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 |
|---|---|---|---|---|---|---|---|---|
| ES | EVERSOURCE ENERGY | $28.60万 | 0.18% | 4,128 | 4,128 | — | $28.60万 | 新建仓 |
| TGT | TARGET CORP | $27.58万 | 0.17% | 2,276 | 17 | 0.8% | $2,060 | 加仓 |
| ALB | ALBEMARLE CORP | $27.00万 | 0.17% | 1,504 | 1,504 | — | $27.00万 | 新建仓 |
| EUSB | ISHARES TR | $26.48万 | 0.17% | 6,087 | 951 | 18.5% | $4.14万 | 加仓 |
| IEMG | ISHARES INC | $26.26万 | 0.16% | 3,764 | 3,764 | — | $26.26万 | 新建仓 |
| CME | CME GROUP INC | $25.88万 | 0.16% | 876 | 876 | — | $25.88万 | 新建仓 |
| LCTU | BLACKROCK ETF TRUST | $25.84万 | 0.16% | 3,684 | -138 | -3.6% | -$9,678 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $25.59万 | 0.16% | 2,723 | 9 | 0.3% | $846 | 加仓 |
| EME | EMCOR GROUP INC | $25.32万 | 0.16% | 343 | 343 | — | $25.32万 | 新建仓 |
| INTU | INTUIT | $24.71万 | 0.15% | 571 | -230 | -28.7% | -$9.95万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $24.57万 | 0.15% | 623 | 623 | — | $24.57万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $24.29万 | 0.15% | 1,225 | -923 | -43.0% | -$18.30万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.20万 | 0.15% | 505 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE TR | $23.66万 | 0.15% | 8,381 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $23.56万 | 0.15% | 554 | 1 | 0.2% | $425 | 加仓 |
| AOS | SMITH A O CORP | $23.55万 | 0.15% | 3,571 | 3,571 | — | $23.55万 | 新建仓 |
| CHE | CHEMED CORP NEW | $23.42万 | 0.15% | 620 | 620 | — | $23.42万 | 新建仓 |
| BRO | BROWN & BROWN INC | $23.33万 | 0.15% | 3,578 | 8 | 0.2% | $522 | 加仓 |
| EBAY | EBAY INC. | $23.06万 | 0.14% | 2,534 | -250 | -9.0% | -$2.28万 | 减仓 |
| GPC | GENUINE PARTS CO | $23.00万 | 0.14% | 2,175 | 2,175 | — | $23.00万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $22.63万 | 0.14% | 374 | -210 | -36.0% | -$12.71万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $22.43万 | 0.14% | 5,571 | 39 | 0.7% | $1,571 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $22.32万 | 0.14% | 1,680 | 2 | 0.1% | $266 | 加仓 |
| EMXC | ISHARES INC | $22.30万 | 0.14% | 2,835 | 2,835 | — | $22.30万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $22.13万 | 0.14% | 1,996 | 7 | 0.4% | $776 | 加仓 |
| DHI | D R HORTON INC | $21.35万 | 0.13% | 1,556 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $20.52万 | 0.13% | 2,819 | 2,819 | — | $20.52万 | 新建仓 |
| FDX | FEDEX CORP | $20.18万 | 0.13% | 566 | 566 | — | $20.18万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $8.03万 | 0.05% | 10,649 | 160 | 1.5% | $1,206 | 加仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,855 | -100.0% | -$49.14万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -15,720 | -100.0% | -$46.99万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$30.64万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -2,764 | -100.0% | -$23.49万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,711 | -100.0% | -$20.33万 | 清仓 |