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 |
|---|---|---|---|---|---|---|---|---|
| DOW | DOW HLDGS INC COM | $2.04万 | 0.02% | 490 | 13 | 2.7% | $541 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $2.03万 | 0.02% | 81 | 13 | 19.1% | $3,258 | 加仓 |
| — | HONEYWELL INTL INC COM | $2.01万 | 0.02% | 89 | 6 | 7.2% | $1,356 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $1.99万 | 0.02% | 98 | -2 | -2.0% | -$406 | 减仓 |
| PFE | PFIZER INC COM | $1.97万 | 0.02% | 702 | 88 | 14.3% | $2,473 | 加仓 |
| EBC | EASTERN BANKSHARES INC COM | $1.96万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP COM | $1.91万 | 0.02% | 80 | 6 | 8.1% | $1,429 | 加仓 |
| ETN | EATON CORP PLC SHS | $1.86万 | 0.02% | 52 | 3 | 6.1% | $1,073 | 加仓 |
| CB | CHUBB LTD SWITZ COM | $1.86万 | 0.02% | 57 | 6 | 11.8% | $1,956 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $1.84万 | 0.02% | 115 | 25 | 27.8% | $4,008 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $1.81万 | 0.02% | 60 | -3 | -4.8% | -$907 | 减仓 |
| ENB | ENBRIDGE INC COM | $1.81万 | 0.02% | 335 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG ORD SHS | $1.81万 | 0.02% | 240 | 52 | 27.7% | $3,918 | 加仓 |
| WMB | WILLIAMS COS INC COM | $1.80万 | 0.02% | 247 | 41 | 19.9% | $2,984 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $1.75万 | 0.02% | 190 | 12 | 6.7% | $1,108 | 加仓 |
| TM | TOYOTA MOTOR CORP ADS | $1.73万 | 0.02% | 84 | 12 | 16.7% | $2,473 | 加仓 |
| COP | CONOCOPHILLIPS COM | $1.70万 | 0.02% | 129 | 24 | 22.9% | $3,168 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $1.69万 | 0.02% | 288 | 24 | 9.1% | $1,411 | 加仓 |
| GM | GENERAL MTRS CO COM | $1.68万 | 0.02% | 225 | 22 | 10.8% | $1,639 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $1.66万 | 0.02% | 171 | 161 | 1,610.0% | $1.57万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $1.66万 | 0.02% | 36 | 2 | 5.9% | $922 | 加仓 |
| PCAR | PACCAR INC COM | $1.65万 | 0.02% | 143 | 12 | 9.2% | $1,386 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $1.65万 | 0.02% | 190 | 10 | 5.6% | $867 | 加仓 |
| MCK | MCKESSON CORP COM | $1.64万 | 0.02% | 19 | 3 | 18.8% | $2,596 | 加仓 |
| DE | DEERE & CO COM | $1.63万 | 0.01% | 29 | 5 | 20.8% | $2,817 | 加仓 |
| HDEF | XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF | $1.63万 | 0.01% | 504 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $1.63万 | 0.01% | 120 | 13 | 12.1% | $1,768 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $1.63万 | 0.01% | 66 | 14 | 26.9% | $3,459 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $1.62万 | 0.01% | 566 | 187 | 49.3% | $5,369 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $1.62万 | 0.01% | 51 | 6 | 13.3% | $1,909 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $1.61万 | 0.01% | 950 | 278 | 41.4% | $4,718 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $1.61万 | 0.01% | 77 | -3 | -3.8% | -$627 | 减仓 |
| CRM | SALESFORCE INC COM | $1.61万 | 0.01% | 86 | 8 | 10.3% | $1,493 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $1.59万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $1.57万 | 0.01% | 48 | 2 | 4.3% | $654 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $1.57万 | 0.01% | 167 | 40 | 31.5% | $3,759 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $1.57万 | 0.01% | 86 | 16 | 22.9% | $2,919 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $1.56万 | 0.01% | 36 | 9 | 33.3% | $3,906 | 加仓 |
| SLB | SLB LIMITED COM STK | $1.55万 | 0.01% | 302 | 51 | 20.3% | $2,621 | 加仓 |
| TGT | TARGET CORP COM | $1.55万 | 0.01% | 128 | 18 | 16.4% | $2,182 | 加仓 |
| PLD | PROLOGIS INC. COM | $1.55万 | 0.01% | 117 | 28 | 31.5% | $3,701 | 加仓 |
| SYK | STRYKER CORPORATION COM | $1.54万 | 0.01% | 47 | 7 | 17.5% | $2,300 | 加仓 |
| NOW | SERVICENOW INC COM | $1.54万 | 0.01% | 147 | 22 | 17.6% | $2,300 | 加仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $1.50万 | 0.01% | 311 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA SPONSORED ADR | $1.50万 | 0.01% | 311 | -13 | -4.0% | -$626 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $1.49万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $1.49万 | 0.01% | 35 | 3 | 9.4% | $1,276 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $1.49万 | 0.01% | 72 | 33 | 84.6% | $6,809 | 加仓 |
| PWR | QUANTA SVCS INC COM | $1.48万 | 0.01% | 27 | 5 | 22.7% | $2,745 | 加仓 |
