13F 机构持仓

Cornerstone Wealth Group, LLC

HUNTERSVILLE NC · SEC CIK 0001774879

2026Q22026Q1 更早 9 个季度 🔒
$16.18亿2026Q1 申报市值
447持仓数
31.3%前十大占比 · 第一大 5.4%
74 / 20新建仓 / 清仓
申报市值走势$16.87亿2026Q2
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

SPY 5.4%
AAPL 4.6%
IVV 3.2%
NVDA 3.1%
MSFT 3.1%
VUG 3.0%
IDEV 2.8%
AVGO 2.2%
SCHX 2.1%
GOOGL 1.8%

2026Q1 买入最多 按季末市值估算

VUG 加仓+$4,181.48万
BKNG 加仓+$1,743.07万
AVEM 新建仓+$933.38万
VTV 新建仓+$821.39万
MSFT 加仓+$803.61万

2026Q1 卖出最多 按季末市值估算

LVHI 减仓-$1,382.21万
DPZ 清仓-$905.15万
IWM 减仓-$789.78万
IEMG 减仓-$784.78万
SPY 减仓-$708.37万

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
CASY CASEYS GEN STORES INC $38.39万0.02%491 -13-2.6% -$1.02万 减仓
MTB M & T BK CORP $38.57万0.02%1,762 -13-0.7% -$2,846 减仓
LHX L3HARRIS TECHNOLOGIES INC $38.69万0.02%1,137 646.0% $2.18万 加仓
RJF RAYMOND JAMES FINL INC $38.72万0.02%2,506 -42-1.6% -$6,489 减仓
VLY VALLEY NATL BANCORP $39.12万0.02%29,194 10.0% $13 加仓
SCHW SCHWAB CHARLES CORP $39.19万0.02%4,262 992.4% $9,104 加仓
JCI JOHNSON CONTROLS INTERNATION $39.57万0.02%2,832 69732.6% $9.74万 加仓
— INNOVATOR ETFS TRUST $39.93万0.02%10,280 -262-2.5% -$1.02万 减仓
ISRG INTUITIVE SURGICAL INC $40.46万0.03%896 -66-6.9% -$2.98万 减仓
— INNOVATOR ETFS TRUST $40.75万0.03%11,390 00.0% — 不变
— INNOVATOR ETFS TRUST $41.29万0.03%10,094 00.0% — 不变
EBAY EBAY INC. $41.55万0.03%3,942 3,942— $41.55万 新建仓
DELL DELL TECHNOLOGIES INC $41.80万0.03%1,968 40325.8% $8.56万 重新持有
IEI ISHARES TR $42.15万0.03%3,556 -516-12.7% -$6.12万 减仓
— DIMENSIONAL ETF TRUST $42.15万0.03%10,065 00.0% — 不变
AFL AFLAC INC $42.52万0.03%3,666 2126.1% $2.46万 加仓
RWL INVESCO EXCH TRADED FD TR II $42.61万0.03%3,504 3,504— $42.61万 新建仓
XLP SELECT SECTOR SPDR TR $42.78万0.03%5,227 -3,156-37.6% -$25.83万 减仓
LVHI LEGG MASON ETF INVT $43.16万0.03%10,689 -342,292-97.0% -$1,382.21万 减仓
PH PARKER-HANNIFIN CORP $43.40万0.03%446 -39-8.0% -$3.80万 减仓
CEG CONSTELLATION ENERGY CORP $43.50万0.03%1,567 -46-2.9% -$1.28万 减仓
ADBE ADOBE INC $44.07万0.03%1,783 -81-4.3% -$2.00万 减仓
SCHF SCHWAB STRATEGIC TR $44.12万0.03%16,852 -178-1.0% -$4,660 减仓
GILD GILEAD SCIENCES INC $44.17万0.03%3,314 2387.7% $3.17万 加仓
BWIN THE BALDWIN INSURANCE GRP IN $44.37万0.03%16,726 70.0% $186 加仓
TER TERADYNE INC $44.72万0.03%1,177 -75-6.0% -$2.85万 减仓
YUM YUM BRANDS INC $44.98万0.03%2,805 1947.4% $3.11万 加仓
FNDA SCHWAB STRATEGIC TR $46.05万0.03%13,033 13,033— $46.05万 新建仓
ADI ANALOG DEVICES INC $46.35万0.03%1,235 12711.5% $4.77万 加仓
ORLY OREILLY AUTOMOTIVE INC $46.40万0.03%4,946 -120-2.4% -$1.13万 减仓
GD GENERAL DYNAMICS CORP $46.58万0.03%1,431 856.3% $2.77万 加仓
MSFT MICROSOFT CORP 看跌期权 $46.66万0.03%1,100 1,100— $46.66万 新建仓
CVS CVS HEALTH CORP $46.79万0.03%6,049 93218.2% $7.21万 加仓
PDEC INNOVATOR ETFS TRUST $47.52万0.03%10,708 -256-2.3% -$1.14万 减仓
NUE NUCOR CORP $47.81万0.03%2,298 894.0% $1.85万 加仓
BA BOEING CO $48.51万0.03%2,213 66943.3% $14.66万 加仓
— INNOVATOR ETFS TRUST $48.94万0.03%17,955 00.0% — 不变
IRM IRON MTN INC DEL $49.47万0.03%4,198 1844.6% $2.17万 加仓
LIN LINDE PLC $50.38万0.03%1,018 24932.4% $12.32万 加仓
SCHE SCHWAB STRATEGIC TR $50.94万0.03%14,421 -222-1.5% -$7,841 减仓
CF CF INDUSTRIES HOLD $51.12万0.03%4,214 1,92984.4% $23.40万 重新持有
CMCSA COMCAST CORP NEW $51.23万0.03%17,636 1,92812.3% $5.60万 加仓
— INNOVATOR ETFS TRUST $51.29万0.03%12,844 00.0% — 不变
PSMR PACER FDS TR $51.67万0.03%16,459 -8,870-35.0% -$27.85万 减仓
ILCG ISHARES TR $52.32万0.03%4,860 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $52.88万0.03%2,338 1,04580.8% $23.63万 加仓
MNST MONSTER BEVERAGE CORP NEW $52.89万0.03%7,027 -30-0.4% -$2,258 减仓
AZO AUTOZONE INC $53.46万0.03%148 21.4% $7,225 加仓
VEA VANGUARD TAX-MANAGED FDS $54.30万0.03%8,007 3,52678.7% $23.91万 加仓
— INNOVATOR ETFS TRUST $54.90万0.03%18,453 18,453— $54.90万 新建仓
MDY STATE STR SPDR S&P MIDCAP 40 $55.24万0.03%830 27649.8% $18.37万 加仓
TXUE THORNBURG ETF TR $55.31万0.03%16,447 5,70053.0% $19.17万 加仓
OHI OMEGA HEALTHCARE INVS INC $55.38万0.03%12,053 7136.3% $3.28万 加仓
WDC WESTERN DIGITAL CORP $56.74万0.04%1,478 120.8% $4,607 加仓
ROK ROCKWELL AUTOMATION INC $56.82万0.04%1,386 513.8% $2.09万 加仓
COF CAPITAL ONE FINL CORP $56.85万0.04%2,808 66631.1% $13.48万 加仓
URI UNITED RENTALS INC $57.56万0.04%714 -159-18.2% -$12.82万 减仓
IWD ISHARES TR $59.38万0.04%2,629 -32-1.2% -$7,228 减仓
ASML ASML HLDG NV $59.55万0.04%408 61.5% $8,757 加仓
KLAC KLA CORP $60.27万0.04%338 165.0% $2.85万 加仓
PFE PFIZER INC $60.52万0.04%22,161 1,6708.1% $4.56万 加仓
CART MAPLEBEAR INC $61.32万0.04%14,310 10.0% $43 加仓
SBUX STARBUCKS CORP $61.90万0.04%6,329 69512.3% $6.80万 加仓
MCK MCKESSON CORP $62.03万0.04%736 304.2% $2.53万 加仓
