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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -1,054,146 | -100.0% | -$5,468.13万 | 清仓 |
| XNTK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -183,652 | -100.0% | -$5,103.32万 | 清仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -53,800 | -100.0% | -$654.95万 | 清仓 |
| FNDC | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -70,285 | -100.0% | -$317.76万 | 清仓 |
| AXTI | AXT INC | $0 | 0.00% | 0 | -89,763 | -100.0% | -$146.76万 | 清仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -14,787 | -100.0% | -$124.63万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -9,113 | -100.0% | -$96.65万 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ILF | ISHARES TR | $0 | 0.00% | 0 | -26,441 | -100.0% | -$80.51万 | 清仓 |
| IWC | ISHARES TR | $0 | 0.00% | 0 | -4,256 | -100.0% | -$67.12万 | 清仓 |
| UUP | INVESCO DB US DLR INDEX TR | $0 | 0.00% | 0 | -22,963 | -100.0% | -$62.07万 | 清仓 |
| BALT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -18,519 | -100.0% | -$62.06万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -14,553 | -100.0% | -$58.10万 | 清仓 |
| FPE | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -31,316 | -100.0% | -$57.06万 | 清仓 |
| VWOB | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -7,179 | -100.0% | -$48.41万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -20,660 | -100.0% | -$44.66万 | 清仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -19,502 | -100.0% | -$42.24万 | 清仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -17,650 | -100.0% | -$41.74万 | 清仓 |
| VCRB | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -5,272 | -100.0% | -$41.07万 | 清仓 |
| — | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -9,502 | -100.0% | -$40.57万 | 清仓 |
| EMLC | VANECK ETF TRUST | $0 | 0.00% | 0 | -15,436 | -100.0% | -$39.86万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -13,000 | -100.0% | -$37.31万 | 清仓 |
| SFLR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -9,822 | -100.0% | -$36.21万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -2,262 | -100.0% | -$32.46万 | 清仓 |
| AIQ | GLOBAL X FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VPLS | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -3,428 | -100.0% | -$26.78万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -3,524 | -100.0% | -$25.97万 | 清仓 |
| IRM | IRON MTN INC DEL | $0 | 0.00% | 0 | -3,127 | -100.0% | -$25.94万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -2,484 | -100.0% | -$24.94万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -657 | -100.0% | -$22.54万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -3,525 | -100.0% | -$21.91万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,165 | -100.0% | -$21.39万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -374 | -100.0% | -$21.34万 | 清仓 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -1,705 | -100.0% | -$20.74万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -6,648 | -100.0% | -$20.58万 | 清仓 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DNN | DENISON MINES CORP | $7.06万 | 0.02% | 20,000 | -715 | -3.5% | -$2,524 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $10.17万 | 0.02% | 500 | 500 | — | $10.17万 | 新建仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $12.18万 | 0.03% | 21,330 | 405 | 1.9% | $2,313 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $14.55万 | 0.03% | 12,654 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $19.28万 | 0.04% | 10,384 | 10,384 | — | $19.28万 | 新建仓 |
| MTUM | ISHARES TR | $20.05万 | 0.04% | 836 | -62 | -6.9% | -$1.49万 | 减仓 |
| EWJ | ISHARES INC | $20.27万 | 0.04% | 2,400 | 2,400 | — | $20.27万 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $20.31万 | 0.04% | 57,706 | 21,410 | 59.0% | $7.54万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $20.33万 | 0.04% | 3,812 | 3,812 | — | $20.33万 | 新建仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $20.54万 | 0.04% | 5,274 | -1,950 | -27.0% | -$7.59万 | 重新持有 |
| NOCT | INNOVATOR ETFS TRUST | $20.91万 | 0.04% | 3,709 | -1 | -0.0% | -$56 | 重新持有 |
| JCI | JOHNSON CONTROLS INTERNATION | $20.91万 | 0.04% | 1,597 | 1,597 | — | $20.91万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.44万 | 0.05% | 7,220 | -9,932 | -57.9% | -$29.49万 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $21.55万 | 0.05% | 5,165 | 0 | 0.0% | — | 重新持有 |
