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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $55.44万 | 0.07% | 1,191 | 297 | 33.2% | $13.83万 | 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 |
| 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 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $47.03万 | 0.06% | 16,831 | -60 | -0.4% | -$1,676 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $45.86万 | 0.06% | 2,003 | 742 | 58.8% | $16.99万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $45.12万 | 0.06% | 16,932 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $44.25万 | 0.06% | 6,954 | 6,490 | 1,398.7% | $41.29万 | 加仓 |
| LLY | ELI LILLY & CO COM | $43.26万 | 0.06% | 438 | 57 | 15.0% | $5.63万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $41.90万 | 0.06% | 2,473 | 97 | 4.1% | $1.64万 | 加仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $41.69万 | 0.06% | 8,931 | 1,086 | 13.8% | $5.07万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $41.06万 | 0.05% | 1,791 | 1 | 0.1% | $229 | 加仓 |
| T | AT&T INC COM | $40.09万 | 0.05% | 15,480 | 1,062 | 7.4% | $2.75万 | 加仓 |
| PSN | PARSONS CORP DEL COM | $38.78万 | 0.05% | 7,788 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $38.51万 | 0.05% | 2,658 | 237 | 9.8% | $3.43万 | 加仓 |
| SRE | SEMPRA COM | $38.17万 | 0.05% | 4,045 | 58 | 1.5% | $5,473 | 加仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $37.85万 | 0.05% | 3,594 | 1 | 0.0% | $105 | 加仓 |
| V | VISA INC COM CL A | $37.22万 | 0.05% | 1,156 | 28 | 2.5% | $9,015 | 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 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $37.00万 | 0.05% | 7,082 | 6,977 | 6,644.8% | $36.45万 | 加仓 |
| WMT | WALMART INC COM | $36.06万 | 0.05% | 2,758 | 419 | 17.9% | $5.48万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $34.76万 | 0.05% | 3,545 | 3,087 | 674.0% | $30.27万 | 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 |
| MU | MICRON TECHNOLOGY INC COM | $34.17万 | 0.05% | 534 | 99 | 22.8% | $6.33万 | 加仓 |
| ABBV | ABBVIE INC COM | $34.06万 | 0.05% | 1,653 | 16 | 1.0% | $3,297 | 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 |
| MRK | MERCK & CO INC COM | $33.71万 | 0.04% | 2,980 | 295 | 11.0% | $3.34万 | 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 |
| BLV | VANGUARD LONG-TERM BOND ETF | $32.42万 | 0.04% | 4,751 | 172 | 3.8% | $1.17万 | 加仓 |
| CAT | CATERPILLAR INC COM | $30.96万 | 0.04% | 343 | 58 | 20.4% | $5.24万 | 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 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $30.25万 | 0.04% | 767 | 48 | 6.7% | $1.89万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $30.23万 | 0.04% | 851 | 85 | 11.1% | $3.02万 | 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 |
| INTC | INTEL CORP COM | $29.15万 | 0.04% | 2,695 | 1,420 | 111.4% | $15.36万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $28.41万 | 0.04% | 5,667 | 3,683 | 185.6% | $18.47万 | 加仓 |
| CI | THE CIGNA GROUP COM | $28.41万 | 0.04% | 1,031 | 31 | 3.1% | $8,541 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $28.17万 | 0.04% | 5,600 | 147 | 2.7% | $7,394 | 加仓 |
| FXZ | FIRST TRUST MATERIALS ALPHADEX FUND | $28.11万 | 0.04% | 3,484 | -721 | -17.1% | -$5.82万 | 减仓 |
| HD | HOME DEPOT INC COM | $27.62万 | 0.04% | 876 | 50 | 6.1% | $1.58万 | 加仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $27.22万 | 0.04% | 1,264 | -3,203 | -71.7% | -$68.97万 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $26.85万 | 0.04% | 730 | -65 | -8.2% | -$2.39万 | 减仓 |
| BIDD | ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF | $26.55万 | 0.04% | 8,651 | 2,014 | 30.3% | $6.18万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $26.04万 | 0.03% | 1,666 | 382 | 29.8% | $5.97万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $25.88万 | 0.03% | 5,466 | 1,087 | 24.8% | $5.15万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $25.83万 | 0.03% | 179 | 21 | 13.3% | $3.03万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $25.72万 | 0.03% | 2,745 | 2,088 | 317.8% | $19.56万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $25.70万 | 0.03% | 3,509 | -15,646 | -81.7% | -$114.57万 | 减仓 |
| TXT | TEXTRON INC COM | $25.66万 | 0.03% | 2,801 | 2,697 | 2,593.3% | $24.70万 | 加仓 |
| GEV | GE VERNOVA INC COM | $25.64万 | 0.03% | 235 | 31 | 15.2% | $3.38万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $25.61万 | 0.03% | 1,323 | -445 | -25.2% | -$8.62万 | 减仓 |
