Keystone Financial Services, LLC
OMAHA NE · SEC CIK 0002046033
$1.49亿2026Q1 申报市值
58持仓数
64.4%前十大占比 · 第一大 11.6%
4 / 0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
PVAL 加仓+$73.89万
PSFF 加仓+$73.22万
GRAYSCALE COINDE 新建仓+$65.31万
FLQM 加仓+$50.83万
VOOG 加仓+$28.09万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$12.82万
RDVY 减仓-$6.02万
CGGR 减仓-$5.86万
BRK/B 减仓-$5.70万
UNP 减仓-$4.71万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PVAL | PUTNAM ETF TRUST | $1,722.94万 | 11.59% | 371,324 | 15,924 | 4.5% | $73.89万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,641.03万 | 11.04% | 40,252 | 689 | 1.7% | $28.09万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,405.28万 | 9.45% | 183,601 | 3,607 | 2.0% | $27.61万 | 加仓 |
| PSFF | PACER FDS TR | $1,154.61万 | 7.77% | 360,316 | 22,851 | 6.8% | $73.22万 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $845.71万 | 5.69% | 161,304 | 4,731 | 3.0% | $24.80万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $825.67万 | 5.55% | 150,313 | 9,253 | 6.6% | $50.83万 | 加仓 |
| IVV | ISHARES TR | $566.68万 | 3.81% | 8,675 | 207 | 2.4% | $13.52万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $486.22万 | 3.27% | 26,385 | 224 | 0.9% | $4.13万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $464.07万 | 3.12% | 176,721 | 2,056 | 1.2% | $5.40万 | 加仓 |
| — | VIRTUS ETF TR II | $455.82万 | 3.07% | 191,202 | 10,057 | 5.6% | $23.98万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $448.21万 | 3.01% | 146,094 | -1,517 | -1.0% | -$4.65万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $444.09万 | 2.99% | 96,394 | 3,220 | 3.5% | $14.83万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $386.23万 | 2.60% | 76,316 | 1,834 | 2.5% | $9.28万 | 加仓 |
| CALF | PACER FDS TR | $374.07万 | 2.52% | 83,368 | 1,148 | 1.4% | $5.15万 | 加仓 |
| QQQ | INVESCO QQQ TR | $359.41万 | 2.42% | 6,227 | 149 | 2.5% | $8.60万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $340.01万 | 2.29% | 124,865 | 2,124 | 1.7% | $5.78万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $283.70万 | 1.91% | 42,268 | 145 | 0.3% | $9,732 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $241.80万 | 1.63% | 5,046 | -119 | -2.3% | -$5.70万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $174.57万 | 1.17% | 10,010 | 279 | 2.9% | $4.87万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $144.89万 | 0.97% | 2,425 | -15 | -0.6% | -$8,962 | 减仓 |
| UNP | UNION PAC CORP | $142.86万 | 0.96% | 5,888 | -194 | -3.2% | -$4.71万 | 减仓 |
| AAPL | APPLE INC | $141.91万 | 0.95% | 5,592 | -83 | -1.5% | -$2.11万 | 减仓 |
| — | THE ALGER ETF TRUST | $117.42万 | 0.79% | 60,275 | 1,507 | 2.6% | $2.94万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $107.80万 | 0.73% | 11,621 | -83 | -0.7% | -$7,699 | 减仓 |
| MLRG | ISHARES TR | $99.48万 | 0.67% | 11,071 | -29 | -0.3% | -$2,606 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $92.15万 | 0.62% | 13,495 | -881 | -6.1% | -$6.02万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $82.90万 | 0.56% | 52,201 | 600 | 1.2% | $9,528 | 加仓 |
| VBK | VANGUARD INDEX FDS | $79.83万 | 0.54% | 2,641 | -18 | -0.7% | -$5,441 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $79.47万 | 0.53% | 20,156 | 341 | 1.7% | $1.34万 | 加仓 |
| — | EXXON MOBIL CORP | $78.22万 | 0.53% | 4,610 | 14 | 0.3% | $2,375 | 加仓 |
| VO | VANGUARD INDEX FDS | $72.82万 | 0.49% | 2,536 | -16 | -0.6% | -$4,594 | 减仓 |
| IJH | ISHARES TR | $72.27万 | 0.49% | 10,702 | -34 | -0.3% | -$2,296 | 减仓 |
| AMZN | AMAZON COM INC | $70.02万 | 0.47% | 3,362 | 258 | 8.3% | $5.37万 | 加仓 |
| — | GRAYSCALE COINDESK CRYPTO | $65.31万 | 0.44% | 20,940 | 20,940 | — | $65.31万 | 新建仓 |
| TSLA | TESLA INC | $62.38万 | 0.42% | 1,678 | 92 | 5.8% | $3.42万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $60.74万 | 0.41% | 15,113 | -1,459 | -8.8% | -$5.86万 | 减仓 |
| VB | VANGUARD INDEX FDS | $51.18万 | 0.34% | 1,954 | -34 | -1.7% | -$8,905 | 减仓 |
| VOT | VANGUARD INDEX FDS | $50.71万 | 0.34% | 1,970 | -68 | -3.3% | -$1.75万 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $48.79万 | 0.33% | 24,566 | 12,808 | 108.9% | $25.44万 | 加仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $42.34万 | 0.28% | 22,283 | 1,470 | 7.1% | $2.79万 | 加仓 |
| NOBL | PROSHARES TR | $41.08万 | 0.28% | 3,875 | -41 | -1.0% | -$4,347 | 减仓 |
| REGL | PROSHARES TR | $36.18万 | 0.24% | 4,187 | -366 | -8.0% | -$3.16万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $34.42万 | 0.23% | 11,836 | -144 | -1.2% | -$4,188 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $34.26万 | 0.23% | 11,066 | 13 | 0.1% | $402 | 加仓 |
| RECS | COLUMBIA ETF TR I | $30.13万 | 0.20% | 7,729 | 327 | 4.4% | $1.27万 | 加仓 |
| MELI | MERCADOLIBRE INC | $29.57万 | 0.20% | 171 | 2 | 1.2% | $3,458 | 加仓 |
| MSFT | MICROSOFT CORP | $27.87万 | 0.19% | 753 | 67 | 9.8% | $2.48万 | 加仓 |
| GOOGL | ALPHABET INC | $27.42万 | 0.18% | 954 | 10 | 1.1% | $2,875 | 加仓 |
| GOOG | ALPHABET INC | $25.72万 | 0.17% | 897 | 1 | 0.1% | $287 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.54万 | 0.17% | 377 | -197 | -34.3% | -$12.82万 | 减仓 |
| DIS | DISNEY WALT CO | $23.24万 | 0.16% | 2,411 | -75 | -3.0% | -$7,230 | 减仓 |
| META | META PLATFORMS INC | $23.09万 | 0.16% | 404 | 12 | 3.1% | $6,858 | 加仓 |
| ONEV | SPDR SERIES TRUST | $22.63万 | 0.15% | 1,687 | -267 | -13.7% | -$3.58万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $22.14万 | 0.15% | 677 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $21.23万 | 0.14% | 7,079 | 1,904 | 36.8% | $5.71万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $20.65万 | 0.14% | 1,610 | 1,610 | — | $20.65万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.19万 | 0.14% | 2,038 | 2,038 | — | $20.19万 | 新建仓 |
| BSOL | BITWISE SOLANA STAKING ETF | $18.58万 | 0.12% | 16,817 | 16,817 | — | $18.58万 | 新建仓 |