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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 21
增持 60
减持 61
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SERIES TRUST
+$26.7M
1,110,238
+35%
建仓
CORO
BLACKROCK ETF TRUST
+$22.0M
631,638
增持
GOVT
ISHARES TR
+$16.8M
799,766
+1088%
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
XLG
INVESCO EXCHANGE TRADED FD T
-$16.7M
25,832
-92%
建仓
ACWX
ISHARES TR
+$11.3M
151,255
减持
IEMG
ISHARES INC
-$10.8M
134,910
-58%
减持
OEF
ISHARES TR
-$10.5M
16,628
-65%
减持
GLDM
WORLD GOLD TR
-$8.3M
56,520
-65%
增持
SHLD
GLOBAL X FDS
+$6.2M
179,757
+67%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$6.1M
191,067
+114%
减持
EFV
ISHARES TR
-$5.7M
178,665
-35%
减持
EMB
ISHARES TR
-$5.1M
7,206
-88%
减持
BINC
BLACKROCK ETF TRUST II
-$4.8M
155,123
-37%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.7M
330,567
+13%
减持
DYNF
BLACKROCK ETF TRUST
-$4.6M
589,815
-15%
增持
BND
VANGUARD BD INDEX FDS
+$4.3M
132,902
+77%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$4.0M
204,470
+67%
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.9M
647,521
+10%
增持
DFAI
DIMENSIONAL ETF TRUST
+$3.9M
273,628
+38%
减持
BAI
BLACKROCK ETF TRUST
+$3.5M
475,072
-0%
减持
IVV
ISHARES TR
-$3.5M
42,482
-14%
减持
IEI
ISHARES TR
-$3.4M
115,800
-20%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.6M
183,279
+19%
减持
PTLC
PACER FDS TR
-$2.5M
2,034,543
-2%
增持
DFAE
DIMENSIONAL ETF TRUST
+$2.4M
434,590
+1%
增持
AVEM
AMERICAN CENTY ETF TR
+$2.2M
103,313
+12%
增持
SPSM
SPDR SERIES TRUST
+$2.0M
60,547
+130%
减持
AGG
ISHARES TR
-$1.8M
92,816
-16%
增持
SGOV
ISHARES TR
+$1.8M
215,020
+9%
减持
IJH
ISHARES TR
+$1.8M
306,505
-2%
减持
AVGO
BROADCOM INC
+$1.6M
26,973
-0%
建仓
SPIP
SPDR SERIES TRUST
+$1.6M
61,737
增持
AVMC
AMERICAN CENTY ETF TR
+$1.6M
37,740
+100%
减持
MSFT
MICROSOFT CORP
-$1.5M
13,936
-9%
增持
VUG
VANGUARD INDEX FDS
+$1.5M
107,438
+2%
建仓
BLCR
BLACKROCK ETF TRUST
+$1.5M
31,858
减持
IWD
ISHARES TR
+$1.5M
178,071
-4%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.5M
140,519
+11%
减持
DFUV
DIMENSIONAL ETF TRUST
-$1.4M
41,065
-45%
减持
NANR
SPDR INDEX SHS FDS
+$1.3M
95,205
-3%
增持
PM
PHILIP MORRIS INTL INC
+$1.2M
11,362
+208%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.2M
130,158
+0%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.2M
528,522
+5%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.2M
22,809
+183%
增持
VTIP
VANGUARD MALVERN FDS
+$1.1M
31,049
+268%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
49,451
+4%
减持
IVE
ISHARES TR
-$1.1M
34,708
-16%
减持
—
EXXON MOBIL CORP
+$1.1M
42,322
-1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.0M
247,549
+5%
清仓
PTNQ
PACER FDS TR
-$936.6K
0
-100%
减持
DFIV
DIMENSIONAL ETF TRUST
-$923.9K
367,348
-14%
建仓
SFLR
INNOVATOR ETFS TRUST
+$892.5K
24,445
建仓
LMUB
ISHARES TR
+$866.4K
17,025
增持
WMT
WALMART INC
+$853.8K
50,288
+1%
减持
DFAT
DIMENSIONAL ETF TRUST
-$849.3K
49,814
-29%
增持
JNJ
JOHNSON & JOHNSON
+$846.5K
29,187
+1%
减持
LLY
ELI LILLY & CO
-$840.8K
4,741
-3%
减持
SCHZ
SCHWAB STRATEGIC TR
-$799.5K
599,748
-5%
减持
QUAL
ISHARES TR
-$797.4K
88,289
-8%
增持
BIL
SPDR SERIES TRUST
+$763.5K
11,868
+236%
减持
STIP
ISHARES TR
-$750.3K
29,899
-21%
减持
DVYE
ISHARES INC
-$732.2K
261,546
-19%
增持
THRO
BLACKROCK ETF TRUST
+$728.0K
390,981
+1%
减持
SPGI
S&P GLOBAL INC
-$710.5K
5,672
-8%
增持
TDV
PROSHARES TR
+$701.1K
11,891
+147%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$686.4K
9,328
-6%
建仓
XAR
SPDR SERIES TRUST
+$682.1K
2,468
增持
ICSH
ISHARES TR
+$632.4K
60,864
+26%
增持
AMAT
APPLIED MATLS INC
+$630.8K
4,335
+2%
减持
SPTL
SPDR SERIES TRUST
-$619.1K
785,454
-3%
增持
CAT
