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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 12
增持 82
减持 51
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$5.4M
1,727,971
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$4.8M
306,653
+5%
减持
XJPIX
NUVEEN PFD SECS & INC OPPTY
-$4.0M
290,263
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。
-44%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$4.0M
93,589
+1036%
增持
TCAF
T ROWE PRICE ETF INC
+$3.9M
594,747
+17%
增持
GPIX
GOLDMAN SACHS ETF TR
+$2.9M
234,354
+30%
增持
IJR
ISHARES TR
+$2.9M
208,557
+4%
减持
AAPL
APPLE INC
+$2.7M
125,992
-1%
增持
VUG
VANGUARD INDEX FDS
+$2.6M
15,049
+80%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.4M
43,095
+0%
增持
IVV
ISHARES TR
+$2.1M
66,931
+0%
增持
GSLC
GOLDMAN SACHS ETF TR
+$1.9M
240,891
+2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.9M
285,433
+15%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$1.8M
62,439
+5%
减持
GOOGL
ALPHABET INC
-$1.7M
82,334
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.6M
60,877
+7%
增持
VO
VANGUARD INDEX FDS
+$1.5M
32,196
+11%
减持
JAAA
JANUS DETROIT STR TR
-$1.5M
215,643
-12%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.4M
68,600
-29%
减持
GOOG
ALPHABET INC
-$1.4M
37,216
-11%
建仓
IYH
ISHARES TR
+$1.4M
21,325
增持
META
META PLATFORMS INC
+$966.3K
13,510
+1%
清仓
XLU
SELECT SECTOR SPDR TR
-$885.8K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$842.2K
6,574
-59%
增持
SDY
SPDR SER TR
+$706.9K
44,740
+1%
增持
IEFA
ISHARES TR
+$659.8K
100,505
+2%
增持
MA
MASTERCARD INCORPORATED
+$654.7K
9,304
+4%
增持
AVUV
AMERICAN CENTY ETF TR
+$652.0K
14,067
+81%
增持
IWM
ISHARES TR
+$607.5K
31,961
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$602.7K
5,829
-20%
增持
V
VISA INC
+$580.7K
20,063
+7%
增持
BOND
PIMCO ETF TR
+$579.4K
116,850
+2%
增持
IWD
ISHARES TR
+$538.2K
24,304
+4%
减持
MQY
BLACKROCK MUNIYILD QULT FD I
+$489.0K
860,583
-2%
清仓
UTF
COHEN & STEERS INFRASTRUCTUR
-$482.1K
0
-100%
增持
TROW
PRICE T ROWE GROUP INC
-$440.1K
69,428
+0%
建仓
TRGP
TARGA RES CORP
+$437.2K
2,954
减持
MOAT
VANECK ETF TRUST
+$426.8K
103,535
-7%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$410.0K
1,462
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$407.6K
8,500
减持
VHT
VANGUARD WORLD FD
+$399.9K
30,300
-1%
增持
AMZN
AMAZON COM INC
-$374.4K
77,205
+1%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$351.6K
133,150
-0%
减持
ABBV
ABBVIE INC
+$335.8K
15,586
-3%
减持
NVG
NUVEEN AMT FREE MUN CR INC F
+$335.3K
361,363
-0%
增持
NVDA
NVIDIA CORPORATION
+$304.8K
55,519
+7%
减持
VBR
VANGUARD INDEX FDS
+$300.2K
29,565
-4%
增持
VTV
VANGUARD INDEX FDS
+$293.5K
19,459
+1%
清仓
—
BLACKROCK INC
-$276.3K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$263.0K
7,069
增持
IUSG
ISHARES TR
+$259.6K
34,978
+2%
减持
VGT
VANGUARD WORLD FD
+$256.3K
26,357
-0%
增持
XLI
SELECT SECTOR SPDR TR
+$254.4K
17,844
+1%
减持
JNJ
JOHNSON & JOHNSON
+$252.4K
17,006
-1%
增持
HD
HOME DEPOT INC
+$246.0K
3,251
+4%
减持
ORCL
ORACLE CORP
+$245.3K
9,669
-3%
建仓
T
AT&T INC
+$242.3K
11,015
增持
QQQ
INVESCO QQQ TR
+$240.3K
8,857
+4%
建仓
VCRB
VANGUARD MALVERN FDS
+$237.6K
3,000
建仓
ALL
ALLSTATE CORP
+$237.2K
1,251
清仓
AI
C3 AI INC
-$232.1K
0
-100%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$231.1K
16,877
+88%
增持
—
TORTOISE MIDSTRM ENERGY FD I
+$230.0K
10,419
+69%
建仓
STT
STATE STR CORP
+$227.1K
2,567
增持
MSFT
MICROSOFT CORP
-$219.0K
32,986
+2%
建仓
TJX
TJX COS INC NEW
+$214.0K
1,821
建仓
CRM
SALESFORCE INC
+$212.8K
777
减持
VBK
VANGUARD INDEX FDS
+$208.9K
14,537
-1%
清仓
KLAC
KLA CORP
-$208.6K
0
-100%
建仓
—
AON PLC
+$206.2K
596
减持
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$204.9K
426,652
-3%
增持
COST
COSTCO WHSL CORP NEW
+$203.1K
2,316
+6%
减持
BA
BOEING CO
-$199.3K
2,453
-22%
增持
AMAT
APPLIED MATLS INC
-$196.0K
5,984
+1%
减持
OCSL
OAKTREE SPECIALTY LENDING CO
-$195.6K
64,411
-2%
增持
LMT
LOCKHEED MARTIN CORP
+$186.8K
1,531
+1%
增持
MCD
MCDONALDS CORP
+$176.0K
3,033
+3%
增持
—
EXXON MOBIL CORP
+$174.7K
20,982
+6%
增持
VOT
VANGUARD INDEX FDS
+$168.2K
3,697
+16%
增持
IT
GARTNER INC
+$167.7K
2,782
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$165.5K
3,194
+2%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$164.2K
4,656
+19%
增持
RTX
RTX CORPORATION
+$158.2K
7,533
+0%
增持
WMT
WALMART INC
+$153.5K
10,983
+1%
减持
MRK
MERCK & CO INC
-$153.1K
12,785
-1%
增持
—
CHUBB LIMITED
+$148.7K
1,287
+48%
减持
NEE
NEXTERA ENERGY INC
-$148.2K
5,625
-36%
增持
PML
PIMCO MUN INCOME FD II
+$146.8K
170,450
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$139.3K
12,557
+1%
增持
—
TRANE TECHNOLOGIES PLC
+$137.7K
2,265
+0%
减持
UNH
UNITEDHEALTH GROUP INC
+$137.0K
3,207
-6%
增持
PG
PROCTER AND GAMBLE CO
+$134.4K
12,553
+1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$132.4K
17,365
+6%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$132.2K
196,362
+0%
减持
DIS
DISNEY WALT CO
-$130.8K
6,336
-15%
减持
CEG
CONSTELLATION ENERGY CORP
+$130.6K
2,622
-5%
减持
SHEN
SHENANDOAH TELECOMMUNICATION
-$128.7K
38,501
-6%
增持
AMT
AMERICAN TOWER CORP NEW
+$119.4K
3,011
+1%
增持
PSA
PUBLIC STORAGE OPER CO
+$118.3K
1,495
+1%
减持
XBI
SPDR SER TR
-$115.8K
5,110
-24%
增持
CAT
CATERPILLAR INC
+$114.5K
1,715
+3%
增持
BX
BLACKSTONE INC
+$113.0K
3,749
+1%
减持
PSTG
PURE STORAGE INC
-$112.6K
6,500
-5%
增持
SYK
STRYKER CORPORATION
+$111.0K
5,225
+0%
增持
SBUX
STARBUCKS CORP
+$110.1K
3,717
+15%
增持
DUK
DUKE ENERGY CORP NEW
+$107.6K
6,693
+1%
减持
DHR
DANAHER CORPORATION
+$107.0K
3,962
-0%
增持
MMM
3M CO
+$106.9K
3,097
+0%
减持
INTC
INTEL CORP
-$106.9K
9,454
-11%
增持
IEMG
ISHARES INC
+$104.7K
21,718
+2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$102.4K
2,416
+2%
减持
AMD
ADVANCED MICRO DEVICES INC
-$101.7K
3,981
-14%
增持
IWB
ISHARES TR
+$98.6K
5,690
+0%
减持
APPN
APPIAN CORP
+$97.3K
29,794
-0%
增持
UNP
UNION PAC CORP
+$95.5K
4,356
+1%
增持
AGG
ISHARES TR
+$95.4K
7,612
+9%
增持
IHI
ISHARES TR
+$93.0K
11,611
+9%
增持
KKR
KKR & CO INC
+$88.8K
3,005
+4%
减持
QCOM
QUALCOMM INC
-$88.1K
1,702
-10%
增持
GLW
CORNING INC
+$86.0K
8,511
+11%
增持
AVGO
BROADCOM INC
+$84.1K
4,453
+945%
减持
BAC
BANK AMERICA CORP
-$83.3K
22,038
-8%
减持
AVB
AVALONBAY CMNTYS INC
-$79.2K
1,244
-28%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
+$77.7K
92,528
-4%
减持
IWF
ISHARES TR
+$76.2K
18,863
-2%
增持
OKE
ONEOK INC NEW
+$75.7K
3,560
+17%
增持
GE
GE AEROSPACE
+$73.5K
2,110
+3%
增持
KO
COCA COLA CO
+$72.6K
6,905
+4%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$71.9K
7,603
-13%
增持
SO
SOUTHERN CO
+$71.6K
5,403
+1%
减持
TSLA
TESLA INC
+$70.9K
1,563
-8%
减持
AEP
AMERICAN ELEC PWR CO INC
+$70.4K
6,022
-3%
减持
TOTL
SSGA ACTIVE ETF TR
-$70.1K
20,222
-11%
减持
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$70.1K
134,454
-1%
增持
D
DOMINION ENERGY INC
+$69.2K
7,473
+1%
增持
MCO
MOODYS CORP
+$61.7K
1,118
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$61.6K
762
+3%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$60.4K
61,435
-14%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$59.9K
863
+11%
增持
PLD
PROLOGIS INC.
+$57.3K
3,427
+3%
减持
TFC
TRUIST FINL CORP
+$56.0K
19,799
-3%
增持
XLF
SELECT SECTOR SPDR TR
+$55.1K
12,705
+0%
减持
UBER
UBER TECHNOLOGIES INC
-$52.5K
3,729
-19%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$51.6K
8,273
-11%
增持
ABT
ABBOTT LABS
+$49.4K
4,596
+1%
减持
APD
AIR PRODS & CHEMS INC
+$49.2K
1,299
-1%
减持
CVX
CHEVRON CORP NEW
-$47.9K
3,956
-2%
增持
—
LINDE PLC
+$43.2K
838
+3%
增持
NKE
NIKE INC
+$43.1K
2,887
+3%
减持
IVW
ISHARES TR
+$40.9K
14,450
-0%
