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Cornerstone Advisory, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Cornerstone Advisory, LLC
报告期 2026-03-31 · CIK 0001668189
持仓数
262
前50大市值合计
$869.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 11
增持 71
减持 61
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$4.5M
1,092,680
+9%
减持
BABA
ALIBABA GROUP HLDG LTD
-$3.5M
7,035
-65%
增持
MINT
PIMCO ETF TR
+$3.2M
38,733
+431%
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
ARKK
ARK ETF TR
-$2.2M
30,006
-29%
减持
AMZN
AMAZON COM INC
-$2.1M
5,875
-6%
增持
IVV
ISHARES TR
+$1.8M
88,077
+5%
增持
XLU
SELECT SECTOR SPDR TR
+$1.7M
71,773
+59%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$1.5M
546,413
+6%
建仓
PSTG
PURE STORAGE INC
+$1.3M
53,510
建仓
OGN
ORGANON & CO
+$1.3M
39,339
清仓
EFA
ISHARES TR
-$1.3M
0
-100%
增持
VHT
VANGUARD WORLD FDS
+$1.2M
35,624
+16%
减持
GOOGL
ALPHABET INC
+$1.0M
5,262
-1%
建仓
MOAT
VANECK ETF TRUST
+$979.0K
13,365
建仓
IEFA
ISHARES TR
+$972.0K
13,087
减持
AAPL
APPLE INC
-$731.0K
205,760
-6%
增持
XLF
SELECT SECTOR SPDR TR
+$716.0K
33,793
+124%
减持
ABNB
AIRBNB INC
-$700.0K
4,949
-50%
减持
ET
ENERGY TRANSFER L P
-$682.0K
108,324
-33%
增持
SRLN
SSGA ACTIVE ETF TR
+$679.0K
125,863
+14%
增持
JPM
JPMORGAN CHASE & CO
+$664.0K
19,882
+19%
减持
T
AT&T INC
-$644.0K
69,807
-21%
增持
XBI
SPDR SER TR
+$615.0K
13,407
+70%
增持
GSLC
GOLDMAN SACHS ETF TR
+$610.0K
298,566
+2%
增持
IJR
ISHARES TR
+$544.0K
55,494
+14%
减持
IDV
ISHARES TR
-$526.0K
71,505
-14%
增持
QQQ
INVESCO QQQ TR
+$524.0K
15,314
+9%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$521.0K
55,292
+97%
减持
PYPL
PAYPAL HLDGS INC
-$519.0K
15,112
-1%
增持
NOC
NORTHROP GRUMMAN CORP
+$480.0K
2,339
+134%
减持
SPY
SPDR S&P 500 ETF TR
-$462.0K
8,711
-11%
清仓
—
VIACOMCBS INC
-$461.0K
0
-100%
减持
—
FIDUCIARY CLAYMORE ENGRY INF
-$453.0K
181,589
-4%
增持
VOT
VANGUARD INDEX FDS
+$451.0K
4,462
+75%
减持
MMM
3M CO
-$409.0K
9,142
-10%
减持
XJPIX
NUVEEN PFD & INCOME TERM FD
-$396.0K
466,477
-1%
增持
IWM
ISHARES TR
+$393.0K
3,304
+130%
增持
VO
VANGUARD INDEX FDS
+$372.0K
14,103
+13%
增持
NVDA
NVIDIA CORPORATION
+$360.0K
3,414
+685%
增持
IWB
ISHARES TR
+$360.0K
6,529
+30%
减持
META
FACEBOOK INC
-$351.0K
25,308
-2%
增持
MA
MASTERCARD INCORPORATED
+$345.0K
9,574
+17%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$342.0K
10,325
-5%
增持
VYMI
VANGUARD WHITEHALL FDS
+$335.0K
39,172
+18%
减持
EZU
ISHARES INC
-$334.0K
10,500
-38%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$331.0K
