13F 机构持仓

COMMONWEALTH EQUITY SERVICES, LLC

WALTHAM MA · SEC CIK 0000312272

2026Q22026Q1 更早 9 个季度 🔒
$715.92亿2026Q1 申报市值
4,299持仓数
17.2%前十大占比 · 第一大 3.2%
219 / 179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 3.2%
IVV 2.4%
NVDA 2.2%
MSFT 1.6%
VEA 1.5%
SPY 1.5%
QQQ 1.4%
AMZN 1.3%
VOO 1.1%
IWF 1.0%

2026Q1 买入最多 按季末市值估算

CORO 新建仓+$7,589.89万
PVAL 加仓+$7,134.96万
CGDV 加仓+$4,731.01万
FENI 加仓+$4,559.25万
IDEF 新建仓+$3,728.72万

2026Q1 卖出最多 按季末市值估算

AAPL 减仓-$1.74亿
BRK/B 减仓-$1.38亿
NVDA 减仓-$1.28亿
QQQ 减仓-$1.19亿
VTI 减仓-$1.13亿

2026Q1 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
KBWB INVESCO EXCH TRADED FD TR II $393.62万0.01%49,750 2,9286.3% $23.17万 加仓
XSSPX NUVEEN S&P 500 DYNAMIC OVERW $393.90万0.01%245,116 220,626900.9% $354.55万 加仓
FSIG FIRST TR EXCHANGE-TRADED FD $394.27万0.01%208,170 73,94355.1% $140.05万 加仓
SMA SMARTSTOP SELF STORAG REIT I $394.62万0.01%130,324 -5,285-3.9% -$16.00万 减仓
INDA ISHARES TR $394.83万0.01%84,294 -40,499-32.5% -$189.70万 减仓
ARTY ISHARES TR $394.87万0.01%84,863 -2,139-2.5% -$9.95万 减仓
— AIM ETF PRODUCTS TRUST $395.12万0.01%92,970 -26,368-22.1% -$112.06万 减仓
MGM MGM RESORTS INTERNATIONAL $395.38万0.01%106,830 -10,699-9.1% -$39.60万 减仓
— INNOVATOR ETFS TRUST $395.87万0.01%187,475 -36,313-16.2% -$76.68万 减仓
GAPR FIRST TR EXCHNG TRADED FD VI $396.65万0.01%98,010 -10,814-9.9% -$43.76万 减仓
IBMO ISHARES TR $396.73万0.01%154,790 -18,076-10.5% -$46.33万 减仓
TOST TOAST INC $396.80万0.01%149,679 3,0122.1% $7.98万 加仓
NTR NUTRIEN LTD $397.65万0.01%52,696 -42,387-44.6% -$319.85万 减仓
TEL TE CONNECTIVITY PLC $397.71万0.01%19,027 1,3407.6% $28.01万 加仓
PFM INVESCO EXCHANGE TRADED FD T $400.11万0.01%78,312 -4,250-5.1% -$21.71万 减仓
— FEDERATED HERMES ETF TRUST $400.20万0.01%154,165 61,85667.0% $160.57万 加仓
JUNW AIM ETF PRODUCTS TRUST $401.35万0.01%120,344 -8,915-6.9% -$29.73万 减仓
MOO VANECK ETF TRUST $403.21万0.01%47,718 21,12379.4% $178.49万 加仓
CDX SIMPLIFY EXCHANGE TRADED FUN $404.22万0.01%189,421 -197,235-51.0% -$420.90万 减仓
PKG PACKAGING CORP AMER $405.45万0.01%19,105 -1,274-6.3% -$27.04万 减仓
LECO LINCOLN ELEC HLDGS INC $405.85万0.01%16,294 -139-0.8% -$3.46万 减仓
DFSU DIMENSIONAL ETF TRUST $406.01万0.01%98,810 2,1602.2% $8.88万 加仓
— AIM ETF PRODUCTS TRUST $406.09万0.01%95,956 -828-0.9% -$3.50万 减仓
— INNOVATOR ETFS TRUST $406.31万0.01%152,052 -7,520-4.7% -$20.09万 减仓
MDIV FIRST TR EXCHANGE TRADED FD $408.66万0.01%252,727 -158,722-38.6% -$256.65万 减仓
NTRS NORTHERN TR CORP $408.75万0.01%29,286 -107-0.4% -$1.49万 减仓
CRCL CIRCLE INTERNET GROUP INC $408.96万0.01%42,863 -2,172-4.8% -$20.72万 减仓
— FIDELITY MERRIMACK STR TR $409.50万0.01%82,505 6310.8% $3.13万 加仓
ALLW SSGA ACTIVE TR $409.75万0.01%142,026 78,110122.2% $225.35万 加仓
ISCF ISHARES TR $410.70万0.01%98,278 1,6621.7% $6.95万 加仓
SIL GLOBAL X FDS $410.75万0.01%45,599 11,32833.1% $102.04万 加仓
PAAS PAN AMERN SILVER CORP $410.96万0.01%75,226 11,53518.1% $63.02万 加仓
MMIT NEW YORK LIFE INVTS ACTIVE E $412.98万0.01%171,325 -5,712-3.2% -$13.77万 减仓
DHS WISDOMTREE TR $413.17万0.01%37,829 1,8585.2% $20.29万 加仓
— ISHARES TR $413.37万0.01%140,140 -130,944-48.3% -$386.24万 减仓
— ISHARES TR $413.58万0.01%89,303 -254-0.3% -$1.18万 减仓
— EXCHANGE TRADED CONCEPTS TRU $413.80万0.01%125,090 -5,146-4.0% -$17.02万 减仓
BFEB INNOVATOR ETFS TRUST $414.01万0.01%86,791 16,10922.8% $76.84万 加仓
CFG CITIZENS FINL GROUP INC $414.02万0.01%69,038 -16,940-19.7% -$101.59万 减仓
JMBS JANUS DETROIT STR TR $414.64万0.01%91,775 57,151165.1% $258.21万 加仓
BPRE BLUEROCK PVT REAL ESTATE FD $414.82万0.01%249,743 -46,409-15.7% -$77.09万 减仓
BLOK AMPLIFY ETF TR $415.26万0.01%83,368 3,5664.5% $17.76万 加仓
FIS FIDELITY NATL INFORMATION SV $415.62万0.01%88,599 -11,018-11.1% -$51.69万 减仓
— WELLS FARGO & CO $416.15万0.01%3,603 -83-2.3% -$9.59万 减仓
IP INTERNATIONAL PAPER CO $416.16万0.01%116,573 -8,577-6.9% -$30.62万 减仓
QQQE DIREXION SHARES ETF TRUST $416.47万0.01%42,268 -6,399-13.1% -$63.05万 减仓
SNA SNAP ON INC $416.48万0.01%11,466 -1,983-14.7% -$72.03万 减仓
CMS CMS ENERGY CORP $416.73万0.01%53,716 -3,006-5.3% -$23.32万 减仓
TSN TYSON FOODS INC $416.91万0.01%65,070 -3,265-4.8% -$20.92万 减仓
BSCU INVESCO EXCH TRD SLF IDX FD $416.91万0.01%249,359 46,44722.9% $77.66万 加仓
SJNK SPDR SERIES TRUST $417.41万0.01%167,098 -52,937-24.1% -$132.24万 减仓
WSO WATSCO INC $417.57万0.01%11,478 -1,230-9.7% -$44.75万 减仓
EWS ISHARES INC $417.58万0.01%147,972 137,3441,292.3% $387.59万 加仓
VTHR VANGUARD SCOTTSDALE FDS $418.01万0.01%14,536 -753-4.9% -$21.65万 减仓
HPE HEWLETT PACKARD ENTERPRISE C $418.29万0.01%175,677 -3,004-1.7% -$7.15万 减仓
— AIM ETF PRODUCTS TRUST $419.02万0.01%104,451 22,53527.5% $90.40万 加仓
NI NISOURCE INC $419.26万0.01%89,855 2,6303.0% $12.27万 加仓
PBA PEMBINA PIPELINE CORP $420.22万0.01%93,884 -100,681-51.7% -$450.65万 减仓
— HARTFORD FDS EXCHANGE TRADED $420.61万0.01%108,543 5,4685.3% $21.19万 加仓
ITT ITT INC $420.73万0.01%22,082 -48-0.2% -$9,145 减仓
AVY AVERY DENNISON CORP $421.93万0.01%24,434 1,0094.3% $17.42万 加仓
PHM PULTE GROUP INC $422.39万0.01%35,914 2,3857.1% $28.05万 加仓
— COLUMBIA ETF TR II $422.45万0.01%76,852 1,2251.6% $6.73万 加仓
TPR TAPESTRY INC $422.46万0.01%29,939 -2,137-6.7% -$30.15万 减仓
— THE ALGER ETF TRUST $422.63万0.01%216,956 86,86066.8% $169.20万 加仓
A AGILENT TECHNOLOGIES INC $423.47万0.01%37,153 -3,184-7.9% -$36.29万 减仓
CAVA CAVA GROUP INC $425.05万0.01%52,540 -6,671-11.3% -$53.97万 减仓
APLD APPLIED DIGITAL CORP $425.45万0.01%179,213 46,31534.9% $109.95万 加仓
CCI CROWN CASTLE INC $425.51万0.01%52,332 -5,899-10.1% -$47.97万 减仓
ROST ROSS STORES INC $425.71万0.01%19,651 -537-2.7% -$11.63万 减仓
— FIRST TR EXCHANGE-TRADED FD $426.86万0.01%66,990 14,25727.0% $90.85万 加仓
— HANCOCK JOHN PFD INCOME FD $427.07万0.01%272,195 4,3231.6% $6.78万 加仓
MGNI MAGNITE INC $427.17万0.01%359,570 105,25241.4% $125.04万 加仓
KVUE KENVUE INC $427.37万0.01%247,896 4,9802.1% $8.59万 加仓
VSGX VANGUARD WORLD FD $427.89万0.01%59,652 -1,269-2.1% -$9.10万 减仓
HDEF DBX ETF TR $428.50万0.01%132,211 -17,691-11.8% -$57.34万 减仓
OBDC BLUE OWL CAPITAL CORPORATION $430.58万0.01%389,312 -169,196-30.3% -$187.13万 减仓
MQY BLACKROCK MUNIYILD QULT FD I $431.24万0.01%392,748 183,99888.1% $202.03万 加仓
PINS PINTEREST INC $431.75万0.01%235,416 193,452461.0% $354.79万 加仓
IBMP ISHARES TR $431.84万0.01%169,748 -13,568-7.4% -$34.52万 减仓
FEBT AIM ETF PRODUCTS TRUST $432.04万0.01%115,345 10,74410.3% $40.24万 加仓
FXZ FIRST TR EXCHANGE-TRADED FD $433.42万0.01%56,871 -720-1.3% -$5.49万 减仓
TACK CAPITOL SER TR $434.02万0.01%142,778 -1,842-1.3% -$5.60万 减仓
— INNOVATOR ETFS TRUST $434.59万0.01%161,279 5930.4% $1.60万 加仓
— INNOVATOR ETFS TRUST $435.29万0.01%211,885 860.0% $1,767 加仓
— INNOVATOR ETFS TRUST $435.76万0.01%157,964 33,71227.1% $93.00万 加仓
— INNOVATOR ETFS TRUST $436.10万0.01%128,540 -14,829-10.3% -$50.31万 减仓
BBT BEACON FINANCIAL CORP. $436.15万0.01%145,383 5,5464.0% $16.64万 加仓
AVIV AMERICAN CENTY ETF TR $436.18万0.01%58,290 17,60543.3% $131.74万 加仓
IREN IREN LIMITED $438.75万0.01%127,991 12,43810.8% $42.64万 加仓
— TEVA PHARMACEUTICAL INDS LTD $439.78万0.01%146,008 -5,209-3.4% -$15.69万 减仓
SUSC ISHARES TR $440.26万0.01%190,279 -13,422-6.6% -$31.06万 减仓
— COTERRA ENERGY INC $440.36万0.01%125,316 -319-0.3% -$1.12万 减仓
NUSC NUSHARES ETF TR $441.22万0.01%97,917 -24,269-19.9% -$109.36万 减仓
CRS CARPENTER TECHNOLOGY CORP $441.33万0.01%11,197 -277-2.4% -$10.92万 减仓
— DBX ETF TR $441.72万0.01%124,594 5,2094.4% $18.47万 加仓
MFSV MFS ACTIVE EXCHANGE TRADED F $441.82万0.01%165,289 64,16563.5% $171.51万 加仓
LH LABCORP HOLDINGS INC $442.92万0.01%16,600 -577-3.4% -$15.40万 减仓
IAI ISHARES TR $446.15万0.01%27,175 2,0938.3% $34.36万 加仓
EQL ALPS ETF TR $446.34万0.01%93,848 15,90420.4% $75.64万 加仓