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
— JANUS DETROIT STR TR $114.11万0.00%46,544 3,8529.0% $9.44万 加仓
CUBE CUBESMART $114.02万0.00%31,110 5,04819.4% $18.50万 加仓
TOPT ISHARES TR $113.82万0.00%39,771 -9,253-18.9% -$26.48万 减仓
— ELEVATION SERIES TRUST $113.80万0.00%28,000 00.0% — 不变
ACI ALBERTSONS COS INC $113.68万0.00%66,711 10,26818.2% $17.50万 加仓
ARKX ARK ETF TR $113.65万0.00%38,723 14,04256.9% $41.21万 加仓
— FIRST TR EXCHNG TRADED FD VI $113.29万0.00%51,518 -5,236-9.2% -$11.51万 减仓
— INVESCO EXCHANGE TRADED FD T $113.14万0.00%14,289 -7,624-34.8% -$60.37万 减仓
SEZL SEZZLE INC $113.12万0.00%17,873 -6,299-26.1% -$39.87万 减仓
IESC IES HOLDINGS INC $112.97万0.00%2,371 27012.9% $12.86万 加仓
EWY ISHARES INC $112.86万0.00%9,174 -14,710-61.6% -$180.96万 减仓
WES WESTERN MIDSTREAM PARTNERS L $112.81万0.00%27,401 -3,328-10.8% -$13.70万 减仓
FCF FIRST COMWLTH FINL CORP PA $112.73万0.00%64,123 -2,240-3.4% -$3.94万 减仓
PLMR PALOMAR HLDGS INC $112.67万0.00%9,428 -1,347-12.5% -$16.10万 减仓
XNIEX VIRTUS EQUITY & CONV INCM FD $112.44万0.00%48,132 12,23234.1% $28.57万 加仓
ESS ESSEX PPTY TR INC $112.39万0.00%4,644 3568.3% $8.62万 加仓
TIGO MILLICOM INTL CELLULAR S A $112.29万0.00%14,983 -55-0.4% -$4,122 减仓
— FIDELITY COVINGTON TRUST $112.26万0.00%41,377 -4,050-8.9% -$10.99万 减仓
— MORGAN STANLEY ETF TRUST $112.22万0.00%22,609 -549-2.4% -$2.72万 减仓
BNS BANK NOVA SCOTIA B C $112.09万0.00%16,172 -999-5.8% -$6.92万 减仓
IPGP IPG PHOTONICS CORP $112.08万0.00%9,781 1,07912.4% $12.36万 加仓
— ROUNDHILL ETF TRUST $112.04万0.00%35,910 1420.4% $4,430 加仓
— CALAMOS ETF TR $111.96万0.00%38,800 -50,609-56.6% -$146.03万 减仓
AES AES CORP $111.95万0.00%79,454 -19,898-20.0% -$28.04万 减仓
IGPT INVESCO EXCHANGE TRADED FD T $111.82万0.00%19,259 7053.8% $4.09万 加仓
KMX CARMAX INC $111.34万0.00%26,777 3,37414.4% $14.03万 加仓
TAXX BONDBLOXX ETF TRUST $111.21万0.00%21,997 2,35712.0% $11.92万 加仓
— INNOVATOR ETFS TRUST $110.92万0.00%43,314 -8,088-15.7% -$20.71万 减仓
PSMO PACER FDS TR $110.73万0.00%36,694 -6,304-14.7% -$19.02万 减仓
KNF KNIFE RIVER CORP $110.68万0.00%13,556 -1,969-12.7% -$16.08万 减仓
SSNC SS&C TECH HLDGS $110.63万0.00%16,373 5,51050.7% $37.23万 加仓
MTCH MATCH GROUP INC NEW $110.56万0.00%36,003 -2,836-7.3% -$8.71万 减仓
UMI USCF ETF TR $110.33万0.00%18,830 -7,884-29.5% -$46.19万 减仓
— ROUNDHILL ETF TRUST $110.24万0.00%30,021 -204-0.7% -$7,491 减仓
ALK ALASKA AIR GROUP INC $109.98万0.00%29,902 -6,544-18.0% -$24.07万 减仓
KTB KONTOOR BRANDS INC $109.97万0.00%15,646 210.1% $1,476 加仓
— PGIM ROCK ETF TR $109.95万0.00%37,117 1,9555.6% $5.79万 加仓
IBRX IMMUNITYBIO INC $109.88万0.00%143,257 67,48189.1% $51.76万 加仓
TUSI TOUCHSTONE ETF TRUST $109.87万0.00%43,394 6,43417.4% $16.29万 加仓
BST BLACKROCK SCIENCE & TECHNOLO $109.84万0.00%30,216 3,92914.9% $14.28万 加仓
TGRW T ROWE PRICE ETF INC $109.69万0.00%27,084 00.0% — 不变
— AIM ETF PRODUCTS TRUST $109.68万0.00%40,127 4,45812.5% $12.19万 加仓
CORP PIMCO ETF TR $109.51万0.00%11,313 -1,535-11.9% -$14.86万 减仓
MKSI MKS INC. $109.13万0.00%4,749 -1,786-27.3% -$41.04万 减仓
ILDR FIRST TR EXCHNG TRADED FD VI $109.02万0.00%36,607 7,38425.3% $21.99万 加仓
ETH GRAYSCALE ETHEREUM STAKING $108.98万0.00%54,876 -318-0.6% -$6,316 减仓
— GLOBAL X FDS $108.91万0.00%26,793 3,45214.8% $14.03万 加仓
— INNOVATOR ETFS TRUST $108.90万0.00%58,164 -14-0.0% -$262 减仓
— SPDR SERIES TRUST $108.82万0.00%43,380 43,380— $108.82万 新建仓
— PGIM ROCK ETF TR $108.44万0.00%36,098 -8,782-19.6% -$26.38万 减仓
BTU PEABODY ENGR CORP $108.31万0.00%32,872 -737-2.2% -$2.43万 减仓
DSU BLACKROCK DEBT STRATEGIES FD $108.19万0.00%112,817 46,31169.6% $44.41万 加仓
ACHR ARCHER AVIATION INC $108.18万0.00%209,244 -38,374-15.5% -$19.84万 减仓
TRMB TRIMBLE INC $107.87万0.00%16,537 2,04114.1% $13.31万 加仓
VMRK EQUITY RESIDENTIAL $107.86万0.00%18,236 -3,539-16.3% -$20.93万 减仓
— INNOVATOR ETFS TRUST $107.84万0.00%40,067 -1,940-4.6% -$5.22万 减仓
FHN FIRST HORIZON CORPORATION $107.66万0.00%47,301 -3,156-6.3% -$7.18万 减仓
ASGI ABRDN GLOBAL INFRA INCOME FU $107.31万0.00%47,991 1,6593.6% $3.71万 加仓
PAYC PAYCOM SOFTWARE INC $107.28万0.00%8,826 -1,651-15.8% -$20.07万 减仓
SCHI SCHWAB STRATEGIC TR $107.23万0.00%47,279 830.2% $1,882 加仓
KBE SPDR SERIES TRUST $107.10万0.00%17,985 -7,780-30.2% -$46.33万 减仓
— INVESCO EXCHANGE TRADED FD T $106.93万0.00%10,305 -442-4.1% -$4.59万 减仓
— TIDAL TRUST II $106.58万0.00%56,540 42,289296.7% $79.71万 加仓
DGS WISDOMTREE TR $106.35万0.00%17,696 -966-5.2% -$5.81万 减仓
MAA MID-AMER APT CMNTYS INC $106.33万0.00%8,707 -1,265-12.7% -$15.45万 减仓
— FIRST TR EXCHNG TRADED FD VI $106.02万0.00%40,299 -17,138-29.8% -$45.09万 减仓
LUMN LUMEN TECHNOLOGIES INC $105.93万0.00%152,416 -483,102-76.0% -$335.76万 减仓
— TWO RDS SHARED TR $105.89万0.00%68,553 -3,820-5.3% -$5.90万 减仓
— PGIM ROCK ETF TR $105.73万0.00%34,849 1,7435.3% $5.29万 加仓
AGZ ISHARES TR $105.67万0.00%9,632 3483.7% $3.82万 加仓
AWR AMER STATES WTR CO $105.57万0.00%13,960 -1,265-8.3% -$9.57万 减仓
DFSB DIMENSIONAL ETF TRUST $105.33万0.00%20,356 8874.6% $4.59万 加仓
FRME FIRST MERCHANTS CORP $105.16万0.00%27,153 -3,838-12.4% -$14.86万 减仓
— BARINGS CORPORATE INVS $105.08万0.00%60,949 -1,856-3.0% -$3.20万 减仓
LMUB ISHARES TR $105.06万0.00%21,041 21,041— $105.06万 新建仓
— FIDELITY MERRIMACK STR TR $104.95万0.00%21,022 21,022— $104.95万 新建仓
— CAMBRIA ETF TR $104.94万0.00%29,336 -2,052-6.5% -$7.34万 减仓
TDF TEMPLETON DRAGON FD INC $104.90万0.00%98,865 23,00030.3% $24.40万 加仓
— VANECK FDS $104.86万0.00%32,396 -40,754-55.7% -$131.92万 减仓
STNG SCORPIO TANKERS INC $104.86万0.00%14,044 7,267107.2% $54.26万 加仓
PGF INVESCO EXCHANGE TRADED FD T $104.78万0.00%76,152 -7,405-8.9% -$10.19万 减仓
PALL ABRDN PALLADIUM ETF TRUST $104.63万0.00%7,767 2162.9% $2.91万 加仓
USA LIBERTY ALL STAR EQUITY FD $104.51万0.00%188,304 -47,520-20.2% -$26.37万 减仓
CRD/A CRAWFORD & CO $104.19万0.00%104,499 1800.2% $1,795 加仓
CLH CLEAN HARBORS INC $104.03万0.00%3,628 -1,003-21.7% -$28.76万 减仓
OBIL RBB FD INC $103.99万0.00%20,766 -12,375-37.3% -$61.97万 减仓
DFNL DAVIS FUNDAMENTAL ETF TR $103.96万0.00%23,184 9,99575.8% $44.82万 加仓
TYG TORTOISE ENERGY INFRSTRCTR C $103.94万0.00%20,852 4862.4% $2.42万 加仓
FID FIRST TR EXCHANGE TRADED FD $103.90万0.00%49,607 -99,142-66.7% -$207.65万 减仓
CPK CHESAPEAKE UTILS CORP $103.86万0.00%8,218 -750-8.4% -$9.48万 减仓
— GLOBAL X FDS $103.85万0.00%34,027 7072.1% $2.16万 加仓
OUSA ALPS ETF TR $103.79万0.00%18,644 -1,207-6.1% -$6.72万 减仓
— CALAMOS ETF TR $103.76万0.00%38,609 00.0% — 不变
ASH ASHLAND INC $103.44万0.00%18,601 -116-0.6% -$6,451 减仓
HODL VANECK BITCOIN ETF $103.41万0.00%53,970 -4,363-7.5% -$8.36万 减仓
MSM MSC INDL DIRECT INC $103.29万0.00%11,195 7587.3% $6.99万 加仓
DCI DONALDSON INC $102.99万0.00%12,135 -729-5.7% -$6.19万 减仓
TLTE FLEXSHARES TR $102.94万0.00%15,317 -2,108-12.1% -$14.17万 减仓
DLS WISDOMTREE TR $102.75万0.00%12,608 -8,774-41.0% -$71.51万 减仓
GRNJ TIDAL TRUST III $102.65万0.00%41,043 26,299178.4% $65.77万 加仓