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 |
|---|---|---|---|---|---|---|---|---|
| BP | BP PLC SPONSORED ADR | $72.34万 | 0.03% | 19,578 | -34 | -0.2% | -$1,256 | 减仓 |
| SCCO | SOUTHERN COPPER CORPORATION | $72.05万 | 0.03% | 4,134 | -140 | -3.3% | -$2.44万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT REIT | $71.88万 | 0.03% | 10,581 | -228 | -2.1% | -$1.55万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INCORPORATED | $71.62万 | 0.03% | 2,648 | -69 | -2.5% | -$1.87万 | 减仓 |
| PAYX | PAYCHEX INCORPORATED | $71.02万 | 0.03% | 7,222 | 712 | 10.9% | $7.00万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $70.97万 | 0.03% | 31,869 | 1,074 | 3.5% | $2.39万 | 加仓 |
| ULST | SSGA ACTIVE TRUST SPDR SSGA ULTRA SHORT TERM BOND ETF | $70.84万 | 0.03% | 17,523 | 240 | 1.4% | $9,702 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INCORPORATED | $70.73万 | 0.03% | 3,158 | -50 | -1.6% | -$1.12万 | 减仓 |
| BKNG | BOOKING HOLDINGS INCORPORATED | $70.58万 | 0.03% | 3,960 | -190 | -4.6% | -$3.39万 | 减仓 |
| GSUS | GOLDMAN SACHS MARKTBTA US EQY ETF | $70.55万 | 0.03% | 6,843 | 4,249 | 163.8% | $43.80万 | 加仓 |
| UFOX | DEFIANCE CONNECTIVE TECHNOLOGIES ETF | $70.52万 | 0.03% | 7,420 | -111 | -1.5% | -$1.05万 | 减仓 |
| SYK | STRYKER CORPORATION | $70.17万 | 0.03% | 2,229 | -27 | -1.2% | -$8,500 | 减仓 |
| CGMU | CAPITAL GROUP MUNICIPAL INC ETF | $69.92万 | 0.03% | 25,452 | 2,046 | 8.7% | $5.62万 | 加仓 |
| EWZ | ISHARES INCORPORATED MSCI BRAZIL ETF | $69.80万 | 0.03% | 20,233 | 20,233 | — | $69.80万 | 新建仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $69.70万 | 0.03% | 15,236 | -3,150 | -17.1% | -$14.41万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INCORPORATED | $69.46万 | 0.03% | 2,833 | 4 | 0.1% | $981 | 加仓 |
| — | IDX ALTERNATIVE FIAT ETF | $69.29万 | 0.03% | 36,662 | -17,229 | -32.0% | -$32.56万 | 减仓 |
| WULF | TERAWULF INC COMMON STOCK | $69.25万 | 0.03% | 28,037 | -2,800 | -9.1% | -$6.92万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INCORPORATED | $69.19万 | 0.03% | 1,393 | 40 | 3.0% | $1.99万 | 加仓 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $68.05万 | 0.03% | 12,651 | 7,084 | 127.2% | $38.11万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $67.97万 | 0.03% | 8,688 | 2,225 | 34.4% | $17.41万 | 加仓 |
| COHR | COHERENT CORPORATION | $67.85万 | 0.03% | 1,720 | 14 | 0.8% | $5,523 | 加仓 |
| IBB | ISHARES TR ISHARES BIOTECH | $67.66万 | 0.03% | 3,558 | 135 | 3.9% | $2.57万 | 加仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $67.44万 | 0.03% | 1,902 | -601 | -24.0% | -$21.31万 | 重新持有 |
| COWZ | PACER US CASH COWS 100 ETF | $67.39万 | 0.03% | 10,835 | 844 | 8.4% | $5.25万 | 加仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC COMMON STOCK | $67.07万 | 0.03% | 48,389 | -316 | -0.6% | -$4,380 | 减仓 |
| RKLB | ROCKET LAB CORPORATION | $66.68万 | 0.03% | 6,560 | -55 | -0.8% | -$5,591 | 减仓 |
| STLN | ONCOLOGY INST INC | $66.19万 | 0.03% | 121,900 | 18,700 | 18.1% | $10.15万 | 加仓 |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | $66.18万 | 0.03% | 11,360 | -1,690 | -13.0% | -$9.85万 | 减仓 |
| FMHI | FIRST TRUST MUNICIPAL HIGH INCOME ETF | $65.69万 | 0.03% | 13,548 | 2 | 0.0% | $97 | 加仓 |
| BUSE | FIRST BUSEY CORP | $65.64万 | 0.03% | 22,252 | 0 | 0.0% | — | 不变 |
| FCAL | FRST TR CLFRNA MNCPL HGH INCM ETF | $64.14万 | 0.03% | 12,918 | 8,495 | 192.1% | $42.18万 | 加仓 |
| CAH | CARDINAL HEALTH INCORPORATED | $64.03万 | 0.03% | 2,696 | 159 | 6.3% | $3.78万 | 加仓 |
