小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 28
增持 69
减持 40
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
GPIX
GOLDMAN SACHS ETF TR
+$23.5M
691,834
+195%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$18.2M
491,865
+426%
增持
JAAA
JANUS DETROIT STR TR
+$17.4M
558,528
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。
+159%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$10.5M
110,631
+82%
减持
BOND
PIMCO ETF TR
-$6.5M
49,559
-58%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$6.3M
1,844,599
+7%
增持
VUG
VANGUARD INDEX FDS
+$5.8M
27,146
+80%
增持
VYM
VANGUARD WHITEHALL FDS
+$4.6M
327,913
+7%
建仓
TY
TRI CONTL CORP
+$4.2M
129,095
增持
VO
VANGUARD INDEX FDS
+$3.9M
44,961
+40%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$3.1M
321,533
+13%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$2.4M
62,370
-0%
减持
AMZN
AMAZON COM INC
+$2.3M
73,153
-5%
减持
COWZ
PACER FDS TR
-$2.2M
33,293
-53%
减持
XJPIX
NUVEEN PFD SECS & INC OPPTY
-$2.1M
195,819
-33%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$1.8M
357,746
+82%
减持
META
META PLATFORMS INC
+$1.7M
12,812
-5%
减持
IVV
ISHARES TR
+$1.6M
65,700
-2%
增持
OCSL
OAKTREE SPECIALTY LENDING CO
+$1.6M
172,233
+167%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$1.5M
27,999
减持
V
VISA INC
+$1.5M
19,725
-2%
增持
TROW
PRICE T ROWE GROUP INC
+$1.5M
84,146
+21%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
44,306
+3%
减持
AAPL
APPLE INC
-$1.2M
114,918
-9%
减持
PSF
COHEN & STEERS SELECT PFD &
-$1.1M
102,912
-31%
增持
MOAT
VANECK ETF TRUST
+$1.0M
120,943
+17%
减持
MSFT
MICROSOFT CORP
-$1.0M
32,300
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$938.6K
12,966
+3%
减持
GSLC
GOLDMAN SACHS ETF TR
+$937.7K
234,592
-3%
减持
NVDA
NVIDIA CORPORATION
+$904.8K
55,074
-1%
建仓
BN
BROOKFIELD CORP
+$903.4K
14,830
清仓
TOTL
SSGA ACTIVE ETF TR
-$837.2K
0
-100%
减持
VGT
VANGUARD WORLD FD
+$832.6K
25,461
-3%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$792.2K
23,697
+179%
减持
VHT
VANGUARD WORLD FD
-$772.0K
29,168
-4%
增持
MQY
BLACKROCK MUNIYILD QULT FD I
+$729.8K
1,007,724
+17%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$719.1K
1
建仓
GSBD
GOLDMAN SACHS BDC INC
+$681.2K
52,520
增持
ORCL
ORACLE CORP
+$610.9K
12,968
+34%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$603.8K
0
-100%
增持
IWB
ISHARES TR
+$594.7K
7,093
+25%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$578.4K
7,061
-0%
减持
IWF
ISHARES TR
+$576.5K
18,391
-3%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$552.6K
426,182
+18%
增持
COST
COSTCO WHSL CORP NEW
+$551.8K
2,430
+5%
减持
GOOG
ALPHABET INC
+$551.4K
36,247
-3%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$541.3K
0
-100%
减持
MA
MASTERCARD INCORPORATED
+$539.4K
9,090
-2%
减持
TCAF
T ROWE PRICE ETF INC
-$531.6K
561,204
-6%
增持
WMT
WALMART INC
+$512.6K
13,452
+22%
增持
IUSG
ISHARES TR
+$509.1K
35,089
+0%
增持
AVUV
AMERICAN CENTY ETF TR
+$507.4K
19,053
+35%
清仓
XBI
SPDR SER TR
-$504.9K
0
-100%
清仓
—
TORTOISE MIDSTRM ENERGY FD I
-$495.2K
0
-100%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$488.3K
0
-100%
减持
AGG
ISHARES TR
-$483.5K
2,941
-61%
增持
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$481.8K
152,301
+13%
增持
AVGO
BROADCOM INC
+$452.6K
5,238
+18%
建仓
TYG
TORTOISE ENERGY INFRA CORP
+$447.6K
9,848
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$433.4K
84,874
-8%
减持
QQQ
INVESCO QQQ TR
+$422.8K
8,818
-0%
增持
IWM
ISHARES TR
+$409.7K
33,055
+3%
清仓
—
LINDE PLC
-$399.5K
0
-100%
减持
DHR
DANAHER CORPORATION
-$390.1K
3,448
-13%
增持
VBK
VANGUARD INDEX FDS
+$386.7K
14,691
+1%
增持
SRLN
SSGA ACTIVE ETF TR
+$378.2K
14,476
+167%
建仓
BLK
BLACKROCK INC
+$375.0K
385
增持
COR
CENCORA INC
+$374.2K
20,848
+0%
减持
AMAT
APPLIED MATLS INC
-$363.1K
5,000
-16%
增持
MRK
MERCK & CO INC
-$362.4K
13,125
+3%
增持
VOT
VANGUARD INDEX FDS
+$353.4K
4,595
