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
HEDJ WISDOMTREE TR $180.29万0.00%34,473 -2,547-6.9% -$13.32万 减仓
VMI VALMONT INDS INC $180.02万0.00%4,505 -87-1.9% -$3.48万 减仓
EBC EASTERN BANKSHARES INC $179.52万0.00%91,780 -3,692-3.9% -$7.22万 减仓
PICK ISHARES INC $179.20万0.00%31,666 4,74917.6% $26.87万 加仓
SCHP SCHWAB STRATEGIC TR $179.18万0.00%67,337 3780.6% $1.01万 加仓
— AIM ETF PRODUCTS TRUST $179.09万0.00%49,825 -799-1.6% -$2.87万 减仓
ARKG ARK ETF TR $178.99万0.00%67,749 -4,271-5.9% -$11.28万 减仓
UDR UDR INC $178.92万0.00%52,966 1,2042.3% $4.07万 加仓
FAN FIRST TR EXCHANGE-TRADED FD $178.73万0.00%72,243 5,2187.8% $12.91万 加仓
— INNOVATOR ETFS TRUST $177.91万0.00%63,077 -3,248-4.9% -$9.16万 减仓
THG HANOVER INS GROUP INC $177.89万0.00%10,262 2072.1% $3.59万 加仓
PTON PELOTON INTERACTIVE INC $177.87万0.00%414,605 378,7831,057.4% $162.50万 加仓
XCHYX CALAMOS CONV & HIGH INCOME F $177.66万0.00%163,137 1,6361.0% $1.78万 加仓
NDSN NORDSON CORP $177.61万0.00%6,675 2533.9% $6.73万 加仓
— INNOVATOR ETFS TRUST $177.29万0.00%56,678 32,393133.4% $101.33万 加仓
VFVA VANGUARD WELLINGTON FD $176.99万0.00%13,148 4,54752.9% $61.21万 加仓
CCEP COCA-COLA EUROPACIFIC PARTNE $176.49万0.00%19,465 -4,985-20.4% -$45.20万 减仓
IFF INTERNATIONAL FLAVORS&FRAGRA $176.44万0.00%24,320 -475-1.9% -$3.45万 减仓
— ISHARES ETHEREUM TR $176.43万0.00%111,453 14,15714.6% $22.41万 加仓
DJD INVESCO EXCHANGE TRADED FD T $176.19万0.00%29,493 1,1804.2% $7.05万 加仓
DINO HF SINCLAIR CORP $175.64万0.00%28,152 5,97226.9% $37.26万 加仓
DWLD DAVIS FUNDAMENTAL ETF TR $175.61万0.00%40,084 -688-1.7% -$3.01万 减仓
— FIRST TR EXCHNG TRADED FD VI $175.54万0.00%70,687 -6,123-8.0% -$15.21万 减仓
MNA NEW YORK LIFE INVESTMENTS ET $175.08万0.00%48,164 -3,711-7.2% -$13.49万 减仓
QQQX NUVEEN NASDAQ 100 DYNAMIC OV $174.77万0.00%65,532 -10,288-13.6% -$27.44万 减仓
SKT TANGER INC $174.74万0.00%51,426 6,28413.9% $21.35万 加仓
TY TRI CONTL CORP $174.56万0.00%55,259 1,3062.4% $4.13万 加仓
HEDG SERIES PORTFOLIOS TR $174.54万0.00%60,229 1,8133.1% $5.25万 加仓
ESLT ELBIT SYS LTD $174.42万0.00%2,054 -138-6.3% -$11.72万 减仓
BCPC BALCHEM CORP $174.26万0.00%10,282 -1,135-9.9% -$19.24万 减仓
MEDP MEDPACE HLDGS INC $173.59万0.00%3,615 -17,486-82.9% -$839.66万 减仓
GOF GUGGENHEIM STRATEGIC OPPORTU $173.45万0.00%157,393 -12,090-7.1% -$13.32万 减仓
IRT INDEPENDENCE RLTY TR INC $173.44万0.00%116,484 -26,393-18.5% -$39.30万 减仓
XOVR ENTREPRENEURSHARES SERIES TR $172.93万0.00%102,387 82,501414.9% $139.34万 加仓
— PGIM ROCK ETF TR $172.90万0.00%58,221 1,9223.4% $5.71万 加仓
RL RALPH LAUREN CORP $172.74万0.00%5,022 -1,211-19.4% -$41.65万 减仓
PR PERMIAN RESOURCES CORP $172.38万0.00%80,855 -68,014-45.7% -$145.01万 减仓
— AIM ETF PRODUCTS TRUST $172.07万0.00%59,332 280.0% $812 加仓
ODFL OLD DOMINION FREIGHT LINE IN $171.64万0.00%8,784 -955-9.8% -$18.66万 减仓
— INNOVATOR ETFS TRUST $171.58万0.00%70,033 5410.8% $1.33万 加仓
— DIREXION SHARES ETF TRUST $171.46万0.00%51,074 -32,477-38.9% -$109.03万 减仓
VGUS VANGUARD INSTL INDEX FD $171.26万0.00%22,636 -5,020-18.2% -$37.98万 减仓
BHK BLACKROCK CORE BD TR $171.16万0.00%186,859 13,1557.6% $12.05万 加仓
WYNN WYNN RESORTS LTD $170.91万0.00%16,830 4,66238.3% $47.34万 加仓
TAGG T ROWE PRICE ETF INC $170.84万0.00%40,104 7,58023.3% $32.29万 加仓
EMBJ EMBRAER S.A. $170.64万0.00%28,756 7272.6% $4.31万 加仓
AG FIRST MAJESTIC SILVER CORP $170.63万0.00%79,436 21,84337.9% $46.92万 加仓
— INNOVATOR ETFS TRUST $170.62万0.00%58,658 15,05834.5% $43.80万 加仓
— INVESCO EXCH TRADED FD TR II $170.40万0.00%36,104 -3,314-8.4% -$15.64万 减仓
DOCU DOCUSIGN INC $170.31万0.00%35,922 -1,784-4.7% -$8.46万 减仓
— INNOVATOR ETFS TRUST $170.13万0.00%59,201 -615-1.0% -$1.77万 减仓
— FIRST TR EXCHNG TRADED FD VI $169.81万0.00%65,957 -3,132-4.5% -$8.06万 减仓
TRIN TRINITY CAP INC $169.76万0.00%115,406 6,9956.5% $10.29万 加仓
TBBK BANCORP INC DEL $169.75万0.00%31,593 4801.5% $2.58万 加仓
— INNOVATOR ETFS TRUST $168.85万0.00%57,806 2,0553.7% $6.00万 加仓
TAFI AB ACTIVE ETFS INC $168.23万0.00%66,809 -108,767-61.9% -$273.88万 减仓
BKLC BNY MELLON ETF TRUST $168.14万0.00%13,471 1871.4% $2.33万 加仓
— AIM ETF PRODUCTS TRUST $168.13万0.00%59,220 -2,456-4.0% -$6.97万 减仓
DJUL FIRST TR EXCHNG TRADED FD VI $167.94万0.00%35,932 -2,175-5.7% -$10.17万 减仓
MLN VANECK ETF TRUST $167.75万0.00%96,186 -433-0.4% -$7,552 减仓
— INNOVATOR ETFS TRUST $167.53万0.00%50,939 -20,656-28.9% -$67.93万 减仓
RACE FERRARI N V $167.37万0.00%4,945 -174-3.4% -$5.89万 减仓
— JOHN HANCOCK DIVERSIFIED INC $167.36万0.00%154,110 3,6712.4% $3.99万 加仓
— DBX ETF TR $167.19万0.00%28,343 930.3% $5,486 加仓
MSCI MSCI INC $167.17万0.00%3,102 -676-17.9% -$36.43万 减仓
VPL VANGUARD INTL EQUITY INDEX F $167.08万0.00%17,096 -40,722-70.4% -$397.97万 减仓
— INVESCO TR INVT GRADE MUNS $167.03万0.00%169,229 9,5506.0% $9.43万 加仓
SOUN SOUNDHOUND AI INC $166.96万0.00%243,027 -1,725-0.7% -$1.19万 减仓
NUEM NUSHARES ETF TR $166.93万0.00%45,437 2510.6% $9,221 加仓
VKTX VIKING THERAPEUTICS INC $166.89万0.00%51,289 1,0532.1% $3.43万 加仓
IDA IDACORP INC $166.84万0.00%11,670 5515.0% $7.88万 加仓
MLPA GLOBAL X FDS $166.44万0.00%30,897 1,1393.8% $6.14万 加仓
FCG FIRST TR EXCHANGE-TRADED FD $166.19万0.00%52,442 19,01556.9% $60.26万 加仓
UBS UBS GROUP AG $166.18万0.00%42,534 7,41721.1% $28.98万 加仓
— FIRST TR EXCHANGE-TRADED ALP $165.73万0.00%17,528 -1,514-8.0% -$14.31万 减仓
NAC NUVEEN CA DIVI ADV MUN $165.10万0.00%141,717 75,480114.0% $87.93万 加仓
DTCR GLOBAL X FDS $165.07万0.00%68,895 -88,887-56.3% -$212.97万 减仓
— THOMSON REUTERS CORP $165.02万0.00%18,340 10,909146.8% $98.16万 加仓
NUDM NUSHARES ETF TR $164.79万0.00%45,634 -1,660-3.5% -$5.99万 减仓
U UNITY SOFTWARE INC $164.58万0.00%75,012 7,80711.6% $17.13万 加仓
SIRI SIRIUSXM HOLDINGS INC $164.28万0.00%71,180 3,2684.8% $7.54万 加仓
VIAV VIAVI SOLUTIONS INC $164.02万0.00%49,286 49,286— $164.02万 新建仓
HTO H2O AMERICA $164.00万0.00%27,953 2,4719.7% $14.50万 加仓
CMBS ISHARES TR $163.97万0.00%33,650 -66-0.2% -$3,216 减仓
SPXC SPX TECHNOLOGIES INC $163.83万0.00%8,194 -374-4.4% -$7.48万 减仓
APA APA CORPORATION $163.70万0.00%38,572 -67,832-63.7% -$287.88万 减仓
— SPDR SERIES TRUST $163.07万0.00%12,254 1,81217.4% $24.11万 加仓
PFS PROVIDENT FINL SVCS INC $162.72万0.00%76,898 2150.3% $4,549 加仓
ROKU ROKU INC $162.60万0.00%17,185 -262-1.5% -$2.48万 减仓
CRF CORNERSTONE TOTAL RETURN FD $162.26万0.00%233,471 -915-0.4% -$6,359 减仓
STPZ PIMCO ETF TR $161.92万0.00%29,927 -353-1.2% -$1.91万 减仓
— GUINNESS ATKINSON FDS $161.89万0.00%53,333 3,4977.0% $10.61万 加仓
PTMC PACER FDS TR $161.80万0.00%44,245 3,3558.2% $12.27万 加仓
IDCC INTERDIGITAL INC $161.25万0.00%5,339 2094.1% $6.31万 加仓
— FIDELITY D & D BANCORP INC $161.17万0.00%37,238 9,65635.0% $41.79万 加仓
EIPI FIRST TR EXCHNG TRADED FD VI $161.05万0.00%71,611 -607-0.8% -$1.37万 减仓
INFO HARBOR ETF TRUST $161.04万0.00%68,557 68,557— $161.04万 新建仓
— PROSHARES TR $161.04万0.00%20,540 4092.0% $3.21万 加仓
— CALAMOS DYNAMIC CONV & INCOM $161.02万0.00%75,419 -1,993-2.6% -$4.26万 减仓
— VANGUARD NY TAX FREE FDS $160.97万0.00%15,712 5,53254.3% $56.68万 加仓