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 |
|---|---|---|---|---|---|---|---|---|
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $59.93万 | 0.02% | 2,264 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $60.30万 | 0.02% | 16,166 | -650 | -3.9% | -$2.42万 | 减仓 |
| ARCC | ARES CAPITAL CORPORATION | $60.35万 | 0.02% | 32,567 | 8,247 | 33.9% | $15.28万 | 加仓 |
| IFRA | ISHARES TR US INFRASTRUC | $60.39万 | 0.02% | 9,580 | 5,177 | 117.6% | $32.64万 | 加仓 |
| — | GLOBAL X MSCI SUPERDIVIDEND EAFE ETF | $60.72万 | 0.02% | 28,427 | 6,455 | 29.4% | $13.79万 | 加仓 |
| PTF | INVESCO DWA TECHNOLOGY MOMENTUM ETF | $61.00万 | 0.02% | 4,475 | 4,475 | — | $61.00万 | 新建仓 |
| FJAN | FT VEST U.S. EQUITY BUFFER - JANUARY | $61.20万 | 0.02% | 11,110 | -300 | -2.6% | -$1.65万 | 减仓 |
| GSY | INVESCO ULTRA SHORT DURATION ETF | $61.64万 | 0.02% | 12,292 | 3,976 | 47.8% | $19.94万 | 加仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $61.80万 | 0.02% | 13,514 | 2,204 | 19.5% | $10.08万 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL iNTELLIGENCE & TECHNOLOGY | $62.00万 | 0.03% | 9,450 | -42 | -0.4% | -$2,756 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $62.04万 | 0.03% | 3,959 | 1,284 | 48.0% | $20.12万 | 加仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $62.23万 | 0.03% | 8,223 | 8,223 | — | $62.23万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INCORPORATED | $62.26万 | 0.03% | 4,095 | -23 | -0.6% | -$3,497 | 减仓 |
| — | BRANDYWINEGLOBAL-U.S. FIXED INCOME ETF | $62.52万 | 0.03% | 25,478 | 7,314 | 40.3% | $17.95万 | 加仓 |
| GWW | GRAINGER W W INCORPORATED | $62.58万 | 0.03% | 460 | 25 | 5.7% | $3.40万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INCORPORATED | $62.62万 | 0.03% | 11,416 | 11,416 | — | $62.62万 | 新建仓 |
| FMDE | Fidelity Enhanced Mid Cap ETF | $62.80万 | 0.03% | 15,475 | 614 | 4.1% | $2.49万 | 加仓 |
| — | GLOBAL X ALTERNATIVES INCOME ETF | $62.81万 | 0.03% | 50,561 | -28,677 | -36.2% | -$35.62万 | 减仓 |
| NSC | NORFOLK SOUTHN CORPORATION | $62.91万 | 0.03% | 2,000 | 705 | 54.4% | $22.18万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $63.16万 | 0.03% | 12,487 | 3,223 | 34.8% | $16.30万 | 加仓 |
| IYF | ISHARES TR U.S. FINLS ETF | $63.24万 | 0.03% | 4,960 | -626 | -11.2% | -$7.98万 | 减仓 |
| SNOW | SNOWFLAKE INCORPORATED CLASS A | $63.29万 | 0.03% | 2,487 | 125 | 5.3% | $3.18万 | 加仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET | $63.34万 | 0.03% | 21,544 | 1,284 | 6.3% | $3.77万 | 加仓 |
| PSI | INVESCO SEMICONDUCTORS ETF | $63.43万 | 0.03% | 3,377 | 3,377 | — | $63.43万 | 新建仓 |
| IGV | ISHARES TR EXPANDED TECH | $63.69万 | 0.03% | 7,030 | 1,316 | 23.0% | $11.92万 | 加仓 |
| CAH | CARDINAL HEALTH INCORPORATED | $64.03万 | 0.03% | 2,696 | 159 | 6.3% | $3.78万 | 加仓 |
| FCAL | FRST TR CLFRNA MNCPL HGH INCM ETF | $64.14万 | 0.03% | 12,918 | 8,495 | 192.1% | $42.18万 | 加仓 |
| BUSE | FIRST BUSEY CORP | $65.64万 | 0.03% | 22,252 | 0 | 0.0% | — | 不变 |
| FMHI | FIRST TRUST MUNICIPAL HIGH INCOME ETF | $65.69万 | 0.03% | 13,548 | 2 | 0.0% | $97 | 加仓 |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | $66.18万 | 0.03% | 11,360 | -1,690 | -13.0% | -$9.85万 | 减仓 |
| STLN | ONCOLOGY INST INC | $66.19万 | 0.03% | 121,900 | 18,700 | 18.1% | $10.15万 | 加仓 |
