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
— INNOVATOR ETFS TRUST $203.58万0.00%68,120 -2,773-3.9% -$8.29万 减仓
BNL BROADSTONE NET LEASE INC $203.15万0.00%111,190 -7,396-6.2% -$13.51万 减仓
DSTL ETF SER SOLUTIONS $202.81万0.00%35,039 -6,449-15.5% -$37.33万 减仓
SQM SOCIEDAD QUIMICA Y MINERA DE $202.51万0.00%25,019 19,491352.6% $157.76万 加仓
NBIX NEUROCRINE BIOSCIENCES INC $202.30万0.00%15,356 8555.9% $11.26万 加仓
BSCV INVESCO EXCH TRD SLF IDX FD $202.17万0.00%122,824 20,84820.4% $34.32万 加仓
ONON ON HLDG AG $202.14万0.00%59,419 -7,352-11.0% -$25.01万 减仓
CM CANADIAN IMPERIAL BANK OF CO $202.10万0.00%21,329 -856-3.9% -$8.11万 减仓
EFX EQUIFAX INC $202.05万0.00%11,221 2932.7% $5.28万 加仓
SBAC SBA COMMUNICATIONS CORP $202.03万0.00%11,738 -309-2.6% -$5.32万 减仓
ZION ZIONS BANCORPORATION NATL AS $201.46万0.00%34,963 -925-2.6% -$5.33万 减仓
— INVESCO VALUE MUN INCOME TR $201.04万0.00%165,329 11,7817.7% $14.33万 加仓
— INNOVATOR ETFS TRUST $200.86万0.00%55,782 -19,961-26.4% -$71.88万 减仓
IGLB ISHARES TR $200.56万0.00%40,411 -55,128-57.7% -$273.60万 减仓
CELH CELSIUS HLDGS INC $200.37万0.00%56,475 -6,500-10.3% -$23.06万 减仓
TMDX TRANSMEDICS GROUP INC $200.13万0.00%20,132 -2,359-10.5% -$23.45万 减仓
REG REGENCY CTRS CORP $199.79万0.00%26,406 19,060259.5% $144.21万 加仓
AFG AMERICAN FINANCIAL GROUP INC $199.47万0.00%15,619 -2,022-11.5% -$25.82万 减仓
DFIP DIMENSIONAL ETF TRUST $199.17万0.00%47,739 5,59613.3% $23.35万 加仓
IVVW ISHARES TR $199.16万0.00%45,616 3,0597.2% $13.36万 加仓
— BNY MELLON ETF TRUST II $198.26万0.00%72,991 72,991— $198.26万 新建仓
— SIMPLIFY EXCHANGE TRADED FUN $198.19万0.00%74,002 74,002— $198.19万 新建仓
EWX SPDR INDEX SHS FDS $197.75万0.00%29,907 -292-1.0% -$1.93万 减仓
— ISHARES TR $197.56万0.00%30,351 -4,134-12.0% -$26.91万 减仓
— FIDELITY COVINGTON TRUST $197.26万0.00%40,126 -2,390-5.6% -$11.75万 减仓
STAG STAG INDUSTRIAL INC $196.86万0.00%54,593 -3,369-5.8% -$12.15万 减仓
LGOV FIRST TR EXCHANGE-TRADED FD $196.84万0.00%91,255 41,02381.7% $88.49万 加仓
— FIRST TR EXCHNG TRADED FD VI $196.82万0.00%64,468 19,52043.4% $59.60万 加仓
INCY INCYTE CORP $196.61万0.00%20,889 -567-2.6% -$5.34万 减仓
PCN PIMCO CORPORATE & INCM STRG $195.90万0.00%164,619 4,9803.1% $5.93万 加仓
IQDF FLEXSHARES TR $195.61万0.00%61,766 3440.6% $1.09万 加仓
— FRANKLIN UNVL TR $195.60万0.00%244,198 2,1370.9% $1.71万 加仓
LEN LENNAR CORP $195.53万0.00%22,516 -2,189-8.9% -$19.01万 减仓
— INVESCO QUALITY MUN INCOME T $195.33万0.00%203,050 10,5035.5% $10.10万 加仓
RYZ RYERSON HLDG CORP $194.90万0.00%86,701 86,701— $194.90万 新建仓
ARLP ALLIANCE RESOURCE PARTNERS L $194.71万0.00%70,418 -9,349-11.7% -$25.85万 减仓
JEMA J P MORGAN EXCHANGE TRADED F $194.62万0.00%37,405 -1,678-4.3% -$8.73万 减仓
NVT NVENT ELEC PLC $194.36万0.00%16,432 1,78212.2% $21.08万 加仓
HXL HEXCEL CORP NEW $194.29万0.00%24,007 -99,270-80.5% -$803.41万 减仓
DECK DECKERS OUTDOOR CORP $194.17万0.00%19,400 -590-3.0% -$5.91万 减仓
HLN HALEON PLC $193.94万0.00%193,750 -4,379-2.2% -$4.38万 减仓
— PUTNAM ETF TRUST $192.82万0.00%247,519 6,7282.8% $5.24万 加仓
IHAK ISHARES TR $192.58万0.00%44,119 -10,564-19.3% -$46.11万 减仓
CBRE CBRE GROUP INC $191.91万0.00%14,168 1280.9% $1.73万 加仓
SCHC SCHWAB STRATEGIC TR $191.73万0.00%41,021 -26,310-39.1% -$122.97万 减仓
UJUN INNOVATOR ETFS TRUST $191.60万0.00%51,450 00.0% — 不变
IGE ISHARES TR $191.47万0.00%30,421 3,15411.6% $19.85万 加仓
VCRM VANGUARD MUN BD FDS $191.44万0.00%25,475 16,210175.0% $121.82万 加仓
ARKF ARK ETF TR $191.39万0.00%50,352 2,4565.1% $9.34万 加仓
FLRT PACER FDS TR $191.26万0.00%41,300 1,2733.2% $5.90万 加仓
— FIRST TR EXCHANGE TRADED FD $191.15万0.00%49,520 -1,647-3.2% -$6.36万 减仓
— INNOVATOR ETFS TRUST $191.00万0.00%56,291 20,61357.8% $69.94万 加仓
LB LANDBRIDGE COMPANY LLC $190.58万0.00%27,601 4,94821.8% $34.17万 加仓
— INNOVATOR ETFS TRUST $190.49万0.00%66,455 -1,374-2.0% -$3.94万 减仓
— ETF OPPORTUNITIES TRUST $190.31万0.00%39,970 -638-1.6% -$3.04万 减仓
WABC WESTAMERICA BANCORPORATION $189.60万0.00%36,357 -1,398-3.7% -$7.29万 减仓
— FIRST TR EXCHNG TRADED FD VI $189.53万0.00%58,018 3980.7% $1.30万 加仓
IGOV ISHARES TR $188.97万0.00%46,023 15,59651.3% $64.04万 加仓
— BLACKROCK FLOATING RATE INCO $188.96万0.00%171,475 -7,669-4.3% -$8.45万 减仓
BAX BAXTER INTL INC $188.94万0.00%112,462 -1,356-1.2% -$2.28万 减仓
BBH VANECK ETF TRUST $188.78万0.00%10,040 3974.1% $7.46万 加仓
— SIMPLIFY EXCHANGE TRADED FUN $188.75万0.00%123,047 -35,745-22.5% -$54.83万 减仓
— INVESCO EXCH TRADED FD TR II $188.12万0.00%63,918 2,1403.5% $6.30万 加仓
FPXI FIRST TR EXCHANGE-TRADED FD $187.85万0.00%30,424 -6,112-16.7% -$37.74万 减仓
— PGIM ETF TR $187.74万0.00%36,832 1680.5% $8,563 加仓
MDST ULTIMUS MANAGERS TR $187.62万0.00%65,602 51,434363.0% $147.10万 加仓
IQDG WISDOMTREE TR $187.00万0.00%46,586 3370.7% $1.35万 加仓
BGRN ISHARES TR $186.96万0.00%39,383 1,9955.3% $9.47万 加仓
— INNOVATOR ETFS TRUST $186.89万0.00%68,556 20,78743.5% $56.67万 加仓
FISI FINANCIAL INSTITUTIONS INC $186.78万0.00%58,903 -296,573-83.4% -$940.44万 减仓
LYV LIVE NATION ENTERTAINMENT IN $186.76万0.00%12,246 -4,872-28.5% -$74.30万 减仓
ARES ARES MANAGEMENT CORPORATION $186.25万0.00%17,071 1,3498.6% $14.72万 加仓
RSPU INVESCO EXCHANGE TRADED FD T $185.63万0.00%22,886 -922-3.9% -$7.48万 减仓
PPLT ABRDN PLATINUM ETF TRUST $185.54万0.00%10,410 -500-4.6% -$8.91万 减仓
ZECP ZACKS TRUST $184.85万0.00%54,641 6551.2% $2.22万 加仓
BUXX EA SERIES TRUST $184.82万0.00%91,292 -44,554-32.8% -$90.20万 减仓
RS RELIANCE INC $184.55万0.00%6,072 2704.7% $8.21万 加仓
NOK NOKIA CORP $184.34万0.00%229,275 -15,964-6.5% -$12.84万 减仓
TXRH TEXAS ROADHOUSE INC $184.11万0.00%11,149 2982.7% $4.92万 加仓
DVA DAVITA INC $184.00万0.00%11,972 -222-1.8% -$3.41万 减仓
— INNOVATOR ETFS TRUST $183.53万0.00%70,316 -248-0.4% -$6,473 减仓
— CALAMOS ETF TR $183.17万0.00%65,003 1,8763.0% $5.29万 加仓
AVK ADVENT CONV & INCOME FD $183.16万0.00%164,124 7670.5% $8,560 加仓
REET ISHARES TR $183.00万0.00%72,763 22,21243.9% $55.86万 加仓
JGLO J P MORGAN EXCHANGE TRADED F $182.97万0.00%28,032 -2,485-8.1% -$16.22万 减仓
TLN TALEN ENERGY CORP $182.82万0.00%5,727 -138-2.4% -$4.41万 减仓
BDVL BLACKROCK ETF TRUST $182.53万0.00%74,050 -112,792-60.4% -$278.03万 减仓
XEVVX EATON VANCE LIMITED DURATION $182.49万0.00%193,110 -19,219-9.1% -$18.16万 减仓
— ARMADA ACQUISITION CORP II $181.91万0.00%176,438 93,528112.8% $96.43万 加仓
EDV VANGUARD WORLD FD $181.63万0.00%27,965 6,75531.8% $43.87万 加仓
— FIRST TR EXCHNG TRADED FD VI $181.47万0.00%80,636 23,84842.0% $53.67万 加仓
QBTS D-WAVE QUANTUM INC $181.31万0.00%125,650 -4,383-3.4% -$6.32万 减仓
P EVERPURE INC $181.24万0.00%30,698 7672.6% $4.53万 加仓
VNOM VIPER ENERGY INC $181.12万0.00%38,544 -2,880-7.0% -$13.53万 减仓
BCE BCE INC $181.00万0.00%71,713 -4,767-6.2% -$12.03万 减仓
— INNOVATOR ETFS TRUST $180.75万0.00%96,832 96,832— $180.75万 新建仓
— FIRST TR EXCHNG TRADED FD VI $180.66万0.00%76,067 26,75954.3% $63.55万 加仓
AXTI AXT INC $180.54万0.00%31,685 31,685— $180.54万 新建仓
FNY FIRST TR EXCHANGE-TRADED ALP $180.46万0.00%19,943 -3,375-14.5% -$30.54万 减仓
CLF CLEVELAND-CLIFFS INC NEW $180.35万0.00%213,436 -360,875-62.8% -$304.94万 减仓