38,411
-1%
增持
PFE
PFIZER INC
+$297.0K
56,312
+4%
减持
STZ
CONSTELLATION BRANDS INC
-$293.0K
2,552
-28%
建仓
REET
ISHARES TR
+$274.0K
10,000
增持
DHR
DANAHER CORPORATION
+$274.0K
2,424
+40%
增持
IUSG
ISHARES TR
+$268.0K
43,459
+5%
增持
TDVG
T ROWE PRICE ETF INC
+$258.0K
30,500
+36%
减持
AI
C3 AI INC
-$255.0K
7,991
-20%
增持
BX
BLACKSTONE INC
+$250.0K
4,400
+63%
建仓
TMV
DIREXION SHS ETF TR
+$249.0K
4,000
减持
MSFT
MICROSOFT CORP
+$242.0K
35,898
-2%
增持
WM
WASTE MGMT INC DEL
+$240.0K
3,190
+88%
减持
IWF
ISHARES TR
-$232.0K
19,890
-5%
减持
ABBV
ABBVIE INC
-$226.0K
32,808
-2%
建仓
—
DIREXION SHS ETF TR
+$226.0K
22,000
清仓
—
GLOBAL X FDS
-$217.0K
0
-100%
建仓
SCHD
SCHWAB STRATEGIC TR
+$212.0K
2,851
清仓
IJS
ISHARES TR
-$209.0K
0
-100%
减持
GLD
SPDR GOLD TR
-$209.0K
31,146
-3%
清仓
DE
DEERE & CO
-$207.0K
0
-100%
建仓
CRM
SALESFORCE COM INC
+$206.0K
761
清仓
PSCH
INVESCO EXCH TRADED FD TR II
-$201.0K
0
-100%
建仓
—
INMODE LTD
+$200.0K
1,252
减持
WMT
WALMART INC
-$200.0K
6,381
-17%
增持
TCHP
T ROWE PRICE ETF INC
+$200.0K
39,934
+18%
清仓
DOW
DOW INC
-$200.0K
0
-100%
减持
MDLZ
MONDELEZ INTL INC
-$188.0K
14,881
-12%
减持
—
TORTOISE MIDSTRM ENERGY FD I
-$187.0K
51,954
-8%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$181.0K
26,277
-7%
增持
LMT
LOCKHEED MARTIN CORP
-$175.0K
5,287
+0%
减持
DIS
DISNEY WALT CO
-$170.0K
14,511
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$143.0K
18,808
+0%
减持
IT
GARTNER INC
+$138.0K
3,355
-8%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$130.0K
268,217
-1%
增持
COST
COSTCO WHSL CORP NEW
+$128.0K
2,189
+1%
增持
MRK
MERCK & CO INC
+$125.0K
20,543
+13%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$120.0K
27,765
+0%
增持
—
MAGELLAN MIDSTREAM PRTNRS LP
+$115.0K
9,400
+47%
增持
VYM
VANGUARD WHITEHALL FDS
-$113.0K
275,429
+1%
增持
VUG
VANGUARD INDEX FDS
+$111.0K
7,290
+4%
减持
LEO
BNY MELLON STRATEGIC MUNS IN
-$108.0K
257,154
-2%
减持
DSL
DOUBLELINE INCOME SOLUTIONS
-$108.0K
83,020
-5%
减持
TFC
TRUIST FINL CORP
+$105.0K
48,273
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$101.0K
65,927
-0%
减持
UBER
UBER TECHNOLOGIES INC
-$95.0K
9,665
-8%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$92.0K
1,860
+19%
增持
VBK
VANGUARD INDEX FDS
+$90.0K
3,065
+16%
增持
IEMG
ISHARES INC
-$89.0K
28,129
+3%
减持
UNP
UNION PAC CORP
-$89.0K
3,734
-0%
减持
UPS
UNITED PARCEL SERVICE INC
-$85.0K
3,099
-1%
增持
AVGO
BROADCOM INC
+$85.0K
1,417
+12%
减持
—
PIMCO DYNAMIC CR INCOME FD
-$85.0K
38,320
-4%
减持
SPG
SIMON PPTY GROUP INC NEW
-$83.0K
4,748
-12%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$80.0K
9,074
-10%
增持
VOO
VANGUARD INDEX FDS
+$76.0K
2,523
+8%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$74.0K
32,323
-0%
建仓
GGRP
GLIMPSE GROUP INC
+$73.0K
10,000
减持
—
EXXON MOBIL CORP
-$72.0K
16,508
-0%
增持
BA
BOEING CO
-$64.0K
3,415
+0%
增持
ORCL
ORACLE CORP
+$64.0K
6,732
+0%
减持
IWD
ISHARES TR
-$64.0K
27,446
-0%
减持
VBR
VANGUARD INDEX FDS
-$63.0K
9,421
-1%
增持
MCD
MCDONALDS CORP
+$62.0K
5,734
+0%
增持
SDG
ISHARES TR
+$62.0K
3,082
+31%
增持
AMGN
AMGEN INC
-$56.0K
1,817
+0%
增持
XMYDX
BLACKROCK MUNIYIELD FD INC
-$52.0K
208,046
+0%
减持
XLK
SELECT SECTOR SPDR TR
-$52.0K
13,345
-4%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
+$52.0K
11,488
-0%
增持
SDY
SPDR SER TR
-$50.0K
59,246
+3%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
-$47.0K
67,616
+0%
减持
TY
TRI CONTL CORP
-$47.0K
50,008
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$47.0K
40,273
+2%
减持
AMD
ADVANCED MICRO DEVICES INC
+$45.0K
6,164
-2%
增持
PM
PHILIP MORRIS INTL INC
-$44.0K
10,300
+0%
减持
PG
PROCTER AND GAMBLE CO
-$43.0K
12,915
-6%
减持
CSX
CSX CORP
-$42.0K
15,840
-1%
增持
V
VISA INC
+$41.0K
23,723
+6%
减持
SBUX
STARBUCKS CORP
-$41.0K
8,272
-3%
减持
EXC
EXELON CORP
+$40.0K
10,374
-0%
增持
MO
ALTRIA GROUP INC
-$40.0K
19,993
+0%
增持
PEP
PEPSICO INC
+$39.0K
5,370
+3%
减持
BAC
BK OF AMERICA CORP
+$38.0K
39,039
-1%
增持
HD
HOME DEPOT INC
+$37.0K
3,869
+0%
增持
CAT
CATERPILLAR INC
-$37.0K
1,494
+0%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$36.0K
15,748
-1%
增持
MKC
MCCORMICK & CO INC
-$35.0K
15,347
+6%
增持
VXF
VANGUARD INDEX FDS
-$35.0K
7,920
+1%
增持
IHI
ISHARES TR
+$34.0K
13,204
+500%
增持
—
TRANE TECHNOLOGIES PLC
+$34.0K
2,203
+17%
增持
—
ETF MANAGERS TR
-$33.0K
11,954
+20%
减持
VGT
VANGUARD WORLD FDS
-$30.0K
29,859
-1%
增持
NULG
NUSHARES ETF TR
+$30.0K
3,950
+11%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
+$29.0K
18,044
+12%
增持
JNJ
JOHNSON & JOHNSON
+$29.0K
25,467
+3%
增持
AKAM
AKAMAI TECHNOLOGIES INC
-$28.0K
5,884
+7%
减持
PFF
ISHARES TR
-$27.0K
6,751
-8%
增持
SYK
STRYKER CORPORATION
+$25.0K
6,277
+0%
增持
GLW
CORNING INC
-$25.0K
7,628
+3%
减持
CTOS
CUSTOM TRUCK ONE SOURCE INC
-$25.0K
11,000
-48%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$22.0K
7,967
+4%
增持
CSCO
CISCO SYS INC
+$21.0K
13,998
+0%
增持
CVS
CVS HEALTH CORP
+$20.0K
11,678
+0%
减持
TSLA
TESLA INC
-$18.0K
516
-16%
减持
—
MEDTRONIC PLC
-$17.0K
6,295
-3%
减持
VTI
VANGUARD INDEX FDS
-$16.0K
3,875
-2%
