Cornerstone Financial Group, LLC /NE/
OMAHA NE · SEC CIK 0002056783
$1.58亿2026Q1 申报市值
73持仓数
51.6%前十大占比 · 第一大 8.6%
1 / 0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
VGT 加仓+$221.74万
VO 加仓+$191.41万
BSV 加仓+$118.78万
SPTM 加仓+$79.65万
VXUS 加仓+$70.17万
2026Q1 卖出最多 按季末市值估算
SUB 减仓-$16.62万
VOO 减仓-$16.03万
FNDB 减仓-$15.12万
LRCX 减仓-$11.40万
MTUM 减仓-$11.37万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $20.74万 | 0.13% | 913 | 913 | — | $20.74万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $20.94万 | 0.13% | 816 | -444 | -35.2% | -$11.40万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $22.76万 | 0.14% | 4,514 | 2 | 0.0% | $101 | 加仓 |
| WRB | BERKLEY W R CORP | $22.95万 | 0.15% | 3,457 | -225 | -6.1% | -$1.49万 | 减仓 |
| WMT | WALMART INC | $23.84万 | 0.15% | 1,812 | -25 | -1.4% | -$3,289 | 减仓 |
| EFV | ISHARES TR | $24.26万 | 0.15% | 3,136 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $24.64万 | 0.16% | 1,673 | 5 | 0.3% | $736 | 加仓 |
| IBDR | ISHARES TR | $24.98万 | 0.16% | 10,332 | 104 | 1.0% | $2,515 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $25.52万 | 0.16% | 8,753 | 651 | 8.0% | $1.90万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $26.48万 | 0.17% | 1,918 | 5 | 0.3% | $690 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $26.88万 | 0.17% | 4,954 | -73 | -1.5% | -$3,960 | 减仓 |
| IBDS | ISHARES TR | $27.18万 | 0.17% | 11,245 | 118 | 1.1% | $2,852 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $35.96万 | 0.23% | 8,536 | -345 | -3.9% | -$1.45万 | 减仓 |
| AGG | ISHARES TR | $36.83万 | 0.23% | 3,724 | 1,071 | 40.4% | $10.59万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $38.61万 | 0.24% | 2,385 | -113 | -4.5% | -$1.83万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $38.64万 | 0.24% | 3,418 | -40 | -1.2% | -$4,521 | 减仓 |
| SPTS | SPDR SERIES TRUST | $40.21万 | 0.25% | 13,842 | 123 | 0.9% | $3,573 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $41.38万 | 0.26% | 7,378 | 23 | 0.3% | $1,290 | 加仓 |
| EFAV | ISHARES TR | $42.41万 | 0.27% | 4,635 | -930 | -16.7% | -$8.51万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $42.42万 | 0.27% | 3,358 | 9 | 0.3% | $1,137 | 加仓 |
| MTUM | ISHARES TR | $42.93万 | 0.27% | 1,506 | -399 | -20.9% | -$11.37万 | 减仓 |
| QQQ | INVESCO QQQ TR | $44.74万 | 0.28% | 664 | -21 | -3.1% | -$1.42万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $46.48万 | 0.29% | 2,970 | -476 | -13.8% | -$7.45万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $48.28万 | 0.31% | 2,344 | 7 | 0.3% | $1,442 | 加仓 |
| ILCG | ISHARES TR | $55.68万 | 0.35% | 5,037 | 5 | 0.1% | $553 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $56.98万 | 0.36% | 7,051 | 31 | 0.4% | $2,505 | 加仓 |
| XSOE | WISDOMTREE TR | $57.88万 | 0.37% | 12,718 | -462 | -3.5% | -$2.10万 | 减仓 |
| MSFT | MICROSOFT CORP | $58.68万 | 0.37% | 1,416 | 3 | 0.2% | $1,243 | 加仓 |
| PSK | SPDR SERIES TRUST | $64.35万 | 0.41% | 20,524 | 413 | 2.1% | $1.29万 | 加仓 |
| IWS | ISHARES TR | $67.08万 | 0.42% | 4,289 | 5 | 0.1% | $782 | 加仓 |
| DTD | WISDOMTREE TR | $70.96万 | 0.45% | 7,800 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.03万 | 0.45% | 1 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $78.37万 | 0.50% | 2,798 | -34 | -1.2% | -$9,524 | 减仓 |
| SUB | ISHARES TR | $80.63万 | 0.51% | 7,584 | -1,563 | -17.1% | -$16.62万 | 减仓 |
| UNP | UNION PAC CORP | $88.10万 | 0.56% | 3,308 | 1 | 0.0% | $266 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $89.42万 | 0.57% | 13,012 | 939 | 7.8% | $6.45万 | 加仓 |
| ESGU | ISHARES TR | $91.23万 | 0.58% | 5,814 | 460 | 8.6% | $7.22万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $91.41万 | 0.58% | 11,744 | -1,187 | -9.2% | -$9.24万 | 减仓 |
| MUB | ISHARES TR | $94.03万 | 0.60% | 8,804 | -32 | -0.4% | -$3,418 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $94.65万 | 0.60% | 18,297 | 66 | 0.4% | $3,414 | 加仓 |
| MGV | VANGUARD WORLD FD | $98.14万 | 0.62% | 6,451 | -575 | -8.2% | -$8.75万 | 减仓 |
| MOAT | VANECK ETF TRUST | $110.30万 | 0.70% | 11,019 | -525 | -4.5% | -$5.26万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $123.83万 | 0.78% | 6,240 | 0 | 0.0% | — | 不变 |
| FNDB | SCHWAB STRATEGIC TR | $138.94万 | 0.88% | 47,276 | -5,146 | -9.8% | -$15.12万 | 减仓 |
| — | VANECK ETF TRUST | $152.21万 | 0.96% | 43,413 | -179 | -0.4% | -$6,276 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $155.31万 | 0.98% | 25,951 | 814 | 3.2% | $4.87万 | 加仓 |
| IQLT | ISHARES TR | $156.05万 | 0.99% | 32,017 | -972 | -2.9% | -$4.74万 | 减仓 |
| SMMD | ISHARES TR | $159.75万 | 1.01% | 18,779 | 956 | 5.4% | $8.13万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $200.44万 | 1.27% | 33,979 | 1,878 | 5.9% | $11.08万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $217.02万 | 1.37% | 4,588 | -5 | -0.1% | -$2,365 | 减仓 |
| VOO | VANGUARD INDEX FDS | $219.01万 | 1.39% | 3,306 | -242 | -6.8% | -$16.03万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $222.95万 | 1.41% | 14,722 | 340 | 2.4% | $5.15万 | 加仓 |
| VO | VANGUARD INDEX FDS | $252.22万 | 1.60% | 32,659 | 24,785 | 314.8% | $191.41万 | 加仓 |
| VGT | VANGUARD WORLD FD | $253.41万 | 1.60% | 3,632 | 3,178 | 700.0% | $221.74万 | 加仓 |
| QLTA | ISHARES TR | $253.73万 | 1.61% | 53,517 | 7,284 | 15.8% | $34.53万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $278.00万 | 1.76% | 37,896 | 2,259 | 6.3% | $16.57万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $288.79万 | 1.83% | 34,971 | 5,625 | 19.2% | $46.45万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $341.24万 | 2.16% | 9,605 | 120 | 1.3% | $4.26万 | 加仓 |
| REET | ISHARES TR | $375.42万 | 2.38% | 137,670 | 17,883 | 14.9% | $48.77万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $398.95万 | 2.53% | 58,403 | 429 | 0.7% | $2.93万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $398.98万 | 2.53% | 68,425 | -207 | -0.3% | -$1.21万 | 减仓 |
| TIP | ISHARES TR | $399.35万 | 2.53% | 35,864 | 1,252 | 3.6% | $13.94万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $451.20万 | 2.86% | 134,929 | 13,632 | 11.2% | $45.59万 | 加仓 |
| MINT | PIMCO ETF TR | $478.21万 | 3.03% | 47,621 | 2,391 | 5.3% | $24.01万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $556.71万 | 3.52% | 152,189 | 1,206 | 0.8% | $4.41万 | 加仓 |
| STIP | ISHARES TR | $580.08万 | 3.67% | 55,960 | 1,717 | 3.2% | $17.80万 | 加仓 |
| PFF | ISHARES TR | $631.93万 | 4.00% | 201,189 | 9,325 | 4.9% | $29.29万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $674.70万 | 4.27% | 24,310 | -409 | -1.7% | -$11.35万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $821.87万 | 5.20% | 105,260 | 15,213 | 16.9% | $118.78万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $930.45万 | 5.89% | 190,315 | 14,231 | 8.1% | $69.58万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $945.03万 | 5.98% | 113,900 | 8,457 | 8.0% | $70.17万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,169.53万 | 7.40% | 149,022 | 118 | 0.1% | $9,261 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1,361.55万 | 8.62% | 155,676 | 9,107 | 6.2% | $79.65万 | 加仓 |