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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 40
增持 35
减持 68
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
VUG
VANGUARD INDEX FDS
-$46.8M
117,078
-52%
减持
IWD
ISHARES TR
-$22.3M
140,499
-50%
增持
EFV
ISHARES TR
+$21.8M
643,298
+125%
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
IJH
ISHARES TR
-$15.8M
301,228
-49%
建仓
AAPL
APPLE INC
+$13.0M
55,952
建仓
BINC
BLACKROCK ETF TRUST II
+$12.7M
237,843
减持
IEI
ISHARES TR
-$12.7M
122,115
-48%
建仓
BRTR
BLACKROCK ETF TRUST II
+$10.4M
200,143
减持
VEA
VANGUARD TAX-MANAGED FDS
-$9.7M
228,956
-48%
建仓
QDF
FLEXSHARES TR
+$7.4M
102,824
减持
MSFT
MICROSOFT CORP
-$6.4M
13,954
-50%
增持
PTLC
PACER FDS TR
+$6.1M
1,956,920
+1%
减持
AGG
ISHARES TR
-$6.1M
72,910
-47%
增持
IUSB
ISHARES TR
+$6.0M
639,894
+20%
减持
SPYM
SPDR SER TR
-$4.8M
1,103,130
-11%
减持
QUAL
ISHARES TR
-$4.8M
155,958
-19%
减持
PG
PROCTER AND GAMBLE CO
-$4.6M
27,831
-51%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$4.6M
124,375
-48%
建仓
SPAB
SPDR SER TR
+$4.3M
164,468
减持
BND
VANGUARD BD INDEX FDS
-$4.2M
66,916
-48%
减持
CVX
CHEVRON CORP NEW
-$4.2M
17,659
-59%
增持
EMXC
ISHARES INC
+$4.1M
234,140
+35%
减持
IJK
ISHARES TR
-$3.8M
45,405
-50%
建仓
IGRO
ISHARES TR
+$3.8M
51,000
减持
IJJ
ISHARES TR
-$3.7M
35,298
-50%
清仓
HEFA
ISHARES TR
-$3.6M
0
-100%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$3.6M
84,927
建仓
AFL
AFLAC INC
+$3.5M
31,259
减持
JNJ
JOHNSON & JOHNSON
-$3.2M
30,091
-45%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.1M
6,663
减持
TIP
ISHARES TR
-$2.9M
18,875
-59%
增持
IVV
ISHARES TR
+$2.8M
79,436
+1%
建仓
AMGN
AMGEN INC
+$2.8M
8,799
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$2.8M
10,083
减持
IWO
ISHARES TR
-$2.7M
11,245
-50%
减持
WMT
WALMART INC
-$2.6M
49,597
-49%
减持
LLY
ELI LILLY & CO
-$2.6M
4,196
-39%
减持
KO
COCA COLA CO
-$2.4M
43,020
-50%
建仓
AMZN
AMAZON COM INC
+$2.3M
12,172
减持
EMR
EMERSON ELEC CO
-$2.2M
19,566
-51%
增持
MBB
ISHARES TR
+$2.2M
368,076
+2%
减持
PEP
PEPSICO INC
-$2.1M
13,438
-49%
建仓
ABT
ABBOTT LABS
+$2.0M
17,911
减持
LOW
LOWES COS INC
-$2.0M
11,592
-50%
建仓
TGT
TARGET CORP
+$1.9M
12,431
建仓
QQQ
INVESCO QQQ TR
+$1.9M
3,951
增持
DYNF
BLACKROCK ETF TRUST
+$1.9M
595,768
+1%
减持
VTI
VANGUARD INDEX FDS
-$1.9M
4,930
-60%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
43,335
+54%
减持
ITW
ILLINOIS TOOL WKS INC
-$1.8M
8,393
-50%
减持
IEMG
ISHARES INC
-$1.8M
116,197
-26%
建仓
APD
AIR PRODS & CHEMS INC
+$1.7M
5,785
建仓
DVYE
ISHARES INC
+$1.6M
55,333
减持
SPSB
SPDR SER TR
-$1.6M
10,560
-84%
减持
MCD
MCDONALDS CORP
-$1.6M
8,317
-48%
清仓
EFAD
PROSHARES TR
-$1.5M
0
-100%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$1.5M
25,538
增持
IJR
ISHARES TR
+$1.5M
109,394
+4%
增持
SPTL
SPDR SER TR
+$1.4M
345,936
+8%
减持
QCOM
QUALCOMM INC
-$1.4M
5,985
-50%
清仓
SPIP
SPDR SER TR
-$1.3M
0
-100%
增持
SPIB
SPDR SER TR
+$1.3M
68,624
+115%
建仓
BAC
BANK AMERICA CORP
+$1.3M
31,724
减持
C
CITIGROUP INC
-$1.2M
19,927
-48%
建仓
BDX
BECTON DICKINSON & CO
+$1.1M
4,690
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.1M
482,685
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.1M
9,154
-49%
减持
EFG
ISHARES TR
-$960.0K
396,162
-7%
建仓
RTX
RTX CORPORATION
+$849.0K
7,003
增持
EMB
ISHARES TR
+$844.0K
92,324
+5%
减持
NOBL
PROSHARES TR
-$798.0K
110,218
-16%
减持
SO
SOUTHERN CO
-$764.0K
11,715
-50%
建仓
ALB
ALBEMARLE CORP
+$744.0K
7,858
增持
CTAS
CINTAS CORP
+$683.0K
23,185
+297%
增持
OEF
ISHARES TR
+$667.0K
10,548
+24%
建仓
ADI
