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
DMXF ISHARES TR $160.16万0.00%21,227 9294.6% $7.01万 加仓
TUA SIMPLIFY EXCHANGE TRADED FUN $159.81万0.00%75,737 3,6105.0% $7.62万 加仓
ADX ADAMS DIVERSIFIED EQUITY FD $159.68万0.00%72,946 -1,579-2.1% -$3.46万 减仓
MSA MSA SAFETY INC $159.17万0.00%9,708 600.6% $9,837 加仓
— HANCOCK JOHN PREM DIVID FD $158.94万0.00%121,326 -2,770-2.2% -$3.63万 减仓
SERV SERVE ROBOTICS INC $158.74万0.00%188,080 13,9008.0% $11.73万 加仓
INOD INNODATA INC $158.66万0.00%41,081 19,16587.4% $74.02万 加仓
— FEDERATED HERMES ETF TRUST $158.59万0.00%50,342 9,15022.2% $28.82万 加仓
MEAR ISHARES U S ETF TR $158.48万0.00%31,482 -690-2.1% -$3.47万 减仓
LAUR LAUREATE ED INC $158.47万0.00%45,486 4,40610.7% $15.35万 加仓
AOK ISHARES TR $158.33万0.00%39,691 2,4016.4% $9.58万 加仓
XJH ISHARES TR $158.29万0.00%34,889 1,7115.2% $7.76万 加仓
— PIMCO INCOME STRATEGY FD $158.24万0.00%197,799 -55,176-21.8% -$44.14万 减仓
GSL GLOBAL SHIP LEASE INC $158.18万0.00%42,487 12,17040.1% $45.31万 加仓
KRG KITE REALTY GROUP TRUST $158.17万0.00%64,427 -4,658-6.7% -$11.44万 减仓
— GLOBAL X FDS $158.16万0.00%56,086 8,86918.8% $25.01万 加仓
AN AUTONATION INC $158.12万0.00%8,098 -1,396-14.7% -$27.26万 减仓
SYF SYNCHRONY FINANCIAL $157.99万0.00%23,227 -8,362-26.5% -$56.88万 减仓
— FIRST TR EXCHANGE-TRADED FD $157.98万0.00%82,024 82,024— $157.98万 新建仓
JIG J P MORGAN EXCHANGE TRADED F $157.89万0.00%21,268 -1,223-5.4% -$9.08万 减仓
SW SMURFIT WESTROCK PLC $157.19万0.00%39,445 -111-0.3% -$4,423 减仓
SCI SERVICE CORP INTL $156.97万0.00%19,024 -261-1.4% -$2.15万 减仓
VRSK VERISK ANALYTICS INC $156.64万0.00%8,255 -339-3.9% -$6.43万 减仓
RONB BARON ETF TR $156.56万0.00%68,456 68,456— $156.56万 新建仓
DXYZ DESTINY TECH100 INC $156.47万0.00%58,429 38,550193.9% $103.24万 加仓
— INNOVATOR ETFS TRUST $156.47万0.00%53,900 27,850106.9% $80.85万 加仓
ALLY ALLY FINL INC $156.45万0.00%39,881 -1,085-2.6% -$4.26万 减仓
MAS MASCO CORP $156.22万0.00%25,878 -2,618-9.2% -$15.80万 减仓
NRIM NORTHRIM BANCORP INC $156.09万0.00%68,222 28,60072.2% $65.44万 加仓
NTAP NETAPP INC $155.64万0.00%15,200 1,66712.3% $17.07万 加仓
ALLE ALLEGION PLC $155.59万0.00%10,709 5505.4% $7.99万 加仓
— PIMCO STRATEGIC INCOME FD $155.24万0.00%289,620 -38,165-11.6% -$20.46万 减仓
BSMU INVESCO EXCH TRD SLF IDX FD $154.96万0.00%71,037 7,01311.0% $15.30万 加仓
AIT APPLIED INDL TECHNOLOGIES IN $154.85万0.00%5,836 -182-3.0% -$4.83万 减仓
RXI ISHARES TR $154.74万0.00%8,299 00.0% — 不变
OC OWENS CORNING NEW $154.54万0.00%14,280 740.5% $8,008 加仓
SHE SPDR SERIES TRUST $154.19万0.00%12,064 790.7% $1.01万 加仓
GRPM INVESCO EXCHANGE TRADED FD T $154.13万0.00%13,036 -5,643-30.2% -$66.72万 减仓
ZM ZOOM COMMUNICATIONS INC $154.07万0.00%19,165 -6,186-24.4% -$49.73万 减仓
ITM VANECK ETF TRUST $153.84万0.00%33,134 2,4167.9% $11.22万 加仓
— FIRST TR EXCHNG TRADED FD VI $153.82万0.00%48,589 -5,083-9.5% -$16.09万 减仓
VTWG VANGUARD SCOTTSDALE FDS $153.53万0.00%6,703 1472.2% $3.37万 加仓
JBLU JETBLUE AIRWAYS CORP $153.25万0.00%346,710 3990.1% $1,764 加仓
AQN ALGONQUIN POWER & UTILITIES $153.13万0.00%249,395 5020.2% $3,082 加仓
VLTO VERALTO CORP $152.94万0.00%17,297 -509-2.9% -$4.50万 减仓
BAH BOOZ ALLEN HAMILTON HLDG COR $152.82万0.00%19,585 -2,294-10.5% -$17.90万 减仓
— CALAMOS ETF TR $152.31万0.00%58,773 5040.9% $1.31万 加仓
— INVESCO MUNI INCOME OPP TRST $151.90万0.00%247,397 9230.4% $5,667 加仓
— GLOBAL X FDS $151.38万0.00%49,012 -5,220-9.6% -$16.12万 减仓
AFRM AFFIRM HLDGS INC $151.27万0.00%33,014 5,33419.3% $24.44万 加仓
IVOG VANGUARD ADMIRAL FDS INC $151.20万0.00%12,093 -640-5.0% -$8.00万 减仓
— FIRST TR EXCHNG TRADED FD VI $151.07万0.00%40,393 -1,287-3.1% -$4.81万 减仓
YYY AMPLIFY ETF TR $150.78万0.00%136,702 14,07311.5% $15.52万 加仓
— COHEN & STEERS REAL ESTATE O $150.68万0.00%103,633 12,04513.2% $17.51万 加仓
IVES WEDBUSH SER TR $150.64万0.00%53,100 -18,485-25.8% -$52.44万 减仓
AVBC AVIDIA BANCORP INC $149.85万0.00%76,181 7,33710.7% $14.43万 加仓
— TIDAL TRUST II $149.34万0.00%71,946 71,946— $149.34万 新建仓
SLRC SLR INVESTMENT CORP $149.28万0.00%104,322 -52,767-33.6% -$75.51万 减仓
— CION INVT CORP $149.16万0.00%218,068 1,4810.7% $1.01万 加仓
ROBT FIRST TR EXCHANGE TRADED FD $148.99万0.00%32,277 -1,900-5.6% -$8.77万 减仓
OCFC OCEANFIRST FINL CORP $148.82万0.00%82,496 38,24386.4% $68.99万 加仓
DX DYNEX CAP INC $148.78万0.00%116,599 7840.7% $1.00万 加仓
BBN BLACKROCK TAX MUNICPAL BD TR $148.78万0.00%92,010 -8,563-8.5% -$13.85万 减仓
— INNOVATOR ETFS TRUST $148.68万0.00%45,662 2,5736.0% $8.38万 加仓
DWAS INVESCO EXCH TRADED FD TR II $148.56万0.00%15,086 -286-1.9% -$2.82万 减仓
XAWFX ALLIANCEBERNSTEIN GLOBAL HIG $148.29万0.00%145,812 1,1780.8% $1.20万 加仓
MIRM MIRUM PHARMACEUTICALS INC $148.03万0.00%16,024 -67-0.4% -$6,189 减仓
UTWO RBB FD INC $147.62万0.00%30,573 3,75914.0% $18.15万 加仓
CHH CHOICE HOTELS INTL INC $147.48万0.00%14,249 800.6% $8,280 加仓
— ETF OPPORTUNITIES TRUST $146.98万0.00%43,693 -569-1.3% -$1.91万 减仓
FTMH PUTNAM ETF TRUST $146.97万0.00%127,467 3,8053.1% $4.39万 加仓
CRMD CORMEDIX INC $146.94万0.00%216,404 102,89290.6% $69.86万 加仓
TBG EA SERIES TRUST $146.75万0.00%42,097 -333-0.8% -$1.16万 减仓
— INNOVATOR ETFS TRUST $146.74万0.00%39,856 -160-0.4% -$5,891 减仓
— WESTERN ASSET INTER MUNI $146.74万0.00%191,062 2,7001.4% $2.07万 加仓
— NEOS ETF TRUST $146.37万0.00%28,561 4711.7% $2.41万 加仓
— FIRST TR EXCHANGE-TRADED FD $145.82万0.00%14,936 -4,752-24.1% -$46.39万 减仓
HYLB DBX ETF TR $145.70万0.00%40,293 -87,374-68.4% -$315.95万 减仓
EELV INVESCO EXCH TRADED FD TR II $145.37万0.00%51,769 -20,415-28.3% -$57.32万 减仓
— STRATEGY INC $145.05万0.00%20,516 7834.0% $5.54万 加仓
GFI GOLD FIELDS LTD $144.97万0.00%31,931 11,06753.0% $50.24万 加仓
CAM AB ACTIVE ETFS INC $144.94万0.00%58,048 1,6653.0% $4.16万 加仓
NXT NEXTPOWER INC $144.79万0.00%12,011 6,702126.2% $80.79万 加仓
— INNOVATOR ETFS TRUST $144.64万0.00%48,407 -1,621-3.2% -$4.84万 减仓
UBSI UNITED BANKSHARES INC WEST V $144.51万0.00%34,890 -2,206-5.9% -$9.14万 减仓
BDJ BLACKROCK ENHANCED EQUITY DI $144.32万0.00%167,419 -425,560-71.8% -$366.83万 减仓
AVES AMERICAN CENTY ETF TR $144.02万0.00%24,012 3,40316.5% $20.41万 加仓
— FIDELITY COVINGTON TRUST $143.95万0.00%40,721 40,721— $143.95万 新建仓
NWFL NORWOOD FINANCIAL CORP $143.88万0.00%48,907 24,42999.8% $71.87万 加仓
— AIM ETF PRODUCTS TRUST $143.88万0.00%51,096 -25,687-33.5% -$72.33万 减仓
SSB SOUTHSTATE BK CORP $143.79万0.00%15,541 5,39853.2% $49.94万 加仓
— MCCORMICK & CO INC $143.71万0.00%28,525 1,2954.8% $6.52万 加仓
— AIM ETF PRODUCTS TRUST $143.43万0.00%53,960 1000.2% $2,658 加仓
— INNOVATOR ETFS TRUST $143.21万0.00%48,744 21,55079.2% $63.31万 加仓
EFIV SPDR SERIES TRUST $143.12万0.00%22,689 11,06195.1% $69.77万 加仓
VKQ INVESCO MUNICIPAL TRUST $143.06万0.00%150,268 1,6601.1% $1.58万 加仓
PWZ INVESCO EXCH TRADED FD TR II $142.78万0.00%59,817 3,0295.3% $7.23万 加仓
ILMN ILLUMINA INC $142.22万0.00%11,538 -1,903-14.2% -$23.46万 减仓
WCN WASTE CONNECTIONS INC $142.20万0.00%8,754 -1,076-10.9% -$17.48万 减仓
VSDB VANGUARD MALVERN FDS $142.07万0.00%18,632 5,37140.5% $40.95万 加仓