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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287234 | MSCI EMG MKT ETF | 10,991 | $75.2 萬 | <0.1% | +457+4.3% | 加碼 | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 17,943 | $75.7 萬 | <0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 13,492 | $76.2 萬 | <0.1% | −675−4.8% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 8,693 | $76.4 萬 | <0.1% | −34,732−80.0% | 減碼依 5 比 1 拆股換算 | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 16,708 | $76.9 萬 | <0.1% | −34−0.2% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 10,285 | $77.9 萬 | <0.1% | +20+0.2% | 加碼 | – |
| ROKRockwell Automation, Inc | Stock | 1,581 | $78.3 萬 | <0.1% | +195+14.1% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 5,527 | $79.1 萬 | <0.1% | −15,296−73.5% | 減碼 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 7,176 | $79.9 萬 | <0.1% | +4,337+152.8% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 7,834 | $81.4 萬 | <0.1% | −171−2.1% | 減碼 | – |
| SNDKSandisk Corp | COM | 360 | $81.8 萬 | <0.1% | +135+60.0% | 加碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 15,701 | $82.8 萬 | <0.1% | +130+0.8% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 19,864 | $84.1 萬 | 0.1% | +2,707+15.8% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,107 | $84.5 萬 | 0.1% | +346+12.5% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 10,233 | $84.6 萬 | 0.1% | +1,579+18.2% | 加碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 3,923 | $86.8 萬 | 0.1% | +2+0.1% | 加碼 | – |
| ANETArista Networks, Inc. | Stock | 5,119 | $87.0 萬 | 0.1% | +370+7.8% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 438 | $87.1 萬 | 0.1% | +30+7.4% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 5,162 | $87.3 萬 | 0.1% | +147+2.9% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 9,075 | $87.3 萬 | 0.1% | +764+9.2% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 7,609 | $88.8 萬 | 0.1% | +434+6.0% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 15,440 | $89.0 萬 | 0.1% | +257+1.7% | 加碼 | 歷史 |
| Innovator ETFs Trust45784N643 | EQUITY DEFND 1YR | 32,548 | $89.2 萬 | 0.1% | +14,593+81.3% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 5,920 | $92.5 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 27,360 | $92.6 萬 | 0.1% | +278+1.0% | 加碼 | – |
| DELLDell Technologies Inc. | Stock | 2,215 | $95.6 萬 | 0.1% | +247+12.6% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 17,703 | $96.0 萬 | 0.1% | −94−0.5% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 20,189 | $96.4 萬 | 0.1% | −5,394−21.1% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 19,614 | $99.0 萬 | 0.1% | −50,222−71.9% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 6,559 | $99.4 萬 | 0.1% | +1,003+18.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,112 | $107.6 萬 | 0.1% | +93+4.6% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 11,748 | $107.7 萬 | 0.1% | +1,578+15.5% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 4,417 | $111.4 萬 | 0.1% | −120−2.6% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 13,952 | $112.4 萬 | 0.1% | −38,060−73.2% | 減碼依 4 比 1 拆股換算 | – |
| DDominion Energy, Inc | Stock | 16,549 | $113.0 萬 | 0.1% | +618+3.9% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,389 | $114.6 萬 | 0.1% | +105+3.2% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 3,905 | $117.8 萬 | 0.1% | +525+15.5% | 加碼依 10 比 1 拆股換算 | 歷史 |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 25,403 | $117.9 萬 | 0.1% | −10.0% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 15,520 | $119.7 萬 | 0.1% | +986+6.8% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 14,551 | $120.3 萬 | 0.1% | −164−1.1% | 減碼 | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 28,903 | $124.9 萬 | 0.1% | +3,523+13.9% | 加碼 | – |
| MSMorgan Stanley | Stock | 6,001 | $125.4 萬 | 0.1% | +558+10.3% | 加碼 | 歷史 |
| CICigna Group | Stock | 4,604 | $126.9 萬 | 0.1% | +98+2.2% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 29,727 | $128.0 萬 | 0.1% | −25−0.1% | 減碼 | – |
| NFLXNetflix Inc | Stock | 18,263 | $130.4 萬 | 0.1% | −494−2.6% | 減碼 | 歷史 |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 33,386 | $130.7 萬 | 0.1% | −138−0.4% | 減碼 | – |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 7,847 | $134.1 萬 | 0.1% | +7,847 | 新進 | 歷史 |
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 24,847 | $134.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,570 | $138.5 萬 | 0.1% | +116+2.6% | 加碼 | – |
| PGRProgressive Corp | Stock | 6,349 | $138.7 萬 | 0.1% | +316+5.2% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 10,165 | $139.8 萬 | 0.1% | −609−5.7% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 38,469 | $141.8 萬 | 0.1% | +294+0.8% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,988 | $142.7 萬 | 0.1% | +692+30.1% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 46,378 | $147.1 萬 | 0.1% | +1,702+3.8% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,551 | $147.6 萬 | 0.1% | +78+2.2% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 33,172 | $151.4 萬 | 0.1% | +78+0.2% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 9,833 | $155.4 萬 | 0.1% | −313−3.1% | 減碼 | – |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 61,619 | $155.4 萬 | 0.1% | −34−0.1% | 減碼 | – |
| DEDeere & Co | Stock | 2,499 | $158.5 萬 | 0.1% | −161−6.1% | 減碼 | 歷史 |
