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 |
|---|---|---|---|---|---|---|---|---|
| — | DEFIANCE DAILY TARGET 2X LONG AMPX ETF | $18.14万 | 0.01% | 32,500 | 32,500 | — | $18.14万 | 新建仓 |
| — | ABRDN WORLD HEALTHCARE FUND BEN INT SHS | $18.29万 | 0.01% | 13,647 | 38 | 0.3% | $509 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INCORPORATED REIT | $18.46万 | 0.01% | 11,062 | 0 | 0.0% | — | 不变 |
| — | DAIKIN INDUSTRIES LIMITED UNSPONSORED ADS | $18.88万 | 0.01% | 12,430 | 103 | 0.8% | $1,564 | 重新持有 |
| VSTS | VESTIS CORP | $18.99万 | 0.01% | 13,078 | 13,078 | — | $18.99万 | 新建仓 |
| SAN | BANCO SANTANDER S.A. ADR | $19.47万 | 0.01% | 14,111 | 111 | 0.8% | $1,532 | 加仓 |
| NUVB | NUVATION BIO INCORPORATED COM CLASS A | $19.69万 | 0.01% | 34,660 | 8,075 | 30.4% | $4.59万 | 加仓 |
| QXO | QXO INCORPORATED COM NEW | $19.88万 | 0.01% | 11,505 | 11,505 | — | $19.88万 | 新建仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $20.01万 | 0.01% | 3,951 | -245 | -5.8% | -$1.24万 | 减仓 |
| HYD | VANECK HIGH-YIELD MUNICIPAL INDEX ETF | $20.06万 | 0.01% | 3,894 | 3,894 | — | $20.06万 | 新建仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $20.06万 | 0.01% | 4,988 | 4,988 | — | $20.06万 | 新建仓 |
| KIE | SPDR S&P INSURANCE ETF | $20.13万 | 0.01% | 3,300 | -10,717 | -76.5% | -$65.36万 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $20.20万 | 0.01% | 2,556 | 2,556 | — | $20.20万 | 新建仓 |
| DMAY | FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY | $20.21万 | 0.01% | 4,289 | 4,289 | — | $20.21万 | 新建仓 |
| AGM | FEDERAL AGRICULTURAL MORTGAGE CORP-CL C | $20.23万 | 0.01% | 1,015 | 1,015 | — | $20.23万 | 新建仓 |
| NTB | BANK OF NT BUTTERFIELD&SON LIMITED SHS NEW | $20.26万 | 0.01% | 3,405 | 3,405 | — | $20.26万 | 新建仓 |
| NTAP | NETAPP INCORPORATED | $20.31万 | 0.01% | 1,312 | 1,312 | — | $20.31万 | 新建仓 |
| — | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - MAY | $20.35万 | 0.01% | 5,355 | 5,355 | — | $20.35万 | 新建仓 |
| NXTG | FIRST TRUST INDXX NEXTG ETF | $20.38万 | 0.01% | 1,329 | 1,329 | — | $20.38万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LIMITED SHS | $20.50万 | 0.01% | 5,792 | -4,859 | -45.6% | -$17.20万 | 减仓 |
| IALT | ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF | $20.51万 | 0.01% | 7,311 | 7,311 | — | $20.51万 | 新建仓 |
| EZU | ISHARES INCORPORATED MSCI EURZONE ETF | $20.54万 | 0.01% | 2,955 | 2,955 | — | $20.54万 | 新建仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $20.56万 | 0.01% | 5,692 | 5,692 | — | $20.56万 | 新建仓 |
| EQT | EQT CORPORATION | $20.65万 | 0.01% | 3,884 | -313 | -7.5% | -$1.66万 | 减仓 |
| FXO | FIRST TRUST FINANCIALS ALPHADEX FUND | $20.65万 | 0.01% | 3,307 | -76 | -2.2% | -$4,747 | 重新持有 |
| FLQM | FRANKLIN US MD CP MULTIFCT INDEX ETF | $20.72万 | 0.01% | 3,579 | 3,579 | — | $20.72万 | 新建仓 |
| ISPY | PROSHARES S&P 500 HIGH INCOME ETF | $20.76万 | 0.01% | 4,308 | 4,308 | — | $20.76万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INCORPORATED COM SHS | $20.76万 | 0.01% | 2,343 | 2,343 | — | $20.76万 | 新建仓 |
| JPEF | JPMORGAN EQUITY FOCUS ETF | $20.92万 | 0.01% | 2,604 | -612 | -19.0% | -$4.92万 | 重新持有 |
| OKTA | OKTA INCORPORATED CLASS A | $20.97万 | 0.01% | 1,537 | 1,537 | — | $20.97万 | 新建仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $21.08万 | 0.01% | 2,185 | 2,185 | — | $21.08万 | 新建仓 |
