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
GSG ISHARES S&P GSCI COMMODITY- $227.93万0.00%70,675 4,9007.4% $15.80万 加仓
DKNG DRAFTKINGS INC NEW $227.92万0.00%105,419 -15,193-12.6% -$32.85万 减仓
BIP BROOKFIELD INFRASTRUCTURE PA $227.76万0.00%63,058 -1,414-2.2% -$5.11万 减仓
— FLEXSHARES TR $227.67万0.00%55,627 2440.4% $9,986 加仓
DJAN FIRST TR EXCHNG TRADED FD VI $227.52万0.00%53,497 14,69537.9% $62.50万 加仓
— INNOVATOR ETFS TRUST $227.14万0.00%60,945 -2,456-3.9% -$9.15万 减仓
— CALAMOS ETF TR $226.59万0.00%83,432 -2,316-2.7% -$6.29万 减仓
FDD FIRST TR EXCHANGE-TRADED FD $226.21万0.00%127,015 8,3877.1% $14.94万 加仓
EMHY ISHARES INC $226.00万0.00%57,390 46,099408.3% $181.54万 加仓
MAYT AIM ETF PRODUCTS TRUST $225.26万0.00%60,868 -2,443-3.9% -$9.04万 减仓
EQIN COLUMBIA ETF TR I $225.16万0.00%45,812 1,2572.8% $6.18万 加仓
IONQ IONQ INC $224.79万0.00%77,971 -3,066-3.8% -$8.84万 减仓
JFR NUVEEN FLOATING RATE INCOME $224.17万0.00%298,104 -23,647-7.3% -$17.78万 减仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $224.12万0.00%36,531 -4,010-9.9% -$24.60万 减仓
FXE INVESCO CURRENCYSHARES EURO $223.52万0.00%20,950 3601.7% $3.84万 加仓
— FIDELITY COVINGTON TRUST $223.23万0.00%45,988 2,5966.0% $12.60万 加仓
— DIMENSIONAL ETF TRUST $222.62万0.00%94,131 -12,556-11.8% -$29.69万 减仓
CSL CARLISLE COS INC $222.43万0.00%6,667 -1,186-15.1% -$39.57万 减仓
— FIDELITY COVINGTON TRUST $222.31万0.00%60,214 4,8938.8% $18.06万 加仓
SPTL SPDR SERIES TRUST $222.09万0.00%84,446 2,9883.7% $7.86万 加仓
EVSM MORGAN STANLEY ETF TRUST $221.91万0.00%44,214 6,33016.7% $31.77万 加仓
— FIRST TR EXCHNG TRADED FD VI $221.83万0.00%57,038 -78,671-58.0% -$305.97万 减仓
ABR ARBOR REALTY TRUST INC $221.28万0.00%287,003 -39,971-12.2% -$30.82万 减仓
JPSE J P MORGAN EXCHANGE TRADED F $220.67万0.00%42,088 -630-1.5% -$3.30万 减仓
— NUVEEN NEW JERSEY $219.45万0.00%178,412 19,18912.1% $23.60万 加仓
SYM SYMBOTIC INC $219.42万0.00%41,244 -1,539-3.6% -$8.19万 减仓
— INNOVATOR ETFS TRUST $219.35万0.00%104,351 -950-0.9% -$2.00万 减仓
— AIM ETF PRODUCTS TRUST $218.96万0.00%61,161 -2,623-4.1% -$9.39万 减仓
VTEC VANGUARD CALIF TAX FREE FDS $218.71万0.00%22,074 -1,401-6.0% -$13.88万 减仓
WINA WINMARK CORP $218.66万0.00%5,114 120.2% $5,131 加仓
— FIRST TR EXCHANGE-TRADED ALP $218.63万0.00%35,382 4,11113.1% $25.40万 加仓
HEGD LISTED FDS TR $218.10万0.00%88,302 12,13415.9% $29.97万 加仓
