Cornerstone Advisory, LLC
HUNT VALLEY MD · SEC CIK 0001668189
$12.05亿2026Q2 申报市值
278持仓数
43.6%前十大占比 · 第一大 9.7%
29 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JPIE 加仓+$649.02万
GPIX 加仓+$644.85万
VYM 加仓+$437.73万
SHW 新建仓+$333.47万
JAAA 加仓+$310.22万
2026Q2 卖出最多 按季末市值估算
BOND 清仓-$390.06万
XCHYX 减仓-$236.98万
BRK/B 减仓-$134.05万
MQY 减仓-$121.13万
PDI 减仓-$112.57万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| XLU | SELECT SECTOR SPDR TR | $38.38万 | 0.03% | 8,464 | -586 | -6.5% | -$2.66万 | 减仓 |
| QCOM | QUALCOMM INC | $38.73万 | 0.03% | 2,096 | 115 | 5.8% | $2.12万 | 加仓 |
| LIN | LINDE PLC | $39.05万 | 0.03% | 753 | 58 | 8.3% | $3.01万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $39.25万 | 0.03% | 1,161 | 130 | 12.6% | $4.40万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $39.83万 | 0.03% | 5,520 | -180 | -3.2% | -$1.30万 | 减仓 |
| TCAL | T ROWE PRICE EXCHANGE-TRADED | $40.12万 | 0.03% | 18,072 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $40.14万 | 0.03% | 3,761 | -1 | -0.0% | -$107 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $40.37万 | 0.03% | 1,377 | -2 | -0.1% | -$586 | 减仓 |
| NFLX | NETFLIX INC. | $40.81万 | 0.03% | 5,715 | -644 | -10.1% | -$4.60万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $40.93万 | 0.03% | 5,745 | 10 | 0.2% | $712 | 加仓 |
| TJX | TJX COS INC NEW | $42.33万 | 0.04% | 2,794 | 194 | 7.5% | $2.94万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $42.37万 | 0.04% | 8,196 | 0 | 0.0% | — | 不变 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $42.44万 | 0.04% | 28,146 | -3,975 | -12.4% | -$5.99万 | 减仓 |
| IGSB | ISHARES TR | $42.52万 | 0.04% | 8,113 | -7,688 | -48.7% | -$40.29万 | 减仓 |
| FTNT | FORTINET INC | $42.57万 | 0.04% | 2,771 | 287 | 11.6% | $4.41万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $43.26万 | 0.04% | 849 | 39 | 4.8% | $1.99万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $43.66万 | 0.04% | 5,524 | 385 | 7.5% | $3.04万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $45.12万 | 0.04% | 864 | 3 | 0.3% | $1,567 | 加仓 |
| MCO | MOODYS CORP | $46.29万 | 0.04% | 1,022 | 20 | 2.0% | $9,058 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $46.34万 | 0.04% | 5,628 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $46.44万 | 0.04% | 1,870 | -144 | -7.1% | -$3.58万 | 减仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $46.49万 | 0.04% | 9,482 | -214 | -2.2% | -$1.05万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $46.49万 | 0.04% | 4,261 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $46.71万 | 0.04% | 6,840 | 163 | 2.4% | $1.11万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $46.80万 | 0.04% | 2,861 | -311 | -9.8% | -$5.09万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $47.45万 | 0.04% | 2,777 | 2,777 | — | $47.45万 | 新建仓 |
| PSA | PUBLIC STORAGE | $47.91万 | 0.04% | 1,505 | 18 | 1.2% | $5,730 | 加仓 |
| STT | STATE STR CORP | $48.00万 | 0.04% | 2,830 | 51 | 1.8% | $8,650 | 加仓 |
| CB | CHUBB LIMITED | $48.06万 | 0.04% | 1,410 | 54 | 4.0% | $1.84万 | 加仓 |
