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
— INNOVATOR ETFS TRUST $67.00万0.04%30,425 9,22543.5% $20.31万 加仓
SYK STRYKER CORPORATION $66.67万0.04%2,037 -81-3.8% -$2.65万 减仓
NVDA NVIDIA CORPORATION 看跌期权 $65.96万0.04%3,300 3,300— $65.96万 新建仓
EEM ISHARES TR $65.57万0.04%10,534 310.3% $1,930 加仓
HMN HORACE MANN EDUCATORS CORP N $64.28万0.04%14,200 3,40931.6% $15.43万 加仓
— INNOVATOR ETFS TRUST $63.10万0.04%23,263 00.0% — 不变
ANGL VANECK ETF TRUST $62.54万0.04%21,359 -8,119-27.5% -$23.77万 减仓
PMAY INNOVATOR ETFS TRUST $62.42万0.04%15,439 00.0% — 不变
MCK MCKESSON CORP $62.03万0.04%736 304.2% $2.53万 加仓
SBUX STARBUCKS CORP $61.90万0.04%6,329 69512.3% $6.80万 加仓
CART MAPLEBEAR INC $61.32万0.04%14,310 10.0% $43 加仓
PFE PFIZER INC $60.52万0.04%22,161 1,6708.1% $4.56万 加仓
KLAC KLA CORP $60.27万0.04%338 165.0% $2.85万 加仓
ASML ASML HLDG NV $59.55万0.04%408 61.5% $8,757 加仓
IWD ISHARES TR $59.38万0.04%2,629 -32-1.2% -$7,228 减仓
URI UNITED RENTALS INC $57.56万0.04%714 -159-18.2% -$12.82万 减仓
COF CAPITAL ONE FINL CORP $56.85万0.04%2,808 66631.1% $13.48万 加仓
ROK ROCKWELL AUTOMATION INC $56.82万0.04%1,386 513.8% $2.09万 加仓
WDC WESTERN DIGITAL CORP $56.74万0.04%1,478 120.8% $4,607 加仓
OHI OMEGA HEALTHCARE INVS INC $55.38万0.03%12,053 7136.3% $3.28万 加仓
TXUE THORNBURG ETF TR $55.31万0.03%16,447 5,70053.0% $19.17万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $55.24万0.03%830 27649.8% $18.37万 加仓
— INNOVATOR ETFS TRUST $54.90万0.03%18,453 18,453— $54.90万 新建仓
VEA VANGUARD TAX-MANAGED FDS $54.30万0.03%8,007 3,52678.7% $23.91万 加仓
AZO AUTOZONE INC $53.46万0.03%148 21.4% $7,225 加仓
MNST MONSTER BEVERAGE CORP NEW $52.89万0.03%7,027 -30-0.4% -$2,258 减仓
VIG VANGUARD SPECIALIZED FUNDS $52.88万0.03%2,338 1,04580.8% $23.63万 加仓
ILCG ISHARES TR $52.32万0.03%4,860 00.0% — 不变
PSMR PACER FDS TR $51.67万0.03%16,459 -8,870-35.0% -$27.85万 减仓
— INNOVATOR ETFS TRUST $51.29万0.03%12,844 00.0% — 不变
CMCSA COMCAST CORP NEW $51.23万0.03%17,636 1,92812.3% $5.60万 加仓
CF CF INDUSTRIES HOLD $51.12万0.03%4,214 1,92984.4% $23.40万 重新持有
SCHE SCHWAB STRATEGIC TR $50.94万0.03%14,421 -222-1.5% -$7,841 减仓
LIN LINDE PLC $50.38万0.03%1,018 24932.4% $12.32万 加仓
IRM IRON MTN INC DEL $49.47万0.03%4,198 1844.6% $2.17万 加仓
— INNOVATOR ETFS TRUST $48.94万0.03%17,955 00.0% — 不变
BA BOEING CO $48.51万0.03%2,213 66943.3% $14.66万 加仓
NUE NUCOR CORP $47.81万0.03%2,298 894.0% $1.85万 加仓
PDEC INNOVATOR ETFS TRUST $47.52万0.03%10,708 -256-2.3% -$1.14万 减仓
CVS CVS HEALTH CORP $46.79万0.03%6,049 93218.2% $7.21万 加仓
MSFT MICROSOFT CORP 看跌期权 $46.66万0.03%1,100 1,100— $46.66万 新建仓
GD GENERAL DYNAMICS CORP $46.58万0.03%1,431 856.3% $2.77万 加仓
ORLY OREILLY AUTOMOTIVE INC $46.40万0.03%4,946 -120-2.4% -$1.13万 减仓
ADI ANALOG DEVICES INC $46.35万0.03%1,235 12711.5% $4.77万 加仓
FNDA SCHWAB STRATEGIC TR $46.05万0.03%13,033 13,033— $46.05万 新建仓
YUM YUM BRANDS INC $44.98万0.03%2,805 1947.4% $3.11万 加仓
TER TERADYNE INC $44.72万0.03%1,177 -75-6.0% -$2.85万 减仓
BWIN THE BALDWIN INSURANCE GRP IN $44.37万0.03%16,726 70.0% $186 加仓
GILD GILEAD SCIENCES INC $44.17万0.03%3,314 2387.7% $3.17万 加仓
SCHF SCHWAB STRATEGIC TR $44.12万0.03%16,852 -178-1.0% -$4,660 减仓
ADBE ADOBE INC $44.07万0.03%1,783 -81-4.3% -$2.00万 减仓
CEG CONSTELLATION ENERGY CORP $43.50万0.03%1,567 -46-2.9% -$1.28万 减仓
PH PARKER-HANNIFIN CORP $43.40万0.03%446 -39-8.0% -$3.80万 减仓
LVHI LEGG MASON ETF INVT $43.16万0.03%10,689 -342,292-97.0% -$1,382.21万 减仓
XLP SELECT SECTOR SPDR TR $42.78万0.03%5,227 -3,156-37.6% -$25.83万 减仓
RWL INVESCO EXCH TRADED FD TR II $42.61万0.03%3,504 3,504— $42.61万 新建仓
AFL AFLAC INC $42.52万0.03%3,666 2126.1% $2.46万 加仓
— DIMENSIONAL ETF TRUST $42.15万0.03%10,065 00.0% — 不变
IEI ISHARES TR $42.15万0.03%3,556 -516-12.7% -$6.12万 减仓
DELL DELL TECHNOLOGIES INC $41.80万0.03%1,968 40325.8% $8.56万 重新持有
EBAY EBAY INC. $41.55万0.03%3,942 3,942— $41.55万 新建仓
— INNOVATOR ETFS TRUST $41.29万0.03%10,094 00.0% — 不变
— INNOVATOR ETFS TRUST $40.75万0.03%11,390 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $40.46万0.03%896 -66-6.9% -$2.98万 减仓
— INNOVATOR ETFS TRUST $39.93万0.02%10,280 -262-2.5% -$1.02万 减仓
JCI JOHNSON CONTROLS INTERNATION $39.57万0.02%2,832 69732.6% $9.74万 加仓
SCHW SCHWAB CHARLES CORP $39.19万0.02%4,262 992.4% $9,104 加仓
VLY VALLEY NATL BANCORP $39.12万0.02%29,194 10.0% $13 加仓
RJF RAYMOND JAMES FINL INC $38.72万0.02%2,506 -42-1.6% -$6,489 减仓
LHX L3HARRIS TECHNOLOGIES INC $38.69万0.02%1,137 646.0% $2.18万 加仓
MTB M & T BK CORP $38.57万0.02%1,762 -13-0.7% -$2,846 减仓
CASY CASEYS GEN STORES INC $38.39万0.02%491 -13-2.6% -$1.02万 减仓
BNY BANK NEW YORK MELLON CORP $38.07万0.02%2,760 33613.9% $4.63万 加仓
HCA HCA HEALTHCARE INC $37.86万0.02%803 -33-3.9% -$1.56万 减仓
— INNOVATOR ETFS TRUST $37.85万0.02%9,416 00.0% — 不变
— INNOVATOR ETFS TRUST $37.78万0.02%13,650 00.0% — 不变
MDLZ MONDELEZ INTL INC $37.76万0.02%6,727 170.3% $954 加仓
FCX FREEPORT MCMORAN INC $37.59万0.02%5,563 1302.4% $8,785 加仓
TXG 10X GENOMICS INC $37.16万0.02%16,177 2,48118.1% $5.70万 加仓
AON AON PLC $36.43万0.02%1,087 12513.0% $4.19万 加仓
HWM HOWMET AEROSPACE INC $36.39万0.02%1,469 18914.8% $4.68万 加仓
UPS UNITED PARCEL SVCS INC $36.36万0.02%3,420 68625.1% $7.29万 加仓
WELL WELLTOWER INC $36.17万0.02%1,752 1207.4% $2.48万 加仓
FDX FEDEX CORP $36.10万0.02%915 8310.0% $3.27万 加仓
ZBH ZIMMER BIOMET HOLDINGS INC $35.74万0.02%3,856 2747.6% $2.54万 加仓
GWW WW GRAINGER INC $35.64万0.02%304 4416.9% $5.16万 加仓
— INNOVATOR ETFS TRUST $35.25万0.02%13,707 13,707— $35.25万 新建仓
CRUS CIRRUS LOGIC INC $35.23万0.02%2,075 -73-3.4% -$1.24万 减仓
DAL DELTA AIR LINES INC $35.20万0.02%5,012 -591-10.5% -$4.15万 减仓
CTVA CORTEVA INC $35.13万0.02%4,372 2676.5% $2.15万 加仓
NDAQ NASDAQ INC $34.96万0.02%3,991 1002.6% $8,760 加仓
CLH CLEAN HARBORS INC $34.78万0.02%1,141 -149-11.6% -$4.54万 减仓
ONEQ FIDELITY COMWLTH TR $34.78万0.02%3,640 00.0% — 不变
TEL TE CONNECTIVITY PLC $34.77万0.02%1,430 -47-3.2% -$1.14万 减仓
PJAN INNOVATOR ETFS TRUST $34.66万0.02%7,208 00.0% — 不变
— DUPONT DE NEMOURS INC $34.50万0.02%7,387 88213.6% $4.12万 加仓
NEM NEWMONT CORP $34.44万0.02%3,151 71729.5% $7.84万 加仓
Q QNITY ELECTRONICS INC $34.31万0.02%2,544 2,544— $34.31万 新建仓
ARES ARES MANAGEMENT CORPORATION $34.02万0.02%2,839 2,839— $34.02万 新建仓
JPST J P MORGAN EXCHANGE TRADED F $33.70万0.02%6,666 -12,015-64.3% -$60.75万 减仓