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 |
|---|---|---|---|---|---|---|---|---|
| CRWV | COREWEAVE INC COM CL A | $4.41万 | 0.01% | 345 | 2 | 0.6% | $256 | 加仓 |
| SNA | SNAP ON INC COM | $4.44万 | 0.01% | 118 | -10 | -7.8% | -$3,766 | 减仓 |
| TPR | TAPESTRY INC COM | $4.45万 | 0.01% | 315 | 33 | 11.7% | $4,662 | 加仓 |
| FELG | FIDELITY ENHANCED LARGE CAP GROWTH ETF | $4.45万 | 0.01% | 1,043 | -39 | -3.6% | -$1,665 | 减仓 |
| PAYX | PAYCHEX INC COM | $4.46万 | 0.01% | 481 | 185 | 62.5% | $1.72万 | 加仓 |
| SPHB | INVESCO S&P 500 HIGH BETA ETF | $4.50万 | 0.01% | 328 | 100 | 43.9% | $1.37万 | 加仓 |
| COR | CENCORA INC COM | $4.51万 | 0.01% | 148 | 11 | 8.0% | $3,349 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $4.56万 | 0.01% | 801 | 184 | 29.8% | $1.05万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS COM | $4.56万 | 0.01% | 133 | 9 | 7.3% | $3,087 | 加仓 |
| A | AGILENT TECHNOLOGIES INC COM | $4.56万 | 0.01% | 389 | -13 | -3.2% | -$1,525 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $4.57万 | 0.01% | 334 | -8 | -2.3% | -$1,094 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $4.57万 | 0.01% | 109 | 12 | 12.4% | $5,034 | 加仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $4.59万 | 0.01% | 1,134 | 21 | 1.9% | $850 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $4.63万 | 0.01% | 261 | 45 | 20.8% | $7,990 | 加仓 |
| — | PROSHARES INFLATION EXPECTATIONS ETF | $4.65万 | 0.01% | 1,428 | 10 | 0.7% | $325 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $4.67万 | 0.01% | 132 | 32 | 32.0% | $1.13万 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $4.72万 | 0.01% | 1,053 | -198 | -15.8% | -$8,884 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $4.78万 | 0.01% | 216 | 40 | 22.7% | $8,861 | 加仓 |
| BDVL | ISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT | $4.81万 | 0.01% | 1,854 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC COM | $4.82万 | 0.01% | 330 | 72 | 27.9% | $1.05万 | 加仓 |
| — | ELECTRONIC ARTS INC COM | $4.87万 | 0.01% | 242 | 51 | 26.7% | $1.03万 | 加仓 |
| SLB | SLB LIMITED COM STK | $4.90万 | 0.01% | 876 | 343 | 64.4% | $1.92万 | 加仓 |
| SNDK | SANDISK CORP COM | $4.92万 | 0.01% | 35 | 18 | 105.9% | $2.53万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $4.92万 | 0.01% | 116 | -8 | -6.5% | -$3,395 | 减仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $4.93万 | 0.01% | 465 | 37 | 8.6% | $3,920 | 加仓 |
| HEI | HEICO CORP NEW COM | $4.94万 | 0.01% | 179 | -11 | -5.8% | -$3,034 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $4.94万 | 0.01% | 778 | 0 | 0.0% | — | 不变 |
| — | FIDELITY CORPORATE BOND ETF | $4.94万 | 0.01% | 1,049 | 2 | 0.2% | $94 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $4.94万 | 0.01% | 1,086 | -7,379 | -87.2% | -$33.59万 | 减仓 |
| CAVA | CAVA GROUP INC COM | $4.97万 | 0.01% | 550 | 93 | 20.4% | $8,402 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $5.03万 | 0.01% | 191 | 19 | 11.0% | $5,001 | 加仓 |
| FE | FIRSTENERGY CORP COM | $5.03万 | 0.01% | 1,097 | 186 | 20.4% | $8,530 | 加仓 |
| TER | TERADYNE INC COM | $5.04万 | 0.01% | 142 | 85 | 149.1% | $3.01万 | 加仓 |
