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Cornerstone Planning, LLC · 13F 持仓分析
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Cornerstone Planning, LLC

No.4665 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.32亿
环比变动 Q1 2026
-$1,065.3万-2.4%
持仓股票数
136
新买入
2
加仓
83
减仓
29
清仓
7
持股不变
22
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
S嘉信·USSCHX
4.66%3.99%$2,016.1万68.5万股$1,768.6万69.1万股-6,215股-0.90%减仓
英伟达NVDA
3.17%2.69%$1,369.2万6.8万股$1,190.2万6.8万股+197股+0.29%加仓
I景顺自营指数基金BSCS
3.01%2.88%$1,301.9万63.9万股$1,273.7万62.3万股+1.7万股+2.68%加仓
IiShares安硕信托IBDT
3%2.86%$1,295.1万51.3万股$1,267.7万50.0万股+1.3万股+2.66%加仓
I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT
2.61%2.51%$1,129.6万60.8万股$1,110.2万59.4万股+1.4万股+2.42%加仓
IiShares安硕信托IBDS
2.28%2.18%$984.9万40.7万股$967.3万39.8万股+8,376股+2.10%加仓
IINVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BDBSJQ
2.27%2.21%$982.7万42.8万股$980.6万42.2万股+5,781股+1.37%加仓
I景顺自营指数基金BSCU
2.25%2.14%$973.3万58.5万股$949.9万56.7万股+1.8万股+3.13%加仓
IiShares安硕信托IBHF
2.25%2.23%$972.1万42.9万股$986.2万42.9万股+287股+0.07%加仓
I景顺自营指数基金BSCV
2.22%2.12%$961.3万58.7万股$941.2万57.1万股+1.6万股+2.81%加仓
IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV
2.22%2.13%$957.9万43.9万股$943.5万43.0万股+9,245股+2.15%加仓
IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX
2.21%2.12%$957.0万38.0万股$937.2万37.0万股+9,768股+2.64%加仓
I景顺自营指数基金BSCW
2.21%2.11%$955.7万46.6万股$935.4万45.3万股+1.3万股+2.77%加仓
IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW
2.21%2.11%$955.1万45.8万股$936.5万44.7万股+1.2万股+2.63%加仓
美光科技MU
2.05%0.6%$887.2万7,686股$266.0万7,863股-177股-2.25%减仓
I景顺自营指数基金BSCQ
1.64%1.59%$709.1万36.3万股$703.4万36.0万股+3,657股+1.02%加仓
IiShares安硕信托IBDR
1.62%1.57%$698.8万28.8万股$697.3万28.7万股+1,252股+0.44%加仓
I景顺自营指数基金BSCR
1.6%1.52%$691.8万35.3万股$675.5万34.4万股+9,118股+2.65%加仓
博通AVGO
1.57%1.25%$678.6万1.8万股$551.8万1.8万股+148股+0.83%加仓
卡特彼勒CAT
1.46%0.95%$631.1万5,926股$420.8万5,938股-12股-0.20%减仓
IiShares安硕信托HDV
1.39%1.34%$602.0万22.0万股$591.5万4.4万股+17.6万股+403.98%加仓
谷歌AGOOGL
1.39%1.07%$599.2万1.7万股$473.7万1.6万股+309股+1.88%加仓
沃尔玛WMT
1.35%1.42%$582.2万5.1万股$628.2万5.1万股+884股+1.75%加仓
微软MSFT
1.33%1.22%$575.2万1.5万股$540.1万1.5万股+828股+5.68%加仓
泛林集团LRCX
1.3%0.64%$562.8万1.3万股$281.6万1.3万股-179股-1.36%减仓
思科CSCO
1.15%0.75%$496.6万4.2万股$330.9万4.3万股-340股-0.80%减仓
IiShares安硕信托USMV
1.13%1.04%$486.8万5.0万股$461.7万5.0万股+708股+1.42%加仓
强生JNJ
1.12%1.04%$484.2万1.9万股$459.9万1.9万股+259股+1.38%加仓
Meta平台META
1.08%1.07%$468.8万8,322股$473.4万8,268股+54股+0.65%加仓
礼来LLY
1.07%0.73%$463.1万3,861股$321.3万3,491股+370股+10.60%加仓
摩根大通JPM
1.03%0.91%$447.3万1.4万股$403.6万1.4万股-44股-0.32%减仓
高盛GS
1%0.81%$434.5万4,296股$358.9万4,239股+57股+1.34%加仓
纽柯钢铁NUE
0.88%0.66%$382.6万1.7万股$292.3万1.7万股-98股-0.57%减仓
IIBMIBM
0.88%0.73%$381.7万1.4万股$322.4万1.3万股+284股+2.14%加仓
联合健康UNH
0.86%0.55%$373.6万8,989股$244.0万9,006股-17股-0.19%减仓
可口可乐KO
0.86%0.77%$373.3万4.6万股$342.8万4.5万股+881股+1.96%加仓
宝洁PG
0.85%0.81%$367.7万2.5万股$358.1万2.5万股+303股+1.22%加仓
Q高通QCOM
0.84%0.55%$365.3万2.0万股$244.0万1.9万股+856股+4.53%加仓
默沙东MRK
0.83%0.75%$360.1万2.8万股$334.2万2.8万股+254股+0.91%加仓
VisaV
0.83%0.7%$358.6万1.0万股$311.0万1.0万股+173股+1.68%加仓
艾伯维ABBV
0.83%0.68%$357.5万1.4万股$303.0万1.4万股+287股+2.06%加仓
摩根士丹利MS
0.82%0.62%$356.0万1.7万股$275.3万1.7万股+318股+1.90%加仓
雪佛龙CVX
0.8%0.97%$345.5万2.1万股$427.8万2.1万股+147股+0.71%加仓
好市多COST
0.77%0.8%$334.6万3,576股$353.4万3,544股+32股+0.90%加仓
V先锋领航STAR基金VXUS
0.76%0.66%$330.0万3.9万股$294.1万3.8万股+439股+1.15%加仓
台积电TSM
0.75%0.51%$324.9万6,802股$224.9万6,650股+152股+2.29%加仓
CHUBB LIMITEDCB
0.75%0.69%$323.7万9,499股$307.0万9,414股+85股+0.90%加仓
家得宝HD
0.73%0.65%$315.8万8,954股$286.9万8,714股+240股+2.75%加仓
IiShares安硕信托IBTH
0.73%0.7%$315.0万14.1万股$310.6万13.8万股+2,641股+1.91%加仓
威瑞森VZ
0.73%0.84%$314.5万7.4万股$370.4万7.4万股+455股+0.62%加仓

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