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 |
|---|---|---|---|---|---|---|---|---|
| — | PACER US CASH COWS GROWTH ETF | $51.92万 | 0.02% | 8,806 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID CAP 400 GRWTH ETF | $51.75万 | 0.02% | 4,404 | -118 | -2.6% | -$1.39万 | 减仓 |
| NVO | NOVO-NORDISK A S ADR | $51.04万 | 0.02% | 10,646 | -381 | -3.5% | -$1.83万 | 减仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $50.73万 | 0.02% | 6,122 | 176 | 3.0% | $1.46万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INCORPORATED N C CLASS A | $50.56万 | 0.02% | 243 | 3 | 1.2% | $6,242 | 加仓 |
| IJT | ISHARES TR S&P SML 600 GWT | $50.11万 | 0.02% | 2,806 | 148 | 5.6% | $2.64万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD VIII FIRST TRUST FLEXIBLE MUNICIPAL HIGH INCOME ETF | $50.08万 | 0.02% | 28,833 | -1,500 | -4.9% | -$2.61万 | 减仓 |
| PHM | PULTE GROUP INCORPORATED | $50.07万 | 0.02% | 3,649 | 161 | 4.6% | $2.21万 | 加仓 |
| — | INFRACAP REIT PREFERRED ETF | $50.00万 | 0.02% | 28,736 | 12,726 | 79.5% | $22.14万 | 加仓 |
| SGVT | SCHWAB GOVT MONEY MKT ETF | $49.93万 | 0.02% | 4,957 | 4,957 | — | $49.93万 | 新建仓 |
| — | SAN JUAN BASIN RTY T ROYALTY TRUST | $49.90万 | 0.02% | 155,450 | -10,500 | -6.3% | -$3.37万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INCORPORATED | $49.63万 | 0.02% | 4,195 | 104 | 2.5% | $1.23万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $49.34万 | 0.02% | 19,313 | 4,009 | 26.2% | $10.24万 | 加仓 |
| SPSB | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $48.66万 | 0.02% | 16,213 | -102 | -0.6% | -$3,061 | 减仓 |
| GOVT | ISHARES TR US TREAS BD ETF | $48.64万 | 0.02% | 21,353 | -5,592 | -20.8% | -$12.74万 | 减仓 |
| WSM | WILLIAMS SONOMA INCORPORATED | $48.60万 | 0.02% | 2,085 | -3 | -0.1% | -$699 | 减仓 |
| FTNT | FORTINET INCORPORATED | $48.45万 | 0.02% | 3,154 | -218 | -6.5% | -$3.35万 | 减仓 |
| IUSV | ISHARES TR CORE S&P US VLU | $48.35万 | 0.02% | 4,389 | 75 | 1.7% | $8,262 | 加仓 |
| MTB | M & T BK CORPORATION | $48.34万 | 0.02% | 2,031 | 114 | 5.9% | $2.71万 | 加仓 |
| HYEM | VANECK EMERGING MARKETS HIGH YIELD BOND ETF | $47.81万 | 0.02% | 23,772 | -12,699 | -34.8% | -$25.54万 | 减仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $47.75万 | 0.02% | 17,653 | 118 | 0.7% | $3,192 | 加仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | $47.70万 | 0.02% | 15,826 | 1,992 | 14.4% | $6.00万 | 加仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $47.68万 | 0.02% | 4,619 | 70 | 1.5% | $7,225 | 加仓 |
| MAGS | LISTED FUNDS TRUST ROUNDHILL MAGNIFICENT SEVEN ETF | $47.45万 | 0.02% | 7,379 | 285 | 4.0% | $1.83万 | 加仓 |
