CW

Cornerstone Wealth Group, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$15.6亿

申报季度: 2026-03-31 · 持股只数: 452

Cornerstone Wealth Group, LLC在最新一期 13F 报告中披露了 452 项持股，申报期为 2026-03-31，总持股市值约为 US$15.6亿，季度换手率为 24.1%。

机构性格雪花图

集中度
6.25
持仓稳定性
24.08
动能／逆势
100
行业集中度
67.86
多样化
100
仓位均衡度
75.7

近期动向

  • 减仓 LVHI

    -97.0%　-US$1256.5万

  • 减仓 ABT

    -62.1%　-US$866.6万

  • 减仓 SPY

    -6.8%　-US$341.9万

  • 减仓 BX

    -59.9%　-US$829.6万

  • 减仓 IWM

    -81.0%　-US$689.1万

  • 加仓 IDEV

    +19.2%　US$967.7万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 441 大持股（共 452 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长5.63%-0.60%-6.78%
2AAPLApple INC股票-科技5.02%+0.02%+3.09%
3NVDANvidia CORP股票-科技3.29%+0.32%+10.24%
4IVVIshares Core S&p 500 ETFETF-大型股与成长3.29%—-1.66%
5MSFTMicrosoft CORP股票-科技3.23%-0.03%+20.30%
6IDEVIshares Core Msci Dev MktsETF-其他2.94%+0.47%+19.21%
7AVGOBroadcom INC股票-科技2.30%+0.15%-2.22%
8SCHXSchwab US Large-cap ETFETF-其他2.18%—-3.84%
9GOOGLAlphabet Inc-cl A股票-通信服务1.86%—-9.75%
10VCRBVanguard Core Bond ETFETF-其他1.66%+0.05%+9.96%
11AMZNAmazon.com INC股票-周期性消费1.62%+0.15%+8.43%
12VOOVanguard S&p 500 ETFETF-大型股与成长1.59%—+0.89%
13IWBIshares Russell 1000 ETFETF-其他1.46%—-4.88%
14VTIVanguard Total Stock Mkt ETFETF-其他1.43%+0.09%+9.01%
15ACWXIshares Msci Acwi Ex US ETFETF-其他1.41%—-1.46%
16SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长1.31%+0.25%+27.31%
17JPMJpmorgan Chase & Co股票-金融1.19%—-4.56%
18AGGIshares Core U.s. AggregateETF-其他1.17%—+5.91%
19FBNDFidelity Total Bond ETFETF-其他1.09%—+11.89%
20CMICummins INC股票-工业1.01%—-28.64%
21BACBank Of America CORP股票-金融0.96%—-1.17%
22ABBVAbbvie INC股票-医疗保健0.93%—+1.03%
23XOMExxon Mobil CORP股票-能源0.92%—-7.22%
24HDHome Depot INC股票-周期性消费0.87%—+1.40%
25METAMeta Platforms Inc-class A股票-通信服务0.86%—-4.26%
26WMBWilliams Cos INC股票-能源0.82%—+1.15%
27MCDMcdonald's CORP股票-周期性消费0.79%+0.25%+57.43%
28BRK-BBerkshire Hathaway Inc-cl B股票-其他0.79%—+7.32%
29AMGNAmgen INC股票-医疗保健0.78%—+1.99%
30JNJJohnson & Johnson股票-医疗保健0.76%+0.12%+16.71%
31AMATApplied Materials INC股票-科技0.75%—-26.07%
32LECOLincoln Electric Holdings股票-工业0.74%—-0.07%
33ETNEaton Corporation plc股票-工业0.74%+0.13%+1.50%
34HONHoneywell International INC股票-工业0.69%+0.33%+76.90%
35MOAltria Group INC股票-非周期性消费0.67%—+5.92%
36XLKSs Technology Select SectorETF-科技型0.67%—-7.99%
37CVXChevron CORP股票-能源0.63%—-7.00%
38VVisa Inc-class A Shares股票-金融0.62%—+8.17%
39BAIIshrs Ai In And Tech Act ETFETF-科技型0.62%+0.12%+8.72%
40SOSouthern Co/the股票-公用事业0.62%—+8.84%
41LRCXLam Research CORP股票-科技0.61%+0.24%+15.84%
42AVEMAvantis Emerging Markets EqETF-新兴市场0.60%+0.60%NEW
43VUGVanguard Growth ETFETF-其他0.59%—+570.55%
44LLYEli Lilly & Co股票-医疗保健0.58%-0.38%-23.48%
45PEPPepsico INC股票-非周期性消费0.58%—+1.71%
46BINCIshares Flex I A Etf-usd INCETF-其他0.56%+0.18%+58.99%
47WMTWalmart INC股票-非周期性消费0.55%—-5.34%
48DYNFIshrs US E F R A Etf-usd INCETF-其他0.54%—+3.65%
49UBERUber Technologies INC股票-工业0.54%—+24.91%
50PRUPrudential Financial INC股票-金融0.54%—+20.37%
1–50 of 441

本季持股变动

Cornerstone Wealth Group, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Avantis Emerging Markets Eq (AVEM); 清仓: Domino's Pizza INC (DPZ); 新建仓: Vanguard Value ETF (VTV); 新建仓: Victoryshares Free Cash Flow (VFLO); 清仓: Vanguard Communication Servi (VOX).

Cornerstone Wealth Group, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1IDEVIshares Core Msci Dev Mkts+0.5%+19.21%加仓
2BALIIs US Lrg Cp Pre INC Act-usd+0.3%+1427.98%加仓
3HONHoneywell International INC+0.3%+76.90%加仓
4NVDANvidia CORP+0.3%+10.24%加仓
5TXNTexas Instruments INC+0.3%+604.10%加仓
6SPYVSs Spdr P S&p 500 Value ETF+0.3%+134.79%加仓
7NEENextera Energy INC+0.3%+191.45%加仓
8XLGInvesco S&p 500 Top 50 ETF+0.3%+823.59%加仓
9SPYMSte Str Spdr Pt S&p 500 ETF+0.3%+27.31%加仓
10MCDMcdonald's CORP+0.3%+57.43%加仓
11LRCXLam Research CORP+0.2%+15.84%加仓
12BSXBoston Scientific CORP+0.2%+1323.92%加仓
13MDTMedtronic plc+0.2%+782.02%加仓
14QUALIshares Msci USA Quality Fac+0.2%+791.96%加仓
15BINCIshares Flex I A Etf-usd INC+0.2%+58.99%加仓
16IBMIntl Business Machines CORP+0.2%+204.53%加仓
17AVGOBroadcom INC+0.2%-2.22%减仓
18AMZNAmazon.com INC+0.2%+8.43%加仓
19ETNEaton Corporation plc+0.1%+1.50%加仓
20JNJJohnson & Johnson+0.1%+16.71%加仓
21BAIIshrs Ai In And Tech Act ETF+0.1%+8.72%加仓
22VTIVanguard Total Stock Mkt ETF+0.1%+9.01%加仓
23VCRBVanguard Core Bond ETF+0.1%+9.96%加仓
24AAPLApple INC0%+3.09%加仓
25MSFTMicrosoft CORP0%+20.30%加仓
26QQQInvesco Qqq Trust Series 1-0.2%-35.70%减仓
27ITOTIshares Core S&p Total U.s.-0.2%-91.09%减仓
28IWFIshares Russell 1000 Growth-0.2%-53.82%减仓
29JEPIJpmorgan Equity Premium Inco-0.4%-86.63%减仓
30SPYGSs Spdr P S&p 500 Growth ETF-0.4%-96.53%减仓
31LLYEli Lilly & Co-0.4%-23.48%减仓
32DGDollar General CORP-0.4%-35.63%减仓
33IEMGIshares Core Msci Emerging-0.4%-50.18%减仓
34IWMIshares Russell 2000 ETF-0.5%-80.98%减仓
35BXBlackstone INC-0.6%-59.92%减仓
36ABTAbbott Laboratories-0.6%-62.14%减仓
37SPYSs Spdr S&p 500 ETF Trust-us-0.6%-6.78%减仓
38LVHIFranklin International Low V-0.9%-96.97%减仓
39AVEMAvantis Emerging Markets Eq—NEW新建仓
40DPZDomino's Pizza INC—EXIT清仓
41VTVVanguard Value ETF—NEW新建仓
42VFLOVictoryshares Free Cash Flow—NEW新建仓
43VOXVanguard Communication Servi—EXIT清仓
44XLYSs Consumer Disc Select Sect—EXIT清仓
45CAIECalamos Autocallable INC ETF—NEW新建仓
46XLVSs Health Care Select Sector—NEW新建仓
47XLFSs Financial Select Sector—EXIT清仓
48XLESs Energy Select Sector—NEW新建仓
49XLUSt Sr Utl Sl Se Spdr Etf-usd—NEW新建仓
50APRBAptus April Buffer ETF—NEW新建仓

FAQ

Cornerstone Wealth Group, LLC 是什么机构？属于哪种投资人类型？
Cornerstone Wealth Group, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$15.6亿，分布在 452 个已申报仓位之中。
Cornerstone Wealth Group, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Cornerstone Wealth Group, LLC 按市值排列的前几大持股为： 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$8767.7万 (5.6%) 2. Apple INC (AAPL) — US$7832.3万 (5.0%) 3. Nvidia CORP (NVDA) — US$5133.1万 (3.3%) 4. Ishares Core S&p 500 ETF (IVV) — US$5124.6万 (3.3%) 5. Microsoft CORP (MSFT) — US$5038.9万 (3.2%)
Cornerstone Wealth Group, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Cornerstone Wealth Group, LLC 共进行了 50 项显著调整：新建仓 8 个仓位、加仓 24 个既有持股、减仓 14 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Avantis Emerging Markets Eq (AVEM); 清仓: Domino's Pizza INC (DPZ); 新建仓: Vanguard Value ETF (VTV); 新建仓: Victoryshares Free Cash Flow (VFLO); 清仓: Vanguard Communication Servi (VOX)
Cornerstone Wealth Group, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Cornerstone Wealth Group, LLC 的主要板块分布如下： • Information Technology: 41.4% • Financials: 12.9% • Health Care: 10.2% • Consumer Discretionary: 10.1% • Communication Services: 9.7% • Consumer Staples: 5.9%