| GLD | SPDR GOLD TR | $21.94万 | 0.05% | 510 | -617 | -54.7% | -$26.55万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $22.12万 | 0.05% | 1,941 | 4 | 0.2% | $456 | 加仓 |
| IYH | ISHARES TR | $22.47万 | 0.05% | 3,645 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $22.53万 | 0.05% | 1,188 | 4 | 0.3% | $758 | 加仓 |
| CELC | CELCUITY INC | $22.83万 | 0.05% | 2,000 | -475 | -19.2% | -$5.42万 | 减仓 |
| KO | COCA COLA CO | $22.92万 | 0.05% | 3,014 | -28 | -0.9% | -$2,129 | 减仓 |
| INTC | INTEL CORP | $22.99万 | 0.05% | 5,209 | 5,209 | — | $22.99万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $23.23万 | 0.05% | 4,030 | -675 | -14.3% | -$3.89万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $23.70万 | 0.05% | 691 | 2 | 0.3% | $686 | 加仓 |
| ESGE | ISHARES INC | $24.18万 | 0.05% | 5,319 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $24.19万 | 0.05% | 1,276 | -42 | -3.2% | -$7,963 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.24万 | 0.05% | 7,750 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.25万 | 0.05% | 9,765 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $24.62万 | 0.05% | 2,120 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $24.72万 | 0.05% | 5,259 | -1,131 | -17.7% | -$5.32万 | 重新持有 |
| BMAR | INNOVATOR ETFS TRUST | $25.49万 | 0.05% | 4,857 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $25.49万 | 0.05% | 8,752 | -2,179 | -19.9% | -$6.35万 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $25.50万 | 0.05% | 24,521 | -11 | -0.0% | -$114 | 减仓 |
| LIT | GLOBAL X FDS | $25.72万 | 0.05% | 3,459 | -374 | -9.8% | -$2.78万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $25.86万 | 0.06% | 3,611 | 3,611 | — | $25.86万 | 新建仓 |
| POCT | INNOVATOR ETFS TRUST | $25.87万 | 0.06% | 6,000 | -242 | -3.9% | -$1.04万 | 重新持有 |
| XLRE | SELECT SECTOR SPDR TR | $26.10万 | 0.06% | 6,393 | 6,393 | — | $26.10万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $26.12万 | 0.06% | 5,290 | -4,624 | -46.6% | -$22.83万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $26.95万 | 0.06% | 1,866 | 21 | 1.1% | $3,033 | 加仓 |
| IBDT | ISHARES TR | $27.15万 | 0.06% | 10,719 | -105 | -1.0% | -$2,660 | 减仓 |
| O | REALTY INCOME CORP | $27.28万 | 0.06% | 4,459 | -1,874 | -29.6% | -$11.47万 | 减仓 |
| CRWV | COREWEAVE INC | $27.30万 | 0.06% | 3,523 | -172 | -4.7% | -$1.33万 | 重新持有 |
| TAN | INVESCO EXCH TRADED FD TR II | $27.30万 | 0.06% | 4,900 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $27.94万 | 0.06% | 2,973 | 8 | 0.3% | $752 | 加仓 |
| FLOT | ISHARES TR | $28.40万 | 0.06% | 5,574 | -323 | -5.5% | -$1.65万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $28.41万 | 0.06% | 1,214 | -2,173 | -64.2% | -$50.85万 | 减仓 |
| MGK | VANGUARD WORLD FD | $28.91万 | 0.06% | 787 | 66 | 9.2% | $2.42万 | 加仓 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $29.47万 | 0.06% | 8,300 | 8,300 | — | $29.47万 | 新建仓 |
| PFE | PFIZER INC | $29.75万 | 0.06% | 10,596 | -63 | -0.6% | -$1,769 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $30.14万 | 0.06% | 7,546 | -235,946 | -96.9% | -$942.37万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $30.39万 | 0.06% | 6,054 | 10 | 0.2% | $502 | 加仓 |
| — | INNOVATOR ETFS TRUST | $31.06万 | 0.07% | 16,557 | 16,557 | — | $31.06万 | 新建仓 |
| BOND | PIMCO ETF TR | $31.49万 | 0.07% | 3,412 | -196 | -5.4% | -$1.81万 | 减仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $31.73万 | 0.07% | 7,871 | -2,100 | -21.1% | -$8.47万 | 重新持有 |
| INTU | INTUIT | $31.74万 | 0.07% | 734 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $31.96万 | 0.07% | 2,698 | -358 | -11.7% | -$4.24万 | 减仓 |
| QCOM | QUALCOMM INC | $32.21万 | 0.07% | 2,501 | 378 | 17.8% | $4.87万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $32.23万 | 0.07% | 3,708 | 30 | 0.8% | $2,608 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $32.31万 | 0.07% | 7,040 | 2,445 | 53.2% | $11.22万 | 重新持有 |
| SCHA | SCHWAB STRATEGIC TR | $32.55万 | 0.07% | 11,193 | 764 | 7.3% | $2.22万 | 加仓 |
| OKLO | OKLO INC | $32.63万 | 0.07% | 6,580 | 6,580 | — | $32.63万 | 新建仓 |
| LQD | ISHARES TR | $32.78万 | 0.07% | 3,007 | -6,693 | -69.0% | -$72.95万 | 减仓 |