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 |
|---|---|---|---|---|---|---|---|---|
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -31,200 | -100.0% | -$156.66万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,470 | -100.0% | -$34.33万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -750 | -100.0% | -$33.44万 | 清仓 |
| SCZ | ISHARES TR | $0 | 0.00% | 0 | -3,777 | -100.0% | -$32.18万 | 清仓 |
| HYMB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -10,712 | -100.0% | -$26.98万 | 清仓 |
| IEV | ISHARES TR | $0 | 0.00% | 0 | -3,177 | -100.0% | -$23.27万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -717 | -100.0% | -$22.04万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -439 | -100.0% | -$21.42万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -603 | -100.0% | -$21.13万 | 清仓 |
| — | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -4,000 | -100.0% | -$20.28万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -137 | -100.0% | -$20.12万 | 清仓 |
| — | HUMACYTE INC | $1.06万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | BIOMEA FUSION INC | $2.23万 | 0.00% | 15,818 | 0 | 0.0% | — | 不变 |
| — | ESPERION THERAPEUTICS INC NE | $7.76万 | 0.01% | 24,551 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $20.02万 | 0.01% | 816 | 816 | — | $20.02万 | 新建仓 |
| SNDK | SANDISK CORP | $20.07万 | 0.01% | 115 | 115 | — | $20.07万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $20.34万 | 0.01% | 2,733 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $20.35万 | 0.01% | 5,964 | 5,964 | — | $20.35万 | 新建仓 |
| EAGG | ISHARES TR | $21.13万 | 0.01% | 4,476 | 4,476 | — | $21.13万 | 新建仓 |
| IFRA | ISHARES TR | $21.20万 | 0.01% | 3,406 | -334 | -8.9% | -$2.08万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $21.73万 | 0.01% | 4,922 | 8 | 0.2% | $353 | 加仓 |
| ALB | ALBEMARLE CORP | $21.77万 | 0.01% | 1,606 | -279 | -14.8% | -$3.78万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $21.80万 | 0.01% | 1,258 | 20 | 1.6% | $3,466 | 加仓 |
| INTU | INTUIT | $21.84万 | 0.01% | 793 | 450 | 131.2% | $12.39万 | 重新持有 |
| VWOB | VANGUARD WHITEHALL FDS | $22.36万 | 0.01% | 3,337 | -1,624 | -32.7% | -$10.88万 | 减仓 |
| TBIL | RBB FD INC | $22.45万 | 0.01% | 4,500 | -1,500 | -25.0% | -$7.48万 | 减仓 |
| RPM | RPM INTL INC | $22.63万 | 0.02% | 2,027 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $22.87万 | 0.02% | 1,617 | -38 | -2.3% | -$5,374 | 减仓 |
| SUSC | ISHARES TR | $23.18万 | 0.02% | 10,046 | -1,149 | -10.3% | -$2.65万 | 减仓 |
| ES | EVERSOURCE ENERGY | $23.43万 | 0.02% | 3,147 | 46 | 1.5% | $3,424 | 加仓 |
| DTE | DTE ENERGY CO | $23.63万 | 0.02% | 1,534 | 40 | 2.7% | $6,162 | 加仓 |
| DIVB | ISHARES TR | $24.40万 | 0.02% | 3,849 | -54 | -1.4% | -$3,423 | 减仓 |
| GL | GLOBE LIFE INC | $24.44万 | 0.02% | 1,354 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $24.62万 | 0.02% | 1,496 | -84 | -5.3% | -$1.38万 | 减仓 |
| FDX | FEDEX CORP | $24.85万 | 0.02% | 794 | -19 | -2.3% | -$5,947 | 减仓 |
| OKE | ONEOK INC NEW | $25.09万 | 0.02% | 2,857 | 21 | 0.7% | $1,844 | 加仓 |
| EMB | ISHARES TR | $25.24万 | 0.02% | 2,624 | -4,582 | -63.6% | -$44.08万 | 减仓 |
| NTRS | NORTHERN TR CORP | $25.45万 | 0.02% | 1,442 | -1 | -0.1% | -$176 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $25.52万 | 0.02% | 3,015 | 19 | 0.6% | $1,608 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $26.68万 | 0.02% | 486 | -81 | -14.3% | -$4.45万 | 减仓 |
| IBTJ | ISHARES TR | $26.76万 | 0.02% | 12,389 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $27.17万 | 0.02% | 2,793 | -557 | -16.6% | -$5.42万 | 减仓 |
| ITA | ISHARES TR | $27.21万 | 0.02% | 1,096 | -40 | -3.5% | -$9,931 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $27.25万 | 0.02% | 2,739 | -18 | -0.7% | -$1,791 | 减仓 |
| NWN | NORTHWEST NAT HLDG CO | $27.65万 | 0.02% | 5,560 | 0 | 0.0% | — | 不变 |
| IWL | ISHARES TR | $28.15万 | 0.02% | 1,526 | -204 | -11.8% | -$3.76万 | 减仓 |
| EVRG | EVERGY INC | $28.16万 | 0.02% | 3,195 | 59 | 1.9% | $5,200 | 加仓 |
| BLK | BLACKROCK INC | $28.28万 | 0.02% | 284 | -24 | -7.8% | -$2.39万 | 减仓 |
| ILCV | ISHARES TR | $28.43万 | 0.02% | 2,755 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $29.58万 | 0.02% | 1,503 | 13 | 0.9% | $2,558 | 加仓 |
