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 |
|---|---|---|---|---|---|---|---|---|
| EFG | ISHARES MSCI EAFE GROWTH ETF | $370.74万 | 0.49% | 31,009 | 25,801 | 495.4% | $308.47万 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $377.64万 | 0.50% | 166,142 | 134,002 | 416.9% | $304.59万 | 加仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $382.31万 | 0.51% | 38,424 | 1,523 | 4.1% | $15.15万 | 加仓 |
| AMZN | AMAZON COM INC COM | $403.79万 | 0.54% | 14,761 | 841 | 6.0% | $23.01万 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $413.20万 | 0.55% | 92,274 | 30,505 | 49.4% | $136.60万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $438.80万 | 0.58% | 132,091 | 129,159 | 4,405.2% | $429.06万 | 加仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $487.39万 | 0.65% | 110,171 | -484 | -0.4% | -$2.14万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $570.66万 | 0.76% | 74,083 | 15,685 | 26.9% | $120.82万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $669.20万 | 0.89% | 34,056 | 3,238 | 10.5% | $63.63万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $692.19万 | 0.92% | 86,362 | 19,514 | 29.2% | $156.40万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $744.02万 | 0.99% | 115,299 | 19,130 | 19.9% | $123.45万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $752.80万 | 1.00% | 57,269 | 16,198 | 39.4% | $212.92万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $769.12万 | 1.02% | 34,367 | 8,547 | 33.1% | $191.28万 | 加仓 |
| AAPL | APPLE INC COM | $838.94万 | 1.12% | 29,522 | 2,285 | 8.4% | $64.93万 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $1,167.61万 | 1.55% | 253,664 | 58,604 | 30.0% | $269.75万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1,305.51万 | 1.74% | 17,958 | 6,417 | 55.6% | $466.50万 | 加仓 |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $1,405.83万 | 1.87% | 142,032 | 11,403 | 8.7% | $112.87万 | 加仓 |
| USTB | VICTORYSHARES SHORT-TERM BOND ETF | $1,484.40万 | 1.97% | 292,838 | 46,742 | 19.0% | $236.94万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,508.98万 | 2.01% | 218,756 | -13,717 | -5.9% | -$94.62万 | 减仓 |
| NANR | STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF | $1,642.32万 | 2.18% | 198,105 | 9,865 | 5.2% | $81.78万 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $1,704.17万 | 2.27% | 416,262 | 63,070 | 17.9% | $258.21万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,725.87万 | 2.29% | 25,321 | -2,118 | -7.7% | -$144.36万 | 减仓 |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | $1,740.77万 | 2.31% | 235,621 | 18,044 | 8.3% | $133.31万 | 加仓 |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $1,805.67万 | 2.40% | 200,966 | 26,185 | 15.0% | $235.27万 | 加仓 |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $1,805.84万 | 2.40% | 385,864 | 32,933 | 9.3% | $154.13万 | 加仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $2,068.52万 | 2.75% | 178,460 | 8,480 | 5.0% | $98.29万 | 加仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $3,425.97万 | 4.55% | 382,492 | 30,185 | 8.6% | $270.37万 | 加仓 |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $3,925.12万 | 5.22% | 471,147 | 37,561 | 8.7% | $312.92万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $4,487.08万 | 5.96% | 585,094 | 54,153 | 10.2% | $415.30万 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $5,120.86万 | 6.81% | 1,696,212 | 133,686 | 8.6% | $403.60万 | 加仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $7,038.42万 | 9.36% | 1,798,727 | 155,541 | 9.5% | $608.63万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $8,143.68万 | 10.82% | 290,204 | 30,808 | 11.9% | $864.53万 | 加仓 |