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 |
|---|---|---|---|---|---|---|---|---|
| GLBE | GLOBAL E ONLINE LTD SHS | $0 | 0.00% | 0 | -4 | -100.0% | -$127 | 清仓 |
| MMS | MAXIMUS INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$66 | 清仓 |
| — | HEALTHY CHOICE WELLNESS CORP CL A | $1 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | SINTX TECHNOLOGIES INC COM NEW | $2 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BIORESTORATIVE THERAPIES INC COM NEW | $3 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC COM | $4 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | SCILEX HOLDING CO COM NEW | $7 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NXDT | NEXPOINT DIVERSIFIED REL ET TR COM NEW | $11 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES COM | $12 | 0.00% | 1 | -45 | -97.8% | -$540 | 减仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC COM NEW | $12 | 0.00% | 4 | 4 | — | $12 | 新建仓 |
| — | CANAAN INC SPONSORED ADS | $27 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $27 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | AMERISERV FINL INC COM | $32 | 0.00% | 8 | -1,014 | -99.2% | -$4,056 | 减仓 |
| SHOE | SHOE STA GROUP INC COM | $33 | 0.00% | 2 | -593 | -99.7% | -$9,784 | 减仓 |
| MATV | MATIV HOLDINGS INC COM | $39 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| OII | OCEANEERING INTL INC COM | $45 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PCVX | VAXCYTE INC COM | $56 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC CL A | $61 | 0.00% | 3 | -29 | -90.6% | -$590 | 减仓 |
| — | CHARGEPOINT HOLDINGS INC COM SHS | $64 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW COM | $67 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $68 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO COMMON STOCK | $68 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ALM | ALMONTY INDS INC COM NEW | $71 | 0.00% | 5 | 5 | — | $71 | 新建仓 |
| URBN | URBAN OUTFITTERS INC COM | $74 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ZIM | ZIM INTEGRATED SHIPPING SERV SHS | $75 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CNXC | CONCENTRIX CORP COM | $76 | 0.00% | 3 | -316 | -99.1% | -$8,005 | 减仓 |
| FPS | FORGENT POWER SOLUTIONS INC COM SHS CL A | $78 | 0.00% | 2 | 2 | — | $78 | 新建仓 |
| ENPH | ENPHASE ENERGY INC COM | $79 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP COM | $83 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COM NEW | $83 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC CLASS A COM | $85 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO COM | $85 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP CL A | $86 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BB | BLACKBERRY LTD COM | $90 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC COM CL A | $90 | 0.00% | 4 | 4 | — | $90 | 新建仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $92 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VC | VISTEON CORP COM NEW | $103 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | $107 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $111 | 0.00% | 1 | 1 | — | $111 | 新建仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $113 | 0.00% | 1 | -343 | -99.7% | -$3.88万 | 减仓 |
| SLI | STANDARD LITHIUM CORP COM | $115 | 0.00% | 50 | 50 | — | $115 | 新建仓 |
| KRC | KILROY REALTY CORP COM | $116 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC COM | $117 | 0.00% | 6 | 6 | — | $117 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC CL A COM | $125 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FUBO | FUBOTV INC COM NEW CL A | $126 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC COM | $127 | 0.00% | 3 | 3 | — | $127 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $129 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO COM | $130 | 0.00% | 7 | -1 | -12.5% | -$19 | 减仓 |
| VG | VENTURE GLOBAL INC COM CL A | $134 | 0.00% | 9 | -1 | -10.0% | -$15 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $143 | 0.00% | 1 | 1 | — | $143 | 新建仓 |
| JBGS | JBG SMITH PPTYS COM | $144 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC COM | $145 | 0.00% | 1 | 1 | — | $145 | 新建仓 |
| — | SCYNEXIS INC COM | $146 | 0.00% | 37 | 37 | — | $146 | 新建仓 |
| LKFN | LAKELAND FINL CORP COM | $151 | 0.00% | 2 | -252 | -99.2% | -$1.90万 | 减仓 |
| WK | WORKIVA INC COM CL A | $156 | 0.00% | 3 | -39 | -92.9% | -$2,028 | 重新持有 |
| NEXT | NEXTDECADE CORP COM | $160 | 0.00% | 21 | 21 | — | $160 | 新建仓 |
| PJT | PJT PARTNERS INC COM CL A | $164 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED ORDINARY SHARES | $165 | 0.00% | 4 | 4 | — | $165 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC COM | $173 | 0.00% | 2 | -40 | -95.2% | -$3,460 | 重新持有 |
| INSW | INTERNATIONAL SEAWAYS INC COM | $178 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP COM | $178 | 0.00% | 3 | 1 | 50.0% | $59 | 重新持有 |
| CART | MAPLEBEAR INC COM | $179 | 0.00% | 4 | 4 | — | $179 | 新建仓 |
| WYNN | WYNN RESORTS LTD COM | $189 | 0.00% | 2 | 2 | — | $189 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $192 | 0.00% | 4 | -3 | -42.9% | -$144 | 减仓 |
| ENS | ENERSYS COM | $201 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH100 INC COM SHS | $202 | 0.00% | 8 | -278 | -97.2% | -$7,020 | 减仓 |
| SSB | SOUTHSTATE BK CORP COM | $204 | 0.00% | 2 | 2 | — | $204 | 新建仓 |
| HUBS | HUBSPOT INC COM | $205 | 0.00% | 1 | -10 | -90.9% | -$2,050 | 减仓 |
| NXT | NEXTPOWER INC CLASS A COM | $210 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | WIMI HOLOGRAM CLOUD INC ORD SHS CL B NEW | $212 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC COM | $213 | 0.00% | 1 | 1 | — | $213 | 新建仓 |
| TALO | TALOS ENERGY INC COM | $214 | 0.00% | 14 | 14 | — | $214 | 新建仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | $215 | 0.00% | 1 | 1 | — | $215 | 新建仓 |
| UMH | UMH PPTYS INC COM | $216 | 0.00% | 14 | -519 | -97.4% | -$8,007 | 减仓 |
| PLUG | PLUG PWR INC COM NEW | $223 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MKTX | MARKETAXESS HLDGS INC COM | $228 | 0.00% | 2 | -1 | -33.3% | -$114 | 减仓 |
| RDN | RADIAN GROUP INC COM | $229 | 0.00% | 6 | -12 | -66.7% | -$458 | 重新持有 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $230 | 0.00% | 4 | 4 | — | $230 | 新建仓 |
| SJM | SMUCKER J M CO COM NEW | $236 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BGC | BGC GROUP INC CL A | $242 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | ACURX PHARMACEUTICALS INC COM NEW | $245 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| JAN | JANUS LIVING INC CL A-1 | $246 | 0.00% | 8 | 8 | — | $246 | 新建仓 |
| WGO | WINNEBAGO INDS INC COM | $249 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $250 | 0.00% | 2 | 2 | — | $250 | 新建仓 |
| CARS | CARS COM INC COM | $257 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC COM | $270 | 0.00% | 5 | -5 | -50.0% | -$270 | 减仓 |
| FRSH | FRESHWORKS INC CLASS A COM | $272 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP COM | $274 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| QNST | QUINSTREET INC COM | $281 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $296 | 0.00% | 13 | -1 | -7.1% | -$23 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $299 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC COM | $301 | 0.00% | 6 | -79 | -92.9% | -$3,963 | 减仓 |
| REXR | REXFORD INDL RLTY INC COM | $305 | 0.00% | 8 | -36 | -81.8% | -$1,372 | 减仓 |
| ALK | ALASKA AIR GROUP INC COM | $311 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FRHC | FREEDOM HOLDING CORP COM | $316 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WSE | WISE GROUP PLC ORD SHS CLASS A | $321 | 0.00% | 26 | 26 | — | $321 | 新建仓 |
| UVV | UNIVERSAL CORP VA MTNS BK ENT COM | $323 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| APPF | APPFOLIO INC COM CL A | $324 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EVER | EVERQUOTE INC COM CL A | $324 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ESNT | ESSENT GROUP LTD COM | $325 | 0.00% | 5 | 5 | — | $325 | 新建仓 |