CFS Investment Advisory Services, LLC
TOTOWA NJ · SEC CIK 0001845688
$14.52亿2026Q1 申报市值
353持仓数
31.8%前十大占比 · 第一大 7.7%
29 / 12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
SPYM 加仓+$2,388.38万
CORO 新建仓+$2,203.15万
GOVT 加仓+$1,683.93万
ACWX 新建仓+$1,126.40万
VGIT 加仓+$608.20万
2026Q1 卖出最多 按季末市值估算
XLG 减仓-$1,697.28万
IEMG 减仓-$1,426.80万
OEF 减仓-$1,077.73万
GLDM 减仓-$1,000.45万
EFV 减仓-$772.22万
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 |
|---|---|---|---|---|---|---|---|---|
| ECL | ECOLAB INC | $134.29万 | 0.09% | 4,887 | -33 | -0.7% | -$9,068 | 减仓 |
| USMV | ISHARES TR | $134.64万 | 0.09% | 14,194 | -685 | -4.6% | -$6.50万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $135.17万 | 0.09% | 10,558 | 112 | 1.1% | $1.43万 | 加仓 |
| V | VISA INC | $136.76万 | 0.09% | 4,314 | 457 | 11.8% | $14.49万 | 加仓 |
| EMXC | ISHARES INC | $138.01万 | 0.10% | 15,393 | -2,355 | -13.3% | -$21.11万 | 减仓 |
| SYY | SYSCO CORP | $138.44万 | 0.10% | 18,151 | -420 | -2.3% | -$3.20万 | 减仓 |
| GOOG | ALPHABET INC | $142.96万 | 0.10% | 4,212 | 707 | 20.2% | $24.00万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $144.36万 | 0.10% | 1,559 | -5 | -0.3% | -$4,630 | 减仓 |
| IGRO | ISHARES TR | $144.63万 | 0.10% | 16,315 | 4,580 | 39.0% | $40.60万 | 加仓 |
| ICVT | ISHARES TR | $145.89万 | 0.10% | 13,019 | -4,471 | -25.6% | -$50.10万 | 减仓 |
| MS | MORGAN STANLEY | $146.18万 | 0.10% | 7,742 | 103 | 1.3% | $1.94万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $146.69万 | 0.10% | 10,761 | -685 | -6.0% | -$9.34万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $147.28万 | 0.10% | 31,858 | 31,858 | — | $147.28万 | 新建仓 |
| ORCL | ORACLE CORP | $148.15万 | 0.10% | 8,463 | -1,029 | -10.8% | -$18.01万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $150.01万 | 0.10% | 7,345 | -268 | -3.5% | -$5.47万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $152.85万 | 0.11% | 5,238 | -243 | -4.4% | -$7.09万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $155.30万 | 0.11% | 25,832 | -282,315 | -91.6% | -$1,697.28万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $155.74万 | 0.11% | 31,049 | 22,619 | 268.3% | $113.46万 | 加仓 |
| IAGG | ISHARES TR | $156.66万 | 0.11% | 31,200 | -4,381 | -12.3% | -$22.00万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $158.64万 | 0.11% | 24,818 | -2,451 | -9.0% | -$15.67万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $161.50万 | 0.11% | 61,737 | 61,737 | — | $161.50万 | 新建仓 |
| IWB | ISHARES TR | $161.59万 | 0.11% | 4,155 | -327 | -7.3% | -$12.72万 | 减仓 |
| TLT | ISHARES TR | $161.89万 | 0.11% | 18,593 | 1,177 | 6.8% | $10.25万 | 加仓 |
| IWX | ISHARES TR | $165.30万 | 0.11% | 16,845 | -439 | -2.5% | -$4.31万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $167.99万 | 0.12% | 12,205 | 601 | 5.2% | $8.27万 | 加仓 |
| RTX | RTX CORPORATION | $171.68万 | 0.12% | 8,740 | 134 | 1.6% | $2.63万 | 加仓 |
| AMAT | APPLIED MATLS INC | $172.07万 | 0.12% | 4,335 | 94 | 2.2% | $3.73万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $173.72万 | 0.12% | 17,944 | -488 | -2.6% | -$4.72万 | 减仓 |
| CSCO | CISCO SYS INC | $174.65万 | 0.12% | 20,249 | 238 | 1.2% | $2.05万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $175.65万 | 0.12% | 22,809 | 14,763 | 183.5% | $113.69万 | 加仓 |
