Keystone Wealth Services, LLC
PALM DESERT CA · SEC CIK 0001866189
$5.39亿2026Q2 申报市值
327持仓数
27.2%前十大占比 · 第一大 5.8%
35 / 8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
PSI 加仓+$205.66万
CGBL 加仓+$178.48万
BUFQ 加仓+$156.30万
QQQM 加仓+$119.61万
FBCG 加仓+$102.30万
2026Q2 卖出最多 按季末市值估算
STX 减仓-$245.70万
JCPB 减仓-$199.30万
BINC 清仓-$160.45万
BUFD 清仓-$135.81万
BUFZ 清仓-$123.54万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,098.30万 | 5.75% | 41,372 | 263 | 0.6% | $19.70万 | 加仓 |
| AAPL | APPLE INC | $2,183.59万 | 4.05% | 75,463 | 393 | 0.5% | $11.37万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,656.23万 | 3.08% | 22,491 | 426 | 1.9% | $31.37万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,527.20万 | 2.84% | 76,326 | 1,613 | 2.2% | $32.27万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,166.05万 | 2.16% | 15,615 | -395 | -2.5% | -$29.50万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,078.13万 | 2.00% | 11,172 | -2,546 | -18.6% | -$245.70万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $1,058.18万 | 1.96% | 176,510 | -843 | -0.5% | -$5.05万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $991.95万 | 1.84% | 159,708 | 16,470 | 11.5% | $102.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $961.54万 | 1.79% | 25,777 | 366 | 1.4% | $13.65万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $933.38万 | 1.73% | 166,081 | -427 | -0.3% | -$2.40万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $917.99万 | 1.70% | 13,366 | 697 | 5.5% | $47.87万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $831.70万 | 1.54% | 182,832 | 4,935 | 2.8% | $22.45万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $717.93万 | 1.33% | 7,675 | -84 | -1.1% | -$7.86万 | 减仓 |
| CVX | CHEVRON CORPORATION | $688.34万 | 1.28% | 41,526 | -103 | -0.2% | -$1.71万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $667.16万 | 1.24% | 98,098 | 2,473 | 2.6% | $16.82万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $633.84万 | 1.18% | 10,911 | 478 | 4.6% | $27.77万 | 加仓 |
| — | EXXON MOBIL CORP | $614.54万 | 1.14% | 44,949 | 56 | 0.1% | $7,656 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $573.12万 | 1.06% | 109,667 | 2,665 | 2.5% | $13.93万 | 加仓 |
| COP | CONOCOPHILLIPS | $562.56万 | 1.04% | 54,113 | 6 | 0.0% | $624 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $546.30万 | 1.01% | 149,548 | 22,983 | 18.2% | $83.96万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $536.91万 | 1.00% | 22,691 | 629 | 2.9% | $14.88万 | 加仓 |
| AMZN | AMAZON COM INC | $525.50万 | 0.98% | 22,048 | 1,343 | 6.5% | $32.01万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $514.90万 | 0.96% | 93,482 | -800 | -0.8% | -$4.41万 | 减仓 |
| ESGU | ISHARES TR | $496.69万 | 0.92% | 30,347 | -211 | -0.7% | -$3.45万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $472.48万 | 0.88% | 108,343 | 5,092 | 4.9% | $22.21万 | 加仓 |
| IVW | ISHARES TR | $471.93万 | 0.88% | 34,315 | 1,922 | 5.9% | $26.43万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $443.71万 | 0.82% | 14,645 | 3,948 | 36.9% | $119.61万 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $438.72万 | 0.81% | 53,922 | 2,180 | 4.2% | $17.74万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $422.67万 | 0.78% | 3,662 | 90 | 2.5% | $10.39万 | 加仓 |
| IGEB | ISHARES TR | $412.20万 | 0.77% | 91,376 | 4,772 | 5.5% | $21.53万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $403.46万 | 0.75% | 76,471 | 5,086 | 7.1% | $26.83万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $403.10万 | 0.75% | 66,104 | -307 | -0.5% | -$1.87万 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $363.23万 | 0.67% | 61,006 | -5,205 | -7.9% | -$30.99万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $360.06万 | 0.67% | 94,853 | 47,018 | 98.3% | $178.48万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $354.82万 | 0.66% | 153,401 | 13,566 | 9.7% | $31.38万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $343.60万 | 0.64% | 87,497 | 39,801 | 83.4% | $156.30万 | 加仓 |
| QUAL | ISHARES TR | $340.67万 | 0.63% | 15,525 | -211 | -1.3% | -$4.63万 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $321.40万 | 0.60% | 59,007 | -3,320 | -5.3% | -$18.08万 | 减仓 |
| VGUS | VANGUARD INSTL INDEX FD | $321.37万 | 0.60% | 42,476 | -4,059 | -8.7% | -$30.71万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $304.44万 | 0.57% | 30,880 | -3,241 | -9.5% | -$31.95万 | 减仓 |
| IYW | ISHARES TR | $302.27万 | 0.56% | 11,984 | 33 | 0.3% | $8,324 | 加仓 |
| WFC | WELLS FARGO & CO | $300.31万 | 0.56% | 36,339 | -144 | -0.4% | -$1.19万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $295.24万 | 0.55% | 15,719 | 10,950 | 229.6% | $205.66万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $292.26万 | 0.54% | 53,052 | -1,220 | -2.2% | -$6.72万 | 减仓 |
| TSLA | TESLA INC | $291.98万 | 0.54% | 6,942 | -62 | -0.9% | -$2.61万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $286.81万 | 0.53% | 50,759 | -551 | -1.1% | -$3.11万 | 减仓 |
