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 |
|---|---|---|---|---|---|---|---|---|
| CVE | CENOVUS ENERGY INC COM | $6,958 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO COM | $6,950 | 0.00% | 25 | -9 | -26.5% | -$2,502 | 减仓 |
| NNE | NANO NUCLEAR ENERGY INC COM | $6,928 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $6,892 | 0.00% | 51 | -58 | -53.2% | -$7,838 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $6,891 | 0.00% | 75 | 67 | 837.5% | $6,156 | 加仓 |
| NIO | NIO INC SPON ADS | $6,888 | 0.00% | 1,475 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW COM | $6,761 | 0.00% | 178 | 115 | 182.5% | $4,368 | 加仓 |
| SUI | SUN CMNTYS INC COM | $6,740 | 0.00% | 56 | -13 | -18.8% | -$1,565 | 减仓 |
| ALLE | ALLEGION PLC ORD SHS | $6,718 | 0.00% | 48 | -7 | -12.7% | -$980 | 减仓 |
| PSTL | POSTAL REALTY TRUST INC CL A | $6,699 | 0.00% | 279 | -15 | -5.1% | -$360 | 减仓 |
| INVH | INVITATION HOMES INC COM | $6,682 | 0.00% | 226 | 2 | 0.9% | $59 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $6,666 | 0.00% | 37 | -10 | -21.3% | -$1,802 | 减仓 |
| GMAB | GENMAB A/S SPONSORED ADS | $6,664 | 0.00% | 231 | -34 | -12.8% | -$981 | 减仓 |
| RVTY | REVVITY INC COM | $6,632 | 0.00% | 60 | 22 | 57.9% | $2,432 | 加仓 |
| BALI | ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF | $6,628 | 0.00% | 195 | -384 | -66.3% | -$1.31万 | 减仓 |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $6,590 | 0.00% | 148 | 96 | 184.6% | $4,275 | 加仓 |
| TS | TENARIS S A SPONSORED ADS | $6,589 | 0.00% | 113 | -7 | -5.8% | -$408 | 减仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $6,537 | 0.00% | 43 | -19 | -30.6% | -$2,888 | 减仓 |
| WY | WEYERHAEUSER CO COM NEW | $6,532 | 0.00% | 274 | -33 | -10.7% | -$787 | 减仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $6,511 | 0.00% | 45 | -1 | -2.2% | -$145 | 减仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $6,463 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | $6,455 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP COM | $6,435 | 0.00% | 36 | -13 | -26.5% | -$2,324 | 减仓 |
| CSGP | COSTAR GROUP INC COM | $6,424 | 0.00% | 232 | -19 | -7.6% | -$526 | 减仓 |
| EGP | EASTGROUP PPTYS INC COM | $6,415 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| RHP | RYMAN HOSPITALITY PPTYS INC COM | $6,368 | 0.00% | 49 | 2 | 4.3% | $260 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $6,353 | 0.00% | 60 | 4 | 7.1% | $424 | 加仓 |
| GFI | GOLD FIELDS LTD SPONSORED ADR | $6,350 | 0.00% | 189 | -18 | -8.7% | -$605 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $6,334 | 0.00% | 36 | -12 | -25.0% | -$2,111 | 减仓 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $6,314 | 0.00% | 96 | 49 | 104.3% | $3,223 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $6,311 | 0.00% | 100 | -34 | -25.4% | -$2,146 | 减仓 |
| BAP | CREDICORP LTD COM | $6,299 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| LOPE | GRAND CANYON ED INC COM | $6,289 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $6,268 | 0.00% | 49 | 10 | 25.6% | $1,279 | 加仓 |
| ESS | ESSEX PPTY TR INC COM | $6,194 | 0.00% | 21 | -1 | -4.5% | -$295 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $6,163 | 0.00% | 46 | -135 | -74.6% | -$1.81万 | 减仓 |
| OUT | OUTFRONT MEDIA INC COM NEW | $6,128 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC COM | $6,105 | 0.00% | 30 | -29 | -49.2% | -$5,902 | 减仓 |
| LOGI | LOGITECH INTL S A SHS | $6,056 | 0.00% | 58 | -3 | -4.9% | -$313 | 减仓 |
| EIX | EDISON INTL COM | $6,052 | 0.00% | 75 | 1 | 1.4% | $81 | 加仓 |
| VDE | VANGUARD ENERGY ETF | $6,046 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| QLTA | ISHARES AAA-A RATED CORPORATE BOND ETF | $6,020 | 0.00% | 129 | -252 | -66.1% | -$1.18万 | 减仓 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $5,984 | 0.00% | 204 | -7 | -3.3% | -$205 | 减仓 |
| — | FRANKLIN XRP ETF | $5,965 | 0.00% | 483 | 0 | 0.0% | — | 不变 |
| KB | KB FINL GROUP INC SPONSORED ADR | $5,947 | 0.00% | 50 | 3 | 6.4% | $357 | 加仓 |
| MDIV | MULTI-ASSET DIVERSIFIED INCOME INDEX FUND | $5,892 | 0.00% | 350 | 5 | 1.4% | $84 | 加仓 |
| ITGR | INTEGER HLDGS CORP COM | $5,890 | 0.00% | 61 | 6 | 10.9% | $579 | 加仓 |
