Cornerstone Wealth Management, LLC
ST. PETERS MO · SEC CIK 0001674117
$19.99亿2026Q1 申报市值
712持仓数
23.9%前十大占比 · 第一大 4.4%
51 / 20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
PVAL 新建仓+$584.66万
CAT 加仓+$307.12万
CGDV 加仓+$288.55万
SPHQ 加仓+$282.30万
SPIB 加仓+$264.79万
2026Q1 卖出最多 按季末市值估算
FLQL 减仓-$321.01万
VIG 减仓-$233.94万
FIXD 减仓-$229.16万
IVV 减仓-$135.54万
XLI 减仓-$94.14万
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 |
|---|---|---|---|---|---|---|---|---|
| DISV | DIMENSIONAL ETF TRUST | $33.51万 | 0.02% | 8,496 | 8,496 | — | $33.51万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $33.98万 | 0.02% | 5,489 | 50 | 0.9% | $3,096 | 加仓 |
| — | INVESCO VALUE MUN INCOME TR | $33.99万 | 0.02% | 27,953 | 10,047 | 56.1% | $12.22万 | 加仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $34.02万 | 0.02% | 15,421 | -563 | -3.5% | -$1.24万 | 减仓 |
| ADBE | ADOBE INC | $34.18万 | 0.02% | 1,406 | 223 | 18.9% | $5.42万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $34.29万 | 0.02% | 2,050 | -354 | -14.7% | -$5.92万 | 减仓 |
| MGA | MAGNA INTL INC | $34.49万 | 0.02% | 6,181 | 6,181 | — | $34.49万 | 新建仓 |
| XYL | XYLEM INC | $34.52万 | 0.02% | 2,888 | -15 | -0.5% | -$1,793 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $34.88万 | 0.02% | 6,145 | -292 | -4.5% | -$1.66万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $35.04万 | 0.02% | 15,914 | 15,914 | — | $35.04万 | 新建仓 |
| HYD | VANECK ETF TRUST | $35.19万 | 0.02% | 7,018 | 7,018 | — | $35.19万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $35.46万 | 0.02% | 2,102 | 64 | 3.1% | $1.08万 | 加仓 |
| IETC | ISHARES U S ETF TR | $35.59万 | 0.02% | 4,027 | -900 | -18.3% | -$7.95万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $35.59万 | 0.02% | 2,718 | 2 | 0.1% | $262 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $35.72万 | 0.02% | 7,916 | 1,295 | 19.6% | $5.84万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $35.96万 | 0.02% | 780 | -31 | -3.8% | -$1.43万 | 减仓 |
| MSTR | STRATEGY INC | $36.29万 | 0.02% | 2,908 | 2,908 | — | $36.29万 | 新建仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $36.35万 | 0.02% | 9,461 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $36.37万 | 0.02% | 6,385 | 2,349 | 58.2% | $13.38万 | 加仓 |
| EZM | WISDOMTREE TR | $36.53万 | 0.02% | 5,435 | -316 | -5.5% | -$2.12万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $36.56万 | 0.02% | 5,095 | 900 | 21.5% | $6.46万 | 加仓 |
| IAU | ISHARES GOLD TR | $36.89万 | 0.02% | 4,185 | 132 | 3.3% | $1.16万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $36.99万 | 0.02% | 6,060 | 6,060 | — | $36.99万 | 新建仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $37.05万 | 0.02% | 5,732 | 73 | 1.3% | $4,718 | 加仓 |
| WMB | WILLIAMS COS INC | $37.05万 | 0.02% | 5,090 | 985 | 24.0% | $7.17万 | 加仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $37.96万 | 0.02% | 3,210 | -1,081 | -25.2% | -$12.78万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $37.96万 | 0.02% | 1,915 | 13 | 0.7% | $2,577 | 加仓 |
| SBUX | STARBUCKS CORP | $38.13万 | 0.02% | 4,257 | -135 | -3.1% | -$1.21万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $38.27万 | 0.02% | 5,055 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $38.34万 | 0.02% | 2,556 | -75 | -2.9% | -$1.12万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $38.73万 | 0.02% | 3,087 | 77 | 2.6% | $9,660 | 加仓 |
