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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 28
增持 61
减持 56
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
TPL
TEXAS PACIFIC LAND CORPORATION
+$10.2M
28,748
+141%
减持
FPE
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF
-$9.6M
529,304
-49%
增持
MSFT
MICROSOFT CORPORATION
-$9.4M
96,356
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。
+3%
建仓
REMX
VANECK RARE EARTH AND STRATEGIC METALS
+$8.8M
100,259
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$8.7M
835,595
-17%
减持
SSO
PROSHARES ULTRA S&P500
-$8.3M
137,447
-48%
减持
AAPL
APPLE INCORPORATED
-$6.5M
308,487
-1%
减持
SPY
SPDR S&P 500 ETF
-$5.6M
82,956
-5%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$5.5M
7,655
-47%
减持
NVDA
NVIDIA CORPORATION
-$5.4M
299,550
-3%
减持
CGGR
CAPITAL GROUP GROWTH ETF SHS CREATION UNIT
-$5.1M
387,536
-17%
增持
SGOV
ISHARES TR 0-3 MNTH TREASRY
+$5.0M
117,777
+73%
建仓
FTSM
FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT
+$4.8M
80,505
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$4.6M
279,960
-1%
增持
XLE
SPDR ENERGY SELECT SECTOR FUND
+$4.5M
157,920
+36%
减持
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
-$4.5M
65,440
-57%
建仓
VAW
VANGUARD MATERIALS ETF
+$3.8M
17,056
增持
LB
LANDBRIDGE COMPANY LLC CLASS A SHARES REPRESENTING LIMITED LIABILITY CMPNY INTRS
+$3.8M
65,732
+355%
减持
FCOM
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF
-$3.6M
44,871
-50%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$3.4M
399,685
+24%
建仓
MKTN
FEDERATED HERMES MDT MARKET NEUTRAL ETF
+$3.4M
129,812
建仓
SNDK
SANDISK CORPORATION
+$3.3M
5,183
增持
AIRR
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
+$3.2M
44,357
+157%
增持
GRNY
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
+$3.2M
220,925
+162%
减持
—
EXXON MOBIL CORPORATION
+$3.2M
67,364
-2%
建仓
NFLT
VIRTUS NEWFLEET MULTI-SECTOR UNCONSTRAINED BOND ETF
+$3.1M
137,404
减持
AVGO
BROADCOM INCORPORATED
-$3.1M
79,027
-1%
建仓
COAL
RANGE GLOBAL COAL INDEX ETF
+$3.1M
111,296
增持
AMZN
AMAZON COM INCORPORATED
-$3.0M
156,696
+1%
建仓
BE
BLOOM ENERGY CORPORATION COM CLASS A
+$3.0M
22,152
增持
BITX
2X BITCOIN STRATEGY ETF
-$2.9M
241,039
+3%
增持
COST
COSTCO WHOLESALE CORPORATION NEW
+$2.9M
10,079
+22%
建仓
HEEM
ISHARES INCORPORATED CUR HD MSCI EM
+$2.9M
77,731
减持
MTZ
MASTEC INCORPORATED
+$2.9M
27,808
-1%
建仓
JIVE
JPMORGAN INTL VALUE ETF
+$2.9M
33,393
增持
TSLA
TESLA INCORPORATED
-$2.7M
36,865
+1%
增持
VB
VANGUARD SMALL-CAP ETF
+$2.7M
43,816
+29%
建仓
PAYR
FEDERATED HERMES ENHANCED INCOME ETF
+$2.7M
49,780
增持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+$2.6M
35,906
+669%
减持
BOTZ
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF
-$2.5M
112,218
-35%
清仓
VCLT
VANGUARD LONG-TERM CORPORATE BOND ETF
-$2.5M
0
-100%
减持
XLY
SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND
-$2.4M
30,826
-36%
增持
QQQ
INVESCO QQQ TR
+$2.4M
83,624
+12%
建仓
WDC
WESTERN DIGITAL CORPORATION
+$2.3M
8,687
增持
FBND
FIDELITY TOTAL BOND ETF
+$2.3M
181,298
+41%
增持
CVX
CHEVRON CORPORATION NEW
+$2.3M
32,948
+11%
增持
META
META PLATFORMS INCORPORATED CLASS A
-$2.3M
26,752
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
+$2.2M
88,063
+47%
减持
CAT
CATERPILLAR INCORPORATED
+$2.2M
21,351
-5%
减持
SPMO
INVESCO S&P 500 MOMENTUM ETF
-$2.2M
34,646
-32%
建仓
TLTW
ISHARES 20 YEAR TREASURY BOND
+$2.1M
92,404
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
-$2.1M
111,984
-1%
减持
JPM
JPMORGAN CHASE & COMPANY.
