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 |
|---|---|---|---|---|---|---|---|---|
| SLAB | SILICON LABORATORIES INC COM | $7,818 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $7,842 | 0.00% | 101 | 33 | 48.5% | $2,562 | 加仓 |
| HST | HOST HOTELS & RESORTS INC COM | $7,844 | 0.00% | 320 | 2 | 0.6% | $49 | 加仓 |
| — | AVALONBAY CMNTYS INC COM | $7,845 | 0.00% | 41 | -5 | -10.9% | -$957 | 减仓 |
| ADC | AGREE RLTY CORP COM | $7,923 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $7,934 | 0.00% | 466 | 5 | 1.1% | $85 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $7,958 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $7,988 | 0.00% | 280 | 163 | 139.3% | $4,650 | 加仓 |
| CNP | CENTERPOINT ENERGY INC COM | $8,001 | 0.00% | 183 | 19 | 11.6% | $831 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $8,002 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC COM | $8,016 | 0.00% | 48 | 31 | 182.4% | $5,177 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $8,028 | 0.00% | 45 | -39 | -46.4% | -$6,958 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $8,085 | 0.00% | 29 | 13 | 81.2% | $3,624 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $8,088 | 0.00% | 52 | 1 | 2.0% | $156 | 加仓 |
| VRSN | VERISIGN INC COM | $8,140 | 0.00% | 31 | -7 | -18.4% | -$1,838 | 减仓 |
| DTE | DTE ENERGY CO COM | $8,186 | 0.00% | 55 | -10 | -15.4% | -$1,488 | 减仓 |
| NTRA | NATERA INC COM | $8,191 | 0.00% | 31 | 7 | 29.2% | $1,850 | 加仓 |
| NFRA | FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND | $8,215 | 0.00% | 125 | 1 | 0.8% | $66 | 加仓 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $8,236 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC COM | $8,249 | 0.00% | 60 | -32 | -34.8% | -$4,399 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $8,257 | 0.00% | 18 | 6 | 50.0% | $2,752 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $8,293 | 0.00% | 135 | -34 | -20.1% | -$2,089 | 减仓 |
| BRO | BROWN & BROWN INC COM | $8,313 | 0.00% | 127 | 17 | 15.5% | $1,113 | 加仓 |
| TPC | TUTOR PERINI CORP COM | $8,352 | 0.00% | 96 | 96 | — | $8,352 | 新建仓 |
| VALE | VALE S A SPONSORED ADS | $8,361 | 0.00% | 563 | -1,018 | -64.4% | -$1.51万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $8,408 | 0.00% | 32 | -2 | -5.9% | -$526 | 减仓 |
| KGC | KINROSS GOLD CORP COM | $8,436 | 0.00% | 348 | 16 | 4.8% | $388 | 加仓 |
| KEY | KEYCORP COM | $8,522 | 0.00% | 369 | 46 | 14.2% | $1,062 | 加仓 |
| RL | RALPH LAUREN CORP CL A | $8,531 | 0.00% | 22 | -4 | -15.4% | -$1,551 | 减仓 |
| GPN | GLOBAL PMTS INC COM | $8,538 | 0.00% | 108 | -40 | -27.0% | -$3,162 | 减仓 |
| DLTR | DOLLAR TREE INC COM | $8,551 | 0.00% | 70 | 22 | 45.8% | $2,687 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $8,557 | 0.00% | 103 | 6 | 6.2% | $498 | 加仓 |
| E | ENI SPA SPONSORED ADR | $8,581 | 0.00% | 168 | -4 | -2.3% | -$204 | 减仓 |
| DVN | DEVON ENERGY CORP NEW COM | $8,627 | 0.00% | 192 | 90 | 88.2% | $4,044 | 加仓 |
| — | SPROTT ACTIVE METALS & MINERS ETF | $8,642 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| SETM | SPROTT CRITICAL MATERIALS ETF | $8,649 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $8,677 | 0.00% | 57 | 9 | 18.8% | $1,370 | 加仓 |
| CLOA | ISHARES AAA CLO ACTIVE ETF | $8,714 | 0.00% | 168 | -329 | -66.2% | -$1.71万 | 减仓 |
| AIZ | ASSURANT INC COM | $8,741 | 0.00% | 32 | -9 | -22.0% | -$2,458 | 减仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC COM | $8,793 | 0.00% | 337 | 5 | 1.5% | $130 | 加仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $8,803 | 0.00% | 129 | 7 | 5.7% | $478 | 加仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $8,815 | 0.00% | 378 | 71 | 23.1% | $1,656 | 加仓 |
| RMD | RESMED INC COM | $8,883 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| JETS | U.S. GLOBAL JETS ETF | $8,923 | 0.00% | 296 | -1 | -0.3% | -$30 | 减仓 |
| ALAB | ASTERA LABS INC COM | $8,934 | 0.00% | 27 | 13 | 92.9% | $4,302 | 加仓 |
| RS | RELIANCE INC COM | $8,945 | 0.00% | 23 | 4 | 21.1% | $1,556 | 加仓 |
| CMS | CMS ENERGY CORP COM | $8,956 | 0.00% | 121 | -10 | -7.6% | -$740 | 减仓 |
| QGEN | QIAGEN NV ORD SHARES | $9,007 | 0.00% | 222 | 86 | 63.2% | $3,489 | 加仓 |
