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 |
|---|---|---|---|---|---|---|---|---|
| LYFT | LYFT INC CL A COM | $762 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| TFII | TFI INTERNATIONAL INC COM | $762 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| YELP | YELP INC CL A | $769 | 0.00% | 31 | 20 | 181.8% | $496 | 加仓 |
| — | TECNOGLASS INC COM SHS | $769 | 0.00% | 17 | 17 | — | $769 | 新建仓 |
| VNOM | VIPER ENERGY INC CL A | $770 | 0.00% | 17 | 2 | 13.3% | $91 | 加仓 |
| SLGN | SILGAN HLDGS INC COM | $774 | 0.00% | 17 | -68 | -80.0% | -$3,096 | 减仓 |
| WEX | WEX INC COM | $778 | 0.00% | 5 | -6 | -54.5% | -$934 | 减仓 |
| CASK | MGP INGREDIENTS INC NEW COM | $778 | 0.00% | 43 | 18 | 72.0% | $326 | 重新持有 |
| CNM | CORE & MAIN INC CL A | $788 | 0.00% | 18 | -2 | -10.0% | -$88 | 减仓 |
| FCG | FIRST TRUST NATURAL GAS ETF | $791 | 0.00% | 27 | 27 | — | $791 | 新建仓 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $803 | 0.00% | 37 | 1 | 2.8% | $22 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC COM | $805 | 0.00% | 30 | -243 | -89.0% | -$6,520 | 减仓 |
| MOG/A | MOOG INC CL A | $806 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BXDC | BLACKSTONE DIGITAL INFRASTRUCT COMMON STOCK | $806 | 0.00% | 40 | 40 | — | $806 | 新建仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD COMMON SHARES | $812 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| CNNE | CANNAE HLDGS INC COM | $815 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $818 | 0.00% | 17 | -1 | -5.6% | -$48 | 减仓 |
| ACEL | ACCEL ENTERTAINMENT INC COM CL A1 | $824 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| PRTH | PRIORITY TECHNOLOGY HLDGS INC COM | $824 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC COM NEW | $831 | 0.00% | 60 | 60 | — | $831 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $833 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MCFT | MASTERCRAFT BOAT HLDGS INC COM | $838 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| RR | RICHTECH ROBOTICS INC CL B | $840 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC COM | $840 | 0.00% | 3 | -1 | -25.0% | -$280 | 减仓 |
| AUR | AURORA INNOVATION INC CLASS A COM | $846 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $847 | 0.00% | 10 | -190 | -95.0% | -$1.61万 | 减仓 |
| ITIC | INVESTORS TITLE CO NC COM | $850 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HIFS | HINGHAM INSTN SVGS MASS COM | $864 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BFAM | BRIGHT HORIZONS FAM SOL IN DEL COM | $864 | 0.00% | 12 | 12 | — | $864 | 新建仓 |
| FIG | FIGMA INC CLASS A COM STK | $880 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| PCYO | PURE CYCLE CORP COM NEW | $881 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $890 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP COM | $891 | 0.00% | 23 | -35 | -60.3% | -$1,356 | 减仓 |
| IMKTA | INGLES MKTS INC CL A | $896 | 0.00% | 10 | 10 | — | $896 | 新建仓 |
| NWSA | NEWS CORP NEW CL A | $904 | 0.00% | 33 | 23 | 230.0% | $630 | 加仓 |
| VRNS | VARONIS SYS INC COM | $907 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FENC | FENNEC PHARMACEUTICALS INC COM | $908 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK COM | $911 | 0.00% | 16 | -1 | -5.9% | -$57 | 减仓 |
| VLGEA | VILLAGE SUPER MKT INC CL A NEW | $913 | 0.00% | 21 | 21 | — | $913 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $914 | 0.00% | 60 | 60 | — | $914 | 新建仓 |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | $921 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| GSHD | GOOSEHEAD INS INC COM CL A | $925 | 0.00% | 18 | 18 | — | $925 | 新建仓 |
| AVA | AVISTA CORP COM | $929 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| VIR | VIR BIOTECHNOLOGY INC COM | $935 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | STRATEGY SHARES NASDAQ 7HANDL INDEX ETF | $938 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC COM | $942 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC COM | $950 | 0.00% | 3 | -84 | -96.6% | -$2.66万 | 减仓 |
