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 |
|---|---|---|---|---|---|---|---|---|
| NAPR | INNOVATOR ETFS TRUST | $89.53万 | 0.17% | 15,124 | -11,695 | -43.6% | -$69.23万 | 减仓 |
| IJH | ISHARES TR | $91.80万 | 0.17% | 11,905 | 1 | 0.0% | $77 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $93.37万 | 0.17% | 44,769 | 597 | 1.4% | $1.25万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $95.69万 | 0.18% | 22,222 | -48 | -0.2% | -$2,067 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $98.18万 | 0.18% | 3,866 | 102 | 2.7% | $2.59万 | 加仓 |
| V | VISA INC | $98.79万 | 0.18% | 2,879 | -86 | -2.9% | -$2.95万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $98.79万 | 0.18% | 34,019 | 191 | 0.6% | $5,547 | 加仓 |
| VLU | SPDR SERIES TRUST | $99.13万 | 0.18% | 4,161 | -229 | -5.2% | -$5.46万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $102.68万 | 0.19% | 3,068 | 0 | 0.0% | — | 不变 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $102.74万 | 0.19% | 24,653 | -4,474 | -15.4% | -$18.64万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $102.80万 | 0.19% | 8,629 | -42 | -0.5% | -$5,004 | 减仓 |
| EMB | ISHARES TR | $103.49万 | 0.19% | 10,731 | 600 | 5.9% | $5.79万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $104.16万 | 0.19% | 20,923 | 62 | 0.3% | $3,086 | 加仓 |
| LRCX | LAM RESEARCH CORP | $104.92万 | 0.19% | 2,421 | 280 | 13.1% | $12.13万 | 加仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $105.73万 | 0.20% | 42,142 | 26,551 | 170.3% | $66.62万 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $106.50万 | 0.20% | 24,745 | -1,286 | -4.9% | -$5.53万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $106.64万 | 0.20% | 2,233 | 50 | 2.3% | $2.39万 | 加仓 |
| IUSB | ISHARES TR | $106.66万 | 0.20% | 23,112 | -2,732 | -10.6% | -$12.61万 | 减仓 |
| GOOG | ALPHABET INC | $108.71万 | 0.20% | 3,077 | 160 | 5.5% | $5.65万 | 加仓 |
| VLUE | ISHARES TR | $109.70万 | 0.20% | 5,490 | 2 | 0.0% | $400 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $109.78万 | 0.20% | 37,302 | 40 | 0.1% | $1,177 | 加仓 |
| HD | HOME DEPOT INC | $110.66万 | 0.21% | 3,138 | 426 | 15.7% | $15.02万 | 加仓 |
| USMV | ISHARES TR | $111.45万 | 0.21% | 11,554 | -453 | -3.8% | -$4.37万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $116.68万 | 0.22% | 6,605 | -95 | -1.4% | -$1.68万 | 减仓 |
| VO | VANGUARD INDEX FDS | $118.10万 | 0.22% | 14,659 | 523 | 3.7% | $4.21万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $118.87万 | 0.22% | 8,123 | -1 | -0.0% | -$146 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $120.27万 | 0.22% | 6,648 | 37 | 0.6% | $6,694 | 加仓 |
| IAU | ISHARES GOLD TR | $120.38万 | 0.22% | 15,943 | -392 | -2.4% | -$2.96万 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $120.80万 | 0.22% | 23,101 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $121.25万 | 0.23% | 11,673 | 128 | 1.1% | $1.33万 | 加仓 |
| ITOT | ISHARES TR | $122.09万 | 0.23% | 7,432 | 1 | 0.0% | $164 | 加仓 |
| CCJ | CAMECO CORP | $122.36万 | 0.23% | 12,012 | -38 | -0.3% | -$3,871 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $123.98万 | 0.23% | 1,268 | 3 | 0.2% | $2,933 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $128.62万 | 0.24% | 25,048 | -923 | -3.6% | -$4.74万 | 减仓 |
| IWF | ISHARES TR | $130.45万 | 0.24% | 10,506 | -170 | -1.6% | -$2.11万 | 减仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $130.93万 | 0.24% | 29,738 | -3,500 | -10.5% | -$15.41万 | 减仓 |
| TOPT | ISHARES TR | $131.70万 | 0.24% | 40,005 | 1,634 | 4.3% | $5.38万 | 加仓 |
| META | META PLATFORMS INC | $134.68万 | 0.25% | 2,391 | 35 | 1.5% | $1.97万 | 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 |
| IXN | ISHARES TR | $135.93万 | 0.25% | 9,408 | 2 | 0.0% | $289 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $135.99万 | 0.25% | 14,479 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $138.47万 | 0.26% | 22,615 | -233 | -1.0% | -$1.43万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $142.93万 | 0.27% | 12,251 | 1,278 | 11.6% | $14.91万 | 加仓 |
| INTC | INTEL CORP | $144.19万 | 0.27% | 10,327 | 5,118 | 98.3% | $71.46万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $148.25万 | 0.28% | 4,006 | 7 | 0.2% | $2,590 | 加仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $148.58万 | 0.28% | 36,071 | -500 | -1.4% | -$2.06万 | 减仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $150.75万 | 0.28% | 40,485 | 5,550 | 15.9% | $20.67万 | 加仓 |
| AVGO | BROADCOM INC | $150.79万 | 0.28% | 3,992 | 119 | 3.1% | $4.49万 | 加仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $153.02万 | 0.28% | 42,970 | -2,693 | -5.9% | -$9.59万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $153.04万 | 0.28% | 31,355 | -805 | -2.5% | -$3.93万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $158.42万 | 0.29% | 31,440 | 498 | 1.6% | $2.51万 | 加仓 |
| SBUX | STARBUCKS CORP | $159.50万 | 0.30% | 15,609 | -35 | -0.2% | -$3,577 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $162.27万 | 0.30% | 22,105 | -157 | -0.7% | -$1.15万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $163.31万 | 0.30% | 34,187 | -100 | -0.3% | -$4,777 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $164.64万 | 0.31% | 37,215 | 0 | 0.0% | — | 不变 |
| PSEP | INNOVATOR ETFS TRUST | $165.00万 | 0.31% | 35,831 | -2,849 | -7.4% | -$13.12万 | 减仓 |
| IWD | ISHARES TR | $165.72万 | 0.31% | 6,836 | -520 | -7.1% | -$12.61万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $166.10万 | 0.31% | 32,896 | 730 | 2.3% | $3.69万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $166.32万 | 0.31% | 45,706 | 551 | 1.2% | $2.01万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $169.07万 | 0.31% | 25,026 | 149 | 0.6% | $1.01万 | 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 |
| ICVT | ISHARES TR | $172.64万 | 0.32% | 14,181 | 543 | 4.0% | $6.61万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $173.30万 | 0.32% | 19,720 | 316 | 1.6% | $2.78万 | 加仓 |
| MUB | ISHARES TR | $174.32万 | 0.32% | 16,198 | -369 | -2.2% | -$3.97万 | 减仓 |
| CAT | CATERPILLAR INC | $175.58万 | 0.33% | 1,649 | 388 | 30.8% | $41.31万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $179.06万 | 0.33% | 8,216 | -417 | -4.8% | -$9.09万 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $180.18万 | 0.33% | 38,550 | 2,338 | 6.5% | $10.93万 | 加仓 |
| IWM | ISHARES TR | $197.49万 | 0.37% | 6,573 | 41 | 0.6% | $1.23万 | 加仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $198.96万 | 0.37% | 84,996 | 42,354 | 99.3% | $99.14万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $199.75万 | 0.37% | 9,388 | -285 | -2.9% | -$6.06万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $204.87万 | 0.38% | 25,274 | -1,873 | -6.9% | -$15.18万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $206.95万 | 0.38% | 10,680 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $210.42万 | 0.39% | 23,225 | -55 | -0.2% | -$4,983 | 减仓 |
| EFG | ISHARES TR | $218.23万 | 0.41% | 17,540 | 553 | 3.3% | $6.88万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $223.58万 | 0.42% | 66,175 | 1,433 | 2.2% | $4.84万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $223.61万 | 0.42% | 37,436 | -985 | -2.6% | -$5.88万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $236.11万 | 0.44% | 44,786 | 4,613 | 11.5% | $24.32万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $241.65万 | 0.45% | 54,488 | -4,902 | -8.3% | -$21.74万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $252.56万 | 0.47% | 5,047 | -63 | -1.2% | -$3.15万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $255.31万 | 0.47% | 5,198 | -17 | -0.3% | -$8,350 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $260.19万 | 0.48% | 44,484 | -983 | -2.2% | -$5.75万 | 减仓 |
| NET | CLOUDFLARE INC | $265.96万 | 0.49% | 10,843 | 1,389 | 14.7% | $34.07万 | 加仓 |
| IEMG | ISHARES INC | $266.89万 | 0.50% | 32,217 | 1,472 | 4.8% | $12.19万 | 加仓 |
| PSX | PHILLIPS 66 | $270.75万 | 0.50% | 16,016 | 196 | 1.2% | $3.31万 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $273.76万 | 0.51% | 78,575 | -313 | -0.4% | -$1.09万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $274.26万 | 0.51% | 60,091 | -3,742 | -5.9% | -$17.08万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $276.17万 | 0.51% | 8,437 | 270 | 3.3% | $8.84万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $282.28万 | 0.52% | 20,181 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $284.53万 | 0.53% | 7,962 | 729 | 10.1% | $26.05万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $286.81万 | 0.53% | 50,759 | -551 | -1.1% | -$3.11万 | 减仓 |
| TSLA | TESLA INC | $291.98万 | 0.54% | 6,942 | -62 | -0.9% | -$2.61万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $292.26万 | 0.54% | 53,052 | -1,220 | -2.2% | -$6.72万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $295.24万 | 0.55% | 15,719 | 10,950 | 229.6% | $205.66万 | 加仓 |
| WFC | WELLS FARGO & CO | $300.31万 | 0.56% | 36,339 | -144 | -0.4% | -$1.19万 | 减仓 |
| IYW | ISHARES TR | $302.27万 | 0.56% | 11,984 | 33 | 0.3% | $8,324 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $304.44万 | 0.57% | 30,880 | -3,241 | -9.5% | -$31.95万 | 减仓 |
| VGUS | VANGUARD INSTL INDEX FD | $321.37万 | 0.60% | 42,476 | -4,059 | -8.7% | -$30.71万 | 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 |
| QUAL | ISHARES TR | $340.67万 | 0.63% | 15,525 | -211 | -1.3% | -$4.63万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $343.60万 | 0.64% | 87,497 | 39,801 | 83.4% | $156.30万 | 加仓 |