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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 11
增持 61
减持 64
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.7M
147,852
+34%
增持
GPIX
GOLDMAN SACHS ETF TR
+$5.5M
881,269
+27%
减持
AAPL
APPLE INC
-$5.4M
114,179
-1%
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。
减持
IJR
ISHARES TR
-$5.3M
190,235
-10%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$5.0M
168,819
+143%
建仓
XCHYX
CALAMOS CONV & HIGH INCOME F
+$4.3M
424,741
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$3.5M
685,634
+92%
减持
AMZN
AMAZON COM INC
-$3.3M
72,496
-1%
减持
JAAA
JANUS DETROIT STR TR
-$3.3M
498,355
-11%
增持
VO
VANGUARD INDEX FDS
+$3.0M
59,417
+32%
减持
GSLC
GOLDMAN SACHS ETF TR
-$2.9M
228,701
-3%
减持
MOAT
VANECK ETF TRUST
-$2.9M
95,543
-21%
增持
IVV
ISHARES TR
-$2.7M
66,786
+2%
增持
VYM
VANGUARD WHITEHALL FDS
-$2.7M
330,268
+1%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$2.6M
61,720
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$2.4M
1,926,444
+4%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$2.2M
540,923
+10%
增持
VYMI
VANGUARD WHITEHALL FDS
+$2.0M
31,571
+499%
减持
XJPIX
NUVEEN PFD SECS & INC OPPTY
-$1.9M
104,142
-47%
增持
META
META PLATFORMS INC
-$1.8M
13,052
+2%
减持
TCAF
T ROWE PRICE ETF INC
-$1.7M
547,121
-3%
增持
VGT
VANGUARD WORLD FD
-$1.7M
26,129
+3%
增持
COR
CENCORA INC
+$1.6M
22,897
+10%
增持
GOOGL
ALPHABET INC
-$1.6M
73,006
+0%
减持
OCSL
OAKTREE SPECIALTY LENDING CO
-$1.5M
87,613
-49%
减持
IWM
ISHARES TR
-$1.5M
30,581
-7%
减持
TROW
PRICE T ROWE GROUP INC
-$1.4M
83,978
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
44,236
-0%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$1.4M
675,956
+17%
减持
VHT
VANGUARD WORLD FD
-$1.4M
26,158
-10%
增持
IEFA
ISHARES TR
+$1.2M
111,447
+10%
减持
COWZ
PACER FDS TR
-$1.1M
15,532
-53%
减持
PSF
COHEN & STEERS SELECT PFD &
-$1.1M
50,978
-50%
减持
VBR
VANGUARD INDEX FDS
-$1.0M
28,074
-7%
减持
AVUV
AMERICAN CENTY ETF TR
-$980.5K
10,383
-46%
增持
ET
ENERGY TRANSFER L P
+$964.6K
101,756
+216%
增持
VUG
VANGUARD INDEX FDS
+$851.5K
32,469
+20%
减持
GOOG
ALPHABET INC
-$798.0K
36,171
-0%
增持
IWF
ISHARES TR
-$785.4K
18,511
+1%
减持
VBK
VANGUARD INDEX FDS
-$713.4K
14,094
-4%
增持
NVDA
NVIDIA CORPORATION
+$704.9K
73,559
+34%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$659.0K
352,442
+10%
减持
XBMEX
BLACKROCK HEALTH SCIENCES TR
-$614.2K
150,539
-1%
减持
IUSG
ISHARES TR
-$541.2K
34,737
-1%
增持
GLD
SPDR GOLD TR
+$529.5K
2,607
+137%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$488.0K
4,107
+253%
减持
GSBD
GOLDMAN SACHS BDC INC
-$470.4K
20,000
-62%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$394.7K
482,157
+13%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$384.6K
130,939
-0%
减持
MSFT
MICROSOFT CORP
+$383.8K
31,331
-3%
增持
UNH
UNITEDHEALTH GROUP INC
-$374.2K
3,296
+3%
增持
ORCL
ORACLE CORP
-$327.7K
13,072
+1%
增持
JPM
JPMORGAN CHASE & CO.
-$325.7K
13,082
+1%
清仓
ADBE
ADOBE INC
-$324.4K
0
-100%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$320.9K
79,708
-6%
清仓
TCHP
T ROWE PRICE ETF INC
-$300.1K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$292.2K
21,213
+23%
增持
BN
BROOKFIELD CORP
+$291.0K
21,905
+48%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$291.0K
0
-100%
建仓
TRV
TRAVELERS COMPANIES INC
+$274.3K
1,023
清仓
CODI
COMPASS DIVERSIFIED
-$264.4K
0
-100%
清仓
AI
C3 AI INC
-$256.3K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
-$254.0K
10,629
+1%
清仓
UTF
COHEN & STEERS INFRASTRUCTUR
-$252.4K
0
-100%
建仓
CI
THE CIGNA GROUP
+$244.4K
732
增持
TY
TRI CONTL CORP
-$244.2K
132,096
+2%
减持
IT
GARTNER INC
-$240.0K
2,778
-1%
清仓
PODD
INSULET CORP
-$237.6K
0
-100%
清仓
INTC
INTEL CORP
-$232.8K
0
-100%
建仓
MCK
MCKESSON CORP
+$232.5K
327
清仓
ACWI
ISHARES TR
-$230.1K
0
-100%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$229.3K
0
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$229.2K
5,816
+40%
建仓
XLU
SELECT SECTOR SPDR TR
+$226.3K
2,810
建仓
—
LINDE PLC
+$223.6K
500
建仓
NVS
NOVARTIS AG
+$223.1K
2,018
增持
IWD
ISHARES TR
-$223.0K
24,195
+1%
建仓
VOE
VANGUARD INDEX FDS
+$213.5K
1,361
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$212.2K
34,050
+41%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$211.7K
0
-100%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$209.9K
2,667
减持
COST
COSTCO WHSL CORP NEW
-$209.4K
2,371
-2%
清仓
ESGV
VANGUARD WORLD FD
-$207.4K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$206.2K
0
-100%
建仓
VXUS
VANGUARD STAR FDS
+$204.0K
3,130
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$203.5K
0
-100%
建仓
NVO
NOVO-NORDISK A S
+$201.8K
3,044
减持
PDO
PIMCO DYNAMIC INCOME OPRNTS
-$200.4K
407,002
-1%
增持
SPY
SPDR S&P 500 ETF TR
-$198.0K
5,653
+3%
增持
AVGO
BROADCOM INC
+$178.3K
6,992
+33%
减持
TRGP
TARGA RES CORP
-$171.4K
2,286
-12%
减持
IVW
ISHARES TR
-$164.1K
14,328
-1%
减持
CEG
CONSTELLATION ENERGY CORP
-$161.6K
2,539
-6%
减持
DIS
DISNEY WALT CO
-$155.5K
5,804
-7%
增持
IWB
ISHARES TR
+$153.5K
8,261
+16%
增持
TFC
TRUIST FINL CORP
-$146.9K
19,089
+0%
减持
—
EXXON MOBIL CORP
-$144.9K
19,595
-3%
减持
BX
BLACKSTONE INC
-$144.7K
4,123
-3%
增持
UNP
UNION PAC CORP
-$143.7K
4,288
+1%
增持
LLY
ELI LILLY & CO
-$140.7K
2,576
+2%
增持
HD
HOME DEPOT INC
-$139.7K
3,358
+2%
减持
XLF
SELECT SECTOR SPDR TR
-$136.9K
10,650
-16%
增持
PML
PIMCO MUN INCOME FD II
+$136.7K
225,186
+20%
减持
ABBV
ABBVIE INC
-$129.8K
15,606
-1%
增持
AMT
AMERICAN TOWER CORP NEW
+$129.2K
3,220
+3%
增持
BAC
BANK AMERICA CORP
-$124.7K
24,388
+2%
减持
XLV
SELECT SECTOR SPDR TR
-$124.4K
2,022
-26%
增持
SDY
SPDR SER TR
-$121.3K
46,275
+1%
增持
GPIQ
GOLDMAN SACHS ETF TR
-$119.9K
24,111
+2%
增持
—
TRANE TECHNOLOGIES PLC
+$117.6K
2,206
+3%
减持
VTI
VANGUARD INDEX FDS
-$116.4K
4,097
-1%
增持
TSLA
TESLA INC
-$109.2K
2,188
+9%
减持
AMAT
APPLIED MATLS INC
-$105.7K
4,838
-3%
减持
CSX
CSX CORP
-$105.5K
19,386
-0%
增持
MO
ALTRIA GROUP INC
+$104.9K
13,137
+2%
减持
PM
PHILIP MORRIS INTL INC
+$104.1K
6,217
-4%
减持
KKR
KKR & CO INC
-$100.7K
3,008
-4%
减持
PFE
PFIZER INC
-$96.9K
10,316
-21%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$96.0K
52,007
-5%
减持
MAR
MARRIOTT INTL INC NEW
-$95.9K
2,990
-0%
减持
EXC
EXELON CORP
-$92.8K
6,552
-29%
减持
PEP
PEPSICO INC
-$92.1K
5,839
-2%
增持
UBER
UBER TECHNOLOGIES INC
+$89.3K
5,102
+16%
增持
SMH
VANECK ETF TRUST
+$88.5K
2,696
+38%
减持
VB
VANGUARD INDEX FDS
-$87.0K
1,020
-19%
增持
CVX
CHEVRON CORP NEW
-$86.3K
5,160
+2%
增持
MCD
MCDONALDS CORP
+$85.9K
3,330
+6%
增持
V
VISA INC
-$85.5K
19,826
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$83.6K
6,961
-1%
减持
PLD
PROLOGIS INC.
-$82.1K
3,340
-6%
减持
EMR
EMERSON ELEC CO
-$80.7K
4,722
-1%
减持
CSCO
CISCO SYS INC
-$76.5K
8,748
-5%
减持
MMM
3M CO
-$76.4K
2,789
-10%
减持
BA
BOEING CO
-$76.2K
2,398
-15%
增持
PANW
PALO ALTO NETWORKS INC
-$75.5K
7,066
+0%
减持
CAT
CATERPILLAR INC
-$74.7K
1,699
-3%
减持
DECK
DECKERS OUTDOOR CORP
-$73.9K
1,757
-3%
减持
RTX
RTX CORPORATION
-$73.8K
7,426
-11%
减持
AMD
ADVANCED MICRO DEVICES INC
-$70.9K
4,214
-2%
增持
NFLX
NETFLIX INC
+$70.7K
533
+5%
增持
QQQ
INVESCO QQQ TR
-$70.5K
9,711
+10%
减持
NKE
NIKE INC
-$69.4K
3,537
-5%
减持
WFC
WELLS FARGO CO NEW
-$68.7K
7,303
-4%
减持
JBHT
HUNT J B TRANS SVCS INC
-$68.1K
1,637
-1%
减持
OKE
ONEOK INC NEW
-$67.6K
3,561
-0%
增持
APH
AMPHENOL CORP NEW
+$66.4K
4,855
+4%
增持
XLI
SELECT SECTOR SPDR TR
-$65.9K
17,897
+0%
增持
CCI
CROWN CASTLE INC
+$65.9K
2,940
+5%
减持
SYK
STRYKER CORPORATION
-$64.9K
5,190
-1%
增持
MRSH
MARSH & MCLENNAN COS INC
+$64.8K
2,009
+18%