| NFLX | NETFLIX INC. COM | $25.60万 | 0.03% | 2,913 | 606 | 26.3% | $5.33万 | 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 |
| UNH | UNITEDHEALTH GROUP INC COM | $24.80万 | 0.03% | 682 | 45 | 7.1% | $1.64万 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $24.77万 | 0.03% | 522 | -19 | -3.5% | -$9,016 | 减仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $24.57万 | 0.03% | 5,449 | 5,449 | — | $24.57万 | 新建仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $24.38万 | 0.03% | 1,472 | 34 | 2.4% | $5,631 | 加仓 |
| SO | SOUTHERN CO COM | $24.24万 | 0.03% | 2,528 | 66 | 2.7% | $6,329 | 加仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $23.67万 | 0.03% | 7,724 | -4 | -0.1% | -$123 | 减仓 |
| CSCO | CISCO SYS INC COM | $23.39万 | 0.03% | 2,481 | 314 | 14.5% | $2.96万 | 加仓 |
| 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 |
| — | VIRTUS SEIX SENIOR LOAN ETF | $22.79万 | 0.03% | 9,796 | -18,568 | -65.5% | -$43.20万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $22.63万 | 0.03% | 223 | 34 | 18.0% | $3.45万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $22.49万 | 0.03% | 4,336 | 66 | 1.5% | $3,423 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $22.20万 | 0.03% | 447 | 20 | 4.7% | $9,933 | 加仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $21.86万 | 0.03% | 880 | 11 | 1.3% | $2,733 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $21.35万 | 0.03% | 2,914 | 698 | 31.5% | $5.11万 | 加仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $21.14万 | 0.03% | 1,531 | 1,531 | — | $21.14万 | 新建仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $20.96万 | 0.03% | 2,602 | 2,602 | — | $20.96万 | 新建仓 |
| DIS | DISNEY WALT CO COM | $20.74万 | 0.03% | 2,065 | 359 | 21.0% | $3.61万 | 加仓 |
| FNB | F N B CORP COM | $20.39万 | 0.03% | 11,390 | 71 | 0.6% | $1,271 | 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 |
| CVX | CHEVRON CORPORATION COM | $20.24万 | 0.03% | 1,051 | 121 | 13.0% | $2.33万 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $20.20万 | 0.03% | 964 | 47 | 5.1% | $9,847 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $19.86万 | 0.03% | 7,415 | 5,213 | 236.7% | $13.96万 | 加仓 |
| KO | COCA COLA CO COM | $19.51万 | 0.03% | 2,487 | 364 | 17.1% | $2.86万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $19.06万 | 0.03% | 2,619 | 143 | 5.8% | $1.04万 | 加仓 |
| ISMD | INSPIRE SMALL/MID CAP ETF | $18.86万 | 0.03% | 4,189 | 12 | 0.3% | $540 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $18.22万 | 0.02% | 1,929 | 29 | 1.5% | $2,739 | 加仓 |
| FWD | AB DISRUPTORS ETF | $17.27万 | 0.02% | 1,324 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $17.15万 | 0.02% | 3,325 | 64 | 2.0% | $3,301 | 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 |
| PLD | PROLOGIS INC. COM | $17.06万 | 0.02% | 1,217 | 64 | 5.6% | $8,972 | 加仓 |
| BAC | BANK OF AMER CORP COM | $16.96万 | 0.02% | 3,192 | 301 | 10.4% | $1.60万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $16.82万 | 0.02% | 587 | 87 | 17.4% | $2.49万 | 加仓 |
| ORCL | ORACLE CORP COM | $16.45万 | 0.02% | 888 | 158 | 21.6% | $2.93万 | 加仓 |
| SCHK | SCHWAB 1000 INDEX ETF | $16.26万 | 0.02% | 4,665 | 4,665 | — | $16.26万 | 新建仓 |
| FDEC | FT VEST US EQUITY BUFFER ETF - DECEMBER | $16.18万 | 0.02% | 3,038 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $16.15万 | 0.02% | 2,046 | 5 | 0.2% | $395 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $16.05万 | 0.02% | 449 | -10,986 | -96.1% | -$392.67万 | 减仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $16.01万 | 0.02% | 1,509 | 818 | 118.4% | $8.68万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $15.97万 | 0.02% | 499 | 23 | 4.8% | $7,362 | 加仓 |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF | $15.80万 | 0.02% | 3,479 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $15.63万 | 0.02% | 549 | 129 | 30.7% | $3.67万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $15.38万 | 0.02% | 375 | 63 | 20.2% | $2.58万 | 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 |
| 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 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $15.21万 | 0.02% | 665 | -12 | -1.8% | -$2,744 | 减仓 |
| ETN | EATON CORP PLC SHS | $15.12万 | 0.02% | 368 | 34 | 10.2% | $1.40万 | 加仓 |
| — | ISHARES ETHEREUM TRUST ETF | $14.68万 | 0.02% | 8,202 | 2,771 | 51.0% | $4.96万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $14.52万 | 0.02% | 789 | 49 | 6.6% | $9,015 | 加仓 |