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
BKSY BLACKSKY TECHNOLOGY INC CL A NEW $1,1250.00%50 00.0% — 不变
CRC CALIFORNIA RES CORP COM STOCK $1,1310.00%21 21— $1,131 新建仓
GLNG GOLAR LNG LTD SHS $1,1440.00%23 00.0% — 不变
VECO VEECO INSTRS INC DEL COM $1,1470.00%21 00.0% — 不变
SD SANDRIDGE ENERGY INC COM NEW $1,1480.00%82 57228.0% $798 加仓
DVA DAVITA INC COM $1,1600.00%5 00.0% — 不变
GLOB GLOBANT S A COM $1,1650.00%38 -2-5.0% -$61 减仓
RIOT RIOT PLATFORMS INC COM $1,1690.00%50 00.0% — 不变
ASAN ASANA INC CL A $1,1700.00%170 00.0% — 不变
CBT CABOT CORP COM $1,1760.00%13 -1-7.1% -$90 减仓
GRAB GRAB HOLDINGS LIMITED CLASS A ORD $1,1790.00%352 00.0% — 不变
CRVL CORVEL CORP COM $1,1800.00%20 20— $1,180 新建仓
GO GROCERY OUTLET HLDG CORP COM $1,1810.00%126 126— $1,181 新建仓
SNEX STONEX GROUP INC COM $1,1840.00%16 545.5% $370 加仓
FPI FARMLAND PARTNERS INC COM $1,1900.00%123 -32-20.6% -$310 减仓
TAP MOLSON COORS BEVERAGE CO CL B $1,1930.00%29 17141.7% $699 加仓
SM SM ENERGY COMPANY COM $1,1950.00%36 36— $1,195 新建仓
BHF BRIGHTHOUSE FINL INC COM $1,1990.00%19 00.0% — 不变
CAI CARIS LIFE SCIENCES INC COM $1,2000.00%78 00.0% — 不变
FFIV F5 INC COM $1,2020.00%3 00.0% — 不变
CDE COEUR MNG INC COM NEW $1,2040.00%76 -10-11.6% -$158 减仓
SKYD PARAMOUNT SKYDANCE CORP COM CL B $1,2060.00%137 -41-23.0% -$361 减仓
— EPSILON ENERGY LTD COM $1,2110.00%214 146214.7% $826 加仓
TPG TPG INC COM CL A $1,2120.00%29 00.0% — 不变
IX ORIX CORP SPONSORED ADR $1,2160.00%30 00.0% — 不变
RDW REDWIRE CORPORATION COM $1,2230.00%136 00.0% — 不变
RPD RAPID7 INC COM $1,2290.00%124 6196.8% $605 加仓
FDS FACTSET RESH SYS INC COM $1,2320.00%5 125.0% $246 加仓
PK PARK HOTELS & RESORTS INC COM $1,2500.00%83 00.0% — 不变
— QORVO INC COM $1,2530.00%14 00.0% — 不变
BOW BOWHEAD SPECIALTY HLDGS INC COM SHS $1,2570.00%43 1659.3% $468 加仓
GPK GRAPHIC PACKAGING HLDG CO COM $1,2630.00%114 5696.6% $620 加仓
TNET TRINET GROUP INC COM $1,2650.00%21 15250.0% $904 重新持有
LMB LIMBACH HLDGS INC COM $1,2820.00%17 00.0% — 不变
PSO PEARSON PLC SPONSORED ADR $1,2870.00%80 2750.9% $434 加仓
CDW CDW CORP COM $1,2980.00%10 -7-41.2% -$909 减仓
UHT UNIVERSAL HEALTH RLTY INCOME SH BEN INT $1,2990.00%30 00.0% — 不变
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW $1,3000.00%58 1534.9% $336 加仓
HRB BLOCK H & R INC COM $1,3050.00%33 23230.0% $910 加仓
WFRD WEATHERFORD INTL PLC ORD SHS $1,3070.00%15 00.0% — 不变
SLG SL GREEN RLTY CORP COM $1,3110.00%26 -1-3.7% -$50 减仓
GIB CGI INC CL A SUB VTG $1,3130.00%20 981.8% $591 加仓
MDXG MIMEDX GROUP INC COM $1,3140.00%315 315— $1,314 新建仓
FOX FOX CORP CL B COM $1,3160.00%26 630.0% $304 加仓
TDC TERADATA CORP DEL COM $1,3200.00%47 00.0% — 不变
UE URBAN EDGE PPTYS COM $1,3200.00%57 00.0% — 不变
ONB OLD NATL BANCORP IND COM $1,3200.00%50 1128.2% $290 加仓
DRS LEONARDO DRS INC COM $1,3310.00%29 16123.1% $734 加仓
PINE ALPINE INCOME PPTY TR INC COM $1,3360.00%64 00.0% — 不变
USAC USA COMPRESSION PARTNERS LP COM UNIT LTDPAR $1,3440.00%50 00.0% — 不变
CBSH COMMERCE BANCSHARES INC COM $1,3500.00%23 23— $1,350 新建仓
