小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 12
增持 63
减持 68
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
QQQM
INVESCO NASDAQ 100 ETF
+$58.4M
253,424
建仓
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
+$52.0M
1,569,960
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$41.5M
34,577
-74%
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
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$41.4M
297,115
-74%
增持
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
+$10.7M
318,008
+611454%
减持
FEMS
FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND
-$8.1M
77,610
-75%
增持
SMLF
ISHARES U.S. SMALLCAP EQUITY FACTOR ETF
+$6.5M
435,547
+9%
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$6.2M
1,550,283
+8%
增持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
+$5.8M
354,086
+8%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$3.5M
511,320
+7%
增持
FXZ
FIRST TRUST MATERIALS ALPHADEX FUND
+$2.3M
193,649
+13%
增持
NVDA
NVIDIA CORPORATION COM
+$2.3M
29,198
+3%
增持
ICVT
ISHARES CONVERTIBLE BOND ETF
+$2.3M
173,289
+5%
增持
COWZ
PACER US CASH COWS 100 ETF
+$2.1M
213,281
+10%
增持
FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
+$2.0M
218,908
+10%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$1.7M
16,311
+5%
增持
HYDB
ISHARES HIGH YIELD SYSTEMATIC BOND ETF
+$1.4M
339,170
+7%
增持
REZ
ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF
+$1.4M
167,757
+11%
增持
JPM
JPMORGAN CHASE & CO. COM
+$786.5K
7,102
+33%
增持
MSFT
MICROSOFT CORP COM
+$731.4K
4,607
+1%
减持
SPY
SPDR S&P 500 ETF TRUST
-$718.5K
1,471
-52%
增持
USTB
VICTORYSHARES SHORT-TERM BOND ETF
+$624.1K
245,995
+4%
增持
LLY
ELI LILLY & CO COM
+$612.4K
1,267
+193%
减持
LMT
LOCKHEED MARTIN CORP COM
-$463.9K
90
-92%
增持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
+$459.8K
106,623
+5%
减持
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
+$336.6K
7,267
-1%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$324.5K
221,614
+1%
减持
META
META PLATFORMS INC CL A
+$319.8K
1,556
-7%
增持
DELL
DELL TECHNOLOGIES INC CL C
+$316.4K
6,286
+11%
增持
FALN
ISHARES FALLEN ANGELS USD BOND ETF
+$269.0K
100,791
+7%
增持
AVGO
BROADCOM INC COM
+$260.7K
2,212
+1%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$258.8K
720
-61%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$254.9K
1,018
-71%
减持
AMZN
AMAZON COM INC COM
+$252.5K
12,285
-7%
增持
CI
THE CIGNA GROUP COM
+$246.9K
964
+2195%
建仓
—
YIELDMAX MSTR OPTION INCOME STRATEGY ETF
+$223.4K
12,176
增持
AOA
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
+$207.3K
15,853
+6%
增持
AXP
AMERICAN EXPRESS CO COM
+$194.1K
5,246
+0%
减持
IVV
ISHARES CORE S&P 500 ETF
-$168.9K
706
-38%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$159.7K
5,012
-39%
增持
MCO
MOODYS CORP COM
+$155.8K
1,779
+1%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$151.4K
3,294
+4%
增持
SCHW
SCHWAB CHARLES CORP COM
+$150.5K
1,934
+318%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$148.7K
19
-99%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$146.8K
5,210
-39%
减持
CMCSA
COMCAST CORP NEW CL A
-$137.2K
2,478
-61%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$136.1K
6,848
-25%
增持
GOOG
ALPHABET INC CAP STK CL C
+$135.8K
3,001
+5%
减持
NFLX
NETFLIX INC COM
-$128.7K
175
-44%
增持
ORCL
ORACLE CORP COM
+$119.0K
840
+15%
减持
TSLA
TESLA INC COM
+$113.9K
2,648
-6%
增持
ES
EVERSOURCE ENERGY COM
+$112.5K
1,745
+4055%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$111.9K
405
-19%
增持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
+$108.7K
31,727
+6%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$103.3K
563
+31%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$102.4K
2,325
-36%
减持
TQQQ
PROSHARES ULTRAPRO QQQ
-$95.3K
38
-98%
减持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-$94.2K
444
-64%
减持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$92.1K
164
-87%
增持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
+$91.8K
3,103
+1747%
增持
MTB
M & T BK CORP COM
+$88.1K
540
+559%
减持
COST
COSTCO WHSL CORP NEW COM
-$87.2K
163
-34%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$84.6K
838
-7%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$80.4K
7,330
+9%
减持
VOO
VANGUARD S&P 500 ETF
-$80.4K
1,507
-22%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$80.1K
1,473
+25%
增持
PM
PHILIP MORRIS INTL INC COM
+$79.4K
1,658
+45%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$76.9K
2,837
-26%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$76.9K
5,652
+4%
减持
AAPL
APPLE INC COM
-$76.4K
29,472
-0%
减持
BA
BOEING CO COM
-$73.4K
155
-75%
减持
BX
BLACKSTONE INC COM
-$73.3K
116
-84%
减持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$72.4K
89
-90%
增持
DWAS
INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF
+$71.9K
4,140
+10%
增持
PG
PROCTER AND GAMBLE CO COM
+$68.6K
2,394
+36%
增持
ETHA
ISHARES ETHEREUM TRUST ETF
+$67.7K
4,726
+7%
减持
—
EXXON MOBIL CORP COM
-$66.9K
3,962
-13%
减持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
+$66.3K
11,643
-1%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$63.6K
976
+2%
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$63.3K
17,479
-0%
减持
WMT
WALMART INC COM
-$62.5K
2,884
-22%
减持
CRM
SALESFORCE INC COM
-$62.3K
421
-37%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$58.5K
2,291
-41%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$57.6K
634
-40%
增持
GE
GE AEROSPACE COM NEW
+$57.5K
443
+36%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$56.0K
158
+351%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$55.1K
60
-92%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$54.7K
617
-39%
增持
T
AT&T INC COM
+$53.7K
12,809
+15%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$52.4K
1,715
-42%
增持
FCF
FIRST COMWLTH FINL CORP PA COM
+$51.7K
4,369
+209%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$51.3K
3,125
-28%
建仓
EEMA
ISHARES MSCI EMERGING MARKETS ASIA ETF
+$49.5K
590
建仓
SUN
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP
+$48.6K
909
减持
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
-$48.4K
1,313
-32%
减持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$47.8K
2,311
-32%
减持
VPL
VANGUARD FTSE PACIFIC ETF
-$47.5K
1,259
-39%
减持
ABT
ABBOTT LABS COM
-$45.8K
993
-27%
清仓
GSY
INVESCO ULTRA SHORT DURATION ETF
-$45.8K
0
-100%
清仓
ULST
SPDR SSGA ULTRA SHORT TERM BOND ETF
-$45.6K
0
-100%
减持
—
ASML HOLDING N V N Y REGISTRY SHS
-$45.6K
78
-48%
减持
EQH
EQUITABLE HLDGS INC COM
-$45.2K
2,786
-27%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$45.0K
421
+34%
减持
HON
HONEYWELL INTL INC COM
-$44.5K
160
-60%
建仓
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$44.0K
750
减持
LDOS
LEIDOS HOLDINGS INC COM
-$42.6K
91
-78%
减持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
-$42.4K
1,146
-49%
建仓
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$42.3K
778
增持
PFE
PFIZER INC COM
+$41.7K
3,991
+57%
清仓
LCTU
BLACKROCK U.S. CARBON TRANSITION READINESS ETF
-$41.6K
0
-100%
减持
LVHI
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
-$41.5K
317
-81%
减持
TJX
TJX COS INC NEW COM
-$40.8K
621
-35%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$40.4K
19,324
+1%
减持
GEV
GE VERNOVA INC COM
+$40.0K
196
-25%
减持
ANGL
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
-$39.2K
14,729
-12%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$39.2K
453
+16%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$39.1K
244
-50%
建仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$38.3K
685
增持
AOR
ISHARES CORE 60/40 BALANCED ALLOCATION ETF
+$38.2K
6,058
+2%
增持
JNJ
JOHNSON & JOHNSON COM
+$37.8K
1,158
+13%
减持
GLW
CORNING INC COM
-$37.3K
212
-82%
减持
AJG
GALLAGHER ARTHUR J & CO COM
-$37.2K
288
-20%
增持
SRE
SEMPRA COM
+$36.8K
3,954
+0%
增持
ONEY
SPDR RUSSELL 1000 YIELD FOCUS ETF
+$36.8K
2,772
+5%
清仓
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
-$36.4K
0
-100%
增持
KKR
KKR & CO INC COM
+$36.4K
928
+3%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$36.2K
63
-84%
增持
BP
BP PLC SPONSORED ADR
+$35.9K
1,229
+557%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$35.6K
900
-32%
增持
BOXX
ALPHA ARCHITECT 1-3 MONTH BOX ETF
+$35.5K
492
+173%
清仓
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
-$35.1K
0
-100%
减持
IYE
ISHARES U.S. ENERGY ETF
-$34.7K
131
-86%
减持
INTU
INTUIT COM
+$34.6K
206
-1%
建仓
—
SPIRIT AVIATION HLDGS INC COM
+$34.3K
8,896
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$33.7K
1,248
+755%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$33.5K
224
-74%
清仓
QLTA
ISHARES AAA-A RATED CORPORATE BOND ETF
-$33.5K
0
-100%
清仓
EMGF
ISHARES EMERGING MARKETS EQUITY FACTOR ETF
-$33.1K
0
-100%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$32.6K
342
+1912%
建仓
FLRN
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
+$30.7K
1,000
减持
WM
WASTE MGMT INC DEL COM
-$30.7K
66
-67%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$29.9K
178
+45%
增持
FNB
F N B CORP COM
+$29.4K
11,114
+6%
减持
BLV
VANGUARD LONG-TERM BOND ETF
-$29.3K
1,345
-26%
减持
CAT
CATERPILLAR INC COM
-$28.9K
225
-48%
减持
SO
SOUTHERN CO COM
-$28.8K
2,111
-16%
减持
CPRT
COPART INC COM
-$28.5K
474
-43%
建仓
EVN
EATON VANCE MUNI INCOME TRUST SH BEN INT
+$28.5K
2,700
增持
FCX
FREEPORT-MCMORAN INC CL B
+$27.5K
1,071
+145%
建仓
XLU
UTILITIES SELECT SECTOR SPDR FUND
+$27.5K
318
