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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 115 项
增持 44
减持 48
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$7.9M
100,451
-28%
减持
HON
HONEYWELL INTERNATIONAL INC
-$6.5M
1,821
-94%
减持
AVGO
BROADCOM INC
-$5.2M
68,289
-5%
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
NVS
NOVARTIS A G
-$4.8M
4,167
-92%
减持
AAPL
APPLE INC
-$4.5M
116,447
-4%
增持
PH
PARKER HANNIFIN CORP
+$3.7M
6,630
+1338%
减持
MSFT
MICROSOFT CORP
-$3.6M
71,005
-1%
减持
PGR
PROGRESSIVE CORP
-$3.4M
890
-94%
减持
GOOG
ALPHABET INC
-$3.3M
73,331
-6%
清仓
XYL
XYLEM INC
-$2.9M
0
-100%
减持
AMZN
AMAZON.COM INC
-$2.9M
64,429
-7%
减持
NOW
SERVICENOW INC
-$2.5M
9,237
-1%
减持
IVV
ISHARES
-$2.1M
1,895
-64%
减持
—
EXXON MOBIL CORP
+$2.1M
193,687
-1%
增持
IEF
ISHARES
+$1.9M
336,038
+3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.7M
28,749
-13%
增持
JEPI
JP MORGAN
+$1.7M
111,442
+38%
增持
ABBV
ABBVIE INC
+$1.6M
9,920
+269%
增持
BAC
BANK OF AMERICA CORPORATION
+$1.3M
163,270
+31%
减持
VBR
VANGUARD
-$1.3M
9,944
-37%
减持
V
VISA INC
+$1.3M
41,880
-1%
增持
ANET
ARISTA NETWORKS INC
-$1.2M
37,742
+2%
增持
—
LINDE PLC
+$1.1M
14,878
+8%
增持
WM
WASTE MANAGEMENT INC
+$988.5K
22,565
+8%
增持
KLAC
KLA CORPORATION
+$967.1K
8,356
+12%
增持
ORLY
O'REILLY AUTOMOTIVE INC
+$924.5K
3,040
+5%
增持
—
EATON CORP PLC
-$923.9K
28,145
+9%
增持
META
META PLATFORMS INC
+$860.7K
16,188
+12%
增持
UNH
UNITEDHEALTH GROUP INC
+$743.8K
13,915
+8%
减持
AXP
AMERICAN EXPRESS CO
-$724.7K
23,182
-1%
减持
GLW
CORNING INC
-$705.1K
39,435
-25%
增持
ADBE
ADOBE INC
-$693.4K
12,045
+1%
增持
GVI
ISHARES
+$667.1K
99,906
+5%
增持
VRSK
VERISK ANALYTICS INC
+$594.4K
14,934
+7%
增持
MDLZ
MONDELEZ INTERNATIONAL INC
+$579.1K
47,254
+7%
增持
PLD
PROLOGIS INC
+$577.0K
57,051
+4%
增持
MCD
MCDONALDS CORP
+$560.1K
17,321
+4%
增持
QUAL
ISHARES
+$544.2K
82,308
+8%
清仓
SCHD
SCHWAB
-$532.9K
0
-100%
减持
CSCO
CISCO SYSTEMS INC
-$513.1K
37,618
-21%
增持
EMR
EMERSON ELECTRIC CO
+$508.9K
31,236
+33%
减持
BX
BLACKSTONE INC
-$506.2K
2,133
-54%
增持
CVX
CHEVRON CORPORATION
+$504.9K
16,537
+6%
减持
SCHW
CHARLES SCHWAB CORPORATION
-$477.3K
50,423
-16%
减持
QQQ
INVESCO
-$471.5K
1,454
-36%
减持
VLO
VALERO ENERGY CORP
-$469.9K
14,690
-25%
清仓
CRM
SALESFORCE INC
-$459.7K
0
-100%
减持
COST
COSTCO WHOLESALE CORPORATION
-$421.1K
12,339
-6%
增持
BLK
BLACKROCK
+$408.6K
5,702
+17%
清仓
DIS
DISNEY WALT CO
-$385.2K
0
-100%
清仓
VEA
VANGUARD
-$377.5K
0
-100%
增持
PG
PROCTER & GAMBLE CO
+$374.5K
44,832
+3%
清仓
IWF
ISHARES
-$368.2K
0
-100%
清仓
—
MEDTRONIC PLC
-$361.1K
0
-100%
清仓
BDX
BECTON DICKINSON & COMPANY
-$360.0K
0
-100%
清仓
IJH
ISHARES
-$349.4K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$335.3K
82,603
+7%
减持
LLY
ELI LILLY & CO
+$335.1K
9,539
-2%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$313.4K
0
-100%
增持
ECL
ECOLAB INC
+$312.7K
15,968
+0%
清仓
VIG
VANGUARD
-$295.1K
0
-100%
清仓
DGRO
ISHARES
-$291.5K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
-$289.4K
44,432
+3%
增持
DHR
DANAHER CORP
-$288.3K
18,411
+4%
清仓
VGSH
VANGUARD
-$278.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC
-$275.7K
4,537
-24%
清仓
FTS
FORTIS INC
-$273.1K
0
-100%
减持
PFE
PFIZER INC
-$270.7K
16,687
-36%
减持
SPY
SPDR S&P 500
-$251.2K
2,868
-9%
清仓
—
UNILEVER PLC
-$222.9K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$221.1K
0
-100%
清仓
AMAT
APPLIED MATERIALS INC
-$220.0K
0
-100%
增持
AMT
AMERICAN TOWER CORP
+$220.0K
5,060
+5%
清仓
WHR
WHIRLPOOL CORP
-$218.2K
0
-100%
清仓
IWD
ISHARES
-$215.3K
0
-100%
清仓
VUG
VANGUARD
-$213.0K
0
-100%
减持
ORCL
ORACLE CORP
-$207.9K
2,356
-27%
清仓
A
AGILENT TECHNOLOGIES INC
-$205.7K
0
-100%
清仓
IUSG
ISHARES
-$203.7K
0
-100%
增持
ZTS
ZOETIS INC
+$201.7K
34,566
+3%
清仓
KO
COCA COLA CO
-$200.5K
0
-100%
增持
ADI
ANALOG DEVICES INC
+$195.2K
9,872
+17%
减持
GOOGL
ALPHABET INC
-$160.1K
4,259
-2%
增持
—
ACCENTURE PLC
-$154.1K
5,382
+3%
减持
WY
WEYERHAEUSER COMPANY
-$153.7K
11,241
-34%
增持
BBY
BEST BUY INC
-$148.8K
14,924
+3%
减持
DUK
DUKE ENERGY CORP
-$143.0K
2,819
-38%
增持
ATO
ATMOS ENERGY CORP
+$141.9K
7,403
+3%
减持
VTV
VANGUARD
-$138.7K
1,417
-37%
减持
IEFA
ISHARES
-$138.4K
3,903
-37%
增持
ABT
ABBOTT LABORATORIES
+$137.3K
4,628
+10%
减持
VTR
VENTAS INC.
-$107.5K
4,888
-35%
增持
TJX
TJX COMPANIES INC
+$106.4K
21,084
+3%
减持
VOT
VANGUARD
-$104.7K
6,867
-2%
减持
SAP
SAP SE
-$104.1K
1,176
-31%
增持
LOW
LOWES COS INC
-$101.9K
19,695
+4%
减持
IVW
ISHARES
-$99.4K
2,676
-22%
增持
PNC
PNC FINANCIAL SERVICES GROUP INC
-$98.9K
37,135
+8%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$98.5K
698
-19%
减持
CINF
CINCINNATI FINANCIAL CORP
-$96.7K
2,232
-25%
增持
HD
HOME DEPOT INC
-$93.5K
8,596
+3%
减持
ICLN
ISHARES
-$92.9K
70,064
-11%
增持
WMT
WALMART INC
+$91.5K
121,055
+4%
减持
ADP
AUTOMATIC DATA PROCESSING INC
+$85.6K
7,351
-0%
增持
MRK
MERCK & CO INC
+$84.2K
70,085
+12%
减持
JPM
JPMORGAN
+$78.5K
46,584
-2%
减持
VCIT
VANGUARD
-$75.8K
4,902
-17%
减持
EFG
ISHARES
-$70.9K
2,033
-28%
增持
VLTO
VERALTO CORP
-$70.2K
53,344
+3%
减持
IBB
ISHARES
-$55.3K
3,624
-8%
增持
EWC
ISHARES
+$54.8K
21,431
+6%
增持
DCI
DONALDSON INC
+$41.9K
14,735
+5%
减持
JNJ
JOHNSON & JOHNSON
+$15.8K
2,789
-10%
减持
MA
MASTERCARD INCORPORATED
+$13.7K
805
-1%
减持
UNB
UNION BANKSHARES INC
-$9.8K
7,480
-12%
