W.H. Cornerstone Investments Inc.
KINGSTON MA · SEC CIK 0001940823
$1.77亿2026Q2 申报市值
141持仓数
46.0%前十大占比 · 第一大 14.7%
25 / 13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
VTI 加仓+$150.50万
AGGY 新建仓+$134.86万
WISDOMTREE TR 新建仓+$108.20万
VEA 加仓+$76.95万
JPM 加仓+$52.70万
2026Q2 卖出最多 按季末市值估算
DFGX 减仓-$94.54万
SCHR 减仓-$75.97万
VCSH 减仓-$70.80万
VCIT 减仓-$56.56万
SCHO 减仓-$52.89万
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 |
|---|---|---|---|---|---|---|---|---|
| EOG | EOG RES INC | $0 | 0.00% | 0 | -3,618 | -100.0% | -$52.31万 | 清仓 |
| EQIX | EQUINIX INC | $0 | 0.00% | 0 | -447 | -100.0% | -$43.80万 | 清仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $0 | 0.00% | 0 | -1,500 | -100.0% | -$43.59万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -120 | -100.0% | -$40.53万 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | -1,173 | -100.0% | -$31.78万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -2,701 | -100.0% | -$30.43万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -571 | -100.0% | -$24.71万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,225 | -100.0% | -$24.29万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -554 | -100.0% | -$23.56万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -3,578 | -100.0% | -$23.33万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -374 | -100.0% | -$22.63万 | 清仓 |
| WTRG | ESSENTIAL UTILS INC | $0 | 0.00% | 0 | -5,571 | -100.0% | -$22.43万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -566 | -100.0% | -$20.18万 | 清仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $8.59万 | 0.05% | 10,904 | 255 | 2.4% | $2,009 | 加仓 |
| — | NUVEEN MASS QUALITY MUN INC | $15.81万 | 0.09% | 12,173 | 12,173 | — | $15.81万 | 新建仓 |
| MATX | MATSON INC | $20.12万 | 0.11% | 1,046 | 1,046 | — | $20.12万 | 新建仓 |
| GOOG | ALPHABET INC | $20.90万 | 0.12% | 592 | 592 | — | $20.90万 | 新建仓 |
| MPLX | MPLX LP | $20.92万 | 0.12% | 3,713 | 3,713 | — | $20.92万 | 新建仓 |
| USXF | ISHARES TR | $21.06万 | 0.12% | 3,033 | 3,033 | — | $21.06万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $21.08万 | 0.12% | 2,186 | 2,186 | — | $21.08万 | 新建仓 |
| WMB | WILLIAMS COS INC | $21.10万 | 0.12% | 2,839 | 20 | 0.7% | $1,487 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $21.44万 | 0.12% | 2,001 | 5 | 0.3% | $536 | 加仓 |
| IWD | ISHARES TR | $21.59万 | 0.12% | 891 | 891 | — | $21.59万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $21.78万 | 0.12% | 11,392 | 11,392 | — | $21.78万 | 新建仓 |
| — | WISDOMTREE TR | $22.37万 | 0.13% | 7,793 | 7,793 | — | $22.37万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $22.39万 | 0.13% | 2,919 | 2,919 | — | $22.39万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $22.57万 | 0.13% | 554 | 554 | — | $22.57万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $23.59万 | 0.13% | 6,416 | 6,416 | — | $23.59万 | 新建仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $23.86万 | 0.13% | 5,453 | 5,453 | — | $23.86万 | 新建仓 |
