Cornerstone Wealth Advisors, Inc.
EDINA MN · SEC CIK 0001862176
$4.77亿2026Q2 申报市值
55持仓数
85.5%前十大占比 · 第一大 21.3%
8 / 2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
SCHR 加仓+$312.81万
VICR 新建仓+$307.43万
VGSH 加仓+$202.41万
IBDT 新建仓+$56.18万
TQQQ 新建仓+$47.65万
2026Q2 卖出最多 按季末市值估算
TSLA 清仓-$135.69万
SCHG 减仓-$121.32万
VEA 减仓-$47.39万
VBK 减仓-$41.18万
IWF 减仓-$38.72万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $0 | 0.00% | 0 | -3,650 | -100.0% | -$135.69万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -738 | -100.0% | -$22.94万 | 清仓 |
| CAT | CATERPILLAR INC | $20.87万 | 0.04% | 196 | 196 | — | $20.87万 | 新建仓 |
| AMZN | AMAZON COM INC | $21.59万 | 0.05% | 906 | 906 | — | $21.59万 | 新建仓 |
| NULG | NUSHARES ETF TR | $22.24万 | 0.05% | 1,900 | 1,900 | — | $22.24万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $22.86万 | 0.05% | 1,200 | 1,200 | — | $22.86万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $25.11万 | 0.05% | 3,050 | -95 | -3.0% | -$7,822 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $25.19万 | 0.05% | 3,008 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $25.54万 | 0.05% | 1,000 | 1,000 | — | $25.54万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $25.67万 | 0.05% | 784 | 75 | 10.6% | $2.46万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $25.83万 | 0.05% | 276 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $27.15万 | 0.06% | 728 | 74 | 11.3% | $2.76万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $28.34万 | 0.06% | 1,116 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $28.78万 | 0.06% | 5,145 | -425 | -7.6% | -$2.38万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $29.13万 | 0.06% | 1,456 | 100 | 7.4% | $2.00万 | 加仓 |
| GOOGL | ALPHABET INC | $34.59万 | 0.07% | 968 | 248 | 34.4% | $8.86万 | 加仓 |
| LLY | ELI LILLY & CO | $36.34万 | 0.08% | 303 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $37.60万 | 0.08% | 3,620 | 360 | 11.0% | $3.74万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $38.35万 | 0.08% | 2,900 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $38.89万 | 0.08% | 955 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $43.23万 | 0.09% | 5,255 | -15 | -0.3% | -$1,234 | 减仓 |
| EEM | ISHARES TR | $46.31万 | 0.10% | 6,770 | -125 | -1.8% | -$8,551 | 减仓 |
| TQQQ | PROSHARES TR | $47.65万 | 0.10% | 5,883 | 5,883 | — | $47.65万 | 新建仓 |
| WFC | WELLS FARGO & CO | $48.34万 | 0.10% | 5,850 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $49.38万 | 0.10% | 719 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $53.14万 | 0.11% | 3,864 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $56.18万 | 0.12% | 22,250 | 22,250 | — | $56.18万 | 新建仓 |
| SPYX | SPDR SERIES TRUST | $56.98万 | 0.12% | 9,325 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $68.66万 | 0.14% | 19,003 | -968 | -4.8% | -$3.50万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $96.62万 | 0.20% | 2,611 | -351 | -11.9% | -$12.99万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $97.69万 | 0.20% | 2,350 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $107.68万 | 0.23% | 8,654 | 201 | 2.4% | $2.50万 | 加仓 |
| IWN | ISHARES TR | $152.76万 | 0.32% | 6,906 | -357 | -4.9% | -$7.90万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $160.22万 | 0.34% | 3,202 | -150 | -4.5% | -$7.51万 | 减仓 |
| AAPL | APPLE INC | $161.29万 | 0.34% | 5,574 | 149 | 2.7% | $4.31万 | 加仓 |
| VB | VANGUARD INDEX FDS | $166.59万 | 0.35% | 5,496 | -318 | -5.5% | -$9.64万 | 减仓 |
| IWO | ISHARES TR | $171.31万 | 0.36% | 4,348 | -50 | -1.1% | -$1.97万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $306.65万 | 0.64% | 51,992 | 2,602 | 5.3% | $15.35万 | 加仓 |
| VICR | VICOR CORP | $307.43万 | 0.64% | 8,095 | 8,095 | — | $307.43万 | 新建仓 |
| IWD | ISHARES TR | $313.81万 | 0.66% | 12,944 | -345 | -2.6% | -$8.36万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $373.14万 | 0.78% | 24,185 | -140 | -0.6% | -$2.16万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $381.99万 | 0.80% | 79,382 | 701 | 0.9% | $3.37万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $434.38万 | 0.91% | 179,940 | 9,190 | 5.4% | $22.18万 | 加仓 |
| IWF | ISHARES TR | $546.02万 | 1.14% | 43,974 | -3,118 | -6.6% | -$38.72万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $650.22万 | 1.36% | 220,937 | -4,007 | -1.8% | -$11.79万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $711.49万 | 1.49% | 119,197 | -627 | -0.5% | -$3.74万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $798.61万 | 1.67% | 220,246 | 3,069 | 1.4% | $11.13万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $930.38万 | 1.95% | 38,289 | -486 | -1.3% | -$11.81万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $1,158.88万 | 2.43% | 31,689 | -1,126 | -3.4% | -$41.18万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,270.12万 | 4.76% | 652,147 | 9,032 | 1.4% | $31.44万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,558.86万 | 5.36% | 923,776 | 10,057 | 1.1% | $27.86万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,969.87万 | 6.22% | 416,823 | -6,651 | -1.6% | -$47.39万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $3,776.65万 | 7.91% | 173,296 | -33 | -0.0% | -$7,192 | 减仓 |
| VUG | VANGUARD INDEX FDS | $5,263.64万 | 11.03% | 611,057 | -175 | -0.0% | -$1.51万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $5,382.72万 | 11.28% | 1,590,638 | -35,850 | -2.2% | -$121.32万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $6,324.35万 | 13.25% | 1,086,658 | 34,779 | 3.3% | $202.41万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1.02亿 | 21.29% | 4,120,062 | 126,849 | 3.2% | $312.81万 | 加仓 |