Cornerstone Advisory, LLC
HUNT VALLEY MD · SEC CIK 0001668189
$10.56亿2026Q1 申报市值
262持仓数
44.2%前十大占比 · 第一大 10.9%
28 / 13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
GPIX 加仓+$1,314.03万
CGDV 新建仓+$539.73万
JEPI 加仓+$388.76万
BX 加仓+$311.49万
JPIE 加仓+$256.82万
2026Q1 卖出最多 按季末市值估算
TCAF 减仓-$212.19万
BPRE 清仓-$207.86万
VBK 减仓-$149.13万
EXXON MOBIL CORP 减仓-$119.36万
MQY 减仓-$116.86万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | $122.71万 | 0.12% | 6,394 | 1,584 | 32.9% | $30.40万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $121.23万 | 0.11% | 4,711 | -756 | -13.8% | -$19.46万 | 减仓 |
| CVX | CHEVRON CORPORATION | $116.39万 | 0.11% | 5,625 | 52 | 0.9% | $1.08万 | 加仓 |
| UNP | UNION PAC CORP | $105.85万 | 0.10% | 4,363 | 243 | 5.9% | $5.90万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $105.37万 | 0.10% | 4,347 | 583 | 15.5% | $14.13万 | 加仓 |
| MCD | MCDONALDS CORP | $101.94万 | 0.10% | 3,280 | 97 | 3.0% | $3.01万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $97.13万 | 0.09% | 2,970 | 107 | 3.7% | $3.50万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $95.18万 | 0.09% | 5,757 | 208 | 3.7% | $3.44万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $92.97万 | 0.09% | 4,570 | 897 | 24.4% | $18.25万 | 加仓 |
| TFC | TRUIST FINL CORP | $86.74万 | 0.08% | 18,870 | 192 | 1.0% | $8,826 | 加仓 |
| PEP | PEPSICO INC | $86.70万 | 0.08% | 5,583 | 133 | 2.4% | $2.07万 | 加仓 |
| BN | BROOKFIELD CORP | $86.54万 | 0.08% | 21,383 | 2,170 | 11.3% | $8.78万 | 加仓 |
| OKE | ONEOK INC NEW | $85.87万 | 0.08% | 9,500 | 6,454 | 211.9% | $58.34万 | 加仓 |
| NOBL | PROSHARES TR | $85.09万 | 0.08% | 8,027 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $84.01万 | 0.08% | 6,416 | 586 | 10.1% | $7.67万 | 加仓 |
| IGSB | ISHARES TR | $83.05万 | 0.08% | 15,801 | 15,801 | — | $83.05万 | 新建仓 |
| QXO | QXO INC | $80.60万 | 0.08% | 41,502 | 6,102 | 17.2% | $11.85万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $80.22万 | 0.08% | 8,637 | 447 | 5.5% | $4.15万 | 加仓 |
| CSX | CSX CORP | $79.47万 | 0.08% | 19,359 | 141 | 0.7% | $5,788 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $79.08万 | 0.07% | 104,883 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $76.71万 | 0.07% | 5,244 | 384 | 7.9% | $5.62万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $76.43万 | 0.07% | 5,831 | 75 | 1.3% | $9,831 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $75.89万 | 0.07% | 1,112 | 24 | 2.2% | $1.64万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $72.73万 | 0.07% | 1,217 | 82 | 7.2% | $4.90万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.07% | 1 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $70.84万 | 0.07% | 2,013 | 61 | 3.1% | $2.15万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $70.80万 | 0.07% | 1,699 | 2 | 0.1% | $833 | 加仓 |
| — | HONEYWELL INTL INC | $70.28万 | 0.07% | 3,109 | 46 | 1.5% | $1.04万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $69.35万 | 0.07% | 2,563 | 63 | 2.5% | $1.70万 | 加仓 |
| CSCO | CISCO SYS INC | $68.74万 | 0.07% | 8,859 | 441 | 5.2% | $3.42万 | 加仓 |
| WM | WASTE MGMT INC DEL | $68.31万 | 0.06% | 2,973 | 46 | 1.6% | $1.06万 | 加仓 |
