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 |
|---|---|---|---|---|---|---|---|---|
| FMHI | FIRST TRUST MUNICIPAL HIGH INCOME ETF | $1.65万 | 0.00% | 344 | 6 | 1.8% | $287 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $1.65万 | 0.00% | 200 | -1,354 | -87.1% | -$11.17万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP COM | $1.65万 | 0.00% | 168 | 48 | 40.0% | $4,724 | 加仓 |
| WTFC | WINTRUST FINL CORP COM | $1.66万 | 0.00% | 111 | 6 | 5.7% | $897 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $1.66万 | 0.00% | 110 | 39 | 54.9% | $5,893 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $1.66万 | 0.00% | 151 | 21 | 16.2% | $2,312 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $1.68万 | 0.00% | 120 | 36 | 42.9% | $5,029 | 加仓 |
| PEGA | PEGASYSTEMS INC COM | $1.68万 | 0.00% | 455 | 455 | — | $1.68万 | 新建仓 |
| PATK | PATRICK INDS INC COM | $1.69万 | 0.00% | 189 | 12 | 6.8% | $1,076 | 加仓 |
| QS | QUANTUMSCAPE CORP COM CL A | $1.71万 | 0.00% | 2,350 | 1,750 | 291.7% | $1.27万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC COM | $1.71万 | 0.00% | 57 | 7 | 14.0% | $2,098 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $1.71万 | 0.00% | 88 | 14 | 18.9% | $2,721 | 加仓 |
| NICE | NICE LTD SPONSORED ADR | $1.73万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C COM | $1.73万 | 0.00% | 226 | 31 | 15.9% | $2,377 | 加仓 |
| NDAQ | NASDAQ INC COM | $1.74万 | 0.00% | 196 | 63 | 47.4% | $5,580 | 加仓 |
| GRMN | GARMIN LTD SHS | $1.74万 | 0.00% | 75 | 37 | 97.4% | $8,570 | 加仓 |
| STT | STATE STR CORP COM | $1.74万 | 0.00% | 118 | 43 | 57.3% | $6,353 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $1.75万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP COM | $1.75万 | 0.00% | 277 | 70 | 33.8% | $4,435 | 加仓 |
| ENB | ENBRIDGE INC COM | $1.76万 | 0.00% | 320 | 68 | 27.0% | $3,734 | 加仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $1.78万 | 0.00% | 70 | 10 | 16.7% | $2,543 | 加仓 |
| CNC | CENTENE CORP DEL COM | $1.79万 | 0.00% | 337 | 57 | 20.4% | $3,020 | 加仓 |
| MDB | MONGODB INC CL A | $1.79万 | 0.00% | 67 | 1 | 1.5% | $267 | 加仓 |
| CNS | COHEN & STEERS INC COM | $1.79万 | 0.00% | 258 | -33 | -11.3% | -$2,292 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $1.79万 | 0.00% | 152 | 39 | 34.5% | $4,600 | 加仓 |
| BIIB | BIOGEN INC COM | $1.80万 | 0.00% | 95 | 54 | 131.7% | $1.02万 | 加仓 |
| QLTA | ISHARES AAA-A RATED CORPORATE BOND ETF | $1.81万 | 0.00% | 381 | 381 | — | $1.81万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $1.81万 | 0.00% | 84 | 38 | 82.6% | $8,172 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $1.82万 | 0.00% | 116 | 32 | 38.1% | $5,033 | 加仓 |
| ETR | ENTERGY CORP NEW COM | $1.83万 | 0.00% | 157 | 36 | 29.8% | $4,199 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $1.84万 | 0.00% | 56 | -24 | -30.0% | -$7,868 | 减仓 |
| HLNE | HAMILTON LANE INC CL A | $1.84万 | 0.00% | 199 | 1 | 0.5% | $92 | 加仓 |
