小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 11
增持 83
减持 51
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$6.6M
476,274
+38%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$6.5M
162,234
+3240%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$3.2M
28,370
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。
+124%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.6M
1,211,446
+13%
增持
IEFA
ISHARES TR
+$1.5M
49,137
+173%
建仓
RYLD
GLOBAL X FDS
+$1.4M
77,973
增持
GOOGL
ALPHABET INC
-$1.3M
100,979
+1907%
增持
MOAT
VANECK ETF TRUST
+$1.2M
50,575
+73%
减持
GSLC
GOLDMAN SACHS ETF TR
-$1.1M
251,116
-1%
减持
SRLN
SSGA ACTIVE ETF TR
-$1.0M
17,729
-58%
增持
VYM
VANGUARD WHITEHALL FDS
-$960.0K
241,101
+3%
减持
VHT
VANGUARD WORLD FDS
-$733.0K
35,337
-4%
增持
GOOG
ALPHABET INC
-$682.0K
46,029
+1871%
增持
PDI
PIMCO DYNAMIC INCOME FD
-$582.0K
588,485
+2%
增持
—
EXXON MOBIL CORP
+$577.0K
19,445
+49%
减持
ARKK
ARK ETF TR
-$570.0K
9,052
-60%
增持
IVV
ISHARES TR
-$544.0K
69,701
+3%
减持
META
META PLATFORMS INC
-$518.0K
18,932
-1%
增持
MSFT
MICROSOFT CORP
-$500.0K
32,273
+3%
增持
IJR
ISHARES TR
+$447.0K
73,566
+14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$436.0K
38,806
+7%
增持
TROW
PRICE T ROWE GROUP INC
-$417.0K
68,898
+2%
建仓
QCOM
QUALCOMM INC
+$411.0K
3,638
减持
VBR
VANGUARD INDEX FDS
-$405.0K
50,159
-1%
减持
VYMI
VANGUARD WHITEHALL FDS
-$374.0K
33,596
-7%
减持
XMYDX
BLACKROCK MUNIYIELD FD INC
-$350.0K
166,377
-7%
增持
XJPIX
NUVEEN PFD & INCOME TERM FD
-$331.0K
432,129
+0%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
-$330.0K
238,686
+1%
减持
VTV
VANGUARD INDEX FDS
-$325.0K
13,798
-10%
清仓
—
CREDIT SUISSE AG NASSAU BRH
-$324.0K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$311.0K
43,599
+1%
增持
SDY
SPDR SER TR
-$301.0K
55,221
+1%
建仓
ZETA
ZETA GLOBAL HOLDINGS CORP
+$297.0K
45,000
增持
V
VISA INC
-$295.0K
18,609
+2%
减持
AMT
AMERICAN TOWER CORP NEW
-$284.0K
4,755
-7%
增持
MA
MASTERCARD INCORPORATED
-$278.0K
9,706
+1%
建仓
KO
COCA COLA CO
+$276.0K
4,934
增持
VBK
VANGUARD INDEX FDS
+$276.0K
7,521
+24%
增持
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$273.0K
63,321
+23%
建仓
APD
AIR PRODS & CHEMS INC
+$272.0K
1,167
增持
MO
ALTRIA GROUP INC
+$263.0K
14,388
+89%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$263.0K
3,547
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$251.0K
12,834
-22%
增持
CVS
CVS HEALTH CORP
+$241.0K
12,400
+22%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$240.0K
13,154
+49%
建仓
STZ
CONSTELLATION BRANDS INC
+$238.0K
1,038
建仓
ARCC
ARES CAPITAL CORP
+$233.0K
13,790
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$224.0K
2,263
+65%
清仓
IXN
ISHARES TR
-$221.0K
0
-100%
增持
HD
HOME DEPOT INC
+$220.0K
3,314
+31%
减持
IWD
ISHARES TR
-$218.0K
23,488
-0%
减持
IDV
ISHARES TR
-$214.0K
40,461
-2%
清仓
KMB
KIMBERLY-CLARK CORP
-$214.0K
0
-100%
建仓
LOW
LOWES COS INC
+$211.0K
1,124
增持
PYPL
PAYPAL HLDGS INC
+$210.0K
11,734
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
-$207.0K
20,451
+6%
清仓
SCHD
SCHWAB STRATEGIC TR
-$206.0K
0
-100%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$205.0K
11,167
-1%
增持
PFE
PFIZER INC
-$203.0K
34,612
+6%
增持
XBI
SPDR SER TR
+$201.0K
24,392
+4%
减持
VOT
VANGUARD INDEX FDS
-$201.0K
4,332
-19%
建仓
MPC
MARATHON PETE CORP
+$200.0K
2,011
增持
ET
ENERGY TRANSFER L P
+$196.0K
63,858
+26%
减持
IUSG
ISHARES TR
-$190.0K
43,491
-1%
减持
NKE
NIKE INC
-$175.0K
8,695
-1%
减持
IWF
ISHARES TR
-$174.0K
18,987
-0%
增持
PG
PROCTER AND GAMBLE CO
-$159.0K
12,188
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$156.0K
10,106
+98%
建仓
FNB
F N B CORP
+$146.0K
12,600
减持
T
AT&T INC
-$144.0K
19,015
-9%
增持
MINT
PIMCO ETF TR
+$141.0K
11,460
+14%
减持
INTC
INTEL CORP
-$135.0K
10,168
-4%
减持
TFC
TRUIST FINL CORP
-$133.0K
32,870
-0%
减持
TCHP
T ROWE PRICE ETF INC
-$132.0K
47,018
-8%
减持
XCHYX
CALAMOS CONV & HIGH INCOME F
-$131.0K
37,692
-18%
增持
PSA
PUBLIC STORAGE
+$129.0K
1,383
+57%
增持
D
DOMINION ENERGY INC
-$128.0K
12,770
+1%
增持
EMR
EMERSON ELEC CO
+$125.0K
5,444
+58%
减持
LMT
LOCKHEED MARTIN CORP
-$121.0K
2,288
-2%
减持
MMM
3M CO
-$115.0K
5,172
-3%
增持
NVDA
NVIDIA CORPORATION
-$114.0K
6,105
+8%
增持
VGT
VANGUARD WORLD FDS
-$112.0K
28,053
+5%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$112.0K
2,727
-25%
减持
LEO
BNY MELLON STRATEGIC MUNS IN
-$110.0K
42,460
-24%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$107.0K
191,828
-3%
减持
IT
GARTNER INC
+$106.0K
3,090
-0%
增持
JNJ
JOHNSON & JOHNSON
+$106.0K
18,598
+13%
增持
PM
PHILIP MORRIS INTL INC
+$105.0K
5,382
+55%
减持
UNH
UNITEDHEALTH GROUP INC
-$105.0K
2,515
-6%
减持
AAPL
APPLE INC
+$104.0K
145,158
-1%
减持
UNP
UNION PAC CORP
-$102.0K
3,789
-4%
减持
—
TORTOISE MIDSTRM ENERGY FD I
-$99.0K
59,043
-5%
减持
COR
AMERISOURCEBERGEN CORP
-$97.0K
15,833
-0%
增持
MQY
BLACKROCK MUNIYILD QULT FD I
+$92.0K
316,845
+18%
减持
XLK
SELECT SECTOR SPDR TR
-$91.0K
10,681
-0%
减持
BAC
BK OF AMERICA CORP
-$87.0K
28,531
-6%
增持
