13F 机构持仓

Cornerstone Wealth Management, LLC

ST. PETERS MO · SEC CIK 0001674117

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$23.27亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 4.4%
BBUS 3.9%
SPMD 3.3%
SPYM 2.4%
IVV 2.4%
NVDA 2.3%
MSFT 1.4%
BOND 1.3%
QQQ 1.2%
USMV 1.2%

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
SJM SMUCKER J M CO $51.67万0.03%5,358 3507.0% $3.38万 加仓
LBTYK LIBERTY GLOBAL LTD $51.83万0.03%44,184 44,184— $51.83万 新建仓
VSGX VANGUARD WORLD FD $51.94万0.03%7,241 -723-9.1% -$5.19万 减仓
CWI SPDR INDEX SHS FDS $51.95万0.03%14,198 -83-0.6% -$3,037 减仓
KLAC KLA CORP $52.12万0.03%354 00.0% — 不变
PRU PRUDENTIAL FINL INC $52.47万0.03%5,371 81617.9% $7.97万 加仓
ARKW ARK ETF TR $53.00万0.03%4,394 49512.7% $5.97万 加仓
SRE SEMPRA $53.22万0.03%5,477 430.8% $4,179 加仓
FLQM FRANKLIN TEMPLETON ETF TR $53.61万0.03%9,759 -635-6.1% -$3.49万 减仓
SPYI NEOS ETF TRUST $53.61万0.03%10,859 2662.5% $1.31万 加仓
NOBL PROSHARES TR $53.62万0.03%5,058 2124.4% $2.25万 加仓
VTWG VANGUARD SCOTTSDALE FDS $53.77万0.03%2,348 32716.2% $7.49万 加仓
GSK GSK PLC $53.82万0.03%9,751 -258-2.6% -$1.42万 减仓
CL COLGATE PALMOLIVE CO $53.85万0.03%6,318 -13-0.2% -$1,108 减仓
QTEC FIRST TR EXCHANGE-TRADED FD $53.89万0.03%2,495 -310-11.1% -$6.70万 减仓
TRIN TRINITY CAP INC $53.93万0.03%36,660 2,1646.3% $3.18万 加仓
— COTERRA ENERGY INC $54.17万0.03%15,415 7,19087.4% $25.27万 加仓
ADP AUTOMATIC DATA PROCESSING IN $54.37万0.03%2,676 25410.5% $5.16万 加仓
RLY SSGA ACTIVE ETF TR $54.53万0.03%15,083 7825.5% $2.83万 加仓
SCHW SCHWAB CHARLES CORP $55.01万0.03%5,854 921.6% $8,646 加仓
NXTG FIRST TR EXCHANGE-TRADED FD $55.16万0.03%4,929 -131-2.6% -$1.47万 减仓
EME EMCOR GROUP INC $55.16万0.03%747 81.1% $5,908 加仓
ARKQ ARK ETF TR $55.24万0.03%4,912 1,72053.9% $19.34万 加仓
BIDD BLACKROCK ETF TRUST $55.25万0.03%19,434 -1,161-5.6% -$3.30万 减仓
IWB ISHARES TR $55.53万0.03%1,557 00.0% — 不变
AGG ISHARES TR $55.68万0.03%5,609 -2,425-30.2% -$24.07万 减仓
UNH UNITEDHEALTH GROUP INC $56.62万0.03%2,093 1065.3% $2.87万 加仓
DCI DONALDSON INC $56.72万0.03%6,684 -40-0.6% -$3,395 减仓
SHW SHERWIN WILLIAMS CO $56.84万0.03%1,773 00.0% — 不变
NEM NEWMONT CORP $56.99万0.03%5,265 2,21372.5% $23.96万 加仓
XMMO INVESCO EXCHANGE TRADED FD T $57.52万0.03%3,966 82026.1% $11.89万 加仓
COF CAPITAL ONE FINL CORP $57.55万0.03%3,155 1565.2% $2.85万 加仓
OXY OCCIDENTAL PETE CORP $57.81万0.03%8,894 1631.9% $1.06万 加仓
IDMO INVESCO EXCH TRADED FD TR II $58.43万0.03%10,655 9069.3% $4.97万 加仓
SPGP INVESCO EXCHANGE TRADED FD T $58.47万0.03%5,433 72115.3% $7.76万 加仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $58.64万0.03%18,575 4,30030.1% $13.58万 加仓
EPS WISDOMTREE TR $59.28万0.03%8,703 100.1% $681 加仓
TRFK PACER FDS TR $59.46万0.03%9,553 3623.9% $2.25万 加仓
HRL HORMEL FOODS CORP $59.77万0.03%26,390 26,390— $59.77万 新建仓
SYY SYSCO CORP $59.97万0.03%8,407 10.0% $71 加仓
TMO THERMO FISHER SCIENTIFIC INC $60.11万0.03%1,223 61199.8% $30.03万 加仓
IJS ISHARES TR $60.46万0.03%5,105 531.0% $6,277 加仓
RIO RIO TINTO PLC $60.58万0.03%6,494 00.0% — 不变
VONG VANGUARD SCOTTSDALE FDS $60.95万0.03%5,557 00.0% — 不变
ARM ARM HOLDINGS PLC $62.31万0.03%4,119 -748-15.4% -$11.32万 减仓
FANG DIAMONDBACK ENERGY INC $62.55万0.03%3,162 561.8% $1.11万 加仓
XEVTX EATON VANCE TAX ADVT DIV INC $62.64万0.03%25,515 7323.0% $1.80万 加仓
MINO PIMCO ETF TR $62.69万0.03%13,879 6,29883.1% $28.45万 加仓
