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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 33
增持 62
减持 52
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TRUST
+$2.8M
7,328
+276%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$2.3M
128,474
+4%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$2.2M
36,474
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。
+25406%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$2.2M
434,166
+5%
增持
REZ
ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF
+$1.7M
129,319
+8%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$1.4M
182,399
+6%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$1.4M
207,798
+6%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.2M
954,687
+7%
增持
USTB
VICTORYSHARES SHORT-TERM BOND ETF
+$1.0M
251,189
+7%
增持
AAPL
APPLE INC COM
+$958.9K
19,112
+15%
增持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
+$895.6K
27,110
+19688%
建仓
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
+$878.6K
9,328
增持
TIP
ISHARES TIPS BOND ETF
+$870.0K
8,470
+1594%
建仓
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
+$865.7K
25,681
增持
HYDB
ISHARES HIGH YIELD SYSTEMATIC BOND ETF
+$860.3K
276,569
+7%
增持
FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
+$793.9K
173,039
+7%
建仓
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$767.9K
15,730
建仓
SRLN
SPDR BLACKSTONE SENIOR LOAN ETF
+$751.5K
18,361
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$694.3K
61,878
+7%
减持
IVV
ISHARES CORE S&P 500 ETF
-$680.1K
1,424
-48%
增持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
+$606.5K
292,619
+7%
增持
ICVT
ISHARES CONVERTIBLE BOND ETF
+$562.6K
155,187
+6%
建仓
FNDC
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF
+$514.1K
15,188
减持
IWB
ISHARES RUSSELL 1000 ETF
-$476.3K
2,276
-43%
建仓
PSK
SPDR ICE PREFERRED SECURITIES ETF
+$437.5K
13,030
建仓
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
+$431.8K
7,213
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$275.8K
10,885
-38%
增持
FITB
FIFTH THIRD BANCORP COM
+$232.3K
6,218
+1906%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$212.9K
1,258
-60%
增持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
-$201.1K
97,803
+1%
减持
CVX
CHEVRON CORP NEW COM
-$199.7K
628
-65%
建仓
SPHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
+$195.1K
4,190
建仓
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$179.7K
699
增持
—
AON PLC SHS CL A
+$158.7K
483
+16000%
增持
FEMS
FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND
+$157.0K
253,537
+7%
增持
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$155.4K
1,009
+50350%
增持
LMT
LOCKHEED MARTIN CORP COM
+$151.5K
1,139
+12%
减持
ABT
ABBOTT LABS COM
-$148.1K
1,451
-50%
建仓
FDEC
FT VEST US EQUITY BUFFER ETF - DECEMBER
+$142.1K
3,438
增持
IBIT
ISHARES BITCOIN TRUST REGISTERED
+$141.5K
4,702
+9304%
建仓
FNB
F N B CORP COM
+$139.9K
10,320
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$137.9K
2,692
-47%
清仓
IWR
ISHARES RUSSELL MIDCAP ETF
-$133.5K
0
-100%
增持
MO
ALTRIA GROUP INC COM
+$131.3K
3,126
+493%
增持
NVDA
NVIDIA CORPORATION COM
+$129.5K
8,822
+934%
减持
ANGL
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
-$123.8K
25,843
-14%
增持
SO
SOUTHERN CO COM
+$122.0K
1,990
+201%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$120.1K
2,432
-45%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
-$118.8K
4,189
-34%
减持
ABBV
ABBVIE INC COM
-$118.3K
2,383
-30%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$116.3K
3,067
-40%
建仓
LDOS
LEIDOS HOLDINGS INC COM
+$115.6K
810
减持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
-$113.4K
1,347
-58%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$113.0K
999
+136%
增持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
+$111.0K
29,475
+0%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$109.0K
102
-84%
增持
BAC
BANK AMERICA CORP COM
+$108.1K
3,769
+368%
减持
DE
DEERE & CO COM
-$107.7K
5
-98%
增持
MCO
MOODYS CORP COM
+$106.3K
1,748
+0%
增持
KO
COCA COLA CO COM
+$103.1K
3,102
+78%
增持
MMM
3M CO COM
+$102.7K
869
+1425%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$93.6K
3,468
-18%
增持
MSFT
MICROSOFT CORP COM
+$92.3K
2,908
+12%
减持
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
-$90.8K
2,013
-34%
增持
PG
PROCTER AND GAMBLE CO COM
+$90.7K
1,295
+68%
增持
KKR
KKR & CO INC COM
+$88.7K
847
+6415%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$85.5K
1,703
+21188%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$85.4K
4,755
-46%
建仓
VDE
VANGUARD ENERGY ETF
+$83.7K
693
增持
TSLA
TESLA INC COM
+$83.6K
