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 |
|---|---|---|---|---|---|---|---|---|
| SNN | SMITH & NEPHEW PLC SPDN ADR NEW | $1,437 | 0.00% | 48 | -1 | -2.0% | -$30 | 减仓 |
| DBX | DROPBOX INC CL A | $1,435 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ARCB | ARCBEST CORP COM | $1,434 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | $1,417 | 0.00% | 21 | -41 | -66.1% | -$2,767 | 减仓 |
| ICUI | ICU MED INC COM | $1,417 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETF | $1,414 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TME | TENCENT MUSIC ENTMT GROUP SPON ADS | $1,405 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW COM | $1,399 | 0.00% | 45 | -11 | -19.6% | -$342 | 减仓 |
| BBY | BEST BUY INC COM | $1,394 | 0.00% | 16 | 12 | 300.0% | $1,046 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY COM SER N | $1,381 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| GNW | GENWORTH FINL INC COM SHS | $1,370 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $1,366 | 0.00% | 52 | -12 | -18.8% | -$315 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES INC COM | $1,366 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | NATHANS FAMOUS INC COM | $1,364 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP COM | $1,363 | 0.00% | 54 | -128 | -70.3% | -$3,231 | 减仓 |
| CMCL | CALEDONIA MNG CORP SHS NEW | $1,359 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| — | NAVIENT CORPORATION COM | $1,352 | 0.00% | 157 | 1 | 0.6% | $9 | 加仓 |
| — | NI HLDGS INC COM | $1,352 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC COM | $1,350 | 0.00% | 23 | 23 | — | $1,350 | 新建仓 |
| USAC | USA COMPRESSION PARTNERS LP COM UNIT LTDPAR | $1,344 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PINE | ALPINE INCOME PPTY TR INC COM | $1,336 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| DRS | LEONARDO DRS INC COM | $1,331 | 0.00% | 29 | 16 | 123.1% | $734 | 加仓 |
| TDC | TERADATA CORP DEL COM | $1,320 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| UE | URBAN EDGE PPTYS COM | $1,320 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND COM | $1,320 | 0.00% | 50 | 11 | 28.2% | $290 | 加仓 |
| FOX | FOX CORP CL B COM | $1,316 | 0.00% | 26 | 6 | 30.0% | $304 | 加仓 |
| MDXG | MIMEDX GROUP INC COM | $1,314 | 0.00% | 315 | 315 | — | $1,314 | 新建仓 |
| GIB | CGI INC CL A SUB VTG | $1,313 | 0.00% | 20 | 9 | 81.8% | $591 | 加仓 |
| SLG | SL GREEN RLTY CORP COM | $1,311 | 0.00% | 26 | -1 | -3.7% | -$50 | 减仓 |
| WFRD | WEATHERFORD INTL PLC ORD SHS | $1,307 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC COM | $1,305 | 0.00% | 33 | 23 | 230.0% | $910 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $1,300 | 0.00% | 58 | 15 | 34.9% | $336 | 加仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME SH BEN INT | $1,299 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP COM | $1,298 | 0.00% | 10 | -7 | -41.2% | -$909 | 减仓 |
| PSO | PEARSON PLC SPONSORED ADR | $1,287 | 0.00% | 80 | 27 | 50.9% | $434 | 加仓 |
| LMB | LIMBACH HLDGS INC COM | $1,282 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| TNET | TRINET GROUP INC COM | $1,265 | 0.00% | 21 | 15 | 250.0% | $904 | 重新持有 |
| GPK | GRAPHIC PACKAGING HLDG CO COM | $1,263 | 0.00% | 114 | 56 | 96.6% | $620 | 加仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC COM SHS | $1,257 | 0.00% | 43 | 16 | 59.3% | $468 | 加仓 |
| — | QORVO INC COM | $1,253 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PK | PARK HOTELS & RESORTS INC COM | $1,250 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC COM | $1,232 | 0.00% | 5 | 1 | 25.0% | $246 | 加仓 |
| RPD | RAPID7 INC COM | $1,229 | 0.00% | 124 | 61 | 96.8% | $605 | 加仓 |
| RDW | REDWIRE CORPORATION COM | $1,223 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP SPONSORED ADR | $1,216 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| TPG | TPG INC COM CL A | $1,212 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| — | EPSILON ENERGY LTD COM | $1,211 | 0.00% | 214 | 146 | 214.7% | $826 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $1,206 | 0.00% | 137 | -41 | -23.0% | -$361 | 减仓 |
| CDE | COEUR MNG INC COM NEW | $1,204 | 0.00% | 76 | -10 | -11.6% | -$158 | 减仓 |
| FFIV | F5 INC COM | $1,202 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CAI | CARIS LIFE SCIENCES INC COM | $1,200 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC COM | $1,199 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY COM | $1,195 | 0.00% | 36 | 36 | — | $1,195 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $1,193 | 0.00% | 29 | 17 | 141.7% | $699 | 加仓 |
| FPI | FARMLAND PARTNERS INC COM | $1,190 | 0.00% | 123 | -32 | -20.6% | -$310 | 减仓 |
| SNEX | STONEX GROUP INC COM | $1,184 | 0.00% | 16 | 5 | 45.5% | $370 | 加仓 |
| GO | GROCERY OUTLET HLDG CORP COM | $1,181 | 0.00% | 126 | 126 | — | $1,181 | 新建仓 |
| CRVL | CORVEL CORP COM | $1,180 | 0.00% | 20 | 20 | — | $1,180 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $1,179 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP COM | $1,176 | 0.00% | 13 | -1 | -7.1% | -$90 | 减仓 |
| ASAN | ASANA INC CL A | $1,170 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC COM | $1,169 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| GLOB | GLOBANT S A COM | $1,165 | 0.00% | 38 | -2 | -5.0% | -$61 | 减仓 |
| DVA | DAVITA INC COM | $1,160 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SD | SANDRIDGE ENERGY INC COM NEW | $1,148 | 0.00% | 82 | 57 | 228.0% | $798 | 加仓 |
| VECO | VEECO INSTRS INC DEL COM | $1,147 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| GLNG | GOLAR LNG LTD SHS | $1,144 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CRC | CALIFORNIA RES CORP COM STOCK | $1,131 | 0.00% | 21 | 21 | — | $1,131 | 新建仓 |
| BKSY | BLACKSKY TECHNOLOGY INC CL A NEW | $1,125 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC COM CL A | $1,114 | 0.00% | 9 | -5 | -35.7% | -$619 | 减仓 |
| ENVA | ENOVA INTL INC COM | $1,112 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP COM | $1,108 | 0.00% | 24 | -24 | -50.0% | -$1,108 | 减仓 |
| HTH | HILLTOP HLDGS INC COM | $1,106 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| — | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $1,104 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| COLD | AMERICOLD REALTY TRUST INC COM | $1,102 | 0.00% | 72 | -113 | -61.1% | -$1,730 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC COM | $1,102 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC COM CL A | $1,100 | 0.00% | 33 | -22 | -40.0% | -$733 | 减仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS COM | $1,097 | 0.00% | 83 | 57 | 219.2% | $753 | 加仓 |
| MGA | MAGNA INTL INC COM | $1,081 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC SPON ADR REP A | $1,075 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | FORAFRIC GLOBAL PLC ORDINARY SHARES | $1,070 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| BLKB | BLACKBAUD INC COM | $1,051 | 0.00% | 34 | 34 | — | $1,051 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $1,044 | 0.00% | 54 | -14 | -20.6% | -$271 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC COM | $1,044 | 0.00% | 7 | -1 | -12.5% | -$149 | 减仓 |
| PPLI | PEOPLE INC COM NEW | $1,043 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP COM | $1,040 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ATRC | ATRICURE INC COM | $1,039 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC COM SHS | $1,035 | 0.00% | 18 | -3 | -14.3% | -$172 | 减仓 |
| FHN | FIRST HORIZON CORPORATION COM | $1,029 | 0.00% | 40 | 8 | 25.0% | $206 | 加仓 |
| HMN | HORACE MANN EDUCATORS CORP NEW COM | $1,027 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC COM | $1,018 | 0.00% | 9 | -12 | -57.1% | -$1,357 | 减仓 |
| AVTR | AVANTOR INC COM | $1,018 | 0.00% | 93 | 29 | 45.3% | $317 | 加仓 |
| LQDH | ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF | $1,018 | 0.00% | 11 | 11 | — | $1,018 | 新建仓 |
| HSIC | SCHEIN HENRY INC COM | $1,018 | 0.00% | 12 | 12 | — | $1,018 | 新建仓 |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | $1,015 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| XRN | CHIRON REAL ESTATE INC COM NEW | $1,015 | 0.00% | 27 | -1 | -3.6% | -$38 | 减仓 |
| BWFG | BANKWELL FINL GROUP INC COM | $1,012 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $1,009 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP COM | $1,001 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ONIT | ONITY GROUP INC COM NEW | $999 | 0.00% | 25 | 0 | 0.0% | — | 不变 |