| DIOD | DIODES INC COM | $950 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $951 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| BCRX | BIOCRYST PHARMACEUTICALS INC COM | $951 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CHCT | COMMUNITY HEALTHCARE TR INC COM | $953 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| MNDY | MONDAY COM LTD SHS | $961 | 0.00% | 13 | -59 | -81.9% | -$4,361 | 重新持有 |
| HUN | HUNTSMAN CORP COM | $965 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| — | WEYCO GROUP INC COM | $967 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MRTN | MARTEN TRANS LTD COM | $970 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $972 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CTO | CTO RLTY GROWTH INC NEW COM | $975 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| XRT | STATE STREET SPDR S&P RETAIL ETF | $976 | 0.00% | 11 | 11 | — | $976 | 新建仓 |
| REPL | REPLIMUNE GROUP INC COM | $978 | 0.00% | 91 | 91 | — | $978 | 新建仓 |
| INVX | INNOVEX INTERNATIONAL INC COM | $979 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ARVN | ARVINAS INC COM | $983 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEW | $994 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $994 | 0.00% | 14 | 10 | 250.0% | $710 | 加仓 |
| CRK | COMSTOCK RES INC COM | $995 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO COM | $997 | 0.00% | 135 | 1 | 0.7% | $7 | 加仓 |
| ALRS | ALERUS FINL CORP COM | $997 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF | $998 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CLDT | CHATHAM LODGING TR COM | $998 | 0.00% | 74 | 1 | 1.4% | $13 | 加仓 |
| ONIT | ONITY GROUP INC COM NEW | $999 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| WASH | WASHINGTON TR BANCORP INC COM | $999 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP COM | $1,001 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $1,009 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BWFG | BANKWELL FINL GROUP INC COM | $1,012 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | $1,015 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| XRN | CHIRON REAL ESTATE INC COM NEW | $1,015 | 0.00% | 27 | -1 | -3.6% | -$38 | 减仓 |
| PTC | PTC INC COM | $1,018 | 0.00% | 9 | -12 | -57.1% | -$1,357 | 减仓 |
| AVTR | AVANTOR INC COM | $1,018 | 0.00% | 93 | 29 | 45.3% | $317 | 加仓 |
| LQDH | ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF | $1,018 | 0.00% | 11 | 11 | — | $1,018 | 新建仓 |
| HSIC | SCHEIN HENRY INC COM | $1,018 | 0.00% | 12 | 12 | — | $1,018 | 新建仓 |
| HMN | HORACE MANN EDUCATORS CORP NEW COM | $1,027 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION COM | $1,029 | 0.00% | 40 | 8 | 25.0% | $206 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC COM SHS | $1,035 | 0.00% | 18 | -3 | -14.3% | -$172 | 减仓 |
| ATRC | ATRICURE INC COM | $1,039 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP COM | $1,040 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PPLI | PEOPLE INC COM NEW | $1,043 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $1,044 | 0.00% | 54 | -14 | -20.6% | -$271 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC COM | $1,044 | 0.00% | 7 | -1 | -12.5% | -$149 | 减仓 |
| BLKB | BLACKBAUD INC COM | $1,051 | 0.00% | 34 | 34 | — | $1,051 | 新建仓 |
| — | FORAFRIC GLOBAL PLC ORDINARY SHARES | $1,070 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC SPON ADR REP A | $1,075 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC COM | $1,081 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IMXI | INTERNATIONAL MONEY EXPRESS COM | $1,097 | 0.00% | 83 | 57 | 219.2% | $753 | 加仓 |
| IOT | SAMSARA INC COM CL A | $1,100 | 0.00% | 33 | -22 | -40.0% | -$733 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC COM | $1,102 | 0.00% | 72 | -113 | -61.1% | -$1,730 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC COM | $1,102 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $1,104 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| HTH | HILLTOP HLDGS INC COM | $1,106 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP COM | $1,108 | 0.00% | 24 | -24 | -50.0% | -$1,108 | 减仓 |
| ENVA | ENOVA INTL INC COM | $1,112 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC COM CL A | $1,114 | 0.00% | 9 | -5 | -35.7% | -$619 | 减仓 |