| VPU | VANGUARD UTILITIES ETF | $46.60万 | 0.02% | 2,381 | 13 | 0.5% | $2,544 | 加仓 |
| FOCT | FT Vest US Equity Buffer ETF October | $46.39万 | 0.02% | 8,872 | -361 | -3.9% | -$1.89万 | 减仓 |
| FTA | FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | $46.29万 | 0.02% | 4,782 | -31 | -0.6% | -$3,001 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $46.16万 | 0.02% | 740 | -25 | -3.3% | -$1.56万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORPORATION | $45.93万 | 0.02% | 10,762 | 4,295 | 66.4% | $18.33万 | 加仓 |
| ILMN | ILLUMINA INCORPORATED | $45.87万 | 0.02% | 2,609 | -46 | -1.7% | -$8,088 | 减仓 |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $45.79万 | 0.02% | 9,360 | 921 | 10.9% | $4.51万 | 加仓 |
| RY | ROYAL BK CDA | $45.76万 | 0.02% | 2,211 | -25 | -1.1% | -$5,174 | 减仓 |
| BCAT | BLACKROCK CAPITAL ALLOCATION TERM TRUST COMMON SHS | $45.46万 | 0.02% | 28,536 | 3,537 | 14.1% | $5.63万 | 加仓 |
| — | NUVEEN ARIZONA QLTY MNCP | $45.34万 | 0.02% | 36,300 | 11,300 | 45.2% | $14.11万 | 加仓 |
| XLC | SPDR COMMUNICATION SERVICES SELECT SECTOR FUND | $45.19万 | 0.02% | 4,218 | -319 | -7.0% | -$3.42万 | 减仓 |
| RL | RALPH LAUREN CORPORATION CLASS A | $45.06万 | 0.02% | 1,123 | -13 | -1.1% | -$5,216 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $45.05万 | 0.02% | 5,873 | 1,240 | 26.8% | $9.51万 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $44.99万 | 0.02% | 8,534 | -1,962 | -18.7% | -$10.34万 | 减仓 |
| EXPD | EXPEDITORS INTERNATIONAL WASH INCORPORATED | $44.97万 | 0.02% | 2,759 | 43 | 1.6% | $7,008 | 加仓 |
| DASH | DOORDASH INCORPORATED CLASS A | $44.73万 | 0.02% | 2,424 | 126 | 5.5% | $2.33万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INCORPORATED | $44.71万 | 0.02% | 3,288 | -83 | -2.5% | -$1.13万 | 减仓 |
| GMAY | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY | $44.46万 | 0.02% | 10,329 | -162 | -1.5% | -$6,972 | 减仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $44.44万 | 0.02% | 2,027 | 130 | 6.9% | $2.85万 | 加仓 |
| IHE | ISHARES TR U.S. PHARMA ETF | $44.37万 | 0.02% | 4,481 | 83 | 1.9% | $8,218 | 加仓 |
| CLOI | VANECK CLO ETF | $44.08万 | 0.02% | 8,325 | 8,325 | — | $44.08万 | 新建仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP CLASS A ORDINARY SHARES | $44.02万 | 0.02% | 27,737 | 27,737 | — | $44.02万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INCORPORATED COM NEW REIT | $43.99万 | 0.02% | 19,673 | 326 | 1.7% | $7,289 | 加仓 |
| DOW | DOW INCORPORATED | $43.85万 | 0.02% | 16,028 | 6,539 | 68.9% | $17.89万 | 加仓 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $43.12万 | 0.02% | 16,699 | 16,699 | — | $43.12万 | 新建仓 |
| CALI | ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF | $43.02万 | 0.02% | 8,514 | 8,514 | — | $43.02万 | 新建仓 |
| LITE | LUMENTUM HLDGS INCORPORATED | $42.99万 | 0.02% | 501 | 136 | 37.3% | $11.67万 | 加仓 |
| AMBQ | AMBIQ MICRO INCORPORATED COMMON STOCK | $42.83万 | 0.02% | 4,850 | 4,850 | — | $42.83万 | 新建仓 |
| AMP | AMERIPRISE FINL INCORPORATED | $42.66万 | 0.02% | 930 | 9 | 1.0% | $4,129 | 加仓 |
| SPXL | DIREXION DAILY S&P 500 BULL 3X ETF | $42.66万 | 0.02% | 1,576 | -874 | -35.7% | -$23.66万 | 减仓 |
| BUYW | MAIN BUYWRITE ETF | $42.66万 | 0.02% | 29,520 | 244 | 0.8% | $3,526 | 加仓 |
| JAJL | INNOVATOR EQUITY DEFINED PROTECTION ETF 6 MO JAN/JUL | $42.43万 | 0.02% | 14,186 | 0 | 0.0% | — | 不变 |
| OUNZ | VANECK MERK GOLD ETF | $42.41万 | 0.02% | 10,990 | 695 | 6.8% | $2.68万 | 加仓 |
| FJUL | FT VEST U.S. EQUITY BUFFER ETF - JULY | $42.20万 | 0.02% | 7,088 | -5,163 | -42.1% | -$30.74万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INCORPORATED | $42.20万 | 0.02% | 2,168 | -15 | -0.7% | -$2,920 | 减仓 |
| — | FT VEST INTRNL EQT MDRT BFR ETF | $41.91万 | 0.02% | 15,638 | -817 | -5.0% | -$2.19万 | 减仓 |
| URI | UNITED RENTALS INCORPORATED | $41.24万 | 0.02% | 364 | 54 | 17.4% | $6.12万 | 加仓 |
| AEM | AGNICO EAGLE MINES LIMITED | $41.23万 | 0.02% | 2,658 | 41 | 1.6% | $6,360 | 加仓 |
| TOL | TOLL BROTHERS INCORPORATED | $41.15万 | 0.02% | 2,498 | -334 | -11.8% | -$5.50万 | 减仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $41.12万 | 0.02% | 4,185 | 1,928 | 85.4% | $18.94万 | 加仓 |
| KMI | KINDER MORGAN INCORPORATED DEL | $41.00万 | 0.02% | 12,824 | 645 | 5.3% | $2.06万 | 加仓 |
| USRT | ISHARES TR CRE U S REIT ETF | $40.82万 | 0.02% | 6,144 | 31 | 0.5% | $2,060 | 加仓 |
| POWR | ISHARES INC ISHARES U S POWER INFRASTRUCTURE ETF | $40.82万 | 0.02% | 14,600 | 14,600 | — | $40.82万 | 新建仓 |
| MTBA | SIMPLIFY MBS ETF | $40.67万 | 0.02% | 8,288 | 250 | 3.1% | $1.23万 | 加仓 |
| — | INNOVATOR INTL DEVELOPED PWR BUFFER ETF FEBRUARY | $40.62万 | 0.02% | 12,987 | -161 | -1.2% | -$5,036 | 减仓 |
| TWLO | TWILIO INCORPORATED CLASS A | $40.54万 | 0.02% | 1,965 | 163 | 9.0% | $3.36万 | 加仓 |
| PFF | ISHARES TR PFD AND INCM SEC | $40.40万 | 0.02% | 13,251 | -453 | -3.3% | -$1.38万 | 减仓 |
| SNPS | SYNOPSYS INCORPORATED | $40.37万 | 0.02% | 905 | -115 | -11.3% | -$5.13万 | 减仓 |
| GAB | GABELLI EQUITY TR INCORPORATED | $40.37万 | 0.02% | 71,321 | 3,300 | 4.9% | $1.87万 | 加仓 |
| LMUB | ISHARES LONG-TERM NATIONAL MUNI BD ETF | $40.36万 | 0.02% | 7,879 | 1,560 | 24.7% | $7.99万 | 加仓 |
| RPC | P10 INCORPORATED COM CLASS A | $40.35万 | 0.02% | 51,270 | 0 | 0.0% | — | 不变 |
| — | FT Vest U.S. Small Cap Moderate Buffer ETF - November | $40.10万 | 0.02% | 14,799 | -1,450 | -8.9% | -$3.93万 | 减仓 |
| FFEB | FIRST TR EXCHANGE TRADED FD VIII FT VEST US EQUITY BUFFER ETF FEB | $40.02万 | 0.02% | 6,563 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD CORPORATION | $39.67万 | 0.02% | 1,119 | -4 | -0.4% | -$1,418 | 减仓 |
| CGAU | CENTERRA GOLD INC F | $39.66万 | 0.02% | 25,009 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INCORPORATED | $39.50万 | 0.02% | 7,417 | -1,465 | -16.5% | -$7.80万 | 减仓 |
| KDP | KEURIG DR PEPPER INCORPORATED | $39.48万 | 0.02% | 12,061 | 4,116 | 51.8% | $13.47万 | 加仓 |
| XSW | SPDR S&P SOFTWARE SERVICES ETF | $39.45万 | 0.02% | 2,296 | -64 | -2.7% | -$1.10万 | 减仓 |
| GLXY | GALAXY DIGITAL INC CLASS A COMMON STOCK | $39.43万 | 0.02% | 14,422 | 14,422 | — | $39.43万 | 新建仓 |
| — | FRANKLIN PENNSYLVANIA MUNICIPAL INCOME ETF | $39.28万 | 0.02% | 44,842 | 44,842 | — | $39.28万 | 新建仓 |
| — | PGIM S&P 500 BUFFER 20 ETF - MARCH | $39.10万 | 0.02% | 12,182 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM TR ET | $38.94万 | 0.02% | 30,517 | 1,305 | 4.5% | $1.67万 | 加仓 |
| CFR | CULLEN FROST BANKERS INCORPORATED | $38.94万 | 0.02% | 2,520 | -8 | -0.3% | -$1,236 | 减仓 |
| ICOW | PACER DEVELOPED MARKETS INTL CASH COWS 100 ETF | $38.91万 | 0.02% | 9,347 | 1,695 | 22.2% | $7.06万 | 加仓 |
| IWB | ISHARES TR RUS 1000 ETF | $38.84万 | 0.02% | 948 | -98 | -9.4% | -$4.01万 | 减仓 |
| INFQ | INFLEQTION INCORPORATED COM SHS | $38.77万 | 0.02% | 29,110 | 29,110 | — | $38.77万 | 新建仓 |
| MBB | ISHARES TR MBS ETF | $38.54万 | 0.02% | 4,077 | -842 | -17.1% | -$7.96万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES INCORPORATED | $38.24万 | 0.02% | 1,131 | 2 | 0.2% | $676 | 加仓 |
| EME | EMCOR GROUP INCORPORATED | $38.19万 | 0.02% | 460 | 24 | 5.5% | $1.99万 | 加仓 |
| FLNC | FLUENCE ENERGY INCORPORATED COM CLASS A | $37.84万 | 0.02% | 19,032 | 19,032 | — | $37.84万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $37.78万 | 0.02% | 6,703 | -102 | -1.5% | -$5,750 | 减仓 |
| AKRE | PROFESSIONALLY MANAGED PORTFOLIOS AKRE FOCUS ETF | $37.70万 | 0.02% | 7,087 | -1,879 | -21.0% | -$9.99万 | 减仓 |
| PRU | PRUDENTIAL FINL INCORPORATED | $37.54万 | 0.02% | 3,479 | 404 | 13.1% | $4.36万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR APRIL | $37.32万 | 0.02% | 14,008 | -164 | -1.2% | -$4,369 | 减仓 |
| AXON | AXON ENTERPRISE INCORPORATED | $37.17万 | 0.01% | 663 | 82 | 14.1% | $4.60万 | 加仓 |
| FMAR | FIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQUITY BUFFER ETF MARCH | $37.12万 | 0.01% | 7,103 | 0 | 0.0% | — | 不变 |