W.H. Cornerstone Investments Inc.
KINGSTON MA · SEC CIK 0001940823
$1.60亿2026Q1 申报市值
129持仓数
46.4%前十大占比 · 第一大 13.3%
21 / 5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
BNDX 加仓+$242.97万
VEA 加仓+$85.01万
VTI 加仓+$69.62万
CVX 新建仓+$61.44万
IWM 新建仓+$55.96万
2026Q1 卖出最多 按季末市值估算
DFGX 减仓-$239.52万
DFEM 减仓-$82.74万
DIMENSIONAL ETF 减仓-$78.60万
TMO 减仓-$72.06万
EQIX 减仓-$70.26万
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 |
|---|---|---|---|---|---|---|---|---|
| MUB | ISHARES TR | $113.59万 | 0.71% | 10,701 | 2,812 | 35.6% | $29.85万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $117.28万 | 0.73% | 19,145 | -224 | -1.2% | -$1.37万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $120.47万 | 0.75% | 2,451 | -1,466 | -37.4% | -$72.06万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $121.35万 | 0.76% | 48,348 | -13,289 | -21.6% | -$33.36万 | 减仓 |
| ECL | ECOLAB INC | $125.68万 | 0.79% | 4,724 | 187 | 4.1% | $4.97万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $126.05万 | 0.79% | 16,469 | -103 | -0.6% | -$7,884 | 减仓 |
| IWB | ISHARES TR | $126.97万 | 0.79% | 3,561 | 9 | 0.3% | $3,209 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $137.14万 | 0.86% | 51,597 | -4,463 | -8.0% | -$11.86万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $138.43万 | 0.87% | 7,938 | -950 | -10.7% | -$16.57万 | 减仓 |
| MUNI | PIMCO ETF TR | $139.81万 | 0.87% | 26,788 | 7,462 | 38.6% | $38.94万 | 加仓 |
| V | VISA INC | $144.67万 | 0.90% | 4,787 | -836 | -14.9% | -$25.27万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $155.36万 | 0.97% | 39,392 | -11,365 | -22.4% | -$44.82万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $159.92万 | 1.00% | 2,459 | 253 | 11.5% | $16.45万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $172.47万 | 1.08% | 3,724 | 14 | 0.4% | $6,484 | 加仓 |
| PG | PROCTER & GAMBLE CO | $174.83万 | 1.09% | 12,104 | -1,725 | -12.5% | -$24.92万 | 减仓 |
| — | EXXON MOBIL CORP | $181.89万 | 1.14% | 10,721 | -1,900 | -15.1% | -$32.24万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $188.74万 | 1.18% | 7,721 | 36 | 0.5% | $8,800 | 加仓 |
| WMT | WALMART INC | $196.56万 | 1.23% | 15,816 | -5 | -0.0% | -$621 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $247.15万 | 1.54% | 47,120 | -45,666 | -49.2% | -$239.52万 | 减仓 |
| IVV | ISHARES TR | $256.12万 | 1.60% | 3,921 | 11 | 0.3% | $7,185 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $275.30万 | 1.72% | 79,680 | -23,948 | -23.1% | -$82.74万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $312.17万 | 1.95% | 89,088 | -22,430 | -20.1% | -$78.60万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $323.92万 | 2.02% | 133,466 | 6,917 | 5.5% | $16.79万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $423.58万 | 2.65% | 4,251 | 217 | 5.4% | $21.62万 | 加仓 |
| AMZN | AMAZON COM INC | $456.67万 | 2.85% | 21,927 | -1,184 | -5.1% | -$24.66万 | 减仓 |
| MSFT | MICROSOFT CORP | $462.43万 | 2.89% | 12,492 | -821 | -6.2% | -$30.39万 | 减仓 |
| GOOGL | ALPHABET INC | $501.49万 | 3.13% | 17,439 | -1,268 | -6.8% | -$36.46万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $508.13万 | 3.18% | 203,985 | -2,682 | -1.3% | -$6.68万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $593.01万 | 3.71% | 123,415 | 50,565 | 69.4% | $242.97万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $602.25万 | 3.76% | 72,779 | -4,395 | -5.7% | -$36.37万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $680.94万 | 4.26% | 85,901 | -1,405 | -1.6% | -$11.14万 | 减仓 |
| AAPL | APPLE INC | $681.63万 | 4.26% | 26,858 | -846 | -3.1% | -$21.47万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $804.20万 | 5.03% | 125,499 | 13,266 | 11.8% | $85.01万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,125.91万 | 13.29% | 66,267 | 2,170 | 3.4% | $69.62万 | 加仓 |