| PRVA | PRIVIA HEALTH GROUP INC COM | $5,835 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC COM | $5,802 | 0.00% | 12 | -6 | -33.3% | -$2,901 | 减仓 |
| IVZ | INVESCO LTD SHS | $5,785 | 0.00% | 190 | 11 | 6.1% | $335 | 加仓 |
| MLI | MUELLER INDS INC COM | $5,771 | 0.00% | 92 | 28 | 43.8% | $1,756 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $5,766 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $5,722 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC COM | $5,717 | 0.00% | 17 | -90 | -84.1% | -$3.03万 | 减仓 |
| GLRE | GREENLIGHT CAP RE LTD CLASS A | $5,647 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC CL A | $5,632 | 0.00% | 63 | -7 | -10.0% | -$626 | 减仓 |
| REET | ISHARES GLOBAL REIT ETF | $5,625 | 0.00% | 198 | 198 | — | $5,625 | 新建仓 |
| RKLB | ROCKET LAB CORP COM | $5,580 | 0.00% | 80 | 16 | 25.0% | $1,116 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $5,557 | 0.00% | 19 | -1 | -5.0% | -$292 | 减仓 |
| XPO | XPO INC COM | $5,555 | 0.00% | 26 | -1 | -3.7% | -$214 | 减仓 |
| LUV | SOUTHWEST AIRLS CO COM | $5,542 | 0.00% | 116 | 5 | 4.5% | $239 | 加仓 |
| ALCO | ALICO INC COM | $5,539 | 0.00% | 139 | -11 | -7.3% | -$438 | 减仓 |
| IONQ | IONQ INC COM | $5,514 | 0.00% | 159 | 50 | 45.9% | $1,734 | 加仓 |
| AGX | ARGAN INC COM | $5,493 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO COM | $5,484 | 0.00% | 79 | -32 | -28.8% | -$2,221 | 减仓 |
| MAT | MATTEL INC COM | $5,458 | 0.00% | 379 | -13 | -3.3% | -$187 | 减仓 |
| CPA | COPA HOLDINGS SA CL A | $5,413 | 0.00% | 39 | -16 | -29.1% | -$2,221 | 减仓 |
| — | MOBILITY GLOBAL INC COM SHS | $5,401 | 0.00% | 265 | 265 | — | $5,401 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $5,362 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| DC | DAKOTA GOLD CORP COM | $5,349 | 0.00% | 1,119 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC COM | $5,319 | 0.00% | 11 | -2 | -15.4% | -$967 | 减仓 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $5,241 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO COM CL A | $5,197 | 0.00% | 173 | 2 | 1.2% | $60 | 加仓 |
| PACS | PACS GROUP INC COM SHS | $5,182 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| JMUB | JPMORGAN MUNICIPAL ETF | $5,146 | 0.00% | 103 | 103 | — | $5,146 | 新建仓 |
| FNV | FRANCO NEV CORP COM | $5,139 | 0.00% | 24 | -4 | -14.3% | -$856 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $5,116 | 0.00% | 16 | -14 | -46.7% | -$4,476 | 减仓 |
| FOXA | FOX CORP CL A COM | $5,088 | 0.00% | 90 | -53 | -37.1% | -$2,996 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP COM | $5,073 | 0.00% | 42 | 24 | 133.3% | $2,899 | 加仓 |
| AEG | AEGON LTD AMER REG 1 CERT | $5,038 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC COM | $5,013 | 0.00% | 24 | 1 | 4.3% | $209 | 加仓 |
| P | EVERPURE INC CL A | $4,997 | 0.00% | 67 | 12 | 21.8% | $895 | 加仓 |
| GOOD | GLADSTONE COMMERCIAL CORP COM | $4,990 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR SH BEN INT | $4,914 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD REGISTERED SHS | $4,903 | 0.00% | 925 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW COM | $4,895 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC SHS | $4,890 | 0.00% | 49 | -53 | -52.0% | -$5,289 | 减仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $4,887 | 0.00% | 35 | -92 | -72.4% | -$1.28万 | 减仓 |
| SDRL | SEADRILL LTD COM | $4,885 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD SPONSORED ADS | $4,845 | 0.00% | 209 | 11 | 5.6% | $255 | 加仓 |
| RGLD | ROYAL GOLD INC COM | $4,843 | 0.00% | 24 | -9 | -27.3% | -$1,816 | 减仓 |
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $4,841 | 0.00% | 109 | -210 | -65.8% | -$9,327 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $4,825 | 0.00% | 95 | 23 | 31.9% | $1,168 | 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 |
| GLPI | GAMING & LEISURE P COM | $4,816 | 0.00% | 108 | 1 | 0.9% | $45 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $4,815 | 0.00% | 164 | 31 | 23.3% | $910 | 加仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $4,800 | 0.00% | 22 | 22 | — | $4,800 | 新建仓 |
| LII | LENNOX INTL INC COM | $4,795 | 0.00% | 9 | -2 | -18.2% | -$1,066 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC COM | $4,770 | 0.00% | 19 | -1 | -5.0% | -$251 | 减仓 |