13F 机构持仓

Cornerstone Wealth, LLC/TN

GREENEVILLE TN · SEC CIK 0002135644

2026Q22026Q1 更早 9 个季度 🔒
$1.98亿2026Q2 申报市值
102持仓数
46.9%前十大占比 · 第一大 9.8%
11 / 5新建仓 / 清仓
申报市值走势$1.98亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

CAIE 9.8%
IWY 6.2%
FDVV 4.7%
POCT 4.3%
PJUL 4.3%
NJAN 4.1%
CALAMOS ETF TR 3.7%
DYNF 3.5%
JQUA 3.2%
INNOVATOR ETFS 3.0%

2026Q2 买入最多 按季末市值估算

PJUL 加仓+$747.96万
IWY 加仓+$423.38万
IJUL 加仓+$324.63万
INNOVATOR ETFS T 加仓+$321.08万
DYNF 加仓+$282.14万

2026Q2 卖出最多 按季末市值估算

PAUG 减仓-$590.35万
FDVV 减仓-$342.51万
INNOVATOR ETFS T 清仓-$261.07万
WMT 减仓-$225.29万
JQUA 减仓-$219.93万

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
CAIE CALAMOS ETF TR $1,936.16万9.79%713,398 19,8622.9% $53.91万 加仓
IWY ISHARES TR $1,221.73万6.18%42,197 14,62353.0% $423.38万 加仓
FDVV FIDELITY COVINGTON TRUST $926.00万4.68%148,659 -54,987-27.0% -$342.51万 减仓
POCT INNOVATOR ETFS TRUST $857.90万4.34%183,665 2,0681.1% $9.66万 加仓
PJUL INNOVATOR ETFS TRUST $857.19万4.34%174,581 152,333684.7% $747.96万 加仓
NJAN INNOVATOR ETFS TRUST $812.90万4.11%138,014 1,3861.0% $8.16万 加仓
— CALAMOS ETF TR $734.45万3.71%280,638 79,19939.3% $207.27万 加仓
DYNF BLACKROCK ETF TRUST $690.64万3.49%101,446 41,44369.1% $282.14万 加仓
JQUA J P MORGAN EXCHANGE TRADED F $635.44万3.21%88,256 -30,546-25.7% -$219.93万 减仓
— INNOVATOR ETFS TRUST $597.58万3.02%233,292 125,347116.1% $321.08万 加仓
— INNOVATOR ETFS TRUST $586.94万2.97%182,346 1,0060.6% $3.24万 加仓
PFEB INNOVATOR ETFS TRUST $563.64万2.85%130,051 1,4881.2% $6.45万 加仓
— INNOVATOR ETFS TRUST $553.33万2.80%182,738 1,0530.6% $3.19万 加仓
IJAN INNOVATOR ETFS TRUST $494.18万2.50%129,197 1,3181.0% $5.04万 加仓
FNDF SCHWAB STRATEGIC TR $469.53万2.37%88,142 25,73841.2% $137.11万 加仓
FBND FIDELITY MERRIMACK STR TR $459.75万2.33%101,535 -9,523-8.6% -$43.12万 减仓
PMAR INNOVATOR ETFS TRUST $447.29万2.26%92,963 -275-0.3% -$1.32万 减仓
IJUL INNOVATOR ETFS TRUST $444.88万2.25%122,861 89,652270.0% $324.63万 加仓
— INNOVATOR ETFS TRUST $375.10万1.90%111,076 76,800224.1% $259.35万 加仓
FMDE FIDELITY COVINGTON TRUST $340.16万1.72%83,929 7,85910.3% $31.85万 加仓
NJUL INNOVATOR ETFS TRUST $338.72万1.71%44,236 31,171238.6% $238.68万 加仓
AAPL APPLE INC $275.85万1.40%8,423 720.9% $2.36万 加仓
ACYN FIRST TR EXCHANGE-TRADED FD $272.85万1.38%132,066 89,921213.4% $185.78万 加仓
PJAN INNOVATOR ETFS TRUST $212.36万1.07%42,575 9732.3% $4.85万 加仓
