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 |
|---|---|---|---|---|---|---|---|---|
| GATX | GATX CORPORATION | $125.12万 | 0.05% | 7,061 | -28 | -0.4% | -$4,962 | 减仓 |
| IDV | ISHARES TR INTL SEL DIV ETF | $125.39万 | 0.05% | 30,266 | 2,434 | 8.7% | $10.08万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $125.43万 | 0.05% | 13,008 | 1,101 | 9.2% | $10.62万 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $127.27万 | 0.05% | 66,563 | 1,614 | 2.5% | $3.09万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INCORPORATED COM NEW | $128.13万 | 0.05% | 3,222 | -48 | -1.5% | -$1.91万 | 减仓 |
| — | STATE STREET SPDR S&P GLOBAL DIVIDEND ETF | $128.49万 | 0.05% | 16,080 | 34 | 0.2% | $2,717 | 加仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $128.55万 | 0.05% | 14,267 | 1,461 | 11.4% | $13.16万 | 加仓 |
| RDIV | INVESCO S P ULTRA DIVIDEND REV ETF | $129.11万 | 0.05% | 22,260 | 5 | 0.0% | $290 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $129.47万 | 0.05% | 119,107 | 1,026 | 0.9% | $1.12万 | 加仓 |
| VLO | VALERO ENERGY CORPORATION | $129.71万 | 0.05% | 4,980 | -246 | -4.7% | -$6.41万 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $130.14万 | 0.05% | 13,252 | 1,361 | 11.4% | $13.37万 | 加仓 |
| STEW | SRH TOTAL RETURN FUND INCORPORATED | $130.27万 | 0.05% | 72,775 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR FLTG RATE NT ETF | $130.73万 | 0.05% | 25,608 | 11,673 | 83.8% | $59.59万 | 加仓 |
| AXP | AMERICAN EXPRESS COMPANY | $131.10万 | 0.05% | 3,876 | 226 | 6.2% | $7.64万 | 加仓 |
| CGMM | CAPITAL GROUP US SMALL AND MID CAP ETF | $132.20万 | 0.05% | 40,098 | 16,887 | 72.8% | $55.68万 | 加仓 |
| ETR | ENTERGY CORPORATION NEW | $133.05万 | 0.05% | 11,584 | 106 | 0.9% | $1.22万 | 加仓 |
| CI | THE CIGNA GROUP | $133.75万 | 0.05% | 4,852 | -337 | -6.5% | -$9.29万 | 减仓 |
| GILD | GILEAD SCIENCES INCORPORATED | $135.01万 | 0.05% | 10,686 | 1,805 | 20.3% | $22.80万 | 加仓 |
| PWR | QUANTA SVCS INCORPORATED | $135.73万 | 0.05% | 1,885 | -138 | -6.8% | -$9.94万 | 减仓 |
| ITA | ISHARES TR US AER DEF ETF | $135.97万 | 0.05% | 5,609 | -579 | -9.4% | -$14.04万 | 减仓 |
| IGLD | FT VEST GOLD TARGET INCOME ETF | $136.19万 | 0.05% | 64,668 | 11,011 | 20.5% | $23.19万 | 加仓 |
| CRM | SALESFORCE INCORPORATED | $136.26万 | 0.05% | 8,698 | -2,171 | -20.0% | -$34.01万 | 减仓 |
| ALL | ALLSTATE CORPORATION | $136.78万 | 0.06% | 5,748 | -126 | -2.1% | -$3.00万 | 减仓 |
| UBER | UBER TECHNOLOGIES INCORPORATED | $137.47万 | 0.06% | 19,051 | -772 | -3.9% | -$5.57万 | 减仓 |
| SPYD | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $138.11万 | 0.06% | 28,949 | 2,113 | 7.9% | $10.08万 | 加仓 |
| LQD | ISHARES TR IBOXX INV CP ETF | $139.83万 | 0.06% | 12,821 | -563 | -4.2% | -$6.14万 | 减仓 |
| BIZD | VANECK BDC INCOME ETF | $141.64万 | 0.06% | 111,877 | 2,676 | 2.5% | $3.39万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A | $142.15万 | 0.06% | 16,332 | -523 | -3.1% | -$4.55万 | 减仓 |
| EMGF | ISHARES EMG MRKTS EQTY FACTOR ETF | $142.66万 | 0.06% | 19,473 | -2,165 | -10.0% | -$15.86万 | 减仓 |
| KRE | SPDR S&P REGIONAL BANKING ETF | $142.87万 | 0.06% | 19,087 | 1,189 | 6.6% | $8.90万 | 加仓 |
| OKE | ONEOK INCORPORATED NEW | $143.80万 | 0.06% | 16,540 | 563 | 3.5% | $4.89万 | 加仓 |
| XLU | SPDR UTILITIES SELECT SECTOR FUND | $144.23万 | 0.06% | 31,812 | 2,029 | 6.8% | $9.20万 | 加仓 |
| EFA | ISHARES TR MSCI EAFE ETF | $144.36万 | 0.06% | 13,897 | 2,049 | 17.3% | $21.28万 | 加仓 |
