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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
24Q1 调仓
2023-09-30 → 2024-03-31 · 共 146 项
建仓 28
增持 55
减持 54
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
VCIT
VANGUARD
-$12.9M
34,905
-83%
增持
MSFT
MICROSOFT CORP
+$11.8M
69,871
+25%
减持
IEF
ISHARES
-$8.9M
312,703
-26%
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。
减持
CSCO
CISCO SYSTEMS INC
-$8.6M
78,090
-66%
建仓
IVV
ISHARES
+$8.5M
16,244
减持
VBR
VANGUARD
-$8.4M
23,184
-71%
减持
PGX
INVESCO
-$8.1M
108,804
-87%
增持
JPM
JPMORGAN
+$7.4M
43,712
+368%
减持
VLO
VALERO ENERGY CORP
-$6.7M
27,964
-65%
增持
—
EATON CORP PLC
+$6.3M
23,283
+422%
增持
AVGO
BROADCOM INC
+$6.3M
5,392
+441%
减持
EMR
EMERSON ELECTRIC CO
-$6.1M
32,262
-68%
减持
GLW
CORNING INC
-$5.8M
75,624
-72%
减持
BRK/B
BERKSHIRE HATHAWAY INC
-$5.7M
8,489
-68%
减持
—
MEDTRONIC PLC
-$5.3M
13,823
-83%
减持
SBUX
STARBUCKS CORP
-$5.3M
9,898
-85%
减持
PFE
PFIZER INC
-$4.6M
54,464
-71%
增持
—
LINDE PLC
+$4.6M
11,585
+454%
增持
AXP
AMERICAN EXPRESS CO
+$4.5M
22,513
+442%
增持
PANW
PALO ALTO NETWORKS INC
+$4.4M
19,051
+343%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.3M
11,093
+359%
增持
META
META PLATFORMS INC
+$4.0M
9,981
+263%
增持
NVS
NOVARTIS A G
+$3.9M
49,660
+491%
减持
VIG
VANGUARD
-$3.9M
3,316
-89%
增持
NEE
NEXTERA ENERGY INC
+$3.8M
70,851
+482%
增持
PLD
PROLOGIS INC
+$3.8M
34,193
+501%
减持
—
EXXON MOBIL CORP
-$3.8M
133,354
-19%
增持
NVDA
NVIDIA CORPORATION
+$3.7M
6,165
+41%
增持
BAC
BANK OF AMERICA CORPORATION
+$3.6M
112,718
+361%
减持
SCHW
CHARLES SCHWAB CORPORATION
-$3.6M
75,479
-54%
增持
LOW
LOWES COS INC
+$3.6M
16,596
+427%
增持
WM
WASTE MANAGEMENT INC
+$3.5M
19,039
+469%
增持
MRK
MERCK & CO INC
+$3.5M
28,743
+1078%
建仓
JEPI
JP MORGAN
+$3.5M
59,891
建仓
SCHD
SCHWAB
+$3.3M
41,094
增持
BMY
BRISTOL MYERS SQUIBB CO
+$3.3M
74,986
+468%
减持
DIS
DISNEY WALT CO
-$3.3M
11,736
-80%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$3.2M
42,002
-59%
增持
—
BLACKROCK INC
+$3.2M
4,387
+476%
增持
MCD
MCDONALDS CORP
+$3.0M
14,636
+250%
减持
DGRO
ISHARES
-$3.0M
8,452
-88%
增持
PG
PROCTER & GAMBLE CO
+$2.9M
39,907
+63%
增持
ECL
ECOLAB INC
+$2.9M
14,509
