跳到主要內容
Livermore
Livermore
中文EN

Cornerstone Planning Group LLC

SEC CIK
0001822587
最新申報
2026/7/29

2024 年第 2 季持倉

持倉截至 2024/6/30，2024/8/13 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。

機構總覽
持股檔數
1,262
較 2024 年第 1 季 +156
總值
$3.49 億
較 2024 年第 1 季 +$2,728 萬 (+8.5%)
申報日
2024/8/13
SEC
Cornerstone Planning Group LLC 在 2024 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
BRTBRT Apartments Corp.COM33$577<0.1%00.0%不變歷史
CHMGChemung Financial CorpCOM13$577<0.1%+13新進歷史
CNACna Financial CorpCOM12$577<0.1%00.0%不變歷史
ALSNAllison Transmission Holdings IncStock7$578<0.1%00.0%不變歷史
CRKComstock Resources IncCOM71$578<0.1%00.0%不變歷史
Scynexis Inc Com811292101Stock300$578<0.1%00.0%不變–
KNTKKinetik Holdings Inc.COM NEW CL A15$579<0.1%00.0%不變歷史
SBSafe Bulkers, Inc.COM125$583<0.1%00.0%不變歷史
VICIVici Properties Inc.COM19$585<0.1%00.0%不變歷史
DKSDick's Sporting Goods, Inc.Stock3$594<0.1%00.0%不變歷史
STNGScorpio Tankers Inc.SHS8$594<0.1%00.0%不變歷史
QIPTQuipt Home Medical Corp.COM168$594<0.1%+168新進歷史
CROXCrocs, Inc.COM5$606<0.1%00.0%不變歷史
EXPDExpeditors International of Washington IncCOM5$607<0.1%+5新進歷史
PRTHPriority Technology Holdings, Inc.COM128$607<0.1%00.0%不變歷史
SPDR Series Trust78468R721STATE STREET SPD14$613<0.1%00.0%不變–
ROKURoku, IncCOM CL A12$621<0.1%−15−55.6%減碼歷史
AGXArgan IncStock9$626<0.1%00.0%不變歷史
VTSVitesse Energy, Inc.COMMON STOCK27$628<0.1%00.0%不變歷史
WSRWhitestone REITCOM50$642<0.1%+50新進歷史
CCOICogent Communications Holdings, Inc.COM NEW10$643<0.1%+10新進歷史
CYHCommunity Health Systems IncCOM135$651<0.1%00.0%不變歷史
INMDInMode Ltd.SHS38$653<0.1%+38新進歷史
UTLUnitil CorpCOM11$654<0.1%00.0%不變歷史
RPAYRepay Holdings CorpCOM CL A74$654<0.1%00.0%不變歷史
BPBP PLCADR20$660<0.1%−44−68.8%減碼歷史
IRMDIradimed CorpCOM15$664<0.1%+15新進歷史
PLLPiedmont Lithium Inc.Stock73$665<0.1%+24+49.0%加碼歷史
ATRCAtriCure, Inc.COM31$665<0.1%+31新進歷史
TDOCTeladoc Health, Inc.COM88$669<0.1%00.0%不變歷史
COTYCoty Inc.COM CL A73$670<0.1%00.0%不變歷史
EFCEllington Financial Inc.COM56$675<0.1%00.0%不變歷史
SGISomnigroup International Inc.COM14$681<0.1%+14新進歷史
BALLBALL CorpCOM11$690<0.1%+11新進歷史
TERTeradyne, IncStock6$699<0.1%00.0%不變歷史
CHDChurch & Dwight Co IncCOM7$700<0.1%−14−66.7%減碼歷史
MRCMRC Global Inc.COM54$702<0.1%+54新進歷史
FSLYFastly, Inc.CL A100$709<0.1%00.0%不變歷史
HEI.AHeico CorpCL A4$712<0.1%−10−71.4%減碼歷史
EGEverest Group, Ltd.COM2$713<0.1%−1−33.3%減碼歷史
OVVOvintiv Inc.COM18$719<0.1%+13+260.0%加碼歷史
HASIHA Sustainable Infrastructure Capital, Inc.COM24$719<0.1%+24新進歷史
NWENorthWestern Energy Group, Inc.COM NEW14$721<0.1%00.0%不變歷史
GLNGGolar LNG LtdSHS23$723<0.1%00.0%不變歷史
BMRNBiomarin Pharmaceutical IncCOM9$725<0.1%+9新進歷史
CNPCenterpoint Energy IncCOM28$727<0.1%+9+47.4%加碼歷史
