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 |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | $85.28万 | 0.18% | 13,921 | 8,963 | 180.8% | $54.91万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $86.63万 | 0.19% | 9,380 | -998 | -9.6% | -$9.22万 | 重新持有 |
| HD | HOME DEPOT INC | $89.19万 | 0.19% | 2,712 | -1 | -0.0% | -$329 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $89.30万 | 0.19% | 22,270 | -900 | -3.9% | -$3.61万 | 重新持有 |
| CAT | CATERPILLAR INC | $89.33万 | 0.19% | 1,261 | -220 | -14.9% | -$15.58万 | 减仓 |
| V | VISA INC | $89.62万 | 0.19% | 2,965 | -919 | -23.7% | -$27.78万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $90.59万 | 0.19% | 35,359 | -2,814 | -7.4% | -$7.21万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $92.00万 | 0.20% | 3,764 | -95 | -2.5% | -$2.32万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $92.58万 | 0.20% | 44,172 | 558 | 1.3% | $1.17万 | 加仓 |
| IXN | ISHARES TR | $94.03万 | 0.20% | 9,406 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $94.29万 | 0.20% | 12,682 | 1,808 | 16.6% | $13.44万 | 加仓 |
| VLU | SPDR SERIES TRUST | $94.38万 | 0.20% | 4,390 | -140 | -3.1% | -$3.01万 | 重新持有 |
| EMB | ISHARES TR | $95.16万 | 0.20% | 10,131 | -4,970 | -32.9% | -$46.68万 | 减仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $95.43万 | 0.20% | 42,642 | -93,374 | -68.6% | -$208.97万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $95.54万 | 0.20% | 37,262 | 44 | 0.1% | $1,128 | 加仓 |
| SPBO | SPDR SERIES TRUST | $98.20万 | 0.21% | 33,828 | -578 | -1.7% | -$1.68万 | 重新持有 |
| VO | VANGUARD INDEX FDS | $101.49万 | 0.22% | 3,534 | 25 | 0.7% | $7,180 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $103.91万 | 0.22% | 20,861 | -2,290 | -9.9% | -$11.41万 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $104.19万 | 0.22% | 8,124 | -63 | -0.8% | -$8,080 | 重新持有 |
| ITOT | ISHARES TR | $105.84万 | 0.23% | 7,431 | 1 | 0.0% | $142 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $106.88万 | 0.23% | 26,031 | -2,888 | -10.0% | -$11.86万 | 重新持有 |
| PM | PHILIP MORRIS INTL INC | $109.31万 | 0.23% | 6,611 | -806 | -10.9% | -$13.33万 | 减仓 |
| TOPT | ISHARES TR | $109.82万 | 0.23% | 38,371 | -5,164 | -11.9% | -$14.78万 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $110.15万 | 0.24% | 23,101 | 8,493 | 58.1% | $40.49万 | 重新持有 |
| PPA | INVESCO EXCHANGE TRADED FD T | $111.02万 | 0.24% | 6,700 | -1,851 | -21.6% | -$30.67万 | 减仓 |
| USMV | ISHARES TR | $111.36万 | 0.24% | 12,007 | -2,739 | -18.6% | -$25.40万 | 减仓 |
| EFA | ISHARES TR | $112.14万 | 0.24% | 11,545 | -458 | -3.8% | -$4.45万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $113.24万 | 0.24% | 1,265 | 2 | 0.2% | $1,790 | 加仓 |
| IWF | ISHARES TR | $113.80万 | 0.24% | 2,669 | -545 | -17.0% | -$23.24万 | 减仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $117.45万 | 0.25% | 34,935 | 0 | 0.0% | — | 重新持有 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $117.88万 | 0.25% | 29,127 | -4,653 | -13.8% | -$18.83万 | 重新持有 |
| IUSB | ISHARES TR | $119.37万 | 0.26% | 25,844 | 3,462 | 15.5% | $15.99万 | 加仓 |
