Cornerstone Financial Management LLC
BURLINGTON MA · SEC CIK 0002110329
$1.09亿2026Q1 申报市值
1,309持仓数
39.1%前十大占比 · 第一大 5.0%
161 / 70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
PRAXIS IMPACT LA 加仓+$102.61万
VGSH 加仓+$48.52万
VEA 加仓+$37.07万
VGIT 加仓+$35.37万
JNJ 加仓+$30.60万
2026Q1 卖出最多 按季末市值估算
WWJD 减仓-$56.09万
VIG 减仓-$30.95万
MGC 减仓-$23.75万
STIP 减仓-$16.82万
AAPL 减仓-$12.54万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $549.81万 | 5.04% | 93,920 | 8,288 | 9.7% | $48.52万 | 加仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $537.75万 | 4.93% | 37,099 | 122 | 0.3% | $1.77万 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $533.14万 | 4.89% | 89,529 | 5,939 | 7.1% | $35.37万 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $491.55万 | 4.51% | 13,378 | 361 | 2.8% | $13.26万 | 加仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $405.02万 | 3.72% | 86,266 | 3,212 | 3.9% | $15.08万 | 加仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $404.99万 | 3.71% | 81,307 | 4,952 | 6.5% | $24.67万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $392.92万 | 3.60% | 153,244 | 11,622 | 8.2% | $29.80万 | 加仓 |
| MGC | VANGUARD MEGA CAP ETF | $352.94万 | 3.24% | 14,933 | -1,005 | -6.3% | -$23.75万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $336.38万 | 3.09% | 15,641 | -1,439 | -8.4% | -$30.95万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $255.57万 | 2.34% | 34,373 | 1,866 | 5.7% | $13.87万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $243.56万 | 2.23% | 21,870 | 824 | 3.9% | $9.18万 | 加仓 |
| TPLC | TIMOTHY PLAN US LARGE/MID CAP CORE ETF | $214.53万 | 1.97% | 46,194 | 1,097 | 2.4% | $5.09万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $208.24万 | 1.91% | 26,270 | 1,458 | 5.9% | $11.56万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $198.61万 | 1.82% | 24,002 | 2,275 | 10.5% | $18.83万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $189.51万 | 1.74% | 6,599 | 195 | 3.0% | $5.60万 | 加仓 |
| AAPL | APPLE INC COM | $177.32万 | 1.63% | 6,987 | -494 | -6.6% | -$12.54万 | 减仓 |
| — | PRAXIS IMPACT LARGE CAP GROWTH ETF | $170.31万 | 1.56% | 51,828 | 31,227 | 151.6% | $102.61万 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $168.29万 | 1.54% | 36,529 | 3,604 | 10.9% | $16.60万 | 加仓 |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETF | $154.16万 | 1.41% | 15,121 | 216 | 1.4% | $2.20万 | 加仓 |
| IBD | INSPIRE CORPORATE BOND ETF | $146.95万 | 1.35% | 61,595 | 3,565 | 6.1% | $8.51万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $146.60万 | 1.34% | 29,384 | -1,200 | -3.9% | -$5.99万 | 减仓 |
| OAIM | ONEASCENT INTERNATIONAL EQUITY ETF | $144.58万 | 1.33% | 33,578 | 5,982 | 21.7% | $25.76万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $142.03万 | 1.30% | 11,086 | 278 | 2.6% | $3.56万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $139.30万 | 1.28% | 25,773 | 2,001 | 8.4% | $10.82万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $128.12万 | 1.18% | 8,651 | -707 | -7.6% | -$10.47万 | 减仓 |
| EQIN | COLUMBIA U.S. EQUITY INCOME ETF | $127.11万 | 1.17% | 25,863 | -193 | -0.7% | -$9,486 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $126.17万 | 1.16% | 1,940 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | $124.12万 | 1.14% | 24,656 | 2,044 | 9.0% | $10.29万 | 加仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $122.48万 | 1.12% | 13,468 | 73 | 0.5% | $6,639 | 加仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $120.24万 | 1.10% | 15,937 | 136 | 0.9% | $1.03万 | 加仓 |
| ISMD | INSPIRE SMALL/MID CAP ETF | $105.55万 | 0.97% | 26,408 | 1,721 | 7.0% | $6.88万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $97.33万 | 0.89% | 3,034 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK CL A | $95.76万 | 0.88% | 3,330 | 102 | 3.2% | $2.93万 | 加仓 |
| XVV | ISHARES ESG SELECT SCREENED S&P 500 ETF | $93.61万 | 0.86% | 19,019 | -203 | -1.1% | -$9,991 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $93.43万 | 0.86% | 3,176 | 1 | 0.0% | $294 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $92.63万 | 0.85% | 2,598 | -191 | -6.8% | -$6.81万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $91.73万 | 0.84% | 2,478 | 85 | 3.6% | $3.15万 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $75.95万 | 0.70% | 7,343 | -1,626 | -18.1% | -$16.82万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $70.87万 | 0.65% | 1,085 | -3 | -0.3% | -$1,960 | 减仓 |
| FESM | FIDELITY ENHANCED SMALL CAP ETF | $68.94万 | 0.63% | 18,141 | 3,511 | 24.0% | $13.34万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $64.43万 | 0.59% | 2,636 | 1,252 | 90.5% | $30.60万 | 加仓 |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $57.62万 | 0.53% | 5,697 | -848 | -13.0% | -$8.58万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $56.97万 | 0.52% | 4,000 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $55.41万 | 0.51% | 3,177 | 344 | 12.1% | $6.00万 | 加仓 |
| AMZN | AMAZON COM INC COM | $52.78万 | 0.48% | 2,534 | -27 | -1.1% | -$5,623 | 减仓 |
| PEP | PEPSICO INC COM | $41.68万 | 0.38% | 2,684 | 1,917 | 249.9% | $29.77万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $41.08万 | 0.38% | 6,410 | 5,785 | 925.6% | $37.07万 | 加仓 |
| AVGO | BROADCOM INC COM | $40.11万 | 0.37% | 1,296 | 67 | 5.5% | $2.07万 | 加仓 |
| WWJD | INSPIRE INTERNATIONAL ETF | $39.62万 | 0.36% | 10,596 | -15,003 | -58.6% | -$56.09万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $39.58万 | 0.36% | 826 | 19 | 2.4% | $9,105 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $37.73万 | 0.35% | 4,168 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $37.65万 | 0.35% | 3,995 | -325 | -7.5% | -$3.06万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $37.05万 | 0.34% | 5,486 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $36.69万 | 0.34% | 840 | -114 | -11.9% | -$4.98万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $36.54万 | 0.34% | 5,207 | -103 | -1.9% | -$7,228 | 减仓 |
| NUMV | NUVEEN ESG MID-CAP VALUE ETF | $36.40万 | 0.33% | 9,388 | -890 | -8.7% | -$3.45万 | 减仓 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $36.20万 | 0.33% | 15,645 | -186 | -1.2% | -$4,304 | 减仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $35.99万 | 0.33% | 7,654 | -850 | -10.0% | -$4.00万 | 减仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $34.95万 | 0.32% | 13,945 | -4 | -0.0% | -$100 | 减仓 |
| VTWG | VANGUARD RUSSELL 2000 GROWTH ETF | $33.14万 | 0.30% | 1,447 | -153 | -9.6% | -$3.50万 | 减仓 |
| KO | COCA COLA CO COM | $32.37万 | 0.30% | 4,256 | -685 | -13.9% | -$5.21万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC COM | $31.64万 | 0.29% | 1,614 | -148 | -8.4% | -$2.90万 | 减仓 |
| WMT | WALMART INC COM | $30.32万 | 0.28% | 2,440 | 52 | 2.2% | $6,463 | 加仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $29.66万 | 0.27% | 6,523 | -416 | -6.0% | -$1.89万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $29.46万 | 0.27% | 691 | 0 | 0.0% | — | 不变 |
| VTWV | VANGUARD RUSSELL 2000 VALUE ETF | $29.32万 | 0.27% | 1,753 | -235 | -11.8% | -$3.93万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $28.98万 | 0.27% | 580 | 14 | 2.5% | $6,995 | 加仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $27.84万 | 0.26% | 3,551 | -648 | -15.4% | -$5.08万 | 减仓 |
| LLY | ELI LILLY & CO COM | $27.59万 | 0.25% | 300 | 9 | 3.1% | $8,278 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $26.97万 | 0.25% | 1,950 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $26.80万 | 0.25% | 815 | 25 | 3.2% | $8,222 | 加仓 |
| WELL | WELLTOWER INC COM | $25.17万 | 0.23% | 1,273 | -1 | -0.1% | -$198 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $24.68万 | 0.23% | 912 | -20 | -2.1% | -$5,412 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $23.37万 | 0.21% | 1,880 | -325 | -14.7% | -$4.04万 | 减仓 |
| CSCO | CISCO SYS INC COM | $21.92万 | 0.20% | 2,825 | 43 | 1.5% | $3,336 | 加仓 |
| META | META PLATFORMS INC CL A | $21.17万 | 0.19% | 370 | 36 | 10.8% | $2.06万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $20.94万 | 0.19% | 1,350 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $20.25万 | 0.19% | 335 | -14 | -4.0% | -$8,461 | 减仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $19.39万 | 0.18% | 3,830 | -1,457 | -27.6% | -$7.38万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $19.29万 | 0.18% | 888 | -208 | -19.0% | -$4.52万 | 减仓 |
| IWC | ISHARES MICRO-CAP ETF | $18.55万 | 0.17% | 1,162 | -166 | -12.5% | -$2.65万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $18.02万 | 0.17% | 871 | 40 | 4.8% | $8,276 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $17.57万 | 0.16% | 1,892 | 32 | 1.7% | $2,972 | 加仓 |
| BAC | BANK OF AMER CORP COM | $17.54万 | 0.16% | 3,597 | 2,047 | 132.1% | $9.98万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $16.87万 | 0.15% | 3,361 | 1,589 | 89.7% | $7.98万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $16.12万 | 0.15% | 270 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $15.79万 | 0.14% | 1,483 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $15.40万 | 0.14% | 785 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT DIVIDEND ETF | $15.14万 | 0.14% | 1,000 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $15.06万 | 0.14% | 428 | 5 | 1.2% | $1,759 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $14.46万 | 0.13% | 428 | 9 | 2.1% | $3,042 | 加仓 |
| V | VISA INC COM CL A | $14.27万 | 0.13% | 472 | 16 | 3.5% | $4,836 | 加仓 |
| GIS | GENERAL MILLS INC COM | $13.88万 | 0.13% | 3,730 | 108 | 3.0% | $4,020 | 加仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $13.38万 | 0.12% | 643 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $13.37万 | 0.12% | 875 | 20 | 2.3% | $3,055 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $13.15万 | 0.12% | 435 | -75 | -14.7% | -$2.27万 | 减仓 |
| O | REALTY INCOME CORP COM | $13.10万 | 0.12% | 2,141 | -9 | -0.4% | -$551 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $13.05万 | 0.12% | 131 | 11 | 9.2% | $1.10万 | 加仓 |
| INTC | INTEL CORP COM | $12.90万 | 0.12% | 2,923 | 58 | 2.0% | $2,560 | 加仓 |
| — | EXXON MOBIL CORP COM | $12.74万 | 0.12% | 751 | 59 | 8.5% | $1.00万 | 加仓 |