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 |
|---|---|---|---|---|---|---|---|---|
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $3.42万 | 0.00% | 408 | 237 | 138.6% | $1.99万 | 加仓 |
| MELI | MERCADOLIBRE INC COM | $3.42万 | 0.00% | 19 | -1 | -5.0% | -$1,799 | 减仓 |
| VRSK | VERISK ANALYTICS INC COM | $3.41万 | 0.00% | 177 | 20 | 12.7% | $3,848 | 加仓 |
| TLTD | FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND | $3.40万 | 0.00% | 341 | 4 | 1.2% | $399 | 加仓 |
| AGM | FEDERAL AGRIC MTG CORP CL C | $3.40万 | 0.00% | 164 | 3 | 1.9% | $622 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC COM | $3.40万 | 0.00% | 322 | -31 | -8.8% | -$3,272 | 减仓 |
| EBAY | EBAY INC. COM | $3.39万 | 0.00% | 305 | -13 | -4.1% | -$1,444 | 减仓 |
| LWLG | LIGHTWAVE LOGIC INC COM | $3.38万 | 0.00% | 5,000 | 2,500 | 100.0% | $1.69万 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $3.36万 | 0.00% | 202 | -59 | -22.6% | -$9,805 | 减仓 |
| FMB | FIRST TRUST MANAGED MUNICIPAL ETF | $3.34万 | 0.00% | 659 | -411 | -38.4% | -$2.08万 | 减仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $3.31万 | 0.00% | 1,304 | 75 | 6.1% | $1,905 | 加仓 |
| BBAG | JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | $3.31万 | 0.00% | 732 | 99 | 15.6% | $4,479 | 加仓 |
| DPZ | DOMINOS PIZZA INC COM | $3.30万 | 0.00% | 103 | 4 | 4.0% | $1,281 | 加仓 |
| HXL | HEXCEL CORP NEW COM | $3.29万 | 0.00% | 309 | -58 | -15.8% | -$6,176 | 减仓 |
| LMAT | LEMAITRE VASCULAR INC COM | $3.29万 | 0.00% | 333 | 1 | 0.3% | $99 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $3.27万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $3.26万 | 0.00% | 646 | 6 | 0.9% | $303 | 加仓 |
| COR | CENCORA INC COM | $3.26万 | 0.00% | 108 | -40 | -27.0% | -$1.21万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $3.24万 | 0.00% | 302 | -32 | -9.6% | -$3,436 | 减仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $3.21万 | 0.00% | 632 | -155 | -19.7% | -$7,879 | 减仓 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $3.21万 | 0.00% | 536 | 3 | 0.6% | $179 | 加仓 |
| TRP | TC ENERGY CORP COM | $3.20万 | 0.00% | 458 | 332 | 263.5% | $2.32万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $3.19万 | 0.00% | 5,203 | 66 | 1.3% | $405 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $3.19万 | 0.00% | 292 | 64 | 28.1% | $6,981 | 加仓 |
| YOU | CLEAR SECURE INC COM CL A | $3.17万 | 0.00% | 605 | -11 | -1.8% | -$576 | 减仓 |
| CTVA | CORTEVA INC COM | $3.16万 | 0.00% | 357 | 2 | 0.6% | $177 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $3.14万 | 0.00% | 96 | -17 | -15.0% | -$5,568 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $3.14万 | 0.00% | 685 | -10 | -1.4% | -$458 | 减仓 |
| MTRN | MATERION CORP COM | $3.14万 | 0.00% | 125 | -21 | -14.4% | -$5,268 | 减仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $3.13万 | 0.00% | 337 | -2 | -0.6% | -$186 | 减仓 |
| QBTS | D-WAVE QUANTUM INC COM | $3.12万 | 0.00% | 1,800 | 100 | 5.9% | $1,735 | 加仓 |
| RACE | FERRARI N V COM | $3.12万 | 0.00% | 84 | -1 | -1.2% | -$372 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $3.11万 | 0.00% | 616 | -9 | -1.4% | -$454 | 减仓 |
| RAAX | VANECK REAL ASSETS ETF | $3.10万 | 0.00% | 767 | 767 | — | $3.10万 | 新建仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $3.09万 | 0.00% | 365 | 55 | 17.7% | $4,650 | 加仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $3.08万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC COM | $3.06万 | 0.00% | 91 | -52 | -36.4% | -$1.75万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $3.05万 | 0.00% | 280 | 73 | 35.3% | $7,956 | 加仓 |
| EMR | EMERSON ELEC CO COM | $3.05万 | 0.00% | 218 | -10 | -4.4% | -$1,397 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $3.04万 | 0.00% | 185 | -38 | -17.0% | -$6,242 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $3.03万 | 0.00% | 75 | -10 | -11.8% | -$4,044 | 减仓 |
| XYZ | BLOCK INC CL A | $3.03万 | 0.00% | 391 | 21 | 5.7% | $1,627 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC COM | $3.03万 | 0.00% | 389 | 102 | 35.5% | $7,938 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $3.03万 | 0.00% | 128 | 9 | 7.6% | $2,128 | 加仓 |
| CRWV | COREWEAVE INC COM CL A | $3.02万 | 0.00% | 366 | 21 | 6.1% | $1,735 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $3.01万 | 0.00% | 442 | 11 | 2.6% | $749 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $2.99万 | 0.00% | 324 | 7 | 2.2% | $646 | 加仓 |
| — | PIMCO HIGH INCOME FD COM SHS | $2.98万 | 0.00% | 6,404 | 64 | 1.0% | $298 | 加仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $2.98万 | 0.00% | 188 | 1 | 0.5% | $159 | 加仓 |
