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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 6
增持 60
减持 68
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
USTB
VICTORY II VICTORYSHARESSRT ETF IV
+$11.3M
227,743
建仓
HYDB
ISHARES HIGH YLD BND FCTETF
+$10.6M
228,587
减持
VCSH
VGRD STC ETF DV
-$9.9M
3,782
-97%
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。
减持
ANGL
VANECK FALN ANGL HY BND ETF IV
-$8.6M
56,518
-85%
增持
QQQ
INVSC QQQ TRUST SRS 1 ETF IV
+$7.4M
118,121
+3%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$7.1M
826,304
+11%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$5.0M
385,022
+12%
增持
IJR
ISHARES CORE S&P SMALL-CAP ETF
+$4.2M
182,111
+11%
增持
IMCG
ISHARES MORGSTAR MID CAPGRO ETF
+$3.3M
257,197
+11%
增持
REZ
ISHS RESI AND MULTI REALESTATE ETF
+$2.1M
107,213
+21%
增持
ICVT
ISHARES CONVERTIBLE BONDETF
+$1.7M
141,795
+11%
增持
BIV
VANGUARD INTERMEDIATE TERM BOND ETF
+$1.6M
160,734
+9%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$1.4M
14,699
+28%
增持
VOE
VANGUARD MID CAP VALUE ETF
+$1.4M
53,757
+10%
增持
FXZ
FIRST TRUST MATERIALS ALPHADEX ETF
+$1.3M
102,991
+11%
增持
FTLS
1ST TRST LONG SHRT
+$987.6K
149,949
+7%
增持
AAPL
APPLE INC
+$808.2K
17,784
+16%
减持
IVV
ISHARES CORE S&P 500 ETF
-$781.9K
4,653
-33%
增持
FEMS
FT EMRGING MKTS SML CAP ALPHADEX ETF
+$712.8K
215,888
+9%
减持
IUSB
ISHARES TOTAL USD BOND MARKET ETF
-$710.1K
28,689
-38%
增持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ET
+$546.2K
90,637
+18%
减持
VOO
VANGUARD S&P 500 ETF
-$457.8K
2,309
-38%
增持
ABBV
ABBVIE INC
+$453.6K
3,718
+352%
增持
FALN
ISHARES FALLEN ANGELS USD BOND ETF
+$396.7K
80,681
+15%
减持
GOVT
ISHARES US TREASURY BONDETF
-$353.2K
10,550
-61%
增持
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
+$299.3K
10,652
+5%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$289.1K
10,872
-38%
增持
ABT
ABBOTT LABORATORIES
+$270.4K
2,856
+529%
增持
XLRE
REAL ESTATE SELECT SCTR SPDR ETF
+$268.0K
29,303
+10%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$254.6K
15,799
-36%
减持
BSV
VANGUARD SHORT-TERM BONDETF
-$245.7K
8,378
-29%
减持
MBB
ISHARES MBS ETF
-$245.1K
5,216
-37%
减持
BNDX
VANGUARD TOTAL INTERNATLBND ETF IV
-$237.1K
13,084
-29%
减持
EFG
ISHARES MSCI EAFE GROWTHETF
-$209.7K
6,201
-34%
减持
TFLO
ISHARES TREASURY FLOATING RATE B ETF
-$206.1K
6,241
-39%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$204.3K
5,538
-34%
增持
GOOG
ALPHABET INC. CLASS C
+$189.0K
2,044
+172%
减持
EFAV
ISHARES MSCI EAF MIN VOLFCT ETF
-$183.9K
896
-76%
增持
AOA
ISHRS CORE AGR ALLO
+$182.4K
14,441
+13%
增持
GOOGL
ALPHABET INC. CLASS A
+$165.6K
2,633
+70%
清仓
AERG
APPLIED ENERGETICS
-$155.0K
0
-100%
增持
DWAS
INVESCO II INSCO DY WRT SMLP ETF IV
+$154.5K
2,765
+169%
清仓
MUJ
BLACKROCK MUNIHOLDINGS N
-$137.4K
0
-100%
增持
SBUX
STARBUCKS CORP
