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 |
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC | $285.38万 | 0.20% | 11,337 | -39 | -0.3% | -$9,817 | 减仓 |
| CAH | CARDINAL HEALTH INC | $281.18万 | 0.19% | 13,140 | -180 | -1.4% | -$3.85万 | 减仓 |
| C | CITIGROUP INC | $272.24万 | 0.19% | 20,596 | 79 | 0.4% | $1.04万 | 加仓 |
| DOV | DOVER CORP | $269.39万 | 0.19% | 12,297 | -85 | -0.7% | -$1.86万 | 减仓 |
| MCD | MCDONALDS CORP | $268.17万 | 0.18% | 8,613 | -14 | -0.2% | -$4,359 | 减仓 |
| EMR | EMERSON ELEC CO | $261.81万 | 0.18% | 17,889 | -260 | -1.4% | -$3.81万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $260.16万 | 0.18% | 10,264 | -346 | -3.3% | -$8.77万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $252.77万 | 0.17% | 16,757 | 634 | 3.9% | $9.56万 | 加仓 |
| SPGI | S&P GLOBAL INC | $251.03万 | 0.17% | 5,672 | -491 | -8.0% | -$21.73万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $247.52万 | 0.17% | 7,163 | -150 | -2.1% | -$5.18万 | 减仓 |
| PEP | PEPSICO INC | $243.33万 | 0.17% | 15,433 | -133 | -0.9% | -$2.10万 | 减仓 |
| TIP | ISHARES TR | $239.93万 | 0.17% | 21,522 | -5,610 | -20.7% | -$62.54万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $238.58万 | 0.16% | 56,576 | 2,635 | 4.9% | $11.11万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $235.44万 | 0.16% | 7,001 | -3 | -0.0% | -$1,009 | 减仓 |
| META | META PLATFORMS INC | $229.49万 | 0.16% | 3,333 | 688 | 26.0% | $47.37万 | 加仓 |
| QQQ | INVESCO QQQ TR | $229.37万 | 0.16% | 3,535 | -79 | -2.2% | -$5.13万 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $224.23万 | 0.15% | 29,905 | 1,838 | 6.5% | $13.78万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $222.45万 | 0.15% | 9,780 | 1,760 | 21.9% | $40.03万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $220.58万 | 0.15% | 42,948 | -14 | -0.0% | -$719 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $216.32万 | 0.15% | 48,307 | 9,123 | 23.3% | $40.85万 | 加仓 |
| CAT | CATERPILLAR INC | $216.11万 | 0.15% | 2,720 | 20 | 0.7% | $1.59万 | 加仓 |
| MTUM | ISHARES TR | $213.37万 | 0.15% | 7,774 | -190 | -2.4% | -$5.21万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $209.91万 | 0.14% | 7,710 | -31 | -0.4% | -$8,440 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $209.14万 | 0.14% | 41,065 | -33,246 | -44.7% | -$169.32万 | 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 |
| CINF | CINCINNATI FINL CORP | $205.79万 | 0.14% | 12,336 | -240 | -1.9% | -$4.00万 | 减仓 |
| BAC | BANK AMERICA CORP | $203.00万 | 0.14% | 37,655 | 260 | 0.7% | $1.40万 | 加仓 |
| PNR | PENTAIR PLC | $202.06万 | 0.14% | 22,185 | -77 | -0.3% | -$7,013 | 减仓 |
| TFI | SPDR SERIES TRUST | $198.74万 | 0.14% | 43,430 | -260 | -0.6% | -$1.19万 | 减仓 |
| SUSL | ISHARES TR | $196.29万 | 0.14% | 15,742 | -257 | -1.6% | -$3.20万 | 减仓 |
| VV | VANGUARD INDEX FDS | $187.73万 | 0.13% | 5,749 | -104 | -1.8% | -$3.40万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $187.00万 | 0.13% | 9,328 | -610 | -6.1% | -$12.23万 | 减仓 |
| TSLA | TESLA INC | $185.05万 | 0.13% | 4,619 | -562 | -10.8% | -$22.51万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $179.28万 | 0.12% | 11,362 | 7,671 | 207.8% | $121.04万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $176.73万 | 0.12% | 32,831 | 3,332 | 11.3% | $17.94万 | 加仓 |
| VO | VANGUARD INDEX FDS | $176.57万 | 0.12% | 5,750 | -117 | -2.0% | -$3.59万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $175.65万 | 0.12% | 22,809 | 14,763 | 183.5% | $113.69万 | 加仓 |
| CSCO | CISCO SYS INC | $174.65万 | 0.12% | 20,249 | 238 | 1.2% | $2.05万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $173.72万 | 0.12% | 17,944 | -488 | -2.6% | -$4.72万 | 减仓 |
| AMAT | APPLIED MATLS INC | $172.07万 | 0.12% | 4,335 | 94 | 2.2% | $3.73万 | 加仓 |
| RTX | RTX CORPORATION | $171.68万 | 0.12% | 8,740 | 134 | 1.6% | $2.63万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $167.99万 | 0.12% | 12,205 | 601 | 5.2% | $8.27万 | 加仓 |
| IWX | ISHARES TR | $165.30万 | 0.11% | 16,845 | -439 | -2.5% | -$4.31万 | 减仓 |
| TLT | ISHARES TR | $161.89万 | 0.11% | 18,593 | 1,177 | 6.8% | $10.25万 | 加仓 |
| IWB | ISHARES TR | $161.59万 | 0.11% | 4,155 | -327 | -7.3% | -$12.72万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $161.50万 | 0.11% | 61,737 | 61,737 | — | $161.50万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $158.64万 | 0.11% | 24,818 | -2,451 | -9.0% | -$15.67万 | 减仓 |
| IAGG | ISHARES TR | $156.66万 | 0.11% | 31,200 | -4,381 | -12.3% | -$22.00万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $155.74万 | 0.11% | 31,049 | 22,619 | 268.3% | $113.46万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $155.30万 | 0.11% | 25,832 | -282,315 | -91.6% | -$1,697.28万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $152.85万 | 0.11% | 5,238 | -243 | -4.4% | -$7.09万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $150.01万 | 0.10% | 7,345 | -268 | -3.5% | -$5.47万 | 减仓 |
| ORCL | ORACLE CORP | $148.15万 | 0.10% | 8,463 | -1,029 | -10.8% | -$18.01万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $147.28万 | 0.10% | 31,858 | 31,858 | — | $147.28万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $146.69万 | 0.10% | 10,761 | -685 | -6.0% | -$9.34万 | 减仓 |
| MS | MORGAN STANLEY | $146.18万 | 0.10% | 7,742 | 103 | 1.3% | $1.94万 | 加仓 |
| ICVT | ISHARES TR | $145.89万 | 0.10% | 13,019 | -4,471 | -25.6% | -$50.10万 | 减仓 |
| IGRO | ISHARES TR | $144.63万 | 0.10% | 16,315 | 4,580 | 39.0% | $40.60万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $144.36万 | 0.10% | 1,559 | -5 | -0.3% | -$4,630 | 减仓 |
| GOOG | ALPHABET INC | $142.96万 | 0.10% | 4,212 | 707 | 20.2% | $24.00万 | 加仓 |
| SYY | SYSCO CORP | $138.44万 | 0.10% | 18,151 | -420 | -2.3% | -$3.20万 | 减仓 |
| EMXC | ISHARES INC | $138.01万 | 0.10% | 15,393 | -2,355 | -13.3% | -$21.11万 | 减仓 |
| V | VISA INC | $136.76万 | 0.09% | 4,314 | 457 | 11.8% | $14.49万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $135.17万 | 0.09% | 10,558 | 112 | 1.1% | $1.43万 | 加仓 |
| USMV | ISHARES TR | $134.64万 | 0.09% | 14,194 | -685 | -4.6% | -$6.50万 | 减仓 |
| ECL | ECOLAB INC | $134.29万 | 0.09% | 4,887 | -33 | -0.7% | -$9,068 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $132.11万 | 0.09% | 26,901 | 478 | 1.8% | $2.35万 | 加仓 |
