Cornerstone Management, Inc.
DULUTH GA · SEC CIK 0001587867
$6.28亿2026Q1 申报市值
65持仓数
81.2%前十大占比 · 第一大 23.9%
1 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VUG 加仓+$968.06万
JPST 加仓+$659.48万
DFSD 加仓+$438.68万
AGG 加仓+$247.32万
SPSB 加仓+$168.97万
2026Q1 卖出最多 按季末市值估算
GL 减仓-$48.93万
PLTR 清仓-$29.51万
WMT 减仓-$27.74万
TMO 清仓-$24.92万
META 清仓-$22.51万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $1.50亿 | 23.90% | 343,333 | 22,163 | 6.9% | $968.06万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1.04亿 | 16.57% | 2,054,190 | 130,306 | 6.8% | $659.48万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.02亿 | 16.19% | 517,970 | -994 | -0.2% | -$19.50万 | 减仓 |
| AGG | ISHARES TR | $4,426.78万 | 7.05% | 445,933 | 24,914 | 5.9% | $247.32万 | 加仓 |
| EFA | ISHARES TR | $2,473.70万 | 3.94% | 254,679 | 7,845 | 3.2% | $76.20万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $2,256.77万 | 3.60% | 733,194 | 12,672 | 1.8% | $39.00万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,643.79万 | 2.62% | 343,315 | 91,621 | 36.4% | $438.68万 | 加仓 |
| — | ELEVATION SERIES TRUST | $1,621.93万 | 2.58% | 604,973 | 18,404 | 3.1% | $49.34万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $1,599.38万 | 2.55% | 531,884 | 56,193 | 11.8% | $168.97万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,397.91万 | 2.23% | 43,574 | 2 | 0.0% | $642 | 加仓 |
| MBB | ISHARES TR | $1,319.16万 | 2.10% | 138,932 | 9,537 | 7.4% | $90.55万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $966.11万 | 1.54% | 31,964 | 2,273 | 7.7% | $68.70万 | 加仓 |
| USRT | ISHARES TR | $935.34万 | 1.49% | 158,024 | 3,787 | 2.5% | $22.42万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $789.95万 | 1.26% | 11 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $748.85万 | 1.19% | 15,627 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $714.91万 | 1.14% | 24,894 | 5,225 | 26.6% | $150.05万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $666.91万 | 1.06% | 30,698 | 831 | 2.8% | $18.05万 | 加仓 |
| USHY | ISHARES TR | $649.77万 | 1.04% | 176,375 | 14,473 | 8.9% | $53.32万 | 加仓 |
| IEMG | ISHARES INC | $594.54万 | 0.95% | 85,239 | 2,047 | 2.5% | $14.28万 | 加仓 |
| SCZ | ISHARES TR | $567.38万 | 0.90% | 72,361 | 2,232 | 3.2% | $17.50万 | 加仓 |
| LQD | ISHARES TR | $517.44万 | 0.82% | 47,476 | 3,262 | 7.4% | $35.55万 | 加仓 |
| DVY | ISHARES TR | $480.88万 | 0.77% | 31,760 | 232 | 0.7% | $3.51万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $267.75万 | 0.43% | 12,450 | 178 | 1.5% | $3.83万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $246.54万 | 0.39% | 22,317 | -4 | -0.0% | -$442 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $156.99万 | 0.25% | 15,223 | 765 | 5.3% | $7.89万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $156.51万 | 0.25% | 10,792 | 2 | 0.0% | $290 | 加仓 |
| SRVR | PACER FDS TR | $131.38万 | 0.21% | 42,082 | 0 | 0.0% | — | 不变 |
| REZ | ISHARES TR | $113.88万 | 0.18% | 13,686 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $108.29万 | 0.17% | 32,287 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $101.80万 | 0.16% | 27,705 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $94.61万 | 0.15% | 8,624 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $92.62万 | 0.15% | 12,179 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $86.13万 | 0.14% | 4,031 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $72.65万 | 0.12% | 5,220 | -3,516 | -40.2% | -$48.93万 | 减仓 |
| GPN | GLOBAL PMTS INC | $69.18万 | 0.11% | 10,279 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $68.90万 | 0.11% | 16,735 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $65.92万 | 0.11% | 3,780 | -328 | -8.0% | -$5.72万 | 减仓 |
| CATH | GLOBAL X FDS | $64.59万 | 0.10% | 8,265 | 166 | 2.0% | $1.30万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $62.06万 | 0.10% | 8,841 | 1,731 | 24.3% | $12.15万 | 加仓 |
| ITA | ISHARES TR | $61.62万 | 0.10% | 2,817 | 0 | 0.0% | — | 不变 |
| — | GLOO HOLDINGS INC | $60.12万 | 0.10% | 125,000 | 125,000 | — | $60.12万 | 新建仓 |
| BAC | BANK AMERICA CORP | $49.73万 | 0.08% | 10,200 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $44.98万 | 0.07% | 489 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $43.52万 | 0.07% | 4,704 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $43.03万 | 0.07% | 1,000 | -154 | -13.3% | -$6.63万 | 减仓 |
| SO | SOUTHERN CO | $36.69万 | 0.06% | 3,802 | 2 | 0.1% | $193 | 加仓 |
| VV | VANGUARD INDEX FDS | $36.49万 | 0.06% | 1,221 | 28 | 2.3% | $8,368 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $32.21万 | 0.05% | 4,374 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $31.69万 | 0.05% | 4,650 | -2,382 | -33.9% | -$16.23万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $30.72万 | 0.05% | 2,346 | 3 | 0.1% | $393 | 加仓 |
| CSX | CSX CORP | $29.81万 | 0.05% | 7,262 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $29.76万 | 0.05% | 698 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $29.71万 | 0.05% | 2,559 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $29.66万 | 0.05% | 456 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $29.02万 | 0.05% | 1,358 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $28.09万 | 0.04% | 1,107 | -15 | -1.3% | -$3,807 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $28.09万 | 0.04% | 1,350 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $27.99万 | 0.04% | 753 | -1 | -0.1% | -$372 | 减仓 |
| MSFT | MICROSOFT CORP | $26.70万 | 0.04% | 721 | -14 | -1.9% | -$5,184 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $25.88万 | 0.04% | 1,130 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $25.32万 | 0.04% | 2,758 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $23.06万 | 0.04% | 1,591 | 0 | 0.0% | — | 不变 |
| DIV | GLOBAL X FDS | $22.13万 | 0.04% | 11,710 | -77 | -0.7% | -$1,455 | 减仓 |
| TFC | TRUIST FINL CORP | $21.84万 | 0.03% | 4,750 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $21.62万 | 0.03% | 1,740 | -2,232 | -56.2% | -$27.74万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,660 | -100.0% | -$29.51万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -430 | -100.0% | -$24.92万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -341 | -100.0% | -$22.51万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -1,991 | -100.0% | -$20.96万 | 清仓 |