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 |
|---|---|---|---|---|---|---|---|---|
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $1,693 | 0.00% | 64 | 12 | 23.1% | $317 | 加仓 |
| BIOA | BIOAGE LABS INC COM | $1,702 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD SHS | $1,711 | 0.00% | 7 | 4 | 133.3% | $978 | 加仓 |
| — | CRINETICS PHARMACEUTICALS INC COM | $1,712 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP COM | $1,723 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | CANTALOUPE INC COM | $1,725 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V SHS | $1,743 | 0.00% | 242 | -63 | -20.7% | -$454 | 减仓 |
| TTEK | TETRA TECH INC NEW COM | $1,746 | 0.00% | 56 | -585 | -91.3% | -$1.82万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC COM | $1,746 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MGNX | MACROGENICS INC COM | $1,764 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP COM | $1,766 | 0.00% | 50 | 28 | 127.3% | $989 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $1,780 | 0.00% | 4 | 4 | — | $1,780 | 新建仓 |
| BKSY | BLACKSKY TECHNOLOGY INC CL A NEW | $1,798 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| COLM | COLUMBIA SPORTSWEAR CO COM | $1,815 | 0.00% | 30 | 30 | — | $1,815 | 新建仓 |
| BYD | BOYD GAMING CORP COM | $1,850 | 0.00% | 22 | 14 | 175.0% | $1,177 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $1,891 | 0.00% | 178 | -3 | -1.7% | -$32 | 减仓 |
| EQNR | EQUINOR ASA SPONSORED ADR | $1,903 | 0.00% | 46 | 29 | 170.6% | $1,200 | 加仓 |
| JLL | JONES LANG LASALLE INC COM | $1,909 | 0.00% | 6 | 2 | 50.0% | $636 | 加仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $1,914 | 0.00% | 178 | -697 | -79.7% | -$7,495 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $1,918 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| YORW | YORK WTR CO COM | $1,922 | 0.00% | 66 | -152 | -69.7% | -$4,426 | 减仓 |
| CVCO | CAVCO INDS INC DEL COM | $1,936 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PCTY | PAYLOCITY HLDG CORP COM | $1,939 | 0.00% | 18 | 1 | 5.9% | $108 | 加仓 |
| OMF | ONEMAIN HLDGS INC COM | $1,939 | 0.00% | 36 | 16 | 80.0% | $862 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $1,940 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| LMB | LIMBACH HLDGS INC COM | $1,940 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP COM | $1,940 | 0.00% | 24 | -2,398 | -99.0% | -$19.38万 | 重新持有 |
| BEN | FRANKLIN RESOURCES INC COM | $1,945 | 0.00% | 64 | 10 | 18.5% | $304 | 加仓 |
| CRAI | CRA INTL INC COM | $1,970 | 0.00% | 13 | -63 | -82.9% | -$9,547 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC CL A | $1,981 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC COM | $1,982 | 0.00% | 19 | 1 | 5.6% | $104 | 加仓 |
| ORRF | ORRSTOWN FINL SVCS INC COM | $1,993 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| SKYW | SKYWEST INC COM | $1,998 | 0.00% | 24 | 24 | — | $1,998 | 新建仓 |
| TKR | TIMKEN CO COM | $2,008 | 0.00% | 19 | 1 | 5.6% | $106 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $2,019 | 0.00% | 11 | -132 | -92.3% | -$2.42万 | 减仓 |
| NWS | NEWS CORP NEW CL B | $2,028 | 0.00% | 69 | 64 | 1,280.0% | $1,881 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN BE COM | $2,031 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| HSHP | HIMALAYA SHIPPING LTD ORD SHS | $2,036 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| VEL | VELOCITY FINL INC COM | $2,049 | 0.00% | 106 | 28 | 35.9% | $541 | 加仓 |
| IFS | INTERCORP FINL SVCS INC SHS | $2,053 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP COM NEW | $2,057 | 0.00% | 11 | 8 | 266.7% | $1,496 | 加仓 |
| TIGR | UP FINTECH HLDG LTD SPONSORED ADS | $2,058 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| MGY | MAGNOLIA OIL & GAS CORP CL A | $2,072 | 0.00% | 68 | 23 | 51.1% | $701 | 加仓 |
| BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $2,105 | 0.00% | 91 | 1 | 1.1% | $23 | 加仓 |
| BSJS | INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | $2,128 | 0.00% | 98 | 2 | 2.1% | $43 | 加仓 |
| NTSK | NETSKOPE INC CL A | $2,154 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EBF | ENNIS INC COM | $2,158 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP COM | $2,158 | 0.00% | 10 | 9 | 900.0% | $1,942 | 加仓 |
