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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 3
增持 5
减持 126
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$17.1M
67,367
-28%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$15.9M
1,071,669
-13%
减持
AAPL
APPLE INC
-$14.8M
145,969
-27%
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。
增持
AMZN
AMAZON COM INC
-$9.2M
98,351
+1535%
减持
VYM
VANGUARD WHITEHALL FDS
-$8.9M
234,370
-20%
减持
GSLC
GOLDMAN SACHS ETF TR
-$8.9M
252,694
-19%
减持
GOOGL
ALPHABET INC
-$6.2M
5,032
-19%
减持
MSFT
MICROSOFT CORP
-$5.2M
31,209
-27%
清仓
XLU
SELECT SECTOR SPDR TR
-$4.9M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.2M
36,358
-9%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.9M
344,274
-18%
减持
SRLN
SSGA ACTIVE ETF TR
-$3.9M
41,871
-67%
减持
IJR
ISHARES TR
-$3.4M
64,566
-26%
减持
VGT
VANGUARD WORLD FDS
-$3.4M
26,748
-8%
减持
TROW
PRICE T ROWE GROUP INC
-$3.3M
67,353
-7%
减持
GOOG
ALPHABET INC
-$3.1M
2,335
-21%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.8M
43,244
-22%
减持
META
META PLATFORMS INC
-$2.6M
19,147
-25%
减持
ABBV
ABBVIE INC
-$2.6M
17,879
-45%
减持
QQQ
INVESCO QQQ TR
-$2.5M
13,637
-22%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$2.1M
574,318
-1%
增持
MQY
BLACKROCK MUNIYILD QULT FD I
+$2.1M
268,623
+180%
减持
VHT
VANGUARD WORLD FDS
-$2.0M
36,679
-13%
减持
SDY
SPDR SER TR
-$1.9M
54,407
-17%
减持
SPY
SPDR S&P 500 ETF TR
-$1.9M
4,342
-45%
减持
VO
VANGUARD INDEX FDS
-$1.9M
10,882
-36%
减持
VBR
VANGUARD INDEX FDS
-$1.9M
50,707
-6%
减持
XJPIX
NUVEEN PFD & INCOME TERM FD
-$1.8M
431,555
-6%
减持
JNJ
JOHNSON & JOHNSON
-$1.8M
16,521
-38%
清仓
TY
TRI CONTL CORP
-$1.7M
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$1.7M
15,266
-39%
减持
TFC
TRUIST FINL CORP
-$1.5M
32,978
-40%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$1.5M
27,950
-16%
减持
V
VISA INC
-$1.5M
18,287
-21%
减持
DIS
DISNEY WALT CO
-$1.4M
14,696
-29%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$1.3M
12,669
-14%
减持
IUSG
ISHARES TR
-$1.2M
43,932
-6%
减持
IWF
ISHARES TR
-$1.2M
19,067
-2%
减持
PYPL
PAYPAL HLDGS INC
-$1.2M
11,457
-34%
减持
IEFA
ISHARES TR
-$1.2M
18,022
-44%
减持
ARKK
ARK ETF TR
-$1.2M
22,856
-27%
减持
IWD
ISHARES TR
-$1.1M
23,534
-14%
减持
PFE
PFIZER INC
-$1.1M
32,766
-40%
减持
NKE
NIKE INC
-$1.1M
8,795
-41%
减持
VYMI
VANGUARD WHITEHALL FDS
-$1.1M
36,084
-24%
减持
PSTG
PURE STORAGE INC
-$1.0M
22,000
-51%
减持
LMT
LOCKHEED MARTIN CORP
-$902.0K
2,338
-46%
减持
IDV
ISHARES TR
-$899.0K
41,461
-35%
减持
VUG
VANGUARD INDEX FDS
-$859.0K
5,248
-26%
减持
VZ
VERIZON COMMUNICATIONS INC
-$801.0K
19,382
-45%
减持
MA
MASTERCARD INCORPORATED
-$797.0K
9,631
-10%
增持
VTV
VANGUARD INDEX FDS
+$794.0K
15,385
+84%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$770.0K
16,420
-40%
减持
MO
ALTRIA GROUP INC
-$767.0K
7,611
-63%
清仓
EQR
EQUITY RESIDENTIAL
-$760.0K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$759.0K
10,688
-20%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$752.0K
5,104
-76%
减持
PSA
PUBLIC STORAGE
-$752.0K
883
-66%
减持
IEMG
ISHARES INC
-$750.0K
20,504
-35%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$749.0K
5,004
-42%
减持
MCD
MCDONALDS CORP
-$745.0K
2,893
-51%
减持
BAC
BK OF AMERICA CORP
-$743.0K
30,466
-26%
减持
AVB
AVALONBAY CMNTYS INC
-$729.0K
2,902
-44%
减持
—
TORTOISE MIDSTRM ENERGY FD I
-$710.0K
62,374
-13%
减持
DUK
DUKE ENERGY CORP NEW
-$706.0K
5,554
-52%
减持
VXF
VANGUARD INDEX FDS
-$695.0K
4,320
-43%
减持
ET
ENERGY TRANSFER L P
-$690.0K
50,858
-53%
减持
TCHP
T ROWE PRICE ETF INC
-$682.0K
50,897
-17%
减持
AVGO
BROADCOM INC
-$667.0K
829
-51%
清仓
STZ
CONSTELLATION BRANDS INC
-$657.0K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$655.0K
31,007
-27%
减持
MKC
MCCORMICK & CO INC
-$645.0K
7,608
-41%
减持
WMT
WALMART INC
-$637.0K
5,136
-39%
减持
SYK
STRYKER CORPORATION
-$632.0K
5,538
-15%
减持
LCNB
LCNB CORP
-$622.0K
26,500
-54%
增持
NVDA
NVIDIA CORPORATION
-$611.0K
5,637
+5%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$609.0K
3,623
-54%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$607.0K
0
-100%
清仓
ARCC
ARES CAPITAL CORP
-$604.0K
0
-100%
减持
NOC
NORTHROP GRUMMAN CORP
-$598.0K
937
-60%
减持
VOO
VANGUARD INDEX FDS
-$593.0K
2,023
-35%
减持
ABNB
AIRBNB INC
-$587.0K
2,440
-48%
清仓
APD
AIR PRODS & CHEMS INC
-$583.0K
0
-100%
增持
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$582.0K
51,530
+46%
减持
IVW
ISHARES TR
-$573.0K
14,841
-23%
减持
—
MEDTRONIC PLC
-$564.0K
2,860
-61%
减持
D
DOMINION ENERGY INC
-$557.0K
12,670
-31%
减持
XBI
SPDR SER TR
-$546.0K
23,342
-8%
减持
VLO
VALERO ENERGY CORP
-$532.0K
5,520
-50%
减持
T
AT&T INC
-$526.0K
20,820
-49%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$525.0K
1,370
-62%
减持
AMD
ADVANCED MICRO DEVICES INC
-$523.0K
6,027
-33%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$520.0K
8,840
清仓
LOW
LOWES COS INC
-$509.0K
0
-100%
减持
EMR
EMERSON ELEC CO
-$508.0K
3,444
-57%
减持
IHI
ISHARES TR
-$502.0K
6,000
-55%
减持
HON
HONEYWELL INTL INC
-$496.0K
3,136
-41%
减持
MDLZ
MONDELEZ INTL INC
-$488.0K
5,178
-60%
减持
CVS
CVS HEALTH CORP
-$481.0K
10,166
-28%
减持
PM
PHILIP MORRIS INTL INC
-$478.0K
3,468
-60%
减持
ABT
ABBOTT LABS
-$477.0K
4,006
-48%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$466.0K
0
-100%
减持
MRK
MERCK & CO INC
-$453.0K
12,460
-36%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$452.0K
237,042
-7%
清仓
—
PARAMOUNT GLOBAL
-$446.0K
0
-100%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$443.0K
11,241
-0%
减持
TSCO
TRACTOR SUPPLY CO
-$443.0K
1,622
-50%
减持
PG
PROCTER AND GAMBLE CO
-$422.0K
11,809
-15%
减持
AEP
AMERICAN ELEC PWR CO INC
-$418.0K
3,277
-55%
减持
SLYV
SPDR SER TR
-$408.0K
3,900
-53%
减持
VTI
VANGUARD INDEX FDS
-$406.0K
2,110
-40%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$406.0K
6,955
-36%
减持
LLY
LILLY ELI & CO
-$401.0K
1,168
-57%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$398.0K
14,018
-31%
减持
UNH
UNITEDHEALTH GROUP INC
-$397.0K
2,678
-23%
减持
CSCO
CISCO SYS INC
-$397.0K
10,637
-30%
减持
JBHT
HUNT J B TRANS SVCS INC
-$396.0K
1,625
-50%
减持
LEO
BNY MELLON STRATEGIC MUNS IN
-$388.0K
55,897
-47%
减持
MOAT
VANECK ETF TRUST
-$386.0K
29,293
-3%
减持
XMYDX
BLACKROCK MUNIYIELD FD INC
-$385.0K
179,858
-5%
减持
INTC
INTEL CORP
-$382.0K
10,602
-33%
减持
CVX
CHEVRON CORP NEW
-$374.0K
3,480
-35%
减持
BX
BLACKSTONE INC
-$372.0K
3,208
-39%
减持
MMM
3M CO
-$370.0K
5,305
-25%
减持
SBUX
STARBUCKS CORP
-$368.0K
5,304
-38%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$359.0K
930
-50%
清仓
REET
ISHARES TR
-$354.0K
0
-100%
减持
HD
HOME DEPOT INC
-$343.0K
2,531
-27%
减持
GLD
SPDR GOLD TR
-$341.0K
1,773
-50%
减持
IBB
ISHARES TR
-$339.0K
3,364
-40%
减持
MINT
PIMCO ETF TR
-$336.0K
10,009
-25%
减持
PRU
PRUDENTIAL FINL INC
-$332.0K
2,613
-47%
建仓
—
CREDIT SUISSE AG NASSAU BRH
+$324.0K
41,474
减持
AMT
AMERICAN TOWER CORP NEW
-$322.0K
5,105
-21%
减持
COST
COSTCO WHSL CORP NEW
-$320.0K
1,300
-21%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$314.0K
0
-100%
减持
BTI
BRITISH AMERN TOB PLC
-$310.0K
7,500
-50%
减持
—
EXXON MOBIL CORP
-$293.0K
13,087
-24%
清仓
KO
COCA COLA CO
-$292.0K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$285.0K
2,117
-32%
减持
CODI
COMPASS DIVERSIFIED
-$284.0K
12,522
-46%
减持
BA
BOEING CO
-$284.0K
4,173
-6%
清仓
DXCM
DEXCOM INC
-$274.0K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$273.0K
0
-100%
减持
APPN
APPIAN CORP
-$272.0K
19,600
-1%
减持
SO
SOUTHERN CO
-$268.0K
4,379
-45%
建仓
EFG
ISHARES TR
+$267.0K
3,322
清仓
PEJ
INVESCO EXCHANGE TRADED FD T
-$263.0K
0
-100%
减持
TDVG
T ROWE PRICE ETF INC
-$263.0K
39,254
-8%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$259.0K
198,250
-5%
