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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $130.45万 | 0.24% | 10,506 | -170 | -1.6% | -$2.11万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $128.62万 | 0.24% | 25,048 | -923 | -3.6% | -$4.74万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $123.98万 | 0.23% | 1,268 | 3 | 0.2% | $2,933 | 加仓 |
| CCJ | CAMECO CORP | $122.36万 | 0.23% | 12,012 | -38 | -0.3% | -$3,871 | 减仓 |
| ITOT | ISHARES TR | $122.09万 | 0.23% | 7,432 | 1 | 0.0% | $164 | 加仓 |
| EFA | ISHARES TR | $121.25万 | 0.23% | 11,673 | 128 | 1.1% | $1.33万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $120.80万 | 0.22% | 23,101 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $120.38万 | 0.22% | 15,943 | -392 | -2.4% | -$2.96万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $120.27万 | 0.22% | 6,648 | 37 | 0.6% | $6,694 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $118.87万 | 0.22% | 8,123 | -1 | -0.0% | -$146 | 减仓 |
| VO | VANGUARD INDEX FDS | $118.10万 | 0.22% | 14,659 | 523 | 3.7% | $4.21万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $116.68万 | 0.22% | 6,605 | -95 | -1.4% | -$1.68万 | 减仓 |
| USMV | ISHARES TR | $111.45万 | 0.21% | 11,554 | -453 | -3.8% | -$4.37万 | 减仓 |
| HD | HOME DEPOT INC | $110.66万 | 0.21% | 3,138 | 426 | 15.7% | $15.02万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $109.78万 | 0.20% | 37,302 | 40 | 0.1% | $1,177 | 加仓 |
| VLUE | ISHARES TR | $109.70万 | 0.20% | 5,490 | 2 | 0.0% | $400 | 加仓 |
| GOOG | ALPHABET INC | $108.71万 | 0.20% | 3,077 | 160 | 5.5% | $5.65万 | 加仓 |
| IUSB | ISHARES TR | $106.66万 | 0.20% | 23,112 | -2,732 | -10.6% | -$12.61万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $106.64万 | 0.20% | 2,233 | 50 | 2.3% | $2.39万 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $106.50万 | 0.20% | 24,745 | -1,286 | -4.9% | -$5.53万 | 减仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $105.73万 | 0.20% | 42,142 | 26,551 | 170.3% | $66.62万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $104.92万 | 0.19% | 2,421 | 280 | 13.1% | $12.13万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $104.16万 | 0.19% | 20,923 | 62 | 0.3% | $3,086 | 加仓 |
| EMB | ISHARES TR | $103.49万 | 0.19% | 10,731 | 600 | 5.9% | $5.79万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $102.80万 | 0.19% | 8,629 | -42 | -0.5% | -$5,004 | 减仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $102.74万 | 0.19% | 24,653 | -4,474 | -15.4% | -$18.64万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $102.68万 | 0.19% | 3,068 | 0 | 0.0% | — | 不变 |
| VLU | SPDR SERIES TRUST | $99.13万 | 0.18% | 4,161 | -229 | -5.2% | -$5.46万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $98.79万 | 0.18% | 34,019 | 191 | 0.6% | $5,547 | 加仓 |
| V | VISA INC | $98.79万 | 0.18% | 2,879 | -86 | -2.9% | -$2.95万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $98.18万 | 0.18% | 3,866 | 102 | 2.7% | $2.59万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $95.69万 | 0.18% | 22,222 | -48 | -0.2% | -$2,067 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $93.37万 | 0.17% | 44,769 | 597 | 1.4% | $1.25万 | 加仓 |
| IJH | ISHARES TR | $91.80万 | 0.17% | 11,905 | 1 | 0.0% | $77 | 加仓 |
| NAPR | INNOVATOR ETFS TRUST | $89.53万 | 0.17% | 15,124 | -11,695 | -43.6% | -$69.23万 | 减仓 |
| DAL | DELTA AIR LINES INC | $89.46万 | 0.17% | 9,551 | 346 | 3.8% | $3.24万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $87.67万 | 0.16% | 10,178 | -418 | -3.9% | -$3.60万 | 减仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $87.28万 | 0.16% | 19,070 | 5,711 | 42.8% | $26.14万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $86.92万 | 0.16% | 34,059 | -1,300 | -3.7% | -$3.32万 | 减仓 |
| ABBV | ABBVIE INC | $85.54万 | 0.16% | 3,399 | 271 | 8.7% | $6.82万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $84.98万 | 0.16% | 8,779 | -601 | -6.4% | -$5.82万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $84.93万 | 0.16% | 9,452 | -4,101 | -30.3% | -$36.85万 | 减仓 |
| EFV | ISHARES TR | $84.83万 | 0.16% | 11,081 | -1,601 | -12.6% | -$12.26万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $83.37万 | 0.15% | 26,291 | 3,260 | 14.2% | $10.34万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $83.21万 | 0.15% | 16,813 | -5 | -0.0% | -$247 | 减仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $82.31万 | 0.15% | 18,080 | -838 | -4.4% | -$3.81万 | 减仓 |
| ARTY | ISHARES TR | $81.32万 | 0.15% | 10,677 | 2,358 | 28.3% | $17.96万 | 加仓 |
| SHOP | SHOPIFY INC | $81.02万 | 0.15% | 7,096 | -24 | -0.3% | -$2,740 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $80.06万 | 0.15% | 15,831 | 2,263 | 16.7% | $11.44万 | 加仓 |