| VO | VANGUARD INDEX FDS | $176.57万 | 0.12% | 5,750 | -117 | -2.0% | -$3.59万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $176.73万 | 0.12% | 32,831 | 3,332 | 11.3% | $17.94万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $179.28万 | 0.12% | 11,362 | 7,671 | 207.8% | $121.04万 | 加仓 |
| TSLA | TESLA INC | $185.05万 | 0.13% | 4,619 | -562 | -10.8% | -$22.51万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $187.00万 | 0.13% | 9,328 | -610 | -6.1% | -$12.23万 | 减仓 |
| VV | VANGUARD INDEX FDS | $187.73万 | 0.13% | 5,749 | -104 | -1.8% | -$3.40万 | 减仓 |
| SUSL | ISHARES TR | $196.29万 | 0.14% | 15,742 | -257 | -1.6% | -$3.20万 | 减仓 |
| TFI | SPDR SERIES TRUST | $198.74万 | 0.14% | 43,430 | -260 | -0.6% | -$1.19万 | 减仓 |
| PNR | PENTAIR PLC | $202.06万 | 0.14% | 22,185 | -77 | -0.3% | -$7,013 | 减仓 |
| BAC | BANK AMERICA CORP | $203.00万 | 0.14% | 37,655 | 260 | 0.7% | $1.40万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $205.79万 | 0.14% | 12,336 | -240 | -1.9% | -$4.00万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $208.14万 | 0.14% | 2,931 | -45 | -1.5% | -$3.20万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $209.14万 | 0.14% | 41,065 | -33,246 | -44.7% | -$169.32万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $209.91万 | 0.14% | 7,710 | -31 | -0.4% | -$8,440 | 减仓 |
| MTUM | ISHARES TR | $213.37万 | 0.15% | 7,774 | -190 | -2.4% | -$5.21万 | 减仓 |
| CAT | CATERPILLAR INC | $216.11万 | 0.15% | 2,720 | 20 | 0.7% | $1.59万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $216.32万 | 0.15% | 48,307 | 9,123 | 23.3% | $40.85万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $220.58万 | 0.15% | 42,948 | -14 | -0.0% | -$719 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $222.45万 | 0.15% | 9,780 | 1,760 | 21.9% | $40.03万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $224.23万 | 0.15% | 29,905 | 1,838 | 6.5% | $13.78万 | 加仓 |
| QQQ | INVESCO QQQ TR | $229.37万 | 0.16% | 3,535 | -79 | -2.2% | -$5.13万 | 减仓 |
| META | META PLATFORMS INC | $229.49万 | 0.16% | 3,333 | 688 | 26.0% | $47.37万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $235.44万 | 0.16% | 7,001 | -3 | -0.0% | -$1,009 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $238.58万 | 0.16% | 56,576 | 2,635 | 4.9% | $11.11万 | 加仓 |
| TIP | ISHARES TR | $239.93万 | 0.17% | 21,522 | -5,610 | -20.7% | -$62.54万 | 减仓 |
| PEP | PEPSICO INC | $243.33万 | 0.17% | 15,433 | -133 | -0.9% | -$2.10万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $247.52万 | 0.17% | 7,163 | -150 | -2.1% | -$5.18万 | 减仓 |
| SPGI | S&P GLOBAL INC | $251.03万 | 0.17% | 5,672 | -491 | -8.0% | -$21.73万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $252.77万 | 0.17% | 16,757 | 634 | 3.9% | $9.56万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $260.16万 | 0.18% | 10,264 | -346 | -3.3% | -$8.77万 | 减仓 |
| EMR | EMERSON ELEC CO | $261.81万 | 0.18% | 17,889 | -260 | -1.4% | -$3.81万 | 减仓 |
| MCD | MCDONALDS CORP | $268.17万 | 0.18% | 8,613 | -14 | -0.2% | -$4,359 | 减仓 |
| DOV | DOVER CORP | $269.39万 | 0.19% | 12,297 | -85 | -0.7% | -$1.86万 | 减仓 |