| IJJ | ISHARES TR | $38.79万 | 0.02% | 2,928 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $38.85万 | 0.02% | 14,149 | 2,606 | 22.6% | $7.16万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $38.95万 | 0.02% | 8,487 | 64 | 0.8% | $2,937 | 加仓 |
| XOP | SPDR SERIES TRUST | $39.46万 | 0.02% | 2,170 | 444 | 25.7% | $8.07万 | 加仓 |
| EOG | EOG RES INC | $39.60万 | 0.02% | 2,739 | 259 | 10.4% | $3.74万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $39.74万 | 0.02% | 546 | 84 | 18.2% | $6.11万 | 加仓 |
| AZN | ASTRAZENECA PLC | $39.76万 | 0.02% | 2,016 | 2,016 | — | $39.76万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $39.78万 | 0.02% | 3,707 | 1,452 | 64.4% | $15.58万 | 加仓 |
| — | VANECK ETF TRUST | $39.89万 | 0.02% | 8,075 | 8,075 | — | $39.89万 | 新建仓 |
| YEAR | AB ACTIVE ETFS INC | $39.90万 | 0.02% | 7,904 | 37 | 0.5% | $1,868 | 加仓 |
| EVIM | MORGAN STANLEY ETF TRUST | $40.07万 | 0.02% | 7,625 | 500 | 7.0% | $2.63万 | 加仓 |
| — | ADVISORSHARES TR | $40.22万 | 0.02% | 6,210 | -93 | -1.5% | -$6,023 | 减仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $40.43万 | 0.02% | 14,800 | 14,800 | — | $40.43万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $40.86万 | 0.02% | 1,819 | 9 | 0.5% | $2,022 | 加仓 |
| SLYV | SPDR SERIES TRUST | $41.02万 | 0.02% | 4,337 | -5 | -0.1% | -$473 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $41.03万 | 0.02% | 6,346 | 11 | 0.2% | $711 | 加仓 |
| OKTA | OKTA INC | $41.09万 | 0.02% | 5,220 | 5,220 | — | $41.09万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $41.51万 | 0.02% | 7,202 | 71 | 1.0% | $4,093 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $41.52万 | 0.02% | 3,270 | 49 | 1.5% | $6,221 | 加仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $41.66万 | 0.02% | 6,478 | -207 | -3.1% | -$1.33万 | 减仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $41.70万 | 0.02% | 5,109 | 1 | 0.0% | $82 | 加仓 |
| EFV | ISHARES TR | $41.74万 | 0.02% | 5,614 | -2,795 | -33.2% | -$20.78万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $41.76万 | 0.02% | 4,328 | -179 | -4.0% | -$1.73万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $41.94万 | 0.02% | 8,893 | 1,453 | 19.5% | $6.85万 | 加仓 |
| URI | UNITED RENTALS INC | $42.10万 | 0.02% | 578 | -29 | -4.8% | -$2.11万 | 减仓 |
| IRM | IRON MTN INC DEL | $42.40万 | 0.02% | 4,151 | 31 | 0.8% | $3,167 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $43.12万 | 0.02% | 18,258 | 2 | 0.0% | $47 | 加仓 |
| ABM | ABM INDS INC | $43.39万 | 0.02% | 11,265 | 41 | 0.4% | $1,579 | 加仓 |
| D | DOMINION ENERGY INC | $43.43万 | 0.02% | 7,025 | -291 | -4.0% | -$1.80万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $43.84万 | 0.02% | 17,157 | 1,024 | 6.3% | $2.62万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $43.89万 | 0.02% | 1,342 | 8 | 0.6% | $2,617 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $44.12万 | 0.02% | 1,603 | -205 | -11.3% | -$5.64万 | 减仓 |
| TMUS | T-MOBILE US INC | $44.21万 | 0.02% | 2,105 | 378 | 21.9% | $7.94万 | 加仓 |
