Cornerstone Planning, LLC
CHARLOTTE NC · SEC CIK 0001802105
$5.07亿2026Q1 申报市值
141持仓数
34.0%前十大占比 · 第一大 13.4%
21 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
QQQ 加仓+$6,625.33万
BSCV 新建仓+$941.25万
IBDX 新建仓+$937.24万
IBDW 新建仓+$936.52万
BSCW 新建仓+$935.39万
2026Q1 卖出最多 按季末市值估算
VGIT 清仓-$1,165.13万
IEF 清仓-$1,161.42万
IBTG 清仓-$933.94万
BSCQ 减仓-$772.57万
IBDR 减仓-$748.21万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IBTH | ISHARES TR | $310.59万 | 0.61% | 138,194 | 138,194 | — | $310.59万 | 新建仓 |
| V | VISA INC | $310.95万 | 0.61% | 10,279 | -403 | -3.8% | -$12.19万 | 减仓 |
| — | HONEYWELL INTL INC | $319.11万 | 0.63% | 14,109 | 1,334 | 10.4% | $30.17万 | 加仓 |
| LLY | ELI LILLY & CO | $321.30万 | 0.63% | 3,491 | -462 | -11.7% | -$42.52万 | 减仓 |
| PEP | PEPSICO INC | $321.62万 | 0.63% | 20,700 | 2,379 | 13.0% | $36.96万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $322.41万 | 0.64% | 13,289 | -1,398 | -9.5% | -$33.92万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $325.88万 | 0.64% | 22,258 | -9,458 | -29.8% | -$138.48万 | 减仓 |
| CSCO | CISCO SYS INC | $330.88万 | 0.65% | 42,617 | -4,595 | -9.7% | -$35.68万 | 减仓 |
| MRK | MERCK & CO INC | $334.23万 | 0.66% | 27,772 | -1,432 | -4.9% | -$17.23万 | 减仓 |
| — | EXXON MOBIL CORP | $335.70万 | 0.66% | 19,784 | -8,425 | -29.9% | -$142.96万 | 减仓 |
| BAC | BANK AMERICA CORP | $339.49万 | 0.67% | 69,570 | -7,878 | -10.2% | -$38.44万 | 减仓 |
| KO | COCA COLA CO | $342.85万 | 0.68% | 45,058 | 433 | 1.0% | $3.29万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $349.82万 | 0.69% | 17,185 | -6,215 | -26.6% | -$126.51万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $353.36万 | 0.70% | 3,544 | 61 | 1.8% | $6.08万 | 加仓 |
| BIL | SPDR SERIES TRUST | $355.95万 | 0.70% | 39,044 | 14,900 | 61.7% | $135.84万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $358.06万 | 0.71% | 24,774 | 3,351 | 15.6% | $48.43万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $358.89万 | 0.71% | 4,239 | -877 | -17.1% | -$74.25万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $370.43万 | 0.73% | 73,765 | 5,226 | 7.6% | $26.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $374.83万 | 0.74% | 7,817 | 70 | 0.9% | $3.36万 | 加仓 |
| NFLX | NETFLIX INC. | $377.80万 | 0.74% | 39,273 | 4,873 | 14.2% | $46.88万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $403.56万 | 0.80% | 13,710 | -469 | -3.3% | -$13.81万 | 减仓 |
| CAT | CATERPILLAR INC | $420.83万 | 0.83% | 5,938 | -1,922 | -24.5% | -$136.21万 | 减仓 |
| CVX | CHEVRON CORPORATION | $427.82万 | 0.84% | 20,675 | 1,178 | 6.0% | $24.38万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $459.85万 | 0.91% | 18,806 | -2,684 | -12.5% | -$65.63万 | 减仓 |
| USMV | ISHARES TR | $461.66万 | 0.91% | 49,756 | 9,944 | 25.0% | $92.27万 | 加仓 |
| META | META PLATFORMS INC | $473.43万 | 0.93% | 8,268 | 569 | 7.4% | $32.58万 | 加仓 |
| GOOGL | ALPHABET INC | $473.74万 | 0.93% | 16,459 | -5,048 | -23.5% | -$145.30万 | 减仓 |
| MSFT | MICROSOFT CORP | $540.14万 | 1.06% | 14,577 | 1,242 | 9.3% | $46.02万 | 加仓 |
| AVGO | BROADCOM INC | $551.83万 | 1.09% | 17,816 | -2,547 | -12.5% | -$78.89万 | 减仓 |
| HDV | ISHARES TR | $591.55万 | 1.17% | 43,578 | 6,180 | 16.5% | $83.89万 | 加仓 |
| WMT | WALMART INC | $628.23万 | 1.24% | 50,523 | -3,043 | -5.7% | -$37.84万 | 减仓 |
| AMZN | AMAZON COM INC | $636.89万 | 1.26% | 30,559 | 687 | 2.3% | $14.32万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $675.49万 | 1.33% | 343,563 | -96,456 | -21.9% | -$189.65万 | 减仓 |
| IBDR | ISHARES TR | $697.33万 | 1.37% | 287,167 | -308,116 | -51.8% | -$748.21万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $703.38万 | 1.39% | 359,514 | -394,880 | -52.3% | -$772.57万 | 减仓 |
| IBDU | ISHARES TR | $842.88万 | 1.66% | 361,431 | 285,603 | 376.6% | $666.04万 | 加仓 |
| AAPL | APPLE INC | $901.59万 | 1.78% | 35,507 | -431 | -1.2% | -$10.94万 | 减仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $935.39万 | 1.84% | 453,415 | 453,415 | — | $935.39万 | 新建仓 |
| IBDW | ISHARES TR | $936.52万 | 1.85% | 446,549 | 446,549 | — | $936.52万 | 新建仓 |
| IBDX | ISHARES TR | $937.24万 | 1.85% | 370,140 | 370,140 | — | $937.24万 | 新建仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $941.25万 | 1.86% | 570,689 | 570,689 | — | $941.25万 | 新建仓 |
| IBDV | ISHARES TR | $943.46万 | 1.86% | 430,138 | 101,738 | 31.0% | $223.15万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $949.89万 | 1.87% | 567,021 | 140,216 | 32.9% | $234.90万 | 加仓 |
| IBDS | ISHARES TR | $967.30万 | 1.91% | 398,278 | 39,692 | 11.1% | $96.40万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $980.65万 | 1.93% | 422,338 | -13,958 | -3.2% | -$32.41万 | 减仓 |
| IBHF | ISHARES TR | $986.22万 | 1.94% | 428,911 | -12,237 | -2.8% | -$28.14万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $1,110.17万 | 2.19% | 593,753 | 202,879 | 51.9% | $379.33万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,190.20万 | 2.35% | 68,220 | -5,563 | -7.5% | -$97.05万 | 减仓 |
| IBDT | ISHARES TR | $1,267.68万 | 2.50% | 499,609 | 160,371 | 47.3% | $406.92万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $1,273.65万 | 2.51% | 622,570 | 198,573 | 46.8% | $406.24万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,768.64万 | 3.49% | 691,254 | -40,120 | -5.5% | -$102.65万 | 减仓 |
| QQQ | INVESCO QQQ TR | $6,774.54万 | 13.36% | 117,373 | 114,788 | 4,440.5% | $6,625.33万 | 加仓 |