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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 14
增持 57
减持 69
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
GPIX
GOLDMAN SACHS ETF TR
+$11.0M
1,336,721
+17%
减持
GOOGL
ALPHABET INC
+$4.3M
69,478
-3%
减持
JAAA
JANUS DETROIT STR TR
-$3.7M
419,176
-15%
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
JEPI
J P MORGAN EXCHANGE TRADED F
-$3.4M
1,961,971
-3%
增持
ARCC
ARES CAPITAL CORP
+$2.7M
145,943
+1023%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$2.4M
114,281
+409%
增持
GLD
SPDR GOLD TR
+$2.2M
10,017
+106%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$2.1M
138,573
增持
FEGE
RBB FUND TRUST
+$2.1M
133,333
+44%
增持
VUG
VANGUARD INDEX FDS
+$1.8M
41,656
+8%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.6M
632,844
+6%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$1.6M
616,196
-2%
减持
AAPL
APPLE INC
+$1.5M
114,120
-2%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$1.4M
114,020
减持
GOOG
ALPHABET INC
+$1.3M
29,757
-10%
减持
MSFT
MICROSOFT CORP
-$1.2M
32,102
-1%
减持
META
META PLATFORMS INC
-$1.2M
12,861
-2%
减持
ORCL
ORACLE CORP
-$1.2M
13,261
-1%
减持
IVV
ISHARES TR
+$982.8K
69,978
-0%
减持
MQY
BLACKROCK MUNIYILD QULT FD I
-$906.5K
1,049,409
-4%
增持
LLY
ELI LILLY & CO
+$861.6K
2,666
+2%
减持
VYM
VANGUARD WHITEHALL FDS
+$727.6K
345,556
-0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$694.5K
385,776
+2%
减持
AMZN
AMAZON COM INC
+$677.5K
73,193
-1%
增持
VO
VANGUARD INDEX FDS
+$676.3K
82,321
+4%
清仓
SRLN
SSGA ACTIVE ETF TR
-$634.8K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$630.1K
154,173
+0%
减持
APPN
APPIAN CORP
-$602.0K
7,546
-73%
建仓
VST
VISTRA CORP
+$586.1K
3,633
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$528.9K
8,074
建仓
VOYG
VOYAGER TECHNOLOGIES INC
+$528.2K
20,205
增持
TCAF
T ROWE PRICE ETF INC
+$511.9K
546,080
+1%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$496.4K
49,653
+22%
减持
PML
PIMCO MUN INCOME FD II
-$494.4K
87,303
-40%
减持
ET
ENERGY TRANSFER L P
-$459.9K
103,859
-18%
减持
TCAL
T ROWE PRICE ETF INC
-$454.8K
27,413
-39%
清仓
SCHK
SCHWAB STRATEGIC TR
-$436.6K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$432.0K
53,975
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$419.9K
6,125
+9%
增持
COST
COSTCO WHSL CORP NEW
+$416.2K
2,964
+28%
增持
IUSG
ISHARES TR
+$413.4K
36,638
+5%
减持
NVDA
NVIDIA CORPORATION
-$395.4K
72,517
-3%
建仓
—
BROOKFIELD INFRAST PARTNERS
+$392.2K
11,291
减持
HD
HOME DEPOT INC
-$374.5K
3,740
-9%
减持
PDO
PIMCO DYNAMIC INCOME OPRNTS
-$372.7K
322,492
-6%
增持
IWM
ISHARES TR
+$354.9K
30,221
+3%
减持
COWZ
PACER FDS TR
-$350.3K
4,740
-57%
建仓
TOTL
SSGA ACTIVE ETF TR
+$347.6K
8,636
减持
XCHYX
CALAMOS CONV & HIGH INCOME F
-$347.0K
364,453
-8%
增持
V
VISA INC
+$340.7K
20,398
+2%
建仓
ISRG
INTUITIVE SURGICAL INC
+$322.0K
569
减持
XLI
SELECT SECTOR SPDR TR
-$296.0K
14,043
-12%
清仓
MDLZ
MONDELEZ INTL INC
-$295.9K
0
-100%
减持
BOND
PIMCO ETF TR
-$291.3K
42,274
-7%
增持
COR
CENCORA INC
+$288.7K
11,410
+0%
减持
VHT
VANGUARD WORLD FD
+$287.0K
21,111
-5%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$286.8K
3,762
增持
VYMI
VANGUARD WHITEHALL FDS
+$278.0K
37,664
+2%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$276.2K
192,720
-2%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$253.2K
46,716
+17%
增持
—
EXXON MOBIL CORP
+$252.0K
27,587
+1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$245.4K
7,515
+12%
建仓
MU
MICRON TECHNOLOGY INC
+$240.9K
844
清仓
PODD
INSULET CORP
-$238.0K
0
-100%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$237.3K
0
-100%
减持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$234.4K
104,883
-21%
建仓
NKE
NIKE INC
+$230.5K
3,617
建仓
USB
US BANCORP DEL
+$227.7K
4,268
建仓
CGBD
CARLYLE SECURED LENDING INC
+$227.0K
18,177
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$225.0K
60,915
-1%
减持
AMAT
APPLIED MATLS INC
