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 |
|---|---|---|---|---|---|---|---|---|
| SPMO | INVESCO EXCH TRADED FD TR II | $477.60万 | 0.24% | 42,601 | 1,151 | 2.8% | $12.90万 | 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 |
| VO | VANGUARD INDEX FDS | $434.75万 | 0.22% | 15,138 | 471 | 3.2% | $13.53万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $432.03万 | 0.22% | 92,098 | 13,042 | 16.5% | $61.18万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $423.34万 | 0.21% | 32,255 | 2,615 | 8.8% | $34.32万 | 加仓 |
| NFLX | NETFLIX INC. | $421.60万 | 0.21% | 43,848 | 3,674 | 9.1% | $35.33万 | 加仓 |
| QUAL | ISHARES TR | $421.22万 | 0.21% | 21,960 | -410 | -1.8% | -$7.86万 | 减仓 |
| IYW | ISHARES TR | $420.64万 | 0.21% | 23,186 | 201 | 0.9% | $3.65万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $416.10万 | 0.21% | 6,963 | 312 | 4.7% | $18.64万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $414.30万 | 0.21% | 37,399 | 3,955 | 11.8% | $43.81万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $407.42万 | 0.20% | 86,630 | -2,474 | -2.8% | -$11.64万 | 减仓 |
| MO | ALTRIA GROUP INC | $400.91万 | 0.20% | 60,753 | 2,920 | 5.0% | $19.27万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $398.12万 | 0.20% | 100,841 | 8,415 | 9.1% | $33.22万 | 加仓 |
| GE | GE AEROSPACE | $396.23万 | 0.20% | 13,963 | 181 | 1.3% | $5.14万 | 加仓 |
| MFSG | MFS ACTIVE EXCHANGE TRADED F | $393.78万 | 0.20% | 153,880 | -3,218 | -2.0% | -$8.23万 | 减仓 |
| V | VISA INC | $379.62万 | 0.19% | 12,560 | -185 | -1.5% | -$5.59万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $371.31万 | 0.19% | 78,104 | -2,928 | -3.6% | -$13.92万 | 减仓 |
| VHT | VANGUARD WORLD FD | $366.55万 | 0.18% | 13,460 | 956 | 7.6% | $26.03万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $366.17万 | 0.18% | 64,718 | 183 | 0.3% | $1.04万 | 加仓 |
| HD | HOME DEPOT INC | $365.34万 | 0.18% | 11,108 | 361 | 3.4% | $11.87万 | 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 |
| MCD | MCDONALDS CORP | $357.85万 | 0.18% | 11,514 | 102 | 0.9% | $3.17万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $357.70万 | 0.18% | 55,821 | 2,587 | 4.9% | $16.58万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $357.00万 | 0.18% | 11,867 | 17 | 0.1% | $5,114 | 加仓 |
| CSCO | CISCO SYS INC | $356.44万 | 0.18% | 45,938 | -1,528 | -3.2% | -$11.86万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $351.48万 | 0.18% | 10,400 | 964 | 10.2% | $32.58万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $341.24万 | 0.17% | 11,290 | -36 | -0.3% | -$1.09万 | 减仓 |
| COWZ | PACER FDS TR | $340.48万 | 0.17% | 54,424 | 1,239 | 2.3% | $7.75万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $334.59万 | 0.17% | 67,066 | 1,106 | 1.7% | $5.52万 | 加仓 |
| IXUS | ISHARES TR | $330.12万 | 0.17% | 38,102 | 666 | 1.8% | $5.77万 | 加仓 |
| ABBV | ABBVIE INC | $328.50万 | 0.16% | 15,104 | 1,493 | 11.0% | $32.47万 | 加仓 |
| BA | BOEING CO | $328.01万 | 0.16% | 16,480 | 935 | 6.0% | $18.61万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $327.83万 | 0.16% | 54,840 | -1,380 | -2.5% | -$8.25万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $326.81万 | 0.16% | 60,464 | 4,587 | 8.2% | $24.79万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $324.31万 | 0.16% | 15,942 | 1,991 | 14.3% | $40.50万 | 加仓 |
| ITM | VANECK ETF TRUST | $324.29万 | 0.16% | 69,845 | 1,477 | 2.2% | $6.86万 | 加仓 |
| IJR | ISHARES TR | $321.81万 | 0.16% | 25,887 | -84 | -0.3% | -$1.04万 | 减仓 |
| BAC | BANK AMERICA CORP | $312.14万 | 0.16% | 64,029 | -196 | -0.3% | -$9,555 | 减仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $308.34万 | 0.15% | 45,585 | -47,459 | -51.0% | -$321.01万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $306.85万 | 0.15% | 62,152 | -6,716 | -9.8% | -$33.16万 | 减仓 |
| PFE | PFIZER INC | $306.77万 | 0.15% | 109,250 | 2,878 | 2.7% | $8.08万 | 加仓 |
| AEE | AMEREN CORP | $303.88万 | 0.15% | 27,646 | -1,225 | -4.2% | -$13.46万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $299.64万 | 0.15% | 68,381 | 1,050 | 1.6% | $4.60万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $298.49万 | 0.15% | 74,269 | 12,249 | 19.8% | $49.23万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $297.67万 | 0.15% | 37,963 | 6,116 | 19.2% | $47.96万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $296.44万 | 0.15% | 18,122 | 2,474 | 15.8% | $40.47万 | 加仓 |
| GEV | GE VERNOVA INC | $295.95万 | 0.15% | 3,390 | 202 | 6.3% | $17.63万 | 加仓 |
| XAR | SPDR SERIES TRUST | $290.96万 | 0.15% | 11,456 | 979 | 9.3% | $24.87万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $284.19万 | 0.14% | 117,385 | 66,467 | 130.5% | $160.92万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $283.64万 | 0.14% | 56,502 | 14,530 | 34.6% | $72.94万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $275.82万 | 0.14% | 45,024 | 654 | 1.5% | $4.01万 | 加仓 |
| IWF | ISHARES TR | $275.50万 | 0.14% | 6,461 | 601 | 10.3% | $25.63万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $275.11万 | 0.14% | 29,620 | 2,133 | 7.8% | $19.81万 | 加仓 |
| USB | US BANCORP | $270.69万 | 0.14% | 52,045 | 676 | 1.3% | $3.52万 | 加仓 |
| MRK | MERCK & CO INC | $265.62万 | 0.13% | 22,082 | -534 | -2.4% | -$6.42万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $263.34万 | 0.13% | 7,673 | 217 | 2.9% | $7.45万 | 加仓 |
| MOAT | VANECK ETF TRUST | $260.72万 | 0.13% | 26,962 | 1,243 | 4.8% | $12.02万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $257.29万 | 0.13% | 27,737 | -120 | -0.4% | -$1.11万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $256.82万 | 0.13% | 50,605 | 5,100 | 11.2% | $25.88万 | 加仓 |
| PEP | PEPSICO INC | $253.94万 | 0.13% | 16,352 | 1,565 | 10.6% | $24.30万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $250.76万 | 0.13% | 15,166 | -232 | -1.5% | -$3.84万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $249.93万 | 0.13% | 29,570 | 4,491 | 17.9% | $37.96万 | 加仓 |
| NLR | VANECK ETF TRUST | $249.15万 | 0.12% | 18,706 | 3,448 | 22.6% | $45.92万 | 加仓 |
| TSN | TYSON FOODS INC | $248.51万 | 0.12% | 38,787 | -411 | -1.0% | -$2.63万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $246.78万 | 0.12% | 4,939 | 160 | 3.3% | $7.99万 | 加仓 |
| ORCL | ORACLE CORP | $243.21万 | 0.12% | 16,532 | 995 | 6.4% | $14.64万 | 加仓 |
| C | CITIGROUP INC | $241.50万 | 0.12% | 21,294 | 10,901 | 104.9% | $123.63万 | 加仓 |
| IWR | ISHARES TR | $236.90万 | 0.12% | 24,365 | 3,118 | 14.7% | $30.32万 | 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 |
| CB | CHUBB LTD SWITZ | $231.27万 | 0.12% | 7,096 | 2,613 | 58.3% | $85.16万 | 加仓 |
| DSI | ISHARES TR | $225.22万 | 0.11% | 18,584 | -1,675 | -8.3% | -$20.30万 | 减仓 |
| DE | DEERE & CO | $224.00万 | 0.11% | 3,977 | 630 | 18.8% | $35.48万 | 加仓 |
| ITA | ISHARES TR | $223.49万 | 0.11% | 10,217 | 1,590 | 18.4% | $34.78万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $221.27万 | 0.11% | 65,521 | 8,054 | 14.0% | $27.20万 | 加仓 |
| CMI | CUMMINS INC | $220.81万 | 0.11% | 4,104 | -21 | -0.5% | -$1.13万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $218.86万 | 0.11% | 75,134 | 19 | 0.0% | $553 | 加仓 |
| TFI | SPDR SERIES TRUST | $218.71万 | 0.11% | 48,237 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $216.11万 | 0.11% | 16,505 | 530 | 3.3% | $6.94万 | 加仓 |
| IBHF | ISHARES TR | $214.59万 | 0.11% | 93,505 | 4,126 | 4.6% | $9.47万 | 加仓 |
| MUB | ISHARES TR | $213.44万 | 0.11% | 20,107 | -5,069 | -20.1% | -$53.81万 | 减仓 |
| VFH | VANGUARD WORLD FD | $211.04万 | 0.11% | 17,469 | -63 | -0.4% | -$7,611 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $209.14万 | 0.10% | 14,297 | 2,546 | 21.7% | $37.24万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $208.72万 | 0.10% | 76,876 | 12,797 | 20.0% | $34.74万 | 加仓 |
| IVW | ISHARES TR | $208.37万 | 0.10% | 18,422 | -1,046 | -5.4% | -$11.83万 | 减仓 |
| CRM | SALESFORCE INC | $207.92万 | 0.10% | 11,138 | 575 | 5.4% | $10.73万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $207.54万 | 0.10% | 34,219 | 100 | 0.3% | $6,065 | 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 |
| TDI | TOUCHSTONE ETF TRUST | $203.91万 | 0.10% | 49,448 | 39,998 | 423.3% | $164.94万 | 加仓 |
| DIS | DISNEY WALT CO | $202.51万 | 0.10% | 21,012 | -332 | -1.6% | -$3.20万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $201.38万 | 0.10% | 42,200 | -3,085 | -6.8% | -$14.72万 | 减仓 |
| VDE | VANGUARD WORLD FD | $200.48万 | 0.10% | 11,586 | 1,192 | 11.5% | $20.63万 | 加仓 |
| PAVE | GLOBAL X FDS | $200.24万 | 0.10% | 39,410 | 3,034 | 8.3% | $15.42万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $198.70万 | 0.10% | 19,267 | 623 | 3.3% | $6.42万 | 加仓 |
| HEFA | ISHARES TR | $197.45万 | 0.10% | 46,465 | -614 | -1.3% | -$2.61万 | 减仓 |
| SUSA | ISHARES TR | $197.03万 | 0.10% | 14,916 | -1,150 | -7.2% | -$15.19万 | 减仓 |
| FWD | AB ACTIVE ETFS INC | $196.65万 | 0.10% | 18,114 | 18,114 | — | $196.65万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $194.47万 | 0.10% | 36,846 | 7,920 | 27.4% | $41.80万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $194.26万 | 0.10% | 19,454 | -512 | -2.6% | -$5.11万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $192.85万 | 0.10% | 5,708 | 595 | 11.6% | $20.10万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $191.91万 | 0.10% | 17,094 | -804 | -4.5% | -$9.03万 | 减仓 |