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 |
|---|---|---|---|---|---|---|---|---|
| MGV | VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | $614.25万 | 4.93% | 37,580 | 481 | 1.3% | $7.86万 | 加仓 |
| MGK | VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | $583.31万 | 4.68% | 66,353 | -537 | -0.8% | -$4.72万 | 减仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $534.10万 | 4.28% | 91,769 | -2,151 | -2.3% | -$12.52万 | 减仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $517.10万 | 4.15% | 87,675 | -1,854 | -2.1% | -$10.93万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $457.29万 | 3.67% | 155,383 | 2,139 | 1.4% | $6.30万 | 加仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $399.10万 | 3.20% | 80,173 | -1,134 | -1.4% | -$5.65万 | 减仓 |
| MGC | VANGUARD MORNINGSTAR MEGA CAP ETF | $398.21万 | 3.19% | 14,553 | -380 | -2.5% | -$10.40万 | 减仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $395.35万 | 3.17% | 84,458 | -1,808 | -2.1% | -$8.46万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $369.31万 | 2.96% | 15,608 | -33 | -0.2% | -$7,808 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $286.18万 | 2.30% | 23,001 | 1,131 | 5.2% | $14.07万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $276.19万 | 2.22% | 36,079 | 1,706 | 5.0% | $13.06万 | 加仓 |
| AAPL | APPLE INC COM | $218.29万 | 1.75% | 7,544 | 557 | 8.0% | $16.12万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $214.97万 | 1.72% | 27,201 | 931 | 3.5% | $7.36万 | 加仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $212.79万 | 1.71% | 26,410 | 14 | 0.1% | $1,128 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $209.45万 | 1.68% | 25,341 | 1,339 | 5.6% | $11.07万 | 加仓 |
| TPLC | TIMOTHY PLAN US LARGE/MID CAP CORE ETF | $207.93万 | 1.67% | 41,296 | -4,898 | -10.6% | -$24.66万 | 减仓 |
| — | PRAXIS IMPACT LARGE CAP GROWTH ETF | $201.54万 | 1.62% | 51,650 | -178 | -0.3% | -$6,946 | 减仓 |
| OAIM | ONEASCENT INTERNATIONAL EQUITY ETF | $196.52万 | 1.58% | 41,087 | 7,509 | 22.4% | $35.92万 | 加仓 |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETF | $170.42万 | 1.37% | 14,940 | -181 | -1.2% | -$2.06万 | 减仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $168.51万 | 1.35% | 14,395 | 927 | 6.9% | $10.85万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $167.55万 | 1.34% | 11,444 | 358 | 3.2% | $5.24万 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $165.37万 | 1.33% | 35,912 | -617 | -1.7% | -$2.84万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $157.92万 | 1.27% | 26,457 | 684 | 2.7% | $4.08万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $147.94万 | 1.19% | 29,248 | -136 | -0.5% | -$6,879 | 减仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $142.95万 | 1.15% | 16,897 | 960 | 6.0% | $8.12万 | 加仓 |
| EQIN | COLUMBIA U.S. EQUITY INCOME ETF | $140.90万 | 1.13% | 27,466 | 1,603 | 6.2% | $8.22万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $140.63万 | 1.13% | 3,935 | 605 | 18.2% | $21.62万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $132.00万 | 1.06% | 8,353 | -298 | -3.4% | -$4.71万 | 减仓 |
| IBD | INSPIRE CORPORATE BOND ETF | $126.79万 | 1.02% | 53,339 | -8,256 | -13.4% | -$19.62万 | 减仓 |
| MEAR | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | $124.26万 | 1.00% | 24,664 | 8 | 0.0% | $403 | 加仓 |
| XVV | ISHARES ESG SELECT SCREENED S&P 500 ETF | $123.34万 | 0.99% | 21,718 | 2,699 | 14.2% | $15.33万 | 加仓 |
| ISMD | INSPIRE SMALL/MID CAP ETF | $117.30万 | 0.94% | 23,462 | -2,946 | -11.2% | -$14.73万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $115.08万 | 0.92% | 1,541 | -399 | -20.6% | -$29.80万 | 减仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $112.27万 | 0.90% | 3,034 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $103.77万 | 0.83% | 2,782 | 304 | 12.3% | $11.34万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $102.29万 | 0.82% | 2,498 | -100 | -3.8% | -$4.09万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $99.70万 | 0.80% | 3,046 | -130 | -4.1% | -$4.26万 | 减仓 |
| FESM | FIDELITY ENHANCED SMALL CAP CORE ETF | $94.09万 | 0.75% | 19,485 | 1,344 | 7.4% | $6.49万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $91.76万 | 0.74% | 4,586 | 1,409 | 44.4% | $28.19万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $81.25万 | 0.65% | 1,085 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $73.50万 | 0.59% | 3,084 | 550 | 21.7% | $13.11万 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $71.65万 | 0.57% | 7,013 | -330 | -4.5% | -$3.37万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $69.97万 | 0.56% | 2,755 | 119 | 4.5% | $3.02万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $65.71万 | 0.53% | 4,000 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $63.11万 | 0.51% | 7,190 | 5,298 | 280.0% | $46.50万 | 加仓 |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $60.00万 | 0.48% | 5,922 | 225 | 3.9% | $2.28万 | 加仓 |
