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 |
|---|---|---|---|---|---|---|---|---|
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $1.25万 | 0.00% | 492 | 434 | 748.3% | $1.10万 | 加仓 |
| ALC | ALCON AG ORD SHS | $1.27万 | 0.00% | 171 | -31 | -15.3% | -$2,308 | 减仓 |
| GEN | GEN DIGITAL INC COM | $1.28万 | 0.00% | 650 | 165 | 34.0% | $3,248 | 加仓 |
| IT | GARTNER INC COM | $1.29万 | 0.00% | 86 | 55 | 177.4% | $8,222 | 加仓 |
| EQT | EQT CORP COM | $1.29万 | 0.00% | 220 | 96 | 77.4% | $5,626 | 加仓 |
| PCAR | PACCAR INC COM | $1.29万 | 0.00% | 115 | 56 | 94.9% | $6,298 | 加仓 |
| WSC | WILLSCOT HLDGS CORP COM CL A | $1.30万 | 0.00% | 571 | 1 | 0.2% | $23 | 加仓 |
| — | WELLS FARGO & CO PERP PFD CNV A | $1.30万 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC COM | $1.30万 | 0.00% | 714 | 18 | 2.6% | $329 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $1.31万 | 0.00% | 437 | 217 | 98.6% | $6,498 | 加仓 |
| KR | KROGER CO COM | $1.31万 | 0.00% | 196 | 91 | 86.7% | $6,090 | 加仓 |
| IRMD | IRADIMED CORP COM | $1.31万 | 0.00% | 154 | 1 | 0.7% | $85 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW COM | $1.32万 | 0.00% | 105 | -4 | -3.7% | -$503 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $1.32万 | 0.00% | 563 | 121 | 27.4% | $2,840 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $1.32万 | 0.00% | 285 | 102 | 55.7% | $4,741 | 加仓 |
| HLN | HALEON PLC SPON ADS | $1.33万 | 0.00% | 1,453 | -53 | -3.5% | -$486 | 减仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $1.34万 | 0.00% | 234 | -2,792 | -92.3% | -$16.02万 | 重新持有 |
| IAI | ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | $1.35万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC COM | $1.35万 | 0.00% | 42 | 6 | 16.7% | $1,923 | 加仓 |
| NUE | NUCOR CORP COM | $1.35万 | 0.00% | 59 | 20 | 51.3% | $4,564 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $1.35万 | 0.00% | 162 | 97 | 149.2% | $8,091 | 加仓 |
| STPZ | PIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND | $1.35万 | 0.00% | 251 | -170 | -40.4% | -$9,171 | 减仓 |
| CCJ | CAMECO CORP COM | $1.36万 | 0.00% | 119 | -36 | -23.2% | -$4,121 | 减仓 |
| NTAP | NETAPP INC COM | $1.37万 | 0.00% | 121 | 19 | 18.6% | $2,156 | 加仓 |
| ENTG | ENTEGRIS INC COM | $1.37万 | 0.00% | 92 | 18 | 24.3% | $2,687 | 加仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $1.37万 | 0.00% | 683 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC COM NEW | $1.37万 | 0.00% | 51 | 20 | 64.5% | $5,391 | 加仓 |
| ALL | ALLSTATE CORP COM | $1.38万 | 0.00% | 64 | 17 | 36.2% | $3,661 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $1.38万 | 0.00% | 237 | 20 | 9.2% | $1,164 | 加仓 |
| VST | VISTRA CORP COM | $1.38万 | 0.00% | 87 | 3 | 3.6% | $476 | 加仓 |
| ALB | ALBEMARLE CORP COM | $1.38万 | 0.00% | 72 | 18 | 33.3% | $3,459 | 加仓 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $1.39万 | 0.00% | 198 | 198 | — | $1.39万 | 新建仓 |
