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 |
|---|---|---|---|---|---|---|---|---|
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $9,687 | 0.00% | 203 | 172 | 554.8% | $8,208 | 加仓 |
| JIVE | JPMORGAN INTERNATIONAL VALUE ETF | $9,638 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA SPONSORED ADR | $9,634 | 0.00% | 220 | -16 | -6.8% | -$701 | 减仓 |
| SYF | SYNCHRONY FINANCIAL COM | $9,551 | 0.00% | 131 | 25 | 23.6% | $1,823 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $9,534 | 0.00% | 309 | 32 | 11.6% | $987 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC COM | $9,515 | 0.00% | 130 | 26 | 25.0% | $1,903 | 加仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $9,498 | 0.00% | 454 | -229 | -33.5% | -$4,791 | 减仓 |
| NTRS | NORTHERN TR CORP COM | $9,495 | 0.00% | 53 | -3 | -5.4% | -$537 | 减仓 |
| OVV | OVINTIV INC COM | $9,445 | 0.00% | 156 | 35 | 28.9% | $2,119 | 加仓 |
| BXP | BXP INC COM | $9,423 | 0.00% | 140 | -32 | -18.6% | -$2,154 | 减仓 |
| MCHI | ISHARES MSCI CHINA ETF | $9,375 | 0.00% | 175 | 175 | — | $9,375 | 新建仓 |
| BMI | BADGER METER INC COM | $9,374 | 0.00% | 74 | 13 | 21.3% | $1,647 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $9,247 | 0.00% | 63 | 14 | 28.6% | $2,055 | 加仓 |
| FN | FABRINET SHS | $9,246 | 0.00% | 18 | -10 | -35.7% | -$5,137 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $9,241 | 0.00% | 416 | 9 | 2.2% | $200 | 加仓 |
| PUK | PRUDENTIAL PLC ADR | $9,227 | 0.00% | 313 | -74 | -19.1% | -$2,181 | 减仓 |
| OMC | OMNICOM GROUP INC COM | $9,220 | 0.00% | 116 | -21 | -15.3% | -$1,669 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $9,123 | 0.00% | 138 | 16 | 13.1% | $1,058 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $9,114 | 0.00% | 94 | 44 | 88.0% | $4,266 | 加仓 |
| BBHY | JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF | $9,060 | 0.00% | 198 | 11 | 5.9% | $503 | 加仓 |
| — | DIREXION DAILY S&P BIOTECH BULL 3X ETF | $9,028 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| QGEN | QIAGEN NV ORD SHARES | $9,007 | 0.00% | 222 | 86 | 63.2% | $3,489 | 加仓 |
| CMS | CMS ENERGY CORP COM | $8,956 | 0.00% | 121 | -10 | -7.6% | -$740 | 减仓 |
| RS | RELIANCE INC COM | $8,945 | 0.00% | 23 | 4 | 21.1% | $1,556 | 加仓 |
| ALAB | ASTERA LABS INC COM | $8,934 | 0.00% | 27 | 13 | 92.9% | $4,302 | 加仓 |
| JETS | U.S. GLOBAL JETS ETF | $8,923 | 0.00% | 296 | -1 | -0.3% | -$30 | 减仓 |
| RMD | RESMED INC COM | $8,883 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $8,815 | 0.00% | 378 | 71 | 23.1% | $1,656 | 加仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $8,803 | 0.00% | 129 | 7 | 5.7% | $478 | 加仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC COM | $8,793 | 0.00% | 337 | 5 | 1.5% | $130 | 加仓 |
| AIZ | ASSURANT INC COM | $8,741 | 0.00% | 32 | -9 | -22.0% | -$2,458 | 减仓 |
| CLOA | ISHARES AAA CLO ACTIVE ETF | $8,714 | 0.00% | 168 | -329 | -66.2% | -$1.71万 | 减仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $8,677 | 0.00% | 57 | 9 | 18.8% | $1,370 | 加仓 |
| SETM | SPROTT CRITICAL MATERIALS ETF | $8,649 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| — | SPROTT ACTIVE METALS & MINERS ETF | $8,642 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW COM | $8,627 | 0.00% | 192 | 90 | 88.2% | $4,044 | 加仓 |
| E | ENI SPA SPONSORED ADR | $8,581 | 0.00% | 168 | -4 | -2.3% | -$204 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $8,557 | 0.00% | 103 | 6 | 6.2% | $498 | 加仓 |
| DLTR | DOLLAR TREE INC COM | $8,551 | 0.00% | 70 | 22 | 45.8% | $2,687 | 加仓 |
| GPN | GLOBAL PMTS INC COM | $8,538 | 0.00% | 108 | -40 | -27.0% | -$3,162 | 减仓 |
| RL | RALPH LAUREN CORP CL A | $8,531 | 0.00% | 22 | -4 | -15.4% | -$1,551 | 减仓 |
| KEY | KEYCORP COM | $8,522 | 0.00% | 369 | 46 | 14.2% | $1,062 | 加仓 |
| KGC | KINROSS GOLD CORP COM | $8,436 | 0.00% | 348 | 16 | 4.8% | $388 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $8,408 | 0.00% | 32 | -2 | -5.9% | -$526 | 减仓 |
| VALE | VALE S A SPONSORED ADS | $8,361 | 0.00% | 563 | -1,018 | -64.4% | -$1.51万 | 减仓 |
| TPC | TUTOR PERINI CORP COM | $8,352 | 0.00% | 96 | 96 | — | $8,352 | 新建仓 |
| BRO | BROWN & BROWN INC COM | $8,313 | 0.00% | 127 | 17 | 15.5% | $1,113 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $8,293 | 0.00% | 135 | -34 | -20.1% | -$2,089 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $8,257 | 0.00% | 18 | 6 | 50.0% | $2,752 | 加仓 |
| ENTG | ENTEGRIS INC COM | $8,249 | 0.00% | 60 | -32 | -34.8% | -$4,399 | 减仓 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $8,236 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| NFRA | FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND | $8,215 | 0.00% | 125 | 1 | 0.8% | $66 | 加仓 |
| NTRA | NATERA INC COM | $8,191 | 0.00% | 31 | 7 | 29.2% | $1,850 | 加仓 |
| DTE | DTE ENERGY CO COM | $8,186 | 0.00% | 55 | -10 | -15.4% | -$1,488 | 减仓 |
| VRSN | VERISIGN INC COM | $8,140 | 0.00% | 31 | -7 | -18.4% | -$1,838 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $8,088 | 0.00% | 52 | 1 | 2.0% | $156 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $8,085 | 0.00% | 29 | 13 | 81.2% | $3,624 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $8,028 | 0.00% | 45 | -39 | -46.4% | -$6,958 | 减仓 |
| MORN | MORNINGSTAR INC COM | $8,016 | 0.00% | 48 | 31 | 182.4% | $5,177 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $8,002 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC COM | $8,001 | 0.00% | 183 | 19 | 11.6% | $831 | 加仓 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $7,988 | 0.00% | 280 | 163 | 139.3% | $4,650 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $7,958 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $7,934 | 0.00% | 466 | 5 | 1.1% | $85 | 加仓 |
| ADC | AGREE RLTY CORP COM | $7,923 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC COM | $7,845 | 0.00% | 41 | -5 | -10.9% | -$957 | 减仓 |
| HST | HOST HOTELS & RESORTS INC COM | $7,844 | 0.00% | 320 | 2 | 0.6% | $49 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $7,842 | 0.00% | 101 | 33 | 48.5% | $2,562 | 加仓 |
| SLAB | SILICON LABORATORIES INC COM | $7,818 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD COM | $7,809 | 0.00% | 114 | 2 | 1.8% | $137 | 加仓 |
| HLI | HOULIHAN LOKEY INC CL A | $7,777 | 0.00% | 56 | -16 | -22.2% | -$2,222 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $7,731 | 0.00% | 38 | 1 | 2.7% | $203 | 加仓 |
| CLS | CELESTICA INC COM | $7,717 | 0.00% | 23 | 7 | 43.8% | $2,349 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $7,682 | 0.00% | 257 | -180 | -41.2% | -$5,380 | 减仓 |
| YORW | YORK WTR CO COM | $7,676 | 0.00% | 247 | 181 | 274.2% | $5,625 | 加仓 |
| STLD | STEEL DYNAMICS INC COM | $7,648 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP COM | $7,627 | 0.00% | 421 | -111 | -20.9% | -$2,011 | 减仓 |
| EL | LAUDER ESTEE COS INC CL A | $7,603 | 0.00% | 92 | -5 | -5.2% | -$413 | 减仓 |
| — | ZACKS FOCUS GROWTH ETF | $7,590 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $7,470 | 0.00% | 62 | 29 | 87.9% | $3,494 | 加仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $7,456 | 0.00% | 298 | 74 | 33.0% | $1,851 | 加仓 |
| DOW | DOW HLDGS INC COM | $7,455 | 0.00% | 239 | -130 | -35.2% | -$4,055 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $7,413 | 0.00% | 62 | -20 | -24.4% | -$2,391 | 减仓 |
| DECK | DECKERS OUTDOOR CORP COM | $7,378 | 0.00% | 72 | -19 | -20.9% | -$1,947 | 减仓 |
| OSCR | OSCAR HEALTH INC CL A | $7,375 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP COM | $7,372 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $7,371 | 0.00% | 156 | 156 | — | $7,371 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $7,359 | 0.00% | 84 | 13 | 18.3% | $1,139 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $7,343 | 0.00% | 95 | 11 | 13.1% | $850 | 加仓 |
| B | BARRICK MNG CORP COM SHS | $7,314 | 0.00% | 195 | -42 | -17.7% | -$1,575 | 减仓 |
| JIG | JPMORGAN INTERNATIONAL GROWTH ETF | $7,260 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP COM | $7,253 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| TSPA | T. ROWE PRICE U.S. EQUITY RESEARCH ETF | $7,180 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC COM CL A | $7,174 | 0.00% | 1,385 | 1,385 | — | $7,174 | 新建仓 |
| ETD | ETHAN ALLEN INTERIORS INC COM | $7,129 | 0.00% | 312 | 312 | — | $7,129 | 新建仓 |
| TMDX | TRANSMEDICS GROUP INC COM | $7,120 | 0.00% | 100 | 100 | — | $7,120 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP COM | $7,111 | 0.00% | 157 | -22 | -12.3% | -$996 | 减仓 |
| WINA | WINMARK CORP COM | $7,062 | 0.00% | 20 | -1 | -4.8% | -$353 | 减仓 |
| KIM | KIMCO REALTY CORP COM | $7,047 | 0.00% | 270 | 2 | 0.7% | $52 | 加仓 |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | $7,022 | 0.00% | 160 | 7 | 4.6% | $307 | 加仓 |