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Livermore
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Cornerstone Planning Group LLC

SEC CIK
0001822587
最新申報
2026/7/29

2025 年第 4 季持倉

持倉截至 2025/12/31，2026/2/2 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
1,709
較 2025 年第 3 季 +15
總值
$6.41 億
較 2025 年第 3 季 +$4,577 萬 (+7.7%)
申報日
2026/2/2
SEC
Cornerstone Planning Group LLC 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Invesco Exchange Traded FD T46137V233S&P 500 TOP 5020$1,186<0.1%00.0%不變–
LSCCLattice Semiconductor CorpCOM14$1,188<0.1%00.0%不變歷史
American Centy ETF Tr025072604AVANTIS EMGMKT14$1,193<0.1%+14新進–
TECKTeck Resources LtdCL B21$1,194<0.1%+21新進歷史
AALAmerican Airlines Group Inc.Stock89$1,196<0.1%−309−77.6%減碼歷史
CSWCSW Industrials, Inc.COM4$1,200<0.1%+4新進歷史
Hingham Instn SVGS Mass433323102COM4$1,203<0.1%00.0%不變–
AAMIAcadian Asset Management Inc.COM22$1,216<0.1%−188−89.5%減碼歷史
CNACna Financial CorpCOM26$1,228<0.1%−10−27.8%減碼歷史
JBHTHunt J B Transport Services IncCOM6$1,230<0.1%+2+50.0%加碼歷史
FIGFigma, Inc.Stock41$1,232<0.1%00.0%不變歷史
CONConcentra Group Holdings Parent, Inc.COMMON STOCK58$1,235<0.1%+1+1.8%加碼歷史
AAAlcoa CorpStock21$1,260<0.1%−156−88.1%減碼歷史
AMKRAmkor Technology, Inc.COM25$1,274<0.1%00.0%不變歷史
HEI.AHeico CorpCL A5$1,276<0.1%−2−28.6%減碼歷史
iShares Tr464288406MRGSTR MD CP VAL15$1,278<0.1%00.0%不變–
CHTRCharter Communications, Inc.CL A7$1,280<0.1%−2−22.2%減碼歷史
SIGSignet Jewelers LtdSHS14$1,284<0.1%+14新進歷史
BLDRBuilders FirstSource, Inc.Stock11$1,288<0.1%−27−71.1%減碼歷史
HIWHighwoods Properties, Inc.COM51$1,299<0.1%00.0%不變歷史
OMFOneMain Holdings, Inc.COM20$1,301<0.1%+18+900.0%加碼歷史
BlackRock ETF Trust09290C608ISHA WORL EX ETF23$1,323<0.1%+23新進–
DECDiversified Energy CoCOMMON STOCK102$1,325<0.1%+33+47.8%加碼歷史
EXASExact Sciences CorpCOM13$1,329<0.1%+2+18.2%加碼歷史
QQnity Electronics, Inc.COMMON STOCK13$1,332<0.1%+13新進歷史
OTEXOpen Text CorpCOM49$1,342<0.1%+35+250.0%加碼歷史
ICUIIcu Medical IncCOM9$1,344<0.1%00.0%不變歷史
HSHPHimalaya Shipping Ltd.ORD SHS132$1,346<0.1%00.0%不變歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM6$1,358<0.1%00.0%不變歷史
AORTArtivion, Inc.COM33$1,363<0.1%00.0%不變歷史
RLIRli CorpCOM24$1,369<0.1%−217−90.0%減碼歷史
CAECae IncCOM41$1,371<0.1%00.0%不變歷史
GWRSGlobal Water Resources, Inc.COM160$1,371<0.1%+160新進歷史
WFRDWeatherford International plcORD SHS15$1,372<0.1%−1,881−99.2%減碼歷史
ARAntero Resources CorpCOM40$1,378<0.1%−2−4.8%減碼歷史
TAPMolson Coors Beverage CoCL B29$1,386<0.1%−58−66.7%減碼歷史
BKSYBlackSky Technology Inc.CL A NEW50$1,387<0.1%00.0%不變歷史
LMBLimbach Holdings, Inc.COM17$1,389<0.1%00.0%不變歷史
Janus Detroit STR Tr47103U209HENDERSN SML ETF16$1,390<0.1%00.0%不變–
iShares Tr46435G326CORE MSCI INTL16$1,394<0.1%+16新進–
TDCTeradata CorpStock47$1,395<0.1%−2,710−98.3%減碼歷史