| UBS | UBS GROUP AG SHS | $5.04万 | 0.01% | 1,143 | 174 | 18.0% | $7,674 | 加仓 |
| DCRE | DOUBLELINE COMMERCIAL REAL ESTATE DEBT ETF | $5.05万 | 0.01% | 973 | 973 | — | $5.05万 | 新建仓 |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $5.07万 | 0.01% | 1,238 | 133 | 12.0% | $5,445 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $5.10万 | 0.01% | 143 | 73 | 104.3% | $2.60万 | 加仓 |
| RY | ROYAL BK CDA COM | $5.12万 | 0.01% | 287 | 40 | 16.2% | $7,139 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $5.16万 | 0.01% | 592 | -56 | -8.6% | -$4,879 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $5.19万 | 0.01% | 2,700 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $5.20万 | 0.01% | 595 | 97 | 19.5% | $8,478 | 加仓 |
| APLD | APPLIED DIGITAL CORP COM NEW | $5.22万 | 0.01% | 1,309 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $5.27万 | 0.01% | 361 | 348 | 2,676.9% | $5.08万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $5.33万 | 0.01% | 282 | 45 | 19.0% | $8,511 | 加仓 |
| — | HONEYWELL INTL INC COM | $5.35万 | 0.01% | 256 | 118 | 85.5% | $2.46万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP COM | $5.37万 | 0.01% | 511 | -1 | -0.2% | -$105 | 减仓 |
| GSSC | TR ACTIVEBETA US SMALL CAP EQUITY ETF | $5.37万 | 0.01% | 636 | 636 | — | $5.37万 | 新建仓 |
| EQIX | EQUINIX INC COM | $5.39万 | 0.01% | 51 | 12 | 30.8% | $1.27万 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $5.40万 | 0.01% | 1,073 | 41 | 4.0% | $2,064 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $5.45万 | 0.01% | 114 | 2 | 1.8% | $956 | 加仓 |
| QCOM | QUALCOMM INC COM | $5.45万 | 0.01% | 293 | -9 | -3.0% | -$1,675 | 减仓 |
| GWW | WW GRAINGER INC COM | $5.46万 | 0.01% | 49 | 4 | 8.9% | $4,453 | 加仓 |
| FMB | FIRST TRUST MANAGED MUNICIPAL ETF | $5.46万 | 0.01% | 1,070 | 14 | 1.3% | $715 | 加仓 |
| SYK | STRYKER CORPORATION COM | $5.46万 | 0.01% | 186 | 35 | 23.2% | $1.03万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $5.47万 | 0.01% | 429 | 152 | 54.9% | $1.94万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $5.49万 | 0.01% | 895 | 116 | 14.9% | $7,117 | 加仓 |
| RJF | RAYMOND JAMES FINL INC COM | $5.51万 | 0.01% | 347 | 19 | 5.8% | $3,014 | 加仓 |
| IDXX | IDEXX LABS INC COM | $5.52万 | 0.01% | 98 | -8 | -7.5% | -$4,504 | 减仓 |
| DLR | DIGITAL RLTY TR INC COM | $5.52万 | 0.01% | 281 | 50 | 21.6% | $9,827 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $5.52万 | 0.01% | 156 | 75 | 92.6% | $2.66万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $5.52万 | 0.01% | 219 | 22 | 11.2% | $5,549 | 加仓 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $5.59万 | 0.01% | 883 | 63 | 7.7% | $3,986 | 加仓 |
| FCF | FIRST COMWLTH FINL CORP PA COM | $5.64万 | 0.01% | 3,034 | 23 | 0.8% | $428 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $5.66万 | 0.01% | 513 | 1 | 0.2% | $110 | 加仓 |
| AEE | AMEREN CORP COM | $5.68万 | 0.01% | 510 | 28 | 5.8% | $3,121 | 加仓 |
| CW | CURTISS WRIGHT CORP COM | $5.69万 | 0.01% | 79 | -5 | -6.0% | -$3,600 | 减仓 |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | $5.71万 | 0.01% | 626 | 1 | 0.2% | $91 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $5.72万 | 0.01% | 290 | 19 | 7.0% | $3,747 | 加仓 |
| FA | FIRST ADVANTAGE CORP NEW COM | $5.77万 | 0.01% | 4,566 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $5.89万 | 0.01% | 206 | 31 | 17.7% | $8,861 | 加仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $5.98万 | 0.01% | 1,187 | 1,066 | 881.0% | $5.37万 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $6.05万 | 0.01% | 513 | -23 | -4.3% | -$2,713 | 减仓 |
| FIVA | FIDELITY INTERNATIONAL VALUE FACTOR ETF | $6.07万 | 0.01% | 1,650 | 124 | 8.1% | $4,564 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $6.10万 | 0.01% | 132 | 33 | 33.3% | $1.52万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $6.10万 | 0.01% | 203 | 18 | 9.7% | $5,405 | 加仓 |
| EOS | EATON VANCE ENHANCED EQUITY IN COM | $6.10万 | 0.01% | 2,715 | 76 | 2.9% | $1,709 | 加仓 |
| FDX | FEDEX CORP COM | $6.11万 | 0.01% | 169 | 17 | 11.2% | $6,148 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $6.13万 | 0.01% | 423 | 39 | 10.2% | $5,648 | 加仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $6.15万 | 0.01% | 418 | 207 | 98.1% | $3.05万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $6.17万 | 0.01% | 370 | 93 | 33.6% | $1.55万 | 加仓 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $6.19万 | 0.01% | 1,248 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC COM | $6.22万 | 0.01% | 274 | 26 | 10.5% | $5,899 | 加仓 |
| CB | CHUBB LTD SWITZ COM | $6.26万 | 0.01% | 195 | 77 | 65.3% | $2.47万 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $6.27万 | 0.01% | 785 | 49 | 6.7% | $3,912 | 加仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $6.27万 | 0.01% | 1,287 | -118 | -8.4% | -$5,748 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $6.28万 | 0.01% | 183 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $6.29万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $6.29万 | 0.01% | 889 | 365 | 69.7% | $2.58万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $6.38万 | 0.01% | 809 | 2 | 0.2% | $158 | 加仓 |
| BP | BP PLC SPONSORED ADR | $6.38万 | 0.01% | 1,373 | 70 | 5.4% | $3,255 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $6.41万 | 0.01% | 874 | -3,587 | -80.4% | -$26.29万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $6.44万 | 0.01% | 1,994 | 19 | 1.0% | $614 | 加仓 |
| ABFL | ABACUS FCF LEADERS ETF | $6.47万 | 0.01% | 802 | 3 | 0.4% | $242 | 加仓 |
| FAST | FASTENAL CO COM | $6.51万 | 0.01% | 1,469 | 183 | 14.2% | $8,112 | 加仓 |
| ZECP | ZACKS EARNINGS CONSISTENT PORTFOLIO ETF | $6.52万 | 0.01% | 1,791 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $6.53万 | 0.01% | 1,175 | 193 | 19.7% | $1.07万 | 加仓 |
| NOW | SERVICENOW INC COM | $6.54万 | 0.01% | 711 | 101 | 16.6% | $9,293 | 加仓 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $6.59万 | 0.01% | 1,049 | -58 | -5.2% | -$3,646 | 减仓 |
| — | FIDELITY INTERNATIONAL MULTIFACTOR ETF | $6.60万 | 0.01% | 1,799 | -191 | -9.6% | -$7,009 | 减仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $6.60万 | 0.01% | 419 | -61 | -12.7% | -$9,611 | 减仓 |