Cornerstone Wealth Group, LLC
HUNTERSVILLE NC · SEC CIK 0001774879
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $1,643.03万 | 0.97% | 64,694 | 12,113 | 23.0% | $307.63万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,734.18万 | 1.03% | 304,350 | 25,172 | 9.0% | $143.43万 | 加仓 |
| ABBV | ABBVIE INC | $1,826.11万 | 1.08% | 72,568 | 2,231 | 3.2% | $56.14万 | 加仓 |
| AGG | ISHARES TR | $1,864.15万 | 1.10% | 188,336 | 4,391 | 2.4% | $43.46万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,874.84万 | 1.11% | 57,277 | -1,936 | -3.3% | -$63.37万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,978.59万 | 1.17% | 434,951 | 65,442 | 17.7% | $297.70万 | 加仓 |
| ACWX | ISHARES TR | $2,272.26万 | 1.35% | 298,550 | -3,690 | -1.2% | -$28.08万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,304.29万 | 1.37% | 62,271 | -1,655 | -2.6% | -$61.24万 | 减仓 |
| IWB | ISHARES TR | $2,392.29万 | 1.42% | 58,420 | -535 | -0.9% | -$21.91万 | 减仓 |
| AMZN | AMAZON COM INC | $2,434.03万 | 1.44% | 102,124 | 858 | 0.8% | $20.45万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,639.57万 | 1.56% | 38,432 | 149 | 0.4% | $10.23万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $2,647.79万 | 1.57% | 342,833 | 10,110 | 3.0% | $78.08万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,694.25万 | 1.60% | 306,583 | 59,383 | 24.0% | $521.86万 | 加仓 |
| GOOGL | ALPHABET INC | $3,291.03万 | 1.95% | 92,090 | 4,768 | 5.5% | $170.39万 | 加仓 |
| AVGO | BROADCOM INC | $3,446.73万 | 2.04% | 91,244 | 2,238 | 2.5% | $84.54万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,528.12万 | 2.09% | 1,198,819 | -24,142 | -2.0% | -$71.05万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,837.86万 | 2.87% | 129,694 | 11,997 | 10.2% | $447.51万 | 加仓 |
| IDEV | ISHARES TR | $4,981.57万 | 2.95% | 559,664 | 36,411 | 7.0% | $324.09万 | 加仓 |
| IVV | ISHARES TR | $5,292.91万 | 3.14% | 70,677 | -1,783 | -2.5% | -$133.53万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6,249.78万 | 3.70% | 312,348 | 58,837 | 23.2% | $1,177.27万 | 加仓 |
| AAPL | APPLE INC | $8,314.51万 | 4.93% | 287,341 | 10,080 | 3.6% | $291.68万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $9,142.96万 | 5.42% | 122,433 | -1,094 | -0.9% | -$81.70万 | 减仓 |