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 |
|---|---|---|---|---|---|---|---|---|
| FJUL | FT VEST U.S. EQUITY BUFFER ETF - JULY | $42.20万 | 0.02% | 7,088 | -5,163 | -42.1% | -$30.74万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $42.41万 | 0.02% | 10,990 | 695 | 6.8% | $2.68万 | 加仓 |
| JAJL | INNOVATOR EQUITY DEFINED PROTECTION ETF 6 MO JAN/JUL | $42.43万 | 0.02% | 14,186 | 0 | 0.0% | — | 不变 |
| BUYW | MAIN BUYWRITE ETF | $42.66万 | 0.02% | 29,520 | 244 | 0.8% | $3,526 | 加仓 |
| SPXL | DIREXION DAILY S&P 500 BULL 3X ETF | $42.66万 | 0.02% | 1,576 | -874 | -35.7% | -$23.66万 | 减仓 |
| AMP | AMERIPRISE FINL INCORPORATED | $42.66万 | 0.02% | 930 | 9 | 1.0% | $4,129 | 加仓 |
| AMBQ | AMBIQ MICRO INCORPORATED COMMON STOCK | $42.83万 | 0.02% | 4,850 | 4,850 | — | $42.83万 | 新建仓 |
| LITE | LUMENTUM HLDGS INCORPORATED | $42.99万 | 0.02% | 501 | 136 | 37.3% | $11.67万 | 加仓 |
| CALI | ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF | $43.02万 | 0.02% | 8,514 | 8,514 | — | $43.02万 | 新建仓 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $43.12万 | 0.02% | 16,699 | 16,699 | — | $43.12万 | 新建仓 |
| DOW | DOW INCORPORATED | $43.85万 | 0.02% | 16,028 | 6,539 | 68.9% | $17.89万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INCORPORATED COM NEW REIT | $43.99万 | 0.02% | 19,673 | 326 | 1.7% | $7,289 | 加仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP CLASS A ORDINARY SHARES | $44.02万 | 0.02% | 27,737 | 27,737 | — | $44.02万 | 新建仓 |
| CLOI | VANECK CLO ETF | $44.08万 | 0.02% | 8,325 | 8,325 | — | $44.08万 | 新建仓 |
| IHE | ISHARES TR U.S. PHARMA ETF | $44.37万 | 0.02% | 4,481 | 83 | 1.9% | $8,218 | 加仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $44.44万 | 0.02% | 2,027 | 130 | 6.9% | $2.85万 | 加仓 |
| GMAY | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY | $44.46万 | 0.02% | 10,329 | -162 | -1.5% | -$6,972 | 减仓 |
| UAL | UNITED AIRLS HLDGS INCORPORATED | $44.71万 | 0.02% | 3,288 | -83 | -2.5% | -$1.13万 | 减仓 |
| DASH | DOORDASH INCORPORATED CLASS A | $44.73万 | 0.02% | 2,424 | 126 | 5.5% | $2.33万 | 加仓 |
| EXPD | EXPEDITORS INTERNATIONAL WASH INCORPORATED | $44.97万 | 0.02% | 2,759 | 43 | 1.6% | $7,008 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $44.99万 | 0.02% | 8,534 | -1,962 | -18.7% | -$10.34万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $45.05万 | 0.02% | 5,873 | 1,240 | 26.8% | $9.51万 | 加仓 |
| RL | RALPH LAUREN CORPORATION CLASS A | $45.06万 | 0.02% | 1,123 | -13 | -1.1% | -$5,216 | 减仓 |
| XLC | SPDR COMMUNICATION SERVICES SELECT SECTOR FUND | $45.19万 | 0.02% | 4,218 | -319 | -7.0% | -$3.42万 | 减仓 |
| — | NUVEEN ARIZONA QLTY MNCP | $45.34万 | 0.02% | 36,300 | 11,300 | 45.2% | $14.11万 | 加仓 |
| BCAT | BLACKROCK CAPITAL ALLOCATION TERM TRUST COMMON SHS | $45.46万 | 0.02% | 28,536 | 3,537 | 14.1% | $5.63万 | 加仓 |
| RY | ROYAL BK CDA | $45.76万 | 0.02% | 2,211 | -25 | -1.1% | -$5,174 | 减仓 |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $45.79万 | 0.02% | 9,360 | 921 | 10.9% | $4.51万 | 加仓 |
| ILMN | ILLUMINA INCORPORATED | $45.87万 | 0.02% | 2,609 | -46 | -1.7% | -$8,088 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORPORATION | $45.93万 | 0.02% | 10,762 | 4,295 | 66.4% | $18.33万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $46.16万 | 0.02% | 740 | -25 | -3.3% | -$1.56万 | 减仓 |
| FTA | FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | $46.29万 | 0.02% | 4,782 | -31 | -0.6% | -$3,001 | 减仓 |
| FOCT | FT Vest US Equity Buffer ETF October | $46.39万 | 0.02% | 8,872 | -361 | -3.9% | -$1.89万 | 减仓 |
| VPU | VANGUARD UTILITIES ETF | $46.60万 | 0.02% | 2,381 | 13 | 0.5% | $2,544 | 加仓 |
| MAGS | LISTED FUNDS TRUST ROUNDHILL MAGNIFICENT SEVEN ETF | $47.45万 | 0.02% | 7,379 | 285 | 4.0% | $1.83万 | 加仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $47.68万 | 0.02% | 4,619 | 70 | 1.5% | $7,225 | 加仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | $47.70万 | 0.02% | 15,826 | 1,992 | 14.4% | $6.00万 | 加仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $47.75万 | 0.02% | 17,653 | 118 | 0.7% | $3,192 | 加仓 |
| HYEM | VANECK EMERGING MARKETS HIGH YIELD BOND ETF | $47.81万 | 0.02% | 23,772 | -12,699 | -34.8% | -$25.54万 | 减仓 |
| MTB | M & T BK CORPORATION | $48.34万 | 0.02% | 2,031 | 114 | 5.9% | $2.71万 | 加仓 |
| IUSV | ISHARES TR CORE S&P US VLU | $48.35万 | 0.02% | 4,389 | 75 | 1.7% | $8,262 | 加仓 |
| FTNT | FORTINET INCORPORATED | $48.45万 | 0.02% | 3,154 | -218 | -6.5% | -$3.35万 | 减仓 |
| WSM | WILLIAMS SONOMA INCORPORATED | $48.60万 | 0.02% | 2,085 | -3 | -0.1% | -$699 | 减仓 |
| GOVT | ISHARES TR US TREAS BD ETF | $48.64万 | 0.02% | 21,353 | -5,592 | -20.8% | -$12.74万 | 减仓 |
| SPSB | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $48.66万 | 0.02% | 16,213 | -102 | -0.6% | -$3,061 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $49.34万 | 0.02% | 19,313 | 4,009 | 26.2% | $10.24万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INCORPORATED | $49.63万 | 0.02% | 4,195 | 104 | 2.5% | $1.23万 | 加仓 |
| — | SAN JUAN BASIN RTY T ROYALTY TRUST | $49.90万 | 0.02% | 155,450 | -10,500 | -6.3% | -$3.37万 | 减仓 |
| SGVT | SCHWAB GOVT MONEY MKT ETF | $49.93万 | 0.02% | 4,957 | 4,957 | — | $49.93万 | 新建仓 |
| — | INFRACAP REIT PREFERRED ETF | $50.00万 | 0.02% | 28,736 | 12,726 | 79.5% | $22.14万 | 加仓 |
| PHM | PULTE GROUP INCORPORATED | $50.07万 | 0.02% | 3,649 | 161 | 4.6% | $2.21万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD VIII FIRST TRUST FLEXIBLE MUNICIPAL HIGH INCOME ETF | $50.08万 | 0.02% | 28,833 | -1,500 | -4.9% | -$2.61万 | 减仓 |
| IJT | ISHARES TR S&P SML 600 GWT | $50.11万 | 0.02% | 2,806 | 148 | 5.6% | $2.64万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INCORPORATED N C CLASS A | $50.56万 | 0.02% | 243 | 3 | 1.2% | $6,242 | 加仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $50.73万 | 0.02% | 6,122 | 176 | 3.0% | $1.46万 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $51.04万 | 0.02% | 10,646 | -381 | -3.5% | -$1.83万 | 减仓 |
| IJK | ISHARES S&P MID CAP 400 GRWTH ETF | $51.75万 | 0.02% | 4,404 | -118 | -2.6% | -$1.39万 | 减仓 |
| — | PACER US CASH COWS GROWTH ETF | $51.92万 | 0.02% | 8,806 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INCORPORATED | $52.05万 | 0.02% | 3,823 | -1,605 | -29.6% | -$21.85万 | 减仓 |
| GSK | GSK PLC SPONSORED ADR | $52.52万 | 0.02% | 10,019 | -795 | -7.4% | -$4.17万 | 减仓 |
| PSEC | PROSPECT CAP CORPORATION | $52.69万 | 0.02% | 228,091 | 228,091 | — | $52.69万 | 新建仓 |
| CTAS | CINTAS CORPORATION | $52.77万 | 0.02% | 3,102 | 3,102 | — | $52.77万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INCORPORATED CLASS A | $52.94万 | 0.02% | 3,806 | 27 | 0.7% | $3,756 | 加仓 |
| TTE | TOTALENERGIES SE | $53.13万 | 0.02% | 6,832 | 43 | 0.6% | $3,344 | 加仓 |
| MELI | MERCADOLIBRE INCORPORATED | $53.13万 | 0.02% | 313 | 4 | 1.3% | $6,790 | 加仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $53.36万 | 0.02% | 10,719 | 4,031 | 60.3% | $20.07万 | 加仓 |
