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 |
|---|---|---|---|---|---|---|---|---|
| BLK | BLACKROCK INC COM | $14.43万 | 0.02% | 138 | 9 | 7.0% | $9,413 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $14.33万 | 0.02% | 156 | 36 | 30.0% | $3.31万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $14.24万 | 0.02% | 1,488 | -196 | -11.6% | -$1.88万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $14.21万 | 0.02% | 352 | 38 | 12.1% | $1.53万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $14.15万 | 0.02% | 1,772 | 100 | 6.0% | $7,988 | 加仓 |
| TJX | TJX COS INC NEW COM | $13.88万 | 0.02% | 896 | 130 | 17.0% | $2.01万 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $13.49万 | 0.02% | 2,591 | 482 | 22.9% | $2.51万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $13.46万 | 0.02% | 155 | 3 | 2.0% | $2,604 | 加仓 |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $13.28万 | 0.02% | 1,139 | 647 | 131.5% | $7.54万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $13.23万 | 0.02% | 739 | -23 | -3.0% | -$4,117 | 减仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $13.20万 | 0.02% | 1,383 | -7,830 | -85.0% | -$74.74万 | 减仓 |
| MSTR | STRATEGY INC CL A NEW | $12.90万 | 0.02% | 690 | 426 | 161.4% | $7.96万 | 加仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $12.87万 | 0.02% | 1,738 | 1,215 | 232.3% | $9.00万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $12.74万 | 0.02% | 955 | 96 | 11.2% | $1.28万 | 加仓 |
| PFE | PFIZER INC COM | $12.73万 | 0.02% | 4,813 | 467 | 10.7% | $1.24万 | 加仓 |
| VAW | VANGUARD MATERIALS ETF | $12.62万 | 0.02% | 545 | 3 | 0.6% | $695 | 加仓 |
| C | CITIGROUP INC COM NEW | $12.62万 | 0.02% | 986 | 223 | 29.2% | $2.85万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $12.59万 | 0.02% | 4,759 | 1,450 | 43.8% | $3.84万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $12.41万 | 0.02% | 1,006 | 88 | 9.6% | $1.09万 | 加仓 |
| ES | EVERSOURCE ENERGY COM | $12.18万 | 0.02% | 1,768 | 26 | 1.5% | $1,791 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $12.02万 | 0.02% | 436 | 108 | 32.9% | $2.98万 | 加仓 |
| PEP | PEPSICO INC COM | $12.00万 | 0.02% | 774 | 230 | 42.3% | $3.57万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $11.93万 | 0.02% | 282 | 1 | 0.4% | $423 | 加仓 |
| DWAS | INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF | $11.90万 | 0.02% | 1,033 | -3,635 | -77.9% | -$41.89万 | 减仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $11.81万 | 0.02% | 1,022 | -38 | -3.6% | -$4,392 | 减仓 |
| LCTD | ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $11.77万 | 0.02% | 2,040 | 2,017 | 8,769.6% | $11.64万 | 加仓 |
| CMI | CUMMINS INC COM | $11.68万 | 0.02% | 174 | 76 | 77.6% | $5.10万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $11.61万 | 0.02% | 614 | 142 | 30.1% | $2.68万 | 加仓 |
| — | THOMSON REUTERS CORP COM | $11.34万 | 0.02% | 1,188 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $11.32万 | 0.02% | 488 | -4 | -0.8% | -$928 | 减仓 |
| RTX | RTX CORPORATION COM | $11.24万 | 0.01% | 651 | 104 | 19.0% | $1.80万 | 加仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $11.24万 | 0.01% | 4,118 | 3,366 | 447.6% | $9.19万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $11.11万 | 0.01% | 239 | 44 | 22.6% | $2.05万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $10.92万 | 0.01% | 313 | 79 | 33.8% | $2.75万 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $10.89万 | 0.01% | 1,215 | 150 | 14.1% | $1.34万 | 加仓 |
| EME | EMCOR GROUP INC COM | $10.83万 | 0.01% | 117 | 9 | 8.3% | $8,330 | 加仓 |
| GEM | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF | $10.77万 | 0.01% | 2,179 | 2,179 | — | $10.77万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC COM | $10.72万 | 0.01% | 1,469 | 310 | 26.7% | $2.26万 | 加仓 |
| KKR | KKR & CO INC COM | $10.60万 | 0.01% | 1,040 | 97 | 10.3% | $9,888 | 加仓 |
| CSX | CSX CORP COM | $10.58万 | 0.01% | 2,351 | 217 | 10.2% | $9,768 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $10.58万 | 0.01% | 1,055 | -10 | -0.9% | -$1,002 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $10.51万 | 0.01% | 1,353 | 1,237 | 1,066.4% | $9.61万 | 加仓 |
| LOW | LOWES COS INC COM | $10.46万 | 0.01% | 465 | 112 | 31.7% | $2.52万 | 加仓 |
| APH | AMPHENOL CORP CL A | $10.32万 | 0.01% | 756 | 356 | 89.0% | $4.86万 | 加仓 |
| DTD | WISDOMTREE U.S. TOTAL DIVIDEND FUND | $10.26万 | 0.01% | 1,129 | -1,491 | -56.9% | -$13.55万 | 减仓 |
| KLAC | KLA CORP COM NEW | $10.23万 | 0.01% | 60 | 16 | 36.4% | $2.73万 | 加仓 |
| GIGB | GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF | $9.99万 | 0.01% | 2,185 | 2,185 | — | $9.99万 | 新建仓 |
