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 |
|---|---|---|---|---|---|---|---|---|
| EOG | EOG RES INC COM | $4,626 | 0.00% | 32 | 8 | 33.3% | $1,156 | 加仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $4,618 | 0.00% | 20 | 4 | 25.0% | $924 | 加仓 |
| NE | NOBLE CORP PLC ORD SHS A | $4,613 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| SIMO | SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | $4,604 | 0.00% | 41 | 4 | 10.8% | $449 | 加仓 |
| WY | WEYERHAEUSER CO COM NEW | $4,593 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC COM | $4,549 | 0.00% | 19 | -3 | -13.6% | -$718 | 减仓 |
| XYL | XYLEM INC COM | $4,541 | 0.00% | 38 | 20 | 111.1% | $2,390 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $4,540 | 0.00% | 26 | -1 | -3.7% | -$175 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $4,510 | 0.00% | 26 | -7 | -21.2% | -$1,214 | 减仓 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $4,497 | 0.00% | 570 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $4,478 | 0.00% | 564 | 171 | 43.5% | $1,358 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $4,466 | 0.00% | 22 | 4 | 22.2% | $812 | 加仓 |
| — | SKYWATER TECHNOLOGY INC COM | $4,440 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC COM | $4,436 | 0.00% | 68 | 37 | 119.4% | $2,414 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $4,420 | 0.00% | 35 | 8 | 29.6% | $1,010 | 加仓 |
| FE | FIRSTENERGY CORP COM | $4,407 | 0.00% | 87 | 10 | 13.0% | $507 | 加仓 |
| RACE | FERRARI N V COM | $4,400 | 0.00% | 13 | 4 | 44.4% | $1,354 | 加仓 |
| NWG | NATWEST GROUP PLC SPONS ADR | $4,396 | 0.00% | 295 | 93 | 46.0% | $1,386 | 加仓 |
| IRM | IRON MTN INC DEL COM | $4,392 | 0.00% | 43 | 10 | 30.3% | $1,021 | 加仓 |
| CCI | CROWN CASTLE INC COM | $4,391 | 0.00% | 54 | -19 | -26.0% | -$1,545 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD SHS NEW | $4,387 | 0.00% | 25 | 3 | 13.6% | $526 | 加仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $4,385 | 0.00% | 75 | 26 | 53.1% | $1,520 | 加仓 |
| DLTR | DOLLAR TREE INC COM | $4,380 | 0.00% | 40 | 5 | 14.3% | $548 | 加仓 |
| CPAY | CORPAY INC COM SHS | $4,365 | 0.00% | 15 | 7 | 87.5% | $2,037 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $4,361 | 0.00% | 15 | 2 | 15.4% | $581 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $4,345 | 0.00% | 39 | 9 | 30.0% | $1,003 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $4,321 | 0.00% | 93 | 30 | 47.6% | $1,394 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $4,318 | 0.00% | 72 | 24 | 50.0% | $1,439 | 加仓 |
| PPG | PPG INDS INC COM | $4,275 | 0.00% | 40 | 13 | 48.1% | $1,389 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $4,270 | 0.00% | 28 | 6 | 27.3% | $915 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $4,217 | 0.00% | 6 | 4 | 200.0% | $2,811 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $4,210 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD ORD SHS CL A | $4,182 | 0.00% | 291 | 160 | 122.1% | $2,299 | 加仓 |
| EVRG | EVERGY INC COM | $4,178 | 0.00% | 51 | 6 | 13.3% | $492 | 加仓 |
| ECO | OKEANIS ECO TANKERS COR SHS | $4,148 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC COM NON VTG | $4,136 | 0.00% | 82 | 28 | 51.9% | $1,412 | 加仓 |
| TW | TRADEWEB MKTS INC CL A | $4,118 | 0.00% | 35 | 18 | 105.9% | $2,118 | 加仓 |
| AEG | AEGON LTD AMER REG 1 CERT | $4,087 | 0.00% | 563 | 239 | 73.8% | $1,735 | 加仓 |
| — | CARNIVAL PLC ADS | $4,072 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP COM | $4,050 | 0.00% | 202 | 52 | 34.7% | $1,043 | 加仓 |
| HRL | HORMEL FOODS CORP COM | $4,032 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP COM | $3,981 | 0.00% | 21 | 3 | 16.7% | $569 | 加仓 |
| STE | STERIS PLC SHS USD | $3,980 | 0.00% | 18 | 4 | 28.6% | $884 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $3,959 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| — | THOMSON REUTERS CORP COM | $3,959 | 0.00% | 44 | 27 | 158.8% | $2,429 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $3,956 | 0.00% | 351 | 43 | 14.0% | $485 | 加仓 |
| FNV | FRANCO NEV CORP COM | $3,953 | 0.00% | 16 | 2 | 14.3% | $494 | 加仓 |
| TOST | TOAST INC CL A | $3,950 | 0.00% | 149 | 104 | 231.1% | $2,757 | 加仓 |