| KO | COCA COLA CO | $66.15万 | 0.06% | 8,698 | 280 | 3.3% | $2.13万 | 加仓 |
| WFC | WELLS FARGO & CO | $65.80万 | 0.06% | 8,266 | 502 | 6.5% | $4.00万 | 加仓 |
| MO | ALTRIA GROUP INC | $65.72万 | 0.06% | 9,959 | 27 | 0.3% | $1,782 | 加仓 |
| GE | GE AEROSPACE | $64.55万 | 0.06% | 2,275 | 140 | 6.6% | $3.97万 | 加仓 |
| NYF | ISHARES TR | $64.51万 | 0.06% | 12,144 | 12,144 | — | $64.51万 | 新建仓 |
| — | SPDR SERIES TRUST | $62.59万 | 0.06% | 8,000 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $61.97万 | 0.06% | 11,615 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $61.14万 | 0.06% | 6,359 | 688 | 12.1% | $6.62万 | 加仓 |
| APH | AMPHENOL CORP | $61.00万 | 0.06% | 4,828 | 132 | 2.8% | $1.67万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $59.55万 | 0.06% | 2,931 | -90 | -3.0% | -$1.83万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $57.11万 | 0.05% | 5,562 | 346 | 6.6% | $3.55万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $56.25万 | 0.05% | 2,014 | 12 | 0.6% | $3,351 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $55.94万 | 0.05% | 661 | -124 | -15.8% | -$10.49万 | 减仓 |
| EMR | EMERSON ELEC CO | $54.89万 | 0.05% | 4,190 | 25 | 0.6% | $3,275 | 加仓 |
| AMT | AMERICAN TOWER CORP | $54.73万 | 0.05% | 3,172 | 279 | 9.6% | $4.81万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $54.29万 | 0.05% | 10,996 | -325 | -2.9% | -$1.60万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $53.91万 | 0.05% | 6,967 | 1,011 | 17.0% | $7.82万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $53.89万 | 0.05% | 16,149 | -2,870 | -15.1% | -$9.58万 | 减仓 |
| PML | PIMCO MUN INCOME FD II | $51.01万 | 0.05% | 67,382 | -19,921 | -22.8% | -$15.08万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $50.81万 | 0.05% | 35,580 | 60 | 0.2% | $857 | 加仓 |
| BA | BOEING CO | $50.49万 | 0.05% | 2,537 | 31 | 1.2% | $6,170 | 加仓 |
| TRGP | TARGA RES CORP | $50.37万 | 0.05% | 2,009 | -86 | -4.1% | -$2.16万 | 减仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $49.53万 | 0.05% | 32,121 | -3,180 | -9.0% | -$4.90万 | 减仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $49.38万 | 0.05% | 43,702 | 844 | 2.0% | $9,537 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $48.96万 | 0.05% | 810 | 35 | 4.5% | $2.12万 | 加仓 |
| GEV | GE VERNOVA INC | $48.55万 | 0.05% | 556 | 37 | 7.1% | $3.23万 | 加仓 |
| BG | BUNGE GLOBAL SA | $47.85万 | 0.05% | 3,762 | 7 | 0.2% | $890 | 加仓 |
| DIS | DISNEY WALT CO | $47.65万 | 0.05% | 4,944 | -1,033 | -17.3% | -$9.96万 | 减仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $47.41万 | 0.04% | 20,269 | 64 | 0.3% | $1,497 | 加仓 |
| DE | DEERE & CO | $45.74万 | 0.04% | 812 | 37 | 4.8% | $2.08万 | 加仓 |
| PLD | PROLOGIS INC. | $45.13万 | 0.04% | 3,414 | 134 | 4.1% | $1.77万 | 加仓 |
| MS | MORGAN STANLEY | $44.54万 | 0.04% | 2,707 | 157 | 6.2% | $2.58万 | 加仓 |
| BLK | BLACKROCK INC | $44.43万 | 0.04% | 462 | 5 | 1.1% | $4,809 | 加仓 |
| CB | CHUBB LTD SWITZ | $44.19万 | 0.04% | 1,356 | 27 | 2.0% | $8,800 | 加仓 |
| MCO | MOODYS CORP | $43.71万 | 0.04% | 1,002 | 16 | 1.6% | $6,980 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $43.55万 | 0.04% | 8,736 | 44 | 0.5% | $2,194 | 加仓 |