+425%
增持
—
PIONEER NATURAL RESOURCES CO
+$2.8M
13,237
+359%
增持
ADBE
ADOBE INC
+$2.8M
10,519
+111%
增持
PGR
PROGRESSIVE CORP
+$2.6M
14,400
+492%
增持
CRM
SALESFORCE INC
+$2.6M
10,055
+393%
减持
FTS
FORTIS INC
-$2.6M
20,736
-77%
减持
AMZN
AMAZON.COM INC
+$2.6M
69,789
-12%
减持
WY
WEYERHAEUSER COMPANY
-$2.5M
37,126
-70%
增持
HD
HOME DEPOT INC
+$2.4M
7,533
+409%
增持
DHR
DANAHER CORP
+$2.4M
11,381
+597%
增持
ORLY
O'REILLY AUTOMOTIVE INC
+$2.4M
2,566
+406%
减持
CINF
CINCINNATI FINANCIAL CORP
-$2.4M
5,046
-83%
减持
COST
COSTCO WHOLESALE CORPORATION
-$2.3M
15,546
-36%
增持
VRSK
VERISK ANALYTICS INC
+$2.3M
11,874
+473%
减持
KO
COCA COLA CO
-$2.3M
66,542
-41%
增持
WMT
WALMART INC
+$2.3M
90,357
+356%
增持
BDX
BECTON DICKINSON & COMPANY
+$2.2M
11,028
+487%
减持
VDC
VANGUARD
-$2.2M
1,287
-90%
增持
MDLZ
MONDELEZ INTERNATIONAL INC
+$2.2M
38,187
+407%
减持
DUK
DUKE ENERGY CORP
-$2.1M
7,063
-78%
增持
XYL
XYLEM INC
+$2.1M
18,447
+543%
增持
AAPL
APPLE INC
+$2.1M
120,379
+11%
减持
WHR
WHIRLPOOL CORP
-$2.1M
4,224
-78%
增持
V
VISA INC
+$2.1M
41,339
+0%
增持
—
ARISTA NETWORKS INC
+$2.0M
8,137
+371%
增持
JNJ
JOHNSON & JOHNSON
+$2.0M
39,379
+46%
建仓
GVI
ISHARES
+$2.0M
19,525
减持
VTR
VENTAS INC.
-$2.0M
19,161
-72%
增持
LULU
LULULEMON ATHLETICA INC
+$1.9M
6,142
+402%
增持
ICE
INTERCONTINENTAL EXCHANGE INC
+$1.9M
17,155
+326%
减持
IWF
ISHARES
-$1.8M
1,117
-87%
建仓
IJH
ISHARES
+$1.8M
29,725
增持
RIO
RIO TINTO PLC
+$1.7M
34,943
+350%
建仓
VGSH
VANGUARD
+$1.7M
29,592
建仓
LLY
ELI LILLY & CO
+$1.7M
2,152
增持
CVX
CHEVRON CORPORATION
+$1.7M
12,852
+493%
增持
VEA
VANGUARD
+$1.6M
50,515
+127%
增持
PYPL
PAYPAL HOLDINGS INC
+$1.4M
27,816
+287%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.4M
12,747
-79%
建仓
EWC
ISHARES
+$1.3M
33,351
增持
AMT
AMERICAN TOWER CORP
+$1.2M
7,347
+381%
减持
GOOG
ALPHABET INC
+$1.2M
95,300
-6%
减持
SUSL
ISHARES
-$1.1M
4,611
-78%
减持
CRBN
ISHARES
-$1.1M
2,247
-78%
建仓
ZTS
ZOETIS INC
+$1.1M
6,469
减持
FSLR
FIRST SOLAR INC
-$1.1M
1,541
-81%
减持
SHE
SPDR
-$1.1M
3,484
-79%
建仓
VLTO
VERALTO CORP
+$994.2K
11,214
减持
NOW
SERVICENOW INC
+$993.1K
9,377
-15%
建仓
DCI
DONALDSON INC
+$967.3K
12,953
清仓
VO
VANGUARD
-$955.8K
0
-100%
建仓
WEC
WEC ENERGY GROUP INC
