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 |
|---|---|---|---|---|---|---|---|---|
| — | CHARGEPOINT HOLDINGS INC COM SHS | $70 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO COMMON STOCK | $67 | 0.00% | 5 | -25 | -83.3% | -$335 | 重新持有 |
| MMS | MAXIMUS INC COM | $66 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW COM | $61 | 0.00% | 1 | 1 | — | $61 | 新建仓 |
| PCVX | VAXCYTE INC COM | $56 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BB | BLACKBERRY LTD COM | $56 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | CANAAN INC SPONSORED ADS | $55 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | ACV AUCTIONS INC COM CL A | $49 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MATV | MATIV HOLDINGS INC COM | $44 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| OII | OCEANEERING INTL INC COM | $38 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $37 | 0.00% | 4 | -10 | -71.4% | -$92 | 减仓 |
| GTX | GARRETT MOTION INC COM | $27 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NXDT | NEXPOINT DIVERSIFIED REL ET TR COM NEW | $11 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | SCILEX HOLDING CO COM NEW | $11 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC COM | $6 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | SINTX TECHNOLOGIES INC COM NEW | $3 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BIORESTORATIVE THERAPIES INC COM NEW | $3 | 0.00% | 11 | 10 | 1,000.0% | $3 | 加仓 |
| — | HEALTHY CHOICE WELLNESS CORP CL A | $2 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP ETF | $0 | 0.00% | 0 | -1,603 | -100.0% | -$51.35万 | 清仓 |
| JPIE | JPMORGAN INCOME ETF | $0 | 0.00% | 0 | -4,903 | -100.0% | -$22.77万 | 清仓 |
| DIAL | COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF | $0 | 0.00% | 0 | -8,633 | -100.0% | -$15.94万 | 清仓 |
| SPEU | SPDR PORTFOLIO EUROPE ETF | $0 | 0.00% | 0 | -2,262 | -100.0% | -$12.39万 | 清仓 |
| BBMC | JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF | $0 | 0.00% | 0 | -1,083 | -100.0% | -$12.23万 | 清仓 |
| IPAC | ISHARES CORE MSCI PACIFIC ETF | $0 | 0.00% | 0 | -1,543 | -100.0% | -$11.99万 | 清仓 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $0 | 0.00% | 0 | -496 | -100.0% | -$9.26万 | 清仓 |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | $0 | 0.00% | 0 | -1,964 | -100.0% | -$7.49万 | 清仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $0 | 0.00% | 0 | -582 | -100.0% | -$7.01万 | 清仓 |
| — | BNY MELLON EMERGING MARKETS EQUITY ETF | $0 | 0.00% | 0 | -760 | -100.0% | -$6.33万 | 清仓 |
| UTF | COHEN & STEERS INFRASTRUCTURE COM | $0 | 0.00% | 0 | -2,123 | -100.0% | -$5.46万 | 清仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $0 | 0.00% | 0 | -897 | -100.0% | -$4.84万 | 清仓 |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $0 | 0.00% | 0 | -81 | -100.0% | -$3.98万 | 清仓 |
| SMDV | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | $0 | 0.00% | 0 | -536 | -100.0% | -$3.71万 | 清仓 |
| HTGC | HERCULES CAPITAL INC COM | $0 | 0.00% | 0 | -1,578 | -100.0% | -$2.92万 | 清仓 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $0 | 0.00% | 0 | -1,189 | -100.0% | -$2.31万 | 清仓 |
| UNF | UNIFIRST CORP MASS COM | $0 | 0.00% | 0 | -79 | -100.0% | -$1.64万 | 清仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $0 | 0.00% | 0 | -144 | -100.0% | -$1.51万 | 清仓 |
| FQAL | FIDELITY QUALITY FACTOR ETF | $0 | 0.00% | 0 | -182 | -100.0% | -$1.41万 | 清仓 |
| — | AIR LEASE CORP CL A | $0 | 0.00% | 0 | -214 | -100.0% | -$1.38万 | 清仓 |
| — | INVESCO BIOTECHNOLOGY & GENOME ETF | $0 | 0.00% | 0 | -166 | -100.0% | -$1.37万 | 清仓 |
| ISCV | ISHARES MORNINGSTAR SMALL CAP VALUE ETF | $0 | 0.00% | 0 | -187 | -100.0% | -$1.34万 | 清仓 |
| MAIN | MAIN STR CAP CORP COM | $0 | 0.00% | 0 | -156 | -100.0% | -$1.00万 | 清仓 |
| MNDY | MONDAY COM LTD SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $0 | 0.00% | 0 | -79 | -100.0% | -$7,635 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $0 | 0.00% | 0 | -31 | -100.0% | -$6,294 | 清仓 |
| KOD | KODIAK SCIENCES INC COM | $0 | 0.00% | 0 | -210 | -100.0% | -$5,475 | 清仓 |
| IYE | ISHARES U.S. ENERGY ETF | $0 | 0.00% | 0 | -94 | -100.0% | -$4,955 | 清仓 |
| — | HOLOGIC INC COM | $0 | 0.00% | 0 | -57 | -100.0% | -$4,281 | 清仓 |
| SCHQ | SCHWAB LONG-TERM U.S. TREASURY ETF | $0 | 0.00% | 0 | -121 | -100.0% | -$3,848 | 清仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $0 | 0.00% | 0 | -27 | -100.0% | -$3,418 | 清仓 |
| WK | WORKIVA INC COM CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VIPS | VIPSHOP HLDGS LTD SPONSORED ADS A | $0 | 0.00% | 0 | -175 | -100.0% | -$3,092 | 清仓 |
| PB | PROSPERITY BANCSHARES INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| YETI | YETI HLDGS INC COM | $0 | 0.00% | 0 | -59 | -100.0% | -$2,742 | 清仓 |
| ALKT | ALKAMI TECHNOLOGY INC COM | $0 | 0.00% | 0 | -111 | -100.0% | -$2,488 | 清仓 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TELEFONICA S A SPONSORED ADR | $0 | 0.00% | 0 | -549 | -100.0% | -$2,185 | 清仓 |
| KWEB | KRANESHARES CSI CHINA INTERNET ETF | $0 | 0.00% | 0 | -55 | -100.0% | -$1,985 | 清仓 |
| AMH | AMERICAN HOMES 4 RENT CL A | $0 | 0.00% | 0 | -61 | -100.0% | -$1,878 | 清仓 |
| VEON | VEON LTD SPONSORED ADS | $0 | 0.00% | 0 | -34 | -100.0% | -$1,838 | 清仓 |
| UWMC | UWM HOLDINGS CORPORATION COM CL A | $0 | 0.00% | 0 | -303 | -100.0% | -$1,785 | 清仓 |
| AHRT | ARMADA HOFFLER PPTYS INC COM | $0 | 0.00% | 0 | -216 | -100.0% | -$1,469 | 清仓 |
| GNE | GENIE ENERGY LTD CL B | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LGIH | LGI HOMES INC COM | $0 | 0.00% | 0 | -28 | -100.0% | -$1,397 | 清仓 |
| AR | ANTERO RESOURCES CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GLOBAL WTR RES INC COM | $0 | 0.00% | 0 | -160 | -100.0% | -$1,371 | 清仓 |
| OTEX | OPEN TEXT CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXACT SCIENCES CORP COM | $0 | 0.00% | 0 | -13 | -100.0% | -$1,329 | 清仓 |
| KBH | KB HOME COM | $0 | 0.00% | 0 | -19 | -100.0% | -$1,101 | 清仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW COM | $0 | 0.00% | 0 | -7 | -100.0% | -$1,029 | 清仓 |
| APOG | APOGEE ENTERPRISES INC COM | $0 | 0.00% | 0 | -27 | -100.0% | -$1,028 | 清仓 |
| VCEL | VERICEL CORP COM | $0 | 0.00% | 0 | -27 | -100.0% | -$977 | 清仓 |
| CMTG | CLAROS MTG TR INC COMMON STOCK | $0 | 0.00% | 0 | -303 | -100.0% | -$848 | 清仓 |
| — | DAYFORCE INC COM | $0 | 0.00% | 0 | -12 | -100.0% | -$832 | 清仓 |
| — | MARINE PRODS CORP COM | $0 | 0.00% | 0 | -80 | -100.0% | -$755 | 清仓 |
| HHH | HOWARD HUGHES HOLDINGS INC COM | $0 | 0.00% | 0 | -9 | -100.0% | -$723 | 清仓 |
| — | SWK HLDGS CORP COM NEW | $0 | 0.00% | 0 | -41 | -100.0% | -$711 | 清仓 |
| EVTC | EVERTEC INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EPR | EPR PPTYS COM SH BEN INT | $0 | 0.00% | 0 | -13 | -100.0% | -$672 | 清仓 |
| WPP | WPP PLC NEW ADR | $0 | 0.00% | 0 | -31 | -100.0% | -$656 | 清仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS DE COM | $0 | 0.00% | 0 | -59 | -100.0% | -$645 | 清仓 |
| AIV | APARTMENT INVT & MGMT CO CL A | $0 | 0.00% | 0 | -110 | -100.0% | -$642 | 清仓 |
| IOSP | INNOSPEC INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$634 | 清仓 |
| AMG | AFFILIATED MANAGERS GROUP INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$627 | 清仓 |
| CASK | MGP INGREDIENTS INC NEW COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RDN | RADIAN GROUP INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ELME COMMUNITIES SH BEN INT | $0 | 0.00% | 0 | -34 | -100.0% | -$592 | 清仓 |
| BANC | BANC OF CALIFORNIA INC COM | $0 | 0.00% | 0 | -29 | -100.0% | -$582 | 清仓 |
| RYN | RAYONIER INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$562 | 清仓 |
| — | PULMONX CORP COM | $0 | 0.00% | 0 | -288 | -100.0% | -$507 | 清仓 |
| UHAL | U HAUL HOLDING COMPANY COM | $0 | 0.00% | 0 | -9 | -100.0% | -$506 | 清仓 |
| DORM | DORMAN PRODS INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$490 | 清仓 |
| QFIN | QFIN HOLDINGS INC AMERICAN DEP | $0 | 0.00% | 0 | -29 | -100.0% | -$466 | 清仓 |
| — | COMERICA INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$463 | 清仓 |
| — | CYBERARK SOFTWARE LTD SHS | $0 | 0.00% | 0 | -1 | -100.0% | -$446 | 清仓 |
| ACHV | ACHIEVE LIFE SCIENCES INC COM | $0 | 0.00% | 0 | -100 | -100.0% | -$436 | 清仓 |
| — | CADENCE BANK COM | $0 | 0.00% | 0 | -10 | -100.0% | -$422 | 清仓 |
| SITC | SITE CTRS CORP COM | $0 | 0.00% | 0 | -69 | -100.0% | -$415 | 清仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$409 | 清仓 |
| — | FUBOTV INC CLASS A COM SHS | $0 | 0.00% | 0 | -175 | -100.0% | -$408 | 清仓 |
| WHR | WHIRLPOOL CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |