Cornerstone Planning Group LLC
FAIRFIELD NJ · SEC CIK 0001822587
$7.52亿2026Q1 申报市值
1,818持仓数
52.6%前十大占比 · 第一大 10.8%
188 / 97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
QQQM 加仓+$864.53万
FENI 加仓+$608.63万
IVV 加仓+$466.50万
SCHG 加仓+$429.06万
BIV 加仓+$415.30万
2026Q1 卖出最多 按季末市值估算
SCHD 减仓-$454.75万
OEF 减仓-$392.67万
HEDJ 减仓-$177.08万
QQQ 减仓-$144.36万
BND 减仓-$114.57万
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 |
|---|---|---|---|---|---|---|---|---|
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $11.24万 | 0.01% | 4,118 | 3,366 | 447.6% | $9.19万 | 加仓 |
| RTX | RTX CORPORATION COM | $11.24万 | 0.01% | 651 | 104 | 19.0% | $1.80万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $11.32万 | 0.02% | 488 | -4 | -0.8% | -$928 | 减仓 |
| — | THOMSON REUTERS CORP COM | $11.34万 | 0.02% | 1,188 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $11.61万 | 0.02% | 614 | 142 | 30.1% | $2.68万 | 加仓 |
| CMI | CUMMINS INC COM | $11.68万 | 0.02% | 174 | 76 | 77.6% | $5.10万 | 加仓 |
| LCTD | ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $11.77万 | 0.02% | 2,040 | 2,017 | 8,769.6% | $11.64万 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $11.81万 | 0.02% | 1,022 | -38 | -3.6% | -$4,392 | 减仓 |
| DWAS | INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF | $11.90万 | 0.02% | 1,033 | -3,635 | -77.9% | -$41.89万 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $11.93万 | 0.02% | 282 | 1 | 0.4% | $423 | 加仓 |
| PEP | PEPSICO INC COM | $12.00万 | 0.02% | 774 | 230 | 42.3% | $3.57万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $12.02万 | 0.02% | 436 | 108 | 32.9% | $2.98万 | 加仓 |
| ES | EVERSOURCE ENERGY COM | $12.18万 | 0.02% | 1,768 | 26 | 1.5% | $1,791 | 加仓 |
| COP | CONOCOPHILLIPS COM | $12.41万 | 0.02% | 1,006 | 88 | 9.6% | $1.09万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $12.59万 | 0.02% | 4,759 | 1,450 | 43.8% | $3.84万 | 加仓 |
| C | CITIGROUP INC COM NEW | $12.62万 | 0.02% | 986 | 223 | 29.2% | $2.85万 | 加仓 |
| VAW | VANGUARD MATERIALS ETF | $12.62万 | 0.02% | 545 | 3 | 0.6% | $695 | 加仓 |
| PFE | PFIZER INC COM | $12.73万 | 0.02% | 4,813 | 467 | 10.7% | $1.24万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $12.74万 | 0.02% | 955 | 96 | 11.2% | $1.28万 | 加仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $12.87万 | 0.02% | 1,738 | 1,215 | 232.3% | $9.00万 | 加仓 |
| MSTR | STRATEGY INC CL A NEW | $12.90万 | 0.02% | 690 | 426 | 161.4% | $7.96万 | 加仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $13.20万 | 0.02% | 1,383 | -7,830 | -85.0% | -$74.74万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $13.23万 | 0.02% | 739 | -23 | -3.0% | -$4,117 | 减仓 |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $13.28万 | 0.02% | 1,139 | 647 | 131.5% | $7.54万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $13.46万 | 0.02% | 155 | 3 | 2.0% | $2,604 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $13.49万 | 0.02% | 2,591 | 482 | 22.9% | $2.51万 | 加仓 |
| TJX | TJX COS INC NEW COM | $13.88万 | 0.02% | 896 | 130 | 17.0% | $2.01万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $14.15万 | 0.02% | 1,772 | 100 | 6.0% | $7,988 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $14.21万 | 0.02% | 352 | 38 | 12.1% | $1.53万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $14.24万 | 0.02% | 1,488 | -196 | -11.6% | -$1.88万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $14.33万 | 0.02% | 156 | 36 | 30.0% | $3.31万 | 加仓 |
| BLK | BLACKROCK INC COM | $14.43万 | 0.02% | 138 | 9 | 7.0% | $9,413 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $14.52万 | 0.02% | 789 | 49 | 6.6% | $9,015 | 加仓 |
| — | ISHARES ETHEREUM TRUST ETF | $14.68万 | 0.02% | 8,202 | 2,771 | 51.0% | $4.96万 | 加仓 |
| ETN | EATON CORP PLC SHS | $15.12万 | 0.02% | 368 | 34 | 10.2% | $1.40万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $15.21万 | 0.02% | 665 | -12 | -1.8% | -$2,744 | 减仓 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $15.23万 | 0.02% | 3,354 | 2,856 | 573.5% | $12.97万 | 加仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $15.25万 | 0.02% | 1,404 | -360 | -20.4% | -$3.91万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $15.38万 | 0.02% | 375 | 63 | 20.2% | $2.58万 | 加仓 |
| MCD | MCDONALDS CORP COM | $15.63万 | 0.02% | 549 | 129 | 30.7% | $3.67万 | 加仓 |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF | $15.80万 | 0.02% | 3,479 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $15.97万 | 0.02% | 499 | 23 | 4.8% | $7,362 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $16.01万 | 0.02% | 1,509 | 818 | 118.4% | $8.68万 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $16.05万 | 0.02% | 449 | -10,986 | -96.1% | -$392.67万 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $16.15万 | 0.02% | 2,046 | 5 | 0.2% | $395 | 加仓 |
| FDEC | FT VEST US EQUITY BUFFER ETF - DECEMBER | $16.18万 | 0.02% | 3,038 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB 1000 INDEX ETF | $16.26万 | 0.02% | 4,665 | 4,665 | — | $16.26万 | 新建仓 |
| ORCL | ORACLE CORP COM | $16.45万 | 0.02% | 888 | 158 | 21.6% | $2.93万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $16.82万 | 0.02% | 587 | 87 | 17.4% | $2.49万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $16.96万 | 0.02% | 3,192 | 301 | 10.4% | $1.60万 | 加仓 |
| PLD | PROLOGIS INC. COM | $17.06万 | 0.02% | 1,217 | 64 | 5.6% | $8,972 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $17.11万 | 0.02% | 2,106 | -114 | -5.1% | -$9,262 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $17.15万 | 0.02% | 3,325 | 64 | 2.0% | $3,301 | 加仓 |
| FWD | AB DISRUPTORS ETF | $17.27万 | 0.02% | 1,324 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $18.22万 | 0.02% | 1,929 | 29 | 1.5% | $2,739 | 加仓 |
| ISMD | INSPIRE SMALL/MID CAP ETF | $18.86万 | 0.03% | 4,189 | 12 | 0.3% | $540 | 加仓 |
| MO | ALTRIA GROUP INC COM | $19.06万 | 0.03% | 2,619 | 143 | 5.8% | $1.04万 | 加仓 |
| KO | COCA COLA CO COM | $19.51万 | 0.03% | 2,487 | 364 | 17.1% | $2.86万 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $19.86万 | 0.03% | 7,415 | 5,213 | 236.7% | $13.96万 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $20.20万 | 0.03% | 964 | 47 | 5.1% | $9,847 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $20.24万 | 0.03% | 1,051 | 121 | 13.0% | $2.33万 | 加仓 |
| GCOR | GOLDMAN SACHS ACCESS U.S. AGGREGATE BOND ETF | $20.27万 | 0.03% | 4,936 | 4,936 | — | $20.27万 | 新建仓 |
| FNB | F N B CORP COM | $20.39万 | 0.03% | 11,390 | 71 | 0.6% | $1,271 | 加仓 |
