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
— LIBERTY BROADBAND CORP COM SER C $5470.00%18 16800.0% $486 加仓
ONON ON HLDG AG NAMEN AKT A $5500.00%15 00.0% — 不变
DEI DOUGLAS EMMETT INC COM $5500.00%46 12.2% $12 加仓
INSP INSPIRE MED SYS INC COM $5540.00%11 11— $554 新建仓
— DIAMEDICA THERAPEUTICS INC COM NEW $5550.00%80 00.0% — 不变
— INMUNE BIO INC COM $5590.00%304 304— $559 新建仓
CWT CALIFORNIA WTR SVC GROUP COM $5610.00%11 11— $561 新建仓
H HYATT HOTELS CORP COM CL A $5620.00%3 00.0% — 不变
— RICHMOND MUT BANCORPORATION COM $5650.00%37 00.0% — 不变
DFH DREAM FINDERS HOMES INC COM CL A $5650.00%37 37— $565 新建仓
WMS ADVANCED DRAIN SYS INC DEL COM $5670.00%4 00.0% — 不变
FSBW FS BANCORP INC COM $5670.00%13 -1-7.1% -$44 减仓
NBTB NBT BANCORP INC COM $5690.00%11 00.0% — 不变
WD WALKER & DUNLOP INC COM $5730.00%12 00.0% — 不变
CLF CLEVELAND-CLIFFS INC NEW COM $5760.00%61 00.0% — 不变
— ECB BANCORP INC COM $5760.00%29 00.0% — 不变
— PROSHARES ULTRA XRP ETF $5790.00%50 50— $579 新建仓
CNK CINEMARK HLDGS INC COM $5810.00%18 00.0% — 不变
S SENTINELONE INC CL A $5830.00%32 00.0% — 不变
SPT SPROUT SOCIAL INC COM CL A $5860.00%77 00.0% — 不变
ESTC ELASTIC N V ORD SHS $5870.00%10 -1-9.1% -$59 减仓
MTH MERITAGE HOMES CORP COM $5900.00%8 -1-11.1% -$74 减仓
AAL AMERICAN AIRLINES GROUP INC COM $5920.00%40 00.0% — 不变
SFM SPROUTS FMRS MKT INC COM $5920.00%8 8— $592 新建仓
OSK OSHKOSH CORP COM $5950.00%4 -4-50.0% -$595 减仓
— SR BANCORP INC COM $5970.00%31 00.0% — 不变
— BRT APARTMENTS CORP COM $5980.00%40 00.0% — 不变
ACIW ACI WORLDWIDE INC COM $6020.00%11 00.0% — 不变
— BRAEMAR HOTELS & RESORTS INC COM $6030.00%279 00.0% — 不变
HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF $6060.00%7 -5-41.7% -$433 减仓
HPP HUDSON PACIFIC PROPERTIES INC COM $6060.00%42 00.0% — 不变
PII POLARIS INC COM $6130.00%8 -1-11.1% -$77 减仓
CMC COMMERCIAL METALS CO COM $6130.00%9 9— $613 新建仓
TFLO ISHARES TREASURY FLOATING RATE BOND ETF $6170.00%12 -1-7.7% -$51 减仓
MUSA MURPHY USA INC COM $6180.00%1 00.0% — 不变
— PACER INDUSTRIAL REAL ESTATE ETF $6220.00%15 -7-31.8% -$290 减仓
Z ZILLOW GROUP INC CL C CAP STK $6270.00%20 -8-28.6% -$251 减仓
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF $6280.00%19 00.0% — 不变
GFF GRIFFON CORP COM $6280.00%7 00.0% — 不变
PPTA PERPETUA RESOURCES CORP COM $6290.00%34 34— $629 新建仓
KMX CARMAX INC COM $6320.00%11 -7-38.9% -$402 减仓
TRUP TRUPANION INC COM $6360.00%26 26— $636 新建仓
CORT CORCEPT THERAPEUTICS INC COM $6360.00%7 7— $636 新建仓
MSM MSC INDL DIRECT INC CL A $6410.00%5 00.0% — 不变
EIG EMPLOYERS HLDGS INC COM $6420.00%13 00.0% — 不变
GFS GLOBALFOUNDRIES INC ORDINARY SHARES $6430.00%11 00.0% — 不变
RRX REGAL REXNORD CORPORATION COM $6440.00%3 00.0% — 不变
ETSY ETSY INC COM $6440.00%8 00.0% — 不变
ASB ASSOCIATED BANC-CORP COM $6450.00%21 00.0% — 不变
SCL STEPAN CO COM $6480.00%11 00.0% — 不变
— BLUE RIDGE BANKSHARES INC VA COM $6490.00%192 00.0% — 不变
— MEDIWOUND LTD SHS NEW $6490.00%45 45— $649 新建仓
ACAD ACADIA PHARMACEUTICALS INC COM $6490.00%26 26— $649 新建仓
FLG FLAGSTAR BANK NATIONAL ASSOCIA COM NEW $6550.00%44 00.0% — 不变
SPXC SPX TECHNOLOGIES INC COM $6570.00%3 00.0% — 不变
CURV TORRID HLDGS INC COM $6570.00%276 276— $657 新建仓
GTLB GITLAB INC CLASS A COM $6580.00%21 00.0% — 不变
CYTK CYTOKINETICS INC COM NEW $6580.00%8 8— $658 新建仓
VGNT VERSIGENT PLC ORDINARY SHARES $6590.00%16 00.0% — 不变
VVV VALVOLINE INC COM $6640.00%17 00.0% — 不变
AES AES CORP COM $6690.00%45 821.6% $119 加仓
NPO ENPRO INC COM $6710.00%2 -1-33.3% -$336 减仓
KODK EASTMAN KODAK CO COM NEW $6720.00%81 00.0% — 不变
W WAYFAIR INC CL A $6740.00%8 00.0% — 不变
TNDM TANDEM DIABETES CARE INC COM NEW $6760.00%40 00.0% — 不变
TFSL TFS FINL CORP COM $6770.00%37 00.0% — 不变
BXMT BLACKSTONE MORTGAGE TRUST INC COM CL A $6830.00%41 12.5% $17 加仓
MOS MOSAIC CO COM $6830.00%30 942.9% $205 加仓
STLA STELLANTIS N.V SHS $6840.00%118 -124-51.2% -$719 减仓
STC STEWART INFORMATION SVCS CORP COM $6970.00%10 00.0% — 不变
— COSTAMARE BULKERS HLDGS LTD COM SHS $6970.00%37 00.0% — 不变
— MODIV INDUSTRIAL INC COM STK CL C $6970.00%38 00.0% — 不变
CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF $6980.00%25 -11-30.6% -$307 减仓
ANIP ANI PHARMACEUTICALS INC COM $6980.00%9 00.0% — 不变
DCO DUCOMMUN INC DEL COM $6980.00%4 00.0% — 不变
— BCB BANCORP INC COM $7000.00%68 00.0% — 不变
— LONGEVERON INC CL A NEW $7050.00%1,125 00.0% — 不变
FER FERROVIAL NV ORD SHS $7050.00%11 00.0% — 不变
PTCT PTC THERAPEUTICS INC COM $7060.00%9 00.0% — 不变
AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A $7100.00%40 00.0% — 不变
CWST CASELLA WASTE SYS INC CL A $7230.00%8 8— $723 新建仓
SYNA SYNAPTICS INC COM $7240.00%6 00.0% — 不变
RCI ROGERS COMMUNICATIONS INC CL B $7250.00%22 -4-15.4% -$132 减仓
— TAYLOR MORRISON HOME CORP COM $7250.00%10 00.0% — 不变
DSGR DISTRIBUTION SOLUTIONS GRP INC COM $7250.00%21 00.0% — 不变
INVA INNOVIVA INC COM $7290.00%34 -149-81.4% -$3,195 减仓
BCE BCE INC COM NEW $7300.00%34 20142.9% $429 加仓
HAUZ XTRACKERS INTERNATIONAL REAL ESTATE ETF $7320.00%32 32— $732 新建仓
SN SHARKNINJA INC COM SHS $7360.00%5 00.0% — 不变
NEWT NEWTEKONE INC COM NEW $7370.00%50 00.0% — 不变
RBRK RUBRIK INC. CL A $7370.00%10 225.0% $147 加仓
MARA MARA HOLDINGS INC COM $7450.00%60 00.0% — 不变
MGEE MGE ENERGY INC COM $7470.00%9 9— $747 新建仓
ALGM ALLEGRO MICROSYSTEMS INC COM $7480.00%15 00.0% — 不变
TSEM TOWER SEMICONDUCTOR LTD SHS NEW $7490.00%3 3— $749 新建仓
NMIH NMI HLDGS INC COM $7500.00%18 00.0% — 不变
WAL WESTERN ALLIANCE BANCORP COM $7510.00%9 00.0% — 不变
EFC ELLINGTON FINANCIAL INC COM $7530.00%56 00.0% — 不变
WT WISDOMTREE INC COM $7570.00%38 00.0% — 不变
KSS KOHLS CORP COM $7610.00%40 00.0% — 不变