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 |
|---|---|---|---|---|---|---|---|---|
| IJJ | ISHARES TR | $476.46万 | 0.32% | 32,465 | -460 | -1.4% | -$6.75万 | 减仓 |
| GWW | WW GRAINGER INC | $485.49万 | 0.32% | 3,615 | -47 | -1.3% | -$6.31万 | 减仓 |
| IVE | ISHARES TR | $524.69万 | 0.35% | 22,793 | -11,915 | -34.3% | -$274.28万 | 减仓 |
| EFA | ISHARES TR | $533.84万 | 0.36% | 51,149 | -938 | -1.8% | -$9.79万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $539.72万 | 0.36% | 58,386 | -44,927 | -43.5% | -$415.31万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $558.11万 | 0.37% | 98,000 | 37,453 | 61.9% | $213.29万 | 加仓 |
| ITOT | ISHARES TR | $563.46万 | 0.38% | 34,408 | -202 | -0.6% | -$3.31万 | 减仓 |
| WMT | WALMART INC | $565.79万 | 0.38% | 50,589 | 301 | 0.6% | $3.37万 | 加仓 |
| MSFT | MICROSOFT CORP | $573.44万 | 0.38% | 14,685 | 749 | 5.4% | $29.25万 | 加仓 |
| — | EXXON MOBIL CORP | $578.85万 | 0.39% | 42,224 | -98 | -0.2% | -$1.34万 | 减仓 |
| LLY | ELI LILLY & CO | $587.28万 | 0.39% | 4,838 | 97 | 2.0% | $11.77万 | 加仓 |
| QUAL | ISHARES TR | $612.87万 | 0.41% | 28,058 | -60,231 | -68.2% | -$1,315.63万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $614.19万 | 0.41% | 123,207 | -3,300 | -2.6% | -$16.45万 | 减仓 |
| EFG | ISHARES TR | $614.85万 | 0.41% | 49,733 | -3,451 | -6.5% | -$42.66万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $615.06万 | 0.41% | 18,389 | -10 | -0.1% | -$3,345 | 减仓 |
| BIDD | BLACKROCK ETF TRUST | $616.25万 | 0.41% | 207,490 | -48,533 | -19.0% | -$144.14万 | 减仓 |
| OEF | ISHARES TR | $619.04万 | 0.41% | 16,910 | 282 | 1.7% | $10.32万 | 加仓 |
| DVYE | ISHARES INC | $625.91万 | 0.42% | 194,623 | -66,923 | -25.6% | -$215.22万 | 减仓 |
| ABBV | ABBVIE INC | $631.14万 | 0.42% | 24,175 | -361 | -1.5% | -$9.42万 | 减仓 |
| IEFA | ISHARES TR | $654.78万 | 0.44% | 67,295 | 293 | 0.4% | $2.85万 | 加仓 |
| IJR | ISHARES TR | $701.59万 | 0.47% | 47,896 | -919 | -1.9% | -$13.46万 | 减仓 |
| NANR | SPDR INDEX SHS FDS | $720.30万 | 0.48% | 94,701 | -504 | -0.5% | -$3.83万 | 减仓 |
| IYW | ISHARES TR | $751.96万 | 0.50% | 30,884 | -2,213 | -6.7% | -$53.88万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $758.59万 | 0.51% | 158,867 | 3,810 | 2.5% | $18.19万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $764.45万 | 0.51% | 29,062 | -125 | -0.4% | -$3.29万 | 减仓 |
| ESGU | ISHARES TR | $796.13万 | 0.53% | 48,723 | 85 | 0.2% | $1.39万 | 加仓 |
| AGG | ISHARES TR | $860.43万 | 0.57% | 87,256 | -5,560 | -6.0% | -$54.83万 | 减仓 |
| IEMG | ISHARES INC | $877.23万 | 0.58% | 109,873 | -25,037 | -18.6% | -$199.90万 | 减仓 |
| XT | ISHARES TR | $898.36万 | 0.60% | 109,236 | -997 | -0.9% | -$8.20万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $956.84万 | 0.64% | 198,349 | -6,121 | -3.0% | -$29.53万 | 减仓 |
| AVGO | BROADCOM INC | $984.93万 | 0.66% | 27,325 | 352 | 1.3% | $12.69万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $985.67万 | 0.66% | 50,591 | 1,140 | 2.3% | $22.21万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1,024.52万 | 0.68% | 240,273 | -150,708 | -38.5% | -$642.62万 | 减仓 |
| NOBL | PROSHARES TR | $1,094.90万 | 0.73% | 189,724 | 798 | 0.4% | $4.61万 | 加仓 |
