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 |
|---|---|---|---|---|---|---|---|---|
| DLR | DIGITAL RLTY TR INC COM | $5.11万 | 0.01% | 287 | 6 | 2.1% | $1,069 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $5.10万 | 0.01% | 222 | 3 | 1.4% | $689 | 加仓 |
| VIK | VIKING HOLDINGS LTD ORD SHS | $5.10万 | 0.01% | 508 | 27 | 5.6% | $2,709 | 加仓 |
| — | YIELDMAX MSTR OPTION INCOME STRATEGY ETF | $5.10万 | 0.01% | 3,826 | 427 | 12.6% | $5,687 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $5.00万 | 0.01% | 198 | -18 | -8.3% | -$4,543 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $4.91万 | 0.01% | 133 | -23 | -14.7% | -$8,498 | 减仓 |
| FBND | FIDELITY TOTAL BOND ETF | $4.89万 | 0.01% | 1,086 | 0 | 0.0% | — | 不变 |
| — | FIDELITY CORPORATE BOND ETF | $4.88万 | 0.01% | 1,049 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $4.85万 | 0.01% | 610 | -175 | -22.3% | -$1.39万 | 减仓 |
| BDVL | ISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT | $4.85万 | 0.01% | 1,870 | 16 | 0.9% | $415 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $4.83万 | 0.01% | 117 | 3 | 2.6% | $1,237 | 加仓 |
| — | ELECTRONIC ARTS INC COM | $4.80万 | 0.01% | 230 | -12 | -5.0% | -$2,504 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $4.79万 | 0.01% | 170 | -13 | -7.1% | -$3,661 | 减仓 |
| MMM | 3M CO COM | $4.78万 | 0.01% | 280 | -12 | -4.1% | -$2,048 | 减仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $4.77万 | 0.01% | 344 | -17 | -4.7% | -$2,360 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $4.76万 | 0.01% | 406 | 7 | 1.8% | $821 | 加仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $4.75万 | 0.01% | 766 | 437 | 132.8% | $2.71万 | 加仓 |
| SPHB | INVESCO S&P 500 HIGH BETA ETF | $4.74万 | 0.01% | 327 | -1 | -0.3% | -$145 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $4.71万 | 0.01% | 585 | -4,827 | -89.2% | -$38.86万 | 减仓 |
| — | PROSHARES INFLATION EXPECTATIONS ETF | $4.69万 | 0.01% | 1,438 | 10 | 0.7% | $326 | 加仓 |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $4.68万 | 0.01% | 1,143 | -95 | -7.7% | -$3,890 | 减仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $4.63万 | 0.01% | 1,147 | 13 | 1.1% | $525 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $4.62万 | 0.01% | 506 | -1 | -0.2% | -$91 | 减仓 |
| TPR | TAPESTRY INC COM | $4.56万 | 0.01% | 318 | 3 | 1.0% | $431 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $4.53万 | 0.01% | 1,737 | -150 | -7.9% | -$3,912 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $4.52万 | 0.01% | 744 | -57 | -7.1% | -$3,462 | 减仓 |
| FELG | FIDELITY ENHANCED LARGE CAP GROWTH ETF | $4.51万 | 0.01% | 1,043 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $4.49万 | 0.01% | 490 | 4 | 0.8% | $367 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $4.48万 | 0.01% | 133 | 1 | 0.8% | $337 | 加仓 |
| BDYN | ISHARES DYNAMIC EQUITY ACTIVE ETF | $4.47万 | 0.01% | 1,620 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY ENHANCED MID CAP CORE ETF | $4.47万 | 0.01% | 1,103 | 1 | 0.1% | $41 | 加仓 |
| TOST | TOAST INC CL A | $4.47万 | 0.01% | 1,529 | 141 | 10.2% | $4,119 | 加仓 |
| PSX | PHILLIPS 66 COM | $4.44万 | 0.01% | 210 | 17 | 8.8% | $3,598 | 加仓 |
| DHI | D R HORTON INC COM | $4.44万 | 0.01% | 312 | -18 | -5.5% | -$2,562 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $4.37万 | 0.01% | 2,167 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC COM | $4.37万 | 0.01% | 450 | 313 | 228.5% | $3.04万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $4.37万 | 0.01% | 207 | 28 | 15.6% | $5,908 | 加仓 |
| FISV | FISERV INC COM | $4.34万 | 0.01% | 865 | 120 | 16.1% | $6,026 | 加仓 |
| SAN | BANCO SANTANDER SA ADR | $4.27万 | 0.01% | 3,105 | -299 | -8.8% | -$4,108 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD COM SH BEN INT | $4.26万 | 0.01% | 3,445 | 0 | 0.0% | — | 不变 |
| TILT | FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND | $4.25万 | 0.01% | 154 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $4.25万 | 0.01% | 186 | -28 | -13.1% | -$6,392 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INCME COM | $4.23万 | 0.01% | 3,729 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $4.23万 | 0.01% | 595 | 4 | 0.7% | $284 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $4.21万 | 0.01% | 225 | 19 | 9.2% | $3,554 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $4.20万 | 0.01% | 1,876 | 139 | 8.0% | $3,115 | 加仓 |
| TRGP | TARGA RES CORP COM | $4.20万 | 0.01% | 148 | -14 | -8.6% | -$3,972 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $4.20万 | 0.01% | 2,700 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $4.19万 | 0.01% | 69 | -5 | -6.8% | -$3,039 | 减仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE INC COM | $4.19万 | 0.01% | 854 | 71 | 9.1% | $3,480 | 加仓 |
