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 |
|---|---|---|---|---|---|---|---|---|
| IJS | ISHARES TR | $36.38万 | 0.07% | 2,662 | -36 | -1.3% | -$4,921 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $36.93万 | 0.07% | 6,410 | -211 | -3.2% | -$1.22万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $37.24万 | 0.07% | 10,101 | -1,437 | -12.5% | -$5.30万 | 减仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $37.30万 | 0.07% | 1,000 | 1,000 | — | $37.30万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $37.74万 | 0.07% | 12,000 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $38.17万 | 0.07% | 3,834 | 311 | 8.8% | $3.10万 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $38.77万 | 0.07% | 7,365 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $39.08万 | 0.07% | 4,055 | 66 | 1.7% | $6,360 | 加仓 |
| COKE | COCA COLA CONS INC | $39.37万 | 0.07% | 2,062 | 140 | 7.3% | $2.67万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $39.68万 | 0.07% | 9,551 | -110 | -1.1% | -$4,570 | 减仓 |
| CORP | PIMCO ETF TR | $39.75万 | 0.07% | 4,102 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $40.21万 | 0.07% | 3,936 | 12 | 0.3% | $1,226 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $40.48万 | 0.08% | 11,203 | 10 | 0.1% | $361 | 加仓 |
| QCOM | QUALCOMM INC | $41.27万 | 0.08% | 2,234 | -267 | -10.7% | -$4.93万 | 减仓 |
| BE | BLOOM ENERGY CORP | $41.79万 | 0.08% | 1,381 | 1,381 | — | $41.79万 | 新建仓 |
| IWB | ISHARES TR | $42.38万 | 0.08% | 1,035 | 1 | 0.1% | $409 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $42.53万 | 0.08% | 4,227 | -1,473 | -25.8% | -$14.82万 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $43.08万 | 0.08% | 10,401 | 0 | 0.0% | — | 不变 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $43.49万 | 0.08% | 21,000 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $43.69万 | 0.08% | 8,139 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $43.97万 | 0.08% | 1,256 | 52 | 4.3% | $1.82万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $44.09万 | 0.08% | 7,471 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $46.33万 | 0.09% | 6,489 | 116 | 1.8% | $8,283 | 加仓 |
| AMAT | APPLIED MATLS INC | $46.35万 | 0.09% | 641 | 641 | — | $46.35万 | 新建仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $46.39万 | 0.09% | 9,937 | -154 | -1.5% | -$7,189 | 减仓 |
| — | INNOVATOR ETFS TRUST | $46.48万 | 0.09% | 20,649 | -11 | -0.1% | -$248 | 减仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $46.54万 | 0.09% | 4,198 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $46.59万 | 0.09% | 915 | 17 | 1.9% | $8,656 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $46.72万 | 0.09% | 11,071 | -1,017 | -8.4% | -$4.29万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $47.01万 | 0.09% | 5,095 | 2,122 | 71.4% | $19.58万 | 加仓 |
| IWO | ISHARES TR | $47.17万 | 0.09% | 1,197 | 0 | 0.0% | — | 不变 |
| NJUL | INNOVATOR ETFS TRUST | $47.23万 | 0.09% | 6,100 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $49.19万 | 0.09% | 9,959 | 9,959 | — | $49.19万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $49.39万 | 0.09% | 4,132 | 4 | 0.1% | $478 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $49.72万 | 0.09% | 13,525 | 138 | 1.0% | $5,073 | 加仓 |
| IFRA | ISHARES TR | $50.17万 | 0.09% | 7,958 | 2 | 0.0% | $126 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $50.23万 | 0.09% | 10,701 | -42,459 | -79.9% | -$199.30万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $50.35万 | 0.09% | 30,166 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $50.57万 | 0.09% | 10,497 | -1,124 | -9.7% | -$5.42万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $51.21万 | 0.10% | 9,551 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $52.06万 | 0.10% | 3,552 | 152 | 4.5% | $2.23万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $53.00万 | 0.10% | 1,430 | 2 | 0.1% | $741 | 加仓 |
| — | INNOVATOR ETFS TRUST | $54.31万 | 0.10% | 19,933 | 19,933 | — | $54.31万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $54.96万 | 0.10% | 20,941 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $55.75万 | 0.10% | 245 | 245 | — | $55.75万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $56.32万 | 0.10% | 12,697 | 0 | 0.0% | — | 不变 |
| BCAL | CALIFORNIA BANCORP | $57.99万 | 0.11% | 27,824 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $58.31万 | 0.11% | 11,529 | 88 | 0.8% | $4,451 | 加仓 |
| MCD | MCDONALDS CORP | $58.93万 | 0.11% | 2,180 | 593 | 37.4% | $16.03万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $59.04万 | 0.11% | 1,130 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $60.95万 | 0.11% | 14,482 | -71 | -0.5% | -$2,988 | 减仓 |
| IJR | ISHARES TR | $61.72万 | 0.11% | 4,162 | 215 | 5.4% | $3.19万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $61.79万 | 0.11% | 14,033 | 7,640 | 119.5% | $33.64万 | 加仓 |
| LLY | ELI LILLY & CO | $62.12万 | 0.12% | 518 | 40 | 8.4% | $4.80万 | 加仓 |
| CMI | CUMMINS INC | $62.16万 | 0.12% | 872 | -38 | -4.2% | -$2.71万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $62.80万 | 0.12% | 3,935 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO EXCHANGE TRADED FD T | $63.69万 | 0.12% | 9,975 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $63.72万 | 0.12% | 1,884 | 16 | 0.9% | $5,411 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $63.81万 | 0.12% | 11,297 | -1,928 | -14.6% | -$10.89万 | 减仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $64.31万 | 0.12% | 14,788 | -64 | -0.4% | -$2,783 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $64.42万 | 0.12% | 12,095 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC | $64.53万 | 0.12% | 26,008 | -100 | -0.4% | -$2,481 | 减仓 |
| IVE | ISHARES TR | $65.11万 | 0.12% | 2,867 | -71 | -2.4% | -$1.61万 | 减仓 |
| — | VANECK ETF TRUST | $65.48万 | 0.12% | 2,560 | -310 | -10.8% | -$7.93万 | 减仓 |
| IR | INGERSOLL RAND INC | $66.12万 | 0.12% | 8,064 | 22 | 0.3% | $1,804 | 加仓 |
| DIS | DISNEY WALT CO | $66.48万 | 0.12% | 6,907 | -46 | -0.7% | -$4,428 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $67.17万 | 0.12% | 3,931 | 3,931 | — | $67.17万 | 新建仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $67.17万 | 0.12% | 16,398 | -51 | -0.3% | -$2,089 | 减仓 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $68.49万 | 0.13% | 16,712 | 8,412 | 101.3% | $34.47万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $68.63万 | 0.13% | 4,343 | -27 | -0.6% | -$4,267 | 减仓 |
| CAH | CARDINAL HEALTH INC | $69.09万 | 0.13% | 2,908 | 3 | 0.1% | $713 | 加仓 |
| DVY | ISHARES TR | $69.09万 | 0.13% | 4,421 | 1 | 0.0% | $156 | 加仓 |
| — | BELPOINTE PREP LLC | $70.46万 | 0.13% | 15,558 | 0 | 0.0% | — | 不变 |
| FESM | FIDELITY COVINGTON TRUST | $70.96万 | 0.13% | 14,694 | -346 | -2.3% | -$1.67万 | 减仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $71.07万 | 0.13% | 15,786 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES TR | $72.41万 | 0.13% | 15,482 | 639 | 4.3% | $2.99万 | 加仓 |
| RTX | RTX CORPORATION | $72.45万 | 0.13% | 3,819 | 996 | 35.3% | $18.90万 | 加仓 |
| FDMO | FIDELITY COVINGTON TRUST | $73.53万 | 0.14% | 7,460 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $73.70万 | 0.14% | 6,507 | -15 | -0.2% | -$1,699 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $73.95万 | 0.14% | 5,125 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.14% | 1 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $74.89万 | 0.14% | 10,409 | 46 | 0.4% | $3,310 | 加仓 |
| — | FIRST TR EXCH TRADED FD III | $74.91万 | 0.14% | 7,977 | 515 | 6.9% | $4.84万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $75.97万 | 0.14% | 32,409 | -504 | -1.5% | -$1.18万 | 减仓 |
| VV | VANGUARD INDEX FDS | $76.34万 | 0.14% | 2,220 | -6 | -0.3% | -$2,063 | 减仓 |
| AMGN | AMGEN INC | $76.74万 | 0.14% | 2,119 | -5 | -0.2% | -$1,811 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $80.06万 | 0.15% | 15,831 | 2,263 | 16.7% | $11.44万 | 加仓 |
| SHOP | SHOPIFY INC | $81.02万 | 0.15% | 7,096 | -24 | -0.3% | -$2,740 | 减仓 |
| ARTY | ISHARES TR | $81.32万 | 0.15% | 10,677 | 2,358 | 28.3% | $17.96万 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $82.31万 | 0.15% | 18,080 | -838 | -4.4% | -$3.81万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $83.21万 | 0.15% | 16,813 | -5 | -0.0% | -$247 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $83.37万 | 0.15% | 26,291 | 3,260 | 14.2% | $10.34万 | 加仓 |
| EFV | ISHARES TR | $84.83万 | 0.16% | 11,081 | -1,601 | -12.6% | -$12.26万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $84.93万 | 0.16% | 9,452 | -4,101 | -30.3% | -$36.85万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $84.98万 | 0.16% | 8,779 | -601 | -6.4% | -$5.82万 | 减仓 |
| ABBV | ABBVIE INC | $85.54万 | 0.16% | 3,399 | 271 | 8.7% | $6.82万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $86.92万 | 0.16% | 34,059 | -1,300 | -3.7% | -$3.32万 | 减仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $87.28万 | 0.16% | 19,070 | 5,711 | 42.8% | $26.14万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $87.67万 | 0.16% | 10,178 | -418 | -3.9% | -$3.60万 | 减仓 |
| DAL | DELTA AIR LINES INC | $89.46万 | 0.17% | 9,551 | 346 | 3.8% | $3.24万 | 加仓 |