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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 19
增持 89
减持 42
方向
标的
Δ市值
现股数(环比)
增持
FNDC
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF
+$42.5M
1,605,768
+121826%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$41.1M
526,662
+57022%
减持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
-$39.6M
78
-100%
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
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
-$38.2M
186
-100%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$17.9M
295,259
+15383%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$16.9M
445
-100%
增持
VTRS
VIATRIS INC COM
+$12.7M
248,920
+66814%
减持
USTB
VICTORYSHARES SHORT-TERM BOND ETF
-$12.5M
420
-100%
增持
SCHW
SCHWAB CHARLES CORP COM
+$12.0M
327,803
+16849%
减持
COWZ
PACER US CASH COWS 100 ETF
-$11.9M
71
-100%
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$11.7M
186,154
+564003%
建仓
DTD
WISDOMTREE U.S. TOTAL DIVIDEND FUND
+$11.5M
127,362
减持
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
-$10.6M
2,064
-99%
减持
FXZ
FIRST TRUST MATERIALS ALPHADEX FUND
-$10.5M
11,581
-94%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$8.3M
259,111
+2%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$8.2M
180,598
+3366%
增持
IVV
ISHARES CORE S&P 500 ETF
+$7.0M
10,839
+1435%
增持
—
NVENT ELECTRIC PLC SHS
+$6.2M
30,449
+46035%
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$6.0M
223,462
+56473%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$5.9M
732
-100%
增持
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
+$5.6M
1,617,433
+3%
增持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$5.3M
88,144
+7591%
减持
NVDA
NVIDIA CORPORATION COM
-$5.2M
23
-100%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$4.5M
38,096
+2039%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$4.0M
60,345
+3881%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$3.9M
20,613
+3151%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$3.6M
54,296
+3066%
增持
OEF
ISHARES S&P 100 ETF
+$3.6M
10,506
+14909%
增持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$3.5M
34,511
+5439%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$3.5M
17,031
+6880%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$3.2M
5,268
+128%
增持
AAPL
APPLE INC COM
+$3.0M
33,022
+12%
增持
SMLF
ISHARES U.S. SMALLCAP EQUITY FACTOR ETF
+$2.5M
443,175
+2%
增持
MBB
ISHARES MBS ETF
+$2.5M
26,477
+3497%
增持
WTFC
WINTRUST FINL CORP COM
+$2.2M
42,406
+73014%
增持
ICVT
ISHARES CONVERTIBLE BOND ETF
+$2.1M
176,089
+2%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$2.1M
20,697
+1933%
增持
BAI
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
+$2.0M
55,498
+21495%
增持
THRO
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
+$2.0M
53,442
+8396%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$1.9M
37,244
+4544%
减持
ILOW
AB INTERNATIONAL LOW VOLATILITY EQUITY ETF
-$1.7M
798
-98%
增持
IAU
ISHARES GOLD TRUST
+$1.7M
22,864
+2250%
增持
FWD
AB DISRUPTORS ETF
+$1.7M
42,240
+3095%
增持
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
+$1.5M
30,483
+2466%
增持
FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
+$1.4M
223,113
+2%
减持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
-$1.3M
189
-99%
增持
RC
READY CAPITAL CORP COM
+$1.3M
31,573
+10863%
建仓
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$1.3M
17,199
建仓
TDC
TERADATA CORP DEL COM
+$1.2M
2,757
建仓
XMAG
DEFIANCE LARGE CAP EX-MAG 7 ETF
+$1.2M
7,397
增持
BOXX
ALPHA ARCHITECT 1-3 MONTH BOX ETF
+$1.1M
4,264
+767%
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$1.1M
4,268
+6784%
建仓
INDS
PACER INDUSTRIAL REAL ESTATE ETF
+$1.1M
18,521
建仓
GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
+$1.1M
2,855
减持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
-$1.0M
288
-98%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$952.3K
16,685
+2%
增持
PSA
PUBLIC STORAGE OPER CO COM
+$928.8K
11,772
+14992%
减持
SPY
SPDR S&P 500 ETF TRUST
-$920.5K
34
-98%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$900.7K
32,382
-6%
建仓
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$899.4K
4,177
减持
TSLA
TESLA INC COM
-$799.3K
113
-96%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$777.0K
15,810
+7501%
减持
DELL
DELL TECHNOLOGIES INC CL C
-$771.6K
851
-86%
增持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
+$762.0K
361,000
+2%
减持
ONEY
SPDR RUSSELL 1000 YIELD FOCUS ETF
+$664.7K
1,429
-48%
增持
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
+$661.7K
8,126
+519%
增持
VIRT
VIRTU FINL INC CL A
+$618.9K
26,447
+114887%
增持
PH
PARKER-HANNIFIN CORP COM
+$605.0K
7,784
+13556%
增持
—
ALCON AG ORD SHS
+$595.5K
12,924
+10157%
减持
SEIX
VIRTUS SEIX SENIOR LOAN ETF
-$595.5K
91
-100%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$589.5K
5,925
+2735%
减持
GOOG
ALPHABET INC CAP STK CL C
-$585.5K
40
-99%
减持
PSN
PARSONS CORP DEL COM
-$582.7K
165
-98%
增持
HYDB
ISHARES HIGH YIELD SYSTEMATIC BOND ETF
+$573.2K
349,164
+3%
建仓
VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
+$568.7K
10,305
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$543.8K
25,390
+1193%
增持
AMZN
AMAZON COM INC COM
+$528.0K
14,152
+15%
增持
JNJ
JOHNSON & JOHNSON COM
+$514.8K
3,769
+225%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$512.5K
5,269
+485%
增持
HIMU
ISHARES HIGH YIELD MUNI ACTIVE ETF
+$469.5K
9,666
+6904%
建仓
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
+$459.9K
19,324
建仓
SCHQ
SCHWAB LONG-TERM U.S. TREASURY ETF
+$442.6K
16,905
建仓
PID
INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
+$437.0K
20,538
建仓
VMI
VALMONT INDS INC COM
+$431.8K
14,606
减持
ANGL
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
-$426.6K
58
-100%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$421.7K
129
-99%
增持
—
PROASSURANCE CORP COM
+$421.0K
2,818
+12152%
增持
MSFT
MICROSOFT CORP COM
+$411.1K
5,406
+17%
增持
AVGO
BROADCOM INC COM
+$386.1K
2,747
+24%
增持
VO
VANGUARD MID-CAP ETF
+$384.9K
2,388
+2496%
增持
AIO
VIRTUS ARTIFICIAL INTELLIGENCE COM
+$382.4K
1,116
+994%
建仓
VOT
VANGUARD MID-CAP GROWTH ETF
+$367.5K
7,805
增持
—
SELECT MED HLDGS CORP COM
+$366.5K
3,972
+6868%
增持
AXP
AMERICAN EXPRESS CO COM
+$353.2K
5,320
+1%
增持
ABT
ABBOTT LABS COM
+$346.0K
2,085
+110%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$345.0K
2,086
+323%
增持
PCG
PG&E CORP COM
+$344.6K
2,372
+3241%
减持
V
VISA INC COM CL A
-$342.4K
344
-67%
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$340.9K
3,077
-82%
增持
WAB
WABTEC COM
+$339.0K
3,353
+16665%
增持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+$338.1K
4,800
+7900%
减持
ABBV
ABBVIE INC COM
-$329.7K
1,250
-26%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INCME COM
+$323.7K
3,589
-4%
增持
JPM
JPMORGAN CHASE & CO. COM
+$323.6K
7,733
+9%
建仓
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
+$315.4K
2,830
减持
SRE
SEMPRA COM
-$311.2K
446
-89%
减持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
+$303.6K
105,564
-1%
减持
PG
PROCTER AND GAMBLE CO COM
-$299.0K
296
-88%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$295.7K
4,521
+2172%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$294.4K
885
+4558%
减持
WMT
WALMART INC COM
-$285.7K
26
-99%
增持
—
TCTM KIDS IT EDUCATION INC. SPONSORED ADS
+$278.5K
927
+92600%
增持
OPCH
OPTION CARE HEALTH INC COM NEW
+$277.4K
1,081
+7621%
增持
DSGX
DESCARTES SYS GROUP INC COM
+$275.2K
7,680
+85233%
增持
REZ
ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF
+$260.5K
172,308
+3%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$258.2K
2,363
+4533%
增持
SU
SUNCOR ENERGY INC NEW COM
+$255.9K
4,925
+3140%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$253.5K
3
-100%
增持
TFII
TFI INTL INC COM
+$248.9K
1,009
+20080%
增持
SOBO
SOUTH BOW CORP COM
+$245.7K
2,590
+11673%
增持
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
+$241.2K
7,338
+1%
建仓
NTES
NETEASE INC SPONSORED ADS
+$238.5K
219
建仓
SPTL
SPDR PORTFOLIO LONG TERM TREASURY ETF
+$235.2K
2,940
减持
PM
PHILIP MORRIS INTL INC COM
-$225.6K
339
-80%
建仓
USLM
UNITED STS LIME & MINERALS INC COM
+$224.3K
651
减持
—
YIELDMAX MSTR OPTION INCOME STRATEGY ETF
-$222.9K
18
-100%
建仓
MLN
VANECK LONG MUNI ETF
+$222.6K
1,022
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$218.5K
21
-97%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$217.0K
119
-96%
增持
SCHI
SCHWAB 5-10 YEAR CORPORATE BOND ETF
+$215.5K
2,286
+17485%
增持
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
+$215.3K
2,620
+3590%
增持
SYY
SYSCO CORP COM
+$213.0K
733
+526%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$203.2K
2,995
-9%
增持
—
DIREXION DAILY S&P BIOTECH BULL 3X SHARES
+$202.1K
1,827
+5120%
建仓
SPHY
SPDR PORTFOLIO HIGH YIELD BOND ETF
+$200.5K
5,914
减持
SO
SOUTHERN CO COM
-$198.1K
39
-98%
增持
NFLX
NETFLIX INC COM
-$196.3K
200
+14%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$193.1K
1,671
+119%
减持
NULG
NUVEEN ESG LARGE-CAP GROWTH ETF
-$182.2K
3,478
-3%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$177.3K
1,054
+446%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$163.3K
603
-88%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$162.3K
1,674
-10%
增持
—
WEATHERFORD INTL PLC ORD SHS
+$162.2K
1,896
+12540%
增持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$160.8K
1,853
+1325%
增持
VDE
VANGUARD ENERGY ETF
+$160.7K
2,264
+6369%
增持
VRSN
VERISIGN INC COM
+$158.1K
4,167
+25944%
减持
DIS
DISNEY WALT CO COM
-$157.0K
130
-90%
减持
ORCL
ORACLE CORP COM
-$148.0K
703
-16%
增持
NTRS
NORTHERN TR CORP COM
+$147.4K
14,600
+69424%
增持
ALT
ALTIMMUNE INC COM NEW
+$146.3K
2,562
+256100%
