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 |
|---|---|---|---|---|---|---|---|---|
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $3.46万 | 0.00% | 958 | 798 | 498.8% | $2.88万 | 加仓 |
| TDVG | T. ROWE PRICE DIVIDEND GROWTH ETF | $3.44万 | 0.00% | 731 | 731 | — | $3.44万 | 新建仓 |
| CBRE | CBRE GROUP INC CL A | $3.42万 | 0.00% | 240 | 41 | 20.6% | $5,845 | 加仓 |
| — | ZACKS QUALITY INTERNATIONAL ETF | $3.41万 | 0.00% | 1,195 | 171 | 16.7% | $4,879 | 加仓 |
| HXL | HEXCEL CORP NEW COM | $3.40万 | 0.00% | 367 | -1 | -0.3% | -$93 | 减仓 |
| TMUS | T-MOBILE US INC COM | $3.37万 | 0.00% | 174 | 92 | 112.2% | $1.78万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $3.36万 | 0.00% | 2,099 | 1,467 | 232.1% | $2.35万 | 加仓 |
| EBAY | EBAY INC. COM | $3.34万 | 0.00% | 318 | 73 | 29.8% | $7,666 | 加仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $3.34万 | 0.00% | 611 | 556 | 1,010.9% | $3.04万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $3.33万 | 0.00% | 402 | 69 | 20.7% | $5,721 | 加仓 |
| TLTD | FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND | $3.33万 | 0.00% | 337 | 1 | 0.3% | $99 | 加仓 |
| CPRT | COPART INC COM | $3.33万 | 0.00% | 1,004 | 191 | 23.5% | $6,332 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $3.33万 | 0.00% | 695 | 104 | 17.6% | $4,976 | 加仓 |
| U | UNITY SOFTWARE INC COM | $3.32万 | 0.00% | 1,216 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY COMMON STOCK | $3.29万 | 0.00% | 188 | 16 | 9.3% | $2,801 | 加仓 |
| — | FRANKLIN RESPONSIBLY SOURCED GOLD ETF | $3.28万 | 0.00% | 541 | 519 | 2,359.1% | $3.15万 | 加仓 |
| VMI | VALMONT INDS INC COM | $3.27万 | 0.00% | 64 | 1 | 1.6% | $511 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $3.27万 | 0.00% | 272 | 259 | 1,992.3% | $3.11万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $3.26万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $3.26万 | 0.00% | 342 | 1 | 0.3% | $95 | 加仓 |
| DPZ | DOMINOS PIZZA INC COM | $3.25万 | 0.00% | 99 | 81 | 450.0% | $2.66万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $3.25万 | 0.00% | 701 | 65 | 10.2% | $3,013 | 加仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $3.23万 | 0.00% | 640 | 7 | 1.1% | $353 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. COM | $3.23万 | 0.00% | 441 | 30 | 7.3% | $2,196 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $3.22万 | 0.00% | 105 | 50 | 90.9% | $1.54万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC COM | $3.22万 | 0.00% | 353 | -100 | -22.1% | -$9,118 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $3.20万 | 0.00% | 893 | 755 | 547.1% | $2.71万 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $3.20万 | 0.00% | 339 | 104 | 44.3% | $9,814 | 加仓 |
| CRH | CRH PLC ORD | $3.19万 | 0.00% | 284 | -10 | -3.4% | -$1,125 | 减仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $3.19万 | 0.00% | 1,229 | 1,193 | 3,313.9% | $3.10万 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $3.19万 | 0.00% | 317 | 39 | 14.0% | $3,918 | 加仓 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $3.18万 | 0.00% | 533 | 8 | 1.5% | $478 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $3.15万 | 0.00% | 625 | 9 | 1.5% | $453 | 加仓 |
| EMR | EMERSON ELEC CO COM | $3.14万 | 0.00% | 228 | 29 | 14.6% | $3,996 | 加仓 |
| SNPS | SYNOPSYS INC COM | $3.12万 | 0.00% | 62 | 3 | 5.1% | $1,508 | 加仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $3.11万 | 0.00% | 159 | 142 | 835.3% | $2.77万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $3.08万 | 0.00% | 1,737 | 122 | 7.6% | $2,167 | 加仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $3.08万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $3.06万 | 0.00% | 184 | 67 | 57.3% | $1.11万 | 加仓 |
| CCI | CROWN CASTLE INC COM | $3.06万 | 0.00% | 344 | 69 | 25.1% | $6,137 | 加仓 |
| PSMT | PRICESMART INC COM | $3.06万 | 0.00% | 196 | -2 | -1.0% | -$312 | 减仓 |
| IYT | ISHARES US TRANSPORTATION ETF | $3.03万 | 0.00% | 384 | 384 | — | $3.03万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $3.01万 | 0.00% | 100 | 5 | 5.3% | $1,506 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $3.00万 | 0.00% | 179 | 90 | 101.1% | $1.51万 | 加仓 |
| SXI | STANDEX INTL CORP COM | $2.99万 | 0.00% | 116 | 1 | 0.9% | $258 | 加仓 |
| CTVA | CORTEVA INC COM | $2.98万 | 0.00% | 355 | 67 | 23.3% | $5,616 | 加仓 |
| MLN | VANECK LONG MUNI ETF | $2.97万 | 0.00% | 1,691 | 17 | 1.0% | $299 | 加仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $2.97万 | 0.00% | 142 | 8 | 6.0% | $1,671 | 加仓 |
| IQV | IQVIA HLDGS INC COM | $2.96万 | 0.00% | 168 | 33 | 24.4% | $5,822 | 加仓 |
| — | PIMCO HIGH INCOME FD COM SHS | $2.96万 | 0.00% | 6,340 | 61 | 1.0% | $285 | 加仓 |
