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 |
|---|---|---|---|---|---|---|---|---|
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -9,113 | -100.0% | -$96.65万 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ILF | ISHARES TR | $0 | 0.00% | 0 | -26,441 | -100.0% | -$80.51万 | 清仓 |
| IWC | ISHARES TR | $0 | 0.00% | 0 | -4,256 | -100.0% | -$67.12万 | 清仓 |
| UUP | INVESCO DB US DLR INDEX TR | $0 | 0.00% | 0 | -22,963 | -100.0% | -$62.07万 | 清仓 |
| BALT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -18,519 | -100.0% | -$62.06万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -14,553 | -100.0% | -$58.10万 | 清仓 |
| FPE | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -31,316 | -100.0% | -$57.06万 | 清仓 |
| VWOB | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -7,179 | -100.0% | -$48.41万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -20,660 | -100.0% | -$44.66万 | 清仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -19,502 | -100.0% | -$42.24万 | 清仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -17,650 | -100.0% | -$41.74万 | 清仓 |
| VCRB | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -5,272 | -100.0% | -$41.07万 | 清仓 |
| — | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -9,502 | -100.0% | -$40.57万 | 清仓 |
| EMLC | VANECK ETF TRUST | $0 | 0.00% | 0 | -15,436 | -100.0% | -$39.86万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -13,000 | -100.0% | -$37.31万 | 清仓 |
| SFLR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -9,822 | -100.0% | -$36.21万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -2,262 | -100.0% | -$32.46万 | 清仓 |
| AIQ | GLOBAL X FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VPLS | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -3,428 | -100.0% | -$26.78万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -3,524 | -100.0% | -$25.97万 | 清仓 |
| IRM | IRON MTN INC DEL | $0 | 0.00% | 0 | -3,127 | -100.0% | -$25.94万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -2,484 | -100.0% | -$24.94万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -657 | -100.0% | -$22.54万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -3,525 | -100.0% | -$21.91万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,165 | -100.0% | -$21.39万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -374 | -100.0% | -$21.34万 | 清仓 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -1,705 | -100.0% | -$20.74万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -6,648 | -100.0% | -$20.58万 | 清仓 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |