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 |
|---|---|---|---|---|---|---|---|---|
| SLB | SCHLUMBERGER LIMITED COM STK | $82.07万 | 0.03% | 17,654 | -391 | -2.2% | -$1.82万 | 减仓 |
| — | GLOBAL X FUNDS S&P 500 COLLAR 95-110 ETF | $82.30万 | 0.03% | 29,910 | -7,316 | -19.7% | -$20.13万 | 减仓 |
| SPYV | SPDR PORTFOLIO S&P 500 VALUE ETF | $83.22万 | 0.03% | 13,690 | -3,075 | -18.3% | -$18.69万 | 减仓 |
| RF | REGIONS FINANCIAL CORPORATION NEW | $83.40万 | 0.03% | 27,615 | 650 | 2.4% | $1.96万 | 加仓 |
| EFV | ISHARES TR EAFE VALUE ETF | $83.83万 | 0.03% | 10,951 | -3,918 | -26.4% | -$29.99万 | 减仓 |
| — | PEARL DIVER CREDIT CO IN | $83.88万 | 0.03% | 84,215 | -750 | -0.9% | -$7,470 | 减仓 |
| IWS | ISHARES TR RUS MDCP VAL ETF | $84.27万 | 0.03% | 5,120 | -175 | -3.3% | -$2.88万 | 减仓 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $84.38万 | 0.03% | 4,863 | 297 | 6.5% | $5.15万 | 加仓 |
| IR | INGERSOLL RAND INCORPORATED | $84.47万 | 0.03% | 10,302 | 27 | 0.3% | $2,214 | 加仓 |
| — | NEOS GOLD HIGH INCOME ETF | $84.55万 | 0.03% | 17,452 | 7,440 | 74.3% | $36.05万 | 加仓 |
| TECL | DIREXION DAILY TECHNO BULL 3X ETF | $84.94万 | 0.03% | 3,681 | -122 | -3.2% | -$2.82万 | 减仓 |
| CM | CANADIAN IMPERIAL BK COMM | $85.27万 | 0.03% | 7,415 | 18 | 0.2% | $2,070 | 加仓 |
| FR | FIRST INDL RLTY TR INCORPORATED REIT | $85.47万 | 0.03% | 13,940 | 2 | 0.0% | $123 | 加仓 |
| USB | US BANCORP DEL COM NEW | $85.59万 | 0.03% | 14,171 | 177 | 1.3% | $1.07万 | 加仓 |
| FEZ | SPDR EURO STOXX 50 ETF | $85.95万 | 0.03% | 12,515 | -153 | -1.2% | -$1.05万 | 减仓 |
| OXY | OCCIDENTAL PETE CORPORATION | $86.53万 | 0.03% | 17,816 | -1,379 | -7.2% | -$6.70万 | 减仓 |
| COIN | COINBASE GLOBAL INCORPORATED COM CLASS A | $87.25万 | 0.04% | 5,968 | 823 | 16.0% | $12.03万 | 加仓 |
| IGRO | ISHARES TR INTL DIVID GROWTH ETF | $87.47万 | 0.04% | 9,948 | 450 | 4.7% | $3.96万 | 加仓 |
| MMM | 3M COMPANY | $87.82万 | 0.04% | 5,424 | -342 | -5.9% | -$5.54万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INCORPORATED | $88.56万 | 0.04% | 3,597 | -87 | -2.4% | -$2.14万 | 减仓 |
| HOOD | ROBINHOOD MKTS INCORPORATED COM CLASS A | $88.86万 | 0.04% | 8,861 | 2,886 | 48.3% | $28.94万 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $88.95万 | 0.04% | 8,652 | 14 | 0.2% | $1,439 | 加仓 |
| VST | VISTRA CORPORATION | $89.31万 | 0.04% | 5,630 | -96 | -1.7% | -$1.52万 | 减仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF | $89.37万 | 0.04% | 40,679 | -480 | -1.2% | -$1.05万 | 减仓 |
| FAPR | FT VEST U.S. EQUITY BUFFER ETF - APRIL | $89.96万 | 0.04% | 19,246 | 11,235 | 140.2% | $52.51万 | 加仓 |
| XLV | SPDR HEALTH CARE SELECT | $90.30万 | 0.04% | 5,691 | 435 | 8.3% | $6.90万 | 加仓 |
| IVE | ISHARES TR S&P 500 VAL ETF | $90.41万 | 0.04% | 3,982 | -587 | -12.8% | -$13.33万 | 减仓 |
| MAS | MASCO CORPORATION | $90.52万 | 0.04% | 11,124 | 136 | 1.2% | $1.11万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INCORPORATED | $90.74万 | 0.04% | 9,853 | -223 | -2.2% | -$2.05万 | 减仓 |
| CSX | CSX CORPORATION | $90.86万 | 0.04% | 19,116 | 5,174 | 37.1% | $24.59万 | 加仓 |
| OEF | ISHARES TR S&P 100 ETF | $91.80万 | 0.04% | 2,509 | -158 | -5.9% | -$5.78万 | 减仓 |
| KEY | KEYCORP | $92.19万 | 0.04% | 39,997 | 7,745 | 24.0% | $17.85万 | 加仓 |
| ENB | ENBRIDGE INCORPORATED | $92.21万 | 0.04% | 17,011 | 1,601 | 10.4% | $8.68万 | 加仓 |
| APH | AMPHENOL CORPORATION NEW CLASS A | $93.00万 | 0.04% | 5,275 | 127 | 2.5% | $2.24万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $93.42万 | 0.04% | 4,927 | -345 | -6.5% | -$6.54万 | 减仓 |
