Commonwealth Financial Services, LLC
VIENNA WV · SEC CIK 0001536755
$6.32亿2026Q1 申报市值
278持仓数
41.8%前十大占比 · 第一大 7.9%
54 / 14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
GJAN 加仓+$3,190.21万
LMBS 加仓+$1,444.40万
RDVY 新建仓+$1,196.29万
EEM 新建仓+$344.81万
SPY 加仓+$300.78万
2026Q1 卖出最多 按季末市值估算
FIRST TR EXCHNG 减仓-$2,104.36万
JAVA 清仓-$950.84万
IEFA 减仓-$936.16万
TLT 减仓-$674.10万
TLH 减仓-$458.61万
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 |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | $76.91万 | 0.12% | 2,338 | 216 | 10.2% | $7.11万 | 加仓 |
| PWR | QUANTA SVCS INC | $79.96万 | 0.13% | 1,456 | -35 | -2.3% | -$1.92万 | 减仓 |
| IJR | ISHARES TR | $82.42万 | 0.13% | 6,630 | 15 | 0.2% | $1,865 | 加仓 |
| COWZ | PACER FDS TR | $82.45万 | 0.13% | 13,180 | -48 | -0.4% | -$3,003 | 减仓 |
| VTI | VANGUARD INDEX FDS | $88.87万 | 0.14% | 2,770 | 1,467 | 112.6% | $47.06万 | 加仓 |
| MRK | MERCK & CO INC | $90.62万 | 0.14% | 7,533 | 19 | 0.3% | $2,286 | 加仓 |
| MDYV | SPDR SERIES TRUST | $90.83万 | 0.14% | 10,667 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $92.57万 | 0.15% | 1,307 | 218 | 20.0% | $15.44万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $95.03万 | 0.15% | 17,337 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $96.53万 | 0.15% | 1,049 | 12 | 1.2% | $1.10万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $99.05万 | 0.16% | 2,931 | 2,931 | — | $99.05万 | 新建仓 |
| DGRO | ISHARES TR | $106.67万 | 0.17% | 15,200 | -774 | -4.8% | -$5.43万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $107.90万 | 0.17% | 22,523 | -2,949 | -11.6% | -$14.13万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $109.40万 | 0.17% | 2,283 | 58 | 2.6% | $2.78万 | 加仓 |
| V | VISA INC | $110.12万 | 0.17% | 3,643 | 223 | 6.5% | $6.74万 | 加仓 |
| ASML | ASML HLDG NV | $114.03万 | 0.18% | 863 | 237 | 37.9% | $31.31万 | 加仓 |
| T | AT&T INC | $114.75万 | 0.18% | 39,582 | 1,810 | 4.8% | $5.25万 | 加仓 |
| PPG | PPG INDS INC | $115.51万 | 0.18% | 10,807 | -391 | -3.5% | -$4.18万 | 减仓 |
| CSX | CSX CORP | $116.71万 | 0.18% | 28,432 | 1,441 | 5.3% | $5.92万 | 加仓 |
| KO | COCA COLA CO | $117.20万 | 0.19% | 15,410 | 497 | 3.3% | $3.78万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $117.74万 | 0.19% | 4,817 | -163 | -3.3% | -$3.98万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $117.83万 | 0.19% | 8,125 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $119.35万 | 0.19% | 24,628 | -174 | -0.7% | -$8,432 | 减仓 |
| PFE | PFIZER INC | $119.67万 | 0.19% | 42,617 | 3,690 | 9.5% | $10.36万 | 加仓 |
| GOOG | ALPHABET INC | $121.43万 | 0.19% | 4,233 | 459 | 12.2% | $13.17万 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $127.40万 | 0.20% | 28,772 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $127.98万 | 0.20% | 10,228 | -40 | -0.4% | -$5,005 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $130.73万 | 0.21% | 25,735 | 0 | 0.0% | — | 不变 |
| — | UNITED BANCORP INC OHIO | $132.87万 | 0.21% | 87,355 | 963 | 1.1% | $1.46万 | 加仓 |
