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 |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO NASDAQ 100 ETF | $8,143.68万 | 10.82% | 290,204 | 30,808 | 11.9% | $864.53万 | 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 |
| 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 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $4,487.08万 | 5.96% | 585,094 | 54,153 | 10.2% | $415.30万 | 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 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $3,425.97万 | 4.55% | 382,492 | 30,185 | 8.6% | $270.37万 | 加仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $2,068.52万 | 2.75% | 178,460 | 8,480 | 5.0% | $98.29万 | 加仓 |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $1,805.84万 | 2.40% | 385,864 | 32,933 | 9.3% | $154.13万 | 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 |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | $1,740.77万 | 2.31% | 235,621 | 18,044 | 8.3% | $133.31万 | 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 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $1,704.17万 | 2.27% | 416,262 | 63,070 | 17.9% | $258.21万 | 加仓 |
| 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 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,508.98万 | 2.01% | 218,756 | -13,717 | -5.9% | -$94.62万 | 减仓 |
| USTB | VICTORYSHARES SHORT-TERM BOND ETF | $1,484.40万 | 1.97% | 292,838 | 46,742 | 19.0% | $236.94万 | 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 |
| IVV | ISHARES CORE S&P 500 ETF | $1,305.51万 | 1.74% | 17,958 | 6,417 | 55.6% | $466.50万 | 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 |
| AAPL | APPLE INC COM | $838.94万 | 1.12% | 29,522 | 2,285 | 8.4% | $64.93万 | 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 |
| IVW | ISHARES S&P 500 GROWTH ETF | $752.80万 | 1.00% | 57,269 | 16,198 | 39.4% | $212.92万 | 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 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $692.19万 | 0.92% | 86,362 | 19,514 | 29.2% | $156.40万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $669.20万 | 0.89% | 34,056 | 3,238 | 10.5% | $63.63万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $570.66万 | 0.76% | 74,083 | 15,685 | 26.9% | $120.82万 | 加仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $487.39万 | 0.65% | 110,171 | -484 | -0.4% | -$2.14万 | 减仓 |
| 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 |
| 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 |
| AMZN | AMAZON COM INC COM | $403.79万 | 0.54% | 14,761 | 841 | 6.0% | $23.01万 | 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 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $377.64万 | 0.50% | 166,142 | 134,002 | 416.9% | $304.59万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $370.74万 | 0.49% | 31,009 | 25,801 | 495.4% | $308.47万 | 加仓 |
| MBB | ISHARES MBS ETF | $365.22万 | 0.49% | 38,726 | 8,860 | 29.7% | $83.56万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $353.83万 | 0.47% | 17,053 | 4,315 | 33.9% | $89.53万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $347.78万 | 0.46% | 5,228 | -197 | -3.6% | -$13.10万 | 减仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $329.38万 | 0.44% | 79,733 | 22,091 | 38.3% | $91.26万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $306.28万 | 0.41% | 10,522 | 3,256 | 44.8% | $94.78万 | 加仓 |
| IDEQ | LAZARD INTERNATIONAL DYNAMIC EQUITY ETF | $287.45万 | 0.38% | 83,902 | 83,902 | — | $287.45万 | 新建仓 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $281.31万 | 0.37% | 104,094 | -2,843 | -2.7% | -$7.68万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $276.42万 | 0.37% | 25,890 | 5,035 | 24.1% | $53.76万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $261.02万 | 0.35% | 82,366 | -143,501 | -63.5% | -$454.75万 | 减仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $258.08万 | 0.34% | 53,290 | 53,290 | — | $258.08万 | 新建仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $239.73万 | 0.32% | 19,910 | 3,087 | 18.3% | $37.17万 | 加仓 |
| GLD | SPDR GOLD SHARES | $236.91万 | 0.31% | 5,664 | 3,161 | 126.3% | $132.22万 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $234.43万 | 0.31% | 47,008 | 12,582 | 36.5% | $62.75万 | 加仓 |
| FEMS | FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND | $231.23万 | 0.31% | 47,905 | -4,591 | -8.7% | -$22.16万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $227.63万 | 0.30% | 7,358 | 266 | 3.8% | $8.23万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $222.89万 | 0.30% | 42,781 | 185 | 0.4% | $9,638 | 加仓 |
| MSFT | MICROSOFT CORP COM | $220.12万 | 0.29% | 5,351 | 484 | 9.9% | $19.91万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $197.73万 | 0.26% | 5,091 | 865 | 20.5% | $33.60万 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $196.68万 | 0.26% | 6,988 | 6 | 0.1% | $1,689 | 加仓 |
| ILOW | AB INTERNATIONAL LOW VOLATILITY EQUITY ETF | $191.43万 | 0.25% | 42,922 | 1 | 0.0% | $45 | 加仓 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $184.39万 | 0.25% | 55,505 | 55,505 | — | $184.39万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC COM | $182.73万 | 0.24% | 434 | 423 | 3,845.5% | $178.10万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $172.28万 | 0.23% | 5,453 | 114 | 2.1% | $3.60万 | 加仓 |
| LMUB | ISHARES LONG-TERM NATIONAL MUNI BOND ETF | $168.41万 | 0.22% | 33,337 | 33,337 | — | $168.41万 | 新建仓 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $159.47万 | 0.21% | 33,196 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $140.10万 | 0.19% | 31,719 | -1,028 | -3.1% | -$4.54万 | 减仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $139.99万 | 0.19% | 23,532 | 14,074 | 148.8% | $83.73万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $135.33万 | 0.18% | 6,257 | 829 | 15.3% | $17.93万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $128.82万 | 0.17% | 3,353 | 350 | 11.7% | $13.45万 | 加仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $126.22万 | 0.17% | 13,272 | 1,138 | 9.4% | $10.82万 | 加仓 |
| AVGO | BROADCOM INC COM | $125.41万 | 0.17% | 2,935 | 353 | 13.7% | $15.08万 | 加仓 |
| MET | METLIFE INC COM | $122.93万 | 0.16% | 15,385 | 14,219 | 1,219.5% | $113.61万 | 加仓 |
| JCPI | JPMORGAN INFLATION MANAGED BOND ETF | $115.81万 | 0.15% | 23,820 | 23,820 | — | $115.81万 | 新建仓 |
| META | META PLATFORMS INC CL A | $115.63万 | 0.15% | 1,912 | 130 | 7.3% | $7.86万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $111.47万 | 0.15% | 13,086 | 10,424 | 391.6% | $88.80万 | 加仓 |
| TSLA | TESLA INC COM | $109.49万 | 0.15% | 2,812 | 148 | 5.6% | $5.76万 | 加仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $109.42万 | 0.15% | 18,624 | 17,808 | 2,182.4% | $104.62万 | 加仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $109.34万 | 0.15% | 5,651 | 5,651 | — | $109.34万 | 新建仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $108.68万 | 0.14% | 1,502 | 110 | 7.9% | $7.96万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $107.36万 | 0.14% | 18,060 | -585 | -3.1% | -$3.48万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $102.89万 | 0.14% | 12,905 | 1,125 | 9.6% | $8.97万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $101.53万 | 0.13% | 11,849 | -12,338 | -51.0% | -$105.72万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $99.20万 | 0.13% | 2,271 | 2,007 | 760.2% | $87.66万 | 加仓 |
| CLSE | CONVERGENCE LONG/SHORT EQUITY ETF | $93.31万 | 0.12% | 29,197 | 29,197 | — | $93.31万 | 新建仓 |
| — | VANECK ENERGY INCOME ETF | $89.11万 | 0.12% | 7,419 | 7,419 | — | $89.11万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON COM | $82.62万 | 0.11% | 3,664 | 213 | 6.2% | $4.80万 | 加仓 |
| MCO | MOODYS CORP COM | $82.01万 | 0.11% | 1,805 | 19 | 1.1% | $8,633 | 加仓 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $81.12万 | 0.11% | 10,509 | 10,359 | 6,906.0% | $79.96万 | 加仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $80.54万 | 0.11% | 9,118 | 9,118 | — | $80.54万 | 新建仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $79.22万 | 0.11% | 8,789 | 8,720 | 12,637.7% | $78.59万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $78.76万 | 0.10% | 16,446 | 1,148 | 7.5% | $5.50万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $75.41万 | 0.10% | 5,485 | 5,128 | 1,436.4% | $70.50万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $72.75万 | 0.10% | 15,720 | 7,831 | 99.3% | $36.24万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $72.29万 | 0.10% | 9,269 | -1,112 | -10.7% | -$8.67万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $71.58万 | 0.10% | 1,811 | 77 | 4.4% | $3.04万 | 加仓 |
| — | EXXON MOBIL CORP COM | $70.80万 | 0.09% | 4,572 | 297 | 6.9% | $4.60万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $69.79万 | 0.09% | 5,054 | -388 | -7.1% | -$5.36万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $68.84万 | 0.09% | 1,929 | 1,067 | 123.8% | $38.08万 | 加仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $67.14万 | 0.09% | 4,257 | 3,797 | 825.4% | $59.88万 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $66.62万 | 0.09% | 10,465 | -641 | -5.8% | -$4.08万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $65.45万 | 0.09% | 11,027 | -276 | -2.4% | -$1.64万 | 减仓 |
| LIN | LINDE PLC SHS | $64.68万 | 0.09% | 1,293 | 59 | 4.8% | $2.95万 | 加仓 |
| GSUS | GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF | $64.50万 | 0.09% | 6,463 | 6,463 | — | $64.50万 | 新建仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $63.00万 | 0.08% | 9,274 | 2,923 | 46.0% | $19.86万 | 加仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $57.69万 | 0.08% | 1,415 | 1,183 | 509.9% | $48.23万 | 加仓 |
| HEDJ | WISDOMTREE EUROPE HEDGED EQUITY FUND | $56.49万 | 0.08% | 10,341 | -32,414 | -75.8% | -$177.08万 | 减仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $56.09万 | 0.07% | 4,120 | 3,933 | 2,103.2% | $53.54万 | 加仓 |
| SYSB | ISHARES SYSTEMATIC BOND ETF | $56.05万 | 0.07% | 6,337 | 1,493 | 30.8% | $13.21万 | 加仓 |