13F 机构持仓

Cornerstone Wealth Group, LLC

HUNTERSVILLE NC · SEC CIK 0001774879

2026Q22026Q1 更早 9 个季度 🔒
$16.87亿2026Q2 申报市值
504持仓数
30.7%前十大占比 · 第一大 5.4%
70 / 18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 4.9%
NVDA 3.7%
IVV 3.1%
IDEV 3.0%
MSFT 2.9%
SCHX 2.1%
AVGO 2.0%
GOOGL 2.0%
SPYM 1.6%

2026Q2 买入最多 按季末市值估算

HGER 新建仓+$1,251.39万
NVDA 加仓+$1,177.27万
ELV 加仓+$891.48万
MU 加仓+$582.78万
HONA 新建仓+$558.20万

2026Q2 卖出最多 按季末市值估算

VUG 减仓-$4,823.63万
BKNG 减仓-$1,342.64万
AMAT 减仓-$874.88万
PANW 减仓-$562.89万
HON 减仓-$516.25万

2026Q2 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
MCK MCKESSON CORP $57.55万0.03%762 263.5% $1.96万 加仓
TER TERADYNE INC $57.99万0.03%1,198 211.8% $1.02万 加仓
ADI ANALOG DEVICES INC $58.21万0.03%1,466 23118.7% $9.17万 加仓
VEA VANGUARD TAX-MANAGED FDS $58.41万0.03%8,198 1912.4% $1.36万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $59.96万0.04%853 232.8% $1.62万 加仓
MRVL MARVELL TECHNOLOGY INC $60.39万0.04%2,027 2,027— $60.39万 新建仓
ORLY OREILLY AUTOMOTIVE INC $61.36万0.04%6,663 1,71734.7% $15.81万 加仓
SYK STRYKER CORPORATION $61.91万0.04%1,966 -71-3.5% -$2.24万 减仓
OHI OMEGA HEALTHCARE INVS INC $62.78万0.04%13,166 1,1139.2% $5.31万 加仓
PMAY INNOVATOR ETFS TRUST $63.76万0.04%15,439 00.0% — 不变
GLD SPDR GOLD TR $63.96万0.04%1,736 -256-12.9% -$9.43万 减仓
IWD ISHARES TR $63.98万0.04%2,639 100.4% $2,424 加仓
— INNOVATOR ETFS TRUST $64.05万0.04%23,263 00.0% — 不变
— ETF SER SOLUTIONS $65.70万0.04%24,127 -6,354-20.8% -$17.30万 减仓
COR CENCORA INC $67.72万0.04%2,393 -41-1.7% -$1.16万 减仓
CVS CVS HEALTH CORP $68.43万0.04%6,615 5669.4% $5.85万 加仓
— INNOVATOR ETFS TRUST $68.49万0.04%30,425 00.0% — 不变
NU NU HLDGS LTD $68.57万0.04%51,322 -107-0.2% -$1,430 减仓
CRM SALESFORCE INC $70.72万0.04%4,515 76620.4% $12.00万 加仓
SBUX STARBUCKS CORP $71.34万0.04%6,981 65210.3% $6.66万 加仓
UFEB INNOVATOR ETFS TRUST $72.13万0.04%18,662 -34-0.2% -$1,314 减仓
HMN HORACE MANN EDUCATORS CORP N $73.47万0.04%14,225 250.2% $1,291 加仓
MNST MONSTER BEVERAGE CORP NEW $74.78万0.04%7,780 75310.7% $7.24万 加仓
EEM ISHARES TR $75.19万0.04%10,991 4574.3% $3.13万 加仓
PAPR INNOVATOR ETFS TRUST $75.72万0.04%17,943 00.0% — 不变
JEPI J P MORGAN EXCHANGE TRADED F $76.20万0.05%13,492 -675-4.8% -$3.81万 减仓
MGK VANGUARD WORLD FD $76.42万0.05%8,693 -34,732-80.0% -$305.34万 减仓
PSEP INNOVATOR ETFS TRUST $76.94万0.05%16,708 -34-0.2% -$1,566 减仓
DGRO ISHARES TR $77.95万0.05%10,285 200.2% $1,516 加仓
ROK ROCKWELL AUTOMATION INC $78.27万0.05%1,581 19514.1% $9.65万 加仓
ABNB AIRBNB INC $79.10万0.05%5,527 -15,296-73.5% -$218.90万 减仓
ARES ARES MANAGEMENT CORPORATION $79.88万0.05%7,176 4,337152.8% $48.28万 加仓
MOAT VANECK ETF TRUST $81.45万0.05%7,834 -171-2.1% -$1.78万 减仓
SNDK SANDISK CORP $81.80万0.05%360 13560.0% $30.68万 加仓
SPY STATE STR SPDR S&P 500 ETF T 看跌期权 $82.14万0.05%1,100 10010.0% $7.47万 加仓
FNDF SCHWAB STRATEGIC TR $82.84万0.05%15,701 1300.8% $6,859 加仓
VZ VERIZON COMMUNICATIONS INC $84.10万0.05%19,864 2,70715.8% $11.46万 加仓
UNP UNION PAC CORP $84.50万0.05%3,107 34612.5% $9.41万 加仓
WFC WELLS FARGO & CO $84.57万0.05%10,233 1,57918.2% $13.05万 加仓
IWN ISHARES TR $86.77万0.05%3,923 20.1% $442 加仓
ANET ARISTA NETWORKS INC $86.95万0.05%5,119 3707.8% $6.29万 加仓
ASML ASML HLDG NV $87.14万0.05%438 307.4% $5.97万 加仓
PSX PHILLIPS 66 $87.27万0.05%5,162 1472.9% $2.49万 加仓
DIS DISNEY WALT CO $87.35万0.05%9,075 7649.2% $7.35万 加仓
PLTR PALANTIR TECHNOLOGIES INC $88.77万0.05%7,609 4346.0% $5.06万 加仓
BMY BRISTOL-MYERS SQUIBB CO $88.97万0.05%15,440 2571.7% $1.48万 加仓
— INNOVATOR ETFS TRUST $89.17万0.05%32,548 14,59381.3% $39.98万 加仓
DVY ISHARES TR $92.53万0.05%5,920 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $92.59万0.05%27,360 2781.0% $9,407 加仓
DELL DELL TECHNOLOGIES INC $95.58万0.06%2,215 24712.6% $10.66万 加仓
ENB ENBRIDGE INC $95.97万0.06%17,703 -94-0.5% -$5,096 减仓
PMAR INNOVATOR ETFS TRUST $96.44万0.06%20,189 -5,394-21.1% -$25.77万 减仓
JAAA JANUS DETROIT STR TR $99.03万0.06%19,614 -50,222-71.9% -$253.57万 减仓
TJX TJX COS INC NEW $99.37万0.06%6,559 1,00318.1% $15.20万 加仓
LMT LOCKHEED MARTIN CORP $107.59万0.06%2,112 934.6% $4.74万 加仓
CL COLGATE PALMOLIVE CO $107.71万0.06%11,748 1,57815.5% $14.47万 加仓
IYW ISHARES TR $111.42万0.07%4,417 -120-2.6% -$3.03万 减仓
VO VANGUARD INDEX FDS $112.41万0.07%13,952 -38,060-73.2% -$306.66万 减仓
D DOMINION ENERGY INC $113.01万0.07%16,549 6183.9% $4.22万 加仓
AXP AMERICAN EXPRESS CO $114.63万0.07%3,389 1053.2% $3.55万 加仓
KLAC KLA CORP $117.81万0.07%3,905 52515.5% $15.84万 加仓
POCT INNOVATOR ETFS TRUST $117.90万0.07%25,403 -1-0.0% -$46 减仓
IJH ISHARES TR $119.68万0.07%15,520 9866.8% $7.60万 加仓
VCIT VANGUARD SCOTTSDALE FDS $120.27万0.07%14,551 -164-1.1% -$1.36万 减仓
