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 |
|---|---|---|---|---|---|---|---|---|
| BAX | BAXTER INTL INC COM | $4,718 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| TXNM | TXNM ENERGY INC COM | $4,664 | 0.00% | 80 | 12 | 17.6% | $700 | 加仓 |
| DKS | DICKS SPORTING GOODS INC COM | $4,656 | 0.00% | 22 | -1 | -4.3% | -$212 | 减仓 |
| TEAM | ATLASSIAN CORPORATION CL A | $4,612 | 0.00% | 54 | 24 | 80.0% | $2,050 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC COM | $4,598 | 0.00% | 141 | 20 | 16.5% | $652 | 加仓 |
| CUBE | CUBESMART COM | $4,597 | 0.00% | 112 | 20 | 21.7% | $821 | 加仓 |
| UTES | VIRTUS REAVES UTILITIES ETF | $4,594 | 0.00% | 56 | -21 | -27.3% | -$1,723 | 减仓 |
| WLFC | WILLIS LEASE FIN CORP COM | $4,576 | 0.00% | 69 | 69 | — | $4,576 | 新建仓 |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $4,563 | 0.00% | 180 | -312 | -63.4% | -$7,909 | 减仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $4,524 | 0.00% | 30 | 26 | 650.0% | $3,921 | 加仓 |
| AFRM | AFFIRM HLDGS INC COM CL A | $4,509 | 0.00% | 61 | 2 | 3.4% | $148 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $4,486 | 0.00% | 124 | -2 | -1.6% | -$72 | 减仓 |
| REG | REGENCY CTRS CORP COM | $4,466 | 0.00% | 54 | 4 | 8.0% | $331 | 加仓 |
| SF | STIFEL FINL CORP COM | $4,441 | 0.00% | 56 | -56 | -50.0% | -$4,441 | 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 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $4,392 | 0.00% | 183 | -43 | -19.0% | -$1,032 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $4,383 | 0.00% | 54 | 27 | 100.0% | $2,192 | 加仓 |
| ALLY | ALLY FINL INC COM | $4,378 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| — | YIELDMAX ULTRA OPTION INCOME STRATEGY ETF | $4,353 | 0.00% | 160 | 20 | 14.3% | $544 | 加仓 |
| TAN | INVESCO SOLAR ETF | $4,318 | 0.00% | 80 | -1 | -1.2% | -$54 | 减仓 |
| CLX | CLOROX CO DEL COM | $4,309 | 0.00% | 45 | -15 | -25.0% | -$1,436 | 减仓 |
| PINS | PINTEREST INC CL A | $4,305 | 0.00% | 191 | -95 | -33.2% | -$2,141 | 减仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $4,304 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC COM | $4,303 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC COM | $4,290 | 0.00% | 13 | -21 | -61.8% | -$6,930 | 减仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $4,263 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC COM | $4,248 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INC COM | $4,247 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINL INC COM | $4,245 | 0.00% | 134 | 34 | 34.0% | $1,077 | 加仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $4,242 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $4,237 | 0.00% | 115 | 71 | 161.4% | $2,616 | 加仓 |
| VPU | VANGUARD UTILITIES ETF | $4,198 | 0.00% | 21 | -1 | -4.5% | -$200 | 减仓 |
| BPOP | POPULAR INC COM NEW | $4,173 | 0.00% | 24 | 8 | 50.0% | $1,391 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $4,155 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| GATX | GATX CORP COM | $4,148 | 0.00% | 23 | -21 | -47.7% | -$3,787 | 减仓 |
| LEN | LENNAR CORP CL A | $4,116 | 0.00% | 50 | 1 | 2.0% | $82 | 加仓 |
| AM | ANTERO MIDSTREAM CORP COM | $4,113 | 0.00% | 180 | 56 | 45.2% | $1,280 | 加仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $4,075 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $4,060 | 0.00% | 55 | 2 | 3.8% | $148 | 加仓 |
| WDFC | WD 40 CO COM | $4,031 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $4,030 | 0.00% | 44 | 30 | 214.3% | $2,748 | 加仓 |
| ABUS | ARBUTUS BIOPHARMA CORP COM | $4,001 | 0.00% | 924 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC COM | $3,990 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ASPN | ASPEN AEROGELS INC COM | $3,983 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC COM | $3,982 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP COM | $3,973 | 0.00% | 25 | 15 | 150.0% | $2,384 | 加仓 |
| HR | HEALTHCARE RLTY TR CL A COM | $3,958 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| 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 |
