增持
—
EATON CORPORATION PLC SHS
+$2.3M
17,776
+45%
清仓
—
ACRUENCE ACTIVE HEDGE U.S. EQUITY ETF
-$2.2M
0
-100%
增持
MU
MICRON TECHNOLOGY INCORPORATED
+$2.1M
22,282
+67%
增持
WMT
WALMART INCORPORATED
+$2.0M
65,683
+35%
增持
MSTR
MICROSTRATEGY INCORPORATED CLASS A NEW
-$2.0M
41,017
+9%
增持
DGRO
ISHARES TR CORE DIV GRWTH
+$2.0M
71,575
+57%
增持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$1.9M
19,407
+20%
增持
SPMO
INVESCO S&P 500 MOMENTUM ETF
+$1.9M
41,341
+50%
增持
IWP
ISHARES TR RUS MD CP GR ETF
+$1.9M
35,187
+56%
增持
ETHA
ISHARES ETHEREUM TRUST ETF
+$1.9M
101,447
+48%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$1.9M
157,491
+26%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$1.8M
24,497
+289%
增持
FXH
FIRST TRUST HEALTH CARE ALPHADEX FUND
+$1.8M
18,957
+676%
减持
HL
HECLA MINING COMPANY
-$1.8M
10,720
-97%
增持
VB
VANGUARD SMALL-CAP ETF
+$1.8M
28,798
+23%
增持
VUG
VANGUARD GROWTH ETF
+$1.7M
11,329
+33%
增持
MNA
NYLI Merger Arbitrage ETF
+$1.7M
108,615
+73%
增持
JNJ
JOHNSON & JOHNSON
+$1.7M
19,518
+53%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$1.6M
284,948
+1%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
+$1.6M
48,002
+75%
增持
ORCL
ORACLE CORPORATION
+$1.6M
18,849
+11%
增持
META
META PLATFORMS INCORPORATED CLASS A
+$1.6M
20,971
+12%
增持
HD
HOME DEPOT INCORPORATED
+$1.6M
12,128
+33%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$1.6M
10,908
+78%
增持
HDV
ISHARES TR CORE HIGH DV ETF
+$1.5M
16,494
+278%
增持
MTZ
MASTEC INCORPORATED
+$1.4M
27,484
+5%
增持
LOW
LOWES COMPANIES INCORPORATED
+$1.3M
9,799
+93%
增持
CVX
CHEVRON CORPORATION NEW
+$1.3M
28,671
+30%
增持
ORLY
OREILLY AUTOMOTIVE INCORPORATED
+$1.3M
16,724
+188%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$1.3M
30,415
+219%
增持
SDIV
GLOBAL X SUPERDIVIDEND ETF
+$1.2M
91,661
+106%
增持
—
EXXON MOBIL CORPORATION
+$1.2M
51,822
+20%
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$1.2M
86,378
+29%
增持
SNTH
MRP SYNTHEQUITY ETF
+$1.2M
83,567
+69%
建仓
BMNR
BITMINE IMMERSION TECNOLOGIES COM NEW
+$1.2M
22,186
增持
EFG
ISHARES TR EAFE GRWTH ETF
+$1.2M
39,806
+32%
增持
IJH
ISHARES TR CORE S&P MCP ETF
+$1.1M
72,590
+25%
增持
GS
GOLDMAN SACHS GROUP INCORPORATED
+$1.1M
7,171
+11%
增持
NEE
NEXTERA ENERGY INCORPORATED
+$1.1M
91,347
+9%
增持
MCD
MCDONALDS CORPORATION
+$1.1M
9,698
+50%
增持
GRNY
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
+$1.0M
66,952
+138%
增持
BAC
BANK AMERICA CORPORATION
+$995.2K
91,586
+16%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$991.7K
86,530
+18%
增持
AEP
AMERICAN ELEC PWR COMPANY INCORPORATED
+$977.7K
12,494
+203%
建仓
LULU
LULULEMON ATHLETICA INCORPORATED
+$945.0K
5,311
增持
HCA
HCA HEALTHCARE INCORPORATED
+$933.4K
4,882
+63%
减持
TXN
TEXAS INSTRS INCORPORATED
-$933.3K
22,911
-8%
增持
CME
CME GROUP INCORPORATED
+$918.8K
4,661
+277%
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$907.1K
48,723
+39%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$900.9K
8,862
+28%
建仓
DDFS
INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF -
+$891.4K
42,669
增持
GNRC
GENERAC HLDGS INCORPORATED
+$888.7K
7,362
+207%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$887.0K
13,833
+24%
减持
LB
LANDBRIDGE COMPANY LLC CLASS A SHARES REPRESENTING LIMITED LIABILITY CMPNY INTRS
-$880.4K
40,363
-10%
减持
TPL
TEXAS PACIFIC LAND CORPORATION
-$878.3K
5,323
-4%
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
+$867.5K
42,767
+76%
增持
GE
GE AEROSPACE COM NEW
+$855.3K
9,401
+23%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$837.7K
14,517
+60%
增持
RTX
RTX CORPORATION
+$821.2K
33,272
+2%
增持
AOR
ISHARES TR CORE 60/40 BALAN
+$819.4K
22,731
+117%
建仓
FV
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
+$797.5K
12,880
增持
DVY
ISHARES TR SELECT DIVID ETF
+$797.0K
58,710
+3%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$795.3K
9,956
+74%
增持
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
+$792.7K
37,525
+81%
增持
SDY
SPDR S&P DIVIDEND ETF
+$789.4K
34,196
+16%
建仓
ALAB
ASTERA LABS INCORPORATED
+$779.9K
3,983
增持
FXU
FIRST TRUST UTILITIES ALPHADEX FUND
+$767.6K
31,565
+101%
增持
VRT
VERTIV HOLDINGS COMPANY COM CLASS A
+$761.4K
11,603
+51%
增持
RDVY
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
+$756.5K
64,890
+13%
建仓
XNET
XUNLEI LIMITED SPONSORED ADS
+$744.1K
77,758
建仓
—
CHUBB LIMITED
+$742.6K
2,631
增持
AMAT
APPLIED MATLS INCORPORATED
+$738.0K
9,366
+45%
增持
WELL
WELLTOWER INCORPORATED REIT
+$694.0K
6,565
+112%
建仓
ETHU
VOLATILITY SHS TR 2X ETHER ETF NEW
+$689.6K
5,311
增持
VBR
VANGUARD SMALL-CAP VALUE ETF
+$686.4K
7,037
+75%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$670.0K
78,949
+109%
建仓
PHM
PULTE GROUP INCORPORATED
+$669.2K
5,065
增持
TLH
ISHARES TR 10-20 YR TRS ETF
+$669.1K
11,524
+126%
建仓
KRE
SPDR S&P REGIONAL BANKING ETF
+$661.5K
10,451
增持
CRWV
COREWEAVE INCORPORATED COM CLASS A
+$661.4K
8,598
+172%
建仓
EMLP
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
+$661.3K
17,271
减持
ELV
ELEVANCE HEALTH INCORPORATED
-$659.3K
6,681
-8%
增持
IOO
ISHARES GLOBAL 100 ETF
+$650.0K
45,797
+2%
增持
FSK
FS KKR CAP CORPORATION
-$643.2K
116,296
+1%
建仓
VFLO
VICTORYSHARES FREE CASH FLOW ETF
+$643.1K
17,149
增持
ANET
ARISTA NETWORKS INCORPORATED COM SHS
+$642.6K
8,927
+39%
增持
VHT
VANGUARD HEALTH CARE ETF
+$641.9K
5,495
+74%
减持
WMB
WILLIAMS COMPANIES INCORPORATED
-$636.0K
9,840
-51%
增持
PFFR
INFRACAP REIT PREFERRED ETF
+$627.1K
48,789
+206%
建仓
MLYS
MINERALYS THERAPEUTICS INCORPORATED
+$612.1K
16,143
增持
SPHY
SPDR PORTFOLIO HIGH YIELD BOND ETF
+$603.6K
35,674
+239%
增持
IVW
ISHARES TR S&P 500 GRWT ETF
+$602.4K
24,378
+15%
增持
MA
MASTERCARD INCORPORATED CLASS A
+$601.8K
6,543
+18%
建仓
CM
CANADIAN IMPERIAL BK COMM
+$592.9K
7,422
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$586.3K
21,366
+20%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$585.3K
12,628
+27%