+$922.9K
11,238
减持
QQQ
INVESCO
-$904.6K
2,470
-56%
减持
—
ICON PLC
-$823.9K
1,285
-75%
建仓
PNC
PNC FINANCIAL SERVICES GROUP INC
+$820.3K
5,076
减持
SAP
SAP SE
-$811.6K
1,992
-79%
清仓
ADSK
AUTODESK INC
-$808.4K
0
-100%
减持
—
AON PLC
-$792.5K
666
-79%
清仓
RWL
INVESCO
-$789.8K
0
-100%
清仓
FLTB
FIDELITY
-$784.1K
0
-100%
建仓
VWO
VANGUARD
+$778.0K
18,625
建仓
ATO
ATMOS ENERGY CORP
+$759.9K
6,393
建仓
A
AGILENT TECHNOLOGIES INC
+$741.4K
5,095
减持
MA
MASTERCARD INCORPORATED
-$680.5K
1,059
-65%
增持
GTLS
CHART INDUSTRIES INC
+$671.8K
5,323
+339%
减持
HON
HONEYWELL INTERNATIONAL INC
-$663.9K
33,480
-18%
增持
—
ACCENTURE PLC
+$645.8K
4,811
+45%
清仓
IAT
ISHARES
-$620.6K
0
-100%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$569.1K
0
-100%
减持
ABT
ABBOTT LABORATORIES
-$556.2K
5,556
-55%
建仓
IEFA
ISHARES
+$546.5K
7,363
减持
PIO
INVESCO
-$543.0K
4,876
-78%
建仓
TJX
TJX COMPANIES INC
+$535.1K
5,276
增持
ADP
AUTOMATIC DATA PROCESSING INC
+$496.1K
5,489
+51%
清仓
XLF
SPDR
-$486.0K
0
-100%
增持
SPY
SPDR S&P 500
+$484.7K
4,798
+1%
减持
XLV
SPDR
-$471.5K
1,385
-74%
清仓
BAX
BAXTER INTERNATIONAL INC
-$426.8K
0
-100%
增持
—
APTIV PLC
+$420.7K
7,810
+282%
减持
T
AT&T INC
-$357.3K
14,481
-64%
减持
WDAY
WORKDAY INC
-$344.2K
1,131
-63%
建仓
EFG
ISHARES
+$343.8K
3,312
建仓
TXN
TEXAS INSTRUMENTS INC
+$342.8K
1,968
建仓
IVW
ISHARES
+$336.7K
3,988
建仓
DLR
DIGITAL REALTY TRUST INC
+$293.8K
2,040
建仓
AMAT
APPLIED MATERIALS INC
+$280.5K
1,360
建仓
UNB
UNION BANKSHARES INC
+$258.6K
8,480
建仓
CVS
CVS HEALTH CORP
+$247.4K
3,102
增持
GOOGL
ALPHABET INC
+$240.4K
5,476
+22%
清仓
DVY
ISHARES
-$239.0K
0
-100%
建仓
IWD
ISHARES
+$221.9K
1,239
减持
VOT
VANGUARD
+$220.3K
7,640
-6%
建仓
TRV
TRAVELERS COMPANIES INC
+$219.3K
953
建仓
PEP
PEPSICO INC
+$213.0K
1,217
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$201.4K
965
-36%
增持
ORCL
ORACLE CORP
+$156.5K
3,224
+37%
增持
RF
REGIONS FINANCIAL CORP
+$153.0K
28,460
+10%
增持
ABBV
ABBVIE INC
+$131.9K
2,454
+16%
减持
BX
BLACKSTONE INC
+$77.7K
6,817
-11%
减持
IBB
ISHARES
+$54.3K
3,924
-1%
减持
VTV
VANGUARD
+$52.1K
2,310
-2%
增持
ICLN
ISHARES
+$38.0K
60,796
+9%
减持
COP
CONOCOPHILLIPS
-$6.9K
1,651
-9%
减持
VUG
VANGUARD
+$4.4K
656
-19%
