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 |
|---|---|---|---|---|---|---|---|---|
| FAF | FIRST AMERN FINL CORP COM | $3,214 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC COM | $3,204 | 0.00% | 12 | -3 | -20.0% | -$801 | 减仓 |
| WSBF | WATERSTONE FINL INC MD COM | $3,191 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP COM | $3,181 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| ACM | AECOM COM | $3,165 | 0.00% | 38 | -32 | -45.7% | -$2,665 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $3,155 | 0.00% | 38 | 35 | 1,166.7% | $2,906 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $3,139 | 0.00% | 31 | 7 | 29.2% | $709 | 加仓 |
| ASPN | ASPEN AEROGELS INC COM | $3,105 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| JOE | ST JOE CO COM | $3,055 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP COM | $3,027 | 0.00% | 48 | 27 | 128.6% | $1,703 | 加仓 |
| ALAB | ASTERA LABS INC COM | $3,020 | 0.00% | 14 | 12 | 600.0% | $2,589 | 加仓 |
| TSN | TYSON FOODS INC CL A | $2,949 | 0.00% | 44 | 8 | 22.2% | $536 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $2,909 | 0.00% | 19 | 9 | 90.0% | $1,378 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | $2,907 | 0.00% | 40 | 15 | 60.0% | $1,090 | 加仓 |
| PTC | PTC INC COM | $2,889 | 0.00% | 21 | 10 | 90.9% | $1,376 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC SUB VTG SHS | $2,886 | 0.00% | 78 | 9 | 13.0% | $333 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $2,871 | 0.00% | 58 | -38 | -39.6% | -$1,881 | 减仓 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $2,856 | 0.00% | 70 | -250 | -78.1% | -$1.02万 | 重新持有 |
| BFS | SAUL CTRS INC COM | $2,848 | 0.00% | 83 | 15 | 22.1% | $515 | 加仓 |
| CRBG | COREBRIDGE FINL INC COM | $2,846 | 0.00% | 100 | 89 | 809.1% | $2,533 | 加仓 |
| SSNC | SS&C TECH HLDGS COM | $2,843 | 0.00% | 42 | 2 | 5.0% | $135 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $2,842 | 0.00% | 35 | 17 | 94.4% | $1,380 | 加仓 |
| DLB | DOLBY LABORATORIES INC COM CL A | $2,834 | 0.00% | 48 | 48 | — | $2,834 | 新建仓 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $2,827 | 0.00% | 117 | -105 | -47.3% | -$2,537 | 减仓 |
| SNX | TD SYNNEX CORPORATION COM | $2,823 | 0.00% | 13 | 13 | — | $2,823 | 新建仓 |
| PRI | PRIMERICA INC COM | $2,775 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION CL A | $2,771 | 0.00% | 30 | -12 | -28.6% | -$1,108 | 减仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $2,747 | 0.00% | 134 | 101 | 306.1% | $2,070 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $2,733 | 0.00% | 9 | 3 | 50.0% | $911 | 加仓 |
| FTV | FORTIVE CORP COM | $2,732 | 0.00% | 46 | 40 | 666.7% | $2,376 | 加仓 |
| SEIC | SEI INVTS CO COM | $2,724 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC COM | $2,707 | 0.00% | 11 | 8 | 266.7% | $1,969 | 加仓 |
| AM | ANTERO MIDSTREAM CORP COM | $2,701 | 0.00% | 124 | 12 | 10.7% | $261 | 加仓 |
| TROX | TRONOX HOLDINGS PLC SHS | $2,694 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $2,688 | 0.00% | 47 | 26 | 123.8% | $1,487 | 加仓 |
| ZS | ZSCALER INC COM | $2,686 | 0.00% | 19 | 11 | 137.5% | $1,555 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION COM NEW | $2,685 | 0.00% | 18 | 6 | 50.0% | $895 | 加仓 |
| TLK | TELEKOMUNIKASI IND SPONSORED ADR | $2,682 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $2,674 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC COM | $2,673 | 0.00% | 17 | 3 | 21.4% | $472 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $2,640 | 0.00% | 100 | 100 | — | $2,640 | 新建仓 |
| VCYT | VERACYTE INC COM | $2,638 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| AIO | VIRTUS ARTIFICIAL INTELLIGENCE COM | $2,631 | 0.00% | 105 | 1 | 1.0% | $25 | 加仓 |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $2,626 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $2,621 | 0.00% | 114 | 13 | 12.9% | $299 | 加仓 |
| EVR | EVERCORE INC CLASS A | $2,611 | 0.00% | 8 | -6 | -42.9% | -$1,958 | 减仓 |
| CFR | CULLEN FROST BANKERS INC COM | $2,609 | 0.00% | 19 | 1 | 5.6% | $137 | 加仓 |
| TECK | TECK RESOURCES LTD CL B | $2,601 | 0.00% | 45 | 24 | 114.3% | $1,387 | 加仓 |
| ECHO | ECHOSTAR CORP CL A | $2,582 | 0.00% | 22 | 22 | — | $2,582 | 新建仓 |
