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 |
|---|---|---|---|---|---|---|---|---|
| BC | BRUNSWICK CORP COM | $2.45万 | 0.00% | 299 | -5 | -1.6% | -$410 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $2.44万 | 0.00% | 105 | -4 | -3.7% | -$931 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $2.44万 | 0.00% | 85 | -10 | -10.5% | -$2,865 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $2.43万 | 0.00% | 44 | -19 | -30.2% | -$1.05万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC COM | $2.43万 | 0.00% | 335 | -5 | -1.5% | -$362 | 减仓 |
| AAON | AAON INC COM PAR $0.004 | $2.43万 | 0.00% | 226 | -4 | -1.7% | -$430 | 减仓 |
| PSK | STATE STREET SPDR ICE PREFERRED SECURITIES ETF | $2.42万 | 0.00% | 798 | 13 | 1.7% | $395 | 加仓 |
| ECL | ECOLAB INC COM | $2.41万 | 0.00% | 90 | -6 | -6.2% | -$1,608 | 减仓 |
| BMO | BANK MONTREAL MEDIUM COM | $2.40万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | $2.40万 | 0.00% | 739 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC COM | $2.39万 | 0.00% | 787 | 12 | 1.5% | $365 | 加仓 |
| SNPS | SYNOPSYS INC COM | $2.38万 | 0.00% | 63 | 1 | 1.6% | $378 | 加仓 |
| TGT | TARGET CORP COM | $2.38万 | 0.00% | 172 | -45 | -20.7% | -$6,218 | 减仓 |
| CHE | CHEMED CORP NEW COM | $2.37万 | 0.00% | 47 | 1 | 2.2% | $504 | 加仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $2.37万 | 0.00% | 1,633 | -236 | -12.6% | -$3,424 | 减仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC COM | $2.37万 | 0.00% | 666 | 23 | 3.6% | $818 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO COM | $2.37万 | 0.00% | 313 | 1 | 0.3% | $76 | 加仓 |
| F | FORD MTR CO COM | $2.36万 | 0.00% | 1,639 | -93 | -5.4% | -$1,341 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $2.36万 | 0.00% | 101 | 6 | 6.3% | $1,402 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $2.35万 | 0.00% | 211 | -17 | -7.5% | -$1,893 | 减仓 |
| PSP | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF | $2.35万 | 0.00% | 406 | -29 | -6.7% | -$1,677 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $2.34万 | 0.00% | 2,232 | 70 | 3.2% | $735 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $2.34万 | 0.00% | 543 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $2.33万 | 0.00% | 187 | -17 | -8.3% | -$2,118 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $2.33万 | 0.00% | 287 | 33 | 13.0% | $2,678 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $2.32万 | 0.00% | 152 | -22 | -12.6% | -$3,360 | 减仓 |
| RPV | INVESCO S&P 500 PURE VALUE ETF | $2.32万 | 0.00% | 195 | -1 | -0.5% | -$119 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $2.31万 | 0.00% | 130 | 14 | 12.1% | $2,491 | 加仓 |
| JGLO | JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF | $2.31万 | 0.00% | 322 | 17 | 5.6% | $1,218 | 加仓 |
| PPL | PPL CORP COM | $2.31万 | 0.00% | 639 | 19 | 3.1% | $686 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $2.30万 | 0.00% | 33 | -1 | -2.9% | -$698 | 减仓 |
