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 |
|---|---|---|---|---|---|---|---|---|
| DEO | DIAGEO PLC SPON ADR NEW | $6,701 | 0.01% | 90 | 20 | 28.6% | $1,489 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $6,690 | 0.01% | 22 | 8 | 57.1% | $2,433 | 加仓 |
| MKSI | MKS INC. COM | $6,664 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| — | CBRE GBL REAL ESTATE INC FD COM | $6,642 | 0.01% | 1,513 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $6,637 | 0.01% | 17 | 7 | 70.0% | $2,733 | 加仓 |
| FTNT | FORTINET INC COM | $6,619 | 0.01% | 81 | 16 | 24.6% | $1,307 | 加仓 |
| FOXA | FOX CORP CL A COM | $6,599 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC COM | $6,551 | 0.01% | 380 | -16 | -4.0% | -$276 | 减仓 |
| GWW | WW GRAINGER INC COM | $6,545 | 0.01% | 6 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $6,530 | 0.01% | 90 | 20 | 28.6% | $1,451 | 加仓 |
| KB | KB FINL GROUP INC SPONSORED ADR | $6,482 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA SPONSORED ADR | $6,457 | 0.01% | 153 | 31 | 25.4% | $1,308 | 加仓 |
| CTAS | CINTAS CORP COM | $6,427 | 0.01% | 38 | -3 | -7.3% | -$507 | 减仓 |
| XYZ | BLOCK INC CL A | $6,379 | 0.01% | 106 | 56 | 112.0% | $3,370 | 加仓 |
| WDAY | WORKDAY INC CL A | $6,366 | 0.01% | 49 | 36 | 276.9% | $4,677 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $6,298 | 0.01% | 27 | 3 | 12.5% | $700 | 加仓 |
| E | ENI SPA SPONSORED ADR | $6,284 | 0.01% | 111 | 21 | 23.3% | $1,189 | 加仓 |
| NUE | NUCOR CORP COM | $6,257 | 0.01% | 37 | 12 | 48.0% | $2,029 | 加仓 |
| IR | INGERSOLL RAND INC COM | $6,249 | 0.01% | 78 | 31 | 66.0% | $2,484 | 加仓 |
| TPR | TAPESTRY INC COM | $6,209 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $6,119 | 0.01% | 257 | 95 | 58.6% | $2,262 | 加仓 |
| MSTR | STRATEGY INC CL A NEW | $6,115 | 0.01% | 49 | 37 | 308.3% | $4,617 | 加仓 |
| VLTO | VERALTO CORP COM SHS | $6,101 | 0.01% | 69 | 32 | 86.5% | $2,829 | 加仓 |
| VICI | VICI PPTYS INC COM | $6,038 | 0.01% | 221 | 70 | 46.4% | $1,912 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $6,016 | 0.01% | 17 | 13 | 325.0% | $4,600 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $5,990 | 0.01% | 163 | -18 | -9.9% | -$661 | 减仓 |
| CVNA | CARVANA CO CL A | $5,973 | 0.01% | 19 | -6 | -24.0% | -$1,886 | 减仓 |
| VTR | VENTAS INC COM | $5,970 | 0.01% | 73 | -4 | -5.2% | -$327 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $5,959 | 0.01% | 22 | 8 | 57.1% | $2,167 | 加仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $5,951 | 0.01% | 62 | -25 | -28.7% | -$2,400 | 减仓 |
| ROL | ROLLINS INC COM | $5,929 | 0.01% | 111 | 8 | 7.8% | $427 | 加仓 |
| EME | EMCOR GROUP INC COM | $5,906 | 0.01% | 8 | 3 | 60.0% | $2,215 | 加仓 |
| EQIX | EQUINIX INC COM | $5,881 | 0.01% | 6 | 1 | 20.0% | $980 | 加仓 |
| EBAY | EBAY INC. COM | $5,825 | 0.01% | 64 | 23 | 56.1% | $2,093 | 加仓 |
| WIT | WIPRO LTD SPON ADR 1 SH | $5,817 | 0.01% | 2,744 | -697 | -20.3% | -$1,478 | 减仓 |
| ADC | AGREE RLTY CORP COM | $5,804 | 0.01% | 77 | 25 | 48.1% | $1,884 | 加仓 |
| XEL | XCEL ENERGY INC COM | $5,799 | 0.01% | 73 | 13 | 21.7% | $1,033 | 加仓 |
| KGC | KINROSS GOLD CORP COM | $5,799 | 0.01% | 190 | 47 | 32.9% | $1,434 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $5,787 | 0.01% | 35 | 11 | 45.8% | $1,819 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $5,786 | 0.01% | 62 | 45 | 264.7% | $4,200 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $5,766 | 0.01% | 72 | -7 | -8.9% | -$561 | 减仓 |
| ZS | ZSCALER INC COM | $5,752 | 0.01% | 41 | 7 | 20.6% | $982 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $5,717 | 0.01% | 166 | 45 | 37.2% | $1,550 | 加仓 |
| PCG | PG&E CORP COM | $5,710 | 0.01% | 325 | 84 | 34.9% | $1,476 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $5,706 | 0.01% | 58 | 4 | 7.4% | $394 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $5,686 | 0.01% | 88 | 7 | 8.6% | $452 | 加仓 |
| SU | SUNCOR ENERGY INC NEW COM | $5,685 | 0.01% | 86 | 26 | 43.3% | $1,719 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $5,631 | 0.01% | 26 | -4 | -13.3% | -$866 | 减仓 |
| KEP | KOREA ELEC PWR CORP SPONSORED ADR | $5,629 | 0.01% | 395 | 31 | 8.5% | $442 | 加仓 |
| HUBS | HUBSPOT INC COM | $5,614 | 0.01% | 23 | 20 | 666.7% | $4,882 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $5,590 | 0.01% | 59 | 23 | 63.9% | $2,179 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $5,554 | 0.01% | 41 | 11 | 36.7% | $1,490 | 加仓 |
| BRO | BROWN & BROWN INC COM | $5,478 | 0.01% | 84 | 9 | 12.0% | $587 | 加仓 |
| ERAS | ERASCA INC COM | $5,469 | 0.01% | 338 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC COM | $5,467 | 0.01% | 5 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC COM | $5,463 | 0.01% | 57 | 14 | 32.6% | $1,342 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $5,443 | 0.00% | 38 | 3 | 8.6% | $430 | 加仓 |
| PHM | PULTE GROUP INC COM | $5,410 | 0.00% | 46 | 4 | 9.5% | $470 | 加仓 |
| MSCI | MSCI INC COM | $5,390 | 0.00% | 10 | 3 | 42.9% | $1,617 | 加仓 |
| F | FORD MTR CO COM | $5,355 | 0.00% | 464 | -3 | -0.6% | -$35 | 减仓 |
| CPRT | COPART INC COM | $5,345 | 0.00% | 161 | 98 | 155.6% | $3,253 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $5,308 | 0.00% | 39 | -4 | -9.3% | -$544 | 减仓 |
| RDDT | REDDIT INC CL A | $5,251 | 0.00% | 39 | 23 | 143.8% | $3,097 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $5,248 | 0.00% | 57 | 16 | 39.0% | $1,473 | 加仓 |
| IT | GARTNER INC COM | $5,225 | 0.00% | 33 | 19 | 135.7% | $3,008 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $5,189 | 0.00% | 33 | 15 | 83.3% | $2,359 | 加仓 |
| RELX | RELX PLC SPONSORED ADR | $5,171 | 0.00% | 156 | -5 | -3.1% | -$166 | 减仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $5,161 | 0.00% | 61 | 18 | 41.9% | $1,523 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $5,156 | 0.00% | 26 | -30 | -53.6% | -$5,949 | 减仓 |
| TROW | PRICE T ROWE GROUP INC COM | $5,138 | 0.00% | 57 | 13 | 29.5% | $1,172 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $5,133 | 0.00% | 237 | 42 | 21.5% | $910 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $5,104 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD ORD | $5,095 | 0.00% | 6 | 3 | 100.0% | $2,548 | 加仓 |
| VEEV | VEEVA SYS INC CL A COM | $5,094 | 0.00% | 29 | 15 | 107.1% | $2,635 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $5,088 | 0.00% | 70 | 22 | 45.8% | $1,599 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $5,074 | 0.00% | 112 | 68 | 154.5% | $3,081 | 加仓 |
| USFD | US FOODS HLDG CORP COM | $5,072 | 0.00% | 55 | 17 | 44.7% | $1,568 | 加仓 |
| — | AVALONBAY CMNTYS INC COM | $5,064 | 0.00% | 31 | -2 | -6.1% | -$327 | 减仓 |
| BNS | BANK NOVA SCOTIA B C COM | $5,060 | 0.00% | 73 | 21 | 40.4% | $1,456 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $5,024 | 0.00% | 14 | 2 | 16.7% | $718 | 加仓 |
| — | NUVALENT INC COM | $4,918 | 0.00% | 48 | 5 | 11.6% | $512 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $4,885 | 0.00% | 544 | 50 | 10.1% | $449 | 加仓 |
| KT | KT CORP SPONSORED ADR | $4,869 | 0.00% | 227 | 43 | 23.4% | $922 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $4,866 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $4,858 | 0.00% | 57 | 51 | 850.0% | $4,347 | 加仓 |
| ETR | ENTERGY CORP NEW COM | $4,831 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC COM SHS | $4,826 | 0.00% | 32 | 9 | 39.1% | $1,357 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $4,800 | 0.00% | 44 | 2 | 4.8% | $218 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $4,790 | 0.00% | 213 | 45 | 26.8% | $1,012 | 加仓 |
| RJF | RAYMOND JAMES FINL INC COM | $4,778 | 0.00% | 33 | 14 | 73.7% | $2,027 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $4,776 | 0.00% | 7 | 5 | 250.0% | $3,411 | 加仓 |
| HQY | HEALTHEQUITY INC COM | $4,763 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP COM | $4,745 | 0.00% | 106 | 11 | 11.6% | $492 | 加仓 |
| CRWV | COREWEAVE INC COM CL A | $4,726 | 0.00% | 61 | 45 | 281.2% | $3,486 | 加仓 |
| RMD | RESMED INC COM | $4,714 | 0.00% | 21 | 6 | 40.0% | $1,347 | 加仓 |
| HST | HOST HOTELS & RESORTS INC COM | $4,713 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $4,663 | 0.00% | 58 | 26 | 81.2% | $2,090 | 加仓 |
| CAG | CONAGRA BRANDS INC COM | $4,653 | 0.00% | 296 | -14 | -4.5% | -$220 | 减仓 |
| MDB | MONGODB INC CL A | $4,651 | 0.00% | 19 | 4 | 26.7% | $979 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $4,632 | 0.00% | 14 | 1 | 7.7% | $331 | 加仓 |