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 |
|---|---|---|---|---|---|---|---|---|
| BINC | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -30,897 | -100.0% | -$160.45万 | 清仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -48,503 | -100.0% | -$135.81万 | 清仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -47,026 | -100.0% | -$123.54万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -734 | -100.0% | -$31.74万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -3,611 | -100.0% | -$25.86万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -5,259 | -100.0% | -$24.72万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -510 | -100.0% | -$21.94万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$10.17万 | 清仓 |
| — | BINAH CAP GROUP INC | $3.26万 | 0.01% | 21,200 | 21,200 | — | $3.26万 | 新建仓 |
| DNN | DENISON MINES CORP | $6.12万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| HFRO | HIGHLAND OPPS & INCOME FD | $10.48万 | 0.02% | 14,704 | -6,626 | -31.1% | -$4.72万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $15.34万 | 0.03% | 12,654 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $20.18万 | 0.04% | 1,378 | 1,378 | — | $20.18万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.19万 | 0.04% | 6,626 | 6,626 | — | $20.19万 | 新建仓 |
| UFOX | ETF SER SOLUTIONS | $20.20万 | 0.04% | 2,125 | 2,125 | — | $20.20万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.21万 | 0.04% | 6,150 | -1,600 | -20.6% | -$5.26万 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $20.36万 | 0.04% | 5,088 | -3,904 | -43.4% | -$15.62万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $20.57万 | 0.04% | 12,315 | -9,479 | -43.5% | -$15.83万 | 减仓 |
| BBAI | BIGBEAR AI HLDGS INC | $20.65万 | 0.04% | 56,261 | -1,445 | -2.5% | -$5,303 | 减仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $20.76万 | 0.04% | 4,431 | 4,431 | — | $20.76万 | 新建仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $20.86万 | 0.04% | 4,159 | 4,159 | — | $20.86万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.86万 | 0.04% | 10,384 | 0 | 0.0% | — | 不变 |
| CELC | CELCUITY INC | $20.92万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| GBIL | GOLDMAN SACHS ETF TR | $20.97万 | 0.04% | 2,094 | -3,005 | -58.9% | -$30.10万 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $20.99万 | 0.04% | 4,600 | -565 | -10.9% | -$2.58万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $21.03万 | 0.04% | 4,583 | 4,583 | — | $21.03万 | 新建仓 |
| AGG | ISHARES TR | $21.10万 | 0.04% | 2,131 | 2,131 | — | $21.10万 | 新建仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $21.21万 | 0.04% | 1,576 | 0 | 0.0% | — | 重新持有 |
| XLF | SELECT SECTOR SPDR TR | $21.31万 | 0.04% | 3,976 | -1,314 | -24.8% | -$7.04万 | 减仓 |
| MGV | VANGUARD WORLD FD | $21.39万 | 0.04% | 1,309 | 1,309 | — | $21.39万 | 新建仓 |
| IBB | ISHARES TR | $21.44万 | 0.04% | 1,128 | -3,695 | -76.6% | -$70.24万 | 重新持有 |
| IALT | BLACKROCK ETF TRUST | $21.71万 | 0.04% | 7,740 | 7,740 | — | $21.71万 | 新建仓 |
| IYH | ISHARES TR | $21.85万 | 0.04% | 3,260 | -385 | -10.6% | -$2.58万 | 减仓 |
| PFE | PFIZER INC | $21.87万 | 0.04% | 9,081 | -1,515 | -14.3% | -$3.65万 | 减仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $22.04万 | 0.04% | 5,274 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $22.05万 | 0.04% | 5,209 | -845 | -14.0% | -$3.58万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.12万 | 0.04% | 7,280 | 60 | 0.8% | $1,823 | 加仓 |
| MS | MORGAN STANLEY | $22.21万 | 0.04% | 1,063 | 1,063 | — | $22.21万 | 新建仓 |
| NOCT | INNOVATOR ETFS TRUST | $22.24万 | 0.04% | 3,557 | -152 | -4.1% | -$9,504 | 减仓 |
| EWJ | ISHARES INC | $22.38万 | 0.04% | 2,400 | 0 | 0.0% | — | 不变 |
| BJAN | INNOVATOR ETFS TRUST | $22.44万 | 0.04% | 3,812 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $22.50万 | 0.04% | 1,181 | -7 | -0.6% | -$1,333 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $22.69万 | 0.04% | 224 | 224 | — | $22.69万 | 新建仓 |
| AIQ | GLOBAL X FDS | $22.81万 | 0.04% | 3,477 | -2,155 | -38.3% | -$14.14万 | 重新持有 |
| ESGV | VANGUARD WORLD FD | $23.05万 | 0.04% | 1,743 | 1 | 0.1% | $132 | 重新持有 |
| MDLZ | MONDELEZ INTL INC | $23.47万 | 0.04% | 4,058 | 28 | 0.7% | $1,619 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $23.58万 | 0.04% | 1,614 | 17 | 1.1% | $2,484 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $23.65万 | 0.04% | 4,453 | -9,468 | -68.0% | -$50.28万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $23.95万 | 0.04% | 11,957 | 11,957 | — | $23.95万 | 新建仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $24.09万 | 0.04% | 1,109 | 1,109 | — | $24.09万 | 新建仓 |