| LEN | LENNAR CORP | $44.25万 | 0.02% | 5,096 | 5,096 | — | $44.25万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $44.27万 | 0.02% | 847 | 31 | 3.8% | $1.62万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $44.29万 | 0.02% | 15,086 | 3,524 | 30.5% | $10.35万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $44.51万 | 0.02% | 9,581 | 415 | 4.5% | $1.93万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $44.82万 | 0.02% | 26,984 | 607 | 2.3% | $1.01万 | 加仓 |
| PULS | PGIM ETF TR | $45.04万 | 0.02% | 9,098 | 2,283 | 33.5% | $11.30万 | 加仓 |
| NUE | NUCOR CORP | $45.24万 | 0.02% | 2,675 | 1 | 0.0% | $169 | 加仓 |
| FALN | ISHARES TR | $45.26万 | 0.02% | 16,938 | 6,780 | 66.7% | $18.12万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $45.26万 | 0.02% | 4,139 | 0 | 0.0% | — | 不变 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $45.70万 | 0.02% | 7,017 | 223 | 3.3% | $1.45万 | 加仓 |
| SOXX | ISHARES TR | $45.77万 | 0.02% | 1,393 | 104 | 8.1% | $3.42万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $45.80万 | 0.02% | 2,168 | 2 | 0.1% | $423 | 加仓 |
| AOA | ISHARES TR | $45.86万 | 0.02% | 5,182 | 28 | 0.5% | $2,478 | 加仓 |
| MGK | VANGUARD WORLD FD | $46.27万 | 0.02% | 1,259 | 2 | 0.2% | $735 | 加仓 |
| CI | THE CIGNA GROUP | $46.29万 | 0.02% | 1,735 | 227 | 15.1% | $6.06万 | 加仓 |
| UNG | UNITED STS NAT GAS FD LP | $46.36万 | 0.02% | 39,519 | 39,519 | — | $46.36万 | 新建仓 |
| PAYX | PAYCHEX INC | $47.13万 | 0.02% | 5,116 | 741 | 16.9% | $6.83万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $47.33万 | 0.02% | 1,900 | 0 | 0.0% | — | 不变 |
| ONEY | SPDR SERIES TRUST | $47.38万 | 0.02% | 3,947 | 1,293 | 48.7% | $15.52万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $47.68万 | 0.02% | 26,460 | -4,973 | -15.8% | -$8.96万 | 减仓 |
| EUSA | ISHARES INC | $47.71万 | 0.02% | 4,688 | -138 | -2.9% | -$1.40万 | 减仓 |
| AOS | SMITH A O CORP | $47.97万 | 0.02% | 7,275 | 186 | 2.6% | $1.23万 | 加仓 |
| DLN | WISDOMTREE TR | $48.05万 | 0.02% | 5,379 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $48.28万 | 0.02% | 10,004 | 5,868 | 141.9% | $28.32万 | 加仓 |
| FDUS | FIDUS INVT CORP | $48.47万 | 0.02% | 27,826 | -2,299 | -7.6% | -$4.00万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $48.55万 | 0.02% | 28,373 | 1,417 | 5.3% | $2.42万 | 加仓 |
| CHWY | CHEWY INC | $48.55万 | 0.02% | 17,983 | -59 | -0.3% | -$1,593 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $48.61万 | 0.02% | 8,269 | -152 | -1.8% | -$8,935 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $48.80万 | 0.02% | 10,634 | 4,231 | 66.1% | $19.42万 | 加仓 |
| KKR | KKR & CO INC | $49.18万 | 0.02% | 5,317 | -1,479 | -21.8% | -$13.68万 | 减仓 |
| EQIX | EQUINIX INC | $49.40万 | 0.02% | 504 | -7 | -1.4% | -$6,862 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $50.45万 | 0.03% | 7,556 | 825 | 12.3% | $5.51万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $50.67万 | 0.03% | 5,097 | -19 | -0.4% | -$1,889 | 减仓 |
| CSX | CSX CORP | $51.16万 | 0.03% | 12,463 | -177 | -1.4% | -$7,266 | 减仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $51.26万 | 0.03% | 5,665 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $51.34万 | 0.03% | 3,361 | 11 | 0.3% | $1,680 | 加仓 |