Cornerstone Planning Group LLC
FAIRFIELD NJ · SEC CIK 0001822587
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| GTES | GATES INDL CORP LTD COM SHS | $493 | 0.00% | 18 | 18 | — | $493 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $488 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| GTY | GETTY RLTY CORP NEW COM | $487 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SIGI | SELECTIVE INS GROUP INC COM | $485 | 0.00% | 5 | -1 | -16.7% | -$97 | 减仓 |
| CNX | CNX RES CORP COM | $485 | 0.00% | 14 | 14 | — | $485 | 新建仓 |
| AVBH | AVIDBANK HLDGS INC COM | $477 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD INDS INC NEW COM | $472 | 0.00% | 3 | -3 | -50.0% | -$472 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC COM | $471 | 0.00% | 5 | -1 | -16.7% | -$94 | 减仓 |
| EEFT | EURONET WORLDWIDE INC COM | $469 | 0.00% | 6 | -4 | -40.0% | -$313 | 减仓 |
| JANX | JANUX THERAPEUTICS INC COM | $469 | 0.00% | 30 | 30 | — | $469 | 新建仓 |
| THO | THOR INDS INC COM | $467 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AROC | ARCHROCK INC COM | $466 | 0.00% | 12 | -1 | -7.7% | -$39 | 减仓 |
| ASC | ARDMORE SHIPPING CORP COM | $465 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| FLNG | FLEX LNG LTD SHS | $462 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FLBL | FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND | $461 | 0.00% | 20 | -11 | -35.5% | -$254 | 减仓 |
| RC | READY CAPITAL CORP COM | $461 | 0.00% | 303 | -1 | -0.3% | -$2 | 减仓 |
| PCRX | PACIRA BIOSCIENCES INC COM | $461 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| GRNT | GRANITE RIDGE RESOURCES INC COM | $461 | 0.00% | 95 | 95 | — | $461 | 新建仓 |
| RUSHA | RUSH ENTERPRISES INC CL A | $458 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TFLR | T. ROWE PRICE FLOATING RATE ETF | $456 | 0.00% | 9 | -6 | -40.0% | -$304 | 减仓 |
| AXS | AXIS CAP HLDGS LTD SHS | $455 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GSM | FERROGLOBE PLC SHS | $455 | 0.00% | 133 | 133 | — | $455 | 新建仓 |
| ADMA | ADMA BIOLOGICS INC COM | $453 | 0.00% | 54 | 54 | — | $453 | 新建仓 |
| VTOL | BRISTOW GROUP INC COM | $451 | 0.00% | 10 | 10 | — | $451 | 新建仓 |
| — | EMPIRE PETE CORP COM | $449 | 0.00% | 174 | 174 | — | $449 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $447 | 0.00% | 9 | 4 | 80.0% | $199 | 加仓 |
| TDOC | TELADOC HEALTH INC COM | $446 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MBI | MBIA INC COM | $445 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC COM | $444 | 0.00% | 5 | -1 | -16.7% | -$89 | 减仓 |
| GGG | GRACO INC COM | $443 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES GLOBAL ENERGY ETF | $440 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS INC COM NEW | $439 | 0.00% | 5 | 5 | — | $439 | 新建仓 |
| URA | GLOBAL X URANIUM ETF | $438 | 0.00% | 11 | -83 | -88.3% | -$3,305 | 减仓 |
| — | STRAWBERRY FIELDS REIT INC COM | $436 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| GRND | GRINDR INC COM | $435 | 0.00% | 30 | 30 | — | $435 | 新建仓 |
| RBB | RBB BANCORP COM | $429 | 0.00% | 16 | -1 | -5.9% | -$27 | 减仓 |
| SLM | SLM CORP COM | $429 | 0.00% | 17 | 5 | 41.7% | $126 | 重新持有 |
| DAVE | DAVE INC CLASS A COM NEW | $424 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| OPCH | OPTION CARE HEALTH INC COM NEW | $423 | 0.00% | 20 | 6 | 42.9% | $127 | 加仓 |
| EMBC | EMBECTA CORP COMMON STOCK | $423 | 0.00% | 130 | 130 | — | $423 | 新建仓 |
| ERIE | ERIE INDTY CO CL A | $422 | 0.00% | 2 | 1 | 100.0% | $211 | 加仓 |
| CORZW | CORE SCIENTIFIC INC NEW WT EXP 012327 | $420 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | LENSAR INC COM | $420 | 0.00% | 73 | 73 | — | $420 | 新建仓 |
| FULT | FULTON FINL CORP PA COM | $419 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO COM | $414 | 0.00% | 5 | -4 | -44.4% | -$331 | 减仓 |
| HOG | HARLEY DAVIDSON INC COM | $414 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PAR | PAR TECHNOLOGY CORP COM | $414 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC COM | $412 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PHR | PHREESIA INC COM | $410 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| PRAA | PRA GROUP INC COM | $406 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ATNI | ATN INTL INC COM | $406 | 0.00% | 17 | 17 | — | $406 | 新建仓 |
| SHEN | SHENANDOAH TELECOMMUNICATIONS COM | $400 | 0.00% | 34 | 34 | — | $400 | 新建仓 |
| VERX | VERTEX INC CL A | $398 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| RELY | REMITLY GLOBAL INC COM | $393 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| REYN | REYNOLDS CONSUMER PRODS INC COM | $393 | 0.00% | 15 | -1 | -6.2% | -$26 | 减仓 |
| EXEL | EXELIXIS INC COM | $385 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| EVTC | EVERTEC INC COM | $381 | 0.00% | 13 | -11 | -45.8% | -$322 | 重新持有 |
| SKT | TANGER INC COM | $379 | 0.00% | 9 | -1 | -10.0% | -$42 | 减仓 |
| FG | F&G ANNUITIES & LIFE INC COMMON STOCK | $367 | 0.00% | 12 | -1 | -7.7% | -$31 | 减仓 |
| CHWY | CHEWY INC CL A | $366 | 0.00% | 17 | 14 | 466.7% | $301 | 重新持有 |
| SPSC | SPS COMM INC COM | $361 | 0.00% | 6 | -7 | -53.8% | -$421 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | $360 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| LADR | LADDER CAP CORP CL A | $359 | 0.00% | 37 | 1 | 2.8% | $10 | 加仓 |
| MWA | MUELLER WTR PRODS INC COM SER A | $348 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $344 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC COM CL A | $343 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| GLIBK | LIBERTY CAP CORP SER C GCI GROUP | $343 | 0.00% | 15 | 15 | — | $343 | 新建仓 |
| NMRK | NEWMARK GROUP INC CL A | $337 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD SPONSORED ADR | $328 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ESNT | ESSENT GROUP LTD COM | $325 | 0.00% | 5 | 5 | — | $325 | 新建仓 |
| APPF | APPFOLIO INC COM CL A | $324 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EVER | EVERQUOTE INC COM CL A | $324 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| UVV | UNIVERSAL CORP VA MTNS BK ENT COM | $323 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WSE | WISE GROUP PLC ORD SHS CLASS A | $321 | 0.00% | 26 | 26 | — | $321 | 新建仓 |
| FRHC | FREEDOM HOLDING CORP COM | $316 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC COM | $311 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC COM | $305 | 0.00% | 8 | -36 | -81.8% | -$1,372 | 减仓 |
| TRMB | TRIMBLE INC COM | $301 | 0.00% | 6 | -79 | -92.9% | -$3,963 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $299 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $296 | 0.00% | 13 | -1 | -7.1% | -$23 | 减仓 |
| QNST | QUINSTREET INC COM | $281 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP COM | $274 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FRSH | FRESHWORKS INC CLASS A COM | $272 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC COM | $270 | 0.00% | 5 | -5 | -50.0% | -$270 | 减仓 |
| CARS | CARS COM INC COM | $257 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $250 | 0.00% | 2 | 2 | — | $250 | 新建仓 |
| WGO | WINNEBAGO INDS INC COM | $249 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| JAN | JANUS LIVING INC CL A-1 | $246 | 0.00% | 8 | 8 | — | $246 | 新建仓 |
| — | ACURX PHARMACEUTICALS INC COM NEW | $245 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| BGC | BGC GROUP INC CL A | $242 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO COM NEW | $236 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $230 | 0.00% | 4 | 4 | — | $230 | 新建仓 |
| RDN | RADIAN GROUP INC COM | $229 | 0.00% | 6 | -12 | -66.7% | -$458 | 重新持有 |
| MKTX | MARKETAXESS HLDGS INC COM | $228 | 0.00% | 2 | -1 | -33.3% | -$114 | 减仓 |
| PLUG | PLUG PWR INC COM NEW | $223 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| UMH | UMH PPTYS INC COM | $216 | 0.00% | 14 | -519 | -97.4% | -$8,007 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | $215 | 0.00% | 1 | 1 | — | $215 | 新建仓 |
| TALO | TALOS ENERGY INC COM | $214 | 0.00% | 14 | 14 | — | $214 | 新建仓 |
| GNRC | GENERAC HLDGS INC COM | $213 | 0.00% | 1 | 1 | — | $213 | 新建仓 |
| — | WIMI HOLOGRAM CLOUD INC ORD SHS CL B NEW | $212 | 0.00% | 175 | 0 | 0.0% | — | 不变 |