AOSSmith A O CorpCOM9$735<0.1%+9新進歷史
CCJCameco CorpStock20$738<0.1%+6+42.9%加碼歷史
BURLBurlington Stores, Inc.COM3$738<0.1%+3新進歷史
SLPSimulations Plus, Inc.COM20$740<0.1%+20新進歷史
LSTRLandstar System IncCOM4$742<0.1%00.0%不變歷史
WASHWashington Trust Bancorp IncCOM26$744<0.1%00.0%不變歷史
GTMZoomInfo Technologies Inc.Stock76$745<0.1%−165−68.5%減碼歷史
RIVNRivian Automotive, Inc.Stock51$746<0.1%00.0%不變歷史
DBDeutsche Bank AktiengesellschaftNAMEN AKT53$746<0.1%+17+47.2%加碼歷史
PZZAPapa Johns International IncStock18$748<0.1%+18新進歷史
Flexshares Tr33939L886ULTR SHO INC FD10$753<0.1%+10新進–
CSLCarlisle Companies IncCOM2$754<0.1%+2新進歷史
XYLXylem Inc.COM6$757<0.1%+6新進歷史
CTLTCatalent, Inc.COM13$769<0.1%+13新進歷史
JBLJabil IncStock8$781<0.1%+8新進歷史
EQNREquinor ASASPONSORED ADR31$789<0.1%+31新進歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW8$790<0.1%+8新進歷史
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG39$790<0.1%00.0%不變–
BKHBlack Hills CorpCOM14$791<0.1%00.0%不變歷史
PCYOPure Cycle CorpCOM NEW82$798<0.1%+82新進歷史
GRPNGroupon, Inc.COM NEW70$799<0.1%00.0%不變歷史
GOODGladstone Commercial CorpCOM57$800<0.1%00.0%不變歷史
RDWRedwire CorpStock136$802<0.1%00.0%不變歷史
CFCF Industries Holdings, Inc.COM11$802<0.1%+11新進歷史
GWRSGlobal Water Resources, Inc.COM68$804<0.1%+68新進歷史
IDTIdt CorpCL B NEW23$805<0.1%+23新進歷史
ADMArcher-Daniels-Midland CoStock14$815<0.1%+5+55.6%加碼歷史
BHRBraemar Hotels & Resorts Inc.COM279$818<0.1%00.0%不變歷史
TITNTitan Machinery Inc.COM53$820<0.1%+53新進歷史
AORTArtivion, Inc.COM33$825<0.1%+33新進歷史
WRBYWarby Parker Inc.CL A COM55$826<0.1%00.0%不變歷史
BHFBrighthouse Financial, Inc.COM19$826<0.1%−15−44.1%減碼歷史
PCARPaccar IncCOM9$828<0.1%+9新進歷史
AVAAvista CorpCOM22$831<0.1%00.0%不變歷史
WHRWhirlpool CorpStock9$840<0.1%+9新進歷史
CAECae IncCOM52$848<0.1%−27−34.2%減碼歷史
BLDQXO Insulation, LLCStock2$851<0.1%00.0%不變歷史
DINDine Brands Global, Inc.COM27$853<0.1%+27新進歷史
CLXClorox CoStock6$857<0.1%−3−33.3%減碼歷史
BZHBeazer Homes USA IncCOM NEW32$857<0.1%+32新進歷史
CNHCNH Industrial N.V.SHS89$861<0.1%+89新進歷史
VIRVir Biotechnology, Inc.COM100$865<0.1%00.0%不變歷史
GMSGMS Inc.COM10$870<0.1%+10新進歷史
WSBFWaterstone Financial, Inc.COM63$872<0.1%00.0%不變歷史
PAYXPaychex IncStock7$873<0.1%−20−74.1%減碼歷史
MMSIMerit Medical Systems IncCOM10$875<0.1%+10新進歷史
UPBDUpbound Group, Inc.COM27$889<0.1%+27新進歷史
LMBLimbach Holdings, Inc.COM17$893<0.1%00.0%不變歷史
SPDR Series Trust78464A672ST INTER ETF32$909<0.1%00.0%不變–
VCVisteon CorpCOM NEW9$919<0.1%+9新進歷史
MCRIMonarch Casino & Resort IncCOM13$922<0.1%+13新進歷史
WSOWatsco IncCOM2$923<0.1%+2新進歷史
VEONVEON Ltd.SPONSORED ADS34$925<0.1%00.0%不變歷史
DLBDolby Laboratories, Inc.COM CL A13$925<0.1%00.0%不變歷史

2024 年第 1 季之後清倉（107 檔）

2024 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 107 檔。

Cornerstone Planning Group LLC 在 2024 年第 1 季之後清倉的部位
證券類別2024 年第 1 季股數2024 年第 1 季市值2024 年第 1 季佔組合 %紀錄
iShares Russell Midcap ETF464287499ETF1,653$13.4 萬<0.1%–
Invesco Nasdaq 100 ETF46138G649ETF196$3.51 萬<0.1%–
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV325$3.35 萬<0.1%–
Invesco Exch Traded FD Tr II46138E297S&P EMRNG MKTS847$2.04 萬<0.1%–
MDYSPDR S&P Midcap 400 ETF TrustETF30$1.61 萬<0.1%歷史
Vanguard Information Technology ETF92204A702ETF30$1.53 萬<0.1%–
Vanguard Wellington FD921935706US QUALITY100$1.32 萬<0.1%–
HIMXHimax Technologies, Inc.SPONSORED ADR2,397$1.24 萬<0.1%歷史
ProShares Bitcoin ETF74347G440ETF260$6,535<0.1%–
MOVECorvex, Inc.COM13,500$6,345<0.1%歷史
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF75$5,286<0.1%–
iShares Inc464286285JP MRGN EM HI BD112$4,166<0.1%–
LXLexinFintech Holdings Ltd.ADR2,242$4,081<0.1%歷史
ACHRArcher Aviation Inc.Stock1,000$3,960<0.1%歷史
ProShares Ultrapro Short S&P50074349Y845ETF100$3,489<0.1%–
MELIMercadolibre IncCOM2$3,262<0.1%歷史
PPLIPeople IncCOM NEW55$3,029<0.1%歷史
CSTMConstellium SECL A SHS139$2,810<0.1%歷史
FERGFerguson Enterprises Inc.SHS11$2,389<0.1%歷史
GGGGraco IncCOM28$2,300<0.1%歷史
EVRGEvergy, Inc.Stock37$2,002<0.1%歷史
SPSP Plus CorpCOM37$1,906<0.1%歷史
IONSIonis Pharmaceuticals IncCOM45$1,889<0.1%歷史
CPSSConsumer Portfolio Services, Inc.COM201$1,791<0.1%歷史
CMAComerica IncCOM31$1,646<0.1%歷史
NKSHNational Bankshares IncCOM59$1,627<0.1%歷史
MBIMbia IncCOM233$1,487<0.1%歷史
MKTXMarketaxess Holdings IncCOM7$1,427<0.1%歷史
UUUUEnergy Fuels IncCOM NEW251$1,391<0.1%歷史
UNITUniti Group Inc.COM296$1,315<0.1%歷史
QSQuantumScape CorpCOM CL A216$1,232<0.1%歷史
SONYSony Group CorpSPONSORED ADR14$1,184<0.1%歷史
RRGBRed Robin Gourmet Burgers IncCOM154$1,128<0.1%歷史
TCMDTactile Systems Technology IncCOM79$1,128<0.1%歷史
STNEStoneCo Ltd.COM67$1,121<0.1%歷史
STKLSunOpta Inc.COM195$1,093<0.1%歷史
WOLFWolfspeed, Inc.Stock42$1,064<0.1%歷史
PRGOPERRIGO Co plcSHS31$1,017<0.1%歷史
RGENRepligen CorpCOM6$1,003<0.1%歷史
AGRAvangrid, Inc.COM26$953<0.1%歷史
CVMCel Sci CorpCOM PAR NEW575$938<0.1%歷史
PSOPearson PLCSPONSORED ADR72$894<0.1%歷史
BRYBerry Corp (bry)COM109$872<0.1%歷史
ACADAcadia Pharmaceuticals IncCOM50$853<0.1%歷史
Vanguard World FD921910816MEGA GRWTH IND4$849<0.1%–
PINEAlpine Income Property Trust, Inc.COM56$837<0.1%歷史
ATAIAtai Beckley N.V.SHS400$820<0.1%歷史
PBPBPotbelly CorpCOM82$812<0.1%歷史
ACRSAclaris Therapeutics, Inc.COM580$789<0.1%歷史
ALRSAlerus Financial CorpCOM39$779<0.1%歷史
STRSitio Royalties Corp.CLASS A COM33$756<0.1%歷史
CASSCass Information Systems IncCOM17$753<0.1%歷史
TGTredegar CorpCOM115$728<0.1%歷史
ADAMAdamas Trust, Inc.COM117$727<0.1%歷史
PRAProassurance CorpCOM50$692<0.1%歷史
NOVNOV Inc.COM35$649<0.1%歷史
FENCFennec Pharmaceuticals Inc.COM66$610<0.1%歷史
IEPIcahn Enterprises L.P.DEPOSITARY UNIT34$584<0.1%歷史
DHTDHT Holdings, Inc.SHS NEW49$570<0.1%歷史
UFCSUnited Fire Group IncCOM25$566<0.1%歷史
Niocorp Developments Ltd654484104COM214$557<0.1%–
FETForum Energy Technologies, Inc.COM30$556<0.1%歷史
KRNYKearny Financial Corp.COM96$553<0.1%歷史
KHCKraft Heinz CoStock15$546<0.1%歷史
NATNordic American Tankers LtdCOM137$544<0.1%歷史
SFLSFL Corp Ltd.SHS40$541<0.1%歷史
SEISolaris Energy Infrastructure, Inc.COM CL A60$541<0.1%歷史
CBOECboe Global Markets, Inc.COM3$540<0.1%歷史
CUTRCutera IncCOM212$537<0.1%歷史
BILIBilibili Inc.SPONS ADS REP Z35$520<0.1%歷史
UNMUnum GroupStock10$517<0.1%歷史
NREFNexPoint Real Estate Finance, Inc.COM39$516<0.1%歷史
DGICADonegal Group IncCL A38$515<0.1%歷史
KREFKKR Real Estate Finance Trust Inc.COM53$512<0.1%歷史
AFGAmerican Financial Group IncCOM4$510<0.1%歷史
NENoble Corp plcORD SHS A11$499<0.1%歷史
NFENew Fortress Energy Inc.COM CL A18$480<0.1%歷史
RLXRLX Technology Inc.SPONSORED ADS221$460<0.1%歷史
TASTCarrols Restaurant Group, Inc.COM48$457<0.1%歷史
BYNDBeyond Meat, Inc.COM55$453<0.1%歷史
CVLYCodorus Valley Bancorp IncCOM20$450<0.1%歷史
SBLKStar Bulk Carriers Corp.SHS PAR18$447<0.1%歷史
HCIHCI Group, Inc.COM4$444<0.1%歷史
OSGOctave Specialty Group IncCOM NEW30$441<0.1%歷史
GRABGrab Holdings LtdCLASS A ORD121$428<0.1%歷史
IIIVi3 Verticals, Inc.COM CL A19$426<0.1%歷史
DOXAmdocs LtdSHS5$420<0.1%歷史
CWBCCommunity West BancsharesCOM24$418<0.1%歷史
CBLCBL & Associates Properties IncCOMMON STOCK19$413<0.1%歷史
YUMYum Brands IncStock3$404<0.1%歷史
SWAVShockwave Medical, Inc.COM1$331<0.1%歷史
CGCCanopy Growth CorpCOM NEW30$308<0.1%歷史
LABPLandos Biopharma, Inc.COM12$267<0.1%歷史
APAAPA CorpStock8$235<0.1%歷史
ZIONZions Bancorporation, National AssociationCOM4$175<0.1%歷史
SEDGSolaredge Technologies, Inc.COM1$61<0.1%歷史
FSRFisker Inc.CL A COM STK1,165$61<0.1%歷史
FCELFuelcell Energy IncCOM46$42<0.1%歷史
SIRISirius XM Holdings Inc.COM12$35<0.1%歷史
CORZCore Scientific, Inc.COM10$34<0.1%歷史