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 |
|---|---|---|---|---|---|---|---|---|
| MOH | MOLINA HEALTHCARE INC COM | $769 | 0.00% | 4 | 2 | 100.0% | $384 | 加仓 |
| PENN | PENN ENTERTAINMENT INC COM | $770 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC CL A | $772 | 0.00% | 7 | 3 | 75.0% | $331 | 重新持有 |
| TNDM | TANDEM DIABETES CARE INC COM NEW | $777 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA COM SHS | $786 | 0.00% | 7 | 3 | 75.0% | $337 | 加仓 |
| DVA | DAVITA INC COM | $786 | 0.00% | 5 | 1 | 25.0% | $157 | 加仓 |
| FHN | FIRST HORIZON CORPORATION COM | $793 | 0.00% | 32 | 15 | 88.2% | $372 | 加仓 |
| — | WEYCO GROUP INC COM | $795 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| RYAN | RYAN SPECIALTY HOLDINGS INC CL A | $795 | 0.00% | 26 | 24 | 1,200.0% | $734 | 加仓 |
| FIG | FIGMA INC CLASS A COM STK | $797 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| CASS | CASS INFORMATION SYS INC COM | $802 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PSO | PEARSON PLC SPONSORED ADR | $803 | 0.00% | 53 | 2 | 3.9% | $30 | 加仓 |
| MCFT | MASTERCRAFT BOAT HLDGS INC COM | $809 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| GFS | GLOBALFOUNDRIES INC ORDINARY SHARES | $815 | 0.00% | 11 | 1 | 10.0% | $74 | 重新持有 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $822 | 0.00% | 18 | -5 | -21.7% | -$228 | 减仓 |
| MRTN | MARTEN TRANS LTD COM | $823 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC CL A | $825 | 0.00% | 32 | 30 | 1,500.0% | $773 | 加仓 |
| WASH | WASHINGTON TR BANCORP INC COM | $826 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | SEER INC COM CL A | $832 | 0.00% | 447 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC CLASS A COM | $836 | 0.00% | 128 | 128 | — | $836 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY COM | $837 | 0.00% | 40 | -185 | -82.2% | -$3,871 | 重新持有 |
| QTWO | Q2 HLDGS INC COM | $838 | 0.00% | 16 | 16 | — | $838 | 新建仓 |
| ALRS | ALERUS FINL CORP COM | $841 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ENVA | ENOVA INTL INC COM | $847 | 0.00% | 5 | 5 | — | $847 | 新建仓 |
| HIFS | HINGHAM INSTN SVGS MASS COM | $853 | 0.00% | 3 | -1 | -25.0% | -$284 | 减仓 |
| ACEL | ACCEL ENTERTAINMENT INC COM CL A1 | $861 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $861 | 0.00% | 2 | 2 | — | $861 | 新建仓 |
| — | PACER INDUSTRIAL REAL ESTATE ETF | $866 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC COM CL A | $871 | 0.00% | 7 | 3 | 75.0% | $373 | 加仓 |
| FIZZ | NATIONAL BEVERAGE CORP COM | $873 | 0.00% | 25 | 19 | 316.7% | $663 | 重新持有 |
| WEN | WENDYS CO COM | $884 | 0.00% | 134 | 86 | 179.2% | $567 | 加仓 |
| BWFG | BANKWELL FINL GROUP INC COM | $885 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $892 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $898 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP COM | $901 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| BCRX | BIOCRYST PHARMACEUTICALS INC COM | $903 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CTO | CTO RLTY GROWTH INC NEW COM | $906 | 0.00% | 44 | 25 | 131.6% | $515 | 加仓 |
| ATRC | ATRICURE INC COM | $912 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| CHCT | COMMUNITY HEALTHCARE TR INC COM | $918 | 0.00% | 52 | 28 | 116.7% | $494 | 加仓 |
| HMN | HORACE MANN EDUCATORS CORP NEW COM | $920 | 0.00% | 20 | 9 | 81.8% | $414 | 加仓 |
| — | STRATEGY SHARES NASDAQ 7HANDL INDEX ETF | $929 | 0.00% | 41 | 1 | 2.5% | $23 | 加仓 |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | $930 | 0.00% | 44 | 1 | 2.3% | $21 | 加仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC COM | $941 | 0.00% | 118 | 6 | 5.4% | $48 | 加仓 |
| PCYO | PURE CYCLE CORP COM NEW | $942 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND COM | $942 | 0.00% | 39 | 39 | — | $942 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $943 | 0.00% | 39 | -133 | -77.3% | -$3,216 | 减仓 |
| PK | PARK HOTELS & RESORTS INC COM | $944 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| CWK | CUSHMAN AND WAKEFIELD LTD COMMON SHARES | $945 | 0.00% | 65 | 65 | — | $945 | 新建仓 |
| HYGH | ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF | $951 | 0.00% | 12 | 1 | 9.1% | $79 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC CL B | $952 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP COM | $952 | 0.00% | 17 | 9 | 112.5% | $504 | 加仓 |
| — | SELECT MED HLDGS CORP COM | $953 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $954 | 0.00% | 34 | 1 | 3.0% | $28 | 加仓 |
| XRN | CHIRON REAL ESTATE INC COM NEW | $957 | 0.00% | 28 | 22 | 366.7% | $752 | 加仓 |
| INVX | INNOVEX INTERNATIONAL INC COM | $961 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC COM | $961 | 0.00% | 16 | 9 | 128.6% | $541 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $963 | 0.00% | 43 | 40 | 1,333.3% | $896 | 重新持有 |
| — | LONGEVERON INC CL A NEW | $964 | 0.00% | 1,125 | 0 | 0.0% | — | 不变 |
| ZG | ZILLOW GROUP INC CL A | $966 | 0.00% | 22 | 22 | — | $966 | 新建仓 |
| ONIT | ONITY GROUP INC COM NEW | $969 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEW | $978 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CNM | CORE & MAIN INC CL A | $981 | 0.00% | 20 | 9 | 81.8% | $441 | 加仓 |
| ORI | OLD REP INTL CORP COM | $982 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRA XRP ETF | $986 | 0.00% | 251 | 1 | 0.4% | $4 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW COM | $987 | 0.00% | 6 | 3 | 100.0% | $494 | 加仓 |
| RRC | RANGE RES CORP COM | $990 | 0.00% | 23 | 14 | 155.6% | $603 | 加仓 |
| PPLI | IAC INC COM NEW | $993 | 0.00% | 24 | 11 | 84.6% | $455 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | $994 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP SPONSORED ADR | $997 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC COM SHS | $998 | 0.00% | 21 | 7 | 50.0% | $333 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC COM | $1,001 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $1,008 | 0.00% | 10 | -134 | -93.1% | -$1.35万 | 减仓 |
| — | FORAFRIC GLOBAL PLC ORDINARY SHARES | $1,010 | 0.00% | 101 | 28 | 38.4% | $280 | 加仓 |
| NOG | NORTHERN OIL & GAS INC COM | $1,013 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC COM | $1,018 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC COM | $1,020 | 0.00% | 3 | 2 | 200.0% | $680 | 加仓 |
| RDDT | REDDIT INC CL A | $1,030 | 0.00% | 6 | -4 | -40.0% | -$687 | 减仓 |
| DTCR | GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF | $1,030 | 0.00% | 35 | 35 | — | $1,030 | 新建仓 |
| STNE | STONECO LTD COM CL A | $1,031 | 0.00% | 93 | 41 | 78.8% | $455 | 加仓 |
| CBT | CABOT CORP COM | $1,034 | 0.00% | 14 | 1 | 7.7% | $74 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY COM SER N | $1,036 | 0.00% | 22 | 22 | — | $1,036 | 新建仓 |
| FCPT | FOUR CORNERS PPTY TR INC COM | $1,038 | 0.00% | 42 | 1 | 2.4% | $25 | 加仓 |
| VECO | VEECO INSTRS INC DEL COM | $1,041 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ICUI | ICU MED INC COM | $1,054 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP COM | $1,055 | 0.00% | 22 | -2 | -8.3% | -$96 | 减仓 |
| ARCB | ARCBEST CORP COM | $1,064 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP COM | $1,077 | 0.00% | 52 | 5 | 10.6% | $104 | 加仓 |
| DX | DYNEX CAP INC COM | $1,081 | 0.00% | 81 | 10 | 14.1% | $133 | 加仓 |
| VSTS | VESTIS CORPORATION COM SHS | $1,085 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC COM | $1,088 | 0.00% | 29 | -19 | -39.6% | -$713 | 重新持有 |
| OKTA | OKTA INC CL A | $1,089 | 0.00% | 14 | 11 | 366.7% | $856 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $1,090 | 0.00% | 11 | 11 | — | $1,090 | 新建仓 |
| CNH | CNH INDL N V SHS | $1,094 | 0.00% | 106 | -100 | -48.5% | -$1,032 | 重新持有 |
| — | NI HLDGS INC COM | $1,095 | 0.00% | 85 | -228 | -72.8% | -$2,937 | 减仓 |
| HUN | HUNTSMAN CORP COM | $1,095 | 0.00% | 73 | -22 | -23.2% | -$330 | 减仓 |
| HTH | HILLTOP HLDGS INC COM | $1,096 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CSW | CSW INDUSTRIALS INC COM | $1,098 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $1,099 | 0.00% | 49 | 49 | — | $1,099 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. COM | $1,116 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP CL B COM | $1,119 | 0.00% | 20 | 5 | 33.3% | $280 | 加仓 |