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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 56
增持 52
减持 41
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$12.1M
465,338
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$8.3M
1,161,415
+6%
增持
IVV
ISHARES TR
+$6.3M
92,715
+5%
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
AAPL
APPLE INC
+$6.0M
197,792
-4%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$3.2M
486,504
-11%
增持
GSLC
GOLDMAN SACHS ETF TR
+$3.0M
301,489
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.7M
278,141
+1%
减持
GLD
SPDR GOLD TR
-$2.7M
14,046
-55%
增持
VHT
VANGUARD WORLD FDS
+$2.1M
40,907
+15%
增持
IJR
ISHARES TR
+$1.8M
68,394
+23%
增持
XLU
SELECT SECTOR SPDR TR
+$1.8M
88,526
+23%
减持
MSFT
MICROSOFT CORP
+$1.7M
35,175
-2%
减持
AME
AMETEK INC
-$1.7M
61
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
39,690
+3%
减持
AMZN
AMAZON COM INC
-$1.3M
5,395
-8%
减持
DSL
DOUBLELINE INCOME SOLUTIONS
-$1.3M
13,074
-84%
减持
VGT
VANGUARD WORLD FDS
+$1.2M
28,860
-3%
减持
META
META PLATFORMS INC
-$1.2M
21,868
-14%
增持
SDY
SPDR SER TR
+$1.2M
63,030
+6%
减持
GOOGL
ALPHABET INC
+$1.1M
5,222
-1%
增持
MOAT
VANECK ETF TRUST
+$992.0K
25,899
+94%
建仓
IBB
ISHARES TR
+$990.0K
6,485
增持
IUSG
ISHARES TR
+$969.0K
46,869
+8%
减持
MINT
PIMCO ETF TR
-$943.0K
29,582
-24%
增持
IEFA
ISHARES TR
+$913.0K
25,256
+93%
减持
T
AT&T INC
-$896.0K
40,249
-42%
减持
ABBV
ABBVIE INC
+$894.0K
32,735
-0%
减持
ARKK
ARK ETF TR
-$862.0K
25,945
-14%
增持
—
TORTOISE MIDSTRM ENERGY FD I
+$838.0K
76,699
+48%
清仓
—
PIMCO DYNAMIC CR INCOME FD
-$810.0K
0
-100%
减持
PFE
PFIZER INC
+$804.0K
54,629
-3%
增持
QQQ
INVESCO QQQ TR
+$766.0K
15,706
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$723.0K
54,753
-17%
减持
EQR
EQUITY RESIDENTIAL
-$668.0K
9,116
-51%
增持
TCHP
T ROWE PRICE ETF INC
+$640.0K
57,733
+45%
增持
IEMG
ISHARES INC
+$625.0K
39,450
+40%
增持
XBI
SPDR SER TR
+$608.0K
20,481
+53%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$599.0K
33,294
+3%
增持
TDVG
T ROWE PRICE ETF INC
+$577.0K
43,780
+44%
减持
IWF
ISHARES TR
+$568.0K
19,697
-1%
减持
BABA
ALIBABA GROUP HLDG LTD
-$519.0K
4,400
-37%
增持
MA
MASTERCARD INCORPORATED
+$498.0K
10,647
+11%
增持
SRLN
SSGA ACTIVE ETF TR
+$475.0K
137,343
+9%
增持
VO
VANGUARD INDEX FDS
+$467.0K
14,938
+6%
增持
NVDA
NVIDIA CORPORATION
+$445.0K
3,921
+15%
建仓
ZTS
ZOETIS INC
+$437.0K
1,792
增持
MRVL
MARVELL TECHNOLOGY INC
+$413.0K
8,450
+56%
增持
IWD
ISHARES TR
+$387.0K
27,883
+2%
建仓
LYFT
LYFT INC
+$383.0K
8,951
增持
DHR
DANAHER CORPORATION
+$376.0K
3,386
+40%
建仓
—
XILINX INC
+$366.0K
1,725
建仓
—
BED BATH & BEYOND INC
+$353.0K
24,200
建仓
PEJ
INVESCO EXCHANGE TRADED FD T
+$353.0K
7,213
建仓
PAYX
PAYCHEX INC
+$352.0K
2,578
建仓
—
VIACOMCBS INC
+$350.0K
11,600
减持
AMT
AMERICAN TOWER CORP NEW
-$341.0K
6,521
-23%
建仓
TJX
TJX COS INC NEW
+$340.0K
4,478
减持
VZ
VERIZON COMMUNICATIONS INC
-$336.0K
35,386
-12%
减持
LMT
LOCKHEED MARTIN CORP
-$329.0K
4,207
-20%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$329.0K
21,406
-23%
增持
VBR
VANGUARD INDEX FDS
+$326.0K
10,742
+14%
增持
UNP
UNION PAC CORP
+$325.0K
4,195
+12%
减持
XLK
SELECT SECTOR SPDR TR
+$320.0K
13,296
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$320.0K
2,713
+2%
增持
PG
PROCTER AND GAMBLE CO
+$320.0K
12,994
+1%
建仓
NFLX
NETFLIX INC
+$320.0K
531
增持
AMGN
AMGEN INC
+$311.0K
3,099
+71%
增持
PYPL
PAYPAL HLDGS INC
-$309.0K
19,218
+27%
减持
LEO
BNY MELLON STRATEGIC MUNS IN
-$308.0K
227,645
-11%
建仓
DIVO
AMPLIFY ETF TR
+$308.0K
8,077
建仓
KKR
KKR & CO INC
+$304.0K
4,075
增持
LOW
LOWES COS INC
+$293.0K
2,185
+64%
建仓
BXP
BOSTON PROPERTIES INC
+$292.0K
2,534
建仓
COP
CONOCOPHILLIPS
+$291.0K
4,030
建仓
DXCM
DEXCOM INC
+$288.0K
536
增持
IWB
ISHARES TR
+$287.0K
7,054
+8%
建仓
SUSA
ISHARES TR
+$275.0K
2,582
增持
CVX
CHEVRON CORP NEW
+$273.0K
5,089
+60%
建仓
NULC
NUSHARES ETF TR
+$268.0K
6,500
建仓
STT
STATE STR CORP
+$267.0K
2,874
增持
JNJ
JOHNSON & JOHNSON
+$265.0K
25,589
+0%
建仓
CMCSA
COMCAST CORP NEW
+$265.0K
5,274
建仓
SKYY
FIRST TR EXCHANGE TRADED FD
+$260.0K
2,490
减持
V
VISA INC
-$258.0K
23,196
-2%
增持
CRM
SALESFORCE COM INC
+$257.0K
1,821
+139%
建仓
GIS
GENERAL MLS INC
+$256.0K
3,813
减持
IWM
ISHARES TR
-$255.0K
2,103
-36%
建仓
VXUS
VANGUARD STAR FDS
+$254.0K
4,004
建仓
GE
GENERAL ELECTRIC CO
+$252.0K
2,671
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$251.0K
14,751
-6%
增持
CSX
CSX CORP
+$248.0K
19,105
+21%
建仓
CLX
CLOROX CO DEL
+$248.0K
1,420
建仓
EW
EDWARDS LIFESCIENCES CORP
+$245.0K
1,893
建仓
ARKG
ARK ETF TR
+$244.0K
4,000
增持
EXC
EXELON CORP
+$244.0K
12,921
+25%
增持
SO
SOUTHERN CO
+$238.0K
6,478
+95%
建仓
CTVA
CORTEVA INC
+$238.0K
5,038
建仓
C
CITIGROUP INC
+$238.0K
3,948
减持
DFAS
DIMENSIONAL ETF TRUST
-$237.0K
4,142
-51%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$237.0K
1,255
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$236.0K
8,000
建仓
MAA
MID-AMER APT CMNTYS INC
+$234.0K
1,022
增持
PEP
PEPSICO INC
+$234.0K
6,000
+12%
增持
IXN
ISHARES TR
+$233.0K
8,166
+58%
减持
XJPIX
NUVEEN PFD & INCOME TERM FD
+$232.0K
455,983
-2%
增持
EZU
ISHARES INC
+$231.0K
15,000
+43%
减持
AMD
ADVANCED MICRO DEVICES INC
+$231.0K
6,010
-2%
增持
NKE
NIKE INC
+$231.0K
10,102
+1%
建仓
BDX
BECTON DICKINSON & CO
+$228.0K
907
建仓
PODD
INSULET CORP
+$227.0K
852
建仓
—
SANDY SPRING BANCORP INC
+$226.0K
4,708
减持
VUG
VANGUARD INDEX FDS
+$224.0K
7,289
-0%
建仓
WYNN
WYNN RESORTS LTD
+$223.0K
2,620
建仓
IWS
ISHARES TR
+$222.0K
1,808
增持
VYMI
VANGUARD WHITEHALL FDS
+$221.0K
41,796
+7%
增持
PLD
PROLOGIS INC.