+$220.8K
4,821
-3%
清仓
ANET
ARISTA NETWORKS INC
-$220.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$211.4K
17,181
-5%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
+$211.4K
878,456
-1%
清仓
MINO
PIMCO ETF TR
-$206.8K
0
-100%
清仓
TMUS
T-MOBILE US INC
-$204.5K
0
-100%
减持
IEFA
ISHARES TR
-$204.2K
122,819
-4%
清仓
GSBD
GOLDMAN SACHS BDC INC
-$203.4K
0
-100%
建仓
INTU
INTUIT
+$201.4K
304
减持
MRK
MERCK & CO INC
+$193.2K
10,368
-3%
增持
WMT
WALMART INC
+$178.1K
15,079
+3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$174.9K
26,268
+7%
增持
IWD
ISHARES TR
+$171.7K
23,496
+0%
减持
SO
SOUTHERN CO
-$170.7K
22,447
-0%
增持
VTV
VANGUARD INDEX FDS
+$164.6K
32,808
+0%
增持
AVGO
BROADCOM INC
+$163.9K
7,079
+2%
减持
NVG
NUVEEN AMT FREE MUN CR INC F
+$156.7K
663,149
-1%
增持
NFLX
NETFLIX INC
-$154.1K
5,671
+891%
增持
MAR
MARRIOTT INTL INC NEW
+$150.6K
2,863
+1%
减持
MO
ALTRIA GROUP INC
-$149.4K
9,932
-9%
增持
AVUV
AMERICAN CENTY ETF TR
+$147.2K
14,055
+9%
减持
AMD
ADVANCED MICRO DEVICES INC
+$144.8K
3,673
-7%
增持
QQQ
INVESCO QQQ TR
+$144.5K
9,816
+0%
减持
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$144.3K
58,910
-4%
减持
OCSL
OAKTREE SPECIALTY LENDING CO
-$140.9K
42,858
-19%
增持
PANW
PALO ALTO NETWORKS INC
-$126.5K
9,986
+3%
增持
RTX
RTX CORPORATION
+$120.2K
6,850
+1%
增持
DHR
DANAHER CORPORATION
+$119.8K
1,913
+19%
减持
IWF
ISHARES TR
-$117.1K
17,617
-2%
减持
AMT
AMERICAN TOWER CORP NEW
-$114.0K
2,893
-11%
减持
VGT
VANGUARD WORLD FD
-$111.9K
25,947
-2%
增持
SMH
VANECK ETF TRUST
+$110.8K
3,204
+0%
减持
PSTG
PURE STORAGE INC
-$110.7K
4,045
-11%
增持
XLK
SELECT SECTOR SPDR TR
-$109.3K
19,568
+88%
减持
T
AT&T INC
-$106.1K
9,017
-23%
增持
JBHT
HUNT J B TRANS SVCS INC
+$102.6K
1,659
+1%
减持
—
LINDE PLC
-$97.9K
489
-24%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$97.8K
49,835
+36%
减持
CAT
CATERPILLAR INC
+$97.4K
1,806
-8%
增持
CRM
SALESFORCE INC
+$93.9K
1,577
+15%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
+$93.7K
71,476
-4%
减持
UNP
UNION PAC CORP
-$89.2K
4,120
-7%
增持
WFC
WELLS FARGO CO NEW
+$86.6K
7,764
+2%
清仓
LEO
BNY MELLON STRATEGIC MUNS IN
-$86.0K
0
-100%
减持
GSLC
GOLDMAN SACHS ETF TR
+$85.1K
223,014
-1%
减持
MCD
MCDONALDS CORP
-$84.0K
3,183
-8%
减持
UNH
UNITEDHEALTH GROUP INC
-$78.8K
2,500
-5%
减持
MRSH
MARSH & MCLENNAN COS INC
-$77.9K
1,979
-10%
增持
LRCX
LAM RESEARCH CORP
+$76.7K
1,829
+4%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$76.4K
126,570
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$75.6K
1,143
+17%
减持
VZ
VERIZON COMMUNICATIONS INC
-$75.2K
5,849
-18%
增持
MA
MASTERCARD INCORPORATED
+$74.9K
9,518
+1%
减持
CVX
CHEVRON CORP NEW
-$72.4K
5,573
-6%
增持
GLW
CORNING INC
+$71.4K
9,062
+3%
增持
SYK
STRYKER CORPORATION
-$70.5K
5,268
+1%
增持
GDX
VANECK ETF TRUST
+$70.2K
4,070
+12%
增持
IWB
ISHARES TR
+$69.9K
8,291
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$69.2K
785
+1%
增持
TFC
TRUIST FINL CORP
+$66.6K
18,678
+0%
减持
SHEN
SHENANDOAH TELECOMMUNICATION
-$66.1K
35,301
-0%
减持
TSCO
TRACTOR SUPPLY CO
-$65.7K
8,803
-1%
增持
TSLA
TESLA INC
+$63.1K
3,200
+3%
减持
ITA
ISHARES TR
-$62.8K
7,701
-6%
增持
UBER
UBER TECHNOLOGIES INC
-$62.8K
5,574
+5%
减持
ABT
ABBOTT LABS
-$62.0K
5,216
-2%
减持
VXUS
VANGUARD STAR FDS
-$58.9K
2,700
-24%
增持
MS
MORGAN STANLEY
+$58.8K
2,550
+3%
增持
QXO
QXO INC
+$57.1K
35,400
+8%
减持
—
TRANE TECHNOLOGIES PLC
-$56.0K
1,697
-0%
减持
PSA
PUBLIC STORAGE OPER CO
-$54.8K
1,494
-2%
增持
—
CHUBB LIMITED
+$52.9K
1,329
+4%
减持
VBR
VANGUARD INDEX FDS
+$50.6K
26,762
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$50.4K
6,117
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$50.2K
13,388
-1%
减持
PM
PHILIP MORRIS INTL INC
-$49.8K
5,549
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$49.4K
891
-7%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$48.7K
19,019
-8%
增持
AXP
AMERICAN EXPRESS CO
+$48.1K
1,017
+3%
减持
NOC
NORTHROP GRUMMAN CORP
-$46.2K
1,088
-1%
