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 |
|---|---|---|---|---|---|---|---|---|
| TOTL | SSGA ACTIVE ETF TR | $1,064.06万 | 0.53% | 267,823 | 45,161 | 20.3% | $179.42万 | 加仓 |
| CALF | PACER FDS TR | $1,099.97万 | 0.55% | 245,146 | 15,848 | 6.9% | $71.11万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,104.63万 | 0.55% | 146,912 | 37,545 | 34.3% | $282.30万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,136.06万 | 0.57% | 102,182 | 16,253 | 18.9% | $180.70万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $1,161.01万 | 0.58% | 453,166 | 69,688 | 18.2% | $178.54万 | 加仓 |
| DGRO | ISHARES TR | $1,169.97万 | 0.59% | 166,711 | 1,631 | 1.0% | $11.45万 | 加仓 |
| IWM | ISHARES TR | $1,199.27万 | 0.60% | 48,358 | 2,380 | 5.2% | $59.02万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,201.13万 | 0.60% | 263,290 | 6,350 | 2.5% | $28.97万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,207.35万 | 0.60% | 163,953 | 2,264 | 1.4% | $16.67万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,214.97万 | 0.61% | 61,925 | 2,055 | 3.4% | $40.32万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,218.07万 | 0.61% | 178,393 | 9,869 | 5.9% | $67.39万 | 加仓 |
| GOOGL | ALPHABET INC | $1,245.71万 | 0.62% | 43,320 | 800 | 1.9% | $23.00万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,276.24万 | 0.64% | 208,127 | 36,708 | 21.4% | $225.09万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,293.24万 | 0.65% | 167,562 | 14,206 | 9.3% | $109.64万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $1,325.59万 | 0.66% | 105,264 | 15,502 | 17.3% | $195.22万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,420.52万 | 0.71% | 381,859 | 46,436 | 13.8% | $172.74万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,458.51万 | 0.73% | 31,488 | 3,968 | 14.4% | $183.80万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,506.22万 | 0.75% | 61,619 | 2,666 | 4.5% | $65.17万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $1,507.21万 | 0.75% | 771,743 | 63,114 | 8.9% | $123.26万 | 加仓 |
| — | EXXON MOBIL CORP | $1,513.28万 | 0.76% | 89,195 | -3,380 | -3.7% | -$57.35万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,534.09万 | 0.77% | 336,054 | 46,770 | 16.2% | $213.51万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,569.26万 | 0.78% | 108,645 | 876 | 0.8% | $12.65万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $1,574.81万 | 0.79% | 469,532 | 78,948 | 20.2% | $264.79万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,634.72万 | 0.82% | 343,934 | 39,441 | 13.0% | $187.46万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $1,668.87万 | 0.83% | 850,379 | 72,510 | 9.3% | $142.30万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,672.68万 | 0.84% | 52,139 | -1,926 | -3.6% | -$61.79万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $1,675.30万 | 0.84% | 820,301 | 103,168 | 14.4% | $210.70万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,737.02万 | 0.87% | 225,266 | -3,911 | -1.7% | -$30.16万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,831.21万 | 0.92% | 85,149 | -10,878 | -11.3% | -$233.94万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,843.77万 | 0.92% | 28,351 | -136 | -0.5% | -$8.84万 | 减仓 |
| MINT | PIMCO ETF TR | $1,852.59万 | 0.93% | 184,207 | -3,288 | -1.8% | -$33.07万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,877.93万 | 0.94% | 191,802 | 21,692 | 12.8% | $212.39万 | 加仓 |
| AMZN | AMAZON COM INC | $2,091.83万 | 1.05% | 100,438 | 5,680 | 6.0% | $118.30万 | 加仓 |
| WMT | WALMART INC | $2,246.03万 | 1.12% | 180,723 | -2,511 | -1.4% | -$31.21万 | 减仓 |
| USMV | ISHARES TR | $2,374.65万 | 1.19% | 256,054 | 2,292 | 0.9% | $21.26万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,400.09万 | 1.20% | 41,583 | 565 | 1.4% | $32.61万 | 加仓 |
| BOND | PIMCO ETF TR | $2,601.32万 | 1.30% | 281,894 | 19,231 | 7.3% | $177.46万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,898.11万 | 1.45% | 78,292 | 4,129 | 5.6% | $152.84万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,631.23万 | 2.32% | 265,552 | 11,496 | 4.5% | $200.49万 | 加仓 |
| IVV | ISHARES TR | $4,782.14万 | 2.39% | 73,210 | -2,075 | -2.8% | -$135.54万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $4,829.70万 | 2.42% | 631,003 | 28,837 | 4.8% | $220.72万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $6,609.69万 | 3.31% | 1,116,124 | 1,086 | 0.1% | $6.43万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $7,889.48万 | 3.95% | 673,279 | 3,036 | 0.5% | $35.58万 | 加仓 |
| AAPL | APPLE INC | $8,729.99万 | 4.37% | 343,985 | 1,990 | 0.6% | $50.50万 | 加仓 |