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 |
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PAC CORP COM | $4.16万 | 0.03% | 153 | 31 | 25.4% | $8,432 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $4.17万 | 0.03% | 357 | 124 | 53.2% | $1.45万 | 加仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $4.18万 | 0.03% | 440 | 142 | 47.7% | $1.35万 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $4.25万 | 0.03% | 127 | 46 | 56.8% | $1.54万 | 加仓 |
| VOE | VANGUARD MORNINGSTAR MID-CAP VALUE ETF | $4.29万 | 0.03% | 217 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW COM | $4.36万 | 0.03% | 501 | 73 | 17.1% | $6,347 | 加仓 |
| RY | ROYAL BK CDA COM | $4.39万 | 0.04% | 212 | 66 | 45.2% | $1.37万 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $4.41万 | 0.04% | 270 | 29 | 12.0% | $4,736 | 加仓 |
| CMI | CUMMINS INC COM | $4.49万 | 0.04% | 63 | 25 | 65.8% | $1.78万 | 加仓 |
| CTVA | CORTEVA INC COM | $4.51万 | 0.04% | 533 | 73 | 15.9% | $6,182 | 加仓 |
| MO | ALTRIA GROUP INC COM | $4.66万 | 0.04% | 648 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $4.99万 | 0.04% | 978 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $5.01万 | 0.04% | 196 | 76 | 63.3% | $1.94万 | 加仓 |
| APH | AMPHENOL CORP CL A | $5.36万 | 0.04% | 304 | 65 | 27.2% | $1.15万 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $5.38万 | 0.04% | 200 | 51 | 34.2% | $1.37万 | 加仓 |
| ALL | ALLSTATE CORP COM | $5.38万 | 0.04% | 226 | 45 | 24.9% | $1.07万 | 加仓 |
| SNDK | SANDISK CORP COM | $5.46万 | 0.04% | 24 | 9 | 60.0% | $2.05万 | 加仓 |
| SYY | SYSCO CORP COM | $5.52万 | 0.04% | 660 | 98 | 17.4% | $8,191 | 加仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $5.61万 | 0.05% | 380 | -30 | -7.3% | -$4,432 | 减仓 |
| GIS | GENERAL MILLS INC COM | $5.73万 | 0.05% | 1,647 | -2,083 | -55.8% | -$7.25万 | 减仓 |
| C | CITIGROUP INC COM NEW | $5.78万 | 0.05% | 413 | 106 | 34.5% | $1.48万 | 加仓 |
| BA | BOEING CO COM | $6.10万 | 0.05% | 282 | 47 | 20.0% | $1.02万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $6.17万 | 0.05% | 61 | 19 | 45.2% | $1.92万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $6.17万 | 0.05% | 207 | 53 | 34.4% | $1.58万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $6.27万 | 0.05% | 65 | 34 | 109.7% | $3.28万 | 加仓 |
| MCD | MCDONALDS CORP COM | $6.30万 | 0.05% | 233 | 24 | 11.5% | $6,487 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $6.35万 | 0.05% | 213 | 117 | 121.9% | $3.49万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $6.35万 | 0.05% | 565 | 80 | 16.5% | $8,986 | 加仓 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $6.51万 | 0.05% | 1,584 | -6 | -0.4% | -$247 | 减仓 |
| PSX | PHILLIPS 66 COM | $6.59万 | 0.05% | 390 | 224 | 134.9% | $3.79万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $6.72万 | 0.05% | 197 | 82 | 71.3% | $2.80万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $6.87万 | 0.06% | 661 | 532 | 412.4% | $5.53万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $6.97万 | 0.06% | 475 | 144 | 43.5% | $2.11万 | 加仓 |
| EVTR | EATON VANCE TOTAL RETURN BOND ETF | $6.97万 | 0.06% | 1,375 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $7.05万 | 0.06% | 60 | 16 | 36.4% | $1.88万 | 加仓 |
| LOW | LOWES COS INC COM | $7.25万 | 0.06% | 329 | 22 | 7.2% | $4,851 | 加仓 |
| TER | TERADYNE INC COM | $7.35万 | 0.06% | 152 | 24 | 18.8% | $1.16万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $7.66万 | 0.06% | 232 | 6 | 2.7% | $1,981 | 加仓 |
| WFC | WELLS FARGO & CO COM | $7.72万 | 0.06% | 934 | 161 | 20.8% | $1.33万 | 加仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $7.78万 | 0.06% | 754 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $7.86万 | 0.06% | 1,579 | 1,368 | 648.3% | $6.81万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $8.48万 | 0.07% | 227 | 61 | 36.7% | $2.28万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $8.66万 | 0.07% | 898 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $8.95万 | 0.07% | 45 | 19 | 73.1% | $3.78万 | 加仓 |
| KLAC | KLA CORP COM NEW | $9.05万 | 0.07% | 300 | 100 | 50.0% | $3.02万 | 加仓 |
| SMIG | BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF | $9.19万 | 0.07% | 2,800 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $9.62万 | 0.08% | 222 | 91 | 69.5% | $3.94万 | 加仓 |
| ABBV | ABBVIE INC COM | $9.89万 | 0.08% | 393 | 101 | 34.6% | $2.54万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $10.06万 | 0.08% | 415 | -30 | -6.7% | -$7,273 | 减仓 |
