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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $538.50万 | 0.37% | 34,610 | -149 | -0.4% | -$2.32万 | 减仓 |
| GLDM | WORLD GOLD TR | $542.82万 | 0.37% | 56,520 | -104,170 | -64.8% | -$1,000.45万 | 减仓 |
| EFA | ISHARES TR | $543.37万 | 0.37% | 52,087 | -1,548 | -2.9% | -$16.15万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $570.90万 | 0.39% | 18,399 | 870 | 5.0% | $27.00万 | 加仓 |
| OEF | ISHARES TR | $581.51万 | 0.40% | 16,628 | -30,817 | -65.0% | -$1,077.73万 | 减仓 |
| MSFT | MICROSOFT CORP | $589.20万 | 0.41% | 13,936 | -1,320 | -8.7% | -$55.81万 | 减仓 |
| — | EXXON MOBIL CORP | $619.76万 | 0.43% | 42,322 | -447 | -1.0% | -$6.55万 | 减仓 |
| QDF | FLEXSHARES TR | $625.97万 | 0.43% | 73,592 | -6,249 | -7.8% | -$53.15万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $629.37万 | 0.43% | 126,507 | -14,238 | -10.1% | -$70.83万 | 减仓 |
| WMT | WALMART INC | $641.17万 | 0.44% | 50,288 | 401 | 0.8% | $5.11万 | 加仓 |
| EFG | ISHARES TR | $650.76万 | 0.45% | 53,184 | -9,198 | -14.7% | -$112.55万 | 减仓 |
| IEFA | ISHARES TR | $653.20万 | 0.45% | 67,002 | -5,818 | -8.0% | -$56.72万 | 减仓 |
| IJR | ISHARES TR | $660.91万 | 0.46% | 48,815 | -10,687 | -18.0% | -$144.69万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $683.50万 | 0.47% | 29,187 | 250 | 0.9% | $5.85万 | 加仓 |
| IYW | ISHARES TR | $695.27万 | 0.48% | 33,097 | -1,380 | -4.0% | -$28.99万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $747.53万 | 0.51% | 155,057 | 4,371 | 2.9% | $21.07万 | 加仓 |
| ESGU | ISHARES TR | $751.02万 | 0.52% | 48,638 | -1,170 | -2.3% | -$18.07万 | 减仓 |
| IVE | ISHARES TR | $766.66万 | 0.53% | 34,708 | -6,600 | -16.0% | -$145.79万 | 减仓 |
| BIDD | BLACKROCK ETF TRUST | $790.86万 | 0.54% | 256,023 | -7,869 | -3.0% | -$24.31万 | 减仓 |
| NANR | SPDR INDEX SHS FDS | $794.20万 | 0.55% | 95,205 | -2,587 | -2.6% | -$21.58万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $814.55万 | 0.56% | 155,123 | -89,997 | -36.7% | -$472.57万 | 减仓 |
| XT | ISHARES TR | $825.87万 | 0.57% | 110,233 | -86 | -0.1% | -$6,443 | 减仓 |
| AGG | ISHARES TR | $926.77万 | 0.64% | 92,816 | -18,056 | -16.3% | -$180.29万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $928.89万 | 0.64% | 103,313 | 10,978 | 11.9% | $98.70万 | 加仓 |
| DVYE | ISHARES INC | $935.55万 | 0.64% | 261,546 | -62,192 | -19.2% | -$222.46万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $984.27万 | 0.68% | 132,902 | 57,883 | 77.2% | $428.68万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $988.20万 | 0.68% | 204,470 | 82,212 | 67.2% | $397.33万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $997.33万 | 0.69% | 49,451 | 1,907 | 4.0% | $38.46万 | 加仓 |
| NOBL | PROSHARES TR | $1,027.85万 | 0.71% | 94,463 | -5,145 | -5.2% | -$55.98万 | 减仓 |
| IEMG | ISHARES INC | $1,053.65万 | 0.73% | 134,910 | -182,689 | -57.5% | -$1,426.80万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,084.65万 | 0.75% | 183,279 | 29,080 | 18.9% | $172.10万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,087.76万 | 0.75% | 140,519 | 13,466 | 10.6% | $104.24万 | 加仓 |
| AVGO | BROADCOM INC | $1,096.56万 | 0.76% | 26,973 | -25 | -0.1% | -$1.02万 | 减仓 |
