Keystone Wealth Services, LLC
PALM DESERT CA · SEC CIK 0001866189
$4.68亿2026Q1 申报市值
294持仓数
27.2%前十大占比 · 第一大 5.7%
27 / 33新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JCPB 新建仓+$250.28万
DYNF 加仓+$193.68万
IGV 新建仓+$186.36万
BBUS 新建仓+$182.26万
CGIC 新建仓+$149.51万
2026Q1 卖出最多 按季末市值估算
FIRST TR EXCHNG 清仓-$5,468.13万
XNTK 清仓-$5,103.32万
PMAY 减仓-$942.37万
FAD 清仓-$654.95万
QJUN 减仓-$502.19万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| COIN | COINBASE GLOBAL INC | $32.84万 | 0.07% | 1,881 | -3 | -0.2% | -$524 | 减仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $32.93万 | 0.07% | 16,500 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $33.43万 | 0.07% | 12,000 | 12,000 | — | $33.43万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $34.00万 | 0.07% | 1,204 | 4 | 0.3% | $1,129 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $35.13万 | 0.08% | 7,365 | 465 | 6.7% | $2.22万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $35.24万 | 0.08% | 12,242 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $35.72万 | 0.08% | 11,538 | 4 | 0.0% | $124 | 加仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $35.95万 | 0.08% | 15,591 | 15,591 | — | $35.95万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $36.03万 | 0.08% | 516 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $36.84万 | 0.08% | 1,922 | 173 | 9.9% | $3.32万 | 加仓 |
| IWB | ISHARES TR | $36.86万 | 0.08% | 1,034 | 1 | 0.1% | $357 | 加仓 |
| LOW | LOWES COS INC | $37.14万 | 0.08% | 1,572 | 4 | 0.3% | $945 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $37.29万 | 0.08% | 21,794 | 21,794 | — | $37.29万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $37.32万 | 0.08% | 9,661 | -2 | -0.0% | -$77 | 重新持有 |
| IWO | ISHARES TR | $37.58万 | 0.08% | 1,197 | 0 | 0.0% | — | 不变 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $37.99万 | 0.08% | 4,198 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $38.18万 | 0.08% | 3,989 | -11,736 | -74.6% | -$112.34万 | 重新持有 |
| ARTY | ISHARES TR | $38.71万 | 0.08% | 8,319 | 53 | 0.6% | $2,466 | 加仓 |
| CORP | PIMCO ETF TR | $39.71万 | 0.08% | 4,102 | 0 | 0.0% | — | 不变 |
| NJAN | INNOVATOR ETFS TRUST | $39.87万 | 0.09% | 7,471 | 193 | 2.7% | $1.03万 | 重新持有 |
| BMY | BRISTOL-MYERS SQUIBB CO | $40.16万 | 0.09% | 6,621 | -677 | -9.3% | -$4.11万 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $40.26万 | 0.09% | 10,401 | 0 | 0.0% | — | 重新持有 |
| STIP | ISHARES TR | $40.58万 | 0.09% | 3,924 | -11 | -0.3% | -$1,138 | 减仓 |
| ABT | ABBOTT LABORATORIES | $41.19万 | 0.09% | 4,012 | -33 | -0.8% | -$3,388 | 减仓 |
| IAUM | ISHARES GOLD TR | $41.99万 | 0.09% | 8,992 | 8,992 | — | $41.99万 | 新建仓 |
| NJUL | INNOVATOR ETFS TRUST | $43.56万 | 0.09% | 6,100 | -3,710 | -37.8% | -$26.49万 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $43.58万 | 0.09% | 21,000 | 0 | 0.0% | — | 不变 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $43.82万 | 0.09% | 10,091 | -62,453 | -86.1% | -$271.23万 | 减仓 |
| LLY | ELI LILLY & CO | $43.98万 | 0.09% | 478 | 1 | 0.2% | $920 | 加仓 |
| — | INNOVATOR ETFS TRUST | $44.32万 | 0.09% | 20,660 | 20,660 | — | $44.32万 | 新建仓 |
| IRT | INDEPENDENCE RLTY TR INC | $44.92万 | 0.10% | 30,166 | 0 | 0.0% | — | 不变 |
| PSI | INVESCO EXCHANGE TRADED FD T | $45.01万 | 0.10% | 4,769 | 4,769 | — | $45.01万 | 新建仓 |
| IFRA | ISHARES TR | $45.51万 | 0.10% | 7,956 | 173 | 2.2% | $9,896 | 加仓 |
| LRCX | LAM RESEARCH CORP | $45.75万 | 0.10% | 2,141 | -208 | -8.9% | -$4.44万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $46.62万 | 0.10% | 9,975 | 0 | 0.0% | — | 不变 |
| BAUG | INNOVATOR ETFS TRUST | $46.65万 | 0.10% | 9,551 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $46.71万 | 0.10% | 1,428 | -98 | -6.4% | -$3.21万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $48.11万 | 0.10% | 12,088 | -1,438 | -10.6% | -$5.72万 | 减仓 |
| CMI | CUMMINS INC | $48.97万 | 0.10% | 910 | 3 | 0.3% | $1,614 | 加仓 |
| IJR | ISHARES TR | $49.06万 | 0.10% | 3,947 | -176 | -4.3% | -$2.19万 | 减仓 |
| BCAL | CALIFORNIA BANCORP | $49.30万 | 0.11% | 27,824 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $49.31万 | 0.11% | 1,587 | -84 | -5.0% | -$2.61万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $49.34万 | 0.11% | 12,697 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $49.73万 | 0.11% | 20,941 | 400 | 1.9% | $9,500 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $49.96万 | 0.11% | 3,935 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $50.02万 | 0.11% | 3,400 | 1,374 | 67.8% | $20.21万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $50.66万 | 0.11% | 13,387 | 144 | 1.1% | $5,449 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $51.08万 | 0.11% | 5,099 | 2,488 | 95.3% | $24.93万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $52.35万 | 0.11% | 1,130 | -179 | -13.7% | -$8.29万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $53.81万 | 0.12% | 8,139 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $54.26万 | 0.12% | 898 | 4 | 0.4% | $2,417 | 加仓 |
| RTX | RTX CORPORATION | $54.45万 | 0.12% | 2,823 | 538 | 23.5% | $10.38万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $54.65万 | 0.12% | 11,621 | -97 | -0.8% | -$4,562 | 重新持有 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $56.47万 | 0.12% | 5,700 | 21 | 0.4% | $2,081 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $56.51万 | 0.12% | 1,868 | -10 | -0.5% | -$3,025 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $57.08万 | 0.12% | 11,441 | 60 | 0.5% | $2,993 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $57.15万 | 0.12% | 15,040 | 473 | 3.2% | $1.80万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $57.26万 | 0.12% | 14,553 | -226 | -1.5% | -$8,892 | 重新持有 |
| BAPR | INNOVATOR ETFS TRUST | $59.24万 | 0.13% | 12,095 | 0 | 0.0% | — | 不变 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $59.73万 | 0.13% | 13,359 | 13,359 | — | $59.73万 | 新建仓 |
| FDMO | FIDELITY COVINGTON TRUST | $59.75万 | 0.13% | 7,460 | 85 | 1.2% | $6,808 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $60.56万 | 0.13% | 14,852 | -910 | -5.8% | -$3.71万 | 重新持有 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $61.17万 | 0.13% | 5,125 | -133 | -2.5% | -$1.59万 | 重新持有 |
| DAL | DELTA AIR LINES INC | $61.19万 | 0.13% | 9,205 | 27 | 0.3% | $1,795 | 加仓 |
| NFLX | NETFLIX INC. | $61.28万 | 0.13% | 6,373 | 184 | 3.0% | $1.77万 | 加仓 |
