小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 11
增持 69
减持 47
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
QUAL
ISHARES TR
-$10.7M
95,993
-36%
增持
IWD
ISHARES TR
+$6.3M
185,358
+17%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$6.0M
129,902
+66%
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
SPTL
SPDR SERIES TRUST
-$3.5M
807,954
-11%
增持
AVEM
AMERICAN CENTY ETF TR
+$3.4M
92,335
+92%
建仓
SYSB
ISHARES TR
+$3.2M
35,753
增持
DVYE
ISHARES INC
+$2.7M
323,738
+33%
减持
QDF
FLEXSHARES TR
-$2.6M
79,841
-30%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$2.5M
140,745
+63%
增持
VTI
VANGUARD INDEX FDS
+$2.2M
11,800
+122%
增持
SPYM
SPDR SERIES TRUST
+$2.1M
824,478
+3%
减持
SGOV
ISHARES TR
-$2.0M
197,630
-9%
减持
STIP
ISHARES TR
-$2.0M
37,612
-34%
增持
AAPL
APPLE INC
+$1.9M
65,003
+9%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.8M
588,905
+7%
增持
IVV
ISHARES TR
+$1.6M
49,368
+4%
增持
LLY
ELI LILLY & CO
+$1.6M
4,872
+11%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.6M
122,258
-19%
增持
IVE
ISHARES TR
+$1.6M
41,308
+21%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.5M
633,702
-8%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.5M
236,806
+15%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.5M
127,053
+18%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.5M
197,751
+20%
减持
HD
HOME DEPOT INC
-$1.5M
3,551
-49%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.4M
502,032
+8%
减持
EFG
ISHARES TR
-$1.3M
62,382
-14%
减持
DFIV
DIMENSIONAL ETF TRUST
+$1.2M
427,604
-2%
减持
EFV
ISHARES TR
-$1.1M
276,899
-9%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$993.4K
89,293
+24%
增持
DYNF
BLACKROCK ETF TRUST
+$973.8K
693,628
+1%
减持
XT
ISHARES TR
-$925.0K
110,319
-4%
增持
OEF
ISHARES TR
+$864.2K
47,445
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$864.0K
293,268
+3%
建仓
BNDW
VANGUARD SCOTTSDALE FDS
+$854.7K
12,434
减持
IGRO
ISHARES TR
-$832.2K
11,735
-47%
增持
ORCL
ORACLE CORP
-$812.4K
9,492
+1%
清仓
SPIB
SPDR SERIES TRUST
-$786.9K
0
-100%
增持
SHLD
GLOBAL X FDS
+$778.1K
107,476
+19%
建仓
IBMS
ISHARES TR
+$708.7K
27,194
增持
MRK
MERCK & CO INC
+$698.8K
25,936
+12%
增持
JPM
JPMORGAN CHASE & CO.
+$698.7K
17,529
+6%
增持
AGG
ISHARES TR
+$697.6K
110,872
+8%
减持
IYW
ISHARES TR
-$648.9K
34,477
-7%
清仓
—
ISHARES TR
-$640.6K
0
-100%
增持
MSFT
MICROSOFT CORP
-$584.4K
15,256
+0%
增持
IEI
ISHARES TR
+$584.4K
144,134
+4%
增持
GOOGL
ALPHABET INC
+$584.3K
9,925
+2%
减持
AVGO
BROADCOM INC
-$571.6K
26,998
-4%
减持
CAH
CARDINAL HEALTH INC
+$566.3K
13,320
-1%
增持
AVMC
AMERICAN CENTY ETF TR
+$549.7K
18,835
+69%
减持
IWF
ISHARES TR
-$536.5K
2,627
-30%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$532.9K
28,067
+40%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$521.4K
308,147
+2%
增持
DFAE
DIMENSIONAL ETF TRUST
+$504.6K
431,417
+4%
减持
IUSB
ISHARES TR
-$488.7K
370,207
-2%
增持
VOO
VANGUARD INDEX FDS
+$476.9K
5,011
+17%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$455.7K
0
-100%
增持
IVW
ISHARES TR
+$453.1K
172,520
+2%
减持
HIMU
BLACKROCK ETF TRUST II
-$434.4K
30,337
-21%
减持
VUG
VANGUARD INDEX FDS
-$433.8K
105,736
-0%
清仓
INTC
INTEL CORP
-$428.4K
0
-100%
增持
CAT
CATERPILLAR INC
+$405.1K
2,700
+24%
增持
SCHD
SCHWAB STRATEGIC TR
+$404.4K
28,347
+105%
减持
PEP
PEPSICO INC
-$402.8K
15,566
-11%
增持
DFSD
DIMENSIONAL ETF TRUST
+$388.5K
150,686
+7%
增持
AMGN
AMGEN INC
+$388.4K
9,235
+2%
清仓
—
ISHARES TR
-$384.5K
0
-100%
增持
C
CITIGROUP INC
+$384.3K
20,517
+1%
增持
SPAB
SPDR SERIES TRUST
+$378.5K
30,629
+95%
减持
JNJ
JOHNSON & JOHNSON
-$365.8K
28,937
-13%
减持
NUE
NUCOR CORP
+$362.1K
15,277
-1%
减持
NANR
SPDR INDEX SHS FDS
+$361.0K
97,792
-0%
清仓
GIS
GENERAL MLS INC
-$353.2K
0
-100%
增持
IEMG
ISHARES INC
+$352.6K
317,599
+3%
清仓
FXC
INVESCO CURRENCYSHARES CDN D
-$341.9K
0
-100%
清仓
GLW
CORNING INC
-$340.7K
0
-100%
清仓
EOG
EOG RES INC
-$340.0K
0
-100%
减持
BIDD
BLACKROCK ETF TRUST
-$339.0K
263,892
-4%
建仓
BIL
SPDR SERIES TRUST
+$323.0K
3,535
清仓
CLX
CLOROX CO DEL
-$316.6K
0
-100%
增持
WMT
WALMART INC
+$305.8K
49,887
+1%
增持
BAI
BLACKROCK ETF TRUST
+$304.1K
476,279
+9%
增持
—
CHUBB LIMITED
+$302.2K
9,603
+0%
增持
MRSK
NORTHERN LIGHTS FD TR
+$298.3K
85,535
+9%
建仓
ALB
ALBEMARLE CORP
+$288.5K
2,040
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$286.4K
154,199
+6%
清仓
HYDB
ISHARES TR
-$280.3K
0
-100%
增持
DFAS
DIMENSIONAL ETF TRUST
+$277.8K
8,046
+98%
清仓
KMI
KINDER MORGAN INC DEL
-$275.9K
0
-100%
建仓
IBTJ
ISHARES TR
+$272.2K
12,404
减持
PTLC
PACER FDS TR
-$268.0K
2,069,431
-0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$266.5K
9,938
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$265.3K
10,610
+13%
减持
KMB
KIMBERLY-CLARK CORP
-$264.6K
3,511
-33%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$260.7K
18,505
-12%
建仓
HRL
HORMEL FOODS CORP
+$246.4K
10,395
减持
META
META PLATFORMS INC
-$243.2K
2,645
-2%
建仓
MU
MICRON TECHNOLOGY INC
+$241.5K
846
建仓
COF
CAPITAL ONE FINL CORP
+$236.8K
977
清仓
—
KELLANOVA
-$236.3K
0
-100%
清仓
APH
AMPHENOL CORP NEW
-$234.1K
0
-100%
增持
—
EXXON MOBIL CORP
+$232.2K
42,769
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$231.9K
4,004
-7%
建仓
SLV
ISHARES SILVER TR
+$228.6K
3,548
清仓
HAS
HASBRO INC
-$219.6K
0
-100%
清仓
DLR
DIGITAL RLTY TR INC
-$215.9K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$214.5K
3,691
+54%
增持
THRO
BLACKROCK ETF TRUST
+$214.1K
386,702
+1%
增持
SPGI
S&P GLOBAL INC
+$213.5K
6,163
+0%
清仓
IGV
ISHARES TR
-$212.7K
0
-100%
减持
FNDX
SCHWAB STRATEGIC TR
-$212.6K
23,399
-26%
增持
TXN
TEXAS INSTRS INC
+$211.7K
2,383
+100%
清仓
SCHR
SCHWAB STRATEGIC TR
-$210.3K
0
-100%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$208.5K
0
-100%
清仓
IFRA
ISHARES TR
-$205.1K
0
-100%
清仓
IGEB
ISHARES TR
-$204.1K
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$203.5K
0
-100%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$203.4K
351
清仓
MO
ALTRIA GROUP INC
-$203.1K
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$202.8K
10,037
+36%
增持
GS
GOLDMAN SACHS GROUP INC
+$197.4K
1,564
+4%
减持
XTEN
BONDBLOXX ETF TRUST
-$193.6K
86,342
-2%
减持
BINC
BLACKROCK ETF TRUST II
-$191.6K
245,120
-0%
减持
DOV
DOVER CORP
+$189.7K
12,382
-1%
减持
NVDA
NVIDIA CORPORATION
-$187.9K
47,544
-2%
减持
VYM
VANGUARD WHITEHALL FDS
-$184.1K
3,107
-30%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$183.5K
7,413
+3%
减持
IWO
ISHARES TR
-$176.3K
10,415
-2%
增持
VTIP
VANGUARD MALVERN FDS
+$176.0K
8,430
+76%
增持
IEFA
ISHARES TR
+$165.8K
72,820
+2%
增持
SPMD
SPDR SERIES TRUST
+$164.7K
27,269
+11%
增持
NFLX
NETFLIX INC
-$162.8K
8,094
+861%
减持
GOVT
ISHARES TR
-$161.5K
67,302
-8%
增持
BAC
BANK AMERICA CORP
+$159.3K
37,395
+4%
增持
ICSH
ISHARES TR
+$157.6K
48,361
+7%
增持
DIS
DISNEY WALT CO
+$156.2K
3,302
+68%
增持
AMZN
AMAZON COM INC
+$155.3K
15,183
+2%
减持
—
LINDE PLC
-$150.1K
6,652
-1%
增持
SYK
STRYKER CORPORATION
+$149.1K
1,114
+75%
减持
GWW
WW GRAINGER INC
+$148.1K
3,692
-0%
增持
TAXX
BONDBLOXX ETF TRUST
+$147.2K
19,778
+18%
减持
PH
PARKER-HANNIFIN CORP
-$147.0K
401
-38%
减持
ROP
ROPER TECHNOLOGIES INC
-$146.5K
2,987
-3%
减持
CINF
CINCINNATI FINL CORP
-$144.8K
12,576
-10%
增持
DFIP
DIMENSIONAL ETF TRUST
+$143.4K
53,941
+9%
减持
TROW
PRICE T ROWE GROUP INC
-$140.7K
5,542
-19%
增持
KO
COCA COLA CO
+$138.0K
46,578
+4%
减持
GOOG
ALPHABET INC
+$137.8K
3,505
-5%
减持
T
AT&T INC
-$136.2K
26,293
-16%
增持
IJH
ISHARES TR
+$132.4K
311,785
+1%