| RKLB | ROCKET LAB CORPORATION | $66.68万 | 0.03% | 6,560 | -55 | -0.8% | -$5,591 | 减仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC COMMON STOCK | $67.07万 | 0.03% | 48,389 | -316 | -0.6% | -$4,380 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $67.39万 | 0.03% | 10,835 | 844 | 8.4% | $5.25万 | 加仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $67.44万 | 0.03% | 1,902 | -601 | -24.0% | -$21.31万 | 重新持有 |
| IBB | ISHARES TR ISHARES BIOTECH | $67.66万 | 0.03% | 3,558 | 135 | 3.9% | $2.57万 | 加仓 |
| COHR | COHERENT CORPORATION | $67.85万 | 0.03% | 1,720 | 14 | 0.8% | $5,523 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $67.97万 | 0.03% | 8,688 | 2,225 | 34.4% | $17.41万 | 加仓 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $68.05万 | 0.03% | 12,651 | 7,084 | 127.2% | $38.11万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INCORPORATED | $69.19万 | 0.03% | 1,393 | 40 | 3.0% | $1.99万 | 加仓 |
| WULF | TERAWULF INC COMMON STOCK | $69.25万 | 0.03% | 28,037 | -2,800 | -9.1% | -$6.92万 | 减仓 |
| — | IDX ALTERNATIVE FIAT ETF | $69.29万 | 0.03% | 36,662 | -17,229 | -32.0% | -$32.56万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INCORPORATED | $69.46万 | 0.03% | 2,833 | 4 | 0.1% | $981 | 加仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $69.70万 | 0.03% | 15,236 | -3,150 | -17.1% | -$14.41万 | 减仓 |
| EWZ | ISHARES INCORPORATED MSCI BRAZIL ETF | $69.80万 | 0.03% | 20,233 | 20,233 | — | $69.80万 | 新建仓 |
| CGMU | CAPITAL GROUP MUNICIPAL INC ETF | $69.92万 | 0.03% | 25,452 | 2,046 | 8.7% | $5.62万 | 加仓 |
| SYK | STRYKER CORPORATION | $70.17万 | 0.03% | 2,229 | -27 | -1.2% | -$8,500 | 减仓 |
| UFOX | DEFIANCE CONNECTIVE TECHNOLOGIES ETF | $70.52万 | 0.03% | 7,420 | -111 | -1.5% | -$1.05万 | 减仓 |
| GSUS | GOLDMAN SACHS MARKTBTA US EQY ETF | $70.55万 | 0.03% | 6,843 | 4,249 | 163.8% | $43.80万 | 加仓 |
| BKNG | BOOKING HOLDINGS INCORPORATED | $70.58万 | 0.03% | 3,960 | -190 | -4.6% | -$3.39万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INCORPORATED | $70.73万 | 0.03% | 3,158 | -50 | -1.6% | -$1.12万 | 减仓 |
| ULST | SSGA ACTIVE TRUST SPDR SSGA ULTRA SHORT TERM BOND ETF | $70.84万 | 0.03% | 17,523 | 240 | 1.4% | $9,702 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $70.97万 | 0.03% | 31,869 | 1,074 | 3.5% | $2.39万 | 加仓 |
| PAYX | PAYCHEX INCORPORATED | $71.02万 | 0.03% | 7,222 | 712 | 10.9% | $7.00万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INCORPORATED | $71.62万 | 0.03% | 2,648 | -69 | -2.5% | -$1.87万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT REIT | $71.88万 | 0.03% | 10,581 | -228 | -2.1% | -$1.55万 | 减仓 |
| SCCO | SOUTHERN COPPER CORPORATION | $72.05万 | 0.03% | 4,134 | -140 | -3.3% | -$2.44万 | 减仓 |
| BP | BP PLC SPONSORED ADR | $72.34万 | 0.03% | 19,578 | -34 | -0.2% | -$1,256 | 减仓 |
| VFH | VANGUARD FINANCIALS ETF | $72.54万 | 0.03% | 5,512 | 805 | 17.1% | $10.59万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIES COM NEW | $72.85万 | 0.03% | 54,730 | 2,030 | 3.9% | $2.70万 | 加仓 |
| DLR | DIGITAL RLTY TR INCORPORATED REIT | $73.23万 | 0.03% | 4,078 | -8 | -0.2% | -$1,437 | 减仓 |
| FMAY | FT VEST U.S. EQUITY BUFFER ETF - MAY | $73.93万 | 0.03% | 13,155 | 1,997 | 17.9% | $11.22万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $74.70万 | 0.03% | 26,966 | 12,007 | 80.3% | $33.26万 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTRM OPP | $75.09万 | 0.03% | 14,989 | 0 | 0.0% | — | 不变 |
| QTUM | DEFIANCE QUANTUM ETF | $75.24万 | 0.03% | 4,549 | 384 | 9.2% | $6.35万 | 加仓 |
| GH | GUARDANT HEALTH INC COMMON STOCK | $75.69万 | 0.03% | 5,045 | 5,045 | — | $75.69万 | 新建仓 |
