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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 16
增持 84
减持 43
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$9.0M
1,499,012
+12%
减持
AAPL
APPLE INC
+$4.5M
138,508
-2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$4.3M
631,000
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。
+15%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.7M
258,393
+18%
增持
VGT
VANGUARD WORLD FDS
+$2.1M
28,140
+2%
增持
AMZN
AMAZON COM INC
+$1.9M
89,269
+3%
增持
MSFT
MICROSOFT CORP
+$1.8M
34,827
+2%
增持
GOOGL
ALPHABET INC
+$1.6M
96,513
+2%
增持
META
META PLATFORMS INC
+$1.6M
15,337
+10%
增持
XJPIX
NUVEEN PFD & INCOME TERM FD
+$1.5M
614,877
+22%
建仓
OCSL
OAKTREE SPECIALTY LENDING CO
+$1.4M
77,047
建仓
SCHW
SCHWAB CHARLES CORP
+$1.3M
25,446
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$1.2M
8,010
减持
RCKT
ROCKET PHARMACEUTICALS INC
-$1.0M
95,000
-31%
减持
PTY
PIMCO CORPORATE & INCOME OPP
-$968.6K
186,138
-32%
减持
IVV
ISHARES TR
+$963.9K
64,358
-3%
增持
MOAT
VANECK ETF TRUST
+$961.1K
68,215
+9%
增持
IEFA
ISHARES TR
+$927.7K
94,279
+8%
增持
BOND
PIMCO ETF TR
+$871.4K
16,100
+134%
增持
IWF
ISHARES TR
+$769.7K
19,736
+4%
增持
GOOG
ALPHABET INC
+$733.7K
46,841
+0%
建仓
JAAA
JANUS DETROIT STR TR
+$678.4K
13,702
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$600.5K
30,715
+0%
清仓
SRLN
SSGA ACTIVE ETF TR
-$591.6K
0
-100%
清仓
XCHYX
CALAMOS CONV & HIGH INCOME F
-$528.2K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$498.5K
10,367
-2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$472.1K
21,550
+59%
增持
IJR
ISHARES TR
+$465.6K
176,291
+1%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$427.0K
21,278
+76%
减持
PFE
PFIZER INC
-$419.6K
35,912
-2%
建仓
KRE
SPDR SER TR
+$415.7K
9,479
增持
TROW
PRICE T ROWE GROUP INC
+$410.5K
70,204
+2%
增持
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$404.1K
85,260
+17%
增持
XLK
SELECT SECTOR SPDR TR
+$401.6K
11,330
+8%
减持
IUSG
ISHARES TR
-$398.7K
29,033
-20%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$386.2K
699,359
+6%
减持
APPN
APPIAN CORP
+$374.3K
31,690
-0%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$372.0K
9,209
建仓
FPE
FIRST TR EXCH TRADED FD III
+$353.1K
22,126
增持
IEMG
ISHARES INC
+$351.5K
25,147
+34%
建仓
APD
AIR PRODS & CHEMS INC
+$347.2K
1,209
增持
CCI
CROWN CASTLE INC
+$329.2K
7,240
+53%
减持
TFC
TRUIST FINL CORP
-$326.8K
33,314
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$325.3K
45,522
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$319.0K
261,455
+4%
增持
V
VISA INC
+$318.1K
17,816
+0%
增持
STZ
CONSTELLATION BRANDS INC
+$309.0K
2,434
+134%
增持
NOC
NORTHROP GRUMMAN CORP
+$302.2K
1,444
+116%
增持
COST
COSTCO WHSL CORP NEW
+$288.9K
1,789
+36%
建仓
ABNB
AIRBNB INC
+$285.9K
2,298
增持
PML
PIMCO MUN INCOME FD II
+$284.2K
166,008
+18%
减持
CVS
CVS HEALTH CORP
-$278.9K
12,856
-3%
建仓
ARCC
ARES CAPITAL CORP
+$275.8K
15,090
建仓
AI
C3 AI INC
+$268.3K
7,991
清仓
ANGL
VANECK ETF TRUST
-$265.5K
0
-100%
建仓
ZTS
ZOETIS INC
+$256.5K
1,541
建仓
—
SANDY SPRING BANCORP INC
+$252.2K
9,708
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$250.4K
0
-100%
减持
NKE
NIKE INC
-$248.4K
6,243
-28%
增持
ABBV
ABBVIE INC
+$244.7K
20,463
+10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$239.0K
37,379
-2%
增持
COR
AMERISOURCEBERGEN CORP
+$235.2K
17,857
+13%
建仓
CRM
SALESFORCE INC
+$231.5K
1,159
建仓
GS
GOLDMAN SACHS GROUP INC
+$229.3K
701
减持
SYK
STRYKER CORPORATION
+$228.3K
5,590
-0%
清仓
COP
CONOCOPHILLIPS
-$225.1K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$225.0K
3,919
-25%
增持
VO
VANGUARD INDEX FDS
+$222.4K
12,447
+6%
增持
MCD
MCDONALDS CORP
+$220.0K
3,668
+20%
清仓
ALL
ALLSTATE CORP
-$218.5K
0
-100%
减持
ZETA
ZETA GLOBAL HOLDINGS CORP
-$218.5K
10,000
-75%
增持
JNJ
JOHNSON & JOHNSON
+$215.2K
20,371
+22%
减持
VUG
VANGUARD INDEX FDS
+$210.0K
5,840
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$207.5K
2,505
+71%
增持
AMD
ADVANCED MICRO DEVICES INC
+$206.0K
5,935
+2%
增持
TDVG
T ROWE PRICE ETF INC
+$204.7K
48,442
+13%
增持
MO
ALTRIA GROUP INC
+$201.0K
14,535
+48%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$200.8K
5,000
减持
JPM
JPMORGAN CHASE & CO
-$199.5K
15,411
-6%
减持
MKC
MCCORMICK & CO INC
-$198.3K
5,157
-32%
增持
VHT
VANGUARD WORLD FDS
-$196.9K
36,365
+2%
增持
PM
PHILIP MORRIS INTL INC
+$189.2K
5,647
+59%
增持
PSA
PUBLIC STORAGE
+$188.3K
1,442
+63%
增持
VZ
VERIZON COMMUNICATIONS INC
+$184.6K
19,809
+33%
增持
AMAT
APPLIED MATLS INC
+$183.9K
7,078
+1%
减持
DIS
DISNEY WALT CO
+$181.9K
14,551
-1%
减持
IBB
ISHARES TR
-$181.6K
2,535
-35%
增持
SPY
SPDR S&P 500 ETF TR
+$174.5K
5,015
+2%
减持
MRK
MERCK & CO INC
-$154.6K
12,278
-7%
减持
VBR
VANGUARD INDEX FDS
-$152.2K
33,736
-3%
减持
VBK
VANGUARD INDEX FDS
-$147.9K
5,196
-18%
减持
NVDA
NVIDIA CORPORATION
+$146.7K
3,710
-39%
增持
KO
COCA COLA CO
+$136.5K
5,675
+68%
增持
MQY
BLACKROCK MUNIYILD QULT FD I
+$124.3K
412,062
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$122.4K
7,998
+27%
增持
AVB
AVALONBAY CMNTYS INC
+$117.6K
3,008
+25%
增持
—
MEDTRONIC PLC
+$112.2K
4,480
+40%
减持
RYLD
GLOBAL X FDS
-$105.5K
50,192
-6%
增持
XBI
SPDR SER TR
-$105.3K
21,620
+2%
减持
MA
MASTERCARD INCORPORATED
+$103.0K
8,720
-1%
清仓
—
OXFORD LANE CAP CORP
-$101.4K
0
-100%
减持
MMM
3M CO
-$100.4K
5,011
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$95.3K
14,639
-5%
增持
IWB
ISHARES TR
+$92.4K
6,151
+0%
增持
ORCL
ORACLE CORP
+$92.3K
7,782
+1%
增持
BX
BLACKSTONE INC
+$88.6K
3,888
+14%
减持
D
DOMINION ENERGY INC
-$87.3K
12,741
-2%
增持
HON
HONEYWELL INTL INC
-$85.4K
4,198
+1%
增持
CSCO
CISCO SYS INC
+$83.6K
13,653
+3%
减持
CVX
CHEVRON CORP NEW
-$82.4K
4,715
-1%
增持
PYPL
PAYPAL HLDGS INC
+$81.3K
10,280
+5%
增持
IVW
ISHARES TR
+$80.2K
14,848
+0%
增持
IWD
ISHARES TR
+$79.9K
24,856
+2%
增持
ABT
ABBOTT LABS
+$79.3K
5,173
+28%
减持
VOT
VANGUARD INDEX FDS
-$78.9K
2,503
-21%
增持
BAC
BANK AMERICA CORP
-$76.4K
30,467
+6%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$75.3K
31,334
-3%
增持
WMT
WALMART INC
+$74.2K
5,899
+5%
减持
IT
GARTNER INC
-$73.4K
2,964
-4%
增持
VLO
VALERO ENERGY CORP
+$72.4K
5,530
+0%
增持
XLI
SELECT SECTOR SPDR TR
+$69.1K
15,243
+2%
减持
SBUX
STARBUCKS CORP
-$67.7K
4,465
-17%
减持
—
TORTOISE MIDSTRM ENERGY FD I
-$66.5K
52,023
-0%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$64.3K
174,505
-5%
减持
GSLC
GOLDMAN SACHS ETF TR
-$63.0K
235,738
-7%
增持
HD
HOME DEPOT INC
-$61.7K
3,345
+1%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
-$58.5K
482,666
+2%
减持
GLD
SPDR GOLD TR
-$57.5K
2,010
-20%
减持
XLF
SELECT SECTOR SPDR TR
-$57.4K
23,918
-1%
减持
SPG
SIMON PPTY GROUP INC NEW
-$57.2K
2,718
-12%
减持
INTC
INTEL CORP
+$56.6K
9,903
-2%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
+$55.1K
56,845
+1%
增持
PLD
PROLOGIS INC.
+$52.1K
3,524
+3%
增持
MAR
MARRIOTT INTL INC NEW
+$51.4K
2,878
+0%
减持
QCOM
QUALCOMM INC
+$51.3K
3,618
-3%
增持
UPS
UNITED PARCEL SERVICE INC
+$50.6K
2,169
+2%
增持
SDY
SPDR SER TR
-$45.5K
56,469
+0%
增持
AMT
AMERICAN TOWER CORP NEW
+$45.3K
5,497
+8%
增持
DHR
DANAHER CORPORATION
-$44.8K
4,081
+1%
增持
TXN
TEXAS INSTRS INC
+$44.2K
2,024
+1%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$43.1K
3,690
+2%
增持
XMYDX
BLACKROCK MUNIYIELD FD INC
+$41.5K
83,710
+2%
增持
AMGN
AMGEN INC
-$41.3K
2,356
+1%
减持
NPV
NUVEEN VIRGINIA QLTY MUNCPL
-$40.0K
19,214
-17%
增持
—
TRANE TECHNOLOGIES PLC
+$38.2K
2,223
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$37.2K
11,272
+3%
增持
PEP
PEPSICO INC
+$35.4K
6,016
+2%
增持
MCO
MOODYS CORP
+$33.6K
1,052
+2%
增持
EMR
EMERSON ELEC CO
-$32.7K
4,149
+1%
增持
WFC
WELLS FARGO CO NEW
+$32.4K
9,682
+21%
