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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $70.26万 | 0.11% | 4,803 | 613 | 14.6% | $8.97万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $69.73万 | 0.11% | 1,786 | 179 | 11.1% | $6.99万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $69.55万 | 0.11% | 2,869 | 134 | 4.9% | $3.25万 | 加仓 |
| AMGN | AMGEN INC | $69.53万 | 0.11% | 1,976 | 30 | 1.5% | $1.06万 | 加仓 |
| LOW | LOWES COS INC | $67.08万 | 0.11% | 2,839 | 66 | 2.4% | $1.56万 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $66.33万 | 0.10% | 16,142 | 3,421 | 26.9% | $14.06万 | 加仓 |
| MOAT | VANECK ETF TRUST | $65.15万 | 0.10% | 6,738 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $64.91万 | 0.10% | 1,299 | -14 | -1.1% | -$6,996 | 减仓 |
| TSLA | TESLA INC | $64.43万 | 0.10% | 1,733 | 118 | 7.3% | $4.39万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $63.93万 | 0.10% | 20,837 | 374 | 1.8% | $1.15万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $61.96万 | 0.10% | 3,046 | 747 | 32.5% | $15.19万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $59.29万 | 0.09% | 9,679 | 226 | 2.4% | $1.38万 | 加仓 |
| PEP | PEPSICO INC | $58.03万 | 0.09% | 3,737 | -110 | -2.9% | -$1.71万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $57.50万 | 0.09% | 1,758 | 82 | 4.9% | $2.68万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $56.25万 | 0.09% | 5,745 | -35 | -0.6% | -$3,427 | 减仓 |
| ETN | EATON CORP PLC | $54.93万 | 0.09% | 1,536 | 82 | 5.6% | $2.93万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $54.91万 | 0.09% | 10,938 | -710 | -6.1% | -$3.56万 | 减仓 |
| IWM | ISHARES TR | $54.65万 | 0.09% | 2,204 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $52.78万 | 0.08% | 3,192 | 393 | 14.0% | $6.50万 | 加仓 |
| IYF | ISHARES TR | $52.46万 | 0.08% | 4,459 | 3 | 0.1% | $353 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $51.98万 | 0.08% | 8,570 | 101 | 1.2% | $6,126 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $51.19万 | 0.08% | 21,675 | 459 | 2.2% | $1.08万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $50.17万 | 0.08% | 593 | 135 | 29.5% | $11.42万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $50.05万 | 0.08% | 5,180 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $49.34万 | 0.08% | 12,841 | -605 | -4.5% | -$2.32万 | 减仓 |
| MCD | MCDONALDS CORP | $49.32万 | 0.08% | 1,587 | -118 | -6.9% | -$3.67万 | 减仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $47.68万 | 0.08% | 10,948 | -316 | -2.8% | -$1.38万 | 减仓 |
| SHYG | ISHARES TR | $47.55万 | 0.08% | 11,238 | -56 | -0.5% | -$2,369 | 减仓 |
| ORCL | ORACLE CORP | $46.19万 | 0.07% | 3,140 | 521 | 19.9% | $7.66万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $44.86万 | 0.07% | 4,370 | 8 | 0.2% | $821 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $43.61万 | 0.07% | 5,800 | 1 | 0.0% | $75 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $43.19万 | 0.07% | 10,997 | 111 | 1.0% | $4,360 | 加仓 |
| VLO | VALERO ENERGY CORP | $43.11万 | 0.07% | 1,745 | 292 | 20.1% | $7.21万 | 加仓 |
| CALF | PACER FDS TR | $42.67万 | 0.07% | 9,509 | -447 | -4.5% | -$2.01万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $42.19万 | 0.07% | 684 | -15 | -2.1% | -$9,251 | 减仓 |
| RTX | RTX CORPORATION | $41.18万 | 0.07% | 2,135 | 137 | 6.9% | $2.64万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $41.15万 | 0.07% | 2,311 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $40.75万 | 0.06% | 1,669 | -3 | -0.2% | -$733 | 减仓 |
| FDX | FEDEX CORP | $40.36万 | 0.06% | 1,133 | 23 | 2.1% | $8,192 | 加仓 |
| — | INNOVATOR ETFS TRUST | $40.20万 | 0.06% | 15,043 | 0 | 0.0% | — | 不变 |
| CSM | PROSHARES TR | $39.92万 | 0.06% | 5,335 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $39.56万 | 0.06% | 4,805 | 5 | 0.1% | $412 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $39.23万 | 0.06% | 2,447 | 178 | 7.8% | $2.85万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $38.81万 | 0.06% | 1,980 | 172 | 9.5% | $3.37万 | 加仓 |
| VGT | VANGUARD WORLD FD | $38.60万 | 0.06% | 553 | 7 | 1.3% | $4,886 | 加仓 |
| TLT | ISHARES TR | $38.51万 | 0.06% | 4,442 | -77,757 | -94.6% | -$674.10万 | 减仓 |
| DVY | ISHARES TR | $38.08万 | 0.06% | 2,515 | -6 | -0.2% | -$908 | 减仓 |
| CASY | CASEYS GEN STORES INC | $37.70万 | 0.06% | 518 | 45 | 9.5% | $3.28万 | 加仓 |
| IBMQ | ISHARES TR | $37.63万 | 0.06% | 14,740 | 345 | 2.4% | $8,808 | 加仓 |
| GLW | CORNING INC | $37.62万 | 0.06% | 2,767 | 2,767 | — | $37.62万 | 新建仓 |
| CHCO | CITY HLDG CO | $37.34万 | 0.06% | 3,124 | 3,124 | — | $37.34万 | 新建仓 |
| IBMP | ISHARES TR | $36.99万 | 0.06% | 14,540 | 14 | 0.1% | $356 | 加仓 |
| RKLB | ROCKET LAB CORP | $36.79万 | 0.06% | 5,728 | 1,825 | 46.8% | $11.72万 | 加仓 |
| IYJ | ISHARES TR | $36.25万 | 0.06% | 2,457 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $35.99万 | 0.06% | 6,930 | 6,930 | — | $35.99万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $35.78万 | 0.06% | 2,692 | 38 | 1.4% | $5,051 | 加仓 |
| WSBC | WESBANCO INC | $35.62万 | 0.06% | 10,329 | 342 | 3.4% | $1.18万 | 加仓 |
| AMAT | APPLIED MATLS INC | $35.39万 | 0.06% | 1,035 | 152 | 17.2% | $5.20万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $35.27万 | 0.06% | 6,192 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $34.21万 | 0.05% | 1,783 | -23 | -1.3% | -$4,413 | 减仓 |
| LRCX | LAM RESEARCH CORP | $33.95万 | 0.05% | 1,589 | 1,589 | — | $33.95万 | 新建仓 |
| UNP | UNION PAC CORP | $33.77万 | 0.05% | 1,392 | 101 | 7.8% | $2.45万 | 加仓 |
| DIS | DISNEY WALT CO | $33.68万 | 0.05% | 3,494 | 579 | 19.9% | $5.58万 | 加仓 |
| SDOG | ALPS ETF TR | $33.62万 | 0.05% | 5,170 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $33.42万 | 0.05% | 227 | 27 | 13.5% | $3.98万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $33.32万 | 0.05% | 1,550 | 100 | 6.9% | $2.15万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $33.00万 | 0.05% | 552 | 86 | 18.5% | $5.14万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $32.84万 | 0.05% | 2,805 | 5 | 0.2% | $585 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $32.69万 | 0.05% | 5,192 | -477 | -8.4% | -$3.00万 | 减仓 |
| NFLX | NETFLIX INC. | $32.65万 | 0.05% | 3,396 | 3,136 | 1,206.2% | $30.15万 | 重新持有 |
| ALL | ALLSTATE CORP | $32.60万 | 0.05% | 1,572 | 248 | 18.7% | $5.14万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $32.22万 | 0.05% | 1,171 | 46 | 4.1% | $1.27万 | 加仓 |
| MS | MORGAN STANLEY | $32.17万 | 0.05% | 1,955 | 543 | 38.5% | $8.94万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $31.54万 | 0.05% | 1,166 | 1,166 | — | $31.54万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $30.93万 | 0.05% | 1,346 | 31 | 2.4% | $7,123 | 加仓 |
| SJNK | SPDR SERIES TRUST | $30.47万 | 0.05% | 12,196 | 1,306 | 12.0% | $3.26万 | 加仓 |
| PSX | PHILLIPS 66 | $30.18万 | 0.05% | 1,656 | 103 | 6.6% | $1.88万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $29.95万 | 0.05% | 3,225 | 293 | 10.0% | $2.72万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $29.86万 | 0.05% | 4,309 | -15 | -0.3% | -$1,040 | 减仓 |
| UNM | UNUM GROUP | $29.56万 | 0.05% | 4,047 | 4,047 | — | $29.56万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.37万 | 0.05% | 8,990 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $29.09万 | 0.05% | 631 | 39 | 6.6% | $1.80万 | 加仓 |
| RUSHB | RUSH ENTERPRISES INC | $28.89万 | 0.05% | 4,490 | 4,490 | — | $28.89万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $28.53万 | 0.05% | 1,121 | 1,121 | — | $28.53万 | 新建仓 |
| CCL | CARNIVAL CORP | $28.47万 | 0.05% | 11,000 | 10 | 0.1% | $259 | 加仓 |
| ITOT | ISHARES TR | $28.33万 | 0.04% | 1,989 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $28.12万 | 0.04% | 1,332 | -12,192 | -90.2% | -$257.39万 | 减仓 |
| SBUX | STARBUCKS CORP | $28.00万 | 0.04% | 3,125 | 258 | 9.0% | $2.31万 | 加仓 |
| TFC | TRUIST FINL CORP | $27.93万 | 0.04% | 6,076 | 335 | 5.8% | $1.54万 | 加仓 |
| ROL | ROLLINS INC | $27.67万 | 0.04% | 5,180 | 356 | 7.4% | $1.90万 | 加仓 |
| GE | GE AEROSPACE | $27.64万 | 0.04% | 974 | 66 | 7.3% | $1.87万 | 加仓 |
| FAST | FASTENAL CO | $27.44万 | 0.04% | 5,914 | -656 | -10.0% | -$3.04万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $27.21万 | 0.04% | 5,785 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $26.88万 | 0.04% | 1,033 | -80 | -7.2% | -$2.08万 | 减仓 |
| IBMO | ISHARES TR | $26.72万 | 0.04% | 10,426 | 248 | 2.4% | $6,356 | 加仓 |
| NWSA | NEWS CORP NEW | $26.56万 | 0.04% | 10,655 | 10,655 | — | $26.56万 | 新建仓 |
| FE | FIRSTENERGY CORP | $26.13万 | 0.04% | 5,158 | 109 | 2.2% | $5,522 | 加仓 |
| SLV | ISHARES SILVER TR | $26.07万 | 0.04% | 3,826 | -4,496 | -54.0% | -$30.64万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $26.04万 | 0.04% | 4,766 | 4,766 | — | $26.04万 | 新建仓 |
| ROCK | GIBRALTAR INDS INC | $25.96万 | 0.04% | 6,512 | 6,512 | — | $25.96万 | 新建仓 |