+$132.9K
2,026
+200%
减持
MSFT
MICROSOFT CORP
+$119.5K
2,814
-5%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$118.2K
4,864
-40%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$116.6K
3,005
-30%
减持
USMV
ISHARES MSCI USA MIN VOLFCTR ETF
-$115.4K
1,299
-57%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$115.1K
3,872
-32%
增持
ONEY
SPDR RUSSELL 1000 YIELD FOCUS ETF
+$109.5K
1,842
+121%
增持
DE
DEERE & CO
+$108.0K
271
+27000%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$103.1K
1,374
-32%
减持
QUAL
ISHARES MSCI USA QLTY FACT ETF
-$102.9K
2,356
-31%
减持
DES
WISDOMTREE US SMALLCAP DIVIDEND ETF
-$102.8K
1,597
-71%
减持
VMBS
VANGUARD MORTGAGE BACKEDSEC ETF
-$99.3K
7,471
-27%
增持
SPY
SPDR S&P 500 ETF
+$97.4K
1,971
+0%
减持
IWB
ISHARES RUSSELL 1000 ETF
-$96.8K
3,980
-18%
建仓
OEF
ISHARES S&P 100 ETF
+$96.1K
430
减持
VXF
VANGUARD EXTENDED MARKETETF
-$91.0K
987
-44%
减持
IGSB
ISHARES TR IS 1-5 YR IN GR CR BD ETF
-$88.3K
683
-72%
减持
AXP
AMERICAN EXPRESS CO
+$83.1K
5,211
-13%
减持
BLV
VANGUARD LONG TERM BOND ETF
-$82.4K
3,763
-30%
减持
TIP
ISHARES TIPS BOND ETF
-$81.0K
949
-46%
减持
PEY
INVSC HIGH YIELD DIVIDEND ETF
-$78.5K
14,953
-27%
减持
TLT
ISHARES 20 PLS YEAR TREASURY BND ETF
-$76.8K
2,833
-30%
增持
MCD
MCDONALDS CORP
+$74.6K
510
+75%
减持
AMP
AMERIPRISE FINL
-$73.7K
495
-38%
减持
BOND
PIMCO ACTIVE BOND ETF
-$71.7K
5,213
-17%
减持
IJH
ISHARES CORE S&P MID-CAPETF
-$70.6K
626
-36%
减持
LQD
ISHARES IBOXX INVT GRADEBOND ETF
-$69.4K
1,635
-33%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$63.3K
10,956
+0%
建仓
SIGI
SELECTIVE INS GROUP
+$63.0K
633
增持
HD
HOME DEPOT INC
+$58.9K
1,152
+2%
减持
—
EXXON MOBIL CORP
-$57.4K
2,833
-2%
增持
AOR
ISHRS CORE GRW ALLO
+$56.5K
5,191
+17%
增持
XLE
ENERGY SELECT SECTOR SPDR ETF
+$56.5K
6,085
+21%
减持
—
THOMSON REUTERS CORP F
+$54.8K
2,334
-0%
减持
DLN
WISDOMTREE US LARGECAP DIVIDEND ETF
-$53.6K
451
-67%
减持
IAGG
ISHARES INTERNTINL AGGRGT BND ETF
-$52.4K
7,513
-14%
减持
CWB
SPDR BLOOMBERG CONVRTBL SECRS ETF
-$51.6K
857
-49%
减持
IEMG
ISHARES CORE MSCI EMERGING ETF
-$51.1K
8,964
-15%
减持
MCO
MOODYS CORP
-$49.3K
1,867
-24%
减持
ESGE
ISHARES ESG AWARE MSCI EM ETF
-$48.0K
954
-63%
增持
PEG
PUB SVC ENTERPISE GP
+$47.6K
11,187
+0%
减持
AMZN
AMAZON.COM INC
+$46.4K
3,326
-8%
减持
PKW
INVSC BUYBACK ACHIEVERS ETF
-$46.4K
325
-63%
增持
PINS
PINTEREST INC CLASS A
+$45.2K
1,514
+275%
增持
META
META PLATFORMS INC CLASS A
+$42.3K
535
+9%
清仓
CMRF
CIM REAL ESTATE FINANCE
-$41.3K
0
-100%
减持
ACWV
ISHARES MSCI GLOBAL MIN VOL FCT ETF
-$40.4K
290
-60%
减持
QQQM
INVESCO NASDAQ 100 ETF
-$40.2K
196
-61%
减持
—
LINDE PLC F
+$39.7K
1,132
-1%
减持
LMT
LOCKHEED MARTIN CORP
+$39.3K
1,016
-1%
清仓
XYLD
GLOBAL X S&P 500 COVERED
-$39.1K
0
-100%
增持
XLK
TECHNOLOGY SELECT SECTORSPDR ETF
+$37.5K
608
+25%
减持
SUB
ISHARES SHORT TERM NTNL MUN BND ETF
-$35.7K
255
