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 |
|---|---|---|---|---|---|---|---|---|
| IEX | IDEX CORP COM | $2,232 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC CL A | $2,222 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP COM | $2,200 | 0.00% | 19 | 3 | 18.8% | $347 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $2,198 | 0.00% | 35 | -39 | -52.7% | -$2,449 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $2,192 | 0.00% | 43 | 3 | 7.5% | $153 | 加仓 |
| UDR | UDR INC COM | $2,184 | 0.00% | 55 | -5 | -8.3% | -$199 | 减仓 |
| SEIC | SEI INVTS CO COM | $2,173 | 0.00% | 22 | -8 | -26.7% | -$790 | 减仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $2,173 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP COM | $2,167 | 0.00% | 25 | 3 | 13.6% | $260 | 加仓 |
| AQN | ALGONQUIN POWER & UTILITIES CO COM | $2,152 | 0.00% | 361 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $2,152 | 0.00% | 24 | 8 | 50.0% | $717 | 加仓 |
| CPNG | COUPANG INC CL A | $2,141 | 0.00% | 137 | 23 | 20.2% | $359 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC COM | $2,131 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC COM | $2,122 | 0.00% | 33 | -8 | -19.5% | -$514 | 减仓 |
| EQNR | EQUINOR ASA SPONSORED ADR | $2,118 | 0.00% | 53 | 7 | 15.2% | $280 | 加仓 |
| PDBA | INVESCO AGRICULTURE COMMODITY STRATEGY NO K-1 ETF | $2,112 | 0.00% | 56 | -29 | -34.1% | -$1,094 | 减仓 |
| UNM | UNUM GROUP COM | $2,107 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DEC | DIVERSIFIED ENERGY CO COMMON STOCK | $2,099 | 0.00% | 157 | 55 | 53.9% | $735 | 加仓 |
| OTEX | OPEN TEXT CORP COM | $2,088 | 0.00% | 94 | 45 | 91.8% | $1,000 | 重新持有 |
| RUM | RUM GROUP INC COM CL A | $2,079 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL COM | $2,077 | 0.00% | 20 | 1 | 5.3% | $104 | 加仓 |
| TSN | TYSON FOODS INC CL A | $2,071 | 0.00% | 36 | -8 | -18.2% | -$460 | 减仓 |
| KHC | KRAFT HEINZ CO COM | $2,061 | 0.00% | 79 | -369 | -82.4% | -$9,627 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION COM NEW | $2,061 | 0.00% | 15 | -3 | -16.7% | -$412 | 减仓 |
| HSHP | HIMALAYA SHIPPING LTD ORD SHS | $2,053 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| CRAI | CRA INTL INC COM | $2,053 | 0.00% | 12 | -1 | -7.7% | -$171 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | $2,036 | 0.00% | 29 | -11 | -27.5% | -$772 | 减仓 |
| TTD | THE TRADE DESK INC COM CL A | $1,987 | 0.00% | 113 | 52 | 85.2% | $914 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $1,976 | 0.00% | 43 | -69 | -61.6% | -$3,171 | 减仓 |
| NTNX | NUTANIX INC CL A | $1,974 | 0.00% | 37 | 6 | 19.4% | $320 | 加仓 |
| AMSF | AMERISAFE INC COM | $1,973 | 0.00% | 63 | 53 | 530.0% | $1,660 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC COM | $1,968 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP COM | $1,968 | 0.00% | 53 | 48 | 960.0% | $1,782 | 重新持有 |
| BOX | BOX INC CL A | $1,963 | 0.00% | 69 | -60 | -46.5% | -$1,707 | 减仓 |
| PNR | PENTAIR PLC SHS | $1,956 | 0.00% | 31 | 2 | 6.9% | $126 | 加仓 |
| AGI | ALAMOS GOLD INC COM CL A | $1,955 | 0.00% | 64 | 64 | — | $1,955 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $1,952 | 0.00% | 3 | -1 | -25.0% | -$651 | 减仓 |
| ECHO | ECHOSTAR CORP CL A | $1,938 | 0.00% | 21 | -1 | -4.5% | -$92 | 减仓 |
| LEN/B | LENNAR CORP CL B | $1,936 | 0.00% | 24 | -4 | -14.3% | -$323 | 减仓 |
| IDT | IDT CORP CL B NEW | $1,926 | 0.00% | 30 | 7 | 30.4% | $449 | 加仓 |
| SOBO | SOUTH BOW CORP COM | $1,924 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC CL A | $1,914 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC COM | $1,910 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| COLM | COLUMBIA SPORTSWEAR CO COM | $1,904 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VSTS | VESTIS CORPORATION COM SHS | $1,860 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| CAE | CAE INC COM | $1,845 | 0.00% | 76 | -66 | -46.5% | -$1,602 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $1,844 | 0.00% | 10 | -1 | -9.1% | -$184 | 减仓 |
| — | LXP INDUSTRIAL TRUST COM | $1,835 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| IPAR | INTERPARFUMS INC COM | $1,833 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ORC | ORCHID IS CAP INC COM NEW | $1,820 | 0.00% | 272 | 235 | 635.1% | $1,572 | 重新持有 |
| LVS | LAS VEGAS SANDS CORP COM | $1,814 | 0.00% | 40 | -31 | -43.7% | -$1,406 | 减仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC COM | $1,811 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP COM | $1,807 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CON | CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK | $1,807 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $1,803 | 0.00% | 59 | 18 | 43.9% | $550 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN BE COM | $1,795 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| WMK | WEIS MKTS INC COM | $1,793 | 0.00% | 23 | 18 | 360.0% | $1,403 | 加仓 |
| FTAI | FTAI AVIATION LTD SHS | $1,780 | 0.00% | 8 | 1 | 14.3% | $222 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC CL A | $1,768 | 0.00% | 45 | 19 | 73.1% | $746 | 加仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $1,765 | 0.00% | 35 | 35 | — | $1,765 | 新建仓 |
| NOG | NORTHERN OIL & GAS INC COM | $1,764 | 0.00% | 80 | 42 | 110.5% | $926 | 加仓 |
| BROS | DUTCH BROS INC CL A | $1,754 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $1,732 | 0.00% | 4 | 2 | 100.0% | $866 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $1,727 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TROX | TRONOX HOLDINGS PLC SHS | $1,701 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| GNE | GENIE ENERGY LTD CL B | $1,697 | 0.00% | 117 | 14 | 13.6% | $203 | 重新持有 |
| NECB | NORTHEAST CMNTY BANCORP INC COM | $1,690 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| CVLT | COMMVAULT SYS INC COM | $1,683 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| AMC | AMC ENTMT HLDGS INC CL A NEW | $1,683 | 0.00% | 748 | 0 | 0.0% | — | 不变 |
| MMSI | MERIT MED SYS INC COM | $1,682 | 0.00% | 23 | 23 | — | $1,682 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $1,674 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| GRFS | GRIFOLS S A SP ADR REP B NVT | $1,663 | 0.00% | 211 | 211 | — | $1,663 | 新建仓 |
| TECH | BIO-TECHNE CORP COM | $1,651 | 0.00% | 23 | -64 | -73.6% | -$4,594 | 减仓 |
| — | PUTNAM BDC INCOME ETF | $1,637 | 0.00% | 62 | -19 | -23.5% | -$502 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER L CL A | $1,622 | 0.00% | 30 | 30 | — | $1,622 | 新建仓 |
| BIZD | VANECK BDC INCOME ETF | $1,620 | 0.00% | 130 | -37 | -22.2% | -$461 | 减仓 |
| CBZ | CBIZ INC COM | $1,614 | 0.00% | 40 | 28 | 233.3% | $1,130 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $1,602 | 0.00% | 12 | -1 | -7.7% | -$134 | 减仓 |
| MTN | VAIL RESORTS INC COM | $1,594 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| LCII | LCI INDS COM | $1,567 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| KMPR | KEMPER CORP COM | $1,565 | 0.00% | 57 | 57 | — | $1,565 | 新建仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $1,563 | 0.00% | 8 | -3 | -27.3% | -$586 | 减仓 |
| HP | HELMERICH & PAYNE INC COM | $1,559 | 0.00% | 44 | -43 | -49.4% | -$1,524 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $1,558 | 0.00% | 16 | 5 | 45.5% | $487 | 加仓 |
| MOH | MOLINA HEALTHCARE INC COM | $1,552 | 0.00% | 7 | 3 | 75.0% | $665 | 加仓 |
| TIGR | UP FINTECH HLDG LTD SPONSORED ADS | $1,551 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDL N V SHS | $1,541 | 0.00% | 144 | 38 | 35.8% | $407 | 加仓 |
| GII | STATE STREET SPDR S&P GLOBAL INFRASTRUCTURE ETF | $1,538 | 0.00% | 20 | -10 | -33.3% | -$769 | 减仓 |
| JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | $1,535 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $1,532 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC COM | $1,531 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CUZ | COUSINS PPTYS INC COM NEW | $1,523 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| UTMD | UTAH MED PRODS INC COM | $1,522 | 0.00% | 22 | 11 | 100.0% | $761 | 加仓 |
| AR | ANTERO RESOURCES CORP COM | $1,517 | 0.00% | 43 | 3 | 7.5% | $106 | 重新持有 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $1,496 | 0.00% | 163 | -15 | -8.4% | -$138 | 减仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $1,491 | 0.00% | 128 | -39 | -23.4% | -$454 | 减仓 |
| COHU | COHU INC COM | $1,485 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $1,481 | 0.00% | 21 | -1 | -4.5% | -$71 | 减仓 |
| DCI | DONALDSON INC COM | $1,474 | 0.00% | 16 | -1 | -5.9% | -$92 | 减仓 |
| SMPL | SIMPLY GOOD FOODS CO COM | $1,474 | 0.00% | 140 | 140 | — | $1,474 | 新建仓 |