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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | $861.94万 | 0.35% | 100,063 | 10,417 | 11.6% | $89.73万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $864.84万 | 0.35% | 190,116 | 8,818 | 4.9% | $40.11万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $867.69万 | 0.35% | 54,906 | 154 | 0.3% | $2.43万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $869.35万 | 0.35% | 107,900 | 4,564 | 4.4% | $36.77万 | 加仓 |
| DRAM | ROUNDHILL MEMORY ETF | $873.20万 | 0.35% | 118,240 | 118,240 | — | $873.20万 | 新建仓 |
| MTUM | ISHARES TR MSCI USA MMENTM | $873.55万 | 0.35% | 25,481 | -728 | -2.8% | -$24.96万 | 减仓 |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $873.74万 | 0.35% | 16,726 | 796 | 5.0% | $41.58万 | 加仓 |
| XLF | SPDR FINANCIAL SELECT SECTOR FUND | $889.07万 | 0.36% | 165,841 | -42,220 | -20.3% | -$226.34万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION | $921.26万 | 0.37% | 21,051 | -7,697 | -26.8% | -$336.85万 | 减仓 |
| ABBV | ABBVIE INCORPORATED | $932.28万 | 0.38% | 37,047 | 1,038 | 2.9% | $26.12万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION NEW | $935.43万 | 0.38% | 10,000 | -79 | -0.8% | -$7.39万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $936.24万 | 0.38% | 36,864 | 6,055 | 19.7% | $153.78万 | 加仓 |
| NEE | NEXTERA ENERGY INCORPORATED | $994.73万 | 0.40% | 113,334 | 804 | 0.7% | $7.06万 | 加仓 |
| GLD | SPDR GOLD SHARES | $996.36万 | 0.40% | 27,047 | 4,942 | 22.4% | $182.05万 | 加仓 |
| DVY | ISHARES TR SELECT DIVID ETF | $1,032.24万 | 0.42% | 66,042 | 3,084 | 4.9% | $48.20万 | 加仓 |
| MTZ | MASTEC INCORPORATED | $1,052.96万 | 0.42% | 25,308 | -2,500 | -9.0% | -$104.01万 | 减仓 |
| AGG | ISHARES TR CORE US AGGBD ET | $1,083.45万 | 0.44% | 109,462 | 107 | 0.1% | $1.06万 | 加仓 |
| LLY | ELI LILLY & COMPANY | $1,087.45万 | 0.44% | 9,066 | 651 | 7.7% | $78.09万 | 加仓 |
| ETN | EATON CORPORATION PLC SHS | $1,093.22万 | 0.44% | 25,655 | -707 | -2.7% | -$30.13万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $1,116.22万 | 0.45% | 17,018 | 4,527 | 36.2% | $296.93万 | 加仓 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS | $1,124.81万 | 0.45% | 127,097 | 26,838 | 26.8% | $237.52万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | $1,126.73万 | 0.45% | 96,574 | 8,511 | 9.7% | $99.30万 | 加仓 |
| IYW | ISHARES TR U.S. TECH ETF | $1,159.88万 | 0.47% | 45,985 | 1,279 | 2.9% | $32.26万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $1,199.42万 | 0.48% | 378,246 | -21,439 | -5.4% | -$67.98万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT | $1,242.69万 | 0.50% | 279,381 | -7,768 | -2.7% | -$34.55万 | 减仓 |
| WMT | WALMART INCORPORATED | $1,250.08万 | 0.50% | 110,373 | 3,013 | 2.8% | $34.13万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $1,263.53万 | 0.51% | 25,251 | -414 | -1.6% | -$20.72万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1,267.24万 | 0.51% | 278,391 | -1,569 | -0.6% | -$7.14万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | $1,314.72万 | 0.53% | 22,632 | -2,086 | -8.4% | -$121.18万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $1,343.66万 | 0.54% | 237,900 | 8,528 | 3.7% | $48.17万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $1,483.79万 | 0.60% | 48,951 | 5,135 | 11.7% | $155.65万 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $1,489.35万 | 0.60% | 242,328 | 21,606 | 9.8% | $132.79万 | 加仓 |
