Cornerstone Planning, LLC
CHARLOTTE NC · SEC CIK 0001802105
$4.32亿2026Q2 申报市值
136持仓数
27.7%前十大占比 · 第一大 4.7%
2 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
LLY 加仓+$44.38万
BSCS 加仓+$34.04万
IBDT 加仓+$33.56万
MSFT 加仓+$30.91万
BSCU 加仓+$29.51万
2026Q2 卖出最多 按季末市值估算
QQQ 清仓-$6,774.54万
AMD 减仓-$739.79万
AAPL 减仓-$717.10万
IBDU 减仓-$556.14万
AMZN 减仓-$544.20万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $2,016.07万 | 4.66% | 685,039 | -6,215 | -0.9% | -$18.29万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,369.18万 | 3.17% | 68,417 | 197 | 0.3% | $3.94万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $1,301.90万 | 3.01% | 639,285 | 16,715 | 2.7% | $34.04万 | 加仓 |
| IBDT | ISHARES TR | $1,295.07万 | 3.00% | 512,899 | 13,290 | 2.7% | $33.56万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $1,129.61万 | 2.61% | 608,133 | 14,380 | 2.4% | $26.71万 | 加仓 |
| IBDS | ISHARES TR | $984.92万 | 2.28% | 406,654 | 8,376 | 2.1% | $20.29万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $982.75万 | 2.27% | 428,119 | 5,781 | 1.4% | $13.27万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $973.32万 | 2.25% | 584,751 | 17,730 | 3.1% | $29.51万 | 加仓 |
| IBHF | ISHARES TR | $972.13万 | 2.25% | 429,198 | 287 | 0.1% | $6,501 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $961.31万 | 2.22% | 586,699 | 16,010 | 2.8% | $26.23万 | 加仓 |
| IBDV | ISHARES TR | $957.86万 | 2.22% | 439,383 | 9,245 | 2.1% | $20.15万 | 加仓 |
| IBDX | ISHARES TR | $956.99万 | 2.21% | 379,908 | 9,768 | 2.6% | $24.61万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $955.72万 | 2.21% | 465,977 | 12,562 | 2.8% | $25.76万 | 加仓 |
| IBDW | ISHARES TR | $955.09万 | 2.21% | 458,296 | 11,747 | 2.6% | $24.48万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $887.19万 | 2.05% | 7,686 | -177 | -2.3% | -$20.43万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $709.09万 | 1.64% | 363,171 | 3,657 | 1.0% | $7.14万 | 加仓 |
| IBDR | ISHARES TR | $698.84万 | 1.62% | 288,419 | 1,252 | 0.4% | $3.03万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $691.78万 | 1.60% | 352,681 | 9,118 | 2.7% | $17.88万 | 加仓 |
| AVGO | BROADCOM INC | $678.58万 | 1.57% | 17,964 | 148 | 0.8% | $5.59万 | 加仓 |
| CAT | CATERPILLAR INC | $631.08万 | 1.46% | 5,926 | -12 | -0.2% | -$1.28万 | 减仓 |
| HDV | ISHARES TR | $601.99万 | 1.39% | 219,625 | 1,735 | 0.8% | $4.76万 | 加仓 |
| GOOGL | ALPHABET INC | $599.23万 | 1.39% | 16,768 | 309 | 1.9% | $11.04万 | 加仓 |
| WMT | WALMART INC | $582.24万 | 1.35% | 51,407 | 884 | 1.7% | $10.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $575.16万 | 1.33% | 15,405 | 828 | 5.7% | $30.91万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $562.82万 | 1.30% | 12,988 | -179 | -1.4% | -$7.76万 | 减仓 |
| CSCO | CISCO SYS INC | $496.59万 | 1.15% | 42,277 | -340 | -0.8% | -$3.99万 | 减仓 |
| USMV | ISHARES TR | $486.77万 | 1.13% | 50,464 | 708 | 1.4% | $6.83万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $484.22万 | 1.12% | 19,065 | 259 | 1.4% | $6.58万 | 加仓 |
| META | META PLATFORMS INC | $468.76万 | 1.08% | 8,322 | 54 | 0.7% | $3.04万 | 加仓 |
