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 |
|---|---|---|---|---|---|---|---|---|
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $4,698 | 0.00% | 97 | -18 | -15.7% | -$872 | 减仓 |
| SOLV | SOLVENTUM CORP COM SHS | $4,695 | 0.00% | 68 | 62 | 1,033.3% | $4,281 | 加仓 |
| POOL | POOL CORP COM | $4,687 | 0.00% | 26 | 1 | 4.0% | $180 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $4,678 | 0.00% | 16 | -8 | -33.3% | -$2,339 | 减仓 |
| WSO | WATSCO INC COM | $4,628 | 0.00% | 11 | 5 | 83.3% | $2,104 | 加仓 |
| QGEN | QIAGEN NV ORD SHARES | $4,624 | 0.00% | 136 | -70 | -34.0% | -$2,380 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $4,620 | 0.00% | 20 | 14 | 233.3% | $3,234 | 加仓 |
| WRB | BERKLEY W R CORP COM | $4,589 | 0.00% | 70 | 12 | 20.7% | $787 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $4,588 | 0.00% | 39 | 1 | 2.6% | $118 | 加仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $4,553 | 0.00% | 44 | -9 | -17.0% | -$931 | 减仓 |
| DLTR | DOLLAR TREE INC COM | $4,498 | 0.00% | 48 | 4 | 9.1% | $375 | 加仓 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $4,497 | 0.00% | 133 | 22 | 19.8% | $744 | 加仓 |
| AEG | AEGON LTD AMER REG 1 CERT | $4,494 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| OSCR | OSCAR HEALTH INC CL A | $4,485 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| NUMV | NUVEEN ESG MID-CAP VALUE ETF | $4,456 | 0.00% | 107 | 107 | — | $4,456 | 新建仓 |
| DOCU | DOCUSIGN INC COM | $4,451 | 0.00% | 92 | 45 | 95.7% | $2,177 | 加仓 |
| — | YIELDMAX ULTRA OPTION INCOME STRATEGY ETF | $4,450 | 0.00% | 140 | 24 | 20.7% | $763 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $4,450 | 0.00% | 373 | 94 | 33.7% | $1,121 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC COM | $4,387 | 0.00% | 26 | 13 | 100.0% | $2,194 | 加仓 |
| LUV | SOUTHWEST AIRLS CO COM | $4,377 | 0.00% | 111 | 52 | 88.1% | $2,050 | 加仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $4,375 | 0.00% | 26 | 2 | 8.3% | $337 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $4,370 | 0.00% | 50 | 10 | 25.0% | $874 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $4,364 | 0.00% | 40 | 36 | 900.0% | $3,928 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $4,347 | 0.00% | 133 | 17 | 14.7% | $556 | 加仓 |
| OC | OWENS CORNING NEW COM | $4,302 | 0.00% | 35 | 32 | 1,066.7% | $3,933 | 加仓 |
| ALLY | ALLY FINL INC COM | $4,235 | 0.00% | 98 | 91 | 1,300.0% | $3,932 | 加仓 |
| OSIS | OSI SYSTEMS INC COM | $4,226 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES ETF | $4,216 | 0.00% | 22 | 1 | 4.8% | $192 | 加仓 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | $4,216 | 0.00% | 62 | 62 | — | $4,216 | 新建仓 |
| — | AVANOS MED INC COM | $4,199 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $4,182 | 0.00% | 8 | 8 | — | $4,182 | 新建仓 |
| AGO | ASSURED GUARANTY LTD COM | $4,175 | 0.00% | 51 | 5 | 10.9% | $409 | 加仓 |
| INVA | INNOVIVA INC COM | $4,145 | 0.00% | 183 | 169 | 1,207.1% | $3,828 | 加仓 |
| CCK | CROWN HLDGS INC COM | $4,144 | 0.00% | 42 | 25 | 147.1% | $2,467 | 加仓 |
| LEN | LENNAR CORP CL A | $4,143 | 0.00% | 49 | -26 | -34.7% | -$2,198 | 减仓 |
| VOLT | TEMA ELECTRIFICATION ETF | $4,114 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $4,106 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC CL A | $4,105 | 0.00% | 55 | -333 | -85.8% | -$2.49万 | 减仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $4,094 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ABUS | ARBUTUS BIOPHARMA CORP COM | $4,066 | 0.00% | 924 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC SPONSORED ADS | $4,029 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| TXNM | TXNM ENERGY INC COM | $4,024 | 0.00% | 68 | 36 | 112.5% | $2,130 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $4,006 | 0.00% | 7 | 4 | 133.3% | $2,289 | 加仓 |
| FTI | TECHNIPFMC PLC COM | $3,977 | 0.00% | 53 | 42 | 381.8% | $3,152 | 加仓 |
| AMCR | AMCOR PLC COM NEW | $3,969 | 0.00% | 106 | -42 | -28.4% | -$1,573 | 减仓 |
| APTV | APTIV PLC COM SHS | $3,948 | 0.00% | 72 | -25 | -25.8% | -$1,371 | 减仓 |
| AFRM | AFFIRM HLDGS INC COM CL A | $3,942 | 0.00% | 59 | 30 | 103.4% | $2,004 | 加仓 |
| REG | REGENCY CTRS CORP COM | $3,934 | 0.00% | 50 | 5 | 11.1% | $393 | 加仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $3,920 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $3,899 | 0.00% | 20 | 20 | — | $3,899 | 新建仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $3,891 | 0.00% | 63 | 5 | 8.6% | $309 | 加仓 |
| BIO | BIO RAD LABS INC CL A | $3,857 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $3,845 | 0.00% | 53 | 8 | 17.8% | $580 | 加仓 |
| — | AMERISERV FINL INC COM | $3,842 | 0.00% | 1,022 | 8 | 0.8% | $30 | 加仓 |
| CF | CF INDUSTRIES HOLD COM | $3,842 | 0.00% | 30 | 14 | 87.5% | $1,793 | 加仓 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $3,791 | 0.00% | 53 | -54 | -50.5% | -$3,863 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $3,776 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| CAE | CAE INC COM | $3,765 | 0.00% | 142 | 101 | 246.3% | $2,678 | 加仓 |
| NOV | NOV INC COM | $3,763 | 0.00% | 187 | -98 | -34.4% | -$1,972 | 重新持有 |
| KAI | KADANT INC COM | $3,756 | 0.00% | 13 | 13 | — | $3,756 | 新建仓 |
| BURL | BURLINGTON STORES INC COM | $3,753 | 0.00% | 12 | 6 | 100.0% | $1,876 | 加仓 |
| PACS | PACS GROUP INC COM SHS | $3,748 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC COM | $3,743 | 0.00% | 121 | 48 | 65.8% | $1,485 | 加仓 |
| BSY | BENTLEY SYS INC COM CL B | $3,719 | 0.00% | 113 | 21 | 22.8% | $691 | 加仓 |
| HR | HEALTHCARE RLTY TR CL A COM | $3,706 | 0.00% | 186 | -26 | -12.3% | -$518 | 减仓 |
| COGT | COGENT BIOSCIENCES INC COM | $3,698 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC COM NEW | $3,697 | 0.00% | 404 | 0 | 0.0% | — | 不变 |
| — | CSG SYS INTL INC COM | $3,697 | 0.00% | 46 | 46 | — | $3,697 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP COM | $3,661 | 0.00% | 71 | 45 | 173.1% | $2,320 | 加仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $3,652 | 0.00% | 56 | 56 | — | $3,652 | 新建仓 |
| BAX | BAXTER INTL INC COM | $3,635 | 0.00% | 217 | 213 | 5,325.0% | $3,568 | 加仓 |
| UTL | UNITIL CORP COM | $3,630 | 0.00% | 72 | 14 | 24.1% | $706 | 加仓 |
| ITT | ITT INC COM | $3,619 | 0.00% | 18 | 13 | 260.0% | $2,614 | 加仓 |
| CUBE | CUBESMART COM | $3,597 | 0.00% | 92 | 17 | 22.7% | $665 | 加仓 |
| HP | HELMERICH & PAYNE INC COM | $3,577 | 0.00% | 87 | -3 | -3.3% | -$123 | 减仓 |
| WDFC | WD 40 CO COM | $3,559 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | UDEMY INC COM | $3,532 | 0.00% | 745 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC COM | $3,508 | 0.00% | 38 | 16 | 72.7% | $1,477 | 加仓 |
| INMU | ISHARES INTERMEDIATE MUNI INCOME ACTIVE ETF | $3,500 | 0.00% | 146 | 1 | 0.7% | $24 | 加仓 |
| CACI | CACI INTL INC CL A | $3,459 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC SHS | $3,438 | 0.00% | 87 | 50 | 135.1% | $1,976 | 加仓 |
| ATI | ATI INC COM | $3,418 | 0.00% | 22 | 21 | 2,100.0% | $3,263 | 重新持有 |
| ATR | APTARGROUP INC COM | $3,417 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD ORD | $3,406 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | INVESCO GLOBAL CLEAN ENERGY ETF | $3,371 | 0.00% | 157 | 1 | 0.6% | $21 | 加仓 |
| PSI | INVESCO SEMICONDUCTORS ETF | $3,361 | 0.00% | 25 | 1 | 4.2% | $134 | 加仓 |
| EVRG | EVERGY INC COM | $3,360 | 0.00% | 42 | 1 | 2.4% | $80 | 加仓 |
| ONTO | ONTO INNOVATION INC COM | $3,355 | 0.00% | 11 | 3 | 37.5% | $915 | 加仓 |
| SLGN | SILGAN HLDGS INC COM | $3,354 | 0.00% | 85 | 48 | 129.7% | $1,894 | 加仓 |
| GPC | GENUINE PARTS CO COM | $3,344 | 0.00% | 33 | -10 | -23.3% | -$1,013 | 减仓 |
| CHDN | CHURCHILL DOWNS INC COM | $3,336 | 0.00% | 36 | 4 | 12.5% | $371 | 加仓 |
| FORM | FORMFACTOR INC COM | $3,335 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $3,323 | 0.00% | 21 | 14 | 200.0% | $2,215 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $3,321 | 0.00% | 72 | 18 | 33.3% | $830 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $3,320 | 0.00% | 37 | 1 | 2.8% | $90 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $3,295 | 0.00% | 24 | 2 | 9.1% | $275 | 加仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $3,275 | 0.00% | 49 | -26 | -34.7% | -$1,738 | 减仓 |
| BOX | BOX INC CL A | $3,253 | 0.00% | 129 | 69 | 115.0% | $1,740 | 加仓 |
| NTST | NETSTREIT CORP COM | $3,231 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| PDBA | INVESCO AGRICULTURE COMMODITY STRATEGY NO K-1 ETF | $3,217 | 0.00% | 85 | 85 | — | $3,217 | 新建仓 |