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 |
|---|---|---|---|---|---|---|---|---|
| BTC | GRAYSCALE BITCOIN MINI TR ETF SHS NEW | $200.39万 | 0.08% | 77,221 | 354 | 0.5% | $9,186 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $202.53万 | 0.08% | 85,528 | 8,803 | 11.5% | $20.85万 | 加仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $204.13万 | 0.08% | 38,449 | 9,972 | 35.0% | $52.94万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | $206.98万 | 0.08% | 35,921 | 394 | 1.1% | $2.27万 | 加仓 |
| WTMF | WISDOMTREE MANAGED FUTURES STRATEGY FUND | $209.10万 | 0.08% | 51,188 | 3,154 | 6.6% | $12.88万 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $209.21万 | 0.08% | 6,997 | -306 | -4.2% | -$9.15万 | 减仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $211.17万 | 0.09% | 48,951 | 3,432 | 7.5% | $14.81万 | 加仓 |
| PEP | PEPSICO INCORPORATED | $211.93万 | 0.09% | 15,652 | 581 | 3.9% | $7.87万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $212.66万 | 0.09% | 7,318 | 88 | 1.2% | $2.56万 | 加仓 |
| HDV | ISHARES TR CORE HIGH DV ETF | $213.80万 | 0.09% | 78,002 | -1,073 | -1.4% | -$2.94万 | 减仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $214.13万 | 0.09% | 18,970 | -927 | -4.7% | -$10.46万 | 减仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $214.31万 | 0.09% | 22,889 | -86 | -0.4% | -$8,052 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS | $215.60万 | 0.09% | 26,095 | -3,047 | -10.5% | -$25.17万 | 减仓 |
| GPIQ | GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF | $215.90万 | 0.09% | 36,402 | -258 | -0.7% | -$1.53万 | 减仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $216.01万 | 0.09% | 38,219 | -557 | -1.4% | -$3.15万 | 减仓 |
| FCX | FREEPORT-MCMORAN INCORPORATED CLASS B | $216.13万 | 0.09% | 34,367 | -1,802 | -5.0% | -$11.33万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $217.50万 | 0.09% | 10,405 | -2,143 | -17.1% | -$44.80万 | 减仓 |
| BINC | iShares Flexible Income Active ETF | $218.29万 | 0.09% | 41,706 | 3,363 | 8.8% | $17.60万 | 加仓 |
| C | CITIGROUP INCORPORATED COM NEW | $218.46万 | 0.09% | 15,609 | -83 | -0.5% | -$1.16万 | 减仓 |
| XLI | SPDR INDUSTRIAL SELECT SECTOR FUND | $218.71万 | 0.09% | 11,807 | -2,020 | -14.6% | -$37.42万 | 减仓 |
| LOW | LOWES COMPANIES INCORPORATED | $219.48万 | 0.09% | 9,954 | -558 | -5.3% | -$12.30万 | 减仓 |
| IUSG | ISHARES TR CORE S&P US GWT | $220.58万 | 0.09% | 11,727 | -24 | -0.2% | -$4,514 | 减仓 |
| FTHI | FIRST TRUST BUYWRITE INCOME ETF | $221.38万 | 0.09% | 92,823 | 16,033 | 20.9% | $38.24万 | 加仓 |
| DE | DEERE & COMPANY | $221.46万 | 0.09% | 3,491 | 14 | 0.4% | $8,881 | 加仓 |
| UTES | VIRTUS REAVES UTILITIES ETF | $222.10万 | 0.09% | 27,172 | 4,626 | 20.5% | $37.81万 | 加仓 |
| TJX | TJX COMPANIES INCORPORATED NEW | $223.97万 | 0.09% | 14,784 | 1,045 | 7.6% | $15.83万 | 加仓 |
| SDIV | GLOBAL X SUPERDIVIDEND ETF | $225.89万 | 0.09% | 92,427 | -24,114 | -20.7% | -$58.93万 | 减仓 |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | $227.38万 | 0.09% | 16,620 | 906 | 5.8% | $12.40万 | 加仓 |
| XBI | SPDR S&P BIOTECH ETF | $227.41万 | 0.09% | 14,370 | 4,235 | 41.8% | $67.02万 | 加仓 |
| ARKK | ARK ETF TRUST INNOVATION ETF | $229.94万 | 0.09% | 28,451 | -14 | -0.0% | -$1,131 | 减仓 |
| AMGN | AMGEN INCORPORATED | $231.22万 | 0.09% | 6,385 | 1,288 | 25.3% | $46.64万 | 加仓 |
| WFC | WELLS FARGO COMPANY NEW | $231.56万 | 0.09% | 28,021 | 1,178 | 4.4% | $9.73万 | 加仓 |
| PM | PHILIP MORRIS INTERNATIONAL INCORPORATED | $232.03万 | 0.09% | 12,826 | 874 | 7.3% | $15.81万 | 加仓 |
