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
FTCS FIRST TR EXCHANGE-TRADED FD $7,355.87万0.09%783,205 -110,891-12.4% -$1,041.49万 减仓
IUSV ISHARES TR $7,377.45万0.09%669,764 11,1881.7% $123.24万 加仓
XLU SELECT SECTOR SPDR TR $7,419.59万0.09%1,636,433 34,3842.1% $155.90万 加仓
FTSM FIRST TR EXCHANGE-TRADED FD $7,448.46万0.09%1,247,022 610,36395.9% $3,645.70万 加仓
BKDV BNY MELLON ETF TRUST II $7,473.41万0.09%2,231,535 9,6750.4% $32.40万 加仓
TLT ISHARES TR $7,473.68万0.09%864,809 15,4161.8% $133.23万 加仓
MS MORGAN STANLEY $7,547.89万0.09%361,074 -11,272-3.0% -$235.63万 减仓
LMBS FIRST TR EXCHANGE-TRADED FD $7,634.82万0.10%1,533,711 73,9125.1% $367.93万 加仓
QCOM QUALCOMM INC $7,742.46万0.10%418,987 -55,710-11.7% -$1,029.47万 减仓
VRT VERTIV HOLDINGS CO $7,819.85万0.10%233,554 -12,736-5.2% -$426.43万 减仓
PYLD PIMCO ETF TR $7,820.88万0.10%2,949,049 366,06514.2% $970.80万 加仓
IGM ISHARES TR $7,853.50万0.10%480,102 -11,635-2.4% -$190.33万 减仓
PFE PFIZER INC $7,892.46万0.10%3,277,599 -210,916-6.0% -$507.89万 减仓
SGOV ISHARES TR $8,031.61万0.10%797,816 14,9401.9% $150.40万 加仓
CGMU CAPITAL GRP FIXED INCM ETF T $8,047.24万0.10%2,929,467 -19,035-0.6% -$52.29万 减仓
BINC BLACKROCK ETF TRUST II $8,074.83万0.10%1,542,764 -117,766-7.1% -$616.39万 减仓
VOE VANGUARD INDEX FDS $8,096.70万0.10%409,752 8,1602.0% $161.24万 加仓
MGK VANGUARD WORLD FD $8,113.16万0.10%922,894 -20,246-2.1% -$177.98万 减仓
SHYG ISHARES TR $8,125.99万0.10%1,916,056 -691,766-26.5% -$2,933.78万 减仓
NULG NUSHARES ETF TR $8,143.08万0.10%695,633 18,6452.8% $218.26万 加仓
XLI SELECT SECTOR SPDR TR $8,202.15万0.10%442,809 23,2385.5% $430.44万 加仓
UNH UNITEDHEALTH GROUP INC $8,204.15万0.10%197,391 5,2862.8% $219.70万 加仓
EFV ISHARES TR $8,320.27万0.10%1,086,906 -390,494-26.4% -$2,989.23万 减仓
ITA ISHARES TR $8,331.96万0.10%343,700 10,0323.0% $243.20万 加仓
SO SOUTHERN CO $8,364.84万0.11%873,978 -16,602-1.9% -$158.90万 减仓
VOT VANGUARD INDEX FDS $8,425.59万0.11%275,076 -1,778-0.6% -$54.46万 减仓
DGRW WISDOMTREE TR $8,483.18万0.11%887,176 -40,100-4.3% -$383.44万 减仓
PM PHILIP MORRIS INTL INC $8,598.97万0.11%475,318 -2,315-0.5% -$41.88万 减仓
IJT ISHARES TR $8,692.90万0.11%486,724 4,5440.9% $81.16万 加仓
ESGD ISHARES TR $8,704.98万0.11%846,705 26,8183.3% $275.72万 加仓
HDV ISHARES TR $8,711.42万0.11%3,178,190 48,2451.5% $132.24万 加仓
VXUS VANGUARD STAR FDS $8,836.36万0.11%1,033,613 42,1804.3% $360.60万 加仓
XLE SELECT SECTOR SPDR TR $8,843.57万0.11%1,665,143 -71,060-4.1% -$377.40万 减仓
MRVL MARVELL TECHNOLOGY INC $8,938.25万0.11%300,052 -39,924-11.7% -$1,189.30万 减仓
LMT LOCKHEED MARTIN CORP $8,956.72万0.11%175,808 -16,855-8.7% -$858.70万 减仓
JAAA JANUS DETROIT STR TR $8,958.67万0.11%1,774,345 150,2739.3% $758.73万 加仓
DVY ISHARES TR $8,962.30万0.11%573,403 -17,143-2.9% -$267.95万 减仓
ETN EATON CORP PLC $8,964.87万0.11%210,384 -4,864-2.3% -$207.26万 减仓
DFCF DIMENSIONAL ETF TRUST $8,978.72万0.11%2,127,154 329,32418.3% $1,390.08万 加仓
GS GOLDMAN SACHS GROUP INC $9,031.45万0.11%89,299 -3,487-3.8% -$352.67万 减仓
AVEM AMERICAN CENTY ETF TR $9,048.61万0.11%937,777 -23,174-2.4% -$223.61万 减仓
FVD FIRST TR EXCHANGE-TRADED FD $9,072.41万0.11%1,883,025 -151,915-7.5% -$731.93万 减仓
PEP PEPSICO INC $9,091.53万0.11%671,457 -15,204-2.2% -$205.86万 减仓
CGMS CAPITAL GRP FIXED INCM ETF T $9,112.95万0.11%3,334,411 -120,961-3.5% -$330.59万 减仓
DE DEERE & CO $9,172.04万0.12%144,594 -1,803-1.2% -$114.37万 减仓
IAGG ISHARES TR $9,176.00万0.12%1,813,439 -317,037-14.9% -$1,604.21万 减仓
IWR ISHARES TR $9,245.11万0.12%838,027 -25,920-3.0% -$285.95万 减仓
BIV VANGUARD BD INDEX FDS $9,264.97万0.12%1,207,949 -25,003-2.0% -$191.77万 减仓
MO ALTRIA GROUP INC $9,297.02万0.12%1,292,150 -28,199-2.1% -$202.89万 减仓
KLAC KLA CORP $9,436.94万0.12%312,782 -9,388-2.9% -$283.25万 减仓
AXP AMERICAN EXPRESS CO $9,517.73万0.12%281,382 2,2350.8% $75.60万 加仓
FFLC FIDELITY COVINGTON TRUST $9,532.34万0.12%1,618,118 167,21511.5% $985.06万 加仓
AVLV AMERICAN CENTY ETF TR $9,532.77万0.12%1,045,145 56,6615.7% $516.81万 加仓
NFLX NETFLIX INC. $9,535.29万0.12%1,335,474 -117,588-8.1% -$839.58万 减仓
FFLG FIDELITY COVINGTON TRUST $9,598.96万0.12%2,767,865 1,522,153122.2% $5,278.83万 加仓
EFA ISHARES TR $9,631.51万0.12%927,177 -77,990-7.8% -$810.16万 减仓
CGDG CAPITAL GROUP DIVIDEND GROWE $9,636.46万0.12%2,569,037 237,04110.2% $889.14万 加仓
GSIE GOLDMAN SACHS ETF TR $9,656.63万0.12%2,113,048 47,9092.3% $218.94万 加仓
ADI ANALOG DEVICES INC $9,708.44万0.12%244,440 -8,541-3.4% -$339.22万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $9,744.78万0.12%1,081,551 12,0671.1% $108.72万 加仓
CORO BLACKROCK ETF TRUST $9,860.17万0.12%2,694,037 333,48314.1% $1,220.55万 加仓
ASML ASML HLDG NV $1.01亿0.13%50,532 -1,408-2.7% -$280.12万 减仓
AIRR FIRST TR EXCHANGE TRADED FD $1.01亿0.13%756,258 134,09921.6% $1,786.87万 加仓
SPMO INVESCO EXCH TRADED FD TR II $1.02亿0.13%631,935 254,07867.2% $4,104.38万 加仓
MTUM ISHARES TR $1.03亿0.13%299,827 -41,427-12.1% -$1,420.24万 减仓
KO COCA COLA CO $1.03亿0.13%1,269,440 -51,380-3.9% -$417.57万 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $1.04亿0.13%1,153,710 1,6650.1% $14.96万 加仓
ORCL ORACLE CORP $1.04亿0.13%708,534 21,8563.2% $320.30万 加仓
JPST J P MORGAN EXCHANGE TRADED F $1.05亿0.13%2,080,200 266,49714.7% $1,347.68万 加仓
FELV FIDELITY COVINGTON TRUST $1.06亿0.13%2,652,906 648,00332.3% $2,597.84万 加仓
RWL INVESCO EXCH TRADED FD TR II $1.06亿0.13%832,552 26,0703.2% $333.07万 加仓
XMHQ INVESCO EXCHANGE TRADED FD T $1.07亿0.13%948,076 2,9980.3% $33.84万 加仓
DFAI DIMENSIONAL ETF TRUST $1.09亿0.14%2,631,810 282,65612.0% $1,165.96万 加仓
CRWD CROWDSTRIKE HLDGS INC $1.10亿0.14%143,744 2,3841.7% $181.93万 加仓
MA MASTERCARD INCORPORATED $1.10亿0.14%214,090 15,5727.8% $799.78万 加仓
CGXU CAPITAL GROUP INTL FOCUS EQT $1.11亿0.14%3,203,093 180,7836.0% $625.87万 加仓
AVUV AMERICAN CENTY ETF TR $1.11亿0.14%889,271 -62,977-6.6% -$785.70万 减仓
DIA STATE STR SPDR DOW JONES IND $1.12亿0.14%214,385 6,8503.3% $357.84万 加仓
AMGN AMGEN INC $1.12亿0.14%309,478 -10,445-3.3% -$378.23万 减仓
PULS PGIM ETF TR $1.14亿0.14%2,291,481 -18,006-0.8% -$89.22万 减仓
FESM FIDELITY COVINGTON TRUST $1.17亿0.15%2,419,327 174,9087.8% $844.63万 加仓
MOAT VANECK ETF TRUST $1.17亿0.15%1,130,118 -213,763-15.9% -$2,222.28万 减仓
VV VANGUARD INDEX FDS $1.18亿0.15%344,334 -38,926-10.2% -$1,338.71万 减仓
MCD MCDONALDS CORP $1.21亿0.15%446,538 -17,034-3.7% -$460.45万 减仓
SCHG SCHWAB STRATEGIC TR $1.23亿0.15%3,627,963 -69,909-1.9% -$236.57万 减仓
CCL CARNIVAL CORP LTD $1.23亿0.15%4,300,289 4,300,289— $1.23亿 新建仓
INTC INTEL CORP $1.23亿0.15%880,369 -81,003-8.4% -$1,131.05万 减仓
SMH VANECK ETF TRUST $1.25亿0.16%189,914 2,2561.2% $147.97万 加仓
ONEQ FIDELITY COMWLTH TR $1.28亿0.16%1,235,916 -15,875-1.3% -$163.86万 减仓
VZ VERIZON COMMUNICATIONS INC $1.28亿0.16%3,017,653 -519,012-14.7% -$2,197.50万 减仓
SPYM SPDR SERIES TRUST $1.29亿0.16%1,467,006 106,0147.8% $931.65万 加仓
DFUS DIMENSIONAL ETF TRUST $1.30亿0.16%1,591,766 -61,181-3.7% -$501.32万 减仓
JHMM JOHN HANCOCK EXCHANGE TRADED $1.31亿0.16%1,748,863 6,8590.4% $51.42万 加仓
SPYV SPDR SERIES TRUST $1.32亿0.17%2,167,693 483,21028.7% $2,937.43万 加仓
CGBL CAPITAL GROUP CORE BALANCED $1.32亿0.17%3,483,547 241,5037.4% $916.75万 加仓
FV FIRST TR EXCHANGE TRADED FD $1.33亿0.17%1,746,363 -101,036-5.5% -$766.66万 减仓
SDY SPDR SERIES TRUST $1.33亿0.17%873,659 -20,970-2.3% -$319.12万 减仓
VBR VANGUARD INDEX FDS $1.34亿0.17%550,938 -12,197-2.2% -$296.38万 减仓
PANW PALO ALTO NETWORKS INC $1.34亿0.17%393,520 -56,583-12.6% -$1,929.60万 减仓
BND VANGUARD BD INDEX FDS $1.35亿0.17%1,838,594 20,8671.1% $153.18万 加仓