| SHLD | GLOBAL X FDS | $1,116.42万 | 0.74% | 174,549 | -5,208 | -2.9% | -$33.31万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,164.92万 | 0.78% | 280,164 | 6,536 | 2.4% | $27.18万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,174.45万 | 0.78% | 143,910 | 3,391 | 2.4% | $27.67万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,177.19万 | 0.79% | 240,488 | -7,061 | -2.9% | -$34.56万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,242.49万 | 0.83% | 539,041 | -60,707 | -10.1% | -$139.93万 | 减仓 |
| IEI | ISHARES TR | $1,294.24万 | 0.86% | 110,515 | -5,285 | -4.6% | -$61.89万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,346.63万 | 0.90% | 89,281 | -40,877 | -31.4% | -$616.55万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $1,354.68万 | 0.90% | 521,233 | -264,221 | -33.6% | -$686.71万 | 减仓 |
| ACWX | ISHARES TR | $1,362.79万 | 0.91% | 181,150 | 29,895 | 19.8% | $224.90万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,366.76万 | 0.91% | 186,946 | 54,044 | 40.7% | $395.12万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,369.37万 | 0.91% | 231,939 | 48,660 | 26.5% | $287.29万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $1,447.19万 | 0.97% | 515,750 | 515,750 | — | $1,447.19万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,512.28万 | 1.01% | 257,190 | 66,123 | 34.6% | $388.80万 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $1,628.78万 | 1.09% | 325,235 | 33,497 | 11.5% | $167.75万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,662.88万 | 1.11% | 353,805 | -121,267 | -25.5% | -$569.95万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,679.78万 | 1.12% | 432,486 | -2,104 | -0.5% | -$8.17万 | 减仓 |
| MBB | ISHARES TR | $1,743.35万 | 1.16% | 185,207 | -998 | -0.5% | -$9.39万 | 减仓 |
| GOVT | ISHARES TR | $1,859.79万 | 1.24% | 819,652 | 19,886 | 2.5% | $45.12万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,979.77万 | 1.32% | 360,811 | -6,537 | -1.8% | -$35.87万 | 减仓 |
| AAPL | APPLE INC | $2,033.63万 | 1.36% | 65,892 | -365 | -0.6% | -$11.27万 | 减仓 |
| SGOV | ISHARES TR | $2,169.60万 | 1.45% | 216,009 | 989 | 0.5% | $9.93万 | 加仓 |
| IUSB | ISHARES TR | $2,208.56万 | 1.47% | 480,540 | 110,403 | 29.8% | $507.41万 | 加仓 |
| IVW | ISHARES TR | $2,210.03万 | 1.47% | 163,210 | -4,415 | -2.6% | -$59.78万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,297.15万 | 1.53% | 544,478 | 15,956 | 3.0% | $67.32万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $2,313.14万 | 1.54% | 644,329 | 12,691 | 2.0% | $45.56万 | 加仓 |
| IJH | ISHARES TR | $2,755.91万 | 1.84% | 362,191 | 55,686 | 18.2% | $423.71万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,859.65万 | 1.91% | 646,249 | -1,272 | -0.2% | -$5.63万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,933.66万 | 1.96% | 414,301 | 83,734 | 25.3% | $592.92万 | 加仓 |
| IVV | ISHARES TR | $3,152.79万 | 2.10% | 42,125 | -357 | -0.8% | -$26.72万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $3,579.21万 | 2.39% | 533,175 | -56,640 | -9.6% | -$380.22万 | 减仓 |
| IWD | ISHARES TR | $4,099.78万 | 2.73% | 166,111 | -11,960 | -6.7% | -$295.18万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $5,576.22万 | 3.72% | 652,189 | 7,561 | 1.2% | $64.65万 | 加仓 |
| PTLC | PACER FDS TR | $1.18亿 | 7.88% | 2,031,377 | -3,166 | -0.2% | -$18.41万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1.31亿 | 8.71% | 1,490,244 | 380,006 | 34.2% | $3,331.51万 | 加仓 |