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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2,685.27万 | 5.74% | 41,109 | 166 | 0.4% | $10.84万 | 加仓 |
| AAPL | APPLE INC | $1,905.21万 | 4.07% | 75,070 | -4,704 | -5.9% | -$119.38万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,303.00万 | 2.79% | 74,713 | -7,702 | -9.3% | -$134.32万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,273.55万 | 2.72% | 22,065 | -1,062 | -4.6% | -$61.30万 | 减仓 |
| 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 |
| 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 |
| MSFT | MICROSOFT CORP | $940.63万 | 2.01% | 25,411 | 444 | 1.8% | $16.44万 | 加仓 |
| 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 |
| CVX | CHEVRON CORPORATION | $861.31万 | 1.84% | 41,629 | -788 | -1.9% | -$16.30万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $811.56万 | 1.74% | 177,897 | -1,931 | -1.1% | -$8.81万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $773.18万 | 1.65% | 7,759 | -964 | -11.1% | -$96.06万 | 减仓 |
| — | EXXON MOBIL CORP | $761.66万 | 1.63% | 44,893 | -9,008 | -16.7% | -$152.83万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $757.04万 | 1.62% | 12,669 | -226 | -1.8% | -$13.50万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $717.91万 | 1.54% | 143,238 | 17,412 | 13.8% | $87.27万 | 加仓 |
| COP | CONOCOPHILLIPS | $714.21万 | 1.53% | 54,107 | -896 | -1.6% | -$11.83万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $556.35万 | 1.19% | 95,625 | 33,289 | 53.4% | $193.68万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $537.42万 | 1.15% | 13,718 | -668 | -4.6% | -$26.17万 | 减仓 |
| 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 |
| 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 |
| VIG | VANGUARD SPECIALIZED FUNDS | $474.46万 | 1.01% | 22,062 | 94 | 0.4% | $2.02万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $450.07万 | 0.96% | 103,251 | 585 | 0.6% | $2.55万 | 加仓 |
| ESGU | ISHARES TR | $432.15万 | 0.92% | 30,558 | -217 | -0.7% | -$3.07万 | 减仓 |
| AMZN | AMAZON COM INC | $431.22万 | 0.92% | 20,705 | -4,300 | -17.2% | -$89.56万 | 减仓 |
| 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 |
| IGEB | ISHARES TR | $390.24万 | 0.83% | 86,604 | 336 | 0.4% | $1.51万 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $375.65万 | 0.80% | 51,742 | 252 | 0.5% | $1.83万 | 加仓 |
| 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 |
| IVW | ISHARES TR | $366.40万 | 0.78% | 32,393 | -858 | -2.6% | -$9.70万 | 减仓 |
| 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 |
| VGUS | VANGUARD INSTL INDEX FD | $352.09万 | 0.75% | 46,535 | 17,630 | 61.0% | $133.39万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $349.29万 | 0.75% | 71,385 | 2,958 | 4.3% | $14.47万 | 重新持有 |
| SCHZ | SCHWAB STRATEGIC TR | $324.70万 | 0.69% | 139,835 | 1,157 | 0.8% | $2.69万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $309.89万 | 0.66% | 62,327 | -515 | -0.8% | -$2.56万 | 重新持有 |
| QUAL | ISHARES TR | $301.82万 | 0.65% | 15,736 | 388 | 2.5% | $7.44万 | 加仓 |
| WFC | WELLS FARGO & CO | $290.44万 | 0.62% | 36,483 | 510 | 1.4% | $4.06万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $288.39万 | 0.62% | 34,121 | -288 | -0.8% | -$2.43万 | 减仓 |
| PSX | PHILLIPS 66 | $288.21万 | 0.62% | 15,820 | 79 | 0.5% | $1.44万 | 加仓 |
| 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 |
| PAUG | INNOVATOR ETFS TRUST | $272.69万 | 0.58% | 63,833 | -10,707 | -14.4% | -$45.74万 | 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 |
| TSLA | TESLA INC | $260.37万 | 0.56% | 7,004 | -791 | -10.1% | -$29.40万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $254.19万 | 0.54% | 10,697 | 197 | 1.9% | $4.68万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $250.28万 | 0.54% | 53,160 | 53,160 | — | $250.28万 | 新建仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $246.06万 | 0.53% | 20,181 | -1,570 | -7.2% | -$19.14万 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $244.87万 | 0.52% | 5,110 | 17 | 0.3% | $8,146 | 加仓 |
| 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 |
| PNOV | INNOVATOR ETFS TRUST | $242.67万 | 0.52% | 59,390 | -11,423 | -16.1% | -$46.67万 | 重新持有 |
| 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 |
| JPM | JPMORGAN CHASE & CO | $240.24万 | 0.51% | 8,167 | -1,572 | -16.1% | -$46.24万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $229.68万 | 0.49% | 38,421 | -1,261 | -3.2% | -$7.54万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $217.33万 | 0.46% | 5,215 | -87 | -1.6% | -$3.63万 | 减仓 |
| IYW | ISHARES TR | $216.81万 | 0.46% | 11,951 | -695 | -5.5% | -$12.61万 | 减仓 |
| IEMG | ISHARES INC | $214.45万 | 0.46% | 30,745 | 993 | 3.3% | $6.93万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $212.24万 | 0.45% | 10,433 | 1,263 | 13.8% | $25.69万 | 加仓 |
| GOOGL | ALPHABET INC | $208.00万 | 0.44% | 7,233 | 49 | 0.7% | $1.41万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $202.29万 | 0.43% | 64,742 | -160,727 | -71.3% | -$502.19万 | 减仓 |
| NET | CLOUDFLARE INC | $195.07万 | 0.42% | 9,454 | -1,707 | -15.3% | -$35.22万 | 减仓 |
| EFG | ISHARES TR | $189.18万 | 0.40% | 16,987 | 368 | 2.2% | $4.10万 | 加仓 |
| IGV | ISHARES TR | $186.36万 | 0.40% | 23,280 | 23,280 | — | $186.36万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $185.65万 | 0.40% | 9,673 | -3,500 | -26.6% | -$67.17万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $185.36万 | 0.40% | 27,147 | 15,751 | 138.2% | $107.55万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $182.26万 | 0.39% | 15,554 | 15,554 | — | $182.26万 | 新建仓 |
| MUB | ISHARES TR | $175.86万 | 0.38% | 16,567 | 396 | 2.4% | $4.20万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $169.38万 | 0.36% | 8,633 | 103 | 1.2% | $2.02万 | 加仓 |
| 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 |
| PSEP | INNOVATOR ETFS TRUST | $166.56万 | 0.36% | 38,680 | -4,915 | -11.3% | -$21.16万 | 重新持有 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $164.63万 | 0.35% | 10,680 | -100 | -0.9% | -$1.54万 | 重新持有 |
| CGBL | CAPITAL GROUP CORE BALANCED | $164.60万 | 0.35% | 47,835 | -362 | -0.8% | -$1.25万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $163.94万 | 0.35% | 22,262 | 2,533 | 12.8% | $18.65万 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $162.61万 | 0.35% | 36,212 | -303 | -0.8% | -$1.36万 | 重新持有 |
| IWM | ISHARES TR | $161.98万 | 0.35% | 6,532 | -2 | -0.0% | -$496 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $160.51万 | 0.34% | 10,973 | -263 | -2.3% | -$3.85万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $160.45万 | 0.34% | 30,897 | 20,298 | 191.5% | $105.41万 | 加仓 |
| IWD | ISHARES TR | $157.17万 | 0.34% | 7,356 | -1,217 | -14.2% | -$26.00万 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $155.15万 | 0.33% | 37,215 | 0 | 0.0% | — | 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 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $152.37万 | 0.33% | 32,166 | 200 | 0.6% | $9,474 | 重新持有 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $149.51万 | 0.32% | 45,155 | 45,155 | — | $149.51万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $148.52万 | 0.32% | 19,404 | 4,404 | 29.4% | $33.71万 | 重新持有 |
| PJUL | INNOVATOR ETFS TRUST | $147.83万 | 0.32% | 32,160 | -202 | -0.6% | -$9,285 | 重新持有 |
| SPMD | SPDR SERIES TRUST | $147.32万 | 0.31% | 24,877 | -1,949 | -7.3% | -$11.54万 | 重新持有 |
| NAPR | INNOVATOR ETFS TRUST | $146.49万 | 0.31% | 26,819 | -7,278 | -21.3% | -$39.75万 | 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 |
| IAU | ISHARES GOLD TR | $144.01万 | 0.31% | 16,335 | -6,033 | -27.0% | -$53.19万 | 减仓 |
| 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 |
| SPDW | SPDR INDEX SHS FDS | $141.25万 | 0.30% | 30,942 | 1,624 | 5.5% | $7.41万 | 加仓 |
| SBUX | STARBUCKS CORP | $140.15万 | 0.30% | 15,644 | -26 | -0.2% | -$2,329 | 减仓 |
| ICVT | ISHARES TR | $138.82万 | 0.30% | 13,638 | 52 | 0.4% | $5,293 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $136.57万 | 0.29% | 33,238 | -261 | -0.8% | -$1.07万 | 重新持有 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $135.81万 | 0.29% | 48,503 | 48,503 | — | $135.81万 | 新建仓 |
| META | META PLATFORMS INC | $134.81万 | 0.29% | 2,356 | -157 | -6.2% | -$8.98万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $134.30万 | 0.29% | 14,479 | 1 | 0.0% | $93 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $132.87万 | 0.28% | 23,932 | 10,464 | 77.7% | $58.10万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $132.37万 | 0.28% | 40,173 | -1,131 | -2.7% | -$3.73万 | 减仓 |
| CCJ | CAMECO CORP | $130.88万 | 0.28% | 12,050 | 496 | 4.3% | $5.39万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $128.31万 | 0.27% | 3,999 | 123 | 3.2% | $3.95万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $124.64万 | 0.27% | 22,848 | 2,029 | 9.7% | $11.07万 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $124.42万 | 0.27% | 25,971 | -358 | -1.4% | -$1.72万 | 重新持有 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $123.54万 | 0.26% | 47,026 | 47,026 | — | $123.54万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $120.68万 | 0.26% | 3,572 | -16 | -0.4% | -$5,406 | 减仓 |