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 |
|---|---|---|---|---|---|---|---|---|
| MBSF | REGAN FLTG RATE MBS ETF VALUED ADVISERS TR | $103.53万 | 0.04% | 40,323 | 25,315 | 168.7% | $65.00万 | 加仓 |
| XSD | SPDR S&P SEMICONDUCTOR ETF | $102.88万 | 0.04% | 1,650 | 135 | 8.9% | $8.42万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $102.66万 | 0.04% | 27,045 | 2,588 | 10.6% | $9.82万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $102.37万 | 0.04% | 4,095 | 1,449 | 54.8% | $36.22万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $102.03万 | 0.04% | 17,093 | 2,553 | 17.6% | $15.24万 | 加仓 |
| SPHY | SPDR PORTFOLIO HIGH YIELD BOND ETF | $101.44万 | 0.04% | 43,275 | 3,670 | 9.3% | $8.60万 | 加仓 |
| WMB | WILLIAMS COMPANIES INCORPORATED | $100.45万 | 0.04% | 13,512 | -1,016 | -7.0% | -$7.55万 | 减仓 |
| — | SCHWAB CRYPTO THEMATIC ETF | $100.00万 | 0.04% | 14,296 | 2,465 | 20.8% | $17.24万 | 加仓 |
| — | INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF | $99.95万 | 0.04% | 80,474 | -25,277 | -23.9% | -$31.39万 | 减仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $99.63万 | 0.04% | 19,678 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $99.41万 | 0.04% | 42,977 | 18,507 | 75.6% | $42.81万 | 加仓 |
| APP | APPLOVIN CORPORATION COM CLASS A | $99.23万 | 0.04% | 1,926 | -230 | -10.7% | -$11.85万 | 减仓 |
| SCHW | SCHWAB CHARLES CORPORATION | $98.59万 | 0.04% | 10,685 | 932 | 9.6% | $8.60万 | 加仓 |
| JBL | JABIL INCORPORATED | $98.36万 | 0.04% | 2,552 | -249 | -8.9% | -$9.60万 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD SH BEN INT | $98.29万 | 0.04% | 169,180 | 97,024 | 134.5% | $56.37万 | 加仓 |
| — | INNOVATOR ETFS TRUST EQUITY DEFINED P | $95.71万 | 0.04% | 36,858 | 5,634 | 18.0% | $14.63万 | 加仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $95.57万 | 0.04% | 12,594 | 291 | 2.4% | $2.21万 | 加仓 |
| GEO | GEO GROUP INCORPORATED NEW | $94.64万 | 0.04% | 32,026 | 32,026 | — | $94.64万 | 新建仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF-2 YR TO JULY | $94.57万 | 0.04% | 31,285 | -470 | -1.5% | -$1.42万 | 减仓 |
| HYG | ISHARES TR IBOXX HI YD ETF | $94.17万 | 0.04% | 11,775 | -1,059 | -8.3% | -$8.47万 | 减仓 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $93.95万 | 0.04% | 16,543 | 3,984 | 31.7% | $22.63万 | 加仓 |
| D | DOMINION ENERGY INCORPORATED | $93.93万 | 0.04% | 13,752 | 2,615 | 23.5% | $17.86万 | 加仓 |
| SYY | SYSCO CORPORATION | $93.71万 | 0.04% | 11,212 | 206 | 1.9% | $1.72万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $93.42万 | 0.04% | 4,927 | -345 | -6.5% | -$6.54万 | 减仓 |
| APH | AMPHENOL CORPORATION NEW CLASS A | $93.00万 | 0.04% | 5,275 | 127 | 2.5% | $2.24万 | 加仓 |
| ENB | ENBRIDGE INCORPORATED | $92.21万 | 0.04% | 17,011 | 1,601 | 10.4% | $8.68万 | 加仓 |
| KEY | KEYCORP | $92.19万 | 0.04% | 39,997 | 7,745 | 24.0% | $17.85万 | 加仓 |
| OEF | ISHARES TR S&P 100 ETF | $91.80万 | 0.04% | 2,509 | -158 | -5.9% | -$5.78万 | 减仓 |
| CSX | CSX CORPORATION | $90.86万 | 0.04% | 19,116 | 5,174 | 37.1% | $24.59万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INCORPORATED | $90.74万 | 0.04% | 9,853 | -223 | -2.2% | -$2.05万 | 减仓 |
| MAS | MASCO CORPORATION | $90.52万 | 0.04% | 11,124 | 136 | 1.2% | $1.11万 | 加仓 |
| IVE | ISHARES TR S&P 500 VAL ETF | $90.41万 | 0.04% | 3,982 | -587 | -12.8% | -$13.33万 | 减仓 |
| XLV | SPDR HEALTH CARE SELECT | $90.30万 | 0.04% | 5,691 | 435 | 8.3% | $6.90万 | 加仓 |
| FAPR | FT VEST U.S. EQUITY BUFFER ETF - APRIL | $89.96万 | 0.04% | 19,246 | 11,235 | 140.2% | $52.51万 | 加仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF | $89.37万 | 0.04% | 40,679 | -480 | -1.2% | -$1.05万 | 减仓 |
| VST | VISTRA CORPORATION | $89.31万 | 0.04% | 5,630 | -96 | -1.7% | -$1.52万 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $88.95万 | 0.04% | 8,652 | 14 | 0.2% | $1,439 | 加仓 |
| HOOD | ROBINHOOD MKTS INCORPORATED COM CLASS A | $88.86万 | 0.04% | 8,861 | 2,886 | 48.3% | $28.94万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INCORPORATED | $88.56万 | 0.04% | 3,597 | -87 | -2.4% | -$2.14万 | 减仓 |
| MMM | 3M COMPANY | $87.82万 | 0.04% | 5,424 | -342 | -5.9% | -$5.54万 | 减仓 |
| IGRO | ISHARES TR INTL DIVID GROWTH ETF | $87.47万 | 0.04% | 9,948 | 450 | 4.7% | $3.96万 | 加仓 |
| COIN | COINBASE GLOBAL INCORPORATED COM CLASS A | $87.25万 | 0.04% | 5,968 | 823 | 16.0% | $12.03万 | 加仓 |
| OXY | OCCIDENTAL PETE CORPORATION | $86.53万 | 0.03% | 17,816 | -1,379 | -7.2% | -$6.70万 | 减仓 |
| FEZ | SPDR EURO STOXX 50 ETF | $85.95万 | 0.03% | 12,515 | -153 | -1.2% | -$1.05万 | 减仓 |
| USB | US BANCORP DEL COM NEW | $85.59万 | 0.03% | 14,171 | 177 | 1.3% | $1.07万 | 加仓 |
| FR | FIRST INDL RLTY TR INCORPORATED REIT | $85.47万 | 0.03% | 13,940 | 2 | 0.0% | $123 | 加仓 |
| CM | CANADIAN IMPERIAL BK COMM | $85.27万 | 0.03% | 7,415 | 18 | 0.2% | $2,070 | 加仓 |
| TECL | DIREXION DAILY TECHNO BULL 3X ETF | $84.94万 | 0.03% | 3,681 | -122 | -3.2% | -$2.82万 | 减仓 |
| — | NEOS GOLD HIGH INCOME ETF | $84.55万 | 0.03% | 17,452 | 7,440 | 74.3% | $36.05万 | 加仓 |
| IR | INGERSOLL RAND INCORPORATED | $84.47万 | 0.03% | 10,302 | 27 | 0.3% | $2,214 | 加仓 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $84.38万 | 0.03% | 4,863 | 297 | 6.5% | $5.15万 | 加仓 |
| IWS | ISHARES TR RUS MDCP VAL ETF | $84.27万 | 0.03% | 5,120 | -175 | -3.3% | -$2.88万 | 减仓 |
| — | PEARL DIVER CREDIT CO IN | $83.88万 | 0.03% | 84,215 | -750 | -0.9% | -$7,470 | 减仓 |
| EFV | ISHARES TR EAFE VALUE ETF | $83.83万 | 0.03% | 10,951 | -3,918 | -26.4% | -$29.99万 | 减仓 |
| RF | REGIONS FINANCIAL CORPORATION NEW | $83.40万 | 0.03% | 27,615 | 650 | 2.4% | $1.96万 | 加仓 |
| SPYV | SPDR PORTFOLIO S&P 500 VALUE ETF | $83.22万 | 0.03% | 13,690 | -3,075 | -18.3% | -$18.69万 | 减仓 |
| — | GLOBAL X FUNDS S&P 500 COLLAR 95-110 ETF | $82.30万 | 0.03% | 29,910 | -7,316 | -19.7% | -$20.13万 | 减仓 |
| SLB | SCHLUMBERGER LIMITED COM STK | $82.07万 | 0.03% | 17,654 | -391 | -2.2% | -$1.82万 | 减仓 |
| DVN | DEVON ENERGY CORPORATION NEW | $82.05万 | 0.03% | 19,857 | 1,864 | 10.4% | $7.70万 | 加仓 |
| PEY | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | $82.03万 | 0.03% | 35,390 | -2,979 | -7.8% | -$6.91万 | 减仓 |
| IWR | ISHARES TR RUS MID CAP ETF | $82.00万 | 0.03% | 7,433 | -27 | -0.4% | -$2,979 | 减仓 |
| ECL | ECOLAB INCORPORATED | $82.00万 | 0.03% | 2,943 | 1,612 | 121.1% | $44.91万 | 加仓 |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $81.71万 | 0.03% | 14,704 | 6,551 | 80.4% | $36.40万 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $81.12万 | 0.03% | 16,067 | -592 | -3.6% | -$2.99万 | 减仓 |
| O | REALTY INCOME CORPORATION REIT | $81.09万 | 0.03% | 13,088 | 1,207 | 10.2% | $7.48万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INCORPORATED | $81.03万 | 0.03% | 3,823 | -45 | -1.2% | -$9,537 | 减仓 |
