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 |
|---|---|---|---|---|---|---|---|---|
| PCAR | PACCAR INC COM | $1.48万 | 0.00% | 113 | -2 | -1.7% | -$262 | 减仓 |
| WDAY | WORKDAY INC CL A | $1.48万 | 0.00% | 112 | 1 | 0.9% | $132 | 加仓 |
| DT | DYNATRACE INC COM NEW | $1.48万 | 0.00% | 359 | 76 | 26.9% | $3,143 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $1.49万 | 0.00% | 367 | 82 | 28.8% | $3,320 | 加仓 |
| TLTE | FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUND | $1.49万 | 0.00% | 201 | 1 | 0.5% | $74 | 加仓 |
| ETR | ENTERGY CORP NEW COM | $1.49万 | 0.00% | 130 | -27 | -17.2% | -$3,105 | 减仓 |
| FMNB | FARMERS NATIONAL BANC CORP COM | $1.50万 | 0.00% | 997 | 10 | 1.0% | $150 | 加仓 |
| KWR | QUAKER HOUGHTON COM | $1.50万 | 0.00% | 98 | -3 | -3.0% | -$459 | 减仓 |
| WSC | WILLSCOT HLDGS CORP COM CL A | $1.51万 | 0.00% | 572 | 1 | 0.2% | $26 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $1.51万 | 0.00% | 78 | -10 | -11.4% | -$1,938 | 减仓 |
| PKG | PACKAGING CORP AMER COM | $1.52万 | 0.00% | 66 | -19 | -22.4% | -$4,368 | 减仓 |
| WPC | WP CAREY INC COM | $1.52万 | 0.00% | 201 | 1 | 0.5% | $76 | 加仓 |
| TFC | TRUIST FINL CORP COM | $1.52万 | 0.00% | 294 | -15 | -4.9% | -$776 | 减仓 |
| VST | VISTRA CORP COM | $1.54万 | 0.00% | 92 | 5 | 5.7% | $834 | 加仓 |
| RBA | RB GLOBAL INC COM | $1.54万 | 0.00% | 139 | 4 | 3.0% | $442 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $1.54万 | 0.00% | 378 | -36 | -8.7% | -$1,467 | 减仓 |
| SAP | SAP SE SPON ADR | $1.55万 | 0.00% | 104 | -147 | -58.6% | -$2.19万 | 减仓 |
| KBR | KBR INC COM | $1.55万 | 0.00% | 435 | -4 | -0.9% | -$142 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $1.55万 | 0.00% | 125 | -27 | -17.8% | -$3,356 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $1.55万 | 0.00% | 107 | -13 | -10.8% | -$1,888 | 减仓 |
| OLP | ONE LIBERTY PPTYS INC COM | $1.56万 | 0.00% | 615 | 0 | 0.0% | — | 不变 |
| KRMN | KARMAN HLDGS INC COMMON STOCK | $1.56万 | 0.00% | 328 | 105 | 47.1% | $4,997 | 加仓 |
| ESQ | ESQUIRE FINL HLDGS INC COM | $1.56万 | 0.00% | 129 | -1 | -0.8% | -$121 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $1.57万 | 0.00% | 859 | -516 | -37.5% | -$9,432 | 减仓 |
| J | JACOBS SOLUTIONS INC COM | $1.57万 | 0.00% | 120 | -17 | -12.4% | -$2,225 | 减仓 |
| AZZ | AZZ INC COM | $1.57万 | 0.00% | 104 | -1 | -1.0% | -$151 | 减仓 |
| TILE | INTERFACE INC COM | $1.57万 | 0.00% | 480 | 50 | 11.6% | $1,638 | 加仓 |
| SU | SUNCOR ENERGY INC NEW COM | $1.57万 | 0.00% | 243 | -50 | -17.1% | -$3,236 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $1.58万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| HSTM | HEALTHSTREAM INC COM | $1.58万 | 0.00% | 586 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP COM CL A | $1.58万 | 0.00% | 2,691 | 341 | 14.5% | $2,002 | 加仓 |
| LMND | LEMONADE INC COM | $1.59万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $1.60万 | 0.00% | 55 | -4 | -6.8% | -$1,161 | 减仓 |
| NWG | NATWEST GROUP PLC SPONS ADR | $1.60万 | 0.00% | 876 | 49 | 5.9% | $896 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $1.61万 | 0.00% | 77 | 76 | 7,600.0% | $1.59万 | 加仓 |
| BCS | BARCLAYS PLC ADR | $1.61万 | 0.00% | 572 | -38 | -6.2% | -$1,069 | 减仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $1.62万 | 0.00% | 286 | 236 | 472.0% | $1.34万 | 加仓 |
| MSA | MSA SAFETY INC COM | $1.62万 | 0.00% | 94 | -1 | -1.1% | -$173 | 减仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $1.63万 | 0.00% | 281 | 2 | 0.7% | $116 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $1.64万 | 0.00% | 193 | 28 | 17.0% | $2,378 | 加仓 |
| BALL | BALL CORP COM | $1.64万 | 0.00% | 264 | -4 | -1.5% | -$249 | 减仓 |
| GEN | GEN DIGITAL INC COM | $1.65万 | 0.00% | 644 | -6 | -0.9% | -$154 | 减仓 |
| FMHI | FIRST TRUST MUNICIPAL HIGH INCOME ETF | $1.65万 | 0.00% | 346 | 2 | 0.6% | $96 | 加仓 |
| HAL | HALLIBURTON CO COM | $1.67万 | 0.00% | 506 | -40 | -7.3% | -$1,321 | 减仓 |
| ICLR | ICON PUB LTD CO SHS | $1.67万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $1.68万 | 0.00% | 735 | 475 | 182.7% | $1.08万 | 加仓 |
| HLN | HALEON PLC SPON ADS | $1.68万 | 0.00% | 1,704 | 251 | 17.3% | $2,473 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $1.68万 | 0.00% | 180 | 18 | 11.1% | $1,683 | 加仓 |
| ZTS | ZOETIS INC CL A | $1.71万 | 0.00% | 230 | 55 | 31.4% | $4,081 | 加仓 |
| ALL | ALLSTATE CORP COM | $1.72万 | 0.00% | 68 | 4 | 6.2% | $1,009 | 加仓 |
| TPB | TURNING PT BRANDS INC COM | $1.72万 | 0.00% | 219 | 122 | 125.8% | $9,572 | 加仓 |
| HON | HONEYWELL INTL INC COM | $1.72万 | 0.00% | 74 | -182 | -71.1% | -$4.24万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $1.73万 | 0.00% | 160 | -1 | -0.6% | -$108 | 减仓 |
| CPRT | COPART INC COM | $1.74万 | 0.00% | 641 | -363 | -36.2% | -$9,863 | 减仓 |
| NUE | NUCOR CORP COM | $1.75万 | 0.00% | 74 | 15 | 25.4% | $3,540 | 加仓 |
| FLS | FLOWSERVE CORP COM | $1.76万 | 0.00% | 257 | -12 | -4.5% | -$822 | 减仓 |
| ROL | ROLLINS INC COM | $1.76万 | 0.00% | 405 | -29 | -6.7% | -$1,261 | 减仓 |
| URI | UNITED RENTALS INC COM | $1.76万 | 0.00% | 17 | -1 | -5.6% | -$1,037 | 减仓 |
| EOG | EOG RES INC COM | $1.77万 | 0.00% | 123 | 13 | 11.8% | $1,866 | 加仓 |
| NDAQ | NASDAQ INC COM | $1.77万 | 0.00% | 195 | -1 | -0.5% | -$91 | 减仓 |
| O | REALTY INCOME CORP COM | $1.78万 | 0.00% | 273 | -4 | -1.4% | -$260 | 减仓 |
| HLNE | HAMILTON LANE INC CL A | $1.78万 | 0.00% | 219 | 20 | 10.1% | $1,624 | 加仓 |
| PATK | PATRICK INDS INC COM | $1.78万 | 0.00% | 206 | 17 | 9.0% | $1,470 | 加仓 |
| AKRE | AKRE FOCUS ETF | $1.78万 | 0.00% | 332 | -116 | -25.9% | -$6,230 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $1.79万 | 0.00% | 54 | 5 | 10.2% | $1,660 | 加仓 |
| TM | TOYOTA MOTOR CORP ADS | $1.80万 | 0.00% | 100 | -86 | -46.2% | -$1.55万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $1.81万 | 0.00% | 61 | -40 | -39.6% | -$1.18万 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $1.81万 | 0.00% | 82 | -1 | -1.2% | -$221 | 减仓 |
