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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 15
增持 119
减持 15
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$26.6M
362,880
+1019%
增持
VTV
VANGUARD VALUE ETF
+$21.8M
198,219
+131%
建仓
CGGR
CAPITAL GROUP GROWTH ETF SHS CREATION UNIT
+$20.7M
465,652
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
AAPL
APPLE INCORPORATED
+$20.2M
311,859
+23%
增持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$18.6M
524,179
+378%
增持
QQQ
INVESCO QQQ TR
+$12.8M
74,679
+35%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$12.7M
59,183
+173%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$10.9M
91,128
+117%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT
+$8.9M
283,081
+349%
增持
AVGO
BROADCOM INCORPORATED
+$8.7M
79,640
+39%
增持
MSFT
MICROSOFT CORPORATION
+$8.3M
93,175
+31%
增持
NVDA
NVIDIA CORPORATION
+$8.3M
309,110
+17%
增持
AMZN
AMAZON COM INCORPORATED
+$8.0M
154,472
+22%
增持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$7.9M
60,823
+32%
增持
SPY
SPDR S&P 500 ETF
+$7.3M
87,292
+11%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$7.1M
70,307
+15%
增持
MSTR
MICROSTRATEGY INCORPORATED CLASS A NEW
-$6.7M
42,750
+4%
增持
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$6.5M
204,496
+120%
增持
BITX
2X BITCOIN STRATEGY ETF
-$6.2M
234,335
+1%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$6.2M
283,835
-0%
增持
JPM
JPMORGAN CHASE & COMPANY.
+$5.9M
61,254
+39%
增持
SGOV
ISHARES TR 0-3 MNTH TREASRY
+$5.4M
68,193
+376%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$5.3M
51,410
+254%
增持
AGG
ISHARES TR CORE US AGGBD ET
+$5.2M
109,257
+92%
增持
WMT
WALMART INCORPORATED
+$5.1M
106,638
+62%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$4.3M
232,715
+48%
减持
IVV
ISHARES TR CORE S&P500 ETF
-$3.8M
25,762
-20%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$3.7M
55,420
+677%
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$3.7M
49,189
+11%
增持
TSLA
TESLA INCORPORATED
+$3.5M
36,546
+26%
增持
LLY
ELI LILLY & COMPANY
+$3.5M
8,267
+17%
建仓
CGDV
CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT
+$3.4M
78,551
增持
CGGO
CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT
+$3.3M
103,881
+1273%
增持
JNJ
JOHNSON & JOHNSON
+$3.1M
32,621
+67%
增持
HD
HOME DEPOT INCORPORATED
+$2.8M
22,378
+85%
增持
MU
MICRON TECHNOLOGY INCORPORATED
+$2.7M
22,641
+2%
增持
ADI
ANALOG DEVICES INCORPORATED
+$2.7M
12,028
+432%
增持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$2.7M
24,693
+27%
增持
ABBV
ABBVIE INCORPORATED
+$2.7M
37,119
+47%
增持
MUB
ISHARES TR NATIONAL MUN ETF
+$2.6M
39,240
+157%
增持
MSI
MOTOROLA SOLUTIONS INCORPORATED COM NEW
+$2.5M
8,753
+345%
减持
FPE
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF
-$2.4M
1,040,215
-11%
增持
—
EXXON MOBIL CORPORATION
+$2.4M
68,602
+32%
增持
CAT
CATERPILLAR INCORPORATED
+$2.3M
22,540
+2%
增持
IVW
ISHARES TR S&P 500 GRWT ETF
+$2.2M
41,924
+72%
增持
META
META PLATFORMS INCORPORATED CLASS A
+$2.2M
26,655
+27%
增持
NEE
NEXTERA ENERGY INCORPORATED
+$2.2M
112,961
+24%
增持
MTUM
ISHARES TR MSCI USA MMENTM
+$2.2M
28,504
+47%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$2.1M
38,349
+104%
增持
SNTH
MRP SYNTHEQUITY ETF
+$2.1M
166,415
+99%
增持
IWF
ISHARES TR RUS 1000 GRW ETF
+$2.1M
14,813
+40%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$1.9M
27,010
+141%
减持
SJT
SAN JUAN BASIN RTY T ROYALTY TRUST
-$1.9M
191,950
-61%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$1.9M
25,868
+101%
增持
KO
COCA COLA COMPANY
+$1.9M
78,393
+44%
增持
—
CHUBB LIMITED
+$1.8M
8,295
+215%
增持
CME
CME GROUP INCORPORATED
+$1.8M
11,190
+140%
增持
ITOT
ISHARES CORE S&P TOTAL U S STOCK MARKET ETF
+$1.8M
15,285
+354%
建仓
JCPB
JPMORGAN CORE PLUS BOND ETF
+$1.8M
37,404
减持
ESGU
ISHARES TR ESG AWR MSCI USA
-$1.8M
3,518
-78%
增持
AMD
ADVANCED MICRO DEVICES INCORPORATED
+$1.7M
31,749
+1%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$1.7M
145,529
+62%
增持
GLD
SPDR GOLD SHARES
+$1.6M
22,824
+9%
增持
COF
CAPITAL ONE FINL CORPORATION
+$1.6M
7,715
+433%
增持
—
JOHNSON CONTROLS INTERNATIONAL PLC SHS
+$1.5M
17,482
+253%
增持
TPL
TEXAS PACIFIC LAND CORPORATION
-$1.5M
11,909
+124%
增持
VO
VANGUARD MID-CAP ETF
+$1.5M
24,413
+29%
增持
COST
COSTCO WHOLESALE CORPORATION NEW
+$1.5M
8,241
+36%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS
+$1.5M
16,298
+31%
增持
SO
SOUTHERN COMPANY
+$1.4M
73,709
+40%
减持
LB
LANDBRIDGE COMPANY LLC CLASS A SHARES REPRESENTING LIMITED LIABILITY CMPNY INTRS
-$1.4M
14,446
-64%
增持
VB
VANGUARD SMALL-CAP ETF
+$1.4M
33,977
+18%
增持
BAC
BANK AMERICA CORPORATION
+$1.4M
111,956
+22%
增持
MCD
MCDONALDS CORPORATION
+$1.4M
14,198
+46%
增持
CMI
CUMMINS INCORPORATED
+$1.4M
4,074
+146%
增持
—
EATON CORPORATION PLC SHS
+$1.3M
25,072
+41%
增持
USFR
WISDOMTREE TRUST WISDOMTREE FLOATING RATE TREASURY FUND
+$1.3M
37,425
+231%
增持
—
MEDTRONIC PLC SHS
+$1.3M
19,345
+239%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
+$1.3M
22,509
+19%
增持
IWD
ISHARES TR RUS 1000 VAL ETF
+$1.3M
9,063
+187%
增持
MPC
MARATHON PETE CORPORATION
+$1.3M
13,067
+192%
增持
V
VISA INCORPORATED COM CLASS A
+$1.3M
17,730
+22%
增持
DGRO
ISHARES TR CORE DIV GRWTH
+$1.2M
88,074
+23%
增持
DRI
DARDEN RESTAURANTS INCORPORATED
+$1.2M
8,262
+438%
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$1.2M
58,783
+21%
增持
BLK
BLACKROCK INCORPORATED
+$1.2M
2,218
+116%
增持
VUG
VANGUARD GROWTH ETF
+$1.2M
13,539
+20%
减持
SMR
NUSCALE PWR CORPORATION CLASS A COM
-$1.1M
23,858
-42%
增持
PH
PARKER-HANNIFIN CORPORATION
+$1.1M
8,436
+2%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK
+$1.1M
18,128
+299%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$1.1M
322,117
+14%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
+$1.1M
34,134
+47%
减持
ETHA
ISHARES ETHEREUM TRUST ETF
-$1.1M
92,157
-9%
建仓
IWLG
NYLI Winslow Large Cap Growth ETF
+$1.1M
20,613
增持
IUSG
ISHARES TR CORE S&P US GWT
+$1.1M
11,048
+140%
增持
SDY
SPDR S&P DIVIDEND ETF
+$1.1M
42,277
+24%
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$1.1M
30,140
+41%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.1M
100,243
+16%
增持
SPMO
INVESCO S&P 500 MOMENTUM ETF
+$1.1M
50,946
+23%
建仓
CGGE
CAPITAL GROUP GLOBAL EQUITY ETF
+$1.1M
33,738
减持
VDC
VANGUARD CONSUMER STAPLES ETF
-$1.1M
16,273
-23%
增持
ISRG
INTUITIVE SURGICAL INCORPORATED COM NEW
+$1.1M
3,575
+65%
增持
COP
CONOCOPHILLIPS
+$1.1M
15,668
+257%
建仓
CGMM
CAPITAL GROUP US SMALL AND MID CAP ETF
+$1.1M
36,425
增持
WFC
WELLS FARGO COMPANY NEW
+$1.0M
26,236
+57%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
+$1.0M
92,670
+49%
增持
SLV
ISHARES SILVER TR ISHARES
+$1.0M
38,195
+13%
增持
SPTM
SPDR PORTFOLIO S P 1500 CMPST ST ETF
+$1.0M
17,946
+212%
增持
QYLD
GLOBAL X NASDAQ 100 COVERED CALL ETF
+$1.0M
120,388
+82%
增持
AOR
ISHARES TR CORE 60/40 BALAN
+$996.5K
37,840
+66%
减持
HE
HAWAIIAN ELEC INDUSTRIES
-$958.0K
17,867
-83%
增持
RDVY
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
+$956.9K
76,600
+18%
建仓
BWXT
BWX TECHNOLOGIES INCORPORATED
+$944.8K
5,466
增持
MRK
MERCK & COMPANY INCORPORATED
+$939.0K
31,963
+11%
增持
SHOP
SHOPIFY INCORPORATED CLASS A SUB VTG SHS
+$921.1K
12,712
+68%
建仓
FIS
FIDELITY NATL INFORMATION SVCS
+$920.5K
13,851
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$918.6K
2,554
+145%
增持
MS
MORGAN STANLEY COM NEW
+$911.1K
11,420
+63%
增持
BINC
iShares Flexible Income Active ETF
+$909.4K
33,445
+108%
增持
GS
GOLDMAN SACHS GROUP INCORPORATED
+$908.2K
7,530
+5%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$887.9K
56,764
+48%
建仓
IXUS
ISHARES TR CORE MSCI TOTAL
+$884.7K
10,429
增持
CRM
SALESFORCE INCORPORATED
+$880.9K
12,435
+22%
增持
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
+$863.6K
42,395
+81%
增持
GEV
GE VERNOVA INCORPORATED
+$855.9K
5,175
+26%
建仓
TER
TERADYNE INCORPORATED
+$834.8K
4,313
减持
EFV
ISHARES TR EAFE VALUE ETF
-$829.1K
17,120
-43%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$823.3K
1,012,395
-5%
增持
AIRR
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
+$821.3K
17,284
+90%
减持
ARKK
ARK ETF TRUST INNOVATION ETF
-$815.8K
27,423
-19%
增持
CMCSA
COMCAST CORPORATION NEW CLASS A
+$810.7K
44,832
+166%
建仓
FSEP
FIRST TR EXCHANGE TRADED FD VIII FT VEST US EQUITY BUFFER ETF SEPTEMBER
+$807.2K
15,655
增持
ETR
ENTERGY CORPORATION NEW
+$806.6K
11,315
+341%
建仓
EXE
EXPAND ENERGY CORPORATION
+$798.4K
7,234
建仓
—
PUBLIX SUPER MKTS INCORPORATED
+$793.0K
38,874
减持
LNG
CHENIERE ENERGY INCORPORATED COM NEW
-$792.3K
12,529
-9%
增持
TFC
TRUIST FINL CORPORATION
+$791.4K
30,900
+94%
增持
UNP
UNION PAC CORPORATION
+$777.2K
7,094
+94%
增持
IBKR
INTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A
+$763.1K
16,391
+288%
增持
GDX
VANECK GOLD MINERS ETF
+$749.0K
23,784
+41%
增持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$735.4K
3,552
+96%
建仓
QTEC
FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND
+$731.4K
3,177
建仓
BBY
BEST BUY INCORPORATED
+$724.8K
10,829
减持
GNRC
GENERAC HLDGS INCORPORATED
-$711.9K
3,817
-48%
增持
IEUR
ISHARES CORE MSCI EUROPE ETF
+$697.8K
14,266
+209%
清仓
ETHU
VOLATILITY SHS TR 2X ETHER ETF NEW
-$689.6K
0
-100%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$686.4K
63,831
+14%
增持
APD
AIR PRODUCTS & CHEMICALS INCORPORATED
+$685.3K
16,837
+32%
增持
GE
GE AEROSPACE COM NEW
+$681.5K
11,393
+21%
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
+$680.4K
24,985
+16%
