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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 2
增持 117
减持 28
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$259.9M
12,036,379
+0%
增持
MSFT
MICROSOFT CORP
+$238.1M
3,448,219
+3%
增持
QQQ
INVESCO QQQ TR
+$185.1M
2,474,824
+7%
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。
增持
IVV
ISHARES TR
+$173.6M
2,822,198
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$149.6M
1,919,187
+8%
增持
AMZN
AMAZON COM INC
+$130.9M
5,163,226
+0%
增持
VUG
VANGUARD INDEX FDS
+$96.7M
1,768,264
+6%
增持
IWF
ISHARES TR
+$91.4M
2,114,568
+2%
增持
NVDA
NVIDIA CORPORATION
+$91.1M
1,235,130
+3%
增持
VTI
VANGUARD INDEX FDS
+$74.0M
2,445,706
+3%
增持
VOO
VANGUARD INDEX FDS
+$72.2M
1,243,073
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$69.6M
14,980,519
+1%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$65.7M
3,989,267
+31%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$61.3M
7,760,438
+21%
增持
IWY
ISHARES TR
+$59.3M
1,685,464
+10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$54.7M
2,741,969
+3%
增持
IJR
ISHARES TR
+$54.4M
3,588,801
+1%
增持
MOAT
VANECK ETF TRUST
+$45.6M
2,340,046
+16%
增持
COST
COSTCO WHSL CORP NEW
+$43.7M
386,527
+3%
增持
IWP
ISHARES TR
+$43.4M
2,871,614
+2%
减持
JPM
JPMORGAN CHASE & CO
+$43.4M
1,806,540
-1%
增持
QUAL
ISHARES TR
+$42.0M
1,198,670
+18%
增持
COWZ
PACER FDS TR
+$38.2M
3,552,043
+20%
增持
VTV
VANGUARD INDEX FDS
+$37.3M
3,127,825
+0%
增持
IJH
ISHARES TR
+$36.7M
1,246,133
+1%
增持
IYW
ISHARES TR
+$36.0M
799,788
+35%
清仓
—
ISHARES TR
-$35.7M
0
-100%
增持
IEF
ISHARES TR
+$35.6M
695,764
+102%
增持
IWD
ISHARES TR
+$35.0M
2,095,925
+2%
增持
FBND
FIDELITY MERRIMACK STR TR
+$34.2M
1,536,701
+83%
增持
AMD
ADVANCED MICRO DEVICES INC
+$33.5M
648,669
+7%
增持
DFAC
DIMENSIONAL ETF TRUST
+$32.8M
10,197,855
+1%
增持
META
META PLATFORMS INC
+$32.5M
496,374
+4%
增持
—
CARNIVAL CORP
+$31.6M
4,697,626
+16%
增持
AVGO
BROADCOM INC
+$31.6M
102,408
+3%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$30.3M
3,914,846
+30%
增持
—
EXXON MOBIL CORP
-$30.2M
2,505,021
+5%
减持
PFE
PFIZER INC
-$29.9M
4,289,595
-7%
增持
SGOV
ISHARES TR
+$29.7M
559,036
+114%
增持
GOOGL
ALPHABET INC
+$29.6M
2,580,569
+2%
增持
GLD
SPDR GOLD TR
+$29.0M
1,054,867
+5%
增持
OEF
ISHARES TR
+$28.9M
207,095
+139%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$28.6M
577,483
+106%
增持
V
VISA INC
+$28.4M
822,938
+2%
增持
IWN
ISHARES TR
+$28.3M
1,208,666
+3%
增持
SPYG
SPDR SER TR
+$28.2M
2,087,170
+15%
增持
IJS
ISHARES TR
+$28.0M
701,679
+41%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$27.7M
3,824,670
+17%
减持
VO
VANGUARD INDEX FDS
+$27.7M
1,167,519
-0%
减持
HD
HOME DEPOT INC
+$27.6M
681,474
-1%
增持
CALF
PACER FDS TR
+$27.3M
1,167,881
+69%
增持
VB
VANGUARD INDEX FDS
+$27.1M
974,556
+2%
减持
DGRO
ISHARES TR
+$26.8M
6,986,743
-1%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$26.3M
697,290
+131%
增持
IWO
ISHARES TR
+$25.8M
697,063
+4%
减持
INTC
INTEL CORP
+$25.7M
1,852,068
-2%
增持
IEFA
ISHARES TR
+$25.7M
2,851,877
+5%
增持
LLY
ELI LILLY & CO
+$25.6M
354,565
+5%
减持
BA
BOEING CO
+$25.5M
474,632
-7%
减持
IWS
ISHARES TR
+$25.4M
2,369,245
-1%
增持
GOOG
ALPHABET INC
+$24.4M
1,980,721
+3%
增持
IJK
ISHARES TR
+$24.3M
832,704
+44%
增持
TLH
ISHARES TR
+$23.8M
354,014
+140%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$23.8M
1,087,452
+159%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$23.6M
1,550,391
+117%
增持
IWM
ISHARES TR
+$23.3M
611,705
+9%
增持
CRM
SALESFORCE INC
+$22.2M
294,359
+8%
增持
MCD
MCDONALDS CORP
+$22.1M
592,760
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$22.1M
1,592,765
+2%
减持
BIL
SPDR SER TR
-$21.1M
551,308
-29%
减持
XDEC
FIRST TR EXCHNG TRADED FD VI
-$20.9M
411,934
-61%
增持
IQLT
ISHARES TR
+$20.9M
728,307
+279%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$20.9M
1,932,527
+6%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$20.5M
1,083,038
+2%
减持
QCOM
QUALCOMM INC
+$19.4M
604,814
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$19.3M
4,615,485
-3%
增持
