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 |
|---|---|---|---|---|---|---|---|---|
| CSGP | COSTAR GROUP INC COM | $8,760 | 0.00% | 251 | 40 | 19.0% | $1,396 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $8,761 | 0.00% | 30 | 2 | 7.1% | $584 | 加仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $8,778 | 0.00% | 182 | 181 | 18,100.0% | $8,730 | 加仓 |
| DXCM | DEXCOM INC COM | $8,804 | 0.00% | 148 | 11 | 8.0% | $654 | 加仓 |
| FOXA | FOX CORP CL A COM | $8,858 | 0.00% | 143 | -19 | -11.7% | -$1,177 | 减仓 |
| NTRS | NORTHERN TR CORP COM | $8,910 | 0.00% | 56 | 32 | 133.3% | $5,091 | 加仓 |
| DECK | DECKERS OUTDOOR CORP COM | $8,968 | 0.00% | 91 | 70 | 333.3% | $6,898 | 加仓 |
| ATO | ATMOS ENERGY CORP COM | $8,994 | 0.00% | 49 | 10 | 25.6% | $1,836 | 加仓 |
| RL | RALPH LAUREN CORP CL A | $9,014 | 0.00% | 26 | 6 | 30.0% | $2,080 | 加仓 |
| ZVRA | ZEVRA THERAPEUTICS INC COM NEW | $9,019 | 0.00% | 850 | 150 | 21.4% | $1,592 | 加仓 |
| PAAS | PAN AMERN SILVER CORP COM | $9,044 | 0.00% | 179 | 21 | 13.3% | $1,061 | 加仓 |
| NNE | NANO NUCLEAR ENERGY INC COM | $9,108 | 0.00% | 400 | 400 | — | $9,108 | 新建仓 |
| B | BARRICK MNG CORP COM SHS | $9,177 | 0.00% | 237 | 12 | 5.3% | $465 | 加仓 |
| DTE | DTE ENERGY CO COM | $9,187 | 0.00% | 65 | 21 | 47.7% | $2,968 | 加仓 |
| JIVE | JPMORGAN INTERNATIONAL VALUE ETF | $9,230 | 0.00% | 102 | 102 | — | $9,230 | 新建仓 |
| RBLX | ROBLOX CORP CL A | $9,293 | 0.00% | 211 | 69 | 48.6% | $3,039 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $9,297 | 0.00% | 122 | -11 | -8.3% | -$838 | 减仓 |
| ABCL | ABCELLERA BIOLOGICS INC COM | $9,320 | 0.00% | 2,000 | 250 | 14.3% | $1,165 | 加仓 |
| RMD | RESMED INC COM | $9,360 | 0.00% | 46 | 18 | 64.3% | $3,663 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $9,377 | 0.00% | 122 | 92 | 306.7% | $7,071 | 加仓 |
| FTS | FORTIS INC COM | $9,478 | 0.00% | 165 | 44 | 36.4% | $2,527 | 加仓 |
| DG | DOLLAR GEN CORP COM | $9,487 | 0.00% | 82 | 12 | 17.1% | $1,388 | 加仓 |
| AIZ | ASSURANT INC COM | $9,494 | 0.00% | 41 | 1 | 2.5% | $232 | 加仓 |
| XSVM | INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF | $9,519 | 0.00% | 144 | -1,072 | -88.2% | -$7.09万 | 减仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $9,534 | 0.00% | 375 | -216 | -36.5% | -$5,492 | 减仓 |
| MKSI | MKS INC. COM | $9,535 | 0.00% | 34 | 4 | 13.3% | $1,122 | 加仓 |
| KGC | KINROSS GOLD CORP COM | $9,565 | 0.00% | 332 | 9 | 2.8% | $259 | 加仓 |
| ULTA | ULTA BEAUTY INC COM | $9,586 | 0.00% | 18 | 3 | 20.0% | $1,598 | 加仓 |
| FICO | FAIR ISAAC CORP COM | $9,597 | 0.00% | 9 | -10 | -52.6% | -$1.07万 | 减仓 |
| IDA | IDACORP INC COM | $9,614 | 0.00% | 67 | 40 | 148.1% | $5,740 | 加仓 |
| VMC | VULCAN MATLS CO COM | $9,623 | 0.00% | 34 | 28 | 466.7% | $7,925 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $9,680 | 0.00% | 134 | -34 | -20.2% | -$2,456 | 减仓 |
| — | COTERRA ENERGY INC COM | $9,695 | 0.00% | 273 | 45 | 19.7% | $1,598 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $9,715 | 0.00% | 48 | 21 | 77.8% | $4,250 | 加仓 |
| E | ENI SPA SPONSORED ADR | $9,718 | 0.00% | 172 | 29 | 20.3% | $1,638 | 加仓 |
| CMS | CMS ENERGY CORP COM | $9,744 | 0.00% | 131 | 40 | 44.0% | $2,975 | 加仓 |
| DINO | HF SINCLAIR CORP COM | $9,765 | 0.00% | 132 | -5 | -3.6% | -$370 | 减仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC COM | $9,772 | 0.00% | 332 | 26 | 8.5% | $765 | 加仓 |
| — | SPROTT ACTIVE METALS & MINERS ETF | $9,806 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $9,823 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV SHS | $9,835 | 0.00% | 68 | 7 | 11.5% | $1,012 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | $1.00万 | 0.00% | 83 | 1 | 1.2% | $121 | 加仓 |
| BXP | BXP INC COM | $1.01万 | 0.00% | 172 | 34 | 24.6% | $1,988 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $1.01万 | 0.00% | 82 | 58 | 241.7% | $7,132 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $1.01万 | 0.00% | 448 | 84 | 23.1% | $1,893 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $1.02万 | 0.00% | 615 | 158 | 34.6% | $2,615 | 加仓 |
| XEL | XCEL ENERGY INC COM | $1.02万 | 0.00% | 126 | 42 | 50.0% | $3,403 | 加仓 |
| GPN | GLOBAL PMTS INC COM | $1.02万 | 0.00% | 148 | 61 | 70.1% | $4,211 | 加仓 |
| SNY | SANOFI SA SPONSORED ADR | $1.02万 | 0.00% | 236 | 23 | 10.8% | $997 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $1.03万 | 0.00% | 169 | 22 | 15.0% | $1,335 | 加仓 |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $1.03万 | 0.00% | 268 | -136 | -33.7% | -$5,245 | 减仓 |
| WGS | GENEDX HOLDINGS CORP COM CL A | $1.04万 | 0.00% | 300 | 300 | — | $1.04万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $1.04万 | 0.00% | 134 | 67 | 100.0% | $5,222 | 加仓 |
| SHOE | SHOE CARNIVAL INC COM | $1.05万 | 0.00% | 595 | 6 | 1.0% | $106 | 加仓 |
| SETM | SPROTT CRITICAL MATERIALS ETF | $1.05万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC COM | $1.05万 | 0.00% | 38 | 27 | 245.5% | $7,446 | 加仓 |
| FLUT | FLUTTER ENTMT PLC SHS | $1.05万 | 0.00% | 102 | 48 | 88.9% | $4,960 | 加仓 |
| AUPH | AURINIA PHARMACEUTICALS INC COM | $1.06万 | 0.00% | 658 | -122 | -15.6% | -$1,957 | 减仓 |
| FR | FIRST INDL RLTY TR INC COM | $1.06万 | 0.00% | 172 | 13 | 8.2% | $798 | 加仓 |
| OMC | OMNICOM GROUP INC COM | $1.06万 | 0.00% | 137 | 26 | 23.4% | $2,007 | 加仓 |
| ON | ON SEMICONDUCTOR CORP COM | $1.06万 | 0.00% | 103 | -67 | -39.4% | -$6,880 | 减仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $1.07万 | 0.00% | 677 | 69 | 11.3% | $1,086 | 加仓 |
| UL | UNILEVER PLC SPON ADR NEW | $1.07万 | 0.00% | 183 | -51 | -21.8% | -$2,971 | 减仓 |
| EFX | EQUIFAX INC COM | $1.07万 | 0.00% | 63 | 45 | 250.0% | $7,651 | 加仓 |
| L | LOEWS CORP COM | $1.07万 | 0.00% | 102 | 50 | 96.2% | $5,258 | 加仓 |
| HLI | HOULIHAN LOKEY INC CL A | $1.08万 | 0.00% | 72 | -130 | -64.4% | -$1.94万 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $1.08万 | 0.00% | 299 | -86 | -22.3% | -$3,096 | 减仓 |
| EUHY | ISHARES EURO HIGH YIELD CORPORATE BOND USD HEDGED ETF | $1.08万 | 0.00% | 204 | 204 | — | $1.08万 | 新建仓 |
| DT | DYNATRACE INC COM NEW | $1.09万 | 0.00% | 283 | -257 | -47.6% | -$9,926 | 减仓 |
| DXYZ | DESTINY TECH100 INC COM SHS | $1.10万 | 0.00% | 286 | 8 | 2.9% | $307 | 加仓 |
| — | XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF | $1.10万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | $1.10万 | 0.00% | 116 | 1 | 0.9% | $95 | 加仓 |
| WSM | WILLIAMS SONOMA INC COM | $1.10万 | 0.00% | 62 | 27 | 77.1% | $4,805 | 加仓 |
| ALG | ALAMO GROUP INC COM | $1.12万 | 0.00% | 68 | 21 | 44.7% | $3,462 | 加仓 |
| COHR | COHERENT CORP COM | $1.14万 | 0.00% | 34 | 27 | 385.7% | $9,065 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $1.16万 | 0.00% | 145 | 4 | 2.8% | $321 | 加仓 |
| PUK | PRUDENTIAL PLC ADR | $1.17万 | 0.00% | 387 | 12 | 3.2% | $363 | 加仓 |
| TILE | INTERFACE INC COM | $1.17万 | 0.00% | 430 | 430 | — | $1.17万 | 新建仓 |
| VTR | VENTAS INC COM | $1.18万 | 0.00% | 137 | 38 | 38.4% | $3,282 | 加仓 |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | $1.19万 | 0.00% | 136 | 1 | 0.7% | $87 | 加仓 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $1.19万 | 0.00% | 1,505 | 300 | 24.9% | $2,367 | 加仓 |
| SYY | SYSCO CORP COM | $1.19万 | 0.00% | 164 | 29 | 21.5% | $2,103 | 加仓 |
| UTZ | UTZ BRANDS INC COM CL A | $1.19万 | 0.00% | 1,548 | 175 | 12.7% | $1,346 | 加仓 |
| TDG | TRANSDIGM GROUP INC COM | $1.19万 | 0.00% | 10 | 6 | 150.0% | $7,148 | 加仓 |
| ARGX | ARGENX SE SPONSORED ADR | $1.19万 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC COM | $1.20万 | 0.00% | 146 | 1 | 0.7% | $82 | 加仓 |
| MTG | MGIC INVT CORP WIS COM | $1.20万 | 0.00% | 457 | 3 | 0.7% | $79 | 加仓 |
| SSRM | SSR MINING IN COM | $1.20万 | 0.00% | 424 | -14 | -3.2% | -$395 | 减仓 |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $1.20万 | 0.00% | 219 | 146 | 200.0% | $8,007 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION COM | $1.20万 | 0.00% | 121 | 20 | 19.8% | $1,986 | 加仓 |
| NI | NISOURCE INC COM | $1.20万 | 0.00% | 250 | 93 | 59.2% | $4,471 | 加仓 |
| HIMU | ISHARES HIGH YIELD MUNI ACTIVE ETF | $1.20万 | 0.00% | 248 | -9,747 | -97.5% | -$47.27万 | 减仓 |
| CSL | CARLISLE COS INC COM | $1.21万 | 0.00% | 34 | 23 | 209.1% | $8,174 | 加仓 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $1.21万 | 0.00% | 123 | 1 | 0.8% | $98 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $1.21万 | 0.00% | 92 | 2 | 2.2% | $263 | 加仓 |
| ICLR | ICON PLC SHS | $1.21万 | 0.00% | 100 | 92 | 1,150.0% | $1.12万 | 加仓 |
| WING | WINGSTOP INC COM | $1.22万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC SPONS ADR | $1.23万 | 0.00% | 827 | -11 | -1.3% | -$163 | 减仓 |
| RPM | RPM INTL INC COM | $1.24万 | 0.00% | 125 | 111 | 792.9% | $1.10万 | 加仓 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $1.24万 | 0.00% | 250 | 4 | 1.6% | $199 | 加仓 |