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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $2,602.65万 | 14.72% | 70,334 | 4,067 | 6.1% | $150.50万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $971.13万 | 5.49% | 136,299 | 10,800 | 8.6% | $76.95万 | 加仓 |
| AAPL | APPLE INC | $761.53万 | 4.31% | 26,318 | -540 | -2.0% | -$15.63万 | 减仓 |
| GOOGL | ALPHABET INC | $611.10万 | 3.46% | 17,100 | -339 | -1.9% | -$12.11万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $608.07万 | 3.44% | 76,942 | -8,959 | -10.4% | -$70.80万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $597.27万 | 3.38% | 123,327 | -88 | -0.1% | -$4,262 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $544.96万 | 3.08% | 65,936 | -6,843 | -9.4% | -$56.56万 | 减仓 |
| MSFT | MICROSOFT CORP | $510.78万 | 2.89% | 13,693 | 1,201 | 9.6% | $44.80万 | 加仓 |
| AMZN | AMAZON COM INC | $490.96万 | 2.78% | 20,599 | -1,328 | -6.1% | -$31.65万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $427.06万 | 2.42% | 173,179 | -30,806 | -15.1% | -$75.97万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $398.33万 | 2.25% | 4,258 | 7 | 0.2% | $6,548 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $300.52万 | 1.70% | 77,473 | -11,615 | -13.0% | -$45.05万 | 减仓 |
| IVV | ISHARES TR | $294.33万 | 1.66% | 3,930 | 9 | 0.2% | $6,740 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $280.71万 | 1.59% | 69,073 | -10,607 | -13.3% | -$43.11万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $269.29万 | 1.52% | 111,555 | -21,911 | -16.4% | -$52.89万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $195.10万 | 1.10% | 3,735 | 11 | 0.3% | $5,746 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $188.41万 | 1.07% | 7,419 | -302 | -3.9% | -$7.67万 | 减仓 |
| WMT | WALMART INC | $175.97万 | 1.00% | 15,537 | -279 | -1.8% | -$3.16万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $163.75万 | 0.93% | 2,193 | -266 | -10.8% | -$19.86万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $158.00万 | 0.89% | 29,480 | -17,640 | -37.4% | -$94.54万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $155.87万 | 0.88% | 10,630 | -1,474 | -12.2% | -$21.61万 | 减仓 |
| V | VISA INC | $151.54万 | 0.86% | 4,417 | -370 | -7.7% | -$12.69万 | 减仓 |
| MUNI | PIMCO ETF TR | $148.80万 | 0.84% | 28,288 | 1,500 | 5.6% | $7.89万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $145.04万 | 0.82% | 16,504 | 35 | 0.2% | $3,076 | 加仓 |
| NVDA | NVIDIA CORPORATION | $144.46万 | 0.82% | 7,220 | -718 | -9.0% | -$14.37万 | 减仓 |
| IWB | ISHARES TR | $144.42万 | 0.82% | 3,527 | -34 | -1.0% | -$1.39万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $143.49万 | 0.81% | 49,531 | -2,066 | -4.0% | -$5.99万 | 减仓 |
| SYY | SYSCO CORP | $142.85万 | 0.81% | 17,092 | 2,280 | 15.4% | $19.06万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $141.87万 | 0.80% | 48,987 | 639 | 1.3% | $1.85万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $141.36万 | 0.80% | 35,225 | -4,167 | -10.6% | -$16.72万 | 减仓 |
