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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $67.94万 | 0.16% | 907 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $67.63万 | 0.16% | 5,009 | -11,475 | -69.6% | -$154.93万 | 减仓 |
| NKE | NIKE INC | $66.25万 | 0.15% | 16,062 | 322 | 2.0% | $1.33万 | 加仓 |
| ITOT | ISHARES TR | $65.74万 | 0.15% | 4,002 | -6 | -0.1% | -$986 | 减仓 |
| AMGN | AMGEN INC | $64.60万 | 0.15% | 1,784 | -5,270 | -74.7% | -$190.82万 | 减仓 |
| CSX | CSX CORP | $58.16万 | 0.13% | 12,236 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $56.48万 | 0.13% | 2,609 | -6,476 | -71.3% | -$140.18万 | 减仓 |
| VPU | VANGUARD WORLD FD | $56.21万 | 0.13% | 2,872 | 3 | 0.1% | $587 | 加仓 |
| TSLA | TESLA INC | $54.93万 | 0.13% | 1,306 | 16 | 1.2% | $6,730 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $49.20万 | 0.11% | 15,517 | 4 | 0.0% | $127 | 加仓 |
| IJJ | ISHARES TR | $47.11万 | 0.11% | 3,189 | 0 | 0.0% | — | 不变 |
| GAM | GENERAL AMERN INVS CO INC | $45.49万 | 0.11% | 7,136 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $45.19万 | 0.10% | 3,958 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $45.07万 | 0.10% | 4,074 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $44.56万 | 0.10% | 2,500 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $38.66万 | 0.09% | 1,774 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $38.25万 | 0.09% | 2,781 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $38.03万 | 0.09% | 2,912 | -7,005 | -70.6% | -$91.48万 | 减仓 |
| TXN | TEXAS INSTRS INC | $36.84万 | 0.09% | 1,236 | -3 | -0.2% | -$894 | 减仓 |
| IJS | ISHARES TR | $35.24万 | 0.08% | 2,578 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $34.89万 | 0.08% | 4,621 | 873 | 23.3% | $6.59万 | 加仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $34.11万 | 0.08% | 5,178 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $29.32万 | 0.07% | 2,687 | -13 | -0.5% | -$1,418 | 减仓 |
| VUG | VANGUARD INDEX FDS | $29.15万 | 0.07% | 3,384 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $29.02万 | 0.07% | 1,834 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $28.79万 | 0.07% | 5,779 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $28.12万 | 0.07% | 660 | 660 | — | $28.12万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $27.90万 | 0.06% | 3,024 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $27.17万 | 0.06% | 8,500 | 100 | 1.2% | $3,197 | 加仓 |
| MDYV | SPDR SERIES TRUST | $24.70万 | 0.06% | 2,604 | -57 | -2.1% | -$5,406 | 减仓 |
| DAL | DELTA AIR LINES INC | $24.40万 | 0.06% | 2,605 | 2,605 | — | $24.40万 | 新建仓 |
| BILS | SPDR SERIES TRUST | $24.04万 | 0.06% | 2,462 | -175 | -6.6% | -$1.71万 | 减仓 |
| MELI | MERCADOLIBRE INC | $22.91万 | 0.05% | 135 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $22.63万 | 0.05% | 3,639 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $22.35万 | 0.05% | 450 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $20.99万 | 0.05% | 412 | 0 | 0.0% | — | 不变 |
| 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 |