| FSEP | FT VEST U.S. EQUITY BUFFER ETF SEPTEMBER | $75.76万 | 0.03% | 13,755 | -1,900 | -12.1% | -$10.47万 | 减仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $76.49万 | 0.03% | 15,146 | 268 | 1.8% | $1.35万 | 加仓 |
| IGM | ISHARES TR EXPND TEC SC ETF | $76.66万 | 0.03% | 4,686 | -8 | -0.2% | -$1,309 | 减仓 |
| CTVA | CORTEVA INCORPORATED | $76.67万 | 0.03% | 9,056 | -54 | -0.6% | -$4,572 | 减仓 |
| DY | DYCOM INDUSTRIES INCORPORATED | $76.80万 | 0.03% | 1,519 | 511 | 50.7% | $25.84万 | 加仓 |
| SCI | SERVICE CORPORATION INTERNATIONAL | $76.83万 | 0.03% | 10,115 | 10,115 | — | $76.83万 | 新建仓 |
| FAUG | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | $77.26万 | 0.03% | 13,674 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR U.S. MED DVC ETF | $77.35万 | 0.03% | 15,654 | 2,650 | 20.4% | $13.09万 | 加仓 |
| AGNC | AGNC INVT CORPORATION REIT | $77.80万 | 0.03% | 71,378 | 5,167 | 7.8% | $5.63万 | 加仓 |
| IJS | ISHARES TR SP SMCP600VL ETF | $77.82万 | 0.03% | 5,693 | 243 | 4.5% | $3.32万 | 加仓 |
| RIOT | RIOT PLATFORMS INCORPORATED | $77.99万 | 0.03% | 28,484 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB FUNDTL INTRNL SML EQT ETF | $78.01万 | 0.03% | 16,065 | 800 | 5.2% | $3.88万 | 加仓 |
| XAR | SPDR S&P AEROSPACE & DEFENSE ETF | $78.09万 | 0.03% | 2,752 | -151 | -5.2% | -$4.28万 | 减仓 |
| MGC | VANGUARD MEGA CAP INDEX FUND ETF SHARES | $78.48万 | 0.03% | 2,868 | 25 | 0.9% | $6,841 | 加仓 |
| CRWV | COREWEAVE INCORPORATED COM CLASS A | $78.73万 | 0.03% | 7,909 | -6,304 | -44.4% | -$62.75万 | 减仓 |
| FLCG | FEDERATED HME MDT LAR GRW ETF NAV CF | $78.75万 | 0.03% | 23,641 | 1,700 | 7.7% | $5.66万 | 加仓 |
| LIN | LINDE PLC SHS | $79.01万 | 0.03% | 1,523 | 40 | 2.7% | $2.08万 | 加仓 |
| KMB | KIMBERLY-CLARK CORPORATION | $79.04万 | 0.03% | 7,201 | 742 | 11.5% | $8.14万 | 加仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $79.19万 | 0.03% | 18,205 | -230 | -1.2% | -$1.00万 | 减仓 |
| — | ISHARES ETHEREUM TR SHS | $79.20万 | 0.03% | 66,609 | -11,122 | -14.3% | -$13.22万 | 减仓 |
| TLN | TALEN ENERGY CORPORATION | $79.27万 | 0.03% | 2,063 | 474 | 29.8% | $18.21万 | 加仓 |
| MPWR | MONOLITHIC PWR SYSTEMS INCORPORATED | $79.63万 | 0.03% | 576 | 7 | 1.2% | $9,677 | 加仓 |
| FN | FABRINET SHS | $79.98万 | 0.03% | 1,423 | 799 | 128.0% | $44.91万 | 加仓 |
| — | FIRST TRUST BLMRG ARTIF INTEL ETF | $80.24万 | 0.03% | 14,750 | 13 | 0.1% | $707 | 加仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L P | $80.28万 | 0.03% | 21,839 | -767 | -3.4% | -$2.82万 | 减仓 |
| MXL | MAXLINEAR INC | $80.83万 | 0.03% | 6,313 | 6,313 | — | $80.83万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INCORPORATED | $81.03万 | 0.03% | 3,823 | -45 | -1.2% | -$9,537 | 减仓 |
| O | REALTY INCOME CORPORATION REIT | $81.09万 | 0.03% | 13,088 | 1,207 | 10.2% | $7.48万 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $81.12万 | 0.03% | 16,067 | -592 | -3.6% | -$2.99万 | 减仓 |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $81.71万 | 0.03% | 14,704 | 6,551 | 80.4% | $36.40万 | 加仓 |
| ECL | ECOLAB INCORPORATED | $82.00万 | 0.03% | 2,943 | 1,612 | 121.1% | $44.91万 | 加仓 |
| IWR | ISHARES TR RUS MID CAP ETF | $82.00万 | 0.03% | 7,433 | -27 | -0.4% | -$2,979 | 减仓 |
| PEY | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | $82.03万 | 0.03% | 35,390 | -2,979 | -7.8% | -$6.91万 | 减仓 |
| DVN | DEVON ENERGY CORPORATION NEW | $82.05万 | 0.03% | 19,857 | 1,864 | 10.4% | $7.70万 | 加仓 |