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
WPC WP CAREY INC $142.62万0.07%20,986 -1,154-5.2% -$7.84万 减仓
FLRT PACER FDS TR $143.07万0.07%30,893 -291-0.9% -$1.35万 减仓
NOC NORTHROP GRUMMAN CORP $143.18万0.07%2,099 1075.4% $7.30万 加仓
MRVL MARVELL TECHNOLOGY INC $143.67万0.07%14,505 7,07795.3% $70.10万 加仓
BSMS INVESCO EXCH TRD SLF IDX FD $143.74万0.07%61,441 3,3535.8% $7.84万 加仓
AVUV AMERICAN CENTY ETF TR $145.38万0.07%13,160 3522.7% $3.89万 加仓
TDIV FIRST TR EXCHANGE TRADED FD $150.69万0.08%16,089 8645.7% $8.09万 加仓
TUSI TOUCHSTONE ETF TRUST $151.47万0.08%59,824 9371.6% $2.37万 加仓
TGT TARGET CORP $153.71万0.08%12,683 -16-0.1% -$1,939 减仓
FTQI FIRST TR EXCHANGE TRADED FD $153.75万0.08%77,186 10,37715.5% $20.67万 加仓
FSCO FS CREDIT OPPORTUNITIES CORP $153.82万0.08%301,602 -38,165-11.2% -$19.46万 减仓
FTLS FIRST TR EXCH TRADED FD III $153.99万0.08%21,887 2,44912.6% $17.23万 加仓
EFX EQUIFAX INC $154.95万0.08%8,605 -20-0.2% -$3,601 减仓
XLI SELECT SECTOR SPDR TR $156.76万0.08%9,693 -5,821-37.5% -$94.14万 减仓
UNP UNION PAC CORP $156.99万0.08%6,470 1,04619.3% $25.38万 加仓
SBRA SABRA HEALTH CARE REIT INC $159.53万0.08%82,956 10,62514.7% $20.43万 加仓
MUNI PIMCO ETF TR $160.79万0.08%30,808 -1,372-4.3% -$7.16万 减仓
FDX FEDEX CORP $162.18万0.08%4,553 1,93573.9% $68.93万 加仓
GS GOLDMAN SACHS GROUP INC $164.08万0.08%1,940 51335.9% $43.39万 加仓
— HONEYWELL INTL INC $164.28万0.08%7,268 2383.4% $5.38万 加仓
IEFA ISHARES TR $164.49万0.08%18,169 -22-0.1% -$1,992 减仓
IWN ISHARES TR $166.46万0.08%8,780 3764.5% $7.13万 加仓
BNS BANK NOVA SCOTIA B C $166.48万0.08%24,020 1,0404.5% $7.21万 加仓
UPS UNITED PARCEL SVCS INC $166.57万0.08%16,932 -124-0.7% -$1.22万 减仓
HMOP HARTFORD FDS EXCHANGE TRADED $167.17万0.08%43,152 1,9294.7% $7.47万 加仓
BSMR INVESCO EXCH TRD SLF IDX FD $167.91万0.08%70,988 2,8634.2% $6.77万 加仓
GM GENERAL MTRS CO $168.02万0.08%22,553 15,467218.3% $115.23万 加仓
RAAX VANECK ETF TRUST $169.07万0.08%41,530 6,94420.1% $28.27万 加仓
ENB ENBRIDGE INC $169.72万0.08%31,349 5011.6% $2.71万 加仓
SCHV SCHWAB STRATEGIC TR $170.12万0.09%55,778 7891.4% $2.41万 加仓
ANGL VANECK ETF TRUST $170.69万0.09%59,432 5,79010.8% $16.63万 加仓
SDVY FIRST TR EXCHANGE TRADED FD $171.00万0.09%43,369 -652-1.5% -$2.57万 减仓
UUP INVESCO DB US DLR INDEX TR $171.24万0.09%61,641 61,641— $171.24万 新建仓
YOU CLEAR SECURE INC $172.04万0.09%35,538 -424-1.2% -$2.05万 减仓
VGT VANGUARD WORLD FD $173.35万0.09%2,484 -303-10.9% -$21.15万 减仓
VOE VANGUARD INDEX FDS $175.21万0.09%9,508 -722-7.1% -$13.30万 减仓
NBXG NEUBERGER NEXT GENERATION $176.14万0.09%136,858 2,3311.7% $3.00万 加仓
EMLP FIRST TR EXCHANGE-TRADED FD $177.89万0.09%40,745 6341.6% $2.77万 加仓
OKE ONEOK INC NEW $185.69万0.09%20,543 1,2176.3% $11.00万 加仓
COP CONOCOPHILLIPS $186.92万0.09%14,161 -2,163-13.3% -$28.55万 减仓
ABT ABBOTT LABORATORIES $187.73万0.09%18,285 1,3247.8% $13.59万 加仓
IWO ISHARES TR $188.42万0.09%6,004 5239.5% $16.41万 加仓
KNG FIRST TR EXCHANGE-TRADED FD $191.35万0.10%39,283 -375-0.9% -$1.83万 减仓
DELL DELL TECHNOLOGIES INC $191.67万0.10%11,678 3563.1% $5.84万 加仓
ESGV VANGUARD WORLD FD $191.91万0.10%17,094 -804-4.5% -$9.03万 减仓
MU MICRON TECHNOLOGY INC $192.85万0.10%5,708 59511.6% $20.10万 加仓
AVDV AMERICAN CENTY ETF TR $194.26万0.10%19,454 -512-2.6% -$5.11万 减仓
DFIV DIMENSIONAL ETF TRUST $194.47万0.10%36,846 7,92027.4% $41.80万 加仓
FWD AB ACTIVE ETFS INC $196.65万0.10%18,114 18,114— $196.65万 新建仓
SUSA ISHARES TR $197.03万0.10%14,916 -1,150-7.2% -$15.19万 减仓
HEFA ISHARES TR $197.45万0.10%46,465 -614-1.3% -$2.61万 减仓
FIW FIRST TR EXCHANGE-TRADED FD $198.70万0.10%19,267 6233.3% $6.42万 加仓
PAVE GLOBAL X FDS $200.24万0.10%39,410 3,0348.3% $15.42万 加仓
VDE VANGUARD WORLD FD $200.48万0.10%11,586 1,19211.5% $20.63万 加仓
CEF SPROTT ASSET MANAGEMENT LP $201.38万0.10%42,200 -3,085-6.8% -$14.72万 减仓
DIS DISNEY WALT CO $202.51万0.10%21,012 -332-1.6% -$3.20万 减仓
TDI TOUCHSTONE ETF TRUST $203.91万0.10%49,448 39,998423.3% $164.94万 加仓
CGCP CAPITAL GRP FIXED INCM ETF T $205.91万0.10%92,172 -7,123-7.2% -$15.91万 减仓
BMY BRISTOL-MYERS SQUIBB CO $207.54万0.10%34,219 1000.3% $6,065 加仓
CRM SALESFORCE INC $207.92万0.10%11,138 5755.4% $10.73万 加仓
IVW ISHARES TR $208.37万0.10%18,422 -1,046-5.4% -$11.83万 减仓
CGMU CAPITAL GRP FIXED INCM ETF T $208.72万0.10%76,876 12,79720.0% $34.74万 加仓
PLTR PALANTIR TECHNOLOGIES INC $209.14万0.10%14,297 2,54621.7% $37.24万 加仓
VFH VANGUARD WORLD FD $211.04万0.11%17,469 -63-0.4% -$7,611 减仓
MUB ISHARES TR $213.44万0.11%20,107 -5,069-20.1% -$53.81万 减仓
IBHF ISHARES TR $214.59万0.11%93,505 4,1264.6% $9.47万 加仓
DUK DUKE ENERGY CORP NEW $216.11万0.11%16,505 5303.3% $6.94万 加仓
TFI SPDR SERIES TRUST $218.71万0.11%48,237 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $218.86万0.11%75,134 190.0% $553 加仓
CMI CUMMINS INC $220.81万0.11%4,104 -21-0.5% -$1.13万 减仓
BUFR FIRST TR EXCHNG TRADED FD VI $221.27万0.11%65,521 8,05414.0% $27.20万 加仓
ITA ISHARES TR $223.49万0.11%10,217 1,59018.4% $34.78万 加仓
DE DEERE & CO $224.00万0.11%3,977 63018.8% $35.48万 加仓
DSI ISHARES TR $225.22万0.11%18,584 -1,675-8.3% -$20.30万 减仓
CB CHUBB LTD SWITZ $231.27万0.12%7,096 2,61358.3% $85.16万 加仓
FIXD FIRST TR EXCHNG TRADED FD VI $232.12万0.12%53,251 -52,572-49.7% -$229.16万 减仓
IWR ISHARES TR $236.90万0.12%24,365 3,11814.7% $30.32万 加仓
C CITIGROUP INC $241.50万0.12%21,294 10,901104.9% $123.63万 加仓
ORCL ORACLE CORP $243.21万0.12%16,532 9956.4% $14.64万 加仓
MA MASTERCARD INCORPORATED $246.78万0.12%4,939 1603.3% $7.99万 加仓
TSN TYSON FOODS INC $248.51万0.12%38,787 -411-1.0% -$2.63万 减仓
NLR VANECK ETF TRUST $249.15万0.12%18,706 3,44822.6% $45.92万 加仓
JGRO J P MORGAN EXCHANGE TRADED F $249.93万0.13%29,570 4,49117.9% $37.96万 加仓
PM PHILIP MORRIS INTL INC $250.76万0.13%15,166 -232-1.5% -$3.84万 减仓
PEP PEPSICO INC $253.94万0.13%16,352 1,56510.6% $24.30万 加仓
EVTR MORGAN STANLEY ETF TRUST $256.82万0.13%50,605 5,10011.2% $25.88万 加仓
FTCS FIRST TR EXCHANGE-TRADED FD $257.29万0.13%27,737 -120-0.4% -$1.11万 减仓
MOAT VANECK ETF TRUST $260.72万0.13%26,962 1,2434.8% $12.02万 加仓
GD GENERAL DYNAMICS CORP $263.34万0.13%7,673 2172.9% $7.45万 加仓
MRK MERCK & CO INC $265.62万0.13%22,082 -534-2.4% -$6.42万 减仓
USB US BANCORP $270.69万0.14%52,045 6761.3% $3.52万 加仓
NEE NEXTERA ENERGY INC $275.11万0.14%29,620 2,1337.8% $19.81万 加仓
IWF ISHARES TR $275.50万0.14%6,461 60110.3% $25.63万 加仓
XLE SELECT SECTOR SPDR TR $275.82万0.14%45,024 6541.5% $4.01万 加仓
VZ VERIZON COMMUNICATIONS INC $283.64万0.14%56,502 14,53034.6% $72.94万 加仓
KHPI MANAGED PORTFOLIO SERIES $284.19万0.14%117,385 66,467130.5% $160.92万 加仓
XAR SPDR SERIES TRUST $290.96万0.15%11,456 9799.3% $24.87万 加仓
GEV GE VERNOVA INC $295.95万0.15%3,390 2026.3% $17.63万 加仓
GRID FIRST TR EXCHANGE-TRADED FD $296.44万0.15%18,122 2,47415.8% $40.47万 加仓
BSV VANGUARD BD INDEX FDS $297.67万0.15%37,963 6,11619.2% $47.96万 加仓