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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -117,373 | -100.0% | -$6,774.54万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -14,109 | -100.0% | -$319.11万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -3,226 | -100.0% | -$65.55万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -2,728 | -100.0% | -$33.49万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -3,600 | -100.0% | -$23.38万 | 清仓 |
| DIVO | AMPLIFY ETF TR | $0 | 0.00% | 0 | -5,117 | -100.0% | -$22.95万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -251 | -100.0% | -$21.72万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $20.99万 | 0.05% | 412 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $22.35万 | 0.05% | 450 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $22.63万 | 0.05% | 3,639 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $22.91万 | 0.05% | 135 | 0 | 0.0% | — | 不变 |
| BILS | SPDR SERIES TRUST | $24.04万 | 0.06% | 2,462 | -175 | -6.6% | -$1.71万 | 减仓 |
| DAL | DELTA AIR LINES INC | $24.40万 | 0.06% | 2,605 | 2,605 | — | $24.40万 | 新建仓 |
| MDYV | SPDR SERIES TRUST | $24.70万 | 0.06% | 2,604 | -57 | -2.1% | -$5,406 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $27.17万 | 0.06% | 8,500 | 100 | 1.2% | $3,197 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $27.90万 | 0.06% | 3,024 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $28.12万 | 0.07% | 660 | 660 | — | $28.12万 | 新建仓 |
| TFC | TRUIST FINL CORP | $28.79万 | 0.07% | 5,779 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $29.02万 | 0.07% | 1,834 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $29.15万 | 0.07% | 3,384 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $29.32万 | 0.07% | 2,687 | -13 | -0.5% | -$1,418 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $34.11万 | 0.08% | 5,178 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $34.89万 | 0.08% | 4,621 | 873 | 23.3% | $6.59万 | 加仓 |
| IJS | ISHARES TR | $35.24万 | 0.08% | 2,578 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $36.84万 | 0.09% | 1,236 | -3 | -0.2% | -$894 | 减仓 |
| TGT | TARGET CORP | $38.03万 | 0.09% | 2,912 | -7,005 | -70.6% | -$91.48万 | 减仓 |
| IVW | ISHARES TR | $38.25万 | 0.09% | 2,781 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $38.66万 | 0.09% | 1,774 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $44.56万 | 0.10% | 2,500 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $45.07万 | 0.10% | 4,074 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $45.19万 | 0.10% | 3,958 | 0 | 0.0% | — | 不变 |
| GAM | GENERAL AMERN INVS CO INC | $45.49万 | 0.11% | 7,136 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $47.11万 | 0.11% | 3,189 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $49.20万 | 0.11% | 15,517 | 4 | 0.0% | $127 | 加仓 |
| TSLA | TESLA INC | $54.93万 | 0.13% | 1,306 | 16 | 1.2% | $6,730 | 加仓 |
| VPU | VANGUARD WORLD FD | $56.21万 | 0.13% | 2,872 | 3 | 0.1% | $587 | 加仓 |
| BA | BOEING CO | $56.48万 | 0.13% | 2,609 | -6,476 | -71.3% | -$140.18万 | 减仓 |
| CSX | CSX CORP | $58.16万 | 0.13% | 12,236 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $64.60万 | 0.15% | 1,784 | -5,270 | -74.7% | -$190.82万 | 减仓 |
| ITOT | ISHARES TR | $65.74万 | 0.15% | 4,002 | -6 | -0.1% | -$986 | 减仓 |
| NKE | NIKE INC | $66.25万 | 0.15% | 16,062 | 322 | 2.0% | $1.33万 | 加仓 |
| ALB | ALBEMARLE CORP | $67.63万 | 0.16% | 5,009 | -11,475 | -69.6% | -$154.93万 | 减仓 |
| IVV | ISHARES TR | $67.94万 | 0.16% | 907 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $68.91万 | 0.16% | 7,594 | -16,896 | -69.0% | -$153.32万 | 减仓 |
| SOXX | ISHARES TR | $72.85万 | 0.17% | 1,137 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $73.54万 | 0.17% | 2,081 | 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 |
| ORLY | OREILLY AUTOMOTIVE INC | $82.88万 | 0.19% | 9,000 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $85.00万 | 0.20% | 3,422 | 362 | 11.8% | $8.99万 | 加仓 |
| VST | VISTRA CORP | $91.29万 | 0.21% | 5,755 | 98 | 1.7% | $1.55万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $97.42万 | 0.23% | 2,880 | -6,834 | -70.4% | -$231.18万 | 减仓 |
| BAC | BANK AMERICA CORP | $102.67万 | 0.24% | 18,018 | -51,552 | -74.1% | -$293.74万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $103.71万 | 0.24% | 1,359 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $109.34万 | 0.25% | 2,185 | -5,632 | -72.0% | -$281.82万 | 减仓 |
| SO | SOUTHERN CO | $111.46万 | 0.26% | 11,645 | 148 | 1.3% | $1.42万 | 加仓 |
| D | DOMINION ENERGY INC | $118.00万 | 0.27% | 17,280 | 157 | 0.9% | $1.07万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $122.07万 | 0.28% | 12,688 | 453 | 3.7% | $4.36万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $123.97万 | 0.29% | 1,805 | 2 | 0.1% | $1,374 | 加仓 |
| SAP | SAP SE | $126.42万 | 0.29% | 8,189 | 424 | 5.5% | $6.55万 | 加仓 |
| BX | BLACKSTONE INC | $126.56万 | 0.29% | 10,756 | 169 | 1.6% | $1.99万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $138.17万 | 0.32% | 47,712 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $152.72万 | 0.35% | 4,435 | 30 | 0.7% | $1.03万 | 加仓 |
| MMM | 3M CO | $154.48万 | 0.36% | 9,541 | 241 | 2.6% | $3.90万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $159.17万 | 0.37% | 18,135 | 146 | 0.8% | $1.28万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $168.83万 | 0.39% | 18,415 | 188 | 1.0% | $1.72万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $168.86万 | 0.39% | 6,243 | 44 | 0.7% | $1.19万 | 加仓 |
| GDX | VANECK ETF TRUST | $173.70万 | 0.40% | 23,016 | 412 | 1.8% | $3.11万 | 加仓 |
| ORCL | ORACLE CORP | $175.59万 | 0.41% | 11,968 | 46 | 0.4% | $6,749 | 加仓 |
| AZN | ASTRAZENECA PLC | $183.44万 | 0.42% | 9,674 | 253 | 2.7% | $4.80万 | 加仓 |
| AMZN | AMAZON COM INC | $184.14万 | 0.43% | 7,726 | -22,833 | -74.7% | -$544.20万 | 减仓 |
| TMUS | T-MOBILE US INC | $185.48万 | 0.43% | 11,046 | -51 | -0.5% | -$8,564 | 减仓 |
| MCD | MCDONALDS CORP | $192.04万 | 0.44% | 7,105 | 100 | 1.4% | $2.70万 | 加仓 |
| NVS | NOVARTIS AG | $201.27万 | 0.47% | 12,843 | 184 | 1.5% | $2.88万 | 加仓 |
| — | EXXON MOBIL CORP | $203.74万 | 0.47% | 14,884 | -4,900 | -24.8% | -$67.07万 | 减仓 |
| CRM | SALESFORCE INC | $207.96万 | 0.48% | 13,254 | 555 | 4.4% | $8.71万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $211.87万 | 0.49% | 22,281 | 196 | 0.9% | $1.86万 | 加仓 |
| VFH | VANGUARD WORLD FD | $212.14万 | 0.49% | 16,120 | 332 | 2.1% | $4.37万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $235.69万 | 0.55% | 4,697 | 159 | 3.5% | $7.98万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $238.05万 | 0.55% | 18,807 | 37 | 0.2% | $4,683 | 加仓 |
| BIL | SPDR SERIES TRUST | $253.34万 | 0.59% | 28,227 | -10,817 | -27.7% | -$97.08万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $258.50万 | 0.60% | 4,450 | -12,735 | -74.1% | -$739.79万 | 减仓 |
| DIS | DISNEY WALT CO | $260.58万 | 0.60% | 27,047 | 544 | 2.1% | $5.24万 | 加仓 |
| VFMV | VANGUARD WELLINGTON FD | $268.57万 | 0.62% | 19,272 | 40 | 0.2% | $5,574 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $269.06万 | 0.62% | 23,026 | 768 | 3.5% | $8.97万 | 加仓 |
| IBDU | ISHARES TR | $280.93万 | 0.65% | 121,300 | -240,131 | -66.4% | -$556.14万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $281.06万 | 0.65% | 8,242 | 33 | 0.4% | $1.13万 | 加仓 |
| PEP | PEPSICO INC | $281.51万 | 0.65% | 20,791 | 91 | 0.4% | $1.23万 | 加仓 |
| NFLX | NETFLIX INC. | $285.28万 | 0.66% | 39,955 | 682 | 1.7% | $4.87万 | 加仓 |
| LOW | LOWES COS INC | $290.08万 | 0.67% | 13,156 | 323 | 2.5% | $7.12万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $295.00万 | 0.68% | 5,744 | 130 | 2.3% | $6.68万 | 加仓 |
| IBTI | ISHARES TR | $308.06万 | 0.71% | 139,140 | 2,791 | 2.0% | $6.18万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $309.38万 | 0.72% | 8,734 | 129 | 1.5% | $4.57万 | 加仓 |
| AAPL | APPLE INC | $310.38万 | 0.72% | 10,726 | -24,781 | -69.8% | -$717.10万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $314.51万 | 0.73% | 74,220 | 455 | 0.6% | $1.93万 | 加仓 |
| IBTH | ISHARES TR | $315.05万 | 0.73% | 140,835 | 2,641 | 1.9% | $5.91万 | 加仓 |
| HD | HOME DEPOT INC | $315.81万 | 0.73% | 8,954 | 240 | 2.8% | $8.46万 | 加仓 |
| CB | CHUBB LTD SWITZ | $323.65万 | 0.75% | 9,499 | 85 | 0.9% | $2.90万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $324.85万 | 0.75% | 6,802 | 152 | 2.3% | $7.26万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $330.02万 | 0.76% | 38,604 | 439 | 1.2% | $3.75万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $334.56万 | 0.77% | 3,576 | 32 | 0.9% | $2.99万 | 加仓 |