Cornerstone Planning Group LLC
FAIRFIELD NJ · SEC CIK 0001822587
$7.52亿2026Q1 申报市值
1,818持仓数
52.6%前十大占比 · 第一大 10.8%
188 / 97新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
QQQM 加仓+$864.53万
FENI 加仓+$608.63万
IVV 加仓+$466.50万
SCHG 加仓+$429.06万
BIV 加仓+$415.30万
2026Q1 卖出最多 按季末市值估算
SCHD 减仓-$454.75万
OEF 减仓-$392.67万
HEDJ 减仓-$177.08万
QQQ 减仓-$144.36万
BND 减仓-$114.57万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BRO | BROWN & BROWN INC COM | $6,276 | 0.00% | 110 | -210 | -65.6% | -$1.20万 | 减仓 |
| KIM | KIMCO REALTY CORP COM | $6,299 | 0.00% | 268 | 132 | 97.1% | $3,102 | 加仓 |
| FNV | FRANCO NEV CORP COM | $6,302 | 0.00% | 28 | 6 | 27.3% | $1,350 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP COM | $6,361 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC CL A | $6,373 | 0.00% | 286 | -647 | -69.3% | -$1.44万 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO COM CL A | $6,379 | 0.00% | 171 | 171 | — | $6,379 | 新建仓 |
| INVH | INVITATION HOMES INC COM | $6,391 | 0.00% | 224 | 50 | 28.7% | $1,427 | 加仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $6,422 | 0.00% | 48 | -1 | -2.0% | -$134 | 减仓 |
| CINF | CINCINNATI FINL CORP COM | $6,423 | 0.00% | 41 | 22 | 115.8% | $3,446 | 加仓 |
| LOGI | LOGITECH INTL S A SHS | $6,431 | 0.00% | 61 | 3 | 5.2% | $316 | 加仓 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $6,471 | 0.00% | 65 | -193 | -74.8% | -$1.92万 | 减仓 |
| AGX | ARGAN INC COM | $6,480 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| UTES | VIRTUS REAVES UTILITIES ETF | $6,488 | 0.00% | 77 | 77 | — | $6,488 | 新建仓 |
| PSTL | POSTAL REALTY TRUST INC CL A | $6,589 | 0.00% | 294 | -6 | -2.0% | -$134 | 减仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $6,621 | 0.00% | 46 | 16 | 53.3% | $2,303 | 加仓 |
| — | DIREXION DAILY S&P BIOTECH BULL 3X ETF | $6,661 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| BAB | INVESCO TAXABLE MUNICIPAL BOND ETF | $6,666 | 0.00% | 249 | -254 | -50.5% | -$6,800 | 减仓 |
| CLS | CELESTICA INC COM | $6,683 | 0.00% | 16 | -36 | -69.2% | -$1.50万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $6,705 | 0.00% | 407 | 146 | 55.9% | $2,405 | 加仓 |
| RS | RELIANCE INC COM | $6,739 | 0.00% | 19 | 4 | 26.7% | $1,419 | 加仓 |
| HST | HOST HOTELS & RESORTS INC COM | $6,756 | 0.00% | 318 | 35 | 12.4% | $744 | 加仓 |
| IP | INTERNATIONAL PAPER CO COM | $6,860 | 0.00% | 216 | 159 | 278.9% | $5,050 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $6,872 | 0.00% | 22 | 14 | 175.0% | $4,373 | 加仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $6,927 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $6,942 | 0.00% | 92 | 23 | 33.3% | $1,736 | 加仓 |
| TSPA | T. ROWE PRICE U.S. EQUITY RESEARCH ETF | $6,963 | 0.00% | 152 | 152 | — | $6,963 | 新建仓 |
| KEY | KEYCORP COM | $7,054 | 0.00% | 323 | 175 | 118.2% | $3,822 | 加仓 |
| ARW | ARROW ELECTRS INC COM | $7,084 | 0.00% | 38 | -2 | -5.0% | -$373 | 减仓 |
| CNP | CENTERPOINT ENERGY INC COM | $7,100 | 0.00% | 164 | 73 | 80.2% | $3,160 | 加仓 |
