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 |
|---|---|---|---|---|---|---|---|---|
| PTCT | PTC THERAPEUTICS INC COM | $586 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC COM | $586 | 0.00% | 11 | 10 | 1,000.0% | $533 | 重新持有 |
| — | BRT APARTMENTS CORP COM | $579 | 0.00% | 40 | 7 | 21.2% | $101 | 重新持有 |
| JRVR | JAMES RIV GROUP LTD COM SHS | $577 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| SCL | STEPAN CO COM | $576 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | SR BANCORP INC COM | $573 | 0.00% | 31 | 31 | — | $573 | 新建仓 |
| DCO | DUCOMMUN INC DEL COM | $571 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL COM | $571 | 0.00% | 4 | 4 | — | $571 | 新建仓 |
| GVA | GRANITE CONSTR INC COM | $567 | 0.00% | 4 | 4 | — | $567 | 新建仓 |
| XP | XP INC CL A | $567 | 0.00% | 30 | 30 | — | $567 | 新建仓 |
| KSS | KOHLS CORP COM | $565 | 0.00% | 40 | 1 | 2.6% | $14 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES COM NEW | $563 | 0.00% | 7 | 7 | — | $563 | 新建仓 |
| REX | REX AMERICAN RES CORP COM | $563 | 0.00% | 11 | 11 | — | $563 | 新建仓 |
| — | RICHMOND MUT BANCORPORATION COM | $563 | 0.00% | 37 | 37 | — | $563 | 新建仓 |
| UPST | UPSTART HLDGS INC COM | $562 | 0.00% | 18 | 2 | 12.5% | $62 | 加仓 |
| CSTM | CONSTELLIUM SE CL A SHS | $561 | 0.00% | 17 | -15 | -46.9% | -$495 | 减仓 |
| ASC | ARDMORE SHIPPING CORP COM | $553 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC COM | $552 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ESTC | ELASTIC N V ORD SHS | $552 | 0.00% | 11 | 10 | 1,000.0% | $502 | 加仓 |
| VRNS | VARONIS SYS INC COM | $549 | 0.00% | 20 | 20 | — | $549 | 新建仓 |
| TFSL | TFS FINL CORP COM | $548 | 0.00% | 37 | 1 | 2.8% | $15 | 加仓 |
| FUL | FULLER H B CO COM | $544 | 0.00% | 10 | 1 | 11.1% | $54 | 加仓 |
| EIG | EMPLOYERS HLDGS INC COM | $543 | 0.00% | 13 | 11 | 550.0% | $459 | 加仓 |
| PII | POLARIS INC COM | $542 | 0.00% | 9 | 1 | 12.5% | $60 | 加仓 |
| TEM | TEMPUS AI INC CL A | $541 | 0.00% | 10 | 9 | 900.0% | $487 | 加仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC COM STK CL A | $537 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| EXPO | EXPONENT INC COM | $533 | 0.00% | 9 | 1 | 12.5% | $59 | 加仓 |
| FSBW | FS BANCORP INC COM | $533 | 0.00% | 14 | 1 | 7.7% | $38 | 加仓 |
| AES | AES CORP COM | $532 | 0.00% | 37 | 4 | 12.1% | $58 | 加仓 |
| SWBI | SMITH & WESSON BRANDS INC COM | $532 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP COM | $532 | 0.00% | 29 | 22 | 314.3% | $404 | 重新持有 |
| — | ECB BANCORP INC COM | $528 | 0.00% | 29 | 29 | — | $528 | 新建仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY COM | $526 | 0.00% | 16 | 16 | — | $526 | 新建仓 |
| GTLB | GITLAB INC CLASS A COM | $522 | 0.00% | 21 | 21 | — | $522 | 新建仓 |
| MTH | MERITAGE HOMES CORP COM | $521 | 0.00% | 9 | -5 | -35.7% | -$289 | 减仓 |
| ONON | ON HLDG AG NAMEN AKT A | $519 | 0.00% | 15 | 13 | 650.0% | $450 | 加仓 |
| CHH | CHOICE HOTELS INTL INC COM | $517 | 0.00% | 6 | 1 | 20.0% | $86 | 加仓 |
| DRS | LEONARDO DRS INC COM | $517 | 0.00% | 13 | 11 | 550.0% | $437 | 加仓 |
| SPT | SPROUT SOCIAL INC COM CL A | $516 | 0.00% | 77 | 77 | — | $516 | 新建仓 |
| MSM | MSC INDL DIRECT INC CL A | $516 | 0.00% | 5 | 5 | — | $516 | 新建仓 |
| AVTR | AVANTOR INC COM | $516 | 0.00% | 64 | 24 | 60.0% | $194 | 重新持有 |
| PRAA | PRA GROUP INC COM | $514 | 0.00% | 24 | 24 | — | $514 | 新建仓 |
| DEI | DOUGLAS EMMETT INC COM | $510 | 0.00% | 45 | 45 | — | $510 | 新建仓 |
| S | SENTINELONE INC CL A | $508 | 0.00% | 32 | 28 | 700.0% | $444 | 加仓 |
| W | WAYFAIR INC CL A | $506 | 0.00% | 8 | 5 | 166.7% | $316 | 加仓 |
| — | WEBSTER FINL CORP COM | $506 | 0.00% | 7 | 7 | — | $506 | 新建仓 |
| ETSY | ETSY INC COM | $504 | 0.00% | 8 | -4 | -33.3% | -$252 | 减仓 |
| — | DIAMEDICA THERAPEUTICS INC COM NEW | $500 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| FLNG | FLEX LNG LTD SHS | $500 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | STAR HLDGS SHS BEN INT | $498 | 0.00% | 58 | -48 | -45.3% | -$412 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $495 | 0.00% | 40 | -49 | -55.1% | -$606 | 减仓 |
| NBTB | NBT BANCORP INC COM | $492 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| VERX | VERTEX INC CL A | $492 | 0.00% | 36 | 36 | — | $492 | 新建仓 |
| TREX | TREX INC COM | $489 | 0.00% | 13 | 4 | 44.4% | $150 | 加仓 |
| MOS | MOSAIC CO COM | $489 | 0.00% | 21 | 13 | 162.5% | $303 | 加仓 |
| DEA | EASTERLY GOVT PPTYS INC COM SHS | $489 | 0.00% | 21 | 6 | 40.0% | $140 | 重新持有 |
| — | HANOVER BANCORP INC COM | $488 | 0.00% | 21 | 21 | — | $488 | 新建仓 |
| H | HYATT HOTELS CORP COM CL A | $486 | 0.00% | 3 | -2 | -40.0% | -$324 | 减仓 |
| CNK | CINEMARK HLDGS INC COM | $486 | 0.00% | 18 | 18 | — | $486 | 新建仓 |
| ACIW | ACI WORLDWIDE INC COM | $486 | 0.00% | 11 | 11 | — | $486 | 新建仓 |
| AROC | ARCHROCK INC COM | $482 | 0.00% | 13 | 1 | 8.3% | $37 | 加仓 |
| JBSS | SANFILIPPO JOHN B & SON INC COM | $482 | 0.00% | 6 | 6 | — | $482 | 新建仓 |
| WAY | WAYSTAR HLDG CORP COM | $475 | 0.00% | 23 | 23 | — | $475 | 新建仓 |
| GGG | GRACO INC COM | $473 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CURB | CURBLINE PPTYS CORP COM | $473 | 0.00% | 18 | 1 | 5.9% | $26 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC COM | $472 | 0.00% | 6 | 1 | 20.0% | $79 | 加仓 |
| — | CORE SCIENTIFIC INC NEW WT EXP 012329 | $471 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| KRT | KARAT PACKAGING INC COM | $470 | 0.00% | 16 | 16 | — | $470 | 新建仓 |
| — | EAGLE FINL SVCS INC COM | $468 | 0.00% | 13 | 13 | — | $468 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $467 | 0.00% | 12 | -17 | -58.6% | -$662 | 减仓 |
| CSR | CENTERSPACE COM | $459 | 0.00% | 7 | 7 | — | $459 | 新建仓 |
| RBRK | RUBRIK INC. CL A | $458 | 0.00% | 8 | 8 | — | $458 | 新建仓 |
| IXC | ISHARES GLOBAL ENERGY ETF | $453 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MGRC | MCGRATH RENTCORP COM | $453 | 0.00% | 4 | 4 | — | $453 | 新建仓 |
| THO | THOR INDS INC COM | $452 | 0.00% | 6 | 2 | 50.0% | $151 | 加仓 |
| — | RIVERVIEW BANCORP INC COM | $452 | 0.00% | 87 | 87 | — | $452 | 新建仓 |
| FOUR | SHIFT4 PMTS INC CL A | $451 | 0.00% | 11 | 6 | 120.0% | $246 | 加仓 |
| SLVM | SYLVAMO CORP COMMON STOCK | $449 | 0.00% | 11 | 1 | 10.0% | $41 | 加仓 |
| PCRX | PACIRA BIOSCIENCES INC COM | $447 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | GATES INDL CORP PLC ORD SHS | $443 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| GTY | GETTY RLTY CORP NEW COM | $443 | 0.00% | 14 | 1 | 7.7% | $32 | 加仓 |
| AVBH | AVIDBANK HLDGS INC COM | $442 | 0.00% | 15 | 15 | — | $442 | 新建仓 |
| MBI | MBIA INC COM | $437 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $434 | 0.00% | 4 | -374 | -98.9% | -$4.06万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $432 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| JJSF | J & J SNACK FOODS CORP COM | $431 | 0.00% | 6 | -5 | -45.5% | -$359 | 减仓 |
| — | EPSILON ENERGY LTD COM | $430 | 0.00% | 68 | 68 | — | $430 | 新建仓 |
| RUSHA | RUSH ENTERPRISES INC CL A | $426 | 0.00% | 6 | 6 | — | $426 | 新建仓 |
| JHX | JAMES HARDIE INDS PLC ORD SHS | $424 | 0.00% | 21 | -171 | -89.1% | -$3,453 | 减仓 |
| RPD | RAPID7 INC COM | $421 | 0.00% | 63 | 63 | — | $421 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $416 | 0.00% | 7 | 7 | — | $416 | 新建仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS COM | $414 | 0.00% | 26 | 26 | — | $414 | 新建仓 |
| SIGI | SELECTIVE INS GROUP INC COM | $413 | 0.00% | 6 | 1 | 20.0% | $69 | 加仓 |
| HPP | HUDSON PACIFIC PROPERTIES INC COM | $411 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $408 | 0.00% | 27 | -5 | -15.6% | -$76 | 减仓 |
| AN | AUTONATION INC COM | $405 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | $404 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| RELY | REMITLY GLOBAL INC COM | $404 | 0.00% | 17 | 17 | — | $404 | 新建仓 |
| — | STRAWBERRY FIELDS REIT INC COM | $402 | 0.00% | 31 | 31 | — | $402 | 新建仓 |
| SCI | SERVICE CORP INTL COM | $401 | 0.00% | 6 | 1 | 20.0% | $67 | 加仓 |