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 |
|---|---|---|---|---|---|---|---|---|
| ULTA | ULTA BEAUTY INCORPORATED | $28.32万 | 0.01% | 628 | 20 | 3.3% | $9,020 | 加仓 |
| TIGO | MILLICOM INTERNATIONAL CELLULAR S A COM STK | $28.29万 | 0.01% | 3,117 | -2,692 | -46.3% | -$24.43万 | 重新持有 |
| CCL | CARNIVAL CORPORATION LIMITED COMMON SHARES | $28.28万 | 0.01% | 9,899 | 9,899 | — | $28.28万 | 新建仓 |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $28.25万 | 0.01% | 4,122 | -53 | -1.3% | -$3,633 | 减仓 |
| — | BITWISE PROFICIO CURRENCY DEBASEMENT ETF | $28.25万 | 0.01% | 14,930 | -6,900 | -31.6% | -$13.05万 | 减仓 |
| BCE | BCE INCORPORATED COM NEW | $28.07万 | 0.01% | 13,050 | 500 | 4.0% | $1.08万 | 加仓 |
| DAVE | DAVE INC CLASS A | $27.94万 | 0.01% | 750 | 750 | — | $27.94万 | 新建仓 |
| NNE | NANO NUCLEAR ENERGY INC COMMON STOCK | $27.91万 | 0.01% | 13,204 | 748 | 6.0% | $1.58万 | 加仓 |
| GSAT | GLOBALSTAR INCORPORATED COM NEW | $27.85万 | 0.01% | 3,426 | -650 | -15.9% | -$5.28万 | 减仓 |
| ITRN | ITURAN LOCATION AND CONTROL SHS | $27.75万 | 0.01% | 4,549 | 4,549 | — | $27.75万 | 新建仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $27.75万 | 0.01% | 5,812 | 5,812 | — | $27.75万 | 新建仓 |
| AWK | AMERICAN WTR WKS COMPANY INCORPORATED NEW | $27.71万 | 0.01% | 2,106 | 482 | 29.7% | $6.34万 | 重新持有 |
| MNST | MONSTER BEVERAGE CORPORATION NEW | $27.69万 | 0.01% | 2,881 | -71 | -2.4% | -$6,825 | 减仓 |
| EFAV | ISHARES TR MSCI EAFE MIN VL | $27.63万 | 0.01% | 3,151 | -191 | -5.7% | -$1.68万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXCHANGE TRADED FD TR VAR RATE INVT GRADE ETF | $27.53万 | 0.01% | 10,980 | 10,980 | — | $27.53万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK | $27.47万 | 0.01% | 4,291 | 142 | 3.4% | $9,090 | 加仓 |
| PSC | PRINCIPAL EXCHANGE-TRADED FDS PRIN U S SMALL-CAP | $27.44万 | 0.01% | 3,913 | 3,913 | — | $27.44万 | 新建仓 |
| HRL | HORMEL FOODS CORPORATION | $27.40万 | 0.01% | 11,040 | -756 | -6.4% | -$1.88万 | 减仓 |
| NEM | NEWMONT CORPORATION | $27.34万 | 0.01% | 2,927 | 594 | 25.5% | $5.55万 | 加仓 |
| RPM | RPM INTERNATIONAL INCORPORATED | $27.33万 | 0.01% | 2,459 | 2,459 | — | $27.33万 | 新建仓 |
| SAP | SAP SE SPON ADR | $27.20万 | 0.01% | 1,765 | 29 | 1.7% | $4,469 | 加仓 |
| CVCO | CAVCO INDUSTRIES INCORPORATED DEL | $27.16万 | 0.01% | 442 | -7 | -1.6% | -$4,301 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORPORATION | $27.14万 | 0.01% | 440 | 440 | — | $27.14万 | 新建仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | $27.02万 | 0.01% | 5,379 | 332 | 6.6% | $1.67万 | 加仓 |
| DHI | D R HORTON INCORPORATED | $26.95万 | 0.01% | 1,655 | 1,655 | — | $26.95万 | 新建仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $26.93万 | 0.01% | 2,887 | -124 | -4.1% | -$1.16万 | 减仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $26.85万 | 0.01% | 5,330 | -232 | -4.2% | -$1.17万 | 减仓 |
| KHPI | KENSINGTON HEDGED PREM INC ETF | $26.82万 | 0.01% | 10,388 | -2,149 | -17.1% | -$5.55万 | 减仓 |
| GRAL | GRAIL INCORPORATED | $26.79万 | 0.01% | 3,924 | -58 | -1.5% | -$3,960 | 减仓 |
| CAVA | CAVA GROUP INCORPORATED | $26.77万 | 0.01% | 3,411 | -125 | -3.5% | -$9,810 | 减仓 |
| HE | HAWAIIAN ELEC INDUSTRIES | $26.65万 | 0.01% | 19,694 | 65 | 0.3% | $879 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR | $26.57万 | 0.01% | 19,209 | 19,209 | — | $26.57万 | 新建仓 |
