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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $22.73亿 | 3.17% | 8,955,368 | -687,027 | -7.1% | -$1.74亿 | 减仓 |
| IVV | ISHARES TR | $17.25亿 | 2.41% | 2,640,321 | -86,889 | -3.2% | -$5,675.68万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $15.84亿 | 2.21% | 9,084,150 | -732,939 | -7.5% | -$1.28亿 | 减仓 |
| MSFT | MICROSOFT CORP | $11.19亿 | 1.56% | 3,023,558 | -117,464 | -3.7% | -$4,348.16万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $10.75亿 | 1.50% | 16,771,525 | -243,149 | -1.4% | -$1,558.10万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $10.53亿 | 1.47% | 1,619,363 | -117,330 | -6.8% | -$7,630.44万 | 减仓 |
| QQQ | INVESCO QQQ TR | $10.27亿 | 1.43% | 1,778,951 | -206,580 | -10.4% | -$1.19亿 | 减仓 |
| AMZN | AMAZON COM INC | $9.15亿 | 1.28% | 4,395,363 | -313,264 | -6.7% | -$6,524.35万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $7.95亿 | 1.11% | 1,329,853 | -17,533 | -1.3% | -$1,047.68万 | 减仓 |
| IWF | ISHARES TR | $7.33亿 | 1.02% | 1,719,384 | -96,768 | -5.3% | -$4,126.19万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $6.92亿 | 0.97% | 1,585,271 | -66,259 | -4.0% | -$2,894.13万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $6.32亿 | 0.88% | 1,969,033 | -351,271 | -15.1% | -$1.13亿 | 减仓 |
| GOOGL | ALPHABET INC | $6.19亿 | 0.86% | 2,152,226 | -91,145 | -4.1% | -$2,620.97万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $5.73亿 | 0.80% | 13,468,007 | 1,112,133 | 9.0% | $4,731.01万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $5.45亿 | 0.76% | 13,552,564 | 359,089 | 2.7% | $1,443.18万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.30亿 | 0.74% | 1,106,935 | -287,085 | -20.6% | -$1.38亿 | 减仓 |
| VTV | VANGUARD INDEX FDS | $5.17亿 | 0.72% | 2,636,976 | -75,826 | -2.8% | -$1,487.71万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $5.11亿 | 0.71% | 2,374,070 | -197,340 | -7.7% | -$4,243.99万 | 减仓 |
| DGRO | ISHARES TR | $5.07亿 | 0.71% | 7,225,477 | -41,759 | -0.6% | -$293.06万 | 减仓 |
| GOOG | ALPHABET INC | $4.52亿 | 0.63% | 1,574,283 | -124,479 | -7.3% | -$3,570.81万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $4.15亿 | 0.58% | 1,412,005 | -153,141 | -9.8% | -$4,504.80万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $3.83亿 | 0.54% | 5,611,798 | 56,356 | 1.0% | $384.80万 | 加仓 |
| GLD | SPDR GOLD TR | $3.66亿 | 0.51% | 851,517 | -53,552 | -5.9% | -$2,304.29万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3.56亿 | 0.50% | 356,884 | -8,407 | -2.3% | -$837.70万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $3.54亿 | 0.50% | 2,392,901 | 18,527 | 0.8% | $274.38万 | 加仓 |
| — | EXXON MOBIL CORP | $3.54亿 | 0.49% | 2,086,375 | -68,465 | -3.2% | -$1,161.58万 | 减仓 |
| IVW | ISHARES TR | $3.44亿 | 0.48% | 3,037,160 | 41,526 | 1.4% | $469.70万 | 加仓 |
| IWD | ISHARES TR | $3.43亿 | 0.48% | 1,606,242 | -119,782 | -6.9% | -$2,559.38万 | 减仓 |
| IJR | ISHARES TR | $3.36亿 | 0.47% | 2,699,487 | -403,813 | -13.0% | -$5,019.80万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $3.35亿 | 0.47% | 9,909,885 | -1,618,873 | -14.0% | -$5,466.93万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.29亿 | 0.46% | 6,093,454 | -715,326 | -10.5% | -$3,866.34万 | 减仓 |
| IJH | ISHARES TR | $3.28亿 | 0.46% | 4,857,647 | -313,190 | -6.1% | -$2,114.97万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3.24亿 | 0.45% | 8,337,551 | 380,978 | 4.8% | $1,480.48万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3.12亿 | 0.44% | 1,276,418 | -67,778 | -5.0% | -$1,656.77万 | 减仓 |
| TSLA | TESLA INC | $3.10亿 | 0.43% | 834,627 | -45,022 | -5.1% | -$1,673.69万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $3.09亿 | 0.43% | 6,662,348 | 1,537,708 | 30.0% | $7,134.96万 | 加仓 |
| META | META PLATFORMS INC | $3.06亿 | 0.43% | 534,816 | -36,664 | -6.4% | -$2,097.66万 | 减仓 |
| AVGO | BROADCOM INC | $3.05亿 | 0.43% | 984,767 | -108,253 | -9.9% | -$3,350.54万 | 减仓 |
| MUB | ISHARES TR | $3.00亿 | 0.42% | 2,823,552 | -38,196 | -1.3% | -$405.45万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $2.90亿 | 0.40% | 9,444,472 | -564,161 | -5.6% | -$1,730.85万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2.89亿 | 0.40% | 1,005,627 | -37,922 | -3.6% | -$1,089.04万 | 减仓 |
| IWP | ISHARES TR | $2.89亿 | 0.40% | 2,253,574 | -46,664 | -2.0% | -$597.86万 | 减仓 |
| IAU | ISHARES GOLD TR | $2.83亿 | 0.39% | 3,206,296 | -331,930 | -9.4% | -$2,926.30万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2.79亿 | 0.39% | 1,175,381 | 48,414 | 4.3% | $1,150.41万 | 加仓 |
| LLY | ELI LILLY & CO | $2.79亿 | 0.39% | 303,295 | -11,091 | -3.5% | -$1,020.12万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2.72亿 | 0.38% | 4,682,652 | 428,831 | 10.1% | $2,494.94万 | 加仓 |
| IWS | ISHARES TR | $2.72亿 | 0.38% | 1,865,296 | -120,100 | -6.0% | -$1,750.34万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $2.61亿 | 0.37% | 5,726,102 | 14,589 | 0.3% | $66.60万 | 加仓 |
| IEFA | ISHARES TR | $2.58亿 | 0.36% | 2,849,680 | -328,720 | -10.3% | -$2,975.90万 | 减仓 |
| QUAL | ISHARES TR | $2.57亿 | 0.36% | 1,340,055 | -15,272 | -1.1% | -$292.93万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2.57亿 | 0.36% | 980,879 | -15,357 | -1.5% | -$402.23万 | 减仓 |
| WMT | WALMART INC | $2.55亿 | 0.36% | 2,055,814 | -127,104 | -5.8% | -$1,579.65万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2.47亿 | 0.35% | 4,364,248 | 109,230 | 2.6% | $619.12万 | 加仓 |
| CAT | CATERPILLAR INC | $2.34亿 | 0.33% | 329,837 | -25,659 | -7.2% | -$1,817.84万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2.32亿 | 0.32% | 1,206,911 | 135,453 | 12.6% | $2,599.61万 | 加仓 |
| IWY | ISHARES TR | $2.28亿 | 0.32% | 916,739 | 36,626 | 4.2% | $911.40万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2.27亿 | 0.32% | 1,096,620 | -19,994 | -1.8% | -$413.68万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $2.26亿 | 0.32% | 6,088,056 | 1,225,605 | 25.2% | $4,559.25万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2.25亿 | 0.31% | 1,692,228 | -173,421 | -9.3% | -$2,304.76万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $2.23亿 | 0.31% | 2,847,873 | -48,560 | -1.7% | -$380.76万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2.23亿 | 0.31% | 4,885,442 | -10,176 | -0.2% | -$46.42万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2.21亿 | 0.31% | 2,014,742 | 30,536 | 1.5% | $334.95万 | 加仓 |
| IVE | ISHARES TR | $2.19亿 | 0.31% | 1,039,283 | -45,524 | -4.2% | -$961.24万 | 减仓 |
| ABBV | ABBVIE INC | $2.18亿 | 0.30% | 1,000,714 | -36,768 | -3.5% | -$799.67万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2.16亿 | 0.30% | 1,493,732 | 25,685 | 1.7% | $370.99万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2.04亿 | 0.28% | 2,191,696 | -36,092 | -1.6% | -$335.22万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2.02亿 | 0.28% | 1,378,127 | -82,539 | -5.7% | -$1,207.38万 | 减仓 |
| V | VISA INC | $1.91亿 | 0.27% | 630,916 | -74,470 | -10.6% | -$2,250.78万 | 减仓 |
| COWZ | PACER FDS TR | $1.90亿 | 0.26% | 3,029,150 | -289,511 | -8.7% | -$1,811.18万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $1.88亿 | 0.26% | 5,282,649 | 49,011 | 0.9% | $174.43万 | 加仓 |
| HD | HOME DEPOT INC | $1.86亿 | 0.26% | 565,683 | -29,247 | -4.9% | -$961.90万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1.86亿 | 0.26% | 5,560,105 | 160,631 | 3.0% | $536.03万 | 加仓 |
| FLCG | FEDERATED HERMES ETF TRUST | $1.85亿 | 0.26% | 6,198,695 | -431,427 | -6.5% | -$1,289.94万 | 减仓 |
| ITOT | ISHARES TR | $1.84亿 | 0.26% | 1,290,599 | 88,685 | 7.4% | $1,263.14万 | 加仓 |
| IEMG | ISHARES INC | $1.83亿 | 0.26% | 2,617,742 | -209,031 | -7.4% | -$1,457.99万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.78亿 | 0.25% | 3,536,665 | -256,056 | -6.8% | -$1,285.40万 | 减仓 |
| AGG | ISHARES TR | $1.77亿 | 0.25% | 1,782,280 | 35,594 | 2.0% | $353.34万 | 加仓 |
| USMV | ISHARES TR | $1.77亿 | 0.25% | 1,906,795 | -88,683 | -4.4% | -$822.45万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1.73亿 | 0.24% | 3,122,679 | 250,082 | 8.7% | $1,388.46万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1.64亿 | 0.23% | 2,970,185 | -64,469 | -2.1% | -$356.13万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1.63亿 | 0.23% | 4,252,916 | 319,719 | 8.1% | $1,228.36万 | 加仓 |
| RTX | RTX CORPORATION | $1.60亿 | 0.22% | 827,901 | -37,406 | -4.3% | -$721.56万 | 减仓 |
| IGSB | ISHARES TR | $1.56亿 | 0.22% | 2,975,969 | 139,002 | 4.9% | $730.59万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $1.51亿 | 0.21% | 4,020,193 | -121,560 | -2.9% | -$455.73万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $1.51亿 | 0.21% | 1,353,972 | 245,751 | 22.2% | $2,732.26万 | 加仓 |
| IWN | ISHARES TR | $1.50亿 | 0.21% | 793,547 | 915 | 0.1% | $17.35万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1.48亿 | 0.21% | 1,512,309 | -113,283 | -7.0% | -$1,109.15万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $1.48亿 | 0.21% | 3,300,116 | 248,103 | 8.1% | $1,109.52万 | 加仓 |
| MRK | MERCK & CO INC | $1.47亿 | 0.21% | 1,222,577 | -85,622 | -6.5% | -$1,029.95万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1.47亿 | 0.21% | 4,323,741 | 242,778 | 5.9% | $824.72万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.46亿 | 0.20% | 602,126 | -15,779 | -2.6% | -$382.47万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $1.45亿 | 0.20% | 2,901,363 | 124,346 | 4.5% | $623.22万 | 加仓 |
| MCD | MCDONALDS CORP | $1.44亿 | 0.20% | 463,572 | -14,426 | -3.0% | -$448.35万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $1.40亿 | 0.20% | 1,492,477 | 47,589 | 3.3% | $446.10万 | 加仓 |
| NFLX | NETFLIX INC. | $1.40亿 | 0.20% | 1,453,062 | -35,609 | -2.4% | -$342.38万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1.39亿 | 0.19% | 667,376 | 20,192 | 3.1% | $420.09万 | 加仓 |
| IUSB | ISHARES TR | $1.37亿 | 0.19% | 2,965,747 | -155,968 | -5.0% | -$720.42万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1.36亿 | 0.19% | 3,455,328 | -99,356 | -2.8% | -$391.76万 | 减仓 |
| IWO | ISHARES TR | $1.36亿 | 0.19% | 432,478 | -16,903 | -3.8% | -$530.43万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $1.35亿 | 0.19% | 1,786,518 | 149,970 | 9.2% | $1,135.87万 | 加仓 |