13F 机构持仓

Cornerstone Planning Group LLC

FAIRFIELD NJ · SEC CIK 0001822587

2026Q22026Q1 更早 9 个季度 🔒
$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
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 10.8%
FENI 9.4%
FNDX 6.8%
BIV 6.0%
SMLF 5.2%
IMCG 4.6%
ICVT 2.7%
HYDB 2.4%
REZ 2.4%
FTLS 2.3%

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 $5860.00%9 00.0% — 不变
BMRN BIOMARIN PHARMACEUTICAL INC COM $5860.00%11 101,000.0% $533 重新持有
— BRT APARTMENTS CORP COM $5790.00%40 721.2% $101 重新持有
JRVR JAMES RIV GROUP LTD COM SHS $5770.00%123 00.0% — 不变
SCL STEPAN CO COM $5760.00%11 00.0% — 不变
— SR BANCORP INC COM $5730.00%31 31— $573 新建仓
DCO DUCOMMUN INC DEL COM $5710.00%4 00.0% — 不变
WMS ADVANCED DRAIN SYS INC DEL COM $5710.00%4 4— $571 新建仓
GVA GRANITE CONSTR INC COM $5670.00%4 4— $567 新建仓
XP XP INC CL A $5670.00%30 30— $567 新建仓
KSS KOHLS CORP COM $5650.00%40 12.6% $14 加仓
PIPR PIPER SANDLER COMPANIES COM NEW $5630.00%7 7— $563 新建仓
REX REX AMERICAN RES CORP COM $5630.00%11 11— $563 新建仓
— RICHMOND MUT BANCORPORATION COM $5630.00%37 37— $563 新建仓
UPST UPSTART HLDGS INC COM $5620.00%18 212.5% $62 加仓
CSTM CONSTELLIUM SE CL A SHS $5610.00%17 -15-46.9% -$495 减仓
ASC ARDMORE SHIPPING CORP COM $5530.00%29 00.0% — 不变
VVV VALVOLINE INC COM $5520.00%17 00.0% — 不变
ESTC ELASTIC N V ORD SHS $5520.00%11 101,000.0% $502 加仓
VRNS VARONIS SYS INC COM $5490.00%20 20— $549 新建仓
TFSL TFS FINL CORP COM $5480.00%37 12.8% $15 加仓
FUL FULLER H B CO COM $5440.00%10 111.1% $54 加仓
EIG EMPLOYERS HLDGS INC COM $5430.00%13 11550.0% $459 加仓
PII POLARIS INC COM $5420.00%9 112.5% $60 加仓
TEM TEMPUS AI INC CL A $5410.00%10 9900.0% $487 加仓
AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A $5370.00%40 00.0% — 不变
EXPO EXPONENT INC COM $5330.00%9 112.5% $59 加仓
FSBW FS BANCORP INC COM $5330.00%14 17.7% $38 加仓
AES AES CORP COM $5320.00%37 412.1% $58 加仓
SWBI SMITH & WESSON BRANDS INC COM $5320.00%35 00.0% — 不变
VFC V F CORP COM $5320.00%29 22314.3% $404 重新持有
— ECB BANCORP INC COM $5280.00%29 29— $528 新建仓
GIC GLOBAL INDUSTRIAL COMPANY COM $5260.00%16 16— $526 新建仓
GTLB GITLAB INC CLASS A COM $5220.00%21 21— $522 新建仓
MTH MERITAGE HOMES CORP COM $5210.00%9 -5-35.7% -$289 减仓
ONON ON HLDG AG NAMEN AKT A $5190.00%15 13650.0% $450 加仓
CHH CHOICE HOTELS INTL INC COM $5170.00%6 120.0% $86 加仓
DRS LEONARDO DRS INC COM $5170.00%13 11550.0% $437 加仓
SPT SPROUT SOCIAL INC COM CL A $5160.00%77 77— $516 新建仓
MSM MSC INDL DIRECT INC CL A $5160.00%5 5— $516 新建仓
AVTR AVANTOR INC COM $5160.00%64 2460.0% $194 重新持有
PRAA PRA GROUP INC COM $5140.00%24 24— $514 新建仓
DEI DOUGLAS EMMETT INC COM $5100.00%45 45— $510 新建仓
S SENTINELONE INC CL A $5080.00%32 28700.0% $444 加仓
W WAYFAIR INC CL A $5060.00%8 5166.7% $316 加仓
— WEBSTER FINL CORP COM $5060.00%7 7— $506 新建仓
ETSY ETSY INC COM $5040.00%8 -4-33.3% -$252 减仓
— DIAMEDICA THERAPEUTICS INC COM NEW $5000.00%80 00.0% — 不变
