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Cornerstone Planning Group LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Cornerstone Planning Group LLC
报告期 2026-03-31 · CIK 0001822587
持仓数
1,818
前50大市值合计
$642.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
22Q4
23Q2 调仓
2022-12-31 → 2023-06-30 · 共 150 项
建仓 39
增持 31
减持 59
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TRUST UNIT SER 1 ETF
+$13.7M
98,497
+19%
增持
SCHD
SCHWAB STRATEGIC TR US DIVIDEND EQ ETF
+$4.9M
286,716
+35%
增持
VEA
VANGUARD FTSE DEVELOPED MKTS ETF
+$4.5M
626,134
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+15%
增持
FXZ
FIRST TRUST EXCH TRADED FUND 2 MATERIALS ALPH ETF
+$4.4M
77,035
+894%
减持
VAW
VANGUARD MATERIALS ETF
-$4.3M
568
-98%
减持
BND
VANGUARD TOTAL BND MRKT ETF
-$3.3M
8,656
-83%
增持
IJR
ISHARES TRUST CORE S&P SCP ETF
+$3.0M
139,489
+27%
增持
IMCG
ISHARES TRUST MRGSTR MD CP GRW ETF
+$2.9M
194,674
+21%
清仓
FTSL
FIRST TR EXCHANGE TRADED FD IV SENIOR LN FD ETF
-$2.5M
0
-100%
清仓
FDVV
FIDELITY COVINGTON TRUST HIGH DIVID ETF
-$2.2M
0
-100%
增持
BIV
VANGUARD INTERMED TERM ETF
+$2.2M
131,215
+31%
清仓
USTB
VICTORY PORTFOLIOS II SHARES USAA CORE SHORT TERM
-$2.0M
0
-100%
增持
ANGL
VANECK ETF TRUST FALLEN ANGEL HIGH YLD BD EF
+$2.0M
332,490
+29%
减持
IWY
ISHARES TRUST RUS TP200 GR ETF
-$2.0M
10,189
-65%
减持
SCHF
SCHWAB STRATEGIC TR INTL EQTY ETF
-$2.0M
22,141
-72%
增持
VCSH
VANGUARD SHRT TRM CORP BD ETF
+$2.0M
120,369
+29%
增持
ICVT
ISHARES TRUST CONV BD ETF
+$1.9M
111,804
+21%
减持
SJNK
SPDR SPDR BLOOMBERG SHORT TERM H
-$1.5M
44
-100%
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$1.4M
0
-100%
清仓
FCVT
FIRST TR EXCHANGE TRADED FD IV SSI STRG ETF
-$1.4M
0
-100%
增持
REZ
ISHARES TRUST ISHARES RESIDENTIAL AND MUL
+$1.4M
73,408
+30%
减持
ESGU
ISHARES TRUST ESG AWARE MSCI USA ETF
-$1.3M
10,681
-61%
清仓
VIOO
VANGUARD SMLLCP 600 IDX ETF
-$1.3M
0
-100%
增持
FTLS
FIRST TRUST EXCHANGE-TRADED FU LNG/SHT EQUITY ETF
+$1.3M
119,019
+17%
减持
IVV
ISHARES TRUST CORE S&P500 ETF
-$1.2M
6,994
-37%
增持
VOE
VANGUARD MCAP VL IDXVIP ETF
+$1.1M
41,612
+23%
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$1.1M
0
-100%
增持
FEMS
FIRST TRUST EXCHANGE-TRADED AL EM SML CP ALPH ETF
+$1.0M
169,232
+32%
减持
AAPL
APPLE INC COM
-$1.0M
11,879
-51%
清仓
XMMO
INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM ETF
-$905.9K
0
-100%
增持
SPY
SPDR S&P500 ETF TRUST TR UNIT ETF
+$739.9K
1,954
+501%
建仓
—
UNITED STATES TREASURY NOTES NOTE
+$697.8K
705
减持
IUSB
ISHARES TRUST CORE TOTAL USD ETF
-$676.4K
55,378
-19%
建仓
—
UNITED STATES TREASURY NOTES NOTE
+$665.8K
674
减持
EFV
ISHARES TRUST EAFE VALUE ETF
-$659.4K
16,049
-46%
增持
QUAL
ISHARES TRUST MSCI USA QUALITY FACTOR ETF
+$613.0K
4,595
+7822%
减持
SDY
SPDR SERIES TRUST S&P DIVID ETF
-$610.2K
315
-94%
减持
VTI
VANGUARD TOTAL STK MKT ETF
-$534.9K
3,822
-46%
增持
IWB
ISHARES TRUST RUS 1000 ETF
+$478.3K
4,918
+46%
减持
VOO
VANGUARD S&P 500 ETF SHS
-$477.7K
4,219
-31%
增持
SPYM
SPDR SERIES TRUST PORTFOLIO S&P 500 ETF
+$474.6K
10,916
+429%
减持
XLRE
SELECT SECTOR SPDR TRUST RL EST SEL SEC ETF
-$450.0K
20,099
-35%
建仓
—
LINDE PLC COM
+$439.4K
1,153
减持
BSV
VANGUARD SHORT TRM BOND ETF
-$439.1K
13,702
-29%
增持
IWF
ISHARES TRUST RUS 1000 GRW ETF
+$434.6K
6,626
+5%
建仓
—
UNITED STATES TREASURY NOTES NOTE
+$432.3K
441
清仓
EWX
SPDR INDEX SHARES FUNDS S&P EMKTSC ETF
-$394.1K
0
-100%
清仓
—
LINDE PLC COM
-$393.3K
0
-100%
建仓
—
UNITED STATES TREASURY NOTES NOTE
+$360.7K
365
建仓
—
THOMSON-REUTERS CORP COM
+$324.9K
2,408
清仓
—
EXCHANGE TRADED CONCEPTS TRUST HULL TACTIC US ETF
-$315.6K
0
-100%
减持
VGIT
VANGUARD INTER TERM TREAS ETF
-$299.8K
2,334
-68%
建仓
—
UNITED STATES TREASURY NOTES NOTE
+$276.9K
287
减持
SHYG
ISHARES TRUST 0-5YR HI YL CP ETF
-$276.7K
912
-88%
减持
ICSH
ISHARES TRUST BLACKROCK ULTRA SHT TRM BD
-$274.8K
575
-90%
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$269.7K
0
-100%
减持
TLH
ISHARES TRUST 10-20 YR TRS ETF
-$268.7K
2,119
-51%
减持
EEMV
ISHARES INC MSCI EMERGING MARKETS MIN V
-$258.6K
937
-83%
减持
GOVT
ISHARES TRUST US TREAS BD ETF
-$254.9K
40,308
-20%
建仓
—
UNITED STATES TREASURY NOTES NOTE
+$253.4K
265
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$250.7K
0
-100%
建仓
—
STATE BK FENTON MICH CD
+$250.0K
250
建仓
—
UNITED STATES TREASURY BILLS BILL
+$248.2K
250
建仓
—
PINNACLE BK NASHVILLE TENN CD MTHLY
+$246.8K
249
减持
BNDX
VANGUARD TOTAL INT BD ETF
-$246.2K
20,899
-19%
增持
SCHZ
SCHWAB STRATEGIC TR US AGGREGATE B ETF
+$233.1K
6,067
+511%
建仓
—
RBS CTZNS NA PROVIDENCE RI CD
+$226.4K
227
建仓
—
WELLS FARGO BANK NATIONAL ASSN CD
+$226.4K
227
建仓
NULG
NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF
+$222.0K
3,568
减持
BLV
VANGUARD LONG TERM BOND ETF
-$213.4K
6,580
-27%
增持
IEMG
ISHARES INC CORE MSCI EMKT ETF
+$206.2K
13,053
+51%
减持
EUSB
ISHARES TRUST ESG ADVANCED TOTAL USD BD M
-$204.9K
140
-97%
清仓
—
THOMSON-REUTERS CORP COM
-$201.9K
0
-100%
减持
VMBS
VANGUARD MTG-BKD SECS ETF
-$200.3K
11,295
-26%
减持
VWO
VANGUARD FTSE EMR MKT ETF
-$200.0K
9,007
-33%
增持
IYW
ISHARES TRUST U.S. TECH ETF
+$198.9K
3,498
+48%
减持
TSLA
TESLA INC COM
+$197.3K
1,565
-6%
减持
EFG
ISHARES TRUST EAFE GRWTH ETF
-$190.9K
11,256
-20%
清仓
—
WESTERN ALLIANCE BANCORP CD
-$180.0K
0
-100%
建仓
—
JPMORGAN CHASE BANK NA CD M/W CLBL
+$174.6K
175
增持
AXP
AMERICAN EXPRESS CO COM
+$169.9K
5,993
+1%
增持
NVDA
NVIDIA CORP COM
+$169.4K
625
+10%
减持
TIP
ISHARES TRUST TIPS BD ETF
-$168.1K
435
-78%
增持
HEFA
ISHARES TRUST HDG MSCI EAFE ETF
+$166.6K
46,037
+4%
减持
EEM
ISHARES TRUST MSCI EMG MKT ETF
-$165.4K
541
-88%
减持
VO
VANGUARD MID CAP ETF
-$157.7K
1,252
-40%
减持
PAVE
GLOBAL X FDS US INFR DEV ETF
-$151.9K
413
-93%
减持
HD
HOME DEPOT INC COM
-$151.0K
716
-40%
建仓
—
GOLDMAN SACHS BK USA NEW YORK CD M/W MTHLY CLBL
+$149.6K
150
清仓
SPYV
SPDR SERIES TRUST PRTFLO S&P500 VL ETF
-$147.3K
0
-100%
减持
USMV
ISHARES TRUST MSCI USA MIN VOL FACTOR ETF
-$146.0K
3,657
-37%
减持
DSI
ISHARES TRUST MSCI KLD400 SOC ETF
-$137.8K
113
-94%
增持
AMZN
AMAZON COM INC COM
+$136.4K
3,315
+5%
建仓
NUMG
NUVEEN ESG NUVEEN ESG MID CAP GRWTH ETF
+$135.4K
3,470
清仓
FBND
FIDELITY COVINGTON TRUST TOTAL BD ETF
-$132.5K
0
-100%
建仓
ISMD
NORTHERN LIGHTS FUND TRUST IV INSPIRE SMALL/MID CAP ETF
+$130.8K
4,071
减持
EMLC
VANECK ETF TRUST VANECK J. P. MORGAN EM LOCA
-$122.4K
2,584
-65%
减持
HDV
ISHARES TRUST CORE HIGH DV ETF
-$122.0K
718
-62%
建仓
—
UNITED STATES TREASURY BILLS BILL
+$120.9K
121
建仓
—
CHARLES SCHWAB BANK SSB CD
+$119.7K
120
清仓
—
AIRCASTLE LIMITED NOTE M/W CLBL
-$118.9K
0
-100%
减持
MSFT
MICROSOFT CORP COM
+$116.0K
2,362
-20%
建仓
—
UNITED STATES TREASURY BILLS BILL
+$115.0K
116
减持
USXF
ISHARES TRUST ESG ADVANCED MSCI USA ETF
-$114.2K
228
-94%
增持
IWM
ISHARES TRUST RUSSELL 2000 ETF
+$113.0K
726
+476%
减持
VXF
VANGUARD EXTEND MKT ETF
-$106.4K
2,000
-31%
建仓
—
UNITED BANKOF FAIRFAX CD
+$106.0K
106
减持
MTUM
ISHARES TRUST MSCI USA MOMENTUM FACTOR ETF
-$104.9K
424
-64%
减持
CVX
CHEVRON CORPORATION COM
-$103.4K
716
-41%
清仓
—
WELLS FARGO BANK NATIONAL ASSN CD
-$100.0K
0
-100%
建仓
—
BANK HOPE LOS ANGELES CA CD
+$100.0K
100
建仓
—
ZIONS BANCORPORATION N A CD
+$100.0K
100
建仓
—
UNITED STATES TREASURY BILLS BILL
+$99.5K
100
减持
VTV
VANGUARD VALUE ETF
-$99.4K
502
-59%
建仓
—
UNITED STATES TREASURY NOTES NOTE
+$98.2K
100
建仓
—
UNITED STATES TREASURY NOTES NOTE
+$94.8K
97
减持
USHY
ISHARES TRUST BROAD USD HIGH ETF
-$91.7K
1,706
-60%
增持
MCO
MOODYS CORP COM
+$89.3K
2,462
+1%
增持
VEU
VANGUARD ALLWRLD EX US ETF
+$86.9K
3,423
+85%
建仓
QQQM
INVESCO EXCHANGE TRADED FUND T NASDAQ 100 ETF
+$86.2K
567
减持
BBJP
JP MORGAN ETF TRUST BETABUILDERS JAPAN ETF NEW
-$83.4K
1,292
-59%
减持
VCIT
VANGUARD INT-TERM CORP ETF
-$82.9K
861
-54%
减持
COP
CONOCOPHILLIPS COM
-$80.5K
831
-40%
减持
LLY
ELI LILLY AND COMPANY COM
-$78.7K
71
-78%
清仓
MUSA
MURPHY USA INC COM
-$78.0K
0
-100%
减持
VWOB
VANGUARD EMERGING MKT GOVT BOND INDE
-$77.6K
591
-67%
增持
BOND
PIMCO ETF TRUST ACTIVE BD ETF
+$77.6K
5,919
+20%
建仓
—
UNITED STATES TREASURY NOTES NOTE
+$77.4K
78
清仓
DFAT
DIMENSIONAL ETF TR US TARGETED VALUE ETF
-$77.0K
0
-100%
减持
ABBV
ABBVIE INC COM
-$76.3K
536
-46%
减持
ESML
ISHARES TRUST ESG AWARE MSCI USA SML CAP
-$76.0K
145
-94%
减持
DGRO
ISHARES TRUST CORE DIV GRWTH ETF
-$75.5K
869
-64%
增持
ESGD
ISHARES TRUST ESG AWARE MSCI EAFE ETF
+$75.4K
1,933
+108%
建仓
—
RBS CTZNS NA PROVIDENCE RI CD
+$74.9K
75
建仓
—
ALLY BANK MIDVALE UTAH CD
+$74.9K
75
建仓
—
CHARLES SCHWAB BANK SSB CD
+$74.9K
75
建仓
—
GOLDMAN SACHS BK USA NEW YORK CD
+$74.8K
75
建仓
—
MORGAN STANLEY PVT BK PURCHASE CD
+$74.8K
75
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$74.7K
19
-94%
建仓
—
CHARLES SCHWAB BANK SSB CD
+$74.6K
75
建仓
—
UNITED STATES TREASURY NOTES NOTE
+$73.9K
75
建仓
EQH
EQUITABLE HOLDINGS INC COM
+$72.8K
2,682
减持
JNJ
JOHNSON & JOHNSON COM
-$72.4K
949
-30%
减持
LCTU
BLACKROCK ETF TRUST US CARBON TRANSITION READIN
-$71.9K
89
-95%
减持
DMXF
ISHARES TRUST ESG ADVANCED MSCI EAFE ETF
-$71.6K
79
-94%
建仓
—
UNITED STATES TREASURY NOTES NOTE
+$70.9K
72
减持
SLYV
SPDR SERIES TRUST S&P 600 SMCP VAL ETF
-$70.4K
695
-56%
减持
FSTA
FIDELITY COVINGTON TRUST CONSMR STAPLES ETF
-$68.3K
728
-69%
建仓
—
UNITED STATES TREASURY BILLS BILL
+$68.2K
69
减持
CVS
CVS HEALTH CORPORATION COM
-$66.9K
184
-80%
