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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC COM | $30.23万 | 0.04% | 851 | 85 | 11.1% | $3.02万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $30.25万 | 0.04% | 767 | 48 | 6.7% | $1.89万 | 加仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $30.50万 | 0.04% | 6,448 | 6,448 | — | $30.50万 | 新建仓 |
| CAT | CATERPILLAR INC COM | $30.96万 | 0.04% | 343 | 58 | 20.4% | $5.24万 | 加仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $32.42万 | 0.04% | 4,751 | 172 | 3.8% | $1.17万 | 加仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $32.57万 | 0.04% | 6,645 | 2,779 | 71.9% | $13.62万 | 加仓 |
| MRK | MERCK & CO INC COM | $33.71万 | 0.04% | 2,980 | 295 | 11.0% | $3.34万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LP | $33.92万 | 0.05% | 4,867 | -90 | -1.8% | -$6,273 | 减仓 |
| ABBV | ABBVIE INC COM | $34.06万 | 0.05% | 1,653 | 16 | 1.0% | $3,297 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $34.17万 | 0.05% | 534 | 99 | 22.8% | $6.33万 | 加仓 |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | $34.27万 | 0.05% | 11,772 | -1,624 | -12.1% | -$4.73万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $34.76万 | 0.05% | 3,545 | 3,087 | 674.0% | $30.27万 | 加仓 |
| WMT | WALMART INC COM | $36.06万 | 0.05% | 2,758 | 419 | 17.9% | $5.48万 | 加仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $37.00万 | 0.05% | 7,082 | 6,977 | 6,644.8% | $36.45万 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $37.01万 | 0.05% | 3,671 | 1,609 | 78.0% | $16.22万 | 加仓 |
| V | VISA INC COM CL A | $37.22万 | 0.05% | 1,156 | 28 | 2.5% | $9,015 | 加仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $37.85万 | 0.05% | 3,594 | 1 | 0.0% | $105 | 加仓 |
| SRE | SEMPRA COM | $38.17万 | 0.05% | 4,045 | 58 | 1.5% | $5,473 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $38.51万 | 0.05% | 2,658 | 237 | 9.8% | $3.43万 | 加仓 |
| PSN | PARSONS CORP DEL COM | $38.78万 | 0.05% | 7,788 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $40.09万 | 0.05% | 15,480 | 1,062 | 7.4% | $2.75万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $41.06万 | 0.05% | 1,791 | 1 | 0.1% | $229 | 加仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $41.69万 | 0.06% | 8,931 | 1,086 | 13.8% | $5.07万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $41.90万 | 0.06% | 2,473 | 97 | 4.1% | $1.64万 | 加仓 |
| LLY | ELI LILLY & CO COM | $43.26万 | 0.06% | 438 | 57 | 15.0% | $5.63万 | 加仓 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $44.25万 | 0.06% | 6,954 | 6,490 | 1,398.7% | $41.29万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $45.12万 | 0.06% | 16,932 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $45.86万 | 0.06% | 2,003 | 742 | 58.8% | $16.99万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $47.03万 | 0.06% | 16,831 | -60 | -0.4% | -$1,676 | 减仓 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $47.04万 | 0.06% | 20,386 | 20,120 | 7,563.9% | $46.43万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $52.95万 | 0.07% | 5,362 | 2,617 | 95.3% | $25.84万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $55.44万 | 0.07% | 1,191 | 297 | 33.2% | $13.83万 | 加仓 |
| SYSB | ISHARES SYSTEMATIC BOND ETF | $56.05万 | 0.07% | 6,337 | 1,493 | 30.8% | $13.21万 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $56.09万 | 0.07% | 4,120 | 3,933 | 2,103.2% | $53.54万 | 加仓 |
| HEDJ | WISDOMTREE EUROPE HEDGED EQUITY FUND | $56.49万 | 0.08% | 10,341 | -32,414 | -75.8% | -$177.08万 | 减仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $57.69万 | 0.08% | 1,415 | 1,183 | 509.9% | $48.23万 | 加仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $63.00万 | 0.08% | 9,274 | 2,923 | 46.0% | $19.86万 | 加仓 |
| GSUS | GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF | $64.50万 | 0.09% | 6,463 | 6,463 | — | $64.50万 | 新建仓 |
| LIN | LINDE PLC SHS | $64.68万 | 0.09% | 1,293 | 59 | 4.8% | $2.95万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $65.45万 | 0.09% | 11,027 | -276 | -2.4% | -$1.64万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $66.62万 | 0.09% | 10,465 | -641 | -5.8% | -$4.08万 | 减仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $67.14万 | 0.09% | 4,257 | 3,797 | 825.4% | $59.88万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $68.84万 | 0.09% | 1,929 | 1,067 | 123.8% | $38.08万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $69.79万 | 0.09% | 5,054 | -388 | -7.1% | -$5.36万 | 减仓 |
| — | EXXON MOBIL CORP COM | $70.80万 | 0.09% | 4,572 | 297 | 6.9% | $4.60万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $71.58万 | 0.10% | 1,811 | 77 | 4.4% | $3.04万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $72.29万 | 0.10% | 9,269 | -1,112 | -10.7% | -$8.67万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $72.75万 | 0.10% | 15,720 | 7,831 | 99.3% | $36.24万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $75.41万 | 0.10% | 5,485 | 5,128 | 1,436.4% | $70.50万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $78.76万 | 0.10% | 16,446 | 1,148 | 7.5% | $5.50万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $79.22万 | 0.11% | 8,789 | 8,720 | 12,637.7% | $78.59万 | 加仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $80.54万 | 0.11% | 9,118 | 9,118 | — | $80.54万 | 新建仓 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $81.12万 | 0.11% | 10,509 | 10,359 | 6,906.0% | $79.96万 | 加仓 |
| MCO | MOODYS CORP COM | $82.01万 | 0.11% | 1,805 | 19 | 1.1% | $8,633 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $82.62万 | 0.11% | 3,664 | 213 | 6.2% | $4.80万 | 加仓 |
| — | VANECK ENERGY INCOME ETF | $89.11万 | 0.12% | 7,419 | 7,419 | — | $89.11万 | 新建仓 |
| CLSE | CONVERGENCE LONG/SHORT EQUITY ETF | $93.31万 | 0.12% | 29,197 | 29,197 | — | $93.31万 | 新建仓 |
| VUG | VANGUARD GROWTH ETF | $99.20万 | 0.13% | 2,271 | 2,007 | 760.2% | $87.66万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $101.53万 | 0.13% | 11,849 | -12,338 | -51.0% | -$105.72万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $102.89万 | 0.14% | 12,905 | 1,125 | 9.6% | $8.97万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $107.36万 | 0.14% | 18,060 | -585 | -3.1% | -$3.48万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $108.68万 | 0.14% | 1,502 | 110 | 7.9% | $7.96万 | 加仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $109.34万 | 0.15% | 5,651 | 5,651 | — | $109.34万 | 新建仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $109.42万 | 0.15% | 18,624 | 17,808 | 2,182.4% | $104.62万 | 加仓 |
| TSLA | TESLA INC COM | $109.49万 | 0.15% | 2,812 | 148 | 5.6% | $5.76万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $111.47万 | 0.15% | 13,086 | 10,424 | 391.6% | $88.80万 | 加仓 |
| META | META PLATFORMS INC CL A | $115.63万 | 0.15% | 1,912 | 130 | 7.3% | $7.86万 | 加仓 |
| JCPI | JPMORGAN INFLATION MANAGED BOND ETF | $115.81万 | 0.15% | 23,820 | 23,820 | — | $115.81万 | 新建仓 |
| MET | METLIFE INC COM | $122.93万 | 0.16% | 15,385 | 14,219 | 1,219.5% | $113.61万 | 加仓 |
| AVGO | BROADCOM INC COM | $125.41万 | 0.17% | 2,935 | 353 | 13.7% | $15.08万 | 加仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $126.22万 | 0.17% | 13,272 | 1,138 | 9.4% | $10.82万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $128.82万 | 0.17% | 3,353 | 350 | 11.7% | $13.45万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $135.33万 | 0.18% | 6,257 | 829 | 15.3% | $17.93万 | 加仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $139.99万 | 0.19% | 23,532 | 14,074 | 148.8% | $83.73万 | 加仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $140.10万 | 0.19% | 31,719 | -1,028 | -3.1% | -$4.54万 | 减仓 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $159.47万 | 0.21% | 33,196 | 0 | 0.0% | — | 不变 |
| LMUB | ISHARES LONG-TERM NATIONAL MUNI BOND ETF | $168.41万 | 0.22% | 33,337 | 33,337 | — | $168.41万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO COM | $172.28万 | 0.23% | 5,453 | 114 | 2.1% | $3.60万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $182.73万 | 0.24% | 434 | 423 | 3,845.5% | $178.10万 | 加仓 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $184.39万 | 0.25% | 55,505 | 55,505 | — | $184.39万 | 新建仓 |
| ILOW | AB INTERNATIONAL LOW VOLATILITY EQUITY ETF | $191.43万 | 0.25% | 42,922 | 1 | 0.0% | $45 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $196.68万 | 0.26% | 6,988 | 6 | 0.1% | $1,689 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $197.73万 | 0.26% | 5,091 | 865 | 20.5% | $33.60万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $220.12万 | 0.29% | 5,351 | 484 | 9.9% | $19.91万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $222.89万 | 0.30% | 42,781 | 185 | 0.4% | $9,638 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $227.63万 | 0.30% | 7,358 | 266 | 3.8% | $8.23万 | 加仓 |
| FEMS | FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND | $231.23万 | 0.31% | 47,905 | -4,591 | -8.7% | -$22.16万 | 减仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $234.43万 | 0.31% | 47,008 | 12,582 | 36.5% | $62.75万 | 加仓 |
| GLD | SPDR GOLD SHARES | $236.91万 | 0.31% | 5,664 | 3,161 | 126.3% | $132.22万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $239.73万 | 0.32% | 19,910 | 3,087 | 18.3% | $37.17万 | 加仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $258.08万 | 0.34% | 53,290 | 53,290 | — | $258.08万 | 新建仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $261.02万 | 0.35% | 82,366 | -143,501 | -63.5% | -$454.75万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $276.42万 | 0.37% | 25,890 | 5,035 | 24.1% | $53.76万 | 加仓 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $281.31万 | 0.37% | 104,094 | -2,843 | -2.7% | -$7.68万 | 减仓 |
| IDEQ | LAZARD INTERNATIONAL DYNAMIC EQUITY ETF | $287.45万 | 0.38% | 83,902 | 83,902 | — | $287.45万 | 新建仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $306.28万 | 0.41% | 10,522 | 3,256 | 44.8% | $94.78万 | 加仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $329.38万 | 0.44% | 79,733 | 22,091 | 38.3% | $91.26万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $347.78万 | 0.46% | 5,228 | -197 | -3.6% | -$13.10万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $353.83万 | 0.47% | 17,053 | 4,315 | 33.9% | $89.53万 | 加仓 |
| MBB | ISHARES MBS ETF | $365.22万 | 0.49% | 38,726 | 8,860 | 29.7% | $83.56万 | 加仓 |