XLP SELECT SECTOR SPDR TR $63.08万0.03%7,694 -387-4.8% -$3.17万 减仓
AMGN AMGEN INC $64.33万0.03%1,828 -284-13.4% -$9.99万 减仓
IBIT ISHARES BITCOIN TRUST ETF $64.52万0.03%16,792 3,78529.1% $14.54万 加仓
PNC PNC FINL SVCS GROUP INC $64.76万0.03%3,112 2378.2% $4.93万 加仓
XNIEX VIRTUS EQUITY & CONV INCM FD $64.96万0.03%27,810 1,3985.3% $3.27万 加仓
— FRANKLIN TEMPLETON ETF TR $65.11万0.03%20,147 2,85016.5% $9.21万 加仓
EXPE EXPEDIA GROUP INC $65.22万0.03%2,825 26610.4% $6.14万 加仓
IYJ ISHARES TR $65.74万0.03%4,456 310.7% $4,574 加仓
CGMS CAPITAL GRP FIXED INCM ETF T $65.80万0.03%24,163 6,65538.0% $18.12万 加仓
FPX FIRST TR EXCHANGE-TRADED FD $66.07万0.03%4,160 -33-0.8% -$5,241 减仓
TXN TEXAS INSTRS INC $66.17万0.03%3,408 601.8% $1.16万 加仓
NOW SERVICENOW INC $66.25万0.03%6,337 4,510246.9% $47.15万 加仓
MPC MARATHON PETE CORP $67.05万0.03%2,746 1335.1% $3.25万 加仓
UBER UBER TECHNOLOGIES INC $67.15万0.03%9,335 3,27354.0% $23.54万 加仓
URA GLOBAL X FDS $67.20万0.03%13,875 13,875— $67.20万 新建仓
XSMO INVESCO EXCHANGE TRADED FD T $67.20万0.03%8,840 6247.6% $4.74万 加仓
PYLD PIMCO ETF TR $67.57万0.03%25,789 4,85923.2% $12.73万 加仓
VAW VANGUARD WORLD FD $67.61万0.03%3,000 1796.3% $4.03万 加仓
ARKK ARK ETF TR $67.65万0.03%10,009 -141-1.4% -$9,530 减仓
EFA ISHARES TR $68.57万0.03%7,060 2173.2% $2.11万 加仓
GME GAMESTOP CORP $69.00万0.03%29,946 3241.1% $7,465 加仓
XCEM COLUMBIA ETF TR II $70.42万0.04%17,255 1,71311.0% $6.99万 加仓
EMXC ISHARES INC $70.89万0.04%9,012 87710.8% $6.90万 加仓
PFG PRINCIPAL FINANCIAL GROUP IN $71.81万0.04%7,969 1,00314.4% $9.04万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.04%1 00.0% — 不变
IDV ISHARES TR $71.95万0.04%16,905 6,96670.1% $29.65万 加仓
EFAV ISHARES TR $72.07万0.04%7,888 -49-0.6% -$4,477 减仓
IWP ISHARES TR $72.27万0.04%5,641 -7-0.1% -$897 减仓
XLRE SELECT SECTOR SPDR TR $73.11万0.04%17,906 -402-2.2% -$1.64万 减仓
SFLR INNOVATOR ETFS TRUST $73.14万0.04%20,654 2021.0% $7,153 加仓
EFSC ENTERPRISE FINL SVCS CORP $73.35万0.04%13,556 90.1% $487 加仓
SO SOUTHERN CO $73.95万0.04%7,661 86312.7% $8.33万 加仓
JHMD JOHN HANCOCK EXCHANGE TRADED $73.98万0.04%17,460 5002.9% $2.12万 加仓
GDXJ VANECK ETF TRUST $74.15万0.04%6,177 -353-5.4% -$4.24万 减仓
SR SPIRE INC $74.29万0.04%8,205 2413.0% $2.18万 加仓
CGGO CAPITAL GROUP GBL GROWTH EQT $74.59万0.04%22,353 6653.1% $2.22万 加仓
CBSH COMMERCE BANCSHARES INC $74.69万0.04%15,181 7565.2% $3.72万 加仓
PNR PENTAIR PLC $74.72万0.04%8,577 -54-0.6% -$4,704 减仓
DIOD DIODES INC $75.84万0.04%11,110 11,110— $75.84万 新建仓
APD AIR PRODUCTS AND CHEMICALS I $75.93万0.04%2,614 -80-3.0% -$2.32万 减仓
F FORD MTR CO $76.09万0.04%65,939 -1,438-2.1% -$1.66万 减仓
AEP AMERICAN ELEC PWR CO INC $76.15万0.04%5,809 -446-7.1% -$5.85万 减仓
NSC NORFOLK SOUTHN CORP $76.34万0.04%2,660 10.0% $287 加仓
MUST COLUMBIA ETF TR I $76.39万0.04%37,245 -5,947-13.8% -$12.20万 减仓
ADI ANALOG DEVICES INC $76.41万0.04%2,402 331.4% $1.05万 加仓
USAR USA RARE EARTH INC $76.60万0.04%50,609 50,609— $76.60万 新建仓
SPHD INVESCO EXCH TRADED FD TR II $76.84万0.04%15,489 -330-2.1% -$1.64万 减仓
AUR AURORA INNOVATION INC $77.14万0.04%187,222 1,4000.8% $5,768 加仓
CEG CONSTELLATION ENERGY CORP $77.40万0.04%2,772 48721.3% $13.60万 加仓
LNC LINCOLN NATL CORP IND $78.23万0.04%22,037 -489-2.2% -$1.74万 减仓
DBMF LITMAN GREGORY FDS TR $78.48万0.04%26,031 26,031— $78.48万 新建仓
TSLX SIXTH STREET SPECIALTY LENDI $79.62万0.04%43,318 -3,775-8.0% -$6.94万 减仓