| IWD | ISHARES TR RUS 1000 VAL ETF | $234.30万 | 0.09% | 9,665 | -12 | -0.1% | -$2,909 | 减仓 |
| CME | CME GROUP INCORPORATED | $237.06万 | 0.10% | 10,735 | -210 | -1.9% | -$4.64万 | 减仓 |
| SPMD | SPDR PORTFOLIO S&P 400 MID CAP ETF | $243.07万 | 0.10% | 35,979 | 25,414 | 240.5% | $171.70万 | 加仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $248.23万 | 0.10% | 54,318 | 1,004 | 1.9% | $4.59万 | 加仓 |
| USFR | WISDOMTREE TRUST WISDOMTREE FLOATING RATE TREASURY FUND | $250.70万 | 0.10% | 49,791 | -15,442 | -23.7% | -$77.75万 | 减仓 |
| TLTW | ISHARES 20 YEAR TREASURY BOND ETF | $251.09万 | 0.10% | 112,393 | 19,989 | 21.6% | $44.66万 | 加仓 |
| CB | CHUBB LIMITED | $251.94万 | 0.10% | 7,394 | -680 | -8.4% | -$23.17万 | 减仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $253.23万 | 0.10% | 43,346 | -22,094 | -33.8% | -$129.07万 | 减仓 |
| ELV | ELEVANCE HEALTH INCORPORATED | $253.31万 | 0.10% | 6,550 | -522 | -7.4% | -$20.19万 | 减仓 |
| HUM | HUMANA INCORPORATED | $253.43万 | 0.10% | 6,380 | 107 | 1.7% | $4.25万 | 加仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $254.18万 | 0.10% | 26,318 | -504 | -1.9% | -$4.87万 | 减仓 |
| VBR | VANGUARD SMALL-CAP VALUE ETF | $255.00万 | 0.10% | 10,494 | 621 | 6.3% | $15.09万 | 加仓 |
| STT | STATE STR CORPORATION | $262.47万 | 0.11% | 15,476 | 657 | 4.4% | $11.14万 | 加仓 |
| — | 2X BITCOIN STRATEGY ETF | $263.20万 | 0.11% | 255,040 | 14,001 | 5.8% | $14.45万 | 加仓 |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $264.60万 | 0.11% | 49,550 | 17,721 | 55.7% | $94.63万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATIONAL PLC SHS | $267.93万 | 0.11% | 18,338 | 490 | 2.7% | $7.16万 | 加仓 |
| MDYV | SPDR SERIES TRUST STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $268.32万 | 0.11% | 28,289 | 1,141 | 4.2% | $10.82万 | 加仓 |
| KLAC | KLA CORPORATION COM NEW | $270.39万 | 0.11% | 8,962 | 3,742 | 71.7% | $112.90万 | 加仓 |
| UPS | UNITED PARCEL SERVICE INCORPORATED CLASS B | $273.28万 | 0.11% | 25,421 | -673 | -2.6% | -$7.23万 | 减仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $273.34万 | 0.11% | 55,163 | -9,766 | -15.0% | -$48.39万 | 减仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $274.95万 | 0.11% | 46,664 | 981 | 2.1% | $5.78万 | 加仓 |
| AOR | ISHARES TR CORE 60/40 BALAN | $278.52万 | 0.11% | 40,074 | 333 | 0.8% | $2.31万 | 加仓 |
| FTSM | FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT | $278.66万 | 0.11% | 46,654 | -33,851 | -42.0% | -$202.19万 | 减仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $279.36万 | 0.11% | 57,411 | 1,553 | 2.8% | $7.56万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $279.64万 | 0.11% | 14,152 | 175 | 1.3% | $3.46万 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $281.36万 | 0.11% | 50,100 | -10 | -0.0% | -$562 | 减仓 |
| PFM | INVESCO DIVIDEND ACHIEVERS ETF | $282.05万 | 0.11% | 50,861 | 1,908 | 3.9% | $10.58万 | 加仓 |
| MO | ALTRIA GROUP INCORPORATED | $282.62万 | 0.11% | 39,280 | 4,765 | 13.8% | $34.28万 | 加仓 |
| LRCX | LAM RESEARCH CORPORATION COM NEW | $284.16万 | 0.11% | 6,558 | 1,242 | 23.4% | $53.82万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INCORPORATED REIT | $284.85万 | 0.11% | 20,502 | -294 | -1.4% | -$4.08万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U S STOCK MARKET ETF | $284.98万 | 0.11% | 17,348 | -99 | -0.6% | -$1.63万 | 减仓 |
| IVW | ISHARES TR S&P 500 GRWT ETF | $285.07万 | 0.11% | 20,728 | -10,672 | -34.0% | -$146.77万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $286.14万 | 0.12% | 13,449 | -1,843 | -12.1% | -$39.21万 | 减仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $288.71万 | 0.12% | 156,652 | 53,403 | 51.7% | $98.42万 | 加仓 |