| PMAY | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY | $21.10万 | 0.01% | 5,108 | 5,108 | — | $21.10万 | 新建仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $21.10万 | 0.01% | 3,746 | -91 | -2.4% | -$5,126 | 减仓 |
| CW | CURTISS WRIGHT CORPORATION | $21.14万 | 0.01% | 279 | -62 | -18.2% | -$4.70万 | 减仓 |
| DOV | DOVER CORPORATION | $21.15万 | 0.01% | 943 | -30 | -3.1% | -$6,728 | 减仓 |
| IVES | DAN IVES WEDBUSH AI REVOLUTION ETF | $21.16万 | 0.01% | 5,554 | 5,554 | — | $21.16万 | 新建仓 |
| PRF | INVESCO RAFI US 1000 ETF | $21.21万 | 0.01% | 3,926 | 3,926 | — | $21.21万 | 新建仓 |
| ECG | EVERUS CONSTR GROUP | $21.24万 | 0.01% | 1,280 | 1,280 | — | $21.24万 | 新建仓 |
| DB | DEUTSCHE BANK A G NAMEN AKT | $21.30万 | 0.01% | 6,308 | -212 | -3.3% | -$7,157 | 重新持有 |
| BMO | BANK MONTREAL QUE | $21.31万 | 0.01% | 1,206 | 1,206 | — | $21.31万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INCORPORATED | $21.35万 | 0.01% | 5,572 | -13 | -0.2% | -$498 | 减仓 |
| CVE | CENOVUS ENERGY INCORPORATED | $21.37万 | 0.01% | 8,612 | 553 | 6.9% | $1.37万 | 加仓 |
| — | INNOVATOR ETFS TRUST GROWTH 100 POWER | $21.38万 | 0.01% | 7,236 | 7,236 | — | $21.38万 | 新建仓 |
| XIFR | XPLR INFRASTRUCTURE LP COM UNIT LTD PARTNERSHIP INT | $21.48万 | 0.01% | 18,186 | -700 | -3.7% | -$8,267 | 减仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCH | $21.68万 | 0.01% | 7,683 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES TR U.S. ENERGY ETF | $21.85万 | 0.01% | 3,862 | 93 | 2.5% | $5,262 | 加仓 |
| MUNI | PIMCO INTERMEDIATE MUNI BOND ACTIVE EXCHANGE-TRADED FUND | $22.09万 | 0.01% | 4,200 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $22.30万 | 0.01% | 3,642 | -1,269 | -25.8% | -$7.77万 | 减仓 |
| LUV | SOUTHWEST AIRLS COMPANY | $22.38万 | 0.01% | 4,352 | 4,352 | — | $22.38万 | 新建仓 |
| — | KRANESHARES KWEB COVERED CALL STRATEGY ETF | $22.40万 | 0.01% | 9,855 | 114 | 1.2% | $2,591 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $22.54万 | 0.01% | 1,205 | 1,205 | — | $22.54万 | 新建仓 |
| ALT | ALTIMMUNE INCORPORATED COM NEW | $22.65万 | 0.01% | 74,500 | -2,000 | -2.6% | -$6,080 | 减仓 |
| SPGI | S&P GLOBAL INCORPORATED | $22.70万 | 0.01% | 557 | -112 | -16.7% | -$4.56万 | 减仓 |
| GGLL | DIREXION DAILY GOOGL BULL 2X ETF | $22.74万 | 0.01% | 2,000 | 2,000 | — | $22.74万 | 新建仓 |
| DPZ | DOMINOS PIZZA INCORPORATED | $22.80万 | 0.01% | 770 | 770 | — | $22.80万 | 新建仓 |
| ARTY | ISHARES TR FUTURE AI & TECH | $22.87万 | 0.01% | 3,003 | -7,833 | -72.3% | -$59.66万 | 重新持有 |
| TER | TERADYNE INCORPORATED | $22.89万 | 0.01% | 473 | -3,840 | -89.0% | -$185.80万 | 重新持有 |
| DHR | DANAHER CORPORATION | $23.03万 | 0.01% | 1,209 | -952 | -44.1% | -$18.14万 | 减仓 |
| DWLD | DAVIS SELECT WORLDWIDE ETF | $23.08万 | 0.01% | 4,991 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INCORPORATED | $23.16万 | 0.01% | 1,318 | -28 | -2.1% | -$4,921 | 减仓 |
| WEC | WEC ENERGY GROUP INCORPORATED | $23.19万 | 0.01% | 1,986 | -82 | -4.0% | -$9,576 | 减仓 |
| SMR | NUSCALE PWR CORPORATION CLASS A COM | $23.21万 | 0.01% | 23,138 | -1,275 | -5.2% | -$1.28万 | 减仓 |
| GLDM | SPDR GOLD MINISHARES ETV | $23.26万 | 0.01% | 2,929 | -82 | -2.7% | -$6,512 | 减仓 |
| SSB | SOUTHSTATE BANK CORPORATION | $23.32万 | 0.01% | 2,334 | -16 | -0.7% | -$1,598 | 减仓 |
| MDLZ | MONDELEZ INTERNATIONAL INCORPORATED CLASS A | $23.33万 | 0.01% | 4,034 | -151 | -3.6% | -$8,733 | 减仓 |
