Cornerstone Financial Management LLC
BURLINGTON MA · SEC CIK 0002110329
$1.25亿2026Q2 申报市值
1,471持仓数
36.5%前十大占比 · 第一大 4.9%
236 / 99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
NEE 加仓+$46.50万
OAIM 加仓+$35.92万
NVDA 加仓+$28.19万
GOOGL 加仓+$21.62万
AAPL 加仓+$16.12万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$29.80万
WWJD 减仓-$26.78万
TPLC 减仓-$24.66万
IBD 减仓-$19.62万
ISMD 减仓-$14.73万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| HDB | HDFC BANK LTD SPONSORED ADS | $2.01万 | 0.02% | 780 | 394 | 102.1% | $1.02万 | 加仓 |
| BLK | BLACKROCK INC COM | $2.02万 | 0.02% | 21 | 9 | 75.0% | $8,654 | 加仓 |
| URI | UNITED RENTALS INC COM | $2.04万 | 0.02% | 18 | 8 | 80.0% | $9,063 | 加仓 |
| MKSI | MKS INC. COM | $2.05万 | 0.02% | 46 | 17 | 58.6% | $7,562 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $2.07万 | 0.02% | 59 | 24 | 68.6% | $8,402 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $2.07万 | 0.02% | 228 | 18 | 8.6% | $1,633 | 加仓 |
| STT | STATE STR CORP COM | $2.09万 | 0.02% | 123 | 43 | 53.8% | $7,293 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $2.09万 | 0.02% | 285 | 139 | 95.2% | $1.02万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $2.10万 | 0.02% | 166 | 70 | 72.9% | $8,844 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $2.11万 | 0.02% | 53 | 17 | 47.2% | $6,761 | 加仓 |
| ALC | ALCON AG ORD SHS | $2.11万 | 0.02% | 315 | 75 | 31.2% | $5,033 | 加仓 |
| COR | CENCORA INC COM | $2.12万 | 0.02% | 75 | 31 | 70.5% | $8,773 | 加仓 |
| TDG | TRANSDIGM GROUP INC COM | $2.13万 | 0.02% | 16 | 6 | 60.0% | $7,992 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $2.15万 | 0.02% | 672 | 268 | 66.3% | $8,568 | 加仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $2.16万 | 0.02% | 159 | -304 | -65.7% | -$4.12万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $2.16万 | 0.02% | 52 | 16 | 44.4% | $6,645 | 加仓 |
| CRM | SALESFORCE INC COM | $2.16万 | 0.02% | 138 | 52 | 60.5% | $8,146 | 加仓 |
| MCK | MCKESSON CORP COM | $2.19万 | 0.02% | 29 | 10 | 52.6% | $7,556 | 加仓 |
| DIS | DISNEY WALT CO COM | $2.19万 | 0.02% | 228 | 113 | 98.3% | $1.09万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $2.20万 | 0.02% | 109 | 32 | 41.6% | $6,451 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $2.21万 | 0.02% | 220 | 123 | 126.8% | $1.23万 | 加仓 |
| PLD | PROLOGIS INC. COM | $2.21万 | 0.02% | 163 | 46 | 39.3% | $6,232 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $2.22万 | 0.02% | 241 | 51 | 26.8% | $4,697 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $2.22万 | 0.02% | 60 | 12 | 25.0% | $4,447 | 加仓 |
| EBC | EASTERN BANKSHARES INC COM | $2.22万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $2.23万 | 0.02% | 62 | 14 | 29.2% | $5,026 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $2.23万 | 0.02% | 94 | 44 | 88.0% | $1.05万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $2.24万 | 0.02% | 217 | 74 | 51.7% | $7,655 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $2.25万 | 0.02% | 827 | 283 | 52.0% | $7,701 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $2.26万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED ADR | $2.27万 | 0.02% | 782 | 339 | 76.5% | $9,841 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $2.30万 | 0.02% | 85 | -3 | -3.4% | -$811 | 减仓 |
| NEM | NEWMONT CORP COM | $2.31万 | 0.02% | 247 | 46 | 22.9% | $4,296 | 加仓 |
| PEY | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | $2.32万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC COM | $2.32万 | 0.02% | 109 | 41 | 60.3% | $8,727 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $2.33万 | 0.02% | 62 | 29 | 87.9% | $1.09万 | 加仓 |
| PCAR | PACCAR INC COM | $2.34万 | 0.02% | 195 | 52 | 36.4% | $6,246 | 加仓 |
| SAP | SAP SE SPON ADR | $2.34万 | 0.02% | 152 | 81 | 114.1% | $1.25万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $2.36万 | 0.02% | 282 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $2.37万 | 0.02% | 31 | 14 | 82.4% | $1.07万 | 加仓 |
| NI | NISOURCE INC COM | $2.40万 | 0.02% | 504 | 22 | 4.6% | $1,046 | 加仓 |
| CRH | CRH PLC ORD | $2.42万 | 0.02% | 226 | 120 | 113.2% | $1.28万 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $2.42万 | 0.02% | 111 | 39 | 54.2% | $8,520 | 加仓 |
| TGT | TARGET CORP COM | $2.44万 | 0.02% | 187 | 59 | 46.1% | $7,706 | 加仓 |
| SYK | STRYKER CORPORATION COM | $2.46万 | 0.02% | 78 | 31 | 66.0% | $9,760 | 加仓 |
| T | AT&T INC COM | $2.46万 | 0.02% | 1,187 | 290 | 32.3% | $6,003 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $2.51万 | 0.02% | 125 | 39 | 45.3% | $7,824 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $2.51万 | 0.02% | 79 | 34 | 75.6% | $1.08万 | 加仓 |
| HBM | HUDBAY MINERALS INC COM | $2.51万 | 0.02% | 1,065 | 1 | 0.1% | $24 | 加仓 |
| FTNT | FORTINET INC COM | $2.52万 | 0.02% | 164 | 83 | 102.5% | $1.28万 | 加仓 |
| NOW | SERVICENOW INC COM | $2.52万 | 0.02% | 254 | 107 | 72.8% | $1.06万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $2.54万 | 0.02% | 1,278 | 328 | 34.5% | $6,524 | 加仓 |
| GM | GENERAL MTRS CO COM | $2.55万 | 0.02% | 331 | 106 | 47.1% | $8,170 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $2.57万 | 0.02% | 445 | 77 | 20.9% | $4,454 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $2.59万 | 0.02% | 89 | 23 | 34.8% | $6,684 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $2.61万 | 0.02% | 415 | 127 | 44.1% | $7,987 | 加仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $2.63万 | 0.02% | 619 | -1 | -0.2% | -$42 | 减仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $2.65万 | 0.02% | 218 | 95 | 77.2% | $1.15万 | 加仓 |
| CB | CHUBB LIMITED COM | $2.69万 | 0.02% | 79 | 22 | 38.6% | $7,496 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $2.71万 | 0.02% | 104 | 38 | 57.6% | $9,897 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $2.71万 | 0.02% | 334 | 65 | 24.2% | $5,275 | 加仓 |
| DE | DEERE & CO COM | $2.73万 | 0.02% | 43 | 14 | 48.3% | $8,881 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $2.75万 | 0.02% | 56 | 21 | 60.0% | $1.03万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $2.76万 | 0.02% | 64 | 23 | 56.1% | $9,923 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $2.81万 | 0.02% | 1,060 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $2.82万 | 0.02% | 287 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $2.87万 | 0.02% | 386 | 139 | 56.3% | $1.03万 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $2.88万 | 0.02% | 308 | 98 | 46.7% | $9,179 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $2.92万 | 0.02% | 119 | 47 | 65.3% | $1.15万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $2.96万 | 0.02% | 234 | -78 | -25.0% | -$9,873 | 减仓 |
| TJX | TJX COS INC NEW COM | $2.97万 | 0.02% | 196 | 41 | 26.5% | $6,212 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $2.98万 | 0.02% | 88 | 28 | 46.7% | $9,471 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $2.98万 | 0.02% | 660 | 198 | 42.9% | $8,934 | 加仓 |
| QCOM | QUALCOMM INC COM | $3.05万 | 0.02% | 165 | 54 | 48.6% | $9,979 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $3.10万 | 0.02% | 227 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $3.11万 | 0.02% | 183 | 70 | 61.9% | $1.19万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $3.14万 | 0.03% | 79 | 28 | 54.9% | $1.11万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | $3.22万 | 0.03% | 728 | 441 | 153.7% | $1.95万 | 加仓 |
| ETN | EATON CORP PLC SHS | $3.24万 | 0.03% | 76 | 24 | 46.2% | $1.02万 | 加仓 |
| CLS | CELESTICA INC COM | $3.25万 | 0.03% | 89 | 7 | 8.5% | $2,554 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $3.26万 | 0.03% | 174 | 3 | 1.8% | $562 | 加仓 |
| DDOG | DATADOG INC CL A COM | $3.31万 | 0.03% | 127 | 45 | 54.9% | $1.17万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $3.31万 | 0.03% | 46 | 19 | 70.4% | $1.37万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $3.31万 | 0.03% | 151 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $3.47万 | 0.03% | 419 | 47 | 12.6% | $3,897 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $3.49万 | 0.03% | 156 | 58 | 59.2% | $1.30万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $3.49万 | 0.03% | 342 | 45 | 15.2% | $4,599 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $3.52万 | 0.03% | 318 | 96 | 43.2% | $1.06万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $3.63万 | 0.03% | 422 | 5 | 1.2% | $430 | 加仓 |
| SO | SOUTHERN CO COM | $3.77万 | 0.03% | 394 | 34 | 9.4% | $3,254 | 加仓 |
| NFLX | NETFLIX INC. COM | $3.78万 | 0.03% | 529 | 157 | 42.2% | $1.12万 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $3.78万 | 0.03% | 486 | 74 | 18.0% | $5,754 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $3.82万 | 0.03% | 321 | 321 | — | $3.82万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $3.85万 | 0.03% | 137 | 52 | 61.2% | $1.46万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $3.92万 | 0.03% | 458 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC COM SHS | $3.92万 | 0.03% | 258 | -2 | -0.8% | -$304 | 减仓 |
| AON | AON PLC SHS CL A | $3.98万 | 0.03% | 120 | 14 | 13.2% | $4,644 | 加仓 |
| LIN | LINDE PLC SHS | $4.05万 | 0.03% | 78 | 30 | 62.5% | $1.56万 | 加仓 |
| ORCL | ORACLE CORP COM | $4.09万 | 0.03% | 279 | 110 | 65.1% | $1.61万 | 加仓 |
| COHR | COHERENT CORP COM | $4.10万 | 0.03% | 104 | 24 | 30.0% | $9,467 | 加仓 |