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 |
|---|---|---|---|---|---|---|---|---|
| CAH | CARDINAL HEALTH INC COM | $1.06万 | 0.01% | 50 | 12 | 31.6% | $2,536 | 加仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $1.05万 | 0.01% | 140 | 63 | 81.8% | $4,741 | 加仓 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $1.05万 | 0.01% | 211 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $1.04万 | 0.01% | 88 | 3 | 3.5% | $356 | 加仓 |
| — | ELECTRONIC ARTS INC COM | $1.04万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP COM | $1.03万 | 0.01% | 143 | 30 | 26.5% | $2,155 | 加仓 |
| MPC | MARATHON PETE CORP COM | $1.03万 | 0.01% | 42 | 8 | 23.5% | $1,954 | 加仓 |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | $1.02万 | 0.01% | 82 | 82 | — | $1.02万 | 新建仓 |
| STT | STATE STR CORP COM | $1.01万 | 0.01% | 80 | 23 | 40.4% | $2,911 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $1.01万 | 0.01% | 330 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $1.01万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $1.00万 | 0.01% | 462 | 42 | 10.0% | $911 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $9,886 | 0.01% | 53 | 6 | 12.8% | $1,119 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $9,883 | 0.01% | 35 | 10 | 40.0% | $2,824 | 加仓 |
| DHI | D R HORTON INC COM | $9,880 | 0.01% | 72 | 18 | 33.3% | $2,470 | 加仓 |
| HEI | HEICO CORP NEW COM | $9,871 | 0.01% | 36 | 4 | 12.5% | $1,097 | 加仓 |
| DHR | DANAHER CORP DEL COM | $9,859 | 0.01% | 52 | 10 | 23.8% | $1,896 | 加仓 |
| WF | WOORI FINL GROUP INC SPONSORED ADS | $9,857 | 0.01% | 148 | -10 | -6.3% | -$666 | 减仓 |
| RSG | REPUBLIC SVCS INC COM | $9,856 | 0.01% | 45 | -6 | -11.8% | -$1,314 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $9,848 | 0.01% | 11 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $9,746 | 0.01% | 200 | 37 | 22.7% | $1,803 | 加仓 |
| DDOG | DATADOG INC CL A COM | $9,680 | 0.01% | 82 | 42 | 105.0% | $4,958 | 加仓 |
| PAYX | PAYCHEX INC COM | $9,673 | 0.01% | 105 | 74 | 238.7% | $6,817 | 加仓 |
| SRE | SEMPRA COM | $9,620 | 0.01% | 99 | 4 | 4.2% | $389 | 加仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $9,604 | 0.01% | 386 | 48 | 14.2% | $1,194 | 加仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $9,543 | 0.01% | 461 | 155 | 50.7% | $3,209 | 加仓 |
| WAT | WATERS CORP COM | $9,530 | 0.01% | 32 | 9 | 39.1% | $2,680 | 加仓 |
| SNDK | SANDISK CORP COM | $9,530 | 0.01% | 15 | 6 | 66.7% | $3,812 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $9,509 | 0.01% | 96 | 13 | 15.7% | $1,288 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $9,492 | 0.01% | 55 | 13 | 31.0% | $2,244 | 加仓 |
| CIEN | CIENA CORP COM NEW | $9,318 | 0.01% | 24 | 3 | 14.3% | $1,165 | 加仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $9,300 | 0.01% | 357 | 54 | 17.8% | $1,407 | 加仓 |
| FELG | FIDELITY ENHANCED LARGE CAP GROWTH ETF | $9,277 | 0.01% | 247 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $9,170 | 0.01% | 33 | 9 | 37.5% | $2,501 | 加仓 |
| BKR | BAKER HUGHES COMPANY CL A | $9,158 | 0.01% | 150 | 38 | 33.9% | $2,320 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | $9,137 | 0.01% | 149 | 22 | 17.3% | $1,349 | 加仓 |
| WCN | WASTE CONNECTIONS INC COM | $9,097 | 0.01% | 56 | -29 | -34.1% | -$4,711 | 减仓 |
| SAN | BANCO SANTANDER SA ADR | $9,069 | 0.01% | 804 | 124 | 18.2% | $1,399 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $8,897 | 0.01% | 31 | 4 | 14.8% | $1,148 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $8,830 | 0.01% | 15 | -1 | -6.2% | -$589 | 减仓 |
| KDP | KEURIG DR PEPPER INC COM | $8,821 | 0.01% | 335 | 32 | 10.6% | $843 | 加仓 |
| BIIB | BIOGEN INC COM | $8,800 | 0.01% | 48 | 9 | 23.1% | $1,650 | 加仓 |
| AFL | AFLAC INC COM | $8,667 | 0.01% | 79 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $8,648 | 0.01% | 20 | -8 | -28.6% | -$3,459 | 减仓 |
| OXY | OCCIDENTAL PETE CORP COM | $8,645 | 0.01% | 133 | 42 | 46.2% | $2,730 | 加仓 |
| CMS | CMS ENERGY CORP COM | $8,611 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW COM | $8,605 | 0.01% | 171 | 11 | 6.9% | $554 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $8,505 | 0.01% | 43 | 9 | 26.5% | $1,780 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $8,499 | 0.01% | 11 | 4 | 57.1% | $3,091 | 加仓 |