PJUN INNOVATOR ETFS TRUST $124.95万0.07%28,903 3,52313.9% $15.23万 加仓
MS MORGAN STANLEY $125.45万0.07%6,001 55810.3% $11.66万 加仓
CI THE CIGNA GROUP $126.94万0.08%4,604 982.2% $2.70万 加仓
PFEB INNOVATOR ETFS TRUST $128.00万0.08%29,727 -25-0.1% -$1,077 减仓
NFLX NETFLIX INC. $130.40万0.08%18,263 -494-2.6% -$3.53万 减仓
HMOP HARTFORD FDS EXCHANGE TRADED $130.69万0.08%33,386 -138-0.4% -$5,402 减仓
SPCX SPACE EXPLORATION TECHN CORP $134.07万0.08%7,847 7,847— $134.07万 新建仓
BJUL INNOVATOR ETFS TRUST $134.94万0.08%24,847 00.0% — 不变
VB VANGUARD INDEX FDS $138.54万0.08%4,570 1162.6% $3.52万 加仓
PGR PROGRESSIVE CORP $138.69万0.08%6,349 3165.2% $6.90万 加仓
IVW ISHARES TR $139.80万0.08%10,165 -609-5.7% -$8.38万 减仓
SCHM SCHWAB STRATEGIC TR $141.84万0.08%38,469 2940.8% $1.08万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $142.70万0.08%2,988 69230.1% $33.05万 加仓
NVDA NVIDIA CORPORATION 看跌期权 $146.07万0.09%7,300 4,000121.2% $80.04万 加仓
SCHD SCHWAB STRATEGIC TR $147.06万0.09%46,378 1,7023.8% $5.40万 加仓
UNH UNITEDHEALTH GROUP INC $147.59万0.09%3,551 782.2% $3.24万 加仓
PAUG INNOVATOR ETFS TRUST $151.40万0.09%33,172 780.2% $3,560 加仓
VYM VANGUARD WHITEHALL FDS $155.40万0.09%9,833 -313-3.1% -$4.95万 减仓
TAFI AB ACTIVE ETFS INC $155.40万0.09%61,619 -34-0.1% -$857 减仓
DE DEERE & CO $158.51万0.09%2,499 -161-6.1% -$10.21万 减仓
— NUSHARES ETF TR $163.16万0.10%64,684 -137-0.2% -$3,456 减仓
GEV GE VERNOVA INC $181.83万0.11%1,548 1158.0% $13.51万 加仓
COST COSTCO WHOLESALE CORPORATION $190.83万0.11%2,040 -4,581-69.2% -$428.52万 减仓
AAPL APPLE INC 看跌期权 $196.76万0.12%6,800 -10,200-60.0% -$295.15万 减仓
CSCO CISCO SYS INC $197.74万0.12%16,835 1,3148.5% $15.43万 加仓
IDV ISHARES TR $210.07万0.12%50,705 3,2406.8% $13.42万 加仓
DKS DICKS SPORTING GOODS INC $214.01万0.13%9,435 9,435— $214.01万 新建仓
IWM ISHARES TR $220.64万0.13%7,344 5878.7% $17.64万 加仓
— ETF SER SOLUTIONS $221.00万0.13%82,219 00.0% — 不变
KO COCA COLA CO $222.07万0.13%27,325 2,4169.7% $19.63万 加仓
GE GE AEROSPACE $225.81万0.13%6,042 4698.4% $17.53万 加仓
LRCX LAM RESEARCH CORP 看跌期权 $229.66万0.14%5,300 -1,500-22.1% -$65.00万 减仓
ICF ISHARES TR $242.41万0.14%35,844 -4,963-12.2% -$33.56万 减仓
BIL SPDR SERIES TRUST $248.43万0.15%27,109 2,1868.8% $20.03万 加仓
IWF ISHARES TR $253.38万0.15%20,406 5542.8% $6.88万 加仓
TMUS T-MOBILE US INC $269.17万0.16%16,048 -9,402-36.9% -$157.70万 减仓