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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 15
增持 78
减持 51
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
GPIX
GOLDMAN SACHS ETF TR
+$8.0M
973,018
+10%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$4.8M
1,962,031
+2%
增持
IVV
ISHARES TR
+$4.3M
67,317
+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。
增持
VYM
VANGUARD WHITEHALL FDS
+$3.8M
337,113
+2%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$3.4M
62,580
+1%
增持
VO
VANGUARD INDEX FDS
+$3.4M
66,944
+13%
增持
VUG
VANGUARD INDEX FDS
+$2.9M
35,140
+8%
减持
NVDA
NVIDIA CORPORATION
+$2.9M
71,254
-3%
增持
VGT
VANGUARD WORLD FD
+$2.7M
26,142
+0%
增持
AMZN
AMAZON COM INC
+$2.5M
72,739
+0%
减持
GSLC
GOLDMAN SACHS ETF TR
+$2.5M
228,474
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.5M
149,861
+1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.4M
376,601
+7%
减持
COR
CENCORA INC
-$2.2M
14,905
-35%
增持
MSFT
MICROSOFT CORP
+$2.1M
31,571
+1%
减持
META
META PLATFORMS INC
+$1.9M
12,991
-0%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$1.5M
607,480
+26%
减持
TCAF
T ROWE PRICE ETF INC
+$1.4M
537,301
-2%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.3M
562,436
+4%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$1.2M
798,672
+16%
建仓
QBTS
D-WAVE QUANTUM INC
+$1.2M
80,474
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.1M
44,380
+0%
减持
ORCL
ORACLE CORP
+$903.0K
12,961
-1%
增持
—
EXXON MOBIL CORP
+$867.7K
27,083
+38%
减持
IJR
ISHARES TR
+$853.7K
184,748
-3%
减持
IWF
ISHARES TR
+$843.8K
18,173
-2%
减持
AAPL
APPLE INC
+$751.0K
114,133
-0%
增持
QQQ
INVESCO QQQ TR
+$732.9K
9,803
+1%
减持
PDO
PIMCO DYNAMIC INCOME OPRNTS
-$692.9K
355,904
-13%
减持
IUSG
ISHARES TR
+$623.9K
34,612
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$595.9K
13,302
+2%
增持
IEFA
ISHARES TR
+$573.7K
113,701
+2%
减持
XJPIX
NUVEEN PFD SECS & INC OPPTY
-$564.6K
74,595
-28%
增持
AVGO
BROADCOM INC
+$556.8K
7,095
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$550.4K
178,946
+6%
减持
IWM
ISHARES TR
+$491.2K
30,162
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$489.1K
2,600
-21%
减持
GOOGL
ALPHABET INC
+$467.7K
70,274
-4%
减持
TROW
PRICE T ROWE GROUP INC
+$445.3K
83,075
-1%
增持
TY
TRI CONTL CORP
+$436.9K
139,177
+5%
增持
JAAA
JANUS DETROIT STR TR
+$427.9K
503,645
+1%
减持
XBMEX
BLACKROCK HEALTH SCIENCES TR
-$422.9K
139,395
-7%
增持
VBR
VANGUARD INDEX FDS
+$416.0K
28,339
+1%
减持
XLK
SELECT SECTOR SPDR TR
+$415.8K
10,611
-0%
减持
GOOG
ALPHABET INC
+$397.4K
35,926
-1%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$392.0K
131,198
+0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$381.8K
31,993
+10%
减持
XCHYX
CALAMOS CONV & HIGH INCOME F
+$335.1K
423,931
-0%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$333.7K
28,380
+18%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$316.8K
6,471
+11%
减持
SPY
SPDR S&P 500 ETF TR
+$309.7K
5,614
-1%
增持
ET
ENERGY TRANSFER L P
+$305.3K
105,575
+4%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$303.6K
5,325
减持
BN
BROOKFIELD CORP
-$299.2K
14,475
-34%
清仓
XLV
SELECT SECTOR SPDR TR
-$271.7K
0
-100%
增持
IWB
ISHARES TR
+$271.3K
8,270
+0%
建仓
GEV
GE VERNOVA INC
+$257.3K
486
增持
VTV
VANGUARD INDEX FDS
+$253.9K
19,705
+2%
增持
XLI
SELECT SECTOR SPDR TR
+$251.6K
17,898
+0%
减持
VBK
VANGUARD INDEX FDS
+$249.7K
13,756
-2%
建仓
PODD
INSULET CORP
+$242.9K
773
建仓
XLE
SELECT SECTOR SPDR TR
+$241.5K
2,847
建仓
TCHP
T ROWE PRICE ETF INC
+$238.7K
5,264
建仓
ADBE
ADOBE INC
+$238.7K
617
增持
VYMI
VANGUARD WHITEHALL FDS
+$238.6K
33,240
+5%
增持
ITA
ISHARES TR
+$233.8K
8,201
+0%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$224.2K
2,643
增持
PDI
PIMCO DYNAMIC INCOME FD
+$222.6K
680,209
+1%
增持
BAC
BANK AMERICA CORP
+$216.8K
25,630
+5%
减持
MOAT