| DUOT | DUOS TECHNOLOGIES GROUP INC COM | $2.92万 | 0.00% | 3,259 | 3,259 | — | $2.92万 | 新建仓 |
| BBAG | JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | $2.90万 | 0.00% | 633 | 633 | — | $2.90万 | 新建仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $2.89万 | 0.00% | 344 | -433 | -55.7% | -$3.63万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $2.87万 | 0.00% | 101 | -171 | -62.9% | -$4.86万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $2.86万 | 0.00% | 194 | 184 | 1,840.0% | $2.71万 | 加仓 |
| MTRN | MATERION CORP COM | $2.86万 | 0.00% | 146 | -2 | -1.4% | -$391 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $2.86万 | 0.00% | 228 | 162 | 245.5% | $2.03万 | 加仓 |
| SMIZ | ZACKS SMALL/MID CAP ETF | $2.85万 | 0.00% | 671 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $2.84万 | 0.00% | 661 | 21 | 3.3% | $903 | 加仓 |
| PMBS | PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND | $2.82万 | 0.00% | 572 | 572 | — | $2.82万 | 新建仓 |
| PEN | PENUMBRA INC COM | $2.82万 | 0.00% | 87 | -28 | -24.3% | -$9,068 | 减仓 |
| VRSK | VERISK ANALYTICS INC COM | $2.82万 | 0.00% | 157 | 8 | 5.4% | $1,435 | 加仓 |
| — | EATON VANCE MUN INCOME TR SH BEN INT | $2.81万 | 0.00% | 2,700 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW COM | $2.81万 | 0.00% | 139 | 16 | 13.0% | $3,233 | 加仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $2.80万 | 0.00% | 264 | 59 | 28.8% | $6,267 | 加仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $2.79万 | 0.00% | 297 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $2.79万 | 0.00% | 217 | 72 | 49.7% | $9,263 | 加仓 |
| RACE | FERRARI N V COM | $2.77万 | 0.00% | 85 | -31 | -26.7% | -$1.01万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $2.77万 | 0.00% | 431 | 299 | 226.5% | $1.92万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $2.77万 | 0.00% | 92 | 70 | 318.2% | $2.10万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $2.76万 | 0.00% | 493 | 122 | 32.9% | $6,830 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC CL A | $2.76万 | 0.00% | 148 | 125 | 543.5% | $2.33万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $2.75万 | 0.00% | 89 | 27 | 43.5% | $8,353 | 加仓 |
| AGM | FEDERAL AGRIC MTG CORP CL C | $2.75万 | 0.00% | 161 | 5 | 3.2% | $853 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $2.69万 | 0.00% | 130 | -62 | -32.3% | -$1.28万 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $2.69万 | 0.00% | 107 | 27 | 33.8% | $6,788 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC COM | $2.69万 | 0.00% | 643 | 72 | 12.6% | $3,008 | 加仓 |
| PSP | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF | $2.69万 | 0.00% | 435 | 38 | 9.6% | $2,346 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $2.68万 | 0.00% | 2,845 | 80 | 2.9% | $754 | 加仓 |
| RELX | RELX PLC SPONSORED ADR | $2.67万 | 0.00% | 739 | 17 | 2.4% | $615 | 加仓 |
| HSY | HERSHEY CO COM | $2.67万 | 0.00% | 145 | 13 | 9.8% | $2,391 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $2.67万 | 0.00% | 5,137 | 2,915 | 131.2% | $1.51万 | 加仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $2.66万 | 0.00% | 1,869 | 260 | 16.2% | $3,705 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $2.65万 | 0.00% | 119 | 41 | 52.6% | $9,130 | 加仓 |
| BITQ | BITWISE CRYPTO INDUSTRY INNOVATORS ETF | $2.65万 | 0.00% | 1,009 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $2.64万 | 0.00% | 238 | -256 | -51.8% | -$2.84万 | 减仓 |
| XYZ | BLOCK INC CL A | $2.64万 | 0.00% | 370 | 208 | 128.4% | $1.48万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $2.63万 | 0.00% | 72 | 19 | 35.8% | $6,932 | 加仓 |
| DAKT | DAKTRONICS INC COM | $2.62万 | 0.00% | 1,331 | 1,331 | — | $2.62万 | 新建仓 |
| SNOW | SNOWFLAKE INC COM SHS | $2.59万 | 0.00% | 183 | -49 | -21.1% | -$6,944 | 减仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $2.59万 | 0.00% | 474 | 1 | 0.2% | $55 | 加仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $2.58万 | 0.00% | 187 | 26 | 16.1% | $3,586 | 加仓 |
| CLOA | ISHARES AAA CLO ACTIVE ETF | $2.58万 | 0.00% | 497 | 497 | — | $2.58万 | 新建仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $2.57万 | 0.00% | 523 | 27 | 5.4% | $1,328 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $2.56万 | 0.00% | 14 | 5 | 55.6% | $9,146 | 加仓 |
| RWK | INVESCO S&P MIDCAP 400 REVENUE ETF | $2.56万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC COM | $2.55万 | 0.00% | 106 | 20 | 23.3% | $4,808 | 加仓 |
| EEMA | ISHARES MSCI EMERGING MARKETS ASIA ETF | $2.55万 | 0.00% | 227 | -465 | -67.2% | -$5.22万 | 减仓 |
| NOK | NOKIA CORP SPONSORED ADR | $2.54万 | 0.00% | 1,897 | 1,451 | 325.3% | $1.95万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $2.54万 | 0.00% | 330 | 62 | 23.1% | $4,776 | 加仓 |