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 |
|---|---|---|---|---|---|---|---|---|
| EEM | ISHARES TR MSCI EMG MKT ETF | $158.09万 | 0.06% | 23,109 | 1,626 | 7.6% | $11.12万 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $156.38万 | 0.06% | 15,042 | -544 | -3.5% | -$5.66万 | 减仓 |
| NULG | NUVEEN ESG LARGE CAP GROWTH ETF | $156.04万 | 0.06% | 13,330 | 381 | 2.9% | $4.46万 | 加仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $155.91万 | 0.06% | 23,071 | -77 | -0.3% | -$5,204 | 减仓 |
| DIS | DISNEY WALT COMPANY | $154.46万 | 0.06% | 16,048 | -666 | -4.0% | -$6.41万 | 减仓 |
| MCK | MCKESSON CORPORATION | $154.39万 | 0.06% | 2,043 | 27 | 1.3% | $2.04万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INCORPORATED | $153.85万 | 0.06% | 3,069 | 1,154 | 60.3% | $57.85万 | 加仓 |
| CVS | CVS HEALTH CORPORATION | $153.59万 | 0.06% | 14,847 | -159 | -1.1% | -$1.64万 | 减仓 |
| OSCR | OSCAR HEALTH INCORPORATED CLASS A | $153.39万 | 0.06% | 53,783 | 53,783 | — | $153.39万 | 新建仓 |
| 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 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $152.18万 | 0.06% | 116,970 | 23,303 | 24.9% | $30.32万 | 加仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF-MARCH | $151.06万 | 0.06% | 44,259 | -452 | -1.0% | -$1.54万 | 减仓 |
| ALAB | ASTERA LABS INCORPORATED | $149.78万 | 0.06% | 3,101 | -1,199 | -27.9% | -$57.91万 | 减仓 |
| WELL | WELLTOWER INCORPORATED REIT | $149.56万 | 0.06% | 6,590 | -41 | -0.6% | -$9,305 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $148.94万 | 0.06% | 29,451 | -391 | -1.3% | -$1.98万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INCORPORATED COM SHS | $147.91万 | 0.06% | 31,444 | 4,853 | 18.3% | $22.83万 | 加仓 |
| TQQQ | PROSHARES TRUST ULTRAPRO QQQ | $147.86万 | 0.06% | 18,254 | -1,424 | -7.2% | -$11.53万 | 减仓 |
| NOW | SERVICENOW INCORPORATED | $147.71万 | 0.06% | 14,878 | 5,545 | 59.4% | $55.05万 | 加仓 |
| TGT | TARGET CORPORATION | $147.29万 | 0.06% | 11,277 | 842 | 8.1% | $11.00万 | 加仓 |
| WM | WASTE MGMT INCORPORATED DEL | $146.92万 | 0.06% | 6,592 | -4,749 | -41.9% | -$105.85万 | 减仓 |
| 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 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $146.22万 | 0.06% | 24,253 | 2,605 | 12.0% | $15.71万 | 加仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $145.49万 | 0.06% | 19,425 | -49 | -0.3% | -$3,670 | 减仓 |
| CEG | CONSTELLATION ENERGY CORPORATION | $145.42万 | 0.06% | 5,855 | -37 | -0.6% | -$9,190 | 减仓 |
| TFC | TRUIST FINL CORPORATION | $144.71万 | 0.06% | 29,046 | -319 | -1.1% | -$1.59万 | 减仓 |
| EFA | ISHARES TR MSCI EAFE ETF | $144.36万 | 0.06% | 13,897 | 2,049 | 17.3% | $21.28万 | 加仓 |
| XLU | SPDR UTILITIES SELECT SECTOR FUND | $144.23万 | 0.06% | 31,812 | 2,029 | 6.8% | $9.20万 | 加仓 |
| OKE | ONEOK INCORPORATED NEW | $143.80万 | 0.06% | 16,540 | 563 | 3.5% | $4.89万 | 加仓 |
| KRE | SPDR S&P REGIONAL BANKING ETF | $142.87万 | 0.06% | 19,087 | 1,189 | 6.6% | $8.90万 | 加仓 |
| EMGF | ISHARES EMG MRKTS EQTY FACTOR ETF | $142.66万 | 0.06% | 19,473 | -2,165 | -10.0% | -$15.86万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A | $142.15万 | 0.06% | 16,332 | -523 | -3.1% | -$4.55万 | 减仓 |
| BIZD | VANECK BDC INCOME ETF | $141.64万 | 0.06% | 111,877 | 2,676 | 2.5% | $3.39万 | 加仓 |
