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 |
|---|---|---|---|---|---|---|---|---|
| FE | FIRSTENERGY CORP COM | $5.03万 | 0.01% | 1,097 | 186 | 20.4% | $8,530 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $5.03万 | 0.01% | 191 | 19 | 11.0% | $5,001 | 加仓 |
| CAVA | CAVA GROUP INC COM | $4.97万 | 0.01% | 550 | 93 | 20.4% | $8,402 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $4.94万 | 0.01% | 1,086 | -7,379 | -87.2% | -$33.59万 | 减仓 |
| — | FIDELITY CORPORATE BOND ETF | $4.94万 | 0.01% | 1,049 | 2 | 0.2% | $94 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $4.94万 | 0.01% | 778 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW COM | $4.94万 | 0.01% | 179 | -11 | -5.8% | -$3,034 | 减仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $4.93万 | 0.01% | 465 | 37 | 8.6% | $3,920 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $4.92万 | 0.01% | 116 | -8 | -6.5% | -$3,395 | 减仓 |
| SNDK | SANDISK CORP COM | $4.92万 | 0.01% | 35 | 18 | 105.9% | $2.53万 | 加仓 |
| SLB | SLB LIMITED COM STK | $4.90万 | 0.01% | 876 | 343 | 64.4% | $1.92万 | 加仓 |
| — | ELECTRONIC ARTS INC COM | $4.87万 | 0.01% | 242 | 51 | 26.7% | $1.03万 | 加仓 |
| DHI | D R HORTON INC COM | $4.82万 | 0.01% | 330 | 72 | 27.9% | $1.05万 | 加仓 |
| BDVL | ISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT | $4.81万 | 0.01% | 1,854 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $4.78万 | 0.01% | 216 | 40 | 22.7% | $8,861 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $4.72万 | 0.01% | 1,053 | -198 | -15.8% | -$8,884 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $4.67万 | 0.01% | 132 | 32 | 32.0% | $1.13万 | 加仓 |
| — | PROSHARES INFLATION EXPECTATIONS ETF | $4.65万 | 0.01% | 1,428 | 10 | 0.7% | $325 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $4.63万 | 0.01% | 261 | 45 | 20.8% | $7,990 | 加仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $4.59万 | 0.01% | 1,134 | 21 | 1.9% | $850 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $4.57万 | 0.01% | 109 | 12 | 12.4% | $5,034 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $4.57万 | 0.01% | 334 | -8 | -2.3% | -$1,094 | 减仓 |
| A | AGILENT TECHNOLOGIES INC COM | $4.56万 | 0.01% | 389 | -13 | -3.2% | -$1,525 | 减仓 |
| AEIS | ADVANCED ENERGY INDS COM | $4.56万 | 0.01% | 133 | 9 | 7.3% | $3,087 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $4.56万 | 0.01% | 801 | 184 | 29.8% | $1.05万 | 加仓 |
| COR | CENCORA INC COM | $4.51万 | 0.01% | 148 | 11 | 8.0% | $3,349 | 加仓 |
| SPHB | INVESCO S&P 500 HIGH BETA ETF | $4.50万 | 0.01% | 328 | 100 | 43.9% | $1.37万 | 加仓 |
| PAYX | PAYCHEX INC COM | $4.46万 | 0.01% | 481 | 185 | 62.5% | $1.72万 | 加仓 |
| FELG | FIDELITY ENHANCED LARGE CAP GROWTH ETF | $4.45万 | 0.01% | 1,043 | -39 | -3.6% | -$1,665 | 减仓 |
| TPR | TAPESTRY INC COM | $4.45万 | 0.01% | 315 | 33 | 11.7% | $4,662 | 加仓 |
| SNA | SNAP ON INC COM | $4.44万 | 0.01% | 118 | -10 | -7.8% | -$3,766 | 减仓 |
| CRWV | COREWEAVE INC COM CL A | $4.41万 | 0.01% | 345 | 2 | 0.6% | $256 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $4.40万 | 0.01% | 130 | 49 | 60.5% | $1.66万 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE INC COM | $4.37万 | 0.01% | 783 | 750 | 2,272.7% | $4.18万 | 重新持有 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $4.34万 | 0.01% | 1,650 | 124 | 8.1% | $3,265 | 加仓 |
| SAP | SAP SE SPON ADR | $4.33万 | 0.01% | 251 | -25 | -9.1% | -$4,310 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD COM SH BEN INT | $4.33万 | 0.01% | 3,445 | 0 | 0.0% | — | 不变 |
| BDYN | ISHARES DYNAMIC EQUITY ACTIVE ETF | $4.32万 | 0.01% | 1,620 | -499 | -23.5% | -$1.33万 | 减仓 |
| GTIP | GOLDMAN SACHS ACCESS INFLATION PROTECTED USD BOND ETF | $4.30万 | 0.01% | 869 | 869 | — | $4.30万 | 新建仓 |
| FMDE | FIDELITY ENHANCED MID CAP ETF | $4.27万 | 0.01% | 1,102 | 454 | 70.1% | $1.76万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INCME COM | $4.27万 | 0.01% | 3,729 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC COM | $4.27万 | 0.01% | 745 | -8 | -1.1% | -$458 | 减仓 |
| AZO | AUTOZONE INC COM | $4.25万 | 0.01% | 12 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $4.23万 | 0.01% | 507 | 18 | 3.7% | $1,503 | 加仓 |
| DE | DEERE & CO COM | $4.21万 | 0.01% | 74 | -3 | -3.9% | -$1,705 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $4.20万 | 0.01% | 271 | 68 | 33.5% | $1.05万 | 加仓 |
| TRGP | TARGA RES CORP COM | $4.19万 | 0.01% | 162 | 39 | 31.7% | $1.01万 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $4.19万 | 0.01% | 486 | 120 | 32.8% | $1.03万 | 加仓 |
| LWLG | LIGHTWAVE LOGIC INC COM | $4.18万 | 0.01% | 2,500 | -2,500 | -50.0% | -$4.18万 | 减仓 |
| MMM | 3M CO COM | $4.16万 | 0.01% | 292 | 71 | 32.1% | $1.01万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $4.14万 | 0.01% | 214 | 94 | 78.3% | $1.82万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $4.14万 | 0.01% | 1,935 | 234 | 13.8% | $5,005 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $4.10万 | 0.01% | 447 | 129 | 40.6% | $1.18万 | 加仓 |
| TILT | FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND | $4.07万 | 0.01% | 154 | 1 | 0.7% | $265 | 加仓 |
| SAN | BANCO SANTANDER SA ADR | $4.04万 | 0.01% | 3,404 | 600 | 21.4% | $7,128 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $4.02万 | 0.01% | 113 | 30 | 36.1% | $1.07万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $4.00万 | 0.01% | 425 | 41 | 10.7% | $3,860 | 加仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $4.00万 | 0.01% | 787 | 7 | 0.9% | $356 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $4.00万 | 0.01% | 1,887 | 295 | 18.5% | $6,254 | 加仓 |
| GNR | STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF | $4.00万 | 0.01% | 534 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC CL A | $3.96万 | 0.01% | 1,388 | 141 | 11.3% | $4,024 | 加仓 |
| VIK | VIKING HOLDINGS LTD ORD SHS | $3.93万 | 0.01% | 481 | 65 | 15.6% | $5,311 | 加仓 |
| AFL | AFLAC INC COM | $3.93万 | 0.01% | 344 | 168 | 95.5% | $1.92万 | 加仓 |
| TOPT | ISHARES TOP 20 U.S. STOCKS ETF | $3.92万 | 0.01% | 1,206 | 1,206 | — | $3.92万 | 新建仓 |
| YUM | YUM BRANDS INC COM | $3.91万 | 0.01% | 255 | 93 | 57.4% | $1.43万 | 加仓 |
| DDOG | DATADOG INC CL A COM | $3.91万 | 0.01% | 268 | 9 | 3.5% | $1,312 | 加仓 |
| ADBE | ADOBE INC COM | $3.89万 | 0.01% | 152 | 6 | 4.1% | $1,534 | 加仓 |
| SMMD | ISHARES RUSSELL 2500 ETF | $3.87万 | 0.01% | 451 | -259 | -36.5% | -$2.22万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $3.87万 | 0.01% | 2,167 | 867 | 66.7% | $1.55万 | 加仓 |
| NEM | NEWMONT CORP COM | $3.86万 | 0.01% | 355 | 83 | 30.5% | $9,029 | 加仓 |
| LFUS | LITTELFUSE INC COM | $3.81万 | 0.01% | 91 | -3 | -3.2% | -$1,256 | 减仓 |
| QLC | FLEXSHARES US QUALITY LARGE CAP INDEX FUND | $3.80万 | 0.01% | 442 | 1 | 0.2% | $86 | 加仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $3.79万 | 0.01% | 478 | 468 | 4,680.0% | $3.71万 | 重新持有 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $3.77万 | 0.01% | 635 | 44 | 7.4% | $2,614 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $3.76万 | 0.01% | 63 | 12 | 23.5% | $7,165 | 加仓 |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $3.74万 | 0.00% | 1,633 | -18,905 | -92.0% | -$43.30万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $3.74万 | 0.00% | 399 | 45 | 12.7% | $4,215 | 加仓 |
| WCC | WESCO INTL INC COM | $3.72万 | 0.00% | 107 | 1 | 0.9% | $348 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $3.72万 | 0.00% | 85 | 15 | 21.4% | $6,570 | 加仓 |
| D | DOMINION ENERGY INC COM | $3.72万 | 0.00% | 591 | 73 | 14.1% | $4,593 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC COM | $3.72万 | 0.00% | 332 | -4 | -1.2% | -$448 | 减仓 |
| USSG | XTRACKERS MSCI USA SELECTION EQUITY ETF | $3.72万 | 0.00% | 557 | 557 | — | $3.72万 | 新建仓 |
| — | NORTHFIELD BANCORP INC DEL COM | $3.71万 | 0.00% | 2,618 | -6,999 | -72.8% | -$9.92万 | 减仓 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $3.66万 | 0.00% | 304 | 1 | 0.3% | $120 | 加仓 |
| QBTS | D-WAVE QUANTUM INC COM | $3.66万 | 0.00% | 1,700 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP COM | $3.66万 | 0.00% | 454 | 245 | 117.2% | $1.98万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $3.65万 | 0.00% | 480 | 243 | 102.5% | $1.85万 | 加仓 |
| APG | API GROUP CORP COM STK | $3.65万 | 0.00% | 800 | 59 | 8.0% | $2,690 | 加仓 |
| MELI | MERCADOLIBRE INC COM | $3.63万 | 0.00% | 20 | 1 | 5.3% | $1,817 | 加仓 |
| YOU | CLEAR SECURE INC COM CL A | $3.62万 | 0.00% | 616 | -52 | -7.8% | -$3,055 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $3.57万 | 0.00% | 120 | 21 | 21.2% | $6,253 | 加仓 |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $3.55万 | 0.00% | 723 | 723 | — | $3.55万 | 新建仓 |
| TM | TOYOTA MOTOR CORP ADS | $3.53万 | 0.00% | 186 | 11 | 6.3% | $2,090 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $3.52万 | 0.00% | 223 | 39 | 21.2% | $6,165 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $3.52万 | 0.00% | 456 | 10 | 2.2% | $772 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $3.51万 | 0.00% | 326 | 36 | 12.4% | $3,875 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $3.49万 | 0.00% | 206 | 4 | 2.0% | $678 | 加仓 |
| CG | CARLYLE GROUP INC COM | $3.49万 | 0.00% | 680 | 139 | 25.7% | $7,129 | 加仓 |
| PSX | PHILLIPS 66 COM | $3.47万 | 0.00% | 193 | 34 | 21.4% | $6,107 | 加仓 |
| IBN | ICICI BANK LIMITED ADR | $3.47万 | 0.00% | 1,332 | 0 | 0.0% | — | 不变 |