| PWR | QUANTA SVCS INC COM | $9.96万 | 0.01% | 130 | 19 | 17.1% | $1.46万 | 加仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $9.82万 | 0.01% | 901 | -510 | -36.1% | -$5.56万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $9.76万 | 0.01% | 713 | 31 | 4.5% | $4,245 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $9.76万 | 0.01% | 879 | 224 | 34.2% | $2.49万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $9.75万 | 0.01% | 348 | 209 | 150.4% | $5.86万 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $9.58万 | 0.01% | 1,296 | -886 | -40.6% | -$6.55万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $9.50万 | 0.01% | 124 | 3 | 2.5% | $2,298 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $9.45万 | 0.01% | 676 | 58 | 9.4% | $8,104 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $9.41万 | 0.01% | 978 | 111 | 12.8% | $1.07万 | 加仓 |
| INTU | INTUIT COM | $9.40万 | 0.01% | 236 | 20 | 9.3% | $7,964 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $9.39万 | 0.01% | 208 | 5 | 2.5% | $2,257 | 加仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $9.35万 | 0.01% | 988 | 988 | — | $9.35万 | 新建仓 |
| — | YIELDMAX MSTR OPTION INCOME STRATEGY ETF | $9.31万 | 0.01% | 3,399 | 359 | 11.8% | $9,835 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $9.27万 | 0.01% | 682 | -48 | -6.6% | -$6,524 | 减仓 |
| NVT | NVENT ELEC PLC SHS | $9.26万 | 0.01% | 547 | 1 | 0.2% | $169 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $9.22万 | 0.01% | 509 | 509 | — | $9.22万 | 新建仓 |
| AMLP | ALERIAN MLP ETF | $9.22万 | 0.01% | 1,711 | -12,233 | -87.7% | -$65.90万 | 减仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $9.22万 | 0.01% | 466 | 396 | 565.7% | $7.83万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $9.07万 | 0.01% | 190 | 24 | 14.5% | $1.15万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $9.05万 | 0.01% | 796 | 60 | 8.2% | $6,822 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $9.00万 | 0.01% | 765 | -13 | -1.7% | -$1,530 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $9.00万 | 0.01% | 2,788 | 283 | 11.3% | $9,135 | 加仓 |
| EQH | EQUITABLE HLDGS INC COM | $8.99万 | 0.01% | 2,042 | 29 | 1.4% | $1,277 | 加仓 |
| MCK | MCKESSON CORP COM | $8.92万 | 0.01% | 112 | 12 | 12.0% | $9,554 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $8.92万 | 0.01% | 3,129 | 49 | 1.6% | $1,396 | 加仓 |
| ONEY | STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF | $8.64万 | 0.01% | 688 | -2,468 | -78.2% | -$31.00万 | 减仓 |
| CRM | SALESFORCE INC COM | $8.61万 | 0.01% | 461 | 3 | 0.7% | $560 | 加仓 |
| SLV | ISHARES SILVER TRUST | $8.57万 | 0.01% | 1,301 | 20 | 1.6% | $1,318 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $8.53万 | 0.01% | 273 | 24 | 9.6% | $7,497 | 加仓 |
| GGUS | MARKETBETA RUSSELL 1000 GROWTH EQUITY ETF | $8.39万 | 0.01% | 1,297 | 1,297 | — | $8.39万 | 新建仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $8.32万 | 0.01% | 463 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | $8.23万 | 0.01% | 3,718 | -3,244 | -46.6% | -$7.18万 | 减仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $8.21万 | 0.01% | 3,321 | 3,012 | 974.8% | $7.44万 | 加仓 |
| FSEC | FIDELITY INVESTMENT GRADE SECURITIZED ETF | $8.09万 | 0.01% | 1,844 | 2 | 0.1% | $88 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $8.05万 | 0.01% | 473 | 67 | 16.5% | $1.14万 | 加仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $8.00万 | 0.01% | 775 | 741 | 2,179.4% | $7.65万 | 加仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $7.98万 | 0.01% | 830 | 10 | 1.2% | $962 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $7.89万 | 0.01% | 1,041 | 43 | 4.3% | $3,259 | 加仓 |
| ICF | ISHARES SELECT U.S. REIT ETF | $7.78万 | 0.01% | 1,153 | -128 | -10.0% | -$8,635 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $7.78万 | 0.01% | 346 | -1,749 | -83.5% | -$39.31万 | 减仓 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $7.77万 | 0.01% | 596 | 596 | — | $7.77万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $7.76万 | 0.01% | 586 | 79 | 15.6% | $1.05万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $7.67万 | 0.01% | 373 | -53 | -12.4% | -$1.09万 | 减仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $7.64万 | 0.01% | 2,430 | 125 | 5.4% | $3,931 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $7.64万 | 0.01% | 701 | 244 | 53.4% | $2.66万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $7.63万 | 0.01% | 370 | -167 | -31.1% | -$3.45万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $7.61万 | 0.01% | 824 | 101 | 14.0% | $9,331 | 加仓 |
| GSID | MARKETBETA INTL EQUITY ETF | $7.58万 | 0.01% | 1,029 | 1,029 | — | $7.58万 | 新建仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $7.55万 | 0.01% | 1,259 | 5 | 0.4% | $300 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $7.54万 | 0.01% | 326 | -404 | -55.3% | -$9.35万 | 减仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $7.53万 | 0.01% | 1,411 | 716 | 103.0% | $3.82万 | 加仓 |
| — | STATE STREET SPDR S&P GLOBAL DIVIDEND ETF | $7.51万 | 0.01% | 931 | 609 | 189.1% | $4.91万 | 加仓 |
| CASY | CASEYS GEN STORES INC COM | $7.50万 | 0.01% | 88 | 22 | 33.3% | $1.88万 | 加仓 |