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Keystone Wealth Services, LLC · 13F 持仓分析
期权收益计算器 机构排行

Keystone Wealth Services, LLC

No.4043 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.39亿
环比变动 Q1 2026
+$7,091.6万+15.2%
持仓股票数
326
新买入
40
加仓
119
减仓
116
清仓
7
持股不变
51
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
5.75%5.74%$3,098.3万4.1万股$2,685.3万4.1万股+263股+0.64%加仓
苹果AAPL
4.05%4.07%$2,183.6万7.5万股$1,905.2万7.5万股+393股+0.52%加仓
I景顺QQQ信托VOO
3.08%2.72%$1,656.2万2.2万股$1,273.5万2.2万股+426股+1.93%加仓
英伟达NVDA
2.84%2.79%$1,527.2万7.6万股$1,303.0万7.5万股+1,613股+2.16%加仓
SSPDR标普500 ETFSPY
2.16%2.23%$1,166.1万1.6万股$1,041.2万1.6万股-395股-2.47%减仓
希捷STX
2%1.15%$1,078.1万1.1万股$537.4万1.4万股-2,546股-18.56%减仓
FIRST INDL RLTY TRFR
1.96%2.14%$1,058.2万17.7万股$1,002.1万17.7万股-843股-0.48%减仓
微软MSFT
1.85%2.01%$998.8万2.7万股$940.6万2.5万股+1,366股+5.38%加仓
F富达Covington信托FBCG
1.84%1.54%$991.9万16.0万股$717.9万14.3万股+1.6万股+11.50%加仓
FFT VEST U.S. EQUITY BUFFER ETF - MAYFMAY
1.73%1.88%$933.4万16.6万股$879.2万16.7万股-427股-0.26%减仓
V先锋领航指数基金VOO
1.7%1.62%$918.0万1.3万股$757.0万1.3万股+697股+5.50%加仓
F富达·MERRIMACK STR TRFBND
1.54%1.74%$831.7万18.3万股$811.6万17.8万股+4,935股+2.77%加仓
好市多COST
1.33%1.65%$717.9万7,675股$773.2万7,759股-84股-1.08%减仓
雪佛龙CVX
1.28%1.84%$688.3万4.2万股$861.3万4.2万股-103股-0.25%减仓
B贝莱德ETF信托DYNF
1.24%1.19%$667.2万9.8万股$556.3万9.6万股+2,473股+2.59%加仓
AMD超威AMD
1.18%0.48%$633.8万1.1万股$222.4万1.1万股-22股-0.20%减仓
埃克森美孚XOM
1.14%1.63%$614.5万4.5万股$761.7万4.5万股+56股+0.12%加仓
F第一信托交易所交易基金VIFVD
1.06%1.11%$573.1万11.0万股$518.9万10.7万股+2,665股+2.49%加仓
康菲石油COP
1.04%1.53%$562.6万5.4万股$714.2万5.4万股+6股+0.01%加仓
FIRST INTST BANCSYSTEMFIBK
1.01%0.91%$546.3万15.0万股$427.4万12.7万股+2.3万股+18.16%加仓
V先锋领航·SPECIALIZED FUNDSVIG
1%1.01%$536.9万2.3万股$474.5万2.2万股+629股+2.85%加仓
亚马逊AMZN
0.98%0.92%$525.5万2.2万股$431.2万2.1万股+1,343股+6.49%加仓
F第一信托交易所交易基金VIFSEP
0.96%1.01%$514.9万9.3万股$474.5万9.4万股-800股-0.85%减仓
IiShares安硕信托ITOT
0.92%0.92%$496.7万3.0万股$432.2万3.1万股-211股-0.69%减仓
F第一信托交易所交易基金VIFIXD
0.88%0.96%$472.5万10.8万股$450.1万10.3万股+5,092股+4.93%加仓
IiShares安硕信托IVW
0.88%0.78%$471.9万3.4万股$366.4万3.2万股+1,922股+5.93%加仓
I景顺·NASDAQ 100 ETFQQQM
0.82%0.54%$443.7万1.5万股$254.2万1.1万股+3,948股+36.91%加仓
FFIDELITY QUALITY FACTOR ETFFQAL
0.81%0.8%$438.7万5.4万股$375.6万5.2万股+2,180股+4.21%加仓
美光科技MU
0.78%0.26%$422.7万3,662股$120.7万3,572股+90股+2.52%加仓
IISHARES INVESTMENT GRADESYSTEMATIC BOND ETFIGEB
0.77%0.83%$412.2万9.1万股$390.2万8.7万股+4,772股+5.51%加仓
S嘉信策略信托SCHC
0.75%0.75%$403.5万7.6万股$349.3万7.1万股+5,086股+7.12%加仓
第一信托交易所交易基金VIFR
0.75%0.79%$403.1万6.6万股$370.9万6.6万股-307股-0.46%减仓
F第一信托交易所交易基金VIFJUL
0.67%0.77%$363.2万6.1万股$362.3万6.6万股-5,205股-7.86%减仓
CCAPITAL CORE BALANCEDCGBL
0.67%0.35%$360.1万9.5万股$164.6万4.8万股+4.7万股+98.29%加仓
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
0.66%0.69%$354.8万15.3万股$324.7万14.0万股+1.4万股+9.70%加仓
F第一信托交易所交易基金VIBUFQ
0.64%0.36%$343.6万8.7万股$168.5万4.8万股+4.0万股+83.45%加仓
IiShares安硕·MSCIQUAL
0.63%0.65%$340.7万1.6万股$301.8万1.6万股-211股-1.34%减仓
F第一信托交易所交易基金VIFDEC
0.6%0.66%$321.4万5.9万股$309.9万6.2万股-3,320股-5.33%减仓
V先锋领航·INSTL INDEX FDVGUS
0.6%0.75%$321.4万4.2万股$352.1万4.7万股-4,059股-8.72%减仓
J摩根大通交易所交易基金JGRO
0.57%0.62%$304.4万3.1万股$288.4万3.4万股-3,241股-9.50%减仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.56%0.46%$302.3万1.2万股$216.8万1.2万股+33股+0.28%加仓
WELLS FARGO NEWWFC
0.56%0.62%$300.3万3.6万股$290.4万3.6万股-144股-0.39%减仓
IINVESCO T DYNMC SEMICNDTPSI
0.55%0.1%$295.2万1.6万股$45.0万4,769股+1.1万股+229.61%加仓
F第一信托交易所交易基金VIFJAN
0.54%0.58%$292.3万5.3万股$273.6万5.4万股-1,220股-2.25%减仓
特斯拉TSLA
0.54%0.56%$292.0万6,942股$260.4万7,004股-62股-0.89%减仓
F第一信托交易所交易基金VIFAUG
0.53%0.57%$286.8万5.1万股$265.7万5.1万股-551股-1.07%减仓
谷歌AGOOGL
0.53%0.44%$284.5万7,962股$208.0万7,233股+729股+10.08%加仓
FFIRST TRUST LARGE CAP CORE ALPHADEX FUNDFEX
0.52%0.53%$282.3万2.0万股$246.1万2.0万股00.00%持仓不变
摩根大通JPM
0.51%0.51%$276.2万8,437股$240.2万8,167股+270股+3.31%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BFPAUG
0.51%0.58%$274.3万6.0万股$272.7万6.4万股-3,742股-5.86%减仓

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