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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 16
增持 78
减持 44
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$10.8M
1,337,375
+10%
增持
IJR
ISHARES TR
+$10.2M
175,209
+138%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$5.0M
473,173
+680%
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
VYM
VANGUARD WHITEHALL FDS
+$4.4M
251,960
+5%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.5M
546,680
+15%
建仓
PTY
PIMCO CORPORATE & INCOME OPP
+$3.3M
273,917
减持
AMZN
AMAZON COM INC
-$3.1M
86,871
-6%
增持
IEFA
ISHARES TR
+$2.8M
87,198
+77%
建仓
RCKT
ROCKET PHARMACEUTICALS INC
+$2.7M
136,763
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.2M
219,905
+36%
减持
VBR
VANGUARD INDEX FDS
-$1.7M
34,686
-31%
减持
AAPL
APPLE INC
-$1.7M
141,520
-3%
增持
XJPIX
NUVEEN PFD & INCOME TERM FD
+$1.4M
505,075
+17%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
38,137
-2%
增持
GSLC
GOLDMAN SACHS ETF TR
+$1.4M
252,326
+0%
减持
GOOGL
ALPHABET INC
-$1.3M
94,889
-6%
建仓
PML
PIMCO MUN INCOME FD II
+$1.3M
141,000
增持
MQY
BLACKROCK MUNIYILD QULT FD I
+$1.3M
409,874
+29%
增持
MOAT
VANECK ETF TRUST
+$1.0M
62,782
+24%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$1.0M
309,089
+29%
清仓
TCHP
T ROWE PRICE ETF INC
-$987.0K
0
-100%
增持
VHT
VANGUARD WORLD FDS
+$963.5K
35,753
+1%
减持
QQQ
INVESCO QQQ TR
-$911.3K
10,623
-24%
减持
META
META PLATFORMS INC
-$896.4K
13,899
-27%
增持
SDY
SPDR SER TR
+$874.3K
56,201
+2%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$855.8K
32,148
+8%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$812.3K
661,052
+12%
减持
XMYDX
BLACKROCK MUNIYIELD FD INC
-$795.6K
82,460
-50%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$792.6K
44,028
+1%
增持
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$706.8K
72,621
+15%
减持
IDV
ISHARES TR
-$703.2K
7,686
-81%
增持
MSFT
MICROSOFT CORP
+$702.5K
34,270
+6%
增持
—
EXXON MOBIL CORP
+$671.6K
21,483
+10%
建仓
BOND
PIMCO ETF TR
+$622.0K
6,874
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$561.7K
30,714
+8%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$559.0K
10,933
+208%
清仓
VXF
VANGUARD INDEX FDS
-$549.0K
0
-100%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$547.0K
12,124
减持
IUSG
ISHARES TR
-$511.0K
36,506
-16%
增持
IWD
ISHARES TR
+$510.8K
24,430
+4%
增持
VTI
VANGUARD INDEX FDS
+$509.7K
4,706
+116%
增持
JPM
JPMORGAN CHASE & CO
+$507.7K
16,463
+1%
减持
IVV
ISHARES TR
+$494.5K
66,351
-5%
增持
COR
AMERISOURCEBERGEN CORP
+$480.9K
15,834
+0%
减持
VYMI
VANGUARD WHITEHALL FDS
-$465.8K
21,540
-36%
减持
RYLD
GLOBAL X FDS
-$430.1K
53,531
-31%
减持
V
VISA INC
+$392.8K
17,803
-4%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
+$386.5K
11,067
-1%
增持
MRK
MERCK & CO INC
+$384.9K
13,167
+5%
增持
PFE
PFIZER INC
+$369.8K
36,784
+6%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$369.0K
0
-100%
增持
BA
BOEING CO
+$365.3K
4,637
+8%
增持
HON
HONEYWELL INTL INC
+$363.7K
4,142
+32%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$351.3K
19,219
+46%
增持
CVX
CHEVRON CORP NEW
+$350.7K
4,745
+36%
清仓
ARKK
ARK ETF TR
-$342.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$312.6K
12,217
+0%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$311.4K
12,910
减持
PYPL
PAYPAL HLDGS INC
-$310.6K
9,820
-16%
减持
ABBV
ABBVIE INC
+$310.5K
18,665
-7%
减持
MA
MASTERCARD INCORPORATED
+$305.9K
8,817
-9%
清仓
TSLA
TESLA INC
-$300.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$297.4K
4,912
+11%
减持
NKE
NIKE INC
+$291.0K
8,666
-0%
增持
GOOG
ALPHABET INC
-$288.3K
46,633
+1%
减持
VOO
VANGUARD INDEX FDS
-$285.2K
1,089
-46%
增持
VTV
VANGUARD INDEX FDS
+$285.0K
14,169
+3%
增持
TROW
PRICE T ROWE GROUP INC
+$280.5K
68,912
+0%
清仓
APD
