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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| QQQ | INVESCO QQQ TR | $4,379.53万 | 5.88% | 59,472 | 6,712 | 12.7% | $494.27万 | 加仓 |
| AGG | ISHARES TR | $4,034.48万 | 5.42% | 407,606 | 407,606 | — | $4,034.48万 | 新建仓 |
| IVV | ISHARES TR | $3,682.34万 | 4.95% | 49,171 | 8,954 | 22.3% | $670.55万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $3,166.42万 | 4.25% | 675,575 | 675,575 | — | $3,166.42万 | 新建仓 |
| 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 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2,626.88万 | 3.53% | 324,066 | 148,862 | 85.0% | $1,206.67万 | 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 |
| ONEQ | FIDELITY COMWLTH TR | $1,807.70万 | 2.43% | 175,131 | 29,363 | 20.1% | $303.08万 | 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 |
| NVDA | NVIDIA CORPORATION | $1,432.74万 | 1.93% | 71,605 | 1,247 | 1.8% | $24.95万 | 加仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $1,152.42万 | 1.55% | 450,516 | 450,516 | — | $1,152.42万 | 新建仓 |
| SOXX | ISHARES TR | $890.34万 | 1.20% | 13,895 | -2,447 | -15.0% | -$156.80万 | 减仓 |
| QMOM | EA SERIES TRUST | $882.96万 | 1.19% | 112,150 | -193,396 | -63.3% | -$1,522.61万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $878.39万 | 1.18% | 117,275 | 117,275 | — | $878.39万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $823.41万 | 1.11% | 93,698 | 2,495 | 2.7% | $21.93万 | 加仓 |
| BOXX | EA SERIES TRUST | $781.08万 | 1.05% | 66,708 | 29,719 | 80.3% | $347.98万 | 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 |
| AAPL | APPLE INC | $746.47万 | 1.00% | 25,797 | 779 | 3.1% | $22.54万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $744.13万 | 1.00% | 95,365 | 95,365 | — | $744.13万 | 新建仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $725.26万 | 0.97% | 144,633 | -5,850 | -3.9% | -$29.33万 | 减仓 |
| FRDM | EA SERIES TRUST | $682.76万 | 0.92% | 93,657 | -199,925 | -68.1% | -$1,457.45万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $669.97万 | 0.90% | 153,627 | -630,630 | -80.4% | -$2,750.18万 | 减仓 |
| MSFT | MICROSOFT CORP | $639.17万 | 0.86% | 20,595 | 4,264 | 26.1% | $132.33万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $627.20万 | 0.84% | 160,163 | -26,015 | -14.0% | -$101.87万 | 减仓 |
| SGOV | ISHARES TR | $625.39万 | 0.84% | 62,122 | 40,342 | 185.2% | $406.13万 | 加仓 |
| FALN | ISHARES TR | $620.75万 | 0.83% | 227,881 | 227,881 | — | $620.75万 | 新建仓 |
| FLRT | PACER FDS TR | $531.07万 | 0.71% | 113,890 | 113,890 | — | $531.07万 | 新建仓 |
| AMZN | AMAZON COM INC | $504.75万 | 0.68% | 25,320 | 5,365 | 26.9% | $106.95万 | 加仓 |
| EMB | ISHARES TR | $496.62万 | 0.67% | 51,496 | 51,496 | — | $496.62万 | 新建仓 |
| MLRG | ISHARES TR | $479.87万 | 0.64% | 46,297 | 2,042 | 4.6% | $21.17万 | 加仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $469.62万 | 0.63% | 136,756 | 136,756 | — | $469.62万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $467.01万 | 0.63% | 19,171 | 5,220 | 37.4% | $127.16万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $461.30万 | 0.62% | 15,226 | 1,825 | 13.6% | $55.29万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $447.29万 | 0.60% | 74,885 | 74,885 | — | $447.29万 | 新建仓 |
| DRAM | ROUNDHILL ETF TRUST | $426.00万 | 0.57% | 57,684 | 57,684 | — | $426.00万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $419.41万 | 0.56% | 24,651 | 16,526 | 203.4% | $281.17万 | 加仓 |
| EFA | ISHARES TR | $416.89万 | 0.56% | 40,131 | -6,371 | -13.7% | -$66.18万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $416.53万 | 0.56% | 86,560 | 86,560 | — | $416.53万 | 新建仓 |
| IBDS | ISHARES TR | $398.94万 | 0.54% | 164,714 | -302,194 | -64.7% | -$731.92万 | 减仓 |
| GOOGL | ALPHABET INC | $388.36万 | 0.52% | 10,867 | 95 | 0.9% | $3.40万 | 加仓 |
| IYW | ISHARES TR | $383.53万 | 0.52% | 15,205 | -361 | -2.3% | -$9.11万 | 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 |
| IBDT | ISHARES TR | $368.58万 | 0.50% | 145,970 | -287,374 | -66.3% | -$725.62万 | 减仓 |
| IVW | ISHARES TR | $364.50万 | 0.49% | 26,503 | -273 | -1.0% | -$3.75万 | 减仓 |
| AVGO | BROADCOM INC | $351.85万 | 0.47% | 9,314 | 177 | 1.9% | $6.69万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $351.23万 | 0.47% | 55,008 | -5,465 | -9.0% | -$34.89万 | 减仓 |
| IBDU | ISHARES TR | $350.41万 | 0.47% | 151,299 | -313,046 | -67.4% | -$725.02万 | 减仓 |
| IBDV | ISHARES TR | $314.45万 | 0.42% | 144,242 | -326,688 | -69.4% | -$712.18万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $302.54万 | 0.41% | 5,264 | 2,210 | 72.4% | $127.02万 | 加仓 |
| CSCO | CISCO SYS INC | $301.61万 | 0.41% | 40,586 | 15,574 | 62.3% | $115.74万 | 加仓 |
| WMT | WALMART INC | $298.73万 | 0.40% | 37,359 | 10,973 | 41.6% | $87.74万 | 加仓 |
| TLH | ISHARES TR | $296.41万 | 0.40% | 29,538 | -133,799 | -81.9% | -$1,342.66万 | 减仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $292.85万 | 0.39% | 64,329 | -7,198 | -10.1% | -$32.77万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $291.12万 | 0.39% | 2,522 | 397 | 18.7% | $45.83万 | 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 |
| AEP | AMERICAN ELEC PWR CO INC | $280.35万 | 0.38% | 20,492 | 527 | 2.6% | $7.21万 | 加仓 |
| — | EXXON MOBIL CORP | $278.02万 | 0.37% | 20,335 | -650 | -3.1% | -$8.89万 | 减仓 |
| IBHG | ISHARES TR | $265.85万 | 0.36% | 120,403 | -267,683 | -69.0% | -$591.05万 | 减仓 |
| IBHH | ISHARES TR | $249.29万 | 0.33% | 106,081 | -254,778 | -70.6% | -$598.73万 | 减仓 |
| IBDW | ISHARES TR | $246.28万 | 0.33% | 118,177 | -342,096 | -74.3% | -$712.93万 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $245.44万 | 0.33% | 15,774 | -238 | -1.5% | -$3.70万 | 减仓 |
| IBHI | ISHARES TR | $232.48万 | 0.31% | 99,393 | -252,583 | -71.8% | -$590.79万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $227.19万 | 0.31% | 52,664 | 2,274 | 4.5% | $9.81万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $224.24万 | 0.30% | 24,689 | 10,091 | 69.1% | $91.65万 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $216.60万 | 0.29% | 46,400 | -6,954 | -13.0% | -$32.46万 | 减仓 |
| IBHF | ISHARES TR | $207.58万 | 0.28% | 91,649 | -4,625 | -4.8% | -$10.48万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $206.74万 | 0.28% | 4,058 | -17 | -0.4% | -$8,661 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $204.00万 | 0.27% | 49,902 | -6,484 | -11.5% | -$26.51万 | 减仓 |
| META | META PLATFORMS INC | $202.98万 | 0.27% | 4,352 | 1,036 | 31.2% | $48.32万 | 加仓 |
| IBDR | ISHARES TR | $202.06万 | 0.27% | 83,391 | -1,680 | -2.0% | -$4.07万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $192.79万 | 0.26% | 42,066 | 1,279 | 3.1% | $5.86万 | 加仓 |
| SH | PROSHARES TR | $190.33万 | 0.26% | 57,642 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $182.51万 | 0.25% | 3,142 | 96 | 3.2% | $5.58万 | 加仓 |
| ABBV | ABBVIE INC | $181.88万 | 0.24% | 7,228 | 518 | 7.7% | $13.03万 | 加仓 |
| ASML | ASML HLDG NV | $165.79万 | 0.22% | 833 | -30 | -3.5% | -$5.97万 | 减仓 |
| GOOG | ALPHABET INC | $163.77万 | 0.22% | 4,635 | 402 | 9.5% | $14.20万 | 加仓 |
| CAT | CATERPILLAR INC | $156.32万 | 0.21% | 1,468 | 161 | 12.3% | $17.14万 | 加仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $152.17万 | 0.20% | 32,294 | 32,294 | — | $152.17万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $145.72万 | 0.20% | 3,051 | 120 | 4.1% | $5.73万 | 加仓 |
| LLY | ELI LILLY & CO | $145.65万 | 0.20% | 1,214 | 165 | 15.7% | $19.80万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $142.91万 | 0.19% | 10,072 | -156 | -1.5% | -$2.21万 | 减仓 |
| — | UNITED BANCORP INC OHIO | $141.59万 | 0.19% | 89,160 | 1,805 | 2.1% | $2.87万 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $136.31万 | 0.18% | 28,772 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $135.90万 | 0.18% | 5,351 | 534 | 11.1% | $13.56万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $135.39万 | 0.18% | 1,774 | -12 | -0.7% | -$9,158 | 减仓 |
| PPG | PPG INDS INC | $131.82万 | 0.18% | 10,868 | 61 | 0.6% | $7,399 | 加仓 |
| V | VISA INC | $130.70万 | 0.18% | 5,180 | 1,537 | 42.2% | $38.78万 | 加仓 |
| KO | COCA COLA CO | $127.38万 | 0.17% | 15,673 | 263 | 1.7% | $2.14万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $125.25万 | 0.17% | 2,503 | 220 | 9.6% | $11.01万 | 加仓 |
| PFE | PFIZER INC | $124.76万 | 0.17% | 51,813 | 9,196 | 21.6% | $22.14万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $124.52万 | 0.17% | 25,590 | -145 | -0.6% | -$7,056 | 减仓 |
| CVX | CHEVRON CORPORATION | $123.03万 | 0.17% | 7,422 | 342 | 4.8% | $5.67万 | 加仓 |
| ISTB | ISHARES TR | $122.38万 | 0.16% | 25,364 | 736 | 3.0% | $3.55万 | 加仓 |
| ICOW | PACER FDS TR | $117.12万 | 0.16% | 28,133 | -241,996 | -89.6% | -$1,007.44万 | 减仓 |
| CSX | CSX CORP | $115.87万 | 0.16% | 24,378 | -4,054 | -14.3% | -$19.27万 | 减仓 |
| DGRO | ISHARES TR | $113.95万 | 0.15% | 15,035 | -165 | -1.1% | -$1.25万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $113.49万 | 0.15% | 18,669 | -5,972 | -24.2% | -$36.30万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $110.55万 | 0.15% | 17,132 | -205 | -1.2% | -$1.32万 | 减仓 |
| GLD | SPDR GOLD TR | $110.22万 | 0.15% | 2,992 | -156 | -5.0% | -$5.75万 | 减仓 |