| CAT | CATERPILLAR INC COM | $10.12万 | 0.08% | 95 | 35 | 58.3% | $3.73万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $10.38万 | 0.08% | 209 | 25 | 13.6% | $1.24万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $10.44万 | 0.08% | 270 | 29 | 12.0% | $1.12万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $10.60万 | 0.09% | 300 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $10.73万 | 0.09% | 780 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $11.12万 | 0.09% | 367 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP COM | $11.18万 | 0.09% | 175 | 48 | 37.8% | $3.07万 | 加仓 |
| BNY | BANK OF NY MELLON CORP COM | $11.34万 | 0.09% | 784 | 80 | 11.4% | $1.16万 | 加仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $11.57万 | 0.09% | 875 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $11.61万 | 0.09% | 1,090 | -393 | -26.5% | -$4.18万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $12.07万 | 0.10% | 167 | 52 | 45.2% | $3.76万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $12.22万 | 0.10% | 166 | 41 | 32.8% | $3.02万 | 加仓 |
| MRK | MERCK & CO INC COM | $12.40万 | 0.10% | 965 | 143 | 17.4% | $1.84万 | 加仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $12.49万 | 0.10% | 2,450 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERWRI COM | $12.52万 | 0.10% | 6,717 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD MORNINGSTAR LARGE-CAP ET | $12.55万 | 0.10% | 365 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $13.34万 | 0.11% | 805 | -66 | -7.6% | -$1.09万 | 减仓 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $13.59万 | 0.11% | 1,158 | 0 | 0.0% | — | 不变 |
| WWJD | INSPIRE INTERNATIONAL ETF | $13.62万 | 0.11% | 3,572 | -7,024 | -66.3% | -$26.78万 | 减仓 |
| RTX | RTX CORPORATION COM | $13.89万 | 0.11% | 732 | 79 | 12.1% | $1.50万 | 加仓 |
| O | REALTY INCOME CORP COM | $13.90万 | 0.11% | 2,243 | 102 | 4.8% | $6,320 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $14.22万 | 0.11% | 152 | 21 | 16.0% | $1.96万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $14.24万 | 0.11% | 1,041 | 721 | 225.3% | $9.86万 | 加仓 |
| VOT | VANGUARD MORNINGSTAR MID-CAP GROWTH ETF | $14.64万 | 0.12% | 478 | 35 | 7.9% | $1.07万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $14.76万 | 0.12% | 706 | 70 | 11.0% | $1.46万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $14.87万 | 0.12% | 256 | 111 | 76.6% | $6.45万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $15.11万 | 0.12% | 3,568 | 207 | 6.2% | $8,764 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $15.36万 | 0.12% | 980 | 105 | 12.0% | $1.65万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $15.63万 | 0.13% | 1,000 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | $15.91万 | 0.13% | 435 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $16.62万 | 0.13% | 459 | 31 | 7.2% | $1.12万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $16.71万 | 0.13% | 328 | -7 | -2.1% | -$3,566 | 减仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $17.11万 | 0.14% | 785 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $18.30万 | 0.15% | 3,615 | -215 | -5.6% | -$1.09万 | 减仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $18.36万 | 0.15% | 643 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $18.53万 | 0.15% | 270 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $19.10万 | 0.15% | 454 | 172 | 61.0% | $7.23万 | 加仓 |
| V | VISA INC COM CL A | $20.31万 | 0.16% | 592 | 120 | 25.4% | $4.12万 | 加仓 |
| VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $21.58万 | 0.17% | 888 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES MICRO-CAP ETF | $22.00万 | 0.18% | 1,100 | -62 | -5.3% | -$1.24万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $22.23万 | 0.18% | 3,901 | 304 | 8.5% | $1.73万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $24.74万 | 0.20% | 518 | 90 | 21.0% | $4.30万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $25.39万 | 0.20% | 1,350 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $25.94万 | 0.21% | 1,749 | -131 | -7.0% | -$1.94万 | 减仓 |
| META | META PLATFORMS INC CL A | $26.64万 | 0.21% | 473 | 103 | 27.8% | $5.80万 | 加仓 |
| HD | HOME DEPOT INC COM | $28.50万 | 0.23% | 808 | -7 | -0.9% | -$2,469 | 减仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $29.24万 | 0.23% | 3,555 | 4 | 0.1% | $329 | 加仓 |
| WMT | WALMART INC COM | $29.63万 | 0.24% | 2,616 | 176 | 7.2% | $1.99万 | 加仓 |
| WELL | WELLTOWER INC COM | $29.91万 | 0.24% | 1,318 | 45 | 3.5% | $1.02万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $30.61万 | 0.25% | 1,950 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $31.48万 | 0.25% | 613 | 33 | 5.7% | $1.69万 | 加仓 |