Cornerstone Planning, LLC 13F 持仓 · 2026年Q2
Cornerstone Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 136 只证券，申报市值合计 4.32 亿美元。前几大持仓：SCHX（4.66%）、NVDA（3.17%）、BSCS（3.01%）。本季前 25 大持仓中：增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $20.2M | 4.66% | 685,039 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $13.7M | 3.17% | 68,417 | 增持 |
| 3 | BSCS | INVESCO EXCH TRD SLF IDX FD | $13.0M | 3.01% | 639,285 | 增持 |
| 4 | IBDT | ISHARES TR | $13.0M | 3.00% | 512,899 | 增持 |
| 5 | BSCT | INVESCO EXCH TRD SLF IDX FD | $11.3M | 2.61% | 608,133 | 增持 |
| 6 | IBDS | ISHARES TR | $9.8M | 2.28% | 406,654 | 增持 |
| 7 | BSJQ | INVESCO EXCH TRD SLF IDX FD | $9.8M | 2.27% | 428,119 | 增持 |
| 8 | BSCU | INVESCO EXCH TRD SLF IDX FD | $9.7M | 2.25% | 584,751 | 增持 |
| 9 | IBHF | ISHARES TR | $9.7M | 2.25% | 429,198 | 增持 |
| 10 | BSCV | INVESCO EXCH TRD SLF IDX FD | $9.6M | 2.22% | 586,699 | 增持 |
| 11 | IBDV | ISHARES TR | $9.6M | 2.22% | 439,383 | 增持 |
| 12 | BSCW | INVESCO EXCH TRD SLF IDX FD | $9.6M | 2.21% | 465,977 | 增持 |
| 13 | IBDW | ISHARES TR | $9.6M | 2.21% | 458,296 | 增持 |
| 14 | IBDX | ISHARES TR | $9.6M | 2.21% | 379,908 | 增持 |
| 15 | MU | MICRON TECHNOLOGY INC | $8.9M | 2.05% | 7,686 | 减持 |
| 16 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $7.1M | 1.64% | 363,171 | 增持 |
| 17 | IBDR | ISHARES TR | $7.0M | 1.62% | 288,419 | 增持 |
| 18 | BSCR | INVESCO EXCH TRD SLF IDX FD | $6.9M | 1.60% | 352,681 | 增持 |
| 19 | AVGO | BROADCOM INC | $6.8M | 1.57% | 17,964 | 增持 |
| 20 | CAT | CATERPILLAR INC | $6.3M | 1.46% | 5,926 | 减持 |
| 21 | GOOGL | ALPHABET INC | $6.0M | 1.39% | 16,768 | 增持 |
| 22 | HDV | ISHARES TR | $6.0M | 1.39% | 219,625 | 增持 |
| 23 | WMT | WALMART INC | $5.8M | 1.35% | 51,407 | 增持 |
| 24 | MSFT | MICROSOFT CORP | $5.8M | 1.33% | 15,405 | 增持 |
| 25 | LRCX | LAM RESEARCH CORP | $5.6M | 1.30% | 12,988 | 减持 |
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