2,101
+14%
增持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
+$78.2K
11,386
+0%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$77.2K
467
+4145%
建仓
FMB
FIRST TRUST MANAGED MUNICIPAL ETF
+$75.8K
1,460
增持
RIO
RIO TINTO PLC SPONSORED ADR
+$74.5K
1,220
+3597%
建仓
AWK
AMERICAN WTR WKS CO INC NEW COM
+$73.5K
515
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$73.5K
4,908
-18%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$71.2K
8,192
-17%
增持
RY
ROYAL BK CDA COM
+$70.9K
704
+1971%
增持
AMZN
AMAZON COM INC COM
+$68.2K
4,227
+29%
增持
PM
PHILIP MORRIS INTL INC COM
+$66.8K
1,086
+87%
增持
CSCO
CISCO SYS INC COM
+$66.4K
2,630
+142%
减持
DVN
DEVON ENERGY CORP NEW COM
-$63.7K
52
-96%
减持
MBB
ISHARES MBS ETF
-$63.3K
1,546
-33%
建仓
BIZD
VANECK BDC INCOME ETF
+$62.3K
4,020
减持
MCD
MCDONALDS CORP COM
-$59.2K
267
-45%
增持
PHM
PULTE GROUP INC COM
+$59.1K
488
+5322%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$58.2K
887
-53%
建仓
EOS
EATON VANCE ENHANCED EQUITY IN COM
+$58.1K
2,958
增持
TGT
TARGET CORP COM
+$57.1K
488
+838%
建仓
VPU
VANGUARD UTILITIES ETF
+$56.9K
363
建仓
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$56.6K
1,125
减持
DYNF
BLACKROCK U.S. EQUITY FACTOR ROTATION ETF
-$55.9K
2,309
-37%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$55.1K
988
-27%
增持
AOA
ISHARES CORE AGGRESSIVE ALLOCATION ETF
+$54.8K
15,070
+5%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$54.3K
1,635
-25%
减持
VOO
VANGUARD S&P 500 ETF
-$53.9K
1,734
-7%
增持
KMI
KINDER MORGAN INC DEL COM
+$53.7K
4,135
+162%
增持
SPGI
S&P GLOBAL INC COM
+$53.0K
260
+59%
建仓
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$52.0K
685
建仓
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
+$49.5K
975
建仓
—
UNUSUAL WHALES SUBVERSIVE REPUBLICAN TRADING ETF
+$48.0K
1,671
建仓
—
UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF
+$45.6K
1,371
建仓
GLD
SPDR GOLD SHARES
+$43.4K
195
建仓
EXC
EXELON CORP COM
+$43.3K
1,154
减持
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$42.9K
843
-54%
增持
FALN
ISHARES FALLEN ANGELS USD BOND ETF
+$41.1K
87,415
+2%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$38.7K
3,500
-18%
减持
CSGP
COSTAR GROUP INC COM
-$37.8K
394
-46%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$37.5K
675
-30%
建仓
TAP
MOLSON COORS BEVERAGE CO CL B
+$36.3K
709
减持
IVE
ISHARES S&P 500 VALUE ETF
-$35.7K
311
-39%
清仓
QQQM
INVESCO NASDAQ 100 ETF
-$35.1K
0
-100%
增持
JNJ
JOHNSON & JOHNSON COM
+$34.5K
777
+28%
清仓
PKW
INVESCO BUYBACK ACHIEVERS ETF
-$33.5K
0
-100%
建仓
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$33.4K
575
增持
LLY
ELI LILLY & CO COM
+$33.0K
126
+43%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$30.6K
550
-18%
建仓
FLMI
FRANKLIN DYNAMIC MUNICIPAL BOND ETF
+$30.1K
1,215
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$29.9K
799
+7%
增持
LOW
LOWES COS INC COM
+$29.9K
226
+122%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$29.5K
807
+26%
减持
NKE
NIKE INC CL B
-$29.5K
108
-73%
建仓
IGEB
ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF
+$29.1K
640
减持
MRK
MERCK & CO INC COM
-$28.5K
1,455
-3%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$28.4K
2,640
-23%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$28.4K
6,385
+2%
减持
AOM
ISHARES CORE MODERATE ALLOCATION ETF
-$28.2K
3,158
-19%
减持
RYAAY
RYANAIR HOLDINGS PLC SPONSORED ADS
-$27.3K
86
-66%
建仓
TOL
TOLL BROTHERS INC COM
+$27.2K
212
增持
AVGO
BROADCOM INC COM
+$27.0K
1,040
+995%
减持
WST
WEST PHARMACEUTICAL SVSC INC COM
-$25.7K
72
-45%
减持
BLV
VANGUARD LONG-TERM BOND ETF
-$25.4K
2,354
-18%
减持
DIS
DISNEY WALT CO COM
-$25.1K
966
-0%
减持
VXF
VANGUARD EXTENDED MARKET ETF
-$25.1K
625
-17%
减持
VLO
VALERO ENERGY CORP COM
-$24.9K
122
-55%
建仓
FCF
FIRST COMWLTH FINL CORP PA COM
+$24.5K
1,515
增持
FDX
FEDEX CORP COM
+$24.4K
88
+4300%
减持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$23.3K
4,719
-14%
减持
—
THOMSON REUTERS CORP. COM
-$22.8K
2,272
-0%
减持
EEMV
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
-$22.7K
107
-79%
增持
SRE
SEMPRA COM
+$22.6K
3,854
+0%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$22.5K
180
-61%
减持
HEI
HEICO CORP NEW COM
-$22.2K
148
-44%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$22.2K
12,066
-1%
减持
MET
METLIFE INC COM
-$21.8K
1,491
-15%
建仓
FMHI
FIRST TRUST MUNICIPAL HIGH INCOME ETF
+$21.8K
441
建仓
PSP
INVESCO GLOBAL LISTED PRIVATE EQUITY ETF
+$21.5K
366
增持
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
+$21.3K
10,379
+0%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$20.9K
1,105
-23%
增持
WMT
WALMART INC COM
+$20.6K
2,369
+2%
