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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 25
增持 67
减持 48
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
THRO
BLACKROCK ETF TRUST
+$11.2M
371,923
+491%
减持
SPYM
SPDR SERIES TRUST
-$10.0M
758,262
-23%
增持
IEMG
ISHARES INC
+$9.8M
320,329
+84%
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
EMXC
ISHARES INC
-$9.5M
21,216
-89%
增持
EFV
ISHARES TR
+$9.0M
395,606
+45%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$8.2M
166,519
建仓
BAI
BLACKROCK ETF TRUST
+$6.2M
216,193
增持
SPTL
SPDR SERIES TRUST
+$6.0M
828,841
+41%
减持
VUG
VANGUARD INDEX FDS
+$4.6M
107,506
-6%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$4.0M
157,264
+72%
增持
IVV
ISHARES TR
+$3.8M
46,191
+4%
减持
IUSB
ISHARES TR
-$3.8M
417,669
-17%
增持
DYNF
BLACKROCK ETF TRUST
+$3.6M
595,696
+1%
清仓
HEFA
ISHARES TR
-$3.2M
0
-100%
建仓
SMMU
PIMCO ETF TR
+$3.0M
60,162
减持
AVGO
BROADCOM INC
+$2.8M
27,848
-4%
减持
MUNI
PIMCO ETF TR
-$2.6M
7,255
-88%
增持
NVDA
NVIDIA CORPORATION
+$2.5M
46,981
+4%
增持
QUAL
ISHARES TR
+$2.5M
175,639
+1%
增持
XTEN
BONDBLOXX ETF TRUST
+$2.4M
90,083
+141%
增持
OEF
ISHARES TR
+$2.3M
27,547
+22%
增持
STIP
ISHARES TR
+$2.1M
55,522
+59%
减持
NOBL
PROSHARES TR
-$2.1M
99,274
-16%
增持
IGRO
ISHARES TR
+$2.1M
69,654
+47%
减持
IYW
ISHARES TR
+$2.1M
92,053
-7%
增持
MSFT
MICROSOFT CORP
+$1.9M
14,455
+2%
增持
DVYE
ISHARES INC
+$1.9M
192,192
+45%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.8M
544,266
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.8M
273,060
+1%
建仓
IAGG
ISHARES TR
+$1.8M
34,648
建仓
MRSK
NORTHERN LIGHTS FD TR
+$1.7M
50,748
减持
IVW
ISHARES TR
+$1.7M
180,019
-8%
减持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.6M
80,634
-1%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.4M
427,571
+1%
减持
DFIV
DIMENSIONAL ETF TRUST
+$1.3M
458,932
-2%
增持
QDF
FLEXSHARES TR
+$1.2M
123,747
+8%
增持
PTLC
PACER FDS TR
+$1.2M
2,044,052
+3%
减持
AAPL
APPLE INC
-$1.2M
58,350
-2%
增持
IWD
ISHARES TR
+$1.1M
155,290
+1%
减持
GLDM
WORLD GOLD TR
-$1.1M
120,334
-17%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.1M
108,430
+7%
减持
JNJ
JOHNSON & JOHNSON
-$1.1M
31,781
-11%
增持
TFI
SPDR SERIES TRUST
+$1.0M
41,647
+131%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.0M
211,779
+3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$993.0K
12,199
-52%
增持
IEFA
ISHARES TR
+$944.0K
67,263
+9%
增持
TLT
ISHARES TR
+$938.0K
27,646
+68%
减持
IJH
ISHARES TR
+$930.0K
316,136
-1%
减持
CVX
CHEVRON CORP NEW
-$906.0K
6,835
-39%
增持
EFA
ISHARES TR
+$884.0K
54,330
+12%
减持
ITM
VANECK ETF TRUST
-$844.0K
10,537
-64%
增持
DFAI
DIMENSIONAL ETF TRUST
+$829.0K
153,184
+7%
减持
XT
ISHARES TR
+$827.0K
118,612
-1%
增持
ORCL
ORACLE CORP
+$826.0K
9,215
+8%
减持
SPAB
SPDR SERIES TRUST
-$799.0K
32,552
-49%
增持
JPM
JPMORGAN CHASE & CO.
