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 |
|---|---|---|---|---|---|---|---|---|
| DUK | DUKE ENERGY CORP NEW COM NEW | $2.96万 | 0.02% | 234 | -78 | -25.0% | -$9,873 | 减仓 |
| NET | CLOUDFLARE INC CL A COM | $2.92万 | 0.02% | 119 | 47 | 65.3% | $1.15万 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $2.88万 | 0.02% | 308 | 98 | 46.7% | $9,179 | 加仓 |
| WMB | WILLIAMS COS INC COM | $2.87万 | 0.02% | 386 | 139 | 56.3% | $1.03万 | 加仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $2.82万 | 0.02% | 287 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $2.81万 | 0.02% | 1,060 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $2.76万 | 0.02% | 64 | 23 | 56.1% | $9,923 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $2.75万 | 0.02% | 56 | 21 | 60.0% | $1.03万 | 加仓 |
| DE | DEERE & CO COM | $2.73万 | 0.02% | 43 | 14 | 48.3% | $8,881 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $2.71万 | 0.02% | 334 | 65 | 24.2% | $5,275 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $2.71万 | 0.02% | 104 | 38 | 57.6% | $9,897 | 加仓 |
| CB | CHUBB LIMITED COM | $2.69万 | 0.02% | 79 | 22 | 38.6% | $7,496 | 加仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $2.65万 | 0.02% | 218 | 95 | 77.2% | $1.15万 | 加仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $2.63万 | 0.02% | 619 | -1 | -0.2% | -$42 | 减仓 |
| FCX | FREEPORT MCMORAN INC CL B | $2.61万 | 0.02% | 415 | 127 | 44.1% | $7,987 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $2.59万 | 0.02% | 89 | 23 | 34.8% | $6,684 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $2.57万 | 0.02% | 445 | 77 | 20.9% | $4,454 | 加仓 |
| GM | GENERAL MTRS CO COM | $2.55万 | 0.02% | 331 | 106 | 47.1% | $8,170 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $2.54万 | 0.02% | 1,278 | 328 | 34.5% | $6,524 | 加仓 |
| NOW | SERVICENOW INC COM | $2.52万 | 0.02% | 254 | 107 | 72.8% | $1.06万 | 加仓 |
| FTNT | FORTINET INC COM | $2.52万 | 0.02% | 164 | 83 | 102.5% | $1.28万 | 加仓 |
| HBM | HUDBAY MINERALS INC COM | $2.51万 | 0.02% | 1,065 | 1 | 0.1% | $24 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $2.51万 | 0.02% | 79 | 34 | 75.6% | $1.08万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $2.51万 | 0.02% | 125 | 39 | 45.3% | $7,824 | 加仓 |
| T | AT&T INC COM | $2.46万 | 0.02% | 1,187 | 290 | 32.3% | $6,003 | 加仓 |
| SYK | STRYKER CORPORATION COM | $2.46万 | 0.02% | 78 | 31 | 66.0% | $9,760 | 加仓 |
| TGT | TARGET CORP COM | $2.44万 | 0.02% | 187 | 59 | 46.1% | $7,706 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $2.42万 | 0.02% | 111 | 39 | 54.2% | $8,520 | 加仓 |
| CRH | CRH PLC ORD | $2.42万 | 0.02% | 226 | 120 | 113.2% | $1.28万 | 加仓 |
| NI | NISOURCE INC COM | $2.40万 | 0.02% | 504 | 22 | 4.6% | $1,046 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $2.37万 | 0.02% | 31 | 14 | 82.4% | $1.07万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $2.36万 | 0.02% | 282 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE SPON ADR | $2.34万 | 0.02% | 152 | 81 | 114.1% | $1.25万 | 加仓 |
| PCAR | PACCAR INC COM | $2.34万 | 0.02% | 195 | 52 | 36.4% | $6,246 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $2.33万 | 0.02% | 62 | 29 | 87.9% | $1.09万 | 加仓 |
| ROST | ROSS STORES INC COM | $2.32万 | 0.02% | 109 | 41 | 60.3% | $8,727 | 加仓 |
| PEY | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | $2.32万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $2.31万 | 0.02% | 247 | 46 | 22.9% | $4,296 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $2.30万 | 0.02% | 85 | -3 | -3.4% | -$811 | 减仓 |
| IBN | ICICI BANK LIMITED ADR | $2.27万 | 0.02% | 782 | 339 | 76.5% | $9,841 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $2.26万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $2.25万 | 0.02% | 827 | 283 | 52.0% | $7,701 | 加仓 |
| CVS | CVS HEALTH CORP COM | $2.24万 | 0.02% | 217 | 74 | 51.7% | $7,655 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $2.23万 | 0.02% | 94 | 44 | 88.0% | $1.05万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $2.23万 | 0.02% | 62 | 14 | 29.2% | $5,026 | 加仓 |
| EBC | EASTERN BANKSHARES INC COM | $2.22万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $2.22万 | 0.02% | 60 | 12 | 25.0% | $4,447 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $2.22万 | 0.02% | 241 | 51 | 26.8% | $4,697 | 加仓 |
| PLD | PROLOGIS INC. COM | $2.21万 | 0.02% | 163 | 46 | 39.3% | $6,232 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $2.21万 | 0.02% | 220 | 123 | 126.8% | $1.23万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $2.20万 | 0.02% | 109 | 32 | 41.6% | $6,451 | 加仓 |