| GOOGL | ALPHABET INC | $284.53万 | 0.53% | 7,962 | 729 | 10.1% | $26.05万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $282.28万 | 0.52% | 20,181 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $276.17万 | 0.51% | 8,437 | 270 | 3.3% | $8.84万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $274.26万 | 0.51% | 60,091 | -3,742 | -5.9% | -$17.08万 | 减仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $273.76万 | 0.51% | 78,575 | -313 | -0.4% | -$1.09万 | 减仓 |
| PSX | PHILLIPS 66 | $270.75万 | 0.50% | 16,016 | 196 | 1.2% | $3.31万 | 加仓 |
| IEMG | ISHARES INC | $266.89万 | 0.50% | 32,217 | 1,472 | 4.8% | $12.19万 | 加仓 |
| NET | CLOUDFLARE INC | $265.96万 | 0.49% | 10,843 | 1,389 | 14.7% | $34.07万 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $260.19万 | 0.48% | 44,484 | -983 | -2.2% | -$5.75万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $255.31万 | 0.47% | 5,198 | -17 | -0.3% | -$8,350 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $252.56万 | 0.47% | 5,047 | -63 | -1.2% | -$3.15万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $241.65万 | 0.45% | 54,488 | -4,902 | -8.3% | -$21.74万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $236.11万 | 0.44% | 44,786 | 4,613 | 11.5% | $24.32万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $223.61万 | 0.42% | 37,436 | -985 | -2.6% | -$5.88万 | 减仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $223.58万 | 0.42% | 66,175 | 1,433 | 2.2% | $4.84万 | 加仓 |
| EFG | ISHARES TR | $218.23万 | 0.41% | 17,540 | 553 | 3.3% | $6.88万 | 加仓 |
| IGV | ISHARES TR | $210.42万 | 0.39% | 23,225 | -55 | -0.2% | -$4,983 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $206.95万 | 0.38% | 10,680 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $204.87万 | 0.38% | 25,274 | -1,873 | -6.9% | -$15.18万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $199.75万 | 0.37% | 9,388 | -285 | -2.9% | -$6.06万 | 减仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $198.96万 | 0.37% | 84,996 | 42,354 | 99.3% | $99.14万 | 加仓 |
| IWM | ISHARES TR | $197.49万 | 0.37% | 6,573 | 41 | 0.6% | $1.23万 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $180.18万 | 0.33% | 38,550 | 2,338 | 6.5% | $10.93万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $179.06万 | 0.33% | 8,216 | -417 | -4.8% | -$9.09万 | 减仓 |
| CAT | CATERPILLAR INC | $175.58万 | 0.33% | 1,649 | 388 | 30.8% | $41.31万 | 加仓 |
| MUB | ISHARES TR | $174.32万 | 0.32% | 16,198 | -369 | -2.2% | -$3.97万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $173.30万 | 0.32% | 19,720 | 316 | 1.6% | $2.78万 | 加仓 |
| ICVT | ISHARES TR | $172.64万 | 0.32% | 14,181 | 543 | 4.0% | $6.61万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $171.14万 | 0.32% | 12,703 | -2,851 | -18.3% | -$38.41万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $169.07万 | 0.31% | 25,026 | 149 | 0.6% | $1.01万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $166.32万 | 0.31% | 45,706 | 551 | 1.2% | $2.01万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $166.10万 | 0.31% | 32,896 | 730 | 2.3% | $3.69万 | 加仓 |
| IWD | ISHARES TR | $165.72万 | 0.31% | 6,836 | -520 | -7.1% | -$12.61万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $165.00万 | 0.31% | 35,831 | -2,849 | -7.4% | -$13.12万 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $164.64万 | 0.31% | 37,215 | 0 | 0.0% | — | 不变 |
| PMAR | INNOVATOR ETFS TRUST | $163.31万 | 0.30% | 34,187 | -100 | -0.3% | -$4,777 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $162.27万 | 0.30% | 22,105 | -157 | -0.7% | -$1.15万 | 减仓 |
| SBUX | STARBUCKS CORP | $159.50万 | 0.30% | 15,609 | -35 | -0.2% | -$3,577 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $158.42万 | 0.29% | 31,440 | 498 | 1.6% | $2.51万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $153.04万 | 0.28% | 31,355 | -805 | -2.5% | -$3.93万 | 减仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $153.02万 | 0.28% | 42,970 | -2,693 | -5.9% | -$9.59万 | 减仓 |
| AVGO | BROADCOM INC | $150.79万 | 0.28% | 3,992 | 119 | 3.1% | $4.49万 | 加仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $150.75万 | 0.28% | 40,485 | 5,550 | 15.9% | $20.67万 | 加仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $148.58万 | 0.28% | 36,071 | -500 | -1.4% | -$2.06万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $148.25万 | 0.28% | 4,006 | 7 | 0.2% | $2,590 | 加仓 |
| INTC | INTEL CORP | $144.19万 | 0.27% | 10,327 | 5,118 | 98.3% | $71.46万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $142.93万 | 0.27% | 12,251 | 1,278 | 11.6% | $14.91万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $138.47万 | 0.26% | 22,615 | -233 | -1.0% | -$1.43万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $135.99万 | 0.25% | 14,479 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $135.93万 | 0.25% | 9,408 | 2 | 0.0% | $289 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $135.84万 | 0.25% | 22,103 | -1,829 | -7.6% | -$11.24万 | 减仓 |
| META | META PLATFORMS INC | $134.68万 | 0.25% | 2,391 | 35 | 1.5% | $1.97万 | 加仓 |
| TOPT | ISHARES TR | $131.70万 | 0.24% | 40,005 | 1,634 | 4.3% | $5.38万 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $130.93万 | 0.24% | 29,738 | -3,500 | -10.5% | -$15.41万 | 减仓 |