| GMED | GLOBUS MED INC CL A | $1.82万 | 0.00% | 241 | 3 | 1.3% | $227 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $1.82万 | 0.00% | 400 | 4 | 1.0% | $182 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $1.83万 | 0.00% | 130 | -17 | -11.6% | -$2,391 | 减仓 |
| BIIB | BIOGEN INC COM | $1.84万 | 0.00% | 93 | -2 | -2.1% | -$395 | 减仓 |
| FSV | FIRSTSERVICE CORP NEW COM | $1.84万 | 0.00% | 130 | 25 | 23.8% | $3,541 | 加仓 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $1.87万 | 0.00% | 754 | 7 | 0.9% | $173 | 加仓 |
| FLDB | FIDELITY LOW DURATION BOND ETF | $1.88万 | 0.00% | 373 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC SPON ADS CL A | $1.88万 | 0.00% | 623 | 73 | 13.3% | $2,201 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $1.88万 | 0.00% | 90 | 5 | 5.9% | $1,044 | 加仓 |
| CVNA | CARVANA CO CL A | $1.89万 | 0.00% | 301 | 46 | 18.0% | $2,887 | 加仓 |
| KNSL | KINSALE CAP GROUP INC COM | $1.89万 | 0.00% | 58 | 1 | 1.8% | $326 | 加仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $1.89万 | 0.00% | 568 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION COM | $1.89万 | 0.00% | 251 | -62 | -19.8% | -$4,679 | 减仓 |
| CG | CARLYLE GROUP INC COM | $1.89万 | 0.00% | 430 | -250 | -36.8% | -$1.10万 | 减仓 |
| MEDP | MEDPACE HLDGS INC COM | $1.90万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $1.91万 | 0.00% | 339 | 19 | 5.9% | $1,069 | 加仓 |
| FLEX | FLEX LTD ORD | $1.92万 | 0.00% | 151 | -53 | -26.0% | -$6,731 | 减仓 |
| USPH | U S PHYSICAL THERAPY COM | $1.92万 | 0.00% | 258 | 1 | 0.4% | $74 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $1.93万 | 0.00% | 68 | 12 | 21.4% | $3,412 | 加仓 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $1.93万 | 0.00% | 179 | 114 | 175.4% | $1.23万 | 加仓 |
| WWD | WOODWARD INC COM | $1.95万 | 0.00% | 48 | -20 | -29.4% | -$8,114 | 减仓 |
| NOK | NOKIA CORP SPONSORED ADR | $1.95万 | 0.00% | 1,896 | -1 | -0.1% | -$10 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $1.95万 | 0.00% | 166 | 15 | 9.9% | $1,766 | 加仓 |
| CVIE | CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF | $1.96万 | 0.00% | 236 | 236 | — | $1.96万 | 新建仓 |
| KXI | ISHARES GLOBAL CONSUMER STAPLES ETF | $1.96万 | 0.00% | 287 | 3 | 1.1% | $205 | 加仓 |
| JBL | JABIL INC COM | $1.97万 | 0.00% | 62 | -1 | -1.6% | -$318 | 减仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $1.98万 | 0.00% | 759 | 759 | — | $1.98万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $2.00万 | 0.00% | 100 | -30 | -23.1% | -$6,008 | 减仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $2.01万 | 0.00% | 400 | -45 | -10.1% | -$2,259 | 减仓 |
| G | GENPACT LIMITED SHS | $2.05万 | 0.00% | 683 | -49 | -6.7% | -$1,471 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $2.05万 | 0.00% | 87 | -19 | -17.9% | -$4,480 | 减仓 |
| STE | STERIS PLC SHS USD | $2.06万 | 0.00% | 98 | 1 | 1.0% | $211 | 加仓 |