| DIS | DISNEY WALT CO COM | $2.19万 | 0.02% | 228 | 113 | 98.3% | $1.09万 | 加仓 |
| MCK | MCKESSON CORP COM | $2.19万 | 0.02% | 29 | 10 | 52.6% | $7,556 | 加仓 |
| CRM | SALESFORCE INC COM | $2.16万 | 0.02% | 138 | 52 | 60.5% | $8,146 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $2.16万 | 0.02% | 52 | 16 | 44.4% | $6,645 | 加仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $2.16万 | 0.02% | 159 | -304 | -65.7% | -$4.12万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $2.15万 | 0.02% | 672 | 268 | 66.3% | $8,568 | 加仓 |
| TDG | TRANSDIGM GROUP INC COM | $2.13万 | 0.02% | 16 | 6 | 60.0% | $7,992 | 加仓 |
| COR | CENCORA INC COM | $2.12万 | 0.02% | 75 | 31 | 70.5% | $8,773 | 加仓 |
| ALC | ALCON AG ORD SHS | $2.11万 | 0.02% | 315 | 75 | 31.2% | $5,033 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $2.11万 | 0.02% | 53 | 17 | 47.2% | $6,761 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $2.10万 | 0.02% | 166 | 70 | 72.9% | $8,844 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $2.09万 | 0.02% | 285 | 139 | 95.2% | $1.02万 | 加仓 |
| STT | STATE STR CORP COM | $2.09万 | 0.02% | 123 | 43 | 53.8% | $7,293 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $2.07万 | 0.02% | 228 | 18 | 8.6% | $1,633 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $2.07万 | 0.02% | 59 | 24 | 68.6% | $8,402 | 加仓 |
| MKSI | MKS INC. COM | $2.05万 | 0.02% | 46 | 17 | 58.6% | $7,562 | 加仓 |
| URI | UNITED RENTALS INC COM | $2.04万 | 0.02% | 18 | 8 | 80.0% | $9,063 | 加仓 |
| BLK | BLACKROCK INC COM | $2.02万 | 0.02% | 21 | 9 | 75.0% | $8,654 | 加仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $2.01万 | 0.02% | 780 | 394 | 102.1% | $1.02万 | 加仓 |
| CIEN | CIENA CORP COM NEW | $2.01万 | 0.02% | 41 | 17 | 70.8% | $8,340 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $2.01万 | 0.02% | 90 | 25 | 38.5% | $5,572 | 加仓 |
| DASH | DOORDASH INC CL A | $1.99万 | 0.02% | 108 | 60 | 125.0% | $1.11万 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $1.98万 | 0.02% | 83 | 8 | 10.7% | $1,906 | 加仓 |
| ADBE | ADOBE INC COM | $1.97万 | 0.02% | 96 | 51 | 113.3% | $1.05万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.96万 | 0.02% | 79 | 39 | 97.5% | $9,686 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $1.96万 | 0.02% | 82 | 42 | 105.0% | $1.00万 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $1.96万 | 0.02% | 38 | 17 | 81.0% | $8,759 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $1.96万 | 0.02% | 109 | 50 | 84.7% | $8,979 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $1.96万 | 0.02% | 20 | 9 | 81.8% | $8,803 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $1.95万 | 0.02% | 211 | 44 | 26.3% | $4,060 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $1.94万 | 0.02% | 431 | 174 | 67.7% | $7,849 | 加仓 |
| SAN | BANCO SANTANDER SA ADR | $1.93万 | 0.02% | 1,397 | 593 | 73.8% | $8,184 | 加仓 |
| NKE | NIKE INC CL B | $1.93万 | 0.02% | 469 | 11 | 2.4% | $452 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | $1.92万 | 0.02% | 304 | 155 | 104.0% | $9,804 | 加仓 |
| MPC | MARATHON PETE CORP COM | $1.92万 | 0.02% | 75 | 33 | 78.6% | $8,437 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $1.92万 | 0.02% | 101 | 40 | 65.6% | $7,585 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | $1.90万 | 0.02% | 57 | 16 | 39.0% | $5,333 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $1.88万 | 0.02% | 129 | 48 | 59.3% | $7,013 | 加仓 |
| KDP | KEURIG DR PEPPER INC COM | $1.85万 | 0.01% | 566 | 231 | 69.0% | $7,561 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $1.85万 | 0.01% | 447 | 276 | 161.4% | $1.14万 | 加仓 |
| SLB | SLB LIMITED COM STK | $1.83万 | 0.01% | 394 | 92 | 30.5% | $4,277 | 加仓 |
| TRGP | TARGA RES CORP COM | $1.82万 | 0.01% | 68 | 40 | 142.9% | $1.07万 | 加仓 |
| WF | WOORI FINL GROUP INC SPONSORED ADS | $1.82万 | 0.01% | 317 | 169 | 114.2% | $9,701 | 加仓 |
| ENB | ENBRIDGE INC COM | $1.82万 | 0.01% | 335 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC COM | $1.81万 | 0.01% | 111 | 39 | 54.2% | $6,352 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $1.80万 | 0.01% | 36 | 19 | 111.8% | $9,526 | 加仓 |
| UBS | UBS GROUP AG SHS | $1.80万 | 0.01% | 363 | 154 | 73.7% | $7,632 | 加仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $1.79万 | 0.01% | 311 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $1.79万 | 0.01% | 229 | 39 | 20.5% | $3,051 | 加仓 |