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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 19
增持 71
减持 46
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
GPIX
GOLDMAN SACHS ETF TR
+$11.1M
1,141,385
+17%
增持
AAPL
APPLE INC
+$6.1M
115,868
+2%
增持
IVV
ISHARES TR
+$5.2M
70,145
+4%
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.1M
53,106
+20%
增持
GOOGL
ALPHABET INC
+$5.1M
71,731
+2%
增持
VO
VANGUARD INDEX FDS
+$4.5M
79,032
+18%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$4.2M
2,026,302
+3%
建仓
FEGE
RBB FUND TRUST
+$4.1M
92,291
增持
VYM
VANGUARD WHITEHALL FDS
+$3.9M
346,694
+3%
增持
VUG
VANGUARD INDEX FDS
+$3.1M
38,630
+10%
减持
XBMEX
BLACKROCK HEALTH SCIENCES TR
-$2.8M
61,205
-56%
增持
NVDA
NVIDIA CORPORATION
+$2.7M
74,605
+5%
增持
VTV
VANGUARD INDEX FDS
+$2.6M
32,717
+66%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.6M
154,103
+3%
增持
VGT
VANGUARD WORLD FD
+$2.3M
26,345
+1%
减持
MOAT
VANECK ETF TRUST
-$2.3M
61,737
-31%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$2.0M
61,676
-1%
减持
GSLC
GOLDMAN SACHS ETF TR
+$1.7M
225,939
-1%
增持
IEFA
ISHARES TR
+$1.7M
128,182
+13%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.7M
597,558
+6%
减持
GOOG
ALPHABET INC
+$1.6M
32,916
-8%
增持
SO
SOUTHERN CO
+$1.6M
22,456
+326%
清仓
XJPIX
NUVEEN PFD SECS & INC OPPTY
-$1.6M
0
-100%
增持
TCAF
T ROWE PRICE ETF INC
+$1.4M
540,034
+1%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$1.3M
885,174
+11%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.2M
377,725
+0%
清仓
IYH
ISHARES TR
-$1.2M
0
-100%
清仓
QBTS
D-WAVE QUANTUM INC
-$1.2M
0
-100%
清仓
IT
GARTNER INC
-$1.1M
0
-100%
建仓
TCAL
T ROWE PRICE ETF INC
+$1.1M
45,139
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$1.1M
132,318
增持
MSFT
MICROSOFT CORP
+$1.1M
32,347
+2%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$991.5K
670,364
+10%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$957.0K
197,633
+10%
增持
ORCL
ORACLE CORP
+$920.5K
13,349
+3%
减持
COR
CENCORA INC
-$904.2K
11,407
-23%
增持
ABBV
ABBVIE INC
+$775.4K
15,842
+2%
减持
IJR
ISHARES TR
+$772.0K
176,413
-5%
增持
GLD
SPDR GOLD TR
+$768.8K
4,852
+55%
增持
MQY
BLACKROCK MUNIYILD QULT FD I
+$745.3K
1,095,690
+1%
减持
IWF
ISHARES TR
+$739.6K
18,051
-1%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$715.2K
40,579
+43%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$707.7K
20,711
增持
JNJ
JOHNSON & JOHNSON
+$700.3K
18,035
+4%
减持
JAAA
JANUS DETROIT STR TR
-$649.6K
490,554
-3%
建仓
QXO
QXO INC
+$625.8K
32,832
减持
VHT
VANGUARD WORLD FD
-$622.2K
22,303
-14%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$585.3K
22,450
增持
TSLA
TESLA INC
+$579.6K
3,094
+23%
减持
IWM
ISHARES TR
+$575.7K
29,279
-3%
减持
PML
PIMCO MUN INCOME FD II
-$573.8K
145,722
-37%
增持
IUSG
ISHARES TR
+$533.9K
34,883
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$518.9K
9,655
+37%
减持
OCSL
OAKTREE SPECIALTY LENDING CO
-$505.4K
52,641
-40%
清仓
TXN
TEXAS INSTRS INC
-$493.1K
0
-100%
增持
VYMI
VANGUARD WHITEHALL FDS
+$448.9K
36,747
+11%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$437.0K
629,626
-7%
建仓
SCHK
SCHWAB STRATEGIC TR
+$436.6K
13,594
增持
HD
HOME DEPOT INC
+$434.6K
4,100
+23%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$418.2K
36,561
+14%
增持
JPM
JPMORGAN CHASE & CO.
