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 |
|---|---|---|---|---|---|---|---|---|
| ZION | ZIONS BANCORPORATION N A | $25.24万 | 0.01% | 3,648 | 31 | 0.9% | $2,145 | 加仓 |
| IDA | IDACORP INCORPORATED | $25.30万 | 0.01% | 1,672 | 19 | 1.1% | $2,875 | 加仓 |
| PSA | PUBLIC STORAGE OPER COMPANY REIT | $25.34万 | 0.01% | 796 | 16 | 2.1% | $5,094 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $25.35万 | 0.01% | 4,299 | -139 | -3.1% | -$8,198 | 减仓 |
| MLRG | ISHARES TRUST ISHARES MORNINGSTAR U S EQUITY ETF | $25.40万 | 0.01% | 2,450 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INCORPORATED | $25.40万 | 0.01% | 1,193 | -4 | -0.3% | -$852 | 减仓 |
| PWV | INVESCO LARGE CAP VALUE ETF | $25.52万 | 0.01% | 3,367 | -169 | -4.8% | -$1.28万 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $25.56万 | 0.01% | 4,251 | 155 | 3.8% | $9,318 | 加仓 |
| GL | GLOBE LIFE INCORPORATED | $25.60万 | 0.01% | 1,433 | 1,433 | — | $25.60万 | 新建仓 |
| CAPE | DOUBLELINE ETF TR SHILLER CAPE U S EQUITIES ETF | $25.63万 | 0.01% | 7,900 | -1,800 | -18.6% | -$5.84万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INCORPORATED | $25.66万 | 0.01% | 733 | 733 | — | $25.66万 | 新建仓 |
| SHEL | SHELL PLC SPON ADS | $25.70万 | 0.01% | 3,314 | 231 | 7.5% | $1.79万 | 加仓 |
| QDEC | FT VEST NASDAQ-100 BUFFER ETF - DECEMBER | $25.75万 | 0.01% | 7,232 | 0 | 0.0% | — | 不变 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $25.77万 | 0.01% | 7,042 | 7,042 | — | $25.77万 | 新建仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $25.78万 | 0.01% | 2,203 | 7 | 0.3% | $819 | 加仓 |
| TRFK | PACER DATA AND DIGITAL RVLTN ETF | $25.83万 | 0.01% | 2,421 | -2,823 | -53.8% | -$30.12万 | 重新持有 |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $25.85万 | 0.01% | 11,644 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X URANIUM ETF | $25.87万 | 0.01% | 5,921 | 929 | 18.6% | $4.06万 | 加仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $25.90万 | 0.01% | 3,446 | -763 | -18.1% | -$5.74万 | 减仓 |
| FDXF | FEDEX FGHT HLDG COMPANY INCORPORATED COMMON STOCK | $26.03万 | 0.01% | 1,724 | 1,724 | — | $26.03万 | 新建仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B | $26.07万 | 0.01% | 3,521 | 3,521 | — | $26.07万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INCORPORATED | $26.09万 | 0.01% | 3,723 | 188 | 5.3% | $1.32万 | 加仓 |
| MFA | MFA FINL INCORPORATED REIT | $26.16万 | 0.01% | 27,000 | 3,000 | 12.5% | $2.91万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE | $26.20万 | 0.01% | 9,562 | 700 | 7.9% | $1.92万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INCORPORATED | $26.28万 | 0.01% | 2,605 | -9 | -0.3% | -$908 | 减仓 |
| PRN | INVESCO DWA INDUSTRIALS MOMENTUM ETF | $26.48万 | 0.01% | 1,016 | -100 | -9.0% | -$2.61万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR | $26.57万 | 0.01% | 19,209 | 19,209 | — | $26.57万 | 新建仓 |
| HE | HAWAIIAN ELEC INDUSTRIES | $26.65万 | 0.01% | 19,694 | 65 | 0.3% | $879 | 加仓 |
| CAVA | CAVA GROUP INCORPORATED | $26.77万 | 0.01% | 3,411 | -125 | -3.5% | -$9,810 | 减仓 |
| GRAL | GRAIL INCORPORATED | $26.79万 | 0.01% | 3,924 | -58 | -1.5% | -$3,960 | 减仓 |
| KHPI | KENSINGTON HEDGED PREM INC ETF | $26.82万 | 0.01% | 10,388 | -2,149 | -17.1% | -$5.55万 | 减仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $26.85万 | 0.01% | 5,330 | -232 | -4.2% | -$1.17万 | 减仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $26.93万 | 0.01% | 2,887 | -124 | -4.1% | -$1.16万 | 减仓 |
| DHI | D R HORTON INCORPORATED | $26.95万 | 0.01% | 1,655 | 1,655 | — | $26.95万 | 新建仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | $27.02万 | 0.01% | 5,379 | 332 | 6.6% | $1.67万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORPORATION | $27.14万 | 0.01% | 440 | 440 | — | $27.14万 | 新建仓 |
| CVCO | CAVCO INDUSTRIES INCORPORATED DEL | $27.16万 | 0.01% | 442 | -7 | -1.6% | -$4,301 | 减仓 |
| SAP | SAP SE SPON ADR | $27.20万 | 0.01% | 1,765 | 29 | 1.7% | $4,469 | 加仓 |
| RPM | RPM INTERNATIONAL INCORPORATED | $27.33万 | 0.01% | 2,459 | 2,459 | — | $27.33万 | 新建仓 |
| NEM | NEWMONT CORPORATION | $27.34万 | 0.01% | 2,927 | 594 | 25.5% | $5.55万 | 加仓 |
| HRL | HORMEL FOODS CORPORATION | $27.40万 | 0.01% | 11,040 | -756 | -6.4% | -$1.88万 | 减仓 |
| PSC | PRINCIPAL EXCHANGE-TRADED FDS PRIN U S SMALL-CAP | $27.44万 | 0.01% | 3,913 | 3,913 | — | $27.44万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK | $27.47万 | 0.01% | 4,291 | 142 | 3.4% | $9,090 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXCHANGE TRADED FD TR VAR RATE INVT GRADE ETF | $27.53万 | 0.01% | 10,980 | 10,980 | — | $27.53万 | 新建仓 |
| EFAV | ISHARES TR MSCI EAFE MIN VL | $27.63万 | 0.01% | 3,151 | -191 | -5.7% | -$1.68万 | 减仓 |
| MNST | MONSTER BEVERAGE CORPORATION NEW | $27.69万 | 0.01% | 2,881 | -71 | -2.4% | -$6,825 | 减仓 |
| AWK | AMERICAN WTR WKS COMPANY INCORPORATED NEW | $27.71万 | 0.01% | 2,106 | 482 | 29.7% | $6.34万 | 重新持有 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $27.75万 | 0.01% | 5,812 | 5,812 | — | $27.75万 | 新建仓 |
| ITRN | ITURAN LOCATION AND CONTROL SHS | $27.75万 | 0.01% | 4,549 | 4,549 | — | $27.75万 | 新建仓 |
| GSAT | GLOBALSTAR INCORPORATED COM NEW | $27.85万 | 0.01% | 3,426 | -650 | -15.9% | -$5.28万 | 减仓 |
| NNE | NANO NUCLEAR ENERGY INC COMMON STOCK | $27.91万 | 0.01% | 13,204 | 748 | 6.0% | $1.58万 | 加仓 |
| DAVE | DAVE INC CLASS A | $27.94万 | 0.01% | 750 | 750 | — | $27.94万 | 新建仓 |
| BCE | BCE INCORPORATED COM NEW | $28.07万 | 0.01% | 13,050 | 500 | 4.0% | $1.08万 | 加仓 |
| — | BITWISE PROFICIO CURRENCY DEBASEMENT ETF | $28.25万 | 0.01% | 14,930 | -6,900 | -31.6% | -$13.05万 | 减仓 |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $28.25万 | 0.01% | 4,122 | -53 | -1.3% | -$3,633 | 减仓 |
| CCL | CARNIVAL CORPORATION LIMITED COMMON SHARES | $28.28万 | 0.01% | 9,899 | 9,899 | — | $28.28万 | 新建仓 |
| TIGO | MILLICOM INTERNATIONAL CELLULAR S A COM STK | $28.29万 | 0.01% | 3,117 | -2,692 | -46.3% | -$24.43万 | 重新持有 |
| ULTA | ULTA BEAUTY INCORPORATED | $28.32万 | 0.01% | 628 | 20 | 3.3% | $9,020 | 加仓 |
| IDEV | ISHARES TR CORE MSCI INTL | $28.34万 | 0.01% | 3,184 | 6 | 0.2% | $534 | 加仓 |
| WAT | WATERS CORPORATION | $28.43万 | 0.01% | 758 | 758 | — | $28.43万 | 新建仓 |
| FNOV | FIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQUITY BUFFER ETF NOVEMBER | $28.46万 | 0.01% | 4,866 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $28.47万 | 0.01% | 3,049 | 123 | 4.2% | $1.15万 | 加仓 |
| ETH | GRAYSCALE ETHEREUM MINI TR ETF SHS NEW | $28.50万 | 0.01% | 18,965 | 3,110 | 19.6% | $4.67万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INCORPORATED | $28.52万 | 0.01% | 3,187 | 3,187 | — | $28.52万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $28.76万 | 0.01% | 57,636 | -1,100 | -1.9% | -$5,489 | 减仓 |
| EWX | SPDR S&P EMERGING MARKETS SMALL CAP ETF | $28.77万 | 0.01% | 3,872 | 51 | 1.3% | $3,790 | 加仓 |
| RDDT | REDDIT INCORPORATED CLASS A | $29.01万 | 0.01% | 1,671 | 276 | 19.8% | $4.79万 | 重新持有 |
| XLP | SPDR CONSUMER STAPLES SELECT SECTOR FUND | $29.08万 | 0.01% | 3,501 | -95 | -2.6% | -$7,891 | 减仓 |
| THRO | ISHARES US THMATIC ROTATN ACT ETF | $29.14万 | 0.01% | 6,759 | -2,880 | -29.9% | -$12.42万 | 减仓 |
| JPC | NUVEEN PREFERRED & INCOME OPPORTUNIT | $29.30万 | 0.01% | 37,182 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $29.44万 | 0.01% | 3,193 | -12 | -0.4% | -$1,107 | 减仓 |
| ABNB | AIRBNB INCORPORATED COM CLASS A | $29.46万 | 0.01% | 2,059 | 11 | 0.5% | $1,574 | 加仓 |
| XTL | SPDR SERIES TRUST S&P TELECOM | $29.50万 | 0.01% | 1,297 | 1,297 | — | $29.50万 | 新建仓 |
| — | PGIM S&P 500 MAX BUFFER ETF - JANUARY | $29.51万 | 0.01% | 10,767 | -45 | -0.4% | -$1,233 | 减仓 |
| TNA | DIREXION DAILY SMALL CAP BULL 3X ETF | $29.56万 | 0.01% | 3,936 | -7,970 | -66.9% | -$59.86万 | 减仓 |
| ACMR | ACM RESH INC CLASS CLASS A | $29.58万 | 0.01% | 2,331 | 2,331 | — | $29.58万 | 新建仓 |
| PKG | PACKAGING CORPORATION AMER | $29.58万 | 0.01% | 1,242 | 58 | 4.9% | $1.38万 | 加仓 |
| BALT | Innovator Defined Wealth Shld ETF | $29.73万 | 0.01% | 8,676 | 8,676 | — | $29.73万 | 新建仓 |
| TXT | TEXTRON INCORPORATED | $29.78万 | 0.01% | 3,247 | 3,247 | — | $29.78万 | 新建仓 |
| GSIE | GOLDMAN SACHS ACTVBT INTEREQY ETF | $29.85万 | 0.01% | 6,531 | 6,531 | — | $29.85万 | 新建仓 |
| GMAR | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH | $29.90万 | 0.01% | 6,759 | -263 | -3.7% | -$1.16万 | 减仓 |
| QEFA | SPDR INDEX SHARES FUNDS SPDR MSCI EAFE STRATEGICFACTRS ETF | $29.93万 | 0.01% | 3,117 | 1 | 0.0% | $96 | 加仓 |
| KNSL | KINSALE CAP GROUP INCORPORATED | $29.95万 | 0.01% | 908 | -82 | -8.3% | -$2.70万 | 减仓 |
| SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETF | $30.05万 | 0.01% | 12,449 | 12,449 | — | $30.05万 | 新建仓 |
| IJJ | ISHARES TR S&P MC 400VL ETF | $30.11万 | 0.01% | 2,038 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES MSCI ACWI EX US ETF | $30.16万 | 0.01% | 3,963 | -93 | -2.3% | -$7,078 | 减仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $30.23万 | 0.01% | 3,415 | 78 | 2.3% | $6,905 | 加仓 |
| NTRA | NATERA INCORPORATED | $30.27万 | 0.01% | 1,115 | 1,115 | — | $30.27万 | 新建仓 |
| SCHK | SCHWAB 1000 INDEX ETF | $30.27万 | 0.01% | 8,395 | -672 | -7.4% | -$2.42万 | 减仓 |
| TDG | TRANSDIGM GROUP INCORPORATED | $30.37万 | 0.01% | 228 | 22 | 10.7% | $2.93万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INCORPORATED | $30.46万 | 0.01% | 16,990 | -5,836 | -25.6% | -$10.46万 | 减仓 |
| CQP | CHENIERE ENERGY PARTNERS LP COM UNIT | $30.48万 | 0.01% | 5,000 | 5,000 | — | $30.48万 | 新建仓 |
| TLH | ISHARES TR 10-20 YR TRS ETF | $30.48万 | 0.01% | 3,037 | -1,929 | -38.8% | -$19.36万 | 减仓 |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $30.64万 | 0.01% | 2,979 | 2,979 | — | $30.64万 | 新建仓 |
| B | BARRICK MINING CORPORATION COM SHS | $30.76万 | 0.01% | 8,374 | 1,563 | 22.9% | $5.74万 | 加仓 |
| WPC | WP CAREY INCORPORATED REIT | $30.77万 | 0.01% | 4,304 | 36 | 0.8% | $2,574 | 加仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF | $31.01万 | 0.01% | 13,777 | -235 | -1.7% | -$5,290 | 减仓 |
| NTRS | NORTHERN TR CORPORATION | $31.15万 | 0.01% | 1,792 | -10 | -0.6% | -$1,738 | 减仓 |
| — | STATE STREET SPDR S&P KENSHO FINAL FRONTIERS ETF | $31.19万 | 0.01% | 2,611 | 2,611 | — | $31.19万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORPORATION DEL | $31.32万 | 0.01% | 578 | 4 | 0.7% | $2,167 | 加仓 |