Cornerstone Planning Group LLC
FAIRFIELD NJ · SEC CIK 0001822587
$7.94亿2026Q2 申报市值
1,867持仓数
53.3%前十大占比 · 第一大 10.9%
134 / 102新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$793.65万
IUSB 加仓+$389.86万
FENI 加仓+$275.57万
IALT 新建仓+$271.41万
GGOV 新建仓+$220.44万
2026Q2 卖出最多 按季末市值估算
IWF 减仓-$734.66万
QUAL 减仓-$253.74万
EFV 减仓-$230.85万
IAGG 减仓-$205.36万
BKNG 减仓-$184.79万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -4,572 | -100.0% | -$70.80万 | 清仓 |
| USSG | XTRACKERS MSCI USA SELECTION EQUITY ETF | $0 | 0.00% | 0 | -557 | -100.0% | -$3.72万 | 清仓 |
| — | NORTHFIELD BANCORP INC DEL COM | $0 | 0.00% | 0 | -2,618 | -100.0% | -$3.71万 | 清仓 |
| EEMA | ISHARES MSCI EMERGING MARKETS ASIA ETF | $0 | 0.00% | 0 | -227 | -100.0% | -$2.55万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS COM | $0 | 0.00% | 0 | -273 | -100.0% | -$2.23万 | 清仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $0 | 0.00% | 0 | -77 | -100.0% | -$2.20万 | 清仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $0 | 0.00% | 0 | -846 | -100.0% | -$2.18万 | 清仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $0 | 0.00% | 0 | -83 | -100.0% | -$2.12万 | 清仓 |
| CSRE | COHEN & STEERS REAL ESTATE ACTIVE ETF | $0 | 0.00% | 0 | -695 | -100.0% | -$1.98万 | 清仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $0 | 0.00% | 0 | -306 | -100.0% | -$1.60万 | 清仓 |
| STPZ | PIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | -251 | -100.0% | -$1.35万 | 清仓 |
| — | COTERRA ENERGY INC COM | $0 | 0.00% | 0 | -273 | -100.0% | -$9,695 | 清仓 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $0 | 0.00% | 0 | -154 | -100.0% | -$7,947 | 清仓 |
| — | SILA REALTY TRUST INC COMMON STOCK | $0 | 0.00% | 0 | -250 | -100.0% | -$7,608 | 清仓 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$7,598 | 清仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $0 | 0.00% | 0 | -94 | -100.0% | -$6,927 | 清仓 |
| BAB | INVESCO TAXABLE MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -249 | -100.0% | -$6,666 | 清仓 |
| USLM | UNITED STS LIME & MINERALS INC COM | $0 | 0.00% | 0 | -56 | -100.0% | -$5,856 | 清仓 |
| NUMV | NUVEEN ESG MID-CAP VALUE ETF | $0 | 0.00% | 0 | -107 | -100.0% | -$4,456 | 清仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $0 | 0.00% | 0 | -26 | -100.0% | -$4,375 | 清仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $0 | 0.00% | 0 | -20 | -100.0% | -$3,899 | 清仓 |
| GDX | VANECK GOLD MINERS ETF | $0 | 0.00% | 0 | -44 | -100.0% | -$3,776 | 清仓 |
| — | CSG SYS INTL INC COM | $0 | 0.00% | 0 | -46 | -100.0% | -$3,697 | 清仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $0 | 0.00% | 0 | -56 | -100.0% | -$3,652 | 清仓 |
| — | UDEMY INC COM | $0 | 0.00% | 0 | -745 | -100.0% | -$3,532 | 清仓 |
| INMU | ISHARES INTERMEDIATE MUNI INCOME ACTIVE ETF | $0 | 0.00% | 0 | -146 | -100.0% | -$3,500 | 清仓 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $0 | 0.00% | 0 | -70 | -100.0% | -$2,856 | 清仓 |
| DLB | DOLBY LABORATORIES INC COM CL A | $0 | 0.00% | 0 | -48 | -100.0% | -$2,834 | 清仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $0 | 0.00% | 0 | -8 | -100.0% | -$2,261 | 清仓 |
| BSJS | INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -98 | -100.0% | -$2,128 | 清仓 |
| BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $0 | 0.00% | 0 | -91 | -100.0% | -$2,105 | 清仓 |
| VEL | VELOCITY FINL INC COM | $0 | 0.00% | 0 | -106 | -100.0% | -$2,049 | 清仓 |
| SKYW | SKYWEST INC COM | $0 | 0.00% | 0 | -24 | -100.0% | -$1,998 | 清仓 |
| — | CANTALOUPE INC COM | $0 | 0.00% | 0 | -154 | -100.0% | -$1,725 | 清仓 |
| CZR | CAESARS ENTERTAINMENT INC NEW COM | $0 | 0.00% | 0 | -58 | -100.0% | -$1,630 | 清仓 |
| — | TRI POINTE HOMES INC COM | $0 | 0.00% | 0 | -31 | -100.0% | -$1,452 | 清仓 |
| PRIM | PRIMORIS SVCS CORP COM | $0 | 0.00% | 0 | -7 | -100.0% | -$1,421 | 清仓 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $0 | 0.00% | 0 | -63 | -100.0% | -$1,323 | 清仓 |
| TR | TOOTSIE ROLL INDS INC COM | $0 | 0.00% | 0 | -31 | -100.0% | -$1,310 | 清仓 |
| — | TOPBUILD COR COM | $0 | 0.00% | 0 | -3 | -100.0% | -$1,287 | 清仓 |
| — | CLIPPER RLTY INC COM | $0 | 0.00% | 0 | -372 | -100.0% | -$1,191 | 清仓 |
| AORT | ARTIVION INC COM | $0 | 0.00% | 0 | -33 | -100.0% | -$1,186 | 清仓 |
| BGS | B & G FOODS INC COM | $0 | 0.00% | 0 | -215 | -100.0% | -$1,177 | 清仓 |
| CNA | CNA FINL CORP COM | $0 | 0.00% | 0 | -26 | -100.0% | -$1,158 | 清仓 |
| KT | KT CORP SPONSORED ADR | $0 | 0.00% | 0 | -54 | -100.0% | -$1,158 | 清仓 |
| SIG | SIGNET JEWELERS LIMITED SHS | $0 | 0.00% | 0 | -14 | -100.0% | -$1,148 | 清仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $0 | 0.00% | 0 | -15 | -100.0% | -$1,141 | 清仓 |
| — | PROASSURANCE CORP COM | $0 | 0.00% | 0 | -46 | -100.0% | -$1,135 | 清仓 |
| CSW | CSW INDUSTRIALS INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$1,098 | 清仓 |
| WTRG | ESSENTIAL UTILS INC COM | $0 | 0.00% | 0 | -29 | -100.0% | -$1,088 | 清仓 |
| STNE | STONECO LTD COM CL A | $0 | 0.00% | 0 | -93 | -100.0% | -$1,031 | 清仓 |
| — | PROSHARES ULTRA XRP ETF | $0 | 0.00% | 0 | -251 | -100.0% | -$986 | 清仓 |
| ZG | ZILLOW GROUP INC CL A | $0 | 0.00% | 0 | -22 | -100.0% | -$966 | 清仓 |
| — | SELECT MED HLDGS CORP COM | $0 | 0.00% | 0 | -58 | -100.0% | -$953 | 清仓 |
| QTWO | Q2 HLDGS INC COM | $0 | 0.00% | 0 | -16 | -100.0% | -$838 | 清仓 |
| — | SEER INC COM CL A | $0 | 0.00% | 0 | -447 | -100.0% | -$832 | 清仓 |
| TW | TRADEWEB MKTS INC CL A | $0 | 0.00% | 0 | -7 | -100.0% | -$772 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -14 | -100.0% | -$766 | 清仓 |
| FCN | FTI CONSULTING INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$668 | 清仓 |
| EPAM | EPAM SYS INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$658 | 清仓 |
| DGICA | DONEGAL GROUP INC CL A | $0 | 0.00% | 0 | -36 | -100.0% | -$596 | 清仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC COM | $0 | 0.00% | 0 | -11 | -100.0% | -$586 | 清仓 |
| JRVR | JAMES RIV GROUP LTD COM SHS | $0 | 0.00% | 0 | -123 | -100.0% | -$577 | 清仓 |
