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 |
|---|---|---|---|---|---|---|---|---|
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUND | $31.49万 | 0.01% | 2,152 | 50 | 2.4% | $7,317 | 加仓 |
| SPAB | SPDR SERIES TRUST SPDR PORTFOLIO AGGREGATE BOND ETF | $31.58万 | 0.01% | 12,376 | 144 | 1.2% | $3,675 | 加仓 |
| CMCSA | COMCAST CORPORATION NEW CLASS A | $31.61万 | 0.01% | 12,876 | -30,551 | -70.4% | -$75.01万 | 减仓 |
| — | GAMCO NAT RES GOLD & INCOME TR SH BEN INT | $31.62万 | 0.01% | 38,800 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORPORATION | $31.63万 | 0.01% | 13,392 | 173 | 1.3% | $4,086 | 加仓 |
| GSLC | GOLDMAN SACHS ACTVBETA US LRG ETF | $31.85万 | 0.01% | 2,244 | 2,244 | — | $31.85万 | 新建仓 |
| ICVT | ISHARES TR CONV BD ETF | $31.90万 | 0.01% | 2,621 | -54 | -2.0% | -$6,573 | 减仓 |
| AOA | ISHARES TR CORE 80 20 ETF | $32.10万 | 0.01% | 3,289 | 87 | 2.7% | $8,492 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INCORPORATED | $32.25万 | 0.01% | 2,355 | 2,355 | — | $32.25万 | 新建仓 |
| SHW | SHERWIN WILLIAMS COMPANY | $32.37万 | 0.01% | 940 | -42 | -4.3% | -$1.45万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERWRI | $32.61万 | 0.01% | 17,495 | 1,200 | 7.4% | $2.24万 | 加仓 |
| IWO | ISHARES TR RUS 2000 GRW ETF | $32.72万 | 0.01% | 831 | -83 | -9.1% | -$3.27万 | 减仓 |
| JOYY | JOYY INC AMERICAN DEPOSITARY SHARES | $32.75万 | 0.01% | 4,963 | 4,963 | — | $32.75万 | 新建仓 |
| — | VANECK ROBOTICS ETF | $32.80万 | 0.01% | 4,770 | 4,770 | — | $32.80万 | 新建仓 |
| RACE | FERRARI N V | $32.91万 | 0.01% | 884 | -17 | -1.9% | -$6,329 | 减仓 |
| DBEU | XTRACKERS MSCI EURPE HDGD EQY ETF | $32.91万 | 0.01% | 6,100 | 1,250 | 25.8% | $6.74万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $33.01万 | 0.01% | 719 | -39 | -5.1% | -$1.79万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INCORPORATED | $33.14万 | 0.01% | 2,501 | 749 | 42.8% | $9.93万 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $33.19万 | 0.01% | 5,703 | 5,703 | — | $33.19万 | 新建仓 |
| EXC | EXELON CORPORATION | $33.22万 | 0.01% | 7,127 | -953 | -11.8% | -$4.44万 | 减仓 |
| HWM | HOWMET AEROSPACE INCORPORATED | $33.26万 | 0.01% | 1,237 | 198 | 19.1% | $5.32万 | 加仓 |
| XEL | XCEL ENERGY INCORPORATED | $33.27万 | 0.01% | 4,143 | 4,143 | — | $33.27万 | 新建仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $33.44万 | 0.01% | 4,345 | 4,345 | — | $33.44万 | 新建仓 |
| — | PROSHARES ULTRA TECHNOLOGY | $33.55万 | 0.01% | 2,162 | 2,162 | — | $33.55万 | 新建仓 |
| FDLO | FIDELITY LOW VOLATILITY FACTR ETF | $33.74万 | 0.01% | 4,938 | -446 | -8.3% | -$3.05万 | 减仓 |
| BIIB | BIOGEN INCORPORATED | $33.75万 | 0.01% | 1,562 | 80 | 5.4% | $1.73万 | 加仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $33.76万 | 0.01% | 5,234 | 0 | 0.0% | — | 不变 |
| VFQY | VANGUARD WELLINGTON FD U S QUALITY FACTOR ETF | $34.06万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INCORPORATED | $34.08万 | 0.01% | 908 | -28 | -3.0% | -$1.05万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORPORATION | $34.10万 | 0.01% | 3,770 | 3,770 | — | $34.10万 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADS | $34.16万 | 0.01% | 10,083 | 1,349 | 15.4% | $4.57万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INCORPORATED | $34.42万 | 0.01% | 926 | -464 | -33.4% | -$17.25万 | 减仓 |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $34.43万 | 0.01% | 1,585 | -7 | -0.4% | -$1,521 | 减仓 |
