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 |
|---|---|---|---|---|---|---|---|---|
| HLNE | HAMILTON LANE INC CL A | $1.84万 | 0.00% | 199 | 1 | 0.5% | $92 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $1.84万 | 0.00% | 56 | -24 | -30.0% | -$7,868 | 减仓 |
| ETR | ENTERGY CORP NEW COM | $1.83万 | 0.00% | 157 | 36 | 29.8% | $4,199 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $1.82万 | 0.00% | 116 | 32 | 38.1% | $5,033 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $1.81万 | 0.00% | 84 | 38 | 82.6% | $8,172 | 加仓 |
| QLTA | ISHARES AAA-A RATED CORPORATE BOND ETF | $1.81万 | 0.00% | 381 | 381 | — | $1.81万 | 新建仓 |
| BIIB | BIOGEN INC COM | $1.80万 | 0.00% | 95 | 54 | 131.7% | $1.02万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $1.79万 | 0.00% | 152 | 39 | 34.5% | $4,600 | 加仓 |
| CNS | COHEN & STEERS INC COM | $1.79万 | 0.00% | 258 | -33 | -11.3% | -$2,292 | 减仓 |
| MDB | MONGODB INC CL A | $1.79万 | 0.00% | 67 | 1 | 1.5% | $267 | 加仓 |
| CNC | CENTENE CORP DEL COM | $1.79万 | 0.00% | 337 | 57 | 20.4% | $3,020 | 加仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $1.78万 | 0.00% | 70 | 10 | 16.7% | $2,543 | 加仓 |
| ENB | ENBRIDGE INC COM | $1.76万 | 0.00% | 320 | 68 | 27.0% | $3,734 | 加仓 |
| O | REALTY INCOME CORP COM | $1.75万 | 0.00% | 277 | 70 | 33.8% | $4,435 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $1.75万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $1.74万 | 0.00% | 118 | 43 | 57.3% | $6,353 | 加仓 |
| GRMN | GARMIN LTD SHS | $1.74万 | 0.00% | 75 | 37 | 97.4% | $8,570 | 加仓 |
| NDAQ | NASDAQ INC COM | $1.74万 | 0.00% | 196 | 63 | 47.4% | $5,580 | 加仓 |
| BNS | BANK NOVA SCOTIA B C COM | $1.73万 | 0.00% | 226 | 31 | 15.9% | $2,377 | 加仓 |
| NICE | NICE LTD SPONSORED ADR | $1.73万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC COM | $1.71万 | 0.00% | 88 | 14 | 18.9% | $2,721 | 加仓 |
| KNSL | KINSALE CAP GROUP INC COM | $1.71万 | 0.00% | 57 | 7 | 14.0% | $2,098 | 加仓 |
| QS | QUANTUMSCAPE CORP COM CL A | $1.71万 | 0.00% | 2,350 | 1,750 | 291.7% | $1.27万 | 加仓 |
| PATK | PATRICK INDS INC COM | $1.69万 | 0.00% | 189 | 12 | 6.8% | $1,076 | 加仓 |
| PEGA | PEGASYSTEMS INC COM | $1.68万 | 0.00% | 455 | 455 | — | $1.68万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $1.68万 | 0.00% | 120 | 36 | 42.9% | $5,029 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $1.66万 | 0.00% | 151 | 21 | 16.2% | $2,312 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $1.66万 | 0.00% | 110 | 39 | 54.9% | $5,893 | 加仓 |
| WTFC | WINTRUST FINL CORP COM | $1.66万 | 0.00% | 111 | 6 | 5.7% | $897 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP COM | $1.65万 | 0.00% | 168 | 48 | 40.0% | $4,724 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $1.65万 | 0.00% | 200 | -1,354 | -87.1% | -$11.17万 | 减仓 |
| FMHI | FIRST TRUST MUNICIPAL HIGH INCOME ETF | $1.65万 | 0.00% | 344 | 6 | 1.8% | $287 | 加仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $1.65万 | 0.00% | 110 | 29 | 35.8% | $4,341 | 加仓 |
