Cornerstone Wealth Partners, LLC
OKEMOS MI · SEC CIK 0002109292
$1.76亿2026Q1 申报市值
19持仓数
93.0%前十大占比 · 第一大 29.3%
4 / 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
AVUV 加仓+$681.28万
DFSD 加仓+$448.89万
AVSC 加仓+$277.36万
AVLV 加仓+$247.99万
IVV 加仓+$163.29万
2026Q1 卖出最多 按季末市值估算
BNDX 清仓-$2,899
BND 清仓-$1,185
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 |
|---|---|---|---|---|---|---|---|---|
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -60 | -100.0% | -$2,899 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -16 | -100.0% | -$1,185 | 清仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| JNJ | JOHNSON & JOHNSON | $1,229 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $4,956 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| NBOS | NEUBERGER BERMAN ETF TRUST | $1.75万 | 0.01% | 655 | 655 | — | $1.75万 | 新建仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $4.74万 | 0.03% | 1,856 | 1,856 | — | $4.74万 | 新建仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $5.09万 | 0.03% | 1,004 | 1,004 | — | $5.09万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $5.16万 | 0.03% | 357 | 357 | — | $5.16万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $285.90万 | 1.62% | 33,699 | 4,310 | 14.7% | $36.57万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $465.43万 | 2.64% | 88,737 | 18,366 | 26.1% | $96.33万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $467.04万 | 2.65% | 110,621 | 23,108 | 26.4% | $97.56万 | 加仓 |
| AVDS | AMERICAN CENTY ETF TR | $566.21万 | 3.21% | 78,805 | 9,537 | 13.8% | $68.52万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $578.70万 | 3.28% | 77,336 | 8,725 | 12.7% | $65.29万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $705.87万 | 4.00% | 111,283 | 19,118 | 20.7% | $121.27万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $707.81万 | 4.02% | 118,009 | 15,796 | 15.5% | $94.74万 | 加仓 |
| IVV | ISHARES TR | $952.06万 | 5.40% | 14,576 | 2,500 | 20.7% | $163.29万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,450.37万 | 8.23% | 145,241 | 14,530 | 11.1% | $145.10万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $2,034.80万 | 11.54% | 326,613 | 44,520 | 15.8% | $277.36万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $2,041.88万 | 11.58% | 253,305 | 30,764 | 13.8% | $247.99万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,186.35万 | 12.40% | 456,631 | 93,753 | 25.8% | $448.89万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $5,168.68万 | 29.32% | 467,881 | 61,671 | 15.2% | $681.28万 | 加仓 |