| USPH | U S PHYSICAL THERAPY COM | $1.84万 | 0.00% | 257 | 6 | 2.4% | $430 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $1.84万 | 0.00% | 2,162 | 215 | 11.0% | $1,834 | 加仓 |
| FN | FABRINET SHS | $1.85万 | 0.00% | 28 | 3 | 12.0% | $1,981 | 加仓 |
| J | JACOBS SOLUTIONS INC COM | $1.86万 | 0.00% | 137 | 8 | 6.2% | $1,085 | 加仓 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $1.86万 | 0.00% | 747 | 8 | 1.1% | $199 | 加仓 |
| FLDB | FIDELITY LOW DURATION BOND ETF | $1.87万 | 0.00% | 373 | 1 | 0.3% | $50 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $1.88万 | 0.00% | 85 | 22 | 34.9% | $4,860 | 加仓 |
| CPAY | CORPAY INC COM SHS | $1.88万 | 0.00% | 62 | 12 | 24.0% | $3,644 | 加仓 |
| DOX | AMDOCS LTD SHS | $1.88万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP COM | $1.89万 | 0.00% | 269 | 264 | 5,280.0% | $1.85万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC COM | $1.89万 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| SFBS | SERVISFIRST BANCSHARES INC COM | $1.89万 | 0.00% | 238 | 182 | 325.0% | $1.45万 | 加仓 |
| BKR | BAKER HUGHES COMPANY CL A | $1.89万 | 0.00% | 280 | 103 | 58.2% | $6,959 | 加仓 |
| LULU | LULULEMON ATHLETICA INC COM | $1.90万 | 0.00% | 146 | 15 | 11.5% | $1,953 | 加仓 |
| BALI | ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF | $1.91万 | 0.00% | 579 | 579 | — | $1.91万 | 新建仓 |
| RSG | REPUBLIC SVCS INC COM | $1.92万 | 0.00% | 95 | -12 | -11.2% | -$2,423 | 减仓 |
| CHE | CHEMED CORP NEW COM | $1.93万 | 0.00% | 46 | -1 | -2.1% | -$418 | 减仓 |
| CVNA | CARVANA CO CL A | $1.93万 | 0.00% | 51 | 6 | 13.3% | $2,275 | 加仓 |
| KXI | ISHARES GLOBAL CONSUMER STAPLES ETF | $1.94万 | 0.00% | 284 | 1 | 0.4% | $68 | 加仓 |
| WCN | WASTE CONNECTIONS INC COM | $1.96万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC COM | $1.96万 | 0.00% | 160 | 22 | 15.9% | $2,691 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP COM | $1.96万 | 0.00% | 156 | 6 | 4.0% | $754 | 加仓 |
| CTAS | CINTAS CORP COM | $1.96万 | 0.00% | 117 | -9 | -7.1% | -$1,510 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO COM | $1.96万 | 0.00% | 312 | -6 | -1.9% | -$378 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $1.97万 | 0.00% | 147 | 29 | 24.6% | $3,877 | 加仓 |
| FESM | FIDELITY ENHANCED SMALL CAP ETF | $1.97万 | 0.00% | 442 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $1.97万 | 0.00% | 175 | 46 | 35.7% | $5,167 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD ORD | $1.97万 | 0.00% | 204 | -37 | -15.4% | -$3,569 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $1.97万 | 0.00% | 254 | 1 | 0.4% | $78 | 加仓 |
| CSRE | COHEN & STEERS REAL ESTATE ACTIVE ETF | $1.98万 | 0.00% | 695 | 3 | 0.4% | $86 | 加仓 |
| LSTR | LANDSTAR SYS INC COM | $1.98万 | 0.00% | 111 | 12 | 12.1% | $2,145 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $2.00万 | 0.00% | 207 | -2 | -1.0% | -$194 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $2.01万 | 0.00% | 80 | 26 | 48.1% | $6,545 | 加仓 |
| KFRC | KFORCE INC COM | $2.02万 | 0.00% | 460 | 255 | 124.4% | $1.12万 | 加仓 |
| GM | GENERAL MTRS CO COM | $2.02万 | 0.00% | 266 | 69 | 35.0% | $5,236 | 加仓 |
| BMO | BANK MONTREAL MEDIUM COM | $2.02万 | 0.00% | 134 | 25 | 22.9% | $3,776 | 加仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $2.02万 | 0.00% | 402 | 106 | 35.8% | $5,336 | 加仓 |
| F | FORD MTR CO COM | $2.02万 | 0.00% | 1,732 | 843 | 94.8% | $9,852 | 加仓 |
| EE | EXCELERATE ENERGY INC CL A COM | $2.03万 | 0.00% | 571 | 109 | 23.6% | $3,869 | 加仓 |
| SU | SUNCOR ENERGY INC NEW COM | $2.04万 | 0.00% | 293 | 22 | 8.1% | $1,532 | 加仓 |
| STE | STERIS PLC SHS USD | $2.07万 | 0.00% | 97 | -18 | -15.7% | -$3,834 | 减仓 |
| HOMB | HOME BANCSHARES INC COM | $2.07万 | 0.00% | 775 | 1 | 0.1% | $27 | 加仓 |
| JBL | JABIL INC COM | $2.09万 | 0.00% | 63 | 4 | 6.8% | $1,328 | 加仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $2.09万 | 0.00% | 692 | 23 | 3.4% | $696 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $2.10万 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC COM CL A | $2.10万 | 0.00% | 329 | 327 | 16,350.0% | $2.09万 | 加仓 |
| MPC | MARATHON PETE CORP COM | $2.11万 | 0.00% | 82 | 29 | 54.7% | $7,467 | 加仓 |
| FTNT | FORTINET INC COM | $2.11万 | 0.00% | 235 | 53 | 29.1% | $4,766 | 加仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $2.12万 | 0.00% | 83 | 83 | — | $2.12万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $2.12万 | 0.00% | 109 | 46 | 73.0% | $8,938 | 加仓 |
| CTRE | CARETRUST REIT INC COM | $2.12万 | 0.00% | 539 | 3 | 0.6% | $118 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $2.12万 | 0.00% | 95 | 5 | 5.6% | $1,116 | 加仓 |
| VEEV | VEEVA SYS INC CL A COM | $2.12万 | 0.00% | 124 | -42 | -25.3% | -$7,190 | 减仓 |
| TRU | TRANSUNION COM | $2.13万 | 0.00% | 313 | -76 | -19.5% | -$5,170 | 减仓 |
| JGLO | JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF | $2.13万 | 0.00% | 305 | 305 | — | $2.13万 | 新建仓 |
| MFC | MANULIFE FINL CORP COM | $2.14万 | 0.00% | 543 | 81 | 17.5% | $3,185 | 加仓 |
| GMED | GLOBUS MED INC CL A | $2.14万 | 0.00% | 238 | 235 | 7,833.3% | $2.12万 | 加仓 |
| AAON | AAON INC COM PAR $0.004 | $2.15万 | 0.00% | 230 | 1 | 0.4% | $93 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $2.15万 | 0.00% | 558 | 558 | — | $2.15万 | 新建仓 |
| KVUE | KENVUE INC COM | $2.15万 | 0.00% | 1,238 | -198 | -13.8% | -$3,439 | 减仓 |
| RPV | INVESCO S&P 500 PURE VALUE ETF | $2.17万 | 0.00% | 196 | 1 | 0.5% | $111 | 加仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $2.18万 | 0.00% | 846 | 163 | 23.9% | $4,199 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $2.18万 | 0.00% | 340 | 94 | 38.2% | $6,034 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $2.20万 | 0.00% | 77 | 1 | 1.3% | $286 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS COM | $2.23万 | 0.00% | 273 | 18 | 7.1% | $1,472 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $2.23万 | 0.00% | 34 | 1 | 3.0% | $657 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $2.25万 | 0.00% | 242 | 146 | 152.1% | $1.36万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $2.26万 | 0.00% | 1,375 | 352 | 34.4% | $5,776 | 加仓 |