Keystone Wealth Services, LLC — Q3 2023 13F 持股

Name: Keystone Wealth Services, LLC — 13F Holdings, Q3 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	8.60%	—	+7.58%
2	AAPL	Apple INC	股票-科技	5.08%	-0.50%	+2.23%
3	FJUN	Ft Vest US Equity Buff Etf-j	ETF-其他	3.73%	+2.14%	NEW
4	FBND	Fidelity Total Bond ETF	ETF-其他	2.63%	—	+2045.63%
5	MSFT	Microsoft CORP	股票-科技	2.51%	-0.53%	+0.28%
6	COP	Conocophillips	股票-能源	2.51%	+0.45%	-0.96%
7	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.49%	-0.27%	+2.19%
8	FMAY	Ft Vest US Equity Buffer ETF	ETF-其他	2.41%	+1.88%	NEW
9	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	2.19%	—	+2.49%
10	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-其他	1.99%	—	-45.06%
11	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	1.89%	—	+5.39%
12	BRK-A	Berkshire Hathaway Inc-cl A	股票-其他	1.82%	—	—
13	ESGU	Ishares Esg Aware Msci USA	ETF-其他	1.69%	—	-23.19%
14	PNOV	Innovator U.s. Equity Power	ETF-其他	1.67%	+0.52%	NEW
15	FSEP	Ft Vest U.s. Equity Buffer E	ETF-其他	1.57%	+1.01%	NEW
16	QUAL	Ishares Msci USA Quality Fac	ETF-其他	1.44%	—	-16.23%
17	FAUG	Ft Vest U.s. Equity Buffer E	ETF-其他	1.29%	+0.57%	NEW
18	PAUG	Innovator U.s. Equity Power	ETF-其他	1.28%	—	+7.48%
19	FJUL	Ft Vest US Equity Buffer ETF	ETF-其他	1.12%	+0.77%	NEW
20	FDEC	Ft Vest U.s. Equity Buffer E	ETF-其他	1.03%	+0.66%	NEW
21	FFEB	Ft Vest US Equity Buffer ETF	ETF-其他	1.02%	+0.79%	NEW
22	MUB	Ishares National Muni Bond E	ETF-其他	1.01%	—	-0.09%
23	EFV	Ishares Msci Eafe Value ETF	ETF-其他	0.92%	—	+35.83%
24	AMZN	Amazon.com INC	股票-周期性消费	0.91%	-0.30%	+3.80%
25	PMAR	Innovator U.s. Equity Power	ETF-其他	0.89%	+0.33%	NEW
26	LMBS	First Trust Low Duration Opp	ETF-其他	0.89%	—	—
27	FEX	First Trust Large Cap Core A	ETF-大型股与成长	0.88%	+0.53%	NEW
28	COST	Costco Wholesale CORP	股票-非周期性消费	0.87%	—	-2.55%
29	PSX	Phillips 66	股票-能源	0.85%	—	-1.61%
30	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	0.81%	—	-18.85%
31	PSEP	Innovator U.s. Equity Power	ETF-其他	0.76%	+0.36%	NEW
32	TT	Trane Technologies plc	股票-工业	0.75%	—	-7.84%
33	QJUN	Ft Vest Nasdaq-100 Buffer Et	ETF-科技型	0.70%	-1.09%	+29.46%
34	DNOV	Ft Vest US Equity Deep Buffe	ETF-其他	0.67%	—	-1.39%
35	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	0.66%	—	+9.52%
36	FNOV	Ft Vest US Equity Buffer ETF	ETF-其他	0.65%	+0.52%	NEW
37	IYW	Ishares Ustechnology ETF	ETF-科技型	0.65%	—	-13.07%
38	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.64%	—	—
39	SPBO	Ss Spdr P CORP Bond ETF	ETF-投资级公司债	0.63%	—	+13.25%
40	FJAN	Ft Vest U.s. Equity Buffer E	ETF-其他	0.56%	+0.58%	NEW
41	QSPT	Ft Vest Nasdaq-100 Buffer Et	ETF-科技型	0.56%	+0.52%	NEW
42	VTV	Vanguard Value ETF	ETF-其他	0.54%	—	-23.69%
43	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.54%	—	-6.41%
44	SBUX	Starbucks CORP	股票-周期性消费	0.53%	—	+32.21%
45	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.53%	—	-40.49%
46	FIXD	First Trust Smith Opportunis	ETF-其他	0.53%	—	—
47	WFC	Wells Fargo & Co	股票-金融	0.53%	—	-1.11%
48	IWD	Ishares Russell 1000 Value E	ETF-其他	0.50%	—	—
49	FTCS	First Trust Capital Strength	ETF-其他	0.48%	—	-0.19%
50	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投资级公司债	0.47%	—	—

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