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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | $108.55万 | 0.05% | 3,589 | -222 | -5.8% | -$6.71万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $108.20万 | 0.05% | 21,503 | -695 | -3.1% | -$3.50万 | 减仓 |
| IWS | ISHARES TR | $107.52万 | 0.05% | 7,377 | -63 | -0.8% | -$9,182 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $107.08万 | 0.05% | 10,690 | 423 | 4.1% | $4.24万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $105.94万 | 0.05% | 22,666 | -326 | -1.4% | -$1.52万 | 减仓 |
| TJX | TJX COS INC NEW | $105.61万 | 0.05% | 6,613 | 58 | 0.9% | $9,263 | 加仓 |
| DVY | ISHARES TR | $104.49万 | 0.05% | 6,901 | 1,049 | 17.9% | $15.88万 | 加仓 |
| ET | ENERGY TRANSFER L P | $104.45万 | 0.05% | 54,120 | 426 | 0.8% | $8,222 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $103.77万 | 0.05% | 43,804 | -9,084 | -17.2% | -$21.52万 | 减仓 |
| XBI | SPDR SERIES TRUST | $103.11万 | 0.05% | 8,072 | 345 | 4.5% | $4.41万 | 加仓 |
| BIL | SPDR SERIES TRUST | $103.04万 | 0.05% | 11,244 | -442 | -3.8% | -$4.05万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $102.18万 | 0.05% | 7,332 | 238 | 3.4% | $3.32万 | 加仓 |
| KHC | KRAFT HEINZ CO | $101.19万 | 0.05% | 44,991 | 12,660 | 39.2% | $28.47万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $100.91万 | 0.05% | 19,863 | 173 | 0.9% | $8,788 | 加仓 |
| CLS | CELESTICA INC | $99.46万 | 0.05% | 3,531 | 129 | 3.8% | $3.63万 | 加仓 |
| CVS | CVS HEALTH CORP | $99.06万 | 0.05% | 13,793 | 294 | 2.2% | $2.11万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $98.58万 | 0.05% | 20,966 | 2,402 | 12.9% | $11.29万 | 加仓 |
| HDV | ISHARES TR | $98.38万 | 0.05% | 7,248 | 1,164 | 19.1% | $15.80万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $96.14万 | 0.05% | 24,663 | 1,763 | 7.7% | $6.87万 | 加仓 |
| QCOM | QUALCOMM INC | $95.86万 | 0.05% | 7,444 | -429 | -5.4% | -$5.52万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $95.73万 | 0.05% | 1,552 | 164 | 11.8% | $10.12万 | 加仓 |
| WM | WASTE MGMT INC DEL | $95.59万 | 0.05% | 4,160 | 111 | 2.7% | $2.55万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $94.34万 | 0.05% | 26,507 | -454 | -1.7% | -$1.62万 | 减仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $93.75万 | 0.05% | 16,355 | 220 | 1.4% | $1.26万 | 加仓 |
| MS | MORGAN STANLEY | $92.57万 | 0.05% | 5,625 | 429 | 8.3% | $7.06万 | 加仓 |
| TBIL | RBB FD INC | $91.62万 | 0.05% | 18,376 | -944 | -4.9% | -$4.71万 | 减仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $89.78万 | 0.04% | 40,588 | -247 | -0.6% | -$5,464 | 减仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $89.31万 | 0.04% | 55,234 | -1,460 | -2.6% | -$2.36万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $89.26万 | 0.04% | 7,270 | 2,286 | 45.9% | $28.07万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $89.10万 | 0.04% | 6,077 | -1,128 | -15.7% | -$16.54万 | 减仓 |
| VLO | VALERO ENERGY CORP | $89.00万 | 0.04% | 3,602 | -656 | -15.4% | -$16.21万 | 减仓 |
| CBRE | CBRE GROUP INC | $88.87万 | 0.04% | 6,561 | -277 | -4.1% | -$3.75万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $88.29万 | 0.04% | 17,644 | 3,524 | 25.0% | $17.63万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $86.75万 | 0.04% | 12,444 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $86.45万 | 0.04% | 2,408 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $84.91万 | 0.04% | 38,025 | -299 | -0.8% | -$6,677 | 减仓 |
| VOX | VANGUARD WORLD FD | $84.67万 | 0.04% | 4,708 | -1,540 | -24.6% | -$27.70万 | 减仓 |
| — | NUSHARES ETF TR | $84.58万 | 0.04% | 31,119 | 412 | 1.3% | $1.12万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $83.30万 | 0.04% | 10,999 | 0 | 0.0% | — | 不变 |
| PTY | PIMCO CORPORATE & INCOME OPP | $82.14万 | 0.04% | 68,112 | 2,391 | 3.6% | $2.88万 | 加仓 |
| IGV | ISHARES TR | $80.87万 | 0.04% | 10,103 | 10,103 | — | $80.87万 | 新建仓 |
| DGRW | WISDOMTREE TR | $80.59万 | 0.04% | 9,174 | -599 | -6.1% | -$5.26万 | 减仓 |
| GLW | CORNING INC | $80.24万 | 0.04% | 5,901 | -40 | -0.7% | -$5,439 | 减仓 |
| ATO | ATMOS ENERGY CORP | $80.01万 | 0.04% | 4,331 | -71 | -1.6% | -$1.31万 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $79.62万 | 0.04% | 43,318 | -3,775 | -8.0% | -$6.94万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $78.48万 | 0.04% | 26,031 | 26,031 | — | $78.48万 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $78.23万 | 0.04% | 22,037 | -489 | -2.2% | -$1.74万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $77.40万 | 0.04% | 2,772 | 487 | 21.3% | $13.60万 | 加仓 |
| AUR | AURORA INNOVATION INC | $77.14万 | 0.04% | 187,222 | 1,400 | 0.8% | $5,768 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $76.84万 | 0.04% | 15,489 | -330 | -2.1% | -$1.64万 | 减仓 |
| USAR | USA RARE EARTH INC | $76.60万 | 0.04% | 50,609 | 50,609 | — | $76.60万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $76.41万 | 0.04% | 2,402 | 33 | 1.4% | $1.05万 | 加仓 |
| MUST | COLUMBIA ETF TR I | $76.39万 | 0.04% | 37,245 | -5,947 | -13.8% | -$12.20万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $76.34万 | 0.04% | 2,660 | 1 | 0.0% | $287 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $76.15万 | 0.04% | 5,809 | -446 | -7.1% | -$5.85万 | 减仓 |
| F | FORD MTR CO | $76.09万 | 0.04% | 65,939 | -1,438 | -2.1% | -$1.66万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $75.93万 | 0.04% | 2,614 | -80 | -3.0% | -$2.32万 | 减仓 |
| DIOD | DIODES INC | $75.84万 | 0.04% | 11,110 | 11,110 | — | $75.84万 | 新建仓 |
| PNR | PENTAIR PLC | $74.72万 | 0.04% | 8,577 | -54 | -0.6% | -$4,704 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $74.69万 | 0.04% | 15,181 | 756 | 5.2% | $3.72万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $74.59万 | 0.04% | 22,353 | 665 | 3.1% | $2.22万 | 加仓 |
| SR | SPIRE INC | $74.29万 | 0.04% | 8,205 | 241 | 3.0% | $2.18万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $74.15万 | 0.04% | 6,177 | -353 | -5.4% | -$4.24万 | 减仓 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $73.98万 | 0.04% | 17,460 | 500 | 2.9% | $2.12万 | 加仓 |
