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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 5
增持 51
减持 36
清仓 58
方向
标的
Δ市值
现股数(环比)
增持
VBR
VANGUARD INDEX FDS
+$7.5M
53,709
+400%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$3.4M
421,437
-13%
增持
TROW
PRICE T ROWE GROUP INC
-$3.3M
72,328
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。
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.2M
39,912
+1%
增持
GOOGL
ALPHABET INC
+$2.1M
6,181
+18%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$2.0M
578,167
+24%
清仓
—
FIDUCIARY CLAYMORE ENGRY INF
-$2.0M
0
-100%
建仓
KYN
KAYNE ANDERSON ENERGY INFRST
+$1.9M
208,210
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$1.9M
1,226,499
+6%
减持
GLD
SPDR GOLD TR
-$1.8M
3,546
-75%
增持
XJPIX
NUVEEN PFD & INCOME TERM FD
-$1.7M
459,985
+1%
减持
MINT
PIMCO ETF TR
-$1.7M
13,261
-55%
增持
META
META PLATFORMS INC
-$1.7M
25,641
+17%
增持
AMZN
AMAZON COM INC
+$1.6M
6,014
+11%
减持
PYPL
PAYPAL HLDGS INC
-$1.6M
17,399
-9%
建仓
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$1.6M
35,218
增持
VYM
VANGUARD WHITEHALL FDS
+$1.6M
292,056
+5%
增持
IJR
ISHARES TR
+$1.6M
87,266
+28%
增持
IVV
ISHARES TR
-$1.6M
94,052
+1%
减持
XLU
SELECT SECTOR SPDR TR
-$1.4M
66,382
-25%
增持
MSFT
MICROSOFT CORP
+$1.4M
42,879
+22%
清仓
OGN
ORGANON & CO
-$1.2M
0
-100%
减持
LEO
BNY MELLON STRATEGIC MUNS IN
-$1.2M
105,055
-54%
增持
VGT
VANGUARD WORLD FDS
-$1.1M
29,080
+1%
增持
APPN
APPIAN CORP
+$1.1M
19,730
+1103%
清仓
PPL
PPL CORP
-$962.0K
0
-100%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$875.0K
18,058
-70%
减持
ABBV
ABBVIE INC
+$873.0K
32,729
-0%
增持
GSLC
GOLDMAN SACHS ETF TR
-$849.0K
312,615
+4%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$830.0K
255,074
-3%
清仓
EZU
ISHARES INC
-$736.0K
0
-100%
减持
IWF
ISHARES TR
-$631.0K
19,405
-1%
减持
SRLN
SSGA ACTIVE ETF TR
-$626.0K
125,468
-9%
增持
COR
AMERISOURCEBERGEN CORP
+$625.0K
15,834
+15%
增持
D
DOMINION ENERGY INC
+$614.0K
18,444
+52%
减持
IEMG
ISHARES INC
-$606.0K
31,611
-20%
减持
XMYDX
BLACKROCK MUNIYIELD FD INC
-$571.0K
189,143
-6%
减持
MMM
3M CO
-$531.0K
7,099
-21%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$523.0K
0
-100%
减持
IUSG
ISHARES TR
-$501.0K
46,556
-1%
增持
DIS
DISNEY WALT CO
+$493.0K
20,595
+37%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$493.0K
20,229
+28%
清仓
VNQ
VANGUARD INDEX FDS
-$467.0K
0
-100%
建仓
SHEL
SHELL PLC
+$441.0K
8,020
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$439.0K
55,287
+1%
清仓
ZTS
ZOETIS INC
-$437.0K
0
-100%
减持
CGBD
TCG BDC INC
-$436.0K
12,065
-73%
清仓
PFF
ISHARES TR
-$436.0K
0
-100%
增持
WMT
WALMART INC
+$412.0K
8,464
+44%
增持
UNH
UNITEDHEALTH GROUP INC
+$411.0K
3,478
+28%
增持
LMT
LOCKHEED MARTIN CORP
+$411.0K
4,320
+3%
增持
—
EXXON MOBIL CORP
+$408.0K
17,122
+4%
增持
VYMI
VANGUARD WHITEHALL FDS
+$408.0K
47,558
+14%
减持
PFE
PFIZER INC
-$404.0K
54,504
-0%
增持
HD
HOME DEPOT INC
-$400.0K
3,464
+0%
增持
ARKK
ARK ETF TR
-$388.0K
31,169
+20%
减持
—
TORTOISE MIDSTRM ENERGY FD I
+$378.0K
71,522
-7%
增持
VOOG
VANGUARD ADMIRAL FDS INC
-$376.0K
14,779
+0%
增持
AAPL
APPLE INC
-$367.0K
199,042
+1%
清仓
—
XILINX INC
-$366.0K
0
-100%
增持
VBK
VANGUARD INDEX FDS
+$363.0K
4,939
+61%
减持
NVG
NUVEEN AMT FREE MUN CR INC F
-$354.0K
66,473
-11%
清仓
—
BED BATH & BEYOND INC
-$353.0K
0
-100%
清仓
PAYX
PAYCHEX INC
-$352.0K
0
-100%
增持
IEFA
ISHARES TR
+$352.0K
32,179
+27%
减持
GS
GOLDMAN SACHS GROUP INC
-$351.0K
826
-49%
清仓
TJX
TJX COS INC NEW
-$340.0K
0
-100%
减持
IWB
ISHARES TR
-$336.0K
6,112
-13%
减持
VXF
VANGUARD INDEX FDS
-$334.0K
7,614
-13%
增持
JNJ
JOHNSON & JOHNSON
+$329.0K
26,556
+4%
减持
—
MAGELLAN MIDSTREAM PRTNRS LP
-$326.0K
6,400
-54%
清仓
NFLX
NETFLIX INC
-$320.0K
0
-100%
增持
NKE
NIKE INC
+$315.0K
14,859
+47%
增持
NVDA
NVIDIA CORPORATION
+$313.0K
5,374
+37%
减持
VUG
VANGUARD INDEX FDS
-$310.0K
7,054
-3%
清仓
SQ
BLOCK INC
-$309.0K
0
-100%
减持
ET
ENERGY TRANSFER L P
+$306.0K
107,074
-1%
清仓
KKR
KKR & CO INC
-$304.0K
0
-100%
清仓
BXP
BOSTON PROPERTIES INC
-$292.0K
0
-100%
增持
TFC
TRUIST FINL CORP
+$286.0K
54,914
+14%
清仓
UTF
COHEN & STEERS INFRASTRUCTUR
-$285.0K
0
-100%
减持
VLO
VALERO ENERGY CORP
+$284.0K
11,020
-1%
增持
MOAT
VANECK ETF TRUST
+$282.0K
30,165
+16%
增持
CVX
CHEVRON CORP NEW
+$281.0K
5,389
+6%
减持
AMT
AMERICAN TOWER CORP NEW
-$280.0K
6,473
-1%
增持
GOOG
ALPHABET INC
-$276.0K
2,952
+0%
清仓
SUSA
ISHARES TR
-$275.0K
0
-100%
清仓
NULC
NUSHARES ETF TR
-$268.0K
0
-100%
减持
SNOW
SNOWFLAKE INC
-$268.0K
1,660
-13%
清仓
CMCSA
COMCAST CORP NEW
-$265.0K
0
-100%
清仓
SKYY
FIRST TR EXCHANGE TRADED FD
-$260.0K
0
-100%
清仓
GIS
GENERAL MLS INC
-$256.0K
0
-100%
减持
IBB
ISHARES TR
-$255.0K
5,639
-13%
清仓
VXUS
VANGUARD STAR FDS
-$254.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$252.0K
8,496
-3%
清仓
GE
GENERAL ELECTRIC CO
-$252.0K
0
-100%
清仓
AI
C3 AI INC
-$250.0K
0
-100%
清仓
CLX
CLOROX CO DEL
