Cornerstone Wealth Partners, LLC 13F 持仓 · 2026年Q2
Cornerstone Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 17 只证券，申报市值合计 2.15 亿美元。前几大持仓：AVUV（29.47%）、AVSC（12.19%）、AVLV（11.83%）。本季前 25 大持仓中：新建仓 2 只、增持 14 只、清仓 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | $63.4M | 29.47% | 508,262 | 增持 |
| 2 | AVSC | AMERICAN CENTY ETF TR | $26.2M | 12.19% | 357,505 | 增持 |
| 3 | AVLV | AMERICAN CENTY ETF TR | $25.5M | 11.83% | 279,084 | 增持 |
| 4 | DFSD | DIMENSIONAL ETF TRUST | $25.3M | 11.76% | 529,635 | 增持 |
| 5 | AVDV | AMERICAN CENTY ETF TR | $16.8M | 7.79% | 162,609 | 增持 |
| 6 | IVV | ISHARES TR | $12.6M | 5.87% | 16,875 | 增持 |
| 7 | AVES | AMERICAN CENTY ETF TR | $8.8M | 4.08% | 133,744 | 增持 |
| 8 | AVEE | AMERICAN CENTY ETF TR | $8.7M | 4.07% | 126,209 | 增持 |
| 9 | AVIV | AMERICAN CENTY ETF TR | $6.8M | 3.15% | 87,479 | 增持 |
| 10 | AVDS | AMERICAN CENTY ETF TR | $6.7M | 3.14% | 89,637 | 增持 |
| 11 | DFGX | DIMENSIONAL ETF TRUST | $5.5M | 2.54% | 102,092 | 增持 |
| 12 | DFCF | DIMENSIONAL ETF TRUST | $5.4M | 2.52% | 128,374 | 增持 |
| 13 | AVDE | AMERICAN CENTY ETF TR | $3.4M | 1.59% | 38,322 | 增持 |
| 14 | ABT | ABBOTT LABORATORIES | $4,413 | 0.00% | 49 | 增持 |
| 15 | GE | GE AEROSPACE | $7,101 | 0.00% | 19 | 新建仓 |
| 16 | GEV | GE VERNOVA INC | $3,525 | 0.00% | 3 | 新建仓 |
| 17 | JNJ | JOHNSON & JOHNSON | $1,284 | 0.00% | 5 | 持平 |
| 18 | NBOS | NEUBERGER BERMAN ETF TRUST | $0 | 0.00% | 0 | 清仓 |
| 19 | NBSD | NEUBERGER BERMAN ETF TRUST | $0 | 0.00% | 0 | 清仓 |
| 20 | PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | 清仓 |
| 21 | RDVI | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | 清仓 |
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