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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 11
增持 78
减持 53
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$16.9M
116,359
-74%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$10.4M
1,715,998
+6%
增持
JAAA
JANUS DETROIT STR TR
+$6.1M
235,781
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。
+103%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$5.3M
112,298
增持
VYM
VANGUARD WHITEHALL FDS
+$3.8M
282,426
+4%
增持
IJR
ISHARES TR
+$3.2M
201,383
+15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.2M
43,654
+3%
减持
IVV
ISHARES TR
+$3.2M
66,296
-0%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$3.0M
36,261
+21%
增持
VO
VANGUARD INDEX FDS
+$2.8M
25,812
+64%
减持
AAPL
APPLE INC
-$2.8M
124,759
-1%
增持
TCAF
T ROWE PRICE ETF INC
+$2.6M
463,858
+12%
增持
BOND
PIMCO ETF TR
+$2.5M
99,157
+38%
减持
GSLC
GOLDMAN SACHS ETF TR
+$2.2M
231,450
-0%
增持
VBK
VANGUARD INDEX FDS
+$2.0M
14,844
+89%
增持
MSFT
MICROSOFT CORP
+$1.7M
34,555
+2%
减持
AMZN
AMAZON COM INC
+$1.7M
79,381
-4%
建仓
XLU
SELECT SECTOR SPDR TR
+$1.5M
22,740
增持
COR
CENCORA INC
+$1.4M
20,810
+16%
增持
MOAT
VANECK ETF TRUST
+$1.3M
117,269
+8%
减持
META
META PLATFORMS INC
+$1.2M
13,283
-10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.2M
57,074
+5%
增持
IUSG
ISHARES TR
+$1.0M
32,786
+21%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$966.4K
232,764
-0%
增持
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$956.7K
139,023
+17%
减持
TROW
PRICE T ROWE GROUP INC
+$956.7K
69,413
-0%
减持
TDVG
T ROWE PRICE ETF INC
-$857.8K
19,053
-58%
减持
NVDA
NVIDIA CORPORATION
+$817.6K
3,590
-27%
增持
IWF
ISHARES TR
+$805.7K
19,268
+3%
减持
—
TORTOISE MIDSTRM ENERGY FD I
-$771.7K
19,217
-56%
清仓
MINT
PIMCO ETF TR
-$769.0K
0
-100%
增持
IWM
ISHARES TR
+$765.2K
31,552
+8%
增持
LLY
ELI LILLY & CO
+$764.5K
2,437
+26%
减持
PDI
PIMCO DYNAMIC INCOME FD
+$763.0K
628,174
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$729.4K
5,071
+25%
建仓
NEE
NEXTERA ENERGY INC
+$709.6K
11,103
清仓
XETYX
EATON VANCE TAX-MANAGED DIVE
-$692.9K
0
-100%
减持
PTY
PIMCO CORPORATE & INCOME OPP
-$675.6K
12,000
-81%
增持
VUG
VANGUARD INDEX FDS
+$649.9K
6,134
+30%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$645.3K
222
增持
PANW
PALO ALTO NETWORKS INC
+$640.7K
3,300
+228%
清仓
BGT
BLACKROCK FLOATING RATE INC
-$619.0K
0
-100%
增持
ABBV
ABBVIE INC
+$575.7K
21,124
+0%
减持
VYMI
VANGUARD WHITEHALL FDS
-$543.4K
6,362
-57%
增持
JPM
JPMORGAN CHASE & CO
+$539.0K
13,424
+6%
增持
MA
MASTERCARD INCORPORATED
+$527.0K
8,697
+1%
减持
BA
BOEING CO
-$515.2K
3,380
-25%
增持
COWZ
PACER FDS TR
+$506.1K
74,977
+1%
增持
VTV
VANGUARD INDEX FDS
+$464.4K
19,596
+7%
减持
VHT
VANGUARD WORLD FD
+$458.0K
30,887
-2%
减持
VGT
VANGUARD WORLD FD
+$454.0K
26,022
-5%
增持
V
VISA INC
+$427.6K
18,062
+2%
增持
IEFA
ISHARES TR
+$419.1K
97,084
+1%
增持
VBR
VANGUARD INDEX FDS
+$401.2K
30,657
+1%
增持
QQQ
INVESCO QQQ TR
+$388.2K
8,298
+3%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$383.3K
133,819
-1%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$379.6K
146,950
-19%
减持
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$377.5K
444,571
-1%
减持
GOOGL
ALPHABET INC
+$362.2K
87,778
-5%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$354.5K
111,906
-33%
增持
MRK
MERCK & CO INC
+$352.0K
13,604
+3%
减持
GOOG
ALPHABET INC
+$347.6K
44,011
-2%
增持
DIS
DISNEY WALT CO
+$343.3K
9,906
+3%
增持
IWD
ISHARES TR
+$342.6K
24,547
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$324.5K
3,774
+29%
减持
CEG
CONSTELLATION ENERGY CORP
+$320.3K
4,743
-0%
增持
SDY
SPDR SER TR
+$282.9K
44,667
+0%
清仓
XYLD
GLOBAL X FDS
-$276.1K
0
-100%
建仓
DECK
DECKERS OUTDOOR CORP
+$274.8K
292
增持
COST
COSTCO WHSL CORP NEW
+$273.6K
2,139
+9%
增持
ORCL
ORACLE CORP
+$262.2K
9,555
+7%
建仓
NFLX
NETFLIX INC
+$261.8K
431
增持
XLI
