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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 5
增持 76
减持 64
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$44.2M
1,562,526
+839968%
减持
FNDC
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF
-$42.5M
1,248
-100%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$41.3M
530,941
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。
+680594%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$41.0M
1,284
-100%
减持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
-$17.8M
2,220
-99%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$15.5M
232,473
+52141%
增持
NANR
SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF
+$15.0M
188,240
+3764700%
增持
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
+$14.0M
353,192
+17012%
减持
VTRS
VIATRIS INC COM
-$12.7M
361
-100%
增持
USTB
VICTORYSHARES SHORT-TERM BOND ETF
+$12.5M
246,096
+58494%
增持
WTV
WISDOMTREE US VALUE FUND OF BENEF INTEREST
+$12.5M
130,629
+34921%
减持
SCHW
SCHWAB CHARLES CORP COM
-$12.1M
723
-100%
减持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-$11.7M
33
-100%
减持
DTD
WISDOMTREE U.S. TOTAL DIVIDEND FUND
-$11.3M
2,620
-98%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$6.6M
225,867
+30756%
减持
—
NVENT ELECTRIC PLC SHS
-$6.1M
546
-98%
增持
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
+$6.1M
1,643,186
+2%
减持
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$6.0M
257
-100%
增持
NVDA
NVIDIA CORPORATION COM
+$5.9M
30,818
+133891%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$2.9M
7,845
+49%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$2.9M
27,439
-15%
减持
VOO
VANGUARD S&P 500 ETF
+$2.6M
5,425
-51%
增持
HEDJ
WISDOMTREE EUROPE HEDGED EQUITY FUND
+$2.2M
42,755
+4478%
减持
WTFC
WINTRUST FINL CORP COM
-$2.2M
105
-100%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$2.0M
25,820
+52%
减持
AAPL
APPLE INC COM
-$2.0M
27,237
-18%
增持
ILOW
AB INTERNATIONAL LOW VOLATILITY EQUITY ETF
+$1.8M
42,921
+5279%
减持
FWD
AB DISRUPTORS ETF
-$1.6M
1,324
-97%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$1.5M
12,738
-38%
减持
SMLF
ISHARES U.S. SMALLCAP EQUITY FACTOR ETF
+$1.4M
433,586
-2%
增持
XLRE
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
+$1.3M
32,747
+17226%
减持
RC
READY CAPITAL CORP COM
-$1.3M
300
-99%
清仓
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$1.3M
0
-100%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$1.3M
66,848
+23%
减持
TDC
TERADATA CORP DEL COM
-$1.2M
47
-98%
增持
GLD
SPDR GOLD SHARES
+$1.2M
2,503
+155%
清仓
XMAG
DEFIANCE LARGE CAP EX-MAG 7 ETF
-$1.2M
0
-100%
减持
BOXX
ALPHA ARCHITECT 1-3 MONTH BOX ETF
-$1.1M
492
-88%
增持
TSLA
TESLA INC COM
+$1.1M
2,664
+2258%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$1.1M
19,155
+2064%
减持
INDS
PACER INDUSTRIAL REAL ESTATE ETF
-$1.1M
22
-100%
减持
GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
-$1.0M
69
-98%
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.0M
3,003
+7408%
增持
SPY
STATE STR SPDR S&P 500 ETF TR TR UNIT
+$964.7K
1,392
+3994%
增持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
+$959.0K
11,780
+3990%
减持
PSA
PUBLIC STORAGE OPER CO COM
-$923.6K
99
-99%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$861.9K
259,396
+0%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$812.5K
10,381
+8624%
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$807.6K
7,266
+70%
减持
FEMS
FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND
-$742.6K
52,496
-30%
减持
LLY
ELI LILLY & CO COM
-$724.4K
381
-71%
增持
IAU
ISHARES GOLD TRUST
+$716.1K
24,187
+6%
增持
AMLP
ALERIAN MLP ETF
+$696.9K
13,944
+92860%
增持
COWZ
PACER US CASH COWS 100 ETF
+$687.7K
11,106
+15542%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$686.8K
1,984
-87%
增持
IVV
ISHARES CORE S&P 500 ETF
+$658.0K
11,541
+6%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$657.4K
15,298
+2437%
增持
SEIX
VIRTUS SEIX SENIOR LOAN ETF
+$644.2K
28,364
+31069%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$640.8K
195,060
+8%
清仓
VIRT
VIRTU FINL INC CL A
-$619.9K
0
-100%
增持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$600.0K
96,169
+9%
增持
ONEY
STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF
-$594.5K
3,156
+121%
减持
—
ALCON AG ORD SHS
-$590.0K
202
-98%
增持
DELL
DELL TECHNOLOGIES INC CL C
+$588.2K
5,428
+538%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$575.7K
4,226
+41%
减持
VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
-$559.1K
62
-99%
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$546.2K
631
-89%
建仓
USMC
PRINCIPAL U.S. MEGA-CAP ETF
+$544.2K
8,015
增持
PSN
PARSONS CORP DEL COM
+$541.8K
7,788
+4620%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$523.4K
11,303
+690%
建仓
VV
VANGUARD LARGE-CAP ETF
+$513.5K
1,603
减持
PH
PARKER-HANNIFIN CORP COM
-$506.4K
152
-98%
减持
MSFT
MICROSOFT CORP COM
-$498.1K
4,867
-10%
增持
FBCG
FIDELITY BLUE CHIP GROWTH ETF
+$497.2K
9,458
+1807%
减持
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
-$452.2K
309
-98%
减持
SCHQ
SCHWAB LONG-TERM U.S. TREASURY ETF
-$438.7K
121
-99%
建仓
SYSB
ISHARES SYSTEMATIC BOND ETF
+$435.9K
4,844
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$430.4K
16,932
+13026%
减持
—
PROASSURANCE CORP COM
-$420.8K
31
-99%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$419.8K
41,071
+8%
减持
ABT
ABBOTT LABS COM
-$407.1K
648
-69%
减持
VMI
VALMONT INDS INC COM
-$403.7K
63
-100%
增持
ANGL
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
+$394.9K
13,396
+22997%
增持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
+$383.7K
110,655
+5%
减持
AIO
VIRTUS ARTIFICIAL INTELLIGENCE COM
-$382.5K
104
-91%
减持
FXZ
FIRST TRUST MATERIALS ALPHADEX FUND
-$382.5K
4,205
-64%
增持
PM
PHILIP MORRIS INTL INC COM
+$377.9K
2,376
+601%
减持
VO
VANGUARD MID-CAP ETF
-$376.5K
116
-95%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$370.4K
16,891
+449%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$367.8K
1,790
+1005%
减持
—
SELECT MED HLDGS CORP COM
-$366.3K
58
-99%
增持
V
VISA INC COM CL A
+$364.6K
1,128
+228%
增持
ABBV
ABBVIE INC COM
+$351.3K
1,637
+31%
减持
VOT
VANGUARD MID-CAP GROWTH ETF
-$346.0K
76
-99%
减持
PCG
PG&E CORP COM
-$343.1K
172
-93%
增持
FBND
FIDELITY TOTAL BOND ETF
+$340.3K
8,465
+681%
减持
WAB
WABTEC COM
-$336.3K
28
-99%
增持
SRE
SEMPRA COM
+$331.5K
3,987
+794%
增持
MBB
ISHARES MBS ETF
+$329.4K
29,866
+13%
增持
OEF
ISHARES S&P 100 ETF
+$325.2K
11,435
+9%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INCME COM
-$321.1K
3,729
+4%
减持
SPSB
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
-$308.8K
220
-92%
增持
—
DEUTSCHE BANK A G NAMEN AKT
+$303.7K
7,728
+12998%
增持
REZ
ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF
+$302.2K
174,781
+1%
增持
SPIB
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
+$296.6K
8,781
+26509%
增持
PG
PROCTER & GAMBLE CO COM
+$295.5K
2,421
+718%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$291.7K
862
+4005%
增持
SUN
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP
+$286.8K
4,957
+8447%
清仓
—
TCTM KIDS IT EDUCATION INC. SPONSORED ADS
-$278.5K
0
-100%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$277.9K
42,596
+14%
减持
OPCH
OPTION CARE HEALTH INC COM NEW
-$277.3K
14
-99%
清仓
DSGX
DESCARTES SYS GROUP INC COM
-$276.2K
0
-100%
增持
WMT
WALMART INC COM
+$271.9K
2,339
+8896%
减持
JPM
JPMORGAN CHASE & CO. COM
-$259.9K
7,092
-8%
减持
TFII
TFI INTL INC COM
-$248.8K
5
-100%
减持
SU
SUNCOR ENERGY INC NEW COM
-$247.5K
271
-94%
减持
SOBO
SOUTH BOW CORP COM
-$245.6K
22
-99%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$245.5K
719
+1698%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
+$237.2K
58,398
-3%
减持
FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
-$234.3K
217,577
-2%
减持
SPTL
STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF
-$234.3K
36
-99%
减持
NTES
NETEASE INC SPONSORED ADS
-$233.8K
35
-84%
减持
AMZN
AMAZON COM INC COM
+$228.8K
13,920
-2%
建仓
JPIE
JPMORGAN INCOME ETF
+$227.7K
4,903
增持
HYDB
ISHARES HIGH YIELD SYSTEMATIC BOND ETF
+$224.9K
352,931
+1%
减持
USLM
UNITED STS LIME & MINERALS INC COM
-$217.5K
56
-91%
增持
SO
SOUTHERN CO COM
+$216.3K
2,462
+6213%
减持
SCHI
SCHWAB 5-10 YEAR CORPORATE BOND ETF
-$215.5K
13
-99%
减持
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
-$215.1K
71
-97%
增持
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
+$214.3K
1,438
+47833%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$212.7K
1,554
-68%
减持
SYY
SYSCO CORP COM
-$211.0K
135
-82%
增持
BLV
VANGUARD LONG-TERM BOND ETF
+$208.3K
4,579
+706%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$205.5K
762
+662%
增持
THRO
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
+$204.1K
57,642
+8%
建仓
BIDD
ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF
+$202.4K
6,637
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$198.5K
677
-59%
减持
—
DIREXION DAILY S&P BIOTECH BULL 3X SHARES
-$198.3K
36
-98%
增持
MLN
VANECK LONG MUNI ETF
-$193.2K
1,674
+64%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$193.2K
766
+1916%
增持
NULG
NUVEEN ESG LARGE-CAP GROWTH ETF
+$192.3K
3,593
+3%
减持
SPHY
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
-$191.6K
372
-94%
增持
NFLX
NETFLIX INC. COM
+$190.7K
2,307
+1054%
减持
HD
HOME DEPOT INC COM
-$188.1K
826
-37%
增持
DIS
DISNEY WALT CO COM
+$185.3K
1,706
+1212%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$178.7K
1,768
+6%
增持
BAI
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
+$174.0K
61,769
+11%
减持
AVGO
BROADCOM INC COM
-$173.8K
2,582
-6%
减持
AOA
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
-$172.7K
12,134
-16%
增持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$168.1K
36,901
+7%