CATERPILLAR INC
+$614.6K
2,720
+1%
减持
EFG
ISHARES TR
-$599.0K
53,184
-15%
减持
TIP
ISHARES TR
-$582.8K
21,522
-21%
减持
ABT
ABBOTT LABORATORIES
-$572.2K
17,944
-3%
减持
XTEN
BONDBLOXX ETF TRUST
-$565.2K
74,290
-14%
减持
XT
ISHARES TR
+$565.0K
110,233
-0%
增持
META
META PLATFORMS INC
+$549.0K
3,333
+26%
增持
BRTR
BLACKROCK ETF TRUST II
+$544.8K
291,738
+4%
减持
IJR
ISHARES TR
-$541.9K
48,815
-18%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$541.2K
10,264
-3%
减持
GWW
WW GRAINGER INC
+$533.3K
3,662
-1%
减持
ABBV
ABBVIE INC
-$515.8K
24,536
-0%
增持
AMZN
AMAZON COM INC
+$482.9K
15,914
+5%
减持
TSLA
TESLA INC
-$479.5K
4,619
-11%
建仓
VLUE
ISHARES TR
+$475.3K
3,004
增持
IGRO
ISHARES TR
+$475.0K
16,315
+39%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$461.9K
9,780
+22%
增持
—
LINDE PLC
+$452.2K
6,681
+0%
减持
HIMU
BLACKROCK ETF TRUST II
-$442.3K
21,191
-30%
减持
NUE
NUCOR CORP
+$433.3K
14,934
-2%
增持
SYLD
CAMBRIA ETF TR
+$432.3K
9,603
+111%
减持
IJK
ISHARES TR
+$426.9K
37,045
-1%
增持
MRK
MERCK & CO INC
+$423.0K
26,480
+2%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$420.7K
48,307
+23%
减持
BNDW
VANGUARD SCOTTSDALE FDS
-$403.5K
6,563
-47%
减持
NEE
NEXTERA ENERGY INC
+$396.8K
34,635
-0%
增持
COWZ
PACER FDS TR
+$396.8K
10,993
+123%
增持
RPG
INVESCO EXCHANGE TRADED FD T
+$390.4K
32,831
+11%
清仓
—
ACCENTURE PLC IRELAND
-$379.4K
0
-100%
建仓
INTC
INTEL CORP
+$378.5K
5,525
增持
LRCX
LAM RESEARCH CORP
+$376.7K
3,726
+3%
建仓
CI
THE CIGNA GROUP
+$374.2K
1,343
增持
GOOGL
ALPHABET INC
+$372.5K
10,182
+3%
减持
ORCL
ORACLE CORP
-$368.6K
8,463
-11%
增持
ADI
ANALOG DEVICES INC
+$366.7K
3,471
+2%
增持
COP
CONOCOPHILLIPS
+$362.8K
8,769
+25%
清仓
KMB
KIMBERLY-CLARK CORP
-$354.2K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$354.0K
12,296
+4%
减持
MKC
MCCORMICK & CO INC
-$351.1K
10,185
-23%
减持
ROP
ROPER TECHNOLOGIES INC
-$347.4K
2,710
-9%
建仓
GEV
GE VERNOVA INC
+$336.9K
336
建仓
GLD
SPDR GOLD TR
+$334.4K
750
减持
DFEM
DIMENSIONAL ETF TRUST
+$331.6K
84,948
-5%
增持
GOOG
ALPHABET INC
+$329.7K
4,212
+20%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$329.5K
29,905
+7%
增持
C
CITIGROUP INC
+$328.3K
20,596
+0%
建仓
EOG
EOG RES INC
+$320.9K
2,499
建仓
FDX
FEDEX CORP
+$319.0K
813
增持
KO
COCA COLA CO
+$315.5K
47,158
+1%
减持
QCOM
QUALCOMM INC
-$309.5K
5,863
-9%
减持
IWO
ISHARES TR
+$309.1K
10,308
-1%
增持
AMGN
AMGEN INC
+$307.5K
9,373
+1%
建仓
IWL
ISHARES TR
+$304.5K
1,730
减持
BIDD
BLACKROCK ETF TRUST
+$303.2K
256,023
-3%
增持
MDLZ
MONDELEZ INTL INC
+$302.0K
10,335
+92%
减持
BDX
BECTON DICKINSON & CO
-$299.6K
2,724
-28%
减持
—
PENTAIR PLC
-$297.8K
22,185
-0%
清仓
IWR
ISHARES TR
-$285.8K
0
-100%
减持
EFA
ISHARES TR
+$283.1K
52,087
-3%
减持
VWOB
VANGUARD WHITEHALL FDS
-$280.9K
4,961
-46%
减持
DOV
DOVER CORP
+$276.4K
12,297
-1%
建仓
HYMB
SPDR SERIES TRUST
+$269.8K
10,712
建仓
PNFP
PINNACLE FINL PARTNERS INC
+$267.6K
2,757
清仓
EMGF
ISHARES INC
-$265.9K
0
-100%
清仓
—
SYNOVUS FINL CORP
-$265.3K
0
-100%
建仓
DE
DEERE & CO
+$264.8K
448
减持
ICVT
ISHARES TR
-$263.9K
13,019
-26%
建仓
WFC
WELLS FARGO & CO
+$263.4K
3,236
减持
IJJ
ISHARES TR
+$263.1K
32,925
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$261.5K
33,464
+18%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$260.7K
8,654
+1%
清仓
XMLV
INVESCO EXCH TRADED FD TR II
-$259.8K
0
-100%
增持
GILD
GILEAD SCIENCES INC
+$255.6K
12,205
+5%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$253.3K
16,757
+4%
增持
CVX
CHEVRON CORPORATION
+$252.3K
6,932
+3%
建仓
DLR
DIGITAL RLTY TR INC
+$252.1K
1,238
增持
DFSD
DIMENSIONAL ETF TRUST
+$249.9K
155,057
+3%
清仓
HRL
HORMEL FOODS CORP
-$246.4K
0
-100%
建仓
GLW
CORNING INC
+$244.9K
1,490
减持
IVW
ISHARES TR
+$244.8K
167,625
-3%