PMAY INNOVATOR ETFS TRUST $62.42万0.04%15,439 00.0% — 不变
ANGL VANECK ETF TRUST $62.54万0.04%21,359 -8,119-27.5% -$23.77万 减仓
— INNOVATOR ETFS TRUST $63.10万0.04%23,263 00.0% — 不变
HMN HORACE MANN EDUCATORS CORP N $64.28万0.04%14,200 3,40931.6% $15.43万 加仓
EEM ISHARES TR $65.57万0.04%10,534 310.3% $1,930 加仓
NVDA NVIDIA CORPORATION 看跌期权 $65.96万0.04%3,300 3,300— $65.96万 新建仓
SYK STRYKER CORPORATION $66.67万0.04%2,037 -81-3.8% -$2.65万 减仓
— INNOVATOR ETFS TRUST $67.00万0.04%30,425 9,22543.5% $20.31万 加仓
BE BLOOM ENERGY CORP $69.06万0.04%3,126 882.9% $1.94万 加仓
UNP UNION PAC CORP $69.36万0.04%2,761 1274.8% $3.19万 加仓
CRM SALESFORCE INC $70.15万0.04%3,749 49815.3% $9.32万 加仓
UFEB INNOVATOR ETFS TRUST $70.37万0.04%18,696 3,26821.2% $12.30万 加仓
SPY STATE STR SPDR S&P 500 ETF T 看跌期权 $70.41万0.04%1,000 1,000— $70.41万 新建仓
WFC WELLS FARGO & CO $70.57万0.04%8,654 -227-2.6% -$1.85万 减仓
MGK VANGUARD WORLD FD $71.54万0.04%8,685 8,685— $71.54万 新建仓
— GAMBLING COM GROUP LIMITED $73.42万0.05%197,898 197,898— $73.42万 新建仓
PAPR INNOVATOR ETFS TRUST $74.05万0.05%17,943 -4,617-20.5% -$19.05万 减仓
DGRO ISHARES TR $74.69万0.05%10,265 -750-6.8% -$5.46万 减仓
PSEP INNOVATOR ETFS TRUST $74.90万0.05%16,742 -102-0.6% -$4,563 减仓
COR CENCORA INC $76.03万0.05%2,434 381.6% $1.19万 加仓
TMO THERMO FISHER SCIENTIFIC INC $76.75万0.05%1,463 49250.7% $25.81万 加仓
NU NU HLDGS LTD $77.40万0.05%51,429 -295-0.6% -$4,440 减仓
FNDF SCHWAB STRATEGIC TR $79.20万0.05%15,571 15,571— $79.20万 新建仓
VZ VERIZON COMMUNICATIONS INC $79.39万0.05%17,157 -1,068-5.9% -$4.94万 减仓
PSX PHILLIPS 66 $79.92万0.05%5,015 -157-3.0% -$2.50万 减仓
— ETF SER SOLUTIONS $80.16万0.05%30,481 30,481— $80.16万 新建仓
IWN ISHARES TR $80.53万0.05%3,921 3,921— $80.53万 新建仓
ACN ACCENTURE PLC IRELAND $80.59万0.05%4,145 -320-7.2% -$6.22万 减仓
MOAT VANECK ETF TRUST $81.36万0.05%8,005 30.0% $305 加仓
JEPI J P MORGAN EXCHANGE TRADED F $81.46万0.05%14,167 -91,782-86.6% -$527.76万 减仓
ANET ARISTA NETWORKS INC $82.10万0.05%4,749 57313.7% $9.91万 加仓
CL COLGATE PALMOLIVE CO $83.20万0.05%10,170 -220-2.1% -$1.80万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $84.50万0.05%2,296 1376.3% $5.04万 加仓
GLD SPDR GOLD TR $85.55万0.05%1,992 -855-30.0% -$36.72万 减仓
DIS DISNEY WALT CO $86.67万0.05%8,311 -178-2.1% -$1.86万 减仓
SCHG SCHWAB STRATEGIC TR $87.55万0.05%27,082 -14,700-35.2% -$47.52万 减仓