KINGSWOOD WEALTH ADVISORS, LLC
SAN DIEGO CA · SEC CIK 0001987855
$24.80亿2026Q2 申报市值
995持仓数
19.7%前十大占比 · 第一大 3.7%
118 / 63新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SSO 加仓+$902.41万
DRAM 新建仓+$873.20万
CAT 加仓+$453.85万
FFLG 新建仓+$418.34万
TBIL 加仓+$386.06万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$836.39万
CIBR 减仓-$421.17万
WDC 减仓-$376.66万
XLE 减仓-$365.82万
TPL 减仓-$336.85万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TR RUSSELL 2000 ETF | $364.26万 | 0.15% | 12,124 | 707 | 6.2% | $21.24万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST WORLD EX U S CORE EQUITY 2 ETF | $364.91万 | 0.15% | 99,054 | -6,524 | -6.2% | -$24.03万 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC CLASS A SHARES REPRESENTING LIMITED LIABILITY CMPNY INTRST | $365.27万 | 0.15% | 46,097 | -19,635 | -29.9% | -$155.59万 | 减仓 |
| MA | MASTERCARD INCORPORATED CLASS A | $368.37万 | 0.15% | 7,172 | 68 | 1.0% | $3.49万 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $371.56万 | 0.15% | 70,425 | 5,599 | 8.6% | $29.54万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS A | $374.43万 | 0.15% | 5 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $385.83万 | 0.16% | 9,283 | 489 | 5.6% | $20.32万 | 加仓 |
| SPSM | SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $386.40万 | 0.16% | 67,061 | 5,754 | 9.4% | $33.15万 | 加仓 |
| PLD | PROLOGIS INCORPORATED. REIT | $386.47万 | 0.16% | 28,528 | 1,026 | 3.7% | $13.90万 | 加仓 |
| MUB | ISHARES TR NATIONAL MUN ETF | $394.50万 | 0.16% | 36,657 | -3,405 | -8.5% | -$36.64万 | 减仓 |
| — | FEDERATED HERMES MDT MARKET NEUTRAL ETF | $394.78万 | 0.16% | 152,012 | 22,200 | 17.1% | $57.65万 | 加仓 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $402.93万 | 0.16% | 32,919 | 755 | 2.3% | $9.24万 | 加仓 |
| MRK | MERCK & COMPANY INCORPORATED | $405.20万 | 0.16% | 31,533 | 360 | 1.2% | $4.63万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $406.03万 | 0.16% | 25,870 | 100 | 0.4% | $1.57万 | 加仓 |
| CAIE | CALAMOS ETF TR AUTOCALLABLE INC | $407.57万 | 0.16% | 149,787 | 130,094 | 660.6% | $353.99万 | 加仓 |
| QCOM | QUALCOMM INCORPORATED | $416.68万 | 0.17% | 22,549 | 989 | 4.6% | $18.28万 | 加仓 |
| FFLG | FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF | $418.34万 | 0.17% | 120,628 | 120,628 | — | $418.34万 | 新建仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT | $419.11万 | 0.17% | 99,011 | -2,554 | -2.5% | -$10.81万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INCORPORATED CLASS A | $421.02万 | 0.17% | 5,517 | 487 | 9.7% | $37.16万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $427.42万 | 0.17% | 14,108 | 1,564 | 12.5% | $47.38万 | 加仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF | $428.38万 | 0.17% | 112,909 | 691 | 0.6% | $2.62万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $431.24万 | 0.17% | 11,539 | 709 | 6.5% | $26.50万 | 加仓 |
| ORCL | ORACLE CORPORATION | $434.28万 | 0.18% | 29,634 | -1,263 | -4.1% | -$18.51万 | 减仓 |
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $435.97万 | 0.18% | 62,747 | 17,876 | 39.8% | $124.20万 | 加仓 |
| MDYG | SPDR S&P 400 MID CAP GROWTH ETF | $436.96万 | 0.18% | 38,983 | 2,399 | 6.6% | $26.89万 | 加仓 |
| SPYG | SPDR PORTFOLIO S&P 500 GROWTH ETF | $438.13万 | 0.18% | 36,821 | -127 | -0.3% | -$1.51万 | 减仓 |
| GD | GENERAL DYNAMICS CORPORATION | $438.21万 | 0.18% | 12,370 | -135 | -1.1% | -$4.78万 | 减仓 |
| NFLX | NETFLIX INCORPORATED | $441.28万 | 0.18% | 61,804 | -4,065 | -6.2% | -$29.02万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INCORPORATED | $445.96万 | 0.18% | 14,971 | 2,531 | 20.3% | $75.39万 | 加仓 |
| SOXX | ISHARES TR ISHARES SEMICDTR | $447.32万 | 0.18% | 6,981 | -315 | -4.3% | -$20.18万 | 减仓 |