| PRN | INVESCO DWA INDUSTRIALS MOMENTUM ETF | $26.48万 | 0.01% | 1,016 | -100 | -9.0% | -$2.61万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INCORPORATED | $26.28万 | 0.01% | 2,605 | -9 | -0.3% | -$908 | 减仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE | $26.20万 | 0.01% | 9,562 | 700 | 7.9% | $1.92万 | 加仓 |
| MFA | MFA FINL INCORPORATED REIT | $26.16万 | 0.01% | 27,000 | 3,000 | 12.5% | $2.91万 | 加仓 |
| CFG | CITIZENS FINL GROUP INCORPORATED | $26.09万 | 0.01% | 3,723 | 188 | 5.3% | $1.32万 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B | $26.07万 | 0.01% | 3,521 | 3,521 | — | $26.07万 | 新建仓 |
| FDXF | FEDEX FGHT HLDG COMPANY INCORPORATED COMMON STOCK | $26.03万 | 0.01% | 1,724 | 1,724 | — | $26.03万 | 新建仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $25.90万 | 0.01% | 3,446 | -763 | -18.1% | -$5.74万 | 减仓 |
| URA | GLOBAL X URANIUM ETF | $25.87万 | 0.01% | 5,921 | 929 | 18.6% | $4.06万 | 加仓 |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $25.85万 | 0.01% | 11,644 | 0 | 0.0% | — | 不变 |
| TRFK | PACER DATA AND DIGITAL RVLTN ETF | $25.83万 | 0.01% | 2,421 | -2,823 | -53.8% | -$30.12万 | 重新持有 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $25.78万 | 0.01% | 2,203 | 7 | 0.3% | $819 | 加仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $25.77万 | 0.01% | 7,042 | 7,042 | — | $25.77万 | 新建仓 |
| QDEC | FT VEST NASDAQ-100 BUFFER ETF - DECEMBER | $25.75万 | 0.01% | 7,232 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $25.70万 | 0.01% | 3,314 | 231 | 7.5% | $1.79万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INCORPORATED | $25.66万 | 0.01% | 733 | 733 | — | $25.66万 | 新建仓 |
| CAPE | DOUBLELINE ETF TR SHILLER CAPE U S EQUITIES ETF | $25.63万 | 0.01% | 7,900 | -1,800 | -18.6% | -$5.84万 | 减仓 |
| GL | GLOBE LIFE INCORPORATED | $25.60万 | 0.01% | 1,433 | 1,433 | — | $25.60万 | 新建仓 |
| UL | UNILEVER PLC SPON ADR NEW | $25.56万 | 0.01% | 4,251 | 155 | 3.8% | $9,318 | 加仓 |
| PWV | INVESCO LARGE CAP VALUE ETF | $25.52万 | 0.01% | 3,367 | -169 | -4.8% | -$1.28万 | 减仓 |
| ROST | ROSS STORES INCORPORATED | $25.40万 | 0.01% | 1,193 | -4 | -0.3% | -$852 | 减仓 |
| MLRG | ISHARES TRUST ISHARES MORNINGSTAR U S EQUITY ETF | $25.40万 | 0.01% | 2,450 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $25.35万 | 0.01% | 4,299 | -139 | -3.1% | -$8,198 | 减仓 |
| PSA | PUBLIC STORAGE OPER COMPANY REIT | $25.34万 | 0.01% | 796 | 16 | 2.1% | $5,094 | 加仓 |
| IDA | IDACORP INCORPORATED | $25.30万 | 0.01% | 1,672 | 19 | 1.1% | $2,875 | 加仓 |
| ZION | ZIONS BANCORPORATION N A | $25.24万 | 0.01% | 3,648 | 31 | 0.9% | $2,145 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $25.08万 | 0.01% | 4,200 | -387 | -8.4% | -$2.31万 | 减仓 |
| VLUE | ISHARES TR MSCI USA VALUE | $25.04万 | 0.01% | 1,253 | -203 | -13.9% | -$4.06万 | 减仓 |
| MET | METLIFE INCORPORATED | $25.02万 | 0.01% | 2,957 | -29 | -1.0% | -$2,454 | 减仓 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $24.91万 | 0.01% | 3,381 | 203 | 6.4% | $1.50万 | 加仓 |
| RYLD | GLOBAL X RUSSELL 2000 COVERED CALL ETF | $24.90万 | 0.01% | 15,573 | 2,952 | 23.4% | $4.72万 | 加仓 |
| CL | COLGATE PALMOLIVE COMPANY | $24.89万 | 0.01% | 2,714 | 2,714 | — | $24.89万 | 新建仓 |
| TRP | TC ENERGY CORPORATION | $24.86万 | 0.01% | 3,750 | -31 | -0.8% | -$2,055 | 减仓 |
