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 |
|---|---|---|---|---|---|---|---|---|
| PBT | PERMIAN BASIN RTY TR UNIT BEN INT | $36.99万 | 0.01% | 14,774 | 2,335 | 18.8% | $5.85万 | 加仓 |
| ATO | ATMOS ENERGY CORPORATION | $36.89万 | 0.01% | 2,141 | 293 | 15.9% | $5.05万 | 加仓 |
| ADBE | ADOBE INCORPORATED | $36.49万 | 0.01% | 1,780 | -822 | -31.6% | -$16.85万 | 减仓 |
| SRLN | SPDR BLACKSTONE SENIOR LOAN ETF | $36.42万 | 0.01% | 9,038 | 18 | 0.2% | $725 | 加仓 |
| CSM | PROSHARES LARGE CAP CORE PLUS | $36.32万 | 0.01% | 4,262 | 144 | 3.5% | $1.23万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INCORPORATED. | $36.28万 | 0.01% | 3,978 | 55 | 1.4% | $5,016 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $36.28万 | 0.01% | 4,657 | 1,840 | 65.3% | $14.34万 | 加仓 |
| GSL | GLOBAL SHIP LEASE INCORPORATED NEW COM CLASS A | $36.25万 | 0.01% | 9,642 | 457 | 5.0% | $1.72万 | 加仓 |
| SYM | SYMBOTIC INCORPORATED CLASS A COM | $36.25万 | 0.01% | 8,065 | 1,038 | 14.8% | $4.67万 | 加仓 |
| IWN | ISHARES TR RUS 2000 VAL ETF | $36.22万 | 0.01% | 1,637 | -48 | -2.8% | -$1.06万 | 减仓 |
| PWZ | INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | $36.14万 | 0.01% | 14,746 | 14,746 | — | $36.14万 | 新建仓 |
| GFEB | FT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARY | $36.06万 | 0.01% | 8,189 | 0 | 0.0% | — | 不变 |
| DJD | INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF | $35.82万 | 0.01% | 5,653 | 0 | 0.0% | — | 不变 |
| NUAI | NEW ERA EN & DIG | $35.69万 | 0.01% | 55,936 | 55,936 | — | $35.69万 | 新建仓 |
| DG | DOLLAR GENERAL CORPORATION NEW | $35.58万 | 0.01% | 3,091 | 460 | 17.5% | $5.29万 | 加仓 |
| NRG | NRG ENERGY INCORPORATED COM NEW | $35.44万 | 0.01% | 2,427 | 257 | 11.8% | $3.75万 | 加仓 |
| — | DIMENSIONAL ETF TRUST U S CORE EQUITY 2 ETF | $35.34万 | 0.01% | 7,966 | -51 | -0.6% | -$2,262 | 减仓 |
| FIDU | FIDELITY MSCI INDUSTRIALS INDX ETF | $35.31万 | 0.01% | 3,545 | -611 | -14.7% | -$6.09万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INCORPORATED COMMON STOCK | $35.28万 | 0.01% | 11,942 | 29 | 0.2% | $857 | 加仓 |
| FDV | FEDERATED HERMS U S STRG DIV ETF | $35.21万 | 0.01% | 11,217 | -492 | -4.2% | -$1.54万 | 减仓 |
| TGTX | TG THERAPEUTICS INCORPORATED | $35.07万 | 0.01% | 6,384 | 37 | 0.6% | $2,033 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $35.05万 | 0.01% | 1,289 | 1,289 | — | $35.05万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LIMITED SPONSORED ADS | $35.01万 | 0.01% | 3,648 | -502 | -12.1% | -$4.82万 | 减仓 |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $35.00万 | 0.01% | 1,806 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR 7-10 YR TRSY BD | $34.86万 | 0.01% | 3,686 | -391 | -9.6% | -$3.70万 | 减仓 |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $34.43万 | 0.01% | 1,585 | -7 | -0.4% | -$1,521 | 减仓 |
| KRYS | KRYSTAL BIOTECH INCORPORATED | $34.42万 | 0.01% | 926 | -464 | -33.4% | -$17.25万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADS | $34.16万 | 0.01% | 10,083 | 1,349 | 15.4% | $4.57万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORPORATION | $34.10万 | 0.01% | 3,770 | 3,770 | — | $34.10万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INCORPORATED | $34.08万 | 0.01% | 908 | -28 | -3.0% | -$1.05万 | 减仓 |
| VFQY | VANGUARD WELLINGTON FD U S QUALITY FACTOR ETF | $34.06万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $33.76万 | 0.01% | 5,234 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INCORPORATED | $33.75万 | 0.01% | 1,562 | 80 | 5.4% | $1.73万 | 加仓 |