+24%
减持
PDO
PIMCO DYNAMIC INCOME OPRNTS
-$333.5K
411,782
-3%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$328.1K
1,634
+12%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$316.3K
24,150
+43%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$311.6K
0
-100%
增持
TSLA
TESLA INC
+$302.8K
2,000
+28%
建仓
TCHP
T ROWE PRICE ETF INC
+$300.1K
6,801
减持
LMT
LOCKHEED MARTIN CORP
-$294.3K
1,419
-7%
建仓
GLD
SPDR GOLD TR
+$292.9K
1,100
建仓
MRVL
MARVELL TECHNOLOGY INC
+$291.0K
2,732
增持
PDI
PIMCO DYNAMIC INCOME FD
+$289.2K
578,611
+7%
增持
ET
ENERGY TRANSFER L P
+$288.5K
32,223
+45%
建仓
—
JOHNSON CTLS INTL PLC
+$280.4K
3,123
增持
SMH
VANECK ETF TRUST
+$278.7K
1,951
+124%
减持
—
EXXON MOBIL CORP
-$262.8K
20,295
-3%
建仓
MAA
MID-AMER APT CMNTYS INC
+$259.2K
1,651
清仓
STZ
CONSTELLATION BRANDS INC
-$258.5K
0
-100%
建仓
AI
C3 AI INC
+$256.3K
8,121
建仓
AXP
AMERICAN EXPRESS CO
+$255.4K
821
建仓
UTF
COHEN & STEERS INFRASTRUCTUR
+$252.4K
10,350
增持
BAC
BANK AMERICA CORP
+$246.3K
23,865
+8%
增持
NFLX
NETFLIX INC
+$244.9K
506
+23%
建仓
VOO
VANGUARD INDEX FDS
+$241.6K
431
建仓
SCHW
SCHWAB CHARLES CORP
+$240.4K
2,992
建仓
PODD
INSULET CORP
+$237.6K
847
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$233.3K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$232.4K
10,523
+4%
增持
IJR
ISHARES TR
+$230.9K
210,297
+1%
建仓
ACWI
ISHARES TR
+$230.1K
1,861
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$229.6K
0
-100%
建仓
FTNT
FORTINET INC
+$229.2K
2,053
建仓
TMUS
T-MOBILE US INC
+$221.2K
817
建仓
NOW
SERVICENOW INC
+$220.0K
223
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$214.3K
3,523
+10%
增持
WM
WASTE MGMT INC DEL
+$213.7K
3,118
+30%
增持
ITA
ISHARES TR
+$211.7K
8,200
+17%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$211.7K
2,529
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$210.4K
1,162
减持
TDVG
T ROWE PRICE ETF INC
-$209.3K
11,033
-33%
建仓
ESGV
VANGUARD WORLD FD
+$207.4K
1,899
增持
VBR
VANGUARD INDEX FDS
+$207.0K
30,191
+2%
建仓
PYPL
PAYPAL HLDGS INC
+$206.2K
2,645
增持
CSCO
CISCO SYS INC
+$205.5K
9,166
+25%
清仓
EIPI
FIRST TR EXCHNG TRADED FD VI
-$204.0K
0
-100%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$203.5K
2,643
增持
CVX
CHEVRON CORP NEW
+$203.4K
5,060
+28%
减持
UNH
UNITEDHEALTH GROUP INC
-$200.7K
3,198
-0%
增持
WFC
WELLS FARGO CO NEW
+$191.4K
7,568
+3%
增持
EMR
EMERSON ELEC CO
+$184.4K
4,761
+29%
减持
PM
PHILIP MORRIS INTL INC
+$180.1K
6,501
-1%
增持
SDY
SPDR SER TR
-$175.7K
46,024
+3%
增持
CEG
CONSTELLATION ENERGY CORP
+$175.0K
2,700
+3%
减持
GOOGL
ALPHABET INC
-$174.8K
72,776
-12%
增持
VCRB
VANGUARD MALVERN FDS
+$172.2K
5,357
+79%
增持
AMD
ADVANCED MICRO DEVICES INC
-$166.8K
4,301
+8%
减持
PG
PROCTER AND GAMBLE CO
-$162.1K
12,352
-2%
增持
IVW
ISHARES TR
+$158.5K
14,462
+0%
减持
PFE
PFIZER INC
-$153.0K
13,040
-22%
增持
GS
GOLDMAN SACHS GROUP INC
+$152.3K
674
+14%
增持
BA
BOEING CO
+$149.1K
2,831
+15%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$145.7K
2,642
+9%
增持
ABT
ABBOTT LABS
+$142.0K
5,099
+11%
增持
PEP
PEPSICO INC
-$138.9K
5,966
+2%
清仓
XMYDX
BLACKROCK MUNIYIELD FD INC
-$138.8K
0
-100%
增持
SYK
STRYKER CORPORATION
+$136.7K
5,256
+1%
增持
MAR
MARRIOTT INTL INC NEW
+$134.9K
2,995
+4%
增持
IEFA
ISHARES TR
-$134.3K
101,449
+1%
增持
LEO
BNY MELLON STRATEGIC MUNS IN
+$133.2K
42,312
+110%
减持
VTV
VANGUARD INDEX FDS
-$132.7K
18,404
-5%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$128.5K
130,961
-2%
增持
BX
BLACKSTONE INC
+$123.2K
4,230
+13%
增持
CRM
SALESFORCE INC
+$122.7K
1,028
+32%
减持
LLY
ELI LILLY & CO
-$117.6K
2,531
-1%
增持
RTX
RTX CORPORATION
+$112.9K
8,378
+11%
增持
AMT
AMERICAN TOWER CORP NEW
-$108.7K
3,124
+4%
减持
JNJ
JOHNSON & JOHNSON
-$105.8K
16,971
-0%
减持
—
TRANE TECHNOLOGIES PLC
-$100.9K
2,146
-5%
减持
DUK
DUKE ENERGY CORP NEW
-$98.9K
6,029
-10%
建仓
GAB
GABELLI EQUITY TR INC
+$97.2K
17,507
增持
PSA
PUBLIC STORAGE OPER CO
-$94.0K
1,513
+1%
