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 |
|---|---|---|---|---|---|---|---|---|
| UVV | UNIVERSAL CORP VA MTNS BK ENT COM | $325 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SKT | TANGER INC COM | $329 | 0.00% | 10 | 1 | 11.1% | $33 | 加仓 |
| PLUG | PLUG PWR INC COM NEW | $332 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH INC COM | $333 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | ACURX PHARMACEUTICALS INC COM NEW | $334 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP COM | $337 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC COM NEW | $338 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CARG | CARGURUS INC COM CL A | $340 | 0.00% | 9 | 9 | — | $340 | 新建仓 |
| BF/B | BROWN FORMAN CORP CL B | $345 | 0.00% | 14 | 7 | 100.0% | $172 | 加仓 |
| APPF | APPFOLIO INC COM CL A | $346 | 0.00% | 2 | 2 | — | $346 | 新建仓 |
| ICL | ICL GROUP LTD SHS | $347 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| WMK | WEIS MKTS INC COM | $348 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $350 | 0.00% | 10 | 10 | — | $350 | 新建仓 |
| — | MASIMO CORP COM | $358 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC COMMON STOCK | $359 | 0.00% | 13 | -6 | -31.6% | -$166 | 减仓 |
| NMRK | NEWMARK GROUP INC CL A | $360 | 0.00% | 22 | 22 | — | $360 | 新建仓 |
| MRP | MILLROSE PPTYS INC COM CL A | $362 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC COM | $365 | 0.00% | 6 | 1 | 20.0% | $61 | 加仓 |
| FULT | FULTON FINL CORP PA COM | $367 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| LADR | LADDER CAP CORP CL A | $370 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| PAR | PAR TECHNOLOGY CORP COM | $372 | 0.00% | 27 | 27 | — | $372 | 新建仓 |
| INFY | INFOSYS LTD SPONSORED ADR | $374 | 0.00% | 30 | 30 | — | $374 | 新建仓 |
| BF/A | BROWN FORMAN CORP CL A | $376 | 0.00% | 14 | 14 | — | $376 | 新建仓 |
| CBZ | CBIZ INC COM | $376 | 0.00% | 12 | 12 | — | $376 | 新建仓 |
| HOG | HARLEY DAVIDSON INC COM | $377 | 0.00% | 15 | 15 | — | $377 | 新建仓 |
| — | SOUND FINL BANCORP INC COM | $379 | 0.00% | 9 | 9 | — | $379 | 新建仓 |
| MWA | MUELLER WTR PRODS INC COM SER A | $386 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CORZW | CORE SCIENTIFIC INC NEW WT EXP 012327 | $386 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SD | SANDRIDGE ENERGY INC COM NEW | $387 | 0.00% | 25 | 25 | — | $387 | 新建仓 |
| RBB | RBB BANCORP COM | $390 | 0.00% | 17 | 1 | 6.2% | $23 | 加仓 |
| AXS | AXIS CAP HLDGS LTD SHS | $396 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PHR | PHREESIA INC COM | $396 | 0.00% | 41 | 41 | — | $396 | 新建仓 |
| SCI | SERVICE CORP INTL COM | $401 | 0.00% | 6 | 1 | 20.0% | $67 | 加仓 |
| — | STRAWBERRY FIELDS REIT INC COM | $402 | 0.00% | 31 | 31 | — | $402 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | $404 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| RELY | REMITLY GLOBAL INC COM | $404 | 0.00% | 17 | 17 | — | $404 | 新建仓 |
| AN | AUTONATION INC COM | $405 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $408 | 0.00% | 27 | -5 | -15.6% | -$76 | 减仓 |
| HPP | HUDSON PACIFIC PROPERTIES INC COM | $411 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SIGI | SELECTIVE INS GROUP INC COM | $413 | 0.00% | 6 | 1 | 20.0% | $69 | 加仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS COM | $414 | 0.00% | 26 | 26 | — | $414 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $416 | 0.00% | 7 | 7 | — | $416 | 新建仓 |
| RPD | RAPID7 INC COM | $421 | 0.00% | 63 | 63 | — | $421 | 新建仓 |
| JHX | JAMES HARDIE INDS PLC ORD SHS | $424 | 0.00% | 21 | -171 | -89.1% | -$3,453 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC CL A | $426 | 0.00% | 6 | 6 | — | $426 | 新建仓 |
| — | EPSILON ENERGY LTD COM | $430 | 0.00% | 68 | 68 | — | $430 | 新建仓 |
| JJSF | J & J SNACK FOODS CORP COM | $431 | 0.00% | 6 | -5 | -45.5% | -$359 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $432 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $434 | 0.00% | 4 | -374 | -98.9% | -$4.06万 | 减仓 |
| MBI | MBIA INC COM | $437 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| AVBH | AVIDBANK HLDGS INC COM | $442 | 0.00% | 15 | 15 | — | $442 | 新建仓 |
| — | GATES INDL CORP PLC ORD SHS | $443 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| GTY | GETTY RLTY CORP NEW COM | $443 | 0.00% | 14 | 1 | 7.7% | $32 | 加仓 |
| PCRX | PACIRA BIOSCIENCES INC COM | $447 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP COMMON STOCK | $449 | 0.00% | 11 | 1 | 10.0% | $41 | 加仓 |
| FOUR | SHIFT4 PMTS INC CL A | $451 | 0.00% | 11 | 6 | 120.0% | $246 | 加仓 |
| THO | THOR INDS INC COM | $452 | 0.00% | 6 | 2 | 50.0% | $151 | 加仓 |
| — | RIVERVIEW BANCORP INC COM | $452 | 0.00% | 87 | 87 | — | $452 | 新建仓 |
| IXC | ISHARES GLOBAL ENERGY ETF | $453 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MGRC | MCGRATH RENTCORP COM | $453 | 0.00% | 4 | 4 | — | $453 | 新建仓 |
| RBRK | RUBRIK INC. CL A | $458 | 0.00% | 8 | 8 | — | $458 | 新建仓 |
| CSR | CENTERSPACE COM | $459 | 0.00% | 7 | 7 | — | $459 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $467 | 0.00% | 12 | -17 | -58.6% | -$662 | 减仓 |
| — | EAGLE FINL SVCS INC COM | $468 | 0.00% | 13 | 13 | — | $468 | 新建仓 |
| KRT | KARAT PACKAGING INC COM | $470 | 0.00% | 16 | 16 | — | $470 | 新建仓 |
| — | CORE SCIENTIFIC INC NEW WT EXP 012329 | $471 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC COM | $472 | 0.00% | 6 | 1 | 20.0% | $79 | 加仓 |
| GGG | GRACO INC COM | $473 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CURB | CURBLINE PPTYS CORP COM | $473 | 0.00% | 18 | 1 | 5.9% | $26 | 加仓 |
| WAY | WAYSTAR HLDG CORP COM | $475 | 0.00% | 23 | 23 | — | $475 | 新建仓 |
| AROC | ARCHROCK INC COM | $482 | 0.00% | 13 | 1 | 8.3% | $37 | 加仓 |
| JBSS | SANFILIPPO JOHN B & SON INC COM | $482 | 0.00% | 6 | 6 | — | $482 | 新建仓 |
| H | HYATT HOTELS CORP COM CL A | $486 | 0.00% | 3 | -2 | -40.0% | -$324 | 减仓 |
| CNK | CINEMARK HLDGS INC COM | $486 | 0.00% | 18 | 18 | — | $486 | 新建仓 |
| ACIW | ACI WORLDWIDE INC COM | $486 | 0.00% | 11 | 11 | — | $486 | 新建仓 |
| — | HANOVER BANCORP INC COM | $488 | 0.00% | 21 | 21 | — | $488 | 新建仓 |
| TREX | TREX INC COM | $489 | 0.00% | 13 | 4 | 44.4% | $150 | 加仓 |
| MOS | MOSAIC CO COM | $489 | 0.00% | 21 | 13 | 162.5% | $303 | 加仓 |
| DEA | EASTERLY GOVT PPTYS INC COM SHS | $489 | 0.00% | 21 | 6 | 40.0% | $140 | 重新持有 |
| NBTB | NBT BANCORP INC COM | $492 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| VERX | VERTEX INC CL A | $492 | 0.00% | 36 | 36 | — | $492 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $495 | 0.00% | 40 | -49 | -55.1% | -$606 | 减仓 |
| — | STAR HLDGS SHS BEN INT | $498 | 0.00% | 58 | -48 | -45.3% | -$412 | 减仓 |
| — | DIAMEDICA THERAPEUTICS INC COM NEW | $500 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| FLNG | FLEX LNG LTD SHS | $500 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC COM | $504 | 0.00% | 8 | -4 | -33.3% | -$252 | 减仓 |
| W | WAYFAIR INC CL A | $506 | 0.00% | 8 | 5 | 166.7% | $316 | 加仓 |
| — | WEBSTER FINL CORP COM | $506 | 0.00% | 7 | 7 | — | $506 | 新建仓 |
| S | SENTINELONE INC CL A | $508 | 0.00% | 32 | 28 | 700.0% | $444 | 加仓 |
| DEI | DOUGLAS EMMETT INC COM | $510 | 0.00% | 45 | 45 | — | $510 | 新建仓 |
| PRAA | PRA GROUP INC COM | $514 | 0.00% | 24 | 24 | — | $514 | 新建仓 |
| SPT | SPROUT SOCIAL INC COM CL A | $516 | 0.00% | 77 | 77 | — | $516 | 新建仓 |
| MSM | MSC INDL DIRECT INC CL A | $516 | 0.00% | 5 | 5 | — | $516 | 新建仓 |
| AVTR | AVANTOR INC COM | $516 | 0.00% | 64 | 24 | 60.0% | $194 | 重新持有 |
| CHH | CHOICE HOTELS INTL INC COM | $517 | 0.00% | 6 | 1 | 20.0% | $86 | 加仓 |
| DRS | LEONARDO DRS INC COM | $517 | 0.00% | 13 | 11 | 550.0% | $437 | 加仓 |
| ONON | ON HLDG AG NAMEN AKT A | $519 | 0.00% | 15 | 13 | 650.0% | $450 | 加仓 |
| MTH | MERITAGE HOMES CORP COM | $521 | 0.00% | 9 | -5 | -35.7% | -$289 | 减仓 |
| GTLB | GITLAB INC CLASS A COM | $522 | 0.00% | 21 | 21 | — | $522 | 新建仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY COM | $526 | 0.00% | 16 | 16 | — | $526 | 新建仓 |