| AMGN | AMGEN INC | $76.74万 | 0.14% | 2,119 | -5 | -0.2% | -$1,811 | 减仓 |
| VV | VANGUARD INDEX FDS | $76.34万 | 0.14% | 2,220 | -6 | -0.3% | -$2,063 | 减仓 |
| SPHY | SPDR SERIES TRUST | $75.97万 | 0.14% | 32,409 | -504 | -1.5% | -$1.18万 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $74.91万 | 0.14% | 7,977 | 515 | 6.9% | $4.84万 | 加仓 |
| MO | ALTRIA GROUP INC | $74.89万 | 0.14% | 10,409 | 46 | 0.4% | $3,310 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.14% | 1 | 0 | 0.0% | — | 不变 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $73.95万 | 0.14% | 5,125 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $73.70万 | 0.14% | 6,507 | -15 | -0.2% | -$1,699 | 减仓 |
| FDMO | FIDELITY COVINGTON TRUST | $73.53万 | 0.14% | 7,460 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $72.45万 | 0.13% | 3,819 | 996 | 35.3% | $18.90万 | 加仓 |
| HYDB | ISHARES TR | $72.41万 | 0.13% | 15,482 | 639 | 4.3% | $2.99万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $71.07万 | 0.13% | 15,786 | 0 | 0.0% | — | 不变 |
| FESM | FIDELITY COVINGTON TRUST | $70.96万 | 0.13% | 14,694 | -346 | -2.3% | -$1.67万 | 减仓 |
| — | BELPOINTE PREP LLC | $70.46万 | 0.13% | 15,558 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $69.09万 | 0.13% | 4,421 | 1 | 0.0% | $156 | 加仓 |
| CAH | CARDINAL HEALTH INC | $69.09万 | 0.13% | 2,908 | 3 | 0.1% | $713 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $68.63万 | 0.13% | 4,343 | -27 | -0.6% | -$4,267 | 减仓 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $68.49万 | 0.13% | 16,712 | 8,412 | 101.3% | $34.47万 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $67.17万 | 0.12% | 16,398 | -51 | -0.3% | -$2,089 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $67.17万 | 0.12% | 3,931 | 3,931 | — | $67.17万 | 新建仓 |
| DIS | DISNEY WALT CO | $66.48万 | 0.12% | 6,907 | -46 | -0.7% | -$4,428 | 减仓 |
| IR | INGERSOLL RAND INC | $66.12万 | 0.12% | 8,064 | 22 | 0.3% | $1,804 | 加仓 |
| — | VANECK ETF TRUST | $65.48万 | 0.12% | 2,560 | -310 | -10.8% | -$7.93万 | 减仓 |
| IVE | ISHARES TR | $65.11万 | 0.12% | 2,867 | -71 | -2.4% | -$1.61万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $64.53万 | 0.12% | 26,008 | -100 | -0.4% | -$2,481 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $64.42万 | 0.12% | 12,095 | 0 | 0.0% | — | 不变 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $64.31万 | 0.12% | 14,788 | -64 | -0.4% | -$2,783 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $63.81万 | 0.12% | 11,297 | -1,928 | -14.6% | -$10.89万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $63.72万 | 0.12% | 1,884 | 16 | 0.9% | $5,411 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $63.69万 | 0.12% | 9,975 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $62.80万 | 0.12% | 3,935 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $62.16万 | 0.12% | 872 | -38 | -4.2% | -$2.71万 | 减仓 |
| LLY | ELI LILLY & CO | $62.12万 | 0.12% | 518 | 40 | 8.4% | $4.80万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $61.79万 | 0.11% | 14,033 | 7,640 | 119.5% | $33.64万 | 加仓 |
| IJR | ISHARES TR | $61.72万 | 0.11% | 4,162 | 215 | 5.4% | $3.19万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $60.95万 | 0.11% | 14,482 | -71 | -0.5% | -$2,988 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $59.04万 | 0.11% | 1,130 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $58.93万 | 0.11% | 2,180 | 593 | 37.4% | $16.03万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $58.31万 | 0.11% | 11,529 | 88 | 0.8% | $4,451 | 加仓 |
| BCAL | CALIFORNIA BANCORP | $57.99万 | 0.11% | 27,824 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $56.32万 | 0.10% | 12,697 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $55.75万 | 0.10% | 245 | 245 | — | $55.75万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $54.96万 | 0.10% | 20,941 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $54.31万 | 0.10% | 19,933 | 19,933 | — | $54.31万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $53.00万 | 0.10% | 1,430 | 2 | 0.1% | $741 | 加仓 |
| ORCL | ORACLE CORP | $52.06万 | 0.10% | 3,552 | 152 | 4.5% | $2.23万 | 加仓 |
| BAUG | INNOVATOR ETFS TRUST | $51.21万 | 0.10% | 9,551 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $50.57万 | 0.09% | 10,497 | -1,124 | -9.7% | -$5.42万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $50.35万 | 0.09% | 30,166 | 0 | 0.0% | — | 不变 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $50.23万 | 0.09% | 10,701 | -42,459 | -79.9% | -$199.30万 | 减仓 |
| IFRA | ISHARES TR | $50.17万 | 0.09% | 7,958 | 2 | 0.0% | $126 | 加仓 |