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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $351.85万 | 0.47% | 9,314 | 177 | 1.9% | $6.69万 | 加仓 |
| IVW | ISHARES TR | $364.50万 | 0.49% | 26,503 | -273 | -1.0% | -$3.75万 | 减仓 |
| IBDT | ISHARES TR | $368.58万 | 0.50% | 145,970 | -287,374 | -66.3% | -$725.62万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $380.66万 | 0.51% | 153,000 | -612,621 | -80.0% | -$1,524.20万 | 减仓 |
| IYW | ISHARES TR | $383.53万 | 0.52% | 15,205 | -361 | -2.3% | -$9.11万 | 减仓 |
| GOOGL | ALPHABET INC | $388.36万 | 0.52% | 10,867 | 95 | 0.9% | $3.40万 | 加仓 |
| IBDS | ISHARES TR | $398.94万 | 0.54% | 164,714 | -302,194 | -64.7% | -$731.92万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $416.53万 | 0.56% | 86,560 | 86,560 | — | $416.53万 | 新建仓 |
| EFA | ISHARES TR | $416.89万 | 0.56% | 40,131 | -6,371 | -13.7% | -$66.18万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $419.41万 | 0.56% | 24,651 | 16,526 | 203.4% | $281.17万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $426.00万 | 0.57% | 57,684 | 57,684 | — | $426.00万 | 新建仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $447.29万 | 0.60% | 74,885 | 74,885 | — | $447.29万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $461.30万 | 0.62% | 15,226 | 1,825 | 13.6% | $55.29万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $467.01万 | 0.63% | 19,171 | 5,220 | 37.4% | $127.16万 | 加仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $469.62万 | 0.63% | 136,756 | 136,756 | — | $469.62万 | 新建仓 |
| MLRG | ISHARES TR | $479.87万 | 0.64% | 46,297 | 2,042 | 4.6% | $21.17万 | 加仓 |
| EMB | ISHARES TR | $496.62万 | 0.67% | 51,496 | 51,496 | — | $496.62万 | 新建仓 |
| AMZN | AMAZON COM INC | $504.75万 | 0.68% | 25,320 | 5,365 | 26.9% | $106.95万 | 加仓 |
| FLRT | PACER FDS TR | $531.07万 | 0.71% | 113,890 | 113,890 | — | $531.07万 | 新建仓 |
| FALN | ISHARES TR | $620.75万 | 0.83% | 227,881 | 227,881 | — | $620.75万 | 新建仓 |
| SGOV | ISHARES TR | $625.39万 | 0.84% | 62,122 | 40,342 | 185.2% | $406.13万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $627.20万 | 0.84% | 160,163 | -26,015 | -14.0% | -$101.87万 | 减仓 |
| MSFT | MICROSOFT CORP | $639.17万 | 0.86% | 20,595 | 4,264 | 26.1% | $132.33万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $669.97万 | 0.90% | 153,627 | -630,630 | -80.4% | -$2,750.18万 | 减仓 |
| FRDM | EA SERIES TRUST | $682.76万 | 0.92% | 93,657 | -199,925 | -68.1% | -$1,457.45万 | 减仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $725.26万 | 0.97% | 144,633 | -5,850 | -3.9% | -$29.33万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $744.13万 | 1.00% | 95,365 | 95,365 | — | $744.13万 | 新建仓 |
| AAPL | APPLE INC | $746.47万 | 1.00% | 25,797 | 779 | 3.1% | $22.54万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $780.68万 | 1.05% | 173,392 | -692,957 | -80.0% | -$3,119.96万 | 减仓 |
| BOXX | EA SERIES TRUST | $781.08万 | 1.05% | 66,708 | 29,719 | 80.3% | $347.98万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $823.41万 | 1.11% | 93,698 | 2,495 | 2.7% | $21.93万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $878.39万 | 1.18% | 117,275 | 117,275 | — | $878.39万 | 新建仓 |
| QMOM | EA SERIES TRUST | $882.96万 | 1.19% | 112,150 | -193,396 | -63.3% | -$1,522.61万 | 减仓 |
| SOXX | ISHARES TR | $890.34万 | 1.20% | 13,895 | -2,447 | -15.0% | -$156.80万 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $1,152.42万 | 1.55% | 450,516 | 450,516 | — | $1,152.42万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1,432.74万 | 1.93% | 71,605 | 1,247 | 1.8% | $24.95万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $1,783.38万 | 2.40% | 911,280 | 318,142 | 53.6% | $622.60万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $1,807.70万 | 2.43% | 175,131 | 29,363 | 20.1% | $303.08万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $2,343.22万 | 3.15% | 183,408 | 183,408 | — | $2,343.22万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2,626.88万 | 3.53% | 324,066 | 148,862 | 85.0% | $1,206.67万 | 加仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $2,879.30万 | 3.87% | 1,060,517 | 1,060,517 | — | $2,879.30万 | 新建仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $3,166.42万 | 4.25% | 675,575 | 675,575 | — | $3,166.42万 | 新建仓 |
| IVV | ISHARES TR | $3,682.34万 | 4.95% | 49,171 | 8,954 | 22.3% | $670.55万 | 加仓 |
| AGG | ISHARES TR | $4,034.48万 | 5.42% | 407,606 | 407,606 | — | $4,034.48万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $4,379.53万 | 5.88% | 59,472 | 6,712 | 12.7% | $494.27万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7,023.19万 | 9.44% | 94,048 | 17,203 | 22.4% | $1,284.66万 | 加仓 |