| LLY | ELI LILLY & CO | $463.13万 | 1.07% | 3,861 | 370 | 10.6% | $44.38万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $447.33万 | 1.03% | 13,666 | -44 | -0.3% | -$1.44万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $434.53万 | 1.01% | 4,296 | 57 | 1.3% | $5.77万 | 加仓 |
| NUE | NUCOR CORP | $382.62万 | 0.88% | 17,177 | -98 | -0.6% | -$2.18万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $381.68万 | 0.88% | 13,573 | 284 | 2.1% | $7.99万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $373.61万 | 0.86% | 8,989 | -17 | -0.2% | -$7,066 | 减仓 |
| KO | COCA COLA CO | $373.35万 | 0.86% | 45,939 | 881 | 2.0% | $7.16万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $367.73万 | 0.85% | 25,077 | 303 | 1.2% | $4.44万 | 加仓 |
| QCOM | QUALCOMM INC | $365.28万 | 0.84% | 19,767 | 856 | 4.5% | $15.82万 | 加仓 |
| MRK | MERCK & CO INC | $360.14万 | 0.83% | 28,026 | 254 | 0.9% | $3.26万 | 加仓 |
| V | VISA INC | $358.58万 | 0.83% | 10,452 | 173 | 1.7% | $5.94万 | 加仓 |
| ABBV | ABBVIE INC | $357.53万 | 0.83% | 14,208 | 287 | 2.1% | $7.22万 | 加仓 |
| MS | MORGAN STANLEY | $355.97万 | 0.82% | 17,029 | 318 | 1.9% | $6.65万 | 加仓 |
| CVX | CHEVRON CORPORATION | $345.45万 | 0.80% | 20,822 | 147 | 0.7% | $2.44万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $334.56万 | 0.77% | 3,576 | 32 | 0.9% | $2.99万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $330.02万 | 0.76% | 38,604 | 439 | 1.2% | $3.75万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $324.85万 | 0.75% | 6,802 | 152 | 2.3% | $7.26万 | 加仓 |
| CB | CHUBB LTD SWITZ | $323.65万 | 0.75% | 9,499 | 85 | 0.9% | $2.90万 | 加仓 |
| HD | HOME DEPOT INC | $315.81万 | 0.73% | 8,954 | 240 | 2.8% | $8.46万 | 加仓 |
| IBTH | ISHARES TR | $315.05万 | 0.73% | 140,835 | 2,641 | 1.9% | $5.91万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $314.51万 | 0.73% | 74,220 | 455 | 0.6% | $1.93万 | 加仓 |
| AAPL | APPLE INC | $310.38万 | 0.72% | 10,726 | -24,781 | -69.8% | -$717.10万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $309.38万 | 0.72% | 8,734 | 129 | 1.5% | $4.57万 | 加仓 |
| IBTI | ISHARES TR | $308.06万 | 0.71% | 139,140 | 2,791 | 2.0% | $6.18万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $295.00万 | 0.68% | 5,744 | 130 | 2.3% | $6.68万 | 加仓 |
| LOW | LOWES COS INC | $290.08万 | 0.67% | 13,156 | 323 | 2.5% | $7.12万 | 加仓 |
| NFLX | NETFLIX INC. | $285.28万 | 0.66% | 39,955 | 682 | 1.7% | $4.87万 | 加仓 |
| PEP | PEPSICO INC | $281.51万 | 0.65% | 20,791 | 91 | 0.4% | $1.23万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $281.06万 | 0.65% | 8,242 | 33 | 0.4% | $1.13万 | 加仓 |
| IBDU | ISHARES TR | $280.93万 | 0.65% | 121,300 | -240,131 | -66.4% | -$556.14万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $269.06万 | 0.62% | 23,026 | 768 | 3.5% | $8.97万 | 加仓 |
| VFMV | VANGUARD WELLINGTON FD | $268.57万 | 0.62% | 19,272 | 40 | 0.2% | $5,574 | 加仓 |
| DIS | DISNEY WALT CO | $260.58万 | 0.60% | 27,047 | 544 | 2.1% | $5.24万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $258.50万 | 0.60% | 4,450 | -12,735 | -74.1% | -$739.79万 | 减仓 |
| BIL | SPDR SERIES TRUST | $253.34万 | 0.59% | 28,227 | -10,817 | -27.7% | -$97.08万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $238.05万 | 0.55% | 18,807 | 37 | 0.2% | $4,683 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $235.69万 | 0.55% | 4,697 | 159 | 3.5% | $7.98万 | 加仓 |
| VFH | VANGUARD WORLD FD | $212.14万 | 0.49% | 16,120 | 332 | 2.1% | $4.37万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $211.87万 | 0.49% | 22,281 | 196 | 0.9% | $1.86万 | 加仓 |
| CRM | SALESFORCE INC | $207.96万 | 0.48% | 13,254 | 555 | 4.4% | $8.71万 | 加仓 |
| — | EXXON MOBIL CORP | $203.74万 | 0.47% | 14,884 | -4,900 | -24.8% | -$67.07万 | 减仓 |
| NVS | NOVARTIS AG | $201.27万 | 0.47% | 12,843 | 184 | 1.5% | $2.88万 | 加仓 |
| MCD | MCDONALDS CORP | $192.04万 | 0.44% | 7,105 | 100 | 1.4% | $2.70万 | 加仓 |
| TMUS | T-MOBILE US INC | $185.48万 | 0.43% | 11,046 | -51 | -0.5% | -$8,564 | 减仓 |
| AMZN | AMAZON COM INC | $184.14万 | 0.43% | 7,726 | -22,833 | -74.7% | -$544.20万 | 减仓 |
| AZN | ASTRAZENECA PLC | $183.44万 | 0.42% | 9,674 | 253 | 2.7% | $4.80万 | 加仓 |
| ORCL | ORACLE CORP | $175.59万 | 0.41% | 11,968 | 46 | 0.4% | $6,749 | 加仓 |
| GDX | VANECK ETF TRUST | $173.70万 | 0.40% | 23,016 | 412 | 1.8% | $3.11万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $168.86万 | 0.39% | 6,243 | 44 | 0.7% | $1.19万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $168.83万 | 0.39% | 18,415 | 188 | 1.0% | $1.72万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $159.17万 | 0.37% | 18,135 | 146 | 0.8% | $1.28万 | 加仓 |
| MMM | 3M CO | $154.48万 | 0.36% | 9,541 | 241 | 2.6% | $3.90万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $152.72万 | 0.35% | 4,435 | 30 | 0.7% | $1.03万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $138.17万 | 0.32% | 47,712 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $126.56万 | 0.29% | 10,756 | 169 | 1.6% | $1.99万 | 加仓 |
| SAP | SAP SE | $126.42万 | 0.29% | 8,189 | 424 | 5.5% | $6.55万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $123.97万 | 0.29% | 1,805 | 2 | 0.1% | $1,374 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $122.07万 | 0.28% | 12,688 | 453 | 3.7% | $4.36万 | 加仓 |
| D | DOMINION ENERGY INC | $118.00万 | 0.27% | 17,280 | 157 | 0.9% | $1.07万 | 加仓 |
| SO | SOUTHERN CO | $111.46万 | 0.26% | 11,645 | 148 | 1.3% | $1.42万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $109.34万 | 0.25% | 2,185 | -5,632 | -72.0% | -$281.82万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $103.71万 | 0.24% | 1,359 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $102.67万 | 0.24% | 18,018 | -51,552 | -74.1% | -$293.74万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $97.42万 | 0.23% | 2,880 | -6,834 | -70.4% | -$231.18万 | 减仓 |
| VST | VISTRA CORP | $91.29万 | 0.21% | 5,755 | 98 | 1.7% | $1.55万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $85.00万 | 0.20% | 3,422 | 362 | 11.8% | $8.99万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $82.88万 | 0.19% | 9,000 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $75.11万 | 0.17% | 2,275 | -5,907 | -72.2% | -$195.01万 | 减仓 |
| GOOG | ALPHABET INC | $73.54万 | 0.17% | 2,081 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $72.85万 | 0.17% | 1,137 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $68.91万 | 0.16% | 7,594 | -16,896 | -69.0% | -$153.32万 | 减仓 |