| CCJ | CAMECO CORPORATION | $23.37万 | 0.01% | 2,294 | -10 | -0.4% | -$1,019 | 减仓 |
| EWL | ISHARES MSCI SWITZERLAND ETF | $23.37万 | 0.01% | 3,719 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $23.41万 | 0.01% | 1,674 | -2 | -0.1% | -$280 | 减仓 |
| QLD | PROSHARES ULTRA QQQ ETF | $23.45万 | 0.01% | 2,424 | 2,424 | — | $23.45万 | 新建仓 |
| RKT | ROCKET COMPANIES INCORPORATED COM CLASS A | $23.58万 | 0.01% | 14,972 | -5,884 | -28.2% | -$9.27万 | 减仓 |
| MSMR | MCELHENNY SHEFFIELD MANAGED RISK ETF | $23.65万 | 0.01% | 6,725 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INCORPORATED CLASS A COM | $23.67万 | 0.01% | 909 | 909 | — | $23.67万 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY I | $23.70万 | 0.01% | 4,406 | 4,406 | — | $23.70万 | 新建仓 |
| SITM | SITIME CORP | $23.71万 | 0.01% | 318 | 318 | — | $23.71万 | 新建仓 |
| CLX | CLOROX COMPANY DEL | $23.81万 | 0.01% | 2,495 | -497 | -16.6% | -$4.74万 | 减仓 |
| KGS | KODIAK GAS SVCS INCORPORATED | $23.84万 | 0.01% | 3,173 | 3,173 | — | $23.84万 | 新建仓 |
| LNT | ALLIANT ENERGY CORPORATION | $23.92万 | 0.01% | 3,135 | 142 | 4.7% | $1.08万 | 加仓 |
| AMPL | AMPLITUDE INC CLASS A COMMON STOCK | $24.00万 | 0.01% | 31,378 | 31,378 | — | $24.00万 | 新建仓 |
| SONY | SONY GROUP CORPORATION SPONSORED ADR | $24.02万 | 0.01% | 11,975 | 798 | 7.1% | $1.60万 | 加仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $24.06万 | 0.01% | 5,699 | 5,699 | — | $24.06万 | 新建仓 |
| FLXR | TCW FLEXIBLE INCOME ETF | $24.08万 | 0.01% | 6,140 | 459 | 8.1% | $1.80万 | 加仓 |
| PR | PERMIAN RESOURCES CORPORATION CLASS A COM | $24.14万 | 0.01% | 13,114 | -788 | -5.7% | -$1.45万 | 减仓 |
| — | BELPOINTE PREP LLC CLASS A | $24.17万 | 0.01% | 5,337 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $24.24万 | 0.01% | 14,517 | 231 | 1.6% | $3,858 | 加仓 |
| ENVA | ENOVA INTERNATIONAL INCORPORATED | $24.31万 | 0.01% | 1,010 | 1,010 | — | $24.31万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $24.35万 | 0.01% | 2,670 | 482 | 22.0% | $4.39万 | 加仓 |
| HAL | HALLIBURTON COMPANY | $24.40万 | 0.01% | 7,187 | 733 | 11.4% | $2.49万 | 加仓 |
| FE | FIRSTENERGY CORPORATION | $24.52万 | 0.01% | 5,157 | 22 | 0.4% | $1,046 | 加仓 |
| IWY | ISHARES TR RUS TP200 GR ETF | $24.62万 | 0.01% | 847 | -9 | -1.1% | -$2,616 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $24.66万 | 0.01% | 3,300 | 1 | 0.0% | $75 | 加仓 |
| FEP | FIRST TRUST EUROPE ALPHADEX ETF | $24.71万 | 0.01% | 4,332 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INCORPORATED | $24.72万 | 0.01% | 2,008 | -148 | -6.9% | -$1.82万 | 减仓 |
| SUSL | ISHARES TRUST ISHARES ESG MSCI USA LEADERS ETF | $24.72万 | 0.01% | 1,862 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORPORATION | $24.86万 | 0.01% | 3,750 | -31 | -0.8% | -$2,055 | 减仓 |
| CL | COLGATE PALMOLIVE COMPANY | $24.89万 | 0.01% | 2,714 | 2,714 | — | $24.89万 | 新建仓 |
| RYLD | GLOBAL X RUSSELL 2000 COVERED CALL ETF | $24.90万 | 0.01% | 15,573 | 2,952 | 23.4% | $4.72万 | 加仓 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $24.91万 | 0.01% | 3,381 | 203 | 6.4% | $1.50万 | 加仓 |
| MET | METLIFE INCORPORATED | $25.02万 | 0.01% | 2,957 | -29 | -1.0% | -$2,454 | 减仓 |
| VLUE | ISHARES TR MSCI USA VALUE | $25.04万 | 0.01% | 1,253 | -203 | -13.9% | -$4.06万 | 减仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $25.08万 | 0.01% | 4,200 | -387 | -8.4% | -$2.31万 | 减仓 |