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
SPMB SPDR SERIES TRUST $225.03万0.00%100,864 6,3056.7% $14.07万 加仓
FISI FINANCIAL INSTITUTIONS INC $224.94万0.00%57,721 -1,182-2.0% -$4.61万 减仓
POR PORTLAND GEN ELEC CO $224.84万0.00%43,381 2,8517.0% $14.78万 加仓
RVT ROYCE SMALL CAP TRUST INC $224.66万0.00%121,634 -9,461-7.2% -$17.47万 减仓
HYT BLACKROCK CORPOR HI YLD FD I $224.61万0.00%262,394 -32,729-11.1% -$28.02万 减仓
ALSN ALLISON TRANSMISSION HLDGS I $224.32万0.00%19,897 1680.9% $1.89万 加仓
IBMR ISHARES TR $224.17万0.00%88,291 -2,077-2.3% -$5.27万 减仓
IBMQ ISHARES TR $224.06万0.00%87,590 3,2813.9% $8.39万 加仓
BBH VANECK ETF TRUST $224.01万0.00%11,022 9829.8% $19.96万 加仓
PDBC INVESCO ACTVELY MNGD ETC FD $223.93万0.00%141,014 5,5064.1% $8.74万 加仓
LYV LIVE NATION ENTERTAINMENT IN $223.89万0.00%12,227 -19-0.2% -$3,479 减仓
HXL HEXCEL CORP NEW $223.75万0.00%22,361 -1,646-6.9% -$16.47万 减仓
AXTI AXT INC $223.59万0.00%31,019 -666-2.1% -$4.80万 减仓
SMLV SPDR SERIES TRUST $223.46万0.00%14,200 -1,604-10.1% -$25.24万 减仓
KGC KINROSS GOLD CORP $222.63万0.00%94,256 -22,873-19.5% -$54.03万 减仓
— ARMADA ACQUISITION CORP II $222.45万0.00%213,482 37,04421.0% $38.60万 加仓
THG HANOVER INS GROUP INC $222.27万0.00%10,381 1191.2% $2.55万 加仓
EXE EXPAND ENERGY CORPORATION $222.05万0.00%24,351 -1,808-6.9% -$16.49万 减仓
STWD STARWOOD PPTY TR INC $222.03万0.00%135,550 -78-0.1% -$1,278 减仓
— INNOVATOR ETFS TRUST $221.53万0.00%60,320 -2,067-3.3% -$7.59万 减仓
CNR CORE NATURAL RESOURCES INC $221.50万0.00%27,680 1,6116.2% $12.89万 加仓
LYB LYONDELLBASELL INDUSTRIES NV $221.32万0.00%42,035 -4,950-10.5% -$26.06万 减仓
BSCV INVESCO EXCH TRD SLF IDX FD $220.65万0.00%134,666 11,8429.6% $19.40万 加仓
SAP SAP SE $220.54万0.00%14,311 -2,282-13.8% -$35.17万 减仓
AFB ALLIANCEBERNSTEIN NATL MUN I $220.35万0.00%193,118 -1,305-0.7% -$1.49万 减仓
— FIRST TR EXCHNG TRADED FD VI $220.27万0.00%66,940 2,4723.8% $8.13万 加仓
IGPT INVESCO EXCHANGE TRADED FD T $220.00万0.00%21,134 1,8759.7% $19.52万 加仓
DAVE DAVE INC $219.98万0.00%5,904 4,713395.7% $175.60万 加仓
DOCU DOCUSIGN INC $219.60万0.00%49,437 13,51537.6% $60.03万 加仓
GVI ISHARES TR $219.15万0.00%20,656 -906-4.2% -$9.61万 减仓
XPO XPO INC $218.58万0.00%10,647 -1,729-14.0% -$35.50万 减仓
— INVESCO TR INVT GRADE MUNS $217.88万0.00%205,552 36,32321.5% $38.50万 加仓
AFG AMERICAN FINANCIAL GROUP INC $217.75万0.00%15,560 -59-0.4% -$8,257 减仓
KNTK KINETIK HOLDINGS INC $217.55万0.00%45,003 1,5523.6% $7.50万 加仓
FERG FERGUSON ENTERPRISES INC $217.23万0.00%9,153 3854.4% $9.14万 加仓
EFIV SPDR SERIES TRUST $217.21万0.00%29,783 7,09431.3% $51.74万 加仓
NUEM NUSHARES ETF TR $217.21万0.00%51,184 5,74712.6% $24.39万 加仓
FXE INVESCO CURRENCYSHARES EURO $217.15万0.00%20,594 -356-1.7% -$3.75万 减仓
FDS FACTSET RESH SYS INC $216.89万0.00%9,427 3,85169.1% $88.60万 加仓
SUN SUNOCO LP/SUNOCO FIN CORP $216.65万0.00%32,097 4461.4% $3.01万 加仓
ENVA ENOVA INTL INC $216.27万0.00%8,984 2963.4% $7.13万 加仓
— FIRST TR EXCHNG TRADED FD VI $216.03万0.00%89,823 9,18711.4% $22.09万 加仓
DY DYCOM INDS INC $215.99万0.00%4,272 47112.4% $23.81万 加仓
HAS HASBRO INC $215.69万0.00%26,116 -26,480-50.3% -$218.70万 减仓
XJH ISHARES TR $215.54万0.00%41,331 6,44218.5% $33.59万 加仓
AB ALLIANCEBERNSTEIN HLDG L P $215.42万0.00%61,164 -7,387-10.8% -$26.02万 减仓
IQDF FLEXSHARES TR $215.29万0.00%62,295 5290.9% $1.83万 加仓
TLN TALEN ENERGY CORP $215.26万0.00%5,602 -125-2.2% -$4.80万 减仓
DFIP DIMENSIONAL ETF TRUST $214.87万0.00%52,083 4,3449.1% $17.92万 加仓
JMOM J P MORGAN EXCHANGE TRADED F $214.42万0.00%25,090 11,17380.3% $95.48万 加仓
CHWY CHEWY INC $214.41万0.00%109,117 56,825108.7% $111.66万 加仓
DWAS INVESCO EXCH TRADED FD TR II $214.22万0.00%16,826 1,74011.5% $22.15万 加仓
SPTL SPDR SERIES TRUST $214.05万0.00%81,603 -2,843-3.4% -$7.46万 减仓
— MORGAN STANLEY ETF TRUST $213.87万0.00%41,977 19,36885.7% $98.68万 加仓
— AMERICAN CENTY ETF TR $213.70万0.00%25,890 10,45067.7% $86.26万 加仓
WABC WESTAMERICA BANCORPORATION $213.66万0.00%36,417 600.2% $3,520 加仓
— AB ACTIVE ETFS INC $213.60万0.00%84,309 53,002169.3% $134.28万 加仓
FDV FEDERATED HERMES ETF TRUST $213.29万0.00%67,947 -16,621-19.7% -$52.17万 减仓
IVES WEDBUSH SER TR $213.03万0.00%55,915 2,8155.3% $10.73万 加仓
REVS COLUMBIA ETF TR I $213.02万0.00%67,754 26,92365.9% $84.65万 加仓
— INNOVATOR ETFS TRUST $212.23万0.00%79,665 9,34913.3% $24.91万 加仓
— FIRST TR EXCHNG TRADED FD VI $212.06万0.00%56,709 -1,186-2.0% -$4.44万 减仓
— FIRST TR EXCHNG TRADED FD VI $212.00万0.00%81,899 -14,065-14.7% -$36.41万 减仓
HUBS HUBSPOT INC $211.84万0.00%11,607 -992-7.9% -$18.10万 减仓
DOCN DIGITALOCEAN HLDGS INC $211.83万0.00%13,490 -2,135-13.7% -$33.53万 减仓
LGOV FIRST TR EXCHANGE-TRADED FD $211.29万0.00%98,736 7,4818.2% $16.01万 加仓
CG CARLYLE GROUP INC $210.36万0.00%49,954 -6,102-10.9% -$25.70万 减仓
CPRT COPART INC $210.33万0.00%74,612 -8,632-10.4% -$24.33万 减仓
UBS UBS GROUP AG $209.87万0.00%42,347 -187-0.4% -$9,268 减仓
AVK ADVENT CONV & INCOME FD $208.94万0.00%159,498 -4,626-2.8% -$6.06万 减仓
ONEV SPDR SERIES TRUST $208.92万0.00%14,603 -614-4.0% -$8.78万 减仓
— ISHARES TR $208.83万0.00%34,620 -1,886-5.2% -$11.38万 减仓
UDR UDR INC $208.83万0.00%52,311 -655-1.2% -$2.61万 减仓
RGLD ROYAL GOLD INC $208.76万0.00%10,458 -1,105-9.6% -$22.06万 减仓
— INVESCO QUALITY MUN INCOME T $208.64万0.00%206,170 3,1201.5% $3.16万 加仓
SBAC SBA COMMUNICATIONS CORP $208.45万0.00%11,813 750.6% $1.32万 加仓
— FIRST TR EXCHNG TRADED FD VI $207.57万0.00%81,882 -20,466-20.0% -$51.88万 减仓
SBR SABINE RTY TR $207.30万0.00%28,320 -3,196-10.1% -$23.39万 减仓
RODM LATTICE STRATEGIES TR $207.15万0.00%51,262 -1,105-2.1% -$4.47万 减仓
GNL GLOBAL NET LEASE INC $207.13万0.00%231,684 4,1151.8% $3.68万 加仓
— INNOVATOR ETFS TRUST $207.07万0.00%83,768 -134,232-61.6% -$331.82万 减仓
AKAM AKAMAI TECHNOLOGIES INC $206.81万0.00%17,496 -387-2.2% -$4.57万 减仓
ILMN ILLUMINA INC $206.76万0.00%11,759 2211.9% $3.89万 加仓
— INNOVATOR ETFS TRUST $206.72万0.00%54,396 14,54036.5% $55.26万 加仓
HYDB ISHARES TR $206.66万0.00%44,187 -15,070-25.4% -$70.48万 减仓
— SIMPLIFY EXCHANGE TRADED FUN $206.43万0.00%78,163 4,1615.6% $10.99万 加仓
FFIV F5 INC $206.32万0.00%4,960 1292.7% $5.37万 加仓
UPST UPSTART HLDGS INC $206.01万0.00%58,145 3,9777.3% $14.09万 加仓
TSLX SIXTH STREET SPECIALTY LENDI $204.78万0.00%119,268 -9,464-7.4% -$16.25万 减仓
DLTR DOLLAR TREE INC $204.74万0.00%16,928 -6,793-28.6% -$82.16万 减仓
XRNPX COHEN & STEERS REIT & PFD & $204.57万0.00%100,775 -23,210-18.7% -$47.12万 减仓
KXI ISHARES TR $204.44万0.00%30,274 -2,059-6.4% -$13.90万 减仓
ARKX ARK ETF TR $204.16万0.00%59,835 21,11254.5% $72.03万 加仓
LULU LULULEMON ATHLETICA INC $203.59万0.00%17,831 4,13530.2% $47.21万 加仓
VSDB VANGUARD MALVERN FDS $202.77万0.00%26,562 7,93042.6% $60.54万 加仓
BWX SPDR SERIES TRUST $202.75万0.00%93,520 -16,498-15.0% -$35.77万 减仓
IIPR INNOVATIVE INDL PPTYS INC $202.47万0.00%32,667 5,23919.1% $32.47万 加仓
NDSN NORDSON CORP $202.47万0.00%6,711 360.5% $1.09万 加仓
STM STMICROELECTRONICS N V $202.08万0.00%26,984 5,90928.0% $44.25万 加仓
— CAMBRIA ETF TR $201.64万0.00%189,689 90,70691.6% $96.42万 加仓