Cornerstone Planning Group LLC
FAIRFIELD NJ · SEC CIK 0001822587
$7.94亿2026Q2 申报市值
1,867持仓数
53.3%前十大占比 · 第一大 10.9%
134 / 102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
IVV 加仓+$793.65万
IUSB 加仓+$389.86万
FENI 加仓+$275.57万
IALT 新建仓+$271.41万
GGOV 新建仓+$220.44万
2026Q2 卖出最多 按季末市值估算
IWF 减仓-$734.66万
QUAL 减仓-$253.74万
EFV 减仓-$230.85万
IAGG 减仓-$205.36万
BKNG 减仓-$184.79万
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 |
|---|---|---|---|---|---|---|---|---|
| JCI | JOHNSON CTLS INTL PLC SHS | $5.81万 | 0.01% | 408 | -15 | -3.5% | -$2,137 | 减仓 |
| SYK | STRYKER CORPORATION COM | $5.82万 | 0.01% | 188 | 2 | 1.1% | $619 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $5.83万 | 0.01% | 511 | -2 | -0.4% | -$228 | 减仓 |
| CB | CHUBB LIMITED COM | $5.84万 | 0.01% | 170 | -25 | -12.8% | -$8,587 | 减仓 |
| BP | BP PLC SPONSORED ADR | $5.87万 | 0.01% | 1,354 | -19 | -1.4% | -$823 | 减仓 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $5.92万 | 0.01% | 883 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP COM | $5.94万 | 0.01% | 81 | 2 | 2.5% | $1,466 | 加仓 |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | $5.94万 | 0.01% | 625 | -1 | -0.2% | -$95 | 减仓 |
| HEI | HEICO CORP NEW COM | $5.97万 | 0.01% | 178 | -1 | -0.6% | -$335 | 减仓 |
| UBS | UBS GROUP AG SHS | $5.99万 | 0.01% | 1,137 | -6 | -0.5% | -$316 | 减仓 |
| EOS | EATON VANCE ENHANCED EQUITY IN COM | $6.00万 | 0.01% | 2,751 | 36 | 1.3% | $785 | 加仓 |
| ENSG | ENSIGN GROUP INC COM | $6.01万 | 0.01% | 355 | -38 | -9.7% | -$6,428 | 减仓 |
| BA | BOEING CO COM | $6.05万 | 0.01% | 290 | -24 | -7.6% | -$5,008 | 减仓 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $6.11万 | 0.01% | 1,255 | 7 | 0.6% | $341 | 加仓 |
| NVT | NVENT ELEC PLC SHS | $6.12万 | 0.01% | 386 | -161 | -29.4% | -$2.55万 | 减仓 |
| CRM | SALESFORCE INC COM | $6.12万 | 0.01% | 376 | -85 | -18.4% | -$1.38万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $6.14万 | 0.01% | 130 | 14 | 12.1% | $6,616 | 加仓 |
| AMLP | ALERIAN MLP ETF | $6.21万 | 0.01% | 1,133 | -578 | -33.8% | -$3.17万 | 减仓 |
| ROST | ROSS STORES INC COM | $6.26万 | 0.01% | 263 | -11 | -4.0% | -$2,617 | 减仓 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $6.28万 | 0.01% | 1,482 | 1,482 | — | $6.28万 | 新建仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $6.29万 | 0.01% | 610 | 15 | 2.5% | $1,547 | 加仓 |
| SBUX | STARBUCKS CORP COM | $6.29万 | 0.01% | 605 | -71 | -10.5% | -$7,383 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $6.30万 | 0.01% | 555 | -42 | -7.0% | -$4,767 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $6.30万 | 0.01% | 185 | -23 | -11.1% | -$7,836 | 减仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $6.31万 | 0.01% | 403 | -15 | -3.6% | -$2,350 | 减仓 |
| MSTR | STRATEGY INC CL A NEW | $6.35万 | 0.01% | 635 | -55 | -8.0% | -$5,501 | 减仓 |
| FCF | FIRST COMWLTH FINL CORP PA COM | $6.37万 | 0.01% | 3,056 | 22 | 0.7% | $458 | 加仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $6.47万 | 0.01% | 1,303 | 116 | 9.8% | $5,757 | 加仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $6.47万 | 0.01% | 1,301 | 14 | 1.1% | $697 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $6.51万 | 0.01% | 2,517 | -7 | -0.3% | -$181 | 减仓 |