| GVA | GRANITE CONSTR INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$567 | 清仓 |
| PIPR | PIPER SANDLER COMPANIES COM NEW | $0 | 0.00% | 0 | -7 | -100.0% | -$563 | 清仓 |
| EXPO | EXPONENT INC COM | $0 | 0.00% | 0 | -9 | -100.0% | -$533 | 清仓 |
| VFC | V F CORP COM | $0 | 0.00% | 0 | -29 | -100.0% | -$532 | 清仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY COM | $0 | 0.00% | 0 | -16 | -100.0% | -$526 | 清仓 |
| TREX | TREX INC COM | $0 | 0.00% | 0 | -13 | -100.0% | -$489 | 清仓 |
| JBSS | SANFILIPPO JOHN B & SON INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$482 | 清仓 |
| WAY | WAYSTAR HLDG CORP COM | $0 | 0.00% | 0 | -23 | -100.0% | -$475 | 清仓 |
| KRT | KARAT PACKAGING INC COM | $0 | 0.00% | 0 | -16 | -100.0% | -$470 | 清仓 |
| CSR | CENTERSPACE COM | $0 | 0.00% | 0 | -7 | -100.0% | -$459 | 清仓 |
| MGRC | MCGRATH RENTCORP COM | $0 | 0.00% | 0 | -4 | -100.0% | -$453 | 清仓 |
| — | RIVERVIEW BANCORP INC COM | $0 | 0.00% | 0 | -87 | -100.0% | -$452 | 清仓 |
| FOUR | SHIFT4 PMTS INC CL A | $0 | 0.00% | 0 | -11 | -100.0% | -$451 | 清仓 |
| SLVM | SYLVAMO CORP COMMON STOCK | $0 | 0.00% | 0 | -11 | -100.0% | -$449 | 清仓 |
| — | GATES INDL CORP PLC ORD SHS | $0 | 0.00% | 0 | -18 | -100.0% | -$443 | 清仓 |
| JJSF | J & J SNACK FOODS CORP COM | $0 | 0.00% | 0 | -6 | -100.0% | -$431 | 清仓 |
| SCI | SERVICE CORP INTL COM | $0 | 0.00% | 0 | -6 | -100.0% | -$401 | 清仓 |
| — | SOUND FINL BANCORP INC COM | $0 | 0.00% | 0 | -9 | -100.0% | -$379 | 清仓 |
| BF/A | BROWN FORMAN CORP CL A | $0 | 0.00% | 0 | -14 | -100.0% | -$376 | 清仓 |
| — | MASIMO CORP COM | $0 | 0.00% | 0 | -2 | -100.0% | -$358 | 清仓 |
| ICL | ICL GROUP LTD SHS | $0 | 0.00% | 0 | -62 | -100.0% | -$347 | 清仓 |
| BF/B | BROWN FORMAN CORP CL B | $0 | 0.00% | 0 | -14 | -100.0% | -$345 | 清仓 |
| CARG | CARGURUS INC COM CL A | $0 | 0.00% | 0 | -9 | -100.0% | -$340 | 清仓 |
| AVNW | AVIAT NETWORKS INC COM NEW | $0 | 0.00% | 0 | -20 | -100.0% | -$302 | 清仓 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $0 | 0.00% | 0 | -11 | -100.0% | -$289 | 清仓 |
| — | SCYNEXIS INC COM NEW | $0 | 0.00% | 0 | -300 | -100.0% | -$283 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$276 | 清仓 |
| — | RUNWAY GROWTH FINANCE CORP COM | $0 | 0.00% | 0 | -35 | -100.0% | -$239 | 清仓 |
| WIX | WIX COM LTD SHS | $0 | 0.00% | 0 | -3 | -100.0% | -$232 | 清仓 |
| ZD | ZIFF DAVIS INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$230 | 清仓 |
| MDLN | MEDLINE INC COM CL A | $0 | 0.00% | 0 | -5 | -100.0% | -$227 | 清仓 |
| TRIP | TRIPADVISOR INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$226 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS INC CL A | $0 | 0.00% | 0 | -9 | -100.0% | -$218 | 清仓 |
| — | CHART INDS INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$208 | 清仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $0 | 0.00% | 0 | -6 | -100.0% | -$202 | 清仓 |
| ANGI | ANGI INC CL A NEW | $0 | 0.00% | 0 | -27 | -100.0% | -$201 | 清仓 |
| LCID | LUCID GROUP INC COM NEW | $0 | 0.00% | 0 | -25 | -100.0% | -$157 | 清仓 |