13F 机构持仓

Cornerstone Planning Group LLC

FAIRFIELD NJ · SEC CIK 0001822587

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$7.94亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

QQQM 10.9%
FENI 9.5%
FNDX 6.9%
BIV 5.8%
SMLF 5.2%
IMCG 4.7%
IVV 2.7%
ICVT 2.6%
REZ 2.6%
HYDB 2.4%

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
WASH WASHINGTON TR BANCORP INC COM $9990.00%26 00.0% — 不变
DTCR GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF $9980.00%35 00.0% — 不变
CLDT CHATHAM LODGING TR COM $9980.00%74 11.4% $13 加仓
WEN WENDYS CO COM $9970.00%135 10.7% $7 加仓
ALRS ALERUS FINL CORP COM $9970.00%31 00.0% — 不变
CRK COMSTOCK RES INC COM $9950.00%71 00.0% — 不变
ACLS AXCELIS TECHNOLOGIES INC COM NEW $9940.00%7 00.0% — 不变
BLDR BUILDERS FIRSTSOURCE INC COM $9940.00%14 10250.0% $710 加仓
ARVN ARVINAS INC COM $9830.00%119 00.0% — 不变
INVX INNOVEX INTERNATIONAL INC COM $9790.00%36 00.0% — 不变
REPL REPLIMUNE GROUP INC COM $9780.00%91 91— $978 新建仓
XRT STATE STREET SPDR S&P RETAIL ETF $9760.00%11 11— $976 新建仓
CTO CTO RLTY GROWTH INC NEW COM $9750.00%44 00.0% — 不变
GXO GXO LOGISTICS INCORPORATED COMMON STOCK $9720.00%18 00.0% — 不变
MRTN MARTEN TRANS LTD COM $9700.00%56 00.0% — 不变
— WEYCO GROUP INC COM $9670.00%25 00.0% — 不变
HUN HUNTSMAN CORP COM $9650.00%73 00.0% — 不变
MNDY MONDAY COM LTD SHS $9610.00%13 -59-81.9% -$4,361 重新持有
CHCT COMMUNITY HEALTHCARE TR INC COM $9530.00%52 00.0% — 不变
SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF $9510.00%34 00.0% — 不变
BCRX BIOCRYST PHARMACEUTICALS INC COM $9510.00%100 00.0% — 不变
PEN PENUMBRA INC COM $9500.00%3 -84-96.6% -$2.66万 减仓
DIOD DIODES INC COM $9500.00%10 00.0% — 不变
PENN PENN ENTERTAINMENT INC COM $9420.00%45 00.0% — 不变
— STRATEGY SHARES NASDAQ 7HANDL INDEX ETF $9380.00%41 00.0% — 不变
VIR VIR BIOTECHNOLOGY INC COM $9350.00%100 00.0% — 不变
AVA AVISTA CORP COM $9290.00%22 00.0% — 不变
GSHD GOOSEHEAD INS INC COM CL A $9250.00%18 18— $925 新建仓
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF $9210.00%44 00.0% — 不变
RGTI RIGETTI COMPUTING INC COMMON STOCK $9140.00%60 60— $914 新建仓
VLGEA VILLAGE SUPER MKT INC CL A NEW $9130.00%21 21— $913 新建仓
ARMK ARAMARK COM $9110.00%16 -1-5.9% -$57 减仓
FENC FENNEC PHARMACEUTICALS INC COM $9080.00%88 00.0% — 不变
VRNS VARONIS SYS INC COM $9070.00%20 00.0% — 不变
NWSA NEWS CORP NEW CL A $9040.00%33 23230.0% $630 加仓
IMKTA INGLES MKTS INC CL A $8960.00%10 10— $896 新建仓
MUR MURPHY OIL CORP COM $8910.00%23 -35-60.3% -$1,356 减仓
DKNG DRAFTKINGS INC NEW COM CL A $8900.00%39 00.0% — 不变
PCYO PURE CYCLE CORP COM NEW $8810.00%82 00.0% — 不变
FIG FIGMA INC CLASS A COM STK $8800.00%41 00.0% — 不变
HIFS HINGHAM INSTN SVGS MASS COM $8640.00%3 00.0% — 不变
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM $8640.00%12 12— $864 新建仓
ITIC INVESTORS TITLE CO NC COM $8500.00%3 00.0% — 不变
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF $8470.00%10 -190-95.0% -$1.61万 减仓
AUR AURORA INNOVATION INC CLASS A COM $8460.00%128 00.0% — 不变
RR RICHTECH ROBOTICS INC CL B $8400.00%500 00.0% — 不变