| WU | WESTERN UN CO COM | $2,162 | 0.00% | 237 | -68 | -22.3% | -$620 | 减仓 |
| PNR | PENTAIR PLC SHS | $2,183 | 0.00% | 29 | -130 | -81.8% | -$9,786 | 减仓 |
| UDR | UDR INC COM | $2,189 | 0.00% | 60 | -9 | -13.0% | -$328 | 减仓 |
| SARO | STANDARDAERO INC COM | $2,209 | 0.00% | 88 | 85 | 2,833.3% | $2,134 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC COM | $2,219 | 0.00% | 185 | -51 | -21.6% | -$612 | 减仓 |
| BIZD | VANECK BDC INCOME ETF | $2,223 | 0.00% | 167 | 2 | 1.2% | $27 | 加仓 |
| RMBS | RAMBUS INC DEL COM | $2,242 | 0.00% | 19 | 6 | 46.2% | $708 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $2,261 | 0.00% | 8 | -8 | -50.0% | -$2,261 | 减仓 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $2,265 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $2,268 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| AQN | ALGONQUIN POWER & UTILITIES CO COM | $2,286 | 0.00% | 361 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC COM | $2,292 | 0.00% | 41 | 21 | 105.0% | $1,174 | 加仓 |
| GIS | GENERAL MILLS INC COM | $2,295 | 0.00% | 67 | 3 | 4.7% | $103 | 加仓 |
| FET | FORUM ENERGY TECHNOLOGIES INC COM | $2,312 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| GII | STATE STREET SPDR S&P GLOBAL INFRASTRUCTURE ETF | $2,317 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $2,324 | 0.00% | 19 | 5 | 35.7% | $612 | 加仓 |
| — | PUTNAM BDC INCOME ETF | $2,325 | 0.00% | 81 | 81 | — | $2,325 | 新建仓 |
| CDW | CDW CORP COM | $2,326 | 0.00% | 17 | -5 | -22.7% | -$684 | 重新持有 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $2,335 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW COM | $2,339 | 0.00% | 63 | 15 | 31.2% | $557 | 加仓 |
| LEN/B | LENNAR CORP CL B | $2,356 | 0.00% | 28 | 7 | 33.3% | $589 | 加仓 |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $2,359 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC CL A | $2,367 | 0.00% | 114 | -1,432 | -92.6% | -$2.97万 | 减仓 |
| BPOP | POPULAR INC COM NEW | $2,374 | 0.00% | 16 | 11 | 220.0% | $1,632 | 加仓 |
| MUR | MURPHY OIL CORP COM | $2,417 | 0.00% | 58 | -2 | -3.3% | -$83 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $2,455 | 0.00% | 27 | 11 | 68.8% | $1,000 | 加仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $2,455 | 0.00% | 167 | 145 | 659.1% | $2,132 | 加仓 |
| WAFD | WAFD INC COM | $2,463 | 0.00% | 70 | 1 | 1.4% | $35 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC COM | $2,470 | 0.00% | 34 | -7,646 | -99.6% | -$55.55万 | 重新持有 |
| RUM | RUMBLE INC COM CL A | $2,471 | 0.00% | 338 | 49 | 17.0% | $358 | 加仓 |
| RKT | ROCKET COS INC COM CL A | $2,509 | 0.00% | 178 | 74 | 71.2% | $1,043 | 加仓 |
| BKH | BLACK HILLS CORP COM | $2,511 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $2,526 | 0.00% | 173 | 7 | 4.2% | $102 | 加仓 |
| FRPT | FRESHPET INC COM | $2,528 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $2,528 | 0.00% | 4 | 3 | 300.0% | $1,896 | 加仓 |
| ECHO | ECHOSTAR CORP CL A | $2,582 | 0.00% | 22 | 22 | — | $2,582 | 新建仓 |
| TECK | TECK RESOURCES LTD CL B | $2,601 | 0.00% | 45 | 24 | 114.3% | $1,387 | 加仓 |
| CFR | CULLEN FROST BANKERS INC COM | $2,609 | 0.00% | 19 | 1 | 5.6% | $137 | 加仓 |
| EVR | EVERCORE INC CLASS A | $2,611 | 0.00% | 8 | -6 | -42.9% | -$1,958 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $2,621 | 0.00% | 114 | 13 | 12.9% | $299 | 加仓 |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $2,626 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| AIO | VIRTUS ARTIFICIAL INTELLIGENCE COM | $2,631 | 0.00% | 105 | 1 | 1.0% | $25 | 加仓 |
| VCYT | VERACYTE INC COM | $2,638 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $2,640 | 0.00% | 100 | 100 | — | $2,640 | 新建仓 |
| MORN | MORNINGSTAR INC COM | $2,673 | 0.00% | 17 | 3 | 21.4% | $472 | 加仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $2,674 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TLK | TELEKOMUNIKASI IND SPONSORED ADR | $2,682 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION COM NEW | $2,685 | 0.00% | 18 | 6 | 50.0% | $895 | 加仓 |
| ZS | ZSCALER INC COM | $2,686 | 0.00% | 19 | 11 | 137.5% | $1,555 | 加仓 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $2,688 | 0.00% | 47 | 26 | 123.8% | $1,487 | 加仓 |
| TROX | TRONOX HOLDINGS PLC SHS | $2,694 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP COM | $2,701 | 0.00% | 124 | 12 | 10.7% | $261 | 加仓 |