COMMONWEALTH EQUITY SERVICES, LLC
WALTHAM MA · SEC CIK 0000312272
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| XLF | SELECT SECTOR SPDR TR | $7,305.09万 | 0.10% | 1,479,662 | -57,589 | -3.7% | -$284.32万 | 减仓 |
| ITA | ISHARES TR | $7,298.99万 | 0.10% | 333,668 | -92,365 | -21.7% | -$2,020.49万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $7,271.26万 | 0.10% | 1,459,799 | 283,481 | 24.1% | $1,412.02万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $7,221.02万 | 0.10% | 1,152,045 | -20,583 | -1.8% | -$129.01万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $7,216.05万 | 0.10% | 450,103 | -46,959 | -9.4% | -$752.85万 | 减仓 |
| SMH | VANECK ETF TRUST | $7,194.80万 | 0.10% | 187,658 | -81,499 | -30.3% | -$3,124.67万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $7,124.85万 | 0.10% | 276,854 | -55,772 | -16.8% | -$1,435.29万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $6,999.11万 | 0.10% | 2,004,903 | 190,516 | 10.5% | $665.09万 | 加仓 |
| IJT | ISHARES TR | $6,977.62万 | 0.10% | 482,180 | 12,965 | 2.8% | $187.62万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $6,966.32万 | 0.10% | 532,024 | -21,164 | -3.8% | -$277.12万 | 减仓 |
| MGK | VANGUARD WORLD FD | $6,930.96万 | 0.10% | 188,628 | -21,938 | -10.4% | -$806.09万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $6,927.72万 | 0.10% | 837,187 | 53,095 | 6.8% | $439.36万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $6,894.14万 | 0.10% | 96 | -9 | -8.6% | -$646.33万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $6,892.27万 | 0.10% | 622,159 | 88,148 | 16.5% | $976.50万 | 加仓 |
| ASML | ASML HLDG NV | $6,860.37万 | 0.10% | 51,940 | -3,931 | -7.0% | -$519.22万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $6,785.72万 | 0.09% | 419,571 | -9,270 | -2.2% | -$149.92万 | 减仓 |
| PYLD | PIMCO ETF TR | $6,767.42万 | 0.09% | 2,582,984 | -604,034 | -19.0% | -$1,582.57万 | 减仓 |
| IUSV | ISHARES TR | $6,733.94万 | 0.09% | 658,576 | -503,071 | -43.3% | -$5,143.90万 | 减仓 |
| BKDV | BNY MELLON ETF TRUST II | $6,590.04万 | 0.09% | 2,221,860 | -52,820 | -2.3% | -$156.66万 | 减仓 |
| MBB | ISHARES TR | $6,528.53万 | 0.09% | 687,576 | 11,811 | 1.7% | $112.15万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $6,492.94万 | 0.09% | 632,408 | -46,197 | -6.8% | -$474.30万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $6,440.13万 | 0.09% | 1,367,913 | 186,895 | 15.8% | $879.90万 | 加仓 |
| OKE | ONEOK INC NEW | $6,413.50万 | 0.09% | 709,536 | 23,646 | 3.4% | $213.74万 | 加仓 |
| BA | BOEING CO | $6,384.25万 | 0.09% | 320,768 | -37,229 | -10.4% | -$740.97万 | 减仓 |
| — | HONEYWELL INTL INC | $6,360.02万 | 0.09% | 281,380 | -18,447 | -6.2% | -$416.96万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $6,232.57万 | 0.09% | 206,206 | -6,453 | -3.0% | -$195.04万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $6,189.18万 | 0.09% | 2,399,835 | 255,018 | 11.9% | $657.69万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $6,187.85万 | 0.09% | 729,356 | 110,119 | 17.8% | $934.25万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $6,171.53万 | 0.09% | 246,290 | -8,740 | -3.4% | -$219.01万 | 减仓 |
| NULG | NUSHARES ETF TR | $6,156.53万 | 0.09% | 676,988 | -1,296 | -0.2% | -$11.79万 | 减仓 |
| MS | MORGAN STANLEY | $6,127.69万 | 0.09% | 372,346 | -35,691 | -8.7% | -$587.37万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $6,126.00万 | 0.09% | 772,801 | -3,149 | -0.4% | -$24.96万 | 减仓 |
| NOBL | PROSHARES TR | $6,115.13万 | 0.09% | 576,845 | -44,843 | -7.2% | -$475.38万 | 减仓 |
| QCOM | QUALCOMM INC | $6,113.15万 | 0.09% | 474,697 | -15,460 | -3.2% | -$199.09万 | 减仓 |
| BX | BLACKSTONE INC | $6,110.62万 | 0.09% | 531,405 | -53,228 | -9.1% | -$612.07万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $6,038.47万 | 0.08% | 436,558 | -35,967 | -7.6% | -$497.50万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $6,020.50万 | 0.08% | 992,662 | -252,846 | -20.3% | -$1,533.51万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $6,005.86万 | 0.08% | 837,053 | -175,331 | -17.3% | -$1,258.00万 | 减仓 |
| MDT | MEDTRONIC PLC | $5,993.92万 | 0.08% | 691,739 | -37,978 | -5.2% | -$329.08万 | 减仓 |
| IJK | ISHARES TR | $5,950.48万 | 0.08% | 591,381 | -16,585 | -2.7% | -$166.88万 | 减仓 |
| BIL | SPDR SERIES TRUST | $5,904.15万 | 0.08% | 644,277 | -119,491 | -15.6% | -$1,095.01万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $5,895.74万 | 0.08% | 360,420 | 93,983 | 35.3% | $1,537.37万 | 加仓 |
| AVNM | AMERICAN CENTY ETF TR | $5,875.19万 | 0.08% | 771,326 | 127,419 | 19.8% | $970.55万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $5,861.40万 | 0.08% | 660,811 | 2,418 | 0.4% | $21.45万 | 加仓 |
| DIS | DISNEY WALT CO | $5,854.28万 | 0.08% | 607,416 | -55,295 | -8.3% | -$532.93万 | 减仓 |
| IGM | ISHARES TR | $5,827.57万 | 0.08% | 491,737 | 7,215 | 1.5% | $85.50万 | 加仓 |
| SUB | ISHARES TR | $5,752.16万 | 0.08% | 540,109 | -74,482 | -12.1% | -$793.23万 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $5,742.86万 | 0.08% | 790,048 | 33,738 | 4.5% | $245.24万 | 加仓 |
| IQLT | ISHARES TR | $5,700.77万 | 0.08% | 1,233,133 | 156,719 | 14.6% | $724.51万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $5,663.39万 | 0.08% | 1,182,831 | 85,652 | 7.8% | $410.10万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $5,622.06万 | 0.08% | 1,582,342 | 91,236 | 6.1% | $324.16万 | 加仓 |
| IJS | ISHARES TR | $5,610.75万 | 0.08% | 473,681 | -18,469 | -3.8% | -$218.77万 | 减仓 |
| EMR | EMERSON ELEC CO | $5,564.99万 | 0.08% | 424,743 | -33,778 | -7.4% | -$442.56万 | 减仓 |
| IWB | ISHARES TR | $5,552.01万 | 0.08% | 155,710 | -30,708 | -16.5% | -$1,094.93万 | 减仓 |
| TJX | TJX COS INC NEW | $5,543.79万 | 0.08% | 347,138 | -6,723 | -1.9% | -$107.37万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $5,533.43万 | 0.08% | 1,527,728 | 99,611 | 7.0% | $360.79万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $5,522.61万 | 0.08% | 673,653 | -24,997 | -3.6% | -$204.93万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $5,522.57万 | 0.08% | 1,559,608 | -368,801 | -19.1% | -$1,305.92万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $5,518.82万 | 0.08% | 141,360 | -8,804 | -5.9% | -$343.72万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $5,517.26万 | 0.08% | 560,811 | -81,937 | -12.7% | -$806.10万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $5,449.87万 | 0.08% | 1,207,861 | -4,275 | -0.4% | -$19.29万 | 减仓 |
| FIVA | FIDELITY COVINGTON TRUST | $5,435.92万 | 0.08% | 1,561,598 | -55,001 | -3.4% | -$191.46万 | 减仓 |
| PAAA | PGIM ETF TR | $5,433.83万 | 0.08% | 1,061,709 | 142,957 | 15.6% | $731.65万 | 加仓 |
| VHT | VANGUARD WORLD FD | $5,421.68万 | 0.08% | 199,085 | -7,063 | -3.4% | -$192.35万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $5,408.22万 | 0.08% | 368,885 | -41,413 | -10.1% | -$607.16万 | 减仓 |
| WPC | WP CAREY INC | $5,388.87万 | 0.08% | 792,947 | -42,984 | -5.1% | -$292.12万 | 减仓 |
| WFC | WELLS FARGO & CO | $5,373.41万 | 0.08% | 674,967 | 7,487 | 1.1% | $59.60万 | 加仓 |
| IDEV | ISHARES TR | $5,336.28万 | 0.07% | 638,540 | 32,286 | 5.3% | $269.81万 | 加仓 |
| DLN | WISDOMTREE TR | $5,318.07万 | 0.07% | 595,329 | 1,911 | 0.3% | $17.07万 | 加仓 |
| WM | WASTE MGMT INC DEL | $5,310.33万 | 0.07% | 231,095 | -13,744 | -5.6% | -$315.82万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $5,256.62万 | 0.07% | 362,476 | 42,279 | 13.2% | $613.13万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $5,241.89万 | 0.07% | 556,228 | 42,237 | 8.2% | $398.04万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $5,236.31万 | 0.07% | 418,469 | -16,120 | -3.7% | -$201.71万 | 减仓 |
| ESGU | ISHARES TR | $5,227.74万 | 0.07% | 369,661 | -6,623 | -1.8% | -$93.66万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $5,198.18万 | 0.07% | 192,105 | -34,519 | -15.2% | -$934.05万 | 减仓 |
| EMXC | ISHARES INC | $5,198.02万 | 0.07% | 660,822 | 22,179 | 3.5% | $174.46万 | 加仓 |
| PAVE | GLOBAL X FDS | $5,159.67万 | 0.07% | 1,015,483 | -64,335 | -6.0% | -$326.89万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $5,150.14万 | 0.07% | 2,015,710 | 41,343 | 2.1% | $105.63万 | 加仓 |
| NULV | NUSHARES ETF TR | $5,114.43万 | 0.07% | 1,124,050 | 118,826 | 11.8% | $540.66万 | 加仓 |
| BOND | PIMCO ETF TR | $5,109.41万 | 0.07% | 553,686 | -81,569 | -12.8% | -$752.72万 | 减仓 |
| AUSF | GLOBAL X FDS | $5,096.17万 | 0.07% | 1,054,016 | 433,484 | 69.9% | $2,095.89万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $5,068.70万 | 0.07% | 1,430,221 | -79,587 | -5.3% | -$282.06万 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $4,936.57万 | 0.07% | 1,271,928 | -37,928 | -2.9% | -$147.20万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $4,897.15万 | 0.07% | 1,207,979 | -101,193 | -7.7% | -$410.24万 | 减仓 |
| IDV | ISHARES TR | $4,851.88万 | 0.07% | 1,140,010 | 125,971 | 12.4% | $536.13万 | 加仓 |
| MINT | PIMCO ETF TR | $4,850.05万 | 0.07% | 482,256 | -67,820 | -12.3% | -$682.07万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $4,789.37万 | 0.07% | 749,393 | 52,467 | 7.5% | $335.32万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,786.44万 | 0.07% | 672,914 | 18,770 | 2.9% | $133.51万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $4,769.97万 | 0.07% | 138,977 | -394 | -0.3% | -$13.52万 | 减仓 |
| KLAC | KLA CORP | $4,743.71万 | 0.07% | 32,217 | -1,637 | -4.8% | -$241.04万 | 减仓 |
| GOVT | ISHARES TR | $4,686.39万 | 0.07% | 2,045,565 | 861,408 | 72.7% | $1,973.49万 | 加仓 |
| USFR | WISDOMTREE TR | $4,683.07万 | 0.07% | 930,289 | 13,951 | 1.5% | $70.23万 | 加仓 |
| XAR | SPDR SERIES TRUST | $4,675.71万 | 0.07% | 184,097 | 26,689 | 17.0% | $677.85万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $4,666.66万 | 0.07% | 386,491 | -352 | -0.1% | -$4.25万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $4,647.11万 | 0.06% | 914,785 | 29,720 | 3.4% | $150.98万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $4,612.07万 | 0.06% | 641,189 | -118,766 | -15.6% | -$854.28万 | 减仓 |
| FDLO | FIDELITY COVINGTON TRUST | $4,604.01万 | 0.06% | 712,806 | 1,164 | 0.2% | $7.52万 | 加仓 |
| SHV | ISHARES TR | $4,587.13万 | 0.06% | 415,538 | -73,208 | -15.0% | -$808.14万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $4,581.95万 | 0.06% | 373,184 | -80,480 | -17.7% | -$988.13万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $4,556.33万 | 0.06% | 743,042 | -395,957 | -34.8% | -$2,428.01万 | 减仓 |