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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $345.45万 | 0.80% | 20,822 | 147 | 0.7% | $2.44万 | 加仓 |
| MS | MORGAN STANLEY | $355.97万 | 0.82% | 17,029 | 318 | 1.9% | $6.65万 | 加仓 |
| ABBV | ABBVIE INC | $357.53万 | 0.83% | 14,208 | 287 | 2.1% | $7.22万 | 加仓 |
| V | VISA INC | $358.58万 | 0.83% | 10,452 | 173 | 1.7% | $5.94万 | 加仓 |
| MRK | MERCK & CO INC | $360.14万 | 0.83% | 28,026 | 254 | 0.9% | $3.26万 | 加仓 |
| QCOM | QUALCOMM INC | $365.28万 | 0.84% | 19,767 | 856 | 4.5% | $15.82万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $367.73万 | 0.85% | 25,077 | 303 | 1.2% | $4.44万 | 加仓 |
| KO | COCA COLA CO | $373.35万 | 0.86% | 45,939 | 881 | 2.0% | $7.16万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $373.61万 | 0.86% | 8,989 | -17 | -0.2% | -$7,066 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $381.68万 | 0.88% | 13,573 | 284 | 2.1% | $7.99万 | 加仓 |
| NUE | NUCOR CORP | $382.62万 | 0.88% | 17,177 | -98 | -0.6% | -$2.18万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $434.53万 | 1.01% | 4,296 | 57 | 1.3% | $5.77万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $447.33万 | 1.03% | 13,666 | -44 | -0.3% | -$1.44万 | 减仓 |
| LLY | ELI LILLY & CO | $463.13万 | 1.07% | 3,861 | 370 | 10.6% | $44.38万 | 加仓 |
| META | META PLATFORMS INC | $468.76万 | 1.08% | 8,322 | 54 | 0.7% | $3.04万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $484.22万 | 1.12% | 19,065 | 259 | 1.4% | $6.58万 | 加仓 |
| USMV | ISHARES TR | $486.77万 | 1.13% | 50,464 | 708 | 1.4% | $6.83万 | 加仓 |
| CSCO | CISCO SYS INC | $496.59万 | 1.15% | 42,277 | -340 | -0.8% | -$3.99万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $562.82万 | 1.30% | 12,988 | -179 | -1.4% | -$7.76万 | 减仓 |
| MSFT | MICROSOFT CORP | $575.16万 | 1.33% | 15,405 | 828 | 5.7% | $30.91万 | 加仓 |
| WMT | WALMART INC | $582.24万 | 1.35% | 51,407 | 884 | 1.7% | $10.01万 | 加仓 |
| GOOGL | ALPHABET INC | $599.23万 | 1.39% | 16,768 | 309 | 1.9% | $11.04万 | 加仓 |
| HDV | ISHARES TR | $601.99万 | 1.39% | 219,625 | 1,735 | 0.8% | $4.76万 | 加仓 |
| CAT | CATERPILLAR INC | $631.08万 | 1.46% | 5,926 | -12 | -0.2% | -$1.28万 | 减仓 |
| AVGO | BROADCOM INC | $678.58万 | 1.57% | 17,964 | 148 | 0.8% | $5.59万 | 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 |
| IBDR | ISHARES TR | $698.84万 | 1.62% | 288,419 | 1,252 | 0.4% | $3.03万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $709.09万 | 1.64% | 363,171 | 3,657 | 1.0% | $7.14万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $887.19万 | 2.05% | 7,686 | -177 | -2.3% | -$20.43万 | 减仓 |
| IBDW | ISHARES TR | $955.09万 | 2.21% | 458,296 | 11,747 | 2.6% | $24.48万 | 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 |
| IBDX | ISHARES TR | $956.99万 | 2.21% | 379,908 | 9,768 | 2.6% | $24.61万 | 加仓 |
| IBDV | ISHARES TR | $957.86万 | 2.22% | 439,383 | 9,245 | 2.1% | $20.15万 | 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 |
| IBHF | ISHARES TR | $972.13万 | 2.25% | 429,198 | 287 | 0.1% | $6,501 | 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 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $982.75万 | 2.27% | 428,119 | 5,781 | 1.4% | $13.27万 | 加仓 |
| IBDS | ISHARES TR | $984.92万 | 2.28% | 406,654 | 8,376 | 2.1% | $20.29万 | 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 |
| IBDT | ISHARES TR | $1,295.07万 | 3.00% | 512,899 | 13,290 | 2.7% | $33.56万 | 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 |
| NVDA | NVIDIA CORPORATION | $1,369.18万 | 3.17% | 68,417 | 197 | 0.3% | $3.94万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,016.07万 | 4.66% | 685,039 | -6,215 | -0.9% | -$18.29万 | 减仓 |