Cornerstone Wealth Group, LLC 13F 持仓 · 2026年Q2
Cornerstone Wealth Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 495 只证券，申报市值合计 16.88 亿美元。前几大持仓：SPY（5.47%）、AAPL（5.04%）、NVDA（3.79%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $92.4M | 5.47% | 123,733 | 减持 |
| 2 | AAPL | APPLE INC | $85.1M | 5.04% | 294,141 | 减持 |
| 3 | NVDA | NVIDIA CORPORATION | $64.0M | 3.79% | 319,648 | 增持 |
| 4 | IVV | ISHARES TR | $52.9M | 3.14% | 70,677 | 减持 |
| 5 | IDEV | ISHARES TR | $49.8M | 2.95% | 559,664 | 增持 |
| 6 | MSFT | MICROSOFT CORP | $48.8M | 2.89% | 130,794 | 增持 |
| 7 | SCHX | SCHWAB STRATEGIC TR | $35.3M | 2.09% | 1.2M | 减持 |
| 8 | AVGO | BROADCOM INC | $34.5M | 2.04% | 91,244 | 增持 |
| 9 | GOOGL | ALPHABET INC | $32.9M | 1.95% | 92,090 | 增持 |
| 10 | SPYM | SPDR SERIES TRUST | $26.9M | 1.60% | 306,583 | 增持 |
| 11 | VCRB | VANGUARD MALVERN FDS | $26.5M | 1.57% | 342,833 | 增持 |
| 12 | VOO | VANGUARD INDEX FDS | $26.4M | 1.56% | 38,432 | 增持 |
| 13 | AMZN | AMAZON COM INC | $24.3M | 1.44% | 102,124 | 增持 |
| 14 | IWB | ISHARES TR | $23.9M | 1.42% | 58,420 | 减持 |
| 15 | VTI | VANGUARD INDEX FDS | $23.0M | 1.37% | 62,271 | 减持 |
| 16 | ACWX | ISHARES TR | $22.7M | 1.35% | 298,550 | 减持 |
| 17 | FBND | FIDELITY MERRIMACK STR TR | $19.8M | 1.17% | 434,951 | 增持 |
| 18 | JPM | JPMORGAN CHASE & CO | $18.7M | 1.11% | 57,277 | 减持 |
| 19 | AGG | ISHARES TR | $18.6M | 1.10% | 188,336 | 增持 |
| 20 | ABBV | ABBVIE INC | $18.3M | 1.08% | 72,568 | 增持 |
| 21 | BAC | BANK OF AMER CORP | $17.3M | 1.03% | 304,350 | 增持 |
| 22 | JNJ | JOHNSON & JOHNSON | $16.4M | 0.97% | 64,694 | 增持 |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $14.2M | 0.84% | 28,285 | 增持 |
| 24 | CMI | CUMMINS INC | $14.3M | 0.84% | 19,987 | 减持 |
| 25 | XOM | EXXON MOBIL CORP | $13.9M | 0.82% | 101,688 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR