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 |
|---|---|---|---|---|---|---|---|---|
| VOE | VANGUARD MID-CAP VALUE ETF | $279.64万 | 0.11% | 14,152 | 175 | 1.3% | $3.46万 | 加仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $279.36万 | 0.11% | 57,411 | 1,553 | 2.8% | $7.56万 | 加仓 |
| 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 |
| AOR | ISHARES TR CORE 60/40 BALAN | $278.52万 | 0.11% | 40,074 | 333 | 0.8% | $2.31万 | 加仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $274.95万 | 0.11% | 46,664 | 981 | 2.1% | $5.78万 | 加仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $273.34万 | 0.11% | 55,163 | -9,766 | -15.0% | -$48.39万 | 减仓 |
| UPS | UNITED PARCEL SERVICE INCORPORATED CLASS B | $273.28万 | 0.11% | 25,421 | -673 | -2.6% | -$7.23万 | 减仓 |
| KLAC | KLA CORPORATION COM NEW | $270.39万 | 0.11% | 8,962 | 3,742 | 71.7% | $112.90万 | 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 |
| JCI | JOHNSON CONTROLS INTERNATIONAL PLC SHS | $267.93万 | 0.11% | 18,338 | 490 | 2.7% | $7.16万 | 加仓 |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $264.60万 | 0.11% | 49,550 | 17,721 | 55.7% | $94.63万 | 加仓 |
| — | 2X BITCOIN STRATEGY ETF | $263.20万 | 0.11% | 255,040 | 14,001 | 5.8% | $14.45万 | 加仓 |
| STT | STATE STR CORPORATION | $262.47万 | 0.11% | 15,476 | 657 | 4.4% | $11.14万 | 加仓 |
| VBR | VANGUARD SMALL-CAP VALUE ETF | $255.00万 | 0.10% | 10,494 | 621 | 6.3% | $15.09万 | 加仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $254.18万 | 0.10% | 26,318 | -504 | -1.9% | -$4.87万 | 减仓 |
| HUM | HUMANA INCORPORATED | $253.43万 | 0.10% | 6,380 | 107 | 1.7% | $4.25万 | 加仓 |
| ELV | ELEVANCE HEALTH INCORPORATED | $253.31万 | 0.10% | 6,550 | -522 | -7.4% | -$20.19万 | 减仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $253.23万 | 0.10% | 43,346 | -22,094 | -33.8% | -$129.07万 | 减仓 |
| CB | CHUBB LIMITED | $251.94万 | 0.10% | 7,394 | -680 | -8.4% | -$23.17万 | 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 |
| USFR | WISDOMTREE TRUST WISDOMTREE FLOATING RATE TREASURY FUND | $250.70万 | 0.10% | 49,791 | -15,442 | -23.7% | -$77.75万 | 减仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $248.23万 | 0.10% | 54,318 | 1,004 | 1.9% | $4.59万 | 加仓 |
| 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 |
| CME | CME GROUP INCORPORATED | $237.06万 | 0.10% | 10,735 | -210 | -1.9% | -$4.64万 | 减仓 |
| IWD | ISHARES TR RUS 1000 VAL ETF | $234.30万 | 0.09% | 9,665 | -12 | -0.1% | -$2,909 | 减仓 |
| PM | PHILIP MORRIS INTERNATIONAL INCORPORATED | $232.03万 | 0.09% | 12,826 | 874 | 7.3% | $15.81万 | 加仓 |
| WFC | WELLS FARGO COMPANY NEW | $231.56万 | 0.09% | 28,021 | 1,178 | 4.4% | $9.73万 | 加仓 |
| AMGN | AMGEN INCORPORATED | $231.22万 | 0.09% | 6,385 | 1,288 | 25.3% | $46.64万 | 加仓 |
| ARKK | ARK ETF TRUST INNOVATION ETF | $229.94万 | 0.09% | 28,451 | -14 | -0.0% | -$1,131 | 减仓 |
| XBI | SPDR S&P BIOTECH ETF | $227.41万 | 0.09% | 14,370 | 4,235 | 41.8% | $67.02万 | 加仓 |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | $227.38万 | 0.09% | 16,620 | 906 | 5.8% | $12.40万 | 加仓 |
| SDIV | GLOBAL X SUPERDIVIDEND ETF | $225.89万 | 0.09% | 92,427 | -24,114 | -20.7% | -$58.93万 | 减仓 |
| TJX | TJX COMPANIES INCORPORATED NEW | $223.97万 | 0.09% | 14,784 | 1,045 | 7.6% | $15.83万 | 加仓 |
