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Livermore
Livermore
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Cornerstone Wealth Group, LLC

SEC CIK
0001774879
最新申報
2026/7/27

2026 年第 2 季持倉

持倉截至 2026/6/30，2026/7/27 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
496
較 2026 年第 1 季 +55
總值
$16.8 億
較 2026 年第 1 季 +$1.30 億 (+8.4%)
申報日
2026/7/27
SEC
Cornerstone Wealth Group, LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
ISRGIntuitive Surgical IncCOM NEW942$37.5 萬<0.1%+46+5.1%加碼歷史
FCXFreeport-McMoran IncStock5,961$37.5 萬<0.1%+398+7.2%加碼歷史
AONAon plcCL A1,132$37.5 萬<0.1%+45+4.1%加碼歷史
GRSDGRANDSTAND LtdORDINARY SHARES197,776$37.6 萬<0.1%−122−0.1%減碼歷史
FTNTFortinet, Inc.Stock2,448$37.6 萬<0.1%+2,448新進歷史
DHRDanaher CorpStock1,980$37.7 萬<0.1%−21,749−91.7%減碼歷史
STTState Street CorpCOM2,230$37.8 萬<0.1%+175+8.5%加碼歷史
DDOGDatadog, Inc.CL A COM1,461$38.0 萬<0.1%+1,461新進歷史
MASMasco CorpCOM4,678$38.1 萬<0.1%+992+26.9%加碼歷史
USBUS Bancorp DECOM NEW6,309$38.1 萬<0.1%+717+12.8%加碼歷史
BCSBarclays PLCADR14,194$38.1 萬<0.1%+1,071+8.2%加碼歷史
Innovator ETFs Trust45784N817EQUITY 1YR JANUA13,650$38.2 萬<0.1%00.0%不變–
ITWIllinois Tool Works IncStock1,414$38.2 萬<0.1%+257+22.2%加碼歷史
Fidelity MSCI Information Technology Index ETF316092808ETF1,341$38.3 萬<0.1%00.0%不變–
ACNAccenture plcStock3,096$38.5 萬<0.1%−1,049−25.3%減碼歷史
CASYCaseys General Stores IncCOM488$38.8 萬<0.1%−3−0.6%減碼歷史
Innovator ETFs Trust45782C649US EQTY ULTRA B9,416$38.9 萬<0.1%00.0%不變–
URIUnited Rentals, Inc.COM344$39.0 萬<0.1%−370−51.8%減碼歷史
EDConsolidated Edison IncStock3,536$39.1 萬<0.1%+814+29.9%加碼歷史
RJFRaymond James Financial IncCOM2,587$39.3 萬<0.1%+81+3.2%加碼歷史
AXONAxon Enterprise, Inc.COM703$39.4 萬<0.1%+11+1.6%加碼歷史
EXPEExpedia Group, Inc.Stock1,545$39.5 萬<0.1%+331+27.3%加碼歷史
ULUnilever PLCSPON ADR NEW6,643$39.9 萬<0.1%+744+12.6%加碼歷史
UPSUnited Parcel Service IncStock3,780$40.6 萬<0.1%+360+10.5%加碼歷史
CTVACorteva, Inc.Stock4,818$40.8 萬<0.1%+446+10.2%加碼歷史
CEGConstellation Energy CorpStock1,647$40.9 萬<0.1%+80+5.1%加碼歷史
CBChubb LtdStock1,204$41.0 萬<0.1%+255+26.9%加碼歷史
SCHWSchwab Charles CorpStock4,459$41.1 萬<0.1%+197+4.6%加碼歷史
Innovator ETFs Trust45782C565US EQTY ULTRA BU10,280$41.3 萬<0.1%00.0%不變–
Innovator ETFs Tr45783Y459INTL DEV PWR BUF11,390$41.8 萬<0.1%00.0%不變–
Thornburg ETF Tr88521L306INTL EQUITY ETF12,247$42.3 萬<0.1%−4,200−25.5%減碼–
Innovator ETFs Trust45782C672US EQT ULTRA BF10,094$42.5 萬<0.1%00.0%不變–
VLYValley National BancorpCOM29,194$42.8 萬<0.1%00.0%不變歷史
MDLZMondelez International, Inc.Stock7,409$42.9 萬<0.1%+682+10.1%加碼歷史
WELLWelltower Inc.REIT1,892$42.9 萬<0.1%+140+8.0%加碼歷史
PSNParsons CorpCOM8,242$43.2 萬<0.1%+8,242新進歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF5,227$43.4 萬<0.1%00.0%不變–
GENGen Digital Inc.Stock17,496$43.5 萬<0.1%+1,918+12.3%加碼歷史
MTBM&T Bank CorpCOM1,865$44.4 萬<0.1%+103+5.8%加碼歷史
BWINBaldwin Insurance Group, Inc.COM CL A16,709$44.4 萬<0.1%−17−0.1%減碼歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF10,065$44.6 萬<0.1%00.0%不變–
QQnity Electronics, Inc.COMMON STOCK2,755$45.0 萬<0.1%+211+8.3%加碼歷史
AFLAflac IncStock3,871$45.4 萬<0.1%+205+5.6%加碼歷史
JCIJohnson Controls International plcStock3,131$45.8 萬<0.1%+299+10.6%加碼歷史
HWMHowmet Aerospace Inc.Stock1,718$46.2 萬<0.1%+249+17.0%加碼歷史
GILDGilead Sciences, Inc.Stock3,659$46.2 萬<0.1%+345+10.4%加碼歷史
iShares Semiconductor ETF464287523ETF724$46.4 萬<0.1%+27+3.9%加碼–
