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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 7
增持 68
减持 67
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
TCAF
T ROWE PRICE ETF INC
+$7.5M
303,135
建仓
—
SCHWAB CHARLES FAMILY FD
+$4.1M
4,072,000
建仓
COWZ
PACER FDS TR
+$3.5M
71,732
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。
减持
PDI
PIMCO DYNAMIC INCOME FD
-$2.9M
570,482
-16%
增持
AAPL
APPLE INC
-$2.8M
129,311
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.5M
42,016
+17%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$2.4M
203,228
-18%
增持
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$2.1M
268,929
+225%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
+$1.8M
133,382
+295%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.6M
483,122
-6%
增持
MOAT
VANECK ETF TRUST
+$1.6M
92,083
+35%
增持
IJR
ISHARES TR
+$1.5M
195,849
+15%
增持
BOND
PIMCO ETF TR
+$1.4M
64,037
+40%
增持
JAAA
JANUS DETROIT STR TR
+$1.3M
51,766
+102%
减持
SDY
SPDR SER TR
-$1.2M
49,223
-12%
减持
NVG
NUVEEN AMT FREE MUN CR INC F
-$1.1M
447,193
-9%
增持
MQY
BLACKROCK MUNIYILD QULT FD I
+$1.1M
588,748
+38%
减持
VGT
VANGUARD WORLD FDS
-$1.1M
27,226
-3%
增持
PSF
COHEN & STEERS SELECT PFD &
+$1.0M
114,043
+98%
减持
SCHW
SCHWAB CHARLES CORP
-$955.8K
10,193
-62%
减持
XBI
SPDR SER TR
-$776.5K
11,575
-41%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$734.0K
275,228
-12%
减持
GOOGL
ALPHABET INC
+$733.2K
92,441
-3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$710.7K
2,090
-69%
增持
GSLC
GOLDMAN SACHS ETF TR
-$678.2K
233,253
+0%
增持
MSFT
MICROSOFT CORP
-$598.2K
32,144
+2%
减持
VHT
VANGUARD WORLD FDS
-$583.7K
34,267
-3%
增持
VYM
VANGUARD WHITEHALL FDS
-$583.2K
266,596
+1%
增持
GOOG
ALPHABET INC
+$522.1K
47,440
+0%
增持
TROW
PRICE T ROWE GROUP INC
-$495.5K
70,188
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$444.1K
53,247
+10%
增持
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$431.1K
102,883
+16%
减持
TFC
TRUIST FINL CORP
-$418.3K
21,393
-37%
减持
RYLD
GLOBAL X FDS
-$391.3K
19,196
-52%
减持
VBR
VANGUARD INDEX FDS
-$377.8K
29,484
-4%
减持
VUG
VANGUARD INDEX FDS
-$368.2K
4,551
-20%
减持
OCSL
OAKTREE SPECIALTY LENDING CO
-$363.7K
63,430
-24%
清仓
RCKT
ROCKET PHARMACEUTICALS INC
-$357.7K
0
-100%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
-$357.1K
104,994
+868%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$356.8K
29,937
-2%
减持
AMZN
AMAZON COM INC
-$356.1K
83,991
-1%
减持
JNJ
JOHNSON & JOHNSON
-$335.4K
18,669
-5%
增持
PRF
INVESCO EXCHANGE TRADED FD T
-$333.5K
141,042
+379%
清仓
IBB
ISHARES TR
-$321.9K
0
-100%
减持
XMYDX
BLACKROCK MUNIYIELD FD INC
-$311.8K
45,493
-35%
增持
ABBV
ABBVIE INC
+$303.8K
20,313
+0%
减持
CCI
CROWN CASTLE INC
-$288.2K
8,795
-9%
减持
PML
PIMCO MUN INCOME FD II
-$285.8K
158,535
-5%
清仓
PANW
PALO ALTO NETWORKS INC
-$276.7K
0
-100%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$276.5K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$270.8K
7,716
-6%
建仓
SRLN
SSGA ACTIVE ETF TR
+$266.9K
6,365
减持
IWF
ISHARES TR
-$263.2K
18,916
-2%
清仓
EQR
EQUITY RESIDENTIAL
-$256.1K
0
-100%
增持
—
EXXON MOBIL CORP
+$251.0K
21,420
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$249.2K
1,588,831
+3%
建仓
TRGP
TARGA RES CORP
+$248.0K
2,893
清仓
PODD
INSULET CORP
-$247.1K
0
-100%
增持
IEFA
ISHARES TR
-$241.0K
94,304
+1%
减持
VO
VANGUARD INDEX FDS
-$228.2K
12,370
-3%
增持
COR
CENCORA INC
-$223.3K
18,011
+0%
建仓
XLU
SELECT SECTOR SPDR TR
+$220.4K
3,740
减持
IUSG
ISHARES TR
-$213.0K
27,222
-5%
增持
UPS
UNITED PARCEL SERVICE INC
+$210.0K
3,153
+101%
减持
SBUX
STARBUCKS CORP
-$209.1K
2,729
-41%
清仓
KMB
KIMBERLY-CLARK CORP
-$205.4K
0
-100%
减持
PFE
PFIZER INC
-$205.3K
29,087
-9%
建仓
—
CHUBB LIMITED
+$204.2K
981
减持
XJPIX
NUVEEN PFD & INCOME TERM FD
+$201.7K
641,944
-0%
减持
SYK
STRYKER CORPORATION
-$190.3K
5,516
-1%
增持
META
META PLATFORMS INC
+$186.8K
14,078
+0%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$184.0K
14,665
-21%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$181.6K
18,102
+52%
减持
PYPL
PAYPAL HLDGS INC
-$172.2K
5,430
-26%
增持
SPY
SPDR S&P 500 ETF TR
+$168.3K
4,234
+14%
增持
TOTL
SSGA ACTIVE ETF TR
+$165.1K
19,883
+34%
减持
PSTG
PURE STORAGE INC
-$164.1K
14,000
-22%
减持
DIS
DISNEY WALT CO
-$158.2K
11,281
-6%
减持
VOO
VANGUARD INDEX FDS
-$154.3K
555
-39%
增持
RTX
RTX CORPORATION
-$151.0K
6,732
+4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$146.6K
16,539
-10%
减持
D
DOMINION ENERGY INC
-$142.5K
11,536
-9%
增持
VLO
VALERO ENERGY CORP
+$142.1K
5,671
+1%
增持
LLY
ELI LILLY & CO
+$141.4K
1,732
+3%
增持
IWD
ISHARES TR
-$135.7K
24,278
+0%
减持
AMT
AMERICAN TOWER CORP NEW
-$132.4K
3,673
-3%
增持
MRK
MERCK & CO INC
-$126.1K
11,303
+1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$119.9K
17,124
-11%
增持
AMGN
AMGEN INC
+$118.4K
2,405
+1%
清仓
HIX
WESTERN ASSET HIGH INCOM FD
-$118.0K
0
-100%
增持
TSLA
TESLA INC
+$113.8K
1,477
+51%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$111.7K
2,788
+10%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$110.8K
13,789
-3%
增持
ET
ENERGY TRANSFER L P
+$108.1K
53,570
+6%
减持
XLK
SELECT SECTOR SPDR TR
-$107.6K
9,483
-1%
增持
V
VISA INC
-$106.5K
17,370
+1%
增持
ORCL
ORACLE CORP
-$106.5K
8,576
+1%
增持
IVV
ISHARES TR
+$105.9K
64,686
+4%
减持
XLF
SELECT SECTOR SPDR TR
-$105.8K
17,321
-14%
增持
LMT
LOCKHEED MARTIN CORP
-$99.2K
1,965
+0%
减持
IWB
ISHARES TR
-$94.8K
5,986
-3%
减持
JPM
JPMORGAN CHASE & CO
-$91.8K
12,471
-5%
增持
UNH
UNITEDHEALTH GROUP INC
+$90.4K
2,798
+2%
减持
CSX
CSX CORP
-$88.4K
24,918
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$82.2K
19,516
-3%
减持
IEMG
ISHARES INC
-$82.0K
24,301
-3%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$81.7K
10,701
-14%
减持
WFC
WELLS FARGO CO NEW
-$79.4K
7,377
-17%
增持
CVX
CHEVRON CORP NEW
+$78.6K
4,236
+5%
增持
CSCO
CISCO SYS INC
+$77.9K
14,132
+7%
减持
—
TORTOISE MIDSTRM ENERGY FD I
-$75.2K
50,279
-3%
增持
COST
COSTCO WHSL CORP NEW
+$73.1K
1,754
+3%
增持
CEG
CONSTELLATION ENERGY CORP
+$73.0K
4,035
+1%
增持
PEP
PEPSICO INC
-$73.0K
6,271
+2%
增持
ITA
ISHARES TR
-$71.7K
7,250
+1%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$71.4K
2,863
+10%
减持
QCOM
QUALCOMM INC
-$71.3K
2,112
-18%
减持
NVDA
NVIDIA CORPORATION
-$70.1K
2,897
-8%
增持
HON
HONEYWELL INTL INC
-$68.8K
3,264
+1%
减持
MKC
MCCORMICK & CO INC
-$68.3K
3,721
-7%
增持
PG
PROCTER AND GAMBLE CO
-$67.9K
12,297
+0%
增持
VTV
VANGUARD INDEX FDS
-$63.9K
16,095
+0%
减持
APPN
APPIAN CORP
-$63.8K
31,653
-0%
减持
CVS
CVS HEALTH CORP
-$62.8K
9,145
-10%
减持
—
MEDTRONIC PLC
-$62.7K
4,495
-5%
增持
BX
BLACKSTONE INC
+$59.1K
3,933
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$57.3K
4,893
-1%
减持
MO
ALTRIA GROUP INC
-$57.0K
14,433
-2%
增持
CAT
CATERPILLAR INC
+$53.8K
1,392
+5%
减持
AVB
AVALONBAY CMNTYS INC
-$53.1K
2,908
-0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$50.8K
9,400
+8%
减持
WM
WASTE MGMT INC DEL
-$50.2K
2,208
-1%
增持
ABT
ABBOTT LABS
-$49.9K
4,780
+2%
增持
WMT
WALMART INC
+$46.2K
5,463
+4%
增持
EMR
EMERSON ELEC CO
+$45.9K
4,359
+5%
减持
KO
COCA COLA CO
-$45.8K
5,480
-6%
减持
SNOW
SNOWFLAKE INC
-$44.1K
1,523
-3%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
+$43.7K
171,540
-0%
增持
NKE
NIKE INC
-$40.9K
3,850
+4%
增持
MAR
MARRIOTT INTL INC NEW
+$40.8K
2,908
+1%
减持
PTY
PIMCO CORPORATE & INCOME OPP
-$40.6K
29,282
-3%
增持
PSA
PUBLIC STORAGE
-$40.4K
1,446
+0%
减持
IVW
ISHARES TR
-$37.1K
14,602
-1%
减持
MINT
PIMCO ETF TR
-$35.9K
4,269
-8%
增持
MCD
MCDONALDS CORP
-$34.6K
2,905
+8%
增持
GLW
CORNING INC
-$34.4K
7,678
+0%
增持
UNP
UNION PAC CORP
+$34.1K
4,117
+5%
增持
FPE
FIRST TR EXCH TRADED FD III
+$34.0K
31,057
+7%
增持
AEP
AMERICAN ELEC PWR CO INC
-$33.5K
3,829
+0%
增持
BA
BOEING CO
-$32.3K
4,814
+6%
