Kingswood Wealth Advisors, LLC 13F 持仓 · 2026年Q2

Kingswood Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 995 只证券，申报市值合计 24.80 亿美元。前几大持仓：AAPL（3.72%）、SPY（2.56%）、NVDA（2.52%）。本季前 25 大持仓中：增持 15 只、减持 10 只。

排名	代码	公司	市值	占组合	股数	变动
1	AAPL	APPLE INCORPORATED	$92.2M	3.72%	318,568	增持
2	SPY	SPDR S&P 500 ETF	$63.4M	2.56%	84,867	增持
3	NVDA	NVIDIA CORPORATION	$62.6M	2.52%	312,815	增持
4	QQQ	INVESCO QQQ TR	$58.8M	2.37%	79,879	减持
5	VTV	VANGUARD VALUE ETF	$41.9M	1.69%	192,157	增持
6	VOO	VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW	$36.6M	1.48%	53,321	增持
7	AMZN	AMAZON COM INCORPORATED	$36.2M	1.46%	151,812	减持
8	MSFT	MICROSOFT CORPORATION	$35.8M	1.44%	96,066	减持
9	SPYM	SPDR PORTFOLIO S&P 500 ETF	$30.4M	1.22%	345,568	减持
10	AVGO	BROADCOM INCORPORATED	$29.8M	1.20%	78,823	减持
11	SCHG	SCHWAB U.S. LARGE-CAP GROWTH ETF	$28.2M	1.14%	833,309	减持
12	MU	MICRON TECHNOLOGY INCORPORATED	$27.7M	1.12%	24,024	增持
13	CAT	CATERPILLAR INCORPORATED	$27.3M	1.10%	25,613	增持
14	SPDW	SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	$27.1M	1.09%	538,612	增持
15	GOOGL	ALPHABET INCORPORATED CAP STK CLASS A	$24.9M	1.01%	69,753	减持
16	GOOG	ALPHABET INCORPORATED CAP STK CLASS C	$24.7M	1.00%	69,863	增持
17	VTI	VANGUARD TOTAL STOCK MARKET ETF	$23.3M	0.94%	62,924	减持
18	VIG	VANGUARD DIVIDEND APPRECIATION ETF	$23.0M	0.93%	97,311	增持
19	IVV	ISHARES TR CORE S&P500 ETF	$22.0M	0.89%	29,366	增持
20	JPM	JPMORGAN CHASE & COMPANY.	$19.6M	0.79%	59,945	减持
21	SSO	PROSHARES ULTRA S&P500	$18.3M	0.74%	271,376	增持
22	CGGR	CAPITAL GROUP GROWTH ETF SHS CREATION UNIT	$17.5M	0.71%	370,723	减持
23	TSLA	TESLA INCORPORATED	$17.0M	0.69%	40,401	增持
24	META	META PLATFORMS INCORPORATED CLASS A	$15.7M	0.63%	27,877	增持
25	SNDK	SANDISK CORPORATION	$15.5M	0.63%	6,829	增持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR