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 |
|---|---|---|---|---|---|---|---|---|
| XLK | SPDR TECHNOLOGY SELECT SECTOR FUND | $591.51万 | 0.24% | 31,047 | -72 | -0.2% | -$1.37万 | 减仓 |
| GEV | GE VERNOVA INCORPORATED | $578.76万 | 0.23% | 4,926 | 245 | 5.2% | $28.79万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $577.32万 | 0.23% | 5,983 | -663 | -10.0% | -$63.98万 | 减仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $565.14万 | 0.23% | 34,985 | 339 | 1.0% | $5.48万 | 加仓 |
| BIL | SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $562.28万 | 0.23% | 61,357 | -12,278 | -16.7% | -$112.52万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $558.51万 | 0.23% | 109,405 | -2,579 | -2.3% | -$13.17万 | 减仓 |
| BA | BOEING COMPANY | $548.02万 | 0.22% | 25,316 | -50 | -0.2% | -$1.08万 | 减仓 |
| EFG | ISHARES TR EAFE GRWTH ETF | $540.50万 | 0.22% | 43,441 | 750 | 1.8% | $9.33万 | 加仓 |
| GLW | CORNING INCORPORATED | $539.00万 | 0.22% | 21,102 | 10,273 | 94.9% | $262.40万 | 加仓 |
| CVX | CHEVRON CORPORATION NEW | $538.59万 | 0.22% | 32,492 | -456 | -1.4% | -$7.56万 | 减仓 |
| SLYG | SPDR S&P 600 SMALL CAP GROWTH ETF | $537.17万 | 0.22% | 45,091 | 7,973 | 21.5% | $94.98万 | 加仓 |
| IYJ | ISHARES TR US INDUSTRIALS | $535.41万 | 0.22% | 32,128 | 559 | 1.8% | $9.32万 | 加仓 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND - ETF | $527.20万 | 0.21% | 105,736 | 77,428 | 273.5% | $386.06万 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $525.88万 | 0.21% | 142,630 | 228 | 0.2% | $8,406 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $516.53万 | 0.21% | 60,420 | 763 | 1.3% | $6.52万 | 加仓 |
| IMCG | ISHARES TR MRGSTR MD CP GRW | $509.77万 | 0.21% | 51,858 | 246 | 0.5% | $2.42万 | 加仓 |
| ADI | ANALOG DEVICES INCORPORATED | $505.52万 | 0.20% | 12,728 | -557 | -4.2% | -$22.12万 | 减仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $500.27万 | 0.20% | 64,877 | 2,438 | 3.9% | $18.80万 | 加仓 |
| SCHV | SCHWAB US LARGE CAP VALUE ETF | $497.92万 | 0.20% | 143,039 | 6,698 | 4.9% | $23.32万 | 加仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $495.69万 | 0.20% | 51,463 | 913 | 1.8% | $8.79万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $492.29万 | 0.20% | 10,023 | -6 | -0.1% | -$2,947 | 减仓 |
| APD | AIR PRODUCTS & CHEMICALS INCORPORATED | $482.67万 | 0.19% | 16,463 | -121 | -0.7% | -$3.55万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | $473.16万 | 0.19% | 111,752 | 12,512 | 12.6% | $52.98万 | 加仓 |
| XLE | SPDR ENERGY SELECT SECTOR FUND | $472.89万 | 0.19% | 89,040 | -68,880 | -43.6% | -$365.82万 | 减仓 |
| LMT | LOCKHEED MARTIN CORPORATION | $462.28万 | 0.19% | 9,074 | 515 | 6.0% | $26.24万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US ETF | $457.04万 | 0.18% | 54,572 | 371 | 0.7% | $3.11万 | 加仓 |
| IJR | ISHARES TR CORE S&P SCP ETF | $450.34万 | 0.18% | 30,365 | 229 | 0.8% | $3.40万 | 加仓 |
| PG | PROCTER AND GAMBLE COMPANY | $447.74万 | 0.18% | 30,532 | -1,254 | -3.9% | -$18.39万 | 减仓 |
| SOXX | ISHARES TR ISHARES SEMICDTR | $447.32万 | 0.18% | 6,981 | -315 | -4.3% | -$20.18万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INCORPORATED | $445.96万 | 0.18% | 14,971 | 2,531 | 20.3% | $75.39万 | 加仓 |
| NFLX | NETFLIX INCORPORATED | $441.28万 | 0.18% | 61,804 | -4,065 | -6.2% | -$29.02万 | 减仓 |
| GD | GENERAL DYNAMICS CORPORATION | $438.21万 | 0.18% | 12,370 | -135 | -1.1% | -$4.78万 | 减仓 |
| SPYG | SPDR PORTFOLIO S&P 500 GROWTH ETF | $438.13万 | 0.18% | 36,821 | -127 | -0.3% | -$1.51万 | 减仓 |
| MDYG | SPDR S&P 400 MID CAP GROWTH ETF | $436.96万 | 0.18% | 38,983 | 2,399 | 6.6% | $26.89万 | 加仓 |
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $435.97万 | 0.18% | 62,747 | 17,876 | 39.8% | $124.20万 | 加仓 |
| ORCL | ORACLE CORPORATION | $434.28万 | 0.18% | 29,634 | -1,263 | -4.1% | -$18.51万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $431.24万 | 0.17% | 11,539 | 709 | 6.5% | $26.50万 | 加仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF | $428.38万 | 0.17% | 112,909 | 691 | 0.6% | $2.62万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $427.42万 | 0.17% | 14,108 | 1,564 | 12.5% | $47.38万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INCORPORATED CLASS A | $421.02万 | 0.17% | 5,517 | 487 | 9.7% | $37.16万 | 加仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT | $419.11万 | 0.17% | 99,011 | -2,554 | -2.5% | -$10.81万 | 减仓 |
| FFLG | FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF | $418.34万 | 0.17% | 120,628 | 120,628 | — | $418.34万 | 新建仓 |
| QCOM | QUALCOMM INCORPORATED | $416.68万 | 0.17% | 22,549 | 989 | 4.6% | $18.28万 | 加仓 |
| CAIE | CALAMOS ETF TR AUTOCALLABLE INC | $407.57万 | 0.16% | 149,787 | 130,094 | 660.6% | $353.99万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $406.03万 | 0.16% | 25,870 | 100 | 0.4% | $1.57万 | 加仓 |
| MRK | MERCK & COMPANY INCORPORATED | $405.20万 | 0.16% | 31,533 | 360 | 1.2% | $4.63万 | 加仓 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $402.93万 | 0.16% | 32,919 | 755 | 2.3% | $9.24万 | 加仓 |
| — | FEDERATED HERMES MDT MARKET NEUTRAL ETF | $394.78万 | 0.16% | 152,012 | 22,200 | 17.1% | $57.65万 | 加仓 |
| MUB | ISHARES TR NATIONAL MUN ETF | $394.50万 | 0.16% | 36,657 | -3,405 | -8.5% | -$36.64万 | 减仓 |
| PLD | PROLOGIS INCORPORATED. REIT | $386.47万 | 0.16% | 28,528 | 1,026 | 3.7% | $13.90万 | 加仓 |
| SPSM | SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $386.40万 | 0.16% | 67,061 | 5,754 | 9.4% | $33.15万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $385.83万 | 0.16% | 9,283 | 489 | 5.6% | $20.32万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS A | $374.43万 | 0.15% | 5 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $371.56万 | 0.15% | 70,425 | 5,599 | 8.6% | $29.54万 | 加仓 |
| MA | MASTERCARD INCORPORATED CLASS A | $368.37万 | 0.15% | 7,172 | 68 | 1.0% | $3.49万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC CLASS A SHARES REPRESENTING LIMITED LIABILITY CMPNY INTRST | $365.27万 | 0.15% | 46,097 | -19,635 | -29.9% | -$155.59万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST WORLD EX U S CORE EQUITY 2 ETF | $364.91万 | 0.15% | 99,054 | -6,524 | -6.2% | -$24.03万 | 减仓 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $364.26万 | 0.15% | 12,124 | 707 | 6.2% | $21.24万 | 加仓 |
| MSTR | MICROSTRATEGY INCORPORATED CLASS A NEW | $364.24万 | 0.15% | 41,900 | 904 | 2.2% | $7.86万 | 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 |
| ASML | ASML HOLDING N V N Y REGISTRY SHS | $355.14万 | 0.14% | 1,785 | 135 | 8.2% | $26.86万 | 加仓 |
| HEEM | ISHARES INCORPORATED CUR HD MSCI EM | $354.10万 | 0.14% | 79,163 | 1,432 | 1.8% | $6.41万 | 加仓 |
| MCD | MCDONALDS CORPORATION | $353.01万 | 0.14% | 13,059 | -797 | -5.8% | -$21.54万 | 减仓 |
| SGOV | ISHARES TR 0-3 MNTH TREASRY | $349.29万 | 0.14% | 34,696 | -83,081 | -70.5% | -$836.39万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $347.01万 | 0.14% | 39,473 | 2,258 | 6.1% | $19.85万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF SHS BEN INT | $346.72万 | 0.14% | 104,150 | -47,102 | -31.1% | -$156.80万 | 减仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $342.45万 | 0.14% | 26,794 | 185 | 0.7% | $2.36万 | 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 |
| IEMG | ISHARES INCORPORATED CORE MSCI EMKT | $342.35万 | 0.14% | 41,327 | 10,384 | 33.6% | $86.02万 | 加仓 |
| MPC | MARATHON PETE CORPORATION | $331.96万 | 0.13% | 12,984 | 66 | 0.5% | $1.69万 | 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 |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETF | $327.59万 | 0.13% | 63,266 | 428 | 0.7% | $2.22万 | 加仓 |
| CWB | SPDR BLOOMBERG CONVERTIBLE SECURITIES ET | $327.43万 | 0.13% | 30,368 | 3,319 | 12.3% | $35.79万 | 加仓 |
| JIVE | JPMORGAN INTL VALUE ETF | $317.10万 | 0.13% | 34,484 | 1,091 | 3.3% | $10.03万 | 加仓 |
| MTRN | MATERION CORPORATION | $315.95万 | 0.13% | 10,624 | -600 | -5.3% | -$17.84万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $315.57万 | 0.13% | 7,599 | -118 | -1.5% | -$4.90万 | 减仓 |
| PANW | PALO ALTO NETWORKS INCORPORATED | $314.56万 | 0.13% | 9,224 | 694 | 8.1% | $23.67万 | 加仓 |
| — | FEDERATED HERMES ENHANCED INCOME ETF | $313.29万 | 0.13% | 58,396 | 8,616 | 17.3% | $46.22万 | 加仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $312.51万 | 0.13% | 17,691 | 6,135 | 53.1% | $108.37万 | 加仓 |
| CMI | CUMMINS INCORPORATED | $312.40万 | 0.13% | 4,380 | 271 | 6.6% | $19.33万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $311.10万 | 0.13% | 107,425 | 24,866 | 30.1% | $72.01万 | 加仓 |
| LNG | CHENIERE ENERGY INCORPORATED COM NEW | $308.10万 | 0.12% | 12,891 | -50 | -0.4% | -$1.20万 | 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 |
| — | DIMENSIONAL ETF TR DIMENSIONAL US SMALL CAP VALUE | $306.03万 | 0.12% | 78,895 | -3,420 | -4.2% | -$13.27万 | 减仓 |
| IGIB | ISHARES TR ISHS 5-10YR INVT | $305.81万 | 0.12% | 57,516 | -1,381 | -2.3% | -$7.34万 | 减仓 |
| RNST | RENASANT CORPORATION | $303.40万 | 0.12% | 71,322 | 71,322 | — | $303.40万 | 新建仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $302.74万 | 0.12% | 36,629 | 723 | 2.0% | $5.98万 | 加仓 |
| ESS | ESSEX PROPERTY TR INCORPORATED REIT | $297.95万 | 0.12% | 10,218 | -53 | -0.5% | -$1.55万 | 减仓 |
| DELL | DELL TECHNOLOGIES INCORPORATED CLASS C | $292.77万 | 0.12% | 6,786 | -1,786 | -20.8% | -$77.05万 | 减仓 |
| VRT | VERTIV HOLDINGS COMPANY COM CLASS A | $292.58万 | 0.12% | 8,738 | -490 | -5.3% | -$16.41万 | 减仓 |
| MNA | NYLI Merger Arbitrage ETF | $292.11万 | 0.12% | 80,076 | 2,943 | 3.8% | $10.74万 | 加仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $288.71万 | 0.12% | 156,652 | 53,403 | 51.7% | $98.42万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $286.14万 | 0.12% | 13,449 | -1,843 | -12.1% | -$39.21万 | 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 |
| 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 |
| MAA | MID-AMER APT CMNTYS INCORPORATED REIT | $284.85万 | 0.11% | 20,502 | -294 | -1.4% | -$4.08万 | 减仓 |
| LRCX | LAM RESEARCH CORPORATION COM NEW | $284.16万 | 0.11% | 6,558 | 1,242 | 23.4% | $53.82万 | 加仓 |
| MO | ALTRIA GROUP INCORPORATED | $282.62万 | 0.11% | 39,280 | 4,765 | 13.8% | $34.28万 | 加仓 |
| PFM | INVESCO DIVIDEND ACHIEVERS ETF | $282.05万 | 0.11% | 50,861 | 1,908 | 3.9% | $10.58万 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $281.36万 | 0.11% | 50,100 | -10 | -0.0% | -$562 | 减仓 |