| CIFR | CIPHER DIGITAL INCORPORATED | $53.53万 | 0.02% | 21,850 | -800 | -3.5% | -$1.96万 | 减仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $53.84万 | 0.02% | 13,568 | 1,591 | 13.3% | $6.31万 | 加仓 |
| — | ELECTRONIC ARTS INCORPORATED | $54.23万 | 0.02% | 2,645 | -363 | -12.1% | -$7.44万 | 减仓 |
| — | CALAMOS NASDAQ AUTOCALLABLE INCOME ETF | $54.30万 | 0.02% | 20,224 | 8,646 | 74.7% | $23.21万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SVCS | $54.33万 | 0.02% | 13,974 | -495 | -3.4% | -$1.92万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INCORPORATED | $54.39万 | 0.02% | 648 | -27 | -4.0% | -$2.27万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $54.51万 | 0.02% | 11,256 | 324 | 3.0% | $1.57万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $54.53万 | 0.02% | 1,717 | 124 | 7.8% | $3.94万 | 加仓 |
| ESGU | ISHARES TR ESG AWR MSCI USA | $54.65万 | 0.02% | 3,339 | -17 | -0.5% | -$2,782 | 减仓 |
| OKLO | OKLO INCORPORATED COM CLASS A | $54.92万 | 0.02% | 10,495 | 1,713 | 19.5% | $8.96万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE COMPANY | $55.05万 | 0.02% | 12,203 | -779 | -6.0% | -$3.51万 | 减仓 |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $55.09万 | 0.02% | 4,705 | 1,803 | 62.1% | $21.11万 | 加仓 |
| YUM | YUM BRANDS INCORPORATED | $55.30万 | 0.02% | 3,459 | 65 | 1.9% | $1.04万 | 加仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $55.59万 | 0.02% | 1,402 | 49 | 3.6% | $1.94万 | 加仓 |
| SKYY | FIRST TRUST ISE CLOUD COMPUTING INDEX FUND | $55.89万 | 0.02% | 4,153 | -22,159 | -84.2% | -$298.20万 | 减仓 |
| NBSD | NEUBERGER SHORT DURATION INCOME ETF | $56.15万 | 0.02% | 11,118 | -10,062 | -47.5% | -$50.82万 | 减仓 |
| DAL | DELTA AIR LINES INCORPORATED DEL COM NEW | $56.16万 | 0.02% | 5,996 | 85 | 1.4% | $7,961 | 加仓 |
| TFI | SPDR SERIES TRUST SPDR NUVEEN ICE MUNICIPAL BOND ETF | $57.09万 | 0.02% | 12,464 | -173 | -1.4% | -$7,923 | 减仓 |
| ED | CONSOLIDATED EDISON INCORPORATED | $57.22万 | 0.02% | 5,172 | 742 | 16.7% | $8.21万 | 加仓 |
| VDE | VANGUARD ENERGY ETF | $57.29万 | 0.02% | 3,816 | -64 | -1.6% | -$9,608 | 减仓 |
| MAR | MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A | $57.40万 | 0.02% | 1,549 | 167 | 12.1% | $6.19万 | 加仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $57.42万 | 0.02% | 11,296 | -1,997 | -15.0% | -$10.15万 | 减仓 |
| IDVO | AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF | $57.70万 | 0.02% | 13,739 | 3,690 | 36.7% | $15.50万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $58.01万 | 0.02% | 7,909 | -3,698 | -31.9% | -$27.12万 | 减仓 |
| EOG | EOG RES INCORPORATED | $58.17万 | 0.02% | 4,484 | 569 | 14.5% | $7.38万 | 加仓 |
| FLRN | SPDR BLOOMBERG INT GRD FLT RT ETF | $58.39万 | 0.02% | 18,927 | 18,927 | — | $58.39万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INCORPORATED COM CLASS A | $58.46万 | 0.02% | 66,811 | -8,794 | -11.6% | -$7.69万 | 减仓 |
| ON | ON SEMICONDUCTOR CORPORATION | $58.59万 | 0.02% | 6,197 | 6,197 | — | $58.59万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND COMPANY | $58.76万 | 0.02% | 7,692 | 440 | 6.1% | $3.36万 | 加仓 |
| UDR | UDR INCORPORATED REIT | $58.82万 | 0.02% | 14,734 | -253 | -1.7% | -$1.01万 | 减仓 |
| ADSK | AUTODESK INCORPORATED | $58.99万 | 0.02% | 3,034 | -767 | -20.2% | -$14.91万 | 减仓 |
| EMXC | ISHARES INCORPORATED MSCI EMRG CHN | $59.20万 | 0.02% | 5,787 | -627 | -9.8% | -$6.41万 | 减仓 |
| F | FORD MTR COMPANY | $59.74万 | 0.02% | 42,982 | -204 | -0.5% | -$2,836 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INCORPORATED | $59.91万 | 0.02% | 1,813 | 91 | 5.3% | $3.01万 | 加仓 |