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
PWR QUANTA SVCS INC $109.12万0.15%1,516 604.1% $4.32万 加仓
MRK MERCK & CO INC $106.85万0.14%8,315 78210.4% $10.05万 加仓
VTI VANGUARD INDEX FDS $102.33万0.14%2,766 -4-0.1% -$1,480 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
FTCS FIRST TR EXCHANGE-TRADED FD $98.28万0.13%10,464 -95,767-90.1% -$899.47万 减仓
TSLA TESLA INC $93.42万0.13%2,221 48828.2% $20.53万 加仓
IJR ISHARES TR $92.69万0.12%6,250 -380-5.7% -$5.64万 减仓
HD HOME DEPOT INC $88.03万0.12%2,496 1586.8% $5.57万 加仓
PEBO PEOPLES BANCORP INC $86.31万0.12%22,472 -683-2.9% -$2.62万 减仓
PANW PALO ALTO NETWORKS INC $85.70万0.12%2,513 662.7% $2.25万 加仓
IBM INTERNATIONAL BUSINESS MACHS $82.85万0.11%2,946 772.7% $2.17万 加仓
SLYV SPDR SERIES TRUST $82.51万0.11%7,562 -140-1.8% -$1.53万 减仓
T AT&T INC $78.63万0.11%37,983 -1,599-4.0% -$3.31万 减仓
EEM ISHARES TR $78.61万0.11%11,491 -49,225-81.1% -$336.74万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $77.60万0.10%13,740 7205.5% $4.07万 加仓
LRCX LAM RESEARCH CORP $77.23万0.10%1,782 19312.1% $8.36万 加仓
SPSB SPDR SERIES TRUST $76.94万0.10%25,638 1,4696.1% $4.41万 加仓
COWZ PACER FDS TR $75.97万0.10%12,214 -966-7.3% -$6.01万 减仓
WDC WESTERN DIGITAL CORP $75.43万0.10%1,181 151.3% $9,581 加仓
MDYV SPDR SERIES TRUST $73.50万0.10%7,749 -2,918-27.4% -$27.68万 减仓
PLTR PALANTIR TECHNOLOGIES INC $72.72万0.10%6,233 1,43029.8% $16.68万 加仓
GLW CORNING INC $72.03万0.10%2,820 531.9% $1.35万 加仓
AMAT APPLIED MATLS INC $71.68万0.10%991 -44-4.3% -$3.18万 减仓
KLAC KLA CORP $71.41万0.10%2,367 974.3% $2.93万 加仓
GFEB FIRST TR EXCHNG TRADED FD VI $71.07万0.10%16,142 00.0% — 不变
MA MASTERCARD INCORPORATED $70.33万0.09%1,369 705.4% $3.60万 加仓
AMGN AMGEN INC $69.59万0.09%1,922 -54-2.7% -$1.96万 减仓
RKLB ROCKET LAB CORP $69.55万0.09%7,004 1,27622.3% $12.67万 加仓
IWM ISHARES TR $69.08万0.09%2,299 954.3% $2.85万 加仓
SPYG SPDR SERIES TRUST $68.21万0.09%5,732 -13-0.2% -$1,547 减仓
ETN EATON CORP PLC $67.23万0.09%1,578 422.7% $1.79万 加仓
SCHD SCHWAB STRATEGIC TR $66.31万0.09%20,910 730.4% $2,315 加仓
GS GOLDMAN SACHS GROUP INC $65.84万0.09%651 589.8% $5.87万 加仓
PM PHILIP MORRIS INTL INC $65.16万0.09%3,602 41012.8% $7.42万 加仓
MAR MARRIOTT INTL INC NEW $64.96万0.09%1,753 -5-0.3% -$1,853 减仓
MOAT VANECK ETF TRUST $62.61万0.08%6,023 -715-10.6% -$7.43万 减仓
LOW LOWES COS INC $62.41万0.08%2,830 -9-0.3% -$1,985 减仓
IYF ISHARES TR $56.87万0.08%4,460 10.0% $128 加仓
XLE SELECT SECTOR SPDR TR $53.78万0.07%11,068 1,38914.4% $6.75万 加仓
VGT VANGUARD WORLD FD $52.94万0.07%4,430 60.1% $717 加仓
UNH UNITEDHEALTH GROUP INC $52.49万0.07%1,263 34237.1% $14.21万 加仓
ORCL ORACLE CORP $51.40万0.07%3,507 36711.7% $5.38万 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
SHYG ISHARES TR $49.06万0.07%11,568 3302.9% $1.40万 加仓
PEP PEPSICO INC $48.90万0.07%3,612 -125-3.3% -$1.69万 减仓
BMY BRISTOL-MYERS SQUIBB CO $48.54万0.07%8,424 -146-1.7% -$8,413 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
DAUG FIRST TR EXCHNG TRADED FD VI $48.44万0.07%10,339 -609-5.6% -$2.85万 减仓
XLK SELECT SECTOR SPDR TR $47.81万0.06%2,509 -183-6.8% -$3.49万 减仓
CALF PACER FDS TR $47.58万0.06%9,401 -108-1.1% -$5,466 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $47.41万0.06%674 -10-1.5% -$7,033 减仓
SLYG SPDR SERIES TRUST $47.18万0.06%3,960 -1,220-23.6% -$14.53万 减仓
UTG REAVES UTIL INCOME FD $46.23万0.06%11,354 3573.2% $1.45万 加仓
CSM PROSHARES TR $45.46万0.06%5,335 00.0% — 不变
CASY CASEYS GEN STORES INC $45.14万0.06%568 509.7% $3.97万 加仓
— INVESCO EXCHANGE TRADED FD T $45.01万0.06%6,192 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $44.89万0.06%10,601 -337-3.1% -$1.43万 减仓
HOOD ROBINHOOD MKTS INC $44.53万0.06%4,441 1323.1% $1.32万 加仓
MCD MCDONALDS CORP $43.60万0.06%1,613 261.6% $7,028 加仓
INTC INTEL CORP $43.08万0.06%5,470 5,470— $43.08万 新建仓
ABT ABBOTT LABORATORIES $42.96万0.06%4,735 3658.4% $3.31万 加仓
BLDR BUILDERS FIRSTSOURCE INC $42.96万0.06%4,801 -4-0.1% -$358 减仓
RTX RTX CORPORATION $42.92万0.06%2,262 1275.9% $2.41万 加仓
BINC BLACKROCK ETF TRUST II $42.87万0.06%8,190 1,26018.2% $6.60万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $42.43万0.06%4,710 -1,090-18.8% -$9.82万 减仓
LGLV SPDR SERIES TRUST $41.93万0.06%2,311 00.0% — 不变
CHCO CITY HLDG CO $41.73万0.06%3,146 220.7% $2,918 加仓
— INNOVATOR ETFS TRUST $41.46万0.06%15,043 00.0% — 不变
MS MORGAN STANLEY $41.29万0.06%1,975 201.0% $4,181 加仓
VOO VANGUARD INDEX FDS $41.27万0.06%601 498.9% $3.36万 加仓
IYJ ISHARES TR $40.95万0.06%2,458 10.0% $167 加仓
FDX FEDEX CORP $40.36万0.05%1,289 15613.8% $4.88万 加仓
GE GE AEROSPACE $39.58万0.05%1,059 858.7% $3.18万 加仓
UMC UNITED MICROELECTRONICS CORP $39.37万0.05%14,470 -1,106-7.1% -$3.01万 减仓
UNP UNION PAC CORP $39.33万0.05%1,446 543.9% $1.47万 加仓
WSBC WESBANCO INC $39.28万0.05%10,065 -264-2.6% -$1.03万 减仓
DVY ISHARES TR $39.20万0.05%2,508 -7-0.3% -$1,094 减仓
QUAL ISHARES TR $38.94万0.05%1,774 -9-0.5% -$1,975 减仓
DIS DISNEY WALT CO $38.85万0.05%4,036 54215.5% $5.22万 加仓
VLO VALERO ENERGY CORP $38.19万0.05%1,467 -278-15.9% -$7.24万 减仓
URI UNITED RENTALS INC $37.94万0.05%335 00.0% — 不变
ALL ALLSTATE CORP $37.55万0.05%1,578 60.4% $1,428 加仓
MPC MARATHON PETE CORP $37.46万0.05%1,465 -204-12.2% -$5.22万 减仓
VIG VANGUARD SPECIALIZED FUNDS $37.45万0.05%1,583 332.1% $7,806 加仓
VNO VORNADO RLTY TR $37.33万0.05%9,498 2302.5% $9,039 加仓
UNM UNUM GROUP $36.72万0.05%4,107 601.5% $5,364 加仓
D DOMINION ENERGY INC $36.27万0.05%5,311 1,89355.4% $12.93万 加仓
GAPR FIRST TR EXCHNG TRADED FD VI $36.14万0.05%8,673 8,673— $36.14万 新建仓
NOW SERVICENOW INC $35.51万0.05%3,577 1,26754.8% $12.58万 加仓
SBUX STARBUCKS CORP $35.50万0.05%3,474 34911.2% $3.57万 加仓
BAC BANK OF AMER CORP $35.31万0.05%6,198 1,12422.2% $6.40万 加仓
SDOG ALPS ETF TR $35.27万0.05%5,170 00.0% — 不变
GEV GE VERNOVA INC $35.01万0.05%298 144.9% $1.64万 加仓
XMLV INVESCO EXCH TRADED FD TR II $34.44万0.05%5,192 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $33.68万0.05%1,589 -391-19.7% -$8.29万 减仓
AXP AMERICAN EXPRESS CO $33.35万0.04%986 15318.4% $5.18万 加仓
TLT ISHARES TR $33.05万0.04%3,824 -618-13.9% -$5.34万 减仓
NEE NEXTERA ENERGY INC $32.72万0.04%3,728 50315.6% $4.41万 加仓
ITOT ISHARES TR $32.67万0.04%1,989 00.0% — 不变
SJNK SPDR SERIES TRUST $32.42万0.04%12,953 7576.2% $1.89万 加仓