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 |
|---|---|---|---|---|---|---|---|---|
| EPD | ENTERPRISE PRODS PARTNERS L | $49.72万 | 0.09% | 13,525 | 138 | 1.0% | $5,073 | 加仓 |
| VGT | VANGUARD WORLD FD | $49.39万 | 0.09% | 4,132 | 4 | 0.1% | $478 | 加仓 |
| INDA | ISHARES TR | $49.19万 | 0.09% | 9,959 | 9,959 | — | $49.19万 | 新建仓 |
| NJUL | INNOVATOR ETFS TRUST | $47.23万 | 0.09% | 6,100 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $47.17万 | 0.09% | 1,197 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $47.01万 | 0.09% | 5,095 | 2,122 | 71.4% | $19.58万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $46.72万 | 0.09% | 11,071 | -1,017 | -8.4% | -$4.29万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $46.59万 | 0.09% | 915 | 17 | 1.9% | $8,656 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $46.54万 | 0.09% | 4,198 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $46.48万 | 0.09% | 20,649 | -11 | -0.1% | -$248 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $46.39万 | 0.09% | 9,937 | -154 | -1.5% | -$7,189 | 减仓 |
| AMAT | APPLIED MATLS INC | $46.35万 | 0.09% | 641 | 641 | — | $46.35万 | 新建仓 |
| NFLX | NETFLIX INC. | $46.33万 | 0.09% | 6,489 | 116 | 1.8% | $8,283 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $44.09万 | 0.08% | 7,471 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $43.97万 | 0.08% | 1,256 | 52 | 4.3% | $1.82万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $43.69万 | 0.08% | 8,139 | 0 | 0.0% | — | 不变 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $43.49万 | 0.08% | 21,000 | 0 | 0.0% | — | 不变 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $43.08万 | 0.08% | 10,401 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $42.53万 | 0.08% | 4,227 | -1,473 | -25.8% | -$14.82万 | 减仓 |
| IWB | ISHARES TR | $42.38万 | 0.08% | 1,035 | 1 | 0.1% | $409 | 加仓 |
| BE | BLOOM ENERGY CORP | $41.79万 | 0.08% | 1,381 | 1,381 | — | $41.79万 | 新建仓 |
| QCOM | QUALCOMM INC | $41.27万 | 0.08% | 2,234 | -267 | -10.7% | -$4.93万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $40.48万 | 0.08% | 11,203 | 10 | 0.1% | $361 | 加仓 |
| STIP | ISHARES TR | $40.21万 | 0.07% | 3,936 | 12 | 0.3% | $1,226 | 加仓 |
| CORP | PIMCO ETF TR | $39.75万 | 0.07% | 4,102 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $39.68万 | 0.07% | 9,551 | -110 | -1.1% | -$4,570 | 减仓 |
| COKE | COCA COLA CONS INC | $39.37万 | 0.07% | 2,062 | 140 | 7.3% | $2.67万 | 加仓 |
| JNK | SPDR SERIES TRUST | $39.08万 | 0.07% | 4,055 | 66 | 1.7% | $6,360 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $38.77万 | 0.07% | 7,365 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $38.17万 | 0.07% | 3,834 | 311 | 8.8% | $3.10万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $37.74万 | 0.07% | 12,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP 看涨期权 | $37.30万 | 0.07% | 1,000 | 1,000 | — | $37.30万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $37.24万 | 0.07% | 10,101 | -1,437 | -12.5% | -$5.30万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $36.93万 | 0.07% | 6,410 | -211 | -3.2% | -$1.22万 | 减仓 |
| IJS | ISHARES TR | $36.38万 | 0.07% | 2,662 | -36 | -1.3% | -$4,921 | 减仓 |
| — | INNOVATOR ETFS TRUST | $36.11万 | 0.07% | 12,242 | 0 | 0.0% | — | 不变 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $35.11万 | 0.07% | 3,708 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $34.72万 | 0.06% | 1,575 | 3 | 0.2% | $661 | 加仓 |
| MGK | VANGUARD WORLD FD | $34.58万 | 0.06% | 3,933 | -2 | -0.1% | -$176 | 减仓 |
| GEV | GE VERNOVA INC | $34.46万 | 0.06% | 293 | 293 | — | $34.46万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $34.11万 | 0.06% | 447 | 447 | — | $34.11万 | 新建仓 |
| OKLO | OKLO INC | $34.08万 | 0.06% | 6,513 | -67 | -1.0% | -$3,506 | 减仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $33.72万 | 0.06% | 7,871 | 0 | 0.0% | — | 不变 |
| FSMB | FIRST TR EXCH TRADED FD III | $32.98万 | 0.06% | 16,500 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $32.96万 | 0.06% | 1,106 | 1,106 | — | $32.96万 | 新建仓 |
| LQD | ISHARES TR | $32.83万 | 0.06% | 3,010 | 3 | 0.1% | $327 | 加仓 |
| — | INNOVATOR ETFS TRUST | $32.73万 | 0.06% | 16,557 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $32.14万 | 0.06% | 1,214 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $32.06万 | 0.06% | 1,985 | 1,985 | — | $32.06万 | 新建仓 |
| IONQ | IONQ INC | $31.99万 | 0.06% | 6,006 | -2,375 | -28.3% | -$12.65万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $31.60万 | 0.06% | 11,870 | 11,870 | — | $31.60万 | 新建仓 |