| PG | PROCTER AND GAMBLE COMPANY | $447.74万 | 0.18% | 30,532 | -1,254 | -3.9% | -$18.39万 | 减仓 |
| IJR | ISHARES TR CORE S&P SCP ETF | $450.34万 | 0.18% | 30,365 | 229 | 0.8% | $3.40万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US ETF | $457.04万 | 0.18% | 54,572 | 371 | 0.7% | $3.11万 | 加仓 |
| LMT | LOCKHEED MARTIN CORPORATION | $462.28万 | 0.19% | 9,074 | 515 | 6.0% | $26.24万 | 加仓 |
| XLE | SPDR ENERGY SELECT SECTOR FUND | $472.89万 | 0.19% | 89,040 | -68,880 | -43.6% | -$365.82万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | $473.16万 | 0.19% | 111,752 | 12,512 | 12.6% | $52.98万 | 加仓 |
| APD | AIR PRODUCTS & CHEMICALS INCORPORATED | $482.67万 | 0.19% | 16,463 | -121 | -0.7% | -$3.55万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $492.29万 | 0.20% | 10,023 | -6 | -0.1% | -$2,947 | 减仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $495.69万 | 0.20% | 51,463 | 913 | 1.8% | $8.79万 | 加仓 |
| SCHV | SCHWAB US LARGE CAP VALUE ETF | $497.92万 | 0.20% | 143,039 | 6,698 | 4.9% | $23.32万 | 加仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $500.27万 | 0.20% | 64,877 | 2,438 | 3.9% | $18.80万 | 加仓 |
| ADI | ANALOG DEVICES INCORPORATED | $505.52万 | 0.20% | 12,728 | -557 | -4.2% | -$22.12万 | 减仓 |
| IMCG | ISHARES TR MRGSTR MD CP GRW | $509.77万 | 0.21% | 51,858 | 246 | 0.5% | $2.42万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $516.53万 | 0.21% | 60,420 | 763 | 1.3% | $6.52万 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $525.88万 | 0.21% | 142,630 | 228 | 0.2% | $8,406 | 加仓 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND - ETF | $527.20万 | 0.21% | 105,736 | 77,428 | 273.5% | $386.06万 | 加仓 |
| IYJ | ISHARES TR US INDUSTRIALS | $535.41万 | 0.22% | 32,128 | 559 | 1.8% | $9.32万 | 加仓 |
| SLYG | SPDR S&P 600 SMALL CAP GROWTH ETF | $537.17万 | 0.22% | 45,091 | 7,973 | 21.5% | $94.98万 | 加仓 |
| CVX | CHEVRON CORPORATION NEW | $538.59万 | 0.22% | 32,492 | -456 | -1.4% | -$7.56万 | 减仓 |
| GLW | CORNING INCORPORATED | $539.00万 | 0.22% | 21,102 | 10,273 | 94.9% | $262.40万 | 加仓 |
| EFG | ISHARES TR EAFE GRWTH ETF | $540.50万 | 0.22% | 43,441 | 750 | 1.8% | $9.33万 | 加仓 |
| BA | BOEING COMPANY | $548.02万 | 0.22% | 25,316 | -50 | -0.2% | -$1.08万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $558.51万 | 0.23% | 109,405 | -2,579 | -2.3% | -$13.17万 | 减仓 |
| BIL | SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $562.28万 | 0.23% | 61,357 | -12,278 | -16.7% | -$112.52万 | 减仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $565.14万 | 0.23% | 34,985 | 339 | 1.0% | $5.48万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $577.32万 | 0.23% | 5,983 | -663 | -10.0% | -$63.98万 | 减仓 |
| GEV | GE VERNOVA INCORPORATED | $578.76万 | 0.23% | 4,926 | 245 | 5.2% | $28.79万 | 加仓 |
| XLK | SPDR TECHNOLOGY SELECT SECTOR FUND | $591.51万 | 0.24% | 31,047 | -72 | -0.2% | -$1.37万 | 减仓 |
| — | FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF | $594.58万 | 0.24% | 92,542 | 31,066 | 50.5% | $199.60万 | 加仓 |
| BE | BLOOM ENERGY CORPORATION COM CLASS A | $595.47万 | 0.24% | 19,672 | -2,480 | -11.2% | -$75.07万 | 减仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $614.79万 | 0.25% | 16,811 | 399 | 2.4% | $14.59万 | 加仓 |
| BAC | BANK AMERICA CORPORATION | $620.87万 | 0.25% | 108,963 | 1,770 | 1.7% | $10.09万 | 加仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $621.92万 | 0.25% | 224,926 | 4,001 | 1.8% | $11.06万 | 加仓 |
| CGDV | CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT | $622.24万 | 0.25% | 126,267 | 6,089 | 5.1% | $30.01万 | 加仓 |
| V | VISA INCORPORATED COM CLASS A | $628.51万 | 0.25% | 18,319 | 395 | 2.2% | $13.55万 | 加仓 |