| VTRS | VIATRIS INC COM | $7,146 | 0.00% | 461 | 100 | 27.7% | $1,550 | 加仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $7,166 | 0.00% | 307 | -65 | -17.5% | -$1,517 | 减仓 |
| — | ISHARES HIGH YIELD CORPORATE BOND BUYWRITE STRATEGY ETF | $7,166 | 0.00% | 247 | 247 | — | $7,166 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $7,190 | 0.00% | 49 | -22 | -31.0% | -$3,228 | 减仓 |
| WAT | WATERS CORP COM | $7,198 | 0.00% | 21 | 20 | 2,000.0% | $6,855 | 加仓 |
| JIG | JPMORGAN INTERNATIONAL GROWTH ETF | $7,218 | 0.00% | 88 | 88 | — | $7,218 | 新建仓 |
| ILMN | ILLUMINA INC COM | $7,232 | 0.00% | 52 | 17 | 48.6% | $2,364 | 加仓 |
| RGLD | ROYAL GOLD INC COM | $7,234 | 0.00% | 33 | 12 | 57.1% | $2,631 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $7,235 | 0.00% | 51 | 9 | 21.4% | $1,277 | 加仓 |
| WY | WEYERHAEUSER CO COM NEW | $7,267 | 0.00% | 307 | 155 | 102.0% | $3,669 | 加仓 |
| ALLE | ALLEGION PLC ORD SHS | $7,276 | 0.00% | 55 | -32 | -36.8% | -$4,233 | 减仓 |
| GMAB | GENMAB A/S SPONSORED ADS | $7,293 | 0.00% | 265 | 40 | 17.8% | $1,101 | 加仓 |
| CVE | CENOVUS ENERGY INC COM | $7,308 | 0.00% | 240 | 36 | 17.6% | $1,096 | 加仓 |
| — | ZACKS FOCUS GROWTH ETF | $7,327 | 0.00% | 236 | 78 | 49.4% | $2,422 | 加仓 |
| STLD | STEEL DYNAMICS INC COM | $7,370 | 0.00% | 32 | 21 | 190.9% | $4,837 | 加仓 |
| BMI | BADGER METER INC COM | $7,387 | 0.00% | 61 | 61 | — | $7,387 | 新建仓 |
| — | FRANKLIN XRP ETF | $7,419 | 0.00% | 483 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC COM | $7,431 | 0.00% | 37 | 20 | 117.6% | $4,017 | 加仓 |
| KDP | KEURIG DR PEPPER INC COM | $7,442 | 0.00% | 258 | 46 | 21.7% | $1,327 | 加仓 |
| WINA | WINMARK CORP COM | $7,445 | 0.00% | 21 | 1 | 5.0% | $355 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $7,457 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP COM | $7,461 | 0.00% | 99 | 17 | 20.7% | $1,281 | 加仓 |
| AVY | AVERY DENNISON CORP COM | $7,462 | 0.00% | 47 | 14 | 42.4% | $2,223 | 加仓 |
| CNXC | CONCENTRIX CORP COM | $7,589 | 0.00% | 319 | 6 | 1.9% | $143 | 加仓 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $7,598 | 0.00% | 100 | 1 | 1.0% | $76 | 加仓 |
| OVV | OVINTIV INC COM | $7,602 | 0.00% | 121 | 18 | 17.5% | $1,131 | 加仓 |
| — | SILA REALTY TRUST INC COMMON STOCK | $7,608 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| TS | TENARIS S A SPONSORED ADS | $7,618 | 0.00% | 120 | 13 | 12.1% | $825 | 加仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $7,648 | 0.00% | 47 | 47 | — | $7,648 | 新建仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $7,676 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| JETS | U.S. GLOBAL JETS ETF | $7,726 | 0.00% | 297 | 1 | 0.3% | $26 | 加仓 |
| SYF | SYNCHRONY FINANCIAL COM | $7,752 | 0.00% | 106 | 25 | 30.9% | $1,828 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $7,758 | 0.00% | 277 | 63 | 29.4% | $1,764 | 加仓 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $7,761 | 0.00% | 157 | 157 | — | $7,761 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $7,766 | 0.00% | 34 | -12 | -26.1% | -$2,741 | 减仓 |
| TPB | TURNING PT BRANDS INC COM | $7,780 | 0.00% | 97 | 20 | 26.0% | $1,604 | 加仓 |
