13F 机构持仓

Cornerstone Wealth Management, LLC

ST. PETERS MO · SEC CIK 0001674117

2026Q22026Q1 更早 9 个季度 🔒
$23.27亿2026Q2 申报市值
745持仓数
23.5%前十大占比 · 第一大 4.4%
55 / 34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 3.8%
SPMD 3.2%
SPYM 2.5%
IVV 2.3%
NVDA 2.3%
MSFT 1.3%
QQQ 1.3%
BOND 1.2%
SPYG 1.1%

2026Q2 买入最多 按季末市值估算

FLOT 新建仓+$748.88万
FAD 新建仓+$622.63万
SPIB 加仓+$385.50万
JQUA 加仓+$354.72万
DIA 加仓+$342.95万

2026Q2 卖出最多 按季末市值估算

JIVE 减仓-$183.99万
FIXD 减仓-$179.22万
VIG 减仓-$164.50万
IWM 减仓-$159.18万
BBUS 减仓-$147.29万

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
QTEC FIRST TR EXCHANGE-TRADED FD $81.16万0.03%2,425 -70-2.8% -$2.34万 减仓
PULS PGIM ETF TR $81.28万0.03%16,404 7,30680.3% $36.20万 加仓
XNIEX VIRTUS EQUITY & CONV INCM FD $81.40万0.03%30,307 2,4979.0% $6.71万 加仓
CBRE CBRE GROUP INC $81.63万0.04%6,061 -500-7.6% -$6.73万 减仓
XLRE SELECT SECTOR SPDR TR $81.75万0.04%18,567 6613.7% $2.91万 加仓
PTY PIMCO CORPORATE & INCOME OPP $81.89万0.04%68,068 -44-0.1% -$529 减仓
IWP ISHARES TR $83.01万0.04%5,669 280.5% $4,100 加仓
IWB ISHARES TR $83.15万0.04%2,031 47430.4% $19.41万 加仓
MDIV FIRST TR EXCHANGE TRADED FD $83.48万0.04%50,517 -4,717-8.5% -$7.79万 减仓
CBSH COMMERCE BANCSHARES INC $83.50万0.04%14,459 -722-4.8% -$4.17万 减仓
UNH UNITEDHEALTH GROUP INC $84.00万0.04%2,021 -72-3.4% -$2.99万 减仓
HRL HORMEL FOODS CORP $84.28万0.04%33,955 7,56528.7% $18.78万 加仓
FPX FIRST TR EXCHANGE-TRADED FD $84.29万0.04%4,088 -72-1.7% -$1.48万 减仓
SFLR INNOVATOR ETFS TRUST $84.52万0.04%21,907 1,2536.1% $4.83万 加仓
URI UNITED RENTALS INC $84.61万0.04%747 16929.2% $19.14万 加仓
PAA PLAINS ALL AMERN PIPELINE L $84.64万0.04%38,025 00.0% — 不变
VOX VANGUARD WORLD FD $86.60万0.04%4,708 00.0% — 不变
DBMF LITMAN GREGORY FDS TR $87.89万0.04%28,713 2,68210.3% $8.21万 加仓
JIRE J P MORGAN EXCHANGE TRADED F $88.17万0.04%10,689 -310-2.8% -$2.56万 减仓
ADI ANALOG DEVICES INC $88.22万0.04%2,221 -181-7.5% -$7.19万 减仓
DGRW WISDOMTREE TR $88.45万0.04%9,250 760.8% $7,267 加仓
EFSC ENTERPRISE FINL SVCS CORP $89.36万0.04%13,564 80.1% $527 加仓
PWV INVESCO EXCHANGE TRADED FD T $89.40万0.04%11,799 -645-5.2% -$4.89万 减仓
ARKQ ARK ETF TR $89.84万0.04%6,795 1,88338.3% $24.90万 加仓
PFG PRINCIPAL FINANCIAL GROUP IN $90.60万0.04%8,406 4375.5% $4.71万 加仓
ARKK ARK ETF TR $91.18万0.04%11,281 1,27212.7% $10.28万 加仓
GILD GILEAD SCIENCES INC $91.78万0.04%7,265 -67-0.9% -$8,464 减仓
EMXC ISHARES INC $92.14万0.04%9,007 -5-0.1% -$511 减仓
CAH CARDINAL HEALTH INC $92.48万0.04%3,893 1,72579.6% $40.98万 加仓
CEG CONSTELLATION ENERGY CORP $92.97万0.04%3,743 97135.0% $24.12万 加仓
BP BP PLC $93.26万0.04%25,240 1120.4% $4,138 加仓
VEU VANGUARD INTL EQUITY INDEX F $94.37万0.04%11,268 11,268— $94.37万 新建仓
NSC NORFOLK SOUTHN CORP $94.91万0.04%3,017 35713.4% $11.23万 加仓
XLV SELECT SECTOR SPDR TR $95.75万0.04%6,035 -42-0.7% -$6,664 减仓
UITB VICTORY PORTFOLIOS II $96.33万0.04%20,567 -399-1.9% -$1.87万 减仓
WFC WELLS FARGO & CO $96.53万0.04%11,680 -3,283-21.9% -$27.13万 减仓
SOXX ISHARES TR $96.68万0.04%1,509 1168.3% $7.43万 加仓
CGGO CAPITAL GROUP GBL GROWTH EQT $96.74万0.04%22,853 5002.2% $2.12万 加仓
FDL FIRST TR EXCHANGE-TRADED FD $96.80万0.04%19,893 300.2% $1,460 加仓
CSWC CAPITAL SOUTHWEST CORP $97.01万0.04%40,813 2250.6% $5,348 加仓
XCEM COLUMBIA ETF TR II $97.24万0.04%18,388 1,1336.6% $5.99万 加仓
VCR VANGUARD WORLD FD $97.70万0.04%2,463 552.3% $2.18万 加仓
TJX TJX COS INC NEW $99.57万0.04%6,572 -41-0.6% -$6,212 减仓
PRU PRUDENTIAL FINL INC $100.61万0.04%9,322 3,95173.6% $42.64万 加仓
TCAF T ROWE PRICE EXCHANGE-TRADED $102.19万0.04%24,863 -1,644-6.2% -$6.76万 减仓
TXN TEXAS INSTRS INC $102.27万0.04%3,431 230.7% $6,856 加仓
CGCB CAPITAL GRP FIXED INCM ETF T $103.22万0.04%39,428 -1,915-4.6% -$5.01万 减仓
IHI ISHARES TR $103.34万0.04%20,915 -529-2.5% -$2.61万 减仓
— NUSHARES ETF TR $103.58万0.04%32,029 9102.9% $2.94万 加仓
WM WASTE MGMT INC DEL $103.97万0.04%4,665 50512.1% $11.26万 加仓
ET ENERGY TRANSFER L P $104.70万0.04%54,757 6371.2% $1.22万 加仓
IDV ISHARES TR $106.35万0.05%25,669 8,76451.8% $36.31万 加仓
GDX VANECK ETF TRUST $108.12万0.05%14,330 2331.7% $1.76万 加仓
HDV ISHARES TR $108.15万0.05%39,456 3,2168.9% $8.81万 加仓
GPIX GOLDMAN SACHS ETF TR $109.67万0.05%19,736 2,09211.9% $11.63万 加仓
PSX PHILLIPS 66 $109.71万0.05%6,490 -12-0.2% -$2,029 减仓
USAR USA RARE EARTH INC $109.72万0.05%50,841 2320.5% $5,007 加仓
AXP AMERICAN EXPRESS CO $109.94万0.05%3,250 -339-9.4% -$11.47万 减仓
IGV ISHARES TR $110.11万0.05%12,154 2,05120.3% $18.58万 加仓
FLMI FRANKLIN TEMPLETON ETF TR $110.35万0.05%43,843 34,830386.4% $87.67万 加仓
MS MORGAN STANLEY $110.65万0.05%5,293 -332-5.9% -$6.94万 减仓
EPD ENTERPRISE PRODS PARTNERS L $111.25万0.05%30,265 -37-0.1% -$1,360 减仓
VLO VALERO ENERGY CORP $111.62万0.05%4,286 68419.0% $17.81万 加仓
SPLV INVESCO EXCH TRADED FD TR II $112.20万0.05%14,979 -339-2.2% -$2.54万 减仓
KLAC KLA CORP $114.65万0.05%3,800 2607.3% $7.84万 加仓
EAGG ISHARES TR $115.88万0.05%24,442 -31-0.1% -$1,470 减仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $116.18万0.05%31,015 12,44067.0% $46.60万 加仓
BIL SPDR SERIES TRUST $116.39万0.05%12,700 1,45612.9% $13.34万 加仓
KMI KINDER MORGAN INC DEL $117.11万0.05%36,633 140.0% $448 加仓
SHLD GLOBAL X FDS $117.99万0.05%19,761 3,45721.2% $20.64万 加仓
FDN FIRST TR EXCHANGE-TRADED FD $118.20万0.05%4,465 -215-4.6% -$5.69万 减仓
PSC PRINCIPAL EXCHANGE TRADED FD $118.20万0.05%16,856 5013.1% $3.51万 加仓
NML NEUBERGER ENGY INFRSTR & INC $118.21万0.05%116,577 3,0172.7% $3.06万 加仓
IWS ISHARES TR $121.34万0.05%7,372 -5-0.1% -$823 减仓
DVY ISHARES TR $121.43万0.05%7,769 86812.6% $13.57万 加仓
BSMQ INVESCO EXCH TRD SLF IDX FD $122.43万0.05%51,997 1,8003.6% $4.24万 加仓
GM GENERAL MTRS CO $123.84万0.05%16,067 -6,486-28.8% -$49.99万 减仓
MDT MEDTRONIC PLC $124.66万0.05%15,935 1,1848.0% $9.26万 加仓
RECS COLUMBIA ETF TR I $125.03万0.05%28,888 4,22517.1% $18.29万 加仓
KHC KRAFT HEINZ CO $125.35万0.05%53,071 8,08018.0% $19.09万 加仓
MMM 3M CO $126.34万0.05%7,803 -896-10.3% -$14.51万 减仓
DGS WISDOMTREE TR $127.56万0.05%19,712 1170.6% $7,571 加仓
PCEF INVESCO EXCH TRADED FD TR II $129.14万0.06%63,586 1,8343.0% $3.72万 加仓
BKH BLACK HILLS CORP $129.28万0.06%17,377 -60-0.3% -$4,464 减仓
SHOP SHOPIFY INC $129.29万0.06%11,323 2592.3% $2.96万 加仓
IWD ISHARES TR $129.37万0.06%5,336 230.4% $5,576 加仓
XBI SPDR SERIES TRUST $129.39万0.06%8,176 1041.3% $1.65万 加仓
FLRT PACER FDS TR $131.12万0.06%28,120 -2,773-9.0% -$12.93万 减仓
DVN DEVON ENERGY CORP NEW $131.14万0.06%31,737 10,23447.6% $42.29万 加仓
CVS CVS HEALTH CORP $131.14万0.06%12,677 -1,116-8.1% -$11.54万 减仓
VTWO VANGUARD SCOTTSDALE FDS $132.12万0.06%10,881 1911.8% $2.32万 加仓
CRM SALESFORCE INC $132.59万0.06%8,463 -2,675-24.0% -$41.91万 减仓
SCHM SCHWAB STRATEGIC TR $133.15万0.06%36,114 3310.9% $1.22万 加仓
VOT VANGUARD INDEX FDS $133.57万0.06%4,361 -30-0.7% -$9,189 减仓
RPG INVESCO EXCHANGE TRADED FD T $136.05万0.06%21,308 -1,358-6.0% -$8.67万 减仓
EFX EQUIFAX INC $136.61万0.06%8,607 20.0% $317 加仓
UBND VICTORY PORTFOLIOS II $136.67万0.06%62,911 62,911— $136.67万 新建仓
CLS CELESTICA INC $136.76万0.06%3,749 2186.2% $7.95万 加仓
FMDE FIDELITY COVINGTON TRUST $137.00万0.06%33,760 -1,507-4.3% -$6.12万 减仓
TRV TRAVELERS COMPANIES INC $137.72万0.06%4,172 -94-2.2% -$3.10万 减仓