BENFranklin Templeton IncCOM54$1,396<0.1%−55−50.5%減碼歷史
LGIHLGI Homes, Inc.COM28$1,397<0.1%+28新進歷史
UTHRUnited Therapeutics CorpCOM3$1,402<0.1%−25−89.3%減碼歷史
American Centy ETF Tr025072877US SML CP VALU13$1,408<0.1%00.0%不變–
GNEGenie Energy Ltd.CL B103$1,410<0.1%+103新進歷史
BHFBrighthouse Financial, Inc.COM22$1,416<0.1%+3+15.8%加碼歷史
NATHNathans Famous, Inc.COM14$1,417<0.1%00.0%不變歷史
JLLJones Lang Lasalle IncCOM4$1,425<0.1%+2+100.0%加碼歷史
IPARInterparfums IncCOM15$1,429<0.1%−1−6.3%減碼歷史
DVNDevon Energy CorpStock36$1,434<0.1%−118−76.6%減碼歷史
LXPLXP Industrial TrustCOM30$1,447<0.1%−1−2.0%減碼依 1 比 5 拆股換算歷史
NECBNorthEast Community Bancorp, Inc.COM64$1,460<0.1%−396−86.1%減碼歷史
AHRTAH Realty Trust, Inc.COM216$1,469<0.1%−126−36.8%減碼歷史
ICLRIcon PLCCOM8$1,491<0.1%00.0%不變歷史
CFCF Industries Holdings, Inc.COM16$1,491<0.1%−2−11.1%減碼歷史
MTCHMatch Group, Inc.COM48$1,507<0.1%+4+9.1%加碼歷史
PHGKoninklijke Philips NVNY REGIS SHS NEW52$1,509<0.1%00.0%不變歷史
RPMRPM International IncCOM14$1,510<0.1%−462−97.1%減碼歷史
VanEck ETF Trust92189H300JP MRGAN EM LOC58$1,538<0.1%+48+480.0%加碼–
ARVNArvinas, Inc.COM119$1,539<0.1%00.0%不變歷史
COHRCoherent Corp.COM7$1,548<0.1%00.0%不變歷史
BROSDutch Bros Inc.CL A27$1,551<0.1%−1,673−98.4%減碼歷史
FMSFresenius Medical Care AGSPONSORED ADR70$1,553<0.1%−12−14.6%減碼歷史
LYBLyondellBasell Industries N.V.SHS - A -31$1,565<0.1%−8−20.5%減碼歷史
SLGNSilgan Holdings IncCOM37$1,568<0.1%+1+2.8%加碼歷史
SWSmurfit Westrock plcStock37$1,569<0.1%−77−67.5%減碼歷史
BIDUBaidu, Inc.ADR10$1,577<0.1%+10新進歷史
VELVelocity Financial, Inc.COM78$1,577<0.1%+44+129.4%加碼歷史
FGDLFranklin Templeton Holdings TrustRESPBLY SRCD GLD22$1,579<0.1%+22新進歷史
BOXBox IncCL A60$1,588<0.1%−32−34.8%減碼歷史
CRKComstock Resources IncCOM71$1,591<0.1%00.0%不變歷史
LVSLas Vegas Sands CorpCOM26$1,593<0.1%+1+4.0%加碼歷史
PNWPinnacle West Capital CorpCOM17$1,593<0.1%−1,115−98.5%減碼歷史
EXPDExpeditors International of Washington IncCOM10$1,601<0.1%−12−54.5%減碼歷史
ADMArcher-Daniels-Midland CoStock24$1,618<0.1%−4−14.3%減碼歷史
RMBSRambus IncCOM13$1,618<0.1%+4+44.4%加碼歷史
iShares Tr46435U853BROAD USD HIGH43$1,625<0.1%+16+59.3%加碼–
DCIDonaldson Co IncStock16$1,641<0.1%−67−80.7%減碼歷史
CTLPCantaloupe, Inc.COM154$1,656<0.1%00.0%不變歷史
REXRRexford Industrial Realty, Inc.COM43$1,664<0.1%+16+59.3%加碼歷史
FORMFormfactor IncCOM23$1,669<0.1%00.0%不變歷史
TROXTronox Holdings plcSHS257$1,678<0.1%+257新進歷史
FPIFarmland Partners Inc.COM154$1,686<0.1%00.0%不變歷史
FETForum Energy Technologies, Inc.COM39$1,700<0.1%00.0%不變歷史
TKRTimken CoCOM18$1,704<0.1%−64−78.0%減碼歷史
ONTOOnto Innovation Inc.COM8$1,710<0.1%−38−82.6%減碼歷史
ZSZscaler, Inc.Stock8$1,712<0.1%+8新進歷史
RUMRUM Group Inc.Stock289$1,722<0.1%+236+445.3%加碼歷史
AGNCAGNC Investment Corp.REIT143$1,723<0.1%−214−59.9%減碼歷史
BURLBurlington Stores, Inc.COM6$1,732<0.1%+1+20.0%加碼歷史
