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 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORPORATION | $23.03万 | 0.01% | 1,209 | -952 | -44.1% | -$18.14万 | 减仓 |
| TER | TERADYNE INCORPORATED | $22.89万 | 0.01% | 473 | -3,840 | -89.0% | -$185.80万 | 重新持有 |
| ARTY | ISHARES TR FUTURE AI & TECH | $22.87万 | 0.01% | 3,003 | -7,833 | -72.3% | -$59.66万 | 重新持有 |
| DPZ | DOMINOS PIZZA INCORPORATED | $22.80万 | 0.01% | 770 | 770 | — | $22.80万 | 新建仓 |
| GGLL | DIREXION DAILY GOOGL BULL 2X ETF | $22.74万 | 0.01% | 2,000 | 2,000 | — | $22.74万 | 新建仓 |
| SPGI | S&P GLOBAL INCORPORATED | $22.70万 | 0.01% | 557 | -112 | -16.7% | -$4.56万 | 减仓 |
| ALT | ALTIMMUNE INCORPORATED COM NEW | $22.65万 | 0.01% | 74,500 | -2,000 | -2.6% | -$6,080 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $22.54万 | 0.01% | 1,205 | 1,205 | — | $22.54万 | 新建仓 |
| — | KRANESHARES KWEB COVERED CALL STRATEGY ETF | $22.40万 | 0.01% | 9,855 | 114 | 1.2% | $2,591 | 加仓 |
| LUV | SOUTHWEST AIRLS COMPANY | $22.38万 | 0.01% | 4,352 | 4,352 | — | $22.38万 | 新建仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $22.30万 | 0.01% | 3,642 | -1,269 | -25.8% | -$7.77万 | 减仓 |
| MUNI | PIMCO INTERMEDIATE MUNI BOND ACTIVE EXCHANGE-TRADED FUND | $22.09万 | 0.01% | 4,200 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES TR U.S. ENERGY ETF | $21.85万 | 0.01% | 3,862 | 93 | 2.5% | $5,262 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCH | $21.68万 | 0.01% | 7,683 | 0 | 0.0% | — | 不变 |
| XIFR | XPLR INFRASTRUCTURE LP COM UNIT LTD PARTNERSHIP INT | $21.48万 | 0.01% | 18,186 | -700 | -3.7% | -$8,267 | 减仓 |
| — | INNOVATOR ETFS TRUST GROWTH 100 POWER | $21.38万 | 0.01% | 7,236 | 7,236 | — | $21.38万 | 新建仓 |
| CVE | CENOVUS ENERGY INCORPORATED | $21.37万 | 0.01% | 8,612 | 553 | 6.9% | $1.37万 | 加仓 |
| WTRG | ESSENTIAL UTILS INCORPORATED | $21.35万 | 0.01% | 5,572 | -13 | -0.2% | -$498 | 减仓 |
| BMO | BANK MONTREAL QUE | $21.31万 | 0.01% | 1,206 | 1,206 | — | $21.31万 | 新建仓 |
| DB | DEUTSCHE BANK A G NAMEN AKT | $21.30万 | 0.01% | 6,308 | -212 | -3.3% | -$7,157 | 重新持有 |
| ECG | EVERUS CONSTR GROUP | $21.24万 | 0.01% | 1,280 | 1,280 | — | $21.24万 | 新建仓 |
| PRF | INVESCO RAFI US 1000 ETF | $21.21万 | 0.01% | 3,926 | 3,926 | — | $21.21万 | 新建仓 |
| IVES | DAN IVES WEDBUSH AI REVOLUTION ETF | $21.16万 | 0.01% | 5,554 | 5,554 | — | $21.16万 | 新建仓 |
| DOV | DOVER CORPORATION | $21.15万 | 0.01% | 943 | -30 | -3.1% | -$6,728 | 减仓 |
| CW | CURTISS WRIGHT CORPORATION | $21.14万 | 0.01% | 279 | -62 | -18.2% | -$4.70万 | 减仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $21.10万 | 0.01% | 3,746 | -91 | -2.4% | -$5,126 | 减仓 |
| PMAY | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY | $21.10万 | 0.01% | 5,108 | 5,108 | — | $21.10万 | 新建仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $21.08万 | 0.01% | 2,185 | 2,185 | — | $21.08万 | 新建仓 |
| OKTA | OKTA INCORPORATED CLASS A | $20.97万 | 0.01% | 1,537 | 1,537 | — | $20.97万 | 新建仓 |
| JPEF | JPMORGAN EQUITY FOCUS ETF | $20.92万 | 0.01% | 2,604 | -612 | -19.0% | -$4.92万 | 重新持有 |
| SOLS | SOLSTICE ADVANCED MATLS INCORPORATED COM SHS | $20.76万 | 0.01% | 2,343 | 2,343 | — | $20.76万 | 新建仓 |
| ISPY | PROSHARES S&P 500 HIGH INCOME ETF | $20.76万 | 0.01% | 4,308 | 4,308 | — | $20.76万 | 新建仓 |
| FLQM | FRANKLIN US MD CP MULTIFCT INDEX ETF | $20.72万 | 0.01% | 3,579 | 3,579 | — | $20.72万 | 新建仓 |
| FXO | FIRST TRUST FINANCIALS ALPHADEX FUND | $20.65万 | 0.01% | 3,307 | -76 | -2.2% | -$4,747 | 重新持有 |
| EQT | EQT CORPORATION | $20.65万 | 0.01% | 3,884 | -313 | -7.5% | -$1.66万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $20.56万 | 0.01% | 5,692 | 5,692 | — | $20.56万 | 新建仓 |
| EZU | ISHARES INCORPORATED MSCI EURZONE ETF | $20.54万 | 0.01% | 2,955 | 2,955 | — | $20.54万 | 新建仓 |
| IALT | ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF | $20.51万 | 0.01% | 7,311 | 7,311 | — | $20.51万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LIMITED SHS | $20.50万 | 0.01% | 5,792 | -4,859 | -45.6% | -$17.20万 | 减仓 |
| NXTG | FIRST TRUST INDXX NEXTG ETF | $20.38万 | 0.01% | 1,329 | 1,329 | — | $20.38万 | 新建仓 |
| — | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - MAY | $20.35万 | 0.01% | 5,355 | 5,355 | — | $20.35万 | 新建仓 |
| NTAP | NETAPP INCORPORATED | $20.31万 | 0.01% | 1,312 | 1,312 | — | $20.31万 | 新建仓 |
| NTB | BANK OF NT BUTTERFIELD&SON LIMITED SHS NEW | $20.26万 | 0.01% | 3,405 | 3,405 | — | $20.26万 | 新建仓 |
| AGM | FEDERAL AGRICULTURAL MORTGAGE CORP-CL C | $20.23万 | 0.01% | 1,015 | 1,015 | — | $20.23万 | 新建仓 |
| DMAY | FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY | $20.21万 | 0.01% | 4,289 | 4,289 | — | $20.21万 | 新建仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $20.20万 | 0.01% | 2,556 | 2,556 | — | $20.20万 | 新建仓 |
| KIE | SPDR S&P INSURANCE ETF | $20.13万 | 0.01% | 3,300 | -10,717 | -76.5% | -$65.36万 | 减仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $20.06万 | 0.01% | 4,988 | 4,988 | — | $20.06万 | 新建仓 |
