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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 24
增持 71
减持 40
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
GPIX
GOLDMAN SACHS ETF TR
+$9.5M
1,599,317
+20%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$5.4M
126,876
减持
TCAF
T ROWE PRICE ETF INC
-$3.6M
486,460
-11%
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
MSFT
MICROSOFT CORP
-$3.0M
33,921
+6%
增持
BX
BLACKSTONE INC
+$3.0M
31,243
+652%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.8M
353,720
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.8M
2,030,560
+3%
减持
GSLC
GOLDMAN SACHS ETF TR
-$2.6M
214,951
-4%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$2.5M
60,231
-1%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$2.4M
688,590
+9%
清仓
BPRE
BLUEROCK PVT REAL ESTATE FD
-$2.1M
0
-100%
增持
VYMI
VANGUARD WHITEHALL FDS
+$2.1M
57,899
+54%
增持
AAPL
APPLE INC
-$2.0M
114,217
+0%
增持
IJR
ISHARES TR
+$1.8M
183,117
+5%
增持
TOTL
SSGA ACTIVE ETF TR
+$1.8M
53,267
+517%
增持
GOOGL
ALPHABET INC
-$1.6M
70,047
+1%
增持
AMZN
AMAZON COM INC
-$1.6M
73,550
+0%
增持
VUG
VANGUARD INDEX FDS
-$1.5M
43,030
+3%
减持
MQY
BLACKROCK MUNIYILD QULT FD I
-$1.5M
942,983
-10%
减持
VBK
VANGUARD INDEX FDS
-$1.5M
8,522
-37%
增持
VO
VANGUARD INDEX FDS
+$1.4M
88,193
+7%
增持
IEMG
ISHARES INC
+$1.3M
45,499
+65%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$1.2M
568,664
-8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.2M
54,202
+0%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.1M
5,180
+168%
减持
TROW
PRICE T ROWE GROUP INC
-$1.1M
80,034
-1%
减持
XCHYX
CALAMOS CONV & HIGH INCOME F
-$1.1M
278,497
-24%
减持
V
VISA INC
-$1.0M
20,350
-0%
减持
GOOG
ALPHABET INC
-$992.6K
29,092
-2%
增持
META
META PLATFORMS INC
-$962.7K
13,155
+2%
增持
IVV
ISHARES TR
-$944.1K
71,932
+3%
增持
VST
VISTRA CORP
+$942.6K
10,169
+180%
增持
FEGE
RBB FUND TRUST
+$932.1K
150,404
+13%
增持
AVUV
AMERICAN CENTY ETF TR
+$905.1K
21,168
+51%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$900.8K
387,617
+0%
减持
IWF
ISHARES TR
-$893.6K
17,459
-1%
建仓
IGSB
ISHARES TR
+$830.5K
15,801
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$813.6K
847,426
-4%
增持
VGT
VANGUARD WORLD FD
+$812.1K
29,196
+13%
减持
COR
CENCORA INC
-$740.9K
9,909
-13%
增持
JNJ
JOHNSON & JOHNSON
+$672.7K
17,298
+1%
建仓
NYF
ISHARES TR
+$645.1K
12,144
增持
OKE
ONEOK INC NEW
+$634.8K
9,500
+212%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$624.9K
154,651
+0%
增持
IEFA
ISHARES TR
+$615.4K
128,165
+4%
增持
MA
MASTERCARD INCORPORATED
-$564.3K
9,745
+2%
减持
NVG
NUVEEN AMT FREE MUN CR INC F
-$547.8K
636,473
-4%
减持
IUSG
ISHARES TR
-$507.6K
36,396
-1%
减持
PDO
PIMCO DYNAMIC INCOME OPRNTS
-$506.2K
306,042
-5%
增持
COST
COSTCO WHOLESALE CORPORATION
+$504.3K
3,071
+4%
减持
MOAT
VANECK ETF TRUST
-$494.1K
58,428
-2%
增持
ORCL
ORACLE CORP
-$493.9K
14,212
+7%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$472.5K
32,021
+22%
增持
NVDA
NVIDIA CORPORATION
-$462.0K
74,899
+3%
增持
GLW
CORNING INC
+$447.1K
9,124
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$440.1K
201,340
+4%
建仓
HOOD
ROBINHOOD MKTS INC
+$426.7K
6,158
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$425.1K
50,815
+9%
建仓
AM
ANTERO MIDSTREAM CORP
+$413.3K
18,125
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$407.4K
5,139
建仓
DELL
DELL TECHNOLOGIES INC
+$385.0K
2,346
减持
JAAA
JANUS DETROIT STR TR
-$370.2K
413,574
-1%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$369.8K
8,196
增持
LLY
ELI LILLY & CO
-$358.4K
2,725
+2%
减持
VHT
VANGUARD WORLD FD
-$351.2K
21,025
-0%
减持
XBMEX
BLACKROCK HEALTH SCIENCES TR
-$348.3K
53,874
-9%
增持
ET
ENERGY TRANSFER L P
+$344.0K
106,560
+3%
减持
PSF
COHEN & STEERS SELECT PFD &
-$332.3K
20,000
-44%
增持
SO
SOUTHERN CO
+$320.3K
23,598
+5%
增持
CVX
CHEVRON CORPORATION
+$314.5K
5,625
+1%
减持
VOT
VANGUARD INDEX FDS
-$313.6K
4,711
