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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 25
增持 75
减持 42
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
SGOV
ISHARES TR
+$12.0M
217,385
+122%
增持
PTLC
PACER FDS TR
+$11.5M
2,071,644
+1%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$9.6M
302,360
+92%
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
BAI
BLACKROCK ETF TRUST
+$9.3M
435,621
+101%
增持
SPYM
SPDR SERIES TRUST
+$9.0M
804,206
+6%
增持
DYNF
BLACKROCK ETF TRUST
+$8.8M
687,450
+15%
减持
IYW
ISHARES TR
-$8.4M
37,093
-60%
减持
EFG
ISHARES TR
-$7.2M
72,258
-48%
增持
OEF
ISHARES TR
+$7.0M
45,391
+65%
建仓
SHLD
GLOBAL X FDS
+$6.2M
90,613
增持
GLDM
WORLD GOLD TR
+$5.7M
167,678
+39%
减持
VUG
VANGUARD INDEX FDS
+$4.9M
106,242
-1%
减持
EFV
ISHARES TR
-$4.3M
304,081
-23%
增持
AAPL
APPLE INC
+$3.8M
59,889
+3%
建仓
AVEM
AMERICAN CENTY ETF TR
+$3.7M
48,091
减持
IGRO
ISHARES TR
-$3.7M
22,298
-68%
增持
IVV
ISHARES TR
+$3.5M
47,282
+2%
增持
SPTL
SPDR SERIES TRUST
+$2.9M
906,354
+9%
增持
IWD
ISHARES TR
+$2.6M
158,631
+2%
减持
QUAL
ISHARES TR
-$2.4M
151,120
-14%
增持
AVGO
BROADCOM INC
+$2.2M
28,000
+1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.0M
551,549
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.9M
285,143
+4%
增持
DVYE
ISHARES INC
+$1.9M
243,203
+27%
减持
IEMG
ISHARES INC
+$1.8M
308,589
-4%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
48,614
+3%
减持
IUSB
ISHARES TR
-$1.6M
376,341
-10%
增持
JNJ
JOHNSON & JOHNSON
+$1.5M
33,373
+5%
增持
THRO
BLACKROCK ETF TRUST
+$1.5M
383,437
+3%
减持
DFAE
DIMENSIONAL ETF TRUST
+$1.2M
416,308
-3%
增持
MRSK
NORTHERN LIGHTS FD TR
+$1.1M
78,395
+54%
减持
BRTR
BLACKROCK ETF TRUST II
-$1.1M
274,155
-9%
增持
ABBV
ABBVIE INC
+$1.1M
24,429
+1%
清仓
INTF
ISHARES TR
-$1.1M
0
-100%
增持
MBB
ISHARES TR
+$1.0M
186,352
+4%
减持
IVW
ISHARES TR
+$991.7K
169,656
-6%
清仓
AXON
AXON ENTERPRISE INC
-$948.0K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$936.3K
145,040
+2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$908.9K
72,091
+25%
增持
AGG
ISHARES TR
+$897.3K
102,593
+7%
减持
HIMU
BLACKROCK ETF TRUST II
-$888.8K
38,642
-33%
减持
XT
ISHARES TR
+$879.7K
115,377
-3%
增持
TSLA
TESLA INC
+$852.4K
5,260
+17%
增持
BIDD
BLACKROCK ETF TRUST
+$843.3K
276,101
+6%
减持
IJH
ISHARES TR
+$838.4K
309,826
-2%
减持
BINC
BLACKROCK ETF TRUST II
-$825.4K
245,724
-7%
减持
TLT
ISHARES TR
-$821.9K
17,690
-36%
增持
GOOGL
ALPHABET INC
+$815.3K
9,704
+0%
增持
IJR
ISHARES TR