| SO | SOUTHERN CO | $73.95万 | 0.04% | 7,661 | 863 | 12.7% | $8.33万 | 加仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $73.35万 | 0.04% | 13,556 | 9 | 0.1% | $487 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $73.14万 | 0.04% | 20,654 | 202 | 1.0% | $7,153 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $73.11万 | 0.04% | 17,906 | -402 | -2.2% | -$1.64万 | 减仓 |
| IWP | ISHARES TR | $72.27万 | 0.04% | 5,641 | -7 | -0.1% | -$897 | 减仓 |
| EFAV | ISHARES TR | $72.07万 | 0.04% | 7,888 | -49 | -0.6% | -$4,477 | 减仓 |
| IDV | ISHARES TR | $71.95万 | 0.04% | 16,905 | 6,966 | 70.1% | $29.65万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.04% | 1 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $71.81万 | 0.04% | 7,969 | 1,003 | 14.4% | $9.04万 | 加仓 |
| EMXC | ISHARES INC | $70.89万 | 0.04% | 9,012 | 877 | 10.8% | $6.90万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $70.42万 | 0.04% | 17,255 | 1,713 | 11.0% | $6.99万 | 加仓 |
| GME | GAMESTOP CORP | $69.00万 | 0.03% | 29,946 | 324 | 1.1% | $7,465 | 加仓 |
| EFA | ISHARES TR | $68.57万 | 0.03% | 7,060 | 217 | 3.2% | $2.11万 | 加仓 |
| ARKK | ARK ETF TR | $67.65万 | 0.03% | 10,009 | -141 | -1.4% | -$9,530 | 减仓 |
| VAW | VANGUARD WORLD FD | $67.61万 | 0.03% | 3,000 | 179 | 6.3% | $4.03万 | 加仓 |
| PYLD | PIMCO ETF TR | $67.57万 | 0.03% | 25,789 | 4,859 | 23.2% | $12.73万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $67.20万 | 0.03% | 8,840 | 624 | 7.6% | $4.74万 | 加仓 |
| URA | GLOBAL X FDS | $67.20万 | 0.03% | 13,875 | 13,875 | — | $67.20万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $67.15万 | 0.03% | 9,335 | 3,273 | 54.0% | $23.54万 | 加仓 |
| MPC | MARATHON PETE CORP | $67.05万 | 0.03% | 2,746 | 133 | 5.1% | $3.25万 | 加仓 |
| NOW | SERVICENOW INC | $66.25万 | 0.03% | 6,337 | 4,510 | 246.9% | $47.15万 | 加仓 |
| TXN | TEXAS INSTRS INC | $66.17万 | 0.03% | 3,408 | 60 | 1.8% | $1.16万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $66.07万 | 0.03% | 4,160 | -33 | -0.8% | -$5,241 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $65.80万 | 0.03% | 24,163 | 6,655 | 38.0% | $18.12万 | 加仓 |
| IYJ | ISHARES TR | $65.74万 | 0.03% | 4,456 | 31 | 0.7% | $4,574 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $65.22万 | 0.03% | 2,825 | 266 | 10.4% | $6.14万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $65.11万 | 0.03% | 20,147 | 2,850 | 16.5% | $9.21万 | 加仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $64.96万 | 0.03% | 27,810 | 1,398 | 5.3% | $3.27万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $64.76万 | 0.03% | 3,112 | 237 | 8.2% | $4.93万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $64.52万 | 0.03% | 16,792 | 3,785 | 29.1% | $14.54万 | 加仓 |
| AMGN | AMGEN INC | $64.33万 | 0.03% | 1,828 | -284 | -13.4% | -$9.99万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $63.08万 | 0.03% | 7,694 | -387 | -4.8% | -$3.17万 | 减仓 |
| MINO | PIMCO ETF TR | $62.69万 | 0.03% | 13,879 | 6,298 | 83.1% | $28.45万 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $62.64万 | 0.03% | 25,515 | 732 | 3.0% | $1.80万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $62.55万 | 0.03% | 3,162 | 56 | 1.8% | $1.11万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $62.31万 | 0.03% | 4,119 | -748 | -15.4% | -$11.32万 | 减仓 |