| LQD | ISHARES TR IBOXX INV CP ETF | $139.83万 | 0.06% | 12,821 | -563 | -4.2% | -$6.14万 | 减仓 |
| 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 |
| UBER | UBER TECHNOLOGIES INCORPORATED | $137.47万 | 0.06% | 19,051 | -772 | -3.9% | -$5.57万 | 减仓 |
| ALL | ALLSTATE CORPORATION | $136.78万 | 0.06% | 5,748 | -126 | -2.1% | -$3.00万 | 减仓 |
| CRM | SALESFORCE INCORPORATED | $136.26万 | 0.05% | 8,698 | -2,171 | -20.0% | -$34.01万 | 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 |
| ITA | ISHARES TR US AER DEF ETF | $135.97万 | 0.05% | 5,609 | -579 | -9.4% | -$14.04万 | 减仓 |
| PWR | QUANTA SVCS INCORPORATED | $135.73万 | 0.05% | 1,885 | -138 | -6.8% | -$9.94万 | 减仓 |
| GILD | GILEAD SCIENCES INCORPORATED | $135.01万 | 0.05% | 10,686 | 1,805 | 20.3% | $22.80万 | 加仓 |
| CI | THE CIGNA GROUP | $133.75万 | 0.05% | 4,852 | -337 | -6.5% | -$9.29万 | 减仓 |
| ETR | ENTERGY CORPORATION NEW | $133.05万 | 0.05% | 11,584 | 106 | 0.9% | $1.22万 | 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 |
| AXP | AMERICAN EXPRESS COMPANY | $131.10万 | 0.05% | 3,876 | 226 | 6.2% | $7.64万 | 加仓 |
| FLOT | ISHARES TR FLTG RATE NT ETF | $130.73万 | 0.05% | 25,608 | 11,673 | 83.8% | $59.59万 | 加仓 |
| STEW | SRH TOTAL RETURN FUND INCORPORATED | $130.27万 | 0.05% | 72,775 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $130.14万 | 0.05% | 13,252 | 1,361 | 11.4% | $13.37万 | 加仓 |
| VLO | VALERO ENERGY CORPORATION | $129.71万 | 0.05% | 4,980 | -246 | -4.7% | -$6.41万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $129.47万 | 0.05% | 119,107 | 1,026 | 0.9% | $1.12万 | 加仓 |
| RDIV | INVESCO S P ULTRA DIVIDEND REV ETF | $129.11万 | 0.05% | 22,260 | 5 | 0.0% | $290 | 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 |
| — | STATE STREET SPDR S&P GLOBAL DIVIDEND ETF | $128.49万 | 0.05% | 16,080 | 34 | 0.2% | $2,717 | 加仓 |
| ISRG | INTUITIVE SURGICAL INCORPORATED COM NEW | $128.13万 | 0.05% | 3,222 | -48 | -1.5% | -$1.91万 | 减仓 |
| 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 |
| VNQ | VANGUARD REAL ESTATE ETF | $125.43万 | 0.05% | 13,008 | 1,101 | 9.2% | $10.62万 | 加仓 |
| IDV | ISHARES TR INTL SEL DIV ETF | $125.39万 | 0.05% | 30,266 | 2,434 | 8.7% | $10.08万 | 加仓 |
| GATX | GATX CORPORATION | $125.12万 | 0.05% | 7,061 | -28 | -0.4% | -$4,962 | 减仓 |
| IGSB | ISHARES TR ISHS 1-5YR INVS | $124.55万 | 0.05% | 23,765 | 45 | 0.2% | $2,358 | 加仓 |
| AMLP | ALERIAN MLP ETF | $124.35万 | 0.05% | 23,982 | -11,399 | -32.2% | -$59.10万 | 减仓 |
| FXU | FIRST TRUST UTILITIES ALPHADEX FUND | $123.82万 | 0.05% | 25,095 | 10,859 | 76.3% | $53.58万 | 加仓 |
| AFL | AFLAC INCORPORATED | $123.80万 | 0.05% | 10,559 | 441 | 4.4% | $5.17万 | 加仓 |
| AZO | AUTOZONE INCORPORATED | $123.68万 | 0.05% | 387 | -96 | -19.9% | -$30.68万 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $123.66万 | 0.05% | 35,110 | 35,110 | — | $123.66万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INCORPORATED | $123.34万 | 0.05% | 3,736 | 479 | 14.7% | $15.81万 | 加仓 |
| ACYN | FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF | $122.29万 | 0.05% | 58,821 | 58,821 | — | $122.29万 | 新建仓 |
| FCEL | FUELCELL ENERGY INC COMMON STOCK | $122.19万 | 0.05% | 33,932 | 33,932 | — | $122.19万 | 新建仓 |
| IXUS | ISHARES TR CORE MSCI TOTAL | $121.57万 | 0.05% | 12,776 | 1,094 | 9.4% | $10.41万 | 加仓 |
| — | FEDERATED HME MDT LAR VAL ETF NAV CF | $121.07万 | 0.05% | 33,765 | 390 | 1.2% | $1.40万 | 加仓 |
| PSX | PHILLIPS 66 | $120.18万 | 0.05% | 7,109 | 490 | 7.4% | $8.28万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY ETF | $119.80万 | 0.05% | 33,996 | -90 | -0.3% | -$3,172 | 减仓 |
| DYNF | BLACKROCK ETF TRUST ISHARES U S EQUITY FACTOR ROTATION ACTIVE ETF | $116.40万 | 0.05% | 17,115 | -3,054 | -15.1% | -$20.77万 | 减仓 |
| WAB | WABTEC | $115.74万 | 0.05% | 4,293 | 51 | 1.2% | $1.37万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE-TRADED FD TR BETABUILDERS US EQUITY ETF | $115.55万 | 0.05% | 8,577 | -1,277 | -13.0% | -$17.20万 | 减仓 |
| XYLD | GLOBAL X S&P 500 COVERED CALL ETF | $115.45万 | 0.05% | 28,304 | 363 | 1.3% | $1.48万 | 加仓 |
| SHOP | SHOPIFY INCORPORATED CLASS A SUB VTG SHS | $115.30万 | 0.05% | 10,098 | -1,261 | -11.1% | -$14.40万 | 减仓 |
| XMMO | INVESCO S & P MIDCAP MOMENTUM ETF | $115.20万 | 0.05% | 6,771 | -859 | -11.3% | -$14.62万 | 减仓 |
| IUSB | ISHARES TR CORE TOTAL USD | $113.26万 | 0.05% | 24,542 | -3,381 | -12.1% | -$15.60万 | 减仓 |
| FDEC | FIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQI BUFFER ETF DECEMBER | $113.06万 | 0.05% | 20,758 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $112.68万 | 0.05% | 15,349 | 3,745 | 32.3% | $27.49万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $111.84万 | 0.05% | 18,109 | -1,486 | -7.6% | -$9.18万 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD TR INVESCO S&P 100 EQUAL WEIGHT ETF | $111.83万 | 0.05% | 8,668 | -1,135 | -11.6% | -$14.64万 | 减仓 |
| ANET | ARISTA NETWORKS INCORPORATED COM SHS | $111.81万 | 0.05% | 6,582 | -2,828 | -30.1% | -$48.04万 | 减仓 |
| EMR | EMERSON ELEC COMPANY | $110.54万 | 0.04% | 7,722 | 176 | 2.3% | $2.52万 | 加仓 |
| NBXG | NEUBERGER NEXT GENERATION COMMON STOCK | $110.24万 | 0.04% | 66,653 | 18,279 | 37.8% | $30.23万 | 加仓 |
| BLK | BLACKROCK INCORPORATED | $110.18万 | 0.04% | 1,146 | -36 | -3.0% | -$3.46万 | 减仓 |
| NET | CLOUDFLARE INCORPORATED CLASS A COM | $110.06万 | 0.04% | 4,487 | 502 | 12.6% | $12.31万 | 加仓 |
| CLS | CELESTICA INCORPORATED | $109.73万 | 0.04% | 3,008 | 784 | 35.3% | $28.60万 | 加仓 |
| FSK | FS KKR CAP CORPORATION | $109.55万 | 0.04% | 104,332 | -319 | -0.3% | -$3,350 | 减仓 |
| GNRC | GENERAC HLDGS INCORPORATED | $109.28万 | 0.04% | 3,732 | -252 | -6.3% | -$7.38万 | 减仓 |
| AIO | VIRTUS ARTIFICIAL INTELL | $109.07万 | 0.04% | 38,858 | -565 | -1.4% | -$1.59万 | 减仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF CRSP U S MEGA CAP VALUE INDEX | $108.96万 | 0.04% | 6,666 | 393 | 6.3% | $6.42万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORPORATION | $108.69万 | 0.04% | 9,677 | 61 | 0.6% | $6,852 | 加仓 |
| IWMI | NEOS RUSSELL 2000 HIGH INCOME ETF | $108.60万 | 0.04% | 20,291 | 8,418 | 70.9% | $45.05万 | 加仓 |
| ABT | ABBOTT LABS | $107.54万 | 0.04% | 11,849 | 243 | 2.1% | $2.21万 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI | $106.82万 | 0.04% | 111,618 | -1,216 | -1.1% | -$1.16万 | 减仓 |
| — | PGIM ULTRA SHORT MUNICIPAL BOND ETF | $106.39万 | 0.04% | 21,103 | 4,075 | 23.9% | $20.54万 | 加仓 |
| SBUX | STARBUCKS CORPORATION | $106.19万 | 0.04% | 10,392 | 222 | 2.2% | $2.27万 | 加仓 |
| FDX | FEDEX CORPORATION | $104.45万 | 0.04% | 3,336 | 27 | 0.8% | $8,453 | 加仓 |
| NUE | NUCOR CORPORATION | $103.72万 | 0.04% | 4,657 | 1,094 | 30.7% | $24.37万 | 加仓 |