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
DBA INVESCO DB MULTI-SECTOR COMM $40.43万0.02%14,800 14,800— $40.43万 新建仓
— ADVISORSHARES TR $40.22万0.02%6,210 -93-1.5% -$6,023 减仓
EVIM MORGAN STANLEY ETF TRUST $40.07万0.02%7,625 5007.0% $2.63万 加仓
YEAR AB ACTIVE ETFS INC $39.90万0.02%7,904 370.5% $1,868 加仓
— VANECK ETF TRUST $39.89万0.02%8,075 8,075— $39.89万 新建仓
QTUM ETF SER SOLUTIONS $39.78万0.02%3,707 1,45264.4% $15.58万 加仓
AZN ASTRAZENECA PLC $39.76万0.02%2,016 2,016— $39.76万 新建仓
CASY CASEYS GEN STORES INC $39.74万0.02%546 8418.2% $6.11万 加仓
EOG EOG RES INC $39.60万0.02%2,739 25910.4% $3.74万 加仓
XOP SPDR SERIES TRUST $39.46万0.02%2,170 44425.7% $8.07万 加仓
XLU SELECT SECTOR SPDR TR $38.95万0.02%8,487 640.8% $2,937 加仓
— WARNER BROS DISCOVERY INC $38.85万0.02%14,149 2,60622.6% $7.16万 加仓
IJJ ISHARES TR $38.79万0.02%2,928 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD $38.73万0.02%3,087 772.6% $9,660 加仓
STZ CONSTELLATION BRANDS INC $38.34万0.02%2,556 -75-2.9% -$1.12万 减仓
SPGM SPDR INDEX SHS FDS $38.27万0.02%5,055 00.0% — 不变
SBUX STARBUCKS CORP $38.13万0.02%4,257 -135-3.1% -$1.21万 减仓
ACN ACCENTURE PLC IRELAND $37.96万0.02%1,915 130.7% $2,577 加仓
GRPM INVESCO EXCHANGE TRADED FD T $37.96万0.02%3,210 -1,081-25.2% -$12.78万 减仓
WMB WILLIAMS COS INC $37.05万0.02%5,090 98524.0% $7.17万 加仓
CQP CHENIERE ENERGY PARTNERS L P $37.05万0.02%5,732 731.3% $4,718 加仓
BKR BAKER HUGHES COMPANY $36.99万0.02%6,060 6,060— $36.99万 新建仓
IAU ISHARES GOLD TR $36.89万0.02%4,185 1323.3% $1.16万 加仓
LNT ALLIANT ENERGY CORP $36.56万0.02%5,095 90021.5% $6.46万 加仓
EZM WISDOMTREE TR $36.53万0.02%5,435 -316-5.5% -$2.12万 减仓
UL UNILEVER PLC $36.37万0.02%6,385 2,34958.2% $13.38万 加仓
CGUS CAPITAL GROUP CORE EQUITY ET $36.35万0.02%9,461 00.0% — 不变
MSTR STRATEGY INC $36.29万0.02%2,908 2,908— $36.29万 新建仓
ISRG INTUITIVE SURGICAL INC $35.96万0.02%780 -31-3.8% -$1.43万 减仓
DFAU DIMENSIONAL ETF TRUST $35.72万0.02%7,916 1,29519.6% $5.84万 加仓
JCI JOHNSON CONTROLS INTERNATION $35.59万0.02%2,718 20.1% $262 加仓
IETC ISHARES U S ETF TR $35.59万0.02%4,027 -900-18.3% -$7.95万 减仓
SNX TD SYNNEX CORPORATION $35.46万0.02%2,102 643.1% $1.08万 加仓
HYD VANECK ETF TRUST $35.19万0.02%7,018 7,018— $35.19万 新建仓
SHYM BLACKROCK ETF TRUST II $35.04万0.02%15,914 15,914— $35.04万 新建仓
ATMU ATMUS FILTRATION TECHNOLOGIE $34.88万0.02%6,145 -292-4.5% -$1.66万 减仓
XYL XYLEM INC $34.52万0.02%2,888 -15-0.5% -$1,793 减仓
MGA MAGNA INTL INC $34.49万0.02%6,181 6,181— $34.49万 新建仓
VTWV VANGUARD SCOTTSDALE FDS $34.29万0.02%2,050 -354-14.7% -$5.92万 减仓
ADBE ADOBE INC $34.18万0.02%1,406 22318.9% $5.42万 加仓
PDX PIMCO DYNAMIC INCOME STRATEG $34.02万0.02%15,421 -563-3.5% -$1.24万 减仓
— INVESCO VALUE MUN INCOME TR $33.99万0.02%27,953 10,04756.1% $12.22万 加仓
ON ON SEMICONDUCTOR CORP $33.98万0.02%5,489 500.9% $3,096 加仓
DISV DIMENSIONAL ETF TRUST $33.51万0.02%8,496 8,496— $33.51万 新建仓
— INVESCO EXCH TRADED FD TR II $33.39万0.02%10,596 -92-0.9% -$2,899 减仓
HSBC HSBC HLDGS PLC $33.24万0.02%4,030 942.4% $7,753 加仓
DG DOLLAR GEN CORP $33.07万0.02%2,785 -48-1.7% -$5,699 减仓
FPE FIRST TR EXCH TRADED FD III $33.07万0.02%18,630 360.2% $639 加仓
YUM YUM BRANDS INC $32.89万0.02%2,115 -42-1.9% -$6,531 减仓
SIL GLOBAL X FDS $32.83万0.02%3,645 3,645— $32.83万 新建仓
INSM INSMED INC $32.70万0.02%2,000 00.0% — 不变
O REALTY INCOME CORP $32.60万0.02%5,329 -138-2.5% -$8,443 减仓
PALC PACER FDS TR $32.49万0.02%6,272 170.3% $881 加仓
IBDW ISHARES TR $32.44万0.02%15,497 00.0% — 不变
— EATON VANCE SHORT DURATION D $32.40万0.02%30,311 -3,008-9.0% -$3.22万 减仓
TREE LENDINGTREE INC $32.32万0.02%7,538 -80-1.1% -$3,430 减仓
TOUS T ROWE PRICE ETF INC $32.31万0.02%9,354 00.0% — 不变
ECL ECOLAB INC $32.30万0.02%1,214 1,214— $32.30万 新建仓
IBDR ISHARES TR $32.25万0.02%13,306 -287-2.1% -$6,957 减仓
— ISHARES ETHEREUM TR $31.87万0.02%20,134 6,80051.0% $10.76万 加仓
XME SPDR SERIES TRUST $31.78万0.02%2,942 2,942— $31.78万 新建仓
TLT ISHARES TR $31.70万0.02%3,657 -118-3.1% -$1.02万 减仓
BGIG ETF SER SOLUTIONS $31.49万0.02%9,467 9,467— $31.49万 新建仓
HOOD ROBINHOOD MKTS INC $31.42万0.02%4,534 -466-9.3% -$3.23万 减仓
TROW PRICE T ROWE GROUP INC $31.26万0.02%3,468 80230.1% $7.23万 加仓
PAAA PGIM ETF TR $31.18万0.02%6,093 2534.3% $1.29万 加仓
FYC FIRST TR EXCHANGE-TRADED ALP $31.14万0.02%3,211 00.0% — 不变
HAL HALLIBURTON CO $31.09万0.02%7,973 90.1% $351 加仓
EVRG EVERGY INC $30.95万0.02%3,778 160.4% $1,311 加仓
ADM ARCHER DANIELS MIDLAND CO $30.47万0.02%4,192 431.0% $3,125 加仓
LRCX LAM RESEARCH CORP $30.43万0.02%1,424 261.9% $5,555 加仓
SPYD SPDR SERIES TRUST $30.41万0.02%6,682 150.2% $683 加仓
SYFI AB ACTIVE ETFS INC $30.37万0.02%8,550 480.6% $1,705 加仓
BTI BRITISH AMERN TOB PLC $30.36万0.02%5,192 -110-2.1% -$6,431 减仓
CRWV COREWEAVE INC $30.12万0.02%3,888 -28-0.7% -$2,169 减仓
JEPI J P MORGAN EXCHANGE TRADED F $30.03万0.02%5,298 5,298— $30.03万 新建仓
— INVESCO TR INVT GRADE MUNS $30.01万0.02%30,404 13,23977.1% $13.07万 加仓
LGLV SPDR SERIES TRUST $29.89万0.01%1,678 00.0% — 不变
WRB BERKLEY W R CORP $29.87万0.01%4,506 00.0% — 不变
ITOT ISHARES TR $29.71万0.01%2,086 1497.7% $2.12万 加仓
WCMI FIRST TR EXCHANGE-TRADED FD $29.60万0.01%17,650 00.0% — 不变
— INVESCO QUALITY MUN INCOME T $29.52万0.01%30,682 15,343100.0% $14.76万 加仓
MLRG ISHARES TR $29.41万0.01%3,273 30.1% $270 加仓
SPG SIMON PPTY GROUP INC NEW $29.07万0.01%1,559 40.3% $746 加仓
LYB LYONDELLBASELL INDUSTRIES NV $29.03万0.01%3,604 -2,508-41.0% -$20.20万 减仓
IWL ISHARES TR $28.97万0.01%1,805 00.0% — 不变
AMT AMERICAN TOWER CORP $28.96万0.01%1,678 -22-1.3% -$3,797 减仓
ITW ILLINOIS TOOL WKS INC $28.55万0.01%1,097 10.1% $260 加仓
VONV VANGUARD SCOTTSDALE FDS $28.51万0.01%3,042 40.1% $375 加仓
INCM FRANKLIN TEMPLETON ETF TR $28.36万0.01%9,865 00.0% — 不变
SPGI S&P GLOBAL INC $28.35万0.01%666 355.5% $1.49万 加仓
MET METLIFE INC $28.11万0.01%3,975 60.2% $424 加仓
ZS ZSCALER INC $28.10万0.01%2,003 2,003— $28.10万 新建仓
FE FIRSTENERGY CORP $27.99万0.01%5,525 00.0% — 不变
FTNT FORTINET INC $27.99万0.01%3,425 50517.3% $4.13万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $27.74万0.01%948 131.4% $3,804 加仓
TPR TAPESTRY INC $27.65万0.01%1,960 623.3% $8,747 加仓
HTGC HERCULES CAPITAL INC $27.52万0.01%18,632 -2,418-11.5% -$3.57万 减仓
OBDC BLUE OWL CAPITAL CORPORATION $27.46万0.01%24,833 -5,403-17.9% -$5.98万 减仓
KEY KEYCORP $27.41万0.01%13,670 -612-4.3% -$1.23万 减仓