| SNA | SNAP ON INC COM | $4.18万 | 0.01% | 103 | -15 | -12.7% | -$6,085 | 减仓 |
| GTIP | GOLDMAN SACHS ACCESS INFLATION PROTECTED USD BOND ETF | $4.17万 | 0.01% | 869 | 0 | 0.0% | — | 不变 |
| SMMD | ISHARES RUSSELL 2500 ETF | $4.12万 | 0.01% | 461 | 10 | 2.2% | $895 | 加仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $4.11万 | 0.01% | 376 | -399 | -51.5% | -$4.36万 | 减仓 |
| AFL | AFLAC INC COM | $4.11万 | 0.01% | 332 | -12 | -3.5% | -$1,484 | 减仓 |
| A | AGILENT TECHNOLOGIES INC COM | $4.09万 | 0.01% | 307 | -82 | -21.1% | -$1.09万 | 减仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $4.08万 | 0.01% | 450 | 3 | 0.7% | $272 | 加仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $4.07万 | 0.01% | 492 | 14 | 2.9% | $1,157 | 加仓 |
| TOPT | ISHARES TOP 20 U.S. STOCKS ETF | $4.02万 | 0.01% | 1,206 | 0 | 0.0% | — | 不变 |
| QLC | FLEXSHARES US QUALITY LARGE CAP INDEX FUND | $4.01万 | 0.01% | 442 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN RESPONSIBLY SOURCED GOLD ETF | $3.98万 | 0.01% | 725 | 184 | 34.0% | $1.01万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $3.98万 | 0.01% | 1,516 | -419 | -21.7% | -$1.10万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $3.97万 | 0.01% | 778 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC COM | $3.95万 | 0.00% | 255 | 20 | 8.5% | $3,101 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $3.95万 | 0.00% | 378 | 48 | 14.5% | $5,015 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $3.94万 | 0.00% | 238 | -181 | -43.2% | -$2.99万 | 减仓 |
| IBN | ICICI BANK LIMITED ADR | $3.92万 | 0.00% | 1,332 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $3.91万 | 0.00% | 106 | -343 | -76.4% | -$12.65万 | 减仓 |
| CR | CRANE COMPANY COMMON STOCK | $3.90万 | 0.00% | 177 | -11 | -5.9% | -$2,423 | 减仓 |
| GNR | STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF | $3.87万 | 0.00% | 540 | 6 | 1.1% | $430 | 加仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $3.80万 | 0.00% | 134 | -8 | -5.6% | -$2,267 | 减仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $3.80万 | 0.00% | 747 | 632 | 549.6% | $3.21万 | 加仓 |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $3.78万 | 0.00% | 1,656 | 23 | 1.4% | $525 | 加仓 |
| WMB | WILLIAMS COS INC COM | $3.78万 | 0.00% | 508 | 28 | 5.8% | $2,084 | 加仓 |
| CME | CME GROUP INC COM | $3.76万 | 0.00% | 151 | -55 | -26.7% | -$1.37万 | 减仓 |
| NKE | NIKE INC CL B | $3.75万 | 0.00% | 890 | 229 | 34.6% | $9,662 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $3.73万 | 0.00% | 104 | -1 | -1.0% | -$358 | 减仓 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $3.72万 | 0.00% | 306 | 2 | 0.7% | $243 | 加仓 |
| PSA | PUBLIC STORAGE COM | $3.68万 | 0.00% | 118 | -2 | -1.7% | -$624 | 减仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $3.68万 | 0.00% | 655 | 181 | 38.2% | $1.02万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $3.64万 | 0.00% | 199 | 5 | 2.6% | $915 | 加仓 |
| PSMT | PRICESMART INC COM | $3.63万 | 0.00% | 195 | -1 | -0.5% | -$186 | 减仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $3.62万 | 0.00% | 367 | -58 | -13.6% | -$5,721 | 减仓 |
| TDVG | T. ROWE PRICE DIVIDEND GROWTH ETF | $3.60万 | 0.00% | 731 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC COM | $3.59万 | 0.00% | 86 | -5 | -5.5% | -$2,086 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. COM | $3.59万 | 0.00% | 441 | 0 | 0.0% | — | 不变 |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $3.59万 | 0.00% | 723 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC COM | $3.57万 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC COM | $3.56万 | 0.00% | 1,216 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES US TRANSPORTATION ETF | $3.55万 | 0.00% | 403 | 19 | 4.9% | $1,672 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $3.54万 | 0.00% | 770 | 69 | 9.8% | $3,171 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $3.51万 | 0.00% | 481 | 25 | 5.5% | $1,824 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $3.49万 | 0.00% | 116 | -14 | -10.8% | -$4,217 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $3.48万 | 0.00% | 413 | 11 | 2.7% | $928 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $3.48万 | 0.00% | 359 | 17 | 5.0% | $1,649 | 加仓 |
| — | ZACKS QUALITY INTERNATIONAL ETF | $3.47万 | 0.00% | 1,195 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $3.45万 | 0.00% | 725 | -151 | -17.2% | -$7,195 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $3.45万 | 0.00% | 123 | 17 | 16.0% | $4,772 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $3.43万 | 0.00% | 2,010 | -89 | -4.2% | -$1,519 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $3.42万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |