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 |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | $354.82万 | 0.66% | 153,401 | 13,566 | 9.7% | $31.38万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $360.06万 | 0.67% | 94,853 | 47,018 | 98.3% | $178.48万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $363.23万 | 0.67% | 61,006 | -5,205 | -7.9% | -$30.99万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $403.10万 | 0.75% | 66,104 | -307 | -0.5% | -$1.87万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $403.46万 | 0.75% | 76,471 | 5,086 | 7.1% | $26.83万 | 加仓 |
| IGEB | ISHARES TR | $412.20万 | 0.77% | 91,376 | 4,772 | 5.5% | $21.53万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $422.67万 | 0.78% | 3,662 | 90 | 2.5% | $10.39万 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $438.72万 | 0.81% | 53,922 | 2,180 | 4.2% | $17.74万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $443.71万 | 0.82% | 14,645 | 3,948 | 36.9% | $119.61万 | 加仓 |
| IVW | ISHARES TR | $471.93万 | 0.88% | 34,315 | 1,922 | 5.9% | $26.43万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $472.48万 | 0.88% | 108,343 | 5,092 | 4.9% | $22.21万 | 加仓 |
| ESGU | ISHARES TR | $496.69万 | 0.92% | 30,347 | -211 | -0.7% | -$3.45万 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $514.90万 | 0.96% | 93,482 | -800 | -0.8% | -$4.41万 | 减仓 |
| AMZN | AMAZON COM INC | $525.50万 | 0.98% | 22,048 | 1,343 | 6.5% | $32.01万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $536.91万 | 1.00% | 22,691 | 629 | 2.9% | $14.88万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $546.30万 | 1.01% | 149,548 | 22,983 | 18.2% | $83.96万 | 加仓 |
| COP | CONOCOPHILLIPS | $562.56万 | 1.04% | 54,113 | 6 | 0.0% | $624 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $573.12万 | 1.06% | 109,667 | 2,665 | 2.5% | $13.93万 | 加仓 |
| — | EXXON MOBIL CORP | $614.54万 | 1.14% | 44,949 | 56 | 0.1% | $7,656 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $633.84万 | 1.18% | 10,911 | 478 | 4.6% | $27.77万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $667.16万 | 1.24% | 98,098 | 2,473 | 2.6% | $16.82万 | 加仓 |
| CVX | CHEVRON CORPORATION | $688.34万 | 1.28% | 41,526 | -103 | -0.2% | -$1.71万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $717.93万 | 1.33% | 7,675 | -84 | -1.1% | -$7.86万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $831.70万 | 1.54% | 182,832 | 4,935 | 2.8% | $22.45万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $917.99万 | 1.70% | 13,366 | 697 | 5.5% | $47.87万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $933.38万 | 1.73% | 166,081 | -427 | -0.3% | -$2.40万 | 减仓 |
| MSFT | MICROSOFT CORP | $961.54万 | 1.79% | 25,777 | 366 | 1.4% | $13.65万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $991.95万 | 1.84% | 159,708 | 16,470 | 11.5% | $102.30万 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $1,058.18万 | 1.96% | 176,510 | -843 | -0.5% | -$5.05万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,078.13万 | 2.00% | 11,172 | -2,546 | -18.6% | -$245.70万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,166.05万 | 2.16% | 15,615 | -395 | -2.5% | -$29.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,527.20万 | 2.84% | 76,326 | 1,613 | 2.2% | $32.27万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,656.23万 | 3.08% | 22,491 | 426 | 1.9% | $31.37万 | 加仓 |
| AAPL | APPLE INC | $2,183.59万 | 4.05% | 75,463 | 393 | 0.5% | $11.37万 | 加仓 |
| IVV | ISHARES TR | $3,098.30万 | 5.75% | 41,372 | 263 | 0.6% | $19.70万 | 加仓 |