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 |
|---|---|---|---|---|---|---|---|---|
| FDEC | FIRST TR EXCHNG TRADED FD VI | $309.89万 | 0.66% | 62,327 | -515 | -0.8% | -$2.56万 | 重新持有 |
| SCHZ | SCHWAB STRATEGIC TR | $324.70万 | 0.69% | 139,835 | 1,157 | 0.8% | $2.69万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $349.29万 | 0.75% | 71,385 | 2,958 | 4.3% | $14.47万 | 重新持有 |
| VGUS | VANGUARD INSTL INDEX FD | $352.09万 | 0.75% | 46,535 | 17,630 | 61.0% | $133.39万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $362.31万 | 0.77% | 66,211 | -11,209 | -14.5% | -$61.34万 | 重新持有 |
| IVW | ISHARES TR | $366.40万 | 0.78% | 32,393 | -858 | -2.6% | -$9.70万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $370.91万 | 0.79% | 66,411 | -1,331 | -2.0% | -$7.43万 | 重新持有 |
| FQAL | FIDELITY COVINGTON TRUST | $375.65万 | 0.80% | 51,742 | 252 | 0.5% | $1.83万 | 加仓 |
| IGEB | ISHARES TR | $390.24万 | 0.83% | 86,604 | 336 | 0.4% | $1.51万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $427.41万 | 0.91% | 126,565 | 34,065 | 36.8% | $115.04万 | 重新持有 |
| AMZN | AMAZON COM INC | $431.22万 | 0.92% | 20,705 | -4,300 | -17.2% | -$89.56万 | 减仓 |
| ESGU | ISHARES TR | $432.15万 | 0.92% | 30,558 | -217 | -0.7% | -$3.07万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $450.07万 | 0.96% | 103,251 | 585 | 0.6% | $2.55万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $474.46万 | 1.01% | 22,062 | 94 | 0.4% | $2.02万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $474.52万 | 1.01% | 94,282 | -9,832 | -9.4% | -$49.48万 | 重新持有 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $518.85万 | 1.11% | 107,002 | -13,000 | -10.8% | -$63.04万 | 重新持有 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $537.42万 | 1.15% | 13,718 | -668 | -4.6% | -$26.17万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $556.35万 | 1.19% | 95,625 | 33,289 | 53.4% | $193.68万 | 加仓 |
| COP | CONOCOPHILLIPS | $714.21万 | 1.53% | 54,107 | -896 | -1.6% | -$11.83万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $717.91万 | 1.54% | 143,238 | 17,412 | 13.8% | $87.27万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $757.04万 | 1.62% | 12,669 | -226 | -1.8% | -$13.50万 | 减仓 |
| — | EXXON MOBIL CORP | $761.66万 | 1.63% | 44,893 | -9,008 | -16.7% | -$152.83万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $773.18万 | 1.65% | 7,759 | -964 | -11.1% | -$96.06万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $811.56万 | 1.74% | 177,897 | -1,931 | -1.1% | -$8.81万 | 减仓 |
| CVX | CHEVRON CORPORATION | $861.31万 | 1.84% | 41,629 | -788 | -1.9% | -$16.30万 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $879.16万 | 1.88% | 166,508 | -11,285 | -6.3% | -$59.58万 | 重新持有 |
| MSFT | MICROSOFT CORP | $940.63万 | 2.01% | 25,411 | 444 | 1.8% | $16.44万 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $1,002.10万 | 2.14% | 177,353 | -26,035 | -12.8% | -$147.11万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,041.20万 | 2.23% | 16,010 | -113 | -0.7% | -$7.35万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,273.55万 | 2.72% | 22,065 | -1,062 | -4.6% | -$61.30万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,303.00万 | 2.79% | 74,713 | -7,702 | -9.3% | -$134.32万 | 减仓 |
| AAPL | APPLE INC | $1,905.21万 | 4.07% | 75,070 | -4,704 | -5.9% | -$119.38万 | 减仓 |
| IVV | ISHARES TR | $2,685.27万 | 5.74% | 41,109 | 166 | 0.4% | $10.84万 | 加仓 |