AIR PRODS & CHEMS INC
-$272.0K
0
-100%
建仓
ANGL
VANECK ETF TRUST
+$265.5K
9,825
增持
VO
VANGUARD INDEX FDS
+$258.0K
11,790
+3%
建仓
DE
DEERE & CO
+$257.1K
600
清仓
ABNB
AIRBNB INC
-$256.0K
0
-100%
建仓
PODD
INSULET CORP
+$251.1K
853
增持
ORCL
ORACLE CORP
+$242.8K
7,717
+21%
清仓
EFG
ISHARES TR
-$237.0K
0
-100%
增持
SYK
STRYKER CORPORATION
+$235.6K
5,594
+0%
清仓
ARCC
ARES CAPITAL CORP
-$233.0K
0
-100%
增持
APPN
APPIAN CORP
+$232.1K
31,699
+62%
增持
LMT
LOCKHEED MARTIN CORP
+$230.3K
2,290
+0%
增持
TDVG
T ROWE PRICE ETF INC
+$225.2K
42,792
+9%
建仓
COP
CONOCOPHILLIPS
+$225.1K
1,908
建仓
EQR
EQUITY RESIDENTIAL
+$224.5K
3,805
建仓
—
MAGELLAN MIDSTREAM PRTNRS LP
+$222.7K
4,436
增持
IHI
ISHARES TR
+$222.0K
9,606
+60%
增持
CSCO
CISCO SYS INC
+$217.1K
13,226
+28%
建仓
KMB
KIMBERLY-CLARK CORP
+$215.6K
1,588
清仓
IWN
ISHARES TR
-$215.0K
0
-100%
清仓
VTEB
VANGUARD MUN BD FDS
-$215.0K
0
-100%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$211.9K
4,142
减持
CCI
CROWN CASTLE INC
-$211.2K
4,717
-20%
减持
VBK
VANGUARD INDEX FDS
-$195.6K
6,345
-16%
减持
VZ
VERIZON COMMUNICATIONS INC
-$191.2K
14,868
-27%
增持
CSX
CSX CORP
+$188.9K
24,853
+14%
增持
IT
GARTNER INC
+$184.0K
3,091
+0%
减持
XBI
SPDR SER TR
-$182.0K
21,120
-13%
减持
VOT
VANGUARD INDEX FDS
-$172.2K
3,153
-27%
增持
ITA
ISHARES TR
+$167.4K
7,200
+3%
增持
LLY
LILLY ELI & CO
+$165.4K
1,485
+27%
减持
AVB
AVALONBAY CMNTYS INC
-$165.0K
2,402
-20%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$161.9K
1,466
-35%
减持
PSA
PUBLIC STORAGE
-$157.6K
883
-36%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$154.6K
7,170
+3%
增持
GLD
SPDR GOLD TR
+$151.8K
2,510
+42%
减持
VGT
VANGUARD WORLD FDS
+$150.1K
27,466
-2%
增持
XCHYX
CALAMOS CONV & HIGH INCOME F
+$148.2K
50,070
+33%
清仓
FNB
F N B CORP
-$146.0K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$144.7K
5,850
+14%
增持
WMT
WALMART INC
+$144.6K
5,611
+12%
减持
NVDA
NVIDIA CORPORATION
+$142.8K
6,048
-1%
建仓
HIX
WESTERN ASSET HIGH INCOM FD
+$141.4K
29,218
增持
IBB
ISHARES TR
+$137.0K
3,877
+22%
增持
HD
HOME DEPOT INC
+$135.0K
3,321
+0%
减持
MO
ALTRIA GROUP INC
-$133.4K
9,792
-32%
减持
SRLN
SSGA ACTIVE ETF TR
-$133.4K
14,465
-18%
减持
IEMG
ISHARES INC
-$130.6K
18,745
-20%
增持
PEP
PEPSICO INC
+$125.4K
5,875
+2%
增持
PLD
PROLOGIS INC.
+$123.6K
3,438
+32%
增持
AMAT
APPLIED MATLS INC
+$121.5K
7,039
+2%
减持
DIS
DISNEY WALT CO
-$119.8K
14,677
-1%
减持
XLF
SELECT SECTOR SPDR TR
-$116.6K
24,162
-22%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$115.7K
5,243
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$111.1K
13,564
+6%
增持
VLO
VALERO ENERGY CORP
+$110.6K
5,515
+0%
减持
—
TORTOISE MIDSTRM ENERGY FD I
-$107.6K
52,034
-12%
增持
AVGO
BROADCOM INC
+$105.9K
848
+2%
建仓
—
OXFORD LANE CAP CORP
+$101.4K
20,000
增持
MDLZ
MONDELEZ INTL INC
+$99.6K
6,130
+9%
减持
JNJ
JOHNSON & JOHNSON
-$96.8K
16,656
-10%
增持
CAT
CATERPILLAR INC
+$96.4K
1,266
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$92.9K
15,426
+8%
增持
AMGN
AMGEN INC
+$87.8K
2,326
+0%
减持
PM
PHILIP MORRIS INTL INC
-$87.0K
3,557
-34%
增持
BAC
BANK AMERICA CORP
+$85.8K
28,617
+0%
增持
SBUX
STARBUCKS CORP
+$85.6K
5,369
+1%
增持
IWB
ISHARES TR
+$85.1K
6,142
+0%
增持
D
DOMINION ENERGY INC
-$83.3K
13,041
+2%
减持
NOC
NORTHROP GRUMMAN CORP
-$76.4K
668
-29%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$66.6K
12,399
+6%
增持
T
AT&T INC
+$64.5K
19,364
+2%
增持
TSCO
TRACTOR SUPPLY CO
+$64.1K
1,623
+0%
增持
SLYV
SPDR SER TR
+$63.5K
4,385
+12%
减持
EXC
EXELON CORP
+$62.5K
11,092
-0%
减持
KO
COCA COLA CO
-$60.5K
3,388
-31%
减持
UNH
UNITEDHEALTH GROUP INC
+$58.4K
2,507
-0%
减持
IWF
ISHARES TR
+$57.4K
18,915
-0%
增持
WM
WASTE MGMT INC DEL
+$57.3K
2,189
+23%
增持
AMT
AMERICAN TOWER CORP NEW
+$56.9K
5,088
+7%
增持
MMM
3M CO
+$55.2K
5,230
+1%
减持
—
MEDTRONIC PLC
-$55.0K
3,204
-15%