| BX | BLACKSTONE INC | $24.83万 | 0.14% | 2,110 | 2,110 | — | $24.83万 | 新建仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $24.93万 | 0.14% | 11,199 | 11,199 | — | $24.93万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $25.21万 | 0.14% | 2,732 | 9 | 0.3% | $831 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.27万 | 0.14% | 505 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $25.34万 | 0.14% | 1,556 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $25.47万 | 0.14% | 1,077 | 1,077 | — | $25.47万 | 新建仓 |
| PAGP | PLAINS GP HLDGS L P | $25.68万 | 0.15% | 10,583 | 10,583 | — | $25.68万 | 新建仓 |
| QHY | WISDOMTREE TR | $26.85万 | 0.15% | 5,861 | 5,861 | — | $26.85万 | 新建仓 |
| TGT | TARGET CORP | $27.66万 | 0.16% | 2,118 | -158 | -6.9% | -$2.06万 | 减仓 |
| INTC | INTEL CORP | $28.00万 | 0.16% | 2,005 | 2,005 | — | $28.00万 | 新建仓 |
| EBAY | EBAY INC. | $28.40万 | 0.16% | 2,541 | 7 | 0.3% | $782 | 加仓 |
| CTAS | CINTAS CORP | $29.58万 | 0.17% | 1,739 | 5 | 0.3% | $850 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $30.36万 | 0.17% | 6,043 | 2 | 0.0% | $100 | 加仓 |
| STIP | ISHARES TR | $30.36万 | 0.17% | 2,972 | 55 | 1.9% | $5,619 | 加仓 |
| CME | CME GROUP INC | $30.82万 | 0.17% | 1,396 | 520 | 59.4% | $11.48万 | 加仓 |
| EUSB | ISHARES TR | $31.32万 | 0.18% | 7,209 | 1,122 | 18.4% | $4.87万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $31.37万 | 0.18% | 3,914 | 230 | 6.2% | $1.84万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $31.62万 | 0.18% | 1,660 | -20 | -1.2% | -$3,810 | 减仓 |
| ALB | ALBEMARLE CORP | $31.71万 | 0.18% | 2,349 | 845 | 56.2% | $11.41万 | 加仓 |
| HD | HOME DEPOT INC | $31.87万 | 0.18% | 904 | -30 | -3.2% | -$1.06万 | 减仓 |
| IAGG | ISHARES TR | $31.97万 | 0.18% | 6,318 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $32.12万 | 0.18% | 2,192 | -57 | -2.5% | -$8,352 | 减仓 |
| MA | MASTERCARD INCORPORATED | $32.26万 | 0.18% | 628 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $33.36万 | 0.19% | 3,049 | 279 | 10.1% | $3.05万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $33.42万 | 0.19% | 7,590 | 64 | 0.9% | $2,818 | 加仓 |
| VBR | VANGUARD INDEX FDS | $34.62万 | 0.20% | 1,425 | 4 | 0.3% | $972 | 加仓 |
| MRK | MERCK & CO INC | $35.10万 | 0.20% | 2,732 | 2,732 | — | $35.10万 | 新建仓 |
| MCD | MCDONALDS CORP | $37.16万 | 0.21% | 1,375 | 347 | 33.8% | $9.38万 | 加仓 |
| AOS | SMITH A O CORP | $37.51万 | 0.21% | 5,980 | 2,409 | 67.5% | $15.11万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $37.69万 | 0.21% | 3,891 | -150 | -3.7% | -$1.45万 | 减仓 |
| KO | COCA COLA CO | $37.83万 | 0.21% | 4,655 | -19 | -0.4% | -$1,544 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $38.78万 | 0.22% | 7,655 | 28 | 0.4% | $1,418 | 加仓 |
| ATO | ATMOS ENERGY CORP | $38.84万 | 0.22% | 2,255 | -1,706 | -43.1% | -$29.39万 | 减仓 |
| WTAI | WISDOMTREE TR | $39.78万 | 0.22% | 8,381 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $40.01万 | 0.23% | 649 | 26 | 4.2% | $1.60万 | 加仓 |
| — | WISDOMTREE TR | $40.30万 | 0.23% | 8,340 | 8,340 | — | $40.30万 | 新建仓 |
