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
IOO ISHARES TR $1,835.51万0.03%151,733 16,93812.6% $204.90万 加仓
DG DOLLAR GEN CORP $1,834.79万0.03%154,535 -45,182-22.6% -$536.45万 减仓
JCI JOHNSON CONTROLS INTERNATION $1,829.25万0.03%139,691 -2,604-1.8% -$34.10万 减仓
XEL XCEL ENERGY INC $1,826.46万0.03%229,916 6,9363.1% $55.10万 加仓
IBTJ ISHARES TR $1,824.59万0.03%835,319 -56,270-6.3% -$122.91万 减仓
AMT AMERICAN TOWER CORP $1,821.05万0.03%105,519 -5,487-4.9% -$94.70万 减仓
SLYV SPDR SERIES TRUST $1,815.82万0.03%191,988 5,2982.8% $50.11万 加仓
QLC FLEXSHARES TR $1,797.78万0.03%230,013 23,07611.2% $180.36万 加仓
SPTI SPDR SERIES TRUST $1,796.10万0.03%626,692 114,97822.5% $329.53万 加仓
PNOV INNOVATOR ETFS TRUST $1,789.43万0.02%437,941 -58,608-11.8% -$239.47万 减仓
NET CLOUDFLARE INC $1,784.19万0.02%86,468 30,15153.5% $622.14万 加仓
DHR DANAHER CORP DEL $1,783.23万0.02%94,052 -11,082-10.5% -$210.12万 减仓
PGR PROGRESSIVE CORP $1,780.12万0.02%89,796 2,8463.3% $56.42万 加仓
DBMF LITMAN GREGORY FDS TR $1,773.63万0.02%588,269 39,8357.3% $120.10万 加仓
SPGI S&P GLOBAL INC $1,773.60万0.02%41,698 -3,082-6.9% -$131.09万 减仓
FMB FIRST TR EXCH TRADED FD III $1,763.71万0.02%348,146 -2,170-0.6% -$10.99万 减仓
MUNI PIMCO ETF TR $1,763.24万0.02%337,850 23,7787.6% $124.10万 加仓
GSEP FIRST TR EXCHNG TRADED FD VI $1,755.67万0.02%460,685 -81,708-15.1% -$311.39万 减仓
PWB INVESCO EXCHANGE TRADED FD T $1,748.83万0.02%138,873 24,96021.9% $314.32万 加仓
FCX FREEPORT MCMORAN INC $1,744.26万0.02%296,744 -62,612-17.4% -$368.03万 减仓
IFRA ISHARES TR $1,741.37万0.02%304,436 -21,993-6.7% -$125.80万 减仓
QFLR INNOVATOR ETFS TRUST $1,738.13万0.02%521,961 7,3511.4% $24.48万 加仓
— AIM ETF PRODUCTS TRUST $1,730.84万0.02%547,933 -15,909-2.8% -$50.25万 减仓
XLG INVESCO EXCHANGE TRADED FD T $1,729.91万0.02%317,124 -42,627-11.8% -$232.53万 减仓
ESGV VANGUARD WORLD FD $1,721.53万0.02%153,339 -5,295-3.3% -$59.45万 减仓
WELL WELLTOWER INC $1,719.36万0.02%86,964 -1,293-1.5% -$25.56万 减仓
CLX CLOROX CO DEL $1,719.08万0.02%165,886 17,38411.7% $180.15万 加仓
— HARBOR ETF TRUST $1,713.05万0.02%1,027,625 -18,412-1.8% -$30.69万 减仓
UL UNILEVER PLC $1,712.96万0.02%300,677 -2,862-0.9% -$16.30万 减仓
— INNOVATOR ETFS TRUST $1,711.77万0.02%582,995 -4,011-0.7% -$11.78万 减仓
GIS GENERAL MILLS INC $1,709.07万0.02%459,181 31,3387.3% $116.64万 加仓
FNDE SCHWAB STRATEGIC TR $1,704.68万0.02%445,553 -5,160-1.1% -$19.74万 减仓
SCHB SCHWAB STRATEGIC TR $1,704.13万0.02%678,938 -17,316-2.5% -$43.46万 减仓
VDE VANGUARD WORLD FD $1,701.37万0.02%98,322 -19,927-16.9% -$344.82万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $1,695.62万0.02%209,465 -7,678-3.5% -$62.15万 减仓
SLYG SPDR SERIES TRUST $1,690.99万0.02%175,015 3,3271.9% $32.15万 加仓
KSS KOHLS CORP $1,679.74万0.02%1,302,121 32,1062.5% $41.42万 加仓
COPX GLOBAL X FDS $1,675.18万0.02%219,408 90,25469.9% $689.09万 加仓
IHI ISHARES TR $1,673.48万0.02%313,680 1,5720.5% $8.39万 加仓
SCZ ISHARES TR $1,671.27万0.02%213,145 -777-0.4% -$6.09万 减仓
UTG REAVES UTIL INCOME FD $1,667.05万0.02%424,402 -105,774-20.0% -$415.48万 减仓
ES EVERSOURCE ENERGY $1,664.49万0.02%240,256 8,8583.8% $61.37万 加仓
GCOW PACER FDS TR $1,658.09万0.02%358,582 52,25017.1% $241.60万 加仓
COWG PACER FDS TR $1,655.97万0.02%490,819 -138,772-22.0% -$468.20万 减仓
FLTB FIDELITY MERRIMACK STR TR $1,650.73万0.02%328,373 -14,044-4.1% -$70.60万 减仓
BTI BRITISH AMERN TOB PLC $1,646.03万0.02%281,517 -8,322-2.9% -$48.66万 减仓
REGL PROSHARES TR $1,638.21万0.02%189,586 13,0877.4% $113.08万 加仓
PMAR INNOVATOR ETFS TRUST $1,630.91万0.02%365,511 59,94119.6% $267.46万 加仓
GDXJ VANECK ETF TRUST $1,628.49万0.02%135,662 -10,960-7.5% -$131.56万 减仓
SHLD GLOBAL X FDS $1,621.78万0.02%228,936 53,49030.5% $378.92万 加仓
FJUN FIRST TR EXCHNG TRADED FD VI $1,614.55万0.02%285,746 -42,068-12.8% -$237.70万 减仓
IBDW ISHARES TR $1,611.08万0.02%769,745 -83,391-9.8% -$174.54万 减仓
DAUG FIRST TR EXCHNG TRADED FD VI $1,610.95万0.02%369,888 -15,301-4.0% -$66.64万 减仓
IRM IRON MTN INC DEL $1,600.14万0.02%156,662 -9,924-6.0% -$101.36万 减仓
APH AMPHENOL CORP $1,598.94万0.02%126,549 1,7211.4% $21.74万 加仓
ESGE ISHARES INC $1,598.81万0.02%351,620 -19,655-5.3% -$89.37万 减仓
DLR DIGITAL RLTY TR INC $1,591.55万0.02%88,316 -2,838-3.1% -$51.14万 减仓
ICSH ISHARES TR $1,587.92万0.02%313,695 -42,201-11.9% -$213.62万 减仓
FAST FASTENAL CO $1,587.41万0.02%342,114 -22,474-6.2% -$104.28万 减仓
HSY HERSHEY CO $1,579.94万0.02%75,999 4,5826.4% $95.25万 加仓
IYY ISHARES TR $1,579.05万0.02%99,656 -543-0.5% -$8.60万 减仓
FEZ SPDR INDEX SHS FDS $1,575.38万0.02%253,766 -14,971-5.6% -$92.94万 减仓
DNP DNP SELECT INCOME FD INC $1,572.93万0.02%1,527,121 29,8782.0% $30.77万 加仓
IBDV ISHARES TR $1,568.39万0.02%716,488 20,6133.0% $45.12万 加仓
USHY ISHARES TR $1,565.36万0.02%424,907 -229,336-35.1% -$844.87万 减仓
SPSB SPDR SERIES TRUST $1,560.98万0.02%519,116 192,82159.1% $579.81万 加仓
FGD FIRST TR EXCHANGE-TRADED FD $1,556.33万0.02%487,419 50,79111.6% $162.18万 加仓
VTWO VANGUARD SCOTTSDALE FDS $1,555.05万0.02%155,241 -898-0.6% -$9.00万 减仓
HYS PIMCO ETF TR $1,552.60万0.02%166,462 46,58138.9% $434.46万 加仓
ESML ISHARES TR $1,550.42万0.02%329,737 43,21315.1% $203.19万 加仓
CAIE CALAMOS ETF TR $1,549.09万0.02%616,185 441,181252.1% $1,109.13万 加仓
BRIE MFS ACTIVE EXCHANGE TRADED F $1,544.52万0.02%571,199 129,04029.2% $348.92万 加仓
GJUL FIRST TR EXCHNG TRADED FD VI $1,541.47万0.02%378,030 -54,525-12.6% -$222.33万 减仓
INFL LISTED FDS TR $1,540.53万0.02%295,915 12,8674.5% $66.99万 加仓
FDEC FIRST TR EXCHNG TRADED FD VI $1,538.90万0.02%309,513 15,0515.1% $74.83万 加仓
IGIB ISHARES TR $1,533.68万0.02%288,177 -5,584-1.9% -$29.72万 减仓
HEFA ISHARES TR $1,525.92万0.02%359,081 -76,349-17.5% -$324.45万 减仓
IOCT INNOVATOR ETFS TRUST $1,514.07万0.02%431,974 -13,072-2.9% -$45.82万 减仓
FTCB FIRST TR EXCHANGE-TRADED FD $1,509.21万0.02%720,043 453,120169.8% $949.74万 加仓
UTES ETFIS SER TR I $1,508.64万0.02%188,817 35,20322.9% $281.27万 加仓
— FIDELITY COVINGTON TRUST $1,498.20万0.02%416,398 -7,363-1.7% -$26.49万 减仓
EXC EXELON CORP $1,494.58万0.02%304,893 -2,470-0.8% -$12.11万 减仓
SYLD CAMBRIA ETF TR $1,493.98万0.02%198,114 -33,600-14.5% -$253.38万 减仓
FREL FIDELITY COVINGTON TRUST $1,487.88万0.02%552,912 20,2333.8% $54.45万 加仓
INTU INTUIT $1,486.58万0.02%34,381 -1,122-3.2% -$48.51万 减仓
JPIB J P MORGAN EXCHANGE TRADED F $1,485.90万0.02%310,728 23,4028.1% $111.91万 加仓
FVAL FIDELITY COVINGTON TRUST $1,484.12万0.02%213,850 -24,942-10.4% -$173.10万 减仓
NOCT INNOVATOR ETFS TRUST $1,483.79万0.02%263,247 140,201113.9% $790.24万 加仓
NEAR ISHARES U S ETF TR $1,483.77万0.02%291,880 20,8007.7% $105.74万 加仓
— DIMENSIONAL ETF TRUST $1,481.02万0.02%205,469 13,4977.0% $97.29万 加仓
CARR CARRIER GLOBAL CORPORATION $1,480.97万0.02%263,002 -7,480-2.8% -$42.12万 减仓
TFLO ISHARES TR $1,479.78万0.02%292,273 -307,206-51.2% -$1,555.38万 减仓
DKS DICKS SPORTING GOODS INC $1,476.54万0.02%74,464 -9,159-11.0% -$181.61万 减仓
— INNOVATOR ETFS TRUST $1,467.37万0.02%383,727 -3,908-1.0% -$14.94万 减仓
XRAY DENTSPLY SIRONA INC $1,466.13万0.02%1,263,901 105,6789.1% $122.59万 加仓
IMCB ISHARES TR $1,465.50万0.02%175,656 -3,805-2.1% -$31.75万 减仓
GNOV FIRST TR EXCHNG TRADED FD VI $1,462.20万0.02%375,521 -43,907-10.5% -$170.97万 减仓
— FIRST TR EXCHNG TRADED FD VI $1,461.90万0.02%567,728 -235,141-29.3% -$605.49万 减仓
SCHV SCHWAB STRATEGIC TR $1,460.60万0.02%478,886 -6,437-1.3% -$19.63万 减仓
PPL PPL CORP $1,458.33万0.02%381,762 47,81114.3% $182.64万 加仓