— INNOVATOR ETFS TRUST $203.59万1.03%56,921 1,2492.2% $4.47万 加仓
— INNOVATOR ETFS TRUST $202.04万1.02%59,300 -140-0.2% -$4,770 减仓
EMXC ISHARES INC $187.64万0.95%19,698 -433-2.2% -$4.12万 减仓
FENI FIDELITY COVINGTON TRUST $168.38万0.85%41,677 41,677— $168.38万 新建仓
JMBS JANUS DETROIT STR TR $147.71万0.75%32,948 2300.7% $1.03万 加仓
NOCT INNOVATOR ETFS TRUST $146.30万0.74%23,385 00.0% — 不变
IVV ISHARES TR $146.29万0.74%1,929 251.3% $1.90万 加仓
SDVY FIRST TR EXCHANGE TRADED FD $140.99万0.71%32,757 8382.6% $3.61万 加仓
— INNOVATOR ETFS TRUST $134.39万0.68%42,757 6001.4% $1.89万 加仓
NVDA NVIDIA CORPORATION $125.31万0.63%5,897 510.9% $1.08万 加仓
PAPR INNOVATOR ETFS TRUST $118.22万0.60%27,838 1970.7% $8,366 加仓
NAPR INNOVATOR ETFS TRUST $104.86万0.53%17,683 3,09321.2% $18.34万 加仓
PAVE GLOBAL X FDS $101.28万0.51%17,881 -7,415-29.3% -$42.00万 减仓
KJAN INNOVATOR ETFS TRUST $93.77万0.47%20,517 9284.7% $4.24万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $89.78万0.45%9,644 -1,078-10.1% -$10.04万 减仓
— INNOVATOR ETFS TRUST $87.01万0.44%29,568 29,568— $87.01万 新建仓
IYW ISHARES TR $83.13万0.42%3,346 76629.7% $19.03万 加仓
HD HOME DEPOT INC $82.05万0.41%2,403 -10-0.4% -$3,414 减仓
— INNOVATOR ETFS TRUST $81.77万0.41%26,348 5001.9% $1.55万 加仓
PMAY INNOVATOR ETFS TRUST $79.11万0.40%19,007 19,007— $79.11万 新建仓
LLY ELI LILLY & CO $78.07万0.39%675 00.0% — 不变
PJUN INNOVATOR ETFS TRUST $76.13万0.38%17,484 1,4308.9% $6.23万 加仓
— INNOVATOR ETFS TRUST $73.45万0.37%22,564 -4,182-15.6% -$13.61万 减仓
IOCT INNOVATOR ETFS TRUST $65.80万0.33%17,683 00.0% — 不变
SDCI USCF ETF TR $65.15万0.33%22,973 -10,795-32.0% -$30.61万 减仓
AIRR FIRST TR EXCHANGE TRADED FD $60.72万0.31%4,927 -66-1.3% -$8,133 减仓
PAUG INNOVATOR ETFS TRUST $55.96万0.28%12,211 -128,813-91.3% -$590.35万 减仓
— INNOVATOR ETFS TRUST $55.44万0.28%18,284 18,284— $55.44万 新建仓
— INNOVATOR ETFS TRUST $54.60万0.28%17,910 8,83297.3% $26.93万 加仓
SCHD SCHWAB STRATEGIC TR $51.88万0.26%16,043 -415-2.5% -$1.34万 减仓
FHN FIRST HORIZON CORPORATION $51.68万0.26%20,721 2,93216.5% $7.31万 加仓
— INNOVATOR ETFS TRUST $51.09万0.26%16,300 6,82772.1% $21.40万 加仓
— INNOVATOR ETFS TRUST $49.50万0.25%13,210 00.0% — 不变
BAC BANK OF AMER CORP $49.35万0.25%8,012 00.0% — 不变
MSFT MICROSOFT CORP $48.98万0.25%1,238 -36-2.8% -$1.42万 减仓
WMT WALMART INC $46.33万0.23%4,117 -20,020-82.9% -$225.29万 减仓
IJH ISHARES TR $46.32万0.23%6,125 1,00019.5% $7.56万 加仓
GLD SPDR GOLD TR $45.80万0.23%1,230 00.0% — 不变
KAPR INNOVATOR ETFS TRUST $42.01万0.21%10,563 3,04240.4% $12.10万 加仓
GJAN FIRST TR EXCHNG TRADED FD VI $41.83万0.21%9,235 00.0% — 不变
PNOV INNOVATOR ETFS TRUST $41.79万0.21%9,348 00.0% — 不变
FNOV FIRST TR EXCHNG TRADED FD VI $39.10万0.20%6,640 00.0% — 不变
MRK MERCK & CO INC $37.24万0.19%3,012 00.0% — 不变
FMB FIRST TR EXCH TRADED FD III $35.43万0.18%6,930 -585-7.8% -$2.99万 减仓
BFEB INNOVATOR ETFS TRUST $35.02万0.18%6,600 70011.9% $3.71万 加仓
RF REGIONS FINANCIAL CORP NEW $33.51万0.17%10,644 3,00039.2% $9.44万 加仓
PFF ISHARES TR $33.33万0.17%10,885 3,50047.4% $10.72万 加仓
JNJ JOHNSON & JOHNSON $31.84万0.16%1,289 00.0% — 不变
BPRE BLUEROCK PVT REAL ESTATE FD $31.81万0.16%23,864 1330.6% $1,773 加仓
PDEC INNOVATOR ETFS TRUST $31.09万0.16%6,722 00.0% — 不变
CHD CHURCH & DWIGHT CO INC $31.08万0.16%3,200 00.0% — 不变
PFFD GLOBAL X FDS $30.70万0.16%16,461 -3,740-18.5% -$6.98万 减仓
GOOG ALPHABET INC $30.36万0.15%820 00.0% — 不变
FLRN SPDR SERIES TRUST $30.26万0.15%9,828 00.0% — 不变
— INNOVATOR ETFS TRUST $28.42万0.14%9,276 00.0% — 不变
FWRD FORWARD AIR CORP $28.26万0.14%22,394 3,30217.3% $4.17万 加仓
PSEP INNOVATOR ETFS TRUST $27.60万0.14%5,958 -26,996-81.9% -$125.05万 减仓
SCHW SCHWAB CHARLES CORP $27.19万0.14%2,645 2,645— $27.19万 新建仓
IJR ISHARES TR $27.07万0.14%1,852 1,852— $27.07万 新建仓
AEP AMERICAN ELEC PWR CO INC $25.99万0.13%1,961 00.0% — 不变
ABBV ABBVIE INC $25.32万0.13%1,037 00.0% — 不变
VCSH VANGUARD SCOTTSDALE FDS $24.88万0.13%3,160 00.0% — 不变
IAPR INNOVATOR ETFS TRUST $24.64万0.12%7,365 1852.6% $6,188 加仓
RWR SPDR SERIES TRUST $24.50万0.12%2,143 00.0% — 不变
— INNOVATOR ETFS TRUST $23.77万0.12%7,452 7,452— $23.77万 新建仓
LOW LOWES COS INC $23.42万0.12%1,117 -6-0.5% -$1,258 减仓
BMAY INNOVATOR ETFS TRUST $22.79万0.12%4,774 4,774— $22.79万 新建仓
GNOV FIRST TR EXCHNG TRADED FD VI $22.29万0.11%5,300 00.0% — 不变
FDEC FIRST TR EXCHNG TRADED FD VI $22.14万0.11%4,035 -400-9.0% -$2.20万 减仓
QDEC FIRST TR EXCHNG TRADED FD VI $22.10万0.11%6,214 -500-7.4% -$1.78万 减仓
— INNOVATOR ETFS TRUST $22.02万0.11%6,935 -30,086-81.3% -$95.53万 减仓
GAUG FIRST TR EXCHNG TRADED FD VI $21.32万0.11%5,119 5,119— $21.32万 新建仓
EFG ISHARES TR $21.30万0.11%1,743 -13,104-88.3% -$160.16万 减仓
VTIP VANGUARD MALVERN FDS $21.22万0.11%4,275 00.0% — 不变
BAI BLACKROCK ETF TRUST $20.73万0.10%4,563 4,563— $20.73万 新建仓
PG PROCTER & GAMBLE CO $20.57万0.10%1,390 00.0% — 不变