CCKCrown Holdings, Inc.COM17$1,772<0.1%−2−10.5%減碼歷史
PTCPTC Inc.Stock11$1,781<0.1%−96−89.7%減碼歷史
UWMCUWM Holdings CorpCOM CL A303$1,785<0.1%+288+1,920.0%加碼歷史
VMCVulcan Materials COCOM6$1,798<0.1%−62−91.2%減碼歷史
CIENCiena CorpCOM NEW7$1,801<0.1%+2+40.0%加碼歷史
RDWRedwire CorpStock136$1,807<0.1%+94+223.8%加碼歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD122$1,808<0.1%+122新進–
JAZZJazz Pharmaceuticals plcSHS USD11$1,820<0.1%00.0%不變歷史
VEONVEON Ltd.SPONSORED ADS34$1,838<0.1%−122−78.2%減碼歷史

2025 年第 3 季之後清倉（166 檔）

2025 年第 3 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 166 檔。

Cornerstone Planning Group LLC 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
Vanguard Morningstar Small-Cap Growth ETF922908595ETF17,199$128.3 萬0.2%–
VIRTVirtu Financial, Inc.CL A26,447$62.0 萬0.1%歷史
Tarena Intl Inc876108101SPONSORED ADS927$27.8 萬<0.1%–
DSGXDescartes Systems Group IncCOM7,680$27.6 萬<0.1%歷史
Global X FDS37954Y673US INFR DEV ETF3,026$14.5 萬<0.1%–
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG4,713$11.4 萬<0.1%歷史
UNMUnum GroupStock2,422$8.90 萬<0.1%歷史
SNEXStoneX Group Inc.COM254$6.47 萬<0.1%歷史
AGCOAGCO CorpCOM420$6.02 萬<0.1%歷史
Vanguard World FD921910840MEGA CAP VAL ETF201$5.82 萬<0.1%–
NVECNve CorpCOM NEW547$5.71 萬<0.1%歷史
iShares Tr464287127MORNINGSTR US EQ601$5.66 萬<0.1%–
LRNStride, Inc.COM153$5.64 萬<0.1%歷史
WisdomTree Tr97717W315EMER MKT HIGH FD1,026$5.16 萬<0.1%–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF778$4.59 萬<0.1%–
GAPGap IncCOM1,500$3.49 萬<0.1%歷史
Listed FDS Tr53656G498ROUN MA SEVE ETF228$3.33 萬<0.1%–
ULUnilever PLCSPON ADR NEW350$3.27 萬<0.1%歷史
Invesco Exchange Traded FD T46137V449S&P 100 EQL WIGH276$3.21 萬<0.1%–
ODCOil-Dri Corp of AmericaCOM221$3.04 萬<0.1%歷史
RGRSturm Ruger & Co IncStock1,436$2.33 萬<0.1%歷史
PPCPilgrims Pride CorpStock421$2.27 萬<0.1%歷史
SONSonoco Products CoCOM684$1.90 萬<0.1%歷史
WFGWest Fraser Timber Co., LtdCOM231$1.77 萬<0.1%歷史
OOMAOoma IncCOM449$1.70 萬<0.1%歷史
DUOLDuolingo, Inc.CL A COM180$1.47 萬<0.1%歷史
SITESiteOne Landscape Supply, Inc.COM174$1.38 萬<0.1%歷史
Vanguard World FD921910873MEGA CAP INDEX100$1.37 萬<0.1%–
iShares Tr46435U861CORE DIVID ETF244$1.27 萬<0.1%–
WALWestern Alliance BancorporationCOM91$1.26 萬<0.1%歷史
iShares Tr464287689RUSSELL 3000 ETF32$1.25 萬<0.1%–
Legg Mason ETF Invt52468L505FRANKLIN INTL LW320$1.14 萬<0.1%–
LUNRIntuitive Machines, Inc.CLASS A COM1,000$1.14 萬<0.1%歷史
iShares Tr464288273EAFE SML CP ETF120$9,194<0.1%–
iShares Tr464288604MRGSTR SM CP GR150$8,271<0.1%–
SPBSpectrum Brands Holdings, Inc.COM217$7,884<0.1%歷史
TTCToro CoCOM117$7,212<0.1%歷史
ELFe.l.f. Beauty, Inc.COM49$6,032<0.1%歷史
VHIValhi IncCOM415$5,898<0.1%歷史
SPDR Series Trust78468R812ST STR MSCI USAQ221$5,563<0.1%–
CAGConagra Brands Inc.Stock310$5,400<0.1%歷史
KKellanovaStock61$5,071<0.1%歷史
NENoble Corp plcORD SHS A620$4,422<0.1%歷史
CODICompass Diversified HoldingsSH BEN INT629$4,000<0.1%歷史
iShares Tr464287739U.S. REAL ES ETF41$3,894<0.1%–
Global X FDS37954Y848GLOBAL X SILVER57$3,848<0.1%–
CDWCDW CorpCOM22$3,450<0.1%歷史
PBHPrestige Consumer Healthcare Inc.COM33$3,370<0.1%歷史
FYBRFrontier Communications Parent, Inc.COM87$3,279<0.1%歷史
Flexshares Tr33939L787GLB QLT R/E IDX55$3,252<0.1%–
Subversive Congressional Democrats Trading ETF886364199ETF309$3,241<0.1%–
VMDViemed Healthcare, Inc.COM175$3,085<0.1%歷史
Tidal Trust II88636J600ROUNDHILL GENER46$3,080<0.1%–
ALEAllete IncCOM NEW45$3,070<0.1%歷史
EFOREverforth IncCOM69$3,024<0.1%歷史
IPGInterpublic Group of Companies, Inc.COM113$2,905<0.1%歷史
SFMSprouts Farmers Market, Inc.COM34$2,844<0.1%歷史
HBIHanesbrands Inc.COM400$2,656<0.1%歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF26$2,240<0.1%–
Amplify Blockchain Technology ETF032108607ETF32$2,180<0.1%–
CNHCNH Industrial N.V.SHS206$2,138<0.1%歷史
iShares Tr46429B655FLTG RATE NT ETF40$2,050<0.1%–
DHILDiamond Hill Investment Group IncCOM NEW14$1,990<0.1%歷史
WTRGEssential Utilities, Inc.COM48$1,862<0.1%歷史
ORAOrmat Technologies, Inc.COM54$1,788<0.1%歷史
IIPRInnovative Industrial Properties IncCOM35$1,754<0.1%歷史
iShares Tr46436E494BBB RATED CORP16$1,409<0.1%–
QGENQiagen N.V.COMMON STOCK14$1,344<0.1%歷史
TFXTeleflex IncCOM91$1,340<0.1%歷史
BRCCBRC Inc.COM CL A1,000$1,260<0.1%歷史
ACHCAcadia Healthcare Company, Inc.COM22$1,093<0.1%歷史
GIBCgi IncCL A12$1,045<0.1%歷史
Global X Lithium & Battery Tech ETF37954Y855ETF16$1,010<0.1%–
AMCRAmcor plcORD127$997<0.1%歷史
MANManpowerGroup Inc.COM33$995<0.1%歷史
OKLOOklo Inc.COM CL A11$967<0.1%歷史
OKEONEOK IncCOM25$922<0.1%歷史
PRGOPERRIGO Co plcSHS82$908<0.1%歷史
LCIDLucid Group, Inc.Stock50$877<0.1%歷史
SAMBoston Beer Co IncCL A4$824<0.1%歷史
Butterfly Network, Inc.124155110*W EXP 05/27/20214,000$820<0.1%–
J P Morgan Exchange Traded F46641Q134INTRNL RES EQT10$743<0.1%–
OGNOrganon & Co.Stock30$727<0.1%歷史
CNNECannae Holdings, Inc.COM38$678<0.1%歷史
OGEOGE Energy Corp.COM12$659<0.1%歷史
PVHPVH Corp.COM29$617<0.1%歷史
QXOQXO, Inc.COM NEW18$608<0.1%歷史
CCSCentury Communities, Inc.COM10$604<0.1%歷史
FBINFortune Brands Innovations, Inc.COM12$585<0.1%歷史
UGIUgi CorpStock21$566<0.1%歷史
Yieldmax MSTR Option Income Strategy ETF88634T493ETF18$556<0.1%–
KNTKKinetik Holdings Inc.COM NEW CL A15$553<0.1%歷史
WisdomTree Tr97717X669US QTLY DIV GRT4$541<0.1%–
Dimensional Ultrashort Fixed Income ETF25434V591ETF10$529<0.1%–
KROSKeros Therapeutics, Inc.COM34$511<0.1%歷史
Tidal ETF Tr886364181UNUSUAL WHALE SU11$495<0.1%–
HCKTHackett Group, Inc.COM27$487<0.1%歷史
BRTBRT Apartments Corp.COM33$484<0.1%歷史
BCOBrinks CoCOM4$447<0.1%歷史
AVTRAvantor, Inc.COM40$442<0.1%歷史