-$248.0K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$245.0K
0
-100%
清仓
ARKG
ARK ETF TR
-$244.0K
0
-100%
清仓
CTVA
CORTEVA INC
-$238.0K
0
-100%
清仓
C
CITIGROUP INC
-$238.0K
0
-100%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$237.0K
0
-100%
清仓
OHI
OMEGA HEALTHCARE INVS INC
-$236.0K
0
-100%
减持
IXN
ISHARES TR
-$235.0K
5,016
-39%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$234.0K
10,842
+11%
增持
LLY
LILLY ELI & CO
+$231.0K
2,724
+37%
建仓
VTEB
VANGUARD MUN BD FDS
+$231.0K
4,474
增持
SDY
SPDR SER TR
+$228.0K
65,304
+4%
清仓
BDX
BECTON DICKINSON & CO
-$228.0K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$226.0K
0
-100%
清仓
—
SANDY SPRING BANCORP INC
-$226.0K
0
-100%
减持
CRM
SALESFORCE COM INC
-$226.0K
1,117
-39%
减持
EXC
EXELON CORP
-$224.0K
10,962
-15%
建仓
CEG
CONSTELLATION ENERGY CORP
+$224.0K
3,982
清仓
WYNN
WYNN RESORTS LTD
-$223.0K
0
-100%
清仓
IWS
ISHARES TR
-$222.0K
0
-100%
清仓
NUSC
NUSHARES ETF TR
-$221.0K
0
-100%
增持
VHT
VANGUARD WORLD FDS
-$216.0K
41,993
+3%
清仓
DECK
DECKERS OUTDOOR CORP
-$214.0K
0
-100%
清仓
NULV
NUSHARES ETF TR
-$214.0K
0
-100%
清仓
SUB
ISHARES TR
-$214.0K
0
-100%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$214.0K
7,876
+27%
增持
CVS
CVS HEALTH CORP
+$212.0K
14,050
+20%
清仓
VEA
VANGUARD TAX-MANAGED INTL FD
-$212.0K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$211.0K
11,644
+12%
清仓
—
GLOBAL X FDS
-$211.0K
0
-100%
清仓
DSL
DOUBLELINE INCOME SOLUTIONS
-$210.0K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$208.0K
16,875
+13%
清仓
USFD
US FOODS HLDG CORP
-$205.0K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$204.0K
0
-100%
清仓
IJS
ISHARES TR
-$204.0K
0
-100%
清仓
BF/B
BROWN FORMAN CORP
-$203.0K
0
-100%
清仓
SUSL
ISHARES TR
-$202.0K
0
-100%
减持
IT
GARTNER INC
-$201.0K
3,096
-8%
清仓
GPC
GENUINE PARTS CO
-$198.0K
0
-100%
清仓
—
LABORATORY CORP AMER HLDGS
-$197.0K
0
-100%
清仓
HUN
HUNTSMAN CORP
-$196.0K
0
-100%
清仓
EBAY
EBAY INC.
-$196.0K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
-$194.0K
13,330
+0%
减持
AMAT
APPLIED MATLS INC
-$192.0K
6,878
-2%
清仓
HAL
HALLIBURTON CO
-$192.0K
0
-100%
增持
AVGO
BROADCOM INC
+$190.0K
1,699
+29%
清仓
PSX
PHILLIPS 66
-$190.0K
0
-100%
减持
XCHYX
CALAMOS CONV & HIGH INCOME F
-$190.0K
50,355
-9%
增持
VOO
VANGUARD INDEX FDS
+$187.0K
3,119
+23%
增持
VTV
VANGUARD INDEX FDS
+$186.0K
8,358
+17%
清仓
FTNT
FORTINET INC
-$185.0K
0
-100%
清仓
IJH
ISHARES TR
-$184.0K
0
-100%
清仓
NEOG
NEOGEN CORP
-$184.0K
0
-100%
