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 |
|---|---|---|---|---|---|---|---|---|
| IRM | IRON MTN INC DEL COM | $1.26万 | 0.01% | 100 | 57 | 132.6% | $7,200 | 加仓 |
| DOW | DOW HLDGS INC COM | $1.26万 | 0.01% | 460 | -30 | -6.1% | -$821 | 减仓 |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | $1.26万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $1.25万 | 0.01% | 107 | 28 | 35.4% | $3,283 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $1.25万 | 0.01% | 290 | 123 | 73.7% | $5,311 | 加仓 |
| CME | CME GROUP INC COM | $1.24万 | 0.01% | 56 | 15 | 36.6% | $3,312 | 加仓 |
| CRWV | COREWEAVE INC COM CL A | $1.23万 | 0.01% | 124 | 63 | 103.3% | $6,271 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $1.23万 | 0.01% | 127 | 65 | 104.8% | $6,297 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $1.23万 | 0.01% | 39 | 8 | 25.8% | $2,517 | 加仓 |
| KVUE | KENVUE INC COM | $1.22万 | 0.01% | 640 | 260 | 68.4% | $4,968 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $1.22万 | 0.01% | 103 | 64 | 164.1% | $7,572 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $1.21万 | 0.01% | 215 | 122 | 131.2% | $6,877 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $1.21万 | 0.01% | 127 | 44 | 53.0% | $4,186 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $1.21万 | 0.01% | 158 | 88 | 125.7% | $6,723 | 加仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $1.20万 | 0.01% | 300 | 300 | — | $1.20万 | 新建仓 |
| RBA | RB GLOBAL INC COM | $1.20万 | 0.01% | 103 | 46 | 80.7% | $5,357 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $1.20万 | 0.01% | 280 | 100 | 55.6% | $4,268 | 加仓 |
| UL | UNILEVER PLC SPON ADR NEW | $1.19万 | 0.01% | 198 | 156 | 371.4% | $9,379 | 加仓 |
| CVNA | CARVANA CO CL A | $1.18万 | 0.01% | 179 | 84 | 88.4% | $5,529 | 加仓 |
| AXON | AXON ENTERPRISE INC COM | $1.18万 | 0.01% | 21 | 13 | 162.5% | $7,288 | 加仓 |
| CSX | CSX CORP COM | $1.17万 | 0.01% | 247 | 155 | 168.5% | $7,367 | 加仓 |
| RSG | REPUBLIC SVCS INC COM | $1.17万 | 0.01% | 55 | 10 | 22.2% | $2,131 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $1.17万 | 0.01% | 87 | 46 | 112.2% | $6,196 | 加仓 |
| PCG | PG&E CORP COM | $1.17万 | 0.01% | 694 | 369 | 113.5% | $6,207 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $1.17万 | 0.01% | 88 | 35 | 66.0% | $4,638 | 加仓 |
| EME | EMCOR GROUP INC COM | $1.16万 | 0.01% | 14 | 6 | 75.0% | $4,979 | 加仓 |
| BRO | BROWN & BROWN INC COM | $1.16万 | 0.01% | 181 | 97 | 115.5% | $6,222 | 加仓 |
| NTAP | NETAPP INC COM | $1.16万 | 0.01% | 75 | 47 | 167.9% | $7,274 | 加仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $1.16万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $1.15万 | 0.01% | 63 | 35 | 125.0% | $6,409 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $1.15万 | 0.01% | 237 | 104 | 78.2% | $5,051 | 加仓 |
| BMO | BANK MONTREAL MEDIUM COM | $1.15万 | 0.01% | 65 | 42 | 182.6% | $7,422 | 加仓 |
| PPG | PPG INDS INC COM | $1.14万 | 0.01% | 94 | 54 | 135.0% | $6,550 | 加仓 |
