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 |
|---|---|---|---|---|---|---|---|---|
| GNL | GLOBAL NET LEASE INC COM NEW | $3,701 | 0.00% | 404 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC COM | $3,726 | 0.00% | 32 | -10 | -23.8% | -$1,164 | 减仓 |
| XYL | XYLEM INC COM | $3,728 | 0.00% | 32 | -15 | -31.9% | -$1,748 | 减仓 |
| INSM | INSMED INC COM PAR $.01 | $3,732 | 0.00% | 35 | -25 | -41.7% | -$2,666 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC SUB VTG SHS | $3,754 | 0.00% | 96 | 18 | 23.1% | $704 | 加仓 |
| TU | TELUS CORPORATION COM | $3,767 | 0.00% | 369 | 342 | 1,266.7% | $3,491 | 重新持有 |
| NOV | NOV INC COM | $3,802 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| DSGX | DESCARTES SYS GROUP INC COM | $3,814 | 0.00% | 56 | 22 | 64.7% | $1,498 | 加仓 |
| DOCU | DOCUSIGN INC COM | $3,831 | 0.00% | 80 | -12 | -13.0% | -$575 | 减仓 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $3,840 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC COM SHS | $3,843 | 0.00% | 66 | -6 | -8.3% | -$349 | 减仓 |
| VOLT | TEMA ELECTRIFICATION ETF | $3,850 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $3,852 | 0.00% | 83 | -14 | -14.4% | -$650 | 减仓 |
| VICI | VICI PPTYS INC COM | $3,872 | 0.00% | 146 | -24 | -14.1% | -$636 | 减仓 |
| AGO | ASSURED GUARANTY LTD COM | $3,885 | 0.00% | 46 | -5 | -9.8% | -$422 | 减仓 |
| ATR | APTARGROUP INC COM | $3,885 | 0.00% | 30 | 2 | 7.1% | $259 | 加仓 |
| DX | DYNEX CAP INC COM | $3,885 | 0.00% | 300 | 219 | 270.4% | $2,836 | 加仓 |
| EWY | ISHARES MSCI SOUTH KOREA ETF | $3,920 | 0.00% | 23 | 23 | — | $3,920 | 新建仓 |
| CF | CF INDUSTRIES HOLD COM | $3,948 | 0.00% | 31 | 1 | 3.3% | $127 | 加仓 |
| AVY | AVERY DENNISON CORP COM | $3,954 | 0.00% | 25 | -22 | -46.8% | -$3,480 | 减仓 |
| COGT | COGENT BIOSCIENCES INC COM | $3,954 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR CL A COM | $3,958 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP COM | $3,973 | 0.00% | 25 | 15 | 150.0% | $2,384 | 加仓 |
| WSO | WATSCO INC COM | $3,982 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ASPN | ASPEN AEROGELS INC COM | $3,983 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC COM | $3,990 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ABUS | ARBUTUS BIOPHARMA CORP COM | $4,001 | 0.00% | 924 | 0 | 0.0% | — | 不变 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $4,030 | 0.00% | 44 | 30 | 214.3% | $2,748 | 加仓 |
| WDFC | WD 40 CO COM | $4,031 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $4,060 | 0.00% | 55 | 2 | 3.8% | $148 | 加仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $4,075 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP COM | $4,113 | 0.00% | 180 | 56 | 45.2% | $1,280 | 加仓 |
| LEN | LENNAR CORP CL A | $4,116 | 0.00% | 50 | 1 | 2.0% | $82 | 加仓 |
| GATX | GATX CORP COM | $4,148 | 0.00% | 23 | -21 | -47.7% | -$3,787 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $4,155 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC COM NEW | $4,173 | 0.00% | 24 | 8 | 50.0% | $1,391 | 加仓 |
| VPU | VANGUARD UTILITIES ETF | $4,198 | 0.00% | 21 | -1 | -4.5% | -$200 | 减仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $4,237 | 0.00% | 115 | 71 | 161.4% | $2,616 | 加仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $4,242 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINL INC COM | $4,245 | 0.00% | 134 | 34 | 34.0% | $1,077 | 加仓 |
| — | AVANOS MED INC COM | $4,247 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC COM | $4,248 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $4,263 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC COM | $4,290 | 0.00% | 13 | -21 | -61.8% | -$6,930 | 减仓 |
| ATI | ATI INC COM | $4,303 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $4,304 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC CL A | $4,305 | 0.00% | 191 | -95 | -33.2% | -$2,141 | 减仓 |
| CLX | CLOROX CO DEL COM | $4,309 | 0.00% | 45 | -15 | -25.0% | -$1,436 | 减仓 |
| TAN | INVESCO SOLAR ETF | $4,318 | 0.00% | 80 | -1 | -1.2% | -$54 | 减仓 |
| — | YIELDMAX ULTRA OPTION INCOME STRATEGY ETF | $4,353 | 0.00% | 160 | 20 | 14.3% | $544 | 加仓 |
