Cornerstone Wealth Group, LLC
HUNTERSVILLE NC · SEC CIK 0001774879
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| DEM | WISDOMTREE TR | $636.69万 | 0.39% | 122,252 | -48,956 | -28.6% | -$254.96万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $641.14万 | 0.40% | 31,604 | 734 | 2.4% | $14.89万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $642.41万 | 0.40% | 6,933 | -1,687 | -19.6% | -$156.32万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $649.48万 | 0.40% | 71,687 | 47,090 | 191.4% | $426.63万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $665.93万 | 0.41% | 6,621 | 374 | 6.0% | $37.62万 | 加仓 |
| TFC | TRUIST FINL CORP | $672.14万 | 0.42% | 131,612 | -10,190 | -7.2% | -$52.04万 | 减仓 |
| BLK | BLACKROCK INC | $672.61万 | 0.42% | 6,450 | 293 | 4.8% | $30.55万 | 加仓 |
| CAT | CATERPILLAR INC | $685.56万 | 0.42% | 8,565 | -594 | -6.5% | -$47.54万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $688.78万 | 0.43% | 40,176 | -5,594 | -12.2% | -$95.90万 | 减仓 |
| T | AT&T INC | $708.21万 | 0.44% | 273,650 | 16,952 | 6.6% | $43.87万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $719.83万 | 0.44% | 138,696 | 13,260 | 10.6% | $68.82万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $720.80万 | 0.45% | 158,383 | 13,122 | 9.0% | $59.72万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $723.20万 | 0.45% | 173,014 | 173,014 | — | $723.20万 | 新建仓 |
| LOW | LOWES COS INC | $763.79万 | 0.47% | 30,407 | -227 | -0.7% | -$5.70万 | 减仓 |
| GOOG | ALPHABET INC | $778.02万 | 0.48% | 23,543 | 2,090 | 9.7% | $69.07万 | 加仓 |
| IEMG | ISHARES INC | $779.02万 | 0.48% | 101,913 | -102,667 | -50.2% | -$784.78万 | 减仓 |
| DG | DOLLAR GEN CORP | $782.11万 | 0.48% | 63,017 | -34,887 | -35.6% | -$432.98万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $782.38万 | 0.48% | 30,282 | -1,729 | -5.4% | -$44.67万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $810.64万 | 0.50% | 56,959 | -4,170 | -6.8% | -$59.35万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $813.37万 | 0.50% | 138,141 | 79,306 | 134.8% | $466.95万 | 加仓 |
| C | CITIGROUP INC | $814.19万 | 0.50% | 61,831 | 6,398 | 11.5% | $84.25万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $821.39万 | 0.51% | 40,469 | 40,469 | — | $821.39万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $834.06万 | 0.52% | 86,476 | 14,632 | 20.4% | $141.13万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $841.83万 | 0.52% | 108,961 | 21,727 | 24.9% | $167.86万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $848.59万 | 0.52% | 134,483 | 4,730 | 3.6% | $29.85万 | 加仓 |
| WMT | WALMART INC | $864.11万 | 0.53% | 66,675 | -3,761 | -5.3% | -$48.74万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $869.85万 | 0.54% | 165,907 | 61,557 | 59.0% | $322.74万 | 加仓 |
| PEP | PEPSICO INC | $903.77万 | 0.56% | 58,338 | 980 | 1.7% | $15.18万 | 加仓 |
| LLY | ELI LILLY & CO | $906.10万 | 0.56% | 10,034 | -3,079 | -23.5% | -$278.04万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $933.38万 | 0.58% | 106,066 | 106,066 | — | $933.38万 | 新建仓 |
| SO | SOUTHERN CO | $960.04万 | 0.59% | 104,443 | 8,487 | 8.8% | $78.01万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $964.22万 | 0.60% | 238,727 | 19,138 | 8.7% | $77.30万 | 加仓 |
| V | VISA INC | $973.85万 | 0.60% | 31,421 | 2,372 | 8.2% | $73.52万 | 加仓 |
| CVX | CHEVRON CORPORATION | $988.44万 | 0.61% | 53,148 | -4,003 | -7.0% | -$74.45万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,046.60万 | 0.65% | 67,658 | -5,873 | -8.0% | -$90.85万 | 减仓 |
| MO | ALTRIA GROUP INC | $1,048.59万 | 0.65% | 162,195 | 9,065 | 5.9% | $58.61万 | 加仓 |
| — | HONEYWELL INTL INC | $1,074.25万 | 0.66% | 48,342 | 21,014 | 76.9% | $466.97万 | 加仓 |
| ETN | EATON CORP PLC | $1,157.45万 | 0.72% | 28,251 | 417 | 1.5% | $17.08万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $1,159.58万 | 0.72% | 44,558 | -29 | -0.1% | -$7,547 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,167.61万 | 0.72% | 29,610 | -10,441 | -26.1% | -$411.72万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,189.16万 | 0.74% | 52,581 | 7,527 | 16.7% | $170.23万 | 加仓 |
| AMGN | AMGEN INC | $1,222.47万 | 0.76% | 35,448 | 693 | 2.0% | $23.90万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,225.46万 | 0.76% | 26,157 | 1,783 | 7.3% | $83.53万 | 加仓 |
| MCD | MCDONALDS CORP | $1,228.27万 | 0.76% | 40,693 | 14,845 | 57.4% | $448.08万 | 加仓 |
| WMB | WILLIAMS COS INC | $1,275.66万 | 0.79% | 181,125 | 2,060 | 1.2% | $14.51万 | 加仓 |
| META | META PLATFORMS INC | $1,341.16万 | 0.83% | 20,052 | -892 | -4.3% | -$59.66万 | 减仓 |
| HD | HOME DEPOT INC | $1,360.90万 | 0.84% | 39,570 | 545 | 1.4% | $18.74万 | 加仓 |
| — | EXXON MOBIL CORP | $1,432.74万 | 0.89% | 96,572 | -7,510 | -7.2% | -$111.42万 | 减仓 |
| ABBV | ABBVIE INC | $1,442.75万 | 0.89% | 70,337 | 718 | 1.0% | $14.73万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,493.04万 | 0.92% | 279,178 | -3,294 | -1.2% | -$17.62万 | 减仓 |
| CMI | CUMMINS INC | $1,580.94万 | 0.98% | 24,741 | -9,928 | -28.6% | -$634.40万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,696.42万 | 1.05% | 369,509 | 39,275 | 11.9% | $180.31万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,801.17万 | 1.11% | 4,278 | 4,140 | 3,000.0% | $1,743.07万 | 加仓 |
| AGG | ISHARES TR | $1,829.70万 | 1.13% | 183,945 | 10,272 | 5.9% | $102.18万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,853.37万 | 1.15% | 59,213 | -2,830 | -4.6% | -$88.58万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2,048.55万 | 1.27% | 247,200 | 53,021 | 27.3% | $439.38万 | 加仓 |
| ACWX | ISHARES TR | $2,199.10万 | 1.36% | 302,240 | -4,493 | -1.5% | -$32.69万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,223.58万 | 1.37% | 63,926 | 5,282 | 9.0% | $183.73万 | 加仓 |
| IWB | ISHARES TR | $2,274.97万 | 1.41% | 58,955 | -3,025 | -4.9% | -$116.73万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,477.84万 | 1.53% | 38,283 | 336 | 0.9% | $21.75万 | 加仓 |
| AMZN | AMAZON COM INC | $2,530.74万 | 1.56% | 101,266 | 7,872 | 8.4% | $196.73万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $2,582.72万 | 1.60% | 332,723 | 30,146 | 10.0% | $234.00万 | 加仓 |
| GOOGL | ALPHABET INC | $2,901.61万 | 1.79% | 87,322 | -9,436 | -9.8% | -$313.55万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,397.39万 | 2.10% | 1,222,961 | -48,808 | -3.8% | -$135.59万 | 减仓 |
| AVGO | BROADCOM INC | $3,579.54万 | 2.21% | 89,006 | -2,025 | -2.2% | -$81.44万 | 减仓 |
| IDEV | ISHARES TR | $4,587.88万 | 2.84% | 523,253 | 84,337 | 19.2% | $739.47万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $4,914.37万 | 3.04% | 112,511 | 95,732 | 570.5% | $4,181.48万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,992.23万 | 3.09% | 117,697 | 18,946 | 19.2% | $803.61万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,067.17万 | 3.13% | 253,511 | 20,547 | 8.8% | $410.69万 | 加仓 |
| IVV | ISHARES TR | $5,124.61万 | 3.17% | 72,460 | -1,225 | -1.7% | -$86.64万 | 减仓 |
| AAPL | APPLE INC | $7,379.84万 | 4.56% | 277,261 | 7,609 | 2.8% | $202.53万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8,697.28万 | 5.38% | 123,527 | -10,061 | -7.5% | -$708.37万 | 减仓 |