| BLK | BLACKROCK INC | $48.27万 | 0.04% | 502 | 40 | 8.7% | $3.85万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $48.80万 | 0.04% | 35,288 | -292 | -0.8% | -$4,038 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $49.05万 | 0.04% | 1,695 | 19 | 1.1% | $5,499 | 加仓 |
| PLD | PROLOGIS INC. | $49.06万 | 0.04% | 3,621 | 207 | 6.1% | $2.80万 | 加仓 |
| TRGP | TARGA RES CORP | $49.74万 | 0.04% | 1,855 | -154 | -7.7% | -$4.13万 | 减仓 |
| PML | PIMCO MUN INCOME FD II | $51.34万 | 0.04% | 67,463 | 81 | 0.1% | $616 | 加仓 |
| DIS | DISNEY WALT CO | $52.00万 | 0.04% | 5,403 | 459 | 9.3% | $4.42万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $52.60万 | 0.04% | 5,797 | 235 | 4.2% | $2.13万 | 加仓 |
| DE | DEERE & CO | $53.25万 | 0.04% | 840 | 28 | 3.4% | $1.78万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $56.00万 | 0.05% | 7,251 | 284 | 4.1% | $2.19万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $56.56万 | 0.05% | 1,111 | -1 | -0.1% | -$509 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $57.19万 | 0.05% | 5,703 | 45 | 0.8% | $4,512 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $57.74万 | 0.05% | 1,209 | 74 | 6.5% | $3.53万 | 加仓 |
| BA | BOEING CO | $57.80万 | 0.05% | 2,670 | 133 | 5.2% | $2.88万 | 加仓 |
| IHI | ISHARES TR | $57.89万 | 0.05% | 11,716 | 101 | 0.9% | $4,990 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $58.02万 | 0.05% | 10,822 | -174 | -1.6% | -$9,328 | 减仓 |
| MS | MORGAN STANLEY | $59.26万 | 0.05% | 2,835 | 128 | 4.7% | $2.68万 | 加仓 |
| EMR | EMERSON ELEC CO | $61.81万 | 0.05% | 4,318 | 128 | 3.1% | $1.83万 | 加仓 |
| WM | WASTE MGMT INC DEL | $65.21万 | 0.05% | 2,926 | -47 | -1.6% | -$1.05万 | 减仓 |
| — | SPDR SERIES TRUST | $67.38万 | 0.06% | 8,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $68.69万 | 0.06% | 585 | 29 | 5.2% | $3.41万 | 加仓 |
| KLAC | KLA CORP | $68.70万 | 0.06% | 2,277 | 167 | 7.9% | $5.04万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $68.89万 | 0.06% | 16,275 | 126 | 0.8% | $5,333 | 加仓 |
| PEP | PEPSICO INC | $69.44万 | 0.06% | 5,129 | -454 | -8.1% | -$6.15万 | 减仓 |
| WFC | WELLS FARGO & CO | $70.60万 | 0.06% | 8,544 | 278 | 3.4% | $2.30万 | 加仓 |
| MO | ALTRIA GROUP INC | $72.97万 | 0.06% | 10,142 | 183 | 1.8% | $1.32万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $74.20万 | 0.06% | 1,720 | -626 | -26.7% | -$27.00万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $75.06万 | 0.06% | 2,073 | 60 | 3.0% | $2.17万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $75.27万 | 0.06% | 3,361 | 430 | 14.7% | $9.63万 | 加仓 |
| KO | COCA COLA CO | $76.48万 | 0.06% | 9,410 | 712 | 8.2% | $5.79万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $77.07万 | 0.06% | 762 | 101 | 15.3% | $10.22万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $77.15万 | 0.06% | 8,790 | 153 | 1.8% | $1.34万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $81.48万 | 0.07% | 6,437 | 21 | 0.3% | $2,658 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $82.35万 | 0.07% | 6,019 | 188 | 3.2% | $2.57万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $82.65万 | 0.07% | 104,883 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $82.85万 | 0.07% | 2,781 | 1 | 0.0% | $298 | 加仓 |