SELECT SECTOR SPDR TR
+$258.3K
17,293
+3%
减持
XJPIX
NUVEEN PFD & INCOME TERM FD
+$255.3K
578,537
-3%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$245.9K
10,993
-22%
清仓
VOO
VANGUARD INDEX FDS
-$241.8K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$241.8K
6,264
+25%
减持
VLO
VALERO ENERGY CORP
+$227.8K
5,793
-1%
减持
AVB
AVALONBAY CMNTYS INC
-$224.9K
1,720
-41%
清仓
PYPL
PAYPAL HLDGS INC
-$218.6K
0
-100%
建仓
ALL
ALLSTATE CORP
+$218.1K
1,261
建仓
FDX
FEDEX CORP
+$216.7K
748
清仓
ABNB
AIRBNB INC
-$214.1K
0
-100%
建仓
PSX
PHILLIPS 66
+$213.6K
1,308
增持
HD
HOME DEPOT INC
+$213.0K
3,664
+6%
增持
AMD
ADVANCED MICRO DEVICES INC
+$212.5K
4,516
+10%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$208.1K
4,148
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$206.2K
11,800
-23%
增持
AVGO
BROADCOM INC
+$205.2K
714
+8%
清仓
EQR
EQUITY RESIDENTIAL
-$204.6K
0
-100%
减持
AMAT
APPLIED MATLS INC
+$200.6K
6,175
-7%
减持
SCHW
SCHWAB CHARLES CORP
-$167.0K
6,974
-29%
增持
AEP
AMERICAN ELEC PWR CO INC
+$166.4K
8,584
+22%
减持
PSF
COHEN & STEERS SELECT PFD &
+$163.9K
163,287
-0%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$162.9K
396,269
+1%
增持
CAT
CATERPILLAR INC
+$160.8K
1,785
+7%
增持
UBER
UBER TECHNOLOGIES INC
+$160.3K
4,699
+44%
减持
—
EXXON MOBIL CORP
+$155.8K
20,946
-8%
减持
TSLA
TESLA INC
-$153.9K
1,909
-3%
减持
SYK
STRYKER CORPORATION
+$153.4K
5,186
-9%
减持
PFE
PFIZER INC
-$152.1K
24,743
-15%
增持
ET
ENERGY TRANSFER L P
+$141.0K
62,000
+3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$137.5K
14,727
+33%
增持
GE
GENERAL ELECTRIC CO
+$137.1K
2,053
+17%
增持
AGG
ISHARES TR
+$134.5K
5,890
+32%
增持
—
TRANE TECHNOLOGIES PLC
+$131.2K
2,270
+1%
减持
SPG
SIMON PPTY GROUP INC NEW
-$124.2K
1,808
-37%
增持
RTX
RTX CORPORATION
+$121.9K
7,751
+3%
增持
MS
MORGAN STANLEY
+$118.5K
3,631
+52%
增持
TOTL
SSGA ACTIVE ETF TR
+$117.7K
24,432
+14%
建仓
PNSTQ
PINSTRIPES HOLDINGS INC
+$114.4K
35,191
减持
RYLD
GLOBAL X FDS
-$113.2K
12,759
-35%
增持
SNOW
SNOWFLAKE INC
+$111.7K
2,505
+70%
减持
UPS
UNITED PARCEL SERVICE INC
-$108.0K
2,745
-16%
减持
MMM
3M CO
-$105.1K
3,060
-22%
减持
VTI
VANGUARD INDEX FDS
+$100.6K
4,447
-0%
增持
TSCO
TRACTOR SUPPLY CO
+$99.5K
1,736
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$99.5K
3,119
+3%
减持
PG
PROCTER AND GAMBLE CO
+$96.8K
12,223
-5%
减持
CCI
CROWN CASTLE INC
-$96.1K
8,113
-2%
增持
IEMG
ISHARES INC
+$90.6K
19,111
+8%
增持
WM
WASTE MGMT INC DEL
+$89.4K
2,382
+2%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
+$87.5K
95,142
-4%
减持
NKE
NIKE INC
-$87.3K
4,022
-6%
减持
JNJ
JOHNSON & JOHNSON
-$86.4K
17,890
-4%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$85.8K
223,211
+3%
减持
XBI
SPDR SER TR
-$85.7K
7,024
-17%
增持
MAR
MARRIOTT INTL INC NEW
+$85.4K
2,948
+1%
增持
ITA
ISHARES TR
+$83.4K
7,925
+4%
增持
—
MEDTRONIC PLC
+$82.0K
6,402
+11%
增持
CSX
CSX CORP
+$81.6K
20,616
+5%
增持
IT
GARTNER INC
+$79.8K
2,892
+0%
增持
STZ
CONSTELLATION BRANDS INC
+$79.7K
2,486
+1%
减持
CSCO
CISCO SYS INC
-$79.5K
11,429
-11%
减持
AMT
AMERICAN TOWER CORP NEW
-$78.7K
3,916
-1%
增持
BX
BLACKSTONE INC
+$75.7K
4,676
+14%
增持
MQY
BLACKROCK MUNIYILD QULT FD I
+$75.5K
892,379
+0%
增持
APPN
APPIAN CORP
+$73.9K
31,675
+0%
减持
ADBE
ADOBE INC
-$72.7K
589
-5%
减持
TRGP
TARGA RES CORP
+$72.3K
2,913
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$68.7K
804
+7%
减持
EMR
EMERSON ELEC CO
+$68.4K
4,486
-1%
增持
PML
PIMCO MUN INCOME FD II
+$67.8K
160,216
+3%
增持
SRLN
SSGA ACTIVE ETF TR
+$67.4K
7,207
+28%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$65.6K
2,798
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$65.4K
11,391
+6%
增持
XLV
SELECT SECTOR SPDR TR
+$64.3K
2,056
+17%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$63.9K
7,338
-19%
增持
MRVL
MARVELL TECHNOLOGY INC
+$60.7K
4,515
+5%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$54.2K
3,899
+25%