| GRMN | GARMIN LTD SHS | $3,944 | 0.00% | 17 | 2 | 13.3% | $464 | 加仓 |
| MTB | M & T BK CORP COM | $3,928 | 0.00% | 19 | 7 | 58.3% | $1,447 | 加仓 |
| ATI | ATI INC COM | $3,927 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC COM | $3,911 | 0.00% | 13 | 5 | 62.5% | $1,504 | 加仓 |
| — | HAFNIA LTD SHS | $3,906 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP COM | $3,853 | 0.00% | 60 | 14 | 30.4% | $899 | 加仓 |
| BEKE | KE HLDGS INC SPONSORED ADS | $3,832 | 0.00% | 256 | 29 | 12.8% | $434 | 加仓 |
| DINO | HF SINCLAIR CORP COM | $3,806 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP COMMON STOCK | $3,804 | 0.00% | 147 | 33 | 28.9% | $854 | 加仓 |
| SITM | SITIME CORP COM | $3,799 | 0.00% | 11 | -1 | -8.3% | -$345 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $3,778 | 0.00% | 204 | 84 | 70.0% | $1,556 | 加仓 |
| CSX | CSX CORP COM | $3,777 | 0.00% | 92 | 13 | 16.5% | $534 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $3,775 | 0.00% | 11 | 1 | 10.0% | $343 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $3,767 | 0.00% | 749 | 195 | 35.2% | $981 | 加仓 |
| LAUR | LAUREATE ED INC COMMON STOCK | $3,763 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $3,717 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $3,669 | 0.00% | 191 | 191 | — | $3,669 | 新建仓 |
| LEN | LENNAR CORP CL A | $3,647 | 0.00% | 42 | 5 | 13.5% | $434 | 加仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL COM | $3,645 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $3,622 | 0.00% | 54 | 13 | 31.7% | $872 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC COM | $3,616 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $3,606 | 0.00% | 395 | 330 | 507.7% | $3,013 | 加仓 |
| BNT | BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB | $3,602 | 0.00% | 87 | 30 | 52.6% | $1,242 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $3,585 | 0.00% | 112 | 47 | 72.3% | $1,504 | 加仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS SHS | $3,580 | 0.00% | 96 | 40 | 71.4% | $1,492 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $3,574 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD SPONSORED ADR | $3,567 | 0.00% | 264 | -417 | -61.2% | -$5,634 | 减仓 |
| IMO | IMPERIAL OIL LTD COM NEW | $3,532 | 0.00% | 27 | 4 | 17.4% | $523 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $3,528 | 0.00% | 18 | 3 | 20.0% | $588 | 加仓 |
| NWSA | NEWS CORP NEW CL A | $3,490 | 0.00% | 140 | -66 | -32.0% | -$1,645 | 减仓 |
| NTRS | NORTHERN TR CORP COM | $3,489 | 0.00% | 25 | 5 | 25.0% | $698 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $3,474 | 0.00% | 222 | 136 | 158.1% | $2,128 | 加仓 |
| MET | METLIFE INC COM | $3,465 | 0.00% | 49 | 1 | 2.1% | $71 | 加仓 |
| ES | EVERSOURCE ENERGY COM | $3,464 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $3,464 | 0.00% | 43 | -1 | -2.3% | -$81 | 减仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC COMMON STOCK | $3,456 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| VAL | VALARIS LTD CL A | $3,431 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC COM | $3,398 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC COM | $3,378 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $3,329 | 0.00% | 16 | 7 | 77.8% | $1,456 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $3,322 | 0.00% | 7 | 4 | 133.3% | $1,898 | 加仓 |
| JD | JD.COM INC SPON ADS CL A | $3,312 | 0.00% | 112 | 39 | 53.4% | $1,153 | 加仓 |
| EQT | EQT CORP COM | $3,309 | 0.00% | 52 | 17 | 48.6% | $1,082 | 加仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $3,300 | 0.00% | 22 | -13 | -37.1% | -$1,950 | 减仓 |
| BCS | BARCLAYS PLC ADR | $3,280 | 0.00% | 155 | 25 | 19.2% | $529 | 加仓 |
| G | GENPACT LIMITED SHS | $3,278 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC COM | $3,278 | 0.00% | 25 | 7 | 38.9% | $918 | 加仓 |
| TWLO | TWILIO INC CL A | $3,271 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP COM | $3,247 | 0.00% | 85 | 13 | 18.1% | $497 | 加仓 |
| IQV | IQVIA HLDGS INC COM | $3,240 | 0.00% | 19 | -23 | -54.8% | -$3,922 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC COM | $3,233 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $3,232 | 0.00% | 24 | 0 | 0.0% | — | 不变 |