| GLD | SPDR GOLD TR | $135.46万 | 0.21% | 3,148 | 223 | 7.6% | $9.60万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $139.42万 | 0.22% | 24,641 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $145.93万 | 0.23% | 6,710 | 110 | 1.7% | $2.39万 | 加仓 |
| CVX | CHEVRON CORPORATION | $146.50万 | 0.23% | 7,080 | 993 | 16.3% | $20.55万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $168.94万 | 0.27% | 40,787 | 1,258 | 3.2% | $5.21万 | 加仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $185.65万 | 0.29% | 16,012 | 16,012 | — | $185.65万 | 新建仓 |
| META | META PLATFORMS INC | $189.72万 | 0.30% | 3,316 | 255 | 8.3% | $14.59万 | 加仓 |
| CSCO | CISCO SYS INC | $194.07万 | 0.31% | 25,012 | 3,407 | 15.8% | $26.43万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $198.69万 | 0.31% | 50,390 | 2,217 | 4.6% | $8.74万 | 加仓 |
| IBDR | ISHARES TR | $206.21万 | 0.33% | 85,071 | -158 | -0.2% | -$3,830 | 减仓 |
| PG | PROCTER & GAMBLE CO | $210.85万 | 0.33% | 14,598 | 475 | 3.4% | $6.86万 | 加仓 |
| SH | PROSHARES TR | $218.64万 | 0.35% | 57,642 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $219.24万 | 0.35% | 21,780 | 10,997 | 102.0% | $110.70万 | 加仓 |
| IBHF | ISHARES TR | $220.95万 | 0.35% | 96,274 | -6,595 | -6.4% | -$15.14万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $224.22万 | 0.35% | 56,386 | 3,527 | 6.7% | $14.02万 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $231.71万 | 0.37% | 53,354 | 3,028 | 6.0% | $13.15万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $246.29万 | 0.39% | 4,075 | 44 | 1.1% | $2.66万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $261.70万 | 0.41% | 19,965 | 567 | 2.9% | $7.43万 | 加仓 |
| IYW | ISHARES TR | $282.40万 | 0.45% | 15,566 | -18,375 | -54.1% | -$333.36万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $282.65万 | 0.45% | 60,473 | -6,482 | -9.7% | -$30.30万 | 减仓 |
| AVGO | BROADCOM INC | $282.79万 | 0.45% | 9,137 | 391 | 4.5% | $12.10万 | 加仓 |
| IVW | ISHARES TR | $302.87万 | 0.48% | 26,776 | -8,197 | -23.4% | -$92.72万 | 减仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $304.20万 | 0.48% | 71,527 | 20,213 | 39.4% | $85.97万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $304.34万 | 0.48% | 3,054 | 60 | 2.0% | $5.98万 | 加仓 |
| GOOGL | ALPHABET INC | $309.77万 | 0.49% | 10,772 | 99 | 0.9% | $2.85万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $318.43万 | 0.50% | 13,401 | 29 | 0.2% | $6,891 | 加仓 |
| WMT | WALMART INC | $327.93万 | 0.52% | 26,386 | 1,356 | 5.4% | $16.85万 | 加仓 |
| EEM | ISHARES TR | $344.81万 | 0.55% | 60,716 | 60,716 | — | $344.81万 | 新建仓 |
| — | EXXON MOBIL CORP | $356.04万 | 0.56% | 20,985 | 982 | 4.9% | $16.66万 | 加仓 |
| MLRG | ISHARES TR | $397.67万 | 0.63% | 44,255 | 1,113 | 2.6% | $10.00万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $410.38万 | 0.65% | 13,951 | -1,545 | -10.0% | -$45.45万 | 减仓 |
| AMZN | AMAZON COM INC | $415.60万 | 0.66% | 19,955 | 2,571 | 14.8% | $53.55万 | 加仓 |
| BOXX | EA SERIES TRUST | $430.15万 | 0.68% | 36,989 | -1,197 | -3.1% | -$13.92万 | 减仓 |
| EFA | ISHARES TR | $451.67万 | 0.72% | 46,502 | -4,843 | -9.4% | -$47.04万 | 减仓 |
| SOXX | ISHARES TR | $537.09万 | 0.85% | 16,342 | -1,859 | -10.2% | -$61.10万 | 减仓 |
| MSFT | MICROSOFT CORP | $604.51万 | 0.96% | 16,331 | -3,462 | -17.5% | -$128.15万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $626.81万 | 0.99% | 186,178 | -625,051 | -77.0% | -$2,104.36万 | 减仓 |
| AAPL | APPLE INC | $634.93万 | 1.01% | 25,018 | 2,750 | 12.3% | $69.79万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $698.07万 | 1.11% | 91,203 | 6,695 | 7.9% | $51.24万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $703.36万 | 1.11% | 150,483 | 2,869 | 1.9% | $13.41万 | 加仓 |
| IBHI | ISHARES TR | $819.51万 | 1.30% | 351,976 | 23,163 | 7.0% | $53.93万 | 加仓 |
| IBHH | ISHARES TR | $846.94万 | 1.34% | 360,859 | 22,004 | 6.5% | $51.64万 | 加仓 |
| IBHG | ISHARES TR | $858.83万 | 1.36% | 388,086 | 25,424 | 7.0% | $56.26万 | 加仓 |
| IBDW | ISHARES TR | $963.35万 | 1.53% | 460,273 | 33,394 | 7.8% | $69.89万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $985.40万 | 1.56% | 106,231 | 11,066 | 11.6% | $102.65万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $994.69万 | 1.57% | 593,138 | 48,166 | 8.8% | $80.77万 | 加仓 |
| IBDV | ISHARES TR | $1,030.87万 | 1.63% | 470,930 | 31,748 | 7.2% | $69.50万 | 加仓 |
| IBDU | ISHARES TR | $1,080.07万 | 1.71% | 464,345 | 31,519 | 7.3% | $73.31万 | 加仓 |
| IBDT | ISHARES TR | $1,097.66万 | 1.74% | 433,344 | 30,175 | 7.5% | $76.43万 | 加仓 |
| IBDS | ISHARES TR | $1,131.78万 | 1.79% | 466,908 | 32,281 | 7.4% | $78.25万 | 加仓 |
| ICOW | PACER FDS TR | $1,146.43万 | 1.81% | 270,129 | 17,891 | 7.1% | $75.93万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,196.29万 | 1.89% | 175,204 | 175,204 | — | $1,196.29万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1,227.04万 | 1.94% | 70,358 | 3,867 | 5.8% | $67.44万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $1,237.72万 | 1.96% | 145,768 | 9,330 | 6.8% | $79.22万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,464.57万 | 2.32% | 294,031 | 289,982 | 7,161.8% | $1,444.40万 | 加仓 |
| FRDM | EA SERIES TRUST | $1,604.43万 | 2.54% | 293,582 | -13,273 | -4.3% | -$72.54万 | 减仓 |
| TLH | ISHARES TR | $1,645.13万 | 2.60% | 163,337 | -45,533 | -21.8% | -$458.61万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1,896.44万 | 3.00% | 765,621 | 55,846 | 7.9% | $138.33万 | 加仓 |
| QMOM | EA SERIES TRUST | $2,087.18万 | 3.30% | 305,546 | 27,403 | 9.9% | $187.19万 | 加仓 |
| IVV | ISHARES TR | $2,627.02万 | 4.16% | 40,217 | 2,534 | 6.7% | $165.52万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,045.21万 | 4.82% | 52,760 | -2,588 | -4.7% | -$149.37万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $3,418.58万 | 5.41% | 784,257 | 58,871 | 8.1% | $256.62万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $3,630.87万 | 5.75% | 866,349 | 761,204 | 724.0% | $3,190.21万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,997.54万 | 7.91% | 76,845 | 4,625 | 6.4% | $300.78万 | 加仓 |