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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 118 项
建仓 9
增持 50
减持 55
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
JNJ
JOHNSON & JOHNSON
-$5.5M
3,114
-92%
增持
PNC
PNC FINANCIAL SERVICES GROUP INC
+$5.0M
32,176
+443%
增持
KLAC
KLA CORPORATION
+$4.8M
7,445
+539%
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
NVDA
NVIDIA CORPORATION
+$2.6M
136,971
+20%
减持
BDX
BECTON DICKINSON & COMPANY
-$2.5M
1,321
-89%
减持
AAPL
APPLE INC
+$2.3M
119,299
-2%
增持
ZTS
ZOETIS INC
+$2.2M
32,481
+35%
清仓
LULU
LULULEMON ATHLETICA INC
-$2.1M
0
-100%
增持
WMT
WALMART INC
+$1.5M
113,821
+0%
减持
VCIT
VANGUARD
-$1.4M
6,144
-75%
增持
META
META PLATFORMS INC
+$1.2M
13,852
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.1M
12,303
+4%
增持
GOOG
ALPHABET INC
-$1.1M
78,118
+1%
增持
MSFT
MICROSOFT CORP
-$1.1M
71,285
+0%
增持
NEE
NEXTERA ENERGY INC
+$1.0M
74,809
+0%
增持
LOW
LOWES COS INC
+$1.0M
18,075
+2%
减持
NOW
SERVICENOW INC
+$971.7K
9,342
-0%
增持
MCD
MCDONALDS CORP
+$928.3K
15,969
+3%
增持
PLD
PROLOGIS INC
+$887.8K
53,122
+3%
增持
VLTO
VERALTO CORP
+$872.3K
49,581
+1%
减持
AXP
AMERICAN EXPRESS CO
+$871.7K
23,510
-1%
清仓
PGX
INVESCO
-$840.8K
0
-100%
增持
—
BLACKROCK INC
+$835.6K
4,768
+2%
减持
SCHW
CHARLES SCHWAB CORPORATION
-$813.5K
66,019
-4%
减持
VLO
VALERO ENERGY CORP
-$737.3K
23,657
-6%
增持
V
VISA INC
+$724.0K
42,073
+2%
增持
—
EXXON MOBIL CORP
+$712.0K
168,384
+2%
减持
PGR
PROGRESSIVE CORP
+$689.6K
15,003
-0%
增持
—
LINDE PLC
+$674.5K
13,079
+3%
增持
AVGO
BROADCOM INC
+$650.9K
55,616
+898%
增持
DHR
DANAHER CORP
+$616.2K
16,820
+4%
减持
IEF
ISHARES
+$614.7K
296,313
-2%
增持
—
EATON CORP PLC
+$596.5K
24,931
+2%
增持
NVS
NOVARTIS A G
+$595.4K
54,188
+2%
增持
HD
HOME DEPOT INC
+$544.9K
8,142
+2%
增持
PG
PROCTER & GAMBLE CO
+$513.2K
42,302
+2%
增持
JPM
JPMORGAN
+$511.3K
45,810
+1%
清仓
SBUX
STARBUCKS CORP
-$503.2K
0
-100%
减持
AMZN
AMAZON.COM INC
-$498.5K
69,351
-0%
增持
MDLZ
MONDELEZ INTERNATIONAL INC
+$444.9K
42,216
+4%
增持
ADBE
ADOBE INC
-$413.2K
11,413
+0%
增持
ORLY
O'REILLY AUTOMOTIVE INC
+$360.5K
2,822
+3%
增持
ADP
AUTOMATIC DATA PROCESSING INC
+$308.7K
7,225
+2%
减持
GLW
CORNING INC
+$304.1K
62,205
-4%
减持
HON
HONEYWELL INTERNATIONAL INC
-$297.1K
32,801
-1%
增持
ECL
ECOLAB INC
+$276.9K
15,429
+0%
增持
—
ACCENTURE PLC
+$269.7K
5,095
+1%
减持
BBY
BEST BUY INC
+$250.4K
13,564
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$244.6K
36,473
-4%
减持
SPY
SPDR S&P 500
-$241.8K
4,104
-14%
减持
—
ARISTA NETWORKS INC
+$233.1K
9,189
-2%
建仓
—
UNILEVER PLC
+$229.2K
3,529
减持
DIS
DISNEY WALT CO
-$224.8K
7,108
-22%
建仓
UNB
UNION BANKSHARES INC
+$219.9K
8,480
建仓
IBM
INTERNATIONAL BUSINESS MACHINES
+$217.3K
983
增持
JEPI
JP MORGAN
+$215.8K
64,933
+1%
建仓
TRV
TRAVELERS COMPANIES INC
+$214.9K
918
清仓
CVS
CVS HEALTH CORP
-$211.4K
0
-100%
建仓
VDC
VANGUARD
+$210.2K
962
建仓
XLV
SPDR
+$209.9K
1,363
建仓
BIBL
INSPIRE 100 ETF
+$206.7K
5,082
建仓
A
AGILENT TECHNOLOGIES INC
+$206.4K
1,390
建仓
T
AT&T INC
+$205.6K
9,346
增持
PANW
PALO ALTO NETWORKS INC
+$195.5K
20,839
+2%
减持
SCHD
SCHWAB
+$193.2K
41,044
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC
+$186.6K
7,166
-6%
减持
IVV
ISHARES
+$185.5K
15,887
-3%
增持
MRK
MERCK & CO INC
-$178.6K
61,825
+6%
增持
AMT
AMERICAN TOWER CORP
+$171.1K
4,390
+0%
增持
TJX
TJX COMPANIES INC
+$169.1K
20,110
+1%
减持
EMR
EMERSON ELECTRIC CO
-$163.2K
26,819
-5%
增持
ICLN
ISHARES
+$158.5K
83,294
+4%
增持
ATO
ATMOS ENERGY CORP
+$156.1K
6,828
+1%
减持
VBR
VANGUARD
+$155.7K
18,673
-5%
减持
WY
WEYERHAEUSER COMPANY
+$120.7K
28,398
-4%
减持
VTR
VENTAS INC.
+$118.6K
13,553
-7%
减持
CRM
SALESFORCE INC
+$115.9K
10,524
-2%
减持
VEA
VANGUARD
+$110.9K
50,336
-2%
增持
EWC
ISHARES
+$108.3K
19,103
+3%
减持
GOOGL
ALPHABET INC
-$102.5K
4,736
-3%
减持
ORCL
ORACLE CORP
+$92.3K
3,224
-0%
增持
VRSK
VERISK ANALYTICS INC
+$86.5K
13,409
+3%
减持
DUK
DUKE ENERGY CORP
+$78.8K
5,607
-1%
减持
CSCO
CISCO SYSTEMS INC
+$71.4K
58,392
-9%
增持
XYL
XYLEM INC
+$71.2K
25,096
+3%
减持
GVI
ISHARES
+$67.7K
20,818
-0%
减持
IJH
ISHARES
+$64.5K
29,239
-3%
减持
VOT
VANGUARD
+$60.7K
7,169
-2%
减持
VWO
VANGUARD
+$58.9K
18,787
-2%
增持
CVX
CHEVRON CORPORATION
-$57.0K
14,320
+3%
增持
ADI
ANALOG DEVICES INC
+$50.6K
7,605
+2%
增持
IEFA
ISHARES
+$46.3K
6,171
+3%
减持
AMAT
APPLIED MATERIALS INC
-$46.3K
1,357
-0%
减持
FTS
FORTIS INC
+$46.1K
15,028
-8%
减持
COST
COSTCO WHOLESALE CORPORATION
+$44.3K
14,150
-4%
减持
BX
BLACKSTONE INC
+$42.4K
5,665
-15%
减持
IVW
ISHARES
-$41.0K
3,426
-14%
增持
IWF
ISHARES
+$40.4K
1,069
+8%
减持
—
ICON PLC
-$38.8K
825
-6%
增持
VGSH
VANGUARD
+$38.0K
31,725
+0%
减持
ABT
ABBOTT LABORATORIES
-$37.5K
4,314
-15%
增持
BAC
BANK OF AMERICA CORPORATION
+$36.2K
117,524
+1%
减持
EFG
ISHARES
-$34.0K
2,832
-14%
增持
DCI
DONALDSON INC
+$33.8K
13,134
+1%
减持
MA
MASTERCARD INCORPORATED
+$32.5K
869
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
+$29.0K
10,366
-2%
减持
SAP
SAP SE
+$28.1K
1,727
-5%
增持
WM
WASTE MANAGEMENT INC
-$27.6K
20,341
+2%
减持
—
MEDTRONIC PLC
-$27.4K
8,410
-16%
减持
DGRO
ISHARES
+$26.7K
6,104
-1%
减持
PFE
PFIZER INC
-$23.4K
37,840
-5%
增持
LLY
ELI LILLY & CO
+$13.9K
9,111
+2%
减持
CATH
GLOBAL X
+$13.3K
4,864
-2%
减持
CINF
CINCINNATI FINANCIAL CORP
+$13.0K
3,441
-11%
减持
KO
COCA COLA CO
-$11.9K
4,174
-15%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$5.5K
877
-12%
减持
WHR
WHIRLPOOL CORP
-$4.7K
2,427
-6%
减持
VIG
VANGUARD
+$2.5K
2,454
-7%
