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 |
|---|---|---|---|---|---|---|---|---|
| GEN | GEN DIGITAL INC COM | $1,867 | 0.00% | 75 | -27 | -26.5% | -$672 | 减仓 |
| PSO | PEARSON PLC SPONSORED ADR | $1,875 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| MBX | MBX BIOSCIENCES INC COM | $1,877 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC CL A | $1,886 | 0.00% | 37 | 10 | 37.0% | $510 | 加仓 |
| CRNC | CERENCE INC COM | $1,890 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC COM | $1,895 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| UTL | UNITIL CORP COM | $1,897 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $1,904 | 0.00% | 11 | 4 | 57.1% | $692 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION COM | $1,915 | 0.00% | 21 | 8 | 61.5% | $730 | 加仓 |
| WTFC | WINTRUST FINL CORP COM | $1,929 | 0.00% | 12 | -6 | -33.3% | -$964 | 减仓 |
| BWLP | BW LPG LTD COM | $1,935 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| RCI | ROGERS COMMUNICATIONS INC CL B | $1,950 | 0.00% | 60 | 13 | 27.7% | $422 | 加仓 |
| NTR | NUTRIEN LTD COM | $1,951 | 0.00% | 31 | -5 | -13.9% | -$315 | 减仓 |
| DAC | DANAOS CORPORATION SHS | $1,958 | 0.00% | 16 | 4 | 33.3% | $490 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. COM | $1,958 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $1,959 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $1,959 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC COM | $1,977 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP COM | $1,998 | 0.00% | 20 | 5 | 33.3% | $500 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC COM | $1,999 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS COM | $2,002 | 0.00% | 71 | -19 | -21.1% | -$536 | 减仓 |
| M | MACYS INC COM | $2,002 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| DRS | LEONARDO DRS INC COM | $2,005 | 0.00% | 47 | -2 | -4.1% | -$85 | 减仓 |
| IOT | SAMSARA INC COM CL A | $2,011 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| PD | PAGERDUTY INC COM | $2,027 | 0.00% | 210 | 210 | — | $2,027 | 新建仓 |
| MNDY | MONDAY COM LTD SHS | $2,027 | 0.00% | 28 | 24 | 600.0% | $1,737 | 重新持有 |
| WFG | WEST FRASER TIMBER CO LTD COM | $2,031 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $2,039 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| SRCE | 1ST SOURCE CORP COM | $2,040 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC COM | $2,041 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RAPP | RAPPORT THERAPEUTICS INC COM | $2,042 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC CL A | $2,047 | 0.00% | 15 | -6 | -28.6% | -$819 | 减仓 |
| RHI | ROBERT HALF INC. COM | $2,057 | 0.00% | 67 | 48 | 252.6% | $1,474 | 加仓 |
| EQH | EQUITABLE HLDGS INC COM | $2,062 | 0.00% | 47 | 12 | 34.3% | $526 | 加仓 |
| WCC | WESCO INTL INC COM | $2,073 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC COM | $2,074 | 0.00% | 16 | -17 | -51.5% | -$2,204 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $2,081 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $2,106 | 0.00% | 109 | 49 | 81.7% | $947 | 加仓 |
| TS | TENARIS S A SPONSORED ADS | $2,109 | 0.00% | 38 | 38 | — | $2,109 | 新建仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC CL A | $2,115 | 0.00% | 56 | 16 | 40.0% | $604 | 加仓 |
| AVPT | AVEPOINT INC COM CL A | $2,119 | 0.00% | 189 | 136 | 256.6% | $1,525 | 加仓 |
| CAMT | CAMTEK LTD ORD | $2,121 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| AAT | AMERICAN ASSETS TR INC COM | $2,123 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD SHS | $2,123 | 0.00% | 60 | 30 | 100.0% | $1,062 | 加仓 |
| RLI | RLI CORP COM | $2,127 | 0.00% | 36 | 12 | 50.0% | $709 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $2,128 | 0.00% | 18 | -1 | -5.3% | -$118 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC COM | $2,132 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $2,132 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC COM | $2,145 | 0.00% | 30 | -16 | -34.8% | -$1,144 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC COM | $2,148 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $2,149 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| BOX | BOX INC CL A | $2,150 | 0.00% | 81 | 14 | 20.9% | $372 | 加仓 |
| AGO | ASSURED GUARANTY LTD COM | $2,164 | 0.00% | 27 | 3 | 12.5% | $240 | 加仓 |
| EC | ECOPETROL S A SPONSORED ADS | $2,164 | 0.00% | 152 | 36 | 31.0% | $513 | 加仓 |
| JD | JD.COM INC SPON ADS CL A | $2,166 | 0.00% | 85 | -27 | -24.1% | -$688 | 减仓 |
| HUBS | HUBSPOT INC COM | $2,190 | 0.00% | 12 | -11 | -47.8% | -$2,008 | 减仓 |
| QGEN | QIAGEN NV ORD SHARES | $2,190 | 0.00% | 56 | 56 | — | $2,190 | 新建仓 |
| NVT | NVENT ELEC PLC SHS | $2,205 | 0.00% | 13 | 4 | 44.4% | $678 | 加仓 |
| FHI | FEDERATED HERMES INC CL B | $2,209 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BTE | BAYTEX ENERGY CORP COM | $2,212 | 0.00% | 553 | 553 | — | $2,212 | 新建仓 |
| MLI | MUELLER INDS INC COM | $2,213 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SNN | SMITH & NEPHEW PLC SPDN ADR NEW | $2,218 | 0.00% | 77 | 34 | 79.1% | $979 | 加仓 |
| AVTR | AVANTOR INC COM | $2,228 | 0.00% | 225 | 59 | 35.5% | $584 | 重新持有 |
| INVH | INVITATION HOMES INC COM | $2,236 | 0.00% | 74 | -8 | -9.8% | -$242 | 减仓 |
| RNW | RENEW ENERGY GLOBAL PLC CL A SHS | $2,238 | 0.00% | 358 | 68 | 23.4% | $425 | 加仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LTD COM NEW | $2,246 | 0.00% | 617 | -584 | -48.6% | -$2,126 | 减仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $2,249 | 0.00% | 257 | -138 | -34.9% | -$1,208 | 减仓 |
| AEVA | AEVA TECHNOLOGIES INC COM NEW | $2,269 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP COM | $2,273 | 0.00% | 3 | 1 | 50.0% | $758 | 加仓 |
| LEA | LEAR CORP COM NEW | $2,279 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CGAU | CENTERRA GOLD INC COM | $2,284 | 0.00% | 144 | 23 | 19.0% | $365 | 加仓 |
| ROG | ROGERS CORP COM | $2,292 | 0.00% | 14 | 9 | 180.0% | $1,473 | 加仓 |
| JOYY | JOYY INC ADS REPSTG COM A | $2,310 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC CL A | $2,349 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $2,355 | 0.00% | 27 | 6 | 28.6% | $523 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC COM | $2,355 | 0.00% | 38 | 9 | 31.0% | $558 | 加仓 |
| VLGEA | VILLAGE SUPER MKT INC CL A NEW | $2,362 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| NEU | NEWMARKET CORP COM | $2,374 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC COM | $2,388 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC CL A SUB VTG | $2,389 | 0.00% | 37 | 9 | 32.1% | $581 | 加仓 |
| BEKE | KE HLDGS INC SPONSORED ADS | $2,412 | 0.00% | 166 | -90 | -35.2% | -$1,308 | 减仓 |
| AIZ | ASSURANT INC COM | $2,417 | 0.00% | 9 | 6 | 200.0% | $1,611 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $2,439 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY COMMON STOCK | $2,454 | 0.00% | 11 | 3 | 37.5% | $669 | 加仓 |
| GDDY | GODADDY INC CL A | $2,462 | 0.00% | 29 | 2 | 7.4% | $170 | 加仓 |
| JLL | JONES LANG LASALLE INC COM | $2,480 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP COM | $2,503 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC COM | $2,504 | 0.00% | 33 | 2 | 6.5% | $152 | 加仓 |
| VTRS | VIATRIS INC COM | $2,509 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| MAMA | MAMAS CREATIONS INC COM | $2,517 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $2,536 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| VAL | VALARIS LTD CL A | $2,541 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| TAL | TAL ED GROUP SPONSORED ADS | $2,546 | 0.00% | 266 | 210 | 375.0% | $2,010 | 加仓 |
| DT | DYNATRACE INC COM NEW | $2,547 | 0.00% | 58 | -12 | -17.1% | -$527 | 减仓 |
| MRP | MILLROSE PPTYS INC COM CL A | $2,554 | 0.00% | 85 | 21 | 32.8% | $631 | 加仓 |
| ITT | ITT INC COM | $2,571 | 0.00% | 13 | 3 | 30.0% | $593 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $2,575 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $2,596 | 0.00% | 22 | 3 | 15.8% | $354 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $2,597 | 0.00% | 86 | 32 | 59.3% | $966 | 加仓 |
| INCY | INCYTE CORP COM | $2,607 | 0.00% | 23 | 10 | 76.9% | $1,133 | 加仓 |