| BCS | BARCLAYS PLC ADR | $1.39万 | 0.00% | 610 | 25 | 4.3% | $570 | 加仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $1.39万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| FMNB | FARMERS NATIONAL BANC CORP COM | $1.40万 | 0.00% | 987 | 14 | 1.4% | $198 | 加仓 |
| ESQ | ESQUIRE FINL HLDGS INC COM | $1.40万 | 0.00% | 130 | 24 | 22.6% | $2,580 | 加仓 |
| OLP | ONE LIBERTY PPTYS INC COM | $1.40万 | 0.00% | 615 | -39 | -6.0% | -$888 | 减仓 |
| VLTO | VERALTO CORP COM SHS | $1.40万 | 0.00% | 160 | 22 | 15.9% | $1,928 | 加仓 |
| KRMN | KARMAN HLDGS INC COMMON STOCK | $1.40万 | 0.00% | 223 | 64 | 40.3% | $4,025 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $1.40万 | 0.00% | 237 | 74 | 45.4% | $4,381 | 加仓 |
| KWR | QUAKER HOUGHTON COM | $1.41万 | 0.00% | 101 | -6 | -5.6% | -$836 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $1.43万 | 0.00% | 96 | -12 | -11.1% | -$1,782 | 减仓 |
| HSTM | HEALTHSTREAM INC COM | $1.43万 | 0.00% | 586 | 263 | 81.4% | $6,402 | 加仓 |
| LMND | LEMONADE INC COM | $1.43万 | 0.00% | 250 | 250 | — | $1.43万 | 新建仓 |
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $1.43万 | 0.00% | 319 | 316 | 10,533.3% | $1.42万 | 加仓 |
| WDAY | WORKDAY INC CL A | $1.43万 | 0.00% | 111 | 31 | 38.8% | $3,995 | 加仓 |
| AME | AMETEK INC COM | $1.43万 | 0.00% | 62 | 51 | 463.6% | $1.18万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC COM | $1.43万 | 0.00% | 240 | -17 | -6.6% | -$1,015 | 减仓 |
| RBA | RB GLOBAL INC COM | $1.44万 | 0.00% | 135 | 6 | 4.7% | $639 | 加仓 |
| DASH | DOORDASH INC CL A | $1.45万 | 0.00% | 87 | -4 | -4.4% | -$665 | 减仓 |
| TWLO | TWILIO INC CL A | $1.45万 | 0.00% | 74 | 31 | 72.1% | $6,063 | 加仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC CL A NEW | $1.46万 | 0.00% | 1,500 | 1,500 | — | $1.46万 | 新建仓 |
| WPC | WP CAREY INC COM | $1.46万 | 0.00% | 200 | 8 | 4.2% | $584 | 加仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $1.46万 | 0.00% | 319 | 25 | 8.5% | $1,146 | 加仓 |
| ADSK | AUTODESK INC COM | $1.47万 | 0.00% | 59 | -7 | -10.6% | -$1,746 | 减仓 |
| DOV | DOVER CORP COM | $1.48万 | 0.00% | 67 | 15 | 28.8% | $3,303 | 加仓 |
| IR | INGERSOLL RAND INC COM | $1.49万 | 0.00% | 197 | 41 | 26.3% | $3,093 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $1.49万 | 0.00% | 15 | 12 | 400.0% | $1.19万 | 加仓 |
| NRG | NRG ENERGY INC COM NEW | $1.50万 | 0.00% | 96 | 36 | 60.0% | $5,614 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $1.50万 | 0.00% | 396 | 70 | 21.5% | $2,648 | 加仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $1.50万 | 0.00% | 171 | 12 | 7.5% | $1,052 | 加仓 |
| AZZ | AZZ INC COM | $1.50万 | 0.00% | 105 | 1 | 1.0% | $143 | 加仓 |
| DOW | DOW HLDGS INC COM | $1.50万 | 0.00% | 369 | 135 | 57.7% | $5,498 | 加仓 |
| MAS | MASCO CORP COM | $1.51万 | 0.00% | 214 | 73 | 51.8% | $5,140 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $1.51万 | 0.00% | 154 | 17 | 12.4% | $1,664 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $1.51万 | 0.00% | 49 | -37 | -43.0% | -$1.14万 | 减仓 |
| FIVE | FIVE BELOW INC COM | $1.52万 | 0.00% | 67 | 3 | 4.7% | $680 | 加仓 |
| TLTE | FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUND | $1.52万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP COM | $1.53万 | 0.00% | 268 | 249 | 1,310.5% | $1.42万 | 加仓 |
| CIEN | CIENA CORP COM NEW | $1.53万 | 0.00% | 28 | 21 | 300.0% | $1.14万 | 加仓 |
| EWBC | EAST WEST BANCORP INC COM | $1.53万 | 0.00% | 124 | 27 | 27.8% | $3,328 | 加仓 |
| WAB | WABTEC COM | $1.53万 | 0.00% | 59 | 31 | 110.7% | $8,031 | 加仓 |
| CNI | CANADIAN NATL RY CO COM | $1.54万 | 0.00% | 140 | 35 | 33.3% | $3,850 | 加仓 |
| EOG | EOG RES INC COM | $1.54万 | 0.00% | 110 | 63 | 134.0% | $8,839 | 加仓 |
| TFC | TRUIST FINL CORP COM | $1.54万 | 0.00% | 309 | 100 | 47.8% | $4,995 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $1.54万 | 0.00% | 165 | 18 | 12.2% | $1,685 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $1.54万 | 0.00% | 515 | 246 | 91.4% | $7,379 | 加仓 |
| MEDP | MEDPACE HLDGS INC COM | $1.55万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $1.57万 | 0.00% | 29 | 4 | 16.0% | $2,160 | 加仓 |
| GSK | GSK PLC SPONSORED ADR | $1.57万 | 0.00% | 311 | 52 | 20.1% | $2,620 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $1.57万 | 0.00% | 88 | 19 | 27.5% | $3,385 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $1.57万 | 0.00% | 300 | 200 | 200.0% | $1.05万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $1.57万 | 0.00% | 414 | 0 | 0.0% | — | 不变 |
| LKFN | LAKELAND FINL CORP COM | $1.58万 | 0.00% | 254 | 3 | 1.2% | $186 | 加仓 |
| NNI | NELNET INC CL A | $1.58万 | 0.00% | 112 | 2 | 1.8% | $282 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $1.59万 | 0.00% | 38 | 5 | 15.2% | $2,089 | 加仓 |
| URI | UNITED RENTALS INC COM | $1.59万 | 0.00% | 18 | 7 | 63.6% | $6,184 | 加仓 |
| MSA | MSA SAFETY INC COM | $1.59万 | 0.00% | 95 | 15 | 18.8% | $2,511 | 加仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $1.60万 | 0.00% | 306 | 306 | — | $1.60万 | 新建仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $1.60万 | 0.00% | 172 | -36 | -17.3% | -$3,356 | 减仓 |
| KBR | KBR INC COM | $1.61万 | 0.00% | 439 | 62 | 16.4% | $2,268 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $1.61万 | 0.00% | 85 | 18 | 26.9% | $3,409 | 加仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $1.61万 | 0.00% | 568 | 43 | 8.2% | $1,222 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $1.61万 | 0.00% | 161 | 46 | 40.0% | $4,613 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $1.62万 | 0.00% | 83 | 47 | 130.6% | $9,155 | 加仓 |
| PRDO | PERDOCEO ED CORP COM | $1.62万 | 0.00% | 468 | 61 | 15.0% | $2,117 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $1.62万 | 0.00% | 279 | -44 | -13.6% | -$2,563 | 减仓 |
| STN | STANTEC INC COM | $1.63万 | 0.00% | 177 | -20 | -10.2% | -$1,844 | 减仓 |
| JD | JD.COM INC SPON ADS CL A | $1.63万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC CL A | $1.65万 | 0.00% | 110 | 29 | 35.8% | $4,341 | 加仓 |