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 |
|---|---|---|---|---|---|---|---|---|
| GNOV | FIRST TR EXCHNG TRADED FD VI | $22.04万 | 0.04% | 5,274 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $21.87万 | 0.04% | 9,081 | -1,515 | -14.3% | -$3.65万 | 减仓 |
| IYH | ISHARES TR | $21.85万 | 0.04% | 3,260 | -385 | -10.6% | -$2.58万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $21.71万 | 0.04% | 7,740 | 7,740 | — | $21.71万 | 新建仓 |
| IBB | ISHARES TR | $21.44万 | 0.04% | 1,128 | -3,695 | -76.6% | -$70.24万 | 重新持有 |
| MGV | VANGUARD WORLD FD | $21.39万 | 0.04% | 1,309 | 1,309 | — | $21.39万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $21.31万 | 0.04% | 3,976 | -1,314 | -24.8% | -$7.04万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $21.21万 | 0.04% | 1,576 | 0 | 0.0% | — | 重新持有 |
| AGG | ISHARES TR | $21.10万 | 0.04% | 2,131 | 2,131 | — | $21.10万 | 新建仓 |
| PDEC | INNOVATOR ETFS TRUST | $21.03万 | 0.04% | 4,583 | 4,583 | — | $21.03万 | 新建仓 |
| KJAN | INNOVATOR ETFS TRUST | $20.99万 | 0.04% | 4,600 | -565 | -10.9% | -$2.58万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $20.97万 | 0.04% | 2,094 | -3,005 | -58.9% | -$30.10万 | 减仓 |
| CELC | CELCUITY INC | $20.92万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $20.86万 | 0.04% | 10,384 | 0 | 0.0% | — | 不变 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $20.86万 | 0.04% | 4,159 | 4,159 | — | $20.86万 | 新建仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $20.76万 | 0.04% | 4,431 | 4,431 | — | $20.76万 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $20.65万 | 0.04% | 56,261 | -1,445 | -2.5% | -$5,303 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $20.57万 | 0.04% | 12,315 | -9,479 | -43.5% | -$15.83万 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $20.36万 | 0.04% | 5,088 | -3,904 | -43.4% | -$15.62万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $20.21万 | 0.04% | 6,150 | -1,600 | -20.6% | -$5.26万 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $20.20万 | 0.04% | 2,125 | 2,125 | — | $20.20万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.19万 | 0.04% | 6,626 | 6,626 | — | $20.19万 | 新建仓 |
| IWP | ISHARES TR | $20.18万 | 0.04% | 1,378 | 1,378 | — | $20.18万 | 新建仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $15.34万 | 0.03% | 12,654 | 0 | 0.0% | — | 不变 |
| HFRO | HIGHLAND OPPS & INCOME FD | $10.48万 | 0.02% | 14,704 | -6,626 | -31.1% | -$4.72万 | 减仓 |
| DNN | DENISON MINES CORP | $6.12万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | BINAH CAP GROUP INC | $3.26万 | 0.01% | 21,200 | 21,200 | — | $3.26万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -30,897 | -100.0% | -$160.45万 | 清仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -48,503 | -100.0% | -$135.81万 | 清仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -47,026 | -100.0% | -$123.54万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -734 | -100.0% | -$31.74万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -3,611 | -100.0% | -$25.86万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -5,259 | -100.0% | -$24.72万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -510 | -100.0% | -$21.94万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$10.17万 | 清仓 |