R RYDER SYS INC COM $8400.00%3 -1-25.0% -$280 减仓
MCFT MASTERCRAFT BOAT HLDGS INC COM $8380.00%34 00.0% — 不变
ALSN ALLISON TRANSMISSION HLDGS INC COM $8330.00%7 00.0% — 不变
QXO QXO INC COM NEW $8310.00%60 60— $831 新建仓
ACEL ACCEL ENTERTAINMENT INC COM CL A1 $8240.00%69 00.0% — 不变
PRTH PRIORITY TECHNOLOGY HLDGS INC COM $8240.00%128 00.0% — 不变
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF $8180.00%17 -1-5.6% -$48 减仓
CNNE CANNAE HLDGS INC COM $8150.00%55 00.0% — 不变
CWK CUSHMAN AND WAKEFIELD LTD COMMON SHARES $8120.00%65 00.0% — 不变
MOG/A MOOG INC CL A $8060.00%2 00.0% — 不变
BXDC BLACKSTONE DIGITAL INFRASTRUCT COMMON STOCK $8060.00%40 40— $806 新建仓
EXLS EXLSERVICE HLDGS INC COM $8050.00%30 -243-89.0% -$6,520 减仓
SBRA SABRA HEALTH CARE REIT INC COM $8030.00%37 12.8% $22 加仓
FCG FIRST TRUST NATURAL GAS ETF $7910.00%27 27— $791 新建仓
CNM CORE & MAIN INC CL A $7880.00%18 -2-10.0% -$88 减仓
WEX WEX INC COM $7780.00%5 -6-54.5% -$934 减仓
CASK MGP INGREDIENTS INC NEW COM $7780.00%43 1872.0% $326 重新持有
SLGN SILGAN HLDGS INC COM $7740.00%17 -68-80.0% -$3,096 减仓
VNOM VIPER ENERGY INC CL A $7700.00%17 213.3% $91 加仓
YELP YELP INC CL A $7690.00%31 20181.8% $496 加仓
— TECNOGLASS INC COM SHS $7690.00%17 17— $769 新建仓
LYFT LYFT INC CL A COM $7620.00%52 00.0% — 不变
TFII TFI INTERNATIONAL INC COM $7620.00%5 00.0% — 不变
KSS KOHLS CORP COM $7610.00%40 00.0% — 不变
WT WISDOMTREE INC COM $7570.00%38 00.0% — 不变
EFC ELLINGTON FINANCIAL INC COM $7530.00%56 00.0% — 不变
WAL WESTERN ALLIANCE BANCORP COM $7510.00%9 00.0% — 不变
NMIH NMI HLDGS INC COM $7500.00%18 00.0% — 不变
TSEM TOWER SEMICONDUCTOR LTD SHS NEW $7490.00%3 3— $749 新建仓
ALGM ALLEGRO MICROSYSTEMS INC COM $7480.00%15 00.0% — 不变
MGEE MGE ENERGY INC COM $7470.00%9 9— $747 新建仓
MARA MARA HOLDINGS INC COM $7450.00%60 00.0% — 不变
NEWT NEWTEKONE INC COM NEW $7370.00%50 00.0% — 不变
RBRK RUBRIK INC. CL A $7370.00%10 225.0% $147 加仓
SN SHARKNINJA INC COM SHS $7360.00%5 00.0% — 不变
HAUZ XTRACKERS INTERNATIONAL REAL ESTATE ETF $7320.00%32 32— $732 新建仓
BCE BCE INC COM NEW $7300.00%34 20142.9% $429 加仓
INVA INNOVIVA INC COM $7290.00%34 -149-81.4% -$3,195 减仓
RCI ROGERS COMMUNICATIONS INC CL B $7250.00%22 -4-15.4% -$132 减仓
— TAYLOR MORRISON HOME CORP COM $7250.00%10 00.0% — 不变
DSGR DISTRIBUTION SOLUTIONS GRP INC COM $7250.00%21 00.0% — 不变
SYNA SYNAPTICS INC COM $7240.00%6 00.0% — 不变
CWST CASELLA WASTE SYS INC CL A $7230.00%8 8— $723 新建仓
AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A $7100.00%40 00.0% — 不变
PTCT PTC THERAPEUTICS INC COM $7060.00%9 00.0% — 不变
— LONGEVERON INC CL A NEW $7050.00%1,125 00.0% — 不变
FER FERROVIAL NV ORD SHS $7050.00%11 00.0% — 不变
— BCB BANCORP INC COM $7000.00%68 00.0% — 不变
CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF $6980.00%25 -11-30.6% -$307 减仓
ANIP ANI PHARMACEUTICALS INC COM $6980.00%9 00.0% — 不变
DCO DUCOMMUN INC DEL COM $6980.00%4 00.0% — 不变
STC STEWART INFORMATION SVCS CORP COM $6970.00%10 00.0% — 不变
— COSTAMARE BULKERS HLDGS LTD COM SHS $6970.00%37 00.0% — 不变
— MODIV INDUSTRIAL INC COM STK CL C $6970.00%38 00.0% — 不变