| FRPT | FRESHPET INC COM | $2,528 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $2,528 | 0.00% | 4 | 3 | 300.0% | $1,896 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $2,526 | 0.00% | 173 | 7 | 4.2% | $102 | 加仓 |
| BKH | BLACK HILLS CORP COM | $2,511 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC COM CL A | $2,509 | 0.00% | 178 | 74 | 71.2% | $1,043 | 加仓 |
| RUM | RUMBLE INC COM CL A | $2,471 | 0.00% | 338 | 49 | 17.0% | $358 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC COM | $2,470 | 0.00% | 34 | -7,646 | -99.6% | -$55.55万 | 重新持有 |
| WAFD | WAFD INC COM | $2,463 | 0.00% | 70 | 1 | 1.4% | $35 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $2,455 | 0.00% | 27 | 11 | 68.8% | $1,000 | 加仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $2,455 | 0.00% | 167 | 145 | 659.1% | $2,132 | 加仓 |
| MUR | MURPHY OIL CORP COM | $2,417 | 0.00% | 58 | -2 | -3.3% | -$83 | 减仓 |
| BPOP | POPULAR INC COM NEW | $2,374 | 0.00% | 16 | 11 | 220.0% | $1,632 | 加仓 |
| CPNG | COUPANG INC CL A | $2,367 | 0.00% | 114 | -1,432 | -92.6% | -$2.97万 | 减仓 |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $2,359 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| LEN/B | LENNAR CORP CL B | $2,356 | 0.00% | 28 | 7 | 33.3% | $589 | 加仓 |
| MTCH | MATCH GROUP INC NEW COM | $2,339 | 0.00% | 63 | 15 | 31.2% | $557 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $2,335 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP COM | $2,326 | 0.00% | 17 | -5 | -22.7% | -$684 | 重新持有 |
| — | PUTNAM BDC INCOME ETF | $2,325 | 0.00% | 81 | 81 | — | $2,325 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $2,324 | 0.00% | 19 | 5 | 35.7% | $612 | 加仓 |
| GII | STATE STREET SPDR S&P GLOBAL INFRASTRUCTURE ETF | $2,317 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| FET | FORUM ENERGY TECHNOLOGIES INC COM | $2,312 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $2,295 | 0.00% | 67 | 3 | 4.7% | $103 | 加仓 |
| BWA | BORGWARNER INC COM | $2,292 | 0.00% | 41 | 21 | 105.0% | $1,174 | 加仓 |
| AQN | ALGONQUIN POWER & UTILITIES CO COM | $2,286 | 0.00% | 361 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $2,268 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $2,265 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $2,261 | 0.00% | 8 | -8 | -50.0% | -$2,261 | 减仓 |
| RMBS | RAMBUS INC DEL COM | $2,242 | 0.00% | 19 | 6 | 46.2% | $708 | 加仓 |
| BIZD | VANECK BDC INCOME ETF | $2,223 | 0.00% | 167 | 2 | 1.2% | $27 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC COM | $2,219 | 0.00% | 185 | -51 | -21.6% | -$612 | 减仓 |
| SARO | STANDARDAERO INC COM | $2,209 | 0.00% | 88 | 85 | 2,833.3% | $2,134 | 加仓 |
| UDR | UDR INC COM | $2,189 | 0.00% | 60 | -9 | -13.0% | -$328 | 减仓 |
| PNR | PENTAIR PLC SHS | $2,183 | 0.00% | 29 | -130 | -81.8% | -$9,786 | 减仓 |
| WU | WESTERN UN CO COM | $2,162 | 0.00% | 237 | -68 | -22.3% | -$620 | 减仓 |
| EBF | ENNIS INC COM | $2,158 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP COM | $2,158 | 0.00% | 10 | 9 | 900.0% | $1,942 | 加仓 |
| NTSK | NETSKOPE INC CL A | $2,154 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BSJS | INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | $2,128 | 0.00% | 98 | 2 | 2.1% | $43 | 加仓 |
| BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $2,105 | 0.00% | 91 | 1 | 1.1% | $23 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP CL A | $2,072 | 0.00% | 68 | 23 | 51.1% | $701 | 加仓 |
| TIGR | UP FINTECH HLDG LTD SPONSORED ADS | $2,058 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP COM NEW | $2,057 | 0.00% | 11 | 8 | 266.7% | $1,496 | 加仓 |
| IFS | INTERCORP FINL SVCS INC SHS | $2,053 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| VEL | VELOCITY FINL INC COM | $2,049 | 0.00% | 106 | 28 | 35.9% | $541 | 加仓 |
| HSHP | HIMALAYA SHIPPING LTD ORD SHS | $2,036 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELEC INDS INC MTN BE COM | $2,031 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| NWS | NEWS CORP NEW CL B | $2,028 | 0.00% | 69 | 64 | 1,280.0% | $1,881 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $2,019 | 0.00% | 11 | -132 | -92.3% | -$2.42万 | 减仓 |
| TKR | TIMKEN CO COM | $2,008 | 0.00% | 19 | 1 | 5.6% | $106 | 加仓 |
| SKYW | SKYWEST INC COM | $1,998 | 0.00% | 24 | 24 | — | $1,998 | 新建仓 |