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COMMONWEALTH EQUITY SERVICES, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
COMMONWEALTH EQUITY SERVICES, LLC
报告期 2026-03-31 · CIK 0000312272
持仓数
4,299
前50大市值合计
$27.31B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 6
增持 77
减持 65
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.30B
691,179
+6%
减持
SPGI
S&P GLOBAL INC
+$136.4M
50,301
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$83.3M
12,697,918
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-5%
减持
MSFT
MICROSOFT CORP
-$79.2M
3,182,881
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$56.7M
4,267,064
-1%
减持
IGSB
ISHARES TR
-$56.0M
1,899,639
-36%
增持
IVV
ISHARES TR
+$50.8M
2,193,747
+13%
减持
GLD
SPDR GOLD TR
-$46.1M
925,273
-18%
增持
AMZN
AMAZON COM INC
+$44.1M
4,902,088
+2%
增持
TSLA
TESLA INC
+$42.5M
880,815
+210%
减持
PFE
PFIZER INC
-$40.7M
4,347,564
-1%
增持
OCTW
AIM ETF PRODUCTS TRUST
+$39.5M
1,633,490
+921%
增持
SBUX
STARBUCKS CORP
-$36.6M
678,284
+0%
减持
FTSD
FRANKLIN ETF TR
-$36.1M
39,798
-91%
增持
NVDA
NVIDIA CORPORATION
-$35.5M
1,362,122
+3%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$35.2M
1,093,786
-17%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$32.5M
1,776,521
+57%
减持
STIP
ISHARES TR
-$32.1M
349,514
-46%
减持
INTC
INTEL CORP
-$28.3M
2,186,281
-3%
清仓
—
GSK PLC
-$27.8M
0
-100%
减持
ABBV
ABBVIE INC
-$27.3M
1,275,391
-2%
增持
T
AT&T INC
-$26.3M
4,999,587
+2%
增持
PG
PROCTER AND GAMBLE CO
-$26.0M
1,601,615
+1%
增持
GOOGL
ALPHABET INC
-$25.5M
2,333,133
+1945%
增持
SCHD
SCHWAB STRATEGIC TR
+$25.3M
2,854,498
+24%
增持
GOOG
ALPHABET INC
-$24.7M
1,991,710
+1915%
减持
JNJ
JOHNSON & JOHNSON
-$24.7M
1,743,019
-0%
增持
SHY
ISHARES TR
+$22.4M
757,171
+60%
减持
ESGD
ISHARES TR
-$22.2M
1,695,472
-9%
减持
BSV
VANGUARD BD INDEX FDS
-$22.2M
2,318,780
-9%
增持
BIL
SPDR SER TR
+$21.7M
522,812
+82%
增持
IWY
ISHARES TR
+$21.0M
655,728
+43%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$20.8M
5,762,201
+4%
增持
WPC
WP CAREY INC
+$18.9M
1,960,968
+38%
减持
IAU
ISHARES GOLD TR
-$18.5M
2,370,768
-13%
增持
COWZ
PACER FDS TR
+$18.0M
1,670,260
+42%
增持
JULW
AIM ETF PRODUCTS TRUST
+$18.0M
838,724
+508%
建仓
TBLL
INVESCO EXCH TRADED FD TR II
+$17.6M
166,788
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$17.5M
4,672,454
-2%
建仓
AVLV
AMERICAN CENTY ETF TR
+$17.4M
392,662
增持
SPY
SPDR S&P 500 ETF TR
-$17.4M
1,747,654
+3%
减持
META
META PLATFORMS INC
-$17.2M
605,543
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$16.4M
1,457,915
-2%
减持
FDX
FEDEX CORP
-$16.3M
180,123
-5%
增持
TFLO
ISHARES TR
+$16.0M
493,829
+179%
减持
FSK
FS KKR CAP CORP
