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
CVLT COMMVAULT SYS INC COM $1,6830.00%12 00.0% — 不变
AMC AMC ENTMT HLDGS INC CL A NEW $1,6830.00%748 00.0% — 不变
NECB NORTHEAST CMNTY BANCORP INC COM $1,6900.00%64 00.0% — 不变
GNE GENIE ENERGY LTD CL B $1,6970.00%117 1413.6% $203 重新持有
TROX TRONOX HOLDINGS PLC SHS $1,7010.00%257 00.0% — 不变
NBIX NEUROCRINE BIOSCIENCES INC COM $1,7270.00%10 00.0% — 不变
TPL TEXAS PACIFIC LAND CORPORATION COM $1,7320.00%4 2100.0% $866 加仓
BROS DUTCH BROS INC CL A $1,7540.00%27 00.0% — 不变
NOG NORTHERN OIL & GAS INC COM $1,7640.00%80 42110.5% $926 加仓
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF $1,7650.00%35 35— $1,765 新建仓
RYAN RYAN SPECIALTY HOLDINGS INC CL A $1,7680.00%45 1973.1% $746 加仓
FTAI FTAI AVIATION LTD SHS $1,7800.00%8 114.3% $222 加仓
WMK WEIS MKTS INC COM $1,7930.00%23 18360.0% $1,403 加仓
HE HAWAIIAN ELEC INDS INC MTN BE COM $1,7950.00%132 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC COM NEW $1,8030.00%59 1843.9% $550 加仓
PNW PINNACLE WEST CAP CORP COM $1,8070.00%17 00.0% — 不变
CON CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK $1,8070.00%58 00.0% — 不变
AAMI ACADIAN ASSET MANAGEMENT INC COM $1,8110.00%22 00.0% — 不变
LVS LAS VEGAS SANDS CORP COM $1,8140.00%40 -31-43.7% -$1,406 减仓
ORC ORCHID IS CAP INC COM NEW $1,8200.00%272 235635.1% $1,572 重新持有
IPAR INTERPARFUMS INC COM $1,8330.00%15 00.0% — 不变
— LXP INDUSTRIAL TRUST COM $1,8350.00%30 00.0% — 不变
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK $1,8440.00%10 -1-9.1% -$184 减仓
CAE CAE INC COM $1,8450.00%76 -66-46.5% -$1,602 减仓
VSTS VESTIS CORPORATION COM SHS $1,8600.00%117 00.0% — 不变
COLM COLUMBIA SPORTSWEAR CO COM $1,9040.00%30 00.0% — 不变
INGR INGREDION INC COM $1,9100.00%19 00.0% — 不变
OKTA OKTA INC CL A $1,9140.00%14 00.0% — 不变
SOBO SOUTH BOW CORP COM $1,9240.00%50 00.0% — 不变
IDT IDT CORP CL B NEW $1,9260.00%30 730.4% $449 加仓
LEN/B LENNAR CORP CL B $1,9360.00%24 -4-14.3% -$323 减仓
ECHO ECHOSTAR CORP CL A $1,9380.00%21 -1-4.5% -$92 减仓
TDY TELEDYNE TECHNOLOGIES INC COM $1,9520.00%3 -1-25.0% -$651 减仓
AGI ALAMOS GOLD INC COM CL A $1,9550.00%64 64— $1,955 新建仓
PNR PENTAIR PLC SHS $1,9560.00%31 26.9% $126 加仓
BOX BOX INC CL A $1,9630.00%69 -60-46.5% -$1,707 减仓
CRL CHARLES RIV LABS INTL INC COM $1,9680.00%9 00.0% — 不变
WHR WHIRLPOOL CORP COM $1,9680.00%53 48960.0% $1,782 重新持有
AMSF AMERISAFE INC COM $1,9730.00%63 53530.0% $1,660 加仓
NTNX NUTANIX INC CL A $1,9740.00%37 619.4% $320 加仓
ST SENSATA TECHNOLOGIES HLDG PLC SHS $1,9760.00%43 -69-61.6% -$3,171 减仓
TTD THE TRADE DESK INC COM CL A $1,9870.00%113 5285.2% $914 加仓
SGI SOMNIGROUP INTERNATIONAL INC COM $2,0360.00%29 -11-27.5% -$772 减仓
HSHP HIMALAYA SHIPPING LTD ORD SHS $2,0530.00%132 00.0% — 不变
CRAI CRA INTL INC COM $2,0530.00%12 -1-7.7% -$171 减仓
KHC KRAFT HEINZ CO COM $2,0610.00%79 -369-82.4% -$9,627 减仓
CHRD CHORD ENERGY CORPORATION COM NEW $2,0610.00%15 -3-16.7% -$412 减仓
TSN TYSON FOODS INC CL A $2,0710.00%36 -8-18.2% -$460 减仓
RMBS RAMBUS INC DEL COM $2,0770.00%20 15.3% $104 加仓
RUM RUM GROUP INC COM CL A $2,0790.00%338 00.0% — 不变
OTEX OPEN TEXT CORP COM $2,0880.00%94 4591.8% $1,000 重新持有
DEC DIVERSIFIED ENERGY CO COMMON STOCK $2,0990.00%157 5553.9% $735 加仓
UNM UNUM GROUP COM $2,1070.00%24 00.0% — 不变
PDBA INVESCO AGRICULTURE COMMODITY STRATEGY NO K-1 ETF $2,1120.00%56 -29-34.1% -$1,094 减仓
EQNR EQUINOR ASA SPONSORED ADR $2,1180.00%53 715.2% $280 加仓
BWA BORGWARNER INC COM $2,1220.00%33 -8-19.5% -$514 减仓
UCTT ULTRA CLEAN HLDGS INC COM $2,1310.00%21 00.0% — 不变
CPNG COUPANG INC CL A $2,1410.00%137 2320.2% $359 加仓
AQN ALGONQUIN POWER & UTILITIES CO COM $2,1520.00%361 00.0% — 不变
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF $2,1520.00%24 850.0% $717 加仓
BYD BOYD GAMING CORP COM $2,1670.00%25 313.6% $260 加仓
SEIC SEI INVTS CO COM $2,1730.00%22 -8-26.7% -$790 减仓
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF $2,1730.00%122 00.0% — 不变
UDR UDR INC COM $2,1840.00%55 -5-8.3% -$199 减仓
OZK BANK OZK LITTLE ROCK ARK COM $2,1920.00%43 37.5% $153 加仓
LYB LYONDELLBASELL INDUSTRIES NV SHS - A - $2,1980.00%35 -39-52.7% -$2,449 减仓
INCY INCYTE CORP COM $2,2000.00%19 318.8% $347 加仓
FND FLOOR & DECOR HLDGS INC CL A $2,2220.00%41 00.0% — 不变
IEX IDEX CORP COM $2,2320.00%10 00.0% — 不变
EBF ENNIS INC COM $2,2340.00%105 00.0% — 不变
ORRF ORRSTOWN FINL SVCS INC COM $2,2340.00%54 00.0% — 不变
BG BUNGE GLOBAL SA COM SHS $2,2360.00%18 11157.1% $1,366 加仓
BIOA BIOAGE LABS INC COM $2,2380.00%102 00.0% — 不变
HIW HIGHWOODS PPTYS INC COM $2,2430.00%69 1835.3% $585 加仓
HRL HORMEL FOODS CORP COM $2,2430.00%89 3771.2% $932 加仓
HII HUNTINGTON INGALLS INDS INC COM $2,2440.00%8 -14-63.6% -$3,927 减仓
RLI RLI CORP COM $2,2460.00%38 1672.7% $946 加仓
FET FORUM ENERGY TECHNOLOGIES INC COM $2,2550.00%39 00.0% — 不变
RHI ROBERT HALF INC. COM $2,2760.00%56 00.0% — 不变
CVCO CAVCO INDS INC DEL COM $2,2800.00%4 00.0% — 不变
SSNC SS&C TECH HLDGS COM $2,2840.00%34 -8-19.0% -$537 减仓
RRC RANGE RES CORP COM $2,2860.00%59 36156.5% $1,395 加仓
FLOT ISHARES FLOATING RATE BOND ETF $2,2950.00%45 45— $2,295 新建仓
— SPOK HLDGS INC COM $2,3110.00%217 217— $2,311 新建仓
AGNC AGNC INVT CORP COM $2,3180.00%216 6845.9% $730 加仓
CHTR CHARTER COMMUNICATIONS INC CL A $2,3260.00%18 -3-14.3% -$388 减仓
CACI CACI INTL INC CL A $2,3370.00%5 -2-28.6% -$935 减仓
CRS CARPENTER TECHNOLOGY CORP COM $2,3510.00%4 00.0% — 不变
WU WESTERN UN CO COM $2,3750.00%280 4318.1% $365 加仓
POOL POOL CORP COM $2,3780.00%12 -14-53.8% -$2,774 减仓
TLK TELEKOMUNIKASI IND SPONSORED ADR $2,3790.00%160 00.0% — 不变
RDDT REDDIT INC CL A $2,3850.00%14 8133.3% $1,363 加仓
NTSK NETSKOPE INC CL A $2,3910.00%200 00.0% — 不变
RKT ROCKET COS INC COM CL A $2,3920.00%178 00.0% — 不变
— ISHARES HIGH YIELD CORPORATE BOND BUYWRITE STRATEGY ETF $2,4000.00%83 -164-66.4% -$4,742 减仓
SMG SCOTTS MIRACLE-GRO CO CL A $2,4050.00%35 -45-56.2% -$3,092 减仓
MGNX MACROGENICS INC COM $2,4080.00%560 00.0% — 不变
OMF ONEMAIN HLDGS INC COM $2,4190.00%40 411.1% $242 加仓
FRPT FRESHPET INC COM $2,4240.00%42 00.0% — 不变
BEN FRANKLIN RESOURCES INC COM $2,4340.00%75 1117.2% $357 加仓