| CTRE | CARETRUST REIT INC COM | $2.30万 | 0.00% | 544 | 5 | 0.9% | $212 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $2.29万 | 0.00% | 77 | -15 | -16.3% | -$4,456 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $2.28万 | 0.00% | 235 | -7 | -2.9% | -$680 | 减仓 |
| MLN | VANECK LONG MUNI ETF | $2.27万 | 0.00% | 1,299 | -392 | -23.2% | -$6,844 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $2.26万 | 0.00% | 109 | 109 | — | $2.26万 | 新建仓 |
| CPAY | CORPAY INC COM SHS | $2.26万 | 0.00% | 63 | 1 | 1.6% | $359 | 加仓 |
| EE | EXCELERATE ENERGY INC CL A COM | $2.26万 | 0.00% | 571 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC COM | $2.25万 | 0.00% | 39 | -1 | -2.5% | -$576 | 减仓 |
| KFRC | KFORCE INC COM | $2.24万 | 0.00% | 387 | -73 | -15.9% | -$4,220 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $2.23万 | 0.00% | 518 | 25 | 5.1% | $1,074 | 加仓 |
| CCI | CROWN CASTLE INC COM | $2.22万 | 0.00% | 286 | -58 | -16.9% | -$4,497 | 减仓 |
| CTAS | CINTAS CORP COM | $2.22万 | 0.00% | 110 | -7 | -6.0% | -$1,410 | 减仓 |
| MTDR | MATADOR RES CO COM | $2.22万 | 0.00% | 403 | 30 | 8.0% | $1,649 | 加仓 |
| VEEV | VEEVA SYS INC CL A COM | $2.21万 | 0.00% | 120 | -4 | -3.2% | -$738 | 减仓 |
| STT | STATE STR CORP COM | $2.21万 | 0.00% | 119 | 1 | 0.8% | $186 | 加仓 |
| CNC | CENTENE CORP DEL COM | $2.21万 | 0.00% | 335 | -2 | -0.6% | -$132 | 减仓 |
| SXI | STANDEX INTL CORP COM | $2.21万 | 0.00% | 71 | -45 | -38.8% | -$1.40万 | 减仓 |
| DASH | DOORDASH INC CL A | $2.20万 | 0.00% | 124 | 37 | 42.5% | $6,576 | 加仓 |
| NTAP | NETAPP INC COM | $2.20万 | 0.00% | 132 | 11 | 9.1% | $1,836 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $2.20万 | 0.00% | 566 | 8 | 1.4% | $311 | 加仓 |
| UTZ | UTZ BRANDS INC COM CL A | $2.19万 | 0.00% | 1,561 | 13 | 0.8% | $183 | 加仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $2.19万 | 0.00% | 373 | -29 | -7.2% | -$1,705 | 减仓 |
| BNS | BANK NOVA SCOTIA B C COM | $2.19万 | 0.00% | 250 | 24 | 10.6% | $2,102 | 加仓 |
| CNI | CANADIAN NATL RY CO COM | $2.19万 | 0.00% | 171 | 31 | 22.1% | $3,965 | 加仓 |
| IRM | IRON MTN INC DEL COM | $2.16万 | 0.00% | 174 | -8 | -4.4% | -$994 | 减仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $2.16万 | 0.00% | 182 | -144 | -44.2% | -$1.71万 | 减仓 |
| FIX | COMFORT SYS USA INC COM | $2.15万 | 0.00% | 12 | -2 | -14.3% | -$3,588 | 减仓 |
| TMUS | T-MOBILE US INC COM | $2.15万 | 0.00% | 113 | -61 | -35.1% | -$1.16万 | 减仓 |
| POWI | POWER INTEGRATIONS INC COM | $2.15万 | 0.00% | 296 | -21 | -6.6% | -$1,523 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $2.13万 | 0.00% | 345 | 162 | 88.5% | $1.00万 | 加仓 |
| HSY | HERSHEY CO COM | $2.12万 | 0.00% | 123 | -22 | -15.2% | -$3,792 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP COM | $2.12万 | 0.00% | 157 | 1 | 0.6% | $135 | 加仓 |
| AME | AMETEK INC COM | $2.11万 | 0.00% | 89 | 27 | 43.5% | $6,403 | 加仓 |
| LSTR | LANDSTAR SYS INC COM | $2.11万 | 0.00% | 100 | -11 | -9.9% | -$2,316 | 减仓 |
| CNS | COHEN & STEERS INC COM | $2.09万 | 0.00% | 260 | 2 | 0.8% | $161 | 加仓 |