+$221.0K
3,394
+21%
建仓
NUSC
NUSHARES ETF TR
+$221.0K
5,240
增持
CVS
CVS HEALTH CORP
+$220.0K
11,736
+0%
增持
AMAT
APPLIED MATLS INC
+$215.0K
6,984
+2%
建仓
SUB
ISHARES TR
+$214.0K
2,000
建仓
DECK
DECKERS OUTDOOR CORP
+$214.0K
584
建仓
NULV
NUSHARES ETF TR
+$214.0K
5,500
建仓
VEA
VANGUARD TAX-MANAGED INTL FD
+$212.0K
4,156
增持
—
MAGELLAN MIDSTREAM PRTNRS LP
+$212.0K
13,800
+47%
减持
MKC
MCCORMICK & CO INC
+$210.0K
15,053
-2%
增持
XLF
SELECT SECTOR SPDR TR
+$209.0K
37,823
+12%
增持
HON
HONEYWELL INTL INC
+$208.0K
5,199
+26%
减持
UBER
UBER TECHNOLOGIES INC
-$207.0K
5,400
-44%
建仓
XLE
SELECT SECTOR SPDR TR
+$204.0K
3,680
建仓
IJS
ISHARES TR
+$204.0K
1,956
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$204.0K
10,000
-45%
建仓
BF/B
BROWN FORMAN CORP
+$203.0K
2,785
减持
RSPH
INVESCO EXCHANGE TRADED FD T
+$203.0K
11,323
-1%
建仓
DE
DEERE & CO
+$202.0K
589
建仓
SUSL
ISHARES TR
+$202.0K
2,402
建仓
GPC
GENUINE PARTS CO
+$198.0K
1,406
建仓
—
LABORATORY CORP AMER HLDGS
+$197.0K
627
建仓
HUN
HUNTSMAN CORP
+$196.0K
5,642
减持
AVB
AVALONBAY CMNTYS INC
-$196.0K
5,540
-23%
建仓
EBAY
EBAY INC.
+$196.0K
2,938
减持
TMV
DIREXION SHS ETF TR
-$195.0K
1,000
-75%
减持
PSA
PUBLIC STORAGE
+$195.0K
2,630
-1%
减持
AVGO
BROADCOM INC
+$192.0K
1,321
-7%
建仓
HAL
HALLIBURTON CO
+$192.0K
8,400
增持
KO
COCA COLA CO
+$191.0K
7,759
+51%
建仓
ALL
ALLSTATE CORP
+$190.0K
1,611
建仓
PSX
PHILLIPS 66
+$190.0K
2,623
减持
IDV
ISHARES TR
-$190.0K
63,711
-11%
建仓
FTNT
FORTINET INC
+$185.0K
515
建仓
DOW
DOW INC
+$185.0K
3,268
