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 |
|---|---|---|---|---|---|---|---|---|
| HUBS | HUBSPOT INC COM | $2,707 | 0.00% | 11 | 8 | 266.7% | $1,969 | 加仓 |
| SEIC | SEI INVTS CO COM | $2,724 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP COM | $2,732 | 0.00% | 46 | 40 | 666.7% | $2,376 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $2,733 | 0.00% | 9 | 3 | 50.0% | $911 | 加仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $2,747 | 0.00% | 134 | 101 | 306.1% | $2,070 | 加仓 |
| TEAM | ATLASSIAN CORPORATION CL A | $2,771 | 0.00% | 30 | -12 | -28.6% | -$1,108 | 减仓 |
| PRI | PRIMERICA INC COM | $2,775 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION COM | $2,823 | 0.00% | 13 | 13 | — | $2,823 | 新建仓 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $2,827 | 0.00% | 117 | -105 | -47.3% | -$2,537 | 减仓 |
| DLB | DOLBY LABORATORIES INC COM CL A | $2,834 | 0.00% | 48 | 48 | — | $2,834 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $2,842 | 0.00% | 35 | 17 | 94.4% | $1,380 | 加仓 |
| SSNC | SS&C TECH HLDGS COM | $2,843 | 0.00% | 42 | 2 | 5.0% | $135 | 加仓 |
| CRBG | COREBRIDGE FINL INC COM | $2,846 | 0.00% | 100 | 89 | 809.1% | $2,533 | 加仓 |
| BFS | SAUL CTRS INC COM | $2,848 | 0.00% | 83 | 15 | 22.1% | $515 | 加仓 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $2,856 | 0.00% | 70 | -250 | -78.1% | -$1.02万 | 重新持有 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $2,871 | 0.00% | 58 | -38 | -39.6% | -$1,881 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC SUB VTG SHS | $2,886 | 0.00% | 78 | 9 | 13.0% | $333 | 加仓 |
| PTC | PTC INC COM | $2,889 | 0.00% | 21 | 10 | 90.9% | $1,376 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | $2,907 | 0.00% | 40 | 15 | 60.0% | $1,090 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $2,909 | 0.00% | 19 | 9 | 90.0% | $1,378 | 加仓 |
| TSN | TYSON FOODS INC CL A | $2,949 | 0.00% | 44 | 8 | 22.2% | $536 | 加仓 |
| ALAB | ASTERA LABS INC COM | $3,020 | 0.00% | 14 | 12 | 600.0% | $2,589 | 加仓 |
| AA | ALCOA CORP COM | $3,027 | 0.00% | 48 | 27 | 128.6% | $1,703 | 加仓 |
| JOE | ST JOE CO COM | $3,055 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ASPN | ASPEN AEROGELS INC COM | $3,105 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC COM | $3,139 | 0.00% | 31 | 7 | 29.2% | $709 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $3,155 | 0.00% | 38 | 35 | 1,166.7% | $2,906 | 加仓 |
| ACM | AECOM COM | $3,165 | 0.00% | 38 | -32 | -45.7% | -$2,665 | 减仓 |
| VLY | VALLEY NATL BANCORP COM | $3,181 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| WSBF | WATERSTONE FINL INC MD COM | $3,191 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC COM | $3,204 | 0.00% | 12 | -3 | -20.0% | -$801 | 减仓 |
| FAF | FIRST AMERN FINL CORP COM | $3,214 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| PDBA | INVESCO AGRICULTURE COMMODITY STRATEGY NO K-1 ETF | $3,217 | 0.00% | 85 | 85 | — | $3,217 | 新建仓 |
| NTST | NETSTREIT CORP COM | $3,231 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| BOX | BOX INC CL A | $3,253 | 0.00% | 129 | 69 | 115.0% | $1,740 | 加仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $3,275 | 0.00% | 49 | -26 | -34.7% | -$1,738 | 减仓 |
| TOL | TOLL BROTHERS INC COM | $3,295 | 0.00% | 24 | 2 | 9.1% | $275 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $3,320 | 0.00% | 37 | 1 | 2.8% | $90 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $3,321 | 0.00% | 72 | 18 | 33.3% | $830 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $3,323 | 0.00% | 21 | 14 | 200.0% | $2,215 | 加仓 |
| FORM | FORMFACTOR INC COM | $3,335 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC COM | $3,336 | 0.00% | 36 | 4 | 12.5% | $371 | 加仓 |
| GPC | GENUINE PARTS CO COM | $3,344 | 0.00% | 33 | -10 | -23.3% | -$1,013 | 减仓 |
| SLGN | SILGAN HLDGS INC COM | $3,354 | 0.00% | 85 | 48 | 129.7% | $1,894 | 加仓 |
| ONTO | ONTO INNOVATION INC COM | $3,355 | 0.00% | 11 | 3 | 37.5% | $915 | 加仓 |
| EVRG | EVERGY INC COM | $3,360 | 0.00% | 42 | 1 | 2.4% | $80 | 加仓 |
| PSI | INVESCO SEMICONDUCTORS ETF | $3,361 | 0.00% | 25 | 1 | 4.2% | $134 | 加仓 |
| — | INVESCO GLOBAL CLEAN ENERGY ETF | $3,371 | 0.00% | 157 | 1 | 0.6% | $21 | 加仓 |
| ESLT | ELBIT SYS LTD ORD | $3,406 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC COM | $3,417 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC COM | $3,418 | 0.00% | 22 | 21 | 2,100.0% | $3,263 | 重新持有 |
| SW | SMURFIT WESTROCK PLC SHS | $3,438 | 0.00% | 87 | 50 | 135.1% | $1,976 | 加仓 |
| CACI | CACI INTL INC CL A | $3,459 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| INMU | ISHARES INTERMEDIATE MUNI INCOME ACTIVE ETF | $3,500 | 0.00% | 146 | 1 | 0.7% | $24 | 加仓 |
| RVTY | REVVITY INC COM | $3,508 | 0.00% | 38 | 16 | 72.7% | $1,477 | 加仓 |
| — | UDEMY INC COM | $3,532 | 0.00% | 745 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 CO COM | $3,559 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| HP | HELMERICH & PAYNE INC COM | $3,577 | 0.00% | 87 | -3 | -3.3% | -$123 | 减仓 |
| CUBE | CUBESMART COM | $3,597 | 0.00% | 92 | 17 | 22.7% | $665 | 加仓 |
| ITT | ITT INC COM | $3,619 | 0.00% | 18 | 13 | 260.0% | $2,614 | 加仓 |
| UTL | UNITIL CORP COM | $3,630 | 0.00% | 72 | 14 | 24.1% | $706 | 加仓 |
| BAX | BAXTER INTL INC COM | $3,635 | 0.00% | 217 | 213 | 5,325.0% | $3,568 | 加仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $3,652 | 0.00% | 56 | 56 | — | $3,652 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP COM | $3,661 | 0.00% | 71 | 45 | 173.1% | $2,320 | 加仓 |
| GNL | GLOBAL NET LEASE INC COM NEW | $3,697 | 0.00% | 404 | 0 | 0.0% | — | 不变 |
| — | CSG SYS INTL INC COM | $3,697 | 0.00% | 46 | 46 | — | $3,697 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC COM | $3,698 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR CL A COM | $3,706 | 0.00% | 186 | -26 | -12.3% | -$518 | 减仓 |
| BSY | BENTLEY SYS INC COM CL B | $3,719 | 0.00% | 113 | 21 | 22.8% | $691 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC COM | $3,743 | 0.00% | 121 | 48 | 65.8% | $1,485 | 加仓 |
| PACS | PACS GROUP INC COM SHS | $3,748 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC COM | $3,753 | 0.00% | 12 | 6 | 100.0% | $1,876 | 加仓 |
| KAI | KADANT INC COM | $3,756 | 0.00% | 13 | 13 | — | $3,756 | 新建仓 |
| NOV | NOV INC COM | $3,763 | 0.00% | 187 | -98 | -34.4% | -$1,972 | 重新持有 |
| CAE | CAE INC COM | $3,765 | 0.00% | 142 | 101 | 246.3% | $2,678 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $3,776 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $3,791 | 0.00% | 53 | -54 | -50.5% | -$3,863 | 减仓 |
| — | AMERISERV FINL INC COM | $3,842 | 0.00% | 1,022 | 8 | 0.8% | $30 | 加仓 |
| CF | CF INDUSTRIES HOLD COM | $3,842 | 0.00% | 30 | 14 | 87.5% | $1,793 | 加仓 |
| LNT | ALLIANT ENERGY CORP COM | $3,845 | 0.00% | 53 | 8 | 17.8% | $580 | 加仓 |
| BIO | BIO RAD LABS INC CL A | $3,857 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $3,891 | 0.00% | 63 | 5 | 8.6% | $309 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $3,899 | 0.00% | 20 | 20 | — | $3,899 | 新建仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $3,920 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP COM | $3,934 | 0.00% | 50 | 5 | 11.1% | $393 | 加仓 |
| AFRM | AFFIRM HLDGS INC COM CL A | $3,942 | 0.00% | 59 | 30 | 103.4% | $2,004 | 加仓 |
| APTV | APTIV PLC COM SHS | $3,948 | 0.00% | 72 | -25 | -25.8% | -$1,371 | 减仓 |
| AMCR | AMCOR PLC COM NEW | $3,969 | 0.00% | 106 | -42 | -28.4% | -$1,573 | 减仓 |
| FTI | TECHNIPFMC PLC COM | $3,977 | 0.00% | 53 | 42 | 381.8% | $3,152 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $4,006 | 0.00% | 7 | 4 | 133.3% | $2,289 | 加仓 |
| TXNM | TXNM ENERGY INC COM | $4,024 | 0.00% | 68 | 36 | 112.5% | $2,130 | 加仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $4,029 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ABUS | ARBUTUS BIOPHARMA CORP COM | $4,066 | 0.00% | 924 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $4,094 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC CL A | $4,105 | 0.00% | 55 | -333 | -85.8% | -$2.49万 | 减仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $4,106 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| VOLT | TEMA ELECTRIFICATION ETF | $4,114 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CL A | $4,143 | 0.00% | 49 | -26 | -34.7% | -$2,198 | 减仓 |
| CCK | CROWN HLDGS INC COM | $4,144 | 0.00% | 42 | 25 | 147.1% | $2,467 | 加仓 |
| INVA | INNOVIVA INC COM | $4,145 | 0.00% | 183 | 169 | 1,207.1% | $3,828 | 加仓 |