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 |
|---|---|---|---|---|---|---|---|---|
| HEDJ | WISDOMTREE EUROPE HEDGED EQUITY FUND | $48.96万 | 0.06% | 8,629 | -1,712 | -16.6% | -$9.71万 | 减仓 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $48.75万 | 0.06% | 7,249 | 295 | 4.2% | $1.98万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $48.15万 | 0.06% | 4,935 | -427 | -8.0% | -$4.17万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $48.14万 | 0.06% | 16,662 | -169 | -1.0% | -$4,883 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $47.40万 | 0.06% | 2,440 | -33 | -1.3% | -$6,411 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $46.59万 | 0.06% | 17,034 | 102 | 0.6% | $2,790 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $46.17万 | 0.06% | 836 | -15 | -1.8% | -$8,285 | 减仓 |
| PSN | PARSONS CORP DEL COM | $44.84万 | 0.06% | 7,788 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $44.22万 | 0.06% | 3,837 | 3,837 | — | $44.22万 | 新建仓 |
| V | VISA INC COM CL A | $43.71万 | 0.06% | 1,237 | 81 | 7.0% | $2.86万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $43.45万 | 0.05% | 2,111 | 108 | 5.4% | $2.22万 | 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 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $43.02万 | 0.05% | 8,770 | 2,125 | 32.0% | $10.42万 | 加仓 |
| ABBV | ABBVIE INC COM | $42.73万 | 0.05% | 1,687 | 34 | 2.1% | $8,612 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $42.38万 | 0.05% | 1,149 | -780 | -40.4% | -$28.77万 | 减仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $41.19万 | 0.05% | 1,732 | -59 | -3.3% | -$1.40万 | 减仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $40.81万 | 0.05% | 3,593 | -1 | -0.0% | -$114 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $40.75万 | 0.05% | 3,518 | -27 | -0.8% | -$3,127 | 减仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $40.37万 | 0.05% | 8,750 | -181 | -2.0% | -$8,351 | 减仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $40.34万 | 0.05% | 8,631 | 2,183 | 33.9% | $10.20万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $39.91万 | 0.05% | 2,677 | 19 | 0.7% | $2,833 | 加仓 |
| MRK | MERCK & CO INC COM | $38.67万 | 0.05% | 3,033 | 53 | 1.8% | $6,757 | 加仓 |
| SRE | SEMPRA COM | $37.47万 | 0.05% | 4,027 | -18 | -0.4% | -$1,675 | 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 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $35.16万 | 0.04% | 3,402 | -269 | -7.3% | -$2.78万 | 减仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $35.13万 | 0.04% | 6,742 | -340 | -4.8% | -$1.77万 | 减仓 |
| T | AT&T INC COM | $34.34万 | 0.04% | 14,906 | -574 | -3.7% | -$1.32万 | 减仓 |
| INTC | INTEL CORP COM | $34.18万 | 0.04% | 3,331 | 636 | 23.6% | $6.53万 | 加仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $33.97万 | 0.04% | 5,095 | 344 | 7.2% | $2.29万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $32.07万 | 0.04% | 178 | -1 | -0.6% | -$1,802 | 减仓 |
| USMC | PRINCIPAL U.S. MEGA-CAP ETF | $31.27万 | 0.04% | 4,203 | -48 | -1.1% | -$3,571 | 减仓 |
| HD | HOME DEPOT INC COM | $31.13万 | 0.04% | 939 | 63 | 7.2% | $2.09万 | 加仓 |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | $31.02万 | 0.04% | 10,719 | -1,053 | -8.9% | -$3.05万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $29.70万 | 0.04% | 705 | -62 | -8.1% | -$2.61万 | 减仓 |
| CI | THE CIGNA GROUP COM | $29.45万 | 0.04% | 1,034 | 3 | 0.3% | $854 | 加仓 |
| EVUS | ISHARES ESG AWARE MSCI USA VALUE ETF | $28.70万 | 0.04% | 8,068 | 773 | 10.6% | $2.75万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $28.58万 | 0.04% | 663 | -19 | -2.8% | -$8,190 | 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 |
| CAT | CATERPILLAR INC COM | $27.70万 | 0.03% | 311 | -32 | -9.3% | -$2.85万 | 减仓 |
| WMT | WALMART INC COM | $27.64万 | 0.03% | 2,528 | -230 | -8.3% | -$2.51万 | 减仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $27.49万 | 0.03% | 7,724 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $27.46万 | 0.03% | 730 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $27.39万 | 0.03% | 817 | 28 | 3.5% | $9,388 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $27.38万 | 0.03% | 4,748 | -852 | -15.2% | -$4.91万 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $27.17万 | 0.03% | 1,175 | -89 | -7.0% | -$2.06万 | 减仓 |
| AMP | AMERIPRISE FINL INC COM | $27.12万 | 0.03% | 515 | -7 | -1.3% | -$3,686 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $27.06万 | 0.03% | 1,674 | 8 | 0.5% | $1,293 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $26.94万 | 0.03% | 1,494 | 22 | 1.5% | $3,966 | 加仓 |
| BIDD | ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF | $26.92万 | 0.03% | 9,050 | 399 | 4.6% | $1.19万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $26.08万 | 0.03% | 5,235 | -432 | -7.6% | -$2.15万 | 减仓 |
| CSCO | CISCO SYS INC COM | $25.96万 | 0.03% | 2,314 | -167 | -6.7% | -$1.87万 | 减仓 |
| TXT | TEXTRON INC COM | $25.77万 | 0.03% | 2,810 | 9 | 0.3% | $825 | 加仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $25.21万 | 0.03% | 5,449 | 0 | 0.0% | — | 不变 |
| FXZ | FIRST TRUST MATERIALS ALPHADEX FUND | $24.47万 | 0.03% | 3,116 | -368 | -10.6% | -$2.89万 | 减仓 |
| SO | SOUTHERN CO COM | $24.04万 | 0.03% | 2,509 | -19 | -0.8% | -$1,820 | 减仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $23.99万 | 0.03% | 2,873 | 271 | 10.4% | $2.26万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $23.95万 | 0.03% | 1,181 | -142 | -10.7% | -$2.88万 | 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 |
| MA | MASTERCARD INCORPORATED CL A | $23.19万 | 0.03% | 436 | -11 | -2.5% | -$5,851 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $23.18万 | 0.03% | 418 | 43 | 11.5% | $2.38万 | 加仓 |
| — | VIRTUS SEIX SENIOR LOAN ETF | $23.16万 | 0.03% | 10,001 | 205 | 2.1% | $4,748 | 加仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $22.91万 | 0.03% | 877 | -3 | -0.3% | -$784 | 减仓 |
| GEV | GE VERNOVA INC COM | $22.47万 | 0.03% | 228 | -7 | -3.0% | -$6,899 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $22.29万 | 0.03% | 2,316 | 387 | 20.1% | $3.72万 | 加仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $21.80万 | 0.03% | 1,531 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $21.79万 | 0.03% | 639 | 52 | 8.9% | $1.77万 | 加仓 |
| FNB | F N B CORP COM | $21.63万 | 0.03% | 11,469 | 79 | 0.7% | $1,490 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $21.48万 | 0.03% | 4,850 | -616 | -11.3% | -$2.73万 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $21.47万 | 0.03% | 967 | 3 | 0.3% | $666 | 加仓 |
| KO | COCA COLA CO COM | $20.82万 | 0.03% | 2,533 | 46 | 1.8% | $3,780 | 加仓 |
| ISMD | INSPIRE SMALL/MID CAP ETF | $20.76万 | 0.03% | 4,207 | 18 | 0.4% | $888 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $20.12万 | 0.03% | 3,590 | 265 | 8.0% | $1.49万 | 加仓 |
| GCOR | GOLDMAN SACHS ACCESS U.S. AGGREGATE BOND ETF | $20.04万 | 0.03% | 4,936 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $19.36万 | 0.02% | 3,143 | -49 | -1.5% | -$3,019 | 减仓 |
| MO | ALTRIA GROUP INC COM | $19.05万 | 0.02% | 2,640 | 21 | 0.8% | $1,516 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $19.04万 | 0.02% | 987 | -64 | -6.1% | -$1.23万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $18.94万 | 0.02% | 2,211 | -11,415 | -83.8% | -$97.80万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $18.56万 | 0.02% | 2,246 | 140 | 6.6% | $1.16万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $18.41万 | 0.02% | 2,344 | 298 | 14.6% | $2.34万 | 加仓 |
| 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 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $18.32万 | 0.02% | 4,243 | -93 | -2.1% | -$4,016 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $17.42万 | 0.02% | 188 | -35 | -15.7% | -$3.24万 | 减仓 |
| FWD | AB DISRUPTORS ETF | $17.41万 | 0.02% | 1,324 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. COM | $17.28万 | 0.02% | 1,194 | -23 | -1.9% | -$3,329 | 减仓 |
| 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 |
| SCHK | SCHWAB 1000 INDEX ETF | $16.85万 | 0.02% | 4,677 | 12 | 0.3% | $432 | 加仓 |
| — | ISHARES ETHEREUM TRUST ETF | $16.78万 | 0.02% | 11,555 | 3,353 | 40.9% | $4.87万 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $16.67万 | 0.02% | 6,376 | -1,039 | -14.0% | -$2.72万 | 减仓 |
| FDEC | FT VEST US EQUITY BUFFER ETF - DECEMBER | $16.62万 | 0.02% | 3,038 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $16.51万 | 0.02% | 2,187 | 449 | 25.8% | $3.39万 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $16.36万 | 0.02% | 1,615 | 930 | 135.8% | $9.42万 | 加仓 |
| NFLX | NETFLIX INC. COM | $16.25万 | 0.02% | 2,371 | -542 | -18.6% | -$3.71万 | 减仓 |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF | $15.88万 | 0.02% | 3,479 | 0 | 0.0% | — | 不变 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $15.68万 | 0.02% | 1,497 | -12 | -0.8% | -$1,257 | 减仓 |
| ETN | EATON CORP PLC SHS | $15.67万 | 0.02% | 385 | 17 | 4.6% | $6,917 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $15.39万 | 0.02% | 704 | 90 | 14.7% | $1.97万 | 加仓 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $15.14万 | 0.02% | 3,358 | 4 | 0.1% | $180 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $14.71万 | 0.02% | 1,486 | -2 | -0.1% | -$198 | 减仓 |
| WFC | WELLS FARGO & CO COM | $14.66万 | 0.02% | 1,696 | -76 | -4.3% | -$6,568 | 减仓 |