CE

Cornerstone Enterprises, LLC

趨勢追蹤型產業集中型高品質投資策略

申報總市值

US$2.0億

申報季度: 2026-03-31 · 持股檔數: 35

CORNERSTONE ENTERPRISES, LLC在最新一期 13F 報告中揭露了 35 項持股，申報期為 2026-03-31，總持股市值約為 US$2.0億，季度換手率為 15.2%。

機構性格雪花圖

集中度
34.54
持倉穩定性
15.17
動能／逆勢
100
產業集中度
96.05
多樣化
70
倉位均衡度
85.57

近期動向

  • 加碼 SMH

    +1012.2%　US$333.8萬

  • 減碼 MSFT

    +1.9%　-US$289.1萬

  • 加碼 SCYB

    +7.4%　US$88.3萬

  • 加碼 GEV

    +32.5%　US$120.9萬

  • 減碼 AMZN

    -5.0%　-US$167.6萬

  • 減碼 PLTR

    +4.0%　-US$160.5萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1SPHYSs Spdr P High Yield ETFETF-非投資等級債19.18%+0.25%-1.04%
2JEPIJpmorgan Equity Premium IncoETF-其他15.05%+0.18%-1.66%
3SCYBSchwab High Yield Bond ETFETF-非投資等級債8.09%+0.73%+7.45%
4NVDANvidia CORP股票-科技5.59%-0.47%-5.11%
5OHIOmega Healthcare Investors股票-房地產5.17%-0.06%-3.78%
6MSFTMicrosoft CORP股票-科技5.10%-1.19%+1.93%
7AMZNAmazon.com INC股票-循環性消費5.00%-0.61%-5.02%
8PLTRPalantir Technologies Inc-a股票-科技4.75%-0.59%+4.05%
9GOOGLAlphabet Inc-cl A股票-通訊服務4.39%-0.22%-0.26%
10METAMeta Platforms Inc-class A股票-通訊服務4.03%-0.47%-0.51%
11SPSBSs Spdr P St C CORP ETFETF-其他2.68%+0.31%+9.15%
12IBMIntl Business Machines CORP股票-科技2.45%-0.35%+2.69%
13SGOVIshares 0-3 Month Treasury BETF-政府公債2.04%-0.08%-7.72%
14SMHVaneck Semiconductor ETFETF-其他1.81%+1.66%+1012.16%
15JPMJpmorgan Chase & Co股票-金融1.75%-0.04%+2.66%
16IGSBIshares 1-5y Inv Grade CORPETF-其他1.73%+0.19%+8.25%
17CRWDCrowdstrike Holdings INC - A股票-科技1.39%-0.21%+0.42%
18GEVGE Vernova INC股票-工業1.38%+0.63%+32.51%
19JNJJohnson & Johnson股票-醫療保健1.07%+1.07%NEW
20APHAmphenol Corp-cl A股票-科技1.02%+1.02%NEW
21WMTWalmart INC股票-非循環性消費1.00%+0.08%-5.78%
22TSLATesla INC股票-循環性消費0.99%-0.59%-26.77%
23HOODRobinhood Markets INC - A股票-金融0.73%-0.34%+6.67%
24SHOPShopify INC - Class A股票-科技0.60%-0.11%+9.99%
25GLWCorning INC股票-科技0.53%+0.53%NEW
26NETCloudflare INC - Class A股票-科技0.43%-0.04%-15.41%
27AAPLApple INC股票-科技0.42%-0.10%-16.75%
28SCHGSchwab US Large-cap GrowthETF-其他0.34%-0.05%-6.05%
29COSTCostco Wholesale CORP股票-非循環性消費0.25%+0.05%—
30SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長0.21%-0.01%—
31WECWec Energy Group INC股票-公用事業0.20%+0.02%—
32VOOVanguard S&p 500 ETFETF-大型股與成長0.17%-0.01%-1.88%
33AVGOBroadcom INC股票-科技0.16%-0.17%-47.80%
34SCHBSchwab US Broad Market ETFETF-其他0.16%——
35CATCaterpillar INC股票-工業0.13%+0.01%-16.05%

本季持股變動

Cornerstone Enterprises, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Johnson & Johnson (JNJ); 新建倉: Amphenol Corp-cl A (APH); 清倉: Visa Inc-class A Shares (V); 新建倉: Corning INC (GLW); 清倉: Oracle CORP (ORCL).

Cornerstone Enterprises, LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1SMHVaneck Semiconductor ETF+1.7%+1012.16%加碼
2SCYBSchwab High Yield Bond ETF+0.7%+7.45%加碼
3GEVGE Vernova INC+0.6%+32.51%加碼
4SPSBSs Spdr P St C CORP ETF+0.3%+9.15%加碼
5SPHYSs Spdr P High Yield ETF+0.3%-1.04%減碼
6IGSBIshares 1-5y Inv Grade CORP+0.2%+8.25%加碼
7JEPIJpmorgan Equity Premium Inco+0.2%-1.66%減碼
8WMTWalmart INC+0.1%-5.78%減碼
9COSTCostco Wholesale CORP+0.1%—不變
10WECWec Energy Group INC0%—不變
11CATCaterpillar INC0%-16.05%減碼
12SCHBSchwab US Broad Market ETF——不變
13VOOVanguard S&p 500 ETF0%-1.88%減碼
14SPYSs Spdr S&p 500 ETF Trust-us0%—不變
15JPMJpmorgan Chase & Co0%+2.66%加碼
16NETCloudflare INC - Class A0%-15.41%減碼
17SCHGSchwab US Large-cap Growth-0.1%-6.05%減碼
18OHIOmega Healthcare Investors-0.1%-3.78%減碼
19SGOVIshares 0-3 Month Treasury B-0.1%-7.72%減碼
20AAPLApple INC-0.1%-16.75%減碼
21SHOPShopify INC - Class A-0.1%+9.99%加碼
22AVGOBroadcom INC-0.2%-47.80%減碼
23CRWDCrowdstrike Holdings INC - A-0.2%+0.42%加碼
24GOOGLAlphabet Inc-cl A-0.2%-0.26%減碼
25HOODRobinhood Markets INC - A-0.3%+6.67%加碼
26IBMIntl Business Machines CORP-0.4%+2.69%加碼
27NVDANvidia CORP-0.5%-5.11%減碼
28METAMeta Platforms Inc-class A-0.5%-0.51%減碼
29PLTRPalantir Technologies Inc-a-0.6%+4.05%加碼
30TSLATesla INC-0.6%-26.77%減碼
31AMZNAmazon.com INC-0.6%-5.02%減碼
32MSFTMicrosoft CORP-1.2%+1.93%加碼
33JNJJohnson & Johnson—NEW新建倉
34APHAmphenol Corp-cl A—NEW新建倉
35VVisa Inc-class A Shares—EXIT清倉
36GLWCorning INC—NEW新建倉
37ORCLOracle CORP—EXIT清倉
38CMGChipotle Mexican Grill INC—EXIT清倉
39RBLXRoblox CORP -class A—EXIT清倉

FAQ

Cornerstone Enterprises, LLC 是什麼機構？屬於哪種投資人類型？
Cornerstone Enterprises, LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$2.0億，分佈在 35 個已申報部位之中。
Cornerstone Enterprises, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Cornerstone Enterprises, LLC 按市值排列的前幾大持股為： 1. Ss Spdr P High Yield ETF (SPHY) — US$3856.9萬 (19.2%) 2. Jpmorgan Equity Premium Inco (JEPI) — US$3026.1萬 (15.1%) 3. Schwab High Yield Bond ETF (SCYB) — US$1627.2萬 (8.1%) 4. Nvidia CORP (NVDA) — US$1124.4萬 (5.6%) 5. Omega Healthcare Investors (OHI) — US$1039.7萬 (5.2%)
Cornerstone Enterprises, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Cornerstone Enterprises, LLC 共進行了 35 項顯著調整：新建倉 3 個部位、加碼 12 個既有持股、減碼 16 個部位，並完全清倉 4 個持股。 其中幅度最大的異動：新建倉: Johnson & Johnson (JNJ); 新建倉: Amphenol Corp-cl A (APH); 清倉: Visa Inc-class A Shares (V); 新建倉: Corning INC (GLW); 清倉: Oracle CORP (ORCL)
Cornerstone Enterprises, LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Cornerstone Enterprises, LLC 的主要板塊分佈如下： • Information Technology: 50.2% • Communication Services: 20.2% • Consumer Discretionary: 14.4% • Financials: 6.0% • Industrials: 3.6% • Consumer Staples: 3.0%