| AVGO | BROADCOM INC | $119.88万 | 0.26% | 3,873 | -328 | -7.8% | -$10.15万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $120.68万 | 0.26% | 3,572 | -16 | -0.4% | -$5,406 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $123.54万 | 0.26% | 47,026 | 47,026 | — | $123.54万 | 新建仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $124.42万 | 0.27% | 25,971 | -358 | -1.4% | -$1.72万 | 重新持有 |
| XLG | INVESCO EXCHANGE TRADED FD T | $124.64万 | 0.27% | 22,848 | 2,029 | 9.7% | $11.07万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $128.31万 | 0.27% | 3,999 | 123 | 3.2% | $3.95万 | 加仓 |
| CCJ | CAMECO CORP | $130.88万 | 0.28% | 12,050 | 496 | 4.3% | $5.39万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $132.37万 | 0.28% | 40,173 | -1,131 | -2.7% | -$3.73万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $132.87万 | 0.28% | 23,932 | 10,464 | 77.7% | $58.10万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $134.30万 | 0.29% | 14,479 | 1 | 0.0% | $93 | 加仓 |
| META | META PLATFORMS INC | $134.81万 | 0.29% | 2,356 | -157 | -6.2% | -$8.98万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $135.81万 | 0.29% | 48,503 | 48,503 | — | $135.81万 | 新建仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $136.57万 | 0.29% | 33,238 | -261 | -0.8% | -$1.07万 | 重新持有 |
| ICVT | ISHARES TR | $138.82万 | 0.30% | 13,638 | 52 | 0.4% | $5,293 | 加仓 |
| SBUX | STARBUCKS CORP | $140.15万 | 0.30% | 15,644 | -26 | -0.2% | -$2,329 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $141.25万 | 0.30% | 30,942 | 1,624 | 5.5% | $7.41万 | 加仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $143.66万 | 0.31% | 45,663 | 3,832 | 9.2% | $12.06万 | 重新持有 |
| IAU | ISHARES GOLD TR | $144.01万 | 0.31% | 16,335 | -6,033 | -27.0% | -$53.19万 | 减仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $144.16万 | 0.31% | 36,571 | -98,790 | -73.0% | -$389.43万 | 减仓 |
| NAPR | INNOVATOR ETFS TRUST | $146.49万 | 0.31% | 26,819 | -7,278 | -21.3% | -$39.75万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $147.32万 | 0.31% | 24,877 | -1,949 | -7.3% | -$11.54万 | 重新持有 |
| PJUL | INNOVATOR ETFS TRUST | $147.83万 | 0.32% | 32,160 | -202 | -0.6% | -$9,285 | 重新持有 |
| SPYM | SPDR SERIES TRUST | $148.52万 | 0.32% | 19,404 | 4,404 | 29.4% | $33.71万 | 重新持有 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $149.51万 | 0.32% | 45,155 | 45,155 | — | $149.51万 | 新建仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $152.37万 | 0.33% | 32,166 | 200 | 0.6% | $9,474 | 重新持有 |
| PMAR | INNOVATOR ETFS TRUST | $152.99万 | 0.33% | 34,287 | -8,338 | -19.6% | -$37.20万 | 重新持有 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $155.15万 | 0.33% | 37,215 | 0 | 0.0% | — | 重新持有 |
| IWD | ISHARES TR | $157.17万 | 0.34% | 7,356 | -1,217 | -14.2% | -$26.00万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $160.45万 | 0.34% | 30,897 | 20,298 | 191.5% | $105.41万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $160.51万 | 0.34% | 10,973 | -263 | -2.3% | -$3.85万 | 减仓 |
| IWM | ISHARES TR | $161.98万 | 0.35% | 6,532 | -2 | -0.0% | -$496 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $162.61万 | 0.35% | 36,212 | -303 | -0.8% | -$1.36万 | 重新持有 |
| BND | VANGUARD BD INDEX FDS | $163.94万 | 0.35% | 22,262 | 2,533 | 12.8% | $18.65万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $164.60万 | 0.35% | 47,835 | -362 | -0.8% | -$1.25万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $164.63万 | 0.35% | 10,680 | -100 | -0.9% | -$1.54万 | 重新持有 |