| IEF | ISHARES TR 7-10 YR TRSY BD | $34.86万 | 0.01% | 3,686 | -391 | -9.6% | -$3.70万 | 减仓 |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $35.00万 | 0.01% | 1,806 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LIMITED SPONSORED ADS | $35.01万 | 0.01% | 3,648 | -502 | -12.1% | -$4.82万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $35.05万 | 0.01% | 1,289 | 1,289 | — | $35.05万 | 新建仓 |
| TGTX | TG THERAPEUTICS INCORPORATED | $35.07万 | 0.01% | 6,384 | 37 | 0.6% | $2,033 | 加仓 |
| FDV | FEDERATED HERMS U S STRG DIV ETF | $35.21万 | 0.01% | 11,217 | -492 | -4.2% | -$1.54万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INCORPORATED COMMON STOCK | $35.28万 | 0.01% | 11,942 | 29 | 0.2% | $857 | 加仓 |
| FIDU | FIDELITY MSCI INDUSTRIALS INDX ETF | $35.31万 | 0.01% | 3,545 | -611 | -14.7% | -$6.09万 | 减仓 |
| — | DIMENSIONAL ETF TRUST U S CORE EQUITY 2 ETF | $35.34万 | 0.01% | 7,966 | -51 | -0.6% | -$2,262 | 减仓 |
| NRG | NRG ENERGY INCORPORATED COM NEW | $35.44万 | 0.01% | 2,427 | 257 | 11.8% | $3.75万 | 加仓 |
| DG | DOLLAR GENERAL CORPORATION NEW | $35.58万 | 0.01% | 3,091 | 460 | 17.5% | $5.29万 | 加仓 |
| NUAI | NEW ERA EN & DIG | $35.69万 | 0.01% | 55,936 | 55,936 | — | $35.69万 | 新建仓 |
| DJD | INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF | $35.82万 | 0.01% | 5,653 | 0 | 0.0% | — | 不变 |
| GFEB | FT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARY | $36.06万 | 0.01% | 8,189 | 0 | 0.0% | — | 不变 |
| PWZ | INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | $36.14万 | 0.01% | 14,746 | 14,746 | — | $36.14万 | 新建仓 |
| IWN | ISHARES TR RUS 2000 VAL ETF | $36.22万 | 0.01% | 1,637 | -48 | -2.8% | -$1.06万 | 减仓 |
| SYM | SYMBOTIC INCORPORATED CLASS A COM | $36.25万 | 0.01% | 8,065 | 1,038 | 14.8% | $4.67万 | 加仓 |
| GSL | GLOBAL SHIP LEASE INCORPORATED NEW COM CLASS A | $36.25万 | 0.01% | 9,642 | 457 | 5.0% | $1.72万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $36.28万 | 0.01% | 4,657 | 1,840 | 65.3% | $14.34万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INCORPORATED. | $36.28万 | 0.01% | 3,978 | 55 | 1.4% | $5,016 | 加仓 |
| CSM | PROSHARES LARGE CAP CORE PLUS | $36.32万 | 0.01% | 4,262 | 144 | 3.5% | $1.23万 | 加仓 |
| SRLN | SPDR BLACKSTONE SENIOR LOAN ETF | $36.42万 | 0.01% | 9,038 | 18 | 0.2% | $725 | 加仓 |
| ADBE | ADOBE INCORPORATED | $36.49万 | 0.01% | 1,780 | -822 | -31.6% | -$16.85万 | 减仓 |
| ATO | ATMOS ENERGY CORPORATION | $36.89万 | 0.01% | 2,141 | 293 | 15.9% | $5.05万 | 加仓 |
| PBT | PERMIAN BASIN RTY TR UNIT BEN INT | $36.99万 | 0.01% | 14,774 | 2,335 | 18.8% | $5.85万 | 加仓 |
| FMAR | FIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQUITY BUFFER ETF MARCH | $37.12万 | 0.01% | 7,103 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INCORPORATED | $37.17万 | 0.01% | 663 | 82 | 14.1% | $4.60万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR APRIL | $37.32万 | 0.02% | 14,008 | -164 | -1.2% | -$4,369 | 减仓 |
| PRU | PRUDENTIAL FINL INCORPORATED | $37.54万 | 0.02% | 3,479 | 404 | 13.1% | $4.36万 | 加仓 |
| AKRE | PROFESSIONALLY MANAGED PORTFOLIOS AKRE FOCUS ETF | $37.70万 | 0.02% | 7,087 | -1,879 | -21.0% | -$9.99万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $37.78万 | 0.02% | 6,703 | -102 | -1.5% | -$5,750 | 减仓 |
| FLNC | FLUENCE ENERGY INCORPORATED COM CLASS A | $37.84万 | 0.02% | 19,032 | 19,032 | — | $37.84万 | 新建仓 |