| UTES | VIRTUS REAVES UTILITIES ETF | $222.10万 | 0.09% | 27,172 | 4,626 | 20.5% | $37.81万 | 加仓 |
| DE | DEERE & COMPANY | $221.46万 | 0.09% | 3,491 | 14 | 0.4% | $8,881 | 加仓 |
| FTHI | FIRST TRUST BUYWRITE INCOME ETF | $221.38万 | 0.09% | 92,823 | 16,033 | 20.9% | $38.24万 | 加仓 |
| IUSG | ISHARES TR CORE S&P US GWT | $220.58万 | 0.09% | 11,727 | -24 | -0.2% | -$4,514 | 减仓 |
| LOW | LOWES COMPANIES INCORPORATED | $219.48万 | 0.09% | 9,954 | -558 | -5.3% | -$12.30万 | 减仓 |
| XLI | SPDR INDUSTRIAL SELECT SECTOR FUND | $218.71万 | 0.09% | 11,807 | -2,020 | -14.6% | -$37.42万 | 减仓 |
| C | CITIGROUP INCORPORATED COM NEW | $218.46万 | 0.09% | 15,609 | -83 | -0.5% | -$1.16万 | 减仓 |
| BINC | iShares Flexible Income Active ETF | $218.29万 | 0.09% | 41,706 | 3,363 | 8.8% | $17.60万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $217.50万 | 0.09% | 10,405 | -2,143 | -17.1% | -$44.80万 | 减仓 |
| FCX | FREEPORT-MCMORAN INCORPORATED CLASS B | $216.13万 | 0.09% | 34,367 | -1,802 | -5.0% | -$11.33万 | 减仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $216.01万 | 0.09% | 38,219 | -557 | -1.4% | -$3.15万 | 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 |
| 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 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $214.31万 | 0.09% | 22,889 | -86 | -0.4% | -$8,052 | 减仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $214.13万 | 0.09% | 18,970 | -927 | -4.7% | -$10.46万 | 减仓 |
| HDV | ISHARES TR CORE HIGH DV ETF | $213.80万 | 0.09% | 78,002 | -1,073 | -1.4% | -$2.94万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $212.66万 | 0.09% | 7,318 | 88 | 1.2% | $2.56万 | 加仓 |
| PEP | PEPSICO INCORPORATED | $211.93万 | 0.09% | 15,652 | 581 | 3.9% | $7.87万 | 加仓 |
| 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 |
| VHT | VANGUARD HEALTH CARE ETF | $209.21万 | 0.08% | 6,997 | -306 | -4.2% | -$9.15万 | 减仓 |
| WTMF | WISDOMTREE MANAGED FUTURES STRATEGY FUND | $209.10万 | 0.08% | 51,188 | 3,154 | 6.6% | $12.88万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | $206.98万 | 0.08% | 35,921 | 394 | 1.1% | $2.27万 | 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 |
| SCHH | SCHWAB U.S. REIT ETF | $202.53万 | 0.08% | 85,528 | 8,803 | 11.5% | $20.85万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ETF SHS NEW | $200.39万 | 0.08% | 77,221 | 354 | 0.5% | $9,186 | 加仓 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $199.53万 | 0.08% | 9,093 | -2,241 | -19.8% | -$49.17万 | 减仓 |
| SYLD | CAMBRIA SHAREHOLDER YIELD ETF | $199.38万 | 0.08% | 25,210 | -1,074 | -4.1% | -$8.49万 | 减仓 |
| T | AT&T INCORPORATED | $199.20万 | 0.08% | 96,230 | 13,002 | 15.6% | $26.91万 | 加仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $197.52万 | 0.08% | 26,158 | -3,462 | -11.7% | -$26.14万 | 减仓 |
| UNP | UNION PAC CORPORATION | $195.60万 | 0.08% | 7,191 | 61 | 0.9% | $1.66万 | 加仓 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND | $194.89万 | 0.08% | 5,823 | 2,361 | 68.2% | $79.02万 | 加仓 |
| VTEC | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | $193.84万 | 0.08% | 19,268 | 19,268 | — | $193.84万 | 新建仓 |
| HCA | HCA HEALTHCARE INCORPORATED | $192.47万 | 0.08% | 4,937 | -23 | -0.5% | -$8,967 | 减仓 |
| PFE | PFIZER INCORPORATED | $192.33万 | 0.08% | 79,869 | -4,647 | -5.5% | -$11.19万 | 减仓 |
| — | US VEGAN CLIMATE ETF | $191.79万 | 0.08% | 23,314 | -925 | -3.8% | -$7.61万 | 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 |
| ICF | ISHARES TR COHEN STEER REIT | $188.69万 | 0.08% | 27,900 | -1,343 | -4.6% | -$9.08万 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $188.18万 | 0.08% | 24,941 | 3,166 | 14.5% | $23.89万 | 加仓 |
| SLV | ISHARES SILVER TR ISHARES | $187.73万 | 0.08% | 35,109 | -1,320 | -3.6% | -$7.06万 | 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 |
| FIX | COMFORT SYSTEMS USA INCORPORATED | $186.50万 | 0.08% | 941 | -1 | -0.1% | -$1,982 | 减仓 |
| COF | CAPITAL ONE FINL CORPORATION | $186.12万 | 0.08% | 9,277 | 1,328 | 16.7% | $26.64万 | 加仓 |
| EIPI | FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF | $185.28万 | 0.07% | 84,836 | -7,698 | -8.3% | -$16.81万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $182.19万 | 0.07% | 6,597 | -2,089 | -24.1% | -$57.69万 | 减仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $181.97万 | 0.07% | 18,051 | 818 | 4.7% | $8.25万 | 加仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $181.52万 | 0.07% | 17,074 | 515 | 3.1% | $5.48万 | 加仓 |
| IWLG | NYLI Winslow Large Cap Growth ETF | $181.35万 | 0.07% | 32,046 | 8,388 | 35.5% | $47.47万 | 加仓 |
| COP | CONOCOPHILLIPS | $180.74万 | 0.07% | 17,385 | -2,829 | -14.0% | -$29.41万 | 减仓 |
| WDC | WESTERN DIGITAL CORPORATION | $178.21万 | 0.07% | 2,790 | -5,897 | -67.9% | -$376.66万 | 减仓 |
| HON | HONEYWELL INTERNATIONAL INCORPORATED | $178.04万 | 0.07% | 7,952 | -8,226 | -50.8% | -$184.18万 | 减仓 |
| GPC | GENUINE PARTS COMPANY | $177.96万 | 0.07% | 15,084 | 1,283 | 9.3% | $15.14万 | 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 |
| EMB | ISHARES TR JPMORGAN USD EMG | $177.31万 | 0.07% | 18,385 | 1,855 | 11.2% | $17.89万 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $175.92万 | 0.07% | 14,100 | 698 | 5.2% | $8.71万 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CEA CYBERSECURITY ETF | $175.71万 | 0.07% | 19,556 | -46,874 | -70.6% | -$421.17万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INCORPORATED | $175.71万 | 0.07% | 7,948 | 7,948 | — | $175.71万 | 新建仓 |
| NULV | NUVEEN ESG LARGE CAP VALUE ETF | $174.55万 | 0.07% | 34,917 | 5,050 | 16.9% | $25.24万 | 加仓 |
| — | FIRST TRUST NEW CONSTRUCTS CORE EARNINGS LEADERS ETF | $173.84万 | 0.07% | 64,195 | 14,521 | 29.2% | $39.32万 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $173.77万 | 0.07% | 5,673 | -24 | -0.4% | -$7,351 | 减仓 |
| DSI | ISHARES TR ESG MSCI KLD 400 | $173.35万 | 0.07% | 12,175 | 908 | 8.1% | $12.93万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORPORATION | $171.75万 | 0.07% | 3,372 | 112 | 3.4% | $5.70万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $171.48万 | 0.07% | 58,268 | 17,649 | 43.5% | $51.94万 | 加仓 |
| DRI | DARDEN RESTAURANTS INCORPORATED | $167.20万 | 0.07% | 8,116 | -39 | -0.5% | -$8,034 | 减仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $164.59万 | 0.07% | 45,057 | 3,080 | 7.3% | $11.25万 | 加仓 |
| CRH | CRH PLC ORD | $162.12万 | 0.07% | 15,151 | -2,143 | -12.4% | -$22.93万 | 减仓 |
| COKE | COCA COLA CONS INCORPORATED | $162.10万 | 0.07% | 8,490 | 90 | 1.1% | $1.72万 | 加仓 |
| BX | BLACKSTONE INCORPORATED | $161.19万 | 0.06% | 13,698 | 582 | 4.4% | $6.85万 | 加仓 |