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 |
|---|---|---|---|---|---|---|---|---|
| TAXX | BONDBLOXX ETF TRUST | $90.25万 | 0.06% | 17,811 | -1,967 | -9.9% | -$9.97万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $89.25万 | 0.06% | 24,445 | 24,445 | — | $89.25万 | 新建仓 |
| MUNI | PIMCO ETF TR | $87.88万 | 0.06% | 16,719 | 1,315 | 8.5% | $6.91万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $86.98万 | 0.06% | 11,202 | 466 | 4.3% | $3.62万 | 加仓 |
| LMUB | ISHARES TR | $86.64万 | 0.06% | 17,025 | 17,025 | — | $86.64万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $85.89万 | 0.06% | 10,256 | 219 | 2.2% | $1.83万 | 加仓 |
| NFLX | NETFLIX INC. | $85.78万 | 0.06% | 8,815 | 721 | 8.9% | $7.02万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $84.40万 | 0.06% | 32,775 | 2,146 | 7.0% | $5.53万 | 加仓 |
| IGM | ISHARES TR | $83.70万 | 0.06% | 6,043 | -1,793 | -22.9% | -$24.83万 | 减仓 |
| IXUS | ISHARES TR | $82.93万 | 0.06% | 8,799 | -701 | -7.4% | -$6.61万 | 减仓 |
| PSX | PHILLIPS 66 | $81.30万 | 0.06% | 5,199 | -37 | -0.7% | -$5,786 | 减仓 |
| TGT | TARGET CORP | $80.19万 | 0.06% | 6,273 | -555 | -8.1% | -$7.10万 | 减仓 |
| EEM | ISHARES TR | $80.19万 | 0.06% | 12,600 | -3,390 | -21.2% | -$21.57万 | 减仓 |
| QCOM | QUALCOMM INC | $79.85万 | 0.05% | 5,863 | -615 | -9.5% | -$8.38万 | 减仓 |
| T | AT&T INC | $76.14万 | 0.05% | 28,723 | 2,430 | 9.2% | $6.44万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $74.91万 | 0.05% | 9,603 | 5,047 | 110.8% | $39.37万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $74.77万 | 0.05% | 29,637 | 3,480 | 13.3% | $8.78万 | 加仓 |
| IBMP | ISHARES TR | $71.89万 | 0.05% | 28,268 | -1,419 | -4.8% | -$3.61万 | 减仓 |
| IBMO | ISHARES TR | $71.51万 | 0.05% | 27,875 | -1,658 | -5.6% | -$4.25万 | 减仓 |
| EMB | ISHARES TR | $69.66万 | 0.05% | 7,206 | -52,856 | -88.0% | -$510.96万 | 减仓 |
| REGL | PROSHARES TR | $69.32万 | 0.05% | 7,634 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $69.30万 | 0.05% | 10,993 | 6,070 | 123.3% | $38.26万 | 加仓 |
| IBMR | ISHARES TR | $69.24万 | 0.05% | 27,238 | -1,682 | -5.8% | -$4.28万 | 减仓 |
| IBMQ | ISHARES TR | $69.16万 | 0.05% | 27,058 | -1,698 | -5.9% | -$4.34万 | 减仓 |
| XAR | SPDR SERIES TRUST | $68.21万 | 0.05% | 2,468 | 2,468 | — | $68.21万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $68.16万 | 0.05% | 1,151 | 98 | 9.3% | $5.80万 | 加仓 |
| XONE | BONDBLOXX ETF TRUST | $68.07万 | 0.05% | 13,751 | -687 | -4.8% | -$3.40万 | 减仓 |
| VB | VANGUARD INDEX FDS | $67.10万 | 0.05% | 2,357 | -44 | -1.8% | -$1.25万 | 减仓 |
| IBMS | ISHARES TR | $66.11万 | 0.05% | 25,438 | -1,756 | -6.5% | -$4.56万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $65.13万 | 0.04% | 22,137 | -1,262 | -5.4% | -$3.71万 | 减仓 |
| IXN | ISHARES TR | $64.86万 | 0.04% | 5,561 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $64.47万 | 0.04% | 21,758 | -2,235 | -9.3% | -$6.62万 | 减仓 |
| VGT | VANGUARD WORLD FD | $64.37万 | 0.04% | 799 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $60.72万 | 0.04% | 2,989 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $60.41万 | 0.04% | 2,761 | 122 | 4.6% | $2.67万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $59.32万 | 0.04% | 1,601 | 5 | 0.3% | $1,853 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $59.17万 | 0.04% | 10,335 | 4,953 | 92.0% | $28.36万 | 加仓 |
| PFE | PFIZER INC | $58.42万 | 0.04% | 21,198 | 492 | 2.4% | $1.36万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $57.34万 | 0.04% | 1,100 | 70 | 6.8% | $3.65万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $57.34万 | 0.04% | 11,391 | 579 | 5.4% | $2.91万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $57.18万 | 0.04% | 9,503 | 172 | 1.8% | $1.03万 | 加仓 |
| ETR | ENTERGY CORP NEW | $56.80万 | 0.04% | 4,917 | 43 | 0.9% | $4,967 | 加仓 |
| TXN | TEXAS INSTRS INC | $55.75万 | 0.04% | 2,426 | 43 | 1.8% | $9,882 | 加仓 |
| MKC | MCCORMICK & CO INC | $55.34万 | 0.04% | 10,185 | -3,094 | -23.3% | -$16.81万 | 减仓 |
| BA | BOEING CO | $54.88万 | 0.04% | 2,457 | 77 | 3.2% | $1.72万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $54.76万 | 0.04% | 7,175 | -267 | -3.6% | -$2.04万 | 减仓 |
| AOS | SMITH A O CORP | $53.40万 | 0.04% | 8,238 | -224 | -2.6% | -$1.45万 | 减仓 |
| IQLT | ISHARES TR | $51.26万 | 0.04% | 10,318 | -4,019 | -28.0% | -$19.97万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $49.39万 | 0.03% | 5,093 | -449 | -8.1% | -$4.35万 | 减仓 |
| BOXX | EA SERIES TRUST | $48.71万 | 0.03% | 4,185 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $48.50万 | 0.03% | 5,523 | 6 | 0.1% | $527 | 加仓 |
| IVLU | ISHARES TR | $48.40万 | 0.03% | 11,489 | -2,985 | -20.6% | -$12.58万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $47.76万 | 0.03% | 12,787 | -1,818 | -12.4% | -$6.79万 | 减仓 |
| VLUE | ISHARES TR | $47.53万 | 0.03% | 3,004 | 3,004 | — | $47.53万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $46.49万 | 0.03% | 3,441 | 149 | 4.5% | $2.01万 | 加仓 |
| KLAC | KLA CORP | $46.04万 | 0.03% | 257 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $45.72万 | 0.03% | 9,987 | 114 | 1.2% | $5,219 | 加仓 |
| QUS | SPDR SERIES TRUST | $45.37万 | 0.03% | 2,511 | 0 | 0.0% | — | 不变 |
| BNDW | VANGUARD SCOTTSDALE FDS | $45.12万 | 0.03% | 6,563 | -5,871 | -47.2% | -$40.36万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $44.86万 | 0.03% | 2,892 | -215 | -6.9% | -$3.33万 | 减仓 |
| ITM | VANECK ETF TRUST | $44.35万 | 0.03% | 9,440 | -540 | -5.4% | -$2.54万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $44.28万 | 0.03% | 973 | 127 | 15.0% | $5.78万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $43.19万 | 0.03% | 2,724 | -1,045 | -27.7% | -$16.57万 | 减仓 |
| XEL | XCEL ENERGY INC | $43.01万 | 0.03% | 5,305 | 96 | 1.8% | $7,784 | 加仓 |
| IAU | ISHARES GOLD TR | $42.35万 | 0.03% | 4,637 | -623 | -11.8% | -$5.69万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $42.04万 | 0.03% | 3,950 | -106 | -2.6% | -$1.13万 | 减仓 |
| ETN | EATON CORP PLC | $41.88万 | 0.03% | 1,031 | 49 | 5.0% | $1.99万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $41.73万 | 0.03% | 3,788 | 216 | 6.0% | $2.38万 | 加仓 |
| SMDV | PROSHARES TR | $41.32万 | 0.03% | 5,657 | -1,202 | -17.5% | -$8.78万 | 减仓 |
| YUM | YUM BRANDS INC | $41.12万 | 0.03% | 2,526 | 81 | 3.3% | $1.32万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $40.98万 | 0.03% | 2,782 | -210 | -7.0% | -$3.09万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $40.94万 | 0.03% | 414 | 13 | 3.2% | $1.29万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $40.92万 | 0.03% | 8,136 | -1,653 | -16.9% | -$8.31万 | 减仓 |
| SYK | STRYKER CORPORATION | $39.93万 | 0.03% | 1,163 | 49 | 4.4% | $1.68万 | 加仓 |
| IBTG | ISHARES TR | $39.33万 | 0.03% | 17,188 | -79 | -0.5% | -$1,808 | 减仓 |
| GE | GE AEROSPACE | $39.14万 | 0.03% | 1,287 | 147 | 12.9% | $4.47万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $38.84万 | 0.03% | 1,939 | 5 | 0.3% | $1,002 | 加仓 |
| IBTH | ISHARES TR | $38.67万 | 0.03% | 17,236 | 12 | 0.1% | $269 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $38.50万 | 0.03% | 4,400 | 63 | 1.5% | $5,513 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $38.08万 | 0.03% | 16,672 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $37.99万 | 0.03% | 5,836 | -485 | -7.7% | -$3.16万 | 减仓 |
| INTC | INTEL CORP | $37.85万 | 0.03% | 5,525 | -5,667 | -50.6% | -$38.82万 | 重新持有 |
| NOC | NORTHROP GRUMMAN CORP | $37.72万 | 0.03% | 567 | 9 | 1.6% | $5,987 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $37.44万 | 0.03% | 8,042 | 405 | 5.3% | $1.89万 | 加仓 |
| NVS | NOVARTIS AG | $37.43万 | 0.03% | 2,463 | 8 | 0.3% | $1,216 | 加仓 |
| CI | THE CIGNA GROUP | $37.42万 | 0.03% | 1,343 | 1,343 | — | $37.42万 | 新建仓 |
| ALB | ALBEMARLE CORP | $37.28万 | 0.03% | 1,885 | -155 | -7.6% | -$3.07万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $36.43万 | 0.03% | 1,999 | 13 | 0.7% | $2,369 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $35.88万 | 0.02% | 7,669 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $35.59万 | 0.02% | 2,856 | -20 | -0.7% | -$2,492 | 减仓 |
| CVS | CVS HEALTH CORP | $35.54万 | 0.02% | 4,598 | 483 | 11.7% | $3.73万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $34.83万 | 0.02% | 1,251 | 79 | 6.7% | $2.20万 | 加仓 |
| DIS | DISNEY WALT CO | $34.37万 | 0.02% | 3,234 | -68 | -2.1% | -$7,228 | 减仓 |
| — | HONEYWELL INTL INC | $34.33万 | 0.02% | 1,470 | 109 | 8.0% | $2.55万 | 加仓 |
| GEV | GE VERNOVA INC | $33.69万 | 0.02% | 336 | 336 | — | $33.69万 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS | $33.49万 | 0.02% | 4,961 | -4,171 | -45.7% | -$28.16万 | 减仓 |
| GLD | SPDR GOLD TR | $33.44万 | 0.02% | 750 | 750 | — | $33.44万 | 新建仓 |
| PPG | PPG INDS INC | $33.39万 | 0.02% | 2,907 | -320 | -9.9% | -$3.68万 | 减仓 |
| UNP | UNION PAC CORP | $33.35万 | 0.02% | 1,328 | 66 | 5.2% | $1.66万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $32.87万 | 0.02% | 991 | 8 | 0.8% | $2,654 | 加仓 |