+$779.0K
15,959
+2%
建仓
THY
NORTHERN LIGHTS FD TR
+$736.0K
32,802
增持
AGG
ISHARES TR
+$725.0K
95,559
+8%
减持
SPIB
SPDR SERIES TRUST
-$698.0K
21,297
-50%
建仓
EDGF
ADVISORS INNER CIRCLE FD II
+$689.0K
27,856
减持
ABBV
ABBVIE INC
-$687.0K
24,113
-2%
建仓
BUYW
NORTHERN LTS FD TR IV
+$680.0K
48,447
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$678.0K
142,888
+1%
减持
ICVT
ISHARES TR
-$665.0K
15,814
-37%
增持
VTV
VANGUARD INDEX FDS
+$662.0K
5,248
+241%
减持
HYDB
ISHARES TR
-$632.0K
5,233
-72%
减持
SCHZ
SCHWAB STRATEGIC TR
-$573.0K
681,165
-4%
建仓
PTNQ
PACER FDS TR
+$532.0K
7,450
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$525.0K
8,408
+14%
减持
—
EXXON MOBIL CORP
-$502.0K
39,728
-1%
增持
META
META PLATFORMS INC
+$497.0K
2,791
+3%
增持
BRTR
BLACKROCK ETF TRUST II
+$485.0K
301,525
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$479.0K
9,325
+2%
增持
VO
VANGUARD INDEX FDS
+$476.0K
5,519
+34%
增持
VOO
VANGUARD INDEX FDS
+$472.0K
4,154
+13%
减持
EEM
ISHARES TR
-$471.0K
16,157
-44%
增持
DFCF
DIMENSIONAL ETF TRUST
+$461.0K
458,811
+2%
减持
IWX
ISHARES TR
-$460.0K
17,705
-25%
减持
WMT
WALMART INC
+$453.0K
49,147
-1%
减持
ESGU
ISHARES TR
+$446.0K
50,760
-4%
增持
IVE
ISHARES TR
+$438.0K
34,973
+4%
增持
UNH
UNITEDHEALTH GROUP INC
-$427.0K
3,566
+21%
增持
NFLX
NETFLIX INC
+$413.0K
867
+8%
增持
—
PENTAIR PLC
+$406.0K
23,167
+3%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$401.0K
57,670
+12%
增持
AMZN
AMAZON COM INC
+$397.0K
12,947
+1%
清仓
IFRA
ISHARES TR
-$391.0K
0
-100%
减持
ITOT
ISHARES TR
+$380.0K
34,858
-2%
减持
EMR
EMERSON ELEC CO
+$375.0K
18,168
-3%
减持
PG
PROCTER AND GAMBLE CO
-$368.0K
27,747
-1%
建仓
NFG
NATIONAL FUEL GAS CO
+$367.0K
4,338
减持
CAH
CARDINAL HEALTH INC
+$358.0K
13,653
-3%
清仓
SHYG
ISHARES TR
-$356.0K
0
-100%
增持
AXON
AXON ENTERPRISE INC
+$351.0K
1,145
+1%
增持
TSLA
TESLA INC
+$349.0K
4,499
+8%
增持
VTI
VANGUARD INDEX FDS
+$347.0K
5,277
+15%
减持
CTAS
CINTAS CORP
+$346.0K
21,495
-1%
减持
MUB
ISHARES TR
-$343.0K
31,363
-9%
清仓
ALB
ALBEMARLE CORP
-$341.0K
0
-100%
减持
BDX
BECTON DICKINSON & CO
-$338.0K
3,898
-12%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$334.0K
8,282
+18%
减持
IWO
ISHARES TR
+$327.0K
10,817
-0%
增持
MS
MORGAN STANLEY
+$323.0K
7,336
+21%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$320.0K
10,050
-1%
清仓
BKLC
BNY MELLON ETF TRUST
-$319.0K
0
-100%
减持
VV
VANGUARD INDEX FDS
-$314.0K
5,832
-24%
增持
DFAU
DIMENSIONAL ETF TRUST
+$312.0K
26,850
+25%
减持
AMGN
AMGEN INC
-$311.0K
8,863
-1%
建仓
UBER
UBER TECHNOLOGIES INC
+$310.0K
3,323
增持
C
CITIGROUP INC
+$304.0K
20,043
+1%
增持
SGOV
ISHARES TR
+$300.0K
97,978
+3%
增持
DFEM
DIMENSIONAL ETF TRUST
+$297.0K
89,904
+0%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$293.0K
576
建仓
SYLD
CAMBRIA ETF TR
+$287.0K
4,407
减持
MTUM
ISHARES TR
+$286.0K
8,188
-2%
增持
BINC
BLACKROCK ETF TRUST II
+$284.0K
264,043
+1%
减持
DFIC
DIMENSIONAL ETF TRUST
+$281.0K
87,517
-0%
清仓
ES
EVERSOURCE ENERGY
-$280.0K
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
+$279.0K
43,813
+26%
减持
FNDX
SCHWAB STRATEGIC TR
-$277.0K
32,467
-29%
建仓
COWZ
PACER FDS TR
+$276.0K
5,004
清仓
BF/B
BROWN FORMAN CORP
-$273.0K
0
-100%
减持
IJR
ISHARES TR
+$270.0K
58,189
-0%
建仓
AXP
AMERICAN EXPRESS CO
+$268.0K
840
清仓
USHY
ISHARES TR
-$267.0K
0
-100%
建仓
KLAC
KLA CORP
+$266.0K
297
增持
BAC
BANK AMERICA CORP
+$266.0K
34,013
+6%
减持
AFL
AFLAC INC
-$264.0K
29,161
-3%
建仓
GIS
GENERAL MLS INC
+$262.0K
5,051
增持
VT
VANGUARD INTL EQUITY INDEX F
+$258.0K
14,723
+4%
建仓
INTU
INTUIT
+$255.0K
324
增持
SPEM
SPDR INDEX SHS FDS
+$254.0K
38,860
+9%
建仓
NKE
NIKE INC
+$252.0K
3,550
增持
PEP
PEPSICO INC
-$252.0K
14,865
+1%
建仓
TBIL
RBB FD INC
+$250.0K
5,000
增持
RPG
INVESCO EXCHANGE TRADED FD T
+$247.0K
29,540
+2%
减持
EFG
ISHARES TR
+$246.0K
139,909
-9%
建仓
GE
GE AEROSPACE
+$243.0K
944
增持
CSCO
CISCO SYS INC
+$242.0K
20,417
+7%
增持
CME
CME GROUP INC
+$242.0K
5,288
+15%
增持
RTX
RTX CORPORATION
+$239.0K
8,195
+13%
清仓
HRL
HORMEL FOODS CORP
-$237.0K
0
-100%
增持
IWF
ISHARES TR
+$237.0K
3,729
+0%
清仓
INTC
INTEL CORP
-$235.0K
0
-100%
建仓
SHY
ISHARES TR
+$232.0K
2,800
建仓
FANG
DIAMONDBACK ENERGY INC
+$231.0K
1,681
建仓
SYK
STRYKER CORPORATION
+$231.0K
583
增持
IEI
ISHARES TR
+$228.0K
137,683
+1%
减持
BND
VANGUARD BD INDEX FDS
-$227.0K
72,350
-4%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$227.0K
3,220
