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 |
|---|---|---|---|---|---|---|---|---|
| XEL | XCEL ENERGY INC COM | $1.32万 | 0.00% | 165 | 39 | 31.0% | $3,119 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $1.32万 | 0.00% | 91 | -19 | -17.3% | -$2,753 | 减仓 |
| — | WELLS FARGO & CO PERP PFD CNV A | $1.32万 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $1.32万 | 0.00% | 251 | 1 | 0.4% | $52 | 加仓 |
| TDG | TRANSDIGM GROUP INC COM | $1.31万 | 0.00% | 11 | 1 | 10.0% | $1,195 | 加仓 |
| FIVE | FIVE BELOW INC COM | $1.31万 | 0.00% | 64 | -3 | -4.5% | -$615 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $1.30万 | 0.00% | 20 | -15 | -42.9% | -$9,769 | 减仓 |
| WSM | WILLIAMS SONOMA INC COM | $1.30万 | 0.00% | 58 | -4 | -6.5% | -$894 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $1.29万 | 0.00% | 18 | -8 | -30.8% | -$5,755 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $1.29万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO COM | $1.28万 | 0.00% | 223 | 27 | 13.8% | $1,554 | 加仓 |
| AXON | AXON ENTERPRISE INC COM | $1.28万 | 0.00% | 26 | 5 | 23.8% | $2,458 | 加仓 |
| HUM | HUMANA INC COM | $1.27万 | 0.00% | 32 | 10 | 45.5% | $3,977 | 加仓 |
| MAS | MASCO CORP COM | $1.26万 | 0.00% | 162 | -52 | -24.3% | -$4,057 | 减仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $1.26万 | 0.00% | 47 | -4 | -7.8% | -$1,070 | 减仓 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $1.26万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| BSVO | EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF | $1.25万 | 0.00% | 425 | 425 | — | $1.25万 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC COM | $1.25万 | 0.00% | 234 | -6 | -2.5% | -$320 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $1.24万 | 0.00% | 555 | -8 | -1.4% | -$179 | 减仓 |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | $1.24万 | 0.00% | 137 | 1 | 0.7% | $90 | 加仓 |
| PEGA | PEGASYSTEMS INC COM | $1.24万 | 0.00% | 477 | 22 | 4.8% | $571 | 加仓 |
| STN | STANTEC INC COM | $1.24万 | 0.00% | 182 | 5 | 2.8% | $340 | 加仓 |
| — | XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF | $1.24万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $1.24万 | 0.00% | 492 | 117 | 31.2% | $2,943 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $1.24万 | 0.00% | 84 | -4 | -4.5% | -$588 | 减仓 |
| SYY | SYSCO CORP COM | $1.23万 | 0.00% | 150 | -14 | -8.5% | -$1,152 | 减仓 |
| APLD | APPLIED DIGITAL CORP COM NEW | $1.23万 | 0.00% | 409 | -900 | -68.8% | -$2.71万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $1.23万 | 0.00% | 162 | 17 | 11.7% | $1,290 | 加仓 |
| DG | DOLLAR GEN CORP COM | $1.23万 | 0.00% | 102 | 20 | 24.4% | $2,408 | 加仓 |
| HIMU | ISHARES HIGH YIELD MUNI ACTIVE ETF | $1.22万 | 0.00% | 250 | 2 | 0.8% | $98 | 加仓 |
| NICE | NICE LTD SPONSORED ADR | $1.22万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC COM | $1.21万 | 0.00% | 734 | 20 | 2.8% | $330 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $1.20万 | 0.00% | 104 | -736 | -87.6% | -$8.51万 | 减仓 |
| DINO | HF SINCLAIR CORP COM | $1.20万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $1.19万 | 0.00% | 126 | -46 | -26.7% | -$4,359 | 减仓 |
| NRG | NRG ENERGY INC COM NEW | $1.19万 | 0.00% | 85 | -11 | -11.5% | -$1,542 | 减仓 |
| SSRM | SSR MINING IN COM | $1.19万 | 0.00% | 424 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION COM | $1.18万 | 0.00% | 127 | 6 | 5.0% | $558 | 加仓 |
| L | LOEWS CORP COM | $1.18万 | 0.00% | 103 | 1 | 1.0% | $115 | 加仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC CL A NEW | $1.17万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $1.17万 | 0.00% | 480 | -2,841 | -85.5% | -$6.93万 | 减仓 |
| FR | FIRST INDL RLTY TR INC COM | $1.17万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $1.17万 | 0.00% | 206 | -28 | -12.0% | -$1,585 | 减仓 |
| PPG | PPG INDS INC COM | $1.16万 | 0.00% | 99 | 17 | 20.7% | $1,997 | 加仓 |
| LULU | LULULEMON ATHLETICA INC COM | $1.16万 | 0.00% | 102 | -44 | -30.1% | -$4,988 | 减仓 |
| WING | WINGSTOP INC COM | $1.15万 | 0.00% | 83 | -1 | -1.2% | -$139 | 减仓 |
| DCRE | DOUBLELINE COMMERCIAL REAL ESTATE DEBT ETF | $1.15万 | 0.00% | 223 | -750 | -77.1% | -$3.87万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP COM | $1.15万 | 0.00% | 200 | -37 | -15.6% | -$2,128 | 减仓 |
| WAT | WATERS CORP COM | $1.15万 | 0.00% | 31 | 10 | 47.6% | $3,708 | 加仓 |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $1.15万 | 0.00% | 218 | -1 | -0.5% | -$53 | 减仓 |