-$2.0M
60,322
-2%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$2.0M
355,476
-2%
增持
SNTH
MRP SYNTHEQUITY ETF
+$1.8M
245,131
+47%
建仓
GPIQ
GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF
+$1.8M
36,660
建仓
ICF
ISHARES TR COHEN STEER REIT
+$1.8M
29,243
清仓
JCPB
JPMORGAN CORE PLUS BOND ETF
-$1.8M
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INCORPORATED
-$1.8M
24,718
-22%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$1.8M
16,412
+55%
减持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
-$1.7M
4,438
-87%
增持
CGDV
CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT
+$1.7M
120,178
+53%
减持
TLT
ISHARES TR 20 YR TR BD ETF
-$1.6M
7,868
-70%
减持
IVW
ISHARES TR S&P 500 GRWT ETF
-$1.6M
31,400
-25%
建仓
FEOE
FIRST EAGLE OVERSEAS EQUITY ETF
+$1.6M
31,829
减持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
-$1.5M
49,086
-0%
增持
WMT
WALMART INCORPORATED
+$1.5M
107,360
+1%
增持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
-$1.4M
61,495
+1%
减持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$1.4M
62,838
-33%
增持
—
EATON CORPORATION PLC SHS
+$1.4M
26,362
+5%
增持
MU
MICRON TECHNOLOGY INCORPORATED
+$1.4M
23,385
+3%
减持
NLR
VANECK URANIUM AND NUCLEAR ETF
-$1.4M
40,699
-26%
建仓
TBIL
F/M US TREASURY 3 MONTH BILL FUND - ETF
+$1.4M
28,308
增持
USFR
WISDOMTREE TRUST WISDOMTREE FLOATING RATE TREASURY FUND
+$1.4M
65,233
+74%
减持
NEE
NEXTERA ENERGY INCORPORATED
+$1.4M
112,530
-0%
减持
MSTR
MICROSTRATEGY INCORPORATED CLASS A NEW
-$1.4M
40,996
-4%
建仓
IGLD
FT VEST GOLD STRATEGY TARGET INCOME ETF
+$1.4M
53,657
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
-$1.3M
71,966
+2%
增持
AMAT
APPLIED MATLS INCORPORATED
+$1.3M
11,244
+14%
减持
IWF
ISHARES TR RUS 1000 GRW ETF
-$1.3M
13,380
-10%
减持
—
MEDTRONIC PLC SHS
-$1.3M
6,463
-67%
建仓
GLDB
IDX ALTERNATIVE FIAT ETF
+$1.3M
53,891
减持
QCOM
QUALCOMM INCORPORATED
-$1.3M
21,560
-9%
增持
PPA
INVESCO AEROSPACE & DEFENSE ETF
+$1.3M
11,556
+180%
增持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$1.3M
7,443
+110%
增持
CWB
SPDR BLOOMBERG CONVERTIBLE SECURITIES ET
+$1.3M
27,049
+100%
减持
CRM
SALESFORCE INCORPORATED
-$1.3M
10,869
-13%
增持
LMT
LOCKHEED MARTIN CORPORATION
+$1.3M
8,559
+6%
增持
BPRE
BLUEROCK PVT REAL ESTATE FD
+$1.2M
93,667
+352%
建仓
WDIV
STATE STREET SPDR S&P GLOBAL DIVIDEND ETF
+$1.2M
16,046
减持
BLK
BLACKROCK INCORPORATED
-$1.2M
1,182
-47%
增持
LNG
CHENIERE ENERGY INCORPORATED COM NEW
+$1.2M
12,941
+3%
建仓
AR
ANTERO RESOURCES CORPORATION
+$1.2M
28,817
减持
IBM
INTERNATIONAL BUSINESS MACHINES
-$1.2M
22,483
-0%
增持
ORCL
ORACLE CORPORATION
-$1.2M
30,897
+5%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
+$1.2M
99,240
+7%
减持
MNA
NYLI Merger Arbitrage ETF
-$1.2M
77,133
-31%
增持
COP
CONOCOPHILLIPS
+$1.2M
20,214
+29%
减持
FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
-$1.2M
101,043
-14%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK
-$1.2M
4,149
-77%
减持
IYW
ISHARES TR U.S. TECH ETF
-$1.2M
44,706
-4%
建仓
FTCE
FIRST TRUST NEW CONSTRUCTS CORE EARNINGS LEADERS ETF
+$1.2M
49,674
增持
GRID
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRAST INDEX FUND
+$1.2M
31,310
+21%
增持
FXH
FIRST TRUST HEALTH CARE ALPHADEX FUND
+$1.2M
32,164
+55%
增持
LLY
ELI LILLY & COMPANY
-$1.1M
8,415
+2%
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
+$1.1M
64,826
+42%
增持
SOXX
ISHARES TR ISHARES SEMICDTR
+$1.1M
7,296
+69%
减持
FXU
FIRST TRUST UTILITIES ALPHADEX FUND
-$1.1M
14,236
-64%
增持
IBIT
ISHARES BITCOIN TRUST ETF SHS BEN INT
-$1.1M
151,252
+9%
建仓
NBSD
NEUBERGER SHORT DURATION INCOME ETF
+$1.1M
21,180
建仓
—
ASTRAZENECA PLC ORD
+$1.0M
5,272
减持
MPC
MARATHON PETE CORPORATION
+$1.0M
12,918
-1%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.0M
65,052
+10%
增持
XLI
SPDR INDUSTRIAL SELECT SECTOR FUND
+$986.9K
13,827
+72%
增持
ADI
ANALOG DEVICES INCORPORATED
+$964.5K
13,285
+10%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$959.5K
8,794
-13%
增持
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
+$957.8K
55,858
+32%
减持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
-$954.9K
17,233
-36%
减持
VTV
VANGUARD VALUE ETF
-$952.3K
188,101
-5%
建仓
XCLR
GLOBAL X FUNDS S&P 500 COLLAR 95-110 ETF
+$950.2K
37,226
减持
QQQM
INVESCO NASDAQ 100 ETF
-$948.7K
12,544
-19%
增持
IYJ
ISHARES TR US INDUSTRIALS
+$948.2K
31,569
+26%
减持
BAC
BANK AMERICA CORPORATION
-$931.9K
107,193
-4%
增持
WTMF
WISDOMTREE MANAGED FUTURES STRATEGY FUND
+$920.7K
48,034
+85%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$915.0K
73,635
+15%
减持
DELL
DELL TECHNOLOGIES INCORPORATED CLASS C
-$912.9K
8,572
-53%
增持
DVY
ISHARES TR SELECT DIVID ETF
+$910.1K
62,958
+3%
建仓
MGV
VANGUARD MEGA CAP VALUE ETF CRSP U S MEGA CAP VALUE INDEX
+$909.3K
6,273
增持
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
+$887.6K
45,683
+52%
增持
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
+$884.9K
6,646
+7%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$877.2K
13,402
+127%
减持
CIBR
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF
-$871.1K
66,430
-6%
建仓
PUSH
PGIM ULTRA SHORT MUNICIPAL BOND ETF
+$857.2K
17,028
减持
MTUM
ISHARES TR MSCI USA MMENTM
-$844.9K
26,209
-8%
建仓
CGBL
CAPITAL GROUP CORE BALANCED ETF
+$841.6K
24,457
减持
ETHA
ISHARES ETHEREUM TR SHS
-$836.6K
77,731
-16%
清仓
TER
TERADYNE INCORPORATED
-$834.8K
0
-100%
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$829.6K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS
+$808.0K
17,046
+5%
增持
MO
ALTRIA GROUP INCORPORATED
+$807.5K
34,515
+35%
增持
V
VISA INCORPORATED COM CLASS A
-$800.7K
17,924
+1%
减持
RKT
ROCKET COMPANIES INCORPORATED COM CLASS A
-$796.2K
20,856
-63%
清仓
—
PUBLIX SUPER MKTS INCORPORATED
-$793.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$779.9K
30,809
-6%
减持
VRT
VERTIV HOLDINGS COMPANY COM CLASS A
+$778.3K
9,228
-3%
减持
ADBE
ADOBE INCORPORATED
-$767.1K
2,602
-35%
增持
EFG
ISHARES TR EAFE GRWTH ETF
+$766.4K
42,691
+22%
减持
GS
GOLDMAN SACHS GROUP INCORPORATED
-$763.6K
6,921
-8%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$740.6K
109,282
+9%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$730.3K
54,752
+7%
