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 |
|---|---|---|---|---|---|---|---|---|
| IFRA | ISHARES TR | $45.51万 | 0.10% | 7,956 | 173 | 2.2% | $9,896 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $45.01万 | 0.10% | 4,769 | 4,769 | — | $45.01万 | 新建仓 |
| IRT | INDEPENDENCE RLTY TR INC | $44.92万 | 0.10% | 30,166 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $44.32万 | 0.09% | 20,660 | 20,660 | — | $44.32万 | 新建仓 |
| LLY | ELI LILLY & CO | $43.98万 | 0.09% | 478 | 1 | 0.2% | $920 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $43.82万 | 0.09% | 10,091 | -62,453 | -86.1% | -$271.23万 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $43.58万 | 0.09% | 21,000 | 0 | 0.0% | — | 不变 |
| NJUL | INNOVATOR ETFS TRUST | $43.56万 | 0.09% | 6,100 | -3,710 | -37.8% | -$26.49万 | 减仓 |
| IAUM | ISHARES GOLD TR | $41.99万 | 0.09% | 8,992 | 8,992 | — | $41.99万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $41.19万 | 0.09% | 4,012 | -33 | -0.8% | -$3,388 | 减仓 |
| STIP | ISHARES TR | $40.58万 | 0.09% | 3,924 | -11 | -0.3% | -$1,138 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $40.26万 | 0.09% | 10,401 | 0 | 0.0% | — | 重新持有 |
| BMY | BRISTOL-MYERS SQUIBB CO | $40.16万 | 0.09% | 6,621 | -677 | -9.3% | -$4.11万 | 减仓 |
| NJAN | INNOVATOR ETFS TRUST | $39.87万 | 0.09% | 7,471 | 193 | 2.7% | $1.03万 | 重新持有 |
| CORP | PIMCO ETF TR | $39.71万 | 0.08% | 4,102 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $38.71万 | 0.08% | 8,319 | 53 | 0.6% | $2,466 | 加仓 |
| JNK | SPDR SERIES TRUST | $38.18万 | 0.08% | 3,989 | -11,736 | -74.6% | -$112.34万 | 重新持有 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $37.99万 | 0.08% | 4,198 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $37.58万 | 0.08% | 1,197 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $37.32万 | 0.08% | 9,661 | -2 | -0.0% | -$77 | 重新持有 |
| PDI | PIMCO DYNAMIC INCOME FD | $37.29万 | 0.08% | 21,794 | 21,794 | — | $37.29万 | 新建仓 |
| LOW | LOWES COS INC | $37.14万 | 0.08% | 1,572 | 4 | 0.3% | $945 | 加仓 |
| IWB | ISHARES TR | $36.86万 | 0.08% | 1,034 | 1 | 0.1% | $357 | 加仓 |
| COKE | COCA COLA CONS INC | $36.84万 | 0.08% | 1,922 | 173 | 9.9% | $3.32万 | 加仓 |
| VGT | VANGUARD WORLD FD | $36.03万 | 0.08% | 516 | 0 | 0.0% | — | 不变 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $35.95万 | 0.08% | 15,591 | 15,591 | — | $35.95万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $35.72万 | 0.08% | 11,538 | 4 | 0.0% | $124 | 加仓 |
| — | INNOVATOR ETFS TRUST | $35.24万 | 0.08% | 12,242 | 0 | 0.0% | — | 不变 |
| BFEB | INNOVATOR ETFS TRUST | $35.13万 | 0.08% | 7,365 | 465 | 6.7% | $2.22万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $34.00万 | 0.07% | 1,204 | 4 | 0.3% | $1,129 | 加仓 |
| — | INNOVATOR ETFS TRUST | $33.43万 | 0.07% | 12,000 | 12,000 | — | $33.43万 | 新建仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $32.93万 | 0.07% | 16,500 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $32.84万 | 0.07% | 1,881 | -3 | -0.2% | -$524 | 减仓 |
| LQD | ISHARES TR | $32.78万 | 0.07% | 3,007 | -6,693 | -69.0% | -$72.95万 | 减仓 |
| OKLO | OKLO INC | $32.63万 | 0.07% | 6,580 | 6,580 | — | $32.63万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $32.55万 | 0.07% | 11,193 | 764 | 7.3% | $2.22万 | 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 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $32.23万 | 0.07% | 3,708 | 30 | 0.8% | $2,608 | 加仓 |
| QCOM | QUALCOMM INC | $32.21万 | 0.07% | 2,501 | 378 | 17.8% | $4.87万 | 加仓 |
| IJS | ISHARES TR | $31.96万 | 0.07% | 2,698 | -358 | -11.7% | -$4.24万 | 减仓 |
| INTU | INTUIT | $31.74万 | 0.07% | 734 | 0 | 0.0% | — | 不变 |
| 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 |
| BOND | PIMCO ETF TR | $31.49万 | 0.07% | 3,412 | -196 | -5.4% | -$1.81万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $31.06万 | 0.07% | 16,557 | 16,557 | — | $31.06万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $30.39万 | 0.06% | 6,054 | 10 | 0.2% | $502 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $30.14万 | 0.06% | 7,546 | -235,946 | -96.9% | -$942.37万 | 减仓 |
