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
TJX TJX COS INC NEW $88.48万0.05%5,556 1562.9% $2.48万 加仓
BMY BRISTOL-MYERS SQUIBB CO $90.17万0.06%15,183 1,95814.8% $11.63万 加仓
DVY ISHARES TR $90.39万0.06%5,920 -694-10.5% -$10.60万 减仓
ENB ENBRIDGE INC $92.28万0.06%17,797 -529-2.9% -$2.74万 减仓
IYW ISHARES TR $95.03万0.06%4,537 -338-6.9% -$7.08万 减仓
D DOMINION ENERGY INC $97.32万0.06%15,931 -910-5.4% -$5.56万 减仓
VO VANGUARD INDEX FDS $99.67万0.06%13,003 9,310252.1% $71.36万 加仓
MS MORGAN STANLEY $103.04万0.06%5,443 2053.9% $3.88万 加仓
PLTR PALANTIR TECHNOLOGIES INC $104.73万0.06%7,175 1462.1% $2.13万 加仓
APH AMPHENOL CORP $105.75万0.07%6,960 5919.3% $8.98万 加仓
IJH ISHARES TR $105.98万0.07%14,534 -286-1.9% -$2.09万 减仓
AXP AMERICAN EXPRESS CO $108.31万0.07%3,284 64624.5% $21.31万 加仓
INTC INTEL CORP $108.41万0.07%16,362 1,4059.4% $9.31万 加仓
PJUN INNOVATOR ETFS TRUST $108.85万0.07%25,380 -1,710-6.3% -$7.33万 减仓
POCT INNOVATOR ETFS TRUST $114.11万0.07%25,404 -23-0.1% -$1,033 减仓
LMT LOCKHEED MARTIN CORP $115.49万0.07%2,019 774.0% $4.40万 加仓
PMAR INNOVATOR ETFS TRUST $118.68万0.07%25,583 -3,219-11.2% -$14.93万 减仓
UNH UNITEDHEALTH GROUP INC $120.17万0.07%3,473 -177-4.8% -$6.12万 减仓
VCIT VANGUARD SCOTTSDALE FDS $122.46万0.08%14,715 -941-6.0% -$7.83万 减仓
PFEB INNOVATOR ETFS TRUST $124.42万0.08%29,752 -1,203-3.9% -$5.03万 减仓
CI THE CIGNA GROUP $124.68万0.08%4,506 -10-0.2% -$2,767 减仓
PGR PROGRESSIVE CORP $125.19万0.08%6,033 4,825399.4% $100.12万 加仓
VB VANGUARD INDEX FDS $126.58万0.08%4,454 -846-16.0% -$24.04万 减仓
SCHM SCHWAB STRATEGIC TR $128.53万0.08%38,175 -11,624-23.3% -$39.14万 减仓
BJUL INNOVATOR ETFS TRUST $130.00万0.08%24,847 00.0% — 不变
HMOP HARTFORD FDS EXCHANGE TRADED $131.38万0.08%33,524 3,19410.5% $12.52万 加仓
RTX RTX CORPORATION $131.88万0.08%7,046 2173.2% $4.06万 加仓
IVW ISHARES TR $136.65万0.08%10,774 -1,527-12.4% -$19.37万 减仓
SCHD SCHWAB STRATEGIC TR $138.41万0.09%44,676 26,963152.2% $83.53万 加仓
CSCO CISCO SYS INC $139.22万0.09%15,521 6494.4% $5.82万 加仓
GEV GE VERNOVA INC $142.09万0.09%1,433 1118.4% $11.01万 加仓
PAUG INNOVATOR ETFS TRUST $146.87万0.09%33,094 -24-0.1% -$1,065 减仓
TAFI AB ACTIVE ETFS INC $155.49万0.10%61,653 3,8676.7% $9.75万 加仓
DE DEERE & CO $156.20万0.10%2,660 682.6% $3.99万 加仓
VYM VANGUARD WHITEHALL FDS $156.60万0.10%10,146 1,20113.4% $18.54万 加仓
GE GE AEROSPACE $159.80万0.10%5,573 2745.2% $7.86万 加仓
— NUSHARES ETF TR $163.35万0.10%64,821 3,2855.3% $8.28万 加仓
EMB ISHARES TR $173.42万0.11%18,040 1,5389.3% $14.78万 加仓
NFLX NETFLIX INC. $173.65万0.11%18,757 2,97218.8% $27.51万 加仓
MU MICRON TECHNOLOGY INC $174.61万0.11%3,886 3469.8% $15.55万 加仓
AMD ADVANCED MICRO DEVICES INC $175.17万0.11%6,157 -7,401-54.6% -$210.56万 减仓
LRCX LAM RESEARCH CORP 看跌期权 $175.69万0.11%6,800 6,800— $175.69万 新建仓
IWM ISHARES TR $185.48万0.11%6,757 -28,772-81.0% -$789.78万 减仓
KO COCA COLA CO $186.07万0.12%24,909 7193.0% $5.37万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $198.34万0.12%3,542 190.5% $1.06万 加仓
IDV ISHARES TR $207.23万0.13%47,465 25,917120.3% $113.15万 加仓
— ETF SER SOLUTIONS $215.08万0.13%82,219 82,219— $215.08万 新建仓
BIL SPDR SERIES TRUST $228.22万0.14%24,923 15,088153.4% $138.16万 加仓
IWF ISHARES TR $233.90万0.14%4,963 -5,783-53.8% -$272.54万 减仓
DBND DOUBLELINE ETF TRUST $250.43万0.15%54,393 6,58913.8% $30.34万 加仓
ALL ALLSTATE CORP $256.98万0.16%11,878 -1,162-8.9% -$25.14万 减仓
MRK MERCK & CO INC $263.31万0.16%23,392 1,0514.7% $11.83万 加仓
RSP INVESCO EXCHANGE TRADED FD T $265.10万0.16%13,088 -167-1.3% -$3.38万 减仓
VGT VANGUARD WORLD FD $270.30万0.17%3,874 3,409733.1% $237.85万 加仓
ICF ISHARES TR $271.57万0.17%40,807 -10,588-20.6% -$70.46万 减仓
DUK DUKE ENERGY CORP NEW $277.51万0.17%22,083 -704-3.1% -$8.85万 减仓
XLU SELECT SECTOR SPDR TR $281.15万0.17%62,548 62,548— $281.15万 新建仓
ABNB AIRBNB INC $297.04万0.18%20,823 1,1525.9% $16.43万 加仓
MA MASTERCARD INCORPORATED $328.66万0.20%6,427 3255.3% $16.62万 加仓
QUAL ISHARES TR $335.01万0.21%16,305 14,477792.0% $297.45万 加仓
ABT ABBOTT LABORATORIES $337.38万0.21%36,386 -59,710-62.1% -$553.64万 减仓
SCHA SCHWAB STRATEGIC TR $340.33万0.21%105,955 -16,190-13.3% -$52.00万 减仓
TMB THORNBURG ETF TR $352.22万0.22%137,692 66,93294.6% $171.21万 加仓
JAAA JANUS DETROIT STR TR $353.37万0.22%69,836 15,36428.2% $77.74万 加仓
GPC GENUINE PARTS CO $362.29万0.22%31,503 1,5575.2% $17.91万 加仓
INTU INTUIT $362.51万0.22%8,954 1,31117.2% $53.08万 加仓
MDT MEDTRONIC PLC $366.55万0.23%44,701 39,633782.0% $324.99万 加仓
ORCL ORACLE CORP $372.07万0.23%20,537 -8-0.0% -$1,449 减仓
BSX BOSTON SCIENTIFIC CORP $382.32万0.24%64,233 59,7221,323.9% $355.47万 加仓
XLE SELECT SECTOR SPDR TR $384.87万0.24%68,887 13,62224.6% $76.11万 重新持有
QQQ INVESCO QQQ TR $413.26万0.26%6,414 -3,561-35.7% -$229.44万 减仓
BX BLACKSTONE INC $416.21万0.26%32,390 -48,433-59.9% -$622.36万 减仓
RSG REPUBLIC SVCS INC $423.26万0.26%20,617 1,6028.4% $32.89万 加仓
CLOI VANECK ETF TRUST $426.20万0.26%80,957 4,7466.2% $24.99万 加仓
XLG INVESCO EXCHANGE TRADED FD T $446.63万0.28%75,088 66,958823.6% $398.27万 加仓
CME CME GROUP INC $448.78万0.28%15,780 5083.3% $14.45万 加仓
AAPL APPLE INC 看跌期权 $452.49万0.28%17,000 1,2007.6% $31.94万 加仓
NVS NOVARTIS AG $461.45万0.29%31,186 -2,067-6.2% -$30.58万 减仓
DHR DANAHER CORP DEL $461.63万0.29%23,729 2,37411.1% $46.18万 加仓
TSLA TESLA INC $464.42万0.29%12,019 2432.1% $9.39万 加仓
NOW SERVICENOW INC $482.89万0.30%48,222 20,15771.8% $201.85万 加仓
XLV SELECT SECTOR SPDR TR $489.25万0.30%33,529 33,529— $489.25万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $489.45万0.30%19,143 12,857204.5% $328.73万 加仓
TMUS T-MOBILE US INC $497.28万0.31%25,450 6,32433.1% $123.57万 加仓
NWFL NORWOOD FINANCIAL CORP $503.09万0.31%166,585 -4,466-2.6% -$13.49万 减仓
STLD STEEL DYNAMICS INC $512.08万0.32%23,254 -5,167-18.2% -$113.78万 减仓
FE FIRSTENERGY CORP $514.70万0.32%106,102 -447-0.4% -$2.17万 减仓
RXO RXO INC $539.22万0.33%275,394 3280.1% $6,422 加仓
SPGI S&P GLOBAL INC $539.58万0.33%12,134 -285-2.3% -$12.67万 减仓
PANW PALO ALTO NETWORKS INC $543.84万0.34%31,083 2,3788.3% $41.61万 加仓
COP CONOCOPHILLIPS $564.63万0.35%46,951 -14,995-24.2% -$180.33万 减仓
SPG SIMON PPTY GROUP INC NEW $567.79万0.35%27,730 2600.9% $5.32万 加仓
TXN TEXAS INSTRS INC $568.48万0.35%24,383 20,920604.1% $487.74万 加仓
QCOM QUALCOMM INC $570.69万0.35%42,099 -2,256-5.1% -$30.58万 减仓
CAIE CALAMOS ETF TR $571.82万0.35%215,049 215,049— $571.82万 新建仓
IWR ISHARES TR $576.08万0.36%55,403 -4,415-7.4% -$45.91万 减仓
BALI BLACKROCK ETF TRUST $576.50万0.36%178,208 166,5451,428.0% $538.77万 加仓
PM PHILIP MORRIS INTL INC $583.59万0.36%38,081 1,0562.9% $16.18万 加仓
— THORNBURG ETF TR $584.40万0.36%230,669 66,63540.6% $168.82万 加仓
IJR ISHARES TR $620.79万0.38%45,957 -4,078-8.2% -$55.09万 减仓