13F 机构持仓

COMMONWEALTH EQUITY SERVICES, LLC

WALTHAM MA · SEC CIK 0000312272

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$795.22亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.1%
IVV 2.5%
NVDA 2.2%
QQQ 1.5%
VEA 1.5%
SPY 1.4%
MSFT 1.3%
AMZN 1.2%
VOO 1.1%
IWF 1.0%

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
— INNOVATOR ETFS TRUST $221.53万0.00%60,320 -2,067-3.3% -$7.59万 减仓
STWD STARWOOD PPTY TR INC $222.03万0.00%135,550 -78-0.1% -$1,278 减仓
EXE EXPAND ENERGY CORPORATION $222.05万0.00%24,351 -1,808-6.9% -$16.49万 减仓
THG HANOVER INS GROUP INC $222.27万0.00%10,381 1191.2% $2.55万 加仓
— ARMADA ACQUISITION CORP II $222.45万0.00%213,482 37,04421.0% $38.60万 加仓
KGC KINROSS GOLD CORP $222.63万0.00%94,256 -22,873-19.5% -$54.03万 减仓
SMLV SPDR SERIES TRUST $223.46万0.00%14,200 -1,604-10.1% -$25.24万 减仓
AXTI AXT INC $223.59万0.00%31,019 -666-2.1% -$4.80万 减仓
HXL HEXCEL CORP NEW $223.75万0.00%22,361 -1,646-6.9% -$16.47万 减仓
LYV LIVE NATION ENTERTAINMENT IN $223.89万0.00%12,227 -19-0.2% -$3,479 减仓
PDBC INVESCO ACTVELY MNGD ETC FD $223.93万0.00%141,014 5,5064.1% $8.74万 加仓
BBH VANECK ETF TRUST $224.01万0.00%11,022 9829.8% $19.96万 加仓
IBMQ ISHARES TR $224.06万0.00%87,590 3,2813.9% $8.39万 加仓
IBMR ISHARES TR $224.17万0.00%88,291 -2,077-2.3% -$5.27万 减仓
ALSN ALLISON TRANSMISSION HLDGS I $224.32万0.00%19,897 1680.9% $1.89万 加仓
HYT BLACKROCK CORPOR HI YLD FD I $224.61万0.00%262,394 -32,729-11.1% -$28.02万 减仓
RVT ROYCE SMALL CAP TRUST INC $224.66万0.00%121,634 -9,461-7.2% -$17.47万 减仓
POR PORTLAND GEN ELEC CO $224.84万0.00%43,381 2,8517.0% $14.78万 加仓
FISI FINANCIAL INSTITUTIONS INC $224.94万0.00%57,721 -1,182-2.0% -$4.61万 减仓
SPMB SPDR SERIES TRUST $225.03万0.00%100,864 6,3056.7% $14.07万 加仓
FNY FIRST TR EXCHANGE-TRADED ALP $225.18万0.00%20,313 3701.9% $4.10万 加仓
— FLEXSHARES TR $225.31万0.00%55,091 -536-1.0% -$2.19万 减仓
— CALAMOS ETF TR $225.35万0.00%79,982 -3,450-4.1% -$9.72万 减仓
MYN BLACKROCK MUNIYIELD N Y QUAL $225.71万0.00%222,373 9,6794.6% $9.82万 加仓
— AIM ETF PRODUCTS TRUST $226.20万0.00%66,393 -1,370-2.0% -$4.67万 减仓
REG REGENCY CTRS CORP $226.32万0.00%28,382 1,9767.5% $15.76万 加仓
XCHYX CALAMOS CONV & HIGH INCOME F $226.83万0.00%166,540 3,4032.1% $4.63万 加仓
SGML SIGMA LITHIUM CORPORATION $226.94万0.00%179,397 -19,028-9.6% -$24.07万 减仓
— ETF OPPORTUNITIES TRUST $227.09万0.00%115,450 -7,746-6.3% -$15.24万 减仓
— ETF OPPORTUNITIES TRUST $227.35万0.00%41,692 1,7224.3% $9.39万 加仓