EMXC
ISHARES INC
+$19.2M
642,440
+96%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$19.2M
6,860,404
+2%
增持
NEE
NEXTERA ENERGY INC
+$19.1M
2,963,849
+6%
增持
TLT
ISHARES TR
+$18.6M
1,181,613
+7%
减持
BAC
BANK AMERICA CORP
+$18.3M
3,377,262
-3%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$18.3M
154,825
+22%
减持
FV
FIRST TR EXCHANGE-TRADED FD
+$17.9M
2,993,315
-3%
减持
DAUG
FIRST TR EXCHNG TRADED FD VI
-$17.8M
614,913
-49%
增持
VTEB
VANGUARD MUN BD FDS
+$17.3M
1,242,727
+30%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$17.3M
0
-100%
增持
VGT
VANGUARD WORLD FDS
+$17.2M
219,779
+2%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$17.0M
1,624,667
+41%
增持
IGIB
ISHARES TR
+$17.0M
489,407
+183%
减持
XLK
SELECT SECTOR SPDR TR
+$16.7M
774,889
-4%
增持
NFLX
NETFLIX INC
+$16.3M
133,157
+4%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$16.2M
1,321,425
+146%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$16.1M
1,797,955
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$16.1M
227,884
+5%
减持
CELH
CELSIUS HLDGS INC
-$16.0M
42,446
-60%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$16.0M
784,537
+57%
增持
GSLC
GOLDMAN SACHS ETF TR
+$15.9M
898,055
+11%
增持
TCAF
T ROWE PRICE ETF INC
+$15.9M
1,002,956
+110%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$15.4M
1,104,438
+14%
增持
FDVV
FIDELITY COVINGTON TRUST
+$15.3M
1,876,634
+13%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$15.3M
718,120
-1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$15.0M
1,437,473
+19%
增持
IUSV
ISHARES TR
+$14.8M
1,387,164
+1%
减持
TIP
ISHARES TR
-$14.7M
449,549
-26%
减持
VYM
VANGUARD WHITEHALL FDS
+$14.7M
2,102,592
-1%
增持
AGG
ISHARES TR
+$14.5M
2,102,352
+2%
减持
FTEC
FIDELITY COVINGTON TRUST
+$14.4M
808,709
-2%
增持
ADBE
ADOBE INC
+$14.4M
153,145
+1%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$14.3M
2,421,893
+16%
增持
GSEP
FIRST TR EXCHNG TRADED FD VI
+$14.1M
529,891
+482%
建仓
GNOV
FIRST TR EXCHNG TRADED FD VI
+$14.0M
440,086
增持
UTWO
RBB FD INC
+$13.9M
292,090
+6694%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$13.8M
115,439
-27%
增持
POCT
INNOVATOR ETFS TR
+$13.7M
946,909
+57%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$13.7M
876,669
+407%
增持
FBCG
FIDELITY COVINGTON TRUST
+$13.6M
916,171
+57%
增持
IEMG
ISHARES INC
+$13.6M
2,080,555
+8%
增持
BND
VANGUARD BD INDEX FDS
+$13.5M
1,791,657
+6%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$13.4M
1,175,503
+2%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$13.3M
546,179
+854%
减持
YDEC
FIRST TR EXCHNG TRADED FD VI
-$13.3M
252,608
-72%
增持
RTX
RTX CORPORATION
+$13.3M
1,040,936
+1%
减持
FENY
FIDELITY COVINGTON TRUST
-$13.2M
1,302,967
-25%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$13.2M
447,640
+27%
增持
SPYM
SPDR SER TR
+$13.2M
724,482
+33%
增持
ABT
ABBOTT LABS
+$13.2M
880,721
+2%
减持
IVW
ISHARES TR
+$13.1M
2,831,843
-3%
增持
DBEF
DBX ETF TR
+$13.1M
1,898,878
+16%
增持
DFCF
DIMENSIONAL ETF TRUST
+$13.0M
1,798,483
+15%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$13.0M
1,106,759
-8%
增持
DFAX
DIMENSIONAL ETF TRUST
+$13.0M
5,520,308
+2%
增持
SOXX
ISHARES TR
+$12.8M
71,568
+19%
增持
IXUS
ISHARES TR
+$12.8M
1,384,717
+8%
增持
AXP
AMERICAN EXPRESS CO
+$12.6M
265,902
+7%
增持
ESGD
ISHARES TR
+$12.5M
1,750,354
+1%
增持
HEFA
ISHARES TR
+$12.5M
874,869
+75%
增持
VBR
VANGUARD INDEX FDS
+$12.5M
599,820
+0%
增持
IWR
ISHARES TR
+$12.4M
1,120,339
+4%
增持
TGT
TARGET CORP
+$12.3M
335,099
+5%
增持
MA
MASTERCARD INCORPORATED
+$12.3M
251,767
+5%
增持
VOT
VANGUARD INDEX FDS
+$12.2M
409,043
+3%
减持
ARKK
ARK ETF TR
+$12.1M
1,184,961
-6%
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$12.1M
446,868
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$12.1M
345,569
+10%
增持
—
ACCENTURE PLC IRELAND
+$11.8M
206,392
+5%
增持
AVUV
AMERICAN CENTY ETF TR
+$11.7M
792,270
+4%
增持
AVLV
AMERICAN CENTY ETF TR
+$11.6M
675,018
+30%
清仓
—
ISHARES TR
-$11.6M
0
-100%
增持
MRK
MERCK & CO INC
+$11.5M
1,472,087
+2%
增持
IUSB
ISHARES TR
+$11.3M
2,537,754
+5%
