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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $131.32万 | 0.09% | 3,737 | 11 | 0.3% | $3,866 | 加仓 |
| ECL | ECOLAB INC | $134.14万 | 0.09% | 4,734 | -153 | -3.1% | -$4.34万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $136.26万 | 0.09% | 17,744 | -627 | -3.4% | -$4.81万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $136.92万 | 0.09% | 10,565 | 7 | 0.1% | $907 | 加仓 |
| USMV | ISHARES TR | $136.99万 | 0.09% | 13,994 | -200 | -1.4% | -$1.96万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $137.55万 | 0.09% | 30,370 | -43,920 | -59.1% | -$198.91万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $138.58万 | 0.09% | 26,887 | -14 | -0.1% | -$722 | 减仓 |
| IWB | ISHARES TR | $144.96万 | 0.10% | 3,546 | -609 | -14.7% | -$24.89万 | 减仓 |
| SYY | SYSCO CORP | $147.65万 | 0.10% | 17,405 | -746 | -4.1% | -$6.33万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $150.14万 | 0.10% | 10,586 | -175 | -1.6% | -$2.48万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $153.06万 | 0.10% | 11,660 | -545 | -4.5% | -$7.15万 | 减仓 |
| GOOG | ALPHABET INC | $154.55万 | 0.10% | 4,339 | 127 | 3.0% | $4.52万 | 加仓 |
| META | META PLATFORMS INC | $158.08万 | 0.11% | 2,712 | -621 | -18.6% | -$36.20万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $159.32万 | 0.11% | 16,700 | -1,244 | -6.9% | -$11.87万 | 减仓 |
| TLT | ISHARES TR | $159.61万 | 0.11% | 18,666 | 73 | 0.4% | $6,242 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $160.08万 | 0.11% | 31,315 | -11,633 | -27.1% | -$59.47万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $160.08万 | 0.11% | 5,095 | -143 | -2.7% | -$4.49万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $161.12万 | 0.11% | 24,174 | -644 | -2.6% | -$4.29万 | 减仓 |
| PNR | PENTAIR PLC | $161.66万 | 0.11% | 21,072 | -1,113 | -5.0% | -$8.54万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $163.68万 | 0.11% | 7,468 | 123 | 1.7% | $2.70万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $165.71万 | 0.11% | 1,623 | 64 | 4.1% | $6.53万 | 加仓 |
| MS | MORGAN STANLEY | $166.97万 | 0.11% | 7,805 | 63 | 0.8% | $1.35万 | 加仓 |
| V | VISA INC | $167.30万 | 0.11% | 4,620 | 306 | 7.1% | $11.08万 | 加仓 |
| IWX | ISHARES TR | $169.21万 | 0.11% | 15,748 | -1,097 | -6.5% | -$11.79万 | 减仓 |
| RTX | RTX CORPORATION | $172.70万 | 0.12% | 8,667 | -73 | -0.8% | -$1.45万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $183.33万 | 0.12% | 10,058 | -1,304 | -11.5% | -$23.77万 | 减仓 |
| VO | VANGUARD INDEX FDS | $185.17万 | 0.12% | 23,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $185.55万 | 0.12% | 4,716 | 97 | 2.1% | $3.82万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $187.66万 | 0.13% | 37,819 | 16,628 | 78.5% | $82.51万 | 加仓 |
| VV | VANGUARD INDEX FDS | $189.14万 | 0.13% | 5,515 | -234 | -4.1% | -$8.03万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $193.24万 | 0.13% | 32,319 | -512 | -1.6% | -$3.06万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $194.00万 | 0.13% | 23,795 | 986 | 4.3% | $8.04万 | 加仓 |
| GNMA | ISHARES TR | $194.59万 | 0.13% | 44,170 | 15,346 | 53.2% | $67.61万 | 加仓 |
| TFI | SPDR SERIES TRUST | $194.90万 | 0.13% | 42,619 | -811 | -1.9% | -$3.71万 | 减仓 |
| SUSL | ISHARES TR | $205.02万 | 0.14% | 15,502 | -240 | -1.5% | -$3.17万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $205.88万 | 0.14% | 7,548 | -162 | -2.1% | -$4.42万 | 减仓 |
| PEP | PEPSICO INC | $211.40万 | 0.14% | 14,658 | -775 | -5.0% | -$11.18万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $212.50万 | 0.14% | 38,742 | -2,323 | -5.7% | -$12.74万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $212.57万 | 0.14% | 42,875 | 11,826 | 38.1% | $58.63万 | 加仓 |
| QDF | FLEXSHARES TR | $216.08万 | 0.14% | 24,136 | -49,456 | -67.2% | -$442.76万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $220.34万 | 0.15% | 5,180 | 1,337 | 34.8% | $56.87万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $222.62万 | 0.15% | 26,761 | -3,144 | -10.5% | -$26.15万 | 减仓 |
| SYSB | ISHARES TR | $222.77万 | 0.15% | 25,222 | -11,449 | -31.2% | -$101.12万 | 减仓 |
| BAC | BANK OF AMER CORP | $225.78万 | 0.15% | 38,443 | 788 | 2.1% | $4.63万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $226.12万 | 0.15% | 48,597 | 290 | 0.6% | $1.35万 | 加仓 |
| CSCO | CISCO SYS INC | $226.38万 | 0.15% | 20,089 | -160 | -0.8% | -$1.80万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $231.30万 | 0.15% | 9,547 | 219 | 2.3% | $5.31万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $231.57万 | 0.15% | 12,059 | -277 | -2.2% | -$5.32万 | 减仓 |
| MCD | MCDONALDS CORP | $231.83万 | 0.15% | 8,261 | -352 | -4.1% | -$9.88万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $232.89万 | 0.16% | 3,127 | 196 | 6.7% | $14.60万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $238.16万 | 0.16% | 57,729 | 1,153 | 2.0% | $4.76万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $239.47万 | 0.16% | 10,036 | 256 | 2.6% | $6.11万 | 加仓 |
| EMR | EMERSON ELEC CO | $242.06万 | 0.16% | 17,408 | -481 | -2.7% | -$6.69万 | 减仓 |
| MTUM | ISHARES TR | $243.00万 | 0.16% | 7,677 | -97 | -1.2% | -$3.07万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $243.14万 | 0.16% | 6,898 | -265 | -3.7% | -$9.34万 | 减仓 |
| SPGI | S&P GLOBAL INC | $246.12万 | 0.16% | 5,595 | -77 | -1.4% | -$3.39万 | 减仓 |
| TIP | ISHARES TR | $246.29万 | 0.16% | 22,735 | 1,213 | 5.6% | $13.14万 | 加仓 |
| LOW | LOWES COS INC | $248.77万 | 0.17% | 10,935 | -402 | -3.5% | -$9.15万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $250.80万 | 0.17% | 98,664 | 36,927 | 59.8% | $93.87万 | 加仓 |
| QQQ | INVESCO QQQ TR | $251.90万 | 0.17% | 3,535 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $255.70万 | 0.17% | 8,892 | 6,424 | 260.3% | $184.73万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $259.65万 | 0.17% | 6,951 | -50 | -0.7% | -$1.87万 | 减仓 |
| DOV | DOVER CORP | $260.75万 | 0.17% | 12,201 | -96 | -0.8% | -$2.05万 | 减仓 |
| AMAT | APPLIED MATLS INC | $262.38万 | 0.17% | 4,351 | 16 | 0.4% | $9,649 | 加仓 |
| CAT | CATERPILLAR INC | $262.42万 | 0.17% | 2,724 | 4 | 0.1% | $3,853 | 加仓 |
