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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 15
增持 120
减持 13
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$5.1M
1,128,827
+6%
增持
QQQ
INVESCO QQQ TRUST SERIES I
-$2.7M
133,927
+8%
增持
SMLF
ISHARES U.S. SMALLCAP EQUITY FACTOR ETF
-$2.4M
399,823
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。
+8%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$1.6M
476,356
+4%
建仓
ILOW
AB INTERNATIONAL LOW VOLATILITY EQUITY ETF
+$1.6M
42,240
增持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
-$1.6M
329,167
+6%
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
-$1.6M
1,433,911
+6%
建仓
PJUL
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
+$1.3M
33,196
增持
AMZN
AMAZON COM INC COM
+$1.1M
13,142
+135%
增持
COWZ
PACER US CASH COWS 100 ETF
-$944.8K
193,432
+6%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$826.0K
15,543
+0%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$798.8K
220,358
-2%
增持
REZ
ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF
+$759.4K
151,420
+7%
增持
SPY
SPDR S&P 500 ETF TRUST
+$711.2K
3,067
+97%
增持
FEMS
FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND
+$618.5K
310,707
+9%
增持
ICVT
ISHARES CONVERTIBLE BOND ETF
-$567.3K
164,936
+1%
增持
MSFT
MICROSOFT CORP COM
+$560.1K
4,540
+73%
建仓
DELL
DELL TECHNOLOGIES INC CL C
+$503.8K
5,651
增持
FXZ
FIRST TRUST MATERIALS ALPHADEX FUND
-$375.2K
171,765
+11%
增持
NVDA
NVIDIA CORPORATION COM
+$348.5K
28,418
+31%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$335.4K
1,827
+272%
减持
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
-$317.4K
7,374
-5%
增持
AXP
AMERICAN EXPRESS CO COM
-$281.9K
5,236
+1%
增持
LLY
ELI LILLY & CO COM
+$271.9K
432
+304%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$262.6K
9,142
-6%
增持
VOO
VANGUARD S&P 500 ETF
+$228.2K
1,932
+47%
增持
AAPL
APPLE INC COM
-$226.3K
29,604
+8%
增持
NFLX
NETFLIX INC COM
+$208.1K
314
+151%
减持
USTB
VICTORYSHARES SHORT-TERM BOND ETF
-$191.3K
236,098
-2%
增持
TSLA
TESLA INC COM
-$183.3K
2,806
+26%
增持
CMCSA
COMCAST CORP NEW CL A
+$180.3K
6,318
+544%
增持
IVV
ISHARES CORE S&P 500 ETF
+$175.5K
1,143
+57%
增持
FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
-$175.3K
199,717
+6%
增持
V
VISA INC COM CL A
+$174.5K
1,026
+104%
增持
T
AT&T INC COM
+$168.2K
11,109
+100%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$165.0K
8,279
+67%
增持
—
EXXON MOBIL CORP COM
+$163.8K
4,580
+54%
增持
PG
PROCTER AND GAMBLE CO COM
+$158.5K
1,760
+124%
增持
META
META PLATFORMS INC CL A
+$153.8K
1,669
+54%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$148.8K
2,070
+10795%
增持
AVGO
BROADCOM INC COM
+$146.2K
2,189
+83%
增持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$136.0K
1,248
+1214%
增持
COST
COSTCO WHSL CORP NEW COM
+$135.9K
247
+127%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$129.1K
3,488
+61%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$125.7K
850
+431%
增持
WMT
WALMART INC COM
+$122.0K
3,675
+58%
增持
EXPE
EXPEDIA GROUP INC COM NEW
+$119.5K
768
+25500%
增持
PM
PHILIP MORRIS INTL INC COM
+$116.9K
1,146
+97%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$113.8K
17,488
+65%
增持
VPL
VANGUARD FTSE PACIFIC ETF
+$110.3K
2,065
+255%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$109.5K
3,658
+62%
增持
MCO
MOODYS CORP COM
-$108.8K
1,769
+1%
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
-$102.6K
0
-100%
减持
IWB
ISHARES RUSSELL 1000 ETF
-$100.8K
2,166
-3%
减持
—
THOMSON REUTERS CORP COM
-$98.1K
1,477
-34%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$91.7K
2,086
+247%
建仓
FWD
AB DISRUPTORS ETF
+$91.5K
1,322
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$90.8K
4,325
+87%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$89.3K
1,006
+214%
增持
MA
MASTERCARD INCORPORATED CL A
+$88.2K
311
+122%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$83.7K
3,838
+38%
增持
BX
BLACKSTONE INC COM
+$81.9K
730
+1137%
增持
KO
COCA COLA CO COM
+$78.5K
2,680
+45%
增持
INTU
INTUIT COM
+$78.5K
208
+177%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$77.2K
899
+8%
增持
ABBV
ABBVIE INC COM
+$76.7K
2,004
+27%
增持
PANW
PALO ALTO NETWORKS INC COM
+$75.0K
872
+130%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$74.6K
2,449
+198%
增持
ABNB
AIRBNB INC COM CL A
+$73.5K
687
+1045%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$73.3K
3,902
+71%
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$72.9K
858
+898%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$72.6K
961
+86%
减持
ANGL
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
-$69.0K
16,657
-10%
增持
MO
ALTRIA GROUP INC COM
+$69.0K
2,346
+83%
建仓
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$68.4K
967
增持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
-$67.0K
101,113
+0%
增持
GEV
GE VERNOVA INC COM
+$66.6K
260
+313%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$66.0K
1,064
+80%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$65.1K
2,483
+60%
增持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$64.8K
669
+2688%
增持
HYDB
ISHARES HIGH YIELD SYSTEMATIC BOND ETF
-$64.1K
318,044
+3%
增持
MCK
MCKESSON CORP COM
+$64.1K
97
+1840%
建仓
FA
FIRST ADVANTAGE CORP NEW COM
+$63.3K
4,566
增持
FALN
ISHARES FALLEN ANGELS USD BOND ETF
-$62.8K
94,092
+2%
减持
AOR
ISHARES CORE 60/40 BALANCED ALLOCATION ETF
-$62.4K
5,947
-13%
增持
FISV
FISERV INC COM
+$60.5K
308
+927%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$58.3K
563
+58%
增持
DWAS
INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF
-$57.8K
3,760
+1%
增持
BA
BOEING CO COM
+$57.1K
628
+115%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$57.1K
484
+223%
增持
TJX
TJX COS INC NEW COM
+$55.9K
961
+85%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$55.8K
672
+328%
增持
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
+$55.8K
1,130
+137%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$55.7K
1,909
+197%
增持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+$55.4K
747
+1188%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$54.6K
875
+600%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$54.5K
151
+132%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$54.2K
6,725
+1%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$53.7K
1,220
+104%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$53.7K
440
+437%
增持
AJG
GALLAGHER ARTHUR J & CO COM
+$53.5K
360
+61%
增持
HON
HONEYWELL INTL INC COM
+$53.1K
405
+240%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$52.8K
499
+69%
增持
—
LINDE PLC SHS
+$52.6K
1,141
+9%
增持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$52.5K
2,261
+121%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$52.3K
8,525
+16%
建仓
LVHI
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
+$52.2K
1,661
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$51.7K
3,392
+50%
增持
GILD
GILEAD SCIENCES INC COM
+$49.9K
743
+144%
增持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
+$49.6K
884
+211%
建仓
ABFL
ABACUS FCF LEADERS ETF
+$49.4K
796
增持
CRM
SALESFORCE INC COM
+$49.2K
665
+97%
清仓
SG
SWEETGREEN INC COM CL A
-$48.7K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$46.7K
1,177
+9%
建仓
GSY
INVESCO ULTRA SHORT DURATION ETF
+$45.8K
916
增持
FITB
FIFTH THIRD BANCORP COM
-$45.7K
6,727
+7%
建仓
ULST
SPDR SSGA ULTRA SHORT TERM BOND ETF
+$45.6K
1,124
增持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$45.1K
563
+1073%
减持
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
-$44.6K
3,959
-13%
增持
PGR
PROGRESSIVE CORP COM
+$44.5K
249
+186%
建仓
AZO
AUTOZONE INC COM
+$43.8K
12
增持
GLW
CORNING INC COM
+$43.8K
1,180
+743%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$43.6K
2,060
+43%
增持
CAT
CATERPILLAR INC COM
+$43.2K
429
+102%
增持
KKR
KKR & CO INC COM
-$42.9K
899
+4%
增持
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$42.9K
759
+103%
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$42.5K
904
-11%
增持
ANET
ARISTA NETWORKS INC COM SHS
+$42.2K
828
+408%
建仓
LCTU
BLACKROCK U.S. CARBON TRANSITION READINESS ETF
+$41.6K
715
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
-$40.8K
4,233
+1%
减持
CEG
CONSTELLATION ENERGY CORP COM
-$40.7K
429
-10%
增持
JNJ
JOHNSON & JOHNSON COM
+$39.8K
1,029
+31%
增持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$39.6K
2,750
+5400%
增持
SE
SEA LTD SPONSORD ADS
+$39.4K
368
+756%
增持
AMP
AMERIPRISE FINL INC COM
-$39.4K
505
+2%
减持
TWLO
TWILIO INC CL A
-$39.1K
303
-36%
增持
BKNG
BOOKING HOLDINGS INC COM
+$38.1K
12
+200%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$37.8K
384
+611%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$37.7K
695
+393%
减持
DOCU
DOCUSIGN INC COM
-$37.5K
26
-94%
增持
SHEL
SHELL PLC SPON ADS
+$37.4K
748
+348%
增持
MRSH
MARSH & MCLENNAN COS INC COM
+$37.0K
310
+125%
建仓
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
+$36.4K
92
增持
—
MEDTRONIC PLC SHS
+$36.3K
678
+205%
增持
AEE
AMEREN CORP COM
+$35.6K
419
+587%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$35.4K
125
+112%
建仓
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
+$35.1K
1,000
增持
SO
SOUTHERN CO COM
+$34.5K
2,502
+12%
增持
IYE
ISHARES U.S. ENERGY ETF
+$34.4K
945
+633%
建仓
USXF
ISHARES ESG ADVANCED MSCI USA ETF
+$34.3K
764
