Cornerstone Wealth, LLC
- SEC CIK
- 0002135644
- 最新申報
- 2026/7/29
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/19 申報。只含多頭部位。
- 持股檔數
- 96
- 2025 年第 4 季沒有申報
- 總值
- $1.78 億
- 2025 年第 4 季沒有申報
Cornerstone Wealth, LLC 沒有申報 2025 年第 4 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Calamos ETF Tr12811T571 | AUTOC INCOM ETF | 693,536 | $1,868 萬 | 10.5% | – | – | – |
| Fidelity High Dividend ETF316092840 | ETF | 203,646 | $1,196 萬 | 6.7% | – | – | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 181,597 | $821.5 萬 | 4.6% | – | – | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 136,628 | $778.3 萬 | 4.4% | – | – | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 118,802 | $778.3 萬 | 4.4% | – | – | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 27,574 | $769.3 萬 | 4.3% | – | – | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 141,024 | $628.3 萬 | 3.5% | – | – | – |
| Innovator ETFs Trust45784N767 | GROWTH 100 PWR B | 181,340 | $565.7 萬 | 3.2% | – | – | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 128,563 | $540.0 萬 | 3.0% | – | – | – |
| Innovator ETFs Trust45784N791 | INNOVATOR GW 100 | 181,685 | $532.0 萬 | 3.0% | – | – | – |
| Calamos ETF Tr12811T530 | NASDAQ AUTOCALLL | 201,439 | $531.0 萬 | 3.0% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 111,058 | $509.2 萬 | 2.9% | – | – | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 127,879 | $474.6 萬 | 2.7% | – | – | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 93,238 | $434.8 萬 | 2.4% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 60,003 | $381.7 萬 | 2.1% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 62,404 | $317.8 萬 | 1.8% | – | – | – |
| WMTWalmart Inc. | Stock | 24,137 | $308.0 萬 | 1.7% | – | – | 歷史 |
| Fidelity Covington Trust31609A503 | ENH MID COR ETF | 76,070 | $289.0 萬 | 1.6% | – | – | – |
| Innovator ETFs Trust45784N585 | INDEX AUTOCALLAB | 107,945 | $278.3 萬 | 1.6% | – | – | – |
| Innovator ETFs Trust45783Y145 | INTL DEVELOPED | 88,934 | $261.1 萬 | 1.5% | – | – | – |
| AAPLApple Inc. | Stock | 8,351 | $226.1 萬 | 1.3% | – | – | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 41,602 | $201.0 萬 | 1.1% | – | – | – |
| Innovator ETFs Trust45783Y137 | US SMALL CAP PWR | 71,900 | $200.9 萬 | 1.1% | – | – | – |
| Innovator ETFs Trust45782C623 | EMERGING MKT PWR | 59,440 | $199.3 萬 | 1.1% | – | – | – |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 55,672 | $197.4 萬 | 1.1% | – | – | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 20,131 | $180.4 萬 | 1.0% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 14,847 | $174.1 萬 | 1.0% | – | – | – |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 32,718 | $149.0 萬 | 0.8% | – | – | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 32,954 | $148.2 萬 | 0.8% | – | – | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 25,296 | $141.0 萬 | 0.8% | – | – | – |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 23,385 | $140.8 萬 | 0.8% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,904 | $136.1 萬 | 0.8% | – | – | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 31,919 | $134.7 萬 | 0.8% | – | – | – |
| Innovator ETFs Trust45783Y350 | INTL DEVELOPED P | 42,157 | $128.8 萬 | 0.7% | – | – | – |
| NVDANVIDIA Corp | Stock | 5,846 | $124.6 萬 | 0.7% | – | – | 歷史 |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 33,209 | $115.0 萬 | 0.6% | – | – | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 27,641 | $114.5 萬 | 0.6% | – | – | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 34,276 | $114.2 萬 | 0.6% | – | – | – |
| Innovator ETFs Trust45783Y129 | GROW 100 PWR AUG | 37,021 | $114.0 萬 | 0.6% | – | – | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 22,248 | $106.4 萬 | 0.6% | – | – | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 13,065 | $98.8 萬 | 0.6% | – | – | – |
| Uscf ETF Tr90290T809 | SUMMERHAVEN K1 | 33,768 | $95.0 萬 | 0.5% | – | – | – |
| First Tr Exchange-Traded FD33733E690 | VEST LADDERED | 42,145 | $87.5 萬 | 0.5% | – | – | – |
| Innovator ETFs Trust45783Y269 | INNOVATOR GW 100 | 26,746 | $87.2 萬 | 0.5% | – | – | – |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 19,589 | $85.9 萬 | 0.5% | – | – | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 14,590 | $84.2 萬 | 0.5% | – | – | – |
| HDHome Depot, Inc. | Stock | 2,413 | $79.4 萬 | 0.4% | – | – | 歷史 |
| Innovator ETFs Trust45784N783 | US SM CAP BUFFER | 25,848 | $76.6 萬 | 0.4% | – | – | – |
| Innovator ETFs Trust45784N205 | GROWTH 100 POWER | 24,735 | $75.2 萬 | 0.4% | – | – | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 10,722 | $72.0 萬 | 0.4% | – | – | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 16,054 | $69.1 萬 | 0.4% | – | – | – |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 17,683 | $63.6 萬 | 0.4% | – | – | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 4,993 | $61.7 萬 | 0.3% | – | – | – |
| LLYEli Lilly & Co | Stock | 675 | $59.0 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 2,580 | $55.5 萬 | 0.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,274 | $54.7 萬 | 0.3% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,230 | $51.9 萬 | 0.3% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 16,458 | $51.5 萬 | 0.3% | – | – | – |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 13,210 | $47.2 萬 | 0.3% | – | – | – |
| FHNFirst Horizon Corp | COM | 17,789 | $43.8 萬 | 0.2% | – | – | 歷史 |
| FWRDForward Air Corp | COM | 19,092 | $42.8 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 8,012 | $42.2 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F516 | FT VEST US EQT | 9,235 | $40.6 萬 | 0.2% | – | – | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 9,348 | $40.2 萬 | 0.2% | – | – | – |
| BPREBluerock Private Real Estate Fund | COM | 23,731 | $38.6 萬 | 0.2% | – | – | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 7,515 | $38.5 萬 | 0.2% | – | – | – |
| Global X FDS37954Y657 | US PFD ETF | 20,201 | $38.4 萬 | 0.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 6,640 | $37.6 萬 | 0.2% | – | – | – |
| Innovator ETFs Trust45783Y533 | INNOVATOR INTER | 11,100 | $37.3 萬 | 0.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,125 | $37.0 萬 | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 3,012 | $33.1 萬 | 0.2% | – | – | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 3,200 | $31.1 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 9,828 | $30.3 萬 | 0.2% | – | – | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 6,722 | $30.0 萬 | 0.2% | – | – | – |
| Innovator ETFs Trust45782C433 | US EQTY BUFR FEB | 5,900 | $30.0 萬 | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 1,289 | $29.4 萬 | 0.2% | – | – | 歷史 |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 7,521 | $28.7 萬 | 0.2% | – | – | – |
| Innovator ETFs Trust45783Y285 | INTL DE PW JUNE | 9,473 | $28.7 萬 | 0.2% | – | – | – |
| GOOGAlphabet Inc. | Stock | 820 | $28.5 萬 | 0.2% | – | – | 歷史 |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 9,078 | $28.0 萬 | 0.2% | – | – | – |
| Innovator ETFs Trust45783Y277 | US SM CA PW JUNE | 9,483 | $27.6 萬 | 0.2% | – | – | – |
| Innovator ETFs Trust45783Y343 | INNOVATOR INTL D | 9,276 | $27.6 萬 | 0.2% | – | – | – |
| LOWLowes Companies Inc | Stock | 1,123 | $27.0 萬 | 0.2% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 1,961 | $26.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,160 | $25.1 萬 | 0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 4,435 | $23.4 萬 | 0.1% | – | – | – |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 2,143 | $23.4 萬 | 0.1% | – | – | – |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 7,180 | $23.3 萬 | 0.1% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 7,385 | $23.1 萬 | 0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F649 | FT VEST NAS | 6,714 | $22.8 萬 | 0.1% | – | – | – |
| RFRegions Financial Corp | COM | 7,644 | $21.7 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740U687 | FT VEST U.S EQT | 5,300 | $21.6 萬 | 0.1% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 4,275 | $21.5 萬 | 0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 1,390 | $20.7 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,037 | $20.5 萬 | 0.1% | – | – | 歷史 |
| FLOFlowers Foods Inc | COM | 17,664 | $15.8 萬 | 0.1% | – | – | 歷史 |