ANALOG DEVICES INC
+$660.0K
2,869
减持
PSX
PHILLIPS 66
-$659.0K
4,895
-47%
减持
DFAE
DIMENSIONAL ETF TRUST
+$658.0K
433,454
-0%
减持
PFE
PFIZER INC
-$658.0K
24,049
-50%
增持
ABBV
ABBVIE INC
+$652.0K
24,641
+0%
建仓
AMAT
APPLIED MATLS INC
+$643.0K
3,183
减持
VO
VANGUARD INDEX FDS
-$636.0K
2,811
-50%
减持
HD
HOME DEPOT INC
-$626.0K
2,793
-45%
减持
DFAC
DIMENSIONAL ETF TRUST
+$622.0K
578,988
-3%
减持
DFCF
DIMENSIONAL ETF TRUST
+$612.0K
437,450
-1%
减持
SHW
SHERWIN WILLIAMS CO
+$590.0K
7,517
-2%
减持
SCHZ
SCHWAB STRATEGIC TR
+$575.0K
331,774
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$575.0K
4,803
-43%
清仓
INTC
INTEL CORP
-$574.0K
0
-100%
减持
MS
MORGAN STANLEY
-$567.0K
6,360
-50%
减持
GWW
GRAINGER W W INC
+$512.0K
3,971
-1%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$508.0K
217,274
-15%
减持
—
PENTAIR PLC
+$498.0K
24,398
-1%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$463.0K
4,508
减持
IYW
ISHARES TR
-$454.0K
103,027
-4%
减持
SHYG
ISHARES TR
-$450.0K
17,152
-39%
减持
—
LAM RESEARCH CORP
-$450.0K
402
-45%
增持
IEFA
ISHARES TR
+$447.0K
67,503
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$440.0K
28,170
+15%
建仓
BA
BOEING CO
+$427.0K
2,806
减持
SPGI
S&P GLOBAL INC
+$425.0K
6,531
-1%
减持
PNC
PNC FINL SVCS GROUP INC
-$423.0K
3,403
-50%
减持
NEE
NEXTERA ENERGY INC
+$414.0K
30,580
-0%
增持
ITOT
ISHARES TR
+$392.0K
29,822
+6%
增持
TSLA
TESLA INC
+$371.0K
5,612
+1%
增持
ORCL
ORACLE CORP
+$369.0K
8,497
+11%
减持
MRK
MERCK & CO INC
-$366.0K
21,461
-5%
增持
DFAT
DIMENSIONAL ETF TRUST
+$357.0K
94,380
+0%
增持
IFRA
ISHARES TR
+$355.0K
65,722
+1%
建仓
IEV
ISHARES TR
+$336.0K
5,761
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$336.0K
13,195
+16%
增持
UNH
UNITEDHEALTH GROUP INC
+$329.0K
2,517
+12%
建仓
XMLV
INVESCO EXCH TRADED FD TR II
+$315.0K
5,168
增持
DFAI
DIMENSIONAL ETF TRUST
+$312.0K
141,067
+0%
减持
IVW
ISHARES TR
+$311.0K
200,652
-2%
增持
LMT
LOCKHEED MARTIN CORP
+$311.0K
1,070
+59%
减持
—
CHUBB LIMITED
+$311.0K
10,097
-1%
减持
TXN
TEXAS INSTRS INC
-$308.0K
1,781
-49%
建仓
MDLZ
MONDELEZ INTL INC
+$308.0K
4,179
建仓
PM
PHILIP MORRIS INTL INC
+$306.0K
2,518
建仓
IGM
ISHARES TR
+$292.0K
3,048
增持
AVGO
BROADCOM INC
+$291.0K
29,985
+886%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$291.0K
41,478
+18%
减持
IVE
ISHARES TR
+$287.0K
28,667
-3%
减持
DFUS
DIMENSIONAL ETF TRUST
+$269.0K
104,438
-1%
建仓
HYDB
ISHARES TR
+$268.0K
5,583
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$266.0K
8,575
建仓
SBUX
STARBUCKS CORP
+$258.0K
2,644
增持
IGEB
ISHARES TR
+$257.0K
48,139
+8%
增持
CAT
CATERPILLAR INC
+$249.0K
2,026
+24%
减持
CINF
CINCINNATI FINL CORP
+$245.0K
14,874
-1%
清仓
STPZ
PIMCO ETF TR
-$244.0K
0
-100%
建仓
TAXX
BONDBLOXX ETF TRUST
+$237.0K
4,664
建仓
IDHQ
INVESCO EXCH TRADED FD TR II
+$229.0K
7,209
建仓
SUSC
ISHARES TR
+$226.0K
9,488
建仓
BNY
BANK NEW YORK MELLON CORP
+$221.0K
3,071
建仓
AWR
AMER STATES WTR CO
+$221.0K
2,655
减持
DFUV
DIMENSIONAL ETF TRUST
+$217.0K
102,360
-1%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$207.0K
0
-100%
建仓
—
KELLANOVA
+$203.0K
2,518
清仓
TFLO
ISHARES TR
-$201.0K
0
-100%
增持
IWX
ISHARES TR
+$196.0K
16,397
+8%
减持
NANR
SPDR INDEX SHS FDS
+$196.0K
103,984
-1%
减持
—
LINDE PLC
+$196.0K
6,854
-2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$193.0K
12,579
+8%
增持
GILD
GILEAD SCIENCES INC
+$185.0K
11,183
+2%
减持
UNP
UNION PAC CORP
-$180.0K
1,081
-45%
减持
IXC
ISHARES TR
-$175.0K
6,905
-37%
增持
COP
CONOCOPHILLIPS
+$173.0K
5,238
+58%
减持
NUE
NUCOR CORP
-$168.0K
18,779
-1%
