Keystone Wealth Services, LLC
- SEC CIK
- 0001866189
- 最新申報
- 2026/8/5
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/14 申報。只含多頭部位。
- 持股檔數
- 171
- 2021 年第 3 季沒有申報
- 總值
- $2.46 億
- 2021 年第 3 季沒有申報
Keystone Wealth Services, LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 50,746 | $2,421 萬 | 9.8% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 133,027 | $1,435 萬 | 5.8% | – | – | – |
| AAPLApple Inc. | Stock | 69,422 | $1,233 萬 | 5.0% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 60,891 | $895.8 萬 | 3.6% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 15,894 | $693.9 萬 | 2.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 18,249 | $613.8 萬 | 2.5% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 15,423 | $613.6 萬 | 2.5% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 112,839 | $597.3 萬 | 2.4% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 113,551 | $583.7 萬 | 2.4% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 193,640 | $516.6 萬 | 2.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 125,172 | $475.4 萬 | 1.9% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 9 | $405.6 萬 | 1.6% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 31,121 | $402.1 萬 | 1.6% | – | – | – |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 43,074 | $397.7 萬 | 1.6% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 32,332 | $376.0 萬 | 1.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,724 | $366.9 萬 | 1.5% | – | – | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 32,888 | $362.7 萬 | 1.5% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 31,771 | $347.8 萬 | 1.4% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 107,518 | $322.2 萬 | 1.3% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 59,486 | $299.7 萬 | 1.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 76,728 | $297.2 萬 | 1.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 24,196 | $277.1 萬 | 1.1% | – | – | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 42,129 | $271.3 萬 | 1.1% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 31,594 | $255.6 萬 | 1.0% | – | – | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 60,900 | $219.3 萬 | 0.9% | – | – | – |
| AMZNAmazon Com Inc | Stock | 640 | $213.4 萬 | 0.9% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 10,557 | $213.3 萬 | 0.9% | – | – | 歷史 |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 17,624 | $211.9 萬 | 0.9% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 3,700 | $210.1 萬 | 0.9% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 54,312 | $189.9 萬 | 0.8% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 48,170 | $187.2 萬 | 0.8% | – | – | – |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 26,344 | $184.1 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,664 | $169.8 萬 | 0.7% | – | – | – |
| IRTIndependence Realty Trust, Inc. | COM | 65,074 | $168.1 萬 | 0.7% | – | – | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 41,695 | $165.7 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,159 | $165.6 萬 | 0.7% | – | – | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 49,890 | $154.7 萬 | 0.6% | – | – | – |
| SBUXStarbucks Corp | Stock | 13,204 | $154.5 萬 | 0.6% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 17,794 | $150.4 萬 | 0.6% | – | – | – |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 14,586 | $150.0 萬 | 0.6% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 12,433 | $141.5 萬 | 0.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,726 | $141.3 萬 | 0.6% | – | – | 歷史 |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 43,660 | $138.8 萬 | 0.6% | – | – | – |
| DISWalt Disney Co | Stock | 8,871 | $137.4 萬 | 0.6% | – | – | 歷史 |
| OZBelpointe PREP, LLC | UNIT RP LTD LB A | 13,272 | $132.8 萬 | 0.5% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 7,668 | $131.2 萬 | 0.5% | – | – | 歷史 |
| AXTIAxt Inc | COM | 148,686 | $131.0 萬 | 0.5% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 36,265 | $129.5 萬 | 0.5% | – | – | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 5,995 | $126.4 萬 | 0.5% | – | – | – |
| iShares Tr464288588 | MBS ETF | 11,576 | $124.4 萬 | 0.5% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 20,462 | $122.5 萬 | 0.5% | – | – | – |
| iShares Tr464287333 | GLOBAL FINLS ETF | 14,417 | $115.4 萬 | 0.5% | – | – | – |
| COPConocoPhillips | Stock | 15,876 | $114.6 萬 | 0.5% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,077 | $113.8 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287796 | U.S. ENERGY ETF | 37,823 | $113.8 萬 | 0.5% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 5,049 | $112.3 萬 | 0.5% | – | – | – |
| PFEPfizer Inc | Stock | 18,511 | $109.3 萬 | 0.4% | – | – | 歷史 |
| TGTTarget Corp | Stock | 4,679 | $108.3 萬 | 0.4% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 27,724 | $108.1 萬 | 0.4% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 6,403 | $107.5 萬 | 0.4% | – | – | – |
| ABBVAbbVie Inc. | Stock | 7,909 | $107.1 萬 | 0.4% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 2,880 | $104.6 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 9,219 | $98.6 萬 | 0.4% | – | – | – |
| First Tr Exchange-Traded Alp33734Y109 | COM SHS | 10,045 | $97.5 萬 | 0.4% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 18,017 | $97.1 萬 | 0.4% | – | – | – |
| VVisa Inc. | Stock | 4,460 | $96.7 萬 | 0.4% | – | – | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 29,438 | $90.9 萬 | 0.4% | – | – | – |
| ABTAbbott Laboratories | Stock | 5,961 | $83.9 萬 | 0.3% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 8,537 | $81.1 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 279 | $80.8 萬 | 0.3% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,703 | $80.8 萬 | 0.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 1,832 | $76.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,093 | $74.7 萬 | 0.3% | – | – | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 6,215 | $73.6 萬 | 0.3% | – | – | – |
| QCOMQualcomm Inc | Stock | 4,004 | $73.2 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 20,100 | $70.8 萬 | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 4,287 | $67.9 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 6,465 | $66.2 萬 | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 14,900 | $64.1 萬 | 0.3% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 9,652 | $63.6 萬 | 0.3% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,811 | $62.4 萬 | 0.3% | – | – | – |
| MCDMcDonalds Corp | Stock | 2,321 | $62.2 萬 | 0.3% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 13,079 | $62.0 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,167 | $61.3 萬 | 0.2% | – | – | – |
| IRIngersoll Rand Inc. | COM | 9,638 | $59.6 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,018 | $59.1 萬 | 0.2% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 7,233 | $58.2 萬 | 0.2% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,839 | $56.2 萬 | 0.2% | – | – | – |
| CALBCalifornia BanCorp | COM | 26,250 | $55.7 萬 | 0.2% | – | – | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 10,471 | $54.2 萬 | 0.2% | – | – | – |
| AMGNAmgen Inc | Stock | 2,401 | $54.0 萬 | 0.2% | – | – | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 3,081 | $54.0 萬 | 0.2% | – | – | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 14,000 | $51.2 萬 | 0.2% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 9,789 | $48.9 萬 | 0.2% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 4,194 | $48.3 萬 | 0.2% | – | – | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 4,263 | $48.1 萬 | 0.2% | – | – | – |
| ALLEAllegion plc | ORD SHS | 3,526 | $46.7 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 8,961 | $46.6 萬 | 0.2% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,381 | $44.8 萬 | 0.2% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 3,643 | $44.7 萬 | 0.2% | – | – | – |