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KINGSWOOD WEALTH 顾问 · 13F 持仓分析
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KINGSWOOD WEALTH 顾问

KINGSWOOD WEALTH ADVISORS, LLCNo.1540 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$24.80亿
环比变动 Q1 2026
+$3.73亿+17.7%
持仓股票数
995
新买入
133
加仓
456
减仓
360
清仓
62
持股不变
46
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
3.72%3.72%$9,218.1万31.9万股$7,829.1万30.8万股+1.0万股+3.27%加仓
SSPDR标普500 ETFSPY
2.56%2.56%$6,337.5万8.5万股$5,394.7万8.3万股+1,911股+2.30%加仓
英伟达NVDA
2.52%2.48%$6,259.1万31.3万股$5,224.2万30.0万股+1.3万股+4.43%加仓
I景顺QQQ信托VOO
2.37%2.29%$5,882.3万8.0万股$4,826.6万8.4万股-3,745股-4.48%减仓
V先锋领航指数基金VTV
1.69%1.75%$4,187.7万19.2万股$3,690.5万18.8万股+4,056股+2.16%加仓
V先锋领航指数基金VOO
1.48%1.39%$3,662.1万5.3万股$2,933.1万4.9万股+4,235股+8.63%加仓
亚马逊AMZN
1.46%1.55%$3,618.3万15.2万股$3,263.5万15.7万股-4,884股-3.12%减仓
微软MSFT
1.44%1.69%$3,583.4万9.6万股$3,566.8万9.6万股-290股-0.30%减仓
S道富SPYM
1.22%1.29%$3,035.7万34.6万股$2,716.7万35.5万股-9,908股-2.79%减仓
博通AVGO
1.2%1.16%$2,977.5万7.9万股$2,446.0万7.9万股-204股-0.26%减仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
1.14%1.16%$2,819.9万83.3万股$2,434.1万83.6万股-2,286股-0.27%减仓
美光科技MU
1.12%0.37%$2,773.1万2.4万股$790.0万2.3万股+639股+2.73%加仓
卡特彼勒CAT
1.1%0.72%$2,727.5万2.6万股$1,512.6万2.1万股+4,262股+19.96%加仓
SSPDR道富指数基金SPDW
1.09%1.12%$2,714.1万53.9万股$2,364.5万51.8万股+2.1万股+3.99%加仓
谷歌AGOOGL
1.01%0.98%$2,492.8万7.0万股$2,069.4万7.2万股-2,213股-3.08%减仓
AAlphabet Inc Class CGOOG
1%0.84%$2,468.5万7.0万股$1,764.0万6.1万股+8,368股+13.61%加仓
G通用动力VTI
0.94%0.99%$2,328.5万6.3万股$2,086.9万6.5万股-2,128股-3.27%减仓
V先锋领航·SPECIALIZED FUNDSVIG
0.93%0.97%$2,302.6万9.7万股$2,053.0万9.5万股+1,850股+1.94%加仓
IiShares安硕信托IVV
0.89%0.86%$2,199.2万2.9万股$1,814.1万2.8万股+1,594股+5.74%加仓
摩根大通JPM
0.79%0.84%$1,962.2万6.0万股$1,774.4万6.0万股-377股-0.62%减仓
PProShares信托SSO
0.74%0.34%$1,828.5万27.1万股$713.1万13.7万股+13.4万股+97.44%加仓
C资本集团成长ETFCGGR
0.71%0.74%$1,749.8万37.1万股$1,557.5万38.8万股-1.7万股-4.34%减仓
特斯拉TSLA
0.69%0.65%$1,699.3万4.0万股$1,370.5万3.7万股+3,536股+9.59%加仓
Meta平台META
0.63%0.73%$1,570.3万2.8万股$1,530.6万2.7万股+1,125股+4.21%加仓
SSANDISK COMSNDK
0.63%0.16%$1,552.7万6,829股$329.3万5,183股+1,646股+31.76%加仓
LAMAR ADVERTISINGLAMR
0.61%0.59%$1,517.8万9.7万股$1,234.8万9.7万股-187股-0.19%减仓
J摩根大通交易所交易基金JEPQ
0.6%0.58%$1,489.4万24.2万股$1,225.4万22.1万股+2.2万股+9.79%加仓
V先锋领航指数基金VB
0.6%0.54%$1,483.8万4.9万股$1,147.6万4.4万股+5,135股+11.72%加仓
J摩根大通交易所交易基金JEPI
0.54%0.62%$1,343.7万23.8万股$1,300.1万22.9万股+8,528股+3.72%加仓
AMD超威AMD
0.53%0.24%$1,314.7万2.3万股$502.8万2.5万股-2,086股-8.44%减仓
GRAYSCALE BITCOIN TRUST ETFGBTC
0.51%0.7%$1,267.2万27.8万股$1,477.1万28.0万股-1,569股-0.56%减仓
伯克希尔哈撒韦BRK.B
0.51%0.58%$1,263.5万2.5万股$1,229.9万2.6万股-414股-1.61%减仓
沃尔玛WMT
0.5%0.63%$1,250.1万11.0万股$1,334.3万10.7万股+3,013股+2.81%加仓
CCAPITAL CORE EQUITY ETCGUS
0.5%0.52%$1,242.7万27.9万股$1,103.2万28.7万股-7,768股-2.71%减仓
S嘉信策略信托SCHD
0.48%0.58%$1,199.4万37.8万股$1,226.2万40.0万股-2.1万股-5.36%减仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.47%0.38%$1,159.9万4.6万股$811.1万4.5万股+1,279股+2.86%加仓
帕兰提尔PLTR
0.45%0.61%$1,126.7万9.7万股$1,288.2万8.8万股+8,511股+9.66%加仓
VVanEck ETF信托BBH
0.45%0.42%$1,124.8万12.7万股$882.3万10.0万股+2.7万股+26.77%加仓
VanEck ETF信托SMH
0.45%0.23%$1,116.2万1.7万股$478.9万1.2万股+4,527股+36.24%加仓
伊顿ETN
0.44%0.45%$1,093.2万2.6万股$942.9万2.6万股-707股-2.68%减仓
礼来LLY
0.44%0.37%$1,087.4万9,066股$774.0万8,415股+651股+7.74%加仓
IiShares安硕信托AGG
0.44%0.52%$1,083.5万10.9万股$1,085.6万10.9万股+107股+0.10%加仓
MMASTECMTZ
0.42%0.42%$1,053.0万2.5万股$894.7万2.8万股-2,500股-8.99%减仓
IiShares安硕信托DVY
0.42%0.45%$1,032.2万6.6万股$953.2万6.3万股+3,084股+4.90%加仓
SSPDR黄金信托GLD
0.4%0.45%$996.4万2.7万股$951.2万2.2万股+4,942股+22.36%加仓
N新纪元能源NEE
0.4%0.5%$994.7万11.3万股$1,045.2万11.3万股+804股+0.71%加仓
强生JNJ
0.38%0.36%$936.2万3.7万股$753.1万3.1万股+6,055股+19.65%加仓
好市多COST
0.38%0.48%$935.4万1.0万股$1,004.3万1.0万股-79股-0.78%减仓
艾伯维ABBV
0.38%0.37%$932.3万3.7万股$783.1万3.6万股+1,038股+2.88%加仓
TTEXAS PACIFIC LAND CORPORATITPL
0.37%0.65%$921.3万2.1万股$1,364.3万2.9万股-7,697股-26.77%减仓

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