Commonwealth Financial Services, LLC 13F 持仓 · 2026年Q2

Commonwealth Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 317 只证券，申报市值合计 7.44 亿美元。前几大持仓：SPY（9.44%）、QQQ（5.88%）、AGG（5.42%）。本季前 25 大持仓中：新建仓 7 只、增持 12 只、减持 6 只。

排名	代码	公司	市值	占组合	股数	变动
1	SPY	STATE STR SPDR S&P 500 ETF T	$70.2M	9.44%	94,048	增持
2	QQQ	INVESCO QQQ TR	$43.8M	5.88%	59,472	增持
3	AGG	ISHARES TR	$40.3M	5.42%	407,606	新建仓
4	IVV	ISHARES TR	$36.8M	4.95%	49,171	增持
5	GTO	INVESCO ACTIVELY MANAGED EXC	$31.7M	4.25%	675,575	新建仓
6	GOVI	INVESCO EXCH TRADED FD TR II	$28.8M	3.87%	1.1M	新建仓
7	RDVY	FIRST TR EXCHANGE TRADED FD	$26.3M	3.53%	324,066	增持
8	RWL	INVESCO EXCH TRADED FD TR II	$23.4M	3.15%	183,408	新建仓
9	ONEQ	FIDELITY COMWLTH TR	$18.1M	2.43%	175,131	增持
10	WCMI	FIRST TR EXCHANGE-TRADED FD	$17.8M	2.40%	911,280	增持
11	NVDA	NVIDIA CORPORATION	$14.3M	1.93%	71,605	增持
12	ICLO	INVESCO ACTIVELY MANAGED EXC	$11.5M	1.55%	450,516	新建仓
13	SOXX	ISHARES TR	$8.9M	1.20%	13,895	减持
14	QMOM	EA SERIES TRUST	$8.8M	1.19%	112,150	减持
15	SPLV	INVESCO EXCH TRADED FD TR II	$8.8M	1.18%	117,275	新建仓
16	SPYM	SPDR SERIES TRUST	$8.2M	1.11%	93,698	增持
17	BOXX	EA SERIES TRUST	$7.8M	1.05%	66,708	增持
18	GJAN	FIRST TR EXCHNG TRADED FD VI	$7.8M	1.05%	173,392	减持
19	AAPL	APPLE INC	$7.5M	1.00%	25,797	增持
20	JMEE	J P MORGAN EXCHANGE TRADED F	$7.4M	1.00%	95,365	新建仓
21	DJUL	FIRST TR EXCHNG TRADED FD VI	$7.3M	0.97%	144,633	减持
22	FRDM	EA SERIES TRUST	$6.8M	0.92%	93,657	减持
23	FIXD	FIRST TR EXCHNG TRADED FD VI	$6.7M	0.90%	153,627	减持
24	MSFT	MICROSOFT CORP	$6.4M	0.86%	20,595	增持
25	SGOV	ISHARES TR	$6.3M	0.84%	62,122	增持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR