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 |
|---|---|---|---|---|---|---|---|---|
| SFBS | SERVISFIRST BANCSHARES INC COM | $2.07万 | 0.00% | 239 | 1 | 0.4% | $86 | 加仓 |
| FESM | FIDELITY ENHANCED SMALL CAP CORE ETF | $2.08万 | 0.00% | 442 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC COM | $2.08万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| CNS | COHEN & STEERS INC COM | $2.09万 | 0.00% | 260 | 2 | 0.8% | $161 | 加仓 |
| LSTR | LANDSTAR SYS INC COM | $2.11万 | 0.00% | 100 | -11 | -9.9% | -$2,316 | 减仓 |
| AME | AMETEK INC COM | $2.11万 | 0.00% | 89 | 27 | 43.5% | $6,403 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP COM | $2.12万 | 0.00% | 157 | 1 | 0.6% | $135 | 加仓 |
| HSY | HERSHEY CO COM | $2.12万 | 0.00% | 123 | -22 | -15.2% | -$3,792 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $2.13万 | 0.00% | 345 | 162 | 88.5% | $1.00万 | 加仓 |
| POWI | POWER INTEGRATIONS INC COM | $2.15万 | 0.00% | 296 | -21 | -6.6% | -$1,523 | 减仓 |
| TMUS | T-MOBILE US INC COM | $2.15万 | 0.00% | 113 | -61 | -35.1% | -$1.16万 | 减仓 |
| FIX | COMFORT SYS USA INC COM | $2.15万 | 0.00% | 12 | -2 | -14.3% | -$3,588 | 减仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $2.16万 | 0.00% | 182 | -144 | -44.2% | -$1.71万 | 减仓 |
| IRM | IRON MTN INC DEL COM | $2.16万 | 0.00% | 174 | -8 | -4.4% | -$994 | 减仓 |
| CNI | CANADIAN NATL RY CO COM | $2.19万 | 0.00% | 171 | 31 | 22.1% | $3,965 | 加仓 |
| BNS | BANK NOVA SCOTIA B C COM | $2.19万 | 0.00% | 250 | 24 | 10.6% | $2,102 | 加仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $2.19万 | 0.00% | 373 | -29 | -7.2% | -$1,705 | 减仓 |
| UTZ | UTZ BRANDS INC COM CL A | $2.19万 | 0.00% | 1,561 | 13 | 0.8% | $183 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $2.20万 | 0.00% | 566 | 8 | 1.4% | $311 | 加仓 |
| NTAP | NETAPP INC COM | $2.20万 | 0.00% | 132 | 11 | 9.1% | $1,836 | 加仓 |
| DASH | DOORDASH INC CL A | $2.20万 | 0.00% | 124 | 37 | 42.5% | $6,576 | 加仓 |
| SXI | STANDEX INTL CORP COM | $2.21万 | 0.00% | 71 | -45 | -38.8% | -$1.40万 | 减仓 |
| CNC | CENTENE CORP DEL COM | $2.21万 | 0.00% | 335 | -2 | -0.6% | -$132 | 减仓 |
| STT | STATE STR CORP COM | $2.21万 | 0.00% | 119 | 1 | 0.8% | $186 | 加仓 |
| VEEV | VEEVA SYS INC CL A COM | $2.21万 | 0.00% | 120 | -4 | -3.2% | -$738 | 减仓 |
| MTDR | MATADOR RES CO COM | $2.22万 | 0.00% | 403 | 30 | 8.0% | $1,649 | 加仓 |
| CTAS | CINTAS CORP COM | $2.22万 | 0.00% | 110 | -7 | -6.0% | -$1,410 | 减仓 |
| CCI | CROWN CASTLE INC COM | $2.22万 | 0.00% | 286 | -58 | -16.9% | -$4,497 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $2.23万 | 0.00% | 518 | 25 | 5.1% | $1,074 | 加仓 |
| KFRC | KFORCE INC COM | $2.24万 | 0.00% | 387 | -73 | -15.9% | -$4,220 | 减仓 |
| MSCI | MSCI INC COM | $2.25万 | 0.00% | 39 | -1 | -2.5% | -$576 | 减仓 |
| EE | EXCELERATE ENERGY INC CL A COM | $2.26万 | 0.00% | 571 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC COM SHS | $2.26万 | 0.00% | 63 | 1 | 1.6% | $359 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $2.26万 | 0.00% | 109 | 109 | — | $2.26万 | 新建仓 |
