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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $2,125.91万 | 13.29% | 66,267 | 2,170 | 3.4% | $69.62万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $804.20万 | 5.03% | 125,499 | 13,266 | 11.8% | $85.01万 | 加仓 |
| AAPL | APPLE INC | $681.63万 | 4.26% | 26,858 | -846 | -3.1% | -$21.47万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $680.94万 | 4.26% | 85,901 | -1,405 | -1.6% | -$11.14万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $602.25万 | 3.76% | 72,779 | -4,395 | -5.7% | -$36.37万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $593.01万 | 3.71% | 123,415 | 50,565 | 69.4% | $242.97万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $508.13万 | 3.18% | 203,985 | -2,682 | -1.3% | -$6.68万 | 减仓 |
| GOOGL | ALPHABET INC | $501.49万 | 3.13% | 17,439 | -1,268 | -6.8% | -$36.46万 | 减仓 |
| MSFT | MICROSOFT CORP | $462.43万 | 2.89% | 12,492 | -821 | -6.2% | -$30.39万 | 减仓 |
| AMZN | AMAZON COM INC | $456.67万 | 2.85% | 21,927 | -1,184 | -5.1% | -$24.66万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $423.58万 | 2.65% | 4,251 | 217 | 5.4% | $21.62万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $323.92万 | 2.02% | 133,466 | 6,917 | 5.5% | $16.79万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $312.17万 | 1.95% | 89,088 | -22,430 | -20.1% | -$78.60万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $275.30万 | 1.72% | 79,680 | -23,948 | -23.1% | -$82.74万 | 减仓 |
| IVV | ISHARES TR | $256.12万 | 1.60% | 3,921 | 11 | 0.3% | $7,185 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $247.15万 | 1.54% | 47,120 | -45,666 | -49.2% | -$239.52万 | 减仓 |
| WMT | WALMART INC | $196.56万 | 1.23% | 15,816 | -5 | -0.0% | -$621 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $188.74万 | 1.18% | 7,721 | 36 | 0.5% | $8,800 | 加仓 |
| — | EXXON MOBIL CORP | $181.89万 | 1.14% | 10,721 | -1,900 | -15.1% | -$32.24万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $174.83万 | 1.09% | 12,104 | -1,725 | -12.5% | -$24.92万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $172.47万 | 1.08% | 3,724 | 14 | 0.4% | $6,484 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $159.92万 | 1.00% | 2,459 | 253 | 11.5% | $16.45万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $155.36万 | 0.97% | 39,392 | -11,365 | -22.4% | -$44.82万 | 减仓 |
| V | VISA INC | $144.67万 | 0.90% | 4,787 | -836 | -14.9% | -$25.27万 | 减仓 |
| MUNI | PIMCO ETF TR | $139.81万 | 0.87% | 26,788 | 7,462 | 38.6% | $38.94万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $138.43万 | 0.87% | 7,938 | -950 | -10.7% | -$16.57万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $137.14万 | 0.86% | 51,597 | -4,463 | -8.0% | -$11.86万 | 减仓 |
| IWB | ISHARES TR | $126.97万 | 0.79% | 3,561 | 9 | 0.3% | $3,209 | 加仓 |
| SPYM | SPDR SERIES TRUST | $126.05万 | 0.79% | 16,469 | -103 | -0.6% | -$7,884 | 减仓 |