| MXL | MAXLINEAR INC | $80.83万 | 0.03% | 6,313 | 6,313 | — | $80.83万 | 新建仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L P | $80.28万 | 0.03% | 21,839 | -767 | -3.4% | -$2.82万 | 减仓 |
| — | FIRST TRUST BLMRG ARTIF INTEL ETF | $80.24万 | 0.03% | 14,750 | 13 | 0.1% | $707 | 加仓 |
| FN | FABRINET SHS | $79.98万 | 0.03% | 1,423 | 799 | 128.0% | $44.91万 | 加仓 |
| MPWR | MONOLITHIC PWR SYSTEMS INCORPORATED | $79.63万 | 0.03% | 576 | 7 | 1.2% | $9,677 | 加仓 |
| TLN | TALEN ENERGY CORPORATION | $79.27万 | 0.03% | 2,063 | 474 | 29.8% | $18.21万 | 加仓 |
| — | ISHARES ETHEREUM TR SHS | $79.20万 | 0.03% | 66,609 | -11,122 | -14.3% | -$13.22万 | 减仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $79.19万 | 0.03% | 18,205 | -230 | -1.2% | -$1.00万 | 减仓 |
| KMB | KIMBERLY-CLARK CORPORATION | $79.04万 | 0.03% | 7,201 | 742 | 11.5% | $8.14万 | 加仓 |
| LIN | LINDE PLC SHS | $79.01万 | 0.03% | 1,523 | 40 | 2.7% | $2.08万 | 加仓 |
| FLCG | FEDERATED HME MDT LAR GRW ETF NAV CF | $78.75万 | 0.03% | 23,641 | 1,700 | 7.7% | $5.66万 | 加仓 |
| CRWV | COREWEAVE INCORPORATED COM CLASS A | $78.73万 | 0.03% | 7,909 | -6,304 | -44.4% | -$62.75万 | 减仓 |
| MGC | VANGUARD MEGA CAP INDEX FUND ETF SHARES | $78.48万 | 0.03% | 2,868 | 25 | 0.9% | $6,841 | 加仓 |
| XAR | SPDR S&P AEROSPACE & DEFENSE ETF | $78.09万 | 0.03% | 2,752 | -151 | -5.2% | -$4.28万 | 减仓 |
| FNDC | SCHWAB FUNDTL INTRNL SML EQT ETF | $78.01万 | 0.03% | 16,065 | 800 | 5.2% | $3.88万 | 加仓 |
| RIOT | RIOT PLATFORMS INCORPORATED | $77.99万 | 0.03% | 28,484 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR SP SMCP600VL ETF | $77.82万 | 0.03% | 5,693 | 243 | 4.5% | $3.32万 | 加仓 |
| AGNC | AGNC INVT CORPORATION REIT | $77.80万 | 0.03% | 71,378 | 5,167 | 7.8% | $5.63万 | 加仓 |
| IHI | ISHARES TR U.S. MED DVC ETF | $77.35万 | 0.03% | 15,654 | 2,650 | 20.4% | $13.09万 | 加仓 |
| FAUG | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | $77.26万 | 0.03% | 13,674 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORPORATION INTERNATIONAL | $76.83万 | 0.03% | 10,115 | 10,115 | — | $76.83万 | 新建仓 |
| DY | DYCOM INDUSTRIES INCORPORATED | $76.80万 | 0.03% | 1,519 | 511 | 50.7% | $25.84万 | 加仓 |
| CTVA | CORTEVA INCORPORATED | $76.67万 | 0.03% | 9,056 | -54 | -0.6% | -$4,572 | 减仓 |
| IGM | ISHARES TR EXPND TEC SC ETF | $76.66万 | 0.03% | 4,686 | -8 | -0.2% | -$1,309 | 减仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $76.49万 | 0.03% | 15,146 | 268 | 1.8% | $1.35万 | 加仓 |
| FSEP | FT VEST U.S. EQUITY BUFFER ETF SEPTEMBER | $75.76万 | 0.03% | 13,755 | -1,900 | -12.1% | -$10.47万 | 减仓 |
| GH | GUARDANT HEALTH INC COMMON STOCK | $75.69万 | 0.03% | 5,045 | 5,045 | — | $75.69万 | 新建仓 |
| QTUM | DEFIANCE QUANTUM ETF | $75.24万 | 0.03% | 4,549 | 384 | 9.2% | $6.35万 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTRM OPP | $75.09万 | 0.03% | 14,989 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $74.70万 | 0.03% | 26,966 | 12,007 | 80.3% | $33.26万 | 加仓 |
| FMAY | FT VEST U.S. EQUITY BUFFER ETF - MAY | $73.93万 | 0.03% | 13,155 | 1,997 | 17.9% | $11.22万 | 加仓 |
| DLR | DIGITAL RLTY TR INCORPORATED REIT | $73.23万 | 0.03% | 4,078 | -8 | -0.2% | -$1,437 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIES COM NEW | $72.85万 | 0.03% | 54,730 | 2,030 | 3.9% | $2.70万 | 加仓 |
| VFH | VANGUARD FINANCIALS ETF | $72.54万 | 0.03% | 5,512 | 805 | 17.1% | $10.59万 | 加仓 |