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Community Financial Services Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Community Financial Services Group, LLC
报告期 2026-03-31 · CIK 0001537319
持仓数
460
前50大市值合计
$507.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q3
21Q4
21Q3
21Q2
23Q3 调仓
2021-12-31 → 2023-09-30 · 共 150 项
建仓 46
增持 44
减持 29
清仓 31
方向
标的
Δ市值
现股数(环比)
清仓
IGSB
ISHARES
-$53.1M
0
-100%
建仓
IEF
ISHARES
+$38.5M
420,215
建仓
VCIT
VANGUARD
+$15.7M
206,176
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。
建仓
VBR
VANGUARD
+$12.9M
80,576
清仓
TD
TORONTO DOMINION BANK ONT
-$10.1M
0
-100%
建仓
PGX
INVESCO
+$9.4M
862,181
增持
AMZN
AMAZON.COM INC
+$8.6M
78,870
+18031%
清仓
ARKW
ARK
-$8.2M
0
-100%
减持
—
EXXON MOBIL CORP
+$7.7M
164,217
-13%
减持
SCHW
CHARLES SCHWAB CORPORATION
-$6.8M
164,848
-13%
建仓
NOW
SERVICENOW INC
+$6.2M
11,013
清仓
YUMC
YUM CHINA HOLDINGS INC
-$6.2M
0
-100%
减持
VLO
VALERO ENERGY CORP
+$4.9M
80,874
-7%
减持
PFE
PFIZER INC
-$4.8M
185,501
-0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$3.6M
102,443
-2%
增持
DIS
DISNEY WALT CO
-$3.5M
58,203
+9%
清仓
BA
BOEING CO
-$3.3M
0
-100%
清仓
CBU
COMMUNITY BANK SYSTEM INC
-$3.1M
0
-100%
增持
KO
COCA COLA CO
+$3.1M
113,371
+104%
减持
COST
COSTCO WHOLESALE CORPORATION
-$2.6M
24,286
-16%
减持
CSCO
CISCO SYSTEMS INC
-$2.5M
233,018
-2%
减持
WY
WEYERHAEUSER COMPANY
-$2.5M
124,248
-18%
清仓
DGS
WISDOMTREE
-$2.4M
0
-100%
增持
—
MEDTRONIC PLC
-$1.9M
83,158
+2%
减持
IWF
ISHARES
-$1.8M
8,337
-37%
增持
GLW
CORNING INC
-$1.8M
271,713
+0%
减持
FTS
FORTIS INC
-$1.6M
89,050
-14%
增持
GOOG
ALPHABET INC
-$1.6M
101,124
+1866%
增持
V
VISA INC
+$1.2M
41,233
+8%
建仓
UNH
UNITEDHEALTH GROUP INC
+$1.2M
2,416
增持
ADBE
ADOBE INC
+$1.2M
4,994
+112%
减持
VOT
VANGUARD
-$1.1M
8,118
-24%
建仓
PANW
PALO ALTO NETWORKS INC
+$1.0M
4,303
减持
FLTB
FIDELITY
-$989.9K
16,406
-52%
减持
AAPL
APPLE INC
-$979.3K
108,211
-1%
建仓
—
EATON CORP PLC
+$950.6K
4,457
增持
JPM
JPMORGAN
+$916.6K
9,334
+238%
减持
VTR
VENTAS INC.
-$882.1K
67,954
-7%
建仓
NVS
NOVARTIS A G
+$855.9K
8,403
清仓
—
XILINX INC
-$848.0K
0
-100%
清仓
INTC
INTEL CORP
-$841.0K
0
-100%
增持
WHR
WHIRLPOOL CORP
-$831.4K
19,420
+33%
建仓
AVGO
BROADCOM INC
+$828.1K
997
建仓
BX
BLACKSTONE INC
+$817.8K
7,633
建仓
RWL
INVESCO
+$789.8K
10,107
建仓
—
LINDE PLC
+$778.6K
2,091
建仓
BMY
BRISTOL MYERS SQUIBB CO
+$765.8K
13,195
增持
FSLR
FIRST SOLAR INC
+$752.4K
8,301
+23%
增持
MSFT
MICROSOFT CORP
-$750.8K
55,810
+2%
增持
NVDA
NVIDIA CORPORATION
+$728.4K
4,378
+9%
减持
VO
VANGUARD
-$724.2K
4,590
-30%
减持
BRK/B
BERKSHIRE HATHAWAY INC
+$714.4K
26,504
-8%
清仓
XBI
SPDR
-$709.0K
0
-100%
建仓
NEE
NEXTERA ENERGY INC
+$696.9K
12,164
清仓
NKE
NIKE INC
-$677.0K
0
-100%
建仓
—
PIONEER NATURAL RESOURCES CO
+$662.7K
2,887
建仓
LOW
LOWES COS INC
+$654.7K
3,150
建仓
WDAY
WORKDAY INC
+$652.7K
3,038
增持
SUSL
ISHARES
+$638.8K
20,751
+89%
建仓
PLD
PROLOGIS INC
+$637.9K
5,685
减持
VDC
VANGUARD
-$625.5K
13,453
-13%
增持
WMT
WALMART INC
+$622.0K
19,821
+13%
建仓
IAT
ISHARES
+$620.6K
18,471
建仓
AXP
AMERICAN EXPRESS CO
+$620.0K
4,156
增持
CRBN
ISHARES
+$611.3K
10,172
+93%
清仓
VGIT
VANGUARD
-$609.0K
0
-100%
建仓
GOOGL
ALPHABET INC
+$586.1K
4,479
增持
SBUX
STARBUCKS CORP
-$581.1K
67,590
+17%
增持
SHE
SPDR
+$574.9K
16,987
+100%
清仓
PTBD
PACER
-$569.0K
0
-100%
减持
EMR
EMERSON ELECTRIC CO
-$565.3K
101,550
-9%
减持
VEA
VANGUARD
-$548.8K
22,261
-25%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$540.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
-$531.2K
60,190
+26%
增持
MCD
MCDONALDS CORP
+$525.2K
4,180
+94%
建仓
MDLZ
MONDELEZ INTERNATIONAL INC
+$523.1K
7,537
建仓
WM
WASTE MANAGEMENT INC
+$509.8K
3,344
建仓
RIO
RIO TINTO PLC
+$494.0K
7,763
建仓
—
BLACKROCK INC
+$492.6K
762
建仓
VRSK
VERISK ANALYTICS INC
+$489.7K
2,073
建仓
BDX
BECTON DICKINSON & CO
+$486.0K
1,880
建仓
XLF
SPDR
+$486.0K
14,651
减持
QQQ
INVESCO
-$485.7K
5,586
-11%
建仓
LULU
LULULEMON ATHLETICA INC
+$471.6K
1,223
建仓
ECL
ECOLAB INC
+$467.7K
2,761
增持
HON
HONEYWELL INTERNATIONAL INC
+$466.8K
40,791
+20%
建仓
ORLY
O'REILLY AUTOMOTIVE INC
+$460.8K
507
清仓
—
GLAXOSMITHKLINE PLC
-$458.0K
0
-100%
增持
BAC
BANK OF AMERICA CORPORATION
+$453.7K
24,459
+404%
建仓
ICE
INTERCONTINENTAL EXCHANGE INC
+$443.5K
4,031
增持
JNJ
JOHNSON & JOHNSON
+$432.6K
26,918
+22%
建仓
CRM
SALESFORCE INC
+$413.5K
2,039
建仓
DHR
DANAHER CORP
+$404.9K
1,632
清仓
DSI
ISHARES
-$400.0K
0
-100%
增持
ICLN
ISHARES
+$382.0K
55,538
+173%
清仓
EWBC
EAST WEST BANCORP INC
-$380.0K
0
-100%
建仓
CVX
CHEVRON CORPORATION
+$365.2K
2,166
减持
XLV
SPDR
-$364.9K
5,252
-29%
清仓
EL
LAUDER ESTEE INC
-$340.0K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$339.3K
1,506
+138%
建仓
PGR
PROGRESSIVE CORP
+$338.6K
2,431
增持
SAP
SAP SE
+$337.1K
9,280
+51%
清仓
IUSG
ISHARES
-$336.0K
0
-100%
减持
META
META PLATFORMS INC
-$321.7K
2,749
-19%
增持
ABT
ABBOTT LABORATORIES
-$320.3K
12,263
+14%
建仓
—
ARISTA NETWORKS INC
+$317.6K
1,727
减持
IJT
ISHARES
-$305.5K
1,965
-48%
清仓
UNB
UNION BANKSHARES INC
-$300.0K
0
-100%
清仓
IWD
ISHARES
-$296.0K
0
-100%
清仓
NFLX
NETFLIX INC
-$295.0K
0
-100%
增持
—
ACCENTURE PLC
-$279.2K
3,327
+6%
清仓
—
ROYAL DUTCH SHELL PLC
-$270.0K
0
-100%
增持
—
AON PLC
+$269.8K
3,130
+26%
增持
PIO
INVESCO
+$268.2K
22,297
+100%
清仓
—
PEOPLES UNITED FINANCIAL INC
-$265.0K
0
-100%
增持
ALGN
ALIGN TECHNOLOGY INC
-$262.9K
1,864
+47%
建仓
XYL
XYLEM INC
+$261.3K
2,870
清仓
PEP
PEPSICO INC
-$261.0K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$256.0K
0
-100%
清仓
ZTS
ZOETIS INC
-$253.0K
0
-100%
建仓
MRK
MERCK & CO INC
+$251.3K
2,441
建仓
AMT
AMERICAN TOWER CORP
+$251.1K
1,527
减持
RF
REGIONS FINANCIAL CORP
-$250.2K
25,918
-19%
增持
PG
PROCTER & GAMBLE CO
+$240.1K
24,558
+20%
建仓
MTB
M & T BANK CORP
+$235.8K
1,865
清仓
TSLA
TESLA MOTORS INC
-$227.0K
0
-100%
建仓
VUG
VANGUARD
+$221.4K
813
建仓
COP
CONOCOPHILLIPS
+$217.1K
1,812
清仓
AMAT
APPLIED MATERIALS INC
-$216.0K
0
-100%
清仓
—
TOTAL SE
-$207.0K
0
-100%
建仓
GTLS
CHART INDUSTRIES INC
+$205.0K
1,212
建仓
—
APTIV PLC
+$201.4K
2,043
减持
IBB
ISHARES
-$193.9K
3,959
-11%
增持
MA
MASTERCARD INCORPORATED
+$192.5K
3,007
+8%
清仓
WU
WESTERN UNION CO
-$187.0K
0
-100%
减持
DVY
ISHARES
-$179.0K
2,220
-35%
增持
BAX
BAXTER INTERNATIONAL INC
-$158.2K
11,310
+66%
增持
ADP
AUTOMATIC DATA PROCESSING INC
+$150.7K
3,636
+24%
增持
VIG
VANGUARD
+$139.1K
29,007
+14%
增持
HD
HOME DEPOT INC
+$128.2K
1,480
+93%
增持
CINF
CINCINNATI FINANCIAL CORP
-$127.5K
29,411
+7%
减持
VTV
VANGUARD
-$118.9K
2,350
-22%
增持
DGRO
ISHARES
-$86.9K
70,201
+9%
增持
T
AT&T INC
+$37.1K
40,754
+74%
增持
SPY
SPDR S&P 500
+$27.0K
4,737
+13%
增持
—
ICON PLC
-$21.4K
5,099
+24%
增持
PYPL
PAYPAL HOLDINGS INC
-$20.3K
7,196
+207%
增持
DUK
DUKE ENERGY CORP
-$17.8K
31,976
+18%
减持
ABBV
ABBVIE INC
-$15.0K
2,113
-13%
减持
ORCL
ORACLE CORP
+$7.5K
2,346
-15%
