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 |
|---|---|---|---|---|---|---|---|---|
| AXS | AXIS CAP HLDGS LTD SHS | $396 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PHR | PHREESIA INC COM | $396 | 0.00% | 41 | 41 | — | $396 | 新建仓 |
| RBB | RBB BANCORP COM | $390 | 0.00% | 17 | 1 | 6.2% | $23 | 加仓 |
| SD | SANDRIDGE ENERGY INC COM NEW | $387 | 0.00% | 25 | 25 | — | $387 | 新建仓 |
| MWA | MUELLER WTR PRODS INC COM SER A | $386 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CORZW | CORE SCIENTIFIC INC NEW WT EXP 012327 | $386 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | SOUND FINL BANCORP INC COM | $379 | 0.00% | 9 | 9 | — | $379 | 新建仓 |
| HOG | HARLEY DAVIDSON INC COM | $377 | 0.00% | 15 | 15 | — | $377 | 新建仓 |
| BF/A | BROWN FORMAN CORP CL A | $376 | 0.00% | 14 | 14 | — | $376 | 新建仓 |
| CBZ | CBIZ INC COM | $376 | 0.00% | 12 | 12 | — | $376 | 新建仓 |
| INFY | INFOSYS LTD SPONSORED ADR | $374 | 0.00% | 30 | 30 | — | $374 | 新建仓 |
| PAR | PAR TECHNOLOGY CORP COM | $372 | 0.00% | 27 | 27 | — | $372 | 新建仓 |
| LADR | LADDER CAP CORP CL A | $370 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| FULT | FULTON FINL CORP PA COM | $367 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC COM | $365 | 0.00% | 6 | 1 | 20.0% | $61 | 加仓 |
| MRP | MILLROSE PPTYS INC COM CL A | $362 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC CL A | $360 | 0.00% | 22 | 22 | — | $360 | 新建仓 |
| FG | F&G ANNUITIES & LIFE INC COMMON STOCK | $359 | 0.00% | 13 | -6 | -31.6% | -$166 | 减仓 |
| — | MASIMO CORP COM | $358 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $350 | 0.00% | 10 | 10 | — | $350 | 新建仓 |
| WMK | WEIS MKTS INC COM | $348 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ICL | ICL GROUP LTD SHS | $347 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| APPF | APPFOLIO INC COM CL A | $346 | 0.00% | 2 | 2 | — | $346 | 新建仓 |
| BF/B | BROWN FORMAN CORP CL B | $345 | 0.00% | 14 | 7 | 100.0% | $172 | 加仓 |
| CARG | CARGURUS INC COM CL A | $340 | 0.00% | 9 | 9 | — | $340 | 新建仓 |
| BCE | BCE INC COM NEW | $338 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP COM | $337 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | ACURX PHARMACEUTICALS INC COM NEW | $334 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH INC COM | $333 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC COM NEW | $332 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SKT | TANGER INC COM | $329 | 0.00% | 10 | 1 | 11.1% | $33 | 加仓 |
| UVV | UNIVERSAL CORP VA MTNS BK ENT COM | $325 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| REYN | REYNOLDS CONSUMER PRODS INC COM | $322 | 0.00% | 16 | -26 | -61.9% | -$523 | 减仓 |
| YELP | YELP INC CL A | $322 | 0.00% | 11 | 11 | — | $322 | 新建仓 |
| FLO | FLOWERS FOODS INC COM | $319 | 0.00% | 37 | -132 | -78.1% | -$1,138 | 减仓 |
| EXEL | EXELIXIS INC COM | $311 | 0.00% | 7 | 5 | 250.0% | $222 | 加仓 |
| EVER | EVERQUOTE INC COM CL A | $310 | 0.00% | 13 | 13 | — | $310 | 新建仓 |
| MKTX | MARKETAXESS HLDGS INC COM | $304 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AVNW | AVIAT NETWORKS INC COM NEW | $302 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC COM | $301 | 0.00% | 10 | -9 | -47.4% | -$271 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $299 | 0.00% | 4 | -7 | -63.6% | -$523 | 减仓 |
| OPCH | OPTION CARE HEALTH INC COM NEW | $299 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $297 | 0.00% | 14 | 1 | 7.7% | $21 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $289 | 0.00% | 11 | 11 | — | $289 | 新建仓 |
| — | SCYNEXIS INC COM NEW | $283 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | WIMI HOLOGRAM CLOUD INC ORD SHS CL B NEW | $280 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| FRHC | FREEDOM HOLDING CORP COM | $276 | 0.00% | 2 | 2 | — | $276 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC COM | $276 | 0.00% | 4 | 4 | — | $276 | 新建仓 |
| AMSF | AMERISAFE INC COM | $274 | 0.00% | 10 | -8 | -44.4% | -$219 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $271 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC COM | $270 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC COMMON STOCK | $266 | 0.00% | 25 | 17 | 212.5% | $181 | 加仓 |
| DAVE | DAVE INC CLASS A COM NEW | $264 | 0.00% | 1 | 1 | — | $264 | 新建仓 |
| FRSH | FRESHWORKS INC CLASS A COM | $249 | 0.00% | 27 | 27 | — | $249 | 新建仓 |
| QNST | QUINSTREET INC COM | $249 | 0.00% | 18 | 18 | — | $249 | 新建仓 |
| WGO | WINNEBAGO INDS INC COM | $248 | 0.00% | 8 | 8 | — | $248 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $247 | 0.00% | 2 | -120 | -98.4% | -$1.48万 | 减仓 |
| NXT | NEXTPOWER INC CLASS A COM | $247 | 0.00% | 2 | 2 | — | $247 | 新建仓 |
| CARS | CARS COM INC COM | $246 | 0.00% | 22 | 22 | — | $246 | 新建仓 |
| — | RUNWAY GROWTH FINANCE CORP COM | $239 | 0.00% | 35 | 35 | — | $239 | 新建仓 |
| BGC | BGC GROUP INC CL A | $234 | 0.00% | 21 | 21 | — | $234 | 新建仓 |
| NWSA | NEWS CORP NEW CL A | $232 | 0.00% | 10 | -10 | -50.0% | -$232 | 减仓 |
| WIX | WIX COM LTD SHS | $232 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC COM | $230 | 0.00% | 4 | -2 | -33.3% | -$115 | 减仓 |
| ZD | ZIFF DAVIS INC COM | $230 | 0.00% | 5 | 5 | — | $230 | 新建仓 |
| MDLN | MEDLINE INC COM CL A | $227 | 0.00% | 5 | 5 | — | $227 | 新建仓 |
| TRIP | TRIPADVISOR INC COM | $226 | 0.00% | 20 | -4 | -16.7% | -$45 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $225 | 0.00% | 1 | 1 | — | $225 | 新建仓 |
| ERIE | ERIE INDTY CO CL A | $222 | 0.00% | 1 | 1 | — | $222 | 新建仓 |
| ENS | ENERSYS COM | $221 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $219 | 0.00% | 5 | -13 | -72.2% | -$569 | 减仓 |
| — | CLEARWATER ANALYTICS HLDGS INC CL A | $218 | 0.00% | 9 | 9 | — | $218 | 新建仓 |
| — | CHART INDS INC COM | $208 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC COM NEW | $202 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ANGI | ANGI INC CL A NEW | $201 | 0.00% | 27 | 27 | — | $201 | 新建仓 |
| CC | CHEMOURS CO COM | $199 | 0.00% | 8 | 1 | 14.3% | $25 | 加仓 |
| SJM | SMUCKER J M CO COM NEW | $194 | 0.00% | 2 | 2 | — | $194 | 新建仓 |
| INSW | INTERNATIONAL SEAWAYS INC COM | $177 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FUBO | FUBOTV INC COM NEW CL A | $174 | 0.00% | 14 | 14 | — | $174 | 新建仓 |
| LCID | LUCID GROUP INC COM NEW | $157 | 0.00% | 25 | -25 | -50.0% | -$157 | 重新持有 |
| JBGS | JBG SMITH PPTYS COM | $152 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC COM CL A | $152 | 0.00% | 1 | 1 | — | $152 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $146 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| GLBE | GLOBAL E ONLINE LTD SHS | $127 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VG | VENTURE GLOBAL INC COM CL A | $118 | 0.00% | 10 | 1 | 11.1% | $12 | 加仓 |
| SYM | SYMBOTIC INC CLASS A COM | $117 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VC | VISTEON CORP COM NEW | $111 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO COM | $107 | 0.00% | 9 | 9 | — | $107 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC CL A COM | $104 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | $103 | 0.00% | 1 | -70 | -98.6% | -$7,210 | 减仓 |
| KRC | KILROY REALTY CORP COM | $101 | 0.00% | 3 | -15 | -83.3% | -$505 | 减仓 |
| GME | GAMESTOP CORP CL A | $97 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $92 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ZIM | ZIM INTEGRATED SHIPPING SERV SHS | $86 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $81 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP COM | $78 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COM NEW | $76 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP COM SER C | $74 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC COM | $73 | 0.00% | 2 | -11 | -84.6% | -$402 | 重新持有 |
| URBN | URBAN OUTFITTERS INC COM | $71 | 0.00% | 1 | 0 | 0.0% | — | 不变 |