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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 18
增持 79
减持 45
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
IWM
ISHARES TR
+$5.6M
29,247
+1611%
增持
MQY
BLACKROCK MUNIYILD QULT FD I
+$4.8M
890,576
+51%
清仓
—
SCHWAB CHARLES FAMILY FD
-$4.1M
0
-100%
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
TCAF
T ROWE PRICE ETF INC
+$3.9M
414,280
+37%
增持
IVV
ISHARES TR
+$3.9M
66,358
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.8M
1,616,557
+2%
增持
JAAA
JANUS DETROIT STR TR
+$3.2M
116,085
+124%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.8M
271,947
+2%
增持
MSFT
MICROSOFT CORP
+$2.6M
34,025
+6%
增持
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$2.3M
447,509
+66%
增持
MOAT
VANECK ETF TRUST
+$2.2M
108,631
+18%
减持
GSLC
GOLDMAN SACHS ETF TR
+$2.1M
232,293
-0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.1M
233,501
+15%
减持
AAPL
APPLE INC
+$2.0M
125,428
-3%
减持
AMZN
AMAZON COM INC
+$1.9M
82,860
-1%
增持
VGT
VANGUARD WORLD FDS
+$1.9M
27,253
+0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.5M
452,744
-6%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$1.5M
632,563
+11%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
+$1.2M
180,944
+36%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
4,899
+69%
增持
VO
VANGUARD INDEX FDS
+$1.1M
15,743
+27%
增持
PSF
COHEN & STEERS SELECT PFD &
+$1.0M
164,031
+44%
增持
META
META PLATFORMS INC
+$1.0M
14,776
+5%
增持
BOND
PIMCO ETF TR
+$991.3K
71,608
+12%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$984.2K
54,329
+2%
建仓
NOBL
PROSHARES TR
+$815.4K
8,565
减持
GOOGL
ALPHABET INC
+$789.3K
92,248
-0%
增持
VBR
VANGUARD INDEX FDS
+$778.8K
30,457
+3%
增持
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$776.5K
118,744
+15%
增持
VBK
VANGUARD INDEX FDS
+$739.1K
7,846
+45%
增持
IEFA
ISHARES TR
+$718.0K
96,467
+2%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$707.2K
29,901
-0%
减持
IWF
ISHARES TR
+$657.2K
18,764
-1%
增持
V
VISA INC
+$617.9K
17,719
+2%
减持
IJR
ISHARES TR
+$553.4K
175,777
-10%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$538.7K
3,197
增持
QQQ
INVESCO QQQ TR
+$531.8K
8,049
+4%
增持
VTV
VANGUARD INDEX FDS
+$507.1K
18,241
+13%
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$471.3K
64,501
+120%
建仓
AGG
ISHARES TR
+$442.4K
4,457
清仓
KRE
SPDR SER TR
-$436.1K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$434.5K
42,485
+1%
减持
COR
CENCORA INC
+$429.9K
17,876
-1%
清仓
VNQI
VANGUARD INTL EQUITY INDEX F
-$416.6K
0
-100%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$389.4K
14,163
+51%
建仓
—
BUNGE GLOBAL SA
+$377.6K
3,740
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$376.5K
6,021
-59%
增持
XLI
SELECT SECTOR SPDR TR
+$374.6K
16,843
+10%
增持
IWD
ISHARES TR
+$368.1K
24,532
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$362.7K
9,961
+5%
增持
MINT
PIMCO ETF TR
+$341.5K
7,706
+81%
增持
JPM
JPMORGAN CHASE & CO
+$341.3K
12,638
+1%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$318.6K
215,911
-22%
减持
CVS
CVS HEALTH CORP
-$314.3K
4,106
-55%
增持
COWZ
PACER FDS TR
+$305.1K
74,069
+3%
增持
COST
COSTCO WHSL CORP NEW
+$302.5K
1,960
+12%
增持
MA
MASTERCARD INCORPORATED
+$297.5K
8,584
+1%
建仓
PANW
PALO ALTO NETWORKS INC
+$296.9K
1,007
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$296.1K
0
-100%
减持
VYMI
VANGUARD WHITEHALL FDS
-$290.5K
14,756
-28%
减持
XMYDX
BLACKROCK MUNIYIELD FD INC
-$286.8K
12,141
-73%
增持
AEP
AMERICAN ELEC PWR CO INC
+$284.7K
7,051
+84%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$283.8K
1,498
清仓
MKC
MCCORMICK & CO INC
-$281.4K
0
-100%
增持
MRK
MERCK & CO INC
+$279.3K
13,236
+17%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$276.8K
135,362
-4%
建仓
XYLD
GLOBAL X FDS
