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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 10
增持 44
减持 91
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$5.9M
515,628
-18%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.5M
1,542,509
+3%
增持
BOND
PIMCO ETF TR
+$2.7M
45,682
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。
+184%
减持
AAPL
APPLE INC
+$2.1M
128,565
-7%
减持
PTY
PIMCO CORPORATE & INCOME OPP
-$1.9M
30,239
-84%
减持
AMZN
AMAZON COM INC
+$1.8M
84,635
-5%
减持
VGT
VANGUARD WORLD FDS
+$1.5M
27,997
-1%
减持
GOOGL
ALPHABET INC
+$1.4M
94,934
-2%
减持
RCKT
ROCKET PHARMACEUTICALS INC
-$1.3M
18,000
-81%
减持
IVV
ISHARES TR
+$1.2M
62,085
-4%
减持
GSLC
GOLDMAN SACHS ETF TR
+$1.2M
232,818
-1%
建仓
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$1.1M
82,849
建仓
PSF
COHEN & STEERS SELECT PFD &
+$1.0M
57,650
增持
GOOG
ALPHABET INC
+$861.4K
47,391
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$818.5K
48,201
+6%
建仓
UTF
COHEN & STEERS INFRASTRUCTUR
+$797.9K
33,780
减持
META
META PLATFORMS INC
+$789.0K
14,076
-8%
减持
MINT
PIMCO ETF TR
-$740.4K
4,644
-62%
减持
MSFT
MICROSOFT CORP
+$707.3K
31,561
-9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$687.4K
35,862
-4%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$667.2K
30,487
-1%
增持
COR
AMERISOURCEBERGEN CORP
+$605.6K
18,005
+1%
建仓
TOTL
SSGA ACTIVE ETF TR
+$603.4K
14,881
增持
JAAA
JANUS DETROIT STR TR
+$597.6K
25,596
+87%
增持
VYM
VANGUARD WHITEHALL FDS
+$544.3K
265,182
+1%
减持
ABBV
ABBVIE INC
-$537.1K
20,219
-1%
减持
IWF
ISHARES TR
+$472.5K
19,240
-3%
减持
SPY
SPDR S&P 500 ETF TR
-$411.3K
3,703
-26%
减持
MOAT
VANECK ETF TRUST
+$391.1K
68,021
-0%
减持
AMT
AMERICAN TOWER CORP NEW
-$386.9K
3,797
-31%
减持
DIS
DISNEY WALT CO
-$384.5K
12,013
-17%
减持
NKE
NIKE INC
-$356.6K
3,706
-41%
增持
VTV
VANGUARD INDEX FDS
+$324.1K
16,072
+13%
清仓
—
AON PLC
-$303.3K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$299.8K
3,145
-15%
减持
PFE
PFIZER INC
-$295.0K
31,901
-11%
减持
QQQ
INVESCO QQQ TR
-$291.9K
8,216
-21%
增持
ORCL
ORACLE CORP
+$291.8K
8,522
+10%
减持
PYPL
PAYPAL HLDGS INC
-$291.0K
7,338
-29%
建仓
PANW
PALO ALTO NETWORKS INC
+$276.7K
1,083
减持
VBR
VANGUARD INDEX FDS
-$275.6K
30,715
-9%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$269.5K
246,443
-5%
建仓
TSLA
TESLA INC
+$255.7K
977
减持
CVS
CVS HEALTH CORP
-$254.1K
10,144
-21%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$233.7K
2,600
清仓
LOW
LOWES COS INC
-$233.6K
0
-100%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$226.4K
463
减持
MCD
MCDONALDS CORP
-$225.6K
2,681
-27%
增持
LLY
LILLY ELI & CO
+$223.4K
1,682
+2%
减持
IUSG
ISHARES TR
+$217.2K
28,620
-1%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$212.2K
3,550
清仓
MPC
MARATHON PETE CORP
-$206.6K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$203.7K
8,665
-23%
清仓
IDV
ISHARES TR
-$203.0K
0
-100%
增持
AVGO
BROADCOM INC
+$192.2K
755
+5%
减持
PDI
PIMCO DYNAMIC INCOME FD
+$187.3K
682,118
-2%
减持
LMT
LOCKHEED MARTIN CORP
-$185.8K
1,961
-15%
减持
BAC
BANK AMERICA CORP
-$182.7K
24,004
-21%
减持
RYLD
GLOBAL X FDS
-$182.6K
39,735
-21%
增持
SCHW
SCHWAB CHARLES CORP
+$182.5K
26,736
+5%
减持
MA
MASTERCARD INCORPORATED
+$179.6K
8,514
-2%
增持
VO
VANGUARD INDEX FDS
+$178.7K
12,737
+2%
减持
XMYDX
BLACKROCK MUNIYIELD FD INC
-$170.5K
69,865
-17%
建仓
—
FIRST TR ENERGY INCOME & GRO
+$166.4K
11,943
增持
AMAT
APPLIED MATLS INC
+$163.2K
7,144
+1%
减持
QCOM
QUALCOMM INC
-$155.8K
2,569
-29%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$151.5K
6,728
-16%
减持
VUG
VANGUARD INDEX FDS
+$150.8K
5,681
-3%
增持
OCSL
OAKTREE SPECIALTY LENDING CO
+$147.5K
83,933
+9%
减持
UPS
UNITED PARCEL SERVICE INC
-$139.4K
1,570
-28%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$138.9K
18,476
-13%
减持
TDVG
T ROWE PRICE ETF INC
-$135.4K
42,378
-13%
减持
CVX
CHEVRON CORP NEW
-$133.6K
4,040
-14%
减持
HON
HONEYWELL INTL INC
-$130.5K
3,238
-23%
减持
SDY
SPDR SER TR
-$128.9K
55,938
-1%
增持
CCI
CROWN CASTLE INC
+$128.6K
9,633
+33%
减持
DVY
ISHARES TR
-$121.7K
2,483
-28%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$119.6K
2,945
-25%
增持
IWB
ISHARES TR
+$115.4K
6,158
+0%
减持
MMM
3M CO
-$113.3K
4,130
-18%
增持
VLO
VALERO ENERGY CORP
-$110.4K
5,640
+2%
增持
FPE
FIRST TR EXCH TRADED FD III
+$108.9K
28,929
+31%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$108.8K
171,862
-2%
清仓
ZETA
ZETA GLOBAL HOLDINGS CORP
-$108.3K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$108.0K
13,066
-15%
增持
CSX
CSX CORP
+$107.1K
25,063
+0%
减持
—
EXXON MOBIL CORP
-$105.8K
21,143
-2%
增持
TFC
TRUIST FINL CORP
-$105.7K
33,948
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$103.5K
14,247
-3%
减持
SYK
STRYKER CORPORATION
+$101.6K
5,564
-0%
减持
APPN
APPIAN CORP
+$101.1K
31,670
-0%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$95.4K
312,760
-0%
减持
T
AT&T INC
-$92.7K
18,086
-9%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$91.1K
29,462
-6%
减持
XLF
SELECT SECTOR SPDR TR
-$88.7K
20,181
-16%
减持
VZ
VERIZON COMMUNICATIONS INC
-$87.7K
18,355
-7%
减持
PLD
PROLOGIS INC.