QQQ
INVESCO QQQ TR
-$82.0K
13,994
+3%
增持
EXC
EXELON CORP
-$80.0K
11,123
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
-$78.0K
6,040
+0%
减持
CEG
CONSTELLATION ENERGY CORP
+$78.0K
3,732
-8%
减持
ORCL
ORACLE CORP
-$75.0K
6,359
-4%
增持
TSLA
TESLA INC
+$71.0K
1,131
+233%
增持
MCD
MCDONALDS CORP
+$70.0K
3,397
+17%
减持
VUG
VANGUARD INDEX FDS
-$68.0K
5,152
-2%
增持
DUK
DUKE ENERGY CORP NEW
+$65.0K
7,098
+28%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$62.0K
14,306
+2%
增持
MRK
MERCK & CO INC
-$60.0K
12,495
+0%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
-$59.0K
60,630
+4%
增持
SPY
SPDR S&P 500 ETF TR
-$57.0K
4,426
+2%
减持
PEP
PEPSICO INC
-$53.0K
5,732
-3%
减持
CSX
CSX CORP
-$53.0K
21,808
-0%
增持
BA
BOEING CO
-$53.0K
4,278
+3%
减持
UPS
UNITED PARCEL SERVICE INC
-$52.0K
2,072
-2%
增持
TDVG
T ROWE PRICE ETF INC
-$51.0K
39,268
+0%
增持
—
MEDTRONIC PLC
+$47.0K
3,761
+32%
减持
AMZN
AMAZON COM INC
-$46.0K
92,028
-6%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$44.0K
3,630
-16%
减持
CSCO
CISCO SYS INC
-$41.0K
10,329
-3%
清仓
GGRP
GLIMPSE GROUP INC
-$40.0K
0
-100%
增持
ABT
ABBOTT LABS
+$36.0K
4,867
+21%
增持
VOO
VANGUARD INDEX FDS
-$34.0K
2,033
+0%
增持
XLF
SELECT SECTOR SPDR TR
-$32.0K
31,069
+0%
增持
ABBV
ABBVIE INC
-$32.0K
20,160
+13%
增持
SYK
STRYKER CORPORATION
+$31.0K
5,588
+1%
减持
EFG
ISHARES TR
-$30.0K
3,269
-2%
减持
WMT
WALMART INC
+$27.0K
5,016
-2%
减持
SPG
SIMON PPTY GROUP INC NEW
-$26.0K
3,077
-3%
增持
IWM
ISHARES TR
+$25.0K
1,592
+13%
增持
PRU
PRUDENTIAL FINL INC
-$24.0K
2,629
+1%
减持
IBB
ISHARES TR
-$24.0K
3,182
-5%
增持
BX
BLACKSTONE INC
-$24.0K
3,211
+0%
增持
AEP
AMERICAN ELEC PWR CO INC
-$20.0K
3,402
+4%
减持
SO
SOUTHERN CO
-$20.0K
4,299
-2%
增持
DHR
DANAHER CORPORATION
+$20.0K
4,035
+0%
减持
GLW
CORNING INC
-$19.0K
7,628
-0%
增持
JPM
JPMORGAN CHASE & CO
-$19.0K
16,269
+7%
增持
WM
WASTE MGMT INC DEL
+$18.0K
1,785
+2%
增持
CAT
CATERPILLAR INC
-$17.0K
1,258
+0%
增持
ETW
EATON VANCE TAX-MANAGED GLOB
-$16.0K
22,145
+0%
增持
MDLZ
MONDELEZ INTL INC
-$13.0K
5,628
+9%
增持
MAR
MARRIOTT INTL INC NEW
+$12.0K
2,760
+0%
增持
AVB
AVALONBAY CMNTYS INC
-$10.0K
3,000
+3%
增持
PRF
INVESCO EXCHANGE TRADED FD T
-$10.0K
29,773
+7%
增持
DIVO
AMPLIFY ETF TR
-$10.0K
8,216
+1%
增持
WFC
WELLS FARGO CO NEW
+$10.0K
8,446
+0%
增持
CCI
CROWN CASTLE INC
+$9.0K
5,887
+18%
增持
VTI
VANGUARD INDEX FDS
-$8.0K
2,175
+3%
增持
DIS
DISNEY WALT CO
+$8.0K
14,790
+1%
增持
COST
COSTCO WHSL CORP NEW
-$6.0K
1,309
+1%
增持
MKC
MCCORMICK & CO INC
-$4.0K
8,819
+16%
