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 |
|---|---|---|---|---|---|---|---|---|
| NXT | NEXTPOWER INC CLASS A COM | $210 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC COM | $205 | 0.00% | 1 | -10 | -90.9% | -$2,050 | 减仓 |
| SSB | SOUTHSTATE BK CORP COM | $204 | 0.00% | 2 | 2 | — | $204 | 新建仓 |
| DXYZ | DESTINY TECH100 INC COM SHS | $202 | 0.00% | 8 | -278 | -97.2% | -$7,020 | 减仓 |
| ENS | ENERSYS COM | $201 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $192 | 0.00% | 4 | -3 | -42.9% | -$144 | 减仓 |
| WYNN | WYNN RESORTS LTD COM | $189 | 0.00% | 2 | 2 | — | $189 | 新建仓 |
| CART | MAPLEBEAR INC COM | $179 | 0.00% | 4 | 4 | — | $179 | 新建仓 |
| INSW | INTERNATIONAL SEAWAYS INC COM | $178 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP COM | $178 | 0.00% | 3 | 1 | 50.0% | $59 | 重新持有 |
| PB | PROSPERITY BANCSHARES INC COM | $173 | 0.00% | 2 | -40 | -95.2% | -$3,460 | 重新持有 |
| IREN | IREN LIMITED ORDINARY SHARES | $165 | 0.00% | 4 | 4 | — | $165 | 新建仓 |
| PJT | PJT PARTNERS INC COM CL A | $164 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NEXT | NEXTDECADE CORP COM | $160 | 0.00% | 21 | 21 | — | $160 | 新建仓 |
| WK | WORKIVA INC COM CL A | $156 | 0.00% | 3 | -39 | -92.9% | -$2,028 | 重新持有 |
| LKFN | LAKELAND FINL CORP COM | $151 | 0.00% | 2 | -252 | -99.2% | -$1.90万 | 减仓 |
| — | SCYNEXIS INC COM | $146 | 0.00% | 37 | 37 | — | $146 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC COM | $145 | 0.00% | 1 | 1 | — | $145 | 新建仓 |
| JBGS | JBG SMITH PPTYS COM | $144 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $143 | 0.00% | 1 | 1 | — | $143 | 新建仓 |
| VG | VENTURE GLOBAL INC COM CL A | $134 | 0.00% | 9 | -1 | -10.0% | -$15 | 减仓 |
| CC | CHEMOURS CO COM | $130 | 0.00% | 7 | -1 | -12.5% | -$19 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $129 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC COM | $127 | 0.00% | 3 | 3 | — | $127 | 新建仓 |
| FUBO | FUBOTV INC COM NEW CL A | $126 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC CL A COM | $125 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC COM | $117 | 0.00% | 6 | 6 | — | $117 | 新建仓 |
| KRC | KILROY REALTY CORP COM | $116 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SLI | STANDARD LITHIUM CORP COM | $115 | 0.00% | 50 | 50 | — | $115 | 新建仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $113 | 0.00% | 1 | -343 | -99.7% | -$3.88万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $111 | 0.00% | 1 | 1 | — | $111 | 新建仓 |
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | $107 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VC | VISTEON CORP COM NEW | $103 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $92 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BB | BLACKBERRY LTD COM | $90 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC COM CL A | $90 | 0.00% | 4 | 4 | — | $90 | 新建仓 |
| GME | GAMESTOP CORP CL A | $86 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC CLASS A COM | $85 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO COM | $85 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP COM | $83 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COM NEW | $83 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC COM | $79 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FPS | FORGENT POWER SOLUTIONS INC COM SHS CL A | $78 | 0.00% | 2 | 2 | — | $78 | 新建仓 |
| CNXC | CONCENTRIX CORP COM | $76 | 0.00% | 3 | -316 | -99.1% | -$8,005 | 减仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV SHS | $75 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| URBN | URBAN OUTFITTERS INC COM | $74 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ALM | ALMONTY INDS INC COM NEW | $71 | 0.00% | 5 | 5 | — | $71 | 新建仓 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $68 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO COMMON STOCK | $68 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW COM | $67 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS INC COM SHS | $64 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC CL A | $61 | 0.00% | 3 | -29 | -90.6% | -$590 | 减仓 |