VANECK ETF TRUST
+$216.1K
89,677
-6%
建仓
PH
PARKER-HANNIFIN CORP
+$213.3K
305
减持
SDY
SPDR SERIES TRUST
+$213.2K
46,203
-0%
建仓
INTU
INTUIT
+$212.7K
270
清仓
TMUS
T-MOBILE US INC
-$212.3K
0
-100%
建仓
ESGV
VANGUARD WORLD FD
+$211.4K
1,928
建仓
MRVL
MARVELL TECHNOLOGY INC
+$210.5K
2,720
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$209.9K
0
-100%
清仓
DECK
DECKERS OUTDOOR CORP
-$205.7K
0
-100%
建仓
INTC
INTEL CORP
+$203.5K
9,084
清仓
NKE
NIKE INC
-$201.8K
0
-100%
建仓
AI
C3 AI INC
+$200.4K
8,156
建仓
PYPL
PAYPAL HLDGS INC
+$200.2K
2,694
增持
DIS
DISNEY WALT CO
+$195.5K
5,890
+1%
增持
TSLA
TESLA INC
+$193.9K
2,507
+15%
增持
AMD
ADVANCED MICRO DEVICES INC
+$190.5K
4,271
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$180.1K
822
-31%
减持
IVW
ISHARES TR
+$179.9K
14,150
-1%
增持
V
VISA INC
+$175.4K
19,910
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$175.2K
3,746
+0%
增持
IEMG
ISHARES INC
+$175.0K
24,766
+6%
减持
COWZ
PACER FDS TR
-$170.6K
11,546
-26%
增持
VOT
VANGUARD INDEX FDS
+$167.9K
4,918
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$164.0K
6,762
-3%
减持
IWD
ISHARES TR
+$163.7K
23,629
-2%
增持
AMAT
APPLIED MATLS INC
+$155.0K
4,891
+1%
增持
CVX
CHEVRON CORP NEW
+$149.3K
5,929
+15%
减持
PSF
COHEN & STEERS SELECT PFD &
-$146.3K
41,510
-19%
增持
RTX
RTX CORPORATION
+$141.9K
7,490
+1%
清仓
PTY
PIMCO CORPORATE & INCOME OPP
-$138.0K
0
-100%
增持
GLD
SPDR GOLD TR
+$133.5K
3,136
+20%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$130.8K
37,105
+9%
增持
CAT
CATERPILLAR INC
+$129.4K
1,738
+2%
增持
EMR
EMERSON ELEC CO
+$124.6K
4,733
+0%
增持
NFLX
NETFLIX INC
+$123.4K
545
+2%
减持
GS
GOLDMAN SACHS GROUP INC
+$121.9K
779
-0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$119.4K
21,844
+3%
增持
TXN
TEXAS INSTRS INC
+$119.3K
2,375
+2%
减持
MCD
MCDONALDS CORP
-$114.7K
3,218
-3%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$114.0K
1,704
+0%
增持
PANW
PALO ALTO NETWORKS INC
+$113.7K
7,071
+0%
减持
VTI
VANGUARD INDEX FDS
+$113.2K
4,079
-0%
减持
AEP
AMERICAN ELEC PWR CO INC
-$109.7K
5,716
-13%
减持
APPN
APPIAN CORP
-$107.4K
28,411
-9%
减持
BOND
PIMCO ETF TR
-$106.6K
48,511
-4%
增持
APH
AMPHENOL CORP NEW
+$96.9K
4,900
+1%
减持
GE
GE AEROSPACE
+$95.4K
2,020
-1%
减持
SYK
STRYKER CORPORATION
+$92.8K
5,187
-0%
增持
CSCO
CISCO SYS INC
+$90.6K
8,773
+0%
增持
HON
HONEYWELL INTL INC
+$90.3K
3,576
+1%
增持
PFE
PFIZER INC
+$82.9K
13,157
+28%
减持
MO
ALTRIA GROUP INC
-$82.6K
12,142
-8%
减持
IT
GARTNER INC
-$81.3K
2,774
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$79.7K
6,167
-20%
增持
SHEN
SHENANDOAH TELECOMMUNICATION
+$74.6K
38,546
+0%
减持
CSX
CSX CORP
+$74.5K
18,971
-2%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
+$71.9K
78,813
-1%
增持
KKR
KKR & CO INC
+$70.0K
3,097
+3%
增持
—
TRANE TECHNOLOGIES PLC
+$69.1K
2,209
+0%
增持
MA
MASTERCARD INCORPORATED
+$68.6K
9,219
+1%
减持
UNP
UNION PAC CORP
+$68.4K
4,271
-0%
增持
MAR
MARRIOTT INTL INC NEW
+$67.7K
3,005
+1%
增持
GLW
CORNING INC
+$67.3K
8,538
+0%
增持
MS
MORGAN STANLEY
+$65.0K
2,448
+4%
减持
AMGN
AMGEN INC
-$64.0K
2,421
-12%
增持
BLK
BLACKROCK INC
+$63.4K
438
+1%
增持
BA
BOEING CO
+$61.1K
2,420
+1%
增持
PEP
PEPSICO INC
+$60.8K
6,242
+7%
增持
WFC
WELLS FARGO CO NEW
+$59.7K
7,443
+2%
减持
BX
BLACKSTONE INC
+$59.0K
4,088
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$58.2K
753
-16%
减持
AVUV
AMERICAN CENTY ETF TR
+$54.9K
10,225
-2%
减持
TFC
TRUIST FINL CORP
+$54.2K
18,565
-3%
增持
LEO
BNY MELLON STRATEGIC MUNS IN
+$53.3K
48,409
+22%
减持
DUK
DUKE ENERGY CORP NEW
-$52.9K
5,753
-3%
增持
AXP
AMERICAN EXPRESS CO
+$50.7K
965
+3%
增持
NVO
NOVO-NORDISK A S
+$49.4K
3,640
+20%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$49.3K
4,114
+0%
增持
NOW
SERVICENOW INC
+$47.5K
264
+14%
增持
UBER
UBER TECHNOLOGIES INC
+$46.5K
5,192
+2%
增持
TYG
TORTOISE ENERGY INFRA CORP
+$46.5K
9,909
+0%