| — | FIRST TR EXCH TRADED FD III | $61.30万 | 0.13% | 7,462 | 7,462 | — | $61.30万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $61.38万 | 0.13% | 2,905 | 5 | 0.2% | $1,056 | 加仓 |
| IVE | ISHARES TR | $62.03万 | 0.13% | 2,938 | 743 | 33.8% | $15.69万 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $62.69万 | 0.13% | 16,449 | 1,588 | 10.7% | $6.05万 | 重新持有 |
| IR | INGERSOLL RAND INC | $64.43万 | 0.14% | 8,042 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $64.72万 | 0.14% | 4,370 | -1 | -0.0% | -$148 | 减仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $66.16万 | 0.14% | 15,786 | 1,440 | 10.0% | $6.04万 | 重新持有 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $66.26万 | 0.14% | 3,068 | 0 | 0.0% | — | 重新持有 |
| VV | VANGUARD INDEX FDS | $66.52万 | 0.14% | 2,226 | -160 | -6.7% | -$4.78万 | 减仓 |
| DVY | ISHARES TR | $66.92万 | 0.14% | 4,420 | -148 | -3.2% | -$2.24万 | 减仓 |
| DIS | DISNEY WALT CO | $67.01万 | 0.14% | 6,953 | -916 | -11.6% | -$8.83万 | 减仓 |
| ABBV | ABBVIE INC | $68.03万 | 0.15% | 3,128 | -1,025 | -24.7% | -$22.29万 | 减仓 |
| MO | ALTRIA GROUP INC | $68.38万 | 0.15% | 10,363 | -3,392 | -24.7% | -$22.38万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $68.67万 | 0.15% | 13,568 | 8,899 | 190.6% | $45.04万 | 加仓 |
| HYDB | ISHARES TR | $69.05万 | 0.15% | 14,843 | 178 | 1.2% | $8,280 | 加仓 |
| CVE | CENOVUS ENERGY INC | $69.26万 | 0.15% | 26,108 | 1,690 | 6.9% | $4.48万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $70.66万 | 0.15% | 23,031 | 2,503 | 12.2% | $7.68万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.15% | 1 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $72.01万 | 0.15% | 2,870 | -778 | -21.3% | -$19.52万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $73.77万 | 0.16% | 2,183 | -70 | -3.1% | -$2.37万 | 减仓 |
| AMGN | AMGEN INC | $74.72万 | 0.16% | 2,124 | -52 | -2.4% | -$1.83万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $74.96万 | 0.16% | 13,225 | 13,225 | — | $74.96万 | 新建仓 |
| NLR | VANECK ETF TRUST | $76.14万 | 0.16% | 5,716 | 5,716 | — | $76.14万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $76.75万 | 0.16% | 32,913 | -1,666 | -4.8% | -$3.89万 | 重新持有 |
| VUG | VANGUARD INDEX FDS | $77.13万 | 0.16% | 1,766 | 224 | 14.5% | $9.78万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $77.58万 | 0.17% | 16,818 | -316 | -1.8% | -$1.46万 | 重新持有 |
| VLUE | ISHARES TR | $78.03万 | 0.17% | 5,488 | 3 | 0.1% | $427 | 加仓 |
| IJH | ISHARES TR | $80.39万 | 0.17% | 11,904 | -486 | -3.9% | -$3.28万 | 减仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $80.46万 | 0.17% | 18,918 | -30,281 | -61.5% | -$128.79万 | 减仓 |
| WMT | WALMART INC | $81.05万 | 0.17% | 6,522 | 401 | 6.6% | $4.98万 | 加仓 |
| — | BELPOINTE PREP LLC | $82.77万 | 0.18% | 15,558 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $83.67万 | 0.18% | 2,917 | -129 | -4.2% | -$3.70万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $83.78万 | 0.18% | 8,671 | -625 | -6.7% | -$6.04万 | 重新持有 |
| SHOP | SHOPIFY INC | $84.46万 | 0.18% | 7,120 | 565 | 8.6% | $6.70万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $84.95万 | 0.18% | 13,553 | 6,579 | 94.3% | $41.24万 | 加仓 |