| PCVX | VAXCYTE INC COM | $56 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| OII | OCEANEERING INTL INC COM | $45 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MATV | MATIV HOLDINGS INC COM | $39 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SHOE | SHOE STA GROUP INC COM | $33 | 0.00% | 2 | -593 | -99.7% | -$9,784 | 减仓 |
| — | AMERISERV FINL INC COM | $32 | 0.00% | 8 | -1,014 | -99.2% | -$4,056 | 减仓 |
| — | CANAAN INC SPONSORED ADS | $27 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $27 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES COM | $12 | 0.00% | 1 | -45 | -97.8% | -$540 | 减仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC COM NEW | $12 | 0.00% | 4 | 4 | — | $12 | 新建仓 |
| NXDT | NEXPOINT DIVERSIFIED REL ET TR COM NEW | $11 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | SCILEX HOLDING CO COM NEW | $7 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC COM | $4 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BIORESTORATIVE THERAPIES INC COM NEW | $3 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | SINTX TECHNOLOGIES INC COM NEW | $2 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | HEALTHY CHOICE WELLNESS CORP CL A | $1 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -4,572 | -100.0% | -$70.80万 | 清仓 |
| USSG | XTRACKERS MSCI USA SELECTION EQUITY ETF | $0 | 0.00% | 0 | -557 | -100.0% | -$3.72万 | 清仓 |
| — | NORTHFIELD BANCORP INC DEL COM | $0 | 0.00% | 0 | -2,618 | -100.0% | -$3.71万 | 清仓 |
| EEMA | ISHARES MSCI EMERGING MARKETS ASIA ETF | $0 | 0.00% | 0 | -227 | -100.0% | -$2.55万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS COM | $0 | 0.00% | 0 | -273 | -100.0% | -$2.23万 | 清仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $0 | 0.00% | 0 | -77 | -100.0% | -$2.20万 | 清仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $0 | 0.00% | 0 | -846 | -100.0% | -$2.18万 | 清仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $0 | 0.00% | 0 | -83 | -100.0% | -$2.12万 | 清仓 |
| CSRE | COHEN & STEERS REAL ESTATE ACTIVE ETF | $0 | 0.00% | 0 | -695 | -100.0% | -$1.98万 | 清仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $0 | 0.00% | 0 | -306 | -100.0% | -$1.60万 | 清仓 |
| STPZ | PIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | -251 | -100.0% | -$1.35万 | 清仓 |
| — | COTERRA ENERGY INC COM | $0 | 0.00% | 0 | -273 | -100.0% | -$9,695 | 清仓 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $0 | 0.00% | 0 | -154 | -100.0% | -$7,947 | 清仓 |
| — | SILA REALTY TRUST INC COMMON STOCK | $0 | 0.00% | 0 | -250 | -100.0% | -$7,608 | 清仓 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$7,598 | 清仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $0 | 0.00% | 0 | -94 | -100.0% | -$6,927 | 清仓 |
| BAB | INVESCO TAXABLE MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -249 | -100.0% | -$6,666 | 清仓 |
| USLM | UNITED STS LIME & MINERALS INC COM | $0 | 0.00% | 0 | -56 | -100.0% | -$5,856 | 清仓 |
| NUMV | NUVEEN ESG MID-CAP VALUE ETF | $0 | 0.00% | 0 | -107 | -100.0% | -$4,456 | 清仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $0 | 0.00% | 0 | -26 | -100.0% | -$4,375 | 清仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $0 | 0.00% | 0 | -20 | -100.0% | -$3,899 | 清仓 |
| GDX | VANECK GOLD MINERS ETF | $0 | 0.00% | 0 | -44 | -100.0% | -$3,776 | 清仓 |
| — | CSG SYS INTL INC COM | $0 | 0.00% | 0 | -46 | -100.0% | -$3,697 | 清仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $0 | 0.00% | 0 | -56 | -100.0% | -$3,652 | 清仓 |
| — | UDEMY INC COM | $0 | 0.00% | 0 | -745 | -100.0% | -$3,532 | 清仓 |
| INMU | ISHARES INTERMEDIATE MUNI INCOME ACTIVE ETF | $0 | 0.00% | 0 | -146 | -100.0% | -$3,500 | 清仓 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $0 | 0.00% | 0 | -70 | -100.0% | -$2,856 | 清仓 |
| DLB | DOLBY LABORATORIES INC COM CL A | $0 | 0.00% | 0 | -48 | -100.0% | -$2,834 | 清仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $0 | 0.00% | 0 | -8 | -100.0% | -$2,261 | 清仓 |
| BSJS | INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -98 | -100.0% | -$2,128 | 清仓 |
| BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $0 | 0.00% | 0 | -91 | -100.0% | -$2,105 | 清仓 |
| VEL | VELOCITY FINL INC COM | $0 | 0.00% | 0 | -106 | -100.0% | -$2,049 | 清仓 |
| SKYW | SKYWEST INC COM | $0 | 0.00% | 0 | -24 | -100.0% | -$1,998 | 清仓 |