Keystone Wealth Services, LLC — Q1 2025 13F 持股

Name: Keystone Wealth Services, LLC — 13F Holdings, Q1 2025
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 268 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	7.75%	—	-0.57%
2	AAPL	Apple INC	股票-科技	4.20%	-0.50%	-6.05%
3	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.79%	-0.27%	-0.52%
4	MSFT	Microsoft CORP	股票-科技	2.54%	-0.53%	-1.53%
5	FJUN	Ft Vest US Equity Buff Etf-j	ETF-其他	2.50%	+2.14%	NEW
6	COST	Costco Wholesale CORP	股票-非周期性消费	2.46%	—	-4.40%
7	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	2.44%	—	+0.47%
8	FBND	Fidelity Total Bond ETF	ETF-其他	2.12%	—	-1.98%
9	NVDA	Nvidia CORP	股票-科技	2.07%	-0.45%	+3.91%
10	FMAY	Ft Vest US Equity Buffer ETF	ETF-其他	2.03%	+1.88%	NEW
11	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	2.00%	—	+5.77%
12	XOM	Exxon Mobil CORP	股票-能源	1.66%	—	-0.03%
13	COP	Conocophillips	股票-能源	1.56%	+0.45%	-0.18%
14	FMAR	Ft Vest US Equity Buffer ETF	ETF-其他	1.39%	+1.11%	NEW
15	QUAL	Ishares Msci USA Quality Fac	ETF-其他	1.39%	—	-1.17%
16	FSEP	Ft Vest U.s. Equity Buffer E	ETF-其他	1.28%	+1.01%	NEW
17	AMZN	Amazon.com INC	股票-周期性消费	1.10%	-0.30%	+0.30%
18	ESGU	Ishares Esg Aware Msci USA	ETF-其他	1.10%	—	-4.25%
19	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-其他	1.08%	—	-5.16%
20	VIG	Vanguard Dividend Apprec ETF	ETF-其他	1.03%	—	-0.67%
21	FJUL	Ft Vest US Equity Buffer ETF	ETF-其他	1.03%	+0.77%	NEW
22	FIXD	First Trust Smith Opportunis	ETF-其他	0.98%	—	-0.10%
23	FBCG	Fidelity Blue Chip Grow ETF	ETF-其他	0.98%	—	-0.88%
24	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-其他	0.96%	+0.91%	NEW
25	LMBS	First Trust Low Duration Opp	ETF-其他	0.96%	—	+6.82%
26	FFEB	Ft Vest US Equity Buffer ETF	ETF-其他	0.95%	+0.79%	NEW
27	PAUG	Innovator U.s. Equity Power	ETF-其他	0.83%	—	-3.40%
28	FDEC	Ft Vest U.s. Equity Buffer E	ETF-其他	0.77%	+0.66%	NEW
29	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.77%	—	+1.82%
30	PNOV	Innovator U.s. Equity Power	ETF-其他	0.77%	+0.52%	NEW
31	DYNF	Ishrs US E F R A Etf-usd INC	ETF-其他	0.76%	+0.39%	+0.76%
32	WFC	Wells Fargo & Co	股票-金融	0.70%	—	+0.00%
33	FJAN	Ft Vest U.s. Equity Buffer E	ETF-其他	0.65%	+0.58%	NEW
34	QSPT	Ft Vest Nasdaq-100 Buffer Et	ETF-科技型	0.64%	+0.52%	NEW
35	FNOV	Ft Vest US Equity Buffer ETF	ETF-其他	0.64%	+0.52%	NEW
36	FEX	First Trust Large Cap Core A	ETF-大型股与成长	0.61%	+0.53%	NEW
37	VTV	Vanguard Value ETF	ETF-其他	0.60%	—	+67.30%
38	FAUG	Ft Vest U.s. Equity Buffer E	ETF-其他	0.57%	+0.57%	NEW
39	TT	Trane Technologies plc	股票-工业	0.57%	—	-2.26%
40	PSX	Phillips 66	股票-能源	0.55%	—	-1.59%
41	IYW	Ishares Ustechnology ETF	ETF-科技型	0.53%	—	-6.37%
42	MUB	Ishares National Muni Bond E	ETF-其他	0.52%	—	-1.06%
43	JPM	Jpmorgan Chase & Co	股票-金融	0.50%	—	+11.36%
44	JGRO	Jpmorgan Active Growth ETF	ETF-其他	0.50%	—	+13.80%
45	PMAR	Innovator U.s. Equity Power	ETF-其他	0.50%	+0.33%	NEW
46	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	0.49%	—	-2.87%
47	TSLA	Tesla INC	股票-周期性消费	0.48%	—	+2.74%
48	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投资级公司债	0.48%	—	+0.07%
49	QJUN	Ft Vest Nasdaq-100 Buffer Et	ETF-科技型	0.48%	-1.09%	-0.16%
50	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	0.48%	—	+32.52%

1–50 of 200