Cornerstone Planning Group LLC 13F 持仓 · 2026年Q2

Cornerstone Planning Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,867 只证券，申报市值合计 7.94 亿美元。前几大持仓：QQQM（10.85%）、FENI（9.46%）、FNDX（6.94%）。本季前 25 大持仓中：增持 20 只、减持 5 只。

排名	代码	公司	市值	占组合	股数	变动
1	QQQM	INVESCO NASDAQ 100 ETF	$86.2M	10.85%	296,733	增持
2	FENI	FIDELITY ENHANCED INTERNATIONAL ETF	$75.1M	9.46%	1.9M	增持
3	FNDX	SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	$55.1M	6.94%	1.7M	增持
4	BIV	VANGUARD INTERMEDIATE-TERM BOND ETF	$46.1M	5.80%	609,041	增持
5	SMLF	ISHARES U.S. SMALLCAP EQUITY FACTOR ETF	$41.6M	5.24%	481,038	增持
6	IMCG	ISHARES MORNINGSTAR MID-CAP GROWTH ETF	$37.3M	4.70%	390,783	增持
7	IVV	ISHARES CORE S&P 500 ETF	$21.4M	2.70%	28,527	增持
8	ICVT	ISHARES CONVERTIBLE BOND ETF	$21.0M	2.65%	180,323	增持
9	REZ	ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF	$20.4M	2.56%	208,847	增持
10	HYDB	ISHARES HIGH YIELD SYSTEMATIC BOND ETF	$18.7M	2.35%	402,928	增持
11	FTLS	FIRST TRUST LONG/SHORT EQUITY ETF	$18.4M	2.32%	244,171	增持
12	FNDE	SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF	$17.7M	2.23%	432,725	增持
13	QQQ	INVESCO QQQ TRUST SERIES I	$17.5M	2.21%	24,844	减持
14	NANR	STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF	$16.7M	2.10%	206,378	增持
15	IUSB	ISHARES CORE TOTAL USD BOND MARKET ETF	$15.4M	1.94%	339,310	增持
16	WTV	WISDOMTREE US VALUE FUND OF BENEF INTEREST	$15.4M	1.94%	146,722	增持
17	USTB	VICTORYSHARES SHORT-TERM BOND ETF	$15.3M	1.92%	302,568	增持
18	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	$14.9M	1.88%	211,676	减持
19	AAPL	APPLE INC COM	$9.5M	1.20%	29,132	减持
20	IVW	ISHARES S&P 500 GROWTH ETF	$8.7M	1.10%	64,066	增持
21	DYNF	ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	$8.7M	1.09%	128,033	增持
22	NVDA	NVIDIA CORPORATION COM	$7.3M	0.92%	34,580	增持
23	IVE	ISHARES S&P 500 VALUE ETF	$7.3M	0.91%	31,447	减持
24	IEMG	ISHARES CORE MSCI EMERGING MARKETS ETF	$5.5M	0.70%	70,119	减持
25	HEFA	ISHARES CURRENCY HEDGED MSCI EAFE ETF	$5.3M	0.67%	114,214	增持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR