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 |
|---|---|---|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $5,362 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| — | MOBILITY GLOBAL INC COM SHS | $5,401 | 0.00% | 265 | 265 | — | $5,401 | 新建仓 |
| CPA | COPA HOLDINGS SA CL A | $5,413 | 0.00% | 39 | -16 | -29.1% | -$2,221 | 减仓 |
| MAT | MATTEL INC COM | $5,458 | 0.00% | 379 | -13 | -3.3% | -$187 | 减仓 |
| EMN | EASTMAN CHEM CO COM | $5,484 | 0.00% | 79 | -32 | -28.8% | -$2,221 | 减仓 |
| AGX | ARGAN INC COM | $5,493 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC COM | $5,514 | 0.00% | 159 | 50 | 45.9% | $1,734 | 加仓 |
| ALCO | ALICO INC COM | $5,539 | 0.00% | 139 | -11 | -7.3% | -$438 | 减仓 |
| LUV | SOUTHWEST AIRLS CO COM | $5,542 | 0.00% | 116 | 5 | 4.5% | $239 | 加仓 |
| XPO | XPO INC COM | $5,555 | 0.00% | 26 | -1 | -3.7% | -$214 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $5,557 | 0.00% | 19 | -1 | -5.0% | -$292 | 减仓 |
| RKLB | ROCKET LAB CORP COM | $5,580 | 0.00% | 80 | 16 | 25.0% | $1,116 | 加仓 |
| REET | ISHARES GLOBAL REIT ETF | $5,625 | 0.00% | 198 | 198 | — | $5,625 | 新建仓 |
| GDDY | GODADDY INC CL A | $5,632 | 0.00% | 63 | -7 | -10.0% | -$626 | 减仓 |
| GLRE | GREENLIGHT CAP RE LTD CLASS A | $5,647 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC COM | $5,717 | 0.00% | 17 | -90 | -84.1% | -$3.03万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $5,722 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $5,766 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC COM | $5,771 | 0.00% | 92 | 28 | 43.8% | $1,756 | 加仓 |
| IVZ | INVESCO LTD SHS | $5,785 | 0.00% | 190 | 11 | 6.1% | $335 | 加仓 |
| ULTA | ULTA BEAUTY INC COM | $5,802 | 0.00% | 12 | -6 | -33.3% | -$2,901 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP INC COM | $5,835 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| ITGR | INTEGER HLDGS CORP COM | $5,890 | 0.00% | 61 | 6 | 10.9% | $579 | 加仓 |
| MDIV | MULTI-ASSET DIVERSIFIED INCOME INDEX FUND | $5,892 | 0.00% | 350 | 5 | 1.4% | $84 | 加仓 |
| KB | KB FINL GROUP INC SPONSORED ADR | $5,947 | 0.00% | 50 | 3 | 6.4% | $357 | 加仓 |
| — | FRANKLIN XRP ETF | $5,965 | 0.00% | 483 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $5,984 | 0.00% | 204 | -7 | -3.3% | -$205 | 减仓 |
| QLTA | ISHARES AAA-A RATED CORPORATE BOND ETF | $6,020 | 0.00% | 129 | -252 | -66.1% | -$1.18万 | 减仓 |
| VDE | VANGUARD ENERGY ETF | $6,046 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL COM | $6,052 | 0.00% | 75 | 1 | 1.4% | $81 | 加仓 |
| LOGI | LOGITECH INTL S A SHS | $6,056 | 0.00% | 58 | -3 | -4.9% | -$313 | 减仓 |
| ADSK | AUTODESK INC COM | $6,105 | 0.00% | 30 | -29 | -49.2% | -$5,902 | 减仓 |
| OUT | OUTFRONT MEDIA INC COM NEW | $6,128 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $6,163 | 0.00% | 46 | -135 | -74.6% | -$1.81万 | 减仓 |
| ESS | ESSEX PPTY TR INC COM | $6,194 | 0.00% | 21 | -1 | -4.5% | -$295 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $6,268 | 0.00% | 49 | 10 | 25.6% | $1,279 | 加仓 |
| LOPE | GRAND CANYON ED INC COM | $6,289 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| BAP | CREDICORP LTD COM | $6,299 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $6,311 | 0.00% | 100 | -34 | -25.4% | -$2,146 | 减仓 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $6,314 | 0.00% | 96 | 49 | 104.3% | $3,223 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $6,334 | 0.00% | 36 | -12 | -25.0% | -$2,111 | 减仓 |
| GFI | GOLD FIELDS LTD SPONSORED ADR | $6,350 | 0.00% | 189 | -18 | -8.7% | -$605 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $6,353 | 0.00% | 60 | 4 | 7.1% | $424 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC COM | $6,368 | 0.00% | 49 | 2 | 4.3% | $260 | 加仓 |
| EGP | EASTGROUP PPTYS INC COM | $6,415 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC COM | $6,424 | 0.00% | 232 | -19 | -7.6% | -$526 | 减仓 |
| ATO | ATMOS ENERGY CORP COM | $6,435 | 0.00% | 36 | -13 | -26.5% | -$2,324 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | $6,455 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $6,463 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $6,511 | 0.00% | 45 | -1 | -2.2% | -$145 | 减仓 |