RVT ROYCE SMALL CAP TRUST INC $217.62万0.00%131,095 10,8129.0% $17.95万 加仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $217.57万0.00%30,856 3,96614.7% $27.96万 加仓
TAFM AB ACTIVE ETFS INC $217.44万0.00%85,963 24,74640.4% $62.59万 加仓
DFSI DIMENSIONAL ETF TRUST $217.41万0.00%51,275 3,5977.5% $15.25万 加仓
JOBY JOBY AVIATION INC $217.27万0.00%263,042 26,72211.3% $22.07万 加仓
— INNOVATOR ETFS TRUST $216.98万0.00%88,419 88,419— $216.98万 新建仓
KXI ISHARES TR $216.66万0.00%32,333 -1,026-3.1% -$6.88万 减仓
SMLV SPDR SERIES TRUST $216.63万0.00%15,804 -470-2.9% -$6.44万 减仓
RZV INVESCO EXCHANGE TRADED FD T $216.49万0.00%17,402 4,80838.2% $59.81万 加仓
— INNOVATOR ETFS TRUST $216.43万0.00%62,387 1,1431.9% $3.97万 加仓
DDWM WISDOMTREE TR $216.20万0.00%49,014 1,2702.7% $5.60万 加仓
CCC CCC INTELLIGENT SOLUTIONS HL $215.89万0.00%359,823 4,4231.2% $2.65万 加仓
DFCA DIMENSIONAL ETF TRUST $215.31万0.00%43,192 1,7944.3% $8.94万 加仓
IBMQ ISHARES TR $215.24万0.00%84,309 -20,471-19.5% -$52.26万 减仓
CHKP CHECK POINT SOFTWARE TECH LT $214.72万0.00%15,031 -1,929-11.4% -$27.56万 减仓
MFSG MFS ACTIVE EXCHANGE TRADED F $214.55万0.00%83,843 3,7774.7% $9.67万 加仓
— INNOVATOR ETFS TRUST $214.49万0.00%77,590 3,3614.5% $9.29万 加仓
SGDM SPROTT ETF TRUST $214.44万0.00%28,406 -1,819-6.0% -$13.73万 减仓
CLM CORNERSTONE STRATEGIC INVEST $214.34万0.00%294,428 9,8693.5% $7.18万 加仓
RGEN REPLIGEN CORP $214.28万0.00%18,187 12,044196.1% $141.90万 加仓
POR PORTLAND GEN ELEC CO $213.88万0.00%40,530 -1,099-2.6% -$5.80万 减仓
— PARNASSUS INCOME FDS $213.51万0.00%77,520 66,634612.1% $183.53万 加仓
ATI ATI INC $213.27万0.00%14,662 9927.3% $14.43万 加仓
— PGIM ROCK ETF TR $213.21万0.00%74,088 -15,150-17.0% -$43.60万 减仓
OKTA OKTA INC $213.11万0.00%27,075 -1,020-3.6% -$8.03万 减仓
GNL GLOBAL NET LEASE INC $213.00万0.00%227,569 4,0271.8% $3.77万 加仓
— AIM ETF PRODUCTS TRUST $212.81万0.00%67,763 2,4553.8% $7.71万 加仓
HOLA J P MORGAN EXCHANGE TRADED F $212.64万0.00%40,426 2,3046.0% $12.12万 加仓
— INNOVATOR ETFS TRUST $212.53万0.00%114,465 114,465— $212.53万 新建仓
SPMB SPDR SERIES TRUST $211.72万0.00%94,559 -1,634-1.7% -$3.66万 减仓
— ISHARES TR $211.60万0.00%36,506 -29,208-44.4% -$169.30万 减仓
OSK OSHKOSH CORP $211.32万0.00%14,355 -493-3.3% -$7.26万 减仓
PFLD ETF SER SOLUTIONS $210.74万0.00%108,854 13,06913.6% $25.30万 加仓
KNTK KINETIK HOLDINGS INC $210.34万0.00%43,451 8832.1% $4.27万 加仓
HALO HALOZYME THERAPEUTICS INC $209.91万0.00%32,478 -1,632-4.8% -$10.55万 减仓
WY WEYERHAEUSER CO $209.71万0.00%85,841 -7,889-8.4% -$19.27万 减仓
LULU LULULEMON ATHLETICA INC $209.68万0.00%13,696 -1,600-10.5% -$24.50万 减仓
BIDU BAIDU INC $209.51万0.00%18,804 -2,741-12.7% -$30.54万 减仓
SANM SANMINA CORP $209.30万0.00%16,145 6,12861.2% $79.44万 加仓
VTWV VANGUARD SCOTTSDALE FDS $209.23万0.00%12,512 5434.5% $9.08万 加仓
SOLV SOLVENTUM CORP $209.21万0.00%32,039 -1,392-4.2% -$9.09万 减仓
PSEC PROSPECT CAP CORP $208.88万0.00%800,310 137,27520.7% $35.83万 加仓
AVRE AMERICAN CENTY ETF TR $208.53万0.00%47,372 2,2485.0% $9.90万 加仓
IDHQ INVESCO EXCH TRADED FD TR II $208.53万0.00%58,956 6171.1% $2.18万 加仓
CBSH COMMERCE BANCSHARES INC $208.29万0.00%42,336 6,05916.7% $29.81万 加仓
AFB ALLIANCEBERNSTEIN NATL MUN I $207.84万0.00%194,423 -2,766-1.4% -$2.96万 减仓
JBHT HUNT J B TRANS SVCS INC $207.84万0.00%9,808 -3,545-26.5% -$75.12万 减仓
RODM LATTICE STRATEGIES TR $206.43万0.00%52,367 -4,634-8.1% -$18.27万 减仓
— LATTICE STRATEGIES TR $206.24万0.00%66,515 66,515— $206.24万 新建仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $206.09万0.00%10,435 -565-5.1% -$11.16万 减仓
— EA SERIES TRUST $206.08万0.00%76,840 -3,064-3.8% -$8.22万 减仓
SUN SUNOCO LP/SUNOCO FIN CORP $205.64万0.00%31,651 2,1307.2% $13.84万 加仓
AKAM AKAMAI TECHNOLOGIES INC $205.38万0.00%17,883 6083.5% $6.98万 加仓
HSBC HSBC HLDGS PLC $205.18万0.00%24,874 2971.2% $2.45万 加仓
MFSB MFS ACTIVE EXCHANGE TRADED F $204.95万0.00%82,343 20,38732.9% $50.74万 加仓
JPME J P MORGAN EXCHANGE TRADED F $204.79万0.00%17,881 -5,810-24.5% -$66.54万 减仓
VTRS VIATRIS INC $204.75万0.00%151,554 -23,046-13.2% -$31.14万 减仓
FXN FIRST TR EXCHANGE-TRADED FD $204.65万0.00%91,119 6,0147.1% $13.51万 加仓
— GRAYSCALE ETHEREUM STAKING E $204.61万0.00%119,868 -25,206-17.4% -$43.03万 减仓
SPHB INVESCO EXCH TRADED FD TR II $204.54万0.00%17,641 5353.1% $6.20万 加仓
FERG FERGUSON ENTERPRISES INC $204.52万0.00%8,768 1661.9% $3.87万 加仓
MYN BLACKROCK MUNIYIELD N Y QUAL $204.19万0.00%212,694 114,065115.7% $109.50万 加仓
TDVI FIRST TR EXCHANGE-TRADED FD $204.18万0.00%76,874 34,26180.4% $91.00万 加仓
ONEV SPDR SERIES TRUST $204.16万0.00%15,217 700.5% $9,392 加仓
HYGV FLEXSHARES TR $204.07万0.00%50,940 -25,714-33.5% -$103.01万 减仓
— FIRST TR EXCHNG TRADED FD VI $203.82万0.00%57,895 17,73944.2% $62.45万 加仓
— INNOVATOR ETFS TRUST $203.73万0.00%72,539 39,645120.5% $111.35万 加仓
— PGIM ROCK ETF TR $203.71万0.00%69,875 -1,584-2.2% -$4.62万 减仓