| WCN | WASTE CONNECTIONS INC COM | $2.08万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| FESM | FIDELITY ENHANCED SMALL CAP CORE ETF | $2.08万 | 0.00% | 442 | 0 | 0.0% | — | 不变 |
| SFBS | SERVISFIRST BANCSHARES INC COM | $2.07万 | 0.00% | 239 | 1 | 0.4% | $86 | 加仓 |
| STE | STERIS PLC SHS USD | $2.06万 | 0.00% | 98 | 1 | 1.0% | $211 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $2.05万 | 0.00% | 87 | -19 | -17.9% | -$4,480 | 减仓 |
| G | GENPACT LIMITED SHS | $2.05万 | 0.00% | 683 | -49 | -6.7% | -$1,471 | 减仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $2.01万 | 0.00% | 400 | -45 | -10.1% | -$2,259 | 减仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $2.00万 | 0.00% | 100 | -30 | -23.1% | -$6,008 | 减仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $1.98万 | 0.00% | 759 | 759 | — | $1.98万 | 新建仓 |
| JBL | JABIL INC COM | $1.97万 | 0.00% | 62 | -1 | -1.6% | -$318 | 减仓 |
| KXI | ISHARES GLOBAL CONSUMER STAPLES ETF | $1.96万 | 0.00% | 287 | 3 | 1.1% | $205 | 加仓 |
| CVIE | CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF | $1.96万 | 0.00% | 236 | 236 | — | $1.96万 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $1.95万 | 0.00% | 166 | 15 | 9.9% | $1,766 | 加仓 |
| NOK | NOKIA CORP SPONSORED ADR | $1.95万 | 0.00% | 1,896 | -1 | -0.1% | -$10 | 减仓 |
| WWD | WOODWARD INC COM | $1.95万 | 0.00% | 48 | -20 | -29.4% | -$8,114 | 减仓 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $1.93万 | 0.00% | 179 | 114 | 175.4% | $1.23万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $1.93万 | 0.00% | 68 | 12 | 21.4% | $3,412 | 加仓 |
| USPH | U S PHYSICAL THERAPY COM | $1.92万 | 0.00% | 258 | 1 | 0.4% | $74 | 加仓 |
| FLEX | FLEX LTD ORD | $1.92万 | 0.00% | 151 | -53 | -26.0% | -$6,731 | 减仓 |
| ENB | ENBRIDGE INC COM | $1.91万 | 0.00% | 339 | 19 | 5.9% | $1,069 | 加仓 |
| MEDP | MEDPACE HLDGS INC COM | $1.90万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC COM | $1.89万 | 0.00% | 430 | -250 | -36.8% | -$1.10万 | 减仓 |
| TRU | TRANSUNION COM | $1.89万 | 0.00% | 251 | -62 | -19.8% | -$4,679 | 减仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $1.89万 | 0.00% | 568 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC COM | $1.89万 | 0.00% | 58 | 1 | 1.8% | $326 | 加仓 |
| CVNA | CARVANA CO CL A | $1.89万 | 0.00% | 301 | 46 | 18.0% | $2,887 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $1.88万 | 0.00% | 90 | 5 | 5.9% | $1,044 | 加仓 |
| JD | JD.COM INC SPON ADS CL A | $1.88万 | 0.00% | 623 | 73 | 13.3% | $2,201 | 加仓 |
| FLDB | FIDELITY LOW DURATION BOND ETF | $1.88万 | 0.00% | 373 | 0 | 0.0% | — | 不变 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $1.87万 | 0.00% | 754 | 7 | 0.9% | $173 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW COM | $1.84万 | 0.00% | 130 | 25 | 23.8% | $3,541 | 加仓 |
| BIIB | BIOGEN INC COM | $1.84万 | 0.00% | 93 | -2 | -2.1% | -$395 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $1.83万 | 0.00% | 130 | -17 | -11.6% | -$2,391 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $1.82万 | 0.00% | 400 | 4 | 1.0% | $182 | 加仓 |