Keystone Wealth Services, LLC — Q4 2023 13F 持股

Name: Keystone Wealth Services, LLC — 13F Holdings, Q4 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 217 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	8.94%	—	+3.58%
2	AAPL	Apple INC	股票-科技	5.02%	-0.50%	-2.60%
3	FJUN	Ft Vest US Equity Buff Etf-j	ETF-其他	3.61%	+2.14%	NEW
4	MSFT	Microsoft CORP	股票-科技	2.70%	-0.53%	+0.03%
5	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.51%	-0.27%	-2.26%
6	FBND	Fidelity Total Bond ETF	ETF-其他	2.43%	—	-2.91%
7	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	2.33%	—	+5.93%
8	FMAY	Ft Vest US Equity Buffer ETF	ETF-其他	2.25%	+1.88%	NEW
9	COP	Conocophillips	股票-能源	2.12%	+0.45%	-3.16%
10	BRK-A	Berkshire Hathaway Inc-cl A	股票-其他	1.67%	—	—
11	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	1.67%	—	-12.26%
12	XOM	Exxon Mobil CORP	股票-能源	1.60%	—	+1532.10%
13	PNOV	Innovator U.s. Equity Power	ETF-其他	1.55%	+0.52%	NEW
14	FSEP	Ft Vest U.s. Equity Buffer E	ETF-其他	1.52%	+1.01%	NEW
15	ESGU	Ishares Esg Aware Msci USA	ETF-其他	1.51%	—	-11.36%
16	QUAL	Ishares Msci USA Quality Fac	ETF-其他	1.46%	—	+0.32%
17	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-其他	1.41%	—	-25.42%
18	FAUG	Ft Vest U.s. Equity Buffer E	ETF-其他	1.28%	+0.57%	NEW
19	PAUG	Innovator U.s. Equity Power	ETF-其他	1.22%	—	-2.08%
20	FJUL	Ft Vest US Equity Buffer ETF	ETF-其他	1.11%	+0.77%	NEW
21	FDEC	Ft Vest U.s. Equity Buffer E	ETF-其他	1.09%	+0.66%	NEW
22	FFEB	Ft Vest US Equity Buffer ETF	ETF-其他	1.00%	+0.79%	NEW
23	AMZN	Amazon.com INC	股票-周期性消费	0.99%	-0.30%	+0.21%
24	LMBS	First Trust Low Duration Opp	ETF-其他	0.92%	—	+12.85%
25	COST	Costco Wholesale CORP	股票-非周期性消费	0.92%	—	+0.82%
26	EFV	Ishares Msci Eafe Value ETF	ETF-其他	0.88%	—	+0.32%
27	MUB	Ishares National Muni Bond E	ETF-其他	0.84%	—	-12.84%
28	PSX	Phillips 66	股票-能源	0.81%	—	-4.84%
29	SPBO	Ss Spdr P CORP Bond ETF	ETF-投资级公司债	0.80%	—	+31.84%
30	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	0.79%	—	+25.52%
31	FEX	First Trust Large Cap Core A	ETF-大型股与成长	0.78%	+0.53%	NEW
32	FNOV	Ft Vest US Equity Buffer ETF	ETF-其他	0.77%	+0.52%	NEW
33	XLG	Invesco S&p 500 Top 50 ETF	ETF-大型股与成长	0.77%	—	—
34	PMAR	Innovator U.s. Equity Power	ETF-其他	0.77%	+0.33%	NEW
35	TT	Trane Technologies plc	股票-工业	0.74%	—	-9.46%
36	QSPT	Ft Vest Nasdaq-100 Buffer Et	ETF-科技型	0.72%	+0.52%	NEW
37	QJUN	Ft Vest Nasdaq-100 Buffer Et	ETF-科技型	0.70%	-1.09%	+0.74%
38	PSEP	Innovator U.s. Equity Power	ETF-其他	0.66%	+0.36%	NEW
39	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公债	0.62%	—	—
40	WFC	Wells Fargo & Co	股票-金融	0.61%	—	+6.26%
41	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.60%	—	+1.90%
42	IYW	Ishares Ustechnology ETF	ETF-科技型	0.56%	—	-17.60%
43	DNOV	Ft Vest US Equity Deep Buffe	ETF-其他	0.56%	—	-14.55%
44	FIXD	First Trust Smith Opportunis	ETF-其他	0.56%	—	+9.47%
45	FJAN	Ft Vest U.s. Equity Buffer E	ETF-其他	0.55%	+0.58%	NEW
46	STX	Seagate Technology Holdings plc	股票-科技	0.51%	+0.32%	—
47	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投资级公司债	0.49%	—	+5.64%
48	IWD	Ishares Russell 1000 Value E	ETF-其他	0.48%	—	-0.44%
49	FNDF	Schwab Fndmn Intl Lrg Co ETF	ETF-其他	0.46%	+0.75%	NEW
50	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.46%	—	-15.72%

1–50 of 200