| TDVG | T ROWE PRICE ETF INC | $43.27万 | 0.04% | 9,696 | -730 | -7.0% | -$3.26万 | 减仓 |
| COP | CONOCOPHILLIPS | $43.16万 | 0.04% | 3,270 | 132 | 4.2% | $1.74万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $42.10万 | 0.04% | 1,971 | 142 | 7.8% | $3.03万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $41.53万 | 0.04% | 9,050 | -332 | -3.5% | -$1.52万 | 减仓 |
| TJX | TJX COS INC NEW | $41.52万 | 0.04% | 2,600 | 201 | 8.4% | $3.21万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $41.33万 | 0.04% | 18,125 | 18,125 | — | $41.33万 | 新建仓 |
| D | DOMINION ENERGY INC | $41.28万 | 0.04% | 6,677 | 105 | 1.6% | $6,491 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $41.00万 | 0.04% | 5,700 | 126 | 2.3% | $9,063 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $40.84万 | 0.04% | 831 | -60 | -6.7% | -$2.95万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $40.78万 | 0.04% | 11,291 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $40.74万 | 0.04% | 5,139 | 5,139 | — | $40.74万 | 新建仓 |
| TCAL | T ROWE PRICE ETF INC | $40.39万 | 0.04% | 18,072 | -9,341 | -34.1% | -$20.88万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $40.30万 | 0.04% | 4,261 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $40.28万 | 0.04% | 1,487 | -7 | -0.5% | -$1,896 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $40.06万 | 0.04% | 1,379 | 26 | 1.9% | $7,553 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $40.03万 | 0.04% | 5,628 | 978 | 21.0% | $6.96万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $39.89万 | 0.04% | 8,805 | 2 | 0.0% | $91 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $39.88万 | 0.04% | 861 | -29 | -3.3% | -$1.34万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $39.21万 | 0.04% | 5,658 | 5,658 | — | $39.21万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $39.03万 | 0.04% | 6,436 | 319 | 5.2% | $1.93万 | 加仓 |
| — | COHEN & STEERS SELECT PFD & | $38.78万 | 0.04% | 20,000 | -15,510 | -43.7% | -$30.07万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $38.50万 | 0.04% | 2,346 | 2,346 | — | $38.50万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.36万 | 0.04% | 1,135 | -8 | -0.7% | -$2,704 | 减仓 |
| DHR | DANAHER CORP DEL | $37.98万 | 0.04% | 2,003 | 90 | 4.7% | $1.71万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $37.89万 | 0.04% | 7,169 | -905 | -11.2% | -$4.78万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $36.98万 | 0.04% | 8,196 | 8,196 | — | $36.98万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $36.75万 | 0.03% | 5,735 | 177 | 3.2% | $1.13万 | 加仓 |
| GDX | VANECK ETF TRUST | $36.34万 | 0.03% | 3,960 | -110 | -2.7% | -$1.01万 | 减仓 |
| INTC | INTEL CORP | $36.14万 | 0.03% | 8,190 | -777 | -8.7% | -$3.43万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $35.51万 | 0.03% | 1,676 | 17 | 1.0% | $3,602 | 加仓 |
| STT | STATE STR CORP | $35.17万 | 0.03% | 2,779 | 43 | 1.6% | $5,442 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $34.55万 | 0.03% | 3,676 | 419 | 12.9% | $3.94万 | 加仓 |
| LIN | LINDE PLC | $34.48万 | 0.03% | 695 | 206 | 42.1% | $10.22万 | 加仓 |