| AVGO | BROADCOM INC COM | $54.21万 | 0.43% | 1,435 | 139 | 10.7% | $5.25万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $45.67万 | 0.37% | 6,410 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $45.54万 | 0.37% | 910 | 84 | 10.2% | $4.20万 | 加仓 |
| INTC | INTEL CORP COM | $44.37万 | 0.36% | 3,178 | 255 | 8.7% | $3.56万 | 加仓 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $43.41万 | 0.35% | 5,040 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $43.25万 | 0.35% | 7,733 | 79 | 1.0% | $4,419 | 加仓 |
| LLY | ELI LILLY & CO COM | $42.70万 | 0.34% | 356 | 56 | 18.7% | $6.72万 | 加仓 |
| NUMV | NUVEEN ESG MID-CAP VALUE ETF | $42.29万 | 0.34% | 9,724 | 336 | 3.6% | $1.46万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $40.48万 | 0.32% | 974 | 62 | 6.8% | $2.58万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $40.25万 | 0.32% | 4,168 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $40.15万 | 0.32% | 17,344 | 1,699 | 10.9% | $3.93万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $39.36万 | 0.32% | 5,104 | -382 | -7.0% | -$2.95万 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $38.91万 | 0.31% | 3,962 | -33 | -0.8% | -$3,241 | 减仓 |
| VTWG | VANGUARD RUSSELL 2000 GROWTH ETF | $38.89万 | 0.31% | 1,352 | -95 | -6.6% | -$2.73万 | 减仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $38.74万 | 0.31% | 15,502 | 1,557 | 11.2% | $3.89万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $37.97万 | 0.30% | 5,010 | -197 | -3.8% | -$1.49万 | 减仓 |
| PEP | PEPSICO INC COM | $36.99万 | 0.30% | 2,732 | 48 | 1.8% | $6,499 | 加仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $36.81万 | 0.30% | 6,730 | 207 | 3.2% | $1.13万 | 加仓 |
| KO | COCA COLA CO COM | $36.63万 | 0.29% | 4,507 | 251 | 5.9% | $2.04万 | 加仓 |
| CSCO | CISCO SYS INC COM | $36.17万 | 0.29% | 3,079 | 254 | 9.0% | $2.98万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $34.86万 | 0.28% | 302 | 70 | 30.2% | $8.08万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $33.66万 | 0.27% | 1,634 | 20 | 1.2% | $4,120 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $33.48万 | 0.27% | 2,696 | -68 | -2.5% | -$8,444 | 减仓 |
| VTWV | VANGUARD RUSSELL 2000 VALUE ETF | $32.55万 | 0.26% | 1,665 | -88 | -5.0% | -$1.72万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $31.48万 | 0.25% | 613 | 33 | 5.7% | $1.69万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $30.61万 | 0.25% | 1,950 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC COM | $29.91万 | 0.24% | 1,318 | 45 | 3.5% | $1.02万 | 加仓 |
| WMT | WALMART INC COM | $29.63万 | 0.24% | 2,616 | 176 | 7.2% | $1.99万 | 加仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $29.24万 | 0.23% | 3,555 | 4 | 0.1% | $329 | 加仓 |
| HD | HOME DEPOT INC COM | $28.50万 | 0.23% | 808 | -7 | -0.9% | -$2,469 | 减仓 |
| META | META PLATFORMS INC CL A | $26.64万 | 0.21% | 473 | 103 | 27.8% | $5.80万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $25.94万 | 0.21% | 1,749 | -131 | -7.0% | -$1.94万 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $25.39万 | 0.20% | 1,350 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $24.74万 | 0.20% | 518 | 90 | 21.0% | $4.30万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $22.23万 | 0.18% | 3,901 | 304 | 8.5% | $1.73万 | 加仓 |
| IWC | ISHARES MICRO-CAP ETF | $22.00万 | 0.18% | 1,100 | -62 | -5.3% | -$1.24万 | 减仓 |
| VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $21.58万 | 0.17% | 888 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $20.31万 | 0.16% | 592 | 120 | 25.4% | $4.12万 | 加仓 |
| TSLA | TESLA INC COM | $19.10万 | 0.15% | 454 | 172 | 61.0% | $7.23万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $18.53万 | 0.15% | 270 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $18.36万 | 0.15% | 643 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $18.30万 | 0.15% | 3,615 | -215 | -5.6% | -$1.09万 | 减仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $17.11万 | 0.14% | 785 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $16.71万 | 0.13% | 328 | -7 | -2.1% | -$3,566 | 减仓 |
| AMGN | AMGEN INC COM | $16.62万 | 0.13% | 459 | 31 | 7.2% | $1.12万 | 加仓 |
| VBK | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | $15.91万 | 0.13% | 435 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT DIVIDEND ETF | $15.63万 | 0.13% | 1,000 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $15.36万 | 0.12% | 980 | 105 | 12.0% | $1.65万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $15.11万 | 0.12% | 3,568 | 207 | 6.2% | $8,764 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $14.87万 | 0.12% | 256 | 111 | 76.6% | $6.45万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $14.76万 | 0.12% | 706 | 70 | 11.0% | $1.46万 | 加仓 |
| VOT | VANGUARD MORNINGSTAR MID-CAP GROWTH ETF | $14.64万 | 0.12% | 478 | 35 | 7.9% | $1.07万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $14.24万 | 0.11% | 1,041 | 721 | 225.3% | $9.86万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $14.22万 | 0.11% | 152 | 21 | 16.0% | $1.96万 | 加仓 |