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 |
|---|---|---|---|---|---|---|---|---|
| RGA | REINSURANCE GROUP AMER INC COM NEW | $2.26万 | 0.00% | 106 | 10 | 10.4% | $2,133 | 加仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $2.27万 | 0.00% | 445 | 49 | 12.4% | $2,503 | 加仓 |
| HAL | HALLIBURTON CO COM | $2.28万 | 0.00% | 546 | 211 | 63.0% | $8,798 | 加仓 |
| MSCI | MSCI INC COM | $2.28万 | 0.00% | 40 | 11 | 37.9% | $6,271 | 加仓 |
| PPL | PPL CORP COM | $2.31万 | 0.00% | 620 | 55 | 9.7% | $2,052 | 加仓 |
| MTB | M & T BK CORP COM | $2.33万 | 0.00% | 109 | 17 | 18.5% | $3,632 | 加仓 |
| MTDR | MATADOR RES CO COM | $2.34万 | 0.00% | 373 | 18 | 5.1% | $1,131 | 加仓 |
| ROL | ROLLINS INC COM | $2.34万 | 0.00% | 434 | 13 | 3.1% | $702 | 加仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $2.34万 | 0.00% | 275 | -59 | -17.7% | -$5,028 | 减仓 |
| FVAL | FIDELITY VALUE FACTOR ETF | $2.37万 | 0.00% | 310 | 310 | — | $2.37万 | 新建仓 |
| BC | BRUNSWICK CORP COM | $2.38万 | 0.00% | 304 | -38 | -11.1% | -$2,973 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $2.39万 | 0.00% | 35 | 13 | 59.1% | $8,869 | 加仓 |
| IRM | IRON MTN INC DEL COM | $2.39万 | 0.00% | 182 | 99 | 119.3% | $1.30万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $2.40万 | 0.00% | 228 | 104 | 83.9% | $1.09万 | 加仓 |
| AKRE | AKRE FOCUS ETF | $2.43万 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD COM | $2.43万 | 0.00% | 70 | 8 | 12.9% | $2,777 | 加仓 |
| POWI | POWER INTEGRATIONS INC COM | $2.44万 | 0.00% | 317 | -8 | -2.5% | -$615 | 减仓 |
| CGNX | COGNEX CORP COM | $2.45万 | 0.00% | 417 | 1 | 0.2% | $59 | 加仓 |
| WWD | WOODWARD INC COM | $2.45万 | 0.00% | 68 | 5 | 7.9% | $1,804 | 加仓 |
| AON | AON PLC SHS CL A | $2.45万 | 0.00% | 78 | 18 | 30.0% | $5,662 | 加仓 |
| ECL | ECOLAB INC COM | $2.45万 | 0.00% | 96 | 37 | 62.7% | $9,460 | 加仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $2.46万 | 0.00% | 310 | 78 | 33.6% | $6,181 | 加仓 |
| PSK | STATE STREET SPDR ICE PREFERRED SECURITIES ETF | $2.46万 | 0.00% | 785 | 14 | 1.8% | $439 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $2.46万 | 0.00% | 95 | 4 | 4.4% | $1,038 | 加仓 |
| TRNO | TERRENO RLTY CORP COM | $2.47万 | 0.00% | 380 | 4 | 1.1% | $259 | 加仓 |
| G | GENPACT LIMITED SHS | $2.49万 | 0.00% | 732 | 8 | 1.1% | $273 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $2.51万 | 0.00% | 174 | 38 | 27.9% | $5,474 | 加仓 |
| BE | BLOOM ENERGY CORP COM CL A | $2.51万 | 0.00% | 85 | 21 | 32.8% | $6,200 | 加仓 |
| VALE | VALE S A SPONSORED ADS | $2.52万 | 0.00% | 1,581 | -1,511 | -48.9% | -$2.41万 | 减仓 |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | $2.53万 | 0.00% | 739 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $2.53万 | 0.00% | 204 | 182 | 827.3% | $2.26万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $2.53万 | 0.00% | 181 | 39 | 27.5% | $5,461 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $2.54万 | 0.00% | 330 | 62 | 23.1% | $4,776 | 加仓 |
| NOK | NOKIA CORP SPONSORED ADR | $2.54万 | 0.00% | 1,897 | 1,451 | 325.3% | $1.95万 | 加仓 |
| EEMA | ISHARES MSCI EMERGING MARKETS ASIA ETF | $2.55万 | 0.00% | 227 | -465 | -67.2% | -$5.22万 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $2.55万 | 0.00% | 106 | 20 | 23.3% | $4,808 | 加仓 |
| RWK | INVESCO S&P MIDCAP 400 REVENUE ETF | $2.56万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC COM | $2.56万 | 0.00% | 14 | 5 | 55.6% | $9,146 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $2.57万 | 0.00% | 523 | 27 | 5.4% | $1,328 | 加仓 |
| CLOA | ISHARES AAA CLO ACTIVE ETF | $2.58万 | 0.00% | 497 | 497 | — | $2.58万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $2.58万 | 0.00% | 187 | 26 | 16.1% | $3,586 | 加仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $2.59万 | 0.00% | 474 | 1 | 0.2% | $55 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $2.59万 | 0.00% | 183 | -49 | -21.1% | -$6,944 | 减仓 |
| DAKT | DAKTRONICS INC COM | $2.62万 | 0.00% | 1,331 | 1,331 | — | $2.62万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $2.63万 | 0.00% | 72 | 19 | 35.8% | $6,932 | 加仓 |
| XYZ | BLOCK INC CL A | $2.64万 | 0.00% | 370 | 208 | 128.4% | $1.48万 | 加仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $2.64万 | 0.00% | 238 | -256 | -51.8% | -$2.84万 | 减仓 |
| BITQ | BITWISE CRYPTO INDUSTRY INNOVATORS ETF | $2.65万 | 0.00% | 1,009 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $2.65万 | 0.00% | 119 | 41 | 52.6% | $9,130 | 加仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $2.66万 | 0.00% | 1,869 | 260 | 16.2% | $3,705 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $2.67万 | 0.00% | 5,137 | 2,915 | 131.2% | $1.51万 | 加仓 |
| HSY | HERSHEY CO COM | $2.67万 | 0.00% | 145 | 13 | 9.8% | $2,391 | 加仓 |
| RELX | RELX PLC SPONSORED ADR | $2.67万 | 0.00% | 739 | 17 | 2.4% | $615 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $2.68万 | 0.00% | 2,845 | 80 | 2.9% | $754 | 加仓 |
| PSP | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF | $2.69万 | 0.00% | 435 | 38 | 9.6% | $2,346 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC COM | $2.69万 | 0.00% | 643 | 72 | 12.6% | $3,008 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $2.69万 | 0.00% | 107 | 27 | 33.8% | $6,788 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $2.69万 | 0.00% | 130 | -62 | -32.3% | -$1.28万 | 减仓 |
| AGM | FEDERAL AGRIC MTG CORP CL C | $2.75万 | 0.00% | 161 | 5 | 3.2% | $853 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $2.75万 | 0.00% | 89 | 27 | 43.5% | $8,353 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC CL A | $2.76万 | 0.00% | 148 | 125 | 543.5% | $2.33万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $2.76万 | 0.00% | 493 | 122 | 32.9% | $6,830 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $2.77万 | 0.00% | 431 | 299 | 226.5% | $1.92万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $2.77万 | 0.00% | 92 | 70 | 318.2% | $2.10万 | 加仓 |
| RACE | FERRARI N V COM | $2.77万 | 0.00% | 85 | -31 | -26.7% | -$1.01万 | 减仓 |