PHParker-Hannifin CorpStock475$46.5 萬<0.1%+29+6.5%加碼歷史
BNYBank of New York Mellon CorpStock3,239$46.8 萬<0.1%+479+17.4%加碼歷史
GWWW.W. Grainger, Inc.Stock348$47.3 萬<0.1%+44+14.5%加碼歷史
Vanguard Information Technology ETF92204A702ETF3,976$47.5 萬<0.1%−27,016−87.2%減碼依 8 比 1 拆股換算–
JPMorgan Ultra-Short Income ETF46641Q837ETF9,426$47.7 萬<0.1%+2,760+41.4%加碼–
Schwab International Equity ETF808524805ETF17,217$47.7 萬<0.1%+365+2.2%加碼–
AZOAutoZone IncCOM151$48.4 萬<0.1%+3+2.0%加碼歷史
CFCF Industries Holdings, Inc.COM4,532$49.1 萬<0.1%+318+7.5%加碼歷史
Innovator ETFs Trust45782C540US EQTY PWR BUF10,708$49.1 萬<0.1%00.0%不變–
PFEPfizer IncStock20,478$49.3 萬<0.1%−1,683−7.6%減碼歷史
GLWCorning IncCOM1,948$49.8 萬<0.1%+273+16.3%加碼歷史
Innovator ETFs Trust45783Y343INNOVATOR INTL D16,503$50.2 萬<0.1%−1,950−10.6%減碼–
Schwab Fundamental U.S. Small Company ETF808524763ETF13,203$50.3 萬<0.1%+170+1.3%加碼–
NUENucor CorpCOM2,306$51.4 萬<0.1%+8+0.3%加碼歷史
CDNSCadence Design Systems IncStock1,376$51.7 萬<0.1%+424+44.5%加碼歷史
SPGIS&P Global Inc.Stock1,284$52.3 萬<0.1%−10,850−89.4%減碼歷史
DALDelta Air Lines, Inc.COM NEW5,589$52.4 萬<0.1%+577+11.5%加碼歷史
Schwab Emerging Markets Equity ETF808524706ETF14,528$52.7 萬<0.1%+107+0.7%加碼–
Innovator U.S. Equity Ultra Buffer ETF - October45782C821ETF12,844$52.8 萬<0.1%00.0%不變–
CRWDCrowdStrike Holdings, Inc.Stock693$52.9 萬<0.1%+207+42.6%加碼歷史
Pacer FDS Tr69374H519SWAN SOS MODERAT16,459$53.0 萬<0.1%00.0%不變–
Vanguard Dividend Appreciation ETF921908844ETF2,245$53.1 萬<0.1%−93−4.0%減碼–
EBAYeBay IncCOM4,759$53.2 萬<0.1%+817+20.7%加碼歷史
IRMIron Mountain IncCOM4,419$55.8 萬<0.1%+221+5.3%加碼歷史
TXG10x Genomics, Inc.CL A COM14,753$56.6 萬<0.1%−1,424−8.8%減碼歷史
BABoeing CoStock2,615$56.6 萬<0.1%+402+18.2%加碼歷史
AEPAmerican Electric Power Co IncStock4,139$56.6 萬<0.1%+1,625+64.6%加碼歷史
iShares Tr464287119MORNINGSTAR GRWT4,860$56.9 萬<0.1%00.0%不變–
COFCapital One Financial CorpStock2,839$57.0 萬<0.1%+31+1.1%加碼歷史
GDGeneral Dynamics CorpStock1,612$57.1 萬<0.1%+181+12.6%加碼歷史
MCKMcKesson CorpStock762$57.6 萬<0.1%+26+3.5%加碼歷史
TERTeradyne, IncStock1,198$58.0 萬<0.1%+21+1.8%加碼歷史
ADIAnalog Devices IncStock1,466$58.2 萬<0.1%+231+18.7%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF8,198$58.4 萬<0.1%+191+2.4%加碼–
MDYSPDR S&P Midcap 400 ETF TrustETF853$60.0 萬<0.1%+23+2.8%加碼歷史
MRVLMarvell Technology, Inc.COM2,027$60.4 萬<0.1%+2,027新進歷史
ORLYO Reilly Automotive IncStock6,663$61.4 萬<0.1%+1,717+34.7%加碼歷史
SYKStryker CorpStock1,966$61.9 萬<0.1%−71−3.5%減碼歷史
OHIOmega Healthcare Investors IncCOM13,166$62.8 萬<0.1%+1,113+9.2%加碼歷史
Innovator ETFs Trust45782C318US EQTY PWR BUF15,439$63.8 萬<0.1%00.0%不變–
GLDSPDR Gold TrustETF1,736$64.0 萬<0.1%−256−12.9%減碼歷史
iShares Russell 1000 Value ETF464287598ETF2,639$64.0 萬<0.1%+10+0.4%加碼–
Innovator ETFs Trust45783Y111EQUI DEFI 1 AUG23,263$64.1 萬<0.1%00.0%不變–
ETF Ser Solutions268961885APTUS JAN BUFFER24,127$65.7 萬<0.1%−6,354−20.8%減碼–
CORCencora, Inc.Stock2,393$67.7 萬<0.1%−41−1.7%減碼歷史
CVSCVS Health CorpStock6,615$68.4 萬<0.1%+566+9.4%加碼歷史
Innovator ETFs Trust45784N528EQUITY DUAL DIRE30,425$68.5 萬<0.1%00.0%不變–
NUNu Holdings Ltd.ORD SHS CL A51,322$68.6 萬<0.1%−107−0.2%減碼歷史
CRMSalesforce, Inc.Stock4,515$70.7 萬<0.1%+766+20.4%加碼歷史
SBUXStarbucks CorpStock6,981$71.3 萬<0.1%+652+10.3%加碼歷史
Innovator ETFs Trust45782C425US EQT ULTRA BFR18,662$72.1 萬<0.1%−34−0.2%減碼–
HMNHorace Mann Educators CorpCOM14,225$73.5 萬<0.1%+25+0.2%加碼歷史
MNSTMonster Beverage CorpCOM7,780$74.8 萬<0.1%+753+10.7%加碼歷史

