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 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX CORPORATION COM | $12.60万 | 0.12% | 653 | 15 | 2.4% | $2,894 | 加仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $12.49万 | 0.11% | 2,450 | 0 | 0.0% | — | 不变 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $11.78万 | 0.11% | 1,158 | -22 | -1.9% | -$2,238 | 减仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $11.40万 | 0.10% | 443 | 136 | 44.3% | $3.50万 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $10.91万 | 0.10% | 365 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERWRI COM | $10.79万 | 0.10% | 6,717 | 6,717 | — | $10.79万 | 新建仓 |
| TSLA | TESLA INC COM | $10.48万 | 0.10% | 282 | 31 | 12.4% | $1.15万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $10.47万 | 0.10% | 636 | 458 | 257.3% | $7.54万 | 加仓 |
| MRK | MERCK & CO INC COM | $9.89万 | 0.09% | 822 | 43 | 5.5% | $5,172 | 加仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $9.82万 | 0.09% | 875 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $9.61万 | 0.09% | 367 | 44 | 13.6% | $1.15万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $9.51万 | 0.09% | 445 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $8.96万 | 0.08% | 780 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $8.61万 | 0.08% | 300 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP COM | $8.35万 | 0.08% | 704 | 13 | 1.9% | $1,542 | 加仓 |
| SMIG | BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF | $8.22万 | 0.08% | 2,800 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $8.22万 | 0.08% | 184 | 2 | 1.1% | $893 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $7.97万 | 0.07% | 898 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $7.84万 | 0.07% | 232 | 17 | 7.9% | $5,743 | 加仓 |
| LOW | LOWES COS INC COM | $7.25万 | 0.07% | 307 | 6 | 2.0% | $1,418 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $7.21万 | 0.07% | 125 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $7.06万 | 0.06% | 241 | 212 | 731.0% | $6.21万 | 加仓 |
| EVTR | EATON VANCE TOTAL RETURN BOND ETF | $6.98万 | 0.06% | 1,375 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $6.59万 | 0.06% | 226 | -3 | -1.3% | -$875 | 减仓 |
| MCD | MCDONALDS CORP COM | $6.50万 | 0.06% | 209 | 15 | 7.7% | $4,662 | 加仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $6.40万 | 0.06% | 754 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $6.35万 | 0.06% | 485 | 13 | 2.8% | $1,703 | 加仓 |
| ABBV | ABBVIE INC COM | $6.35万 | 0.06% | 292 | 27 | 10.2% | $5,872 | 加仓 |
| WFC | WELLS FARGO & CO COM | $6.15万 | 0.06% | 773 | -51 | -6.2% | -$4,060 | 减仓 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $5.66万 | 0.05% | 1,590 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $5.43万 | 0.05% | 410 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $4.98万 | 0.05% | 978 | 392 | 66.9% | $2.00万 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $4.96万 | 0.05% | 182 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $4.78万 | 0.04% | 331 | 37 | 12.6% | $5,344 | 加仓 |
| GE | GE AEROSPACE COM NEW | $4.71万 | 0.04% | 166 | 9 | 5.7% | $2,554 | 加仓 |
| BA | BOEING CO COM | $4.68万 | 0.04% | 235 | 8 | 3.5% | $1,592 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $4.42万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $4.28万 | 0.04% | 648 | 23 | 3.7% | $1,518 | 加仓 |
| CAT | CATERPILLAR INC COM | $4.25万 | 0.04% | 60 | 5 | 9.1% | $3,542 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $4.19万 | 0.04% | 320 | 269 | 527.5% | $3.53万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $4.09万 | 0.04% | 312 | 73 | 30.5% | $9,559 | 加仓 |
| SYY | SYSCO CORP COM | $4.01万 | 0.04% | 562 | 54 | 10.6% | $3,852 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $4.00万 | 0.04% | 217 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $3.93万 | 0.04% | 115 | 16 | 16.2% | $5,469 | 加仓 |
| OKE | ONEOK INC NEW COM | $3.87万 | 0.04% | 428 | 31 | 7.8% | $2,802 | 加仓 |
| CTVA | CORTEVA INC COM | $3.85万 | 0.04% | 460 | 26 | 6.0% | $2,176 | 加仓 |
| GEV | GE VERNOVA INC COM | $3.84万 | 0.04% | 44 | 5 | 12.8% | $4,365 | 加仓 |
| TER | TERADYNE INC COM | $3.79万 | 0.03% | 128 | 8 | 6.7% | $2,372 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $3.77万 | 0.03% | 417 | 5 | 1.2% | $452 | 加仓 |
| ALL | ALLSTATE CORP COM | $3.75万 | 0.03% | 181 | 28 | 18.3% | $5,806 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $3.75万 | 0.03% | 412 | 412 | — | $3.75万 | 新建仓 |
| NFLX | NETFLIX INC. COM | $3.58万 | 0.03% | 372 | 95 | 34.3% | $9,134 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $3.55万 | 0.03% | 42 | 4 | 10.5% | $3,384 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $3.53万 | 0.03% | 458 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $3.48万 | 0.03% | 307 | 15 | 5.1% | $1,701 | 加仓 |
| SO | SOUTHERN CO COM | $3.47万 | 0.03% | 360 | 56 | 18.4% | $5,405 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $3.44万 | 0.03% | 127 | 11 | 9.5% | $2,975 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $3.43万 | 0.03% | 26 | 2 | 8.3% | $2,642 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $3.43万 | 0.03% | 149 | 10 | 7.2% | $2,305 | 加仓 |
| AON | AON PLC SHS CL A | $3.42万 | 0.03% | 106 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $3.41万 | 0.03% | 233 | 56 | 31.6% | $8,192 | 加仓 |
| PSX | PHILLIPS 66 COM | $3.02万 | 0.03% | 166 | 16 | 10.7% | $2,915 | 加仓 |
| APH | AMPHENOL CORP CL A | $3.02万 | 0.03% | 239 | 13 | 5.8% | $1,643 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $2.99万 | 0.03% | 154 | -2 | -1.3% | -$388 | 减仓 |
| UNP | UNION PAC CORP COM | $2.96万 | 0.03% | 122 | 5 | 4.3% | $1,213 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $2.95万 | 0.03% | 145 | 19 | 15.1% | $3,865 | 加仓 |
| KLAC | KLA CORP COM NEW | $2.94万 | 0.03% | 20 | 1 | 5.3% | $1,472 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $2.90万 | 0.03% | 151 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $2.80万 | 0.03% | 131 | 19 | 17.0% | $4,059 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $2.78万 | 0.03% | 241 | 241 | — | $2.78万 | 新建仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $2.78万 | 0.03% | 1,060 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC COM SHS | $2.75万 | 0.03% | 260 | 236 | 983.3% | $2.50万 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $2.69万 | 0.02% | 227 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $2.66万 | 0.02% | 297 | -1 | -0.3% | -$90 | 减仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $2.62万 | 0.02% | 620 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $2.60万 | 0.02% | 897 | 90 | 11.2% | $2,609 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $2.59万 | 0.02% | 372 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $2.51万 | 0.02% | 222 | 19 | 9.4% | $2,150 | 加仓 |
| ORCL | ORACLE CORP COM | $2.49万 | 0.02% | 169 | 26 | 18.2% | $3,825 | 加仓 |
| TJX | TJX COS INC NEW COM | $2.48万 | 0.02% | 155 | 17 | 12.3% | $2,715 | 加仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $2.46万 | 0.02% | 298 | 34 | 12.9% | $2,805 | 加仓 |
| NKE | NIKE INC CL B | $2.42万 | 0.02% | 458 | 54 | 13.4% | $2,852 | 加仓 |
| LIN | LINDE PLC SHS | $2.38万 | 0.02% | 48 | 8 | 20.0% | $3,966 | 加仓 |
| RY | ROYAL BK CDA COM | $2.36万 | 0.02% | 146 | 16 | 12.3% | $2,588 | 加仓 |
| CLS | CELESTICA INC COM | $2.31万 | 0.02% | 82 | 4 | 5.1% | $1,127 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $2.29万 | 0.02% | 88 | 2 | 2.3% | $521 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $2.28万 | 0.02% | 66 | 10 | 17.9% | $3,452 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $2.27万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $2.26万 | 0.02% | 287 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC COM | $2.25万 | 0.02% | 482 | 26 | 5.7% | $1,213 | 加仓 |
| HBM | HUDBAY MINERALS INC COM | $2.22万 | 0.02% | 1,064 | 22 | 2.1% | $460 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $2.18万 | 0.02% | 269 | 18 | 7.2% | $1,457 | 加仓 |
| NEM | NEWMONT CORP COM | $2.18万 | 0.02% | 201 | 26 | 14.9% | $2,814 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $2.16万 | 0.02% | 210 | 12 | 6.1% | $1,232 | 加仓 |
| PEY | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | $2.14万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $2.12万 | 0.02% | 368 | -2 | -0.5% | -$115 | 减仓 |
| — | DUPONT DE NEMOURS INC COM | $2.12万 | 0.02% | 463 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $2.12万 | 0.02% | 282 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $2.06万 | 0.02% | 85 | -8 | -8.6% | -$1,939 | 减仓 |
| CMI | CUMMINS INC COM | $2.04万 | 0.02% | 38 | 5 | 15.2% | $2,690 | 加仓 |