| CF | CF INDUSTRIES HOLD COM | $3,948 | 0.00% | 31 | 1 | 3.3% | $127 | 加仓 |
| EWY | ISHARES MSCI SOUTH KOREA ETF | $3,920 | 0.00% | 23 | 23 | — | $3,920 | 新建仓 |
| 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 |
| VICI | VICI PPTYS INC COM | $3,872 | 0.00% | 146 | -24 | -14.1% | -$636 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $3,852 | 0.00% | 83 | -14 | -14.4% | -$650 | 减仓 |
| VOLT | TEMA ELECTRIFICATION ETF | $3,850 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC COM SHS | $3,843 | 0.00% | 66 | -6 | -8.3% | -$349 | 减仓 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $3,840 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC COM | $3,831 | 0.00% | 80 | -12 | -13.0% | -$575 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC COM | $3,814 | 0.00% | 56 | 22 | 64.7% | $1,498 | 加仓 |
| NOV | NOV INC COM | $3,802 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| TU | TELUS CORPORATION COM | $3,767 | 0.00% | 369 | 342 | 1,266.7% | $3,491 | 重新持有 |
| GFL | GFL ENVIRONMENTAL INC SUB VTG SHS | $3,754 | 0.00% | 96 | 18 | 23.1% | $704 | 加仓 |
| INSM | INSMED INC COM PAR $.01 | $3,732 | 0.00% | 35 | -25 | -41.7% | -$2,666 | 减仓 |
| XYL | XYLEM INC COM | $3,728 | 0.00% | 32 | -15 | -31.9% | -$1,748 | 减仓 |
| CCK | CROWN HLDGS INC COM | $3,726 | 0.00% | 32 | -10 | -23.8% | -$1,164 | 减仓 |
| GNL | GLOBAL NET LEASE INC COM NEW | $3,701 | 0.00% | 404 | 0 | 0.0% | — | 不变 |
| PSI | INVESCO SEMICONDUCTORS ETF | $3,693 | 0.00% | 24 | -1 | -4.0% | -$154 | 减仓 |
| SII | SPROTT INC COM NEW | $3,690 | 0.00% | 34 | 34 | — | $3,690 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $3,689 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| EUHY | ISHARES EURO HIGH YIELD CORPORATE BOND USD HEDGED ETF | $3,688 | 0.00% | 69 | -135 | -66.2% | -$7,216 | 减仓 |
| CASS | CASS INFORMATION SYS INC COM | $3,676 | 0.00% | 70 | 53 | 311.8% | $2,783 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $3,641 | 0.00% | 60 | 25 | 71.4% | $1,517 | 加仓 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $3,614 | 0.00% | 121 | -12 | -9.0% | -$358 | 减仓 |
| UTL | UNITIL CORP COM | $3,596 | 0.00% | 65 | -7 | -9.7% | -$387 | 减仓 |
| TOL | TOLL BROTHERS INC COM | $3,576 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC COM | $3,549 | 0.00% | 20 | 1 | 5.3% | $177 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $3,521 | 0.00% | 6 | -2 | -25.0% | -$1,174 | 减仓 |
| — | CRINETICS PHARMACEUTICALS INC COM | $3,516 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC COM | $3,504 | 0.00% | 30 | -1 | -3.2% | -$117 | 减仓 |
| ARW | ARROW ELECTRS INC COM | $3,501 | 0.00% | 16 | -22 | -57.9% | -$4,814 | 减仓 |
| FTI | TECHNIPFMC PLC COM | $3,455 | 0.00% | 46 | -7 | -13.2% | -$526 | 减仓 |
| WSBF | WATERSTONE FINL INC MD COM | $3,437 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| NTST | NETSTREIT CORP COM | $3,433 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $3,432 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $3,422 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC COM | $3,414 | 0.00% | 24 | 5 | 26.3% | $711 | 加仓 |
| EFX | EQUIFAX INC COM | $3,409 | 0.00% | 20 | -43 | -68.3% | -$7,329 | 减仓 |
| VLY | VALLEY NATL BANCORP COM | $3,405 | 0.00% | 234 | 1 | 0.4% | $15 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $3,370 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $3,355 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. COM | $3,355 | 0.00% | 14 | 9 | 180.0% | $2,157 | 加仓 |
| FAF | FIRST AMERN FINL CORP COM | $3,314 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC COM | $3,284 | 0.00% | 17 | -1 | -5.6% | -$193 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC COM | $3,277 | 0.00% | 19 | -7 | -26.9% | -$1,207 | 减仓 |
| WRB | BERKLEY W R CORP COM | $3,258 | 0.00% | 45 | -25 | -35.7% | -$1,810 | 减仓 |
| ONTO | ONTO INNOVATION INC COM | $3,248 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $3,228 | 0.00% | 58 | 0 | 0.0% | — | 不变 |