| LAMR | LAMAR ADVERTISING COMPANY NEW CLASS A REIT | $1,517.77万 | 0.61% | 97,306 | -187 | -0.2% | -$2.92万 | 减仓 |
| SNDK | SANDISK CORPORATION | $1,552.73万 | 0.63% | 6,829 | 1,646 | 31.8% | $374.26万 | 加仓 |
| META | META PLATFORMS INCORPORATED CLASS A | $1,570.26万 | 0.63% | 27,877 | 1,125 | 4.2% | $63.37万 | 加仓 |
| TSLA | TESLA INCORPORATED | $1,699.27万 | 0.69% | 40,401 | 3,536 | 9.6% | $148.72万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | $1,749.81万 | 0.71% | 370,723 | -16,813 | -4.3% | -$79.36万 | 减仓 |
| SSO | PROSHARES ULTRA S&P500 | $1,828.53万 | 0.74% | 271,376 | 133,929 | 97.4% | $902.41万 | 加仓 |
| JPM | JPMORGAN CHASE & COMPANY. | $1,962.19万 | 0.79% | 59,945 | -377 | -0.6% | -$12.34万 | 减仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $2,199.23万 | 0.89% | 29,366 | 1,594 | 5.7% | $119.38万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $2,302.58万 | 0.93% | 97,311 | 1,850 | 1.9% | $43.77万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $2,328.45万 | 0.94% | 62,924 | -2,128 | -3.3% | -$78.75万 | 减仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $2,468.48万 | 1.00% | 69,863 | 8,368 | 13.6% | $295.67万 | 加仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $2,492.78万 | 1.01% | 69,753 | -2,213 | -3.1% | -$79.09万 | 减仓 |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $2,714.06万 | 1.09% | 538,612 | 20,650 | 4.0% | $104.06万 | 加仓 |
| CAT | CATERPILLAR INCORPORATED | $2,727.48万 | 1.10% | 25,613 | 4,262 | 20.0% | $453.85万 | 加仓 |
| MU | MICRON TECHNOLOGY INCORPORATED | $2,773.11万 | 1.12% | 24,024 | 639 | 2.7% | $73.76万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $2,819.92万 | 1.14% | 833,309 | -2,286 | -0.3% | -$7.74万 | 减仓 |
| AVGO | BROADCOM INCORPORATED | $2,977.52万 | 1.20% | 78,823 | -204 | -0.3% | -$7.71万 | 减仓 |
| SPYM | SPDR PORTFOLIO S&P 500 ETF | $3,035.68万 | 1.22% | 345,568 | -9,908 | -2.8% | -$87.04万 | 减仓 |
| MSFT | MICROSOFT CORPORATION | $3,583.44万 | 1.44% | 96,066 | -290 | -0.3% | -$10.82万 | 减仓 |
| AMZN | AMAZON COM INCORPORATED | $3,618.29万 | 1.46% | 151,812 | -4,884 | -3.1% | -$116.41万 | 减仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $3,662.12万 | 1.48% | 53,321 | 4,235 | 8.6% | $290.86万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $4,187.67万 | 1.69% | 192,157 | 4,056 | 2.2% | $88.39万 | 加仓 |
| QQQ | INVESCO QQQ TR | $5,882.27万 | 2.37% | 79,879 | -3,745 | -4.5% | -$275.78万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6,259.11万 | 2.52% | 312,815 | 13,265 | 4.4% | $265.42万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $6,337.54万 | 2.56% | 84,867 | 1,911 | 2.3% | $142.71万 | 加仓 |
| AAPL | APPLE INCORPORATED | $9,218.09万 | 3.72% | 318,568 | 10,081 | 3.3% | $291.70万 | 加仓 |