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 |
|---|---|---|---|---|---|---|---|---|
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $7,166 | 0.00% | 307 | -65 | -17.5% | -$1,517 | 减仓 |
| — | ISHARES HIGH YIELD CORPORATE BOND BUYWRITE STRATEGY ETF | $7,166 | 0.00% | 247 | 247 | — | $7,166 | 新建仓 |
| VTRS | VIATRIS INC COM | $7,146 | 0.00% | 461 | 100 | 27.7% | $1,550 | 加仓 |
| CNP | CENTERPOINT ENERGY INC COM | $7,100 | 0.00% | 164 | 73 | 80.2% | $3,160 | 加仓 |
| ARW | ARROW ELECTRS INC COM | $7,084 | 0.00% | 38 | -2 | -5.0% | -$373 | 减仓 |
| KEY | KEYCORP COM | $7,054 | 0.00% | 323 | 175 | 118.2% | $3,822 | 加仓 |
| TSPA | T. ROWE PRICE U.S. EQUITY RESEARCH ETF | $6,963 | 0.00% | 152 | 152 | — | $6,963 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $6,942 | 0.00% | 92 | 23 | 33.3% | $1,736 | 加仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $6,927 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC COM | $6,872 | 0.00% | 22 | 14 | 175.0% | $4,373 | 加仓 |
| IP | INTERNATIONAL PAPER CO COM | $6,860 | 0.00% | 216 | 159 | 278.9% | $5,050 | 加仓 |
| HST | HOST HOTELS & RESORTS INC COM | $6,756 | 0.00% | 318 | 35 | 12.4% | $744 | 加仓 |
| RS | RELIANCE INC COM | $6,739 | 0.00% | 19 | 4 | 26.7% | $1,419 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $6,705 | 0.00% | 407 | 146 | 55.9% | $2,405 | 加仓 |
| CLS | CELESTICA INC COM | $6,683 | 0.00% | 16 | -36 | -69.2% | -$1.50万 | 减仓 |
| BAB | INVESCO TAXABLE MUNICIPAL BOND ETF | $6,666 | 0.00% | 249 | -254 | -50.5% | -$6,800 | 减仓 |
| — | DIREXION DAILY S&P BIOTECH BULL 3X ETF | $6,661 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $6,621 | 0.00% | 46 | 16 | 53.3% | $2,303 | 加仓 |
| PSTL | POSTAL REALTY TRUST INC CL A | $6,589 | 0.00% | 294 | -6 | -2.0% | -$134 | 减仓 |
| UTES | VIRTUS REAVES UTILITIES ETF | $6,488 | 0.00% | 77 | 77 | — | $6,488 | 新建仓 |
| AGX | ARGAN INC COM | $6,480 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $6,471 | 0.00% | 65 | -193 | -74.8% | -$1.92万 | 减仓 |
| LOGI | LOGITECH INTL S A SHS | $6,431 | 0.00% | 61 | 3 | 5.2% | $316 | 加仓 |
| CINF | CINCINNATI FINL CORP COM | $6,423 | 0.00% | 41 | 22 | 115.8% | $3,446 | 加仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $6,422 | 0.00% | 48 | -1 | -2.0% | -$134 | 减仓 |
| INVH | INVITATION HOMES INC COM | $6,391 | 0.00% | 224 | 50 | 28.7% | $1,427 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO COM CL A | $6,379 | 0.00% | 171 | 171 | — | $6,379 | 新建仓 |
| PINS | PINTEREST INC CL A | $6,373 | 0.00% | 286 | -647 | -69.3% | -$1.44万 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP COM | $6,361 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP COM | $6,302 | 0.00% | 28 | 6 | 27.3% | $1,350 | 加仓 |
| KIM | KIMCO REALTY CORP COM | $6,299 | 0.00% | 268 | 132 | 97.1% | $3,102 | 加仓 |
| BRO | BROWN & BROWN INC COM | $6,276 | 0.00% | 110 | -210 | -65.6% | -$1.20万 | 减仓 |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | $6,262 | 0.00% | 153 | -3 | -1.9% | -$123 | 减仓 |
| — | DUPONT DE NEMOURS INC COM | $6,250 | 0.00% | 127 | 42 | 49.4% | $2,067 | 加仓 |
| CPA | COPA HOLDINGS SA CL A | $6,249 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| GLRE | GREENLIGHT CAP RE LTD CLASS A | $6,248 | 0.00% | 349 | -66 | -15.9% | -$1,182 | 减仓 |
| ALCO | ALICO INC COM | $6,192 | 0.00% | 150 | 91 | 154.2% | $3,756 | 加仓 |
| HUBB | HUBBELL INC COM | $6,158 | 0.00% | 13 | 2 | 18.2% | $947 | 加仓 |
| GDDY | GODADDY INC CL A | $6,125 | 0.00% | 70 | 45 | 180.0% | $3,938 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $6,084 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY ETF | $6,068 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $6,042 | 0.00% | 60 | -14 | -18.9% | -$1,410 | 减仓 |
| DC | DAKOTA GOLD CORP COM | $6,021 | 0.00% | 1,119 | -700 | -38.5% | -$3,766 | 减仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $5,988 | 0.00% | 260 | 3 | 1.2% | $69 | 加仓 |
| OUT | OUTFRONT MEDIA INC COM NEW | $5,959 | 0.00% | 192 | 6 | 3.2% | $186 | 加仓 |
| MRNA | MODERNA INC COM | $5,933 | 0.00% | 127 | 106 | 504.8% | $4,952 | 加仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $5,926 | 0.00% | 115 | 89 | 342.3% | $4,586 | 重新持有 |
| EGP | EASTGROUP PPTYS INC COM | $5,900 | 0.00% | 30 | 1 | 3.4% | $197 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $5,880 | 0.00% | 84 | 54 | 180.0% | $3,780 | 加仓 |
| USLM | UNITED STS LIME & MINERALS INC COM | $5,856 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC COM | $5,812 | 0.00% | 85 | 70 | 466.7% | $4,786 | 加仓 |
| RIG | TRANSOCEAN LTD REGISTERED SHS | $5,782 | 0.00% | 925 | -53 | -5.4% | -$331 | 减仓 |
| MAT | MATTEL INC COM | $5,771 | 0.00% | 392 | -116 | -22.8% | -$1,708 | 减仓 |
| LII | LENNOX INTL INC COM | $5,745 | 0.00% | 11 | -1 | -8.3% | -$522 | 减仓 |
| MDIV | MULTI-ASSET DIVERSIFIED INCOME INDEX FUND | $5,720 | 0.00% | 345 | 7 | 2.1% | $116 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $5,707 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $5,687 | 0.00% | 74 | 43 | 138.7% | $3,305 | 加仓 |
| ESS | ESSEX PPTY TR INC COM | $5,620 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $5,609 | 0.00% | 163 | 1 | 0.6% | $34 | 加仓 |
| XPO | XPO INC COM | $5,604 | 0.00% | 27 | 22 | 440.0% | $4,566 | 加仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $5,593 | 0.00% | 224 | 3 | 1.4% | $75 | 加仓 |
| PRVA | PRIVIA HEALTH GROUP INC COM | $5,587 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $5,572 | 0.00% | 211 | 2 | 1.0% | $53 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $5,556 | 0.00% | 71 | 47 | 195.8% | $3,678 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | $5,514 | 0.00% | 272 | -60 | -18.1% | -$1,216 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC COM | $5,502 | 0.00% | 183 | 1 | 0.5% | $30 | 加仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $5,461 | 0.00% | 226 | 226 | — | $5,461 | 新建仓 |
| XYL | XYLEM INC COM | $5,361 | 0.00% | 47 | 23 | 95.8% | $2,623 | 加仓 |
| SDRL | SEADRILL LTD COM | $5,331 | 0.00% | 109 | -8 | -6.8% | -$391 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $5,239 | 0.00% | 56 | 6 | 12.0% | $561 | 加仓 |
| IONQ | IONQ INC COM | $5,232 | 0.00% | 109 | 2 | 1.9% | $96 | 加仓 |
| CLX | CLOROX CO DEL COM | $5,168 | 0.00% | 60 | 22 | 57.9% | $1,895 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $5,155 | 0.00% | 102 | 66 | 183.3% | $3,336 | 加仓 |
| LKQ | LKQ CORP COM | $5,133 | 0.00% | 182 | 44 | 31.9% | $1,241 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $5,125 | 0.00% | 126 | 26 | 26.0% | $1,058 | 加仓 |
| KB | KB FINL GROUP INC SPONSORED ADR | $5,123 | 0.00% | 47 | 47 | — | $5,123 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC COM | $5,098 | 0.00% | 20 | 10 | 100.0% | $2,549 | 加仓 |
| BAP | CREDICORP LTD COM | $5,095 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE P COM | $5,086 | 0.00% | 107 | -38 | -26.2% | -$1,806 | 减仓 |
| EIX | EDISON INTL COM | $5,049 | 0.00% | 74 | 43 | 138.7% | $2,934 | 加仓 |
| FSLR | FIRST SOLAR INC COM | $5,046 | 0.00% | 23 | 9 | 64.3% | $1,975 | 加仓 |
| URA | GLOBAL X URANIUM ETF | $5,043 | 0.00% | 94 | 1 | 1.1% | $54 | 加仓 |
| RKLB | ROCKET LAB CORP COM | $5,041 | 0.00% | 64 | 15 | 30.6% | $1,181 | 加仓 |
| HUM | HUMANA INC COM | $5,033 | 0.00% | 22 | 6 | 37.5% | $1,373 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC COM | $5,016 | 0.00% | 47 | 7 | 17.5% | $747 | 加仓 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $4,971 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC COM | $4,963 | 0.00% | 24 | -8 | -25.0% | -$1,654 | 减仓 |
| GOOD | GLADSTONE COMMERCIAL CORP COM | $4,934 | 0.00% | 384 | 10 | 2.7% | $128 | 加仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $4,917 | 0.00% | 198 | -136 | -40.7% | -$3,377 | 减仓 |
| TAN | INVESCO SOLAR ETF | $4,881 | 0.00% | 81 | 1 | 1.2% | $60 | 加仓 |
| TECH | BIO-TECHNE CORP COM | $4,875 | 0.00% | 87 | 12 | 16.0% | $672 | 加仓 |
| MTZ | MASTEC INC COM | $4,813 | 0.00% | 11 | 7 | 175.0% | $3,063 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $4,805 | 0.00% | 80 | -5 | -5.9% | -$300 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $4,801 | 0.00% | 12 | -10 | -45.5% | -$4,001 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $4,796 | 0.00% | 112 | -4 | -3.4% | -$171 | 减仓 |
| IVZ | INVESCO LTD SHS | $4,786 | 0.00% | 179 | 36 | 25.2% | $963 | 加仓 |
| VICI | VICI PPTYS INC COM | $4,781 | 0.00% | 170 | -19 | -10.1% | -$534 | 减仓 |
| DKS | DICKS SPORTING GOODS INC COM | $4,759 | 0.00% | 23 | -33 | -58.9% | -$6,828 | 减仓 |
| ITGR | INTEGER HLDGS CORP COM | $4,722 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $4,719 | 0.00% | 189 | 1 | 0.5% | $25 | 加仓 |