Keystone Wealth Services, LLC — Q4 2025 13F 持股

Name: Keystone Wealth Services, LLC — 13F Holdings, Q4 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 246 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	RSSE	Ft Vest US Equi Eq W ETF - S	ETF-其他	11.52%	-11.52%	EXIT
2	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	5.91%	—	-1.27%
3	AAPL	Apple INC	股票-科技	4.57%	-0.50%	+7.27%
4	NVDA	Nvidia CORP	股票-科技	3.24%	-0.45%	+14.71%
5	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.99%	-0.27%	+0.67%
6	MSFT	Microsoft CORP	股票-科技	2.54%	-0.53%	+0.12%
7	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	2.32%	—	+2.68%
8	PMAY	Innovator U.s. Equity Power	ETF-其他	2.23%	-2.17%	+3126.77%
9	XNTK	Ss Spdr Nyse Tech ETF	ETF-科技型	1.98%	-1.98%	EXIT
10	FBND	Fidelity Total Bond ETF	ETF-其他	1.74%	—	+1.06%
11	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	1.70%	—	+2.17%
12	COST	Costco Wholesale CORP	股票-非循環性消費	1.58%	—	-0.39%
13	QJUN	Ft Vest Nasdaq-100 Buffer Et	ETF-科技型	1.52%	-1.09%	+233.01%
14	FBCG	Fidelity Blue Chip Grow ETF	ETF-其他	1.45%	—	+1.62%
15	FAD	First Trust Multi Cap Growth	ETF-其他	1.38%	-1.38%	EXIT
16	XOM	Exxon Mobil CORP	股票-能源	1.37%	—	+0.18%
17	CVX	Chevron CORP	股票-能源	1.36%	+0.48%	+2.46%
18	AMZN	Amazon.com INC	股票-循環性消費	1.22%	-0.30%	+4.47%
19	GJUN	Ft Vest US Equity Moderate B	ETF-其他	1.15%	-0.84%	+269.82%
20	COP	Conocophillips	股票-能源	1.08%	+0.45%	+0.00%
21	VIG	Vanguard Dividend Apprec ETF	ETF-其他	1.02%	—	+2.38%
22	BUFY	Ftvest Lddrdintlmod Buff ETF	ETF-其他	0.99%	-0.79%	—
23	ESGU	Ishares Esg Aware Msci USA	ETF-其他	0.97%	—	-0.46%
24	FIXD	First Trust Smith Opportunis	ETF-其他	0.96%	—	+2.09%
25	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	0.86%	—	+1.95%
26	STX	Seagate Technology Holdings plc	股票-科技	0.83%	+0.32%	—
27	IGEB	Ishares Investment Grade Sys	ETF-投資等級公司債	0.83%	—	+2.99%
28	FQAL	Fidelity Quality Factor ETF	ETF-其他	0.82%	—	+1.65%
29	DYNF	Ishrs US E F R A Etf-usd INC	ETF-其他	0.80%	+0.39%	+3.26%
30	DOCT	Ft Vest U.s. Equity Deep Buf	ETF-其他	0.77%	-0.68%	+889.55%
31	TSLA	Tesla INC	股票-循環性消費	0.74%	—	-1.90%
32	WFC	Wells Fargo & Co	股票-金融	0.71%	—	+0.00%
33	SCHZ	Schwab US Aggregate Bond ETF	ETF-其他	0.68%	—	+4.17%
34	PAUG	Innovator U.s. Equity Power	ETF-其他	0.68%	—	-3.47%
35	JGRO	Jpmorgan Active Growth ETF	ETF-其他	0.67%	—	+6.56%
36	FNDC	Schwab Fndmnt Intl Sm Eq ETF	ETF-其他	0.67%	-0.67%	EXIT
37	JPM	Jpmorgan Chase & Co	股票-金融	0.66%	—	+2.93%
38	QUAL	Ishares Msci USA Quality Fac	ETF-其他	0.64%	—	-1.46%
39	QQQM	Invesco Nasdaq 100 ETF	ETF-科技型	0.56%	—	-12.07%
40	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.54%	—	-2.21%
41	IYW	Ishares Ustechnology ETF	ETF-科技型	0.53%	—	-3.50%
42	RSP	Invesco S&p 500 Equal Weight	ETF-大型股與成長	0.53%	—	-8.69%
43	FTSM	First Trust Enh Short Mat Fd	ETF-其他	0.50%	—	+3.75%
44	DJAN	Ft Vest U.s. Equity Deep Buf	ETF-其他	0.48%	-0.31%	+184.83%
45	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.47%	—	+11.31%
46	NET	Cloudflare INC - Class A	股票-科技	0.46%	—	+3.07%
47	VGUS	Vanguard Ultra Shrt Treasury	ETF-政府公債	0.46%	—	+37.17%
48	TT	Trane Technologies plc	股票-工業	0.43%	—	-4.52%
49	PSX	Phillips 66	股票-能源	0.43%	—	-1.67%
50	IEMG	Ishares Core Msci Emerging	ETF-新興市場	0.42%	—	+6.44%

1–50 of 200

本季持股變動

Keystone Wealth Services, LLC 於截至 Q4 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	PMAY	Innovator U.s. Equity Power	+2.2%	+3126.77%	加碼
2	QJUN	Ft Vest Nasdaq-100 Buffer Et	+1.1%	+233.01%	加碼
3	GJUN	Ft Vest US Equity Moderate B	+0.8%	+269.82%	加碼
4	DOCT	Ft Vest U.s. Equity Deep Buf	+0.7%	+889.55%	加碼
5	AAPL	Apple INC	+0.4%	+7.27%	加碼
6	NVDA	Nvidia CORP	+0.3%	+14.71%	加碼
7	DJAN	Ft Vest U.s. Equity Deep Buf	+0.3%	+184.83%	加碼
8	AXTI	Axt INC	+0.2%	-3.89%	減碼
9	RSSE	Ft Vest US Equi Eq W ETF - S	—	NEW	新建倉
10	FJUN	Ft Vest US Equity Buff Etf-j	—	EXIT	清倉
11	XNTK	Ss Spdr Nyse Tech ETF	—	NEW	新建倉
12	FMAY	Ft Vest US Equity Buffer ETF	—	EXIT	清倉
13	FAD	First Trust Multi Cap Growth	—	NEW	新建倉
14	FMAR	Ft Vest US Equity Buffer ETF	—	EXIT	清倉
15	FSEP	Ft Vest U.s. Equity Buffer E	—	EXIT	清倉
16	BUFY	Ftvest Lddrdintlmod Buff ETF	—	NEW	新建倉
17	FJUL	Ft Vest US Equity Buffer ETF	—	EXIT	清倉
18	FFEB	Ft Vest US Equity Buffer ETF	—	EXIT	清倉
19	FNDC	Schwab Fndmnt Intl Sm Eq ETF	—	NEW	新建倉
20	FDEC	Ft Vest U.s. Equity Buffer E	—	EXIT	清倉
21	BUFR	Ft Vest Lad Buffervetf-usd I	—	EXIT	清倉
22	FNDF	Schwab Fndmn Intl Lrg Co ETF	—	EXIT	清倉
23	PNOV	Innovator U.s. Equity Power	—	EXIT	清倉
24	FAUG	Ft Vest U.s. Equity Buffer E	—	EXIT	清倉
25	FJAN	Ft Vest U.s. Equity Buffer E	—	EXIT	清倉
26	QSPT	Ft Vest Nasdaq-100 Buffer Et	—	EXIT	清倉
27	FNOV	Ft Vest US Equity Buffer ETF	—	EXIT	清倉
28	FEX	First Trust Large Cap Core A	—	EXIT	清倉
29	PSEP	Innovator U.s. Equity Power	—	EXIT	清倉
30	PMAR	Innovator U.s. Equity Power	—	EXIT	清倉
31	FTC	First Trust Large Cap Growth	—	EXIT	清倉
32	FAPR	Ft Vest U.s. Equity Buffer E	—	EXIT	清倉
33	JNK	Ss Spdr Bb High Yield Bond	—	EXIT	清倉
34	SPMD	Ss Spdr P S&p 400 Midcap ETF	—	EXIT	清倉
35	GMAR	Ft Vest US Equity Moderate B	—	EXIT	清倉
36	DFEB	Ft Vest U.s. Equity Deep Buf	—	EXIT	清倉
37	PJUL	Innovator U.s. Equity Power	—	EXIT	清倉
38	GFEB	Ft Vest US Equity Moderate B	—	EXIT	清倉
39	GAPR	Ft Vest US Equity Moderate B	—	EXIT	清倉
40	QDEC	Ft Vest Nasdaq-100 Buffer Et	—	EXIT	清倉
41	FDL	First Trust Morn Dvd Lead In	—	NEW	新建倉
42	DNOV	Ft Vest US Equity Deep Buffe	—	EXIT	清倉
43	SPYM	Ste Str Spdr Pt S&p 500 ETF	—	EXIT	清倉
44	GMAY	Ft Vest U.s. Equity Moderate	—	EXIT	清倉
45	QMAR	Ft Vest Nasdaq-100 Buffer Et	—	EXIT	清倉
46	BUFQ	Ft Vst Lad Nsdq Buf Etf-usdi	—	EXIT	清倉
47	FNX	First Trust Mid Cap Core Alp	—	EXIT	清倉
48	SPBO	Ss Spdr P CORP Bond ETF	—	EXIT	清倉
49	SLV	Ishares Silver Trust	—	EXIT	清倉
50	SPAB	Ss Spdr P Agg Bond ETF	—	EXIT	清倉