Community Financial Services Group, LLC
NEWPORT VT · SEC CIK 0001537319
$5.68亿2026Q1 申报市值
459持仓数
39.3%前十大占比 · 第一大 7.4%
358 / 1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
IEF 加仓+$222.74万
TSM 加仓+$198.92万
MSFT 加仓+$180.33万
COST 加仓+$102.25万
AAPL 加仓+$78.33万
2026Q1 卖出最多 按季末市值估算
ACN 重新持有-$88.84万
AVGO 减仓-$41.79万
KLAC 减仓-$38.60万
NVS 减仓-$19.04万
QUAL 减仓-$14.30万
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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $28.01万 | 0.05% | 5,672 | 5,672 | — | $28.01万 | 新建仓 |
| CAT | CATERPILLAR INC | $27.39万 | 0.05% | 375 | 375 | — | $27.39万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $26.20万 | 0.05% | 533 | -115 | -17.7% | -$5.65万 | 减仓 |
| GEV | GE VERNOVA INC | $25.95万 | 0.05% | 290 | 290 | — | $25.95万 | 新建仓 |
| — | HONEYWELL INTL INC | $25.74万 | 0.05% | 1,128 | -26 | -2.3% | -$5,933 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.48万 | 0.04% | 1,048 | 65 | 6.6% | $1.58万 | 加仓 |
| IAU | ISHARES GOLD TR | $25.07万 | 0.04% | 2,796 | 2,796 | — | $25.07万 | 新建仓 |
| BIBL | NORTHERN LTS FD TR IV | $24.19万 | 0.04% | 5,074 | -106 | -2.0% | -$5,054 | 减仓 |
| EFG | ISHARES TR | $23.12万 | 0.04% | 2,033 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $22.26万 | 0.04% | 2,419 | 2,419 | — | $22.26万 | 新建仓 |
| DVY | ISHARES TR | $20.16万 | 0.04% | 1,335 | -176 | -11.6% | -$2.66万 | 重新持有 |
| — | UNION BANKSHARES INC | $19.96万 | 0.04% | 8,180 | 8,180 | — | $19.96万 | 新建仓 |
| ITOT | ISHARES TR | $19.74万 | 0.03% | 1,376 | 1,376 | — | $19.74万 | 新建仓 |
| BX | BLACKSTONE INC | $18.67万 | 0.03% | 1,633 | -500 | -23.4% | -$5.72万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $18.36万 | 0.03% | 568 | 568 | — | $18.36万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $18.16万 | 0.03% | 6,138 | 6,138 | — | $18.16万 | 新建仓 |
| MCK | MCKESSON CORP | $18.14万 | 0.03% | 208 | 208 | — | $18.14万 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $18.12万 | 0.03% | 5,020 | 5,020 | — | $18.12万 | 新建仓 |
| UL | UNILEVER PLC | $17.80万 | 0.03% | 3,175 | 3,175 | — | $17.80万 | 新建仓 |
| BP | BP PLC | $17.12万 | 0.03% | 3,709 | 3,709 | — | $17.12万 | 新建仓 |
| — | NORTHERN LTS FD TR IV | $16.70万 | 0.03% | 3,737 | 3,737 | — | $16.70万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $16.66万 | 0.03% | 142 | 142 | — | $16.66万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $16.47万 | 0.03% | 373 | -47 | -11.2% | -$2.08万 | 减仓 |
| RPM | RPM INTL INC | $16.44万 | 0.03% | 1,634 | 1,634 | — | $16.44万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $16.22万 | 0.03% | 6,410 | 6,410 | — | $16.22万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $16.21万 | 0.03% | 1,097 | 1,097 | — | $16.21万 | 新建仓 |
| GLD | SPDR GOLD TR | $16.02万 | 0.03% | 366 | 366 | — | $16.02万 | 新建仓 |
| IJH | ISHARES TR | $15.90万 | 0.03% | 2,335 | 2,335 | — | $15.90万 | 新建仓 |
| SAP | SAP SE | $15.85万 | 0.03% | 925 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $15.48万 | 0.03% | 1,921 | 1,921 | — | $15.48万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $15.29万 | 0.03% | 2,347 | 2,347 | — | $15.29万 | 新建仓 |
| DGRO | ISHARES TR | $15.03万 | 0.03% | 2,141 | 2,141 | — | $15.03万 | 新建仓 |
| IJT | ISHARES TR | $14.61万 | 0.03% | 1,000 | 1,000 | — | $14.61万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $13.83万 | 0.02% | 1,265 | 1,265 | — | $13.83万 | 新建仓 |
| COP | CONOCOPHILLIPS | $13.83万 | 0.02% | 1,077 | 1,077 | — | $13.83万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $13.01万 | 0.02% | 5,325 | 5,325 | — | $13.01万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $11.92万 | 0.02% | 1,931 | 1,931 | — | $11.92万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $11.78万 | 0.02% | 546 | 546 | — | $11.78万 | 新建仓 |
| IWD | ISHARES TR | $11.50万 | 0.02% | 535 | 535 | — | $11.50万 | 新建仓 |
| WY | WEYERHAEUSER CO | $11.47万 | 0.02% | 4,741 | 4,741 | — | $11.47万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $11.07万 | 0.02% | 564 | 564 | — | $11.07万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $10.88万 | 0.02% | 175 | 175 | — | $10.88万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $10.86万 | 0.02% | 1,272 | 1,272 | — | $10.86万 | 新建仓 |
| MMM | 3M CO | $10.84万 | 0.02% | 746 | 746 | — | $10.84万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $10.63万 | 0.02% | 533 | -370 | -41.0% | -$7.38万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $10.21万 | 0.02% | 728 | 728 | — | $10.21万 | 新建仓 |
| PSX | PHILLIPS 66 | $9.89万 | 0.02% | 563 | 563 | — | $9.89万 | 新建仓 |
| AMGN | AMGEN INC | $9.86万 | 0.02% | 279 | 279 | — | $9.86万 | 新建仓 |
| FTS | FORTIS INC | $9.72万 | 0.02% | 1,727 | 1,727 | — | $9.72万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $9.59万 | 0.02% | 616 | 616 | — | $9.59万 | 新建仓 |
| COR | CENCORA INC | $9.53万 | 0.02% | 300 | 300 | — | $9.53万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $8.89万 | 0.02% | 460 | 460 | — | $8.89万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $8.75万 | 0.02% | 3,119 | 3,119 | — | $8.75万 | 新建仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $8.51万 | 0.01% | 15,118 | 15,118 | — | $8.51万 | 新建仓 |
| GSK | GSK PLC | $8.34万 | 0.01% | 1,490 | 1,490 | — | $8.34万 | 新建仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $8.25万 | 0.01% | 1,389 | 1,389 | — | $8.25万 | 新建仓 |
| INTC | INTEL CORP | $7.95万 | 0.01% | 1,655 | 1,655 | — | $7.95万 | 新建仓 |
| F | FORD MTR CO | $7.76万 | 0.01% | 6,648 | 6,648 | — | $7.76万 | 新建仓 |
| TSLA | TESLA INC | $7.74万 | 0.01% | 203 | 203 | — | $7.74万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $7.66万 | 0.01% | 415 | 415 | — | $7.66万 | 新建仓 |
| IEMG | ISHARES INC | $7.53万 | 0.01% | 1,072 | 1,072 | — | $7.53万 | 新建仓 |
| CSX | CSX CORP | $7.46万 | 0.01% | 1,800 | 1,800 | — | $7.46万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $7.42万 | 0.01% | 343 | 343 | — | $7.42万 | 新建仓 |
| NI | NISOURCE INC | $7.42万 | 0.01% | 1,582 | 1,582 | — | $7.42万 | 新建仓 |
| SNA | SNAP ON INC | $7.34万 | 0.01% | 200 | 200 | — | $7.34万 | 新建仓 |
| IGSB | ISHARES TR | $7.34万 | 0.01% | 1,400 | 1,400 | — | $7.34万 | 新建仓 |
| BA | BOEING CO | $7.32万 | 0.01% | 353 | 353 | — | $7.32万 | 新建仓 |
| GPC | GENUINE PARTS CO | $7.15万 | 0.01% | 680 | 680 | — | $7.15万 | 新建仓 |
| TTE | TOTALENERGIES SE | $7.06万 | 0.01% | 786 | 786 | — | $7.06万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $6.95万 | 0.01% | 160 | 160 | — | $6.95万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $6.81万 | 0.01% | 505 | 505 | — | $6.81万 | 新建仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $6.77万 | 0.01% | 1,200 | 1,200 | — | $6.77万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $6.76万 | 0.01% | 302 | 302 | — | $6.76万 | 新建仓 |
| IWF | ISHARES TR | $6.67万 | 0.01% | 155 | 155 | — | $6.67万 | 新建仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $6.65万 | 0.01% | 3,918 | 3,918 | — | $6.65万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $6.61万 | 0.01% | 491 | 491 | — | $6.61万 | 新建仓 |
| CRBN | ISHARES TR | $6.12万 | 0.01% | 272 | 272 | — | $6.12万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $6.10万 | 0.01% | 1,072 | 1,072 | — | $6.10万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $6.00万 | 0.01% | 219 | 219 | — | $6.00万 | 新建仓 |
| CWEN | CLEARWAY ENERGY INC | $5.99万 | 0.01% | 1,500 | 1,500 | — | $5.99万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $5.80万 | 0.01% | 200 | 200 | — | $5.80万 | 新建仓 |
| HRL | HORMEL FOODS CORP | $5.78万 | 0.01% | 2,624 | 2,624 | — | $5.78万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $5.74万 | 0.01% | 200 | 200 | — | $5.74万 | 新建仓 |
| SLV | ISHARES SILVER TR | $5.72万 | 0.01% | 840 | 840 | — | $5.72万 | 新建仓 |
| CMI | CUMMINS INC | $5.50万 | 0.01% | 100 | 100 | — | $5.50万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $5.42万 | 0.01% | 754 | 754 | — | $5.42万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5.36万 | 0.01% | 255 | 255 | — | $5.36万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $5.19万 | 0.01% | 217 | 217 | — | $5.19万 | 新建仓 |
| MO | ALTRIA GROUP INC | $5.15万 | 0.01% | 787 | 787 | — | $5.15万 | 新建仓 |
| DIS | DISNEY WALT CO | $5.10万 | 0.01% | 528 | 528 | — | $5.10万 | 新建仓 |
| SUSL | ISHARES TR | $5.09万 | 0.01% | 444 | 444 | — | $5.09万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $4.98万 | 0.01% | 1,024 | 1,024 | — | $4.98万 | 新建仓 |
| SO | SOUTHERN CO | $4.95万 | 0.01% | 511 | 511 | — | $4.95万 | 新建仓 |
| OKE | ONEOK INC NEW | $4.69万 | 0.01% | 537 | 537 | — | $4.69万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $4.56万 | 0.01% | 377 | 377 | — | $4.56万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $4.56万 | 0.01% | 130 | 130 | — | $4.56万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $4.54万 | 0.01% | 4,143 | 4,143 | — | $4.54万 | 新建仓 |
| DOV | DOVER CORP | $4.35万 | 0.01% | 210 | 210 | — | $4.35万 | 新建仓 |
| SBUX | STARBUCKS CORP | $4.34万 | 0.01% | 480 | 480 | — | $4.34万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $4.27万 | 0.01% | 500 | 500 | — | $4.27万 | 新建仓 |