+$786.1K
58,982
+1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$780.5K
164,808
+8%
减持
CTAS
CINTAS CORP
-$777.3K
21,033
-2%
增持
MSFT
MICROSOFT CORP
+$772.6K
15,207
+5%
建仓
XONE
BONDBLOXX ETF TRUST
+$763.4K
15,366
减持
BNDX
VANGUARD CHARLOTTE FDS
-$757.3K
150,395
-10%
增持
IEFA
ISHARES TR
+$733.6K
71,574
+6%
增持
PEP
PEPSICO INC
+$673.8K
17,399
+17%
减持
DFUS
DIMENSIONAL ETF TRUST
+$673.0K
107,822
-1%
减持
NANR
SPDR INDEX SHS FDS
+$666.2K
97,871
-1%
增持
ORCL
ORACLE CORP
+$647.5K
9,397
+2%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$644.4K
11,520
+15%
增持
—
EXXON MOBIL CORP
+$631.6K
42,591
+7%
增持
DFCF
DIMENSIONAL ETF TRUST
+$620.2K
463,713
+1%
增持
NEE
NEXTERA ENERGY INC
+$568.3K
33,483
+3%
增持
AVMC
AMERICAN CENTY ETF TR
+$559.8K
11,173
+234%
减持
CMCSA
COMCAST CORP NEW
-$554.1K
20,660
-36%
减持
ESGU
ISHARES TR
+$551.7K
50,055
-1%
减持
DFIV
DIMENSIONAL ETF TRUST
+$511.7K
434,462
-5%
增持
AMZN
AMAZON COM INC
+$509.2K
14,938
+15%
增持
THY
NORTHERN LIGHTS FD TR
+$499.1K
54,762
+67%
增持
EDGF
ADVISORS INNER CIRCLE FD II
+$498.9K
47,667
+71%
建仓
XHLF
BONDBLOXX ETF TRUST
+$492.0K
9,763
增持
VTV
VANGUARD INDEX FDS
+$490.5K
7,540
+44%
增持
SCHZ
SCHWAB STRATEGIC TR
+$485.0K
689,271
+1%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$475.0K
206,253
-3%
增持
TAXX
BONDBLOXX ETF TRUST
+$473.9K
16,794
+124%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$470.8K
8,757
+4%
减持
IWO
ISHARES TR
+$448.5K
10,675
-1%
增持
WMT
WALMART INC
+$446.1K
49,469
+1%
减持
SPMO
INVESCO EXCH TRADED FD TR II
+$445.8K
78,176
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$441.7K
4,286
+20%
建仓
INTC
INTEL CORP
+$428.4K
11,192
减持
SPAB
SPDR SERIES TRUST
-$422.8K
15,730
-52%
减持
ITOT
ISHARES TR
+$420.8K
34,614
-1%
减持
GD
GENERAL DYNAMICS CORP
+$417.3K
7,074
-0%
增持
BUYW
NORTHERN LTS FD TR IV
+$403.8K
76,272
+57%
增持
SPEM
SPDR INDEX SHS FDS
+$395.6K
43,062
+11%
增持
EMB
ISHARES TR
+$394.3K
60,113
+3%
减持
DFUV
DIMENSIONAL ETF TRUST
-$376.9K
76,403
-16%
增持
PTNQ
PACER FDS TR
+$376.3K
11,394
+53%
建仓
SCHD
SCHWAB STRATEGIC TR
+$373.1K
13,804
减持
DFAT
DIMENSIONAL ETF TRUST
-$370.7K
71,926
-15%
增持
MUNI
PIMCO ETF TR
+$368.3K
14,067
+94%
增持
NOBL
PROSHARES TR
+$357.3K
100,284
+1%
减持
IVE
ISHARES TR
+$350.1K
34,238
-2%
增持
GOOG
ALPHABET INC
+$338.1K
3,693
+5%
建仓
CVS
CVS HEALTH CORP
+$336.3K
4,105
增持
AEP
AMERICAN ELEC PWR CO INC
+$333.2K
7,951
+40%
减持
ROP
ROPER TECHNOLOGIES INC
-$327.9K
3,083
-3%
增持
JPM
JPMORGAN CHASE & CO.
+$322.4K
16,474
+3%
增持
CAT
CATERPILLAR INC
+$322.4K
2,184
+4%
增持
RTX
RTX CORPORATION
+$311.4K
8,443
+3%
增持
HD
HOME DEPOT INC
+$311.1K
6,921
+7%
增持
VOO
VANGUARD INDEX FDS
+$305.4K
4,281
+3%
减持
EFA
ISHARES TR
+$304.0K
54,303
-0%
增持
ICVT
ISHARES TR
+$303.9K
16,830
+6%
增持
C
CITIGROUP INC
+$303.9K
20,347
+2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$299.9K
15,625
+6%
建仓
NOC
NORTHROP GRUMMAN CORP
+$297.3K
491
增持
TIP
ISHARES TR
+$291.8K
26,898
+9%
增持
BAC
BANK AMERICA CORP
+$288.5K
36,094
+6%
减持
GWW
GRAINGER W W INC
-$286.7K
3,694
-1%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$282.8K
4,065
增持
LOW
LOWES COS INC
+$279.7K
11,387
+2%
建仓
SCZ
ISHARES TR
+$275.4K
3,556
减持
DFEM
DIMENSIONAL ETF TRUST
+$274.1K
89,074
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$265.4K
1,502
+17%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$262.8K
1,039
建仓
OVV
OVINTIV INC
+$261.3K
6,934
建仓
EIX
EDISON INTL
+$247.0K
4,272
减持
TGT
TARGET CORP
-$243.5K
6,668
-25%
建仓
VTIP
VANGUARD MALVERN FDS
+$241.0K
4,802
减持
NFLX
NETFLIX INC
-$239.3K
842
-3%
增持
AMAT
APPLIED MATLS INC
+$238.1K
4,254
+6%
建仓
ITA
ISHARES TR
+$237.4K
1,095
减持
IJK
ISHARES TR
+$237.4K
37,620
-0%
建仓
—
KELLANOVA
+$236.3K
2,846
减持
IQLT
ISHARES TR
-$235.3K
15,569
-28%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$234.5K
20,915
+1%
清仓
IDEV
ISHARES TR
-$234.0K
0
-100%
减持
SPGI
S&P GLOBAL INC
-$233.8K
6,144
-0%
清仓
SHY
ISHARES TR
-$232.0K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$231.4K
3,697
-1%
建仓
ES
EVERSOURCE ENERGY
+$230.9K
3,092
增持
SPSM
SPDR SERIES TRUST
+$228.7K
24,258
+13%
建仓
EVRG
EVERGY INC
+$223.4K
2,866
增持
MS
MORGAN STANLEY
+$223.2K
7,666
+4%
增持
IEI
ISHARES TR
+$221.0K
138,253
+0%
建仓
HAS
HASBRO INC
+$219.6K
2,863
建仓
STT
STATE STR CORP
+$219.2K
1,888
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$217.1K
10,048
+2%
建仓
VLO
VALERO ENERGY CORP
+$212.4K
1,242
清仓
SCHG
SCHWAB STRATEGIC TR
-$212.0K
0
-100%
清仓
SCHV
SCHWAB STRATEGIC TR
-$212.0K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$205.7K
73,750
+2%
建仓
IFRA
ISHARES TR
+$205.1K
3,796
建仓
IGEB
ISHARES TR
+$204.1K
4,399
清仓
VUSB
VANGUARD BD INDEX FDS
-$204.0K
0
-100%
建仓
TXXI
BONDBLOXX ETF TRUST
+$203.4K
4,000
建仓
MO
ALTRIA GROUP INC
+$203.1K
3,141
清仓
IBTJ
ISHARES TR
-$203.0K
0
-100%
