Keystone Wealth Services, LLC — Q3 2022 13F 持股

Name: Keystone Wealth Services, LLC — 13F Holdings, Q3 2022
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001866189

申报总市值

US$4.7亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	9.67%	—	+0.22%
2	ESGU	Ishares Esg Aware Msci USA	ETF-其他	4.91%	—	+1.43%
3	AAPL	Apple INC	股票-科技	4.65%	-0.50%	+1.32%
4	VTIP	Vanguard Short-term Tips	ETF-其他	4.14%	—	-18.38%
5	DNOV	Ft Vest US Equity Deep Buffe	ETF-其他	3.92%	—	-21.86%
6	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-其他	3.16%	—	+3.05%
7	VTV	Vanguard Value ETF	ETF-其他	2.99%	—	-8.25%
8	GOVT	Ishares US Treasury Bond ETF	ETF-政府公债	2.83%	—	+35.59%
9	COP	Conocophillips	股票-能源	2.70%	+0.45%	-1.92%
10	FAUG	Ft Vest U.s. Equity Buffer E	ETF-其他	2.27%	+0.57%	NEW
11	XDEC	Ft Vest US Equity Enhance &	ETF-其他	2.20%	—	-10.19%
12	MSFT	Microsoft CORP	股票-科技	2.12%	-0.53%	+2.02%
13	FJUN	Ft Vest US Equity Buff Etf-j	ETF-其他	2.01%	+2.14%	NEW
14	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	1.99%	-0.27%	-2.11%
15	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	1.76%	—	+3.55%
16	BRK-A	Berkshire Hathaway Inc-cl A	股票-其他	1.73%	—	—
17	MUB	Ishares National Muni Bond E	ETF-其他	1.41%	—	-20.89%
18	PAUG	Innovator U.s. Equity Power	ETF-其他	1.29%	—	—
19	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	1.23%	—	-3.52%
20	FEX	First Trust Large Cap Core A	ETF-大型股与成长	1.10%	+0.53%	NEW
21	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	1.05%	—	+22.09%
22	AMZN	Amazon.com INC	股票-周期性消费	0.96%	-0.30%	+0.48%
23	FDEC	Ft Vest U.s. Equity Buffer E	ETF-其他	0.96%	+0.66%	NEW
24	FSEP	Ft Vest U.s. Equity Buffer E	ETF-其他	0.87%	+1.01%	NEW
25	COST	Costco Wholesale CORP	股票-非周期性消费	0.86%	—	+0.99%
26	FFEB	Ft Vest US Equity Buffer ETF	ETF-其他	0.83%	+0.79%	NEW
27	DAPR	Ft Vest U.s. Equity Deep Buf	ETF-其他	0.83%	—	—
28	EFV	Ishares Msci Eafe Value ETF	ETF-其他	0.81%	—	-24.35%
29	TIP	Ishares Tips Bond ETF	ETF-其他	0.75%	—	-27.08%
30	PSX	Phillips 66	股票-能源	0.73%	—	+0.04%
31	TT	Trane Technologies plc	股票-工业	0.72%	—	—
32	FTA	First Trust L C Val Alp	ETF-其他	0.67%	—	-3.60%
33	DJAN	Ft Vest U.s. Equity Deep Buf	ETF-其他	0.66%	-0.31%	-10.22%
34	WFC	Wells Fargo & Co	股票-金融	0.65%	—	—
35	JNJ	Johnson & Johnson	股票-医疗保健	0.62%	—	+1.34%
36	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.62%	—	+21.88%
37	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.61%	—	+3.90%
38	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.59%	—	+0.19%
39	FTCS	First Trust Capital Strength	ETF-其他	0.57%	—	+1.00%
40	HDV	Ishares Core High Dividend E	ETF-其他	0.55%	—	+37.04%
41	IWD	Ishares Russell 1000 Value E	ETF-其他	0.54%	—	—
42	OZ	Belpointe Prep Llc- Class A	股票-其他	0.53%	—	—
43	ABBV	Abbvie INC	股票-医疗保健	0.50%	—	-0.14%
44	DDEC	Ft Vest U.s. Equity Deep Buf	ETF-其他	0.49%	—	-9.13%
45	SBUX	Starbucks CORP	股票-周期性消费	0.48%	—	+0.87%
46	VO	Vanguard Mid-cap ETF	ETF-其他	0.48%	—	+1.99%
47	FOCT	Ft Vest U.s. Equity Buffer E	ETF-其他	0.47%	—	-0.94%
48	VLUE	Ishares Msci USA Value Facto	ETF-其他	0.47%	—	-21.31%
49	AXTI	Axt INC	股票-其他	0.47%	-0.31%	EXIT
50	TSLA	Tesla INC	股票-周期性消费	0.47%	—	+216.54%

1–50 of 164