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 |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -194,228 | -100.0% | -$1,165.13万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -120,668 | -100.0% | -$1,161.42万 | 清仓 |
| IBTG | ISHARES TR | $0 | 0.00% | 0 | -407,892 | -100.0% | -$933.94万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -233,438 | -100.0% | -$547.03万 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -10,413 | -100.0% | -$92.39万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -7,515 | -100.0% | -$87.12万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $0 | 0.00% | 0 | -10,612 | -100.0% | -$85.56万 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -18,555 | -100.0% | -$81.22万 | 清仓 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -722 | -100.0% | -$49.23万 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,074 | -100.0% | -$33.81万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -468 | -100.0% | -$31.00万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $20.09万 | 0.04% | 450 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $21.72万 | 0.04% | 251 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $22.66万 | 0.04% | 2,661 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $22.77万 | 0.04% | 3,639 | 3,639 | — | $22.77万 | 新建仓 |
| DIVO | AMPLIFY ETF TR | $22.95万 | 0.05% | 5,117 | 5,117 | — | $22.95万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $23.34万 | 0.05% | 135 | 0 | 0.0% | — | 不变 |
| — | AIR LEASE CORP | $23.38万 | 0.05% | 3,600 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $23.43万 | 0.05% | 1,834 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $24.05万 | 0.05% | 1,239 | -13,615 | -91.7% | -$264.32万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $24.63万 | 0.05% | 564 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $24.90万 | 0.05% | 412 | 412 | — | $24.90万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $25.54万 | 0.05% | 2,700 | -67 | -2.4% | -$6,337 | 减仓 |
| BILS | SPDR SERIES TRUST | $25.79万 | 0.05% | 2,637 | -652 | -19.8% | -$6.38万 | 减仓 |
| TFC | TRUIST FINL CORP | $26.56万 | 0.05% | 5,779 | 0 | 0.0% | — | 不变 |
| EFSC | ENTERPRISE FINL SVCS CORP | $28.02万 | 0.06% | 5,178 | -568 | -9.9% | -$3.07万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $28.17万 | 0.06% | 8,400 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $28.42万 | 0.06% | 3,024 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $30.54万 | 0.06% | 2,578 | -121 | -4.5% | -$1.43万 | 减仓 |
| IVW | ISHARES TR | $31.46万 | 0.06% | 2,781 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $33.04万 | 0.07% | 3,748 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $33.49万 | 0.07% | 2,728 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $34.81万 | 0.07% | 1,774 | 344 | 24.1% | $6.75万 | 加仓 |
| SOXX | ISHARES TR | $37.37万 | 0.07% | 1,137 | 0 | 0.0% | — | 不变 |
| GAM | GENERAL AMERN INVS CO INC | $41.72万 | 0.08% | 7,136 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $42.10万 | 0.08% | 100 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $42.26万 | 0.08% | 3,189 | -2 | -0.1% | -$265 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $46.11万 | 0.09% | 4,074 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $46.95万 | 0.09% | 3,958 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $47.59万 | 0.09% | 15,513 | -32 | -0.2% | -$982 | 减仓 |
| TSLA | TESLA INC | $47.96万 | 0.09% | 1,290 | -238 | -15.6% | -$8.85万 | 减仓 |
| CSX | CSX CORP | $50.23万 | 0.10% | 12,236 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $53.06万 | 0.10% | 1,359 | -118 | -8.0% | -$4.61万 | 减仓 |
| VPU | VANGUARD WORLD FD | $56.67万 | 0.11% | 2,869 | -1,456 | -33.7% | -$28.76万 | 减仓 |
| ITOT | ISHARES TR | $57.09万 | 0.11% | 4,008 | -190 | -4.5% | -$2.71万 | 减仓 |
| IVV | ISHARES TR | $59.26万 | 0.12% | 907 | 38 | 4.4% | $2.48万 | 加仓 |
| GOOG | ALPHABET INC | $59.71万 | 0.12% | 2,081 | -179 | -7.9% | -$5.14万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $65.55万 | 0.13% | 3,226 | -9,352 | -74.4% | -$190.01万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $83.08万 | 0.16% | 9,000 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $83.26万 | 0.16% | 15,740 | -6,567 | -29.4% | -$34.74万 | 减仓 |
| VST | VISTRA CORP | $85.14万 | 0.17% | 5,657 | 1,496 | 36.0% | $22.52万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $85.56万 | 0.17% | 3,060 | 620 | 25.4% | $17.34万 | 加仓 |
| D | DOMINION ENERGY INC | $105.95万 | 0.21% | 17,123 | 1,772 | 11.5% | $10.96万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $107.74万 | 0.21% | 1,803 | 4 | 0.2% | $2,390 | 加仓 |
| SO | SOUTHERN CO | $111.05万 | 0.22% | 11,497 | 1,947 | 20.4% | $18.81万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $119.76万 | 0.24% | 47,712 | -1,272 | -2.6% | -$3.19万 | 减仓 |
| TGT | TARGET CORP | $120.28万 | 0.24% | 9,917 | -4,351 | -30.5% | -$52.77万 | 减仓 |
| BX | BLACKSTONE INC | $121.88万 | 0.24% | 10,587 | -5,609 | -34.6% | -$64.57万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $131.75万 | 0.26% | 8,209 | -6,730 | -45.0% | -$108.02万 | 减仓 |
| SAP | SAP SE | $133.30万 | 0.26% | 7,765 | 7,765 | — | $133.30万 | 新建仓 |
| MMM | 3M CO | $135.20万 | 0.27% | 9,300 | -1,256 | -11.9% | -$18.26万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $141.34万 | 0.28% | 4,405 | -3,057 | -41.0% | -$98.09万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $153.84万 | 0.30% | 12,235 | 12,235 | — | $153.84万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $155.47万 | 0.31% | 18,227 | 69 | 0.4% | $5,886 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $161.48万 | 0.32% | 6,199 | -285 | -4.4% | -$7.42万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $167.17万 | 0.33% | 17,989 | 6,333 | 54.3% | $58.85万 | 加仓 |
| ORCL | ORACLE CORP | $175.65万 | 0.35% | 11,922 | -4,838 | -28.9% | -$71.28万 | 减仓 |
| BA | BOEING CO | $181.11万 | 0.36% | 9,085 | -340 | -3.6% | -$6.78万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $182.32万 | 0.36% | 22,085 | 22,085 | — | $182.32万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $185.95万 | 0.37% | 9,421 | 9,421 | — | $185.95万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $190.85万 | 0.38% | 15,788 | 15,788 | — | $190.85万 | 新建仓 |
| NVS | NOVARTIS AG | $193.48万 | 0.38% | 12,659 | 12,659 | — | $193.48万 | 新建仓 |
| GDX | VANECK ETF TRUST | $207.59万 | 0.41% | 22,604 | 22,604 | — | $207.59万 | 新建仓 |
| MCD | MCDONALDS CORP | $217.86万 | 0.43% | 7,005 | 972 | 16.1% | $30.23万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $223.40万 | 0.44% | 4,538 | 4,538 | — | $223.40万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $224.88万 | 0.44% | 6,650 | 5,284 | 386.8% | $178.68万 | 加仓 |
| TMUS | T-MOBILE US INC | $233.21万 | 0.46% | 11,097 | -2,240 | -16.8% | -$47.08万 | 减仓 |
| CRM | SALESFORCE INC | $237.40万 | 0.47% | 12,699 | 2,235 | 21.4% | $41.78万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $238.79万 | 0.47% | 8,182 | 649 | 8.6% | $18.94万 | 加仓 |
| QCOM | QUALCOMM INC | $243.97万 | 0.48% | 18,911 | 606 | 3.3% | $7.82万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $243.99万 | 0.48% | 9,006 | 1,993 | 28.4% | $53.99万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $245.85万 | 0.48% | 18,770 | 4,641 | 32.8% | $60.79万 | 加仓 |
| AMGN | AMGEN INC | $248.34万 | 0.49% | 7,054 | 492 | 7.5% | $17.32万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $251.74万 | 0.50% | 24,490 | 1,784 | 7.9% | $18.34万 | 加仓 |
| DIS | DISNEY WALT CO | $255.70万 | 0.50% | 26,503 | 242 | 0.9% | $2.33万 | 加仓 |
| VFMV | VANGUARD WELLINGTON FD | $256.32万 | 0.51% | 19,232 | -10,477 | -35.3% | -$139.63万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $265.98万 | 0.52% | 7,863 | 7,863 | — | $265.98万 | 新建仓 |
| MS | MORGAN STANLEY | $275.25万 | 0.54% | 16,711 | -3,591 | -17.7% | -$59.15万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $280.69万 | 0.55% | 5,614 | -67 | -1.2% | -$3.35万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $281.56万 | 0.56% | 13,167 | 13,167 | — | $281.56万 | 新建仓 |
| HD | HOME DEPOT INC | $286.86万 | 0.57% | 8,714 | 727 | 9.1% | $23.93万 | 加仓 |
| NUE | NUCOR CORP | $292.31万 | 0.58% | 17,275 | 4,519 | 35.4% | $76.47万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $294.09万 | 0.58% | 9,714 | -899 | -8.5% | -$27.22万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $294.10万 | 0.58% | 38,165 | 38,165 | — | $294.10万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $295.58万 | 0.58% | 8,605 | -1,502 | -14.9% | -$51.59万 | 减仓 |
| ALB | ALBEMARLE CORP | $296.06万 | 0.58% | 16,484 | 16,484 | — | $296.06万 | 新建仓 |
| ABBV | ABBVIE INC | $303.03万 | 0.60% | 13,921 | -1,051 | -7.0% | -$22.88万 | 减仓 |
| LOW | LOWES COS INC | $303.60万 | 0.60% | 12,833 | -42 | -0.3% | -$9,936 | 减仓 |
| IBTI | ISHARES TR | $304.45万 | 0.60% | 136,349 | 136,349 | — | $304.45万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $307.00万 | 0.61% | 9,414 | -331 | -3.4% | -$10.79万 | 减仓 |