| ECL | ECOLAB INC | $139.41万 | 0.79% | 5,004 | 280 | 5.9% | $7.80万 | 加仓 |
| — | EXXON MOBIL CORP | $138.38万 | 0.78% | 10,122 | -599 | -5.6% | -$8.19万 | 减仓 |
| AGGY | WISDOMTREE TR | $134.86万 | 0.76% | 31,017 | 31,017 | — | $134.86万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $132.84万 | 0.75% | 10,647 | 2,546 | 31.4% | $31.77万 | 加仓 |
| MUB | ISHARES TR | $122.74万 | 0.69% | 11,405 | 704 | 6.6% | $7.58万 | 加仓 |
| AFL | AFLAC INC | $120.72万 | 0.68% | 10,296 | 55 | 0.5% | $6,449 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $113.71万 | 0.64% | 3,474 | 1,610 | 86.4% | $52.70万 | 加仓 |
| — | WISDOMTREE TR | $108.20万 | 0.61% | 24,500 | 24,500 | — | $108.20万 | 新建仓 |
| IWM | ISHARES TR | $106.08万 | 0.60% | 3,531 | 1,274 | 56.4% | $38.28万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $102.40万 | 0.58% | 19,280 | 135 | 0.7% | $7,170 | 加仓 |
| ETN | EATON CORP PLC | $100.22万 | 0.57% | 2,352 | -147 | -5.9% | -$6.26万 | 减仓 |
| CSCO | CISCO SYS INC | $95.84万 | 0.54% | 8,159 | 149 | 1.9% | $1.75万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $92.57万 | 0.52% | 1,846 | -605 | -24.7% | -$30.34万 | 减仓 |
| ABBV | ABBVIE INC | $88.20万 | 0.50% | 3,505 | 1,788 | 104.1% | $44.99万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $88.14万 | 0.50% | 2,560 | -46 | -1.8% | -$1.58万 | 减仓 |
| BLK | BLACKROCK INC | $87.08万 | 0.49% | 906 | 142 | 18.6% | $13.65万 | 加仓 |
| LIN | LINDE PLC | $85.33万 | 0.48% | 1,644 | 294 | 21.8% | $15.26万 | 加仓 |
| KLAC | KLA CORP | $85.15万 | 0.48% | 2,822 | -108 | -3.7% | -$3.26万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $84.46万 | 0.48% | 16,698 | -112 | -0.7% | -$5,665 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $81.99万 | 0.46% | 7,956 | 2,889 | 57.0% | $29.77万 | 加仓 |
| LLY | ELI LILLY & CO | $79.03万 | 0.45% | 659 | 33 | 5.3% | $3.96万 | 加仓 |
| TJX | TJX COS INC NEW | $78.54万 | 0.44% | 5,184 | 2,012 | 63.4% | $30.48万 | 加仓 |
| LOW | LOWES COS INC | $76.42万 | 0.43% | 3,466 | 681 | 24.5% | $15.01万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $72.15万 | 0.41% | 12,233 | 114 | 0.9% | $6,724 | 加仓 |
| CVX | CHEVRON CORPORATION | $71.35万 | 0.40% | 4,305 | 1,336 | 45.0% | $22.14万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $69.56万 | 0.39% | 3,265 | -40 | -1.2% | -$8,522 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $66.94万 | 0.38% | 2,989 | 511 | 20.6% | $11.44万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $65.48万 | 0.37% | 1,575 | 361 | 29.7% | $15.01万 | 加仓 |
| META | META PLATFORMS INC | $61.97万 | 0.35% | 1,100 | 72 | 7.0% | $4.06万 | 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 |
| SUB | ISHARES TR | $57.10万 | 0.32% | 5,363 | 31 | 0.6% | $3,301 | 加仓 |
| PEP | PEPSICO INC | $56.19万 | 0.32% | 4,150 | 936 | 29.1% | $12.67万 | 加仓 |
| ITOT | ISHARES TR | $56.15万 | 0.32% | 3,418 | 9 | 0.3% | $1,479 | 加仓 |
| MDT | MEDTRONIC PLC | $55.32万 | 0.31% | 7,072 | -4,765 | -40.3% | -$37.28万 | 减仓 |
| CB | CHUBB LIMITED | $55.18万 | 0.31% | 1,619 | 431 | 36.3% | $14.69万 | 加仓 |
| TMUS | T-MOBILE US INC | $53.07万 | 0.30% | 3,164 | 219 | 7.4% | $3.67万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $52.74万 | 0.30% | 4,167 | 1,143 | 37.8% | $14.47万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $52.36万 | 0.30% | 518 | -457 | -46.9% | -$46.19万 | 减仓 |
| CLS | CELESTICA INC | $50.16万 | 0.28% | 1,375 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $49.23万 | 0.28% | 4,059 | -1,271 | -23.8% | -$15.42万 | 减仓 |
| DSI | ISHARES TR | $48.93万 | 0.28% | 3,437 | 35 | 1.0% | $4,983 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $48.28万 | 0.27% | 1,717 | 60 | 3.6% | $1.69万 | 加仓 |
| AVGO | BROADCOM INC | $47.45万 | 0.27% | 1,256 | -6 | -0.5% | -$2,267 | 减仓 |
| IEMG | ISHARES INC | $46.66万 | 0.26% | 5,633 | 1,869 | 49.7% | $15.48万 | 加仓 |
| TLH | ISHARES TR | $46.32万 | 0.26% | 4,616 | 4,616 | — | $46.32万 | 新建仓 |
| ESGU | ISHARES TR | $46.06万 | 0.26% | 2,814 | 21 | 0.8% | $3,438 | 加仓 |
| TSLA | TESLA INC | $45.85万 | 0.26% | 1,090 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $45.01万 | 0.25% | 4,400 | 1,565 | 55.2% | $16.01万 | 加仓 |
| CHE | CHEMED CORP NEW | $44.96万 | 0.25% | 965 | 345 | 55.6% | $16.07万 | 加仓 |
| ALLE | ALLEGION PLC | $44.87万 | 0.25% | 3,194 | -456 | -12.5% | -$6.41万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $44.76万 | 0.25% | 3,271 | -2,467 | -43.0% | -$33.75万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $44.30万 | 0.25% | 4,004 | 1,316 | 49.0% | $14.56万 | 加仓 |
| ES | EVERSOURCE ENERGY | $43.68万 | 0.25% | 6,044 | 1,916 | 46.4% | $13.85万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $43.14万 | 0.24% | 4,754 | -168 | -3.4% | -$1.52万 | 减仓 |
| GPC | GENUINE PARTS CO | $42.50万 | 0.24% | 3,602 | 1,427 | 65.6% | $16.84万 | 加仓 |
| EME | EMCOR GROUP INC | $42.24万 | 0.24% | 509 | 166 | 48.4% | $13.78万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $42.21万 | 0.24% | 2,789 | -343 | -11.0% | -$5.19万 | 减仓 |
| USFR | WISDOMTREE TR | $41.20万 | 0.23% | 8,183 | 8,183 | — | $41.20万 | 新建仓 |
| AMGN | AMGEN INC | $40.58万 | 0.23% | 1,121 | 71 | 6.8% | $2.57万 | 加仓 |
| — | WISDOMTREE TR | $40.30万 | 0.23% | 8,340 | 8,340 | — | $40.30万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $40.01万 | 0.23% | 649 | 26 | 4.2% | $1.60万 | 加仓 |
| WTAI | WISDOMTREE TR | $39.78万 | 0.22% | 8,381 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $38.84万 | 0.22% | 2,255 | -1,706 | -43.1% | -$29.39万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $38.78万 | 0.22% | 7,655 | 28 | 0.4% | $1,418 | 加仓 |
| KO | COCA COLA CO | $37.83万 | 0.21% | 4,655 | -19 | -0.4% | -$1,544 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $37.69万 | 0.21% | 3,891 | -150 | -3.7% | -$1.45万 | 减仓 |
| AOS | SMITH A O CORP | $37.51万 | 0.21% | 5,980 | 2,409 | 67.5% | $15.11万 | 加仓 |
| MCD | MCDONALDS CORP | $37.16万 | 0.21% | 1,375 | 347 | 33.8% | $9.38万 | 加仓 |
| MRK | MERCK & CO INC | $35.10万 | 0.20% | 2,732 | 2,732 | — | $35.10万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $34.62万 | 0.20% | 1,425 | 4 | 0.3% | $972 | 加仓 |