| OKE | ONEOK INC NEW | $83.41万 | 0.07% | 9,594 | 94 | 1.0% | $8,172 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $83.99万 | 0.07% | 1,710 | 11 | 0.6% | $5,403 | 加仓 |
| QXO | QXO INC | $85.23万 | 0.07% | 49,322 | 7,820 | 18.8% | $13.51万 | 加仓 |
| BN | BROOKFIELD CORP | $85.23万 | 0.07% | 20,012 | -1,371 | -6.4% | -$5.84万 | 减仓 |
| BIZD | VANECK ETF TRUST | $87.10万 | 0.07% | 68,800 | 68,800 | — | $87.10万 | 新建仓 |
| MCD | MCDONALDS CORP | $87.72万 | 0.07% | 3,245 | -35 | -1.1% | -$9,461 | 减仓 |
| APH | AMPHENOL CORP | $89.63万 | 0.07% | 5,083 | 255 | 5.3% | $4.50万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $89.83万 | 0.07% | 2,073 | 102 | 5.2% | $4.42万 | 加仓 |
| GE | GE AEROSPACE | $89.96万 | 0.07% | 2,407 | 132 | 5.8% | $4.93万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $90.06万 | 0.07% | 2,167 | -396 | -15.5% | -$16.46万 | 减仓 |
| NOBL | PROSHARES TR | $90.16万 | 0.07% | 16,054 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $90.56万 | 0.08% | 1,319 | 102 | 8.4% | $7.00万 | 加仓 |
| CSX | CSX CORP | $92.68万 | 0.08% | 19,499 | 140 | 0.7% | $6,654 | 加仓 |
| TFC | TRUIST FINL CORP | $94.52万 | 0.08% | 18,973 | 103 | 0.5% | $5,131 | 加仓 |
| CVX | CHEVRON CORPORATION | $94.89万 | 0.08% | 5,725 | 100 | 1.8% | $1.66万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $97.06万 | 0.08% | 8,319 | 3,075 | 58.6% | $35.88万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $110.44万 | 0.09% | 2,980 | 10 | 0.3% | $3,706 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $110.89万 | 0.09% | 6,130 | 373 | 6.5% | $6.75万 | 加仓 |
| UNP | UNION PAC CORP | $116.75万 | 0.10% | 4,292 | -71 | -1.6% | -$1.93万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $123.73万 | 0.10% | 4,400 | 53 | 1.2% | $1.49万 | 加仓 |
| INTC | INTEL CORP | $124.57万 | 0.10% | 8,921 | 731 | 8.9% | $10.21万 | 加仓 |
| CSCO | CISCO SYS INC | $126.47万 | 0.10% | 10,767 | 1,908 | 21.5% | $22.41万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $131.59万 | 0.11% | 1,140 | 201 | 21.4% | $23.20万 | 加仓 |
| RTX | RTX CORPORATION | $132.12万 | 0.11% | 6,964 | 63 | 0.9% | $1.20万 | 加仓 |
| MRK | MERCK & CO INC | $140.36万 | 0.12% | 10,923 | 448 | 4.3% | $5.76万 | 加仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $142.33万 | 0.12% | 104,500 | -173,997 | -62.5% | -$236.98万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $144.05万 | 0.12% | 4,703 | -8 | -0.2% | -$2,450 | 减仓 |
| VTI | VANGUARD INDEX FDS | $147.68万 | 0.12% | 3,991 | -8 | -0.2% | -$2,960 | 减仓 |
| BAC | BANK OF AMER CORP | $153.48万 | 0.13% | 26,935 | 1,111 | 4.3% | $6.33万 | 加仓 |
| TSLA | TESLA INC | $159.28万 | 0.13% | 3,787 | 68 | 1.8% | $2.86万 | 加仓 |
| HD | HOME DEPOT INC | $161.49万 | 0.13% | 4,579 | 622 | 15.7% | $21.94万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $164.10万 | 0.14% | 7,713 | 1,319 | 20.6% | $28.06万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $165.17万 | 0.14% | 151,955 | -3,945 | -2.5% | -$4.29万 | 减仓 |
| SYK | STRYKER CORPORATION | $171.90万 | 0.14% | 5,460 | 106 | 2.0% | $3.34万 | 加仓 |