| DIS | DISNEY WALT CO COM | $20.74万 | 0.03% | 2,065 | 359 | 21.0% | $3.61万 | 加仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $20.96万 | 0.03% | 2,602 | 2,602 | — | $20.96万 | 新建仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $21.14万 | 0.03% | 1,531 | 1,531 | — | $21.14万 | 新建仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $21.35万 | 0.03% | 2,914 | 698 | 31.5% | $5.11万 | 加仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $21.86万 | 0.03% | 880 | 11 | 1.3% | $2,733 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $22.20万 | 0.03% | 447 | 20 | 4.7% | $9,933 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $22.49万 | 0.03% | 4,336 | 66 | 1.5% | $3,423 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $22.63万 | 0.03% | 223 | 34 | 18.0% | $3.45万 | 加仓 |
| — | VIRTUS SEIX SENIOR LOAN ETF | $22.79万 | 0.03% | 9,796 | -18,568 | -65.5% | -$43.20万 | 减仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $23.38万 | 0.03% | 6,999 | -1,782 | -20.3% | -$5.95万 | 减仓 |
| CSCO | CISCO SYS INC COM | $23.39万 | 0.03% | 2,481 | 314 | 14.5% | $2.96万 | 加仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $23.67万 | 0.03% | 7,724 | -4 | -0.1% | -$123 | 减仓 |
| SO | SOUTHERN CO COM | $24.24万 | 0.03% | 2,528 | 66 | 2.7% | $6,329 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $24.38万 | 0.03% | 1,472 | 34 | 2.4% | $5,631 | 加仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $24.57万 | 0.03% | 5,449 | 5,449 | — | $24.57万 | 新建仓 |
| AMP | AMERIPRISE FINL INC COM | $24.77万 | 0.03% | 522 | -19 | -3.5% | -$9,016 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $24.80万 | 0.03% | 682 | 45 | 7.1% | $1.64万 | 加仓 |
| EVUS | ISHARES ESG AWARE MSCI USA VALUE ETF | $25.07万 | 0.03% | 7,295 | 7,194 | 7,122.8% | $24.72万 | 加仓 |
| NFLX | NETFLIX INC. COM | $25.60万 | 0.03% | 2,913 | 606 | 26.3% | $5.33万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $25.61万 | 0.03% | 1,323 | -445 | -25.2% | -$8.62万 | 减仓 |
| GEV | GE VERNOVA INC COM | $25.64万 | 0.03% | 235 | 31 | 15.2% | $3.38万 | 加仓 |
| TXT | TEXTRON INC COM | $25.66万 | 0.03% | 2,801 | 2,697 | 2,593.3% | $24.70万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $25.70万 | 0.03% | 3,509 | -15,646 | -81.7% | -$114.57万 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $25.72万 | 0.03% | 2,745 | 2,088 | 317.8% | $19.56万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $25.83万 | 0.03% | 179 | 21 | 13.3% | $3.03万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $25.88万 | 0.03% | 5,466 | 1,087 | 24.8% | $5.15万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $26.04万 | 0.03% | 1,666 | 382 | 29.8% | $5.97万 | 加仓 |
| BIDD | ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF | $26.55万 | 0.04% | 8,651 | 2,014 | 30.3% | $6.18万 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $26.85万 | 0.04% | 730 | -65 | -8.2% | -$2.39万 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $27.22万 | 0.04% | 1,264 | -3,203 | -71.7% | -$68.97万 | 减仓 |
| HD | HOME DEPOT INC COM | $27.62万 | 0.04% | 876 | 50 | 6.1% | $1.58万 | 加仓 |
| FXZ | FIRST TRUST MATERIALS ALPHADEX FUND | $28.11万 | 0.04% | 3,484 | -721 | -17.1% | -$5.82万 | 减仓 |
| FITB | FIFTH THIRD BANCORP COM | $28.17万 | 0.04% | 5,600 | 147 | 2.7% | $7,394 | 加仓 |
| CI | THE CIGNA GROUP COM | $28.41万 | 0.04% | 1,031 | 31 | 3.1% | $8,541 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $28.41万 | 0.04% | 5,667 | 3,683 | 185.6% | $18.47万 | 加仓 |
| INTC | INTEL CORP COM | $29.15万 | 0.04% | 2,695 | 1,420 | 111.4% | $15.36万 | 加仓 |
| USMC | PRINCIPAL U.S. MEGA-CAP ETF | $30.17万 | 0.04% | 4,251 | -3,764 | -47.0% | -$26.72万 | 减仓 |