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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 8
增持 40
减持 80
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$8.7M
59,351
+64%
增持
AAPL
APPLE INC
+$5.3M
126,737
+2%
增持
GPIX
GOLDMAN SACHS ETF TR
+$3.3M
180,484
+61%
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
NVDA
NVIDIA CORPORATION
+$3.2M
52,108
+1351%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$3.0M
21,446
-85%
减持
GOOGL
ALPHABET INC
+$2.1M
84,490
-4%
增持
TCAF
T ROWE PRICE ETF INC
+$1.9M
506,230
+9%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.8M
1,719,378
+0%
增持
IVV
ISHARES TR
+$1.7M
66,729
+1%
增持
VGT
VANGUARD WORLD FD
+$1.6M
26,367
+1%
增持
BOND
PIMCO ETF TR
+$1.4M
115,017
+16%
增持
SPY
SPDR S&P 500 ETF TR
+$1.3M
7,252
+43%
增持
GSLC
GOLDMAN SACHS ETF TR
+$1.3M
236,513
+2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.2M
248,926
+7%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$1.1M
584,238
-7%
减持
ABBV
ABBVIE INC
-$1.1M
15,987
-24%
增持
PM
PHILIP MORRIS INTL INC
+$1.1M
16,188
+170%
减持
XJPIX
NUVEEN PFD & INCOME TERM FD
-$1.1M
517,686
-11%
增持
VUG
VANGUARD INDEX FDS
+$1.0M
8,371
+36%
清仓
VLO
VALERO ENERGY CORP
-$988.8K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$966.3K
97,166
-16%
减持
GOOG
ALPHABET INC
+$941.2K
41,665
-5%
减持
MOAT
VANECK ETF TRUST
-$931.6K
110,967
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$893.0K
42,931
-2%
减持
IJR
ISHARES TR
-$786.0K
201,302
-0%
建仓
AVUV
AMERICAN CENTY ETF TR
+$697.8K
7,777
建仓
SHEN
SHENANDOAH TELECOMMUNICATION
+$672.0K
41,151
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$645.3K
0
-100%
减持
ET
ENERGY TRANSFER L P
-$617.1K
22,080
-64%
减持
XLU
SELECT SECTOR SPDR TR
-$607.1K
13,000
-43%
增持
VO
VANGUARD INDEX FDS
+$544.6K
28,889
+12%
减持
CCI
CROWN CASTLE INC
-$525.1K
3,413
-58%
增持
IUSG
ISHARES TR
+$511.5K
34,157
+4%
减持
IWF
ISHARES TR
+$510.4K
19,216
-0%
增持
JAAA
JANUS DETROIT STR TR
+$505.6K
245,070
+4%
清仓
SCHW
SCHWAB CHARLES CORP
-$504.5K
0
-100%
减持
DIS
DISNEY WALT CO
-$471.9K
7,455
-25%
减持
—
TORTOISE MIDSTRM ENERGY FD I
-$471.4K
6,175
-68%
减持
TROW
PRICE T ROWE GROUP INC
-$459.9K
69,403
-0%
增持
PANW
PALO ALTO NETWORKS INC
+$449.3K
4,091
+24%
减持
AMZN
AMAZON COM INC
+$441.3K
76,378
-4%
减持
STZ
CONSTELLATION BRANDS INC
-$416.0K
1,009
-59%
清仓
UPS
UNITED PARCEL SERVICE INC
-$408.0K
0
-100%
清仓
SNOW
SNOWFLAKE INC
-$404.8K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$397.9K
8,521
+3%
清仓
BTI
BRITISH AMERN TOB PLC
-$396.5K
0
-100%
增持
LLY
ELI LILLY & CO
+$395.7K
2,531
+4%
增持
VYM
VANGUARD WHITEHALL FDS
+$385.8K
291,370
+3%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$384.0K
71,270
-36%
减持
VZ
VERIZON COMMUNICATIONS INC
-$381.0K
10,072
-47%
清仓
GLD
SPDR GOLD TR
-$372.4K
0
-100%
减持
COR
CENCORA INC
-$368.8K
20,807
-0%
减持
CVX
CHEVRON CORP NEW
-$357.6K
4,030
-36%
建仓
—
LINDE PLC
+$356.3K
812
减持
APPN
APPIAN CORP
-$345.6K
29,807
-6%
减持
HD
HOME DEPOT INC
-$334.2K
3,112
-15%
减持
JNJ
JOHNSON & JOHNSON
-$326.6K
17,129
-4%
清仓
TRGP
TARGA RES CORP
-$326.2K
0
-100%
减持
CEG
CONSTELLATION ENERGY CORP
-$325.6K
2,752
-42%
清仓
T
AT&T INC
-$324.5K
0
-100%
减持
IWD
ISHARES TR
-$321.9K
23,354
-5%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$320.0K
0
-100%
增持
META
META PLATFORMS INC
+$317.5K
13,422
+1%
清仓
DIVO
AMPLIFY ETF TR
-$313.4K
0
-100%
减持
NVG
NUVEEN AMT FREE MUN CR INC F
-$311.3K
361,426
-9%
清仓
PRU
PRUDENTIAL FINL INC
-$303.6K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$300.2K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$284.5K
8,024
-30%
增持
COST
COSTCO WHSL CORP NEW
+$282.8K
2,176
+2%
减持
AVGO
BROADCOM INC
-$262.4K
426
-40%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$259.3K
195,803
-12%
减持
—
MEDTRONIC PLC
-$256.9K
3,825
-40%
清仓
CRM
SALESFORCE INC
-$256.3K
0
-100%
增持
MA
MASTERCARD INCORPORATED
-$248.7K
8,930
+3%
增持
VBR
VANGUARD INDEX FDS
-$246.6K
30,878
+1%
增持
COWZ
PACER FDS TR
-$245.3K
75,457
+1%
清仓
ZTS
ZOETIS INC
-$241.0K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$236.5K
907
清仓
ALL
ALLSTATE CORP
-$218.1K
0
-100%
清仓
FDX
FEDEX CORP
-$216.7K
0
-100%
清仓
RYLD
GLOBAL X FDS
-$215.7K
0
-100%
清仓
—
SANDY SPRING BANCORP INC
-$215.4K
0
-100%
减持
SDY
SPDR SER TR
-$214.1K
44,410
-1%
清仓
PSX
PHILLIPS 66
-$213.6K
0
-100%
建仓
KMB
KIMBERLY-CLARK CORP
+$211.3K
1,529
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$211.2K
0
-100%
建仓
KLAC
KLA CORP
+$208.6K
253
减持
PFE
PFIZER INC
-$205.3K
17,202
-30%
减持
VHT
VANGUARD WORLD FD
-$204.8K
30,642
-1%
建仓
ILCG
ISHARES TR
+$203.5K
2,500
增持
ORCL
ORACLE CORP
+$202.0K
9,931
+4%
减持
LMT
LOCKHEED MARTIN CORP
-$201.9K
1,516
-24%
减持
CSCO
CISCO SYS INC
-$200.2K
7,793
-32%
减持
XBMEX
BLACKROCK HEALTH SCIENCES TR
-$193.5K
136,294
-2%
建仓
EIPI
FIRST TR EXCHNG TRADED FD VI
+$193.0K
10,387
减持
AMT
AMERICAN TOWER CORP NEW
-$193.0K
2,988
-24%
清仓
—
FIRST TR ENERGY INCOME & GRO
-$192.8K
0
-100%
减持
VBK
VANGUARD INDEX FDS
-$192.5K
14,703
-1%
减持
AEP
AMERICAN ELEC PWR CO INC
-$191.7K
6,239
-27%
增持
XLK
SELECT SECTOR SPDR TR
+$190.2K
10,011
+1%
减持
MRK
MERCK & CO INC
-$190.0K
12,964
-5%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$188.9K
3,911
+23%
增持
IWM
ISHARES TR
-$183.0K
31,802
+1%
减持
JPM
JPMORGAN CHASE & CO.
-$180.5K
12,402
-8%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$174.1K
8,745
-20%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$169.6K
8,977
-39%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$169.2K
2,829
-27%
减持
INTC
INTEL CORP
-$168.0K
10,613
-6%
减持
CSX
CSX CORP
-$168.0K
17,826
-14%
减持
NKE
NIKE INC
-$165.9K
2,814
-30%
增持
IEMG
ISHARES INC
+$156.0K
21,337
+12%
减持
BX
BLACKSTONE INC
-$153.3K
3,724
-20%
减持
—
EXXON MOBIL CORP
-$149.9K
19,847
-5%
减持
MCD
MCDONALDS CORP
-$148.0K
2,933
-8%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$145.3K
9,310
-21%
减持
MDLZ
MONDELEZ INTL INC
-$144.8K
4,915
-26%
减持
EXC
EXELON CORP
-$141.4K
8,492
-27%
减持
MQY
BLACKROCK MUNIYILD QULT FD I
-$138.4K
878,928
-2%
减持
IT
GARTNER INC
-$136.4K
2,766
-4%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$132.6K
2,372
-15%
减持
AMAT
APPLIED MATLS INC
+$131.6K
5,954
-4%
减持
UNH
UNITEDHEALTH GROUP INC
-$128.7K
3,413
-10%
减持
MSFT
MICROSOFT CORP
-$125.2K
32,247
-7%
减持
ABT
ABBOTT LABS
-$122.2K
4,567
-13%
减持
ITA
ISHARES TR
-$121.2K
7,000
-12%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
-$120.1K
96,720
+2%
增持
IVW
ISHARES TR
+$117.6K
14,509
+0%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$110.5K
8,242
+42%
增持
V
VISA INC
-$105.3K
18,804
+4%
减持
EMR
EMERSON ELEC CO
-$101.3K
3,699
-18%
增持
AGG
ISHARES TR
+$98.7K
6,959
+18%
减持
CAT
CATERPILLAR INC
-$97.6K
1,670
-6%
增持
PML
PIMCO MUN INCOME FD II
+$91.9K
170,430
+6%
减持
UNP
UNION PAC CORP
-$90.2K
4,323
-0%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$89.7K
133,288
-0%
减持
VTV
VANGUARD INDEX FDS
-$88.0K
19,347
-1%
减持
DUK
DUKE ENERGY CORP NEW
-$86.3K
6,625
-15%
减持
NEE
NEXTERA ENERGY INC
-$85.9K
8,808
-21%
减持
MS
MORGAN STANLEY
-$85.1K
2,642
-27%
减持
SRLN
SSGA ACTIVE ETF TR
-$83.4K
5,266
-27%
减持
VYMI
VANGUARD WHITEHALL FDS
-$81.6K
5,197
-18%
减持
OCSL
OAKTREE SPECIALTY LENDING CO
-$81.0K
65,442
-4%
减持
BA
BOEING CO
-$80.1K
3,144
-7%
增持
SYK
STRYKER CORPORATION
-$79.3K
5,222
+1%
减持
PEP
PEPSICO INC
-$76.1K
5,912
-2%
增持
IWB
ISHARES TR
+$74.0K
5,680
+1%
增持
AMGN
AMGEN INC
+$71.9K
2,476
+0%
减持
TOTL
SSGA ACTIVE ETF TR
-$71.2K
22,842
-7%
减持
LEO
BNY MELLON STRATEGIC MUNS IN
-$70.8K
20,023
-37%
减持
PSF
COHEN & STEERS SELECT PFD &
-$70.7K
161,444
-1%