| EME | EMCOR GROUP INCORPORATED | $38.19万 | 0.02% | 460 | 24 | 5.5% | $1.99万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES INCORPORATED | $38.24万 | 0.02% | 1,131 | 2 | 0.2% | $676 | 加仓 |
| MBB | ISHARES TR MBS ETF | $38.54万 | 0.02% | 4,077 | -842 | -17.1% | -$7.96万 | 减仓 |
| INFQ | INFLEQTION INCORPORATED COM SHS | $38.77万 | 0.02% | 29,110 | 29,110 | — | $38.77万 | 新建仓 |
| IWB | ISHARES TR RUS 1000 ETF | $38.84万 | 0.02% | 948 | -98 | -9.4% | -$4.01万 | 减仓 |
| ICOW | PACER DEVELOPED MARKETS INTL CASH COWS 100 ETF | $38.91万 | 0.02% | 9,347 | 1,695 | 22.2% | $7.06万 | 加仓 |
| CFR | CULLEN FROST BANKERS INCORPORATED | $38.94万 | 0.02% | 2,520 | -8 | -0.3% | -$1,236 | 减仓 |
| — | GRAYSCALE ETHEREUM TR ET | $38.94万 | 0.02% | 30,517 | 1,305 | 4.5% | $1.67万 | 加仓 |
| — | PGIM S&P 500 BUFFER 20 ETF - MARCH | $39.10万 | 0.02% | 12,182 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN PENNSYLVANIA MUNICIPAL INCOME ETF | $39.28万 | 0.02% | 44,842 | 44,842 | — | $39.28万 | 新建仓 |
| GLXY | GALAXY DIGITAL INC CLASS A COMMON STOCK | $39.43万 | 0.02% | 14,422 | 14,422 | — | $39.43万 | 新建仓 |
| XSW | SPDR S&P SOFTWARE SERVICES ETF | $39.45万 | 0.02% | 2,296 | -64 | -2.7% | -$1.10万 | 减仓 |
| KDP | KEURIG DR PEPPER INCORPORATED | $39.48万 | 0.02% | 12,061 | 4,116 | 51.8% | $13.47万 | 加仓 |
| IONQ | IONQ INCORPORATED | $39.50万 | 0.02% | 7,417 | -1,465 | -16.5% | -$7.80万 | 减仓 |
| CGAU | CENTERRA GOLD INC F | $39.66万 | 0.02% | 25,009 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD CORPORATION | $39.67万 | 0.02% | 1,119 | -4 | -0.4% | -$1,418 | 减仓 |
| FFEB | FIRST TR EXCHANGE TRADED FD VIII FT VEST US EQUITY BUFFER ETF FEB | $40.02万 | 0.02% | 6,563 | 0 | 0.0% | — | 不变 |
| — | FT Vest U.S. Small Cap Moderate Buffer ETF - November | $40.10万 | 0.02% | 14,799 | -1,450 | -8.9% | -$3.93万 | 减仓 |
| RPC | P10 INCORPORATED COM CLASS A | $40.35万 | 0.02% | 51,270 | 0 | 0.0% | — | 不变 |
| LMUB | ISHARES LONG-TERM NATIONAL MUNI BD ETF | $40.36万 | 0.02% | 7,879 | 1,560 | 24.7% | $7.99万 | 加仓 |
| GAB | GABELLI EQUITY TR INCORPORATED | $40.37万 | 0.02% | 71,321 | 3,300 | 4.9% | $1.87万 | 加仓 |
| SNPS | SYNOPSYS INCORPORATED | $40.37万 | 0.02% | 905 | -115 | -11.3% | -$5.13万 | 减仓 |
| PFF | ISHARES TR PFD AND INCM SEC | $40.40万 | 0.02% | 13,251 | -453 | -3.3% | -$1.38万 | 减仓 |
| TWLO | TWILIO INCORPORATED CLASS A | $40.54万 | 0.02% | 1,965 | 163 | 9.0% | $3.36万 | 加仓 |
| — | INNOVATOR INTL DEVELOPED PWR BUFFER ETF FEBRUARY | $40.62万 | 0.02% | 12,987 | -161 | -1.2% | -$5,036 | 减仓 |
| MTBA | SIMPLIFY MBS ETF | $40.67万 | 0.02% | 8,288 | 250 | 3.1% | $1.23万 | 加仓 |
| POWR | ISHARES INC ISHARES U S POWER INFRASTRUCTURE ETF | $40.82万 | 0.02% | 14,600 | 14,600 | — | $40.82万 | 新建仓 |
| USRT | ISHARES TR CRE U S REIT ETF | $40.82万 | 0.02% | 6,144 | 31 | 0.5% | $2,060 | 加仓 |
| KMI | KINDER MORGAN INCORPORATED DEL | $41.00万 | 0.02% | 12,824 | 645 | 5.3% | $2.06万 | 加仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $41.12万 | 0.02% | 4,185 | 1,928 | 85.4% | $18.94万 | 加仓 |
| TOL | TOLL BROTHERS INCORPORATED | $41.15万 | 0.02% | 2,498 | -334 | -11.8% | -$5.50万 | 减仓 |
| AEM | AGNICO EAGLE MINES LIMITED | $41.23万 | 0.02% | 2,658 | 41 | 1.6% | $6,360 | 加仓 |
| URI | UNITED RENTALS INCORPORATED | $41.24万 | 0.02% | 364 | 54 | 17.4% | $6.12万 | 加仓 |
| — | FT VEST INTRNL EQT MDRT BFR ETF | $41.91万 | 0.02% | 15,638 | -817 | -5.0% | -$2.19万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INCORPORATED | $42.20万 | 0.02% | 2,168 | -15 | -0.7% | -$2,920 | 减仓 |