| SYY | SYSCO CORPORATION | $93.71万 | 0.04% | 11,212 | 206 | 1.9% | $1.72万 | 加仓 |
| D | DOMINION ENERGY INCORPORATED | $93.93万 | 0.04% | 13,752 | 2,615 | 23.5% | $17.86万 | 加仓 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $93.95万 | 0.04% | 16,543 | 3,984 | 31.7% | $22.63万 | 加仓 |
| HYG | ISHARES TR IBOXX HI YD ETF | $94.17万 | 0.04% | 11,775 | -1,059 | -8.3% | -$8.47万 | 减仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF-2 YR TO JULY | $94.57万 | 0.04% | 31,285 | -470 | -1.5% | -$1.42万 | 减仓 |
| GEO | GEO GROUP INCORPORATED NEW | $94.64万 | 0.04% | 32,026 | 32,026 | — | $94.64万 | 新建仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $95.57万 | 0.04% | 12,594 | 291 | 2.4% | $2.21万 | 加仓 |
| — | INNOVATOR ETFS TRUST EQUITY DEFINED P | $95.71万 | 0.04% | 36,858 | 5,634 | 18.0% | $14.63万 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD SH BEN INT | $98.29万 | 0.04% | 169,180 | 97,024 | 134.5% | $56.37万 | 加仓 |
| JBL | JABIL INCORPORATED | $98.36万 | 0.04% | 2,552 | -249 | -8.9% | -$9.60万 | 减仓 |
| SCHW | SCHWAB CHARLES CORPORATION | $98.59万 | 0.04% | 10,685 | 932 | 9.6% | $8.60万 | 加仓 |
| APP | APPLOVIN CORPORATION COM CLASS A | $99.23万 | 0.04% | 1,926 | -230 | -10.7% | -$11.85万 | 减仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $99.41万 | 0.04% | 42,977 | 18,507 | 75.6% | $42.81万 | 加仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $99.63万 | 0.04% | 19,678 | 0 | 0.0% | — | 不变 |
| — | INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF | $99.95万 | 0.04% | 80,474 | -25,277 | -23.9% | -$31.39万 | 减仓 |
| — | SCHWAB CRYPTO THEMATIC ETF | $100.00万 | 0.04% | 14,296 | 2,465 | 20.8% | $17.24万 | 加仓 |
| WMB | WILLIAMS COMPANIES INCORPORATED | $100.45万 | 0.04% | 13,512 | -1,016 | -7.0% | -$7.55万 | 减仓 |
| SPHY | SPDR PORTFOLIO HIGH YIELD BOND ETF | $101.44万 | 0.04% | 43,275 | 3,670 | 9.3% | $8.60万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $102.03万 | 0.04% | 17,093 | 2,553 | 17.6% | $15.24万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $102.37万 | 0.04% | 4,095 | 1,449 | 54.8% | $36.22万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $102.66万 | 0.04% | 27,045 | 2,588 | 10.6% | $9.82万 | 加仓 |
| XSD | SPDR S&P SEMICONDUCTOR ETF | $102.88万 | 0.04% | 1,650 | 135 | 8.9% | $8.42万 | 加仓 |
| MBSF | REGAN FLTG RATE MBS ETF VALUED ADVISERS TR | $103.53万 | 0.04% | 40,323 | 25,315 | 168.7% | $65.00万 | 加仓 |
| NUE | NUCOR CORPORATION | $103.72万 | 0.04% | 4,657 | 1,094 | 30.7% | $24.37万 | 加仓 |
| FDX | FEDEX CORPORATION | $104.45万 | 0.04% | 3,336 | 27 | 0.8% | $8,453 | 加仓 |
| SBUX | STARBUCKS CORPORATION | $106.19万 | 0.04% | 10,392 | 222 | 2.2% | $2.27万 | 加仓 |
| — | PGIM ULTRA SHORT MUNICIPAL BOND ETF | $106.39万 | 0.04% | 21,103 | 4,075 | 23.9% | $20.54万 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI | $106.82万 | 0.04% | 111,618 | -1,216 | -1.1% | -$1.16万 | 减仓 |
| ABT | ABBOTT LABS | $107.54万 | 0.04% | 11,849 | 243 | 2.1% | $2.21万 | 加仓 |
| IWMI | NEOS RUSSELL 2000 HIGH INCOME ETF | $108.60万 | 0.04% | 20,291 | 8,418 | 70.9% | $45.05万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORPORATION | $108.69万 | 0.04% | 9,677 | 61 | 0.6% | $6,852 | 加仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF CRSP U S MEGA CAP VALUE INDEX | $108.96万 | 0.04% | 6,666 | 393 | 6.3% | $6.42万 | 加仓 |
| AIO | VIRTUS ARTIFICIAL INTELL | $109.07万 | 0.04% | 38,858 | -565 | -1.4% | -$1.59万 | 减仓 |
| GNRC | GENERAC HLDGS INCORPORATED | $109.28万 | 0.04% | 3,732 | -252 | -6.3% | -$7.38万 | 减仓 |
| FSK | FS KKR CAP CORPORATION | $109.55万 | 0.04% | 104,332 | -319 | -0.3% | -$3,350 | 减仓 |
| CLS | CELESTICA INCORPORATED | $109.73万 | 0.04% | 3,008 | 784 | 35.3% | $28.60万 | 加仓 |
| NET | CLOUDFLARE INCORPORATED CLASS A COM | $110.06万 | 0.04% | 4,487 | 502 | 12.6% | $12.31万 | 加仓 |
| BLK | BLACKROCK INCORPORATED | $110.18万 | 0.04% | 1,146 | -36 | -3.0% | -$3.46万 | 减仓 |
| NBXG | NEUBERGER NEXT GENERATION COMMON STOCK | $110.24万 | 0.04% | 66,653 | 18,279 | 37.8% | $30.23万 | 加仓 |
| EMR | EMERSON ELEC COMPANY | $110.54万 | 0.04% | 7,722 | 176 | 2.3% | $2.52万 | 加仓 |
| ANET | ARISTA NETWORKS INCORPORATED COM SHS | $111.81万 | 0.05% | 6,582 | -2,828 | -30.1% | -$48.04万 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD TR INVESCO S&P 100 EQUAL WEIGHT ETF | $111.83万 | 0.05% | 8,668 | -1,135 | -11.6% | -$14.64万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $111.84万 | 0.05% | 18,109 | -1,486 | -7.6% | -$9.18万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $112.68万 | 0.05% | 15,349 | 3,745 | 32.3% | $27.49万 | 加仓 |
| FDEC | FIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQI BUFFER ETF DECEMBER | $113.06万 | 0.05% | 20,758 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR CORE TOTAL USD | $113.26万 | 0.05% | 24,542 | -3,381 | -12.1% | -$15.60万 | 减仓 |
| XMMO | INVESCO S & P MIDCAP MOMENTUM ETF | $115.20万 | 0.05% | 6,771 | -859 | -11.3% | -$14.62万 | 减仓 |
| SHOP | SHOPIFY INCORPORATED CLASS A SUB VTG SHS | $115.30万 | 0.05% | 10,098 | -1,261 | -11.1% | -$14.40万 | 减仓 |
| XYLD | GLOBAL X S&P 500 COVERED CALL ETF | $115.45万 | 0.05% | 28,304 | 363 | 1.3% | $1.48万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE-TRADED FD TR BETABUILDERS US EQUITY ETF | $115.55万 | 0.05% | 8,577 | -1,277 | -13.0% | -$17.20万 | 减仓 |
| WAB | WABTEC | $115.74万 | 0.05% | 4,293 | 51 | 1.2% | $1.37万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST ISHARES U S EQUITY FACTOR ROTATION ACTIVE ETF | $116.40万 | 0.05% | 17,115 | -3,054 | -15.1% | -$20.77万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY ETF | $119.80万 | 0.05% | 33,996 | -90 | -0.3% | -$3,172 | 减仓 |
| PSX | PHILLIPS 66 | $120.18万 | 0.05% | 7,109 | 490 | 7.4% | $8.28万 | 加仓 |
| — | FEDERATED HME MDT LAR VAL ETF NAV CF | $121.07万 | 0.05% | 33,765 | 390 | 1.2% | $1.40万 | 加仓 |
| IXUS | ISHARES TR CORE MSCI TOTAL | $121.57万 | 0.05% | 12,776 | 1,094 | 9.4% | $10.41万 | 加仓 |
| FCEL | FUELCELL ENERGY INC COMMON STOCK | $122.19万 | 0.05% | 33,932 | 33,932 | — | $122.19万 | 新建仓 |
| ACYN | FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF | $122.29万 | 0.05% | 58,821 | 58,821 | — | $122.29万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INCORPORATED | $123.34万 | 0.05% | 3,736 | 479 | 14.7% | $15.81万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $123.66万 | 0.05% | 35,110 | 35,110 | — | $123.66万 | 新建仓 |
| AZO | AUTOZONE INCORPORATED | $123.68万 | 0.05% | 387 | -96 | -19.9% | -$30.68万 | 减仓 |
| AFL | AFLAC INCORPORATED | $123.80万 | 0.05% | 10,559 | 441 | 4.4% | $5.17万 | 加仓 |
| FXU | FIRST TRUST UTILITIES ALPHADEX FUND | $123.82万 | 0.05% | 25,095 | 10,859 | 76.3% | $53.58万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $124.35万 | 0.05% | 23,982 | -11,399 | -32.2% | -$59.10万 | 减仓 |
| IGSB | ISHARES TR ISHS 1-5YR INVS | $124.55万 | 0.05% | 23,765 | 45 | 0.2% | $2,358 | 加仓 |