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Cornerstone Planning Group LLC

SEC CIK
0001822587
最新申報
2026/7/29

2026 年第 2 季持倉

持倉截至 2026/6/30，2026/7/29 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
1,867
較 2026 年第 1 季 +49
總值
$7.94 億
較 2026 年第 1 季 +$4,487 萬 (+6.0%)
申報日
2026/7/29
SEC
Cornerstone Planning Group LLC 在 2026 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
HOSTHost Digital Inc.CL A4$1<0.1%00.0%不變歷史
SINTSintx Technologies, Inc.COM NEW1$2<0.1%00.0%不變歷史
BRTXBioRestorative Therapies, Inc.COMMON STOCK11$3<0.1%00.0%不變歷史
TLRYTilray Brands, Inc.COM1$4<0.1%00.0%不變歷史
SCLXScilex Holding CoCOM NEW1$7<0.1%00.0%不變歷史
NXDTNexpoint Diversified Real Estate TrustCOM NEW2$11<0.1%00.0%不變歷史
NLOPNet Lease Office PropertiesCOM1$12<0.1%−45−97.8%減碼歷史
CATXPerspective Therapeutics, Inc.COM NEW4$12<0.1%+4新進歷史
LUMNLumen Technologies, Inc.Stock4$27<0.1%00.0%不變歷史
CANCanaan Inc.SPONSORED ADS100$27<0.1%00.0%不變歷史
ASRVAmeriserv Financial IncCOM8$32<0.1%−1,014−99.2%減碼歷史
SHOEShoe Station Group IncCOM2$33<0.1%−593−99.7%減碼歷史
MATVMativ Holdings, Inc.COM5$39<0.1%00.0%不變歷史
OIIOceaneering International IncStock1$45<0.1%00.0%不變歷史
PCVXVaxcyte, Inc.COM1$56<0.1%00.0%不變歷史
DOCSDoximity, Inc.CL A3$61<0.1%−29−90.6%減碼歷史
CHPTChargePoint Holdings, Inc.Stock11$64<0.1%00.0%不變歷史
TEXTerex CorpStock1$67<0.1%00.0%不變歷史
REZIResideo Technologies, Inc.Stock2$68<0.1%00.0%不變歷史
OGNOrganon & Co.Stock5$68<0.1%00.0%不變歷史
ALMAlmonty Industries Inc.COM NEW5$71<0.1%+5新進歷史
URBNUrban Outfitters IncCOM1$74<0.1%00.0%不變歷史
ZIMZIM Integrated Shipping Services Ltd.SHS3$75<0.1%00.0%不變歷史
CNXCConcentrix CorpStock3$76<0.1%−316−99.1%減碼歷史
FPSForgent Power Solutions, Inc.COM SHS CL A2$78<0.1%+2新進歷史
ENPHEnphase Energy, Inc.Stock2$79<0.1%00.0%不變歷史
SPCEVirgin Galactic Holdings, IncStock31$83<0.1%00.0%不變歷史
JBLUJetBlue Airways CorpCOM16$83<0.1%00.0%不變歷史
DXCDXC Technology CoStock9$85<0.1%00.0%不變歷史
SYMSymbotic Inc.Stock2$85<0.1%00.0%不變歷史
GMEGameStop Corp.Stock4$86<0.1%00.0%不變歷史
PLPlanet Labs PBCCOM CL A4$90<0.1%+4新進歷史
BBBLACKBERRY LtdCOM10$90<0.1%00.0%不變歷史
DJTTrump Media & Technology Group Corp.Stock10$92<0.1%00.0%不變歷史
VCVisteon CorpCOM NEW1$103<0.1%00.0%不變歷史
State Street SPDR S&P Homebuilders ETF78464A888ETF1$107<0.1%00.0%不變–
AAOIApplied Optoelectronics, Inc.COM1$111<0.1%+1新進歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF1$113<0.1%−343−99.7%減碼–
SLIStandard Lithium Ltd.COM50$115<0.1%+50新進歷史
KRCKilroy Realty CorpCOM3$116<0.1%00.0%不變歷史
WULFTerawulf Inc.COM6$117<0.1%+6新進歷史
PTONPeloton Interactive, Inc.CL A COM20$125<0.1%00.0%不變歷史