EVIM MORGAN STANLEY ETF TRUST $227.42万0.00%42,697 29,721229.0% $158.31万 加仓
DFSI DIMENSIONAL ETF TRUST $228.15万0.00%50,588 -687-1.3% -$3.10万 减仓
— INNOVATOR ETFS TRUST $228.32万0.00%74,994 21,09439.1% $64.22万 加仓
HEGD LISTED FDS TR $228.45万0.00%85,690 -2,612-3.0% -$6.96万 减仓
— FIDELITY COVINGTON TRUST $228.58万0.00%46,621 6331.4% $3.10万 加仓
— INNOVATOR ETFS TRUST $228.69万0.00%113,860 -605-0.5% -$1.22万 减仓
MFSB MFS ACTIVE EXCHANGE TRADED F $229.10万0.00%91,897 9,55411.6% $23.82万 加仓
MOS MOSAIC CO $230.49万0.00%108,774 7,4617.4% $15.81万 加仓
SPHY SPDR SERIES TRUST $230.63万0.00%98,393 -5,188-5.0% -$12.16万 减仓
AR ANTERO RESOURCES CORP $230.64万0.00%65,634 7,67913.2% $26.98万 加仓
IR INGERSOLL RAND INC $231.22万0.00%28,201 -5,448-16.2% -$44.67万 减仓
OTTR OTTER TAIL CORP $231.86万0.00%25,768 -1,097-4.1% -$9.87万 减仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $232.05万0.00%9,283 -1,152-11.0% -$28.80万 减仓
— FIRST TR EXCHNG TRADED FD VI $232.23万0.00%57,038 00.0% — 不变
FNDB SCHWAB STRATEGIC TR $232.25万0.00%76,246 -7,572-9.0% -$23.06万 减仓
— ELECTRONIC ARTS INC $232.33万0.00%11,331 -19-0.2% -$3,896 减仓
JOBY JOBY AVIATION INC $232.40万0.00%260,536 -2,506-1.0% -$2.24万 减仓
VTWV VANGUARD SCOTTSDALE FDS $232.64万0.00%11,903 -609-4.9% -$11.90万 减仓
DJAN FIRST TR EXCHNG TRADED FD VI $232.77万0.00%51,130 -2,367-4.4% -$10.78万 减仓
— INNOVATOR ETFS TRUST $233.08万0.00%74,614 6,4949.5% $20.29万 加仓
— FIRST TR EXCHNG TRADED FD VI $233.61万0.00%93,108 -12,359-11.7% -$31.01万 减仓
AVRE AMERICAN CENTY ETF TR $233.94万0.00%49,376 2,0044.2% $9.49万 加仓
PTON PELOTON INTERACTIVE INC $234.21万0.00%396,300 -18,305-4.4% -$10.82万 减仓
TXRH TEXAS ROADHOUSE INC $234.45万0.00%12,133 9848.8% $19.01万 加仓
RS RELIANCE INC $234.67万0.00%6,281 2093.4% $7.81万 加仓
OC OWENS CORNING NEW $235.16万0.00%14,794 5143.6% $8.17万 加仓
— EA SERIES TRUST $235.81万0.00%71,013 -5,827-7.6% -$19.35万 减仓
P EVERPURE INC $236.36万0.00%29,999 -699-2.3% -$5.51万 减仓
CSL CARLISLE COS INC $237.19万0.00%6,539 -128-1.9% -$4.64万 减仓
SOLV SOLVENTUM CORP $237.46万0.00%30,779 -1,260-3.9% -$9.72万 减仓
REZ ISHARES TR $237.62万0.00%25,095 -5,021-16.7% -$47.54万 减仓
— AIM ETF PRODUCTS TRUST $237.88万0.00%60,072 -1,089-1.8% -$4.31万 减仓
EUFN ISHARES TR $237.90万0.00%61,016 39,616185.1% $154.46万 加仓
ELCV STRATEGY SHS $238.71万0.00%72,623 50,738231.8% $166.78万 加仓
EUAD SPINNAKER ETF SERIES $238.89万0.00%56,635 -121,424-68.2% -$512.17万 减仓
— INNOVATOR ETFS TRUST $239.33万0.00%59,594 -1,351-2.2% -$5.43万 减仓
USSG DBX ETF TR $239.81万0.00%34,526 28,319456.2% $196.70万 加仓
PFLD ETF SER SOLUTIONS $240.04万0.00%122,785 13,93112.8% $27.24万 加仓
AVO MISSION PRODUCE INC $240.29万0.00%203,807 -5,723-2.7% -$6.75万 减仓
ICLO INVESCO ACTIVELY MANAGED EXC $240.67万0.00%94,085 3,7944.2% $9.71万 加仓
— FIDELITY COVINGTON TRUST $241.16万0.00%44,151 4,02510.0% $21.98万 加仓
CLM CORNERSTONE STRATEGIC INVEST $241.32万0.00%319,209 24,7818.4% $18.73万 加仓
AU ANGLOGOLD ASHANTI PLC $241.35万0.00%29,837 -2,579-8.0% -$20.86万 减仓
OBDC BLUE OWL CAPITAL CORPORATION $241.59万0.00%222,255 -167,057-42.9% -$181.59万 减仓
DBC INVESCO DB COMMDY INDX TRCK $241.76万0.00%90,683 -7,258-7.4% -$19.35万 减仓
IBHF ISHARES TR $241.85万0.00%106,778 -4,311-3.9% -$9.76万 减仓
— DIMENSIONAL ETF TRUST $242.17万0.00%92,572 -1,559-1.7% -$4.08万 减仓
ISHG ISHARES TR $242.17万0.00%32,618 5111.6% $3.79万 加仓
BSMQ INVESCO EXCH TRD SLF IDX FD $242.21万0.00%102,872 -9,566-8.5% -$22.52万 减仓
— BARINGS PARTN INVS $242.34万0.00%143,906 7,1085.2% $11.97万 加仓
ITB ISHARES TR $242.74万0.00%23,233 -3,337-12.6% -$34.87万 减仓
— WEDBUSH SER TR $243.11万0.00%86,943 86,943— $243.11万 新建仓
QLTA ISHARES TR $244.16万0.00%51,381 -216,920-80.8% -$1,030.80万 减仓
— INNOVATOR ETFS TRUST $245.24万0.00%78,659 33,54174.3% $104.57万 加仓
NOK NOKIA CORP $245.24万0.00%184,672 -44,603-19.5% -$59.23万 减仓
— J P MORGAN EXCHANGE TRADED F $245.25万0.00%48,871 48,871— $245.25万 新建仓
AA ALCOA CORP $245.77万0.00%47,136 -9,865-17.3% -$51.44万 减仓
ACM AECOM $245.92万0.00%35,233 -1,161-3.2% -$8.10万 减仓
RGEN REPLIGEN CORP $246.36万0.00%18,056 -131-0.7% -$1.79万 减仓
ZION ZIONS BANCORPORATION NATL AS $246.51万0.00%35,628 6651.9% $4.60万 加仓
SITM SITIME CORP $246.85万0.00%3,311 1,663100.9% $123.99万 加仓
STPZ PIMCO ETF TR $246.86万0.00%46,280 16,35354.6% $87.23万 加仓
JPME J P MORGAN EXCHANGE TRADED F $247.22万0.00%19,903 2,02211.3% $25.12万 加仓
HALO HALOZYME THERAPEUTICS INC $247.50万0.00%31,622 -856-2.6% -$6.70万 减仓
BDYN BLACKROCK ETF TRUST $247.92万0.00%89,371 -4,642-4.9% -$12.88万 减仓
FNV FRANCO NEV CORP $248.03万0.00%11,899 2,25823.4% $47.07万 加仓
VCRM VANGUARD MUN BD FDS $248.50万0.00%32,526 7,05127.7% $53.87万 加仓
IHAK ISHARES TR $248.65万0.00%40,957 -3,162-7.2% -$19.20万 减仓
DFCA DIMENSIONAL ETF TRUST $248.66万0.00%49,553 6,36114.7% $31.92万 加仓
HSBC HSBC HLDGS PLC $248.81万0.00%26,165 1,2915.2% $12.28万 加仓