| PSEP | INNOVATOR ETFS TRUST | $166.56万 | 0.36% | 38,680 | -4,915 | -11.3% | -$21.16万 | 重新持有 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $168.46万 | 0.36% | 47,696 | 17,186 | 56.3% | $60.70万 | 重新持有 |
| VTV | VANGUARD INDEX FDS | $169.38万 | 0.36% | 8,633 | 103 | 1.2% | $2.02万 | 加仓 |
| MUB | ISHARES TR | $175.86万 | 0.38% | 16,567 | 396 | 2.4% | $4.20万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $182.26万 | 0.39% | 15,554 | 15,554 | — | $182.26万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $185.36万 | 0.40% | 27,147 | 15,751 | 138.2% | $107.55万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $185.65万 | 0.40% | 9,673 | -3,500 | -26.6% | -$67.17万 | 减仓 |
| IGV | ISHARES TR | $186.36万 | 0.40% | 23,280 | 23,280 | — | $186.36万 | 新建仓 |
| EFG | ISHARES TR | $189.18万 | 0.40% | 16,987 | 368 | 2.2% | $4.10万 | 加仓 |
| NET | CLOUDFLARE INC | $195.07万 | 0.42% | 9,454 | -1,707 | -15.3% | -$35.22万 | 减仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $202.29万 | 0.43% | 64,742 | -160,727 | -71.3% | -$502.19万 | 减仓 |
| GOOGL | ALPHABET INC | $208.00万 | 0.44% | 7,233 | 49 | 0.7% | $1.41万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $212.24万 | 0.45% | 10,433 | 1,263 | 13.8% | $25.69万 | 加仓 |
| IEMG | ISHARES INC | $214.45万 | 0.46% | 30,745 | 993 | 3.3% | $6.93万 | 加仓 |
| IYW | ISHARES TR | $216.81万 | 0.46% | 11,951 | -695 | -5.5% | -$12.61万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $217.33万 | 0.46% | 5,215 | -87 | -1.6% | -$3.63万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $229.68万 | 0.49% | 38,421 | -1,261 | -3.2% | -$7.54万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $240.24万 | 0.51% | 8,167 | -1,572 | -16.1% | -$46.24万 | 减仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $241.52万 | 0.52% | 78,888 | -7,305 | -8.5% | -$22.36万 | 重新持有 |
| PNOV | INNOVATOR ETFS TRUST | $242.67万 | 0.52% | 59,390 | -11,423 | -16.1% | -$46.67万 | 重新持有 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $242.77万 | 0.52% | 45,467 | -3,549 | -7.2% | -$18.95万 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $244.87万 | 0.52% | 5,110 | 17 | 0.3% | $8,146 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $246.06万 | 0.53% | 20,181 | -1,570 | -7.2% | -$19.14万 | 重新持有 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $250.28万 | 0.54% | 53,160 | 53,160 | — | $250.28万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $254.19万 | 0.54% | 10,697 | 197 | 1.9% | $4.68万 | 加仓 |
| TSLA | TESLA INC | $260.37万 | 0.56% | 7,004 | -791 | -10.1% | -$29.40万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $265.70万 | 0.57% | 51,310 | -3,337 | -6.1% | -$17.28万 | 重新持有 |
| PAUG | INNOVATOR ETFS TRUST | $272.69万 | 0.58% | 63,833 | -10,707 | -14.4% | -$45.74万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $273.59万 | 0.58% | 54,272 | -1,722 | -3.1% | -$8.68万 | 重新持有 |
| PSX | PHILLIPS 66 | $288.21万 | 0.62% | 15,820 | 79 | 0.5% | $1.44万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $288.39万 | 0.62% | 34,121 | -288 | -0.8% | -$2.43万 | 减仓 |
| WFC | WELLS FARGO & CO | $290.44万 | 0.62% | 36,483 | 510 | 1.4% | $4.06万 | 加仓 |
| QUAL | ISHARES TR | $301.82万 | 0.65% | 15,736 | 388 | 2.5% | $7.44万 | 加仓 |