13F 机构持仓

Commonwealth Financial Services, LLC

VIENNA WV · SEC CIK 0001536755

2026Q22026Q1 更早 9 个季度 🔒
$7.44亿2026Q2 申报市值
317持仓数
45.3%前十大占比 · 第一大 9.4%
67 / 29新建仓 / 清仓
申报市值走势$7.44亿2026Q2
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

SPY 9.4%
QQQ 5.9%
AGG 5.4%
IVV 4.9%
GTO 4.3%
GOVI 3.9%
RDVY 3.5%
RWL 3.1%
ONEQ 2.4%
WCMI 2.4%

2026Q2 买入最多 按季末市值估算

AGG 新建仓+$4,034.48万
GTO 新建仓+$3,166.42万
GOVI 新建仓+$2,879.30万
RWL 新建仓+$2,343.22万
SPY 加仓+$1,284.66万

2026Q2 卖出最多 按季末市值估算

GJAN 减仓-$3,119.96万
FIXD 减仓-$2,750.18万
UCON 减仓-$1,524.20万
QMOM 减仓-$1,522.61万
FRDM 减仓-$1,457.45万

2026Q2 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
IBTI ISHARES TR $24.85万0.03%11,222 11,222— $24.85万 新建仓
IBTH ISHARES TR $25.02万0.03%11,187 11,187— $25.02万 新建仓
FIW FIRST TR EXCHANGE-TRADED FD $25.21万0.03%2,302 -56-2.4% -$6,133 减仓
EFV ISHARES TR $25.22万0.03%3,295 381.2% $2,909 加仓
ARI APOLLO COML REAL ESTATE FIN $25.27万0.03%23,662 23,662— $25.27万 新建仓
ROL ROLLINS INC $25.35万0.03%6,074 89417.3% $3.73万 加仓
TMO THERMO FISHER SCIENTIFIC INC $25.58万0.03%510 357.4% $1.76万 加仓
MOG/A MOOG INC $25.73万0.03%607 -255-29.6% -$10.81万 减仓
FE FIRSTENERGY CORP $25.80万0.03%5,426 2685.2% $1.27万 加仓
NVO NOVO-NORDISK A S $25.92万0.03%5,407 5,407— $25.92万 新建仓
FSBC FIVE STAR BANCORP $26.17万0.04%5,374 5,374— $26.17万 新建仓
BUFZ FIRST TR EXCHNG TRADED FD VI $26.38万0.04%9,445 9,445— $26.38万 新建仓
DUK DUKE ENERGY CORP NEW $26.41万0.04%2,087 1055.3% $1.33万 加仓
DE DEERE & CO $26.52万0.04%418 418— $26.52万 新建仓
IBOC INTERNATIONAL BANCSHARES COR $26.73万0.04%3,519 -128-3.5% -$9,722 减仓
VGK VANGUARD INTL EQUITY INDEX F $26.97万0.04%3,046 00.0% — 不变
FAST FASTENAL CO $27.09万0.04%5,639 -275-4.6% -$1.32万 减仓
ECG EVERUS CONSTR GROUP $27.30万0.04%1,645 1,645— $27.30万 新建仓
AHRT AH RLTY TR INC $27.42万0.04%38,724 -6,377-14.1% -$4.51万 减仓
PSX PHILLIPS 66 $27.50万0.04%1,627 -29-1.8% -$4,902 减仓
DIA STATE STR SPDR DOW JONES IND $27.77万0.04%532 00.0% — 不变
FVD FIRST TR EXCHANGE-TRADED FD $27.87万0.04%5,785 00.0% — 不变
VG VENTURE GLOBAL INC $28.05万0.04%25,202 25,202— $28.05万 新建仓
UCTT ULTRA CLEAN HLDGS INC $28.32万0.04%1,986 1,986— $28.32万 新建仓
IRDM IRIDIUM COMMUNICATIONS INC $28.52万0.04%5,199 5,199— $28.52万 新建仓
ITW ILLINOIS TOOL WKS INC $28.56万0.04%1,056 232.2% $6,221 加仓
SNDK SANDISK CORP $28.65万0.04%126 126— $28.65万 新建仓
CRC CALIFORNIA RES CORP $28.73万0.04%5,434 5,434— $28.73万 新建仓
CCL CARNIVAL CORP LTD $28.87万0.04%10,105 10,105— $28.87万 新建仓
IBMP ISHARES TR $29.00万0.04%11,408 -3,132-21.5% -$7.96万 减仓
IBMQ ISHARES TR $29.02万0.04%11,345 -3,395-23.0% -$8.68万 减仓
ANET ARISTA NETWORKS INC $29.34万0.04%1,727 30.2% $510 加仓
RDN RADIAN GROUP INC $29.65万0.04%7,870 5096.9% $1.92万 加仓
IVE ISHARES TR $30.20万0.04%1,330 -2-0.2% -$454 减仓
CMI CUMMINS INC $30.28万0.04%425 51.2% $3,562 加仓
— FIRST TR EXCHNG TRADED FD VI $30.31万0.04%8,990 00.0% — 不变
TRGP TARGA RES CORP $30.35万0.04%1,132 1,132— $30.35万 新建仓
TFC TRUIST FINL CORP $30.39万0.04%6,099 230.4% $1,146 加仓
WM WASTE MGMT INC DEL $31.13万0.04%1,397 513.8% $1.14万 加仓
ROBO EXCHANGE TRADED CONCEPTS TRU $31.45万0.04%3,671 1083.0% $9,251 加仓
RCL ROYAL CARIBBEAN GROUP $31.74万0.04%1,000 -171-14.6% -$5.43万 减仓
SHBI SHORE BANCSHARES INC $31.75万0.04%13,834 2391.8% $5,485 加仓
MMM 3M CO $31.77万0.04%1,962 20711.8% $3.35万 加仓
NWSA NEWS CORP NEW $31.87万0.04%12,834 2,17920.5% $5.41万 加仓
C CITIGROUP INC $31.87万0.04%2,277 713.2% $9,937 加仓
ALSN ALLISON TRANSMISSION HLDGS I $32.30万0.04%2,865 602.1% $6,764 加仓
SJNK SPDR SERIES TRUST $32.42万0.04%12,953 7576.2% $1.89万 加仓
ITOT ISHARES TR $32.67万0.04%1,989 00.0% — 不变
NEE NEXTERA ENERGY INC $32.72万0.04%3,728 50315.6% $4.41万 加仓
TLT ISHARES TR $33.05万0.04%3,824 -618-13.9% -$5.34万 减仓
AXP AMERICAN EXPRESS CO $33.35万0.04%986 15318.4% $5.18万 加仓
DGX QUEST DIAGNOSTICS INC $33.68万0.05%1,589 -391-19.7% -$8.29万 减仓
XMLV INVESCO EXCH TRADED FD TR II $34.44万0.05%5,192 00.0% — 不变
GEV GE VERNOVA INC $35.01万0.05%298 144.9% $1.64万 加仓
SDOG ALPS ETF TR $35.27万0.05%5,170 00.0% — 不变
BAC BANK OF AMER CORP $35.31万0.05%6,198 1,12422.2% $6.40万 加仓
SBUX STARBUCKS CORP $35.50万0.05%3,474 34911.2% $3.57万 加仓
NOW SERVICENOW INC $35.51万0.05%3,577 1,26754.8% $12.58万 加仓
GAPR FIRST TR EXCHNG TRADED FD VI $36.14万0.05%8,673 8,673— $36.14万 新建仓
D DOMINION ENERGY INC $36.27万0.05%5,311 1,89355.4% $12.93万 加仓
UNM UNUM GROUP $36.72万0.05%4,107 601.5% $5,364 加仓
VNO VORNADO RLTY TR $37.33万0.05%9,498 2302.5% $9,039 加仓
VIG VANGUARD SPECIALIZED FUNDS $37.45万0.05%1,583 332.1% $7,806 加仓
MPC MARATHON PETE CORP $37.46万0.05%1,465 -204-12.2% -$5.22万 减仓
ALL ALLSTATE CORP $37.55万0.05%1,578 60.4% $1,428 加仓
URI UNITED RENTALS INC $37.94万0.05%335 00.0% — 不变
VLO VALERO ENERGY CORP $38.19万0.05%1,467 -278-15.9% -$7.24万 减仓
DIS DISNEY WALT CO $38.85万0.05%4,036 54215.5% $5.22万 加仓
QUAL ISHARES TR $38.94万0.05%1,774 -9-0.5% -$1,975 减仓
DVY ISHARES TR $39.20万0.05%2,508 -7-0.3% -$1,094 减仓
WSBC WESBANCO INC $39.28万0.05%10,065 -264-2.6% -$1.03万 减仓
UNP UNION PAC CORP $39.33万0.05%1,446 543.9% $1.47万 加仓
UMC UNITED MICROELECTRONICS CORP $39.37万0.05%14,470 -1,106-7.1% -$3.01万 减仓
GE GE AEROSPACE $39.58万0.05%1,059 858.7% $3.18万 加仓
FDX FEDEX CORP $40.36万0.05%1,289 15613.8% $4.88万 加仓
IYJ ISHARES TR $40.95万0.06%2,458 10.0% $167 加仓
VOO VANGUARD INDEX FDS $41.27万0.06%601 498.9% $3.36万 加仓
MS MORGAN STANLEY $41.29万0.06%1,975 201.0% $4,181 加仓
— INNOVATOR ETFS TRUST $41.46万0.06%15,043 00.0% — 不变
CHCO CITY HLDG CO $41.73万0.06%3,146 220.7% $2,918 加仓
LGLV SPDR SERIES TRUST $41.93万0.06%2,311 00.0% — 不变
SPHQ INVESCO EXCHANGE TRADED FD T $42.43万0.06%4,710 -1,090-18.8% -$9.82万 减仓
BINC BLACKROCK ETF TRUST II $42.87万0.06%8,190 1,26018.2% $6.60万 加仓
RTX RTX CORPORATION $42.92万0.06%2,262 1275.9% $2.41万 加仓
BLDR BUILDERS FIRSTSOURCE INC $42.96万0.06%4,801 -4-0.1% -$358 减仓
ABT ABBOTT LABORATORIES $42.96万0.06%4,735 3658.4% $3.31万 加仓
INTC INTEL CORP $43.08万0.06%5,470 5,470— $43.08万 新建仓
MCD MCDONALDS CORP $43.60万0.06%1,613 261.6% $7,028 加仓
HOOD ROBINHOOD MKTS INC $44.53万0.06%4,441 1323.1% $1.32万 加仓
VZ VERIZON COMMUNICATIONS INC $44.89万0.06%10,601 -337-3.1% -$1.43万 减仓
— INVESCO EXCHANGE TRADED FD T $45.01万0.06%6,192 00.0% — 不变
CASY CASEYS GEN STORES INC $45.14万0.06%568 509.7% $3.97万 加仓
CSM PROSHARES TR $45.46万0.06%5,335 00.0% — 不变
UTG REAVES UTIL INCOME FD $46.23万0.06%11,354 3573.2% $1.45万 加仓
SLYG SPDR SERIES TRUST $47.18万0.06%3,960 -1,220-23.6% -$14.53万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $47.41万0.06%674 -10-1.5% -$7,033 减仓
CALF PACER FDS TR $47.58万0.06%9,401 -108-1.1% -$5,466 减仓
XLK SELECT SECTOR SPDR TR $47.81万0.06%2,509 -183-6.8% -$3.49万 减仓
DAUG FIRST TR EXCHNG TRADED FD VI $48.44万0.07%10,339 -609-5.6% -$2.85万 减仓
JMUB J P MORGAN EXCHANGE TRADED F $48.53万0.07%9,581 -4,890-33.8% -$24.77万 减仓