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 |
|---|---|---|---|---|---|---|---|---|
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $21.47万 | 0.03% | 967 | 3 | 0.3% | $666 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $21.48万 | 0.03% | 4,850 | -616 | -11.3% | -$2.73万 | 减仓 |
| FNB | F N B CORP COM | $21.63万 | 0.03% | 11,469 | 79 | 0.7% | $1,490 | 加仓 |
| GE | GE AEROSPACE COM NEW | $21.79万 | 0.03% | 639 | 52 | 8.9% | $1.77万 | 加仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $21.80万 | 0.03% | 1,531 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $22.29万 | 0.03% | 2,316 | 387 | 20.1% | $3.72万 | 加仓 |
| GEV | GE VERNOVA INC COM | $22.47万 | 0.03% | 228 | -7 | -3.0% | -$6,899 | 减仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $22.91万 | 0.03% | 877 | -3 | -0.3% | -$784 | 减仓 |
| — | VIRTUS SEIX SENIOR LOAN ETF | $23.16万 | 0.03% | 10,001 | 205 | 2.1% | $4,748 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $23.18万 | 0.03% | 418 | 43 | 11.5% | $2.38万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $23.19万 | 0.03% | 436 | -11 | -2.5% | -$5,851 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $23.22万 | 0.03% | 3,068 | 154 | 5.3% | $1.17万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $23.95万 | 0.03% | 1,181 | -142 | -10.7% | -$2.88万 | 减仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $23.99万 | 0.03% | 2,873 | 271 | 10.4% | $2.26万 | 加仓 |
| SO | SOUTHERN CO COM | $24.04万 | 0.03% | 2,509 | -19 | -0.8% | -$1,820 | 减仓 |
| FXZ | FIRST TRUST MATERIALS ALPHADEX FUND | $24.47万 | 0.03% | 3,116 | -368 | -10.6% | -$2.89万 | 减仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $25.21万 | 0.03% | 5,449 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC COM | $25.77万 | 0.03% | 2,810 | 9 | 0.3% | $825 | 加仓 |
| CSCO | CISCO SYS INC COM | $25.96万 | 0.03% | 2,314 | -167 | -6.7% | -$1.87万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $26.08万 | 0.03% | 5,235 | -432 | -7.6% | -$2.15万 | 减仓 |
| BIDD | ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF | $26.92万 | 0.03% | 9,050 | 399 | 4.6% | $1.19万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $26.94万 | 0.03% | 1,494 | 22 | 1.5% | $3,966 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $27.06万 | 0.03% | 1,674 | 8 | 0.5% | $1,293 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $27.12万 | 0.03% | 515 | -7 | -1.3% | -$3,686 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $27.17万 | 0.03% | 1,175 | -89 | -7.0% | -$2.06万 | 减仓 |
| FITB | FIFTH THIRD BANCORP COM | $27.38万 | 0.03% | 4,748 | -852 | -15.2% | -$4.91万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $27.39万 | 0.03% | 817 | 28 | 3.5% | $9,388 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $27.46万 | 0.03% | 730 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG NAMEN AKT | $27.49万 | 0.03% | 7,724 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $27.64万 | 0.03% | 2,528 | -230 | -8.3% | -$2.51万 | 减仓 |
| CAT | CATERPILLAR INC COM | $27.70万 | 0.03% | 311 | -32 | -9.3% | -$2.85万 | 减仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $28.51万 | 0.04% | 5,731 | -41,277 | -87.8% | -$205.36万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $28.58万 | 0.04% | 663 | -19 | -2.8% | -$8,190 | 减仓 |
| EVUS | ISHARES ESG AWARE MSCI USA VALUE ETF | $28.70万 | 0.04% | 8,068 | 773 | 10.6% | $2.75万 | 加仓 |
| CI | THE CIGNA GROUP COM | $29.45万 | 0.04% | 1,034 | 3 | 0.3% | $854 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $29.70万 | 0.04% | 705 | -62 | -8.1% | -$2.61万 | 减仓 |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | $31.02万 | 0.04% | 10,719 | -1,053 | -8.9% | -$3.05万 | 减仓 |
| HD | HOME DEPOT INC COM | $31.13万 | 0.04% | 939 | 63 | 7.2% | $2.09万 | 加仓 |
| USMC | PRINCIPAL U.S. MEGA-CAP ETF | $31.27万 | 0.04% | 4,203 | -48 | -1.1% | -$3,571 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $32.07万 | 0.04% | 178 | -1 | -0.6% | -$1,802 | 减仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $33.97万 | 0.04% | 5,095 | 344 | 7.2% | $2.29万 | 加仓 |
| INTC | INTEL CORP COM | $34.18万 | 0.04% | 3,331 | 636 | 23.6% | $6.53万 | 加仓 |
| T | AT&T INC COM | $34.34万 | 0.04% | 14,906 | -574 | -3.7% | -$1.32万 | 减仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $35.13万 | 0.04% | 6,742 | -340 | -4.8% | -$1.77万 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $35.16万 | 0.04% | 3,402 | -269 | -7.3% | -$2.78万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LP | $36.58万 | 0.05% | 4,816 | -51 | -1.0% | -$3,874 | 减仓 |
| SRE | SEMPRA COM | $37.47万 | 0.05% | 4,027 | -18 | -0.4% | -$1,675 | 减仓 |
| MRK | MERCK & CO INC COM | $38.67万 | 0.05% | 3,033 | 53 | 1.8% | $6,757 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $39.91万 | 0.05% | 2,677 | 19 | 0.7% | $2,833 | 加仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $40.34万 | 0.05% | 8,631 | 2,183 | 33.9% | $10.20万 | 加仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $40.37万 | 0.05% | 8,750 | -181 | -2.0% | -$8,351 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $40.75万 | 0.05% | 3,518 | -27 | -0.8% | -$3,127 | 减仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $40.81万 | 0.05% | 3,593 | -1 | -0.0% | -$114 | 减仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $41.19万 | 0.05% | 1,732 | -59 | -3.3% | -$1.40万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $42.38万 | 0.05% | 1,149 | -780 | -40.4% | -$28.77万 | 减仓 |
| ABBV | ABBVIE INC COM | $42.73万 | 0.05% | 1,687 | 34 | 2.1% | $8,612 | 加仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $43.02万 | 0.05% | 8,770 | 2,125 | 32.0% | $10.42万 | 加仓 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $43.35万 | 0.05% | 19,053 | -1,333 | -6.5% | -$3.03万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $43.45万 | 0.05% | 2,111 | 108 | 5.4% | $2.22万 | 加仓 |
| V | VISA INC COM CL A | $43.71万 | 0.06% | 1,237 | 81 | 7.0% | $2.86万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $44.22万 | 0.06% | 3,837 | 3,837 | — | $44.22万 | 新建仓 |
| PSN | PARSONS CORP DEL COM | $44.84万 | 0.06% | 7,788 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $46.17万 | 0.06% | 836 | -15 | -1.8% | -$8,285 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $46.59万 | 0.06% | 17,034 | 102 | 0.6% | $2,790 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $47.40万 | 0.06% | 2,440 | -33 | -1.3% | -$6,411 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $48.14万 | 0.06% | 16,662 | -169 | -1.0% | -$4,883 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $48.15万 | 0.06% | 4,935 | -427 | -8.0% | -$4.17万 | 减仓 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $48.75万 | 0.06% | 7,249 | 295 | 4.2% | $1.98万 | 加仓 |
| HEDJ | WISDOMTREE EUROPE HEDGED EQUITY FUND | $48.96万 | 0.06% | 8,629 | -1,712 | -16.6% | -$9.71万 | 减仓 |
| LLY | ELI LILLY & CO COM | $52.32万 | 0.07% | 450 | 12 | 2.7% | $1.40万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $53.42万 | 0.07% | 557 | 23 | 4.3% | $2.21万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $60.24万 | 0.08% | 1,231 | 40 | 3.4% | $1.96万 | 加仓 |
| SYSB | ISHARES SYSTEMATIC BOND ETF | $60.63万 | 0.08% | 6,939 | 602 | 9.5% | $5.26万 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $60.75万 | 0.08% | 4,324 | 204 | 5.0% | $2.87万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $61.81万 | 0.08% | 10,511 | -516 | -4.7% | -$3.03万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $64.11万 | 0.08% | 4,151 | 4,151 | — | $64.11万 | 新建仓 |
| LIN | LINDE PLC SHS | $64.56万 | 0.08% | 1,269 | -24 | -1.9% | -$1.22万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $65.59万 | 0.08% | 10,188 | -277 | -2.6% | -$1.78万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $65.85万 | 0.08% | 17,635 | 1,915 | 12.2% | $7.15万 | 加仓 |
| GSUS | GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF | $66.75万 | 0.08% | 6,463 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $67.33万 | 0.08% | 9,815 | 541 | 5.8% | $3.71万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $67.60万 | 0.09% | 4,637 | -417 | -8.3% | -$6.08万 | 减仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $73.04万 | 0.09% | 4,457 | 200 | 4.7% | $3.28万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $74.11万 | 0.09% | 1,813 | 2 | 0.1% | $817 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $76.16万 | 0.10% | 9,831 | 562 | 6.1% | $4.35万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $79.60万 | 0.10% | 5,734 | 249 | 4.5% | $3.46万 | 加仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $81.64万 | 0.10% | 9,247 | 129 | 1.4% | $1.14万 | 加仓 |
| MET | METLIFE INC COM | $81.71万 | 0.10% | 8,761 | -6,624 | -43.1% | -$61.78万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $82.02万 | 0.10% | 17,158 | 712 | 4.3% | $3.40万 | 加仓 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $87.75万 | 0.11% | 10,920 | 411 | 3.9% | $3.30万 | 加仓 |
| MCO | MOODYS CORP COM | $88.46万 | 0.11% | 1,806 | 1 | 0.1% | $490 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $92.43万 | 0.12% | 11,308 | 2,519 | 28.7% | $20.59万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $92.97万 | 0.12% | 3,637 | -27 | -0.7% | -$6,902 | 减仓 |
| — | VANECK ENERGY INCOME ETF | $98.40万 | 0.12% | 7,901 | 482 | 6.5% | $6.00万 | 加仓 |
| CLSE | CONVERGENCE LONG/SHORT EQUITY ETF | $102.69万 | 0.13% | 30,044 | 847 | 2.9% | $2.90万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $103.44万 | 0.13% | 12,998 | 93 | 0.7% | $7,401 | 加仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $103.55万 | 0.13% | 5,738 | 87 | 1.5% | $1.57万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $107.60万 | 0.14% | 1,440 | -62 | -4.1% | -$4.63万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $108.83万 | 0.14% | 14,008 | 2,159 | 18.2% | $16.77万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $108.88万 | 0.14% | 20,954 | -21,827 | -51.0% | -$113.42万 | 减仓 |