| MLN | VANECK LONG MUNI ETF | $2.27万 | 0.00% | 1,299 | -392 | -23.2% | -$6,844 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $2.28万 | 0.00% | 235 | -7 | -2.9% | -$680 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $2.29万 | 0.00% | 77 | -15 | -16.3% | -$4,456 | 减仓 |
| CTRE | CARETRUST REIT INC COM | $2.30万 | 0.00% | 544 | 5 | 0.9% | $212 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $2.30万 | 0.00% | 33 | -1 | -2.9% | -$698 | 减仓 |
| PPL | PPL CORP COM | $2.31万 | 0.00% | 639 | 19 | 3.1% | $686 | 加仓 |
| JGLO | JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF | $2.31万 | 0.00% | 322 | 17 | 5.6% | $1,218 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $2.31万 | 0.00% | 130 | 14 | 12.1% | $2,491 | 加仓 |
| RPV | INVESCO S&P 500 PURE VALUE ETF | $2.32万 | 0.00% | 195 | -1 | -0.5% | -$119 | 减仓 |
| BDX | BECTON DICKINSON & CO COM | $2.32万 | 0.00% | 152 | -22 | -12.6% | -$3,360 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $2.33万 | 0.00% | 287 | 33 | 13.0% | $2,678 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $2.33万 | 0.00% | 187 | -17 | -8.3% | -$2,118 | 减仓 |
| MFC | MANULIFE FINL CORP COM | $2.34万 | 0.00% | 543 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $2.34万 | 0.00% | 2,232 | 70 | 3.2% | $735 | 加仓 |
| PSP | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF | $2.35万 | 0.00% | 406 | -29 | -6.7% | -$1,677 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $2.35万 | 0.00% | 211 | -17 | -7.5% | -$1,893 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $2.36万 | 0.00% | 101 | 6 | 6.3% | $1,402 | 加仓 |
| F | FORD MTR CO COM | $2.36万 | 0.00% | 1,639 | -93 | -5.4% | -$1,341 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO COM | $2.37万 | 0.00% | 313 | 1 | 0.3% | $76 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC COM | $2.37万 | 0.00% | 666 | 23 | 3.6% | $818 | 加仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $2.37万 | 0.00% | 1,633 | -236 | -12.6% | -$3,424 | 减仓 |
| CHE | CHEMED CORP NEW COM | $2.37万 | 0.00% | 47 | 1 | 2.2% | $504 | 加仓 |
| TGT | TARGET CORP COM | $2.38万 | 0.00% | 172 | -45 | -20.7% | -$6,218 | 减仓 |
| SNPS | SYNOPSYS INC COM | $2.38万 | 0.00% | 63 | 1 | 1.6% | $378 | 加仓 |
| HOMB | HOME BANCSHARES INC COM | $2.39万 | 0.00% | 787 | 12 | 1.5% | $365 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | $2.40万 | 0.00% | 739 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM COM | $2.40万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $2.41万 | 0.00% | 90 | -6 | -6.2% | -$1,608 | 减仓 |
| PSK | STATE STREET SPDR ICE PREFERRED SECURITIES ETF | $2.42万 | 0.00% | 798 | 13 | 1.7% | $395 | 加仓 |
| AAON | AAON INC COM PAR $0.004 | $2.43万 | 0.00% | 226 | -4 | -1.7% | -$430 | 减仓 |
| CFG | CITIZENS FINL GROUP INC COM | $2.43万 | 0.00% | 335 | -5 | -1.5% | -$362 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $2.43万 | 0.00% | 44 | -19 | -30.2% | -$1.05万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $2.44万 | 0.00% | 85 | -10 | -10.5% | -$2,865 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $2.44万 | 0.00% | 105 | -4 | -3.7% | -$931 | 减仓 |
| BC | BRUNSWICK CORP COM | $2.45万 | 0.00% | 299 | -5 | -1.6% | -$410 | 减仓 |
| — | AMPLITECH GROUP INC COM NEW | $2.46万 | 0.00% | 3,800 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $2.46万 | 0.00% | 63 | -9 | -12.5% | -$3,514 | 减仓 |
| GM | GENERAL MTRS CO COM | $2.47万 | 0.00% | 300 | 34 | 12.8% | $2,794 | 加仓 |
| FVAL | FIDELITY VALUE FACTOR ETF | $2.48万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC ORD | $2.48万 | 0.00% | 248 | -36 | -12.7% | -$3,602 | 减仓 |
| BITQ | BITWISE CRYPTO INDUSTRY INNOVATORS ETF | $2.49万 | 0.00% | 1,009 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $2.50万 | 0.00% | 261 | -94 | -26.5% | -$9,013 | 减仓 |
| WGS | GENEDX HOLDINGS CORP COM CL A | $2.50万 | 0.00% | 400 | 100 | 33.3% | $6,260 | 加仓 |
| ADBE | ADOBE INC COM | $2.53万 | 0.00% | 116 | -36 | -23.7% | -$7,861 | 减仓 |
| BX | BLACKSTONE INC COM | $2.54万 | 0.00% | 207 | 47 | 29.4% | $5,764 | 加仓 |
| VMI | VALMONT INDS INC COM | $2.55万 | 0.00% | 52 | -12 | -18.8% | -$5,875 | 减仓 |
| DAKT | DAKTRONICS INC COM | $2.57万 | 0.00% | 1,331 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $2.59万 | 0.00% | 358 | -3,151 | -89.8% | -$22.79万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $2.59万 | 0.00% | 97 | -3 | -3.0% | -$801 | 减仓 |
| CGNX | COGNEX CORP COM | $2.61万 | 0.00% | 417 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $2.61万 | 0.00% | 183 | -88 | -32.5% | -$1.26万 | 减仓 |
| YUM | YUM BRANDS INC COM | $2.64万 | 0.00% | 179 | -76 | -29.8% | -$1.12万 | 减仓 |
| EG | EVEREST GROUP LTD COM | $2.64万 | 0.00% | 71 | 1 | 1.4% | $372 | 加仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $2.66万 | 0.00% | 692 | 0 | 0.0% | — | 不变 |
| DUOT | DUOS TECHNOLOGIES GROUP INC COM | $2.67万 | 0.00% | 3,259 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC CL A | $2.69万 | 0.00% | 196 | -44 | -18.3% | -$6,032 | 减仓 |
| MPC | MARATHON PETE CORP COM | $2.69万 | 0.00% | 85 | 3 | 3.7% | $948 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC CL A | $2.69万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $2.69万 | 0.00% | 893 | 0 | 0.0% | — | 不变 |
| RWK | INVESCO S&P MIDCAP 400 REVENUE ETF | $2.72万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC COM CL A | $2.75万 | 0.00% | 192 | 185 | 2,642.9% | $2.65万 | 加仓 |
| IQV | IQVIA HLDGS INC COM | $2.76万 | 0.00% | 139 | -29 | -17.3% | -$5,757 | 减仓 |
| — | FIDELITY INTERNATIONAL MULTIFACTOR ETF | $2.78万 | 0.00% | 760 | -1,039 | -57.8% | -$3.80万 | 减仓 |
| PMBS | PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND | $2.78万 | 0.00% | 572 | 0 | 0.0% | — | 不变 |
| WYFI | WHITEFIBER INC SHS | $2.79万 | 0.00% | 1,000 | 1,000 | — | $2.79万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $2.79万 | 0.00% | 2,883 | 38 | 1.3% | $367 | 加仓 |