| SUSL | ISHARES TRUST ISHARES ESG MSCI USA LEADERS ETF | $24.72万 | 0.01% | 1,862 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INCORPORATED | $24.72万 | 0.01% | 2,008 | -148 | -6.9% | -$1.82万 | 减仓 |
| FEP | FIRST TRUST EUROPE ALPHADEX ETF | $24.71万 | 0.01% | 4,332 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORPORATION | $24.66万 | 0.01% | 3,300 | 1 | 0.0% | $75 | 加仓 |
| IWY | ISHARES TR RUS TP200 GR ETF | $24.62万 | 0.01% | 847 | -9 | -1.1% | -$2,616 | 减仓 |
| FE | FIRSTENERGY CORPORATION | $24.52万 | 0.01% | 5,157 | 22 | 0.4% | $1,046 | 加仓 |
| HAL | HALLIBURTON COMPANY | $24.40万 | 0.01% | 7,187 | 733 | 11.4% | $2.49万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $24.35万 | 0.01% | 2,670 | 482 | 22.0% | $4.39万 | 加仓 |
| ENVA | ENOVA INTERNATIONAL INCORPORATED | $24.31万 | 0.01% | 1,010 | 1,010 | — | $24.31万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $24.24万 | 0.01% | 14,517 | 231 | 1.6% | $3,858 | 加仓 |
| — | BELPOINTE PREP LLC CLASS A | $24.17万 | 0.01% | 5,337 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORPORATION CLASS A COM | $24.14万 | 0.01% | 13,114 | -788 | -5.7% | -$1.45万 | 减仓 |
| FLXR | TCW FLEXIBLE INCOME ETF | $24.08万 | 0.01% | 6,140 | 459 | 8.1% | $1.80万 | 加仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $24.06万 | 0.01% | 5,699 | 5,699 | — | $24.06万 | 新建仓 |
| SONY | SONY GROUP CORPORATION SPONSORED ADR | $24.02万 | 0.01% | 11,975 | 798 | 7.1% | $1.60万 | 加仓 |
| AMPL | AMPLITUDE INC CLASS A COMMON STOCK | $24.00万 | 0.01% | 31,378 | 31,378 | — | $24.00万 | 新建仓 |
| LNT | ALLIANT ENERGY CORPORATION | $23.92万 | 0.01% | 3,135 | 142 | 4.7% | $1.08万 | 加仓 |
| KGS | KODIAK GAS SVCS INCORPORATED | $23.84万 | 0.01% | 3,173 | 3,173 | — | $23.84万 | 新建仓 |
| CLX | CLOROX COMPANY DEL | $23.81万 | 0.01% | 2,495 | -497 | -16.6% | -$4.74万 | 减仓 |
| SITM | SITIME CORP | $23.71万 | 0.01% | 318 | 318 | — | $23.71万 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY I | $23.70万 | 0.01% | 4,406 | 4,406 | — | $23.70万 | 新建仓 |
| DDOG | DATADOG INCORPORATED CLASS A COM | $23.67万 | 0.01% | 909 | 909 | — | $23.67万 | 新建仓 |
| MSMR | MCELHENNY SHEFFIELD MANAGED RISK ETF | $23.65万 | 0.01% | 6,725 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COMPANIES INCORPORATED COM CLASS A | $23.58万 | 0.01% | 14,972 | -5,884 | -28.2% | -$9.27万 | 减仓 |
| QLD | PROSHARES ULTRA QQQ ETF | $23.45万 | 0.01% | 2,424 | 2,424 | — | $23.45万 | 新建仓 |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $23.41万 | 0.01% | 1,674 | -2 | -0.1% | -$280 | 减仓 |
| EWL | ISHARES MSCI SWITZERLAND ETF | $23.37万 | 0.01% | 3,719 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORPORATION | $23.37万 | 0.01% | 2,294 | -10 | -0.4% | -$1,019 | 减仓 |
| MDLZ | MONDELEZ INTERNATIONAL INCORPORATED CLASS A | $23.33万 | 0.01% | 4,034 | -151 | -3.6% | -$8,733 | 减仓 |
| SSB | SOUTHSTATE BANK CORPORATION | $23.32万 | 0.01% | 2,334 | -16 | -0.7% | -$1,598 | 减仓 |
| GLDM | SPDR GOLD MINISHARES ETV | $23.26万 | 0.01% | 2,929 | -82 | -2.7% | -$6,512 | 减仓 |
| SMR | NUSCALE PWR CORPORATION CLASS A COM | $23.21万 | 0.01% | 23,138 | -1,275 | -5.2% | -$1.28万 | 减仓 |
| WEC | WEC ENERGY GROUP INCORPORATED | $23.19万 | 0.01% | 1,986 | -82 | -4.0% | -$9,576 | 减仓 |
| FANG | DIAMONDBACK ENERGY INCORPORATED | $23.16万 | 0.01% | 1,318 | -28 | -2.1% | -$4,921 | 减仓 |
| DWLD | DAVIS SELECT WORLDWIDE ETF | $23.08万 | 0.01% | 4,991 | 0 | 0.0% | — | 不变 |