— NAVIENT CORPORATION COM $1,3520.00%157 10.6% $9 加仓
— NI HLDGS INC COM $1,3520.00%85 00.0% — 不变
CMCL CALEDONIA MNG CORP SHS NEW $1,3590.00%73 00.0% — 不变
LKQ LKQ CORP COM $1,3630.00%54 -128-70.3% -$3,231 减仓
— NATHANS FAMOUS INC COM $1,3640.00%14 00.0% — 不变
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW $1,3660.00%52 -12-18.8% -$315 减仓
AIT APPLIED INDL TECHNOLOGIES INC COM $1,3660.00%4 00.0% — 不变
GNW GENWORTH FINL INC COM SHS $1,3700.00%137 00.0% — 不变
UHAL/B U HAUL HOLDING COMPANY COM SER N $1,3810.00%22 00.0% — 不变
BBY BEST BUY INC COM $1,3940.00%16 12300.0% $1,046 加仓
TTEK TETRA TECH INC NEW COM $1,3990.00%45 -11-19.6% -$342 减仓
TME TENCENT MUSIC ENTMT GROUP SPON ADS $1,4050.00%160 00.0% — 不变
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF $1,4140.00%15 00.0% — 不变
IGF ISHARES GLOBAL INFRASTRUCTURE ETF $1,4170.00%21 -41-66.1% -$2,767 减仓
ICUI ICU MED INC COM $1,4170.00%9 00.0% — 不变
ARCB ARCBEST CORP COM $1,4340.00%9 00.0% — 不变
DBX DROPBOX INC CL A $1,4350.00%50 00.0% — 不变
SNN SMITH & NEPHEW PLC SPDN ADR NEW $1,4370.00%48 -1-2.0% -$30 减仓
DCI DONALDSON INC COM $1,4740.00%16 -1-5.9% -$92 减仓
SMPL SIMPLY GOOD FOODS CO COM $1,4740.00%140 140— $1,474 新建仓
ZION ZIONS BANCORPORATION NATL ASSN COM $1,4810.00%21 -1-4.5% -$71 减仓
COHU COHU INC COM $1,4850.00%27 00.0% — 不变
KD KYNDRYL HLDGS INC COMMON STOCK $1,4910.00%128 -39-23.4% -$454 减仓
OWL BLUE OWL CAPITAL INC COM CL A $1,4960.00%163 -15-8.4% -$138 减仓
AR ANTERO RESOURCES CORP COM $1,5170.00%43 37.5% $106 重新持有
UTMD UTAH MED PRODS INC COM $1,5220.00%22 11100.0% $761 加仓
CUZ COUSINS PPTYS INC COM NEW $1,5230.00%49 00.0% — 不变
CLH CLEAN HARBORS INC COM $1,5310.00%5 00.0% — 不变
XLG INVESCO S&P 500 TOP 50 ETF $1,5320.00%25 00.0% — 不变
JSMD JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF $1,5350.00%16 00.0% — 不变
GII STATE STREET SPDR S&P GLOBAL INFRASTRUCTURE ETF $1,5380.00%20 -10-33.3% -$769 减仓
CNH CNH INDL N V SHS $1,5410.00%144 3835.8% $407 加仓
TIGR UP FINTECH HLDG LTD SPONSORED ADS $1,5510.00%309 00.0% — 不变
MOH MOLINA HEALTHCARE INC COM $1,5520.00%7 375.0% $665 加仓
PNFP PINNACLE FINL PARTNERS INC COM $1,5580.00%16 545.5% $487 加仓
HP HELMERICH & PAYNE INC COM $1,5590.00%44 -43-49.4% -$1,524 减仓
THC TENET HEALTHCARE CORP COM NEW $1,5630.00%8 -3-27.3% -$586 减仓
KMPR KEMPER CORP COM $1,5650.00%57 57— $1,565 新建仓
LCII LCI INDS COM $1,5670.00%15 00.0% — 不变
MTN VAIL RESORTS INC COM $1,5940.00%11 00.0% — 不变
MAA MID-AMER APT CMNTYS INC COM $1,6020.00%12 -1-7.7% -$134 减仓
CBZ CBIZ INC COM $1,6140.00%40 28233.3% $1,130 加仓
BIZD VANECK BDC INCOME ETF $1,6200.00%130 -37-22.2% -$461 减仓
PLNT PLANET FITNESS MASTER ISSUER L CL A $1,6220.00%30 30— $1,622 新建仓
— PUTNAM BDC INCOME ETF $1,6370.00%62 -19-23.5% -$502 减仓
TECH BIO-TECHNE CORP COM $1,6510.00%23 -64-73.6% -$4,594 减仓
GRFS GRIFOLS S A SP ADR REP B NVT $1,6630.00%211 211— $1,663 新建仓
AMKR AMKOR TECHNOLOGY INC COM $1,6740.00%25 00.0% — 不变
MMSI MERIT MED SYS INC COM $1,6820.00%23 23— $1,682 新建仓