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 |
|---|---|---|---|---|---|---|---|---|
| TRNO | TERRENO RLTY CORP COM | $2.79万 | 0.00% | 382 | 2 | 0.5% | $146 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $2.81万 | 0.00% | 562 | 39 | 7.5% | $1,947 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $2.84万 | 0.00% | 91 | -16 | -15.0% | -$4,987 | 减仓 |
| MTB | M & T BK CORP COM | $2.85万 | 0.00% | 114 | 5 | 4.6% | $1,249 | 加仓 |
| KVUE | KENVUE INC COM | $2.85万 | 0.00% | 1,489 | 251 | 20.3% | $4,802 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $2.85万 | 0.00% | 88 | -1 | -1.1% | -$324 | 减仓 |
| SMIZ | ZACKS SMALL/MID CAP ETF | $2.87万 | 0.00% | 671 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW COM | $2.88万 | 0.00% | 127 | -12 | -8.6% | -$2,717 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $2.88万 | 0.00% | 599 | 84 | 16.3% | $4,046 | 加仓 |
| — | EATON VANCE MUN INCOME TR SH BEN INT | $2.92万 | 0.00% | 2,700 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $2.92万 | 0.00% | 297 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC SPONSORED ADR | $2.92万 | 0.00% | 893 | 154 | 20.8% | $5,042 | 加仓 |
| MDB | MONGODB INC CL A | $2.93万 | 0.00% | 96 | 29 | 43.3% | $8,844 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $2.93万 | 0.00% | 141 | -43 | -23.4% | -$8,935 | 减仓 |
| APG | API GROUP CORP COM STK | $2.94万 | 0.00% | 755 | -45 | -5.6% | -$1,753 | 减仓 |
| AEIS | ADVANCED ENERGY INDS COM | $2.95万 | 0.00% | 93 | -40 | -30.1% | -$1.27万 | 减仓 |
| AON | AON PLC SHS CL A | $2.96万 | 0.00% | 84 | 6 | 7.7% | $2,114 | 加仓 |
| BFLX | ISHARES FLEXIBLE EQUITY ACTIVE ETF | $2.97万 | 0.00% | 1,161 | 1,161 | — | $2.97万 | 新建仓 |
| TWLO | TWILIO INC CL A | $2.97万 | 0.00% | 162 | 88 | 118.9% | $1.61万 | 加仓 |
| CAVA | CAVA GROUP INC COM | $2.97万 | 0.00% | 477 | -73 | -13.3% | -$4,552 | 减仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $2.98万 | 0.00% | 188 | 1 | 0.5% | $159 | 加仓 |
| — | PIMCO HIGH INCOME FD COM SHS | $2.98万 | 0.00% | 6,404 | 64 | 1.0% | $298 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $2.99万 | 0.00% | 324 | 7 | 2.2% | $646 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $3.01万 | 0.00% | 442 | 11 | 2.6% | $749 | 加仓 |
| CRWV | COREWEAVE INC COM CL A | $3.02万 | 0.00% | 366 | 21 | 6.1% | $1,735 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $3.03万 | 0.00% | 128 | 9 | 7.6% | $2,128 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC COM | $3.03万 | 0.00% | 389 | 102 | 35.5% | $7,938 | 加仓 |
| XYZ | BLOCK INC CL A | $3.03万 | 0.00% | 391 | 21 | 5.7% | $1,627 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $3.03万 | 0.00% | 75 | -10 | -11.8% | -$4,044 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $3.04万 | 0.00% | 185 | -38 | -17.0% | -$6,242 | 减仓 |
| EMR | EMERSON ELEC CO COM | $3.05万 | 0.00% | 218 | -10 | -4.4% | -$1,397 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $3.05万 | 0.00% | 280 | 73 | 35.3% | $7,956 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $3.06万 | 0.00% | 91 | -52 | -36.4% | -$1.75万 | 减仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $3.08万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $3.09万 | 0.00% | 365 | 55 | 17.7% | $4,650 | 加仓 |
| RAAX | VANECK REAL ASSETS ETF | $3.10万 | 0.00% | 767 | 767 | — | $3.10万 | 新建仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $3.11万 | 0.00% | 616 | -9 | -1.4% | -$454 | 减仓 |
| RACE | FERRARI N V COM | $3.12万 | 0.00% | 84 | -1 | -1.2% | -$372 | 减仓 |
| QBTS | D-WAVE QUANTUM INC COM | $3.12万 | 0.00% | 1,800 | 100 | 5.9% | $1,735 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $3.13万 | 0.00% | 337 | -2 | -0.6% | -$186 | 减仓 |
| MTRN | MATERION CORP COM | $3.14万 | 0.00% | 125 | -21 | -14.4% | -$5,268 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $3.14万 | 0.00% | 685 | -10 | -1.4% | -$458 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $3.14万 | 0.00% | 96 | -17 | -15.0% | -$5,568 | 减仓 |
| CTVA | CORTEVA INC COM | $3.16万 | 0.00% | 357 | 2 | 0.6% | $177 | 加仓 |
| YOU | CLEAR SECURE INC COM CL A | $3.17万 | 0.00% | 605 | -11 | -1.8% | -$576 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $3.19万 | 0.00% | 292 | 64 | 28.1% | $6,981 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $3.19万 | 0.00% | 5,203 | 66 | 1.3% | $405 | 加仓 |
| TRP | TC ENERGY CORP COM | $3.20万 | 0.00% | 458 | 332 | 263.5% | $2.32万 | 加仓 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $3.21万 | 0.00% | 536 | 3 | 0.6% | $179 | 加仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $3.21万 | 0.00% | 632 | -155 | -19.7% | -$7,879 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $3.24万 | 0.00% | 302 | -32 | -9.6% | -$3,436 | 减仓 |