FUBOFuboTV Inc.COM NEW CL A14$126<0.1%00.0%不變歷史
VIAVViavi Solutions Inc.COM3$127<0.1%+3新進歷史
AMTMAmentum Holdings, Inc.COM6$129<0.1%00.0%不變歷史
CCChemours CoStock7$130<0.1%−1−12.5%減碼歷史
VGVenture Global, Inc.COM CL A9$134<0.1%−1−10.0%減碼歷史
DOCNDigitalOcean Holdings, Inc.COM1$143<0.1%+1新進歷史
JBGSJBG Smith PropertiesCOM10$144<0.1%00.0%不變歷史
TTMITTM Technologies IncCOM1$145<0.1%+1新進歷史
SCYXScynexis IncCOM37$146<0.1%+37新進歷史
LKFNLakeland Financial CorpCOM2$151<0.1%−252−99.2%減碼歷史
WKWorkiva IncCOM CL A3$156<0.1%+3新進歷史
NEXTNextDecade CorpCOM21$160<0.1%+21新進歷史
PJTPJT Partners Inc.COM CL A1$164<0.1%00.0%不變歷史
IRENIREN LtdORDINARY SHARES4$165<0.1%+4新進歷史
PBProsperity Bancshares IncCOM2$173<0.1%+2新進歷史
INSWInternational Seaways, Inc.COM2$178<0.1%00.0%不變歷史
AOSSmith A O CorpCOM3$178<0.1%+3新進歷史
CARTMaplebear Inc.COM4$179<0.1%+4新進歷史
WYNNWynn Resorts LtdCOM2$189<0.1%+2新進歷史
KTOSKratos Defense & Security Solutions, Inc.COM NEW4$192<0.1%−3−42.9%減碼歷史
ENSEnerSysCOM1$201<0.1%00.0%不變歷史
DXYZDestiny Tech100 Inc.CEF8$202<0.1%−278−97.2%減碼歷史
SSBSouthState Bank CorpCOM2$204<0.1%+2新進歷史
HUBSHubSpot IncCOM1$205<0.1%−10−90.9%減碼歷史
NXTNextpower Inc.Stock2$210<0.1%00.0%不變歷史
WIMIWiMi Hologram Cloud Inc.COM175$212<0.1%00.0%不變歷史
GNRCGenerac Holdings Inc.Stock1$213<0.1%+1新進歷史
TALOTalos Energy Inc.COM14$214<0.1%+14新進歷史
PAGPenske Automotive Group, Inc.COM1$215<0.1%+1新進歷史
UMHUmh Properties, Inc.COM14$216<0.1%−519−97.4%減碼歷史
PLUGPlug Power IncStock100$223<0.1%00.0%不變歷史
MKTXMarketaxess Holdings IncCOM2$228<0.1%−1−33.3%減碼歷史
RDNRadian Group IncCOM6$229<0.1%+6新進歷史
FBTCFidelity Wise Origin Bitcoin FundSHS4$230<0.1%+4新進歷史
SJMJ M SMUCKER CoStock2$236<0.1%00.0%不變歷史
BGCBGC Group, Inc.CL A21$242<0.1%00.0%不變歷史
ACXPAcurx Pharmaceuticals, Inc.Common Stock167$245<0.1%00.0%不變歷史
JANJanus Living, Inc.CL A-18$246<0.1%+8新進歷史
WGOWinnebago Industries IncCOM8$249<0.1%00.0%不變歷史
FRTFederal Realty Investment TrustSH BEN INT NEW2$250<0.1%+2新進歷史
CARSCars.com Inc.COM22$257<0.1%00.0%不變歷史
IONSIonis Pharmaceuticals IncCOM5$270<0.1%−5−50.0%減碼歷史
FRSHFreshworks Inc.Stock27$272<0.1%00.0%不變歷史
ECGEverus Construction Group, Inc.Stock2$274<0.1%00.0%不變歷史
QNSTQuinstreet, IncCOM18$281<0.1%00.0%不變歷史
Schwab Strategic Tr8085246985 10YR CORP BD13$296<0.1%−1−7.1%減碼–
TXRHTexas Roadhouse, Inc.COM2$299<0.1%00.0%不變歷史
TRMBTrimble Inc.COM6$301<0.1%−79−92.9%減碼歷史
REXRRexford Industrial Realty, Inc.COM8$305<0.1%−36−81.8%減碼歷史
ALKAlaska Air Group, Inc.COM7$311<0.1%00.0%不變歷史
FRHCFreedom Holding Corp.COM2$316<0.1%00.0%不變歷史
WSEWise Group plcORD SHS CLASS A26$321<0.1%+26新進歷史
UVVUniversal CorpCOM6$323<0.1%00.0%不變歷史
