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
VONG VANGUARD SCOTTSDALE FDS $60.95万0.03%5,557 00.0% — 不变
RIO RIO TINTO PLC $60.58万0.03%6,494 00.0% — 不变
IJS ISHARES TR $60.46万0.03%5,105 531.0% $6,277 加仓
TMO THERMO FISHER SCIENTIFIC INC $60.11万0.03%1,223 61199.8% $30.03万 加仓
SYY SYSCO CORP $59.97万0.03%8,407 10.0% $71 加仓
HRL HORMEL FOODS CORP $59.77万0.03%26,390 26,390— $59.77万 新建仓
TRFK PACER FDS TR $59.46万0.03%9,553 3623.9% $2.25万 加仓
EPS WISDOMTREE TR $59.28万0.03%8,703 100.1% $681 加仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $58.64万0.03%18,575 4,30030.1% $13.58万 加仓
SPGP INVESCO EXCHANGE TRADED FD T $58.47万0.03%5,433 72115.3% $7.76万 加仓
IDMO INVESCO EXCH TRADED FD TR II $58.43万0.03%10,655 9069.3% $4.97万 加仓
OXY OCCIDENTAL PETE CORP $57.81万0.03%8,894 1631.9% $1.06万 加仓
COF CAPITAL ONE FINL CORP $57.55万0.03%3,155 1565.2% $2.85万 加仓
XMMO INVESCO EXCHANGE TRADED FD T $57.52万0.03%3,966 82026.1% $11.89万 加仓
NEM NEWMONT CORP $56.99万0.03%5,265 2,21372.5% $23.96万 加仓
SHW SHERWIN WILLIAMS CO $56.84万0.03%1,773 00.0% — 不变
DCI DONALDSON INC $56.72万0.03%6,684 -40-0.6% -$3,395 减仓
UNH UNITEDHEALTH GROUP INC $56.62万0.03%2,093 1065.3% $2.87万 加仓
AGG ISHARES TR $55.68万0.03%5,609 -2,425-30.2% -$24.07万 减仓
IWB ISHARES TR $55.53万0.03%1,557 00.0% — 不变
BIDD BLACKROCK ETF TRUST $55.25万0.03%19,434 -1,161-5.6% -$3.30万 减仓
ARKQ ARK ETF TR $55.24万0.03%4,912 1,72053.9% $19.34万 加仓
EME EMCOR GROUP INC $55.16万0.03%747 81.1% $5,908 加仓
NXTG FIRST TR EXCHANGE-TRADED FD $55.16万0.03%4,929 -131-2.6% -$1.47万 减仓
SCHW SCHWAB CHARLES CORP $55.01万0.03%5,854 921.6% $8,646 加仓
RLY SSGA ACTIVE ETF TR $54.53万0.03%15,083 7825.5% $2.83万 加仓
ADP AUTOMATIC DATA PROCESSING IN $54.37万0.03%2,676 25410.5% $5.16万 加仓
— COTERRA ENERGY INC $54.17万0.03%15,415 7,19087.4% $25.27万 加仓
TRIN TRINITY CAP INC $53.93万0.03%36,660 2,1646.3% $3.18万 加仓
QTEC FIRST TR EXCHANGE-TRADED FD $53.89万0.03%2,495 -310-11.1% -$6.70万 减仓
CL COLGATE PALMOLIVE CO $53.85万0.03%6,318 -13-0.2% -$1,108 减仓
GSK GSK PLC $53.82万0.03%9,751 -258-2.6% -$1.42万 减仓
VTWG VANGUARD SCOTTSDALE FDS $53.77万0.03%2,348 32716.2% $7.49万 加仓
NOBL PROSHARES TR $53.62万0.03%5,058 2124.4% $2.25万 加仓
SPYI NEOS ETF TRUST $53.61万0.03%10,859 2662.5% $1.31万 加仓
FLQM FRANKLIN TEMPLETON ETF TR $53.61万0.03%9,759 -635-6.1% -$3.49万 减仓
SRE SEMPRA $53.22万0.03%5,477 430.8% $4,179 加仓
ARKW ARK ETF TR $53.00万0.03%4,394 49512.7% $5.97万 加仓
PRU PRUDENTIAL FINL INC $52.47万0.03%5,371 81617.9% $7.97万 加仓
KLAC KLA CORP $52.12万0.03%354 00.0% — 不变
CWI SPDR INDEX SHS FDS $51.95万0.03%14,198 -83-0.6% -$3,037 减仓
VSGX VANGUARD WORLD FD $51.94万0.03%7,241 -723-9.1% -$5.19万 减仓
LBTYK LIBERTY GLOBAL LTD $51.83万0.03%44,184 44,184— $51.83万 新建仓
SJM SMUCKER J M CO $51.67万0.03%5,358 3507.0% $3.38万 加仓
NVS NOVARTIS AG $51.34万0.03%3,361 110.3% $1,680 加仓
FNY FIRST TR EXCHANGE-TRADED ALP $51.26万0.03%5,665 00.0% — 不变
CSX CSX CORP $51.16万0.03%12,463 -177-1.4% -$7,266 减仓
TMDX TRANSMEDICS GROUP INC $50.67万0.03%5,097 -19-0.4% -$1,889 减仓
JMEE J P MORGAN EXCHANGE TRADED F $50.45万0.03%7,556 82512.3% $5.51万 加仓
EQIX EQUINIX INC $49.40万0.02%504 -7-1.4% -$6,862 减仓
KKR KKR & CO INC $49.18万0.02%5,317 -1,479-21.8% -$13.68万 减仓
OZK BANK OZK LITTLE ROCK ARK $48.80万0.02%10,634 4,23166.1% $19.42万 加仓
FCX FREEPORT MCMORAN INC $48.61万0.02%8,269 -152-1.8% -$8,935 减仓
CHWY CHEWY INC $48.55万0.02%17,983 -59-0.3% -$1,593 减仓
PDI PIMCO DYNAMIC INCOME FD $48.55万0.02%28,373 1,4175.3% $2.42万 加仓
FDUS FIDUS INVT CORP $48.47万0.02%27,826 -2,299-7.6% -$4.00万 减仓
MP MP MATERIALS CORP $48.28万0.02%10,004 5,868141.9% $28.32万 加仓
DLN WISDOMTREE TR $48.05万0.02%5,379 00.0% — 不变
AOS SMITH A O CORP $47.97万0.02%7,275 1862.6% $1.23万 加仓
EUSA ISHARES INC $47.71万0.02%4,688 -138-2.9% -$1.40万 减仓
ARCC ARES CAPITAL CORP $47.68万0.02%26,460 -4,973-15.8% -$8.96万 减仓
ONEY SPDR SERIES TRUST $47.38万0.02%3,947 1,29348.7% $15.52万 加仓
LECO LINCOLN ELEC HLDGS INC $47.33万0.02%1,900 00.0% — 不变
PAYX PAYCHEX INC $47.13万0.02%5,116 74116.9% $6.83万 加仓
UNG UNITED STS NAT GAS FD LP $46.36万0.02%39,519 39,519— $46.36万 新建仓
CI THE CIGNA GROUP $46.29万0.02%1,735 22715.1% $6.06万 加仓
MGK VANGUARD WORLD FD $46.27万0.02%1,259 20.2% $735 加仓
AOA ISHARES TR $45.86万0.02%5,182 280.5% $2,478 加仓
CAH CARDINAL HEALTH INC $45.80万0.02%2,168 20.1% $423 加仓
SOXX ISHARES TR $45.77万0.02%1,393 1048.1% $3.42万 加仓
XMVM INVESCO EXCHANGE TRADED FD T $45.70万0.02%7,017 2233.3% $1.45万 加仓
SKYY FIRST TR EXCHANGE-TRADED FD $45.26万0.02%4,139 00.0% — 不变
FALN ISHARES TR $45.26万0.02%16,938 6,78066.7% $18.12万 加仓
NUE NUCOR CORP $45.24万0.02%2,675 10.0% $169 加仓
PULS PGIM ETF TR $45.04万0.02%9,098 2,28333.5% $11.30万 加仓
BPRE BLUEROCK PVT REAL ESTATE FD $44.82万0.02%26,984 6072.3% $1.01万 加仓
FITB FIFTH THIRD BANCORP $44.51万0.02%9,581 4154.5% $1.93万 加仓
CGMM CAPITAL GROUP EQUITY ETF TR $44.29万0.02%15,086 3,52430.5% $10.35万 加仓
ULTA ULTA BEAUTY INC $44.27万0.02%847 313.8% $1.62万 加仓
LEN LENNAR CORP $44.25万0.02%5,096 5,096— $44.25万 新建仓
TMUS T-MOBILE US INC $44.21万0.02%2,105 37821.9% $7.94万 加仓
RCL ROYAL CARIBBEAN GROUP $44.12万0.02%1,603 -205-11.3% -$5.64万 减仓
MAR MARRIOTT INTL INC NEW $43.89万0.02%1,342 80.6% $2,617 加仓
RDVI FIRST TR EXCHANGE-TRADED FD $43.84万0.02%17,157 1,0246.3% $2.62万 加仓
D DOMINION ENERGY INC $43.43万0.02%7,025 -291-4.0% -$1.80万 减仓
ABM ABM INDS INC $43.39万0.02%11,265 410.4% $1,579 加仓
BEN FRANKLIN RESOURCES INC $43.12万0.02%18,258 20.0% $47 加仓
IRM IRON MTN INC DEL $42.40万0.02%4,151 310.8% $3,167 加仓
URI UNITED RENTALS INC $42.10万0.02%578 -29-4.8% -$2.11万 减仓
AHR AMERICAN HEALTHCARE REIT INC $41.94万0.02%8,893 1,45319.5% $6.85万 加仓
KMB KIMBERLY-CLARK CORP $41.76万0.02%4,328 -179-4.0% -$1.73万 减仓
EFV ISHARES TR $41.74万0.02%5,614 -2,795-33.2% -$20.78万 减仓
FXR FIRST TR EXCHANGE-TRADED FD $41.70万0.02%5,109 10.0% $82 加仓
USMC PRINCIPAL EXCHANGE TRADED FD $41.66万0.02%6,478 -207-3.1% -$1.33万 减仓
QQEW FIRST TR EXCHANGE-TRADED FD $41.52万0.02%3,270 491.5% $6,221 加仓
MDLZ MONDELEZ INTL INC $41.51万0.02%7,202 711.0% $4,093 加仓
OKTA OKTA INC $41.09万0.02%5,220 5,220— $41.09万 新建仓
— FRANKLIN TEMPLETON ETF TR $41.03万0.02%6,346 110.2% $711 加仓
SLYV SPDR SERIES TRUST $41.02万0.02%4,337 -5-0.1% -$473 减仓
VDC VANGUARD WORLD FD $40.86万0.02%1,819 90.5% $2,022 加仓