Commonwealth Financial Services, LLC
VIENNA WV · SEC CIK 0001536755
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BMY | BRISTOL-MYERS SQUIBB CO | $48.54万 | 0.07% | 8,424 | -146 | -1.7% | -$8,413 | 减仓 |
| PEP | PEPSICO INC | $48.90万 | 0.07% | 3,612 | -125 | -3.3% | -$1.69万 | 减仓 |
| SHYG | ISHARES TR | $49.06万 | 0.07% | 11,568 | 330 | 2.9% | $1.40万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $50.74万 | 0.07% | 9,949 | -4,873 | -32.9% | -$24.85万 | 减仓 |
| ORCL | ORACLE CORP | $51.40万 | 0.07% | 3,507 | 367 | 11.7% | $5.38万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $52.49万 | 0.07% | 1,263 | 342 | 37.1% | $14.21万 | 加仓 |
| VGT | VANGUARD WORLD FD | $52.94万 | 0.07% | 4,430 | 6 | 0.1% | $717 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $53.78万 | 0.07% | 11,068 | 1,389 | 14.4% | $6.75万 | 加仓 |
| IYF | ISHARES TR | $56.87万 | 0.08% | 4,460 | 1 | 0.0% | $128 | 加仓 |
| LOW | LOWES COS INC | $62.41万 | 0.08% | 2,830 | -9 | -0.3% | -$1,985 | 减仓 |
| MOAT | VANECK ETF TRUST | $62.61万 | 0.08% | 6,023 | -715 | -10.6% | -$7.43万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $64.96万 | 0.09% | 1,753 | -5 | -0.3% | -$1,853 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $65.16万 | 0.09% | 3,602 | 410 | 12.8% | $7.42万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $65.84万 | 0.09% | 651 | 58 | 9.8% | $5.87万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $66.31万 | 0.09% | 20,910 | 73 | 0.4% | $2,315 | 加仓 |
| ETN | EATON CORP PLC | $67.23万 | 0.09% | 1,578 | 42 | 2.7% | $1.79万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $68.21万 | 0.09% | 5,732 | -13 | -0.2% | -$1,547 | 减仓 |
| IWM | ISHARES TR | $69.08万 | 0.09% | 2,299 | 95 | 4.3% | $2.85万 | 加仓 |
| RKLB | ROCKET LAB CORP | $69.55万 | 0.09% | 7,004 | 1,276 | 22.3% | $12.67万 | 加仓 |
| AMGN | AMGEN INC | $69.59万 | 0.09% | 1,922 | -54 | -2.7% | -$1.96万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $70.33万 | 0.09% | 1,369 | 70 | 5.4% | $3.60万 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $71.07万 | 0.10% | 16,142 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $71.41万 | 0.10% | 2,367 | 97 | 4.3% | $2.93万 | 加仓 |
| AMAT | APPLIED MATLS INC | $71.68万 | 0.10% | 991 | -44 | -4.3% | -$3.18万 | 减仓 |
| GLW | CORNING INC | $72.03万 | 0.10% | 2,820 | 53 | 1.9% | $1.35万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $72.72万 | 0.10% | 6,233 | 1,430 | 29.8% | $16.68万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $73.50万 | 0.10% | 7,749 | -2,918 | -27.4% | -$27.68万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $75.43万 | 0.10% | 1,181 | 15 | 1.3% | $9,581 | 加仓 |
| COWZ | PACER FDS TR | $75.97万 | 0.10% | 12,214 | -966 | -7.3% | -$6.01万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $76.94万 | 0.10% | 25,638 | 1,469 | 6.1% | $4.41万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $77.23万 | 0.10% | 1,782 | 193 | 12.1% | $8.36万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $77.60万 | 0.10% | 13,740 | 720 | 5.5% | $4.07万 | 加仓 |
| EEM | ISHARES TR | $78.61万 | 0.11% | 11,491 | -49,225 | -81.1% | -$336.74万 | 减仓 |
