Cornerstone Wealth Partners, LLC
OKEMOS MI · SEC CIK 0002109292
$2.15亿2026Q2 申报市值
17持仓数
93.3%前十大占比 · 第一大 29.5%
2 / 4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
AVUV 加仓+$503.79万
DFSD 加仓+$348.59万
AVLV 加仓+$235.13万
AVSC 加仓+$226.56万
AVDV 加仓+$178.98万
2026Q2 卖出最多 按季末市值估算
PG 清仓-$5.16万
NBSD 清仓-$5.09万
RDVI 清仓-$4.74万
NBOS 清仓-$1.75万
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 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -357 | -100.0% | -$5.16万 | 清仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $0 | 0.00% | 0 | -1,004 | -100.0% | -$5.09万 | 清仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -1,856 | -100.0% | -$4.74万 | 清仓 |
| NBOS | NEUBERGER BERMAN ETF TRUST | $0 | 0.00% | 0 | -655 | -100.0% | -$1.75万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $1,284 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $3,525 | 0.00% | 3 | 3 | — | $3,525 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $4,413 | 0.00% | 49 | 1 | 2.1% | $90 | 加仓 |
| GE | GE AEROSPACE | $7,101 | 0.00% | 19 | 19 | — | $7,101 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $341.84万 | 1.59% | 38,322 | 4,623 | 13.7% | $41.24万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $541.87万 | 2.52% | 128,374 | 17,753 | 16.0% | $74.94万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $547.16万 | 2.54% | 102,092 | 13,355 | 15.1% | $71.58万 | 加仓 |
| AVDS | AMERICAN CENTY ETF TR | $674.60万 | 3.14% | 89,637 | 10,832 | 13.7% | $81.52万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $677.26万 | 3.15% | 87,479 | 10,143 | 13.1% | $78.53万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $874.94万 | 4.07% | 126,209 | 14,926 | 13.4% | $103.47万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $877.36万 | 4.08% | 133,744 | 15,735 | 13.3% | $103.22万 | 加仓 |
| IVV | ISHARES TR | $1,263.75万 | 5.87% | 16,875 | 2,299 | 15.8% | $172.17万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,675.69万 | 7.79% | 162,609 | 17,368 | 12.0% | $178.98万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,529.01万 | 11.76% | 529,635 | 73,004 | 16.0% | $348.59万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $2,545.53万 | 11.83% | 279,084 | 25,779 | 10.2% | $235.13万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $2,621.94万 | 12.19% | 357,505 | 30,892 | 9.5% | $226.56万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $6,341.08万 | 29.47% | 508,262 | 40,381 | 8.6% | $503.79万 | 加仓 |