Keystone Financial Services, LLC
OMAHA NE · SEC CIK 0002046033
$1.66亿2026Q2 申报市值
61持仓数
64.0%前十大占比 · 第一大 11.7%
4 / 1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
NVDA 加仓+$169.95万
AVUV 新建仓+$82.63万
RWK 加仓+$67.47万
GRAYSCALE COINDE 加仓+$36.06万
VNLA 新建仓+$34.44万
2026Q2 卖出最多 按季末市值估算
UNP 减仓-$126.75万
VOE 减仓-$68.77万
CALF 减仓-$56.38万
VOOG 减仓-$52.37万
JPST 减仓-$33.89万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VOOG | VANGUARD ADMIRAL FDS INC | $1,943.00万 | 11.67% | 235,173 | -6,339 | -2.6% | -$52.37万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $1,885.19万 | 11.33% | 370,007 | -1,317 | -0.4% | -$6.71万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,612.04万 | 9.69% | 183,436 | -165 | -0.1% | -$1.45万 | 减仓 |
| PSFF | PACER FDS TR | $1,266.43万 | 7.61% | 369,114 | 8,798 | 2.4% | $30.19万 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $971.14万 | 5.83% | 161,413 | 109 | 0.1% | $6,558 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $887.61万 | 5.33% | 153,341 | 3,028 | 2.0% | $17.53万 | 加仓 |
| IVV | ISHARES TR | $656.13万 | 3.94% | 8,761 | 86 | 1.0% | $6.44万 | 加仓 |
| — | VIRTUS ETF TR II | $498.85万 | 3.00% | 198,858 | 7,656 | 4.0% | $19.21万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $472.64万 | 2.84% | 180,534 | 3,813 | 2.2% | $9.98万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $463.11万 | 2.78% | 146,045 | -49 | -0.0% | -$1,554 | 减仓 |
| VOE | VANGUARD INDEX FDS | $452.61万 | 2.72% | 22,905 | -3,480 | -13.2% | -$68.77万 | 减仓 |
| QQQ | INVESCO QQQ TR | $450.19万 | 2.70% | 6,113 | -114 | -1.8% | -$8.40万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $443.42万 | 2.66% | 96,291 | -103 | -0.1% | -$4,743 | 减仓 |
| NVDA | NVIDIA CORPORATION | $370.24万 | 2.22% | 18,504 | 8,494 | 84.9% | $169.95万 | 加仓 |
| CALF | PACER FDS TR | $365.54万 | 2.20% | 72,227 | -11,141 | -13.4% | -$56.38万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $352.04万 | 2.12% | 69,614 | -6,702 | -8.8% | -$33.89万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $350.89万 | 2.11% | 128,392 | 3,527 | 2.8% | $9.64万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $307.62万 | 1.85% | 41,038 | -1,230 | -2.9% | -$9.22万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $241.84万 | 1.45% | 4,833 | -213 | -4.2% | -$10.66万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $172.73万 | 1.04% | 2,515 | 90 | 3.7% | $6.18万 | 加仓 |
| — | THE ALGER ETF TRUST | $154.24万 | 0.93% | 62,148 | 1,873 | 3.1% | $4.65万 | 加仓 |
| AAPL | APPLE INC | $150.15万 | 0.90% | 5,189 | -403 | -7.2% | -$11.66万 | 减仓 |
| MLRG | ISHARES TR | $111.65万 | 0.67% | 10,772 | -299 | -2.7% | -$3.10万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $107.34万 | 0.64% | 13,242 | -253 | -1.9% | -$2.05万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $105.93万 | 0.64% | 11,279 | -342 | -2.9% | -$3.21万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $92.72万 | 0.56% | 51,714 | -487 | -0.9% | -$8,732 | 减仓 |
| VBK | VANGUARD INDEX FDS | $92.04万 | 0.55% | 2,517 | -124 | -4.7% | -$4.53万 | 减仓 |