| ROST | ROSS STORES INC COM | $1.47万 | 0.01% | 68 | 9 | 15.3% | $1,950 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $1.46万 | 0.01% | 35 | 6 | 20.7% | $2,500 | 加仓 |
| QCOM | QUALCOMM INC COM | $1.43万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $1.43万 | 0.01% | 72 | 13 | 22.0% | $2,577 | 加仓 |
| HEDJ | WISDOMTREE EUROPE HEDGED EQUITY FUND | $1.40万 | 0.01% | 268 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $1.40万 | 0.01% | 210 | 66 | 45.8% | $4,388 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $1.39万 | 0.01% | 113 | 4 | 3.7% | $491 | 加仓 |
| COR | CENCORA INC COM | $1.38万 | 0.01% | 44 | 11 | 33.3% | $3,456 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $1.38万 | 0.01% | 148 | 29 | 24.4% | $2,697 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $1.35万 | 0.01% | 404 | 34 | 9.2% | $1,140 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $1.34万 | 0.01% | 96 | 22 | 29.7% | $3,066 | 加仓 |
| — | TASEKO MINES LTD COM | $1.32万 | 0.01% | 2,046 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $1.32万 | 0.01% | 37 | 4 | 12.1% | $1,425 | 加仓 |
| KR | KROGER CO COM | $1.30万 | 0.01% | 179 | 15 | 9.1% | $1,085 | 加仓 |
| WFRD | WEATHERFORD INTL PLC ORD SHS | $1.29万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| PKX | POSCO HOLDINGS INC SPONSORED ADR | $1.28万 | 0.01% | 218 | 46 | 26.7% | $2,691 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $1.27万 | 0.01% | 101 | 28 | 38.4% | $3,513 | 加仓 |
| TMUS | T-MOBILE US INC COM | $1.26万 | 0.01% | 60 | 19 | 46.3% | $3,991 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $1.24万 | 0.01% | 45 | 2 | 4.7% | $550 | 加仓 |
| SAP | SAP SE SPON ADR | $1.22万 | 0.01% | 71 | 10 | 16.4% | $1,712 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $1.21万 | 0.01% | 31 | 7 | 29.2% | $2,742 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | $1.21万 | 0.01% | 287 | 112 | 64.0% | $4,731 | 加仓 |
| CME | CME GROUP INC COM | $1.21万 | 0.01% | 41 | 6 | 17.1% | $1,772 | 加仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $1.21万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $1.21万 | 0.01% | 92 | 8 | 9.5% | $1,048 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $1.20万 | 0.01% | 48 | -3 | -5.9% | -$752 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $1.20万 | 0.01% | 61 | 61 | — | $1.20万 | 新建仓 |
| HCA | HCA HEALTHCARE INC COM | $1.18万 | 0.01% | 25 | 1 | 4.2% | $473 | 加仓 |
| TDG | TRANSDIGM GROUP INC COM | $1.16万 | 0.01% | 10 | 2 | 25.0% | $2,318 | 加仓 |
| BLK | BLACKROCK INC COM | $1.15万 | 0.01% | 12 | 2 | 20.0% | $1,924 | 加仓 |
| YUM | YUM BRANDS INC COM | $1.15万 | 0.01% | 74 | 2 | 2.8% | $311 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $1.15万 | 0.01% | 419 | 81 | 24.0% | $2,224 | 加仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $1.15万 | 0.01% | 123 | 32 | 35.2% | $2,986 | 加仓 |
| IBN | ICICI BANK LIMITED ADR | $1.15万 | 0.01% | 443 | 37 | 9.1% | $958 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $1.14万 | 0.01% | 40 | 12 | 42.9% | $3,405 | 加仓 |
| ZTS | ZOETIS INC CL A | $1.13万 | 0.01% | 96 | 79 | 464.7% | $9,338 | 加仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $1.13万 | 0.01% | 331 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP COM | $1.13万 | 0.01% | 180 | -20 | -10.0% | -$1,255 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.12万 | 0.01% | 40 | 5 | 14.3% | $1,396 | 加仓 |
| CRH | CRH PLC ORD | $1.11万 | 0.01% | 106 | 28 | 35.9% | $2,943 | 加仓 |
| DIS | DISNEY WALT CO COM | $1.11万 | 0.01% | 115 | 24 | 26.4% | $2,313 | 加仓 |
| ADBE | ADOBE INC COM | $1.09万 | 0.01% | 45 | 12 | 36.4% | $2,917 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $1.09万 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| SKM | SK TELECOM CO LTD SPONSORED ADR | $1.09万 | 0.01% | 371 | 86 | 30.2% | $2,519 | 加仓 |
| EIX | EDISON INTL COM | $1.08万 | 0.01% | 148 | 14 | 10.4% | $1,025 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $1.07万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC COM | $1.07万 | 0.01% | 38 | 10 | 35.7% | $2,811 | 加仓 |
| FAST | FASTENAL CO COM | $1.07万 | 0.01% | 230 | 6 | 2.7% | $278 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $1.06万 | 0.01% | 59 | 21 | 55.3% | $3,784 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $1.06万 | 0.01% | 175 | 28 | 19.0% | $1,698 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $1.06万 | 0.01% | 81 | 11 | 15.7% | $1,440 | 加仓 |