| AMGN | AMGEN INC | $40.58万 | 0.23% | 1,121 | 71 | 6.8% | $2.57万 | 加仓 |
| USFR | WISDOMTREE TR | $41.20万 | 0.23% | 8,183 | 8,183 | — | $41.20万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $42.21万 | 0.24% | 2,789 | -343 | -11.0% | -$5.19万 | 减仓 |
| EME | EMCOR GROUP INC | $42.24万 | 0.24% | 509 | 166 | 48.4% | $13.78万 | 加仓 |
| GPC | GENUINE PARTS CO | $42.50万 | 0.24% | 3,602 | 1,427 | 65.6% | $16.84万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $43.14万 | 0.24% | 4,754 | -168 | -3.4% | -$1.52万 | 减仓 |
| ES | EVERSOURCE ENERGY | $43.68万 | 0.25% | 6,044 | 1,916 | 46.4% | $13.85万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $44.30万 | 0.25% | 4,004 | 1,316 | 49.0% | $14.56万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $44.76万 | 0.25% | 3,271 | -2,467 | -43.0% | -$33.75万 | 减仓 |
| ALLE | ALLEGION PLC | $44.87万 | 0.25% | 3,194 | -456 | -12.5% | -$6.41万 | 减仓 |
| CHE | CHEMED CORP NEW | $44.96万 | 0.25% | 965 | 345 | 55.6% | $16.07万 | 加仓 |
| EMXC | ISHARES INC | $45.01万 | 0.25% | 4,400 | 1,565 | 55.2% | $16.01万 | 加仓 |
| TSLA | TESLA INC | $45.85万 | 0.26% | 1,090 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $46.06万 | 0.26% | 2,814 | 21 | 0.8% | $3,438 | 加仓 |
| TLH | ISHARES TR | $46.32万 | 0.26% | 4,616 | 4,616 | — | $46.32万 | 新建仓 |
| IEMG | ISHARES INC | $46.66万 | 0.26% | 5,633 | 1,869 | 49.7% | $15.48万 | 加仓 |
| AVGO | BROADCOM INC | $47.45万 | 0.27% | 1,256 | -6 | -0.5% | -$2,267 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $48.28万 | 0.27% | 1,717 | 60 | 3.6% | $1.69万 | 加仓 |
| DSI | ISHARES TR | $48.93万 | 0.28% | 3,437 | 35 | 1.0% | $4,983 | 加仓 |
| PPG | PPG INDS INC | $49.23万 | 0.28% | 4,059 | -1,271 | -23.8% | -$15.42万 | 减仓 |
| CLS | CELESTICA INC | $50.16万 | 0.28% | 1,375 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $52.36万 | 0.30% | 518 | -457 | -46.9% | -$46.19万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $52.74万 | 0.30% | 4,167 | 1,143 | 37.8% | $14.47万 | 加仓 |
| TMUS | T-MOBILE US INC | $53.07万 | 0.30% | 3,164 | 219 | 7.4% | $3.67万 | 加仓 |
| CB | CHUBB LIMITED | $55.18万 | 0.31% | 1,619 | 431 | 36.3% | $14.69万 | 加仓 |
| MDT | MEDTRONIC PLC | $55.32万 | 0.31% | 7,072 | -4,765 | -40.3% | -$37.28万 | 减仓 |
| ITOT | ISHARES TR | $56.15万 | 0.32% | 3,418 | 9 | 0.3% | $1,479 | 加仓 |
| PEP | PEPSICO INC | $56.19万 | 0.32% | 4,150 | 936 | 29.1% | $12.67万 | 加仓 |
| SUB | ISHARES TR | $57.10万 | 0.32% | 5,363 | 31 | 0.6% | $3,301 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $60.02万 | 0.34% | 4,562 | 1,000 | 28.1% | $13.16万 | 加仓 |
| META | META PLATFORMS INC | $61.97万 | 0.35% | 1,100 | 72 | 7.0% | $4.06万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $65.48万 | 0.37% | 1,575 | 361 | 29.7% | $15.01万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $66.94万 | 0.38% | 2,989 | 511 | 20.6% | $11.44万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $69.56万 | 0.39% | 3,265 | -40 | -1.2% | -$8,522 | 减仓 |
| CVX | CHEVRON CORPORATION | $71.35万 | 0.40% | 4,305 | 1,336 | 45.0% | $22.14万 | 加仓 |