| CSCO | CISCO SYS INC | $24.24万 | 0.05% | 2,064 | 2,064 | — | $24.24万 | 新建仓 |
| IDU | ISHARES TR | $24.30万 | 0.05% | 2,120 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $24.68万 | 0.05% | 864 | 864 | — | $24.68万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $24.71万 | 0.05% | 697 | 6 | 0.9% | $2,127 | 加仓 |
| KO | COCA COLA CO | $25.04万 | 0.05% | 3,081 | 67 | 2.2% | $5,445 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $25.65万 | 0.05% | 4,715 | 4,715 | — | $25.65万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.65万 | 0.05% | 8,582 | 8,582 | — | $25.65万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.85万 | 0.05% | 9,759 | -6 | -0.1% | -$159 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $25.87万 | 0.05% | 773 | 773 | — | $25.87万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $25.88万 | 0.05% | 1,770 | -111 | -5.9% | -$1.62万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $26.02万 | 0.05% | 1,959 | 18 | 0.9% | $2,391 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $26.08万 | 0.05% | 408 | 408 | — | $26.08万 | 新建仓 |
| IBDT | ISHARES TR | $26.27万 | 0.05% | 10,402 | -317 | -3.0% | -$8,004 | 减仓 |
| ABT | ABBOTT LABORATORIES | $26.49万 | 0.05% | 2,920 | -1,092 | -27.2% | -$9.91万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $26.52万 | 0.05% | 9,575 | -486 | -4.8% | -$1.35万 | 重新持有 |
| POCT | INNOVATOR ETFS TRUST | $26.67万 | 0.05% | 5,747 | -253 | -4.2% | -$1.17万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $26.81万 | 0.05% | 1,828 | -38 | -2.0% | -$5,573 | 减仓 |
| FLOT | ISHARES TR | $26.93万 | 0.05% | 5,275 | -299 | -5.4% | -$1.53万 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $26.95万 | 0.05% | 24,521 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $26.98万 | 0.05% | 4,354 | -105 | -2.4% | -$6,505 | 减仓 |
| LIT | GLOBAL X FDS | $27.08万 | 0.05% | 3,459 | 0 | 0.0% | — | 不变 |
| CORO | BLACKROCK ETF TRUST | $27.35万 | 0.05% | 7,473 | 7,473 | — | $27.35万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $27.58万 | 0.05% | 6,084 | -956 | -13.6% | -$4.33万 | 减仓 |
| BMAR | INNOVATOR ETFS TRUST | $27.99万 | 0.05% | 4,857 | 0 | 0.0% | — | 不变 |
| SCMB | SCHWAB STRATEGIC TR | $28.13万 | 0.05% | 10,894 | 10,894 | — | $28.13万 | 新建仓 |
| IWN | ISHARES TR | $28.23万 | 0.05% | 1,276 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $28.59万 | 0.05% | 8,450 | -302 | -3.5% | -$1.02万 | 减仓 |
| NLR | VANECK ETF TRUST | $28.74万 | 0.05% | 2,478 | -3,238 | -56.6% | -$37.55万 | 减仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $28.98万 | 0.05% | 4,900 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $29.10万 | 0.05% | 5,321 | 2 | 0.0% | $109 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $29.69万 | 0.06% | 871 | 871 | — | $29.69万 | 新建仓 |
| PMAY | INNOVATOR ETFS TRUST | $31.16万 | 0.06% | 7,546 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $31.17万 | 0.06% | 909 | 73 | 8.7% | $2.50万 | 加仓 |
| BOND | PIMCO ETF TR | $31.46万 | 0.06% | 3,412 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $31.60万 | 0.06% | 11,870 | 11,870 | — | $31.60万 | 新建仓 |
| IONQ | IONQ INC | $31.99万 | 0.06% | 6,006 | -2,375 | -28.3% | -$12.65万 | 重新持有 |
| SPMO | INVESCO EXCH TRADED FD TR II | $32.06万 | 0.06% | 1,985 | 1,985 | — | $32.06万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $32.14万 | 0.06% | 1,214 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $32.73万 | 0.06% | 16,557 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $32.83万 | 0.06% | 3,010 | 3 | 0.1% | $327 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $32.96万 | 0.06% | 1,106 | 1,106 | — | $32.96万 | 新建仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $32.98万 | 0.06% | 16,500 | 0 | 0.0% | — | 不变 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $33.72万 | 0.06% | 7,871 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $34.08万 | 0.06% | 6,513 | -67 | -1.0% | -$3,506 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $34.11万 | 0.06% | 447 | 447 | — | $34.11万 | 新建仓 |
| GEV | GE VERNOVA INC | $34.46万 | 0.06% | 293 | 293 | — | $34.46万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $34.58万 | 0.06% | 3,933 | -2 | -0.1% | -$176 | 减仓 |
| LOW | LOWES COS INC | $34.72万 | 0.06% | 1,575 | 3 | 0.2% | $661 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $35.11万 | 0.07% | 3,708 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $36.11万 | 0.07% | 12,242 | 0 | 0.0% | — | 不变 |