| WTFC | WINTRUST FINL CORP COM | $1.15万 | 0.00% | 72 | -39 | -35.1% | -$6,216 | 减仓 |
| ABCL | ABCELLERA BIOLOGICS INC COM | $1.15万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $1.15万 | 0.00% | 679 | 64 | 10.4% | $1,080 | 加仓 |
| PBA | PEMBINA PIPELINE CORP COM | $1.14万 | 0.00% | 225 | 41 | 22.3% | $2,084 | 加仓 |
| MKSI | MKS INC. COM | $1.14万 | 0.00% | 33 | -1 | -2.9% | -$347 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $1.14万 | 0.00% | 85 | 16 | 23.2% | $2,145 | 加仓 |
| DOV | DOVER CORP COM | $1.14万 | 0.00% | 53 | -14 | -20.9% | -$3,005 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $1.13万 | 0.00% | 76 | 76 | — | $1.13万 | 新建仓 |
| COHR | COHERENT CORP COM | $1.12万 | 0.00% | 36 | 2 | 5.9% | $624 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $1.12万 | 0.00% | 30 | -8 | -21.1% | -$2,978 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $1.11万 | 0.00% | 105 | -159 | -60.2% | -$1.69万 | 减仓 |
| EQT | EQT CORP COM | $1.11万 | 0.00% | 205 | -15 | -6.8% | -$811 | 减仓 |
| NI | NISOURCE INC COM | $1.11万 | 0.00% | 238 | -12 | -4.8% | -$558 | 减仓 |
| DXCM | DEXCOM INC COM | $1.11万 | 0.00% | 155 | 7 | 4.7% | $500 | 加仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $1.10万 | 0.00% | 212 | 30 | 16.5% | $1,561 | 加仓 |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $1.10万 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SPON ADR NEW | $1.09万 | 0.00% | 129 | 23 | 21.7% | $1,940 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | $1.08万 | 0.00% | 82 | -1 | -1.2% | -$132 | 减仓 |
| LITE | LUMENTUM HLDGS INC COM | $1.08万 | 0.00% | 13 | -2 | -13.3% | -$1,659 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $1.08万 | 0.00% | 299 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP COM NEW | $1.07万 | 0.00% | 27 | -1 | -3.6% | -$397 | 减仓 |
| RBLX | ROBLOX CORP CL A | $1.07万 | 0.00% | 216 | 5 | 2.4% | $248 | 加仓 |
| AER | AERCAP HOLDINGS NV SHS | $1.07万 | 0.00% | 71 | 3 | 4.4% | $452 | 加仓 |
| KGS | KODIAK GAS SVCS INC COM | $1.07万 | 0.00% | 159 | 159 | — | $1.07万 | 新建仓 |
| NDSN | NORDSON CORP COM | $1.05万 | 0.00% | 36 | 6 | 20.0% | $1,758 | 加仓 |
| LPLA | LPL FINL HLDGS INC COM | $1.05万 | 0.00% | 32 | -10 | -23.8% | -$3,285 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $1.05万 | 0.00% | 149 | 57 | 62.0% | $4,014 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $1.05万 | 0.00% | 123 | -31 | -20.1% | -$2,640 | 减仓 |
| GIS | GENERAL MILLS INC COM | $1.05万 | 0.00% | 283 | 216 | 322.4% | $7,984 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $1.04万 | 0.00% | 116 | -6 | -4.9% | -$536 | 减仓 |
| ZVRA | ZEVRA THERAPEUTICS INC COM NEW | $1.03万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC COM | $1.03万 | 0.00% | 341 | 83 | 32.2% | $2,509 | 加仓 |
| XSVM | INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF | $1.03万 | 0.00% | 145 | 1 | 0.7% | $71 | 加仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1.02万 | 0.00% | 120 | 120 | — | $1.02万 | 新建仓 |
| IT | GARTNER INC COM | $1.02万 | 0.00% | 77 | -9 | -10.5% | -$1,189 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $1.01万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD SHS | $1.01万 | 0.00% | 42 | -33 | -44.0% | -$7,940 | 减仓 |
| COO | COOPER COS INC COM | $1.01万 | 0.00% | 143 | 11 | 8.3% | $776 | 加仓 |
| ON | ON SEMICONDUCTOR CORP COM | $1.01万 | 0.00% | 109 | 6 | 5.8% | $554 | 加仓 |
| ABM | ABM INDS INC COM | $1.01万 | 0.00% | 214 | 214 | — | $1.01万 | 新建仓 |
| CCJ | CAMECO CORP COM | $1.00万 | 0.00% | 111 | -8 | -6.7% | -$723 | 减仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $1.00万 | 0.00% | 646 | -31 | -4.6% | -$481 | 减仓 |
| FTS | FORTIS INC COM | $9,976 | 0.00% | 171 | 6 | 3.6% | $350 | 加仓 |
| ILMN | ILLUMINA INC COM | $9,925 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC COM | $9,873 | 0.00% | 66 | -1 | -1.5% | -$150 | 减仓 |
| AMCR | AMCOR PLC COM NEW | $9,846 | 0.00% | 228 | 122 | 115.1% | $5,268 | 加仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $9,794 | 0.00% | 125 | -9 | -6.7% | -$705 | 减仓 |
| FICO | FAIR ISAAC CORP COM | $9,772 | 0.00% | 8 | -1 | -11.1% | -$1,222 | 减仓 |
| HEI/A | HEICO CORP NEW CL A | $9,770 | 0.00% | 40 | 3 | 8.1% | $733 | 加仓 |
| AUPH | AURINIA PHARMACEUTICALS INC COM | $9,719 | 0.00% | 634 | -24 | -3.6% | -$368 | 减仓 |