| T | AT&T INC | $78.63万 | 0.11% | 37,983 | -1,599 | -4.0% | -$3.31万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $82.51万 | 0.11% | 7,562 | -140 | -1.8% | -$1.53万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $82.85万 | 0.11% | 2,946 | 77 | 2.7% | $2.17万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $85.70万 | 0.12% | 2,513 | 66 | 2.7% | $2.25万 | 加仓 |
| PEBO | PEOPLES BANCORP INC | $86.31万 | 0.12% | 22,472 | -683 | -2.9% | -$2.62万 | 减仓 |
| HD | HOME DEPOT INC | $88.03万 | 0.12% | 2,496 | 158 | 6.8% | $5.57万 | 加仓 |
| IJR | ISHARES TR | $92.69万 | 0.12% | 6,250 | -380 | -5.7% | -$5.64万 | 减仓 |
| TSLA | TESLA INC | $93.42万 | 0.13% | 2,221 | 488 | 28.2% | $20.53万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $98.28万 | 0.13% | 10,464 | -95,767 | -90.1% | -$899.47万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $100.51万 | 0.14% | 19,573 | -2,950 | -13.1% | -$15.15万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $102.33万 | 0.14% | 2,766 | -4 | -0.1% | -$1,480 | 减仓 |
| MRK | MERCK & CO INC | $106.85万 | 0.14% | 8,315 | 782 | 10.4% | $10.05万 | 加仓 |
| PWR | QUANTA SVCS INC | $109.12万 | 0.15% | 1,516 | 60 | 4.1% | $4.32万 | 加仓 |
| GLD | SPDR GOLD TR | $110.22万 | 0.15% | 2,992 | -156 | -5.0% | -$5.75万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $110.55万 | 0.15% | 17,132 | -205 | -1.2% | -$1.32万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $113.49万 | 0.15% | 18,669 | -5,972 | -24.2% | -$36.30万 | 减仓 |
| DGRO | ISHARES TR | $113.95万 | 0.15% | 15,035 | -165 | -1.1% | -$1.25万 | 减仓 |
| CSX | CSX CORP | $115.87万 | 0.16% | 24,378 | -4,054 | -14.3% | -$19.27万 | 减仓 |
| ICOW | PACER FDS TR | $117.12万 | 0.16% | 28,133 | -241,996 | -89.6% | -$1,007.44万 | 减仓 |
| ISTB | ISHARES TR | $122.38万 | 0.16% | 25,364 | 736 | 3.0% | $3.55万 | 加仓 |
| CVX | CHEVRON CORPORATION | $123.03万 | 0.17% | 7,422 | 342 | 4.8% | $5.67万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $124.52万 | 0.17% | 25,590 | -145 | -0.6% | -$7,056 | 减仓 |
| PFE | PFIZER INC | $124.76万 | 0.17% | 51,813 | 9,196 | 21.6% | $22.14万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $125.25万 | 0.17% | 2,503 | 220 | 9.6% | $11.01万 | 加仓 |
| KO | COCA COLA CO | $127.38万 | 0.17% | 15,673 | 263 | 1.7% | $2.14万 | 加仓 |
| V | VISA INC | $130.70万 | 0.18% | 5,180 | 1,537 | 42.2% | $38.78万 | 加仓 |
| PPG | PPG INDS INC | $131.82万 | 0.18% | 10,868 | 61 | 0.6% | $7,399 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $135.39万 | 0.18% | 1,774 | -12 | -0.7% | -$9,158 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $135.90万 | 0.18% | 5,351 | 534 | 11.1% | $13.56万 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $136.31万 | 0.18% | 28,772 | 0 | 0.0% | — | 不变 |
| — | UNITED BANCORP INC OHIO | $141.59万 | 0.19% | 89,160 | 1,805 | 2.1% | $2.87万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $142.91万 | 0.19% | 10,072 | -156 | -1.5% | -$2.21万 | 减仓 |
| LLY | ELI LILLY & CO | $145.65万 | 0.20% | 1,214 | 165 | 15.7% | $19.80万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $145.72万 | 0.20% | 3,051 | 120 | 4.1% | $5.73万 | 加仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $152.17万 | 0.20% | 32,294 | 32,294 | — | $152.17万 | 新建仓 |
| CAT | CATERPILLAR INC | $156.32万 | 0.21% | 1,468 | 161 | 12.3% | $17.14万 | 加仓 |
| GOOG | ALPHABET INC | $163.77万 | 0.22% | 4,635 | 402 | 9.5% | $14.20万 | 加仓 |
| ASML | ASML HLDG NV | $165.79万 | 0.22% | 833 | -30 | -3.5% | -$5.97万 | 减仓 |
| ABBV | ABBVIE INC | $181.88万 | 0.24% | 7,228 | 518 | 7.7% | $13.03万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $182.51万 | 0.25% | 3,142 | 96 | 3.2% | $5.58万 | 加仓 |
| SH | PROSHARES TR | $190.33万 | 0.26% | 57,642 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST V | $192.79万 | 0.26% | 42,066 | 1,279 | 3.1% | $5.86万 | 加仓 |
| IBDR | ISHARES TR | $202.06万 | 0.27% | 83,391 | -1,680 | -2.0% | -$4.07万 | 减仓 |
| META | META PLATFORMS INC | $202.98万 | 0.27% | 4,352 | 1,036 | 31.2% | $48.32万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $204.00万 | 0.27% | 49,902 | -6,484 | -11.5% | -$26.51万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $206.74万 | 0.28% | 4,058 | -17 | -0.4% | -$8,661 | 减仓 |
| IBHF | ISHARES TR | $207.58万 | 0.28% | 91,649 | -4,625 | -4.8% | -$10.48万 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $216.60万 | 0.29% | 46,400 | -6,954 | -13.0% | -$32.46万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $224.24万 | 0.30% | 24,689 | 10,091 | 69.1% | $91.65万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $227.19万 | 0.31% | 52,664 | 2,274 | 4.5% | $9.81万 | 加仓 |
| IBHI | ISHARES TR | $232.48万 | 0.31% | 99,393 | -252,583 | -71.8% | -$590.79万 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $245.44万 | 0.33% | 15,774 | -238 | -1.5% | -$3.70万 | 减仓 |
| IBDW | ISHARES TR | $246.28万 | 0.33% | 118,177 | -342,096 | -74.3% | -$712.93万 | 减仓 |
| IBHH | ISHARES TR | $249.29万 | 0.33% | 106,081 | -254,778 | -70.6% | -$598.73万 | 减仓 |
| IBHG | ISHARES TR | $265.85万 | 0.36% | 120,403 | -267,683 | -69.0% | -$591.05万 | 减仓 |
| — | EXXON MOBIL CORP | $278.02万 | 0.37% | 20,335 | -650 | -3.1% | -$8.89万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $280.35万 | 0.38% | 20,492 | 527 | 2.6% | $7.21万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $287.92万 | 0.39% | 57,838 | -236,193 | -80.3% | -$1,175.76万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $291.12万 | 0.39% | 2,522 | 397 | 18.7% | $45.83万 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $292.85万 | 0.39% | 64,329 | -7,198 | -10.1% | -$32.77万 | 减仓 |
| TLH | ISHARES TR | $296.41万 | 0.40% | 29,538 | -133,799 | -81.9% | -$1,342.66万 | 减仓 |
| WMT | WALMART INC | $298.73万 | 0.40% | 37,359 | 10,973 | 41.6% | $87.74万 | 加仓 |
| CSCO | CISCO SYS INC | $301.61万 | 0.41% | 40,586 | 15,574 | 62.3% | $115.74万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $302.54万 | 0.41% | 5,264 | 2,210 | 72.4% | $127.02万 | 加仓 |
| IBDV | ISHARES TR | $314.45万 | 0.42% | 144,242 | -326,688 | -69.4% | -$712.18万 | 减仓 |
| IBDU | ISHARES TR | $350.41万 | 0.47% | 151,299 | -313,046 | -67.4% | -$725.02万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $351.23万 | 0.47% | 55,008 | -5,465 | -9.0% | -$34.89万 | 减仓 |