| CASY | CASEYS GEN STORES INC COM | $6.52万 | 0.01% | 76 | -12 | -13.6% | -$1.03万 | 减仓 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $6.52万 | 0.01% | 1,052 | 3 | 0.3% | $186 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $6.64万 | 0.01% | 1,378 | 325 | 30.9% | $1.57万 | 加仓 |
| IDXX | IDEXX LABS INC COM | $6.65万 | 0.01% | 122 | 24 | 24.5% | $1.31万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $6.67万 | 0.01% | 372 | -48 | -11.4% | -$8,602 | 减仓 |
| ZECP | ZACKS EARNINGS CONSISTENT PORTFOLIO ETF | $6.67万 | 0.01% | 1,791 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $6.67万 | 0.01% | 1,281 | 10 | 0.8% | $521 | 加仓 |
| ABFL | ABACUS FCF LEADERS ETF | $6.68万 | 0.01% | 802 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $6.73万 | 0.01% | 142 | 33 | 30.3% | $1.56万 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $6.74万 | 0.01% | 121 | -11 | -8.3% | -$6,124 | 减仓 |
| FAST | FASTENAL CO COM | $6.76万 | 0.01% | 1,492 | 23 | 1.6% | $1,043 | 加仓 |
| GWW | WW GRAINGER INC COM | $6.78万 | 0.01% | 50 | 1 | 2.0% | $1,356 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $6.81万 | 0.01% | 253 | -19 | -7.0% | -$5,111 | 减仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $6.83万 | 0.01% | 719 | -664 | -48.0% | -$6.31万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $6.87万 | 0.01% | 788 | -3,167 | -80.1% | -$27.60万 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $6.88万 | 0.01% | 336 | 46 | 15.9% | $9,418 | 加仓 |
| SLV | ISHARES SILVER TRUST | $6.91万 | 0.01% | 1,281 | -20 | -1.5% | -$1,078 | 减仓 |
| GLW | CORNING INC COM | $6.92万 | 0.01% | 449 | 13 | 3.0% | $2,004 | 加仓 |
| DDOG | DATADOG INC CL A COM | $6.93万 | 0.01% | 282 | 14 | 5.2% | $3,441 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $6.97万 | 0.01% | 282 | -44 | -13.5% | -$1.09万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $7.07万 | 0.01% | 594 | 24 | 4.2% | $2,855 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $7.09万 | 0.01% | 602 | -194 | -24.4% | -$2.28万 | 减仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $7.14万 | 0.01% | 746 | -84 | -10.1% | -$8,039 | 减仓 |
| PAYX | PAYCHEX INC COM | $7.28万 | 0.01% | 657 | 176 | 36.6% | $1.95万 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $7.30万 | 0.01% | 874 | -15 | -1.7% | -$1,252 | 减仓 |
| DBB | INVESCO DB BASE METALS FUND | $7.38万 | 0.01% | 2,960 | -1 | -0.0% | -$25 | 减仓 |
| PHM | PULTE GROUP INC COM | $7.45万 | 0.01% | 588 | -3 | -0.5% | -$380 | 减仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $7.46万 | 0.01% | 449 | -17 | -3.6% | -$2,824 | 减仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $7.50万 | 0.01% | 2,463 | 33 | 1.4% | $1,005 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $7.52万 | 0.01% | 604 | -78 | -11.4% | -$9,716 | 减仓 |
| USB | US BANCORP COM NEW | $7.57万 | 0.01% | 1,174 | -1 | -0.1% | -$64 | 减仓 |
| VTV | VANGUARD VALUE ETF | $7.64万 | 0.01% | 348 | -22 | -5.9% | -$4,829 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $7.65万 | 0.01% | 490 | 1 | 0.2% | $156 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $7.67万 | 0.01% | 501 | -1 | -0.2% | -$153 | 减仓 |
| EXC | EXELON CORP COM | $7.69万 | 0.01% | 1,646 | 66 | 4.2% | $3,082 | 加仓 |
| WELL | WELLTOWER INC COM | $7.70万 | 0.01% | 314 | -3 | -0.9% | -$736 | 减仓 |
| PWR | QUANTA SVCS INC COM | $7.72万 | 0.01% | 120 | -10 | -7.7% | -$6,433 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $7.73万 | 0.01% | 208 | 5 | 2.5% | $1,857 | 加仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $7.75万 | 0.01% | 1,468 | 57 | 4.0% | $3,011 | 加仓 |
| GSID | MARKETBETA INTL EQUITY ETF | $7.77万 | 0.01% | 1,029 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC COM | $7.78万 | 0.01% | 103 | -14 | -12.0% | -$1.06万 | 减仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $7.81万 | 0.01% | 1,264 | 5 | 0.4% | $309 | 加仓 |
| — | STATE STREET SPDR S&P GLOBAL DIVIDEND ETF | $7.85万 | 0.01% | 948 | 17 | 1.8% | $1,408 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $7.91万 | 0.01% | 1,216 | -47 | -3.7% | -$3,056 | 减仓 |
| PYPL | PAYPAL HLDGS INC COM | $7.94万 | 0.01% | 1,430 | -93 | -6.1% | -$5,162 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $7.97万 | 0.01% | 711 | 10 | 1.4% | $1,121 | 加仓 |
| FSEC | FIDELITY INVESTMENT GRADE SECURITIZED ETF | $8.00万 | 0.01% | 1,845 | 1 | 0.1% | $43 | 加仓 |
| ICF | ISHARES SELECT U.S. REIT ETF | $8.01万 | 0.01% | 1,159 | 6 | 0.5% | $414 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $8.01万 | 0.01% | 451 | -10,399 | -95.8% | -$184.79万 | 减仓 |
| AMGN | AMGEN INC COM | $8.02万 | 0.01% | 219 | -2 | -0.9% | -$732 | 减仓 |
| UNP | UNION PAC CORP COM | $8.02万 | 0.01% | 274 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $8.02万 | 0.01% | 796 | -28 | -3.4% | -$2,822 | 减仓 |
| SPLB | STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | $8.06万 | 0.01% | 3,729 | 359 | 10.7% | $7,762 | 加仓 |
| LOW | LOWES COS INC COM | $8.06万 | 0.01% | 395 | -70 | -15.1% | -$1.43万 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $8.09万 | 0.01% | 477 | -32 | -6.3% | -$5,428 | 减仓 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $8.17万 | 0.01% | 607 | 11 | 1.8% | $1,481 | 加仓 |
| EQH | EQUITABLE HLDGS INC COM | $8.25万 | 0.01% | 1,693 | -349 | -17.1% | -$1.70万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $8.25万 | 0.01% | 340 | -33 | -8.8% | -$8,010 | 减仓 |
| MCK | MCKESSON CORP COM | $8.34万 | 0.01% | 102 | -10 | -8.9% | -$8,173 | 减仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $8.34万 | 0.01% | 730 | 492 | 206.7% | $5.62万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $8.36万 | 0.01% | 478 | 5 | 1.1% | $874 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $8.39万 | 0.01% | 939 | -39 | -4.0% | -$3,487 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $8.40万 | 0.01% | 345 | -1 | -0.3% | -$244 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $8.46万 | 0.01% | 264 | -9 | -3.3% | -$2,884 | 减仓 |
| GGUS | MARKETBETA RUSSELL 1000 GROWTH EQUITY ETF | $8.54万 | 0.01% | 1,297 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $8.54万 | 0.01% | 1,045 | 236 | 29.2% | $1.93万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $8.57万 | 0.01% | 181 | -9 | -4.7% | -$4,262 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $8.61万 | 0.01% | 463 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD SPONSORD ADS | $8.73万 | 0.01% | 832 | 1 | 0.1% | $105 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $8.73万 | 0.01% | 868 | 276 | 46.6% | $2.78万 | 加仓 |