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 |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO NASDAQ 100 ETF | $8,617.71万 | 10.85% | 296,733 | 6,529 | 2.2% | $189.62万 | 加仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $7,513.65万 | 9.46% | 1,867,208 | 68,481 | 3.8% | $275.57万 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $5,509.22万 | 6.94% | 1,742,873 | 46,661 | 2.8% | $147.50万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $4,605.57万 | 5.80% | 609,041 | 23,947 | 4.1% | $181.09万 | 加仓 |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $4,161.94万 | 5.24% | 481,038 | 9,891 | 2.1% | $85.58万 | 加仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $3,733.15万 | 4.70% | 390,783 | 8,291 | 2.2% | $79.20万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $2,142.16万 | 2.70% | 28,527 | 10,569 | 58.9% | $793.65万 | 加仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $2,100.94万 | 2.65% | 180,323 | 1,863 | 1.0% | $21.71万 | 加仓 |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $2,036.47万 | 2.56% | 208,847 | 7,881 | 3.9% | $76.85万 | 加仓 |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $1,867.98万 | 2.35% | 402,928 | 17,064 | 4.4% | $79.11万 | 加仓 |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | $1,838.85万 | 2.32% | 244,171 | 8,550 | 3.6% | $64.39万 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $1,772.44万 | 2.23% | 432,725 | 16,463 | 4.0% | $67.43万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,752.37万 | 2.21% | 24,844 | -477 | -1.9% | -$33.65万 | 减仓 |
| NANR | STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF | $1,666.71万 | 2.10% | 206,378 | 8,273 | 4.2% | $66.81万 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $1,544.54万 | 1.94% | 339,310 | 85,646 | 33.8% | $389.86万 | 加仓 |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $1,539.70万 | 1.94% | 146,722 | 4,690 | 3.3% | $49.22万 | 加仓 |
| USTB | VICTORYSHARES SHORT-TERM BOND ETF | $1,525.09万 | 1.92% | 302,568 | 9,730 | 3.3% | $49.04万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,492.10万 | 1.88% | 211,676 | -7,080 | -3.2% | -$49.91万 | 减仓 |
| AAPL | APPLE INC COM | $949.38万 | 1.20% | 29,132 | -390 | -1.3% | -$12.71万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $871.10万 | 1.10% | 64,066 | 6,797 | 11.9% | $92.42万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $867.93万 | 1.09% | 128,033 | 12,734 | 11.0% | $86.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $733.31万 | 0.92% | 34,580 | 524 | 1.5% | $11.11万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $725.59万 | 0.91% | 31,447 | -2,920 | -8.5% | -$67.37万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $553.73万 | 0.70% | 70,119 | -16,243 | -18.8% | -$128.27万 | 减仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $530.41万 | 0.67% | 114,214 | 4,043 | 3.7% | $18.78万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $472.59万 | 0.60% | 138,794 | 6,703 | 5.1% | $22.82万 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $437.72万 | 0.55% | 194,584 | 28,442 | 17.1% | $63.98万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $433.44万 | 0.55% | 35,881 | 4,872 | 15.7% | $58.85万 | 加仓 |
| MBB | ISHARES MBS ETF | $412.59万 | 0.52% | 44,293 | 5,567 | 14.4% | $51.86万 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $409.87万 | 0.52% | 90,499 | -1,775 | -1.9% | -$8.04万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $357.66万 | 0.45% | 45,023 | -29,060 | -39.2% | -$230.85万 | 减仓 |
| AMZN | AMAZON COM INC COM | $350.28万 | 0.44% | 14,306 | -455 | -3.1% | -$11.14万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $345.76万 | 0.44% | 5,033 | -195 | -3.7% | -$13.40万 | 减仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $339.78万 | 0.43% | 34,856 | -3,568 | -9.3% | -$34.78万 | 减仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $305.90万 | 0.39% | 62,136 | 8,846 | 16.6% | $43.55万 | 加仓 |
| IDEQ | LAZARD INTERNATIONAL DYNAMIC EQUITY ETF | $302.48万 | 0.38% | 87,244 | 3,342 | 4.0% | $11.59万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $293.28万 | 0.37% | 9,333 | -1,189 | -11.3% | -$37.36万 | 减仓 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $290.10万 | 0.37% | 107,505 | 3,411 | 3.3% | $9.20万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $287.20万 | 0.36% | 27,125 | 1,235 | 4.8% | $13.08万 | 加仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $277.67万 | 0.35% | 64,951 | -14,782 | -18.5% | -$63.19万 | 减仓 |
| IALT | ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF | $271.41万 | 0.34% | 93,945 | 93,945 | — | $271.41万 | 新建仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $260.26万 | 0.33% | 79,107 | -3,259 | -4.0% | -$10.72万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $255.48万 | 0.32% | 7,337 | -21 | -0.3% | -$7,312 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $244.41万 | 0.31% | 5,532 | -725 | -11.6% | -$32.03万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $228.33万 | 0.29% | 18,883 | -60,757 | -76.3% | -$734.66万 | 减仓 |
| GLD | SPDR GOLD SHARES | $224.25万 | 0.28% | 5,915 | 251 | 4.4% | $9.52万 | 加仓 |
| GGOV | ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF | $220.44万 | 0.28% | 44,106 | 44,106 | — | $220.44万 | 新建仓 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $217.82万 | 0.27% | 69,238 | 13,733 | 24.7% | $43.20万 | 加仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $212.50万 | 0.27% | 59,308 | 59,298 | 592,980.0% | $212.47万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $206.28万 | 0.26% | 5,285 | -66 | -1.2% | -$2.58万 | 减仓 |
| FEMS | FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND | $201.65万 | 0.25% | 44,430 | -3,475 | -7.3% | -$15.77万 | 减仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $197.98万 | 0.25% | 6,993 | 5 | 0.1% | $1,416 | 加仓 |
| ILOW | AB INTERNATIONAL LOW VOLATILITY EQUITY ETF | $195.98万 | 0.25% | 42,921 | -1 | -0.0% | -$46 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $190.22万 | 0.24% | 5,454 | 1 | 0.0% | $349 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $176.52万 | 0.22% | 5,160 | 69 | 1.4% | $2.36万 | 加仓 |
| LMUB | ISHARES LONG-TERM NATIONAL MUNI BOND ETF | $174.75万 | 0.22% | 34,888 | 1,551 | 4.7% | $7.77万 | 加仓 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $162.39万 | 0.20% | 33,196 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $144.26万 | 0.18% | 32,050 | 331 | 1.0% | $1.49万 | 加仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $132.30万 | 0.17% | 21,713 | -1,819 | -7.7% | -$11.08万 | 减仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $127.14万 | 0.16% | 13,155 | -117 | -0.9% | -$1.13万 | 减仓 |
| JCPI | JPMORGAN INFLATION MANAGED BOND ETF | $119.34万 | 0.15% | 25,061 | 1,241 | 5.2% | $5.91万 | 加仓 |
| AVGO | BROADCOM INC COM | $118.52万 | 0.15% | 2,987 | 52 | 1.8% | $2.06万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $118.34万 | 0.15% | 13,453 | 367 | 2.8% | $3.23万 | 加仓 |
| META | META PLATFORMS INC CL A | $117.41万 | 0.15% | 1,872 | -40 | -2.1% | -$2.51万 | 减仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $117.33万 | 0.15% | 18,773 | 149 | 0.8% | $9,312 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $116.92万 | 0.15% | 5,379 | -11,674 | -68.5% | -$253.74万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $116.58万 | 0.15% | 3,410 | 57 | 1.7% | $1.95万 | 加仓 |
| TSLA | TESLA INC COM | $115.31万 | 0.15% | 3,083 | 271 | 9.6% | $10.14万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $108.89万 | 0.14% | 18,393 | 333 | 1.8% | $1.97万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $108.88万 | 0.14% | 20,954 | -21,827 | -51.0% | -$113.42万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $108.83万 | 0.14% | 14,008 | 2,159 | 18.2% | $16.77万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $107.60万 | 0.14% | 1,440 | -62 | -4.1% | -$4.63万 | 减仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $103.55万 | 0.13% | 5,738 | 87 | 1.5% | $1.57万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $103.44万 | 0.13% | 12,998 | 93 | 0.7% | $7,401 | 加仓 |
| CLSE | CONVERGENCE LONG/SHORT EQUITY ETF | $102.69万 | 0.13% | 30,044 | 847 | 2.9% | $2.90万 | 加仓 |
| — | VANECK ENERGY INCOME ETF | $98.40万 | 0.12% | 7,901 | 482 | 6.5% | $6.00万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $92.97万 | 0.12% | 3,637 | -27 | -0.7% | -$6,902 | 减仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $92.43万 | 0.12% | 11,308 | 2,519 | 28.7% | $20.59万 | 加仓 |
| MCO | MOODYS CORP COM | $88.46万 | 0.11% | 1,806 | 1 | 0.1% | $490 | 加仓 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $87.75万 | 0.11% | 10,920 | 411 | 3.9% | $3.30万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $82.02万 | 0.10% | 17,158 | 712 | 4.3% | $3.40万 | 加仓 |
| MET | METLIFE INC COM | $81.71万 | 0.10% | 8,761 | -6,624 | -43.1% | -$61.78万 | 减仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $81.64万 | 0.10% | 9,247 | 129 | 1.4% | $1.14万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $79.60万 | 0.10% | 5,734 | 249 | 4.5% | $3.46万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $76.16万 | 0.10% | 9,831 | 562 | 6.1% | $4.35万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $74.11万 | 0.09% | 1,813 | 2 | 0.1% | $817 | 加仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $73.04万 | 0.09% | 4,457 | 200 | 4.7% | $3.28万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $67.60万 | 0.09% | 4,637 | -417 | -8.3% | -$6.08万 | 减仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $67.33万 | 0.08% | 9,815 | 541 | 5.8% | $3.71万 | 加仓 |
| GSUS | GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF | $66.75万 | 0.08% | 6,463 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $65.85万 | 0.08% | 17,635 | 1,915 | 12.2% | $7.15万 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $65.59万 | 0.08% | 10,188 | -277 | -2.6% | -$1.78万 | 减仓 |
| LIN | LINDE PLC SHS | $64.56万 | 0.08% | 1,269 | -24 | -1.9% | -$1.22万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $64.11万 | 0.08% | 4,151 | 4,151 | — | $64.11万 | 新建仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $61.81万 | 0.08% | 10,511 | -516 | -4.7% | -$3.03万 | 减仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $60.75万 | 0.08% | 4,324 | 204 | 5.0% | $2.87万 | 加仓 |
| SYSB | ISHARES SYSTEMATIC BOND ETF | $60.63万 | 0.08% | 6,939 | 602 | 9.5% | $5.26万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $60.24万 | 0.08% | 1,231 | 40 | 3.4% | $1.96万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $53.42万 | 0.07% | 557 | 23 | 4.3% | $2.21万 | 加仓 |
| LLY | ELI LILLY & CO COM | $52.32万 | 0.07% | 450 | 12 | 2.7% | $1.40万 | 加仓 |