| ECL | ECOLAB INC | $125.68万 | 0.79% | 4,724 | 187 | 4.1% | $4.97万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $121.35万 | 0.76% | 48,348 | -13,289 | -21.6% | -$33.36万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $120.47万 | 0.75% | 2,451 | -1,466 | -37.4% | -$72.06万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $117.28万 | 0.73% | 19,145 | -224 | -1.2% | -$1.37万 | 减仓 |
| MUB | ISHARES TR | $113.59万 | 0.71% | 10,701 | 2,812 | 35.6% | $29.85万 | 加仓 |
| AFL | AFLAC INC | $112.35万 | 0.70% | 10,241 | 54 | 0.5% | $5,924 | 加仓 |
| SYY | SYSCO CORP | $105.66万 | 0.66% | 14,812 | 3,097 | 26.4% | $22.09万 | 加仓 |
| MDT | MEDTRONIC PLC | $102.57万 | 0.64% | 11,837 | -3,598 | -23.3% | -$31.18万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $89.49万 | 0.56% | 8,101 | 4,989 | 160.3% | $55.11万 | 加仓 |
| ETN | EATON CORP PLC | $89.38万 | 0.56% | 2,499 | -552 | -18.1% | -$19.74万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $83.86万 | 0.52% | 16,810 | 43 | 0.3% | $2,145 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $83.53万 | 0.52% | 2,606 | 6 | 0.2% | $1,923 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $82.51万 | 0.52% | 975 | -829 | -46.0% | -$70.15万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $75.21万 | 0.47% | 5,738 | -5,316 | -48.1% | -$69.68万 | 减仓 |
| BLK | BLACKROCK INC | $73.43万 | 0.46% | 764 | 202 | 35.9% | $19.42万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $73.17万 | 0.46% | 3,961 | -3,689 | -48.2% | -$68.15万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $72.39万 | 0.45% | 3,305 | 9 | 0.3% | $1,971 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $72.17万 | 0.45% | 12,119 | 70 | 0.6% | $4,169 | 加仓 |
| LIN | LINDE PLC | $66.94万 | 0.42% | 1,350 | 522 | 63.0% | $25.88万 | 加仓 |
| LOW | LOWES COS INC | $65.81万 | 0.41% | 2,785 | 692 | 33.1% | $16.35万 | 加仓 |
| CSCO | CISCO SYS INC | $62.15万 | 0.39% | 8,010 | -9 | -0.1% | -$698 | 减仓 |
| TMUS | T-MOBILE US INC | $61.85万 | 0.39% | 2,945 | 329 | 12.6% | $6.91万 | 加仓 |
| CVX | CHEVRON CORPORATION | $61.44万 | 0.38% | 2,969 | 2,969 | — | $61.44万 | 新建仓 |
| META | META PLATFORMS INC | $58.83万 | 0.37% | 1,028 | 130 | 14.5% | $7.44万 | 加仓 |
| LLY | ELI LILLY & CO | $57.58万 | 0.36% | 626 | 1 | 0.2% | $920 | 加仓 |
| PPG | PPG INDS INC | $56.97万 | 0.36% | 5,330 | -2,984 | -35.9% | -$31.89万 | 减仓 |
| SUB | ISHARES TR | $56.79万 | 0.35% | 5,332 | 20 | 0.4% | $2,130 | 加仓 |
| IWM | ISHARES TR | $55.96万 | 0.35% | 2,257 | 2,257 | — | $55.96万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $54.84万 | 0.34% | 1,864 | 3 | 0.2% | $883 | 加仓 |
| ALLE | ALLEGION PLC | $53.03万 | 0.33% | 3,650 | -1,340 | -26.9% | -$19.47万 | 减仓 |
| EOG | EOG RES INC | $52.31万 | 0.33% | 3,618 | -4,649 | -56.2% | -$67.22万 | 减仓 |
| TJX | TJX COS INC NEW | $50.66万 | 0.32% | 3,172 | 6 | 0.2% | $958 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $50.60万 | 0.32% | 5,067 | 5,067 | — | $50.60万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $50.53万 | 0.32% | 4,922 | 31 | 0.6% | $3,183 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $50.35万 | 0.31% | 2,478 | 846 | 51.8% | $17.19万 | 加仓 |