| — | DIREXION DAILY S&P BIOTECH BULL 3X ETF | $9,028 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| BBHY | JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF | $9,060 | 0.00% | 198 | 11 | 5.9% | $503 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $9,114 | 0.00% | 94 | 44 | 88.0% | $4,266 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $9,123 | 0.00% | 138 | 16 | 13.1% | $1,058 | 加仓 |
| OMC | OMNICOM GROUP INC COM | $9,220 | 0.00% | 116 | -21 | -15.3% | -$1,669 | 减仓 |
| PUK | PRUDENTIAL PLC ADR | $9,227 | 0.00% | 313 | -74 | -19.1% | -$2,181 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $9,241 | 0.00% | 416 | 9 | 2.2% | $200 | 加仓 |
| FN | FABRINET SHS | $9,246 | 0.00% | 18 | -10 | -35.7% | -$5,137 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $9,247 | 0.00% | 63 | 14 | 28.6% | $2,055 | 加仓 |
| BMI | BADGER METER INC COM | $9,374 | 0.00% | 74 | 13 | 21.3% | $1,647 | 加仓 |
| MCHI | ISHARES MSCI CHINA ETF | $9,375 | 0.00% | 175 | 175 | — | $9,375 | 新建仓 |
| BXP | BXP INC COM | $9,423 | 0.00% | 140 | -32 | -18.6% | -$2,154 | 减仓 |
| OVV | OVINTIV INC COM | $9,445 | 0.00% | 156 | 35 | 28.9% | $2,119 | 加仓 |
| NTRS | NORTHERN TR CORP COM | $9,495 | 0.00% | 53 | -3 | -5.4% | -$537 | 减仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $9,498 | 0.00% | 454 | -229 | -33.5% | -$4,791 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC COM | $9,515 | 0.00% | 130 | 26 | 25.0% | $1,903 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $9,534 | 0.00% | 309 | 32 | 11.6% | $987 | 加仓 |
| SYF | SYNCHRONY FINANCIAL COM | $9,551 | 0.00% | 131 | 25 | 23.6% | $1,823 | 加仓 |
| SNY | SANOFI SA SPONSORED ADR | $9,634 | 0.00% | 220 | -16 | -6.8% | -$701 | 减仓 |
| JIVE | JPMORGAN INTERNATIONAL VALUE ETF | $9,638 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $9,687 | 0.00% | 203 | 172 | 554.8% | $8,208 | 加仓 |
| AUPH | AURINIA PHARMACEUTICALS INC COM | $9,719 | 0.00% | 634 | -24 | -3.6% | -$368 | 减仓 |
| HEI/A | HEICO CORP NEW CL A | $9,770 | 0.00% | 40 | 3 | 8.1% | $733 | 加仓 |
| FICO | FAIR ISAAC CORP COM | $9,772 | 0.00% | 8 | -1 | -11.1% | -$1,222 | 减仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $9,794 | 0.00% | 125 | -9 | -6.7% | -$705 | 减仓 |
| AMCR | AMCOR PLC COM NEW | $9,846 | 0.00% | 228 | 122 | 115.1% | $5,268 | 加仓 |
| IDA | IDACORP INC COM | $9,873 | 0.00% | 66 | -1 | -1.5% | -$150 | 减仓 |
| ILMN | ILLUMINA INC COM | $9,925 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INC COM | $9,976 | 0.00% | 171 | 6 | 3.6% | $350 | 加仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $1.00万 | 0.00% | 646 | -31 | -4.6% | -$481 | 减仓 |
| CCJ | CAMECO CORP COM | $1.00万 | 0.00% | 111 | -8 | -6.7% | -$723 | 减仓 |
| ABM | ABM INDS INC COM | $1.01万 | 0.00% | 214 | 214 | — | $1.01万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP COM | $1.01万 | 0.00% | 109 | 6 | 5.8% | $554 | 加仓 |
| COO | COOPER COS INC COM | $1.01万 | 0.00% | 143 | 11 | 8.3% | $776 | 加仓 |
| GRMN | GARMIN LTD SHS | $1.01万 | 0.00% | 42 | -33 | -44.0% | -$7,940 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $1.01万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC COM | $1.02万 | 0.00% | 77 | -9 | -10.5% | -$1,189 | 减仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1.02万 | 0.00% | 120 | 120 | — | $1.02万 | 新建仓 |
| XSVM | INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF | $1.03万 | 0.00% | 145 | 1 | 0.7% | $71 | 加仓 |
| KDP | KEURIG DR PEPPER INC COM | $1.03万 | 0.00% | 341 | 83 | 32.2% | $2,509 | 加仓 |
| ZVRA | ZEVRA THERAPEUTICS INC COM NEW | $1.03万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC COM | $1.04万 | 0.00% | 116 | -6 | -4.9% | -$536 | 减仓 |
| GIS | GENERAL MILLS INC COM | $1.05万 | 0.00% | 283 | 216 | 322.4% | $7,984 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $1.05万 | 0.00% | 123 | -31 | -20.1% | -$2,640 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $1.05万 | 0.00% | 149 | 57 | 62.0% | $4,014 | 加仓 |
| LPLA | LPL FINL HLDGS INC COM | $1.05万 | 0.00% | 32 | -10 | -23.8% | -$3,285 | 减仓 |
| NDSN | NORDSON CORP COM | $1.05万 | 0.00% | 36 | 6 | 20.0% | $1,758 | 加仓 |
| KGS | KODIAK GAS SVCS INC COM | $1.07万 | 0.00% | 159 | 159 | — | $1.07万 | 新建仓 |
| AER | AERCAP HOLDINGS NV SHS | $1.07万 | 0.00% | 71 | 3 | 4.4% | $452 | 加仓 |
| RBLX | ROBLOX CORP CL A | $1.07万 | 0.00% | 216 | 5 | 2.4% | $248 | 加仓 |
| CIEN | CIENA CORP COM NEW | $1.07万 | 0.00% | 27 | -1 | -3.6% | -$397 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $1.08万 | 0.00% | 299 | 0 | 0.0% | — | 不变 |