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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $119.88万 | 0.26% | 3,873 | -328 | -7.8% | -$10.15万 | 减仓 |
| IUSB | ISHARES TR | $119.37万 | 0.26% | 25,844 | 3,462 | 15.5% | $15.99万 | 加仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $117.88万 | 0.25% | 29,127 | -4,653 | -13.8% | -$18.83万 | 重新持有 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $117.45万 | 0.25% | 34,935 | 0 | 0.0% | — | 重新持有 |
| IWF | ISHARES TR | $113.80万 | 0.24% | 2,669 | -545 | -17.0% | -$23.24万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $113.24万 | 0.24% | 1,265 | 2 | 0.2% | $1,790 | 加仓 |
| EFA | ISHARES TR | $112.14万 | 0.24% | 11,545 | -458 | -3.8% | -$4.45万 | 减仓 |
| USMV | ISHARES TR | $111.36万 | 0.24% | 12,007 | -2,739 | -18.6% | -$25.40万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $111.02万 | 0.24% | 6,700 | -1,851 | -21.6% | -$30.67万 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $110.15万 | 0.24% | 23,101 | 8,493 | 58.1% | $40.49万 | 重新持有 |
| TOPT | ISHARES TR | $109.82万 | 0.23% | 38,371 | -5,164 | -11.9% | -$14.78万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $109.31万 | 0.23% | 6,611 | -806 | -10.9% | -$13.33万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $106.88万 | 0.23% | 26,031 | -2,888 | -10.0% | -$11.86万 | 重新持有 |
| ITOT | ISHARES TR | $105.84万 | 0.23% | 7,431 | 1 | 0.0% | $142 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $104.19万 | 0.22% | 8,124 | -63 | -0.8% | -$8,080 | 重新持有 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $103.91万 | 0.22% | 20,861 | -2,290 | -9.9% | -$11.41万 | 减仓 |
| VO | VANGUARD INDEX FDS | $101.49万 | 0.22% | 3,534 | 25 | 0.7% | $7,180 | 加仓 |
| SPBO | SPDR SERIES TRUST | $98.20万 | 0.21% | 33,828 | -578 | -1.7% | -$1.68万 | 重新持有 |
| SCHX | SCHWAB STRATEGIC TR | $95.54万 | 0.20% | 37,262 | 44 | 0.1% | $1,128 | 加仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $95.43万 | 0.20% | 42,642 | -93,374 | -68.6% | -$208.97万 | 减仓 |
| EMB | ISHARES TR | $95.16万 | 0.20% | 10,131 | -4,970 | -32.9% | -$46.68万 | 减仓 |
| VLU | SPDR SERIES TRUST | $94.38万 | 0.20% | 4,390 | -140 | -3.1% | -$3.01万 | 重新持有 |
| EFV | ISHARES TR | $94.29万 | 0.20% | 12,682 | 1,808 | 16.6% | $13.44万 | 加仓 |
| IXN | ISHARES TR | $94.03万 | 0.20% | 9,406 | 0 | 0.0% | — | 不变 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $92.58万 | 0.20% | 44,172 | 558 | 1.3% | $1.17万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $92.00万 | 0.20% | 3,764 | -95 | -2.5% | -$2.32万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $90.59万 | 0.19% | 35,359 | -2,814 | -7.4% | -$7.21万 | 重新持有 |
| V | VISA INC | $89.62万 | 0.19% | 2,965 | -919 | -23.7% | -$27.78万 | 减仓 |
| CAT | CATERPILLAR INC | $89.33万 | 0.19% | 1,261 | -220 | -14.9% | -$15.58万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $89.30万 | 0.19% | 22,270 | -900 | -3.9% | -$3.61万 | 重新持有 |
| HD | HOME DEPOT INC | $89.19万 | 0.19% | 2,712 | -1 | -0.0% | -$329 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $86.63万 | 0.19% | 9,380 | -998 | -9.6% | -$9.22万 | 重新持有 |
| XLE | SELECT SECTOR SPDR TR | $85.28万 | 0.18% | 13,921 | 8,963 | 180.8% | $54.91万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $84.95万 | 0.18% | 13,553 | 6,579 | 94.3% | $41.24万 | 加仓 |
| SHOP | SHOPIFY INC | $84.46万 | 0.18% | 7,120 | 565 | 8.6% | $6.70万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $83.78万 | 0.18% | 8,671 | -625 | -6.7% | -$6.04万 | 重新持有 |
| GOOG | ALPHABET INC | $83.67万 | 0.18% | 2,917 | -129 | -4.2% | -$3.70万 | 减仓 |
| — | BELPOINTE PREP LLC | $82.77万 | 0.18% | 15,558 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $81.05万 | 0.17% | 6,522 | 401 | 6.6% | $4.98万 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $80.46万 | 0.17% | 18,918 | -30,281 | -61.5% | -$128.79万 | 减仓 |
| IJH | ISHARES TR | $80.39万 | 0.17% | 11,904 | -486 | -3.9% | -$3.28万 | 减仓 |
| VLUE | ISHARES TR | $78.03万 | 0.17% | 5,488 | 3 | 0.1% | $427 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $77.58万 | 0.17% | 16,818 | -316 | -1.8% | -$1.46万 | 重新持有 |
| VUG | VANGUARD INDEX FDS | $77.13万 | 0.16% | 1,766 | 224 | 14.5% | $9.78万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $76.75万 | 0.16% | 32,913 | -1,666 | -4.8% | -$3.89万 | 重新持有 |
| NLR | VANECK ETF TRUST | $76.14万 | 0.16% | 5,716 | 5,716 | — | $76.14万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $74.96万 | 0.16% | 13,225 | 13,225 | — | $74.96万 | 新建仓 |
| AMGN | AMGEN INC | $74.72万 | 0.16% | 2,124 | -52 | -2.4% | -$1.83万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $73.77万 | 0.16% | 2,183 | -70 | -3.1% | -$2.37万 | 减仓 |
