Keystone Wealth Services, LLC — Q1 2023 13F 持股

Name: Keystone Wealth Services, LLC — 13F Holdings, Q1 2023
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001866189

申報總市值

US$4.7億

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	8.83%	—	-7.68%
2	AAPL	Apple INC	股票-科技	5.20%	-0.50%	+3.11%
3	ESGU	Ishares Esg Aware Msci USA	ETF-其他	4.02%	—	-9.10%
4	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-其他	3.26%	—	+2.42%
5	FSEP	Ft Vest U.s. Equity Buffer E	ETF-其他	2.81%	+1.01%	NEW
6	VTV	Vanguard Value ETF	ETF-其他	2.79%	—	-1.41%
7	MSFT	Microsoft CORP	股票-科技	2.45%	-0.53%	+1.41%
8	COP	Conocophillips	股票-能源	2.26%	+0.45%	+0.13%
9	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.08%	-0.27%	-1.53%
10	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	2.02%	—	+3.98%
11	FJUN	Ft Vest US Equity Buff Etf-j	ETF-其他	1.95%	+2.14%	NEW
12	PNOV	Innovator U.s. Equity Power	ETF-其他	1.92%	+0.52%	NEW
13	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	1.82%	—	-0.26%
14	BRK-A	Berkshire Hathaway Inc-cl A	股票-其他	1.71%	—	—
15	MBB	Ishares Mbs ETF	ETF-其他	1.31%	—	+17.54%
16	FOCT	Ft Vest U.s. Equity Buffer E	ETF-其他	1.28%	—	—
17	FAUG	Ft Vest U.s. Equity Buffer E	ETF-其他	1.27%	+0.57%	NEW
18	PAUG	Innovator U.s. Equity Power	ETF-其他	1.22%	—	—
19	MUB	Ishares National Muni Bond E	ETF-其他	1.18%	—	-1.58%
20	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	1.08%	—	+12.15%
21	FDEC	Ft Vest U.s. Equity Buffer E	ETF-其他	1.06%	+0.66%	NEW
22	DNOV	Ft Vest US Equity Deep Buffe	ETF-其他	1.00%	—	-16.00%
23	FFEB	Ft Vest US Equity Buffer ETF	ETF-其他	1.00%	+0.79%	NEW
24	FEX	First Trust Large Cap Core A	ETF-大型股與成長	0.96%	+0.53%	NEW
25	PMAR	Innovator U.s. Equity Power	ETF-其他	0.96%	+0.33%	NEW
26	EFV	Ishares Msci Eafe Value ETF	ETF-其他	0.83%	—	-4.65%
27	COST	Costco Wholesale CORP	股票-非循環性消費	0.83%	—	+0.49%
28	AMZN	Amazon.com INC	股票-循環性消費	0.83%	-0.30%	+12.43%
29	PSEP	Innovator U.s. Equity Power	ETF-其他	0.82%	+0.36%	NEW
30	TT	Trane Technologies plc	股票-工業	0.79%	—	—
31	PSX	Phillips 66	股票-能源	0.78%	—	+0.03%
32	FNOV	Ft Vest US Equity Buffer ETF	ETF-其他	0.71%	+0.52%	NEW
33	POCT	Innovator U.s. Equity Power	ETF-其他	0.64%	—	—
34	FTA	First Trust L C Val Alp	ETF-其他	0.62%	—	-10.76%
35	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.61%	—	-4.35%
36	QSPT	Ft Vest Nasdaq-100 Buffer Et	ETF-科技型	0.61%	+0.52%	NEW
37	FJAN	Ft Vest U.s. Equity Buffer E	ETF-其他	0.60%	+0.58%	NEW
38	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.60%	—	-0.06%
39	IYW	Ishares Ustechnology ETF	ETF-科技型	0.56%	—	+13.12%
40	TLH	Ishares 10-20 Year Treasury	ETF-政府公債	0.56%	—	+41.22%
41	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	0.56%	—	+29.02%
42	FTSM	First Trust Enh Short Mat Fd	ETF-其他	0.55%	—	—
43	IWD	Ishares Russell 1000 Value E	ETF-其他	0.53%	—	+0.16%
44	SPBO	Ss Spdr P CORP Bond ETF	ETF-投資等級公司債	0.53%	—	+25.98%
45	WFC	Wells Fargo & Co	股票-金融	0.53%	—	-0.07%
46	JNJ	Johnson & Johnson	股票-醫療保健	0.53%	—	-0.81%
47	ABBV	Abbvie INC	股票-醫療保健	0.52%	—	-0.38%
48	FTCS	First Trust Capital Strength	ETF-其他	0.52%	—	-4.98%
49	OZ	Belpointe Prep Llc- Class A	股票-其他	0.51%	—	—
50	SBUX	Starbucks CORP	股票-循環性消費	0.49%	—	-3.57%

1–50 of 191