| COR | CENCORA INC COM | $3.26万 | 0.00% | 108 | -40 | -27.0% | -$1.21万 | 减仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $3.26万 | 0.00% | 646 | 6 | 0.9% | $303 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $3.27万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| LMAT | LEMAITRE VASCULAR INC COM | $3.29万 | 0.00% | 333 | 1 | 0.3% | $99 | 加仓 |
| HXL | HEXCEL CORP NEW COM | $3.29万 | 0.00% | 309 | -58 | -15.8% | -$6,176 | 减仓 |
| DPZ | DOMINOS PIZZA INC COM | $3.30万 | 0.00% | 103 | 4 | 4.0% | $1,281 | 加仓 |
| BBAG | JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | $3.31万 | 0.00% | 732 | 99 | 15.6% | $4,479 | 加仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $3.31万 | 0.00% | 1,304 | 75 | 6.1% | $1,905 | 加仓 |
| FMB | FIRST TRUST MANAGED MUNICIPAL ETF | $3.34万 | 0.00% | 659 | -411 | -38.4% | -$2.08万 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $3.36万 | 0.00% | 202 | -59 | -22.6% | -$9,805 | 减仓 |
| LWLG | LIGHTWAVE LOGIC INC COM | $3.38万 | 0.00% | 5,000 | 2,500 | 100.0% | $1.69万 | 加仓 |
| EBAY | EBAY INC. COM | $3.39万 | 0.00% | 305 | -13 | -4.1% | -$1,444 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC COM | $3.40万 | 0.00% | 322 | -31 | -8.8% | -$3,272 | 减仓 |
| TLTD | FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND | $3.40万 | 0.00% | 341 | 4 | 1.2% | $399 | 加仓 |
| AGM | FEDERAL AGRIC MTG CORP CL C | $3.40万 | 0.00% | 164 | 3 | 1.9% | $622 | 加仓 |
| VRSK | VERISK ANALYTICS INC COM | $3.41万 | 0.00% | 177 | 20 | 12.7% | $3,848 | 加仓 |
| MELI | MERCADOLIBRE INC COM | $3.42万 | 0.00% | 19 | -1 | -5.0% | -$1,799 | 减仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $3.42万 | 0.00% | 408 | 237 | 138.6% | $1.99万 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $3.42万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC COM | $3.43万 | 0.00% | 2,010 | -89 | -4.2% | -$1,519 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $3.45万 | 0.00% | 123 | 17 | 16.0% | $4,772 | 加仓 |
| SLB | SLB LIMITED COM STK | $3.45万 | 0.00% | 725 | -151 | -17.2% | -$7,195 | 减仓 |
| — | ZACKS QUALITY INTERNATIONAL ETF | $3.47万 | 0.00% | 1,195 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $3.48万 | 0.00% | 359 | 17 | 5.0% | $1,649 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $3.48万 | 0.00% | 413 | 11 | 2.7% | $928 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $3.49万 | 0.00% | 116 | -14 | -10.8% | -$4,217 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $3.51万 | 0.00% | 481 | 25 | 5.5% | $1,824 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $3.54万 | 0.00% | 770 | 69 | 9.8% | $3,171 | 加仓 |
| IYT | ISHARES US TRANSPORTATION ETF | $3.55万 | 0.00% | 403 | 19 | 4.9% | $1,672 | 加仓 |
| U | UNITY SOFTWARE INC COM | $3.56万 | 0.00% | 1,216 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC COM | $3.57万 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $3.59万 | 0.00% | 723 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. COM | $3.59万 | 0.00% | 441 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC COM | $3.59万 | 0.00% | 86 | -5 | -5.5% | -$2,086 | 减仓 |
| TDVG | T. ROWE PRICE DIVIDEND GROWTH ETF | $3.60万 | 0.00% | 731 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD ORD | $3.62万 | 0.00% | 367 | -58 | -13.6% | -$5,721 | 减仓 |
| PSMT | PRICESMART INC COM | $3.63万 | 0.00% | 195 | -1 | -0.5% | -$186 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $3.64万 | 0.00% | 199 | 5 | 2.6% | $915 | 加仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $3.68万 | 0.00% | 655 | 181 | 38.2% | $1.02万 | 加仓 |
| PSA | PUBLIC STORAGE COM | $3.68万 | 0.00% | 118 | -2 | -1.7% | -$624 | 减仓 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $3.72万 | 0.00% | 306 | 2 | 0.7% | $243 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $3.73万 | 0.00% | 104 | -1 | -1.0% | -$358 | 减仓 |
| NKE | NIKE INC CL B | $3.75万 | 0.00% | 890 | 229 | 34.6% | $9,662 | 加仓 |
| CME | CME GROUP INC COM | $3.76万 | 0.00% | 151 | -55 | -26.7% | -$1.37万 | 减仓 |
| WMB | WILLIAMS COS INC COM | $3.78万 | 0.00% | 508 | 28 | 5.8% | $2,084 | 加仓 |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $3.78万 | 0.00% | 1,656 | 23 | 1.4% | $525 | 加仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $3.80万 | 0.00% | 747 | 632 | 549.6% | $3.21万 | 加仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $3.80万 | 0.00% | 134 | -8 | -5.6% | -$2,267 | 减仓 |
| GNR | STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF | $3.87万 | 0.00% | 540 | 6 | 1.1% | $430 | 加仓 |