| IGV | ISHARES TR EXPANDED TECH | $63.69万 | 0.03% | 7,030 | 1,316 | 23.0% | $11.92万 | 加仓 |
| PSI | INVESCO SEMICONDUCTORS ETF | $63.43万 | 0.03% | 3,377 | 3,377 | — | $63.43万 | 新建仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET | $63.34万 | 0.03% | 21,544 | 1,284 | 6.3% | $3.77万 | 加仓 |
| SNOW | SNOWFLAKE INCORPORATED CLASS A | $63.29万 | 0.03% | 2,487 | 125 | 5.3% | $3.18万 | 加仓 |
| IYF | ISHARES TR U.S. FINLS ETF | $63.24万 | 0.03% | 4,960 | -626 | -11.2% | -$7.98万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $63.16万 | 0.03% | 12,487 | 3,223 | 34.8% | $16.30万 | 加仓 |
| NSC | NORFOLK SOUTHN CORPORATION | $62.91万 | 0.03% | 2,000 | 705 | 54.4% | $22.18万 | 加仓 |
| — | GLOBAL X ALTERNATIVES INCOME ETF | $62.81万 | 0.03% | 50,561 | -28,677 | -36.2% | -$35.62万 | 减仓 |
| FMDE | Fidelity Enhanced Mid Cap ETF | $62.80万 | 0.03% | 15,475 | 614 | 4.1% | $2.49万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INCORPORATED | $62.62万 | 0.03% | 11,416 | 11,416 | — | $62.62万 | 新建仓 |
| GWW | GRAINGER W W INCORPORATED | $62.58万 | 0.03% | 460 | 25 | 5.7% | $3.40万 | 加仓 |
| — | BRANDYWINEGLOBAL-U.S. FIXED INCOME ETF | $62.52万 | 0.03% | 25,478 | 7,314 | 40.3% | $17.95万 | 加仓 |
| RJF | RAYMOND JAMES FINL INCORPORATED | $62.26万 | 0.03% | 4,095 | -23 | -0.6% | -$3,497 | 减仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $62.23万 | 0.03% | 8,223 | 8,223 | — | $62.23万 | 新建仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $62.04万 | 0.03% | 3,959 | 1,284 | 48.0% | $20.12万 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL iNTELLIGENCE & TECHNOLOGY | $62.00万 | 0.03% | 9,450 | -42 | -0.4% | -$2,756 | 减仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $61.80万 | 0.02% | 13,514 | 2,204 | 19.5% | $10.08万 | 加仓 |
| GSY | INVESCO ULTRA SHORT DURATION ETF | $61.64万 | 0.02% | 12,292 | 3,976 | 47.8% | $19.94万 | 加仓 |
| FJAN | FT VEST U.S. EQUITY BUFFER - JANUARY | $61.20万 | 0.02% | 11,110 | -300 | -2.6% | -$1.65万 | 减仓 |
| PTF | INVESCO DWA TECHNOLOGY MOMENTUM ETF | $61.00万 | 0.02% | 4,475 | 4,475 | — | $61.00万 | 新建仓 |
| — | GLOBAL X MSCI SUPERDIVIDEND EAFE ETF | $60.72万 | 0.02% | 28,427 | 6,455 | 29.4% | $13.79万 | 加仓 |
| IFRA | ISHARES TR US INFRASTRUC | $60.39万 | 0.02% | 9,580 | 5,177 | 117.6% | $32.64万 | 加仓 |
| ARCC | ARES CAPITAL CORPORATION | $60.35万 | 0.02% | 32,567 | 8,247 | 33.9% | $15.28万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $60.30万 | 0.02% | 16,166 | -650 | -3.9% | -$2.42万 | 减仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $59.93万 | 0.02% | 2,264 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INCORPORATED | $59.91万 | 0.02% | 1,813 | 91 | 5.3% | $3.01万 | 加仓 |
| F | FORD MTR COMPANY | $59.74万 | 0.02% | 42,982 | -204 | -0.5% | -$2,836 | 减仓 |
| EMXC | ISHARES INCORPORATED MSCI EMRG CHN | $59.20万 | 0.02% | 5,787 | -627 | -9.8% | -$6.41万 | 减仓 |
| ADSK | AUTODESK INCORPORATED | $58.99万 | 0.02% | 3,034 | -767 | -20.2% | -$14.91万 | 减仓 |
| UDR | UDR INCORPORATED REIT | $58.82万 | 0.02% | 14,734 | -253 | -1.7% | -$1.01万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND COMPANY | $58.76万 | 0.02% | 7,692 | 440 | 6.1% | $3.36万 | 加仓 |
| ON | ON SEMICONDUCTOR CORPORATION | $58.59万 | 0.02% | 6,197 | 6,197 | — | $58.59万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INCORPORATED COM CLASS A | $58.46万 | 0.02% | 66,811 | -8,794 | -11.6% | -$7.69万 | 减仓 |
| FLRN | SPDR BLOOMBERG INT GRD FLT RT ETF | $58.39万 | 0.02% | 18,927 | 18,927 | — | $58.39万 | 新建仓 |
| EOG | EOG RES INCORPORATED | $58.17万 | 0.02% | 4,484 | 569 | 14.5% | $7.38万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $58.01万 | 0.02% | 7,909 | -3,698 | -31.9% | -$27.12万 | 减仓 |
| IDVO | AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF | $57.70万 | 0.02% | 13,739 | 3,690 | 36.7% | $15.50万 | 加仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $57.42万 | 0.02% | 11,296 | -1,997 | -15.0% | -$10.15万 | 减仓 |
| MAR | MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A | $57.40万 | 0.02% | 1,549 | 167 | 12.1% | $6.19万 | 加仓 |
| VDE | VANGUARD ENERGY ETF | $57.29万 | 0.02% | 3,816 | -64 | -1.6% | -$9,608 | 减仓 |
| ED | CONSOLIDATED EDISON INCORPORATED | $57.22万 | 0.02% | 5,172 | 742 | 16.7% | $8.21万 | 加仓 |
| TFI | SPDR SERIES TRUST SPDR NUVEEN ICE MUNICIPAL BOND ETF | $57.09万 | 0.02% | 12,464 | -173 | -1.4% | -$7,923 | 减仓 |
| DAL | DELTA AIR LINES INCORPORATED DEL COM NEW | $56.16万 | 0.02% | 5,996 | 85 | 1.4% | $7,961 | 加仓 |
| NBSD | NEUBERGER SHORT DURATION INCOME ETF | $56.15万 | 0.02% | 11,118 | -10,062 | -47.5% | -$50.82万 | 减仓 |
| SKYY | FIRST TRUST ISE CLOUD COMPUTING INDEX FUND | $55.89万 | 0.02% | 4,153 | -22,159 | -84.2% | -$298.20万 | 减仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $55.59万 | 0.02% | 1,402 | 49 | 3.6% | $1.94万 | 加仓 |
| YUM | YUM BRANDS INCORPORATED | $55.30万 | 0.02% | 3,459 | 65 | 1.9% | $1.04万 | 加仓 |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $55.09万 | 0.02% | 4,705 | 1,803 | 62.1% | $21.11万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE COMPANY | $55.05万 | 0.02% | 12,203 | -779 | -6.0% | -$3.51万 | 减仓 |
| OKLO | OKLO INCORPORATED COM CLASS A | $54.92万 | 0.02% | 10,495 | 1,713 | 19.5% | $8.96万 | 加仓 |
| ESGU | ISHARES TR ESG AWR MSCI USA | $54.65万 | 0.02% | 3,339 | -17 | -0.5% | -$2,782 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $54.53万 | 0.02% | 1,717 | 124 | 7.8% | $3.94万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $54.51万 | 0.02% | 11,256 | 324 | 3.0% | $1.57万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INCORPORATED | $54.39万 | 0.02% | 648 | -27 | -4.0% | -$2.27万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SVCS | $54.33万 | 0.02% | 13,974 | -495 | -3.4% | -$1.92万 | 减仓 |
| — | CALAMOS NASDAQ AUTOCALLABLE INCOME ETF | $54.30万 | 0.02% | 20,224 | 8,646 | 74.7% | $23.21万 | 加仓 |
| — | ELECTRONIC ARTS INCORPORATED | $54.23万 | 0.02% | 2,645 | -363 | -12.1% | -$7.44万 | 减仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $53.84万 | 0.02% | 13,568 | 1,591 | 13.3% | $6.31万 | 加仓 |
| CIFR | CIPHER DIGITAL INCORPORATED | $53.53万 | 0.02% | 21,850 | -800 | -3.5% | -$1.96万 | 减仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $53.36万 | 0.02% | 10,719 | 4,031 | 60.3% | $20.07万 | 加仓 |
| MELI | MERCADOLIBRE INCORPORATED | $53.13万 | 0.02% | 313 | 4 | 1.3% | $6,790 | 加仓 |
| TTE | TOTALENERGIES SE | $53.13万 | 0.02% | 6,832 | 43 | 0.6% | $3,344 | 加仓 |
| STZ | CONSTELLATION BRANDS INCORPORATED CLASS A | $52.94万 | 0.02% | 3,806 | 27 | 0.7% | $3,756 | 加仓 |
| CTAS | CINTAS CORPORATION | $52.77万 | 0.02% | 3,102 | 3,102 | — | $52.77万 | 新建仓 |
| PSEC | PROSPECT CAP CORPORATION | $52.69万 | 0.02% | 228,091 | 228,091 | — | $52.69万 | 新建仓 |
| GSK | GSK PLC SPONSORED ADR | $52.52万 | 0.02% | 10,019 | -795 | -7.4% | -$4.17万 | 减仓 |
| MTN | VAIL RESORTS INCORPORATED | $52.05万 | 0.02% | 3,823 | -1,605 | -29.6% | -$21.85万 | 减仓 |