Cornerstone Wealth Advisors, Inc.
EDINA MN · SEC CIK 0001862176
$4.34亿2026Q1 申报市值
49持仓数
86.3%前十大占比 · 第一大 22.9%
0 / 2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
VGSH 加仓+$597.45万
SCHR 加仓+$573.47万
SCHF 加仓+$310.26万
VEA 加仓+$128.62万
VUG 加仓+$96.84万
2026Q1 卖出最多 按季末市值估算
BRK/A 清仓-$150.96万
VBK 减仓-$111.38万
VTV 减仓-$47.36万
VBR 减仓-$34.15万
AAPL 减仓-$31.95万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -2 | -100.0% | -$150.96万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,564 | -100.0% | -$22.45万 | 清仓 |
| GOOGL | ALPHABET INC | $20.70万 | 0.05% | 720 | -25 | -3.4% | -$7,189 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $20.87万 | 0.05% | 709 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $22.56万 | 0.05% | 3,145 | -300 | -8.7% | -$2.15万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $22.59万 | 0.05% | 3,008 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $22.94万 | 0.05% | 738 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $23.65万 | 0.05% | 1,356 | 50 | 3.8% | $8,720 | 加仓 |
| MSFT | MICROSOFT CORP | $24.20万 | 0.06% | 654 | -180 | -21.6% | -$6.66万 | 减仓 |
| ESML | ISHARES TR | $26.19万 | 0.06% | 5,570 | 125 | 2.3% | $5,877 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $27.28万 | 0.06% | 1,116 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $27.52万 | 0.06% | 276 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $27.87万 | 0.06% | 303 | -15 | -4.7% | -$1.38万 | 减仓 |
| EFA | ISHARES TR | $31.66万 | 0.07% | 3,260 | -200 | -5.8% | -$1.94万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $32.56万 | 0.07% | 2,900 | 5 | 0.2% | $561 | 加仓 |
| EEM | ISHARES TR | $39.16万 | 0.09% | 6,895 | 200 | 3.0% | $1.14万 | 加仓 |
| SPGI | S&P GLOBAL INC | $40.62万 | 0.09% | 955 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $41.32万 | 0.10% | 5,270 | -275 | -5.0% | -$2.16万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $42.96万 | 0.10% | 719 | 62 | 9.4% | $3.70万 | 加仓 |
| IVW | ISHARES TR | $43.71万 | 0.10% | 3,864 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $46.57万 | 0.11% | 5,850 | -900 | -13.3% | -$7.16万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $49.45万 | 0.11% | 9,325 | -60 | -0.6% | -$3,182 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $58.08万 | 0.13% | 19,971 | -31 | -0.2% | -$901 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $63.60万 | 0.15% | 2,350 | 50 | 2.2% | $1.35万 | 加仓 |
| EFG | ISHARES TR | $94.14万 | 0.22% | 8,453 | -505 | -5.6% | -$5.62万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $95.02万 | 0.22% | 2,962 | 393 | 15.3% | $12.61万 | 加仓 |
| TSLA | TESLA INC | $135.69万 | 0.31% | 3,650 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $137.68万 | 0.32% | 5,425 | -1,259 | -18.8% | -$31.95万 | 减仓 |
| IWN | ISHARES TR | $137.70万 | 0.32% | 7,263 | -588 | -7.5% | -$11.15万 | 减仓 |
| IWO | ISHARES TR | $138.02万 | 0.32% | 4,398 | -724 | -14.1% | -$22.72万 | 减仓 |
| VB | VANGUARD INDEX FDS | $152.28万 | 0.35% | 5,814 | -104 | -1.8% | -$2.72万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $160.63万 | 0.37% | 3,352 | -68 | -2.0% | -$3.26万 | 减仓 |
| IWD | ISHARES TR | $283.95万 | 0.65% | 13,289 | -380 | -2.8% | -$8.12万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $294.12万 | 0.68% | 49,390 | 2,560 | 5.5% | $15.24万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $354.64万 | 0.82% | 24,325 | 403 | 1.7% | $5.88万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $367.75万 | 0.85% | 78,681 | -155 | -0.2% | -$7,245 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $414.41万 | 0.95% | 170,750 | 22,393 | 15.1% | $54.35万 | 加仓 |
| IWF | ISHARES TR | $501.98万 | 1.16% | 11,773 | -187 | -1.6% | -$7.97万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $576.76万 | 1.33% | 224,944 | -6,572 | -2.8% | -$16.85万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $647.65万 | 1.49% | 119,824 | 8,559 | 7.7% | $46.26万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $715.60万 | 1.65% | 217,177 | 22,542 | 11.6% | $74.28万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $842.39万 | 1.94% | 38,775 | -1,572 | -3.9% | -$34.15万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $991.84万 | 2.28% | 32,815 | -3,685 | -10.1% | -$111.38万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,961.50万 | 4.52% | 643,115 | 14,231 | 2.3% | $43.40万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,261.46万 | 5.21% | 913,719 | 125,358 | 15.9% | $310.26万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,713.62万 | 6.25% | 423,474 | 20,072 | 5.0% | $128.62万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,400.72万 | 7.83% | 173,329 | -2,414 | -1.4% | -$47.36万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $4,449.67万 | 10.25% | 101,872 | 2,217 | 2.2% | $96.84万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $4,737.96万 | 10.91% | 1,626,488 | -2,016 | -0.1% | -$5.87万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $6,157.70万 | 14.18% | 1,051,879 | 102,059 | 10.7% | $597.45万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $9,947.09万 | 22.90% | 3,993,213 | 230,217 | 6.1% | $573.47万 | 加仓 |