-$16.0M
4,479,109
-5%
减持
USMV
ISHARES TR
-$15.9M
3,069,483
-2%
增持
IEFA
ISHARES TR
-$15.6M
2,882,742
+1%
增持
GOVT
ISHARES TR
+$15.0M
2,122,119
+52%
增持
IWD
ISHARES TR
-$14.7M
2,093,012
+1%
增持
PULS
PGIM ETF TR
+$14.7M
586,670
+104%
增持
TLT
ISHARES TR
+$14.6M
278,634
+129%
建仓
GSK
GSK PLC
+$14.5M
494,083
减持
UAL
UNITED AIRLS HLDGS INC
-$14.5M
176,454
-69%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$13.9M
1,845,901
+19%
增持
IWF
ISHARES TR
-$13.8M
1,992,676
+1%
减持
AAPL
APPLE INC
+$13.7M
12,055,527
-0%
增持
DFSD
DIMENSIONAL ETF TRUST
+$13.6M
373,102
+395%
增持
POCT
INNOVATOR ETFS TR
+$13.5M
728,811
+179%
增持
SHYG
ISHARES TR
+$13.5M
2,837,305
+15%
增持
V
VISA INC
-$13.3M
810,686
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$13.1M
896,087
+51%
增持
NEAR
ISHARES U S ETF TR
+$13.0M
441,684
+148%
增持
VTI
VANGUARD INDEX FDS
-$12.7M
2,162,673
+2%
减持
UPS
UNITED PARCEL SERVICE INC
-$12.7M
465,939
-3%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$12.5M
525,421
-35%
减持
VTEB
VANGUARD MUN BD FDS
-$12.4M
790,153
-22%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$12.3M
141,156
+1%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$12.3M
596,171
+25%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$12.2M
940,136
+1%
增持
DDEC
FIRST TR EXCHNG TRADED FD VI
+$12.2M
607,508
+204%
增持
VYM
VANGUARD WHITEHALL FDS
+$12.2M
2,030,703
+14%
增持
BALT
INNOVATOR ETFS TR
+$12.1M
581,817
+409%
增持
IWS
ISHARES TR
+$12.0M
2,313,948
+12%
减持
BND
VANGUARD BD INDEX FDS
-$11.8M
1,645,044
-4%
减持
DAPR
FIRST TR EXCHNG TRADED FD VI
-$11.6M
1,287,248
-22%
建仓
—
PROSHARES TR
+$11.3M
574,984
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$11.2M
584,688
+102%
增持
HEFA
ISHARES TR
+$11.1M
737,807
+113%
增持
FUTY
FIDELITY COVINGTON TRUST
+$11.0M
764,926
+62%
减持
VTIP
VANGUARD MALVERN FDS
-$11.0M
1,094,135
-14%
增持
DFNM
DIMENSIONAL ETF TRUST
+$10.9M
387,742
+158%
增持
PAUG
INNOVATOR ETFS TR
+$10.8M
537,975
+309%
增持
IJH
ISHARES TR
+$10.8M
1,005,788
+8%
减持
IJS
ISHARES TR
-$10.7M
524,505
-13%
减持
TIP
ISHARES TR
-$10.7M
952,516
-2%
减持
USHY
ISHARES TR
-$10.5M
158,060
-65%
减持
MMM
3M CO
-$10.4M
430,300
-4%
增持
KO
COCA COLA CO
-$10.3M
1,705,225
+1%
减持
DBA
INVESCO DB MULTI-SECTOR COMM
-$10.2M
145,477
-77%
减持
CMCSA
COMCAST CORP NEW
-$10.1M
962,800
-1%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$9.8M
234,723
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$9.8M
2,283,450
+3%
减持
ESGU
ISHARES TR
-$9.7M
1,821,158
-1%
增持
VTV
VANGUARD INDEX FDS
+$9.4M
2,792,084
+10%
增持
EEMV
ISHARES INC
+$9.4M
788,444
+43%
增持
WMT
WALMART INC
+$9.3M
903,554
+2%
减持
SHM
SPDR SER TR
-$9.3M
1,537,982
-9%
增持
IJR
ISHARES TR
-$9.3M
3,153,646
+3%
增持
IEMG
ISHARES INC
-$9.2M
1,532,695
+0%
减持
AOK
ISHARES TR
-$9.1M
67,300
-79%
增持
—
EXXON MOBIL CORP
+$9.1M
2,497,941
+2%
减持
GUNR
FLEXSHARES TR
-$9.1M
114,279
-66%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$9.1M
264,580
+96%
减持
MUB
ISHARES TR
-$9.0M
1,987,465
-1%
增持
PYPL
PAYPAL HLDGS INC
+$9.0M
417,935
+8%
减持
SCHP
SCHWAB STRATEGIC TR
-$9.0M
233,769
-38%
增持
DE
DEERE & CO
+$8.9M
142,408
+10%
增持
LMT
LOCKHEED MARTIN CORP
-$8.9M
210,937
+0%
减持
DFUS
DIMENSIONAL ETF TRUST
-$8.8M
958,331
-15%
减持
EFAV
ISHARES TR
-$8.8M
508,837
-15%
增持
ABT
ABBOTT LABS
-$8.8M
883,333
+2%
减持
MRK
MERCK & CO INC
-$8.6M
1,554,910
-1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$8.5M
6,636,643
+11%
减持
DFAU
DIMENSIONAL ETF TRUST
-$8.5M
648,432
-31%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$8.5M
1,256,669
+63%
减持
DUK
DUKE ENERGY CORP NEW
-$8.4M
495,748
-3%
减持
LVS
LAS VEGAS SANDS CORP
-$8.3M
55,706
-82%
增持
IWV
ISHARES TR
+$8.3M
169,895
+37%
增持
FNCL
FIDELITY COVINGTON TRUST
+$8.3M
675,248
+45%
增持
NFLX
NETFLIX INC
+$8.0M
127,306
+1%
减持
DNOV
FIRST TR EXCHNG TRADED FD VI
-$7.9M
584,127
-30%
增持
SDY
SPDR SER TR
-$7.8M
1,342,450
+1%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$7.8M
3,144,732
-1%
减持
EFA
ISHARES TR
-$7.8M
981,235
-2%
增持
QCOM
QUALCOMM INC
-$7.7M
612,839
+2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$7.7M
1,363,389
-0%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$7.6M
1,208,594
+17%
减持
D
DOMINION ENERGY INC
-$7.5M
452,716
-7%
增持
NKE
NIKE INC
-$7.5M
424,902
+1%
减持
FXZ
FIRST TR EXCHANGE TRADED FD
-$7.5M
167,751
-41%
减持
MTUM
ISHARES TR
-$7.4M
391,681
-9%
减持
PTLC
PACER FDS TR
-$7.4M
876,396
-19%
减持
KMB
KIMBERLY-CLARK CORP
-$7.4M
255,050
-4%
增持
JPM
JPMORGAN CHASE & CO
-$7.4M
1,643,279
+3%
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$7.4M
183,094
-29%
减持
XLF
SELECT SECTOR SPDR TR
-$7.3M
2,060,103
-7%
减持
GSIE
GOLDMAN SACHS ETF TR
-$7.3M
1,215,858
-10%
清仓
—
ANNALY CAPITAL MANAGEMENT IN
-$7.3M
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$7.3M
1,147,409
-1%
增持
SHV
ISHARES TR
+$7.3M
238,471
+38%
减持
BABA
ALIBABA GROUP HLDG LTD
-$7.2M
182,142
-5%
增持
SGOV
ISHARES TR
+$7.1M
73,943
+2038%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$7.1M
870,965
+16%
建仓
IBDU
ISHARES TR
+$7.0M
323,461
减持
DFAI
DIMENSIONAL ETF TRUST
-$7.0M
1,098,933
-14%
减持
VLUE
ISHARES TR
-$7.0M
679,763
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
-$6.9M
575,717
+1%
增持
TGT
TARGET CORP
+$6.9M
325,565
+11%
减持
PXE
INVESCO EXCHANGE TRADED FD T
-$6.9M
252,533
-53%