FLNG FLEX LNG LTD SHS $5000.00%15 00.0% — 不变
— STAR HLDGS SHS BEN INT $4980.00%58 -48-45.3% -$412 减仓
AAL AMERICAN AIRLINES GROUP INC COM $4950.00%40 -49-55.1% -$606 减仓
NBTB NBT BANCORP INC COM $4920.00%11 00.0% — 不变
VERX VERTEX INC CL A $4920.00%36 36— $492 新建仓
TREX TREX INC COM $4890.00%13 444.4% $150 加仓
MOS MOSAIC CO COM $4890.00%21 13162.5% $303 加仓
DEA EASTERLY GOVT PPTYS INC COM SHS $4890.00%21 640.0% $140 重新持有
— HANOVER BANCORP INC COM $4880.00%21 21— $488 新建仓
H HYATT HOTELS CORP COM CL A $4860.00%3 -2-40.0% -$324 减仓
CNK CINEMARK HLDGS INC COM $4860.00%18 18— $486 新建仓
ACIW ACI WORLDWIDE INC COM $4860.00%11 11— $486 新建仓
AROC ARCHROCK INC COM $4820.00%13 18.3% $37 加仓
JBSS SANFILIPPO JOHN B & SON INC COM $4820.00%6 6— $482 新建仓
WAY WAYSTAR HLDG CORP COM $4750.00%23 23— $475 新建仓
GGG GRACO INC COM $4730.00%6 00.0% — 不变
CURB CURBLINE PPTYS CORP COM $4730.00%18 15.9% $26 加仓
SWX SOUTHWEST GAS HLDGS INC COM $4720.00%6 120.0% $79 加仓
— CORE SCIENTIFIC INC NEW WT EXP 012329 $4710.00%21 00.0% — 不变
KRT KARAT PACKAGING INC COM $4700.00%16 16— $470 新建仓
— EAGLE FINL SVCS INC COM $4680.00%13 13— $468 新建仓
TAP MOLSON COORS BEVERAGE CO CL B $4670.00%12 -17-58.6% -$662 减仓
CSR CENTERSPACE COM $4590.00%7 7— $459 新建仓
RBRK RUBRIK INC. CL A $4580.00%8 8— $458 新建仓
IXC ISHARES GLOBAL ENERGY ETF $4530.00%8 00.0% — 不变
MGRC MCGRATH RENTCORP COM $4530.00%4 4— $453 新建仓
THO THOR INDS INC COM $4520.00%6 250.0% $151 加仓
— RIVERVIEW BANCORP INC COM $4520.00%87 87— $452 新建仓
FOUR SHIFT4 PMTS INC CL A $4510.00%11 6120.0% $246 加仓
SLVM SYLVAMO CORP COMMON STOCK $4490.00%11 110.0% $41 加仓
PCRX PACIRA BIOSCIENCES INC COM $4470.00%18 00.0% — 不变
— GATES INDL CORP PLC ORD SHS $4430.00%18 00.0% — 不变
GTY GETTY RLTY CORP NEW COM $4430.00%14 17.7% $32 加仓
AVBH AVIDBANK HLDGS INC COM $4420.00%15 15— $442 新建仓
MBI MBIA INC COM $4370.00%74 00.0% — 不变
SPMO INVESCO S&P 500 MOMENTUM ETF $4340.00%4 -374-98.9% -$4.06万 减仓
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A $4320.00%7 00.0% — 不变
JJSF J & J SNACK FOODS CORP COM $4310.00%6 -5-45.5% -$359 减仓
— EPSILON ENERGY LTD COM $4300.00%68 68— $430 新建仓
RUSHA RUSH ENTERPRISES INC CL A $4260.00%6 6— $426 新建仓
JHX JAMES HARDIE INDS PLC ORD SHS $4240.00%21 -171-89.1% -$3,453 减仓
RPD RAPID7 INC COM $4210.00%63 63— $421 新建仓
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW $4160.00%7 7— $416 新建仓
IMXI INTERNATIONAL MONEY EXPRESS COM $4140.00%26 26— $414 新建仓
SIGI SELECTIVE INS GROUP INC COM $4130.00%6 120.0% $69 加仓
HPP HUDSON PACIFIC PROPERTIES INC COM $4110.00%42 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV ORD SHS $4080.00%27 -5-15.6% -$76 减仓
AN AUTONATION INC COM $4050.00%2 00.0% — 不变
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG $4040.00%11 00.0% — 不变
RELY REMITLY GLOBAL INC COM $4040.00%17 17— $404 新建仓
— STRAWBERRY FIELDS REIT INC COM $4020.00%31 31— $402 新建仓
SCI SERVICE CORP INTL COM $4010.00%6 120.0% $67 加仓