Keystone Wealth Services, LLC — Q3 2025 13F 持股

Name: Keystone Wealth Services, LLC — 13F Holdings, Q3 2025
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

僅顯示前 200 大持股（共 294 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	6.06%	—	-20.55%
2	AAPL	Apple INC	股票-科技	4.13%	-0.50%	+0.70%
3	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	3.01%	-0.27%	+8.68%
4	NVDA	Nvidia CORP	股票-科技	2.92%	-0.45%	+4.73%
5	MSFT	Microsoft CORP	股票-科技	2.82%	-0.53%	+0.59%
6	FJUN	Ft Vest US Equity Buff Etf-j	ETF-其他	2.48%	+2.14%	NEW
7	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	2.28%	—	+2.49%
8	FMAY	Ft Vest US Equity Buffer ETF	ETF-其他	2.03%	+1.88%	NEW
9	FBND	Fidelity Total Bond ETF	ETF-其他	1.80%	—	+3.71%
10	COST	Costco Wholesale CORP	股票-非循環性消費	1.77%	—	+0.85%
11	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	1.69%	—	+2.07%
12	FBCG	Fidelity Blue Chip Grow ETF	ETF-其他	1.45%	—	+31.19%
13	CVX	Chevron CORP	股票-能源	1.40%	+0.48%	+2819.53%
14	XOM	Exxon Mobil CORP	股票-能源	1.32%	—	+0.12%
15	FMAR	Ft Vest US Equity Buffer ETF	ETF-其他	1.21%	+1.11%	NEW
16	FSEP	Ft Vest U.s. Equity Buffer E	ETF-其他	1.15%	+1.01%	NEW
17	AMZN	Amazon.com INC	股票-循環性消費	1.15%	-0.30%	+4.57%
18	COP	Conocophillips	股票-能源	1.14%	+0.45%	-0.01%
19	VIG	Vanguard Dividend Apprec ETF	ETF-其他	1.01%	—	+18.98%
20	ESGU	Ishares Esg Aware Msci USA	ETF-其他	0.98%	—	-4.18%
21	FIXD	First Trust Smith Opportunis	ETF-其他	0.97%	—	+22.14%
22	FJUL	Ft Vest US Equity Buffer ETF	ETF-其他	0.92%	+0.77%	NEW
23	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	0.86%	—	+85.32%
24	IGEB	Ishares Investment Grade Sys	ETF-投資等級公司債	0.84%	—	+230.58%
25	FQAL	Fidelity Quality Factor ETF	ETF-其他	0.83%	—	+804.66%
26	FFEB	Ft Vest US Equity Buffer ETF	ETF-其他	0.81%	+0.79%	NEW
27	DYNF	Ishrs US E F R A Etf-usd INC	ETF-其他	0.78%	+0.39%	+4.65%
28	TSLA	Tesla INC	股票-循環性消費	0.77%	—	+1.90%
29	STX	Seagate Technology Holdings plc	股票-科技	0.74%	+0.32%	-6.50%
30	PAUG	Innovator U.s. Equity Power	ETF-其他	0.72%	—	-4.93%
31	SCHZ	Schwab US Aggregate Bond ETF	ETF-其他	0.68%	—	—
32	FDEC	Ft Vest U.s. Equity Buffer E	ETF-其他	0.68%	+0.66%	NEW
33	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-其他	0.67%	+0.91%	NEW
34	QUAL	Ishares Msci USA Quality Fac	ETF-其他	0.66%	—	-48.40%
35	JGRO	Jpmorgan Active Growth ETF	ETF-其他	0.66%	—	+50.63%
36	WFC	Wells Fargo & Co	股票-金融	0.66%	—	-0.02%
37	JPM	Jpmorgan Chase & Co	股票-金融	0.65%	—	+4.80%
38	QQQM	Invesco Nasdaq 100 ETF	ETF-科技型	0.64%	—	+23.47%
39	FNDF	Schwab Fndmn Intl Lrg Co ETF	ETF-其他	0.64%	+0.75%	NEW
40	PNOV	Innovator U.s. Equity Power	ETF-其他	0.63%	+0.52%	NEW
41	FAUG	Ft Vest U.s. Equity Buffer E	ETF-其他	0.62%	+0.57%	NEW
42	FJAN	Ft Vest U.s. Equity Buffer E	ETF-其他	0.61%	+0.58%	NEW
43	RSP	Invesco S&p 500 Equal Weight	ETF-大型股與成長	0.60%	—	-2.90%
44	QSPT	Ft Vest Nasdaq-100 Buffer Et	ETF-科技型	0.58%	+0.52%	NEW
45	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.57%	—	+0.04%
46	FNOV	Ft Vest US Equity Buffer ETF	ETF-其他	0.57%	+0.52%	NEW
47	IYW	Ishares Ustechnology ETF	ETF-科技型	0.56%	—	-7.05%
48	FEX	First Trust Large Cap Core A	ETF-大型股與成長	0.55%	+0.53%	NEW
49	TT	Trane Technologies plc	股票-工業	0.51%	—	-6.15%
50	NET	Cloudflare INC - Class A	股票-科技	0.51%	—	+6.91%

1–50 of 200

本季持股變動

Keystone Wealth Services, LLC 於截至 Q3 2025 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	CVX	Chevron CORP	+1.3%	+2819.53%	加碼
2	NVDA	Nvidia CORP	+0.9%	+4.73%	加碼
3	FQAL	Fidelity Quality Factor ETF	+0.8%	+804.66%	加碼
4	IGEB	Ishares Investment Grade Sys	+0.5%	+230.58%	加碼
5	FBCG	Fidelity Blue Chip Grow ETF	+0.5%	+31.19%	加碼
6	FNDF	Schwab Fndmn Intl Lrg Co ETF	+0.4%	+193.04%	加碼
7	STX	Seagate Technology Holdings plc	+0.4%	-6.50%	減碼
8	QQQM	Invesco Nasdaq 100 ETF	+0.4%	+23.47%	加碼
9	IVW	Ishares S&p 500 Growth ETF	+0.4%	+85.32%	加碼
10	PLTR	Palantir Technologies Inc-a	+0.3%	+91.86%	加碼
11	TSLA	Tesla INC	+0.3%	+1.90%	加碼
12	MSFT	Microsoft CORP	+0.3%	+0.59%	減碼
13	NET	Cloudflare INC - Class A	+0.3%	+6.91%	加碼
14	JNK	Ss Spdr Bb High Yield Bond	+0.3%	+39.01%	加碼
15	QQQ	Invesco Qqq Trust Series 1	+0.2%	+8.68%	加碼
16	NAPR	Innovator Growth 100 Power B	+0.2%	—	加碼
17	JGRO	Jpmorgan Active Growth ETF	+0.2%	+50.63%	加碼
18	GMAY	Ft Vest U.s. Equity Moderate	+0.2%	—	加碼
19	JPM	Jpmorgan Chase & Co	+0.2%	+4.80%	加碼
20	IAU	Ishares Gold Trust	+0.1%	+0.71%	加碼
21	AVGO	Broadcom INC	+0.1%	+1.36%	加碼
22	EMB	Ishares Jp Morgan Usd Emergi	+0.1%	+106.51%	加碼
23	FDN	First Trust Dj Internet Ind	+0.1%	—	加碼
24	RSP	Invesco S&p 500 Equal Weight	+0.1%	-2.90%	加碼
25	AMZN	Amazon.com INC	+0.1%	+4.57%	加碼
26	FAUG	Ft Vest U.s. Equity Buffer E	+0.1%	+4.78%	加碼
27	DYNF	Ishrs US E F R A Etf-usd INC	0%	+4.65%	加碼
28	FMAY	Ft Vest US Equity Buffer ETF	—	-0.38%	加碼
29	FIXD	First Trust Smith Opportunis	0%	+22.14%	加碼
30	FJUN	Ft Vest US Equity Buff Etf-j	0%	-0.50%	加碼
31	VIG	Vanguard Dividend Apprec ETF	0%	+18.98%	加碼
32	AAPL	Apple INC	-0.1%	+0.70%	加碼
33	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.2%	+2.49%	減碼
34	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	-0.4%	-81.24%	減碼
35	COST	Costco Wholesale CORP	-0.7%	+0.85%	減碼
36	LMBS	First Trust Low Duration Opp	-0.7%	-69.85%	減碼
37	QUAL	Ishares Msci USA Quality Fac	-0.7%	-48.40%	減碼
38	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	-0.9%	-77.04%	減碼
39	IVV	Ishares Core S&p 500 ETF	-1.7%	-20.55%	減碼
40	SCHZ	Schwab US Aggregate Bond ETF	—	NEW	新建倉
41	IEMG	Ishares Core Msci Emerging	—	NEW	新建倉
42	VGUS	Vanguard Ultra Shrt Treasury	—	NEW	新建倉
43	BAI	Ishrs Ai In And Tech Act ETF	—	NEW	新建倉
44	SPYM	Ste Str Spdr Pt S&p 500 ETF	—	NEW	新建倉
45	HEFA	Isha Curr Hedged Msci Eafe	—	EXIT	清倉
46	SLV	Ishares Silver Trust	—	NEW	新建倉
47	ILF	Ishares Latin America 40 ETF	—	NEW	新建倉
48	BINC	Ishares Flex I A Etf-usd INC	—	NEW	新建倉
49	KBE	Ss Spdr S&p Bank ETF	—	NEW	新建倉
50	IWC	Ishares Micro-cap ETF	—	NEW	新建倉