-$87.6K
2,871
-19%
减持
IVW
ISHARES TR
+$87.5K
14,702
-1%
减持
PSTG
PURE STORAGE INC
+$86.2K
18,000
-20%
减持
JNJ
JOHNSON & JOHNSON
+$85.6K
19,593
-4%
减持
V
VISA INC
+$85.0K
17,272
-3%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$80.3K
6,487
-11%
减持
MKC
MCCORMICK & CO INC
-$79.4K
4,009
-22%
增持
BA
BOEING CO
+$75.2K
4,523
+9%
减持
TROW
PRICE T ROWE GROUP INC
-$69.9K
70,131
-0%
减持
—
TORTOISE MIDSTRM ENERGY FD I
+$59.8K
51,797
-0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$57.8K
20,115
-7%
减持
D
DOMINION ENERGY INC
-$54.6K
12,701
-0%
增持
CEG
CONSTELLATION ENERGY CORP
+$53.9K
4,010
+1%
增持
PML
PIMCO MUN INCOME FD II
-$53.9K
166,473
+0%
增持
—
MEDTRONIC PLC
+$53.8K
4,710
+5%
减持
VTI
VANGUARD INDEX FDS
+$53.6K
4,232
-2%
增持
MAR
MARRIOTT INTL INC NEW
+$52.9K
2,889
+0%
增持
STZ
CONSTELLATION BRANDS INC
+$49.8K
2,436
+0%
增持
MQY
BLACKROCK MUNIYILD QULT FD I
+$49.5K
425,958
+3%
减持
XLK
SELECT SECTOR SPDR TR
-$48.8K
9,560
-16%
减持
AVB
AVALONBAY CMNTYS INC
+$47.0K
2,919
-3%
减持
ET
ENERGY TRANSFER L P
-$47.0K
50,670
-8%
减持
VBK
VANGUARD INDEX FDS
+$46.3K
5,096
-2%
增持
MCO
MOODYS CORP
+$45.3K
1,056
+0%
增持
DUK
DUKE ENERGY CORP NEW
-$44.4K
8,103
+1%
减持
WMT
WALMART INC
-$42.3K
5,265
-11%
增持
AMGN
AMGEN INC
-$41.6K
2,378
+1%
减持
IT
GARTNER INC
+$39.8K
2,870
-3%
增持
PEP
PEPSICO INC
+$38.7K
6,130
+2%
减持
IWD
ISHARES TR
+$36.9K
24,213
-3%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$36.6K
489,094
+1%
增持
CAT
CATERPILLAR INC
+$34.6K
1,325
+4%
减持
PG
PROCTER AND GAMBLE CO
+$32.4K
12,267
-0%
减持
CSCO
CISCO SYS INC
-$31.9K
13,178
-3%
减持
VHT
VANGUARD WORLD FDS
-$31.8K
35,290
-3%
减持
SNOW
SNOWFLAKE INC
+$29.6K
1,573
-2%
减持
COST
COSTCO WHSL CORP NEW
+$29.3K
1,705
-5%
减持
IJR
ISHARES TR
-$28.8K
170,783
-3%
增持
VB
VANGUARD INDEX FDS
+$28.0K
1,358
+6%
增持
WM
WASTE MGMT INC DEL
+$27.8K
2,231
+1%
增持
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$27.8K
88,503
+4%
增持
EQR
EQUITY RESIDENTIAL
+$27.2K
3,882
+2%
减持
XBI
SPDR SER TR
-$26.0K
19,492
-10%
增持
VYMI
VANGUARD WHITEHALL FDS
+$25.9K
20,545
+0%
减持
INTC
INTEL CORP
-$25.3K
8,919
-10%
增持
PODD
INSULET CORP
-$25.0K
857
+0%
减持
CRM
SALESFORCE INC
-$24.5K
980
-15%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$24.3K
667
+3%
增持
IHI
ISHARES TR
+$23.9K
9,607
+0%
增持
MDLZ
MONDELEZ INTL INC
+$23.7K
6,339
+1%
增持
UNP
UNION PAC CORP
+$22.4K
3,930
+1%
减持
VOT
VANGUARD INDEX FDS
-$21.4K
2,267
-9%
减持
AMD
ADVANCED MICRO DEVICES INC
-$21.3K
4,920
-17%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
+$21.1K
10,851
-1%
