Keystone Wealth Services, LLC — Q2 2025 13F 持股

Name: Keystone Wealth Services, LLC — 13F Holdings, Q2 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 280 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	7.82%	—	+2.51%
2	AAPL	Apple INC	股票-科技	3.65%	-0.50%	+5.87%
3	MSFT	Microsoft CORP	股票-科技	2.97%	-0.53%	-0.84%
4	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.81%	-0.27%	-3.94%
5	FJUN	Ft Vest US Equity Buff Etf-j	ETF-其他	2.65%	+2.14%	NEW
6	NVDA	Nvidia CORP	股票-科技	2.61%	-0.45%	-2.67%
7	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	2.28%	—	-4.77%
8	FMAY	Ft Vest US Equity Buffer ETF	ETF-其他	2.15%	+1.88%	NEW
9	COST	Costco Wholesale CORP	股票-非周期性消费	2.07%	—	-9.63%
10	FBND	Fidelity Total Bond ETF	ETF-其他	1.89%	—	+0.04%
11	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	1.69%	—	-14.01%
12	XOM	Exxon Mobil CORP	股票-能源	1.40%	—	+4.02%
13	FMAR	Ft Vest US Equity Buffer ETF	ETF-其他	1.37%	+1.11%	NEW
14	QUAL	Ishares Msci USA Quality Fac	ETF-其他	1.33%	—	+0.31%
15	FSEP	Ft Vest U.s. Equity Buffer E	ETF-其他	1.23%	+1.01%	NEW
16	AMZN	Amazon.com INC	股票-周期性消费	1.21%	-0.30%	+7.20%
17	COP	Conocophillips	股票-能源	1.19%	+0.45%	+0.34%
18	FBCG	Fidelity Blue Chip Grow ETF	ETF-其他	1.10%	—	+4.73%
19	ESGU	Ishares Esg Aware Msci USA	ETF-其他	1.05%	—	-3.18%
20	FJUL	Ft Vest US Equity Buffer ETF	ETF-其他	1.02%	+0.77%	NEW
21	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-其他	0.97%	—	-0.40%
22	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.89%	—	-8.20%
23	FIXD	First Trust Smith Opportunis	ETF-其他	0.87%	—	+0.00%
24	LMBS	First Trust Low Duration Opp	ETF-其他	0.86%	—	+0.81%
25	FFEB	Ft Vest US Equity Buffer ETF	ETF-其他	0.86%	+0.79%	NEW
26	PAUG	Innovator U.s. Equity Power	ETF-其他	0.79%	—	-0.15%
27	DYNF	Ishrs US E F R A Etf-usd INC	ETF-其他	0.76%	+0.39%	-0.08%
28	FDEC	Ft Vest U.s. Equity Buffer E	ETF-其他	0.75%	+0.66%	NEW
29	PNOV	Innovator U.s. Equity Power	ETF-其他	0.72%	+0.52%	NEW
30	WFC	Wells Fargo & Co	股票-金融	0.70%	—	+0.03%
31	FJAN	Ft Vest U.s. Equity Buffer E	ETF-其他	0.68%	+0.58%	NEW
32	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	0.65%	—	+44.91%
33	QSPT	Ft Vest Nasdaq-100 Buffer Et	ETF-科技型	0.64%	+0.52%	NEW
34	JPM	Jpmorgan Chase & Co	股票-金融	0.63%	—	+19.34%
35	TT	Trane Technologies plc	股票-工业	0.62%	—	-5.64%
36	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-其他	0.62%	+0.91%	NEW
37	FAUG	Ft Vest U.s. Equity Buffer E	ETF-其他	0.62%	+0.57%	NEW
38	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.61%	—	-2.31%
39	TSLA	Tesla INC	股票-周期性消费	0.60%	—	+12.85%
40	FNOV	Ft Vest US Equity Buffer ETF	ETF-其他	0.59%	+0.52%	NEW
41	IYW	Ishares Ustechnology ETF	ETF-科技型	0.59%	—	+0.67%
42	FEX	First Trust Large Cap Core A	ETF-大型股与成长	0.59%	+0.53%	NEW
43	STX	Seagate Technology Holdings plc	股票-科技	0.54%	+0.32%	—
44	QQQM	Invesco Nasdaq 100 ETF	ETF-科技型	0.53%	—	+90.92%
45	FTSM	First Trust Enh Short Mat Fd	ETF-其他	0.52%	—	+21.49%
46	QJUN	Ft Vest Nasdaq-100 Buffer Et	ETF-科技型	0.48%	-1.09%	-0.08%
47	NET	Cloudflare INC - Class A	股票-科技	0.48%	—	+17.03%
48	PMAR	Innovator U.s. Equity Power	ETF-其他	0.47%	+0.33%	NEW
49	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	0.47%	—	-8.97%
50	PSX	Phillips 66	股票-能源	0.46%	—	-1.83%

1–50 of 200