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 |
|---|---|---|---|---|---|---|---|---|
| CGGR | CAPITAL GROUP GROWTH ETF | $298.49万 | 0.15% | 74,269 | 12,249 | 19.8% | $49.23万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $299.64万 | 0.15% | 68,381 | 1,050 | 1.6% | $4.60万 | 加仓 |
| AEE | AMEREN CORP | $303.88万 | 0.15% | 27,646 | -1,225 | -4.2% | -$13.46万 | 减仓 |
| PFE | PFIZER INC | $306.77万 | 0.15% | 109,250 | 2,878 | 2.7% | $8.08万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $306.85万 | 0.15% | 62,152 | -6,716 | -9.8% | -$33.16万 | 减仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $308.34万 | 0.15% | 45,585 | -47,459 | -51.0% | -$321.01万 | 减仓 |
| BAC | BANK AMERICA CORP | $312.14万 | 0.16% | 64,029 | -196 | -0.3% | -$9,555 | 减仓 |
| IJR | ISHARES TR | $321.81万 | 0.16% | 25,887 | -84 | -0.3% | -$1.04万 | 减仓 |
| ITM | VANECK ETF TRUST | $324.29万 | 0.16% | 69,845 | 1,477 | 2.2% | $6.86万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $324.31万 | 0.16% | 15,942 | 1,991 | 14.3% | $40.50万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $326.81万 | 0.16% | 60,464 | 4,587 | 8.2% | $24.79万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $327.83万 | 0.16% | 54,840 | -1,380 | -2.5% | -$8.25万 | 减仓 |
| BA | BOEING CO | $328.01万 | 0.16% | 16,480 | 935 | 6.0% | $18.61万 | 加仓 |
| ABBV | ABBVIE INC | $328.50万 | 0.16% | 15,104 | 1,493 | 11.0% | $32.47万 | 加仓 |
| IXUS | ISHARES TR | $330.12万 | 0.17% | 38,102 | 666 | 1.8% | $5.77万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $334.59万 | 0.17% | 67,066 | 1,106 | 1.7% | $5.52万 | 加仓 |
| COWZ | PACER FDS TR | $340.48万 | 0.17% | 54,424 | 1,239 | 2.3% | $7.75万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $341.24万 | 0.17% | 11,290 | -36 | -0.3% | -$1.09万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $351.48万 | 0.18% | 10,400 | 964 | 10.2% | $32.58万 | 加仓 |
| CSCO | CISCO SYS INC | $356.44万 | 0.18% | 45,938 | -1,528 | -3.2% | -$11.86万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $357.00万 | 0.18% | 11,867 | 17 | 0.1% | $5,114 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $357.70万 | 0.18% | 55,821 | 2,587 | 4.9% | $16.58万 | 加仓 |
| MCD | MCDONALDS CORP | $357.85万 | 0.18% | 11,514 | 102 | 0.9% | $3.17万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $359.27万 | 0.18% | 70,987 | -4,571 | -6.0% | -$23.13万 | 减仓 |
| HD | HOME DEPOT INC | $365.34万 | 0.18% | 11,108 | 361 | 3.4% | $11.87万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $366.17万 | 0.18% | 64,718 | 183 | 0.3% | $1.04万 | 加仓 |
| VHT | VANGUARD WORLD FD | $366.55万 | 0.18% | 13,460 | 956 | 7.6% | $26.03万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $371.31万 | 0.19% | 78,104 | -2,928 | -3.6% | -$13.92万 | 减仓 |
| V | VISA INC | $379.62万 | 0.19% | 12,560 | -185 | -1.5% | -$5.59万 | 减仓 |
| MFSG | MFS ACTIVE EXCHANGE TRADED F | $393.78万 | 0.20% | 153,880 | -3,218 | -2.0% | -$8.23万 | 减仓 |
| GE | GE AEROSPACE | $396.23万 | 0.20% | 13,963 | 181 | 1.3% | $5.14万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $398.12万 | 0.20% | 100,841 | 8,415 | 9.1% | $33.22万 | 加仓 |
| MO | ALTRIA GROUP INC | $400.91万 | 0.20% | 60,753 | 2,920 | 5.0% | $19.27万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $407.42万 | 0.20% | 86,630 | -2,474 | -2.8% | -$11.64万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $414.30万 | 0.21% | 37,399 | 3,955 | 11.8% | $43.81万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $416.10万 | 0.21% | 6,963 | 312 | 4.7% | $18.64万 | 加仓 |
| IYW | ISHARES TR | $420.64万 | 0.21% | 23,186 | 201 | 0.9% | $3.65万 | 加仓 |
| QUAL | ISHARES TR | $421.22万 | 0.21% | 21,960 | -410 | -1.8% | -$7.86万 | 减仓 |
| NFLX | NETFLIX INC. | $421.60万 | 0.21% | 43,848 | 3,674 | 9.1% | $35.33万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $423.34万 | 0.21% | 32,255 | 2,615 | 8.8% | $34.32万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $432.03万 | 0.22% | 92,098 | 13,042 | 16.5% | $61.18万 | 加仓 |
| VO | VANGUARD INDEX FDS | $434.75万 | 0.22% | 15,138 | 471 | 3.2% | $13.53万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $440.34万 | 0.22% | 86,342 | 1,732 | 2.0% | $8.83万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $477.60万 | 0.24% | 42,601 | 1,151 | 2.8% | $12.90万 | 加仓 |
| LLY | ELI LILLY & CO | $479.45万 | 0.24% | 5,213 | -125 | -2.3% | -$11.50万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $480.74万 | 0.24% | 36,173 | -2,535 | -6.5% | -$33.69万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $482.74万 | 0.24% | 56,853 | -189 | -0.3% | -$1.60万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $489.32万 | 0.24% | 70,003 | 10,192 | 17.0% | $71.24万 | 加仓 |
| AWR | AMER STATES WTR CO | $492.42万 | 0.25% | 65,118 | 4,809 | 8.0% | $36.37万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $499.47万 | 0.25% | 117,412 | 67,830 | 136.8% | $288.55万 | 加仓 |
| T | AT&T INC | $509.45万 | 0.25% | 175,734 | 4,866 | 2.8% | $14.11万 | 加仓 |
| VB | VANGUARD INDEX FDS | $534.80万 | 0.27% | 20,419 | 731 | 3.7% | $19.15万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $534.86万 | 0.27% | 8,849 | 340 | 4.0% | $20.55万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $556.97万 | 0.28% | 194,334 | 31,179 | 19.1% | $89.36万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $557.09万 | 0.28% | 157,505 | 1,220 | 0.8% | $4.32万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $567.31万 | 0.28% | 123,678 | -126 | -0.1% | -$5,780 | 减仓 |
| LIN | LINDE PLC | $568.76万 | 0.28% | 11,472 | 651 | 6.0% | $32.28万 | 加仓 |
| GWW | WW GRAINGER INC | $569.55万 | 0.28% | 5,221 | 199 | 4.0% | $21.71万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $574.05万 | 0.29% | 5,761 | -127 | -2.2% | -$12.65万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $576.42万 | 0.29% | 119,291 | 236 | 0.2% | $1.14万 | 加仓 |
| NDSN | NORDSON CORP | $582.56万 | 0.29% | 21,896 | 587 | 2.8% | $15.62万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $583.14万 | 0.29% | 65,921 | -39 | -0.1% | -$3,450 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $584.66万 | 0.29% | 126,004 | 126,004 | — | $584.66万 | 新建仓 |
| IJH | ISHARES TR | $588.68万 | 0.29% | 87,172 | -347 | -0.4% | -$2.34万 | 减仓 |
| SLV | ISHARES SILVER TR | $611.85万 | 0.31% | 89,793 | -8,827 | -9.0% | -$60.15万 | 减仓 |
| AVGO | BROADCOM INC | $618.54万 | 0.31% | 19,984 | 1,414 | 7.6% | $43.77万 | 加仓 |
| DOV | DOVER CORP | $649.23万 | 0.32% | 31,146 | 905 | 3.0% | $18.86万 | 加仓 |
| LOW | LOWES COS INC | $649.94万 | 0.33% | 27,507 | 1,085 | 4.1% | $25.64万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $660.58万 | 0.33% | 58,366 | 3,019 | 5.5% | $34.17万 | 加仓 |
| AFL | AFLAC INC | $663.33万 | 0.33% | 60,463 | 2,466 | 4.3% | $27.05万 | 加仓 |
| CAT | CATERPILLAR INC | $670.78万 | 0.34% | 9,468 | 4,335 | 84.5% | $307.12万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $673.58万 | 0.34% | 7,524 | -392 | -5.0% | -$35.09万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $682.16万 | 0.34% | 80,406 | -2,990 | -3.6% | -$25.37万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $688.21万 | 0.34% | 233,370 | 11,731 | 5.3% | $34.59万 | 加仓 |
| TSLA | TESLA INC | $694.47万 | 0.35% | 18,681 | -56 | -0.3% | -$2.08万 | 减仓 |
| CVX | CHEVRON CORPORATION | $695.01万 | 0.35% | 33,591 | 3,579 | 11.9% | $74.05万 | 加仓 |
| META | META PLATFORMS INC | $740.88万 | 0.37% | 12,949 | 900 | 7.5% | $51.49万 | 加仓 |
| DON | WISDOMTREE TR | $750.16万 | 0.38% | 142,778 | 1,272 | 0.9% | $6.68万 | 加仓 |
| EMR | EMERSON ELEC CO | $756.06万 | 0.38% | 57,706 | 1,785 | 3.2% | $23.39万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $771.94万 | 0.39% | 16,109 | 1,377 | 9.3% | $65.99万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $774.41万 | 0.39% | 35,646 | 452 | 1.3% | $9.82万 | 加仓 |
| SDY | SPDR SERIES TRUST | $788.69万 | 0.39% | 54,042 | -917 | -1.7% | -$13.38万 | 减仓 |
| COWG | PACER FDS TR | $796.57万 | 0.40% | 236,097 | 8,415 | 3.7% | $28.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $806.73万 | 0.40% | 27,425 | 3,969 | 16.9% | $116.75万 | 加仓 |
| GLD | SPDR GOLD TR | $845.52万 | 0.42% | 19,650 | 2,649 | 15.6% | $113.98万 | 加仓 |
| BX | BLACKSTONE INC | $848.01万 | 0.42% | 73,747 | 15,810 | 27.3% | $181.80万 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $852.06万 | 0.43% | 114,771 | 18,725 | 19.5% | $139.01万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $885.40万 | 0.44% | 106,997 | 4,049 | 3.9% | $33.51万 | 加仓 |
| GOOG | ALPHABET INC | $891.02万 | 0.45% | 31,061 | 1,561 | 5.3% | $44.78万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $893.81万 | 0.45% | 37,615 | 2,207 | 6.2% | $52.44万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $896.13万 | 0.45% | 161,407 | 8,563 | 5.6% | $47.54万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $904.08万 | 0.45% | 87,461 | 5,301 | 6.5% | $54.80万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $960.79万 | 0.48% | 21,997 | 182 | 0.8% | $7.95万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $962.65万 | 0.48% | 112,407 | 3,900 | 3.6% | $33.40万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $989.09万 | 0.49% | 197,857 | 3,052 | 1.6% | $15.26万 | 加仓 |
| RTX | RTX CORPORATION | $1,014.58万 | 0.51% | 52,596 | 1,096 | 2.1% | $21.14万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,024.16万 | 0.51% | 26,713 | 1,383 | 5.5% | $53.02万 | 加仓 |
| ILCG | ISHARES TR | $1,047.35万 | 0.52% | 109,694 | -631 | -0.6% | -$6.02万 | 减仓 |
| KO | COCA COLA CO | $1,053.50万 | 0.53% | 138,526 | 4,057 | 3.0% | $30.85万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,053.77万 | 0.53% | 43,474 | 1,891 | 4.5% | $45.84万 | 加仓 |