| — | NORTHERN LIGHTS FD TR | $129.09万 | 0.09% | 58,227 | 662 | 1.2% | $1.47万 | 加仓 |
| CME | CME GROUP INC | $129.07万 | 0.09% | 4,487 | 60 | 1.4% | $1.73万 | 加仓 |
| ADI | ANALOG DEVICES INC | $128.93万 | 0.09% | 3,471 | 69 | 2.0% | $2.56万 | 加仓 |
| GNMA | ISHARES TR | $128.90万 | 0.09% | 28,824 | 2,276 | 8.6% | $10.18万 | 加仓 |
| CVX | CHEVRON CORPORATION | $127.54万 | 0.09% | 6,932 | 219 | 3.3% | $4.03万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $126.69万 | 0.09% | 8,654 | 60 | 0.7% | $8,783 | 加仓 |
| EDGF | ADVISORS INNER CIRCLE FD II | $125.99万 | 0.09% | 50,782 | 588 | 1.2% | $1.46万 | 加仓 |
| IWF | ISHARES TR | $125.17万 | 0.09% | 2,627 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $124.76万 | 0.09% | 3,843 | -161 | -4.0% | -$5.23万 | 减仓 |
| SO | SOUTHERN CO | $123.33万 | 0.08% | 13,049 | 285 | 2.2% | $2.69万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $123.16万 | 0.08% | 18,371 | -134 | -0.7% | -$8,983 | 减仓 |
| HD | HOME DEPOT INC | $115.65万 | 0.08% | 3,310 | -241 | -6.8% | -$8.42万 | 减仓 |
| BUYW | NORTHERN LTS FD TR IV | $114.74万 | 0.08% | 79,515 | -695 | -0.9% | -$1.00万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $114.09万 | 0.08% | 1,141 | 57 | 5.3% | $5.70万 | 加仓 |
| TDV | PROSHARES TR | $111.74万 | 0.08% | 11,891 | 7,083 | 147.3% | $66.56万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $110.01万 | 0.08% | 40,928 | -190 | -0.5% | -$5,107 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $109.71万 | 0.08% | 8,208 | 25 | 0.3% | $3,341 | 加仓 |
| BIL | SPDR SERIES TRUST | $108.65万 | 0.07% | 11,868 | 8,333 | 235.7% | $76.29万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $107.78万 | 0.07% | 13,211 | -85 | -0.6% | -$6,935 | 减仓 |
| USB | US BANCORP | $104.40万 | 0.07% | 18,338 | -1,330 | -6.8% | -$7.57万 | 减仓 |
| MDT | MEDTRONIC PLC | $104.30万 | 0.07% | 12,101 | -43 | -0.4% | -$3,706 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $103.91万 | 0.07% | 33,464 | 5,117 | 18.1% | $15.89万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $103.45万 | 0.07% | 21,191 | -9,146 | -30.1% | -$44.65万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $103.17万 | 0.07% | 27,929 | 2,180 | 8.5% | $8.05万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $103.01万 | 0.07% | 12,004 | 201 | 1.7% | $1.72万 | 加仓 |
| COP | CONOCOPHILLIPS | $101.76万 | 0.07% | 8,769 | 1,775 | 25.4% | $20.60万 | 加仓 |
| GPC | GENUINE PARTS CO | $101.55万 | 0.07% | 8,924 | -1,176 | -11.6% | -$13.38万 | 减仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $100.06万 | 0.07% | 18,594 | -840 | -4.3% | -$4.52万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $99.71万 | 0.07% | 3,726 | 102 | 2.8% | $2.73万 | 加仓 |
| EFAV | ISHARES TR | $98.98万 | 0.07% | 10,607 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $98.22万 | 0.07% | 2,710 | -277 | -9.3% | -$10.04万 | 减仓 |
| HDV | ISHARES TR | $92.86万 | 0.06% | 6,933 | -1,682 | -19.5% | -$22.53万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $91.68万 | 0.06% | 4,078 | 175 | 4.5% | $3.93万 | 加仓 |