| ALLY | ALLY FINL INC COM | $4,378 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $4,383 | 0.00% | 54 | 27 | 100.0% | $2,192 | 加仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $4,392 | 0.00% | 183 | -43 | -19.0% | -$1,032 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC SHS | $4,419 | 0.00% | 61 | 41 | 205.0% | $2,970 | 加仓 |
| USFD | US FOODS HLDG CORP COM | $4,419 | 0.00% | 46 | 33 | 253.8% | $3,170 | 加仓 |
| SF | STIFEL FINL CORP COM | $4,441 | 0.00% | 56 | -56 | -50.0% | -$4,441 | 减仓 |
| REG | REGENCY CTRS CORP COM | $4,466 | 0.00% | 54 | 4 | 8.0% | $331 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $4,486 | 0.00% | 124 | -2 | -1.6% | -$72 | 减仓 |
| AFRM | AFFIRM HLDGS INC COM CL A | $4,509 | 0.00% | 61 | 2 | 3.4% | $148 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $4,524 | 0.00% | 30 | 26 | 650.0% | $3,921 | 加仓 |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $4,563 | 0.00% | 180 | -312 | -63.4% | -$7,909 | 减仓 |
| WLFC | WILLIS LEASE FIN CORP COM | $4,576 | 0.00% | 69 | 69 | — | $4,576 | 新建仓 |
| UTES | VIRTUS REAVES UTILITIES ETF | $4,594 | 0.00% | 56 | -21 | -27.3% | -$1,723 | 减仓 |
| CUBE | CUBESMART COM | $4,597 | 0.00% | 112 | 20 | 21.7% | $821 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC COM | $4,598 | 0.00% | 141 | 20 | 16.5% | $652 | 加仓 |
| TEAM | ATLASSIAN CORPORATION CL A | $4,612 | 0.00% | 54 | 24 | 80.0% | $2,050 | 加仓 |
| DKS | DICKS SPORTING GOODS INC COM | $4,656 | 0.00% | 22 | -1 | -4.3% | -$212 | 减仓 |
| TXNM | TXNM ENERGY INC COM | $4,664 | 0.00% | 80 | 12 | 17.6% | $700 | 加仓 |
| BAX | BAXTER INTL INC COM | $4,718 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC COM | $4,770 | 0.00% | 19 | -1 | -5.0% | -$251 | 减仓 |
| LII | LENNOX INTL INC COM | $4,795 | 0.00% | 9 | -2 | -18.2% | -$1,066 | 减仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $4,800 | 0.00% | 22 | 22 | — | $4,800 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO COM | $4,815 | 0.00% | 164 | 31 | 23.3% | $910 | 加仓 |
| GLPI | GAMING & LEISURE P COM | $4,816 | 0.00% | 108 | 1 | 0.9% | $45 | 加仓 |
| IP | INTERNATIONAL PAPER CO COM | $4,820 | 0.00% | 127 | -89 | -41.2% | -$3,378 | 减仓 |
| MRNA | MODERNA INC COM | $4,820 | 0.00% | 83 | -44 | -34.6% | -$2,555 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $4,825 | 0.00% | 95 | 23 | 31.9% | $1,168 | 加仓 |
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $4,841 | 0.00% | 109 | -210 | -65.8% | -$9,327 | 减仓 |
| RGLD | ROYAL GOLD INC COM | $4,843 | 0.00% | 24 | -9 | -27.3% | -$1,816 | 减仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $4,845 | 0.00% | 209 | 11 | 5.6% | $255 | 加仓 |
| SDRL | SEADRILL LTD COM | $4,885 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $4,887 | 0.00% | 35 | -92 | -72.4% | -$1.28万 | 减仓 |
| FLUT | FLUTTER ENTMT PLC SHS | $4,890 | 0.00% | 49 | -53 | -52.0% | -$5,289 | 减仓 |
| OC | OWENS CORNING NEW COM | $4,895 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD REGISTERED SHS | $4,903 | 0.00% | 925 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR SH BEN INT | $4,914 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| GOOD | GLADSTONE COMMERCIAL CORP COM | $4,990 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC CL A | $4,997 | 0.00% | 67 | 12 | 21.8% | $895 | 加仓 |
| FSLR | FIRST SOLAR INC COM | $5,013 | 0.00% | 24 | 1 | 4.3% | $209 | 加仓 |
| AEG | AEGON LTD AMER REG 1 CERT | $5,038 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| PCTY | PAYLOCITY HLDG CORP COM | $5,073 | 0.00% | 42 | 24 | 133.3% | $2,899 | 加仓 |
| FOXA | FOX CORP CL A COM | $5,088 | 0.00% | 90 | -53 | -37.1% | -$2,996 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $5,116 | 0.00% | 16 | -14 | -46.7% | -$4,476 | 减仓 |
| FNV | FRANCO NEV CORP COM | $5,139 | 0.00% | 24 | -4 | -14.3% | -$856 | 减仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $5,146 | 0.00% | 103 | 103 | — | $5,146 | 新建仓 |
| PACS | PACS GROUP INC COM SHS | $5,182 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO COM CL A | $5,197 | 0.00% | 173 | 2 | 1.2% | $60 | 加仓 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $5,241 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC COM | $5,319 | 0.00% | 11 | -2 | -15.4% | -$967 | 减仓 |
| DC | DAKOTA GOLD CORP COM | $5,349 | 0.00% | 1,119 | 0 | 0.0% | — | 不变 |