| C | CITIGROUP INC | $272.24万 | 0.19% | 20,596 | 79 | 0.4% | $1.04万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $281.18万 | 0.19% | 13,140 | -180 | -1.4% | -$3.85万 | 减仓 |
| LOW | LOWES COS INC | $285.38万 | 0.20% | 11,337 | -39 | -0.3% | -$9,817 | 减仓 |
| SMMU | PIMCO ETF TR | $287.89万 | 0.20% | 56,963 | -2,190 | -3.7% | -$11.07万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $289.54万 | 0.20% | 76,235 | -9,391 | -11.0% | -$35.67万 | 减仓 |
| AVMC | AMERICAN CENTY ETF TR | $291.05万 | 0.20% | 37,740 | 18,905 | 100.4% | $145.80万 | 加仓 |
| NUE | NUCOR CORP | $292.51万 | 0.20% | 14,934 | -343 | -2.2% | -$6.72万 | 减仓 |
| ICSH | ISHARES TR | $307.85万 | 0.21% | 60,864 | 12,503 | 25.9% | $63.24万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $308.34万 | 0.21% | 4,723 | -288 | -5.7% | -$18.80万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $308.66万 | 0.21% | 11,555 | -340 | -2.9% | -$9.08万 | 减仓 |
| MRSK | NORTHERN LIGHTS FD TR | $309.82万 | 0.21% | 83,781 | -1,754 | -2.1% | -$6.49万 | 减仓 |
| STIP | ISHARES TR | $310.08万 | 0.21% | 29,899 | -7,713 | -20.5% | -$79.99万 | 减仓 |
| MRK | MERCK & CO INC | $315.30万 | 0.22% | 26,480 | 544 | 2.1% | $6.48万 | 加仓 |
| CB | CHUBB LTD SWITZ | $317.43万 | 0.22% | 9,595 | -8 | -0.1% | -$2,647 | 减仓 |
| NEE | NEXTERA ENERGY INC | $318.57万 | 0.22% | 34,635 | -105 | -0.3% | -$9,658 | 减仓 |
| SPSM | SPDR SERIES TRUST | $319.02万 | 0.22% | 60,547 | 34,189 | 129.7% | $180.14万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $327.98万 | 0.23% | 84,948 | -4,178 | -4.7% | -$16.13万 | 减仓 |
| SYSB | ISHARES TR | $328.52万 | 0.23% | 36,671 | 918 | 2.6% | $8.22万 | 加仓 |
| LIN | LINDE PLC | $328.86万 | 0.23% | 6,681 | 29 | 0.4% | $1.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $329.92万 | 0.23% | 49,814 | -19,862 | -28.5% | -$131.55万 | 减仓 |
| AMGN | AMGEN INC | $333.02万 | 0.23% | 9,373 | 138 | 1.5% | $4.90万 | 加仓 |
| AFL | AFLAC INC | $334.60万 | 0.23% | 29,217 | -129 | -0.4% | -$1.48万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $342.55万 | 0.24% | 74,290 | -12,052 | -14.0% | -$55.57万 | 减仓 |
| MUB | ISHARES TR | $342.96万 | 0.24% | 31,942 | -465 | -1.4% | -$4.99万 | 减仓 |
| GOOGL | ALPHABET INC | $347.90万 | 0.24% | 10,182 | 257 | 2.6% | $8.78万 | 加仓 |
| KO | COCA COLA CO | $357.17万 | 0.25% | 47,158 | 580 | 1.2% | $4.39万 | 加仓 |
| IWO | ISHARES TR | $367.33万 | 0.25% | 10,308 | -107 | -1.0% | -$3.81万 | 减仓 |
| CTAS | CINTAS CORP | $373.77万 | 0.26% | 20,861 | -214 | -1.0% | -$3.83万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $392.19万 | 0.27% | 8,264 | 851 | 11.5% | $40.39万 | 加仓 |
| AMZN | AMAZON COM INC | $398.74万 | 0.27% | 15,914 | 731 | 4.8% | $18.32万 | 加仓 |
| IJK | ISHARES TR | $406.79万 | 0.28% | 37,045 | -538 | -1.4% | -$5.91万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $420.38万 | 0.29% | 28,611 | -253 | -0.9% | -$3.72万 | 减仓 |
| GWW | WW GRAINGER INC | $425.87万 | 0.29% | 3,662 | -30 | -0.8% | -$3.49万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $431.01万 | 0.30% | 12,296 | 496 | 4.2% | $17.39万 | 加仓 |
| LLY | ELI LILLY & CO | $439.50万 | 0.30% | 4,741 | -131 | -2.7% | -$12.14万 | 减仓 |
| IJJ | ISHARES TR | $465.79万 | 0.32% | 32,925 | -473 | -1.4% | -$6.69万 | 减仓 |
| ABBV | ABBVIE INC | $511.28万 | 0.35% | 24,536 | -98 | -0.4% | -$2.04万 | 减仓 |