| MRSK | NORTHERN LIGHTS FD TR | $266.81万 | 0.18% | 68,996 | -14,785 | -17.6% | -$57.17万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $268.12万 | 0.18% | 71,290 | -4,945 | -6.5% | -$18.60万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $268.20万 | 0.18% | 17,173 | 416 | 2.5% | $6.50万 | 加仓 |
| SMMU | PIMCO ETF TR | $286.24万 | 0.19% | 56,772 | -191 | -0.3% | -$9,630 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $287.35万 | 0.19% | 9,925 | -339 | -3.3% | -$9.81万 | 减仓 |
| C | CITIGROUP INC | $289.19万 | 0.19% | 20,661 | 65 | 0.3% | $9,098 | 加仓 |
| CAH | CARDINAL HEALTH INC | $304.24万 | 0.20% | 12,733 | -407 | -3.1% | -$9.72万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $304.53万 | 0.20% | 34,473 | -162 | -0.5% | -$1.43万 | 减仓 |
| AVMC | AMERICAN CENTY ETF TR | $309.73万 | 0.21% | 38,813 | 1,073 | 2.8% | $8.56万 | 加仓 |
| EFV | ISHARES TR | $309.95万 | 0.21% | 39,814 | -138,851 | -77.7% | -$1,080.96万 | 减仓 |
| NUE | NUCOR CORP | $321.48万 | 0.21% | 14,563 | -371 | -2.5% | -$8.19万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $325.78万 | 0.22% | 82,727 | -2,221 | -2.6% | -$8.75万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $332.03万 | 0.22% | 47,719 | -2,095 | -4.2% | -$14.58万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $334.35万 | 0.22% | 11,395 | -160 | -1.4% | -$4.69万 | 减仓 |
| MUB | ISHARES TR | $336.74万 | 0.22% | 31,325 | -617 | -1.9% | -$6.63万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $337.55万 | 0.23% | 64,752 | -90,371 | -58.3% | -$471.10万 | 减仓 |
| CB | CHUBB LIMITED | $340.29万 | 0.23% | 9,422 | -173 | -1.8% | -$6.25万 | 减仓 |
| MRK | MERCK & CO INC | $342.91万 | 0.23% | 26,467 | -13 | -0.0% | -$1,684 | 减仓 |
| AMGN | AMGEN INC | $346.13万 | 0.23% | 9,251 | -122 | -1.3% | -$4.56万 | 减仓 |
| AFL | AFLAC INC | $347.58万 | 0.23% | 28,754 | -463 | -1.6% | -$5.60万 | 减仓 |
| IEF | ISHARES TR | $354.34万 | 0.24% | 37,648 | 37,648 | — | $354.34万 | 新建仓 |
| LIN | LINDE PLC | $357.40万 | 0.24% | 6,556 | -125 | -1.9% | -$6.81万 | 减仓 |
| AMZN | AMAZON COM INC | $359.90万 | 0.24% | 14,831 | -1,083 | -6.8% | -$26.28万 | 减仓 |
| CTAS | CINTAS CORP | $369.02万 | 0.25% | 20,346 | -515 | -2.5% | -$9.34万 | 减仓 |
| ICSH | ISHARES TR | $375.13万 | 0.25% | 74,372 | 13,508 | 22.2% | $68.13万 | 加仓 |
| GOOGL | ALPHABET INC | $378.52万 | 0.25% | 10,517 | 335 | 3.3% | $12.06万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $388.07万 | 0.26% | 5,667 | 944 | 20.0% | $64.64万 | 加仓 |
| KO | COCA COLA CO | $393.54万 | 0.26% | 46,772 | -386 | -0.8% | -$3.25万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $394.14万 | 0.26% | 7,762 | -502 | -6.1% | -$25.49万 | 减仓 |
| IWO | ISHARES TR | $394.59万 | 0.26% | 10,202 | -106 | -1.0% | -$4.10万 | 减仓 |
| IJK | ISHARES TR | $419.23万 | 0.28% | 36,413 | -632 | -1.7% | -$7.28万 | 减仓 |
| GLDM | WORLD GOLD TR | $419.39万 | 0.28% | 51,434 | -5,086 | -9.0% | -$41.47万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $426.95万 | 0.28% | 28,198 | -413 | -1.4% | -$6.25万 | 减仓 |
| STIP | ISHARES TR | $431.71万 | 0.29% | 42,646 | 12,747 | 42.6% | $129.04万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $453.82万 | 0.30% | 12,307 | 11 | 0.1% | $4,056 | 加仓 |