13F 机构持仓

Cornerstone Planning Group LLC

FAIRFIELD NJ · SEC CIK 0001822587

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$7.94亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

QQQM 10.9%
FENI 9.5%
FNDX 6.9%
BIV 5.8%
SMLF 5.2%
IMCG 4.7%
IVV 2.7%
ICVT 2.6%
REZ 2.6%
HYDB 2.4%

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
INFY INFOSYS LTD SPONSORED ADR $3280.00%30 00.0% — 不变
NMRK NEWMARK GROUP INC CL A $3370.00%22 00.0% — 不变
MRP MILLROSE PPTYS INC COM CL A $3430.00%12 00.0% — 不变
GLIBK LIBERTY CAP CORP SER C GCI GROUP $3430.00%15 15— $343 新建仓
SNDR SCHNEIDER NATIONAL INC CL B $3440.00%9 00.0% — 不变
MWA MUELLER WTR PRODS INC COM SER A $3480.00%14 00.0% — 不变
LADR LADDER CAP CORP CL A $3590.00%37 12.8% $10 加仓
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG $3600.00%11 00.0% — 不变
SPSC SPS COMM INC COM $3610.00%6 -7-53.8% -$421 减仓
CHWY CHEWY INC CL A $3660.00%17 14466.7% $301 重新持有
FG F&G ANNUITIES & LIFE INC COMMON STOCK $3670.00%12 -1-7.7% -$31 减仓
SKT TANGER INC COM $3790.00%9 -1-10.0% -$42 减仓
EVTC EVERTEC INC COM $3810.00%13 -11-45.8% -$322 重新持有
EXEL EXELIXIS INC COM $3850.00%7 00.0% — 不变
RELY REMITLY GLOBAL INC COM $3930.00%17 00.0% — 不变
REYN REYNOLDS CONSUMER PRODS INC COM $3930.00%15 -1-6.2% -$26 减仓
VERX VERTEX INC CL A $3980.00%36 00.0% — 不变
SHEN SHENANDOAH TELECOMMUNICATIONS COM $4000.00%34 34— $400 新建仓
PRAA PRA GROUP INC COM $4060.00%24 00.0% — 不变
ATNI ATN INTL INC COM $4060.00%17 17— $406 新建仓
PHR PHREESIA INC COM $4100.00%41 00.0% — 不变
AN AUTONATION INC COM $4120.00%2 00.0% — 不变
NFG NATIONAL FUEL GAS CO COM $4140.00%5 -4-44.4% -$331 减仓
HOG HARLEY DAVIDSON INC COM $4140.00%15 00.0% — 不变
PAR PAR TECHNOLOGY CORP COM $4140.00%27 00.0% — 不变
FULT FULTON FINL CORP PA COM $4190.00%17 00.0% — 不变
CORZW CORE SCIENTIFIC INC NEW WT EXP 012327 $4200.00%25 00.0% — 不变
— LENSAR INC COM $4200.00%73 73— $420 新建仓
ERIE ERIE INDTY CO CL A $4220.00%2 1100.0% $211 加仓
OPCH OPTION CARE HEALTH INC COM NEW $4230.00%20 642.9% $127 加仓
EMBC EMBECTA CORP COMMON STOCK $4230.00%130 130— $423 新建仓
DAVE DAVE INC CLASS A COM NEW $4240.00%1 00.0% — 不变
RBB RBB BANCORP COM $4290.00%16 -1-5.9% -$27 减仓
SLM SLM CORP COM $4290.00%17 541.7% $126 重新持有
GRND GRINDR INC COM $4350.00%30 30— $435 新建仓
— STRAWBERRY FIELDS REIT INC COM $4360.00%31 00.0% — 不变
URA GLOBAL X URANIUM ETF $4380.00%11 -83-88.3% -$3,305 减仓
CALM CAL MAINE FOODS INC COM NEW $4390.00%5 5— $439 新建仓
IXC ISHARES GLOBAL ENERGY ETF $4400.00%8 00.0% — 不变
GGG GRACO INC COM $4430.00%6 00.0% — 不变
KTB KONTOOR BRANDS INC COM $4440.00%5 -1-16.7% -$89 减仓
MBI MBIA INC COM $4450.00%74 00.0% — 不变
TDOC TELADOC HEALTH INC COM $4460.00%50 00.0% — 不变
ARE ALEXANDRIA REAL ESTATE EQ INC COM $4470.00%9 480.0% $199 加仓
— EMPIRE PETE CORP COM $4490.00%174 174— $449 新建仓
VTOL BRISTOW GROUP INC COM $4510.00%10 10— $451 新建仓
ADMA ADMA BIOLOGICS INC COM $4530.00%54 54— $453 新建仓
AXS AXIS CAP HLDGS LTD SHS $4550.00%4 00.0% — 不变
GSM FERROGLOBE PLC SHS $4550.00%133 133— $455 新建仓
TFLR T. ROWE PRICE FLOATING RATE ETF $4560.00%9 -6-40.0% -$304 减仓
RUSHA RUSH ENTERPRISES INC CL A $4580.00%6 00.0% — 不变
FLBL FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND $4610.00%20 -11-35.5% -$254 减仓
RC READY CAPITAL CORP COM $4610.00%303 -1-0.3% -$2 减仓
PCRX PACIRA BIOSCIENCES INC COM $4610.00%18 00.0% — 不变
GRNT GRANITE RIDGE RESOURCES INC COM $4610.00%95 95— $461 新建仓
FLNG FLEX LNG LTD SHS $4620.00%15 00.0% — 不变
ASC ARDMORE SHIPPING CORP COM $4650.00%29 00.0% — 不变
AROC ARCHROCK INC COM $4660.00%12 -1-7.7% -$39 减仓
THO THOR INDS INC COM $4670.00%6 00.0% — 不变
EEFT EURONET WORLDWIDE INC COM $4690.00%6 -4-40.0% -$313 减仓
JANX JANUX THERAPEUTICS INC COM $4690.00%30 30— $469 新建仓
SWX SOUTHWEST GAS HLDGS INC COM $4710.00%5 -1-16.7% -$94 减仓
AWI ARMSTRONG WORLD INDS INC NEW COM $4720.00%3 -3-50.0% -$472 减仓
AVBH AVIDBANK HLDGS INC COM $4770.00%15 00.0% — 不变
SIGI SELECTIVE INS GROUP INC COM $4850.00%5 -1-16.7% -$97 减仓
CNX CNX RES CORP COM $4850.00%14 14— $485 新建仓
GTY GETTY RLTY CORP NEW COM $4870.00%14 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV ORD SHS $4880.00%27 00.0% — 不变
GTES GATES INDL CORP LTD COM SHS $4930.00%18 18— $493 新建仓
— CORE SCIENTIFIC INC NEW WT EXP 012329 $4950.00%21 00.0% — 不变
BRX BRIXMOR PPTY GROUP INC COM $4960.00%15 -168-91.8% -$5,555 减仓
FIZZ NATIONAL BEVERAGE CORP COM $4980.00%16 -9-36.0% -$280 减仓
CSTM CONSTELLIUM SE CL A SHS $4990.00%17 00.0% — 不变
— BIOTE CORP CLASS A COM $5010.00%213 213— $501 新建仓
IMO IMPERIAL OIL LTD COM NEW $5030.00%4 4— $503 新建仓
TG TREDEGAR CORP COM $5030.00%65 65— $503 新建仓
MSEX MIDDLESEX WTR CO COM $5090.00%9 9— $509 新建仓
SWBI SMITH & WESSON BRANDS INC COM $5120.00%35 00.0% — 不变
FUL FULLER H B CO COM $5140.00%9 -1-10.0% -$57 减仓
REX REX AMERICAN RES CORP COM $5150.00%11 00.0% — 不变
— HANOVER BANCORP INC COM $5150.00%21 00.0% — 不变
UPST UPSTART HLDGS INC COM $5160.00%18 00.0% — 不变
LINE LINEAGE INC COM $5180.00%12 12— $518 新建仓
XP XP INC CL A $5190.00%30 00.0% — 不变
JHX JAMES HARDIE INDS PLC ORD SHS $5200.00%21 00.0% — 不变
— AKEBIA THREAPEUTICS INC COM $5200.00%413 413— $520 新建仓
PLMR PALOMAR HLDGS INC COM $5220.00%4 4— $522 新建仓
JBBB JANUS HENDERSON B-BBB CLO ETF $5230.00%11 -6-35.3% -$285 减仓
BNTC BENITEC BIOPHARMA INC COM NEW $5260.00%46 46— $526 新建仓
DEA EASTERLY GOVT PPTYS INC COM SHS $5280.00%21 00.0% — 不变
CURB CURBLINE PPTYS CORP COM $5300.00%17 -1-5.6% -$31 减仓
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A $5320.00%7 00.0% — 不变
HAS HASBRO INC COM $5360.00%6 -9-60.0% -$804 减仓
— WEBSTER FINL CORP COM $5360.00%7 00.0% — 不变
TIPT TIPTREE INC COM $5360.00%30 30— $536 新建仓
— EAGLE FINL SVCS INC COM $5370.00%13 00.0% — 不变
LBTYK LIBERTY GLOBAL LTD COM CL C $5380.00%53 53— $538 新建仓
— STAR HLDGS SHS BEN INT $5410.00%58 00.0% — 不变
CHH CHOICE HOTELS INTL INC COM $5440.00%5 -1-16.7% -$109 减仓
— ACV AUCTIONS INC COM CL A $5450.00%71 62688.9% $476 加仓