CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
BETHLEHEM PA · SEC CIK 0002044324
$6.48亿2026Q1 申报市值
134持仓数
52.6%前十大占比 · 第一大 11.8%
4 / 3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
GARP 新建仓+$1,435.74万
BRK/A 加仓+$359.07万
SGOV 加仓+$303.53万
SLYG 新建仓+$267.81万
SPAB 加仓+$256.68万
2026Q1 卖出最多 按季末市值估算
QLTA 减仓-$230.17万
IVV 减仓-$102.29万
BKLC 减仓-$84.86万
VTI 减仓-$32.85万
VTV 减仓-$22.90万
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 |
|---|---|---|---|---|---|---|---|---|
| AGG | iShares Core US Aggregate Bond ETF | $365.96万 | 0.56% | 36,865 | 492 | 1.4% | $4.88万 | 加仓 |
| CGCP | Capital Group Core Plus Income ETF | $374.27万 | 0.58% | 167,533 | 17,605 | 11.7% | $39.33万 | 加仓 |
| ICF | iShares Select U.S. REIT ETF | $394.36万 | 0.61% | 63,720 | 11,186 | 21.3% | $69.23万 | 加仓 |
| TAXX | BondBloxx IRM Tax-Awr Shrt Dur ETF | $398.31万 | 0.61% | 78,788 | 29,558 | 60.0% | $149.43万 | 加仓 |
| VPLS | Vanguard Core-Plus Bond ETF | $400.37万 | 0.62% | 51,600 | 5,031 | 10.8% | $39.04万 | 加仓 |
| SCHA | Schwab US Small-Cap ETF | $401.07万 | 0.62% | 137,921 | -648 | -0.5% | -$1.88万 | 减仓 |
| VYM | Vanguard High Dividend Yield ETF | $429.62万 | 0.66% | 29,009 | 0 | 0.0% | — | 不变 |
| BRK/A | Berkshire Hathaway Inc Class A | $430.88万 | 0.66% | 6 | 5 | 500.0% | $359.07万 | 加仓 |
| VIG | Vanguard Dividend Appreciation ETF | $459.01万 | 0.71% | 21,343 | 3 | 0.0% | $645 | 加仓 |
| CGMU | Capital Group Municipal Income ETF | $489.89万 | 0.76% | 180,439 | 23,002 | 14.6% | $62.45万 | 加仓 |
| QUAL | iShares MSCI USA Quality Factor ETF | $510.01万 | 0.79% | 26,589 | -54 | -0.2% | -$1.04万 | 减仓 |
| EFA | iShares MSCI EAFE ETF | $571.54万 | 0.88% | 58,843 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR Portfolio Developed Wld ex-US ETF | $584.48万 | 0.90% | 128,034 | -1,890 | -1.5% | -$8.63万 | 减仓 |
| PULS | PGIM Ultra Short Bond ETF | $586.44万 | 0.90% | 118,472 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR S&P 600 Small Cap Value ETF | $597.26万 | 0.92% | 63,149 | 0 | 0.0% | — | 不变 |
| DVY | iShares Select Dividend ETF | $652.23万 | 1.01% | 43,077 | 50 | 0.1% | $7,571 | 加仓 |
| IWF | iShares Russell 1000 Growth ETF | $666.04万 | 1.03% | 15,620 | -2 | -0.0% | -$853 | 减仓 |
| VIGI | Vanguard Intl Div Apprec ETF | $679.22万 | 1.05% | 76,783 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF | $744.46万 | 1.15% | 11,447 | -20 | -0.2% | -$1.30万 | 减仓 |
| SCHK | Schwab 1000 ETF | $808.84万 | 1.25% | 258,167 | 63,859 | 32.9% | $200.07万 | 加仓 |
| SCHF | Schwab International Equity ETF | $848.23万 | 1.31% | 342,720 | 26,297 | 8.3% | $65.09万 | 加仓 |
| VGT | Vanguard Information Technology ETF | $928.44万 | 1.43% | 13,306 | 696 | 5.5% | $48.56万 | 加仓 |
| VV | Vanguard Large-Cap ETF | $1,153.63万 | 1.78% | 38,602 | 194 | 0.5% | $5.80万 | 加仓 |
| PREF | Principal Spectrum Pref Secs Actv ETF | $1,220.51万 | 1.88% | 648,514 | 33,062 | 5.4% | $62.22万 | 加仓 |
| MMIT | NYLI MacKay Muni Intermediate ETF | $1,344.33万 | 2.07% | 557,697 | 46,343 | 9.1% | $111.71万 | 加仓 |
| GARP | ISHARES MSCI USA QUALITY GAR | $1,435.74万 | 2.22% | 224,439 | 224,439 | — | $1,435.74万 | 新建仓 |
| GSEW | Goldman Sachs Equal Wght US Lg Cp Eq ETF | $1,610.96万 | 2.49% | 190,285 | 11,798 | 6.6% | $99.88万 | 加仓 |
| MMIN | NYLI MacKay Muni Insured ETF | $1,660.45万 | 2.56% | 700,318 | 34,447 | 5.2% | $81.67万 | 加仓 |
| SPSM | SPDR Portfolio S&P 600 Sm Cap ETF | $1,770.48万 | 2.73% | 366,407 | 16,164 | 4.6% | $78.10万 | 加仓 |
| QLTA | iShares Aaa - A Rated Corporate Bond ETF | $1,900.87万 | 2.93% | 399,425 | -48,366 | -10.8% | -$230.17万 | 减仓 |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $2,208.52万 | 3.41% | 219,403 | 30,154 | 15.9% | $303.53万 | 加仓 |
| SPYM | SPDR Portfolio S&P 500 ETF | $2,490.75万 | 3.84% | 325,418 | 20,753 | 6.8% | $158.84万 | 加仓 |
| JAAA | Janus Henderson AAA CLO ETF | $2,891.96万 | 4.46% | 574,143 | 9,511 | 1.7% | $47.91万 | 加仓 |
| IVV | iShares Core S&P 500 ETF | $2,914.66万 | 4.50% | 44,620 | -1,566 | -3.4% | -$102.29万 | 减仓 |
| HTRB | Hartford Total Return Bond ETF | $3,390.85万 | 5.23% | 1,004,995 | 35,116 | 3.6% | $118.48万 | 加仓 |
| SPAB | SPDR Portfolio Aggregate Bond ETF | $4,306.51万 | 6.65% | 1,680,916 | 100,187 | 6.3% | $256.68万 | 加仓 |
| VEU | Vanguard FTSE All-Wld ex-US ETF | $4,527.19万 | 6.99% | 602,821 | 6,455 | 1.1% | $48.48万 | 加仓 |
| SCHX | Schwab US Large-Cap ETF | $7,677.74万 | 11.85% | 2,994,436 | 78,553 | 2.7% | $201.41万 | 加仓 |