Keystone Wealth Services, LLC — Q2 2023 13F 持股

Name: Keystone Wealth Services, LLC — 13F Holdings, Q2 2023
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001866189

申报总市值

US$4.7亿

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仅显示前 200 大持股（共 202 只）

#	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	8.16%	—	-6.76%
2	AAPL	Apple INC	股票-科技	5.54%	-0.50%	-0.88%
3	FJUN	Ft Vest US Equity Buff Etf-j	ETF-其他	3.72%	+2.14%	NEW
4	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-其他	3.71%	—	+26.21%
5	MSFT	Microsoft CORP	股票-科技	2.66%	-0.53%	+0.70%
6	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.48%	-0.27%	+13.38%
7	FMAY	Ft Vest US Equity Buffer ETF	ETF-其他	2.40%	+1.88%	NEW
8	ESGU	Ishares Esg Aware Msci USA	ETF-其他	2.24%	—	-43.22%
9	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	2.18%	—	+9.23%
10	COP	Conocophillips	股票-能源	2.16%	+0.45%	+0.07%
11	FSEP	Ft Vest U.s. Equity Buffer E	ETF-其他	2.11%	+1.01%	NEW
12	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	1.83%	—	+1.78%
13	BRK-A	Berkshire Hathaway Inc-cl A	股票-其他	1.74%	—	—
14	QUAL	Ishares Msci USA Quality Fac	ETF-其他	1.73%	—	—
15	PNOV	Innovator U.s. Equity Power	ETF-其他	1.72%	+0.52%	NEW
16	MBB	Ishares Mbs ETF	ETF-其他	1.31%	—	+10.72%
17	FAUG	Ft Vest U.s. Equity Buffer E	ETF-其他	1.23%	+0.57%	NEW
18	PAUG	Innovator U.s. Equity Power	ETF-其他	1.18%	—	—
19	GOVT	Ishares US Treasury Bond ETF	ETF-政府公债	1.15%	—	+206.43%
20	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	1.08%	—	+731.93%
21	FDEC	Ft Vest U.s. Equity Buffer E	ETF-其他	1.04%	+0.66%	NEW
22	MUB	Ishares National Muni Bond E	ETF-其他	1.03%	—	-3.45%
23	FFEB	Ft Vest US Equity Buffer ETF	ETF-其他	1.02%	+0.79%	NEW
24	PMAR	Innovator U.s. Equity Power	ETF-其他	0.92%	+0.33%	NEW
25	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.90%	—	-10.58%
26	FEX	First Trust Large Cap Core A	ETF-大型股与成长	0.90%	+0.53%	NEW
27	AMZN	Amazon.com INC	股票-周期性消费	0.89%	-0.30%	-7.21%
28	COST	Costco Wholesale CORP	股票-非周期性消费	0.83%	—	+1.52%
29	PSEP	Innovator U.s. Equity Power	ETF-其他	0.77%	+0.36%	NEW
30	IYW	Ishares Ustechnology ETF	ETF-科技型	0.76%	—	+26.70%
31	TT	Trane Technologies plc	股票-工业	0.75%	—	-0.15%
32	VTV	Vanguard Value ETF	ETF-其他	0.71%	—	-72.85%
33	DNOV	Ft Vest US Equity Deep Buffe	ETF-其他	0.68%	—	-29.91%
34	PSX	Phillips 66	股票-能源	0.67%	—	+0.04%
35	EFV	Ishares Msci Eafe Value ETF	ETF-其他	0.66%	—	-13.48%
36	FNOV	Ft Vest US Equity Buffer ETF	ETF-其他	0.65%	+0.52%	NEW
37	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	0.62%	—	+24.53%
38	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.62%	—	+2.65%
39	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.60%	—	+1.43%
40	FJAN	Ft Vest U.s. Equity Buffer E	ETF-其他	0.58%	+0.58%	NEW
41	SPBO	Ss Spdr P CORP Bond ETF	ETF-投资级公司债	0.57%	—	+19.11%
42	QSPT	Ft Vest Nasdaq-100 Buffer Et	ETF-科技型	0.56%	+0.52%	NEW
43	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-其他	0.56%	—	+115.80%
44	WFC	Wells Fargo & Co	股票-金融	0.55%	—	-0.21%
45	QJUN	Ft Vest Nasdaq-100 Buffer Et	ETF-科技型	0.54%	-1.09%	—
46	IWD	Ishares Russell 1000 Value E	ETF-其他	0.51%	—	+0.14%
47	JNJ	Johnson & Johnson	股票-医疗保健	0.50%	—	-2.03%
48	FTCS	First Trust Capital Strength	ETF-其他	0.48%	—	-0.41%
49	DJAN	Ft Vest U.s. Equity Deep Buf	ETF-其他	0.45%	-0.31%	—
50	SPHY	Ss Spdr P High Yield ETF	ETF-非投资级债	0.44%	—	+14.35%

1–50 of 200