| HYD | VANECK HIGH-YIELD MUNICIPAL INDEX ETF | $20.06万 | 0.01% | 3,894 | 3,894 | — | $20.06万 | 新建仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $20.01万 | 0.01% | 3,951 | -245 | -5.8% | -$1.24万 | 减仓 |
| QXO | QXO INCORPORATED COM NEW | $19.88万 | 0.01% | 11,505 | 11,505 | — | $19.88万 | 新建仓 |
| NUVB | NUVATION BIO INCORPORATED COM CLASS A | $19.69万 | 0.01% | 34,660 | 8,075 | 30.4% | $4.59万 | 加仓 |
| SAN | BANCO SANTANDER S.A. ADR | $19.47万 | 0.01% | 14,111 | 111 | 0.8% | $1,532 | 加仓 |
| VSTS | VESTIS CORP | $18.99万 | 0.01% | 13,078 | 13,078 | — | $18.99万 | 新建仓 |
| — | DAIKIN INDUSTRIES LIMITED UNSPONSORED ADS | $18.88万 | 0.01% | 12,430 | 103 | 0.8% | $1,564 | 重新持有 |
| IRT | INDEPENDENCE RLTY TR INCORPORATED REIT | $18.46万 | 0.01% | 11,062 | 0 | 0.0% | — | 不变 |
| — | ABRDN WORLD HEALTHCARE FUND BEN INT SHS | $18.29万 | 0.01% | 13,647 | 38 | 0.3% | $509 | 加仓 |
| — | DEFIANCE DAILY TARGET 2X LONG AMPX ETF | $18.14万 | 0.01% | 32,500 | 32,500 | — | $18.14万 | 新建仓 |
| HL | HECLA MINING COMPANY | $16.62万 | 0.01% | 10,772 | 5 | 0.0% | $77 | 加仓 |
| — | FIRST TR SR FLTG RATE INCOME F | $16.52万 | 0.01% | 17,097 | 0 | 0.0% | — | 不变 |
| DSL | DOUBLELINE INCOME SOLUTI | $16.35万 | 0.01% | 14,782 | 4,038 | 37.6% | $4.47万 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORPORATION COM CLASS B | $16.22万 | 0.01% | 16,450 | -205 | -1.2% | -$2,021 | 减仓 |
| BMEZ | BLACKROCK HEALTH SCIENCE | $16.14万 | 0.01% | 10,516 | -1,118 | -9.6% | -$1.72万 | 减仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS | $16.09万 | 0.01% | 12,170 | 740 | 6.5% | $9,783 | 加仓 |
| HTGC | HERCULES CAPITAL INCORPORATED | $15.82万 | 0.01% | 10,032 | 0 | 0.0% | — | 不变 |
| — | ATAIBECKLEY INCORPORATED COM SHS | $15.81万 | 0.01% | 30,007 | 0 | 0.0% | — | 不变 |
| — | NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND | $15.25万 | 0.01% | 13,000 | 0 | 0.0% | — | 不变 |
| — | NETLIST INC COMMON STOCK | $13.74万 | 0.01% | 44,600 | 44,600 | — | $13.74万 | 新建仓 |
| GBDC | GOLUB CAP BDC INCORPORATED | $13.50万 | 0.01% | 10,482 | 8 | 0.1% | $103 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL | $11.70万 | 0.00% | 11,931 | -177 | -1.5% | -$1,736 | 减仓 |
| ONDS | ONDAS INCORPORATED COM NEW | $10.70万 | 0.00% | 12,980 | -6,120 | -32.0% | -$5.04万 | 减仓 |
| AQN | ALGONQUIN PWR UTILS CORPORATION | $10.35万 | 0.00% | 17,660 | -1,600 | -8.3% | -$9,376 | 减仓 |
| JOBY | JOBY AVIATION INCORPORATED COMMON STOCK | $9.92万 | 0.00% | 11,121 | -1,696 | -13.2% | -$1.51万 | 重新持有 |
| — | FIDELITY SOLANA FUND | $9.29万 | 0.00% | 10,728 | 0 | 0.0% | — | 不变 |
| — | CION INVESTMENT CORPORATION COMMON STOCK | $9.01万 | 0.00% | 14,466 | -133 | -0.9% | -$829 | 减仓 |
| — | DAWSON GEOPHYSICAL CO NE | $8.45万 | 0.00% | 14,228 | 193 | 1.4% | $1,146 | 加仓 |
| ACP | ABRDN INCOME CREDIT STRATEGIES | $8.02万 | 0.00% | 15,427 | -188,544 | -92.4% | -$98.04万 | 减仓 |
| — | CIM REAL ESTATE FIN TR INCORPORATED REIT | $7.01万 | 0.00% | 13,640 | 18 | 0.1% | $93 | 重新持有 |
| BRSP | BRIGHTSPIRE CAPITAL INC CLASS A COMMON STOCK | $6.77万 | 0.00% | 12,420 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INCORPORATED | $6.58万 | 0.00% | 14,250 | -2,180 | -13.3% | -$1.01万 | 减仓 |
| FINV | FINVOLUTION GROUP F SPONSORED ADR 1 ADR REPS 5 ORD SHS | $5.93万 | 0.00% | 12,390 | -4,258 | -25.6% | -$2.04万 | 减仓 |
| — | EAGLE POINT CREDIT COMPANY INC COM | $5.86万 | 0.00% | 15,762 | 26 | 0.2% | $97 | 加仓 |
| HYLN | HYLIION HLDGS CORP CLASS A | $5.86万 | 0.00% | 11,250 | 500 | 4.7% | $2,605 | 加仓 |
| RR | RICHTECH ROBOTICS INC CLASS B COMMON STOCK | $5.40万 | 0.00% | 25,600 | 25,600 | — | $5.40万 | 新建仓 |
| — | DFIANCE 2XSHRT RGTI | $4.49万 | 0.00% | 12,084 | 12,084 | — | $4.49万 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INCORPORATED | $4.46万 | 0.00% | 12,140 | -1,650 | -12.0% | -$6,056 | 减仓 |
| — | XTRACT ONE TECHNOLOGIES INCORPORATED | $4.02万 | 0.00% | 100,000 | 0 | 0.0% | — | 重新持有 |
| — | KBS REAL ESTATE INVT TR III INC COMMON SHARES | $3.81万 | 0.00% | 14,102 | 14,102 | — | $3.81万 | 新建仓 |
| — | SIDUS SPACE INC CLASS A | $3.51万 | 0.00% | 12,500 | 12,500 | — | $3.51万 | 新建仓 |
| — | CLEAR CHANNEL OUTDOOR HL | $3.27万 | 0.00% | 13,509 | 0 | 0.0% | — | 不变 |
| — | ATYR PHARMA INCORPORATED COM NEW | $3.10万 | 0.00% | 52,000 | 0 | 0.0% | — | 不变 |
| — | AMERICAN BITCOIN CORP CLASS A | $8,143 | 0.00% | 11,955 | 0 | 0.0% | — | 不变 |
| — | VAXART INCORPORATED COM NEW | $6,053 | 0.00% | 10,005 | 0 | 0.0% | — | 重新持有 |
| — | PACIFIC OAK STRATEGIC OPPORTUNITY REIT INC COMMON SHARES | $69 | 0.00% | 11,358 | 0 | 0.0% | — | 重新持有 |
| — | GB SCIENCES INC | $60 | 0.00% | 200,000 | 200,000 | — | $60 | 新建仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $0 | 0.00% | 0 | -13,740 | -100.0% | -$308.59万 | 清仓 |
| — | RANGE GLOBAL COAL INDEX ETF | $0 | 0.00% | 0 | -111,296 | -100.0% | -$305.40万 | 清仓 |
| AR | ANTERO RESOURCES CORPORATION | $0 | 0.00% | 0 | -28,817 | -100.0% | -$122.30万 | 清仓 |
| TLT | ISHARES TR 20 YR TR BD ETF | $0 | 0.00% | 0 | -7,868 | -100.0% | -$68.21万 | 清仓 |
| BBY | BEST BUY INCORPORATED | $0 | 0.00% | 0 | -10,416 | -100.0% | -$66.87万 | 清仓 |