| ACWX | ISHARES TR | $1,126.40万 | 0.78% | 151,255 | 151,255 | — | $1,126.40万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,138.23万 | 0.78% | 247,549 | 10,743 | 4.5% | $49.40万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,141.58万 | 0.79% | 273,628 | 75,877 | 38.4% | $316.56万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,141.82万 | 0.79% | 191,067 | 101,774 | 114.0% | $608.20万 | 加仓 |
| SHLD | GLOBAL X FDS | $1,318.52万 | 0.91% | 179,757 | 72,281 | 67.3% | $530.18万 | 加仓 |
| IEI | ISHARES TR | $1,378.25万 | 0.95% | 115,800 | -28,334 | -19.7% | -$337.23万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,401.01万 | 0.96% | 599,748 | -33,954 | -5.4% | -$79.32万 | 减仓 |
| EFV | ISHARES TR | $1,404.49万 | 0.97% | 178,665 | -98,234 | -35.5% | -$772.22万 | 减仓 |
| BRTR | BLACKROCK ETF TRUST II | $1,478.24万 | 1.02% | 291,738 | 11,332 | 4.0% | $57.42万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1,563.92万 | 1.08% | 390,981 | 4,279 | 1.1% | $17.12万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,645.36万 | 1.13% | 434,590 | 3,173 | 0.7% | $12.01万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,669.93万 | 1.15% | 130,158 | 256 | 0.2% | $3.28万 | 加仓 |
| IUSB | ISHARES TR | $1,722.25万 | 1.19% | 370,137 | -70 | -0.0% | -$3,257 | 减仓 |
| MBB | ISHARES TR | $1,779.19万 | 1.23% | 186,205 | -1,302 | -0.7% | -$12.44万 | 减仓 |
| AAPL | APPLE INC | $1,790.47万 | 1.23% | 66,257 | 1,254 | 1.9% | $33.89万 | 加仓 |
| QUAL | ISHARES TR | $1,826.88万 | 1.26% | 88,289 | -7,704 | -8.0% | -$159.41万 | 减仓 |
| GOVT | ISHARES TR | $1,838.66万 | 1.27% | 799,766 | 732,464 | 1,088.3% | $1,683.93万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,939.24万 | 1.34% | 475,072 | -1,207 | -0.3% | -$4.93万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2,041.35万 | 1.41% | 367,348 | -60,256 | -14.1% | -$334.84万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $2,076.74万 | 1.43% | 785,454 | -22,500 | -2.8% | -$59.49万 | 减仓 |
| IVW | ISHARES TR | $2,150.96万 | 1.48% | 167,625 | -4,895 | -2.8% | -$62.81万 | 减仓 |
| SGOV | ISHARES TR | $2,162.24万 | 1.49% | 215,020 | 17,390 | 8.8% | $174.87万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $2,203.15万 | 1.52% | 631,638 | 631,638 | — | $2,203.15万 | 新建仓 |
| IJH | ISHARES TR | $2,234.42万 | 1.54% | 306,505 | -5,280 | -1.7% | -$38.49万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,256.26万 | 1.55% | 528,522 | 26,490 | 5.3% | $113.09万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,301.74万 | 1.58% | 330,567 | 37,299 | 12.7% | $259.71万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,725.42万 | 1.88% | 647,521 | 58,616 | 10.0% | $246.71万 | 加仓 |
| IVV | ISHARES TR | $3,030.50万 | 2.09% | 42,482 | -6,886 | -13.9% | -$491.22万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $3,757.12万 | 2.59% | 589,815 | -103,813 | -15.0% | -$661.29万 | 减仓 |
| IWD | ISHARES TR | $4,044.87万 | 2.79% | 178,071 | -7,287 | -3.9% | -$165.52万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $5,306.58万 | 3.65% | 107,438 | 1,702 | 1.6% | $84.07万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $9,279.37万 | 6.39% | 1,110,238 | 285,760 | 34.7% | $2,388.38万 | 加仓 |
| PTLC | PACER FDS TR | $1.12亿 | 7.75% | 2,034,543 | -34,888 | -1.7% | -$192.90万 | 减仓 |