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CFS Investment Advisory Services, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CFS Investment Advisory Services, LLC
报告期 2026-03-31 · CIK 0001845688
持仓数
353
前50大市值合计
$999.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q3
24Q2 调仓
2023-09-30 → 2024-06-30 · 共 150 项
建仓 74
增持 44
减持 14
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$67.3M
245,512
+173%
建仓
EFG
ISHARES TR
+$43.6M
426,248
建仓
MBB
ISHARES TR
+$33.1M
360,378
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
IWD
ISHARES TR
+$32.0M
280,634
+151%
建仓
DYNF
BLACKROCK ETF TRUST
+$27.6M
587,119
增持
IVV
ISHARES TR
+$27.0M
78,672
+111%
增持
PTLC
PACER FDS TR
+$21.5M
1,943,084
+3%
增持
IJH
ISHARES TR
+$20.2M
590,004
+923%
建仓
IVW
ISHARES TR
+$18.9M
204,247
增持
VEA
VANGUARD TAX-MANAGED FDS
+$16.2M
439,692
+244%
增持
IEI
ISHARES TR
+$16.1M
236,418
+140%
建仓
IYW
ISHARES TR
+$16.1M
106,813
建仓
SCHZ
SCHWAB STRATEGIC TR
+$15.2M
333,281
建仓
EFV
ISHARES TR
+$15.2M
286,294
减持
TFLO
ISHARES TR
-$10.6M
3,973
-98%
建仓
EMXC
ISHARES INC
+$10.2M
172,951
增持
AGG
ISHARES TR
+$9.8M
138,872
+258%
建仓
PG
PROCTER AND GAMBLE CO
+$9.4M
57,044
增持
MSFT
MICROSOFT CORP
+$8.9M
27,780
+152%
建仓
TLT
ISHARES TR
+$8.7M
94,525
清仓
AAPL
APPLE INC
-$8.5M
0
-100%
增持
QUAL
ISHARES TR
+$8.5M
191,975
+4%
增持
BND
VANGUARD BD INDEX FDS
+$8.4M
128,512
+932%
增持
IJR
ISHARES TR
+$8.1M
105,628
+213%
建仓
EMB
ISHARES TR
+$7.8M
88,112
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$7.6M
240,608
+227%
增持
IUSB
ISHARES TR
+$7.3M
533,231
+38%
建仓
CVX
CHEVRON CORP NEW
+$6.8M
43,320
减持
USMV
ISHARES TR
-$6.7M
20,571
-82%
建仓
WMT
WALMART INC
+$6.6M
97,824
减持
SPYM
SPDR SER TR
-$6.6M
1,238,966
-27%
建仓
LLY
ELI LILLY & CO
+$6.3M
6,930
建仓
MUB
ISHARES TR
+$6.0M
56,583
建仓
KO
COCA COLA CO
+$5.5M
86,356
建仓
IVE
ISHARES TR
+$5.4M
29,476
建仓
LOW
LOWES COS INC
+$5.1M
23,296
增持
IJK
ISHARES TR
+$4.6M
90,972
+94%
建仓
EMR
EMERSON ELEC CO
+$4.4M
39,752
建仓
PEP
PEPSICO INC
+$4.4M
26,514
增持
IJJ
ISHARES TR
+$4.4M
70,596
+95%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$4.2M
255,306
+61%
建仓
CTAS
CINTAS CORP
+$4.1M
5,841
建仓
MCD
MCDONALDS CORP
+$4.1M
16,050
建仓
ITW
ILLINOIS TOOL WKS INC
+$4.0M
16,806
建仓
HEFA
ISHARES TR
+$3.6M
101,903
建仓
GWW
GRAINGER W W INC
+$3.6M
4,004
减持
ESGU
ISHARES TR
-$3.4M
60,000
-47%
增持
IWO
ISHARES TR
+$3.4M
22,512
+98%
增持
JNJ
JOHNSON & JOHNSON
+$3.4M
54,926
+83%
建仓
ITOT
ISHARES TR
+$3.4M
28,241
减持
DFAC
DIMENSIONAL ETF TRUST
+$3.2M
596,554
-2%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$3.1M
17,876
建仓
NUE
NUCOR CORP
+$3.0M
18,922
增持
NVDA
NVIDIA CORPORATION
+$2.8M
28,147
+1648%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$2.6M
0
-100%
清仓
AFL
AFLAC INC
-$2.6M
0
-100%
增持
TIP
ISHARES TR
+$2.6M
46,208
+101%
增持
AVGO
BROADCOM INC
+$2.5M
3,040
+5%
建仓
C
CITIGROUP INC
+$2.4M
38,386
清仓
AMGN
AMGEN INC
-$2.4M
0
-100%
建仓
DOV
DOVER CORP
+$2.4M
13,256
建仓
EFA
ISHARES TR
+$2.4M
30,522
建仓
QCOM
QUALCOMM INC
+$2.4M
11,914
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$2.4M
48,753
+482%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$2.3M
0
-100%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.3M
480,754
+5%
建仓
SHW
SHERWIN WILLIAMS CO
+$2.3M
7,638
建仓
OEF
ISHARES TR
+$2.3M
8,519
建仓
GD
GENERAL DYNAMICS CORP
+$2.2M
7,716
减持
GOVT
ISHARES TR
-$2.1M
148,811
-40%
增持
VTI
VANGUARD INDEX FDS
+$2.1M
12,196
+128%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.0M
0
-100%
建仓
IGEB
ISHARES TR
+$2.0M
44,639
建仓
ROP
ROPER TECHNOLOGIES INC
+$2.0M
3,508
建仓
TLH
ISHARES TR
+$1.9M
18,840
清仓
APD
AIR PRODS & CHEMS INC
-$1.9M
0
-100%
清仓
ALB
ALBEMARLE CORP
-$1.8M
0
-100%
建仓
SO
SOUTHERN CO
+$1.8M
23,456
清仓
ABT
ABBOTT LABS
-$1.8M
0
-100%
建仓
CINF
CINCINNATI FINL CORP
+$1.8M
15,069
建仓
HD
HOME DEPOT INC
+$1.8M
5,106
建仓
GPC
GENUINE PARTS CO
+$1.6M
11,793
建仓
VOO
VANGUARD INDEX FDS
+$1.6M
3,249
减持
SPIB
SPDR SER TR
-$1.6M
31,876
-62%
建仓
SYY
SYSCO CORP
+$1.5M
20,995
建仓
IWB
ISHARES TR
+$1.5M
4,997
清仓
TGT
TARGET CORP
-$1.5M
0
-100%
清仓
—
ISHARES TR
-$1.4M
0
-100%
减持
SPEM
SPDR INDEX SHS FDS
-$1.4M
50,385
-49%
增持
NOBL
PROSHARES TR
+$1.4M
130,713
+4%
建仓
PFE
PFIZER INC
+$1.4M
48,368
清仓
QQQ
INVESCO QQQ TR
-$1.3M
0
-100%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$1.3M
11,654
建仓
ICVT
ISHARES TR
+$1.3M
16,650
清仓
BDX
BECTON DICKINSON & CO
-$1.3M
0
-100%
建仓
PSX
PHILLIPS 66
+$1.3M
9,222
清仓
LQD
ISHARES TR
-$1.3M
0
-100%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$1.3M
12,095
建仓
ECL
ECOLAB INC
+$1.3M
5,266
建仓
MS
MORGAN STANLEY
+$1.2M
12,664
减持
DFUS
DIMENSIONAL ETF TRUST
+$1.2M
105,915
-1%
建仓
AOS
SMITH A O CORP
+$1.2M
14,580
建仓
CL
COLGATE PALMOLIVE CO
+$1.2M
12,002
建仓
MKC
MCCORMICK & CO INC
+$1.2M
16,289
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.1M
8,362
+238%
建仓
IWX
ISHARES TR
+$1.1M
15,191
清仓
AMZN
AMAZON COM INC
-$1.1M
0
-100%
增持
VO
VANGUARD INDEX FDS
+$1.1M
5,666
+324%
建仓
UPS
UNITED PARCEL SERVICE INC
+$1.1M
8,029
减持
DFCF
DIMENSIONAL ETF TRUST
-$1.1M
439,988
-8%
建仓
PNC
PNC FINL SVCS GROUP INC
+$1.1M
6,764
减持
EFAD
PROSHARES TR
-$1.0M
40,896
-45%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.0M
95,846
+46%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$1.0M
24,508
建仓
PPG
PPG INDS INC
+$979.0K
7,776
建仓
VV
VANGUARD INDEX FDS
+$975.0K
3,907
清仓
USFR
WISDOMTREE TR
-$970.0K
0
-100%
减持
SMDV
PROSHARES TR
-$953.0K
9,334
-66%
减持
DFAE
DIMENSIONAL ETF TRUST
+$947.0K
434,213
-5%
增持
JPM
JPMORGAN CHASE & CO.
+$941.0K
16,113
+1%
减持
IEMG
ISHARES INC
-$935.0K
157,583
-20%
增持
GOOGL
ALPHABET INC
+$901.0K
9,426
+51%
建仓
KMB
KIMBERLY-CLARK CORP
+$892.0K
6,452
建仓
GIGB
GOLDMAN SACHS ETF TR
+$875.0K
19,329
增持
ICSH
ISHARES TR
+$851.0K
32,157
+109%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$841.0K
11,408
建仓
IBMQ
ISHARES TR
+$836.0K
33,413
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$835.0K
9,689
+33%
增持
SPSB
SPDR SER TR
+$824.0K
64,184
+74%
清仓
—
ISHARES TR
-$814.0K
0
-100%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$812.0K
35,016
+152%
建仓
—
LAM RESEARCH CORP
+$778.0K
730
增持
DFAT
DIMENSIONAL ETF TRUST
+$770.0K
94,243
+4%
建仓
IWF
ISHARES TR
+$763.0K
2,093
建仓
GILD
GILEAD SCIENCES INC
+$753.0K
10,973
建仓
BF/B
BROWN FORMAN CORP
+$724.0K
16,773
增持
GNMA
ISHARES TR
+$719.0K
25,949
+171%
清仓
IDHQ
INVESCO EXCH TRADED FD TR II
-$710.0K
0
-100%
建仓
USB
US BANCORP DEL
+$707.0K
17,816
增持
META
META PLATFORMS INC
+$695.0K
2,322
+47%
增持
NEE
NEXTERA ENERGY INC
+$693.0K
30,655
+19%
增持
IEFA
ISHARES TR
+$685.0K
66,389
+3%
建仓
TXN
TEXAS INSTRS INC
+$676.0K
3,470
增持
STIP
ISHARES TR
+$672.0K
32,407
+23%
建仓
COST
COSTCO WHSL CORP NEW
+$655.0K
771
建仓
EXPD
EXPEDITORS INTL WASH INC
+$649.0K
5,204
建仓
BOXX
EA SERIES TRUST
+$645.0K
5,981
增持
MRK
MERCK & CO INC
+$642.0K
22,641
+8%
增持
DFUV
DIMENSIONAL ETF TRUST
+$613.0K
103,038
+2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$583.0K
140,494
+2%