-14%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$307.0K
155,900
+37%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$305.7K
6,394
+33%
建仓
RGLD
ROYAL GOLD INC
+$305.4K
1,200
清仓
ADBE
ADOBE INC
-$296.1K
0
-100%
减持
AMAT
APPLIED MATLS INC
+$291.9K
4,479
-7%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$290.6K
842
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$286.8K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$280.3K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$278.8K
19,100
-2%
建仓
COF
CAPITAL ONE FINL CORP
+$277.5K
1,521
清仓
APPN
APPIAN CORP
-$267.3K
0
-100%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$264.0K
2,420
增持
CAT
CATERPILLAR INC
+$253.5K
1,818
+1%
增持
JPM
JPMORGAN CHASE & CO
-$246.6K
13,827
+3%
清仓
CL
COLGATE PALMOLIVE CO
-$246.4K
0
-100%
建仓
—
ASML HLDG NV
+$245.7K
186
清仓
—
MEDTRONIC PLC
-$245.1K
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$243.2K
0
-100%
减持
TCAL
T ROWE PRICE ETF INC
-$242.2K
18,072
-34%
建仓
PSX
PHILLIPS 66
+$237.6K
1,304
建仓
KHC
KRAFT HEINZ CO
+$234.2K
10,413
建仓
HAL
HALLIBURTON CO
+$231.9K
5,947
减持
SDY
SPDR SERIES TRUST
+$230.7K
45,748
-1%
清仓
NKE
NIKE INC
-$230.5K
0
-100%
建仓
—
FABRINET
+$229.5K
440
增持
ARCC
ARES CAPITAL CORP
-$228.8K
151,144
+4%
建仓
ISTB
ISHARES TR
+$223.2K
4,605
增持
WMT
WALMART INC
+$219.5K
15,283
+1%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$217.4K
1,893
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$216.2K
58,773
+18%
清仓
TCHP
T ROWE PRICE ETF INC
-$214.4K
0
-100%
建仓
TMUS
T-MOBILE US INC
+$213.5K
1,016
减持
GLD
SPDR GOLD TR
+$212.6K
9,720
-3%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$212.1K
5,939
建仓
ETR
ENTERGY CORP NEW
+$211.1K
1,879
清仓
AVB
AVALONBAY CMNTYS INC
-$210.7K
0
-100%
清仓
AGG
ISHARES TR
-$207.9K
0
-100%
清仓
VV
VANGUARD INDEX FDS
-$204.9K
0
-100%
减持
DIS
DISNEY WALT CO
-$203.5K
4,944
-17%
建仓
FTNT
FORTINET INC
+$203.0K
2,484
建仓
DIVO
AMPLIFY ETF TR
+$201.9K
4,503
清仓
INTU
INTUIT
-$201.4K
0
-100%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$192.9K
6,126
+0%
减持
IWB
ISHARES TR
-$192.5K
8,143
-2%
增持
QQQ
INVESCO QQQ TR
-$188.4K
10,121
+3%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$187.9K
69,174
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$181.7K
2,931
-3%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$171.0K
56,499
+14%
增持
MRK
MERCK & CO INC
+$168.7K
10,475
+1%
减持
—
EXXON MOBIL CORP
+$167.2K
20,552
-26%
增持
ABBV
ABBVIE INC
-$159.7K
16,050
+0%
增持
DUK
DUKE ENERGY CORP NEW
+$156.7K
6,416
+10%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$156.7K
8,658
+15%
减持
PG
PROCTER & GAMBLE CO
-$154.9K
11,905
-9%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$150.0K
7,169
-11%
减持
PML
PIMCO MUN INCOME FD II
-$148.2K
67,382
-23%
增持
GEV
GE VERNOVA INC
+$146.2K
556
+7%
增持
NEE
NEXTERA ENERGY INC
+$144.7K
8,637
+5%
增持
CEG
CONSTELLATION ENERGY CORP
-$144.7K
2,014
+1%
增持
—
BUNGE GLOBAL SA
+$144.0K
3,762
+0%
减持
IVW
ISHARES TR
-$143.2K
14,085
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$143.1K
4,570
+24%
增持
NOC
NORTHROP GRUMMAN CORP
+$138.4K
1,112
+2%
增持
COP
CONOCOPHILLIPS
+$137.9K
3,270
+4%
增持
—
LINDE PLC
+$136.1K
695
+42%
增持
UNH
UNITEDHEALTH GROUP INC
-$131.9K
2,563
+3%
减持
GS
GOLDMAN SACHS GROUP INC
-$130.3K
661
-16%
增持
BAC
BANK AMERICA CORP
-$130.2K
25,824
+2%
增持
QXO
QXO INC
+$123.1K
41,502
+17%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$120.1K
16,149
-15%
减持
TRGP
TARGA RES CORP
+$117.2K
2,009
-4%
增持
KKR
KKR & CO INC
-$115.4K
3,465
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$114.6K
810
+5%
清仓
GAB
GABELLI EQUITY TR INC
-$114.2K
0
-100%
增持
CRM
SALESFORCE INC
-$108.2K
1,658
+5%
增持
LRCX
LAM RESEARCH CORP
+$108.0K
1,971
+8%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$107.6K
831
-7%
增持
UNP
UNION PAC CORP
+$105.5K
4,363
+6%
增持
HON
HONEYWELL INTL INC
+$105.2K
3,109
+2%