| — | GRAYSCALE COINDESK CRYPTO | $91.32万 | 0.55% | 34,604 | 13,664 | 65.3% | $36.06万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $91.02万 | 0.55% | 6,223 | 4,613 | 286.5% | $67.47万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $87.12万 | 0.52% | 20,195 | 39 | 0.2% | $1,682 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $82.63万 | 0.50% | 6,623 | 6,623 | — | $82.63万 | 新建仓 |
| IJH | ISHARES TR | $81.83万 | 0.49% | 10,613 | -89 | -0.8% | -$6,863 | 减仓 |
| VO | VANGUARD INDEX FDS | $80.55万 | 0.48% | 9,998 | -146 | -1.4% | -$1.18万 | 减仓 |
| AMZN | AMAZON COM INC | $79.70万 | 0.48% | 3,344 | -18 | -0.5% | -$4,290 | 减仓 |
| TSLA | TESLA INC | $78.23万 | 0.47% | 1,860 | 182 | 10.8% | $7.65万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $73.86万 | 0.44% | 15,649 | 536 | 3.5% | $2.53万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $63.13万 | 0.38% | 2,119 | 81 | 4.0% | $2.41万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $60.54万 | 0.36% | 1,976 | 6 | 0.3% | $1,838 | 加仓 |
| VB | VANGUARD INDEX FDS | $58.35万 | 0.35% | 1,925 | -29 | -1.5% | -$8,791 | 减仓 |
| — | EXXON MOBIL CORP | $55.75万 | 0.33% | 4,078 | -532 | -11.5% | -$7.27万 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $52.08万 | 0.31% | 34,652 | 10,086 | 41.1% | $15.16万 | 加仓 |
| NOBL | PROSHARES TR | $43.50万 | 0.26% | 7,746 | -4 | -0.1% | -$225 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $42.77万 | 0.26% | 11,838 | 2 | 0.0% | $72 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $40.85万 | 0.25% | 11,080 | 14 | 0.1% | $516 | 加仓 |
| REGL | PROSHARES TR | $40.06万 | 0.24% | 4,374 | 187 | 4.5% | $1.71万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $34.44万 | 0.21% | 7,048 | 7,048 | — | $34.44万 | 新建仓 |
| RECS | COLUMBIA ETF TR I | $34.38万 | 0.21% | 7,943 | 214 | 2.8% | $9,262 | 加仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $33.77万 | 0.20% | 17,606 | -4,677 | -21.0% | -$8.97万 | 减仓 |
| UNP | UNION PAC CORP | $33.44万 | 0.20% | 1,229 | -4,659 | -79.1% | -$126.75万 | 减仓 |
| GOOG | ALPHABET INC | $32.72万 | 0.20% | 926 | 29 | 3.2% | $1.02万 | 加仓 |
| AMAT | APPLIED MATLS INC | $32.53万 | 0.20% | 450 | 450 | — | $32.53万 | 新建仓 |
| GOOGL | ALPHABET INC | $32.01万 | 0.19% | 896 | -58 | -6.1% | -$2.07万 | 减仓 |
| MELI | MERCADOLIBRE INC | $29.03万 | 0.17% | 171 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.21万 | 0.17% | 378 | 1 | 0.3% | $746 | 加仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $27.68万 | 0.17% | 6,313 | 6,313 | — | $27.68万 | 新建仓 |
| MSFT | MICROSOFT CORP | $26.27万 | 0.16% | 704 | -49 | -6.5% | -$1.83万 | 减仓 |
| ONEV | SPDR SERIES TRUST | $26.23万 | 0.16% | 1,833 | 146 | 8.7% | $2.09万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $25.17万 | 0.15% | 9,699 | 2,620 | 37.0% | $6.80万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $25.09万 | 0.15% | 677 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $22.98万 | 0.14% | 2,388 | -23 | -1.0% | -$2,214 | 减仓 |
| BSOL | BITWISE SOLANA STAKING ETF | $18.86万 | 0.11% | 18,838 | 2,021 | 12.0% | $2.02万 | 加仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -404 | -100.0% | -$23.09万 | 清仓 |