| CAVA | CAVA GROUP INC COM | $2.97万 | 0.00% | 477 | -73 | -13.3% | -$4,552 | 减仓 |
| TWLO | TWILIO INC CL A | $2.97万 | 0.00% | 162 | 88 | 118.9% | $1.61万 | 加仓 |
| BFLX | ISHARES FLEXIBLE EQUITY ACTIVE ETF | $2.97万 | 0.00% | 1,161 | 1,161 | — | $2.97万 | 新建仓 |
| AON | AON PLC SHS CL A | $2.96万 | 0.00% | 84 | 6 | 7.7% | $2,114 | 加仓 |
| AEIS | ADVANCED ENERGY INDS COM | $2.95万 | 0.00% | 93 | -40 | -30.1% | -$1.27万 | 减仓 |
| APG | API GROUP CORP COM STK | $2.94万 | 0.00% | 755 | -45 | -5.6% | -$1,753 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $2.93万 | 0.00% | 141 | -43 | -23.4% | -$8,935 | 减仓 |
| MDB | MONGODB INC CL A | $2.93万 | 0.00% | 96 | 29 | 43.3% | $8,844 | 加仓 |
| RELX | RELX PLC SPONSORED ADR | $2.92万 | 0.00% | 893 | 154 | 20.8% | $5,042 | 加仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $2.92万 | 0.00% | 297 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE MUN INCOME TR SH BEN INT | $2.92万 | 0.00% | 2,700 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $2.88万 | 0.00% | 599 | 84 | 16.3% | $4,046 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $2.88万 | 0.00% | 127 | -12 | -8.6% | -$2,717 | 减仓 |
| SMIZ | ZACKS SMALL/MID CAP ETF | $2.87万 | 0.00% | 671 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $2.85万 | 0.00% | 88 | -1 | -1.1% | -$324 | 减仓 |
| KVUE | KENVUE INC COM | $2.85万 | 0.00% | 1,489 | 251 | 20.3% | $4,802 | 加仓 |
| MTB | M & T BK CORP COM | $2.85万 | 0.00% | 114 | 5 | 4.6% | $1,249 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $2.84万 | 0.00% | 91 | -16 | -15.0% | -$4,987 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $2.81万 | 0.00% | 562 | 39 | 7.5% | $1,947 | 加仓 |
| TRNO | TERRENO RLTY CORP COM | $2.79万 | 0.00% | 382 | 2 | 0.5% | $146 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $2.79万 | 0.00% | 2,883 | 38 | 1.3% | $367 | 加仓 |
| WYFI | WHITEFIBER INC SHS | $2.79万 | 0.00% | 1,000 | 1,000 | — | $2.79万 | 新建仓 |
| PMBS | PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND | $2.78万 | 0.00% | 572 | 0 | 0.0% | — | 不变 |
| — | FIDELITY INTERNATIONAL MULTIFACTOR ETF | $2.78万 | 0.00% | 760 | -1,039 | -57.8% | -$3.80万 | 减仓 |
| IQV | IQVIA HLDGS INC COM | $2.76万 | 0.00% | 139 | -29 | -17.3% | -$5,757 | 减仓 |
| ROKU | ROKU INC COM CL A | $2.75万 | 0.00% | 192 | 185 | 2,642.9% | $2.65万 | 加仓 |
| RWK | INVESCO S&P MIDCAP 400 REVENUE ETF | $2.72万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $2.69万 | 0.00% | 893 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC CL A | $2.69万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP COM | $2.69万 | 0.00% | 85 | 3 | 3.7% | $948 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $2.69万 | 0.00% | 196 | -44 | -18.3% | -$6,032 | 减仓 |
| DUOT | DUOS TECHNOLOGIES GROUP INC COM | $2.67万 | 0.00% | 3,259 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR SH BEN INT | $2.66万 | 0.00% | 692 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD COM | $2.64万 | 0.00% | 71 | 1 | 1.4% | $372 | 加仓 |
| YUM | YUM BRANDS INC COM | $2.64万 | 0.00% | 179 | -76 | -29.8% | -$1.12万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $2.61万 | 0.00% | 183 | -88 | -32.5% | -$1.26万 | 减仓 |
| CGNX | COGNEX CORP COM | $2.61万 | 0.00% | 417 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $2.59万 | 0.00% | 97 | -3 | -3.0% | -$801 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $2.59万 | 0.00% | 358 | -3,151 | -89.8% | -$22.79万 | 减仓 |
| DAKT | DAKTRONICS INC COM | $2.57万 | 0.00% | 1,331 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC COM | $2.55万 | 0.00% | 52 | -12 | -18.8% | -$5,875 | 减仓 |
| BX | BLACKSTONE INC COM | $2.54万 | 0.00% | 207 | 47 | 29.4% | $5,764 | 加仓 |
| ADBE | ADOBE INC COM | $2.53万 | 0.00% | 116 | -36 | -23.7% | -$7,861 | 减仓 |
| WGS | GENEDX HOLDINGS CORP COM CL A | $2.50万 | 0.00% | 400 | 100 | 33.3% | $6,260 | 加仓 |
| NEM | NEWMONT CORP COM | $2.50万 | 0.00% | 261 | -94 | -26.5% | -$9,013 | 减仓 |
| BITQ | BITWISE CRYPTO INDUSTRY INNOVATORS ETF | $2.49万 | 0.00% | 1,009 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC ORD | $2.48万 | 0.00% | 248 | -36 | -12.7% | -$3,602 | 减仓 |
| FVAL | FIDELITY VALUE FACTOR ETF | $2.48万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $2.47万 | 0.00% | 300 | 34 | 12.8% | $2,794 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $2.46万 | 0.00% | 63 | -9 | -12.5% | -$3,514 | 减仓 |
| — | AMPLITECH GROUP INC COM NEW | $2.46万 | 0.00% | 3,800 | 0 | 0.0% | — | 不变 |