| DG | DOLLAR GEN CORP COM | $1.14万 | 0.01% | 99 | 42 | 73.7% | $4,835 | 加仓 |
| CNI | CANADIAN NATL RY CO COM | $1.13万 | 0.01% | 95 | 16 | 20.3% | $1,908 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $1.13万 | 0.01% | 143 | 53 | 58.9% | $4,198 | 加仓 |
| CTAS | CINTAS CORP COM | $1.12万 | 0.01% | 66 | 28 | 73.7% | $4,762 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $1.12万 | 0.01% | 13 | 7 | 116.7% | $6,007 | 加仓 |
| PSA | PUBLIC STORAGE COM | $1.11万 | 0.01% | 35 | 13 | 59.1% | $4,138 | 加仓 |
| ARGX | ARGENX SE SPONSORED ADR | $1.11万 | 0.01% | 12 | 8 | 200.0% | $7,422 | 加仓 |
| WFRD | WEATHERFORD INTL PLC ORD SHS | $1.11万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $1.11万 | 0.01% | 103 | 45 | 77.6% | $4,838 | 加仓 |
| ZS | ZSCALER INC COM | $1.10万 | 0.01% | 78 | 37 | 90.2% | $5,223 | 加仓 |
| XEL | XCEL ENERGY INC COM | $1.10万 | 0.01% | 137 | 64 | 87.7% | $5,139 | 加仓 |
| CCI | CROWN CASTLE INC COM | $1.10万 | 0.01% | 145 | 91 | 168.5% | $6,892 | 加仓 |
| VTR | VENTAS INC COM | $1.09万 | 0.01% | 123 | 50 | 68.5% | $4,440 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $1.09万 | 0.01% | 98 | 54 | 122.7% | $6,011 | 加仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $1.08万 | 0.01% | 145 | 5 | 3.6% | $373 | 加仓 |
| A | AGILENT TECHNOLOGIES INC COM | $1.08万 | 0.01% | 81 | 58 | 252.2% | $7,704 | 加仓 |
| ADSK | AUTODESK INC COM | $1.07万 | 0.01% | 55 | 36 | 189.5% | $6,999 | 加仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $1.07万 | 0.01% | 129 | 68 | 111.5% | $5,635 | 加仓 |
| WDAY | WORKDAY INC CL A | $1.07万 | 0.01% | 87 | 38 | 77.6% | $4,652 | 加仓 |
| MSCI | MSCI INC COM | $1.06万 | 0.01% | 19 | 9 | 90.0% | $5,040 | 加仓 |
| CMS | CMS ENERGY CORP COM | $1.06万 | 0.01% | 139 | 28 | 25.2% | $2,142 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $1.06万 | 0.01% | 262 | 96 | 57.8% | $3,889 | 加仓 |
| BCS | BARCLAYS PLC ADR | $1.06万 | 0.01% | 395 | 240 | 154.8% | $6,447 | 加仓 |
| RDDT | REDDIT INC CL A | $1.06万 | 0.01% | 61 | 22 | 56.4% | $3,819 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $1.05万 | 0.01% | 27 | 2 | 8.0% | $780 | 加仓 |
| RELX | RELX PLC SPONSORED ADR | $1.05万 | 0.01% | 331 | 175 | 112.2% | $5,542 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $1.05万 | 0.01% | 330 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SPON ADR NEW | $1.04万 | 0.01% | 130 | 40 | 44.4% | $3,215 | 加仓 |
| MDB | MONGODB INC CL A | $1.04万 | 0.01% | 31 | 12 | 63.2% | $4,031 | 加仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS SHS | $1.03万 | 0.01% | 194 | 98 | 102.1% | $5,222 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $1.02万 | 0.01% | 8 | 2 | 33.3% | $2,555 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $1.01万 | 0.01% | 65 | 43 | 195.5% | $6,670 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $1.01万 | 0.01% | 57 | 34 | 147.8% | $6,000 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $1.00万 | 0.01% | 88 | 31 | 54.4% | $3,524 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $9,972 | 0.01% | 81 | 28 | 52.8% | $3,447 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $9,950 | 0.01% | 55 | 20 | 57.1% | $3,618 | 加仓 |
| RBLX | ROBLOX CORP CL A | $9,897 | 0.01% | 182 | 63 | 52.9% | $3,426 | 加仓 |
| SU | SUNCOR ENERGY INC NEW COM | $9,877 | 0.01% | 184 | 98 | 114.0% | $5,261 | 加仓 |
| XYL | XYLEM INC COM | $9,811 | 0.01% | 83 | 45 | 118.4% | $5,319 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $9,737 | 0.01% | 74 | 35 | 89.7% | $4,605 | 加仓 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $9,737 | 0.01% | 1,109 | 539 | 94.6% | $4,732 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $9,671 | 0.01% | 37 | 22 | 146.7% | $5,750 | 加仓 |
| NTRS | NORTHERN TR CORP COM | $9,561 | 0.01% | 55 | 30 | 120.0% | $5,215 | 加仓 |
| DLTR | DOLLAR TREE INC COM | $9,555 | 0.01% | 79 | 39 | 97.5% | $4,717 | 加仓 |
| GRMN | GARMIN LTD SHS | $9,502 | 0.01% | 40 | 23 | 135.3% | $5,464 | 加仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $9,468 | 0.01% | 37 | 17 | 85.0% | $4,350 | 加仓 |
| PHM | PULTE GROUP INC COM | $9,467 | 0.01% | 69 | 23 | 50.0% | $3,156 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $9,458 | 0.01% | 81 | 18 | 28.6% | $2,102 | 加仓 |
| EQNR | EQUINOR ASA SPONSORED ADR | $9,357 | 0.01% | 298 | 145 | 94.8% | $4,553 | 加仓 |
| NOMD | NOMAD FOODS LTD USD ORD SHS | $9,318 | 0.01% | 851 | 638 | 299.5% | $6,986 | 加仓 |
| KEP | KOREA ELEC PWR CORP SPONSORED ADR | $9,293 | 0.01% | 768 | 373 | 94.4% | $4,513 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $9,175 | 0.01% | 20 | 13 | 185.7% | $5,964 | 加仓 |
| HPQ | HP INC COM | $9,171 | 0.01% | 418 | 227 | 118.8% | $4,980 | 加仓 |
| INFY | INFOSYS LTD SPONSORED ADR | $9,168 | 0.01% | 874 | 610 | 231.1% | $6,399 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $9,167 | 0.01% | 55 | 29 | 111.5% | $4,834 | 加仓 |
| IQV | IQVIA HLDGS INC COM | $9,081 | 0.01% | 47 | 28 | 147.4% | $5,410 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $9,002 | 0.01% | 1,544 | 795 | 106.1% | $4,635 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $8,976 | 0.01% | 104 | 46 | 79.3% | $3,970 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $8,865 | 0.01% | 553 | 349 | 171.1% | $5,595 | 加仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $8,832 | 0.01% | 91 | 29 | 46.8% | $2,815 | 加仓 |
| NDAQ | NASDAQ INC COM | $8,828 | 0.01% | 112 | 85 | 314.8% | $6,700 | 加仓 |
| KEN | KENON HLDGS LTD SHS | $8,826 | 0.01% | 132 | 37 | 38.9% | $2,474 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $8,807 | 0.01% | 123 | 25 | 25.5% | $1,790 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $8,798 | 0.01% | 26 | 9 | 52.9% | $3,045 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $8,777 | 0.01% | 58 | 25 | 75.8% | $3,783 | 加仓 |
| IR | INGERSOLL RAND INC COM | $8,773 | 0.01% | 107 | 29 | 37.2% | $2,378 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $8,771 | 0.01% | 454 | 135 | 42.3% | $2,608 | 加仓 |