| UGI | UGI CORP NEW | $30.21万 | 0.02% | 8,594 | -99 | -1.1% | -$3,480 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $30.50万 | 0.02% | 6,962 | 6,962 | — | $30.50万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $30.59万 | 0.02% | 1,778 | 31 | 1.8% | $5,333 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $30.71万 | 0.02% | 5,771 | 5,771 | — | $30.71万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $30.82万 | 0.02% | 757 | 14 | 1.9% | $5,701 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $30.89万 | 0.02% | 6,155 | -1,981 | -24.3% | -$9.94万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $30.93万 | 0.02% | 1,682 | 1,682 | — | $30.93万 | 新建仓 |
| IVLU | ISHARES TR | $31.12万 | 0.02% | 7,354 | -4,135 | -36.0% | -$17.50万 | 减仓 |
| IBTI | ISHARES TR | $31.66万 | 0.02% | 14,333 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $31.66万 | 0.02% | 2,421 | -78 | -3.1% | -$1.02万 | 减仓 |
| IJT | ISHARES TR | $32.06万 | 0.02% | 1,823 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $32.16万 | 0.02% | 2,706 | 12 | 0.4% | $1,426 | 加仓 |
| OVV | OVINTIV INC | $32.81万 | 0.02% | 6,196 | 83 | 1.4% | $4,396 | 加仓 |
| VLO | VALERO ENERGY CORP | $33.10万 | 0.02% | 1,236 | 11 | 0.9% | $2,945 | 加仓 |
| EIX | EDISON INTL | $33.74万 | 0.02% | 4,460 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $33.95万 | 0.02% | 1,989 | -3 | -0.2% | -$512 | 减仓 |
| PPG | PPG INDS INC | $34.32万 | 0.02% | 2,738 | -169 | -5.8% | -$2.12万 | 减仓 |
| SYK | STRYKER CORPORATION | $34.65万 | 0.02% | 1,061 | -102 | -8.8% | -$3.33万 | 减仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $34.74万 | 0.02% | 7,669 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $34.85万 | 0.02% | 2,968 | -10,051 | -77.2% | -$118.03万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $34.90万 | 0.02% | 4,399 | -1 | -0.0% | -$79 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $35.37万 | 0.02% | 1,005 | 14 | 1.4% | $4,927 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $35.51万 | 0.02% | 5,847 | -19,985 | -77.4% | -$121.37万 | 减仓 |
| O | REALTY INCOME CORP | $35.71万 | 0.02% | 5,594 | -242 | -4.1% | -$1.54万 | 减仓 |
| XONE | BONDBLOXX ETF TRUST | $35.75万 | 0.02% | 7,255 | -6,496 | -47.2% | -$32.01万 | 减仓 |
| DIS | DISNEY WALT CO | $35.93万 | 0.02% | 3,611 | 377 | 11.7% | $3.75万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $36.09万 | 0.02% | 440 | 7 | 1.6% | $5,741 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $37.26万 | 0.02% | 8,755 | 713 | 8.9% | $3.03万 | 加仓 |
| UNP | UNION PAC CORP | $37.65万 | 0.03% | 1,334 | 6 | 0.5% | $1,694 | 加仓 |
| ESGV | VANGUARD WORLD FD | $37.67万 | 0.03% | 2,856 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $37.91万 | 0.03% | 1,997 | -2 | -0.1% | -$380 | 减仓 |
| IBTH | ISHARES TR | $38.23万 | 0.03% | 17,128 | -108 | -0.6% | -$2,411 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $38.69万 | 0.03% | 12,183 | 12,183 | — | $38.69万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $38.79万 | 0.03% | 2,148 | 2,148 | — | $38.79万 | 新建仓 |
| IBTG | ISHARES TR | $38.92万 | 0.03% | 17,047 | -141 | -0.8% | -$3,219 | 减仓 |
| IAU | ISHARES GOLD TR | $38.94万 | 0.03% | 5,024 | 387 | 8.3% | $3.00万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $39.25万 | 0.03% | 16,672 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $39.59万 | 0.03% | 2,476 | 13 | 0.5% | $2,079 | 加仓 |
| PFE | PFIZER INC | $39.91万 | 0.03% | 16,411 | -4,787 | -22.6% | -$11.64万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $40.06万 | 0.03% | 416 | 2 | 0.5% | $1,926 | 加仓 |
| GEV | GE VERNOVA INC | $41.07万 | 0.03% | 369 | 33 | 9.8% | $3.67万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $41.24万 | 0.03% | 3,617 | -171 | -4.5% | -$1.95万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $41.67万 | 0.03% | 2,636 | -88 | -3.2% | -$1.39万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $41.80万 | 0.03% | 17,570 | -4,188 | -19.2% | -$9.96万 | 减仓 |
| YUM | YUM BRANDS INC | $41.91万 | 0.03% | 2,544 | 18 | 0.7% | $2,965 | 加仓 |
| ETN | EATON CORP PLC | $41.92万 | 0.03% | 1,052 | 21 | 2.0% | $8,369 | 加仓 |
| SMDV | PROSHARES TR | $42.16万 | 0.03% | 5,475 | -182 | -3.2% | -$1.40万 | 减仓 |
| MKC | MCCORMICK & CO INC | $42.26万 | 0.03% | 7,906 | -2,279 | -22.4% | -$12.18万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $42.58万 | 0.03% | 1,932 | -7 | -0.4% | -$1,543 | 减仓 |
| SHEL | SHELL PLC | $43.09万 | 0.03% | 5,523 | 0 | 0.0% | — | 不变 |