| JD | JD.COM INC SPON ADS CL A | $1.63万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| STN | STANTEC INC COM | $1.63万 | 0.00% | 177 | -20 | -10.2% | -$1,844 | 减仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $1.62万 | 0.00% | 279 | -44 | -13.6% | -$2,563 | 减仓 |
| PRDO | PERDOCEO ED CORP COM | $1.62万 | 0.00% | 468 | 61 | 15.0% | $2,117 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $1.62万 | 0.00% | 83 | 47 | 130.6% | $9,155 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $1.61万 | 0.00% | 161 | 46 | 40.0% | $4,613 | 加仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $1.61万 | 0.00% | 568 | 43 | 8.2% | $1,222 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $1.61万 | 0.00% | 85 | 18 | 26.9% | $3,409 | 加仓 |
| KBR | KBR INC COM | $1.61万 | 0.00% | 439 | 62 | 16.4% | $2,268 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $1.60万 | 0.00% | 172 | -36 | -17.3% | -$3,356 | 减仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $1.60万 | 0.00% | 306 | 306 | — | $1.60万 | 新建仓 |
| MSA | MSA SAFETY INC COM | $1.59万 | 0.00% | 95 | 15 | 18.8% | $2,511 | 加仓 |
| URI | UNITED RENTALS INC COM | $1.59万 | 0.00% | 18 | 7 | 63.6% | $6,184 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $1.59万 | 0.00% | 38 | 5 | 15.2% | $2,089 | 加仓 |
| NNI | NELNET INC CL A | $1.58万 | 0.00% | 112 | 2 | 1.8% | $282 | 加仓 |
| LKFN | LAKELAND FINL CORP COM | $1.58万 | 0.00% | 254 | 3 | 1.2% | $186 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $1.57万 | 0.00% | 414 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $1.57万 | 0.00% | 300 | 200 | 200.0% | $1.05万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $1.57万 | 0.00% | 88 | 19 | 27.5% | $3,385 | 加仓 |
| GSK | GSK PLC SPONSORED ADR | $1.57万 | 0.00% | 311 | 52 | 20.1% | $2,620 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $1.57万 | 0.00% | 29 | 4 | 16.0% | $2,160 | 加仓 |
| MEDP | MEDPACE HLDGS INC COM | $1.55万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $1.54万 | 0.00% | 515 | 246 | 91.4% | $7,379 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $1.54万 | 0.00% | 165 | 18 | 12.2% | $1,685 | 加仓 |
| TFC | TRUIST FINL CORP COM | $1.54万 | 0.00% | 309 | 100 | 47.8% | $4,995 | 加仓 |
| EOG | EOG RES INC COM | $1.54万 | 0.00% | 110 | 63 | 134.0% | $8,839 | 加仓 |
| CNI | CANADIAN NATL RY CO COM | $1.54万 | 0.00% | 140 | 35 | 33.3% | $3,850 | 加仓 |
| EWBC | EAST WEST BANCORP INC COM | $1.53万 | 0.00% | 124 | 27 | 27.8% | $3,328 | 加仓 |
| WAB | WABTEC COM | $1.53万 | 0.00% | 59 | 31 | 110.7% | $8,031 | 加仓 |
| CIEN | CIENA CORP COM NEW | $1.53万 | 0.00% | 28 | 21 | 300.0% | $1.14万 | 加仓 |
| BALL | BALL CORP COM | $1.53万 | 0.00% | 268 | 249 | 1,310.5% | $1.42万 | 加仓 |
| TLTE | FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUND | $1.52万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC COM | $1.52万 | 0.00% | 67 | 3 | 4.7% | $680 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $1.51万 | 0.00% | 49 | -37 | -43.0% | -$1.14万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $1.51万 | 0.00% | 154 | 17 | 12.4% | $1,664 | 加仓 |
| MAS | MASCO CORP COM | $1.51万 | 0.00% | 214 | 73 | 51.8% | $5,140 | 加仓 |
| DOW | DOW HLDGS INC COM | $1.50万 | 0.00% | 369 | 135 | 57.7% | $5,498 | 加仓 |
| AZZ | AZZ INC COM | $1.50万 | 0.00% | 105 | 1 | 1.0% | $143 | 加仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $1.50万 | 0.00% | 171 | 12 | 7.5% | $1,052 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $1.50万 | 0.00% | 396 | 70 | 21.5% | $2,648 | 加仓 |
| NRG | NRG ENERGY INC COM NEW | $1.50万 | 0.00% | 96 | 36 | 60.0% | $5,614 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $1.49万 | 0.00% | 15 | 12 | 400.0% | $1.19万 | 加仓 |
| IR | INGERSOLL RAND INC COM | $1.49万 | 0.00% | 197 | 41 | 26.3% | $3,093 | 加仓 |
| DOV | DOVER CORP COM | $1.48万 | 0.00% | 67 | 15 | 28.8% | $3,303 | 加仓 |
| ADSK | AUTODESK INC COM | $1.47万 | 0.00% | 59 | -7 | -10.6% | -$1,746 | 减仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $1.46万 | 0.00% | 319 | 25 | 8.5% | $1,146 | 加仓 |
| WPC | WP CAREY INC COM | $1.46万 | 0.00% | 200 | 8 | 4.2% | $584 | 加仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC CL A NEW | $1.46万 | 0.00% | 1,500 | 1,500 | — | $1.46万 | 新建仓 |
| TWLO | TWILIO INC CL A | $1.45万 | 0.00% | 74 | 31 | 72.1% | $6,063 | 加仓 |
| DASH | DOORDASH INC CL A | $1.45万 | 0.00% | 87 | -4 | -4.4% | -$665 | 减仓 |
| RBA | RB GLOBAL INC COM | $1.44万 | 0.00% | 135 | 6 | 4.7% | $639 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC COM | $1.43万 | 0.00% | 240 | -17 | -6.6% | -$1,015 | 减仓 |
| AME | AMETEK INC COM | $1.43万 | 0.00% | 62 | 51 | 463.6% | $1.18万 | 加仓 |
| WDAY | WORKDAY INC CL A | $1.43万 | 0.00% | 111 | 31 | 38.8% | $3,995 | 加仓 |
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $1.43万 | 0.00% | 319 | 316 | 10,533.3% | $1.42万 | 加仓 |
| LMND | LEMONADE INC COM | $1.43万 | 0.00% | 250 | 250 | — | $1.43万 | 新建仓 |
| HSTM | HEALTHSTREAM INC COM | $1.43万 | 0.00% | 586 | 263 | 81.4% | $6,402 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $1.43万 | 0.00% | 96 | -12 | -11.1% | -$1,782 | 减仓 |
| KWR | QUAKER HOUGHTON COM | $1.41万 | 0.00% | 101 | -6 | -5.6% | -$836 | 减仓 |
| OXY | OCCIDENTAL PETE CORP COM | $1.40万 | 0.00% | 237 | 74 | 45.4% | $4,381 | 加仓 |
| KRMN | KARMAN HLDGS INC COMMON STOCK | $1.40万 | 0.00% | 223 | 64 | 40.3% | $4,025 | 加仓 |
| VLTO | VERALTO CORP COM SHS | $1.40万 | 0.00% | 160 | 22 | 15.9% | $1,928 | 加仓 |
| OLP | ONE LIBERTY PPTYS INC COM | $1.40万 | 0.00% | 615 | -39 | -6.0% | -$888 | 减仓 |
| ESQ | ESQUIRE FINL HLDGS INC COM | $1.40万 | 0.00% | 130 | 24 | 22.6% | $2,580 | 加仓 |
| FMNB | FARMERS NATIONAL BANC CORP COM | $1.40万 | 0.00% | 987 | 14 | 1.4% | $198 | 加仓 |
| BCS | BARCLAYS PLC ADR | $1.39万 | 0.00% | 610 | 25 | 4.3% | $570 | 加仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $1.39万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |