CFS Investment Advisory Services, LLC
TOTOWA NJ · SEC CIK 0001845688
$15.00亿2026Q2 申报市值
357持仓数
34.8%前十大占比 · 第一大 8.7%
14 / 11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
SPYM 加仓+$3,331.51万
IALT 新建仓+$1,447.19万
VEA 加仓+$592.92万
IUSB 加仓+$507.41万
IJH 加仓+$423.71万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$1,315.63万
EFV 减仓-$1,080.96万
SPTL 减仓-$686.71万
THRO 减仓-$642.62万
SPMO 减仓-$616.55万
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 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO & CO | $43.47万 | 0.03% | 5,084 | 1,848 | 57.1% | $15.80万 | 加仓 |
| XEL | XCEL ENERGY INC | $44.05万 | 0.03% | 5,375 | 70 | 1.3% | $5,737 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $44.25万 | 0.03% | 3,999 | 49 | 1.2% | $5,422 | 加仓 |
| SPAB | SPDR SERIES TRUST | $44.75万 | 0.03% | 17,618 | -15,157 | -46.2% | -$38.50万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $45.60万 | 0.03% | 2,721 | -61 | -2.2% | -$1.02万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $46.12万 | 0.03% | 2,892 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $46.24万 | 0.03% | 1,607 | 264 | 19.7% | $7.60万 | 加仓 |
| AOS | SMITH A O CORP | $46.31万 | 0.03% | 7,383 | -855 | -10.4% | -$5.36万 | 减仓 |
| QUS | SPDR SERIES TRUST | $47.34万 | 0.03% | 2,511 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $47.55万 | 0.03% | 765 | 317 | 70.8% | $19.70万 | 加仓 |
| NFLX | NETFLIX INC. | $48.26万 | 0.03% | 6,215 | -2,600 | -29.5% | -$20.19万 | 减仓 |
| CVS | CVS HEALTH CORP | $48.35万 | 0.03% | 4,617 | 19 | 0.4% | $1,990 | 加仓 |
| FAST | FASTENAL CO | $48.67万 | 0.03% | 10,014 | 27 | 0.3% | $1,312 | 加仓 |
| GVI | ISHARES TR | $48.74万 | 0.03% | 4,606 | 4,606 | — | $48.74万 | 新建仓 |
| BOXX | EA SERIES TRUST | $49.06万 | 0.03% | 4,185 | 0 | 0.0% | — | 不变 |
| ITM | VANECK ETF TRUST | $49.26万 | 0.03% | 10,510 | 1,070 | 11.3% | $5.02万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $49.28万 | 0.03% | 15,761 | -6,376 | -28.8% | -$19.94万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $50.26万 | 0.03% | 3,428 | -13 | -0.4% | -$1,906 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $50.78万 | 0.03% | 12,787 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $51.18万 | 0.03% | 10,318 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $52.29万 | 0.03% | 1,385 | 98 | 7.6% | $3.70万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $54.73万 | 0.04% | 9,415 | -88 | -0.9% | -$5,115 | 减仓 |
| MA | MASTERCARD INCORPORATED | $54.91万 | 0.04% | 1,018 | -82 | -7.5% | -$4.42万 | 减仓 |
| BA | BOEING CO | $55.63万 | 0.04% | 2,456 | -1 | -0.0% | -$226 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $56.34万 | 0.04% | 7,027 | -148 | -2.1% | -$1.19万 | 减仓 |
| ETR | ENTERGY CORP NEW | $56.94万 | 0.04% | 4,947 | 30 | 0.6% | $3,453 | 加仓 |
| IBMS | ISHARES TR | $57.18万 | 0.04% | 22,085 | -3,353 | -13.2% | -$8.68万 | 减仓 |
| IBMO | ISHARES TR | $58.56万 | 0.04% | 22,873 | -5,002 | -17.9% | -$12.81万 | 减仓 |
| IBMQ | ISHARES TR | $58.62万 | 0.04% | 22,962 | -4,096 | -15.1% | -$10.46万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $58.63万 | 0.04% | 4,946 | -147 | -2.9% | -$1.74万 | 减仓 |
| IBMR | ISHARES TR | $58.66万 | 0.04% | 23,134 | -4,104 | -15.1% | -$10.41万 | 减仓 |
| IGRO | ISHARES TR | $59.16万 | 0.04% | 6,638 | -9,677 | -59.3% | -$86.24万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $59.83万 | 0.04% | 1,096 | -55 | -4.8% | -$3.00万 | 减仓 |
| VLUE | ISHARES TR | $60.79万 | 0.04% | 3,150 | 146 | 4.9% | $2.82万 | 加仓 |
| KLAC | KLA CORP | $61.08万 | 0.04% | 2,593 | 23 | 0.9% | $5,418 | 加仓 |
| IBMP | ISHARES TR | $61.26万 | 0.04% | 24,141 | -4,127 | -14.6% | -$10.47万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $64.24万 | 0.04% | 2,989 | 0 | 0.0% | — | 不变 |
| VSDM | VANGUARD MUN BD FDS | $64.71万 | 0.04% | 8,463 | 5,345 | 171.4% | $40.87万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $64.82万 | 0.04% | 11,340 | -51 | -0.4% | -$2,915 | 减仓 |
| MTB | M & T BK CORP | $65.76万 | 0.04% | 2,753 | -8 | -0.3% | -$1,911 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $67.09万 | 0.04% | 11,014 | 679 | 6.6% | $4.14万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $67.94万 | 0.05% | 1,312 | 61 | 4.9% | $3.16万 | 加仓 |
| INTC | INTEL CORP | $68.67万 | 0.05% | 5,706 | 181 | 3.3% | $2.18万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $69.37万 | 0.05% | 10,172 | 3,609 | 55.0% | $24.61万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $69.68万 | 0.05% | 1,605 | 4 | 0.2% | $1,737 | 加仓 |
| REGL | PROSHARES TR | $70.47万 | 0.05% | 7,633 | -1 | -0.0% | -$92 | 减仓 |
| TXN | TEXAS INSTRS INC | $70.63万 | 0.05% | 2,410 | -16 | -0.7% | -$4,689 | 减仓 |
| VB | VANGUARD INDEX FDS | $70.79万 | 0.05% | 2,357 | 0 | 0.0% | — | 不变 |
| SJNK | SPDR SERIES TRUST | $72.80万 | 0.05% | 29,200 | -437 | -1.5% | -$1.09万 | 减仓 |
| VGT | VANGUARD WORLD FD | $73.28万 | 0.05% | 6,392 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $75.91万 | 0.05% | 5,561 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $76.67万 | 0.05% | 12,019 | 1,026 | 9.3% | $6.55万 | 加仓 |
| BIL | SPDR SERIES TRUST | $79.20万 | 0.05% | 8,661 | -3,207 | -27.0% | -$29.32万 | 减仓 |
| TGT | TARGET CORP | $79.56万 | 0.05% | 6,110 | -163 | -2.6% | -$2.12万 | 减仓 |
| COP | CONOCOPHILLIPS | $80.22万 | 0.05% | 7,660 | -1,109 | -12.6% | -$11.61万 | 减仓 |
| IXUS | ISHARES TR | $81.07万 | 0.05% | 8,559 | -240 | -2.7% | -$2.27万 | 减仓 |
| T | AT&T INC | $81.19万 | 0.05% | 39,449 | 10,726 | 37.3% | $22.07万 | 加仓 |
| EEM | ISHARES TR | $82.67万 | 0.06% | 12,583 | -17 | -0.1% | -$1,117 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $82.87万 | 0.06% | 16,514 | 16,514 | — | $82.87万 | 新建仓 |
| VTEI | VANGUARD MUN BD FDS | $84.52万 | 0.06% | 8,377 | 8,377 | — | $84.52万 | 新建仓 |
| MDT | MEDTRONIC PLC | $85.49万 | 0.06% | 10,277 | -1,824 | -15.1% | -$15.17万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $86.94万 | 0.06% | 10,247 | -9 | -0.1% | -$764 | 减仓 |
| TAXX | BONDBLOXX ETF TRUST | $90.25万 | 0.06% | 17,827 | 16 | 0.1% | $810 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $90.41万 | 0.06% | 6,992 | -1,662 | -19.2% | -$21.49万 | 减仓 |
| IGM | ISHARES TR | $90.72万 | 0.06% | 5,784 | -259 | -4.3% | -$4.06万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $91.74万 | 0.06% | 2,519 | -191 | -7.0% | -$6.96万 | 减仓 |
| PSX | PHILLIPS 66 | $92.20万 | 0.06% | 5,226 | 27 | 0.5% | $4,763 | 加仓 |
| CME | CME GROUP INC | $92.51万 | 0.06% | 3,910 | -577 | -12.9% | -$13.65万 | 减仓 |
| LMUB | ISHARES TR | $93.09万 | 0.06% | 18,189 | 1,164 | 6.8% | $5.96万 | 加仓 |
| HDV | ISHARES TR | $94.07万 | 0.06% | 33,550 | -1,115 | -3.2% | -$3.13万 | 减仓 |
| EFAV | ISHARES TR | $94.42万 | 0.06% | 10,607 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $94.73万 | 0.06% | 971 | -2 | -0.2% | -$1,951 | 减仓 |
| SYLD | CAMBRIA ETF TR | $96.32万 | 0.06% | 12,004 | 2,401 | 25.0% | $19.26万 | 加仓 |
| GPC | GENUINE PARTS CO | $97.16万 | 0.06% | 7,329 | -1,595 | -17.9% | -$21.14万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $99.64万 | 0.07% | 25,814 | 1,369 | 5.6% | $5.28万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $101.14万 | 0.07% | 4,054 | -24 | -0.6% | -$5,988 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $101.50万 | 0.07% | 27,664 | -265 | -0.9% | -$9,723 | 减仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $102.63万 | 0.07% | 18,349 | -245 | -1.3% | -$1.37万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $102.97万 | 0.07% | 1,082 | -59 | -5.2% | -$5.61万 | 减仓 |
| QCOM | QUALCOMM INC | $103.32万 | 0.07% | 5,862 | -1 | -0.0% | -$176 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $110.71万 | 0.07% | 13,563 | 352 | 2.7% | $2.87万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $110.74万 | 0.07% | 14,489 | 3,287 | 29.3% | $25.12万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $111.19万 | 0.07% | 34,327 | 863 | 2.6% | $2.80万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $112.16万 | 0.07% | 11,790 | -214 | -1.8% | -$2.04万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $112.43万 | 0.07% | 40,928 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $113.48万 | 0.08% | 18,383 | 45 | 0.2% | $2,778 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $115.13万 | 0.08% | 8,312 | 104 | 1.3% | $1.44万 | 加仓 |
| BUYW | NORTHERN LTS FD TR IV | $115.80万 | 0.08% | 79,806 | 291 | 0.4% | $4,222 | 加仓 |
| MUNI | PIMCO ETF TR | $116.01万 | 0.08% | 22,106 | 5,387 | 32.2% | $28.27万 | 加仓 |
| HD | HOME DEPOT INC | $116.50万 | 0.08% | 3,255 | -55 | -1.7% | -$1.97万 | 减仓 |
| TDV | PROSHARES TR | $118.26万 | 0.08% | 11,878 | -13 | -0.1% | -$1,294 | 减仓 |
| CVX | CHEVRON CORPORATION | $122.96万 | 0.08% | 7,267 | 335 | 4.8% | $5.67万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $124.73万 | 0.08% | 25,250 | -6,608 | -20.7% | -$32.64万 | 减仓 |
| EDGF | ADVISORS INNER CIRCLE FD II | $127.01万 | 0.08% | 51,504 | 722 | 1.4% | $1.78万 | 加仓 |
| IWF | ISHARES TR | $127.33万 | 0.08% | 10,509 | 1 | 0.0% | $121 | 加仓 |
| SO | SOUTHERN CO | $128.73万 | 0.09% | 13,138 | 89 | 0.7% | $8,720 | 加仓 |
| EMXC | ISHARES INC | $129.57万 | 0.09% | 13,360 | -2,033 | -13.2% | -$19.72万 | 减仓 |
| — | NORTHERN LIGHTS FD TR | $130.05万 | 0.09% | 59,371 | 1,144 | 2.0% | $2.51万 | 加仓 |
| ORCL | ORACLE CORP | $130.13万 | 0.09% | 9,277 | 814 | 9.6% | $11.42万 | 加仓 |
| ADI | ANALOG DEVICES INC | $131.10万 | 0.09% | 3,476 | 5 | 0.1% | $1,886 | 加仓 |