| VAW | VANGUARD MATERIALS ETF | $633.66万 | 0.26% | 27,696 | 10,640 | 62.4% | $243.43万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $633.96万 | 0.26% | 22,545 | 62 | 0.3% | $1.74万 | 加仓 |
| XLY | SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND | $634.30万 | 0.26% | 54,085 | 23,259 | 75.5% | $272.78万 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $634.42万 | 0.26% | 137,767 | 11,598 | 9.2% | $53.41万 | 加仓 |
| IOO | ISHARES TR GLOBAL 100 ETF | $635.86万 | 0.26% | 46,549 | 1,001 | 2.2% | $13.67万 | 加仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $641.31万 | 0.26% | 51,647 | -1,873 | -3.5% | -$23.26万 | 减仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $643.37万 | 0.26% | 48,283 | 3,926 | 8.9% | $52.31万 | 加仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES AND INCOME ETF | $645.30万 | 0.26% | 360,906 | -168,398 | -31.8% | -$301.10万 | 减仓 |
| RTX | RTX CORPORATION | $653.66万 | 0.26% | 34,452 | 596 | 1.8% | $11.31万 | 加仓 |
| SDY | SPDR S&P DIVIDEND ETF | $656.94万 | 0.26% | 43,169 | 543 | 1.3% | $8.26万 | 加仓 |
| IWP | ISHARES TR RUS MD CP GR ETF | $657.23万 | 0.27% | 44,890 | 699 | 1.6% | $10.23万 | 加仓 |
| TXN | TEXAS INSTRS INCORPORATED | $661.66万 | 0.27% | 22,198 | -818 | -3.6% | -$24.38万 | 减仓 |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $667.11万 | 0.27% | 69,767 | -405 | -0.6% | -$3.87万 | 减仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $667.39万 | 0.27% | 56,818 | 131 | 0.2% | $1.54万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INCORPORATED | $677.40万 | 0.27% | 6,698 | -223 | -3.2% | -$22.55万 | 减仓 |
| KO | COCA COLA COMPANY | $681.66万 | 0.27% | 83,876 | 4,154 | 5.2% | $33.76万 | 加仓 |
| SNTH | MRP SYNTHEQUITY ETF | $686.76万 | 0.28% | 230,998 | -14,133 | -5.8% | -$42.02万 | 减仓 |
| VV | VANGUARD LARGE-CAP ETF | $695.37万 | 0.28% | 20,220 | -94 | -0.5% | -$3.23万 | 减仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $703.29万 | 0.28% | 60,639 | 19,940 | 49.0% | $231.26万 | 加仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $703.47万 | 0.28% | 55,062 | -20 | -0.0% | -$2,555 | 减仓 |
| SO | SOUTHERN COMPANY | $708.61万 | 0.29% | 74,037 | 2,282 | 3.2% | $21.84万 | 加仓 |
| HD | HOME DEPOT INCORPORATED | $718.16万 | 0.29% | 20,363 | -2,096 | -9.3% | -$73.92万 | 减仓 |
| RDVY | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | $737.88万 | 0.30% | 91,029 | 8,074 | 9.7% | $65.45万 | 加仓 |
| USMV | ISHARES TR MSCI USA MIN VOL | $755.28万 | 0.30% | 78,300 | -1,501 | -1.9% | -$14.48万 | 减仓 |
| AMAT | APPLIED MATLS INCORPORATED | $762.31万 | 0.31% | 10,544 | -700 | -6.2% | -$50.61万 | 减仓 |
| PH | PARKER-HANNIFIN CORPORATION | $771.94万 | 0.31% | 7,892 | -21 | -0.3% | -$2.05万 | 减仓 |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | $776.90万 | 0.31% | 105,271 | 4,228 | 4.2% | $31.20万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $780.11万 | 0.31% | 65,270 | 4,030 | 6.6% | $48.17万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS | $781.49万 | 0.32% | 16,364 | -682 | -4.0% | -$32.57万 | 减仓 |
| DGRO | ISHARES TR CORE DIV GRWTH | $785.53万 | 0.32% | 103,646 | 6,936 | 7.2% | $52.57万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $831.24万 | 0.34% | 116,665 | 7,383 | 6.8% | $52.60万 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $832.63万 | 0.34% | 88,653 | -1,680 | -1.9% | -$15.78万 | 减仓 |
| INTC | INTEL CORPORATION | $838.77万 | 0.34% | 60,071 | 10,941 | 22.3% | $152.77万 | 加仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRAST INDEX FUND | $857.27万 | 0.35% | 44,708 | 13,398 | 42.8% | $256.90万 | 加仓 |
| — | EXXON MOBIL CORPORATION | $861.25万 | 0.35% | 62,994 | -4,370 | -6.5% | -$59.75万 | 减仓 |