Cornerstone Wealth Advisors, Inc.
CIK 1862176 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $477.2M
- Posisi
- 55
- Per tanggal
- 30 Juni 2026
#3.889 dari 9.443 berdasarkan nilai 13F · top 41.2%
Nilai portofolio QoQ: +9.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 85,49%
- Bobot 25 kepemilikan teratas
- 97,31%
- Posisi di atas 1%
- 14
- Jumlah posisi efektif
- 9,5
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,0% Perkiraan pembelian $59.635.161 · penjualan $4.547.313
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 87,3% masih dipegang
- Posisi baru
- 8
- Meningkat
- 17
- Menurun
- 19
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Industrials
0,7%
Technology
0,5%
Healthcare
0,3%
Financials
0,2%
Financial Services
0,1%
Communication Services
0,1%
Retail
0,1%
Lainnya/Tidak terpetakan
98,1%
Portofolio lengkap 55 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SCHR | $101.600.732 | 21,29% | 4.120.062 | $2.129.786 | Naik ×6 | ||
| VGSH Vanguard Short-Term Treasury ETF | $63.243.485 | 13,25% | 1.086.658 | $1.666.509 | Naik ×6 | ||
| SCHG | $53.827.175 | 11,28% | 1.590.638 | $6.447.569 | Turun ×4 | ||
| VUG | $52.636.415 | 11,03% | 611.057 | $8.139.668 | Naik ×6 | ||
| VTV | $37.766.469 | 7,91% | 173.296 | $3.759.303 | Turun ×2 | ||
| VEA | $29.698.652 | 6,22% | 416.823 | $2.562.416 | Turun ×1 | ||
| SCHF | $25.588.586 | 5,36% | 923.776 | $2.974.031 | Naik ×6 | ||
| SCHV | $22.701.249 | 4,76% | 652.147 | $3.086.236 | Naik ×5 | ||
| VBK | $11.588.763 | 2,43% | 31.689 | $1.670.370 | Turun ×2 | ||
| VBR | $9.303.771 | 1,95% | 38.289 | $879.855 | Turun ×2 | ||
| SCHE | $7.986.102 | 1,67% | 220.246 | $830.134 | Naik ×2 | ||
| VWO | $7.114.896 | 1,49% | 119.197 | $638.387 | Turun ×1 | ||
| SCHX | $6.502.183 | 1,36% | 220.937 | $734.619 | Turun ×6 | ||
| IWF | $5.460.200 | 1,14% | 43.974 | $440.369 | Naik ×1 | ||
| SCHO | $4.343.752 | 0,91% | 179.940 | $199.649 | Naik ×2 | ||
| SCHC | $3.819.871 | 0,80% | 79.382 | $142.331 | Naik ×1 | ||
| VSS | $3.731.447 | 0,78% | 24.185 | $185.043 | Turun ×1 | ||
| IWD | $3.138.118 | 0,66% | 12.944 | $298.637 | Turun ×6 | ||
| VICR Vicor Corporation - Common Stock | $3.074.319 | 0,64% | 8.095 | Naik ×1 | |||
| VGIT Vanguard Intermediate-Term Treasury ETF | $3.066.488 | 0,64% | 51.992 | $125.313 | Naik ×3 | ||
| IWO | $1.713.085 | 0,36% | 4.348 | $332.856 | Turun ×6 | ||
| VB | $1.665.948 | 0,35% | 5.496 | $143.145 | Turun ×2 | ||
| AAPL Apple Inc. - Common Stock | $1.612.883 | 0,34% | 5.574 | $236.080 | Naik ×1 | ||
| BRKB | $1.602.249 | 0,34% | 3.202 | $-4.029 | Turun ×6 | ||
| IWN | $1.527.607 | 0,32% | 6.906 | $150.615 | Turun ×6 | ||
| EFG | $1.076.753 | 0,23% | 8.654 | $135.366 | Naik ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $976.936 | 0,20% | 2.350 | $340.916 | |||
| VTI | $966.174 | 0,20% | 2.611 | $15.935 | Turun ×1 | ||
| SCHA | $686.591 | 0,14% | 19.003 | $105.824 | Turun ×4 | ||
| SPYX | $569.758 | 0,12% | 9.325 | $75.253 | |||
| IBDT | $561.813 | 0,12% | 22.250 | Naik ×1 | |||
| IVW | $531.416 | 0,11% | 3.864 | $94.359 | |||
| VOO | $493.816 | 0,10% | 719 | $64.178 | |||
| WFC Wells Fargo & Company Common Stock | $483.444 | 0,10% | 5.850 | $17.725 | |||
| TQQQ ProShares UltraPro QQQ | $476.523 | 0,10% | 5.883 | Naik ×1 | |||
| EEM | $463.137 | 0,10% | 6.770 | $71.569 | Turun ×1 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $432.329 | 0,09% | 5.255 | $19.108 | Turun ×5 | ||
| SPGI S&P Global Inc. Common Stock | $388.933 | 0,08% | 955 | $-17.267 | |||
| ESGV | $383.496 | 0,08% | 2.900 | $57.913 | |||
| EFA | $376.046 | 0,08% | 3.620 | $59.402 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $363.427 | 0,08% | 303 | $84.737 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $345.934 | 0,07% | 968 | $138.891 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $291.331 | 0,06% | 1.456 | $54.845 | Naik ×2 | ||
| ESML | $287.760 | 0,06% | 5.145 | $25.859 | Turun ×1 | ||
| JNJ Johnson & Johnson Common Stock | $283.431 | 0,06% | 1.116 | $10.636 | |||
| MSFT Microsoft Corporation - Common Stock | $271.464 | 0,06% | 728 | $29.466 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $258.316 | 0,05% | 276 | $-16.834 | |||
| JPM JP Morgan Chase & Co. Common Stock | $256.748 | 0,05% | 784 | $48.079 | Naik ×1 | ||
| GLW Corning Incorporated Common Stock | $255.430 | 0,05% | 1.000 | Naik ×1 | |||
| VEU | $251.920 | 0,05% | 3.008 | $26.019 | |||
| VSGX | $251.137 | 0,05% | 3.050 | $25.546 | Turun ×2 | ||
| XLK XLK | $228.624 | 0,05% | 1.200 | Naik ×1 | |||
| NULG | $222.414 | 0,05% | 1.900 | Naik ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $215.936 | 0,05% | 906 | ||||
| CAT Caterpillar, Inc. Common Stock | $208.720 | 0,04% | 196 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VUG | Beli lebih banyak | +509K | +$8.1M |
| SCHG | Dipangkas | -36K | +$6.4M |
| VTV | Dipangkas | -33 | +$3.8M |
| SCHV | Beli lebih banyak | +9K | +$3.1M |
| SCHF | Beli lebih banyak | +10K | +$3.0M |
| VEA | Dipangkas | -7K | +$2.6M |
| SCHR | Beli lebih banyak | +127K | +$2.1M |
| VBK | Dipangkas | -1K | +$1.7M |
| VGSH | Beli lebih banyak | +35K | +$1.7M |
| VBR | Dipangkas | -486 | +$880K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| BRKA | 31 Maret 2026 | 2 | $1.509.600 | Tidak lagi dilacak |
| BRKA | 31 Maret 2025 | 2 | $1.361.840 | Tidak lagi dilacak |
| TSLA | 30 Juni 2026 | 3.650 | $1.356.888 | -17,9% |
| CGUS | 31 Maret 2025 | 9.013 | $315.185 | Tidak lagi dilacak |
| AMZN | 30 Juni 2025 | 1.525 | $290.147 | 19,8% |
| MCD | 30 Juni 2026 | 738 | $229.363 | 0,2% |
| GOOGL | 31 Maret 2025 | 1.190 | $225.267 | 121,8% |
| PEP | 31 Maret 2026 | 1.564 | $224.465 | -8,4% |
| VEU | 31 Maret 2025 | 3.862 | $221.717 | Tidak lagi dilacak |
| ESML | 31 Maret 2025 | 5.050 | $212.353 | Tidak lagi dilacak |
| SLV | 31 Des. 2025 | 5.000 | $211.850 | Tidak lagi dilacak |
| BX | 31 Maret 2025 | 1.200 | $206.904 | 2,4% |