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 |
|---|---|---|---|---|---|---|---|---|
| QCOM | QUALCOMM INC COM | $8.85万 | 0.01% | 504 | 211 | 72.0% | $3.70万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $9.00万 | 0.01% | 1,099 | 161 | 17.2% | $1.32万 | 加仓 |
| ONEY | STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF | $9.05万 | 0.01% | 692 | 4 | 0.6% | $523 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $9.06万 | 0.01% | 947 | -94 | -9.0% | -$8,993 | 减仓 |
| BNY | BANK OF NY MELLON CORP COM | $9.11万 | 0.01% | 568 | -18 | -3.1% | -$2,887 | 减仓 |
| FA | FIRST ADVANTAGE CORP NEW COM | $9.11万 | 0.01% | 4,566 | 0 | 0.0% | — | 不变 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $9.13万 | 0.01% | 965 | -23 | -2.3% | -$2,175 | 减仓 |
| PEY | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | $9.13万 | 0.01% | 3,745 | 27 | 0.7% | $658 | 加仓 |
| PEP | PEPSICO INC COM | $9.35万 | 0.01% | 689 | -85 | -11.0% | -$1.15万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $9.49万 | 0.01% | 595 | 82 | 16.0% | $1.31万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $9.51万 | 0.01% | 2,926 | 138 | 4.9% | $4,484 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $9.55万 | 0.01% | 718 | 5 | 0.7% | $665 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $9.56万 | 0.01% | 3,280 | 2,322 | 242.4% | $6.77万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $9.60万 | 0.01% | 825 | 60 | 7.8% | $6,981 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $9.61万 | 0.01% | 686 | 10 | 1.5% | $1,400 | 加仓 |
| ORCL | ORACLE CORP COM | $9.71万 | 0.01% | 771 | -117 | -13.2% | -$1.47万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $9.73万 | 0.01% | 3,307 | 178 | 5.7% | $5,240 | 加仓 |
| FIVA | FIDELITY INTERNATIONAL VALUE FACTOR ETF | $9.78万 | 0.01% | 2,515 | 865 | 52.4% | $3.36万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $9.81万 | 0.01% | 4,172 | -587 | -12.3% | -$1.38万 | 减仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $9.82万 | 0.01% | 900 | -122 | -11.9% | -$1.33万 | 减仓 |
| GIGB | GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF | $9.85万 | 0.01% | 2,185 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC COM | $9.86万 | 0.01% | 1,032 | -8 | -0.8% | -$764 | 减仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $10.09万 | 0.01% | 913 | 12 | 1.3% | $1,326 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $10.33万 | 0.01% | 1,094 | -1,651 | -60.1% | -$15.58万 | 减仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $10.33万 | 0.01% | 968 | -436 | -31.1% | -$4.65万 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $10.49万 | 0.01% | 1,398 | 102 | 7.9% | $7,655 | 加仓 |
| TRI | THOMSON REUTERS CORP COM | $10.54万 | 0.01% | 1,207 | 19 | 1.6% | $1,659 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $10.67万 | 0.01% | 990 | 111 | 12.6% | $1.20万 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $10.73万 | 0.01% | 1,222 | 7 | 0.6% | $614 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $10.74万 | 0.01% | 118 | -6 | -4.8% | -$5,462 | 减仓 |
| DTD | WISDOMTREE U.S. TOTAL DIVIDEND FUND | $10.77万 | 0.01% | 1,132 | 3 | 0.3% | $285 | 加仓 |
| CMI | CUMMINS INC COM | $10.78万 | 0.01% | 163 | -11 | -6.3% | -$7,274 | 减仓 |
| GEM | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF | $10.82万 | 0.01% | 2,179 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $10.86万 | 0.01% | 447 | 115 | 34.6% | $2.80万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $10.91万 | 0.01% | 207 | -32 | -13.4% | -$1.69万 | 减仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $10.96万 | 0.01% | 3,865 | -16,725 | -81.2% | -$47.42万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $11.07万 | 0.01% | 932 | -74 | -7.4% | -$8,789 | 减仓 |
| CSX | CSX CORP COM | $11.14万 | 0.01% | 2,231 | -120 | -5.1% | -$5,992 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $11.16万 | 0.01% | 299 | -14 | -4.5% | -$5,226 | 减仓 |
| PFE | PFIZER INC COM | $11.28万 | 0.01% | 4,546 | -267 | -5.5% | -$6,627 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $11.42万 | 0.01% | 1,624 | 155 | 10.6% | $1.09万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $11.45万 | 0.01% | 482 | -183 | -27.5% | -$4.35万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $11.46万 | 0.01% | 470 | -18 | -3.7% | -$4,389 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $11.51万 | 0.01% | 883 | -72 | -7.5% | -$9,382 | 减仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $11.77万 | 0.01% | 1,440 | -7,050 | -83.0% | -$57.61万 | 减仓 |
| KLAC | KLA CORP COM NEW | $11.79万 | 0.01% | 549 | -51 | -8.5% | -$1.10万 | 减仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $11.81万 | 0.01% | 4,755 | 4,755 | — | $11.81万 | 新建仓 |
| TXN | TEXAS INSTRS INC COM | $11.86万 | 0.01% | 403 | 55 | 15.8% | $1.62万 | 加仓 |
| NOW | SERVICENOW INC COM | $11.88万 | 0.01% | 1,244 | 533 | 75.0% | $5.09万 | 加仓 |
| APH | AMPHENOL CORP CL A | $11.90万 | 0.01% | 756 | 0 | 0.0% | — | 不变 |
| LCTD | ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $12.09万 | 0.02% | 2,079 | 39 | 1.9% | $2,267 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $12.10万 | 0.02% | 642 | 501 | 355.3% | $9.44万 | 加仓 |
| DWAS | INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF | $12.15万 | 0.02% | 1,033 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $12.17万 | 0.02% | 2,279 | -312 | -12.0% | -$1.67万 | 减仓 |
| VAW | VANGUARD MATERIALS ETF | $12.34万 | 0.02% | 546 | 1 | 0.2% | $226 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $12.45万 | 0.02% | 1,047 | -8 | -0.8% | -$951 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $12.69万 | 0.02% | 296 | 14 | 5.0% | $6,004 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $12.74万 | 0.02% | 329 | -23 | -6.5% | -$8,906 | 减仓 |
| MCD | MCDONALDS CORP COM | $12.80万 | 0.02% | 485 | -64 | -11.7% | -$1.69万 | 减仓 |
| TJX | TJX COS INC NEW COM | $12.86万 | 0.02% | 828 | -68 | -7.6% | -$1.06万 | 减仓 |
| RTX | RTX CORPORATION COM | $12.90万 | 0.02% | 662 | 11 | 1.7% | $2,143 | 加仓 |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $12.93万 | 0.02% | 1,100 | -39 | -3.4% | -$4,583 | 减仓 |
| C | CITIGROUP INC COM NEW | $13.07万 | 0.02% | 988 | 2 | 0.2% | $265 | 加仓 |
| ES | EVERSOURCE ENERGY COM | $13.18万 | 0.02% | 1,771 | 3 | 0.2% | $223 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $13.42万 | 0.02% | 958 | 219 | 29.6% | $3.07万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $13.69万 | 0.02% | 498 | -1 | -0.2% | -$275 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $13.82万 | 0.02% | 433 | -3 | -0.7% | -$957 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $13.82万 | 0.02% | 142 | -13 | -8.4% | -$1.27万 | 减仓 |
| BLK | BLACKROCK INC COM | $13.95万 | 0.02% | 132 | -6 | -4.3% | -$6,339 | 减仓 |
| WFC | WELLS FARGO & CO COM | $14.66万 | 0.02% | 1,696 | -76 | -4.3% | -$6,568 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $14.71万 | 0.02% | 1,486 | -2 | -0.1% | -$198 | 减仓 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $15.14万 | 0.02% | 3,358 | 4 | 0.1% | $180 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $15.39万 | 0.02% | 704 | 90 | 14.7% | $1.97万 | 加仓 |
| ETN | EATON CORP PLC SHS | $15.67万 | 0.02% | 385 | 17 | 4.6% | $6,917 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $15.68万 | 0.02% | 1,497 | -12 | -0.8% | -$1,257 | 减仓 |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF | $15.88万 | 0.02% | 3,479 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $16.25万 | 0.02% | 2,371 | -542 | -18.6% | -$3.71万 | 减仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $16.36万 | 0.02% | 1,615 | 930 | 135.8% | $9.42万 | 加仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $16.51万 | 0.02% | 2,187 | 449 | 25.8% | $3.39万 | 加仓 |
| FDEC | FT VEST US EQUITY BUFFER ETF - DECEMBER | $16.62万 | 0.02% | 3,038 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB US TIPS ETF | $16.67万 | 0.02% | 6,376 | -1,039 | -14.0% | -$2.72万 | 减仓 |
| — | ISHARES ETHEREUM TRUST ETF | $16.78万 | 0.02% | 11,555 | 3,353 | 40.9% | $4.87万 | 加仓 |
| SCHK | SCHWAB 1000 INDEX ETF | $16.85万 | 0.02% | 4,677 | 12 | 0.3% | $432 | 加仓 |
| DIS | DISNEY WALT CO COM | $17.04万 | 0.02% | 1,778 | -287 | -13.9% | -$2.75万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $17.04万 | 0.02% | 155 | -1 | -0.6% | -$1,100 | 减仓 |
| PLD | PROLOGIS INC. COM | $17.28万 | 0.02% | 1,194 | -23 | -1.9% | -$3,329 | 减仓 |
| FWD | AB DISRUPTORS ETF | $17.41万 | 0.02% | 1,324 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $17.42万 | 0.02% | 188 | -35 | -15.7% | -$3.24万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $18.32万 | 0.02% | 4,243 | -93 | -2.1% | -$4,016 | 减仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $18.39万 | 0.02% | 5,552 | -1,447 | -20.7% | -$4.79万 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $18.41万 | 0.02% | 2,344 | 298 | 14.6% | $2.34万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $18.56万 | 0.02% | 2,246 | 140 | 6.6% | $1.16万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $18.94万 | 0.02% | 2,211 | -11,415 | -83.8% | -$97.80万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $19.04万 | 0.02% | 987 | -64 | -6.1% | -$1.23万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $19.05万 | 0.02% | 2,640 | 21 | 0.8% | $1,516 | 加仓 |
| BAC | BANK OF AMER CORP COM | $19.36万 | 0.02% | 3,143 | -49 | -1.5% | -$3,019 | 减仓 |
| GCOR | GOLDMAN SACHS ACCESS U.S. AGGREGATE BOND ETF | $20.04万 | 0.03% | 4,936 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $20.12万 | 0.03% | 3,590 | 265 | 8.0% | $1.49万 | 加仓 |
| ISMD | INSPIRE SMALL/MID CAP ETF | $20.76万 | 0.03% | 4,207 | 18 | 0.4% | $888 | 加仓 |
| KO | COCA COLA CO COM | $20.82万 | 0.03% | 2,533 | 46 | 1.8% | $3,780 | 加仓 |