Keystone Wealth Services, LLC — Q3 2024 13F 持股

Name: Keystone Wealth Services, LLC — 13F Holdings, Q3 2024
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001866189

申報總市值

US$4.7億

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僅顯示前 200 大持股（共 252 檔）

#	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	9.03%	—	+0.92%
2	AAPL	Apple INC	股票-科技	4.81%	-0.50%	+4.85%
3	MSFT	Microsoft CORP	股票-科技	2.90%	-0.53%	+12.60%
4	FJUN	Ft Vest US Equity Buff Etf-j	ETF-其他	2.69%	+2.14%	NEW
5	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.59%	-0.27%	+12.02%
6	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	2.47%	—	+7.94%
7	FBND	Fidelity Total Bond ETF	ETF-其他	2.45%	—	+1.71%
8	COST	Costco Wholesale CORP	股票-非循環性消費	2.23%	—	+124.09%
9	FMAY	Ft Vest US Equity Buffer ETF	ETF-其他	2.11%	+1.88%	NEW
10	NVDA	Nvidia CORP	股票-科技	2.07%	-0.45%	+150.86%
11	XOM	Exxon Mobil CORP	股票-能源	1.68%	—	+0.04%
12	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	1.59%	—	+3.64%
13	COP	Conocophillips	股票-能源	1.53%	+0.45%	-0.07%
14	FMAR	Ft Vest US Equity Buffer ETF	ETF-其他	1.35%	+1.11%	NEW
15	FSEP	Ft Vest U.s. Equity Buffer E	ETF-其他	1.34%	+1.01%	NEW
16	ESGU	Ishares Esg Aware Msci USA	ETF-其他	1.29%	—	-6.47%
17	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-其他	1.22%	—	+0.17%
18	FJUL	Ft Vest US Equity Buffer ETF	ETF-其他	1.14%	+0.77%	NEW
19	QUAL	Ishares Msci USA Quality Fac	ETF-其他	1.13%	—	+3.93%
20	AMZN	Amazon.com INC	股票-循環性消費	1.05%	-0.30%	+26.97%
21	FFEB	Ft Vest US Equity Buffer ETF	ETF-其他	0.97%	+0.79%	NEW
22	PAUG	Innovator U.s. Equity Power	ETF-其他	0.95%	—	-2.94%
23	FBCG	Fidelity Blue Chip Grow ETF	ETF-其他	0.95%	—	+14.94%
24	FDEC	Ft Vest U.s. Equity Buffer E	ETF-其他	0.89%	+0.66%	NEW
25	LMBS	First Trust Low Duration Opp	ETF-其他	0.86%	—	+1.22%
26	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.84%	—	+6.42%
27	PNOV	Innovator U.s. Equity Power	ETF-其他	0.84%	+0.52%	NEW
28	FAUG	Ft Vest U.s. Equity Buffer E	ETF-其他	0.79%	+0.57%	NEW
29	TT	Trane Technologies plc	股票-工業	0.69%	—	-14.88%
30	QSPT	Ft Vest Nasdaq-100 Buffer Et	ETF-科技型	0.67%	+0.52%	NEW
31	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.67%	—	+4.94%
32	FNOV	Ft Vest US Equity Buffer ETF	ETF-其他	0.67%	+0.52%	NEW
33	FEX	First Trust Large Cap Core A	ETF-大型股與成長	0.66%	+0.53%	NEW
34	PSX	Phillips 66	股票-能源	0.63%	—	-2.12%
35	IYW	Ishares Ustechnology ETF	ETF-科技型	0.63%	—	+4.43%
36	FJAN	Ft Vest U.s. Equity Buffer E	ETF-其他	0.62%	+0.58%	NEW
37	XLG	Invesco S&p 500 Top 50 ETF	ETF-大型股與成長	0.62%	—	+5.51%
38	MUB	Ishares National Muni Bond E	ETF-其他	0.59%	—	-3.43%
39	WFC	Wells Fargo & Co	股票-金融	0.56%	—	-0.30%
40	FIXD	First Trust Smith Opportunis	ETF-其他	0.54%	—	+1.14%
41	SPBO	Ss Spdr P CORP Bond ETF	ETF-投資等級公司債	0.53%	—	-4.13%
42	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公債	0.52%	—	-0.47%
43	PMAR	Innovator U.s. Equity Power	ETF-其他	0.51%	+0.33%	NEW
44	PSEP	Innovator U.s. Equity Power	ETF-其他	0.51%	+0.36%	NEW
45	FTSM	First Trust Enh Short Mat Fd	ETF-其他	0.51%	—	+12.86%
46	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	0.50%	—	+17.80%
47	QJUN	Ft Vest Nasdaq-100 Buffer Et	ETF-科技型	0.50%	-1.09%	-8.07%
48	IWD	Ishares Russell 1000 Value E	ETF-其他	0.49%	—	+7.77%
49	TSLA	Tesla INC	股票-循環性消費	0.48%	—	+9.58%
50	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	0.47%	—	-0.77%

1–50 of 200