| MNA | NYLI Merger Arbitrage ETF | $292.11万 | 0.12% | 80,076 | 2,943 | 3.8% | $10.74万 | 加仓 |
| VRT | VERTIV HOLDINGS COMPANY COM CLASS A | $292.58万 | 0.12% | 8,738 | -490 | -5.3% | -$16.41万 | 减仓 |
| DELL | DELL TECHNOLOGIES INCORPORATED CLASS C | $292.77万 | 0.12% | 6,786 | -1,786 | -20.8% | -$77.05万 | 减仓 |
| ESS | ESSEX PROPERTY TR INCORPORATED REIT | $297.95万 | 0.12% | 10,218 | -53 | -0.5% | -$1.55万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $302.74万 | 0.12% | 36,629 | 723 | 2.0% | $5.98万 | 加仓 |
| RNST | RENASANT CORPORATION | $303.40万 | 0.12% | 71,322 | 71,322 | — | $303.40万 | 新建仓 |
| IGIB | ISHARES TR ISHS 5-10YR INVT | $305.81万 | 0.12% | 57,516 | -1,381 | -2.3% | -$7.34万 | 减仓 |
| — | DIMENSIONAL ETF TR DIMENSIONAL US SMALL CAP VALUE | $306.03万 | 0.12% | 78,895 | -3,420 | -4.2% | -$13.27万 | 减仓 |
| SLYV | SPDR S&P 600 SMALL CAP VALUE ETF | $307.04万 | 0.12% | 28,140 | 2,464 | 9.6% | $26.88万 | 加仓 |
| LNG | CHENIERE ENERGY INCORPORATED COM NEW | $308.10万 | 0.12% | 12,891 | -50 | -0.4% | -$1.20万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $311.10万 | 0.13% | 107,425 | 24,866 | 30.1% | $72.01万 | 加仓 |
| CMI | CUMMINS INCORPORATED | $312.40万 | 0.13% | 4,380 | 271 | 6.6% | $19.33万 | 加仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $312.51万 | 0.13% | 17,691 | 6,135 | 53.1% | $108.37万 | 加仓 |
| — | FEDERATED HERMES ENHANCED INCOME ETF | $313.29万 | 0.13% | 58,396 | 8,616 | 17.3% | $46.22万 | 加仓 |
| PANW | PALO ALTO NETWORKS INCORPORATED | $314.56万 | 0.13% | 9,224 | 694 | 8.1% | $23.67万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $315.57万 | 0.13% | 7,599 | -118 | -1.5% | -$4.90万 | 减仓 |
| MTRN | MATERION CORPORATION | $315.95万 | 0.13% | 10,624 | -600 | -5.3% | -$17.84万 | 减仓 |
| JIVE | JPMORGAN INTL VALUE ETF | $317.10万 | 0.13% | 34,484 | 1,091 | 3.3% | $10.03万 | 加仓 |
| CWB | SPDR BLOOMBERG CONVERTIBLE SECURITIES ET | $327.43万 | 0.13% | 30,368 | 3,319 | 12.3% | $35.79万 | 加仓 |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETF | $327.59万 | 0.13% | 63,266 | 428 | 0.7% | $2.22万 | 加仓 |
| NFLT | VIRTUS NEWFLEET MULTI-SECTOR UNCONSTRAINED BOND ETF | $328.21万 | 0.13% | 143,011 | 5,607 | 4.1% | $12.87万 | 加仓 |
| MPC | MARATHON PETE CORPORATION | $331.96万 | 0.13% | 12,984 | 66 | 0.5% | $1.69万 | 加仓 |
| IEMG | ISHARES INCORPORATED CORE MSCI EMKT | $342.35万 | 0.14% | 41,327 | 10,384 | 33.6% | $86.02万 | 加仓 |
| DUK | DUKE ENERGY CORPORATION NEW COM NEW | $342.37万 | 0.14% | 27,047 | -7,475 | -21.7% | -$94.62万 | 减仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $342.45万 | 0.14% | 26,794 | 185 | 0.7% | $2.36万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF SHS BEN INT | $346.72万 | 0.14% | 104,150 | -47,102 | -31.1% | -$156.80万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $347.01万 | 0.14% | 39,473 | 2,258 | 6.1% | $19.85万 | 加仓 |
| SGOV | ISHARES TR 0-3 MNTH TREASRY | $349.29万 | 0.14% | 34,696 | -83,081 | -70.5% | -$836.39万 | 减仓 |
| MCD | MCDONALDS CORPORATION | $353.01万 | 0.14% | 13,059 | -797 | -5.8% | -$21.54万 | 减仓 |
| HEEM | ISHARES INCORPORATED CUR HD MSCI EM | $354.10万 | 0.14% | 79,163 | 1,432 | 1.8% | $6.41万 | 加仓 |
| ASML | ASML HOLDING N V N Y REGISTRY SHS | $355.14万 | 0.14% | 1,785 | 135 | 8.2% | $26.86万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK | $359.31万 | 0.14% | 21,029 | 21,029 | — | $359.31万 | 新建仓 |
| MSTR | MICROSTRATEGY INCORPORATED CLASS A NEW | $364.24万 | 0.15% | 41,900 | 904 | 2.2% | $7.86万 | 加仓 |