| TGT | TARGET CORP COM | $2.79万 | 0.00% | 217 | 72 | 49.7% | $9,263 | 加仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $2.79万 | 0.00% | 297 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $2.80万 | 0.00% | 264 | 59 | 28.8% | $6,267 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $2.81万 | 0.00% | 139 | 16 | 13.0% | $3,233 | 加仓 |
| — | EATON VANCE MUN INCOME TR SH BEN INT | $2.81万 | 0.00% | 2,700 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC COM | $2.82万 | 0.00% | 157 | 8 | 5.4% | $1,435 | 加仓 |
| PEN | PENUMBRA INC COM | $2.82万 | 0.00% | 87 | -28 | -24.3% | -$9,068 | 减仓 |
| PMBS | PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND | $2.82万 | 0.00% | 572 | 572 | — | $2.82万 | 新建仓 |
| NKE | NIKE INC CL B | $2.84万 | 0.00% | 661 | 21 | 3.3% | $903 | 加仓 |
| SMIZ | ZACKS SMALL/MID CAP ETF | $2.85万 | 0.00% | 671 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $2.86万 | 0.00% | 228 | 162 | 245.5% | $2.03万 | 加仓 |
| MTRN | MATERION CORP COM | $2.86万 | 0.00% | 146 | -2 | -1.4% | -$391 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $2.86万 | 0.00% | 194 | 184 | 1,840.0% | $2.71万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $2.87万 | 0.00% | 101 | -171 | -62.9% | -$4.86万 | 减仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $2.89万 | 0.00% | 344 | -433 | -55.7% | -$3.63万 | 减仓 |
| BBAG | JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | $2.90万 | 0.00% | 633 | 633 | — | $2.90万 | 新建仓 |
| DUOT | DUOS TECHNOLOGIES GROUP INC COM | $2.92万 | 0.00% | 3,259 | 3,259 | — | $2.92万 | 新建仓 |
| — | PIMCO HIGH INCOME FD COM SHS | $2.96万 | 0.00% | 6,340 | 61 | 1.0% | $285 | 加仓 |
| IQV | IQVIA HLDGS INC COM | $2.96万 | 0.00% | 168 | 33 | 24.4% | $5,822 | 加仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $2.97万 | 0.00% | 142 | 8 | 6.0% | $1,671 | 加仓 |
| MLN | VANECK LONG MUNI ETF | $2.97万 | 0.00% | 1,691 | 17 | 1.0% | $299 | 加仓 |
| CTVA | CORTEVA INC COM | $2.98万 | 0.00% | 355 | 67 | 23.3% | $5,616 | 加仓 |
| SXI | STANDEX INTL CORP COM | $2.99万 | 0.00% | 116 | 1 | 0.9% | $258 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $3.00万 | 0.00% | 179 | 90 | 101.1% | $1.51万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $3.01万 | 0.00% | 100 | 5 | 5.3% | $1,506 | 加仓 |
| IYT | ISHARES US TRANSPORTATION ETF | $3.03万 | 0.00% | 384 | 384 | — | $3.03万 | 新建仓 |
| PSMT | PRICESMART INC COM | $3.06万 | 0.00% | 196 | -2 | -1.0% | -$312 | 减仓 |
| CCI | CROWN CASTLE INC COM | $3.06万 | 0.00% | 344 | 69 | 25.1% | $6,137 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $3.06万 | 0.00% | 184 | 67 | 57.3% | $1.11万 | 加仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $3.08万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $3.08万 | 0.00% | 1,737 | 122 | 7.6% | $2,167 | 加仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $3.11万 | 0.00% | 159 | 142 | 835.3% | $2.77万 | 加仓 |
| SNPS | SYNOPSYS INC COM | $3.12万 | 0.00% | 62 | 3 | 5.1% | $1,508 | 加仓 |
| EMR | EMERSON ELEC CO COM | $3.14万 | 0.00% | 228 | 29 | 14.6% | $3,996 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $3.15万 | 0.00% | 625 | 9 | 1.5% | $453 | 加仓 |