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 |
|---|---|---|---|---|---|---|---|---|
| BWFG | BANKWELL FINL GROUP INC COM | $885 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO COM | $884 | 0.00% | 134 | 86 | 179.2% | $567 | 加仓 |
| FIZZ | NATIONAL BEVERAGE CORP COM | $873 | 0.00% | 25 | 19 | 316.7% | $663 | 重新持有 |
| ROKU | ROKU INC COM CL A | $871 | 0.00% | 7 | 3 | 75.0% | $373 | 加仓 |
| — | PACER INDUSTRIAL REAL ESTATE ETF | $866 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ACEL | ACCEL ENTERTAINMENT INC COM CL A1 | $861 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $861 | 0.00% | 2 | 2 | — | $861 | 新建仓 |
| HIFS | HINGHAM INSTN SVGS MASS COM | $853 | 0.00% | 3 | -1 | -25.0% | -$284 | 减仓 |
| ENVA | ENOVA INTL INC COM | $847 | 0.00% | 5 | 5 | — | $847 | 新建仓 |
| ALRS | ALERUS FINL CORP COM | $841 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| QTWO | Q2 HLDGS INC COM | $838 | 0.00% | 16 | 16 | — | $838 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY COM | $837 | 0.00% | 40 | -185 | -82.2% | -$3,871 | 重新持有 |
| AUR | AURORA INNOVATION INC CLASS A COM | $836 | 0.00% | 128 | 128 | — | $836 | 新建仓 |
| — | SEER INC COM CL A | $832 | 0.00% | 447 | 0 | 0.0% | — | 不变 |
| WASH | WASHINGTON TR BANCORP INC COM | $826 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC CL A | $825 | 0.00% | 32 | 30 | 1,500.0% | $773 | 加仓 |
| MRTN | MARTEN TRANS LTD COM | $823 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $822 | 0.00% | 18 | -5 | -21.7% | -$228 | 减仓 |
| GFS | GLOBALFOUNDRIES INC ORDINARY SHARES | $815 | 0.00% | 11 | 1 | 10.0% | $74 | 重新持有 |
| MCFT | MASTERCRAFT BOAT HLDGS INC COM | $809 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| PSO | PEARSON PLC SPONSORED ADR | $803 | 0.00% | 53 | 2 | 3.9% | $30 | 加仓 |
| CASS | CASS INFORMATION SYS INC COM | $802 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC CLASS A COM STK | $797 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| — | WEYCO GROUP INC COM | $795 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| RYAN | RYAN SPECIALTY HOLDINGS INC CL A | $795 | 0.00% | 26 | 24 | 1,200.0% | $734 | 加仓 |
| FHN | FIRST HORIZON CORPORATION COM | $793 | 0.00% | 32 | 15 | 88.2% | $372 | 加仓 |
| BG | BUNGE GLOBAL SA COM SHS | $786 | 0.00% | 7 | 3 | 75.0% | $337 | 加仓 |
| DVA | DAVITA INC COM | $786 | 0.00% | 5 | 1 | 25.0% | $157 | 加仓 |
| TNDM | TANDEM DIABETES CARE INC COM NEW | $777 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC CL A | $772 | 0.00% | 7 | 3 | 75.0% | $331 | 重新持有 |
| PENN | PENN ENTERTAINMENT INC COM | $770 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC COM | $769 | 0.00% | 4 | 2 | 100.0% | $384 | 加仓 |
| FER | FERROVIAL NV ORD SHS | $766 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC COM | $766 | 0.00% | 14 | 13 | 1,300.0% | $711 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST INC COM CL A | $762 | 0.00% | 40 | 1 | 2.6% | $19 | 加仓 |
| ANIP | ANI PHARMACEUTICALS INC COM | $762 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SPSC | SPS COMM INC COM | $760 | 0.00% | 13 | 13 | — | $760 | 新建仓 |
| JBBB | JANUS HENDERSON B-BBB CLO ETF | $759 | 0.00% | 17 | 2 | 13.3% | $89 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $755 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC COM | $753 | 0.00% | 10 | 5 | 100.0% | $376 | 加仓 |
| CNNE | CANNAE HLDGS INC COM | $752 | 0.00% | 55 | 17 | 44.7% | $232 | 重新持有 |
| VNOM | VIPER ENERGY INC CL A | $750 | 0.00% | 15 | 15 | — | $750 | 新建仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $746 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO COM | $739 | 0.00% | 9 | -34 | -79.1% | -$2,792 | 减仓 |
| GIB | CGI INC CL A SUB VTG | $737 | 0.00% | 11 | -1 | -8.3% | -$67 | 重新持有 |
| WAL | WESTERN ALLIANCE BANCORP COM | $737 | 0.00% | 9 | -82 | -90.1% | -$6,715 | 重新持有 |
| EFC | ELLINGTON FINANCIAL INC COM | $735 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $734 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC CL A COM | $733 | 0.00% | 52 | -10 | -16.1% | -$141 | 减仓 |
| MARA | MARA HOLDINGS INC COM | $730 | 0.00% | 60 | 40 | 200.0% | $487 | 加仓 |
| R | RYDER SYS INC COM | $729 | 0.00% | 4 | 1 | 33.3% | $182 | 加仓 |
| ARMK | ARAMARK COM | $728 | 0.00% | 17 | 6 | 54.5% | $257 | 加仓 |
| TFLR | T. ROWE PRICE FLOATING RATE ETF | $716 | 0.00% | 15 | 1 | 7.1% | $48 | 加仓 |
| UTMD | UTAH MED PRODS INC COM | $714 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ITIC | INVESTORS TITLE CO NC COM | $713 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EEFT | EURONET WORLDWIDE INC COM | $705 | 0.00% | 10 | 4 | 66.7% | $282 | 加仓 |
| WT | WISDOMTREE INC COM | $694 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| FLBL | FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND | $692 | 0.00% | 31 | 1 | 3.3% | $22 | 加仓 |
| — | BRAEMAR HOTELS & RESORTS INC COM | $690 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| — | BCB BANCORP INC COM | $690 | 0.00% | 68 | 68 | — | $690 | 新建仓 |
| STC | STEWART INFORMATION SVCS CORP COM | $687 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | $685 | 0.00% | 19 | -16 | -45.7% | -$577 | 减仓 |
| SCCO | SOUTHERN COPPER CORP COM | $685 | 0.00% | 4 | 4 | — | $685 | 新建仓 |
| NMIH | NMI HLDGS INC COM | $678 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | COSTAMARE BULKERS HLDGS LTD COM SHS | $678 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| TFII | TRANSFORCE INC COM | $678 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BOW | BOWHEAD SPECIALTY HLDGS INC COM SHS | $677 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| — | MODIV INDUSTRIAL INC COM STK CL C | $676 | 0.00% | 38 | 38 | — | $676 | 新建仓 |
| KMX | CARMAX INC COM | $671 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| PRTH | PRIORITY TECHNOLOGY HLDGS INC COM | $670 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| FCN | FTI CONSULTING INC COM | $668 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FMS | FRESENIUS MEDICAL CARE AG SPONSORED ADR | $667 | 0.00% | 33 | -37 | -52.9% | -$748 | 减仓 |
| RRX | REGAL REXNORD CORPORATION COM | $667 | 0.00% | 3 | 3 | — | $667 | 新建仓 |
| FDS | FACTSET RESH SYS INC COM | $663 | 0.00% | 4 | -17 | -81.0% | -$2,818 | 减仓 |
| EPAM | EPAM SYS INC COM | $658 | 0.00% | 6 | 4 | 200.0% | $439 | 加仓 |
| — | BLUE RIDGE BANKSHARES INC VA COM | $653 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| CLDT | CHATHAM LODGING TR COM | $652 | 0.00% | 73 | 73 | — | $652 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $650 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| NEWT | NEWTEKONE INC COM NEW | $648 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC COM | $645 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| GFF | GRIFFON CORP COM | $638 | 0.00% | 7 | 7 | — | $638 | 新建仓 |
| SYNA | SYNAPTICS INC COM | $626 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC COM | $624 | 0.00% | 3 | 3 | — | $624 | 新建仓 |
| MOG/A | MOOG INC CL A | $622 | 0.00% | 2 | 2 | — | $622 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO COM | $619 | 0.00% | 58 | 2 | 3.6% | $21 | 加仓 |
| GL | GLOBE LIFE INC COM | $617 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| WD | WALKER & DUNLOP INC COM | $614 | 0.00% | 12 | 12 | — | $614 | 新建仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | $612 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES COM | $612 | 0.00% | 46 | 45 | 4,500.0% | $599 | 加仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $610 | 0.00% | 13 | -125 | -90.6% | -$5,865 | 减仓 |
| RC | READY CAPITAL CORP COM | $607 | 0.00% | 304 | 4 | 1.3% | $8 | 加仓 |
| MUSA | MURPHY USA INC COM | $605 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC COM | $602 | 0.00% | 3 | 1 | 50.0% | $201 | 加仓 |
| VGNT | VERSIGENT PLC ORDINARY SHARES | $600 | 0.00% | 16 | 16 | — | $600 | 新建仓 |
| ASB | ASSOCIATED BANC-CORP COM | $597 | 0.00% | 21 | 21 | — | $597 | 新建仓 |
| DGICA | DONEGAL GROUP INC CL A | $596 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | TAYLOR MORRISON HOME CORP COM | $595 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FENC | FENNEC PHARMACEUTICALS INC COM | $592 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| DSGR | DISTRIBUTION SOLUTIONS GRP INC COM | $589 | 0.00% | 21 | 21 | — | $589 | 新建仓 |
| SN | SHARKNINJA INC COM SHS | $588 | 0.00% | 5 | 5 | — | $588 | 新建仓 |