| WY | WEYERHAEUSER CO COM NEW | $6,532 | 0.00% | 274 | -33 | -10.7% | -$787 | 减仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $6,537 | 0.00% | 43 | -19 | -30.6% | -$2,888 | 减仓 |
| TS | TENARIS S A SPONSORED ADS | $6,589 | 0.00% | 113 | -7 | -5.8% | -$408 | 减仓 |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $6,590 | 0.00% | 148 | 96 | 184.6% | $4,275 | 加仓 |
| BALI | ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF | $6,628 | 0.00% | 195 | -384 | -66.3% | -$1.31万 | 减仓 |
| RVTY | REVVITY INC COM | $6,632 | 0.00% | 60 | 22 | 57.9% | $2,432 | 加仓 |
| GMAB | GENMAB A/S SPONSORED ADS | $6,664 | 0.00% | 231 | -34 | -12.8% | -$981 | 减仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $6,666 | 0.00% | 37 | -10 | -21.3% | -$1,802 | 减仓 |
| INVH | INVITATION HOMES INC COM | $6,682 | 0.00% | 226 | 2 | 0.9% | $59 | 加仓 |
| PSTL | POSTAL REALTY TRUST INC CL A | $6,699 | 0.00% | 279 | -15 | -5.1% | -$360 | 减仓 |
| ALLE | ALLEGION PLC ORD SHS | $6,718 | 0.00% | 48 | -7 | -12.7% | -$980 | 减仓 |
| SUI | SUN CMNTYS INC COM | $6,740 | 0.00% | 56 | -13 | -18.8% | -$1,565 | 减仓 |
| MTCH | MATCH GROUP INC NEW COM | $6,761 | 0.00% | 178 | 115 | 182.5% | $4,368 | 加仓 |
| NIO | NIO INC SPON ADS | $6,888 | 0.00% | 1,475 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $6,891 | 0.00% | 75 | 67 | 837.5% | $6,156 | 加仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $6,892 | 0.00% | 51 | -58 | -53.2% | -$7,838 | 减仓 |
| NNE | NANO NUCLEAR ENERGY INC COM | $6,928 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO COM | $6,950 | 0.00% | 25 | -9 | -26.5% | -$2,502 | 减仓 |
| CVE | CENOVUS ENERGY INC COM | $6,958 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | $7,022 | 0.00% | 160 | 7 | 4.6% | $307 | 加仓 |
| KIM | KIMCO REALTY CORP COM | $7,047 | 0.00% | 270 | 2 | 0.7% | $52 | 加仓 |
| WINA | WINMARK CORP COM | $7,062 | 0.00% | 20 | -1 | -4.8% | -$353 | 减仓 |
| PAAS | PAN AMERN SILVER CORP COM | $7,111 | 0.00% | 157 | -22 | -12.3% | -$996 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC COM | $7,120 | 0.00% | 100 | 100 | — | $7,120 | 新建仓 |
| ETD | ETHAN ALLEN INTERIORS INC COM | $7,129 | 0.00% | 312 | 312 | — | $7,129 | 新建仓 |
| ACHR | ARCHER AVIATION INC COM CL A | $7,174 | 0.00% | 1,385 | 1,385 | — | $7,174 | 新建仓 |
| TSPA | T. ROWE PRICE U.S. EQUITY RESEARCH ETF | $7,180 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP COM | $7,253 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| JIG | JPMORGAN INTERNATIONAL GROWTH ETF | $7,260 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP COM SHS | $7,314 | 0.00% | 195 | -42 | -17.7% | -$1,575 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $7,343 | 0.00% | 95 | 11 | 13.1% | $850 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $7,359 | 0.00% | 84 | 13 | 18.3% | $1,139 | 加仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $7,371 | 0.00% | 156 | 156 | — | $7,371 | 新建仓 |
| CINF | CINCINNATI FINL CORP COM | $7,372 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| OSCR | OSCAR HEALTH INC CL A | $7,375 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP COM | $7,378 | 0.00% | 72 | -19 | -20.9% | -$1,947 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $7,413 | 0.00% | 62 | -20 | -24.4% | -$2,391 | 减仓 |
| DOW | DOW HLDGS INC COM | $7,455 | 0.00% | 239 | -130 | -35.2% | -$4,055 | 减仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $7,456 | 0.00% | 298 | 74 | 33.0% | $1,851 | 加仓 |
| GPC | GENUINE PARTS CO COM | $7,470 | 0.00% | 62 | 29 | 87.9% | $3,494 | 加仓 |
| — | ZACKS FOCUS GROWTH ETF | $7,590 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC CL A | $7,603 | 0.00% | 92 | -5 | -5.2% | -$413 | 减仓 |
| PCG | PG&E CORP COM | $7,627 | 0.00% | 421 | -111 | -20.9% | -$2,011 | 减仓 |
| STLD | STEEL DYNAMICS INC COM | $7,648 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| YORW | YORK WTR CO COM | $7,676 | 0.00% | 247 | 181 | 274.2% | $5,625 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $7,682 | 0.00% | 257 | -180 | -41.2% | -$5,380 | 减仓 |
| CLS | CELESTICA INC COM | $7,717 | 0.00% | 23 | 7 | 43.8% | $2,349 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $7,731 | 0.00% | 38 | 1 | 2.7% | $203 | 加仓 |
| HLI | HOULIHAN LOKEY INC CL A | $7,777 | 0.00% | 56 | -16 | -22.2% | -$2,222 | 减仓 |
| NTR | NUTRIEN LTD COM | $7,809 | 0.00% | 114 | 2 | 1.8% | $137 | 加仓 |