| FDLO | FIDELITY LOW VOLATILITY FACTR ETF | $33.74万 | 0.01% | 4,938 | -446 | -8.3% | -$3.05万 | 减仓 |
| — | PROSHARES ULTRA TECHNOLOGY | $33.55万 | 0.01% | 2,162 | 2,162 | — | $33.55万 | 新建仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $33.44万 | 0.01% | 4,345 | 4,345 | — | $33.44万 | 新建仓 |
| XEL | XCEL ENERGY INCORPORATED | $33.27万 | 0.01% | 4,143 | 4,143 | — | $33.27万 | 新建仓 |
| HWM | HOWMET AEROSPACE INCORPORATED | $33.26万 | 0.01% | 1,237 | 198 | 19.1% | $5.32万 | 加仓 |
| EXC | EXELON CORPORATION | $33.22万 | 0.01% | 7,127 | -953 | -11.8% | -$4.44万 | 减仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $33.19万 | 0.01% | 5,703 | 5,703 | — | $33.19万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INCORPORATED | $33.14万 | 0.01% | 2,501 | 749 | 42.8% | $9.93万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $33.01万 | 0.01% | 719 | -39 | -5.1% | -$1.79万 | 减仓 |
| DBEU | XTRACKERS MSCI EURPE HDGD EQY ETF | $32.91万 | 0.01% | 6,100 | 1,250 | 25.8% | $6.74万 | 加仓 |
| RACE | FERRARI N V | $32.91万 | 0.01% | 884 | -17 | -1.9% | -$6,329 | 减仓 |
| — | VANECK ROBOTICS ETF | $32.80万 | 0.01% | 4,770 | 4,770 | — | $32.80万 | 新建仓 |
| JOYY | JOYY INC AMERICAN DEPOSITARY SHARES | $32.75万 | 0.01% | 4,963 | 4,963 | — | $32.75万 | 新建仓 |
| IWO | ISHARES TR RUS 2000 GRW ETF | $32.72万 | 0.01% | 831 | -83 | -9.1% | -$3.27万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERWRI | $32.61万 | 0.01% | 17,495 | 1,200 | 7.4% | $2.24万 | 加仓 |
| SHW | SHERWIN WILLIAMS COMPANY | $32.37万 | 0.01% | 940 | -42 | -4.3% | -$1.45万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS INCORPORATED | $32.25万 | 0.01% | 2,355 | 2,355 | — | $32.25万 | 新建仓 |
| AOA | ISHARES TR CORE 80 20 ETF | $32.10万 | 0.01% | 3,289 | 87 | 2.7% | $8,492 | 加仓 |
| ICVT | ISHARES TR CONV BD ETF | $31.90万 | 0.01% | 2,621 | -54 | -2.0% | -$6,573 | 减仓 |
| GSLC | GOLDMAN SACHS ACTVBETA US LRG ETF | $31.85万 | 0.01% | 2,244 | 2,244 | — | $31.85万 | 新建仓 |
| KGC | KINROSS GOLD CORPORATION | $31.63万 | 0.01% | 13,392 | 173 | 1.3% | $4,086 | 加仓 |
| — | GAMCO NAT RES GOLD & INCOME TR SH BEN INT | $31.62万 | 0.01% | 38,800 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORPORATION NEW CLASS A | $31.61万 | 0.01% | 12,876 | -30,551 | -70.4% | -$75.01万 | 减仓 |
| SPAB | SPDR SERIES TRUST SPDR PORTFOLIO AGGREGATE BOND ETF | $31.58万 | 0.01% | 12,376 | 144 | 1.2% | $3,675 | 加仓 |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUND | $31.49万 | 0.01% | 2,152 | 50 | 2.4% | $7,317 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORPORATION DEL | $31.32万 | 0.01% | 578 | 4 | 0.7% | $2,167 | 加仓 |
| — | STATE STREET SPDR S&P KENSHO FINAL FRONTIERS ETF | $31.19万 | 0.01% | 2,611 | 2,611 | — | $31.19万 | 新建仓 |
| NTRS | NORTHERN TR CORPORATION | $31.15万 | 0.01% | 1,792 | -10 | -0.6% | -$1,738 | 减仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF | $31.01万 | 0.01% | 13,777 | -235 | -1.7% | -$5,290 | 减仓 |
| WPC | WP CAREY INCORPORATED REIT | $30.77万 | 0.01% | 4,304 | 36 | 0.8% | $2,574 | 加仓 |
| B | BARRICK MINING CORPORATION COM SHS | $30.76万 | 0.01% | 8,374 | 1,563 | 22.9% | $5.74万 | 加仓 |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $30.64万 | 0.01% | 2,979 | 2,979 | — | $30.64万 | 新建仓 |
| TLH | ISHARES TR 10-20 YR TRS ETF | $30.48万 | 0.01% | 3,037 | -1,929 | -38.8% | -$19.36万 | 减仓 |
| CQP | CHENIERE ENERGY PARTNERS LP COM UNIT | $30.48万 | 0.01% | 5,000 | 5,000 | — | $30.48万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INCORPORATED | $30.46万 | 0.01% | 16,990 | -5,836 | -25.6% | -$10.46万 | 减仓 |
| TDG | TRANSDIGM GROUP INCORPORATED | $30.37万 | 0.01% | 228 | 22 | 10.7% | $2.93万 | 加仓 |
| SCHK | SCHWAB 1000 INDEX ETF | $30.27万 | 0.01% | 8,395 | -672 | -7.4% | -$2.42万 | 减仓 |
| NTRA | NATERA INCORPORATED | $30.27万 | 0.01% | 1,115 | 1,115 | — | $30.27万 | 新建仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $30.23万 | 0.01% | 3,415 | 78 | 2.3% | $6,905 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX US ETF | $30.16万 | 0.01% | 3,963 | -93 | -2.3% | -$7,078 | 减仓 |
| IJJ | ISHARES TR S&P MC 400VL ETF | $30.11万 | 0.01% | 2,038 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETF | $30.05万 | 0.01% | 12,449 | 12,449 | — | $30.05万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INCORPORATED | $29.95万 | 0.01% | 908 | -82 | -8.3% | -$2.70万 | 减仓 |
| QEFA | SPDR INDEX SHARES FUNDS SPDR MSCI EAFE STRATEGICFACTRS ETF | $29.93万 | 0.01% | 3,117 | 1 | 0.0% | $96 | 加仓 |
| GMAR | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH | $29.90万 | 0.01% | 6,759 | -263 | -3.7% | -$1.16万 | 减仓 |
| GSIE | GOLDMAN SACHS ACTVBT INTEREQY ETF | $29.85万 | 0.01% | 6,531 | 6,531 | — | $29.85万 | 新建仓 |
| TXT | TEXTRON INCORPORATED | $29.78万 | 0.01% | 3,247 | 3,247 | — | $29.78万 | 新建仓 |
| BALT | Innovator Defined Wealth Shld ETF | $29.73万 | 0.01% | 8,676 | 8,676 | — | $29.73万 | 新建仓 |
| PKG | PACKAGING CORPORATION AMER | $29.58万 | 0.01% | 1,242 | 58 | 4.9% | $1.38万 | 加仓 |
| ACMR | ACM RESH INC CLASS CLASS A | $29.58万 | 0.01% | 2,331 | 2,331 | — | $29.58万 | 新建仓 |
| TNA | DIREXION DAILY SMALL CAP BULL 3X ETF | $29.56万 | 0.01% | 3,936 | -7,970 | -66.9% | -$59.86万 | 减仓 |
| — | PGIM S&P 500 MAX BUFFER ETF - JANUARY | $29.51万 | 0.01% | 10,767 | -45 | -0.4% | -$1,233 | 减仓 |
| XTL | SPDR SERIES TRUST S&P TELECOM | $29.50万 | 0.01% | 1,297 | 1,297 | — | $29.50万 | 新建仓 |
| ABNB | AIRBNB INCORPORATED COM CLASS A | $29.46万 | 0.01% | 2,059 | 11 | 0.5% | $1,574 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $29.44万 | 0.01% | 3,193 | -12 | -0.4% | -$1,107 | 减仓 |
| JPC | NUVEEN PREFERRED & INCOME OPPORTUNIT | $29.30万 | 0.01% | 37,182 | 0 | 0.0% | — | 不变 |
| THRO | ISHARES US THMATIC ROTATN ACT ETF | $29.14万 | 0.01% | 6,759 | -2,880 | -29.9% | -$12.42万 | 减仓 |
| XLP | SPDR CONSUMER STAPLES SELECT SECTOR FUND | $29.08万 | 0.01% | 3,501 | -95 | -2.6% | -$7,891 | 减仓 |
| RDDT | REDDIT INCORPORATED CLASS A | $29.01万 | 0.01% | 1,671 | 276 | 19.8% | $4.79万 | 重新持有 |
| EWX | SPDR S&P EMERGING MARKETS SMALL CAP ETF | $28.77万 | 0.01% | 3,872 | 51 | 1.3% | $3,790 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $28.76万 | 0.01% | 57,636 | -1,100 | -1.9% | -$5,489 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INCORPORATED | $28.52万 | 0.01% | 3,187 | 3,187 | — | $28.52万 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM MINI TR ETF SHS NEW | $28.50万 | 0.01% | 18,965 | 3,110 | 19.6% | $4.67万 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $28.47万 | 0.01% | 3,049 | 123 | 4.2% | $1.15万 | 加仓 |
| FNOV | FIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQUITY BUFFER ETF NOVEMBER | $28.46万 | 0.01% | 4,866 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORPORATION | $28.43万 | 0.01% | 758 | 758 | — | $28.43万 | 新建仓 |
| IDEV | ISHARES TR CORE MSCI INTL | $28.34万 | 0.01% | 3,184 | 6 | 0.2% | $534 | 加仓 |