| PFE | PFIZER INC | $29.75万 | 0.06% | 10,596 | -63 | -0.6% | -$1,769 | 减仓 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $29.47万 | 0.06% | 8,300 | 8,300 | — | $29.47万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $28.91万 | 0.06% | 787 | 66 | 9.2% | $2.42万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $28.41万 | 0.06% | 1,214 | -2,173 | -64.2% | -$50.85万 | 减仓 |
| FLOT | ISHARES TR | $28.40万 | 0.06% | 5,574 | -323 | -5.5% | -$1.65万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $27.94万 | 0.06% | 2,973 | 8 | 0.3% | $752 | 加仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $27.30万 | 0.06% | 4,900 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $27.30万 | 0.06% | 3,523 | -172 | -4.7% | -$1.33万 | 重新持有 |
| O | REALTY INCOME CORP | $27.28万 | 0.06% | 4,459 | -1,874 | -29.6% | -$11.47万 | 减仓 |
| IBDT | ISHARES TR | $27.15万 | 0.06% | 10,719 | -105 | -1.0% | -$2,660 | 减仓 |
| PG | PROCTER & GAMBLE CO | $26.95万 | 0.06% | 1,866 | 21 | 1.1% | $3,033 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $26.12万 | 0.06% | 5,290 | -4,624 | -46.6% | -$22.83万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $26.10万 | 0.06% | 6,393 | 6,393 | — | $26.10万 | 新建仓 |
| POCT | INNOVATOR ETFS TRUST | $25.87万 | 0.06% | 6,000 | -242 | -3.9% | -$1.04万 | 重新持有 |
| SIVR | ABRDN SILVER ETF TRUST | $25.86万 | 0.06% | 3,611 | 3,611 | — | $25.86万 | 新建仓 |
| LIT | GLOBAL X FDS | $25.72万 | 0.05% | 3,459 | -374 | -9.8% | -$2.78万 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $25.50万 | 0.05% | 24,521 | -11 | -0.0% | -$114 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $25.49万 | 0.05% | 8,752 | -2,179 | -19.9% | -$6.35万 | 减仓 |
| BMAR | INNOVATOR ETFS TRUST | $25.49万 | 0.05% | 4,857 | 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 |
| IDU | ISHARES TR | $24.62万 | 0.05% | 2,120 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.25万 | 0.05% | 9,765 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $24.24万 | 0.05% | 7,750 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $24.19万 | 0.05% | 1,276 | -42 | -3.2% | -$7,963 | 减仓 |
| ESGE | ISHARES INC | $24.18万 | 0.05% | 5,319 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $23.70万 | 0.05% | 691 | 2 | 0.3% | $686 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $23.23万 | 0.05% | 4,030 | -675 | -14.3% | -$3.89万 | 减仓 |
| INTC | INTEL CORP | $22.99万 | 0.05% | 5,209 | 5,209 | — | $22.99万 | 新建仓 |
| KO | COCA COLA CO | $22.92万 | 0.05% | 3,014 | -28 | -0.9% | -$2,129 | 减仓 |
| CELC | CELCUITY INC | $22.83万 | 0.05% | 2,000 | -475 | -19.2% | -$5.42万 | 减仓 |
| DHR | DANAHER CORP DEL | $22.53万 | 0.05% | 1,188 | 4 | 0.3% | $758 | 加仓 |
| IYH | ISHARES TR | $22.47万 | 0.05% | 3,645 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $22.12万 | 0.05% | 1,941 | 4 | 0.2% | $456 | 加仓 |
| GLD | SPDR GOLD TR | $21.94万 | 0.05% | 510 | -617 | -54.7% | -$26.55万 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $21.55万 | 0.05% | 5,165 | 0 | 0.0% | — | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.44万 | 0.05% | 7,220 | -9,932 | -57.9% | -$29.49万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $20.91万 | 0.04% | 1,597 | 1,597 | — | $20.91万 | 新建仓 |
| NOCT | INNOVATOR ETFS TRUST | $20.91万 | 0.04% | 3,709 | -1 | -0.0% | -$56 | 重新持有 |
| 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 |
| BJAN | INNOVATOR ETFS TRUST | $20.33万 | 0.04% | 3,812 | 3,812 | — | $20.33万 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $20.31万 | 0.04% | 57,706 | 21,410 | 59.0% | $7.54万 | 加仓 |
| EWJ | ISHARES INC | $20.27万 | 0.04% | 2,400 | 2,400 | — | $20.27万 | 新建仓 |
| MTUM | ISHARES TR | $20.05万 | 0.04% | 836 | -62 | -6.9% | -$1.49万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $19.28万 | 0.04% | 10,384 | 10,384 | — | $19.28万 | 新建仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $14.55万 | 0.03% | 12,654 | 0 | 0.0% | — | 不变 |
| HFRO | HIGHLAND OPPS & INCOME FD | $12.18万 | 0.03% | 21,330 | 405 | 1.9% | $2,313 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $10.17万 | 0.02% | 500 | 500 | — | $10.17万 | 新建仓 |
| DNN | DENISON MINES CORP | $7.06万 | 0.02% | 20,000 | -715 | -3.5% | -$2,524 | 减仓 |
| — | 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 |