+$407.2K
13,517
+2%
减持
DHR
DANAHER CORPORATION
-$395.0K
1,604
-56%
增持
TY
TRI CONTL CORP
+$387.4K
140,993
+1%
增持
VOO
VANGUARD INDEX FDS
+$370.3K
1,117
+102%
增持
IEMG
ISHARES INC
+$355.6K
27,948
+13%
增持
AVUV
AMERICAN CENTY ETF TR
+$354.6K
12,922
+26%
减持
TROW
PRICE T ROWE GROUP INC
+$332.3K
81,343
-2%
减持
AVGO
BROADCOM INC
+$330.2K
6,929
-2%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$316.5K
129,668
-1%
清仓
CCI
CROWN CASTLE INC
-$293.3K
0
-100%
增持
SMH
VANECK ETF TRUST
+$291.2K
3,196
+19%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$289.0K
24,623
+13%
增持
SPY
SPDR S&P 500 ETF TR
+$288.3K
5,639
+0%
建仓
GDX
VANECK ETF TRUST
+$278.9K
3,650
增持
GLW
CORNING INC
+$273.1K
8,803
+3%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$271.7K
973
减持
VBK
VANGUARD INDEX FDS
+$266.5K
13,696
-0%
增持
CAT
CATERPILLAR INC
+$262.6K
1,964
+13%
增持
AMZN
AMAZON COM INC
+$258.6K
73,857
+2%
增持
ET
ENERGY TRANSFER L P
+$258.4K
126,603
+20%
增持
V
VISA INC
-$255.7K
19,958
+0%
清仓
NVO
NOVO-NORDISK A S
-$251.2K
0
-100%
减持
—
TRANE TECHNOLOGIES PLC
-$249.8K
1,698
-23%
减持
BOND
PIMCO ETF TR
-$245.6K
45,272
-7%
清仓
CI
THE CIGNA GROUP
-$242.4K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$241.5K
0
-100%
建仓
CL
COLGATE PALMOLIVE CO
+$240.8K
3,013
减持
XLK
SELECT SECTOR SPDR TR
+$239.5K
10,383
-2%
建仓
LRCX
LAM RESEARCH CORP
+$236.3K
1,765
清仓
FTNT
FORTINET INC
-$223.2K
0
-100%
建仓
LOW
LOWES COS INC
+$221.7K
882
减持
COST
COSTCO WHSL CORP NEW
-$221.4K
2,311
-3%
建仓
ANET
ARISTA NETWORKS INC
+$220.0K
1,510
建仓
AVIV
AMERICAN CENTY ETF TR
+$218.5K
3,240
增持
IWB
ISHARES TR
+$217.8K
8,280
+0%
建仓
KLAC
KLA CORP
+$215.7K
200
清仓
KMB
KIMBERLY-CLARK CORP
-$215.2K
0
-100%
清仓
INTU
INTUIT
-$212.7K
0
-100%
建仓
IJH
ISHARES TR
+$208.4K
3,193
建仓
MINO
PIMCO ETF TR
+$206.8K
4,565
建仓
TMUS
T-MOBILE US INC
+$204.5K
854
减持
LEO
BNY MELLON STRATEGIC MUNS IN
-$200.5K
13,766
-72%
建仓
VV
VANGUARD INDEX FDS
+$200.4K
651
清仓
AI
C3 AI INC
-$200.4K
0
-100%
减持
HON
HONEYWELL INTL INC
-$200.3K
3,004
-16%
清仓
PYPL
PAYPAL HLDGS INC
-$200.2K
0
-100%
减持
SDY
SPDR SERIES TRUST
+$195.9K
46,177
-0%
减持
XCHYX
CALAMOS CONV & HIGH INCOME F
-$190.1K
398,300
-6%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$185.7K
6,698
+4%
减持
IWD
ISHARES TR
+$180.9K
23,431
-1%
增持
MA
MASTERCARD INCORPORATED
+$178.3K
9,421
+2%
减持
PM
PHILIP MORRIS INTL INC
-$170.7K
5,794
-5%
减持
MRK
MERCK & CO INC
-$170.0K
10,701
-21%
减持
XLI
SELECT SECTOR SPDR TR
-$165.9K
16,043
-10%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$161.5K
962
+28%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$152.5K
36,995
-23%
增持
IVW
ISHARES TR
+$151.6K
14,161
+0%
增持
—
EXXON MOBIL CORP
+$148.2K
27,208
+0%
增持
BAC
BANK AMERICA CORP
+$146.8K
26,355
+3%
增持
NOC
NORTHROP GRUMMAN CORP
+$141.3K
1,094
+4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$138.9K
4,674
+14%
增持
APH
AMPHENOL CORP NEW
+$137.6K
5,022
+2%
增持
SYK
STRYKER CORPORATION
-$130.3K
5,199
+0%
减持
PG
PROCTER AND GAMBLE CO
-$125.2K
12,212
-3%
减持
MDLZ
MONDELEZ INTL INC
-$124.8K
4,737
-24%
增持
AMAT
APPLIED MATLS INC
+$122.8K
4,973
+2%
增持
GE
GE AEROSPACE
+$121.5K
2,132
+6%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$117.0K
74,270
-6%
增持
MCD
MCDONALDS CORP
+$116.6K
3,477
+8%
减持
MCO
MOODYS CORP
-$115.0K
986
-15%
增持
XLU
SELECT SECTOR SPDR TR
+$112.7K
4,265
+34%
增持
VOT
VANGUARD INDEX FDS
+$109.3K
5,133
+4%
增持
WMT
WALMART INC
+$99.9K
14,573
+2%
减持
PSF
COHEN & STEERS SELECT PFD &
-$98.1K
35,510
-14%
增持
META
META PLATFORMS INC
+$95.0K
13,186
+2%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$93.9K
39,798
+7%
减持
INTC
INTEL CORP
+$93.3K
8,845
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$93.1K
2,619
+1%
减持
VBR
VANGUARD INDEX FDS
+$90.8K
26,914
-5%
减持
PFE
PFIZER INC
-$90.0K
8,985
-32%
增持
AMT
AMERICAN TOWER CORP NEW
-$89.2K
3,234
+1%
减持
EMR
EMERSON ELEC CO
-$87.6K
4,143
-12%
减持
VTI
VANGUARD INDEX FDS
+$87.4K
4,044
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$86.5K
4,579
-32%
减持
MAR
MARRIOTT INTL INC NEW
-$83.4K
2,832
-6%
增持
NEE
NEXTERA ENERGY INC
+$79.1K
8,147
+6%
减持
CEG
CONSTELLATION ENERGY CORP
-$76.2K
2,013
-12%
减持
BX
BLACKSTONE INC
+$75.1K
4,019
-2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$74.1K
1,921
+13%
增持
CVX
CHEVRON CORP NEW
+$72.7K
5,936
+0%
