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
CHI CALAMOS CONV OPPORTUNITIES & $606.87万0.01%565,059 10,0711.8% $10.82万 加仓
ADSK AUTODESK INC $606.82万0.01%25,348 -1,623-6.0% -$38.85万 减仓
ROP ROPER TECHNOLOGIES INC $606.71万0.01%17,145 70.0% $2,477 加仓
BUD ANHEUSER BUSCH INBEV SA NV $606.44万0.01%87,422 33,51562.2% $232.49万 加仓
GRMN GARMIN LTD $606.40万0.01%26,137 1,0494.2% $24.34万 加仓
OUNZ VANECK MERK GOLD ETF $606.20万0.01%134,561 7,4575.9% $33.59万 加仓
— INNOVATOR ETFS TRUST $606.13万0.01%154,058 -6,975-4.3% -$27.44万 减仓
KEYS KEYSIGHT TECHNOLOGIES INC $606.03万0.01%21,462 3,01816.4% $85.22万 加仓
DISV DIMENSIONAL ETF TRUST $605.66万0.01%153,566 -3,115-2.0% -$12.29万 减仓
— HARBOR ETF TRUST $604.00万0.01%206,037 -7,056-3.3% -$20.68万 减仓
UFEB INNOVATOR ETFS TRUST $603.02万0.01%166,122 55,15449.7% $200.21万 加仓
BKLN INVESCO EXCH TRADED FD TR II $602.92万0.01%295,406 65,25528.4% $133.19万 加仓
SILJ AMPLIFY ETF TR $602.70万0.01%202,794 5330.3% $1.58万 加仓
AVSC AMERICAN CENTY ETF TR $602.37万0.01%96,688 3,8624.2% $24.06万 加仓
— FIRST TR EXCHNG TRADED FD VI $602.02万0.01%151,398 -19,236-11.3% -$76.49万 减仓
SKOR FLEXSHARES TR $601.78万0.01%123,771 93,582310.0% $455.00万 加仓
XSD SPDR SERIES TRUST $600.78万0.01%18,422 -908-4.7% -$29.61万 减仓
IAUM ISHARES GOLD TR $599.81万0.01%128,439 107,706519.5% $502.99万 加仓
TGTX TG THERAPEUTICS INC $598.91万0.01%180,285 -1,716-0.9% -$5.70万 减仓
DOV DOVER CORP $596.16万0.01%28,600 4,63919.4% $96.70万 加仓
FANG DIAMONDBACK ENERGY INC $595.52万0.01%30,109 -7,287-19.5% -$144.13万 减仓
FLQM FRANKLIN TEMPLETON ETF TR $594.91万0.01%108,303 6,0555.9% $33.26万 加仓
MLI MUELLER INDS INC $593.32万0.01%53,549 -9,755-15.4% -$108.09万 减仓
NBSD NEUBERGER BERMAN ETF TRUST $593.24万0.01%116,987 44,42261.2% $225.26万 加仓
BUFB INNOVATOR ETFS TRUST $593.24万0.01%165,201 5100.3% $1.83万 加仓
RFV INVESCO EXCHANGE TRADED FD T $592.31万0.01%45,572 8,01521.3% $104.17万 加仓
SUSL ISHARES TR $590.69万0.01%51,996 -3,791-6.8% -$43.07万 减仓
KHC KRAFT HEINZ CO $589.29万0.01%262,024 12,6035.1% $28.34万 加仓
NNN NNN REIT INC $585.66万0.01%139,342 -1,845-1.3% -$7.75万 减仓
FUMB FIRST TR EXCH TRADED FD III $584.36万0.01%291,453 68,05430.5% $136.45万 加仓
MUST COLUMBIA ETF TR I $584.34万0.01%284,904 4,5851.6% $9.40万 加仓
REMX VANECK ETF TRUST $583.16万0.01%66,269 5,5219.1% $48.58万 加仓
NBTB NBT BANCORP INC $582.96万0.01%136,910 -395-0.3% -$1.68万 减仓
TRP TC ENERGY CORP $582.58万0.01%93,064 -3,763-3.9% -$23.56万 减仓
EYLD CAMBRIA ETF TR $582.38万0.01%140,637 26,38823.1% $109.27万 加仓
PBT PERMIAN BASIN RTY TR $578.86万0.01%268,985 9,6713.7% $20.81万 加仓
BASG ADVISORS INNER CIRCLE FD III $578.80万0.01%254,753 94,38358.9% $214.44万 加仓
VOX VANGUARD WORLD FD $577.41万0.01%32,107 -1,665-4.9% -$29.94万 减仓
AON AON PLC $577.11万0.01%17,879 -7,889-30.6% -$254.65万 减仓
ABNB AIRBNB INC $573.35万0.01%45,403 -11,209-19.8% -$141.55万 减仓
HFSI HARTFORD FDS EXCHANGE TRADED $570.76万0.01%164,391 63,13962.4% $219.22万 加仓
TSPA T ROWE PRICE ETF INC $569.44万0.01%139,227 1,1380.8% $4.65万 加仓
— WEBSTER FINL CORP $568.97万0.01%81,961 7,2039.6% $50.00万 加仓
CPB THE CAMPBELLS COMPANY $568.40万0.01%255,232 164,921182.6% $367.28万 加仓
TARS TARSUS PHARMACEUTICALS INC $567.46万0.01%80,892 12,59718.4% $88.37万 加仓
CDNS CADENCE DESIGN SYSTEM INC $567.41万0.01%20,420 -776-3.7% -$21.56万 减仓
XBIL RBB FD INC $564.36万0.01%112,803 -72,523-39.1% -$362.83万 减仓
— AIM ETF PRODUCTS TRUST $562.65万0.01%127,994 -16,833-11.6% -$74.00万 减仓
— FIRST TR EXCHNG TRADED FD VI $561.20万0.01%145,288 -24,815-14.6% -$95.85万 减仓
GQI NATIXIS ETF TR $561.17万0.01%102,314 4,3654.5% $23.94万 加仓
BBY BEST BUY INC $560.58万0.01%87,317 -50,201-36.5% -$322.29万 减仓
AZO AUTOZONE INC $558.18万0.01%1,653 -113-6.4% -$38.16万 减仓
TMSL T ROWE PRICE ETF INC $557.60万0.01%152,060 21,73216.7% $79.69万 加仓
DGRS WISDOMTREE TR $555.59万0.01%104,912 3,6223.6% $19.18万 加仓
BCX BLACKROCK RES & COMMODITIES $554.38万0.01%460,069 -388-0.1% -$4,675 减仓
MAGS LISTED FDS TR $553.82万0.01%95,585 -141,756-59.7% -$821.34万 减仓
APG API GROUP CORP $553.59万0.01%136,621 4800.4% $1.94万 加仓
PTY PIMCO CORPORATE & INCOME OPP $553.46万0.01%458,924 -37,137-7.5% -$44.79万 减仓
FTMS PUTNAM ETF TRUST $552.38万0.01%557,685 -145,640-20.7% -$144.26万 减仓
AGX ARGAN INC $551.50万0.01%10,126 -1,041-9.3% -$56.70万 减仓
PFG PRINCIPAL FINANCIAL GROUP IN $550.86万0.01%61,132 -2,468-3.9% -$22.24万 减仓
FBT FIRST TR EXCHANGE-TRADED FD $549.96万0.01%27,386 4,96922.2% $99.79万 加仓
BHP BHP BILLITON LIMITED $549.87万0.01%75,594 -12,149-13.8% -$88.37万 减仓
— PUTNAM ETF TRUST $549.58万0.01%754,913 659,876694.3% $480.39万 加仓
CINF CINCINNATI FINL CORP $549.58万0.01%34,927 1,4384.3% $22.63万 加仓
DCO DUCOMMUN INC DEL $549.00万0.01%45,000 -803-1.8% -$9.80万 减仓
MFC MANULIFE FINL CORP $548.43万0.01%159,241 -127,748-44.5% -$439.97万 减仓
RKT ROCKET COS INC $548.38万0.01%384,826 20,6255.7% $29.39万 加仓
FSMB FIRST TR EXCH TRADED FD III $545.25万0.01%273,172 74,06237.2% $147.83万 加仓
ROBO EXCHANGE TRADED CONCEPTS TRU $545.21万0.01%79,675 -10,899-12.0% -$74.58万 减仓
IYJ ISHARES TR $545.03万0.01%36,941 2,0425.9% $30.13万 加仓
— INNOVATOR ETFS TRUST $542.77万0.01%213,775 77,51856.9% $196.82万 加仓
NAPR INNOVATOR ETFS TRUST $541.99万0.01%99,230 -733-0.7% -$4.00万 减仓
EUHY ISHARES INC $540.88万0.01%103,096 99,1232,494.9% $520.04万 加仓
VNLA JANUS DETROIT STR TR $540.24万0.01%110,569 -5,753-4.9% -$28.11万 减仓
IJUL INNOVATOR ETFS TRUST $539.59万0.01%159,878 -8,925-5.3% -$30.12万 减仓
LALT FIRST TR EXCHNG TRADED FD VI $536.61万0.01%220,784 5,5442.6% $13.47万 加仓
— INNOVATOR ETFS TRUST $536.16万0.01%209,233 7,0513.5% $18.07万 加仓
JSCP J P MORGAN EXCHANGE TRADED F $531.82万0.01%112,435 20,35522.1% $96.28万 加仓
EQIX EQUINIX INC $531.66万0.01%5,424 -1,465-21.3% -$143.60万 减仓
WWD WOODWARD INC $531.28万0.01%14,844 2441.7% $8.73万 加仓
KEY KEYCORP $530.92万0.01%264,799 -16,281-5.8% -$32.64万 减仓
PWRD TCW ETF TRUST $529.38万0.01%54,147 24,84984.8% $242.94万 加仓
AGOX STARBOARD INVT TR $528.52万0.01%198,543 15,4768.5% $41.20万 加仓
TTE TOTALENERGIES SE $528.35万0.01%58,073 -5,204-8.2% -$47.35万 减仓
TER TERADYNE INC $527.00万0.01%17,776 1,67810.4% $49.75万 加仓
CAC CAMDEN NATL CORP $526.57万0.01%110,973 1,8441.7% $8.75万 加仓
EG EVEREST GROUP LTD $526.24万0.01%16,100 3772.4% $12.32万 加仓
IHDG WISDOMTREE TR $526.19万0.01%109,282 -7,978-6.8% -$38.41万 减仓
QLTY GMO ETF TRUST $524.95万0.01%145,093 7,4195.4% $26.84万 加仓
WRB BERKLEY W R CORP $522.86万0.01%78,887 -2,233-2.8% -$14.80万 减仓
— INNOVATOR ETFS TRUST $522.70万0.01%218,000 207,2871,934.9% $497.01万 加仓
DFAW DIMENSIONAL ETF TRUST $521.38万0.01%70,666 3,7545.6% $27.70万 加仓
NU NU HLDGS LTD $520.66万0.01%362,323 6,2451.8% $8.97万 加仓
OGE OGE ENERGY CORP $520.65万0.01%108,560 5000.5% $2.40万 加仓
— AIM ETF PRODUCTS TRUST $519.32万0.01%198,403 154,052347.3% $403.23万 加仓
EXI ISHARES TR $519.19万0.01%28,683 2,97911.6% $53.92万 加仓
TAXF AMERICAN CENTY ETF TR $518.94万0.01%103,684 3,1553.1% $15.79万 加仓
PREF PRINCIPAL EXCHANGE TRADED FD $518.76万0.01%275,643 6,9602.6% $13.10万 加仓
UAA UNDER ARMOUR INC $518.70万0.01%877,668 -33,852-3.7% -$20.01万 减仓