COMMONWEALTH EQUITY SERVICES, LLC
WALTHAM MA · SEC CIK 0000312272
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | $1.35亿 | 0.19% | 193,577 | -14,936 | -7.2% | -$1,042.12万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1.34亿 | 0.19% | 1,817,727 | 128,801 | 7.6% | $948.49万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $1.33亿 | 0.19% | 1,569,302 | 126,854 | 8.8% | $1,072.17万 | 加仓 |
| IXUS | ISHARES TR | $1.31亿 | 0.18% | 1,508,300 | 141,629 | 10.4% | $1,227.07万 | 加仓 |
| SDY | SPDR SERIES TRUST | $1.31亿 | 0.18% | 894,629 | -37,824 | -4.1% | -$552.00万 | 减仓 |
| MOAT | VANECK ETF TRUST | $1.30亿 | 0.18% | 1,343,881 | -25,300 | -1.8% | -$244.65万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $1.29亿 | 0.18% | 3,544,557 | 214,706 | 6.4% | $778.74万 | 加仓 |
| BAC | BANK AMERICA CORP | $1.28亿 | 0.18% | 2,624,172 | -155,026 | -5.6% | -$755.75万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $1.27亿 | 0.18% | 3,258,422 | -25,494 | -0.8% | -$99.38万 | 减仓 |
| CSCO | CISCO SYS INC | $1.27亿 | 0.18% | 1,631,338 | -38,828 | -2.3% | -$301.27万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1.22亿 | 0.17% | 563,135 | -22,779 | -3.9% | -$494.87万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1.22亿 | 0.17% | 1,618,530 | -29,267 | -1.8% | -$219.80万 | 减仓 |
| IYW | ISHARES TR | $1.22亿 | 0.17% | 669,765 | -50,955 | -7.1% | -$924.43万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1.21亿 | 0.17% | 2,535,887 | -477,377 | -15.8% | -$2,268.97万 | 减仓 |
| IUSG | ISHARES TR | $1.20亿 | 0.17% | 776,775 | -274,460 | -26.1% | -$4,257.15万 | 减仓 |
| IWM | ISHARES TR | $1.18亿 | 0.17% | 476,482 | -44,106 | -8.5% | -$1,093.83万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1.17亿 | 0.16% | 1,652,947 | 344,117 | 26.3% | $2,440.13万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $1.17亿 | 0.16% | 1,742,004 | -12,073 | -0.7% | -$81.03万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1.16亿 | 0.16% | 192,663 | -13,483 | -6.5% | -$814.90万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.16亿 | 0.16% | 343,464 | -23,898 | -6.5% | -$807.63万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1.15亿 | 0.16% | 383,260 | -6,275 | -1.6% | -$187.53万 | 减仓 |
| PULS | PGIM ETF TR | $1.14亿 | 0.16% | 2,309,487 | -42,243 | -1.8% | -$209.10万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $1.14亿 | 0.16% | 3,171,245 | 866,994 | 37.6% | $3,117.71万 | 加仓 |
| GEV | GE VERNOVA INC | $1.13亿 | 0.16% | 129,041 | -807 | -0.6% | -$70.44万 | 减仓 |
| AMGN | AMGEN INC | $1.13亿 | 0.16% | 319,923 | -17,484 | -5.2% | -$615.17万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $1.12亿 | 0.16% | 1,847,399 | -481,591 | -20.7% | -$2,910.62万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1.12亿 | 0.16% | 3,242,044 | 484,059 | 17.6% | $1,665.65万 | 加仓 |
| SHYG | ISHARES TR | $1.10亿 | 0.15% | 2,607,822 | -343,906 | -11.7% | -$1,455.07万 | 减仓 |
| EFV | ISHARES TR | $1.10亿 | 0.15% | 1,477,400 | -369,023 | -20.0% | -$2,743.69万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.08亿 | 0.15% | 531,176 | -7,447 | -1.4% | -$151.49万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1.08亿 | 0.15% | 3,697,872 | -162,504 | -4.2% | -$473.37万 | 减仓 |
| CCL | CARNIVAL CORP | $1.07亿 | 0.15% | 4,151,071 | -1,381,055 | -25.0% | -$3,574.17万 | 减仓 |
| GE | GE AEROSPACE | $1.07亿 | 0.15% | 376,324 | -12,151 | -3.1% | -$344.81万 | 减仓 |
| PEP | PEPSICO INC | $1.07亿 | 0.15% | 686,661 | -17,219 | -2.4% | -$267.39万 | 减仓 |
| IAGG | ISHARES TR | $1.07亿 | 0.15% | 2,130,476 | 186,058 | 9.6% | $931.03万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1.06亿 | 0.15% | 1,736,203 | -81,869 | -4.5% | -$501.53万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $1.06亿 | 0.15% | 1,251,791 | -102,005 | -7.5% | -$866.12万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1.05亿 | 0.15% | 952,248 | 51,528 | 5.7% | $569.23万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1.04亿 | 0.15% | 1,360,992 | 105,120 | 8.4% | $804.59万 | 加仓 |
| ORCL | ORACLE CORP | $1.01亿 | 0.14% | 686,678 | 44,767 | 7.0% | $658.57万 | 加仓 |
| KO | COCA COLA CO | $1.00亿 | 0.14% | 1,320,820 | -25,314 | -1.9% | -$192.51万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $9,919.17万 | 0.14% | 198,518 | -17,893 | -8.3% | -$894.04万 | 减仓 |
| PFE | PFIZER INC | $9,795.75万 | 0.14% | 3,488,515 | -153,523 | -4.2% | -$431.09万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $9,769.27万 | 0.14% | 945,078 | -14,256 | -1.5% | -$147.36万 | 减仓 |
| EFA | ISHARES TR | $9,763.18万 | 0.14% | 1,005,167 | -56,058 | -5.3% | -$544.49万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $9,612.81万 | 0.13% | 207,535 | -15,918 | -7.1% | -$737.31万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $9,570.32万 | 0.13% | 2,034,940 | -244,237 | -10.7% | -$1,148.65万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $9,530.81万 | 0.13% | 1,684,483 | 33,572 | 2.0% | $189.95万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $9,515.93万 | 0.13% | 1,232,952 | 45,872 | 3.9% | $354.04万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $9,408.98万 | 0.13% | 3,455,372 | 331,286 | 10.6% | $902.09万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $9,269.24万 | 0.13% | 274,368 | 3,189 | 1.2% | $107.74万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $9,267.28万 | 0.13% | 806,482 | 47,034 | 6.2% | $540.47万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $9,179.15万 | 0.13% | 1,813,703 | 43,245 | 2.4% | $218.86万 | 加仓 |
| AMAT | APPLIED MATLS INC | $9,154.54万 | 0.13% | 267,841 | -32,711 | -10.9% | -$1,118.03万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $9,152.30万 | 0.13% | 2,349,154 | 593,460 | 33.8% | $2,312.12万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $9,146.05万 | 0.13% | 2,775,736 | 308,631 | 12.5% | $1,016.94万 | 加仓 |
| T | AT&T INC | $8,984.94万 | 0.13% | 3,099,325 | -45,895 | -1.5% | -$133.05万 | 减仓 |
| DVY | ISHARES TR | $8,941.46万 | 0.12% | 590,546 | -15,786 | -2.6% | -$239.02万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $8,912.79万 | 0.12% | 3,022,310 | 161,601 | 5.6% | $476.56万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $8,906.94万 | 0.12% | 2,065,139 | 123,337 | 6.4% | $531.95万 | 加仓 |
| OEF | ISHARES TR | $8,771.20万 | 0.12% | 275,763 | -191,198 | -40.9% | -$6,081.44万 | 减仓 |
| MO | ALTRIA GROUP INC | $8,712.99万 | 0.12% | 1,320,349 | -270,160 | -17.0% | -$1,782.79万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $8,623.13万 | 0.12% | 1,660,530 | -15,096 | -0.9% | -$78.39万 | 减仓 |
| SO | SOUTHERN CO | $8,595.88万 | 0.12% | 890,580 | 1,826 | 0.2% | $17.62万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $8,528.79万 | 0.12% | 2,244,419 | 19,083 | 0.9% | $72.52万 | 加仓 |
| HDV | ISHARES TR | $8,495.93万 | 0.12% | 625,989 | -17,689 | -2.7% | -$240.08万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $8,481.93万 | 0.12% | 1,577,446 | 229,917 | 17.1% | $1,236.26万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $8,443.65万 | 0.12% | 279,147 | -7,668 | -2.7% | -$231.94万 | 减仓 |
| IWR | ISHARES TR | $8,400.16万 | 0.12% | 863,947 | -45,168 | -5.0% | -$439.17万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $8,371.86万 | 0.12% | 2,331,996 | 215,574 | 10.2% | $773.91万 | 加仓 |
| LOW | LOWES COS INC | $8,326.35万 | 0.12% | 352,393 | -3,458 | -1.0% | -$81.71万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $8,311.82万 | 0.12% | 389,021 | -60,896 | -13.5% | -$1,301.10万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $8,293.64万 | 0.12% | 894,096 | -10,114 | -1.1% | -$93.82万 | 减仓 |
| DE | DEERE & CO | $8,246.56万 | 0.12% | 146,397 | -5,643 | -3.7% | -$317.87万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $8,226.06万 | 0.11% | 1,124,700 | -56,926 | -4.8% | -$416.36万 | 减仓 |
| MTUM | ISHARES TR | $8,189.75万 | 0.11% | 341,254 | -65,438 | -16.1% | -$1,570.45万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $8,180.45万 | 0.11% | 1,624,072 | 576,411 | 55.0% | $2,903.38万 | 加仓 |
| DGRW | WISDOMTREE TR | $8,145.19万 | 0.11% | 927,276 | -103,269 | -10.0% | -$907.11万 | 减仓 |
| ADI | ANALOG DEVICES INC | $8,048.34万 | 0.11% | 252,981 | -5,804 | -2.2% | -$184.65万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $8,041.45万 | 0.11% | 1,069,484 | -2,217 | -0.2% | -$16.67万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $8,005.18万 | 0.11% | 2,948,502 | 350,637 | 13.5% | $951.98万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $7,968.17万 | 0.11% | 988,484 | 19,703 | 2.0% | $158.83万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $7,903.43万 | 0.11% | 3,537,792 | 225,575 | 6.8% | $503.93万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $7,897.18万 | 0.11% | 477,633 | -189 | -0.0% | -$3.12万 | 减仓 |
| SGOV | ISHARES TR | $7,880.43万 | 0.11% | 782,876 | -40,969 | -5.0% | -$412.39万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $7,849.61万 | 0.11% | 92,786 | -17,407 | -15.8% | -$1,472.62万 | 减仓 |
| ESGD | ISHARES TR | $7,839.76万 | 0.11% | 819,887 | 11,051 | 1.4% | $105.67万 | 加仓 |
| GLW | CORNING INC | $7,768.86万 | 0.11% | 571,366 | -62,641 | -9.9% | -$851.73万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $7,743.34万 | 0.11% | 960,951 | 5,691 | 0.6% | $45.86万 | 加仓 |
| ETN | EATON CORP PLC | $7,698.78万 | 0.11% | 215,248 | -4,332 | -2.0% | -$154.94万 | 减仓 |
| SLV | ISHARES SILVER TR | $7,685.33万 | 0.11% | 1,127,874 | -65,641 | -5.5% | -$447.28万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $7,644.94万 | 0.11% | 991,433 | 12,699 | 1.3% | $97.92万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $7,590.44万 | 0.11% | 1,797,830 | 537,666 | 42.7% | $2,270.03万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $7,589.89万 | 0.11% | 2,360,554 | 2,360,554 | — | $7,589.89万 | 新建仓 |
| SOXX | ISHARES TR | $7,585.94万 | 0.11% | 230,814 | -9,875 | -4.1% | -$324.55万 | 减仓 |
| FFLC | FIDELITY COVINGTON TRUST | $7,440.95万 | 0.10% | 1,450,903 | 112,524 | 8.4% | $577.08万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $7,400.54万 | 0.10% | 401,592 | -26,635 | -6.2% | -$490.83万 | 减仓 |
| GDX | VANECK ETF TRUST | $7,395.95万 | 0.10% | 805,922 | -190,583 | -19.1% | -$1,748.98万 | 减仓 |
| TLT | ISHARES TR | $7,363.39万 | 0.10% | 849,393 | -79,951 | -8.6% | -$693.10万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $7,351.80万 | 0.10% | 1,602,049 | 40,886 | 2.6% | $187.63万 | 加仓 |