| PEP | PEPSICO INC | $49.92万 | 0.31% | 3,214 | 1,635 | 103.5% | $25.39万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $49.24万 | 0.31% | 3,132 | -358 | -10.3% | -$5.63万 | 减仓 |
| ITOT | ISHARES TR | $48.56万 | 0.30% | 3,409 | -64 | -1.8% | -$9,117 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $48.47万 | 0.30% | 3,562 | 1,981 | 125.3% | $26.96万 | 加仓 |
| EQIX | EQUINIX INC | $43.80万 | 0.27% | 447 | -717 | -61.6% | -$70.26万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $43.59万 | 0.27% | 1,500 | -1,871 | -55.5% | -$54.37万 | 减仓 |
| KLAC | KLA CORP | $43.13万 | 0.27% | 293 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $41.23万 | 0.26% | 3,402 | -182 | -5.1% | -$2.21万 | 减仓 |
| AZO | AUTOZONE INC | $40.53万 | 0.25% | 120 | -137 | -53.3% | -$46.28万 | 减仓 |
| TSLA | TESLA INC | $40.52万 | 0.25% | 1,090 | -159 | -12.7% | -$5.91万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $40.17万 | 0.25% | 1,657 | 54 | 3.4% | $1.31万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $39.60万 | 0.25% | 3,024 | 3,024 | — | $39.60万 | 新建仓 |
| ESGU | ISHARES TR | $39.51万 | 0.25% | 2,793 | -33 | -1.2% | -$4,668 | 减仓 |
| AVGO | BROADCOM INC | $39.06万 | 0.24% | 1,262 | 2 | 0.2% | $619 | 加仓 |
| CLS | CELESTICA INC | $38.73万 | 0.24% | 1,375 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $38.72万 | 0.24% | 1,188 | 1,188 | — | $38.72万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $38.13万 | 0.24% | 7,627 | 7 | 0.1% | $350 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $37.71万 | 0.24% | 4,041 | 11 | 0.3% | $1,026 | 加仓 |
| ABBV | ABBVIE INC | $37.34万 | 0.23% | 1,717 | 1,717 | — | $37.34万 | 新建仓 |
| AMGN | AMGEN INC | $36.96万 | 0.23% | 1,050 | 36 | 3.6% | $1.27万 | 加仓 |
| KO | COCA COLA CO | $35.54万 | 0.22% | 4,674 | -1,108 | -19.2% | -$8.43万 | 减仓 |
| ORCL | ORACLE CORP | $33.09万 | 0.21% | 2,249 | 25 | 1.1% | $3,678 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $32.86万 | 0.21% | 1,214 | 1,214 | — | $32.86万 | 新建仓 |
| MCD | MCDONALDS CORP | $31.95万 | 0.20% | 1,028 | 1,028 | — | $31.95万 | 新建仓 |
| PSA | PUBLIC STORAGE OPER CO | $31.78万 | 0.20% | 1,173 | -1,979 | -62.8% | -$53.62万 | 减仓 |
| IAGG | ISHARES TR | $31.62万 | 0.20% | 6,318 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $31.36万 | 0.20% | 628 | 1 | 0.2% | $499 | 加仓 |
| VBR | VANGUARD INDEX FDS | $30.87万 | 0.19% | 1,421 | 8 | 0.6% | $1,738 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $30.73万 | 0.19% | 7,526 | -288 | -3.7% | -$1.18万 | 减仓 |
| HD | HOME DEPOT INC | $30.72万 | 0.19% | 934 | -170 | -15.4% | -$5.59万 | 减仓 |
| TIP | ISHARES TR | $30.57万 | 0.19% | 2,770 | 172 | 6.6% | $1.90万 | 加仓 |
| INGR | INGREDION INC | $30.43万 | 0.19% | 2,701 | -4,501 | -62.5% | -$50.70万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $30.42万 | 0.19% | 2,688 | 2,688 | — | $30.42万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $30.17万 | 0.19% | 6,041 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $30.17万 | 0.19% | 2,917 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $29.33万 | 0.18% | 1,734 | 2 | 0.1% | $338 | 加仓 |