+$276.1K
7,000
减持
IEMG
ISHARES INC
-$260.9K
17,706
-27%
清仓
SHEL
SHELL PLC
-$258.8K
0
-100%
建仓
KKR
KKR & CO INC
+$255.6K
3,085
减持
APPN
APPIAN CORP
-$252.1K
31,640
-0%
减持
IUSG
ISHARES TR
+$250.7K
27,206
-0%
增持
AMT
AMERICAN TOWER CORP NEW
+$248.5K
3,949
+8%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$248.0K
10,765
-22%
增持
VZ
VERIZON COMMUNICATIONS INC
+$245.0K
20,718
+25%
减持
BA
BOEING CO
+$244.7K
4,479
-7%
增持
ABBV
ABBVIE INC
+$243.2K
21,108
+4%
增持
—
EXXON MOBIL CORP
-$239.7K
22,794
+6%
建仓
XLV
SELECT SECTOR SPDR TR
+$239.5K
1,756
建仓
COP
CONOCOPHILLIPS
+$228.8K
1,971
增持
INTC
INTEL CORP
+$226.9K
10,929
+21%
建仓
—
BLACKROCK INC
+$224.9K
277
建仓
MS
MORGAN STANLEY
+$223.4K
2,396
建仓
GE
GENERAL ELECTRIC CO
+$223.2K
1,749
增持
VUG
VANGUARD INDEX FDS
+$222.2K
4,701
+3%
清仓
XLU
SELECT SECTOR SPDR TR
-$220.4K
0
-100%
增持
UNP
UNION PAC CORP
+$214.9K
4,288
+4%
建仓
APH
AMPHENOL CORP NEW
+$214.9K
2,168
建仓
OKE
ONEOK INC NEW
+$209.3K
2,980
减持
—
TORTOISE MIDSTRM ENERGY FD I
-$209.2K
43,393
-14%
建仓
EQR
EQUITY RESIDENTIAL
+$204.6K
3,345
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$203.2K
11,092
-39%
建仓
SUSA
ISHARES TR
+$202.2K
2,012
建仓
UBER
UBER TECHNOLOGIES INC
+$201.5K
3,273
增持
LLY
ELI LILLY & CO
+$200.7K
1,941
+12%
增持
HD
HOME DEPOT INC
+$200.5K
3,442
+5%
增持
SYK
STRYKER CORPORATION
+$195.3K
5,685
+3%
增持
ITA
ISHARES TR
+$193.9K
7,600
+5%
增持
VOT
VANGUARD INDEX FDS
+$192.3K
2,918
+27%
增持
IWB
ISHARES TR
+$165.8K
5,994
+0%
减持
D
DOMINION ENERGY INC
-$164.3K
7,468
-35%
增持
BAC
BANK AMERICA CORP
+$163.4K
25,888
+0%
减持
VHT
VANGUARD WORLD FDS
-$158.5K
31,502
-8%
增持
TDVG
T ROWE PRICE ETF INC
+$158.1K
44,848
+1%
增持
HON
HONEYWELL INTL INC
+$157.8K
3,628
+11%
增持
RTX
RTX CORPORATION
+$149.6K
7,536
+12%
减持
XJPIX
NUVEEN PFD & INCOME TERM FD
-$146.5K
594,952
-7%
减持
TROW
PRICE T ROWE GROUP INC
+$145.5K
69,701
-1%
减持
CCI
CROWN CASTLE INC
+$145.3K
8,288
-6%
增持
BTI
BRITISH AMERN TOB PLC
+$145.2K
13,000
+73%
增持
LMT
LOCKHEED MARTIN CORP
+$145.0K
2,093
+7%
增持
ABT
ABBOTT LABS
+$135.7K
5,439
+14%
增持
UNH
UNITEDHEALTH GROUP INC
+$131.7K
2,930
+5%
减持
WMT
WALMART INC
-$128.0K
4,730
-13%
清仓
RITM
RITHM CAPITAL CORP
-$126.7K
0
-100%
增持
PFE
PFIZER INC
-$126.1K
29,132
+0%
增持
—
MEDTRONIC PLC
+$123.7K
5,777
+29%
增持
TSLA
TESLA INC
+$119.9K
1,970
+33%
增持
BX
BLACKSTONE INC
+$117.3K
4,115
+5%
增持
CEG
CONSTELLATION ENERGY CORP
+$116.3K
4,761
+18%
增持
ADBE
ADOBE INC
+$114.4K
620
+24%
减持
SPY
SPDR S&P 500 ETF TR
+$113.3K
4,046
-4%
增持
CAT
CATERPILLAR INC
+$113.3K
1,668
+20%
增持
VTI
VANGUARD INDEX FDS
+$112.7K
4,448
+0%
减持
SCHW
SCHWAB CHARLES CORP
+$111.9K
9,760
-4%
减持
TFC
TRUIST FINL CORP
+$110.3K
19,566
-9%
减持
CSCO
CISCO SYS INC
-$109.8K
12,865
-9%
减持
DHR
DANAHER CORPORATION
-$109.1K
3,982
-4%
增持
SPG
SIMON PPTY GROUP INC NEW
+$106.3K
2,854
+3%
增持
OCSL
OAKTREE SPECIALTY LENDING CO
+$104.6K
68,125
+7%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$104.2K
16,175
-17%
减持
ABNB
AIRBNB INC
-$103.6K
1,573
-32%
减持
AVGO
BROADCOM INC
+$102.5K
664
-14%
减持
AMD
ADVANCED MICRO DEVICES INC
+$99.5K
4,088
-16%
减持
PYPL
PAYPAL HLDGS INC
-$98.9K
3,559
-34%
减持
GOOG
ALPHABET INC
+$98.6K
45,083
-5%
增持
NKE
NIKE INC
+$97.2K
4,286
+11%
增持
WFC
WELLS FARGO CO NEW
+$96.0K
8,075
+9%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$94.9K
15,282
-11%
增持
PSA
PUBLIC STORAGE
+$93.8K
1,557
+8%
减持
XBI
SPDR SER TR
-$93.0K
8,424
-27%
增持
PG
PROCTER AND GAMBLE CO
+$92.8K
12,873
+5%
减持
NOC
NORTHROP GRUMMAN CORP
-$92.8K
1,173
-20%
增持
TOTL
SSGA ACTIVE ETF TR
+$92.3K
21,386
+8%
减持
—
TRANE TECHNOLOGIES PLC
+$92.3K
2,256
-0%
减持
IVW
ISHARES TR
+$90.4K
14,508
-1%
增持
MCO
MOODYS CORP
+$89.7K
1,099
+2%
增持
MAR
MARRIOTT INTL INC NEW
+$87.0K
2,920
+0%
减持
CSX
CSX CORP
-$83.6K
19,689
-21%
增持
QCOM
QUALCOMM INC
+$83.6K
2,200
+4%