選擇權（7 檔）

同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。

Cornerstone Wealth Group, LLC 在 2026 年第 2 季的選擇權部位
證券類別賣權買權
LRCXLam Research CorpStock$229.7 萬–
AAPLApple Inc.Stock$196.8 萬–
NVDANVIDIA CorpStock$146.1 萬–
SPYSPDR S&P 500 ETF TrustETF$82.1 萬$14.9 萬
MSFTMicrosoft CorpStock$41.0 萬–
NOWServiceNow, Inc.Stock–$37.7 萬
SPCXSpace Exploration Technologies CorpCLASS A COM STK$5.13 萬–

2026 年第 1 季之後清倉（17 檔）

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

Cornerstone Wealth Group, LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
HONHoneywell International IncCOM48,342$1,074 萬0.7%歷史
GPCGenuine Parts CoStock31,503$362.3 萬0.2%歷史
iShares Tr464288281JPMORGAN USD EMG18,040$173.4 萬0.1%–
BEBloom Energy CorpCOM CL A3,126$69.1 萬<0.1%歷史
CARTMaplebear Inc.COM14,310$61.3 萬<0.1%歷史
ULTAUlta Beauty, Inc.Stock534$30.4 萬<0.1%歷史
FISVFiserv IncStock4,499$28.5 萬<0.1%歷史
INGRIngredion IncCOM2,345$26.5 萬<0.1%歷史
TSNTyson Foods, Inc.Stock3,864$25.0 萬<0.1%歷史
GBTCGrayscale Bitcoin Trust ETFETF4,054$23.7 萬<0.1%歷史
ZTSZoetis Inc.Stock1,910$22.6 萬<0.1%歷史
iShares S&P 500 Value ETF464287408ETF997$21.9 萬<0.1%–
REGNRegeneron Pharmaceuticals, Inc.COM291$21.7 萬<0.1%歷史
iShares Tr464288885EAFE GRWTH ETF1,744$20.7 萬<0.1%–
IAUiShares Gold TrustETF2,314$20.4 萬<0.1%歷史
DFHDream Finders Homes, Inc.COM CL A10,307$16.0 萬<0.1%歷史
GTMZoomInfo Technologies Inc.Stock11,951$7.42 萬<0.1%歷史