COMMONWEALTH EQUITY SERVICES, LLC
WALTHAM MA · SEC CIK 0000312272
$795.22亿2026Q2 申报市值
4,415持仓数
17.0%前十大占比 · 第一大 3.1%
287 / 205新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CCL 新建仓+$1.23亿
QQQM 加仓+$7,483.48万
PVAL 加仓+$6,697.46万
FFLG 加仓+$5,278.83万
LLY 加仓+$4,984.00万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$1.24亿
CCL 清仓-$1.07亿
SPY 减仓-$1.00亿
NVDA 减仓-$9,651.60万
QQQ 减仓-$8,526.26万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $24.68亿 | 3.10% | 8,527,911 | -427,457 | -4.8% | -$1.24亿 | 减仓 |
| IVV | ISHARES TR | $19.97亿 | 2.51% | 2,667,178 | 26,857 | 1.0% | $2,011.29万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $17.21亿 | 2.16% | 8,601,787 | -482,363 | -5.3% | -$9,651.60万 | 减仓 |
| QQQ | INVESCO QQQ TR | $12.25亿 | 1.54% | 1,663,168 | -115,783 | -6.5% | -$8,526.26万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $11.88亿 | 1.49% | 16,668,145 | -103,380 | -0.6% | -$736.58万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $11.09亿 | 1.39% | 1,485,119 | -134,244 | -8.3% | -$1.00亿 | 减仓 |
| MSFT | MICROSOFT CORP | $10.73亿 | 1.35% | 2,877,386 | -146,172 | -4.8% | -$5,452.51万 | 减仓 |
| AMZN | AMAZON COM INC | $9.83亿 | 1.24% | 4,122,704 | -272,659 | -6.2% | -$6,498.55万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $9.03亿 | 1.14% | 1,315,456 | -14,397 | -1.1% | -$988.80万 | 减仓 |
| IWF | ISHARES TR | $8.34亿 | 1.05% | 6,714,484 | -163,052 | -2.4% | -$2,024.62万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $7.88亿 | 0.99% | 9,146,871 | -364,755 | -3.8% | -$3,142.00万 | 减仓 |
| GOOGL | ALPHABET INC | $7.32亿 | 0.92% | 2,048,965 | -103,261 | -4.8% | -$3,690.24万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $7.11亿 | 0.89% | 1,920,318 | -48,715 | -2.5% | -$1,802.65万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $6.74亿 | 0.85% | 13,667,917 | 199,910 | 1.5% | $985.16万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $6.58亿 | 0.83% | 13,948,665 | 396,101 | 2.9% | $1,869.60万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $5.93亿 | 0.75% | 2,722,879 | 85,903 | 3.3% | $1,872.08万 | 加仓 |
| DGRO | ISHARES TR | $5.48亿 | 0.69% | 7,235,888 | 10,411 | 0.1% | $78.90万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $5.45亿 | 0.69% | 2,302,544 | -71,526 | -3.0% | -$1,692.45万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.35亿 | 0.67% | 1,070,077 | -36,858 | -3.3% | -$1,844.34万 | 减仓 |
| GOOG | ALPHABET INC | $5.24亿 | 0.66% | 1,483,277 | -91,006 | -5.8% | -$3,215.52万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $4.60亿 | 0.58% | 5,668,806 | 57,008 | 1.0% | $462.11万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4.38亿 | 0.55% | 1,338,645 | -73,360 | -5.2% | -$2,401.29万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $4.31亿 | 0.54% | 1,422,385 | 247,004 | 21.0% | $7,483.48万 | 加仓 |
| IVW | ISHARES TR | $4.24亿 | 0.53% | 3,084,786 | 47,626 | 1.6% | $655.00万 | 加仓 |
| LLY | ELI LILLY & CO | $4.14亿 | 0.52% | 344,848 | 41,553 | 13.7% | $4,984.00万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $4.06亿 | 0.51% | 7,976,865 | 1,314,517 | 19.7% | $6,697.46万 | 加仓 |
| IWD | ISHARES TR | $3.88亿 | 0.49% | 1,601,482 | -4,760 | -0.3% | -$115.40万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3.71亿 | 0.47% | 8,368,847 | 31,296 | 0.4% | $138.83万 | 加仓 |
| IJR | ISHARES TR | $3.67亿 | 0.46% | 2,474,395 | -225,092 | -8.3% | -$3,338.34万 | 减仓 |
| AVGO | BROADCOM INC | $3.63亿 | 0.46% | 961,801 | -22,966 | -2.3% | -$867.54万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $3.58亿 | 0.45% | 2,266,781 | -126,120 | -5.3% | -$1,993.07万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.53亿 | 0.44% | 5,908,901 | -184,553 | -3.0% | -$1,101.60万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $3.46亿 | 0.44% | 9,477,811 | -432,074 | -4.4% | -$1,578.37万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $3.34亿 | 0.42% | 4,912,649 | 229,997 | 4.9% | $1,564.21万 | 加仓 |
| IJH | ISHARES TR | $3.33亿 | 0.42% | 4,313,184 | -544,463 | -11.2% | -$4,198.35万 | 减仓 |
| TSLA | TESLA INC | $3.31亿 | 0.42% | 787,760 | -46,867 | -5.6% | -$1,971.23万 | 减仓 |
| CAT | CATERPILLAR INC | $3.30亿 | 0.41% | 309,841 | -19,996 | -6.1% | -$2,129.38万 | 减仓 |
| IWP | ISHARES TR | $3.25亿 | 0.41% | 2,218,307 | -35,267 | -1.6% | -$516.34万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3.20亿 | 0.40% | 341,591 | -15,293 | -4.3% | -$1,430.62万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3.17亿 | 0.40% | 1,249,344 | -27,074 | -2.1% | -$687.60万 | 减仓 |
| VO | VANGUARD INDEX FDS | $3.17亿 | 0.40% | 3,928,916 | -93,592 | -2.3% | -$754.07万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $3.14亿 | 0.39% | 271,845 | -2,523 | -0.9% | -$291.23万 | 减仓 |
| IWS | ISHARES TR | $3.07亿 | 0.39% | 1,868,064 | 2,768 | 0.1% | $45.56万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3.07亿 | 0.39% | 1,611,687 | -80,541 | -4.8% | -$1,534.47万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $3.05亿 | 0.38% | 9,607,085 | 162,613 | 1.7% | $515.65万 | 加仓 |
| MUB | ISHARES TR | $3.02亿 | 0.38% | 2,808,282 | -15,270 | -0.5% | -$164.34万 | 减仓 |
| GLD | SPDR GOLD TR | $3.02亿 | 0.38% | 820,221 | -31,296 | -3.7% | -$1,152.88万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $2.97亿 | 0.37% | 5,895,171 | 169,069 | 3.0% | $851.94万 | 加仓 |
| META | META PLATFORMS INC | $2.89亿 | 0.36% | 512,963 | -21,853 | -4.1% | -$1,230.96万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2.88亿 | 0.36% | 950,658 | -30,221 | -3.1% | -$916.06万 | 减仓 |
| — | EXXON MOBIL CORP | $2.77亿 | 0.35% | 2,028,659 | -57,716 | -2.8% | -$789.09万 | 减仓 |
| IEFA | ISHARES TR | $2.75亿 | 0.35% | 2,845,616 | -4,064 | -0.1% | -$39.25万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2.71亿 | 0.34% | 1,272,576 | 65,665 | 5.4% | $1,397.15万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $2.69亿 | 0.34% | 6,707,611 | 619,555 | 10.2% | $2,486.27万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2.66亿 | 0.33% | 457,923 | -73,253 | -13.8% | -$4,255.34万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2.62亿 | 0.33% | 2,046,952 | 32,210 | 1.6% | $411.68万 | 加仓 |
| ABBV | ABBVIE INC | $2.45亿 | 0.31% | 975,105 | -25,609 | -2.6% | -$644.43万 | 减仓 |
| IWY | ISHARES TR | $2.41亿 | 0.30% | 828,066 | -88,673 | -9.7% | -$2,577.02万 | 减仓 |
| IAU | ISHARES GOLD TR | $2.34亿 | 0.29% | 3,104,618 | -101,678 | -3.2% | -$767.77万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2.33亿 | 0.29% | 5,512,320 | -47,785 | -0.9% | -$202.27万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2.33亿 | 0.29% | 5,113,836 | 228,394 | 4.7% | $1,038.96万 | 加仓 |
| WMT | WALMART INC | $2.25亿 | 0.28% | 1,988,933 | -66,881 | -3.3% | -$757.49万 | 减仓 |
| IVE | ISHARES TR | $2.22亿 | 0.28% | 976,621 | -62,662 | -6.0% | -$1,422.80万 | 减仓 |
| QUAL | ISHARES TR | $2.21亿 | 0.28% | 1,008,946 | -331,109 | -24.7% | -$7,265.53万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2.21亿 | 0.28% | 3,912,766 | -451,482 | -10.3% | -$2,549.97万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $2.17亿 | 0.27% | 5,291,530 | 8,881 | 0.2% | $36.50万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $2.16亿 | 0.27% | 2,777,145 | -70,728 | -2.5% | -$551.04万 | 减仓 |
| ITOT | ISHARES TR | $2.12亿 | 0.27% | 1,288,810 | -1,789 | -0.1% | -$29.39万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2.11亿 | 0.26% | 1,436,536 | -57,196 | -3.8% | -$838.72万 | 减仓 |
| FLCG | FEDERATED HERMES ETF TRUST | $2.08亿 | 0.26% | 6,239,920 | 41,225 | 0.7% | $137.32万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2.07亿 | 0.26% | 1,736,874 | 224,565 | 14.8% | $2,672.10万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $2.02亿 | 0.25% | 3,290,625 | 167,946 | 5.4% | $1,032.20万 | 加仓 |
| V | VISA INC | $2.01亿 | 0.25% | 585,985 | -44,931 | -7.1% | -$1,541.54万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1.98亿 | 0.25% | 4,446,114 | 193,198 | 4.5% | $859.34万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1.91亿 | 0.24% | 668,463 | 1,087 | 0.2% | $31.04万 | 加仓 |
| IEMG | ISHARES INC | $1.90亿 | 0.24% | 2,291,073 | -326,669 | -12.5% | -$2,706.13万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1.88亿 | 0.24% | 260,004 | -7,837 | -2.9% | -$566.61万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1.87亿 | 0.24% | 2,129,512 | -62,184 | -2.8% | -$545.79万 | 减仓 |
| HD | HOME DEPOT INC | $1.86亿 | 0.23% | 527,320 | -38,363 | -6.8% | -$1,352.99万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1.83亿 | 0.23% | 1,534,304 | -14,312 | -0.9% | -$171.06万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $1.82亿 | 0.23% | 4,171,069 | 150,876 | 3.8% | $660.08万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1.81亿 | 0.23% | 1,412,717 | 58,745 | 4.3% | $752.41万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $1.81亿 | 0.23% | 2,910,411 | 9,048 | 0.3% | $56.20万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1.80亿 | 0.23% | 2,987,353 | 17,168 | 0.6% | $103.51万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $1.80亿 | 0.23% | 3,396,903 | 96,787 | 2.9% | $511.52万 | 加仓 |
| COWZ | PACER FDS TR | $1.78亿 | 0.22% | 2,866,315 | -162,835 | -5.4% | -$1,012.83万 | 减仓 |
| AGG | ISHARES TR | $1.78亿 | 0.22% | 1,800,481 | 18,201 | 1.0% | $180.15万 | 加仓 |
| USMV | ISHARES TR | $1.75亿 | 0.22% | 1,816,713 | -90,082 | -4.7% | -$868.93万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1.73亿 | 0.22% | 1,042,090 | -54,530 | -5.0% | -$903.89万 | 减仓 |
| CSCO | CISCO SYS INC | $1.70亿 | 0.21% | 1,447,536 | -183,802 | -11.3% | -$2,158.94万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $1.69亿 | 0.21% | 1,715,615 | 146,313 | 9.3% | $1,442.50万 | 加仓 |
| IYW | ISHARES TR | $1.69亿 | 0.21% | 669,449 | -316 | -0.0% | -$7.97万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $1.68亿 | 0.21% | 1,580,126 | 87,649 | 5.9% | $931.80万 | 加仓 |
| IWO | ISHARES TR | $1.68亿 | 0.21% | 425,316 | -7,162 | -1.7% | -$282.15万 | 减仓 |
| IWN | ISHARES TR | $1.67亿 | 0.21% | 756,672 | -36,875 | -4.6% | -$815.67万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1.64亿 | 0.21% | 4,450,159 | 126,418 | 2.9% | $465.72万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.60亿 | 0.20% | 567,549 | -34,577 | -5.7% | -$972.34万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1.57亿 | 0.20% | 3,647,508 | 192,180 | 5.6% | $829.06万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $1.56亿 | 0.20% | 3,733,082 | 188,525 | 5.3% | $790.11万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $1.56亿 | 0.20% | 3,848,941 | 677,696 | 21.4% | $2,750.09万 | 加仓 |