| TFC | TRUIST FINL CORPORATION | $144.71万 | 0.06% | 29,046 | -319 | -1.1% | -$1.59万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORPORATION | $145.42万 | 0.06% | 5,855 | -37 | -0.6% | -$9,190 | 减仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $145.49万 | 0.06% | 19,425 | -49 | -0.3% | -$3,670 | 减仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $146.22万 | 0.06% | 24,253 | 2,605 | 12.0% | $15.71万 | 加仓 |
| SPTM | SPDR PORTFOLIO S P 1500 CMPST ST ETF | $146.30万 | 0.06% | 16,114 | -1,705 | -9.6% | -$15.48万 | 减仓 |
| WM | WASTE MGMT INCORPORATED DEL | $146.92万 | 0.06% | 6,592 | -4,749 | -41.9% | -$105.85万 | 减仓 |
| TGT | TARGET CORPORATION | $147.29万 | 0.06% | 11,277 | 842 | 8.1% | $11.00万 | 加仓 |
| NOW | SERVICENOW INCORPORATED | $147.71万 | 0.06% | 14,878 | 5,545 | 59.4% | $55.05万 | 加仓 |
| TQQQ | PROSHARES TRUST ULTRAPRO QQQ | $147.86万 | 0.06% | 18,254 | -1,424 | -7.2% | -$11.53万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INCORPORATED COM SHS | $147.91万 | 0.06% | 31,444 | 4,853 | 18.3% | $22.83万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $148.94万 | 0.06% | 29,451 | -391 | -1.3% | -$1.98万 | 减仓 |
| WELL | WELLTOWER INCORPORATED REIT | $149.56万 | 0.06% | 6,590 | -41 | -0.6% | -$9,305 | 减仓 |
| ALAB | ASTERA LABS INCORPORATED | $149.78万 | 0.06% | 3,101 | -1,199 | -27.9% | -$57.91万 | 减仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF-MARCH | $151.06万 | 0.06% | 44,259 | -452 | -1.0% | -$1.54万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $152.18万 | 0.06% | 116,970 | 23,303 | 24.9% | $30.32万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U S LARGE COMPANY ETF | $152.39万 | 0.06% | 48,999 | 969 | 2.0% | $3.01万 | 加仓 |
| OSCR | OSCAR HEALTH INCORPORATED CLASS A | $153.39万 | 0.06% | 53,783 | 53,783 | — | $153.39万 | 新建仓 |
| CVS | CVS HEALTH CORPORATION | $153.59万 | 0.06% | 14,847 | -159 | -1.1% | -$1.64万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INCORPORATED | $153.85万 | 0.06% | 3,069 | 1,154 | 60.3% | $57.85万 | 加仓 |
| MCK | MCKESSON CORPORATION | $154.39万 | 0.06% | 2,043 | 27 | 1.3% | $2.04万 | 加仓 |
| DIS | DISNEY WALT COMPANY | $154.46万 | 0.06% | 16,048 | -666 | -4.0% | -$6.41万 | 减仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $155.91万 | 0.06% | 23,071 | -77 | -0.3% | -$5,204 | 减仓 |
| NULG | NUVEEN ESG LARGE CAP GROWTH ETF | $156.04万 | 0.06% | 13,330 | 381 | 2.9% | $4.46万 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $156.38万 | 0.06% | 15,042 | -544 | -3.5% | -$5.66万 | 减仓 |
| EEM | ISHARES TR MSCI EMG MKT ETF | $158.09万 | 0.06% | 23,109 | 1,626 | 7.6% | $11.12万 | 加仓 |
| BX | BLACKSTONE INCORPORATED | $161.19万 | 0.06% | 13,698 | 582 | 4.4% | $6.85万 | 加仓 |
| COKE | COCA COLA CONS INCORPORATED | $162.10万 | 0.07% | 8,490 | 90 | 1.1% | $1.72万 | 加仓 |
| CRH | CRH PLC ORD | $162.12万 | 0.07% | 15,151 | -2,143 | -12.4% | -$22.93万 | 减仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $164.59万 | 0.07% | 45,057 | 3,080 | 7.3% | $11.25万 | 加仓 |
| DRI | DARDEN RESTAURANTS INCORPORATED | $167.20万 | 0.07% | 8,116 | -39 | -0.5% | -$8,034 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $171.48万 | 0.07% | 58,268 | 17,649 | 43.5% | $51.94万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORPORATION | $171.75万 | 0.07% | 3,372 | 112 | 3.4% | $5.70万 | 加仓 |
| DSI | ISHARES TR ESG MSCI KLD 400 | $173.35万 | 0.07% | 12,175 | 908 | 8.1% | $12.93万 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $173.77万 | 0.07% | 5,673 | -24 | -0.4% | -$7,351 | 减仓 |
| — | FIRST TRUST NEW CONSTRUCTS CORE EARNINGS LEADERS ETF | $173.84万 | 0.07% | 64,195 | 14,521 | 29.2% | $39.32万 | 加仓 |
| NULV | NUVEEN ESG LARGE CAP VALUE ETF | $174.55万 | 0.07% | 34,917 | 5,050 | 16.9% | $25.24万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INCORPORATED | $175.71万 | 0.07% | 7,948 | 7,948 | — | $175.71万 | 新建仓 |
| CIBR | FIRST TRUST NASDAQ CEA CYBERSECURITY ETF | $175.71万 | 0.07% | 19,556 | -46,874 | -70.6% | -$421.17万 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $175.92万 | 0.07% | 14,100 | 698 | 5.2% | $8.71万 | 加仓 |
| EMB | ISHARES TR JPMORGAN USD EMG | $177.31万 | 0.07% | 18,385 | 1,855 | 11.2% | $17.89万 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | $177.60万 | 0.07% | 2,525 | -15 | -0.6% | -$1.06万 | 减仓 |
| GPC | GENUINE PARTS COMPANY | $177.96万 | 0.07% | 15,084 | 1,283 | 9.3% | $15.14万 | 加仓 |
| HON | HONEYWELL INTERNATIONAL INCORPORATED | $178.04万 | 0.07% | 7,952 | -8,226 | -50.8% | -$184.18万 | 减仓 |
| WDC | WESTERN DIGITAL CORPORATION | $178.21万 | 0.07% | 2,790 | -5,897 | -67.9% | -$376.66万 | 减仓 |
| COP | CONOCOPHILLIPS | $180.74万 | 0.07% | 17,385 | -2,829 | -14.0% | -$29.41万 | 减仓 |
| IWLG | NYLI Winslow Large Cap Growth ETF | $181.35万 | 0.07% | 32,046 | 8,388 | 35.5% | $47.47万 | 加仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $181.52万 | 0.07% | 17,074 | 515 | 3.1% | $5.48万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $181.97万 | 0.07% | 18,051 | 818 | 4.7% | $8.25万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $182.19万 | 0.07% | 6,597 | -2,089 | -24.1% | -$57.69万 | 减仓 |
| EIPI | FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF | $185.28万 | 0.07% | 84,836 | -7,698 | -8.3% | -$16.81万 | 减仓 |
| COF | CAPITAL ONE FINL CORPORATION | $186.12万 | 0.08% | 9,277 | 1,328 | 16.7% | $26.64万 | 加仓 |
| FIX | COMFORT SYSTEMS USA INCORPORATED | $186.50万 | 0.08% | 941 | -1 | -0.1% | -$1,982 | 减仓 |
| TDIV | FIRST TRUST EXCHANGE TRADED FUND VI FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $187.07万 | 0.08% | 16,284 | -65 | -0.4% | -$7,467 | 减仓 |
| SLV | ISHARES SILVER TR ISHARES | $187.73万 | 0.08% | 35,109 | -1,320 | -3.6% | -$7.06万 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $188.18万 | 0.08% | 24,941 | 3,166 | 14.5% | $23.89万 | 加仓 |
| ICF | ISHARES TR COHEN STEER REIT | $188.69万 | 0.08% | 27,900 | -1,343 | -4.6% | -$9.08万 | 减仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $189.81万 | 0.08% | 39,396 | 1,347 | 3.5% | $6.49万 | 加仓 |
| — | US VEGAN CLIMATE ETF | $191.79万 | 0.08% | 23,314 | -925 | -3.8% | -$7.61万 | 减仓 |
| PFE | PFIZER INCORPORATED | $192.33万 | 0.08% | 79,869 | -4,647 | -5.5% | -$11.19万 | 减仓 |
| HCA | HCA HEALTHCARE INCORPORATED | $192.47万 | 0.08% | 4,937 | -23 | -0.5% | -$8,967 | 减仓 |
| VTEC | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | $193.84万 | 0.08% | 19,268 | 19,268 | — | $193.84万 | 新建仓 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND | $194.89万 | 0.08% | 5,823 | 2,361 | 68.2% | $79.02万 | 加仓 |
| UNP | UNION PAC CORPORATION | $195.60万 | 0.08% | 7,191 | 61 | 0.9% | $1.66万 | 加仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $197.52万 | 0.08% | 26,158 | -3,462 | -11.7% | -$26.14万 | 减仓 |
| T | AT&T INCORPORATED | $199.20万 | 0.08% | 96,230 | 13,002 | 15.6% | $26.91万 | 加仓 |
| SYLD | CAMBRIA SHAREHOLDER YIELD ETF | $199.38万 | 0.08% | 25,210 | -1,074 | -4.1% | -$8.49万 | 减仓 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $199.53万 | 0.08% | 9,093 | -2,241 | -19.8% | -$49.17万 | 减仓 |