APPFAppfolio IncCOM CL A2$324<0.1%00.0%不變歷史
EVEREverQuote, Inc.COM CL A13$324<0.1%00.0%不變歷史
ESNTEssent Group Ltd.COM5$325<0.1%+5新進歷史
INFYInfosys LtdSPONSORED ADR30$328<0.1%00.0%不變歷史
NMRKNewmark Group, Inc.CL A22$337<0.1%00.0%不變歷史

2026 年第 1 季之後清倉（103 檔）

2026 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 103 檔。

Cornerstone Planning Group LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
XOMExxonMobil Holdings CorpCOM4,572$70.8 萬0.1%歷史
TRIThomson Reuters CorpCOM NO PAR1,188$11.3 萬<0.1%歷史
HONHoneywell International IncCOM256$5.35 萬<0.1%歷史
DBX ETF Tr233051150XTRACKERS MSCI557$3.72 萬<0.1%–
NFBKNorthfield Bancorp, Inc.COM2,618$3.71 萬<0.1%歷史
iShares Inc464286426MSCI EM ASIA ETF227$2.55 萬<0.1%–
OLLIOllie's Bargain Outlet Holdings, Inc.Stock273$2.23 萬<0.1%歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF77$2.20 萬<0.1%–
Fidelity MSCI Information Technology Index ETF316092808ETF83$2.12 萬<0.1%–
Cohen & Steers ETF Trust19249U104REAL EST ACT ETF695$1.98 萬<0.1%–
iShares Tr46435U663ESG AWARE MSCI306$1.60 萬<0.1%–
PIMCO ETF Tr72201R2051-5 US TIP IDX251$1.35 萬<0.1%–
CTRACoterra Energy Inc.Stock273$9,695<0.1%歷史
JHGJanus Henderson Group Ltd.ORD SHS154$7,947<0.1%歷史
SILASila Realty Trust, Inc.COMMON STOCK250$7,608<0.1%歷史
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE100$7,598<0.1%–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL94$6,927<0.1%–
Invesco Exch Traded FD Tr II46138G805TAXABLE MUN BD249$6,666<0.1%–
USLMUnited States Lime & Minerals IncCOM56$5,856<0.1%歷史
Nushares ETF Tr67092P508NUVEEN ESG MIDVL107$4,456<0.1%–
iShares Tr46432F388MSCI USA VALUE26$4,375<0.1%–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT20$3,899<0.1%–
VanEck ETF Trust92189F106GOLD MINERS ETF44$3,776<0.1%–
CSGSCSG Systems International IncCOM46$3,697<0.1%歷史
iShares Future AI & Tech ETF46435U556ETF56$3,652<0.1%–
UDMYUdemy, Inc.COM745$3,532<0.1%歷史
BlackRock ETF Trust II092528207ISHAR INTER ETF146$3,500<0.1%–
Legg Mason ETF Invt52468L505FRANKLIN INTL LW70$2,856<0.1%–
DLBDolby Laboratories, Inc.COM CL A48$2,834<0.1%歷史
iShares Russell 2000 ETF464287655ETF8$2,261<0.1%–
Invesco Exch TRD SLF Idx FD46138J452INVSCO 28 HYCORP98$2,128<0.1%–
Invesco Exch TRD SLF Idx FD46138J635INVSCO BLSH 2691$2,105<0.1%–
VELVelocity Financial, Inc.COM106$2,049<0.1%歷史
SKYWSkywest IncCOM24$1,998<0.1%歷史
CTLPCantaloupe, Inc.COM154$1,725<0.1%歷史
CZRCaesars Entertainment, Inc.COM58$1,630<0.1%歷史
TPHTri Pointe Homes, Inc.COM31$1,452<0.1%歷史
PRIMPrimoris Services CorpStock7$1,421<0.1%歷史
PKSTPeakstone Realty TrustCommon Stock63$1,323<0.1%歷史
TRTootsie Roll Industries IncCOM31$1,310<0.1%歷史
BLDQXO Insulation, LLCStock3$1,287<0.1%歷史
CLPRClipper Realty Inc.COM372$1,191<0.1%歷史
AORTArtivion, Inc.COM33$1,186<0.1%歷史
BGSB&G Foods, Inc.COM215$1,177<0.1%歷史
KTKT CorpSPONSORED ADR54$1,158<0.1%歷史
CNACna Financial CorpCOM26$1,158<0.1%歷史
SIGSignet Jewelers LtdSHS14$1,148<0.1%歷史
J P Morgan Exchange Traded F46641Q167ACTIVE VALUE ETF15$1,141<0.1%–
PRAProassurance CorpCOM46$1,135<0.1%歷史
CSWCSW Industrials, Inc.COM4$1,098<0.1%歷史
WTRGEssential Utilities, Inc.COM29$1,088<0.1%歷史
STNEStoneCo Ltd.COM93$1,031<0.1%歷史
ProShares Tr74349Y498ULTRA XRP ETF251$986<0.1%–
ZGZillow Group, Inc.CL A22$966<0.1%歷史
SEMSelect Medical Holdings CorpCOM58$953<0.1%歷史
QTWOQ2 Holdings, Inc.COM16$838<0.1%歷史
SEERSeer, Inc.COM CL A447$832<0.1%歷史
TWTradeweb Markets Inc.Stock7$772<0.1%歷史
PCORProcore Technologies, Inc.COM14$766<0.1%歷史
FCNFti Consulting, IncCOM4$668<0.1%歷史
EPAMEPAM Systems, Inc.COM6$658<0.1%歷史
DGICADonegal Group IncCL A36$596<0.1%歷史
BMRNBiomarin Pharmaceutical IncCOM11$586<0.1%歷史
JRVRJames River Group Holdings, Inc.COM SHS123$577<0.1%歷史
GVAGranite Construction IncCOM4$567<0.1%歷史
PIPRPiper Sandler CompaniesCOM NEW7$563<0.1%歷史
EXPOExponent IncCOM9$533<0.1%歷史
VFCV F CorpStock29$532<0.1%歷史
GICGlobal Industrial CoCOM16$526<0.1%歷史
TREXTrex Co IncCOM13$489<0.1%歷史
JBSSSanfilippo John B & Son IncCOM6$482<0.1%歷史
WAYWaystar Holding Corp.COM23$475<0.1%歷史
KRTKarat Packaging Inc.COM16$470<0.1%歷史
CSRCenterspaceCOM7$459<0.1%歷史
MGRCMcGrath RentcorpCOM4$453<0.1%歷史
RVSBRiverview Bancorp IncCOM87$452<0.1%歷史
FOURShift4 Payments, Inc.CL A11$451<0.1%歷史
SLVMSylvamo CorpCOMMON STOCK11$449<0.1%歷史
GTESGates Industrial Corp Ltd.ORD SHS18$443<0.1%歷史
JJSFJ&J Snack Foods CorpCOM6$431<0.1%歷史
SCIService Corp InternationalCOM6$401<0.1%歷史
SFBCSound Financial Bancorp, Inc.COM9$379<0.1%歷史
BF.ABrown Forman CorpCL A14$376<0.1%歷史
MASIMasimo CorpCOM2$358<0.1%歷史
ICLICL Group Ltd.SHS62$347<0.1%歷史
BF.BBrown Forman CorpStock14$345<0.1%歷史
CARGCarGurus, Inc.COM CL A9$340<0.1%歷史
AVNWAviat Networks, Inc.COM NEW20$302<0.1%歷史
NVSTEnvista Holdings CorpCOM11$289<0.1%歷史
Scynexis Inc Com811292101Stock300$283<0.1%–
BBIOBridgeBio Pharma, Inc.COM4$276<0.1%歷史
RWAYRunway Growth Finance Corp.COM35$239<0.1%歷史
WIXWix.com Ltd.SHS3$232<0.1%歷史
ZDZiff Davis, Inc.COM5$230<0.1%歷史
MDLNMedline Inc.COM CL A5$227<0.1%歷史
TRIPTripAdvisor, Inc.COM20$226<0.1%歷史
CWANClearwater Analytics Holdings, Inc.CL A9$218<0.1%歷史
GTLSChart Industries IncCOM1$208<0.1%歷史
CELHCelsius Holdings, Inc.COM NEW6$202<0.1%歷史
ANGIAngi Inc.CL A NEW27$201<0.1%歷史