| — | VANECK ETF TRUST | $72.01万 | 0.15% | 2,870 | -778 | -21.3% | -$19.52万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.15% | 1 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $70.66万 | 0.15% | 23,031 | 2,503 | 12.2% | $7.68万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $69.26万 | 0.15% | 26,108 | 1,690 | 6.9% | $4.48万 | 加仓 |
| HYDB | ISHARES TR | $69.05万 | 0.15% | 14,843 | 178 | 1.2% | $8,280 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $68.67万 | 0.15% | 13,568 | 8,899 | 190.6% | $45.04万 | 加仓 |
| MO | ALTRIA GROUP INC | $68.38万 | 0.15% | 10,363 | -3,392 | -24.7% | -$22.38万 | 减仓 |
| ABBV | ABBVIE INC | $68.03万 | 0.15% | 3,128 | -1,025 | -24.7% | -$22.29万 | 减仓 |
| DIS | DISNEY WALT CO | $67.01万 | 0.14% | 6,953 | -916 | -11.6% | -$8.83万 | 减仓 |
| DVY | ISHARES TR | $66.92万 | 0.14% | 4,420 | -148 | -3.2% | -$2.24万 | 减仓 |
| VV | VANGUARD INDEX FDS | $66.52万 | 0.14% | 2,226 | -160 | -6.7% | -$4.78万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $66.26万 | 0.14% | 3,068 | 0 | 0.0% | — | 重新持有 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $66.16万 | 0.14% | 15,786 | 1,440 | 10.0% | $6.04万 | 重新持有 |
| VYM | VANGUARD WHITEHALL FDS | $64.72万 | 0.14% | 4,370 | -1 | -0.0% | -$148 | 减仓 |
| IR | INGERSOLL RAND INC | $64.43万 | 0.14% | 8,042 | 0 | 0.0% | — | 不变 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $62.69万 | 0.13% | 16,449 | 1,588 | 10.7% | $6.05万 | 重新持有 |
| IVE | ISHARES TR | $62.03万 | 0.13% | 2,938 | 743 | 33.8% | $15.69万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $61.38万 | 0.13% | 2,905 | 5 | 0.2% | $1,056 | 加仓 |
| — | FIRST TR EXCH TRADED FD III | $61.30万 | 0.13% | 7,462 | 7,462 | — | $61.30万 | 新建仓 |
| NFLX | NETFLIX INC. | $61.28万 | 0.13% | 6,373 | 184 | 3.0% | $1.77万 | 加仓 |
| DAL | DELTA AIR LINES INC | $61.19万 | 0.13% | 9,205 | 27 | 0.3% | $1,795 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $61.17万 | 0.13% | 5,125 | -133 | -2.5% | -$1.59万 | 重新持有 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $60.56万 | 0.13% | 14,852 | -910 | -5.8% | -$3.71万 | 重新持有 |
| FDMO | FIDELITY COVINGTON TRUST | $59.75万 | 0.13% | 7,460 | 85 | 1.2% | $6,808 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $59.73万 | 0.13% | 13,359 | 13,359 | — | $59.73万 | 新建仓 |
| BAPR | INNOVATOR ETFS TRUST | $59.24万 | 0.13% | 12,095 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $57.26万 | 0.12% | 14,553 | -226 | -1.5% | -$8,892 | 重新持有 |
| FESM | FIDELITY COVINGTON TRUST | $57.15万 | 0.12% | 15,040 | 473 | 3.2% | $1.80万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $57.08万 | 0.12% | 11,441 | 60 | 0.5% | $2,993 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $56.51万 | 0.12% | 1,868 | -10 | -0.5% | -$3,025 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $56.47万 | 0.12% | 5,700 | 21 | 0.4% | $2,081 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $54.65万 | 0.12% | 11,621 | -97 | -0.8% | -$4,562 | 重新持有 |
| RTX | RTX CORPORATION | $54.45万 | 0.12% | 2,823 | 538 | 23.5% | $10.38万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $54.26万 | 0.12% | 898 | 4 | 0.4% | $2,417 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $53.81万 | 0.12% | 8,139 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $52.35万 | 0.11% | 1,130 | -179 | -13.7% | -$8.29万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $51.08万 | 0.11% | 5,099 | 2,488 | 95.3% | $24.93万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $50.66万 | 0.11% | 13,387 | 144 | 1.1% | $5,449 | 加仓 |
| ORCL | ORACLE CORP | $50.02万 | 0.11% | 3,400 | 1,374 | 67.8% | $20.21万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $49.96万 | 0.11% | 3,935 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $49.73万 | 0.11% | 20,941 | 400 | 1.9% | $9,500 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $49.34万 | 0.11% | 12,697 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $49.31万 | 0.11% | 1,587 | -84 | -5.0% | -$2.61万 | 减仓 |
| BCAL | CALIFORNIA BANCORP | $49.30万 | 0.11% | 27,824 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $49.06万 | 0.10% | 3,947 | -176 | -4.3% | -$2.19万 | 减仓 |
| CMI | CUMMINS INC | $48.97万 | 0.10% | 910 | 3 | 0.3% | $1,614 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $48.11万 | 0.10% | 12,088 | -1,438 | -10.6% | -$5.72万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $46.71万 | 0.10% | 1,428 | -98 | -6.4% | -$3.21万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $46.65万 | 0.10% | 9,551 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO EXCHANGE TRADED FD T | $46.62万 | 0.10% | 9,975 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $45.75万 | 0.10% | 2,141 | -208 | -8.9% | -$4.44万 | 减仓 |