| BOND | PIMCO ETF TR | $31.46万 | 0.06% | 3,412 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $31.17万 | 0.06% | 909 | 73 | 8.7% | $2.50万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $31.16万 | 0.06% | 7,546 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $29.69万 | 0.06% | 871 | 871 | — | $29.69万 | 新建仓 |
| ESGE | ISHARES INC | $29.10万 | 0.05% | 5,321 | 2 | 0.0% | $109 | 加仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $28.98万 | 0.05% | 4,900 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $28.74万 | 0.05% | 2,478 | -3,238 | -56.6% | -$37.55万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $28.59万 | 0.05% | 8,450 | -302 | -3.5% | -$1.02万 | 减仓 |
| IWN | ISHARES TR | $28.23万 | 0.05% | 1,276 | 0 | 0.0% | — | 不变 |
| SCMB | SCHWAB STRATEGIC TR | $28.13万 | 0.05% | 10,894 | 10,894 | — | $28.13万 | 新建仓 |
| BMAR | INNOVATOR ETFS TRUST | $27.99万 | 0.05% | 4,857 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $27.58万 | 0.05% | 6,084 | -956 | -13.6% | -$4.33万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $27.35万 | 0.05% | 7,473 | 7,473 | — | $27.35万 | 新建仓 |
| LIT | GLOBAL X FDS | $27.08万 | 0.05% | 3,459 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $26.98万 | 0.05% | 4,354 | -105 | -2.4% | -$6,505 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $26.95万 | 0.05% | 24,521 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $26.93万 | 0.05% | 5,275 | -299 | -5.4% | -$1.53万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $26.81万 | 0.05% | 1,828 | -38 | -2.0% | -$5,573 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $26.67万 | 0.05% | 5,747 | -253 | -4.2% | -$1.17万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $26.52万 | 0.05% | 9,575 | -486 | -4.8% | -$1.35万 | 重新持有 |
| ABT | ABBOTT LABORATORIES | $26.49万 | 0.05% | 2,920 | -1,092 | -27.2% | -$9.91万 | 减仓 |
| IBDT | ISHARES TR | $26.27万 | 0.05% | 10,402 | -317 | -3.0% | -$8,004 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $26.08万 | 0.05% | 408 | 408 | — | $26.08万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $26.02万 | 0.05% | 1,959 | 18 | 0.9% | $2,391 | 加仓 |
| COIN | COINBASE GLOBAL INC | $25.88万 | 0.05% | 1,770 | -111 | -5.9% | -$1.62万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $25.87万 | 0.05% | 773 | 773 | — | $25.87万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.85万 | 0.05% | 9,759 | -6 | -0.1% | -$159 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.65万 | 0.05% | 8,582 | 8,582 | — | $25.65万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $25.65万 | 0.05% | 4,715 | 4,715 | — | $25.65万 | 新建仓 |
| KO | COCA COLA CO | $25.04万 | 0.05% | 3,081 | 67 | 2.2% | $5,445 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $24.71万 | 0.05% | 697 | 6 | 0.9% | $2,127 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $24.68万 | 0.05% | 864 | 864 | — | $24.68万 | 新建仓 |
| IDU | ISHARES TR | $24.30万 | 0.05% | 2,120 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $24.24万 | 0.05% | 2,064 | 2,064 | — | $24.24万 | 新建仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $24.09万 | 0.04% | 1,109 | 1,109 | — | $24.09万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $23.95万 | 0.04% | 11,957 | 11,957 | — | $23.95万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $23.65万 | 0.04% | 4,453 | -9,468 | -68.0% | -$50.28万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $23.58万 | 0.04% | 1,614 | 17 | 1.1% | $2,484 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $23.47万 | 0.04% | 4,058 | 28 | 0.7% | $1,619 | 加仓 |
| ESGV | VANGUARD WORLD FD | $23.05万 | 0.04% | 1,743 | 1 | 0.1% | $132 | 重新持有 |
| AIQ | GLOBAL X FDS | $22.81万 | 0.04% | 3,477 | -2,155 | -38.3% | -$14.14万 | 重新持有 |
| GS | GOLDMAN SACHS GROUP INC | $22.69万 | 0.04% | 224 | 224 | — | $22.69万 | 新建仓 |
| DHR | DANAHER CORP DEL | $22.50万 | 0.04% | 1,181 | -7 | -0.6% | -$1,333 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $22.44万 | 0.04% | 3,812 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $22.38万 | 0.04% | 2,400 | 0 | 0.0% | — | 不变 |
| NOCT | INNOVATOR ETFS TRUST | $22.24万 | 0.04% | 3,557 | -152 | -4.1% | -$9,504 | 减仓 |
| MS | MORGAN STANLEY | $22.21万 | 0.04% | 1,063 | 1,063 | — | $22.21万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.12万 | 0.04% | 7,280 | 60 | 0.8% | $1,823 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.05万 | 0.04% | 5,209 | -845 | -14.0% | -$3.58万 | 减仓 |