| IDXX | IDEXX LABS INC COM | $8,428 | 0.01% | 15 | 3 | 25.0% | $1,686 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $8,358 | 0.01% | 21 | -1 | -4.5% | -$398 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $8,356 | 0.01% | 17 | 1 | 6.2% | $492 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $8,336 | 0.01% | 53 | 9 | 20.5% | $1,416 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $8,334 | 0.01% | 26 | 4 | 18.2% | $1,282 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $8,221 | 0.01% | 146 | 74 | 102.8% | $4,167 | 加仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $8,220 | 0.01% | 113 | 27 | 31.4% | $1,964 | 加仓 |
| UBS | UBS GROUP AG SHS | $8,166 | 0.01% | 209 | 11 | 5.6% | $430 | 加仓 |
| SYF | SYNCHRONY FINANCIAL COM | $8,162 | 0.01% | 120 | 38 | 46.3% | $2,585 | 加仓 |
| MMM | 3M CO COM | $8,133 | 0.01% | 56 | 19 | 51.4% | $2,759 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $8,128 | 0.01% | 113 | -34 | -23.1% | -$2,446 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY CL A COM | $8,127 | 0.01% | 602 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO COM | $8,119 | 0.01% | 79 | 5 | 6.8% | $514 | 加仓 |
| WAB | WABTEC COM | $7,997 | 0.01% | 32 | 4 | 14.3% | $1,000 | 加仓 |
| MCO | MOODYS CORP COM | $7,853 | 0.01% | 18 | -1 | -5.3% | -$436 | 减仓 |
| KEN | KENON HLDGS LTD SHS | $7,824 | 0.01% | 95 | 19 | 25.0% | $1,565 | 加仓 |
| TFC | TRUIST FINL CORP COM | $7,723 | 0.01% | 168 | 14 | 9.1% | $644 | 加仓 |
| VMC | VULCAN MATLS CO COM | $7,624 | 0.01% | 28 | 6 | 27.3% | $1,634 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $7,621 | 0.01% | 39 | 9 | 30.0% | $1,759 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $7,620 | 0.01% | 78 | 7 | 9.9% | $684 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $7,618 | 0.01% | 319 | 70 | 28.1% | $1,672 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $7,567 | 0.01% | 6 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $7,554 | 0.01% | 98 | 27 | 38.0% | $2,081 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $7,553 | 0.01% | 167 | 130 | 351.4% | $5,880 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $7,545 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP COM | $7,517 | 0.01% | 50 | 5 | 11.1% | $752 | 加仓 |
| EXC | EXELON CORP COM | $7,500 | 0.01% | 153 | 11 | 7.7% | $539 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $7,463 | 0.01% | 103 | 7 | 7.3% | $507 | 加仓 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $7,397 | 0.01% | 144 | 10 | 7.5% | $514 | 加仓 |
| D | DOMINION ENERGY INC COM | $7,295 | 0.01% | 118 | 24 | 25.5% | $1,484 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $7,294 | 0.01% | 63 | 8 | 14.5% | $926 | 加仓 |
| URI | UNITED RENTALS INC COM | $7,286 | 0.01% | 10 | 2 | 25.0% | $1,457 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $7,235 | 0.01% | 75 | 17 | 29.3% | $1,640 | 加仓 |
| DASH | DOORDASH INC CL A | $7,207 | 0.01% | 48 | -4 | -7.7% | -$601 | 减仓 |
| CI | THE CIGNA GROUP COM | $7,202 | 0.01% | 27 | 10 | 58.8% | $2,667 | 加仓 |
| GSK | GSK PLC SPONSORED ADR | $7,175 | 0.01% | 130 | 37 | 39.8% | $2,042 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $7,167 | 0.01% | 53 | 25 | 89.3% | $3,381 | 加仓 |
| SNPS | SYNOPSYS INC COM | $7,137 | 0.01% | 18 | 9 | 100.0% | $3,568 | 加仓 |
| IX | ORIX CORP SPONSORED ADR | $7,108 | 0.01% | 237 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY ENHANCED MID CAP ETF | $7,095 | 0.01% | 197 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC COM | $7,074 | 0.01% | 33 | 4 | 13.8% | $857 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $7,057 | 0.01% | 83 | 33 | 66.0% | $2,806 | 加仓 |
| TRGP | TARGA RES CORP COM | $7,020 | 0.01% | 28 | 10 | 55.6% | $2,507 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $6,895 | 0.01% | 5 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO COM | $6,862 | 0.01% | 176 | 45 | 34.4% | $1,754 | 加仓 |
| HSY | HERSHEY CO COM | $6,860 | 0.01% | 33 | 6 | 22.2% | $1,247 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $6,801 | 0.01% | 153 | 57 | 59.4% | $2,534 | 加仓 |
| DG | DOLLAR GEN CORP COM | $6,768 | 0.01% | 57 | 2 | 3.6% | $237 | 加仓 |
| RBLX | ROBLOX CORP CL A | $6,731 | 0.01% | 119 | 26 | 28.0% | $1,471 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $6,729 | 0.01% | 41 | 10 | 32.3% | $1,641 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $6,722 | 0.01% | 97 | -6 | -5.8% | -$416 | 减仓 |