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 |
|---|---|---|---|---|---|---|---|---|
| DIOD | DIODES INC COM | $1,125 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC COM | $1,130 | 0.00% | 8 | 6 | 300.0% | $848 | 加仓 |
| CTA | SIMPLIFY MANAGED FUTURES STRATEGY ETF | $1,132 | 0.00% | 36 | 1 | 2.9% | $31 | 加仓 |
| — | PROASSURANCE CORP COM | $1,135 | 0.00% | 46 | 15 | 48.4% | $370 | 加仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $1,141 | 0.00% | 15 | 15 | — | $1,141 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $1,142 | 0.00% | 41 | 20 | 95.2% | $557 | 加仓 |
| KODK | EASTMAN KODAK CO COM NEW | $1,143 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| SLG | SL GREEN RLTY CORP COM | $1,144 | 0.00% | 27 | 1 | 3.8% | $42 | 加仓 |
| SIG | SIGNET JEWELERS LIMITED SHS | $1,148 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $1,150 | 0.00% | 28 | 1 | 3.7% | $41 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $1,152 | 0.00% | 68 | 12 | 21.4% | $203 | 加仓 |
| CNA | CNA FINL CORP COM | $1,158 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| KT | KT CORP SPONSORED ADR | $1,158 | 0.00% | 54 | 54 | — | $1,158 | 新建仓 |
| BGS | B & G FOODS INC COM | $1,177 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| RDW | REDWIRE CORPORATION COM | $1,182 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| AORT | ARTIVION INC COM | $1,186 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SNEX | STONEX GROUP INC COM | $1,189 | 0.00% | 11 | -243 | -95.7% | -$2.63万 | 重新持有 |
| AMC | AMC ENTMT HLDGS INC CL A NEW | $1,190 | 0.00% | 748 | 733 | 4,886.7% | $1,166 | 加仓 |
| — | CLIPPER RLTY INC COM | $1,191 | 0.00% | 372 | -1,139 | -75.4% | -$3,647 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC COM | $1,192 | 0.00% | 19 | -3 | -13.6% | -$188 | 减仓 |
| USFD | US FOODS HLDG CORP COM | $1,196 | 0.00% | 13 | 10 | 333.3% | $920 | 加仓 |
| RR | RICHTECH ROBOTICS INC CL B | $1,205 | 0.00% | 500 | 500 | — | $1,205 | 新建仓 |
| IDT | IDT CORP CL B NEW | $1,208 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| UHT | UNIVERSAL HEALTH RLTY INCOME SH BEN INT | $1,214 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| GNW | GENWORTH FINL INC COM SHS | $1,216 | 0.00% | 137 | 13 | 10.5% | $115 | 加仓 |
| Z | ZILLOW GROUP INC CL C CAP STK | $1,220 | 0.00% | 28 | -17 | -37.8% | -$741 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES INC COM | $1,222 | 0.00% | 4 | 2 | 100.0% | $611 | 加仓 |
| OSK | OSHKOSH CORP COM | $1,227 | 0.00% | 8 | 4 | 100.0% | $614 | 加仓 |
| CRK | COMSTOCK RES INC COM | $1,231 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| CVLT | COMMVAULT SYS INC COM | $1,234 | 0.00% | 12 | 12 | — | $1,234 | 新建仓 |
| PINE | ALPINE INCOME PPTY TR INC COM | $1,245 | 0.00% | 64 | 24 | 60.0% | $467 | 加仓 |
| UE | URBAN EDGE PPTYS COM | $1,247 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| ASAN | ASANA INC CL A | $1,250 | 0.00% | 170 | 170 | — | $1,250 | 新建仓 |
| CUZ | COUSINS PPTYS INC COM NEW | $1,258 | 0.00% | 49 | 1 | 2.1% | $26 | 加仓 |
| BIDU | BAIDU INC SPON ADR REP A | $1,263 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ARVN | ARVINAS INC COM | $1,263 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC CL A | $1,271 | 0.00% | 50 | 20 | 66.7% | $508 | 重新持有 |
| HIW | HIGHWOODS PPTYS INC COM | $1,281 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR COM | $1,287 | 0.00% | 3 | -2 | -40.0% | -$858 | 减仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $1,292 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $1,296 | 0.00% | 352 | 117 | 49.8% | $431 | 加仓 |
| COHU | COHU INC COM | $1,309 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| TR | TOOTSIE ROLL INDS INC COM | $1,310 | 0.00% | 31 | 28 | 933.3% | $1,183 | 重新持有 |
| GLNG | GOLAR LNG LTD SHS | $1,314 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CON | CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK | $1,316 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC COM | $1,316 | 0.00% | 94 | -216 | -69.7% | -$3,024 | 重新持有 |
| TPG | TPG INC COM CL A | $1,323 | 0.00% | 29 | 11 | 61.1% | $502 | 加仓 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $1,323 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC COM | $1,328 | 0.00% | 15 | 9 | 150.0% | $797 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $1,330 | 0.00% | 22 | 13 | 144.4% | $786 | 加仓 |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETF | $1,334 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC CL A | $1,347 | 0.00% | 31 | 30 | 3,000.0% | $1,304 | 加仓 |
| — | QORVO INC COM | $1,349 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $1,351 | 0.00% | 10 | 3 | 42.9% | $405 | 加仓 |
| MTN | VAIL RESORTS INC COM | $1,352 | 0.00% | 11 | -4 | -26.7% | -$492 | 减仓 |
| — | NAVIENT CORPORATION COM | $1,359 | 0.00% | 156 | 140 | 875.0% | $1,220 | 重新持有 |
| USAC | USA COMPRESSION PARTNERS LP COM UNIT LTDPAR | $1,368 | 0.00% | 50 | 50 | — | $1,368 | 新建仓 |
| IPAR | INTERPARFUMS INC COM | $1,376 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC COM | $1,395 | 0.00% | 17 | 1 | 6.2% | $82 | 加仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $1,409 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION COM | $1,411 | 0.00% | 34 | 4 | 13.3% | $166 | 加仓 |
| — | NATHANS FAMOUS INC COM | $1,413 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL COM | $1,414 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| PRIM | PRIMORIS SVCS CORP COM | $1,421 | 0.00% | 7 | 4 | 133.3% | $812 | 加仓 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $1,440 | 0.00% | 31 | -22 | -41.5% | -$1,022 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $1,449 | 0.00% | 11 | -17 | -60.7% | -$2,239 | 减仓 |
| — | TRI POINTE HOMES INC COM | $1,452 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | $1,457 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| TME | TENCENT MUSIC ENTMT GROUP SPON ADS | $1,466 | 0.00% | 160 | 48 | 42.9% | $440 | 加仓 |
| CDE | COEUR MNG INC COM NEW | $1,474 | 0.00% | 86 | 86 | — | $1,474 | 新建仓 |
| CAI | CARIS LIFE SCIENCES INC COM | $1,479 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $1,483 | 0.00% | 71 | 45 | 173.1% | $940 | 加仓 |
| RHI | ROBERT HALF INC. COM | $1,494 | 0.00% | 56 | -46 | -45.1% | -$1,227 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC SHS | $1,499 | 0.00% | 20 | 20 | — | $1,499 | 新建仓 |
| TTD | THE TRADE DESK INC COM CL A | $1,502 | 0.00% | 61 | -5 | -7.6% | -$123 | 减仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC COM | $1,504 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC COM CL A | $1,519 | 0.00% | 14 | 14 | — | $1,519 | 新建仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $1,534 | 0.00% | 25 | 5 | 25.0% | $307 | 加仓 |
| SNN | SMITH & NEPHEW PLC SPDN ADR NEW | $1,535 | 0.00% | 49 | 27 | 122.7% | $846 | 加仓 |
| REXR | REXFORD INDL RLTY INC COM | $1,540 | 0.00% | 44 | 1 | 2.3% | $35 | 加仓 |
| BROS | DUTCH BROS INC CL A | $1,544 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| NECB | NORTHEAST CMNTY BANCORP INC COM | $1,547 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| — | LXP INDUSTRIAL TRUST COM | $1,553 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP COM | $1,560 | 0.00% | 16 | 11 | 220.0% | $1,072 | 加仓 |
| CLH | CLEAN HARBORS INC COM | $1,569 | 0.00% | 5 | 3 | 150.0% | $941 | 重新持有 |
| AGNC | AGNC INVT CORP COM | $1,579 | 0.00% | 148 | 5 | 3.5% | $53 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $1,585 | 0.00% | 13 | -12 | -48.0% | -$1,463 | 减仓 |
| GLOB | GLOBANT S A COM | $1,604 | 0.00% | 40 | -7 | -14.9% | -$281 | 减仓 |
| CMCL | CALEDONIA MNG CORP SHS NEW | $1,615 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $1,616 | 0.00% | 44 | 1 | 2.3% | $37 | 加仓 |
| WEX | WEX INC COM | $1,620 | 0.00% | 11 | 4 | 57.1% | $589 | 加仓 |
| WFRD | WEATHERFORD INTL PLC ORD SHS | $1,630 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CZR | CAESARS ENTERTAINMENT INC NEW COM | $1,630 | 0.00% | 58 | 10 | 20.8% | $281 | 加仓 |
| FPI | FARMLAND PARTNERS INC COM | $1,636 | 0.00% | 155 | 1 | 0.6% | $11 | 加仓 |
| LCII | LCI INDS COM | $1,637 | 0.00% | 15 | 1 | 7.1% | $109 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC COM | $1,669 | 0.00% | 9 | -2 | -18.2% | -$371 | 减仓 |
| DEC | DIVERSIFIED ENERGY CO COMMON STOCK | $1,669 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC COM CL A | $1,675 | 0.00% | 55 | 55 | — | $1,675 | 新建仓 |
| PODD | INSULET CORP COM | $1,676 | 0.00% | 10 | -2 | -16.7% | -$335 | 减仓 |
| AWR | AMER STATES WTR CO COM | $1,682 | 0.00% | 23 | 9 | 64.3% | $658 | 加仓 |