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 |
|---|---|---|---|---|---|---|---|---|
| TU | TELUS CORPORATION COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ICFI | ICF INTL INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$370 | 清仓 |
| MHK | MOHAWK INDS INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$359 | 清仓 |
| TNET | TRINET GROUP INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXTA | AXALTA COATING SYS LTD COM | $0 | 0.00% | 0 | -10 | -100.0% | -$341 | 清仓 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $0 | 0.00% | 0 | -15 | -100.0% | -$341 | 清仓 |
| SLM | SLM CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORC | ORCHID IS CAP INC COM NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IRTC | IRHYTHM HOLDINGS INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$304 | 清仓 |
| — | SEALED AIR CORP NEW COM | $0 | 0.00% | 0 | -7 | -100.0% | -$293 | 清仓 |
| RITM | RITHM CAPITAL CORP COM NEW | $0 | 0.00% | 0 | -24 | -100.0% | -$286 | 清仓 |
| COTY | COTY INC COM CL A | $0 | 0.00% | 0 | -73 | -100.0% | -$228 | 清仓 |
| RH | RH COM | $0 | 0.00% | 0 | -1 | -100.0% | -$205 | 清仓 |
| SUZ | SUZANO S A SPON ADS | $0 | 0.00% | 0 | -16 | -100.0% | -$158 | 清仓 |
| AOS | SMITH A O CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CIVITAS RESOURCES INC COM NEW | $0 | 0.00% | 0 | -5 | -100.0% | -$139 | 清仓 |
| — | REV GROUP INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$133 | 清仓 |
| STVN | STEVANATO GROUP S P A ORD SHS | $0 | 0.00% | 0 | -8 | -100.0% | -$128 | 清仓 |
| CHWY | CHEWY INC CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FWONA | LIBERTY MEDIA CORP DEL COM LBTY ONE S A | $0 | 0.00% | 0 | -1 | -100.0% | -$80 | 清仓 |
| NCNO | NCINO INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$70 | 清仓 |
| BHC | BAUSCH HEALTH COS INC COM | $0 | 0.00% | 0 | -12 | -100.0% | -$68 | 清仓 |
| RNG | RINGCENTRAL INC CL A | $0 | 0.00% | 0 | -2 | -100.0% | -$54 | 清仓 |
| NVAX | NOVAVAX INC COM NEW | $0 | 0.00% | 0 | -2 | -100.0% | -$18 | 清仓 |
| — | CARDIFF ONCOLOGY INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$8 | 清仓 |
| — | XTANT MED HLDGS INC COM NEW | $0 | 0.00% | 0 | -12 | -100.0% | -$7 | 清仓 |
| SVRA | SAVARA INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$6 | 清仓 |
| ALT | ALTIMMUNE INC COM NEW | $0 | 0.00% | 0 | -1 | -100.0% | -$5 | 清仓 |
| — | DARE BIOSCIENCE INC COM NEW | $0 | 0.00% | 0 | -2 | -100.0% | -$4 | 清仓 |
| — | TVARDI THERAPEUTICS INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$4 | 清仓 |
| — | AXE COMPUTE INC COM NEW | $0 | 0.00% | 0 | -1 | -100.0% | -$3 | 清仓 |
| — | AKARI THERAPEUTICS PLC SPONSORED ADR | $0 | 0.00% | 0 | -5 | -100.0% | -$1 | 清仓 |