-58%
增持
AOM
ISHRS CORE MOD ALLO
+$35.5K
3,547
+24%
增持
NULG
NUVEEN ESG LARGE CAP GROWTH ETF
+$34.8K
3,581
+0%
清仓
—
ACTIVISION BLIZZARD
-$32.6K
0
-100%
建仓
IXC
ISHARES GLOBAL ENERGY ETF
+$32.3K
827
增持
NFLX
NETFLIX INC
+$31.5K
157
+32%
增持
VEU
VANGUARD FTSE ALL WORLD EX US ETF
+$31.2K
3,718
+9%
增持
XLV
SELECT SECTOR HEALTH CARE SPDR ETF
+$29.9K
715
+36%
增持
EMXC
ISHARES MSCI EMERGING MARKETS ETF
+$29.7K
1,470
+41%
建仓
HIMX
HIMAX TECHNOLOGIES INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS
+$29.1K
4,795
增持
PANW
PALO ALTO NETWORKS
+$28.8K
329
+13%
减持
AVGO
BROADCOM INC
-$28.5K
118
-39%
减持
VGIT
VANGUARD INTRMDIAT TRM TRSRY ETF
-$27.3K
1,004
-34%
增持
UBER
UBER TECHNOLOGIES INC
+$26.2K
1,047
+26%
减持
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
-$25.5K
319
-50%
增持
VPL
VANGUARD FTSE PACIFIC ETF
+$25.3K
1,187
+32%
减持
NVDA
NVIDIA CORP
+$25.1K
763
-6%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$25.1K
291
-57%
增持
SHY
ISHARES 1-3 YEAR TREASRYBOND ETF
+$24.8K
329
+1119%
减持
IXN
ISHARES GLOBAL TECH ETF
-$24.7K
446
-53%
增持
VBR
VANGUARD SMALL CAP VALUEETF
+$24.2K
1,139
+0%
减持
AGG
ISHARES CORE US AGGREGATE BOND ETF
-$23.8K
1,033
-23%
清仓
IFF
INTL FLAVORS& FRAGRA
-$23.7K
0
-100%
增持
NOW
SERVICE NOW INC
+$23.1K
130
+6%
清仓
GBTC
GRAYSCALE BITCOIN TR BTC
-$23.0K
0
-100%
增持
VRTX
VERTEX PHARMACEUTICA
+$22.8K
138
+44%
减持
IYE
ISHARES US ENERGY ETF
-$22.8K
758
-36%
清仓
PCOK
PACIFIC OAK STRATEGIC OP
-$22.4K
0
-100%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$22.0K
2,407
+1%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$21.6K
1,833
-21%
增持
PYPL
PAYPAL HOLDINGS INCORPOR
+$21.5K
618
+120%
减持
SCHZ
SCHWAB US AGGREGATE BONDETF
-$21.2K
5,301
-13%
减持
JPM
JPMORGAN CHASE & CO
+$20.1K
984
-3%
增持
NUMG
NUVEEN ESG MID CAP GROWTH ETF
+$19.9K
3,476
+0%
增持
SPGI
S&P GLOBAL INC
+$19.8K
201
+7%
清仓
UMAY
INNOVATOR US EQUITY
-$19.1K
0
-100%
清仓
UJUN
INNOVATOR US EQUITY
-$19.1K
0
-100%
清仓
USEP
INNOVATOR US EQY ULTRA
-$18.9K
0
-100%
清仓
UAUG
INNOVATOR US EQUITY
-$18.9K
0
-100%
清仓
UJUL
INNOVATOR US EQUITY
-$18.8K
0
-100%
清仓
LVMUY
LVMH MOET HENNESSY LOU F
-$18.7K
0
-100%
减持
—
PARAMOUNT GLOBAL CLASS B
-$18.6K
1,335
-55%
减持
CRM
SALESFORCE INC
+$18.1K
380
-6%
减持
CSCO
CISCO SYSTEMS INC
-$17.9K
2,785
-6%
清仓
TDVG
T ROWE PRICE DIVIDEND
-$17.5K
0
-100%
增持
XLC
COMMUNICAT SVS SLCT SEC SPDR ETF
+$17.3K
735
+33%
增持
AEP
AMER ELECTRIC PWR CO
+$17.2K
320
+174%
增持
V
VISA INC CLASS A
+$17.1K
549
+0%
减持
DEM
WISDOMTREE EMRG MRKT HG DIV ETF
-$17.1K
325
-60%
增持
SHW
SHERWIN WILLIAMS CO
+$16.7K
239
+5%
清仓
EEM
ISHARES MSCI EMERGING
-$16.5K
0
-100%
减持
EEMV
ISHS MSCI EMERG MRKT MINVOL FCT ETF
-$16.2K
624
-35%
减持
EMB
ISHARES JP MORGAN USD EMERGING MARKE
-$16.1K
3,430
-12%
增持
ZTS
ZOETIS INC CLASS A
+$16.1K
293
+22%
增持
DOCU
DOCUSIGN INC
+$15.7K
478
+58%