| Nushares ETF Tr67092P714 | NUVEEN MUNICIPAL | 64,684 | $163.2 萬 | 0.1% | −137−0.2% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 1,548 | $181.8 萬 | 0.1% | +115+8.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,040 | $190.8 萬 | 0.1% | −4,581−69.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 16,835 | $197.7 萬 | 0.1% | +1,314+8.5% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 50,705 | $210.1 萬 | 0.1% | +3,240+6.8% | 加碼 | – |
| DKSDick's Sporting Goods, Inc. | Stock | 9,435 | $214.0 萬 | 0.1% | +9,435 | 新進 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 7,344 | $220.6 萬 | 0.1% | +587+8.7% | 加碼 | – |
| ETF Ser Solutions268961877 | APTUS APRIL BUF | 82,219 | $221.0 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 27,325 | $222.1 萬 | 0.1% | +2,416+9.7% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 6,042 | $225.8 萬 | 0.1% | +469+8.4% | 加碼 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 35,844 | $242.4 萬 | 0.1% | −4,963−12.2% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 27,109 | $248.4 萬 | 0.1% | +2,186+8.8% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 20,406 | $253.4 萬 | 0.2% | +554+2.8% | 加碼依 4 比 1 拆股換算 | – |
| TMUST-Mobile US, Inc. | Stock | 16,048 | $269.2 萬 | 0.2% | −9,402−36.9% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 18,650 | $273.3 萬 | 0.2% | −1,887−9.2% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 11,612 | $276.3 萬 | 0.2% | −266−2.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 13,375 | $284.6 萬 | 0.2% | +287+2.2% | 加碼 | – |
| INTCIntel Corp | Stock | 20,482 | $286.0 萬 | 0.2% | +4,120+25.2% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 23,276 | $294.6 萬 | 0.2% | +1,193+5.4% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 65,340 | $296.3 萬 | 0.2% | +2,792+4.5% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 30,887 | $306.6 萬 | 0.2% | −17,335−35.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 23,956 | $307.8 萬 | 0.2% | +564+2.4% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 31,966 | $308.3 萬 | 0.2% | +31,966 | 新進 | – |
| WDCWestern Digital Corp | COM | 4,853 | $310.0 萬 | 0.2% | +3,375+228.3% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 36,126 | $327.8 萬 | 0.2% | −260−0.7% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 6,583 | $330.1 萬 | 0.2% | +5,120+350.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 6,670 | $342.6 萬 | 0.2% | +243+3.8% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 3,676 | $354.7 萬 | 0.2% | +134+3.8% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 19,877 | $367.3 萬 | 0.2% | −22,222−52.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 32,916 | $372.8 萬 | 0.2% | −33,759−50.6% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 70,810 | $376.1 萬 | 0.2% | +1,923+2.8% | 加碼 | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 83,126 | $379.0 萬 | 0.2% | +28,733+52.8% | 加碼 | – |
| UBERUber Technologies, Inc | Stock | 52,588 | $379.5 萬 | 0.2% | −56,373−51.7% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 106,792 | $385.8 萬 | 0.2% | +837+0.8% | 加碼 | – |
| Thornburg ETF Tr88521L207 | MULTI SECTOR BD | 152,842 | $387.5 萬 | 0.2% | +15,150+11.0% | 加碼 | – |
| STLDSteel Dynamics Inc | COM | 16,930 | $388.5 萬 | 0.2% | −6,324−27.2% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 17,870 | $394.6 萬 | 0.2% | +2,090+13.2% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 22,463 | $396.1 萬 | 0.2% | +15,503+222.7% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 35,157 | $413.7 萬 | 0.2% | +2,767+8.5% | 加碼 | 歷史 |
| VanEck ETF Trust92189H748 | CLO ETF | 83,973 | $444.6 萬 | 0.3% | +3,016+3.7% | 加碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 74,788 | $457.9 萬 | 0.3% | −300−0.4% | 減碼 | – |
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。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| LRCXLam Research Corp | Stock | $229.7 萬 | – |
| AAPLApple Inc. | Stock | $196.8 萬 | – |
| NVDANVIDIA Corp | Stock | $146.1 萬 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | $82.1 萬 | $14.9 萬 |
| MSFTMicrosoft Corp | Stock | $41.0 萬 | – |
| NOWServiceNow, Inc. | Stock | – | $37.7 萬 |
| SPCXSpace Exploration Technologies Corp | CLASS 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。
| 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 Inc | COM | 48,342 | $1,074 萬 | 0.7% | 歷史 |
| GPCGenuine Parts Co | Stock | 31,503 | $362.3 萬 | 0.2% | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 18,040 | $173.4 萬 | 0.1% | – |
| BEBloom Energy Corp | COM CL A | 3,126 | $69.1 萬 | <0.1% | 歷史 |
| CARTMaplebear Inc. | COM | 14,310 | $61.3 萬 | <0.1% | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 534 | $30.4 萬 | <0.1% | 歷史 |
| FISVFiserv Inc | Stock | 4,499 | $28.5 萬 | <0.1% | 歷史 |
| INGRIngredion Inc | COM | 2,345 | $26.5 萬 | <0.1% | 歷史 |
| TSNTyson Foods, Inc. | Stock | 3,864 | $25.0 萬 | <0.1% | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 4,054 | $23.7 萬 | <0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 1,910 | $22.6 萬 | <0.1% | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 997 | $21.9 萬 | <0.1% | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 291 | $21.7 萬 | <0.1% | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 1,744 | $20.7 萬 | <0.1% | – |
| IAUiShares Gold Trust | ETF | 2,314 | $20.4 萬 | <0.1% | 歷史 |
| DFHDream Finders Homes, Inc. | COM CL A | 10,307 | $16.0 萬 | <0.1% | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 11,951 | $7.42 萬 | <0.1% | 歷史 |