| LOPE | GRAND CANYON ED INC COM | $7,786 | 0.00% | 46 | -1 | -2.1% | -$169 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $7,796 | 0.00% | 97 | 27 | 38.6% | $2,170 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $7,815 | 0.00% | 6 | 4 | 200.0% | $5,210 | 加仓 |
| SLAB | SILICON LABORATORIES INC COM | $7,858 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW CL A | $7,931 | 0.00% | 37 | 32 | 640.0% | $6,859 | 加仓 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $7,947 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC CL A | $7,955 | 0.00% | 97 | 6 | 6.6% | $492 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $7,958 | 0.00% | 47 | -10 | -17.5% | -$1,693 | 减仓 |
| AXON | AXON ENTERPRISE INC COM | $7,993 | 0.00% | 21 | 9 | 75.0% | $3,426 | 加仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $8,050 | 0.00% | 122 | 38 | 45.2% | $2,507 | 加仓 |
| COO | COOPER COS INC COM | $8,085 | 0.00% | 132 | 23 | 21.1% | $1,409 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $8,089 | 0.00% | 137 | 137 | — | $8,089 | 新建仓 |
| NFRA | FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND | $8,122 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP COM | $8,233 | 0.00% | 30 | 6 | 25.0% | $1,647 | 加仓 |
| TRP | TC ENERGY CORP COM | $8,348 | 0.00% | 126 | 16 | 14.5% | $1,060 | 加仓 |
| — | AVALONBAY CMNTYS INC COM | $8,352 | 0.00% | 46 | 13 | 39.4% | $2,360 | 加仓 |
| UMH | UMH PPTYS INC COM | $8,365 | 0.00% | 533 | -80 | -13.1% | -$1,256 | 减仓 |
| INSM | INSMED INC COM PAR $.01 | $8,367 | 0.00% | 60 | 22 | 57.9% | $3,068 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC COM | $8,494 | 0.00% | 104 | 31 | 42.5% | $2,532 | 加仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $8,517 | 0.00% | 106 | 50 | 89.3% | $4,017 | 加仓 |
| PBA | PEMBINA PIPELINE CORP COM | $8,518 | 0.00% | 184 | 32 | 21.1% | $1,481 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC COM | $8,534 | 0.00% | 273 | 270 | 9,000.0% | $8,440 | 加仓 |
| SUI | SUN CMNTYS INC COM | $8,544 | 0.00% | 69 | 28 | 68.3% | $3,467 | 加仓 |
| EMN | EASTMAN CHEM CO COM | $8,562 | 0.00% | 111 | -1 | -0.9% | -$77 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $8,585 | 0.00% | 69 | 37 | 115.6% | $4,604 | 加仓 |
| GATX | GATX CORP COM | $8,587 | 0.00% | 44 | 2 | 4.8% | $390 | 加仓 |
| MLI | MUELLER INDS INC COM | $8,593 | 0.00% | 64 | 61 | 2,033.3% | $8,190 | 重新持有 |
| BBHY | JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF | $8,601 | 0.00% | 187 | 187 | — | $8,601 | 新建仓 |
| — | AMPLITECH GROUP INC COM NEW | $8,626 | 0.00% | 3,800 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC COM | $8,626 | 0.00% | 82 | 58 | 241.7% | $6,101 | 加仓 |
| GFI | GOLD FIELDS LTD SPONSORED ADR | $8,643 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD COM | $8,651 | 0.00% | 112 | 23 | 25.8% | $1,777 | 加仓 |
| PCG | PG&E CORP COM | $8,688 | 0.00% | 532 | 360 | 209.3% | $5,879 | 加仓 |
| NIO | NIO INC SPON ADS | $8,703 | 0.00% | 1,475 | 233 | 18.8% | $1,375 | 加仓 |
| SF | STIFEL FINL CORP COM | $8,708 | 0.00% | 112 | 1 | 0.9% | $78 | 加仓 |