Cornerstone Planning Group LLC
FAIRFIELD NJ · SEC CIK 0001822587
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BIO | BIO RAD LABS INC CL A | $2,448 | 0.00% | 8 | -7 | -46.7% | -$2,142 | 减仓 |
| ACI | ALBERTSONS COMPANIES INC COMMON STOCK | $2,467 | 0.00% | 169 | 169 | — | $2,467 | 新建仓 |
| ALB | ALBEMARLE CORP COM | $2,469 | 0.00% | 21 | -51 | -70.8% | -$5,996 | 减仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $2,486 | 0.00% | 122 | -12 | -9.0% | -$245 | 减仓 |
| OSIS | OSI SYSTEMS INC COM | $2,517 | 0.00% | 12 | -6 | -33.3% | -$1,258 | 减仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $2,525 | 0.00% | 118 | 69 | 140.8% | $1,476 | 加仓 |
| APA | APA CORPORATION COM | $2,533 | 0.00% | 70 | 36 | 105.9% | $1,303 | 加仓 |
| ACM | AECOM COM | $2,535 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| AWR | AMER STATES WTR CO COM | $2,535 | 0.00% | 29 | 6 | 26.1% | $524 | 加仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC COM | $2,538 | 0.00% | 323 | 205 | 173.7% | $1,611 | 加仓 |
| SCCO | SOUTHERN COPPER CORP COM | $2,541 | 0.00% | 13 | 9 | 225.0% | $1,759 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $2,544 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BKH | BLACK HILLS CORP COM | $2,549 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| EMA | EMERA INC COM | $2,554 | 0.00% | 47 | 47 | — | $2,554 | 新建仓 |
| WAFD | WAFD INC COM | $2,568 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $2,572 | 0.00% | 2 | -4 | -66.7% | -$5,144 | 减仓 |
| TECK | TECK RESOURCES LTD CL B | $2,574 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC COM | $2,592 | 0.00% | 8 | 2 | 33.3% | $648 | 加仓 |
| TKR | TIMKEN CO COM | $2,601 | 0.00% | 18 | -1 | -5.3% | -$144 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $2,606 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC COM | $2,608 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| VRRM | VERRA MOBILITY CORP CL A COM STK | $2,616 | 0.00% | 654 | 654 | — | $2,616 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY COM | $2,626 | 0.00% | 120 | 80 | 200.0% | $1,751 | 加仓 |
| FLO | FLOWERS FOODS INC COM | $2,642 | 0.00% | 320 | 283 | 764.9% | $2,337 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $2,646 | 0.00% | 154 | -19 | -11.0% | -$326 | 减仓 |
| EVR | EVERCORE INC CLASS A | $2,680 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $2,684 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC SHS | $2,715 | 0.00% | 61 | -26 | -29.9% | -$1,157 | 减仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGENCE COM | $2,716 | 0.00% | 104 | -1 | -1.0% | -$26 | 减仓 |
| HPQ | HP INC COM | $2,739 | 0.00% | 109 | 38 | 53.5% | $955 | 加仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $2,750 | 0.00% | 17 | -30 | -63.8% | -$4,853 | 减仓 |
| IFS | INTERCORP FINL SVCS INC SHS | $2,754 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $2,755 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| NWS | NEWS CORP NEW CL B | $2,755 | 0.00% | 89 | 20 | 29.0% | $619 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $2,760 | 0.00% | 31 | 31 | — | $2,760 | 新建仓 |
| — | VISTASHARES ELECTRIFICATION SUPERCYCLE ETF | $2,763 | 0.00% | 100 | 100 | — | $2,763 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $2,786 | 0.00% | 20 | 9 | 81.8% | $1,254 | 加仓 |
| BRBR | BELLRING BRANDS INC COMMON STOCK | $2,799 | 0.00% | 219 | 194 | 776.0% | $2,479 | 加仓 |
| TEM | TEMPUS AI INC CL A | $2,818 | 0.00% | 60 | 50 | 500.0% | $2,348 | 加仓 |
| FMS | FRESENIUS MEDICAL CARE AG SPONSORED ADR | $2,819 | 0.00% | 116 | 83 | 251.5% | $2,017 | 加仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $2,859 | 0.00% | 115 | -74 | -39.2% | -$1,840 | 减仓 |
| — | INVESCO GLOBAL CLEAN ENERGY ETF | $2,862 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC COM | $2,880 | 0.00% | 33 | -9 | -21.4% | -$785 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $2,889 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| JOE | ST JOE CO COM | $2,906 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $2,938 | 0.00% | 55 | -556 | -91.0% | -$2.97万 | 减仓 |
| QLYS | QUALYS INC COM | $2,945 | 0.00% | 21 | 14 | 200.0% | $1,963 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $2,951 | 0.00% | 311 | -62 | -16.6% | -$588 | 减仓 |
| CHDN | CHURCHILL DOWNS INC COM | $2,957 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| BFS | SAUL CTRS INC COM | $2,971 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| SARO | STANDARDAERO INC COM | $2,979 | 0.00% | 108 | 20 | 22.7% | $552 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $2,983 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC COM | $2,986 | 0.00% | 9 | -3 | -25.0% | -$995 | 减仓 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $3,004 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $3,037 | 0.00% | 50 | 50 | — | $3,037 | 新建仓 |
| SNX | TD SYNNEX CORPORATION COM | $3,039 | 0.00% | 12 | -1 | -7.7% | -$253 | 减仓 |
| MGY | MAGNOLIA OIL & GAS CORP CL A | $3,056 | 0.00% | 119 | 51 | 75.0% | $1,310 | 加仓 |
| UUUU | ENERGY FUELS INC COM NEW | $3,078 | 0.00% | 250 | 250 | — | $3,078 | 新建仓 |
| GL | GLOBE LIFE INC COM | $3,128 | 0.00% | 17 | 13 | 325.0% | $2,392 | 加仓 |
| BSY | BENTLEY SYS INC COM CL B | $3,133 | 0.00% | 105 | -8 | -7.1% | -$239 | 减仓 |
| PRI | PRIMERICA INC COM | $3,142 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $3,151 | 0.00% | 17 | -142 | -89.3% | -$2.63万 | 减仓 |
| ESLT | ELBIT SYS LTD ORD | $3,171 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| COUR | COURSERA INC COM | $3,183 | 0.00% | 596 | 596 | — | $3,183 | 新建仓 |
| CAG | CONAGRA BRANDS INC COM | $3,188 | 0.00% | 215 | 121 | 128.7% | $1,794 | 加仓 |
| VCYT | VERACYTE INC COM | $3,191 | 0.00% | 55 | -25 | -31.2% | -$1,450 | 减仓 |
| FTV | FORTIVE CORP COM | $3,194 | 0.00% | 53 | 7 | 15.2% | $422 | 加仓 |
| CFR | CULLEN FROST BANKERS INC COM | $3,196 | 0.00% | 20 | 1 | 5.3% | $160 | 加仓 |
| MTZ | MASTEC INC COM | $3,216 | 0.00% | 9 | -2 | -18.2% | -$715 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $3,228 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC COM | $3,248 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP COM | $3,258 | 0.00% | 45 | -25 | -35.7% | -$1,810 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC COM | $3,277 | 0.00% | 19 | -7 | -26.9% | -$1,207 | 减仓 |
| ITT | ITT INC COM | $3,284 | 0.00% | 17 | -1 | -5.6% | -$193 | 减仓 |
| FAF | FIRST AMERN FINL CORP COM | $3,314 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $3,355 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. COM | $3,355 | 0.00% | 14 | 9 | 180.0% | $2,157 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $3,370 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP COM | $3,405 | 0.00% | 234 | 1 | 0.4% | $15 | 加仓 |
| EFX | EQUIFAX INC COM | $3,409 | 0.00% | 20 | -43 | -68.3% | -$7,329 | 减仓 |
| ZS | ZSCALER INC COM | $3,414 | 0.00% | 24 | 5 | 26.3% | $711 | 加仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $3,422 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $3,432 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| NTST | NETSTREIT CORP COM | $3,433 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| WSBF | WATERSTONE FINL INC MD COM | $3,437 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC COM | $3,455 | 0.00% | 46 | -7 | -13.2% | -$526 | 减仓 |
| ARW | ARROW ELECTRS INC COM | $3,501 | 0.00% | 16 | -22 | -57.9% | -$4,814 | 减仓 |
| TROW | PRICE T ROWE GROUP INC COM | $3,504 | 0.00% | 30 | -1 | -3.2% | -$117 | 减仓 |
| — | CRINETICS PHARMACEUTICALS INC COM | $3,516 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $3,521 | 0.00% | 6 | -2 | -25.0% | -$1,174 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $3,549 | 0.00% | 20 | 1 | 5.3% | $177 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $3,576 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| UTL | UNITIL CORP COM | $3,596 | 0.00% | 65 | -7 | -9.7% | -$387 | 减仓 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $3,614 | 0.00% | 121 | -12 | -9.0% | -$358 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $3,641 | 0.00% | 60 | 25 | 71.4% | $1,517 | 加仓 |
| CASS | CASS INFORMATION SYS INC COM | $3,676 | 0.00% | 70 | 53 | 311.8% | $2,783 | 加仓 |
| EUHY | ISHARES EURO HIGH YIELD CORPORATE BOND USD HEDGED ETF | $3,688 | 0.00% | 69 | -135 | -66.2% | -$7,216 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $3,689 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SII | SPROTT INC COM NEW | $3,690 | 0.00% | 34 | 34 | — | $3,690 | 新建仓 |
| PSI | INVESCO SEMICONDUCTORS ETF | $3,693 | 0.00% | 24 | -1 | -4.0% | -$154 | 减仓 |