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 |
|---|---|---|---|---|---|---|---|---|
| ORRF | ORRSTOWN FINL SVCS INC COM | $1,993 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC COM | $1,982 | 0.00% | 19 | 1 | 5.6% | $104 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC CL A | $1,981 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| CRAI | CRA INTL INC COM | $1,970 | 0.00% | 13 | -63 | -82.9% | -$9,547 | 减仓 |
| BEN | FRANKLIN RESOURCES INC COM | $1,945 | 0.00% | 64 | 10 | 18.5% | $304 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $1,940 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| LMB | LIMBACH HLDGS INC COM | $1,940 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP COM | $1,940 | 0.00% | 24 | -2,398 | -99.0% | -$19.38万 | 重新持有 |
| PCTY | PAYLOCITY HLDG CORP COM | $1,939 | 0.00% | 18 | 1 | 5.9% | $108 | 加仓 |
| OMF | ONEMAIN HLDGS INC COM | $1,939 | 0.00% | 36 | 16 | 80.0% | $862 | 加仓 |
| CVCO | CAVCO INDS INC DEL COM | $1,936 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| YORW | YORK WTR CO COM | $1,922 | 0.00% | 66 | -152 | -69.7% | -$4,426 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $1,918 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $1,914 | 0.00% | 178 | -697 | -79.7% | -$7,495 | 减仓 |
| JLL | JONES LANG LASALLE INC COM | $1,909 | 0.00% | 6 | 2 | 50.0% | $636 | 加仓 |
| EQNR | EQUINOR ASA SPONSORED ADR | $1,903 | 0.00% | 46 | 29 | 170.6% | $1,200 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $1,891 | 0.00% | 178 | -3 | -1.7% | -$32 | 减仓 |
| BYD | BOYD GAMING CORP COM | $1,850 | 0.00% | 22 | 14 | 175.0% | $1,177 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO COM | $1,815 | 0.00% | 30 | 30 | — | $1,815 | 新建仓 |
| BKSY | BLACKSKY TECHNOLOGY INC CL A NEW | $1,798 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $1,780 | 0.00% | 4 | 4 | — | $1,780 | 新建仓 |
| SOBO | SOUTH BOW CORP COM | $1,766 | 0.00% | 50 | 28 | 127.3% | $989 | 加仓 |
| MGNX | MACROGENICS INC COM | $1,764 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW COM | $1,746 | 0.00% | 56 | -585 | -91.3% | -$1.82万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC COM | $1,746 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V SHS | $1,743 | 0.00% | 242 | -63 | -20.7% | -$454 | 减仓 |
| — | CANTALOUPE INC COM | $1,725 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP COM | $1,723 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | CRINETICS PHARMACEUTICALS INC COM | $1,712 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD SHS | $1,711 | 0.00% | 7 | 4 | 133.3% | $978 | 加仓 |
| BIOA | BIOAGE LABS INC COM | $1,702 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $1,693 | 0.00% | 64 | 12 | 23.1% | $317 | 加仓 |
| AWR | AMER STATES WTR CO COM | $1,682 | 0.00% | 23 | 9 | 64.3% | $658 | 加仓 |
| PODD | INSULET CORP COM | $1,676 | 0.00% | 10 | -2 | -16.7% | -$335 | 减仓 |
| IOT | SAMSARA INC COM CL A | $1,675 | 0.00% | 55 | 55 | — | $1,675 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC COM | $1,669 | 0.00% | 9 | -2 | -18.2% | -$371 | 减仓 |
| DEC | DIVERSIFIED ENERGY CO COMMON STOCK | $1,669 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| LCII | LCI INDS COM | $1,637 | 0.00% | 15 | 1 | 7.1% | $109 | 加仓 |
| FPI | FARMLAND PARTNERS INC COM | $1,636 | 0.00% | 155 | 1 | 0.6% | $11 | 加仓 |
| WFRD | WEATHERFORD INTL PLC ORD SHS | $1,630 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CZR | CAESARS ENTERTAINMENT INC NEW COM | $1,630 | 0.00% | 58 | 10 | 20.8% | $281 | 加仓 |
| WEX | WEX INC COM | $1,620 | 0.00% | 11 | 4 | 57.1% | $589 | 加仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $1,616 | 0.00% | 44 | 1 | 2.3% | $37 | 加仓 |
| CMCL | CALEDONIA MNG CORP SHS NEW | $1,615 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| GLOB | GLOBANT S A COM | $1,604 | 0.00% | 40 | -7 | -14.9% | -$281 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $1,585 | 0.00% | 13 | -12 | -48.0% | -$1,463 | 减仓 |
| AGNC | AGNC INVT CORP COM | $1,579 | 0.00% | 148 | 5 | 3.5% | $53 | 加仓 |
| CLH | CLEAN HARBORS INC COM | $1,569 | 0.00% | 5 | 3 | 150.0% | $941 | 重新持有 |
| INCY | INCYTE CORP COM | $1,560 | 0.00% | 16 | 11 | 220.0% | $1,072 | 加仓 |
| — | LXP INDUSTRIAL TRUST COM | $1,553 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| NECB | NORTHEAST CMNTY BANCORP INC COM | $1,547 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC CL A | $1,544 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC COM | $1,540 | 0.00% | 44 | 1 | 2.3% | $35 | 加仓 |
| SNN | SMITH & NEPHEW PLC SPDN ADR NEW | $1,535 | 0.00% | 49 | 27 | 122.7% | $846 | 加仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $1,534 | 0.00% | 25 | 5 | 25.0% | $307 | 加仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $1,519 | 0.00% | 14 | 14 | — | $1,519 | 新建仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC COM | $1,504 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC COM CL A | $1,502 | 0.00% | 61 | -5 | -7.6% | -$123 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC SHS | $1,499 | 0.00% | 20 | 20 | — | $1,499 | 新建仓 |
| RHI | ROBERT HALF INC. COM | $1,494 | 0.00% | 56 | -46 | -45.1% | -$1,227 | 减仓 |
| HPQ | HP INC COM | $1,483 | 0.00% | 71 | 45 | 173.1% | $940 | 加仓 |
| CAI | CARIS LIFE SCIENCES INC COM | $1,479 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC COM NEW | $1,474 | 0.00% | 86 | 86 | — | $1,474 | 新建仓 |
| TME | TENCENT MUSIC ENTMT GROUP SPON ADS | $1,466 | 0.00% | 160 | 48 | 42.9% | $440 | 加仓 |
| JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | $1,457 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | TRI POINTE HOMES INC COM | $1,452 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC COM | $1,449 | 0.00% | 11 | -17 | -60.7% | -$2,239 | 减仓 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $1,440 | 0.00% | 31 | -22 | -41.5% | -$1,022 | 减仓 |
| PRIM | PRIMORIS SVCS CORP COM | $1,421 | 0.00% | 7 | 4 | 133.3% | $812 | 加仓 |
| TDC | TERADATA CORP DEL COM | $1,414 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| — | NATHANS FAMOUS INC COM | $1,413 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION COM | $1,411 | 0.00% | 34 | 4 | 13.3% | $166 | 加仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $1,409 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC COM | $1,395 | 0.00% | 17 | 1 | 6.2% | $82 | 加仓 |
| IPAR | INTERPARFUMS INC COM | $1,376 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| USAC | USA COMPRESSION PARTNERS LP COM UNIT LTDPAR | $1,368 | 0.00% | 50 | 50 | — | $1,368 | 新建仓 |
| — | NAVIENT CORPORATION COM | $1,359 | 0.00% | 156 | 140 | 875.0% | $1,220 | 重新持有 |
| MTN | VAIL RESORTS INC COM | $1,352 | 0.00% | 11 | -4 | -26.7% | -$492 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $1,351 | 0.00% | 10 | 3 | 42.9% | $405 | 加仓 |
| — | QORVO INC COM | $1,349 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC CL A | $1,347 | 0.00% | 31 | 30 | 3,000.0% | $1,304 | 加仓 |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETF | $1,334 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $1,330 | 0.00% | 22 | 13 | 144.4% | $786 | 加仓 |
| HAS | HASBRO INC COM | $1,328 | 0.00% | 15 | 9 | 150.0% | $797 | 加仓 |
| TPG | TPG INC COM CL A | $1,323 | 0.00% | 29 | 11 | 61.1% | $502 | 加仓 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $1,323 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| CON | CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK | $1,316 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC COM | $1,316 | 0.00% | 94 | -216 | -69.7% | -$3,024 | 重新持有 |
| GLNG | GOLAR LNG LTD SHS | $1,314 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| TR | TOOTSIE ROLL INDS INC COM | $1,310 | 0.00% | 31 | 28 | 933.3% | $1,183 | 重新持有 |
| COHU | COHU INC COM | $1,309 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $1,296 | 0.00% | 352 | 117 | 49.8% | $431 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $1,292 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR COM | $1,287 | 0.00% | 3 | -2 | -40.0% | -$858 | 减仓 |
| HIW | HIGHWOODS PPTYS INC COM | $1,281 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC CL A | $1,271 | 0.00% | 50 | 20 | 66.7% | $508 | 重新持有 |
| BIDU | BAIDU INC SPON ADR REP A | $1,263 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ARVN | ARVINAS INC COM | $1,263 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| CUZ | COUSINS PPTYS INC COM NEW | $1,258 | 0.00% | 49 | 1 | 2.1% | $26 | 加仓 |
| ASAN | ASANA INC CL A | $1,250 | 0.00% | 170 | 170 | — | $1,250 | 新建仓 |