Cornerstone Financial Group, LLC /NE/
OMAHA NE · SEC CIK 0002056783
$1.62亿2026Q2 申报市值
75持仓数
52.2%前十大占比 · 第一大 8.9%
3 / 1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
BSV 加仓+$34.16万
SPDW 加仓+$33.47万
STIP 加仓+$32.50万
REET 加仓+$24.76万
SPTM 加仓+$23.66万
2026Q2 卖出最多 按季末市值估算
VO 减仓-$789.51万
VGT 减仓-$304.92万
QQQM 减仓-$29.75万
MINT 减仓-$23.97万
LRCX 清仓-$20.94万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -816 | -100.0% | -$20.94万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.46万 | 0.13% | 865 | 865 | — | $20.46万 | 新建仓 |
| WMT | WALMART INC | $20.55万 | 0.13% | 1,814 | 2 | 0.1% | $227 | 加仓 |
| VBR | VANGUARD INDEX FDS | $20.87万 | 0.13% | 859 | 859 | — | $20.87万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.07万 | 0.14% | 380 | 380 | — | $22.07万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $22.67万 | 0.14% | 4,514 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $23.31万 | 0.14% | 918 | 5 | 0.5% | $1,270 | 加仓 |
| WRB | BERKLEY W R CORP | $24.38万 | 0.15% | 3,457 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $24.62万 | 0.15% | 1,679 | 6 | 0.4% | $880 | 加仓 |
| EFV | ISHARES TR | $24.64万 | 0.15% | 3,219 | 83 | 2.6% | $6,354 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $24.95万 | 0.15% | 8,514 | -239 | -2.7% | -$7,002 | 减仓 |
| IBDR | ISHARES TR | $25.20万 | 0.16% | 10,400 | 68 | 0.7% | $1,648 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $25.81万 | 0.16% | 4,852 | -102 | -2.1% | -$5,425 | 减仓 |
| IBDS | ISHARES TR | $27.43万 | 0.17% | 11,325 | 80 | 0.7% | $1,938 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $28.12万 | 0.17% | 1,921 | 3 | 0.2% | $439 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $32.44万 | 0.20% | 7,594 | -942 | -11.0% | -$4.02万 | 减仓 |
| AGG | ISHARES TR | $36.86万 | 0.23% | 3,724 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $40.41万 | 0.25% | 13,928 | 86 | 0.6% | $2,495 | 加仓 |
| SPYG | SPDR SERIES TRUST | $40.68万 | 0.25% | 3,419 | 1 | 0.0% | $119 | 加仓 |
| EFAV | ISHARES TR | $41.40万 | 0.26% | 4,720 | 85 | 1.8% | $7,455 | 加仓 |
| VGT | VANGUARD WORLD FD | $42.36万 | 0.26% | 3,544 | -25,512 | -87.8% | -$304.92万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $44.01万 | 0.27% | 7,397 | 19 | 0.3% | $1,130 | 加仓 |
| ESGV | VANGUARD WORLD FD | $44.49万 | 0.27% | 3,365 | 7 | 0.2% | $926 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $45.50万 | 0.28% | 2,388 | 3 | 0.1% | $572 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $47.17万 | 0.29% | 2,985 | 15 | 0.5% | $2,371 | 加仓 |
| QQQ | INVESCO QQQ TR | $48.88万 | 0.30% | 664 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $51.16万 | 0.32% | 1,372 | -44 | -3.1% | -$1.64万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $51.24万 | 0.32% | 2,351 | 7 | 0.3% | $1,526 | 加仓 |
| MTUM | ISHARES TR | $51.68万 | 0.32% | 1,508 | 2 | 0.1% | $685 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $57.68万 | 0.36% | 6,887 | -164 | -2.3% | -$1.37万 | 减仓 |
| ILCG | ISHARES TR | $58.99万 | 0.36% | 5,041 | 4 | 0.1% | $468 | 加仓 |
| XSOE | WISDOMTREE TR | $62.80万 | 0.39% | 12,770 | 52 | 0.4% | $2,557 | 加仓 |
| PSK | SPDR SERIES TRUST | $63.29万 | 0.39% | 20,731 | 207 | 1.0% | $6,320 | 加仓 |
| IWS | ISHARES TR | $70.70万 | 0.44% | 4,295 | 6 | 0.1% | $988 | 加仓 |
| DTD | WISDOMTREE TR | $72.73万 | 0.45% | 7,800 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.46% | 1 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $81.03万 | 0.50% | 2,800 | 2 | 0.1% | $579 | 加仓 |
| SUB | ISHARES TR | $81.30万 | 0.50% | 7,636 | 52 | 0.7% | $5,537 | 加仓 |
| UNP | UNION PAC CORP | $90.02万 | 0.55% | 3,310 | 2 | 0.1% | $544 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $92.17万 | 0.57% | 12,935 | -77 | -0.6% | -$5,486 | 减仓 |
| ESGU | ISHARES TR | $95.36万 | 0.59% | 5,826 | 12 | 0.2% | $1,964 | 加仓 |
| MUB | ISHARES TR | $96.52万 | 0.59% | 8,969 | 165 | 1.9% | $1.78万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $97.49万 | 0.60% | 11,840 | 96 | 0.8% | $7,905 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $100.99万 | 0.62% | 18,359 | 62 | 0.3% | $3,411 | 加仓 |
| MGV | VANGUARD WORLD FD | $102.89万 | 0.63% | 6,295 | -156 | -2.4% | -$2.55万 | 减仓 |
| MOAT | VANECK ETF TRUST | $114.55万 | 0.71% | 11,019 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $124.86万 | 0.77% | 6,240 | 0 | 0.0% | — | 不变 |
| FNDB | SCHWAB STRATEGIC TR | $140.58万 | 0.87% | 46,151 | -1,125 | -2.4% | -$3.43万 | 减仓 |
| — | VANECK ETF TRUST | $144.35万 | 0.89% | 43,413 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $160.50万 | 0.99% | 32,392 | 375 | 1.2% | $1.86万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $165.72万 | 1.02% | 25,680 | -271 | -1.0% | -$1.75万 | 减仓 |
| SMMD | ISHARES TR | $175.81万 | 1.08% | 19,186 | 407 | 2.2% | $3.73万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $223.02万 | 1.37% | 37,364 | 3,385 | 10.0% | $20.20万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $226.99万 | 1.40% | 3,305 | -1 | -0.0% | -$687 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $228.73万 | 1.41% | 4,571 | -17 | -0.4% | -$8,507 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $230.76万 | 1.42% | 14,703 | -19 | -0.1% | -$2,982 | 减仓 |
| VO | VANGUARD INDEX FDS | $263.01万 | 1.62% | 32,644 | -97,992 | -75.0% | -$789.51万 | 减仓 |
| QLTA | ISHARES TR | $270.95万 | 1.67% | 57,019 | 3,502 | 6.5% | $16.64万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $291.01万 | 1.79% | 39,642 | 1,746 | 4.6% | $12.82万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $311.29万 | 1.92% | 37,663 | 2,692 | 7.7% | $22.25万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $355.21万 | 2.19% | 9,599 | -6 | -0.1% | -$2,220 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $393.78万 | 2.43% | 67,660 | -765 | -1.1% | -$4.45万 | 减仓 |
| REET | ISHARES TR | $405.01万 | 2.50% | 146,636 | 8,966 | 6.5% | $24.76万 | 加仓 |
| TIP | ISHARES TR | $413.65万 | 2.55% | 37,800 | 1,936 | 5.4% | $21.19万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $414.41万 | 2.55% | 60,121 | 1,718 | 2.9% | $11.84万 | 加仓 |
| MINT | PIMCO ETF TR | $456.10万 | 2.81% | 45,243 | -2,378 | -5.0% | -$23.97万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $467.97万 | 2.88% | 139,861 | 4,932 | 3.7% | $16.50万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $567.47万 | 3.50% | 154,037 | 1,848 | 1.2% | $6.81万 | 加仓 |
| STIP | ISHARES TR | $604.18万 | 3.72% | 59,141 | 3,181 | 5.7% | $32.50万 | 加仓 |
| PFF | ISHARES TR | $626.05万 | 3.86% | 205,330 | 4,141 | 2.1% | $12.63万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $706.76万 | 4.36% | 23,328 | -982 | -4.0% | -$29.75万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $854.24万 | 5.27% | 109,645 | 4,385 | 4.2% | $34.16万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $987.35万 | 6.09% | 115,493 | 1,593 | 1.4% | $13.62万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $992.47万 | 6.12% | 196,957 | 6,642 | 3.5% | $33.47万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,217.53万 | 7.50% | 148,587 | -435 | -0.3% | -$3.56万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $1,437.04万 | 8.86% | 158,282 | 2,606 | 1.7% | $23.66万 | 加仓 |