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Livermore
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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
DEIDouglas Emmett IncCOM46$550<0.1%+1+2.2%加碼歷史
INSPInspire Medical Systems, Inc.COM11$554<0.1%+11新進歷史
DMACDiaMedica Therapeutics Inc.COM NEW80$555<0.1%00.0%不變歷史
INMBInmune Bio, Inc.COM304$559<0.1%+304新進歷史
CWTCalifornia Water Service GroupCOM11$561<0.1%+11新進歷史
HHyatt Hotels CorpCOM CL A3$562<0.1%00.0%不變歷史
DFHDream Finders Homes, Inc.COM CL A37$565<0.1%+37新進歷史
RMBIRichmond Mutual Bancorporation, Inc.COM37$565<0.1%00.0%不變歷史
WMSAdvanced Drainage Systems, Inc.COM4$567<0.1%00.0%不變歷史
FSBWFS Bancorp, Inc.COM13$567<0.1%−1−7.1%減碼歷史
NBTBNBT Bancorp IncCOM11$569<0.1%00.0%不變歷史
WDWalker & Dunlop, Inc.COM12$573<0.1%00.0%不變歷史
CLFCleveland-Cliffs Inc.COM61$576<0.1%00.0%不變歷史
ECBKECB Bancorp, Inc.COM29$576<0.1%00.0%不變歷史
ProShares Tr74350P410ULTRA XRP ETF50$579<0.1%+50新進–
CNKCinemark Holdings, Inc.COM18$581<0.1%00.0%不變歷史
SSentinelOne, Inc.CL A32$583<0.1%00.0%不變歷史
SPTSprout Social, Inc.COM CL A77$586<0.1%00.0%不變歷史
ESTCElastic N.V.ORD SHS10$587<0.1%−1−9.1%減碼歷史
MTHMeritage Homes CORPCOM8$590<0.1%−1−11.1%減碼歷史
AALAmerican Airlines Group Inc.Stock40$592<0.1%00.0%不變歷史
SFMSprouts Farmers Market, Inc.COM8$592<0.1%+8新進歷史
OSKOshkosh CorpCOM4$595<0.1%−4−50.0%減碼歷史
SRBKSR Bancorp, Inc.COM31$597<0.1%00.0%不變歷史
BRTBRT Apartments Corp.COM40$598<0.1%00.0%不變歷史
ACIWAci Worldwide, Inc.Stock11$602<0.1%00.0%不變歷史
BHRBraemar Hotels & Resorts Inc.COM279$603<0.1%00.0%不變歷史
HPPHudson Pacific Properties, Inc.COM42$606<0.1%00.0%不變歷史
iShares U S ETF Tr46431W606IT RT HDG HGYL7$606<0.1%−5−41.7%減碼–
CMCCommercial Metals CoStock9$613<0.1%+9新進歷史
PIIPolaris Inc.Stock8$613<0.1%−1−11.1%減碼歷史
iShares Tr46434V860TRS FLT RT BD12$617<0.1%−1−7.7%減碼–
MUSAMurphy USA Inc.COM1$618<0.1%00.0%不變歷史
Pacer FDS Tr69374H766INDUSTRIAL RELET15$622<0.1%−7−31.8%減碼–
ZZillow Group, Inc.CL C CAP STK20$627<0.1%−8−28.6%減碼歷史
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF19$628<0.1%00.0%不變–
GFFGriffon CorpCOM7$628<0.1%00.0%不變歷史
PPTAPerpetua Resources Corp.COM34$629<0.1%+34新進歷史
KMXCarMax IncCOM11$632<0.1%−7−38.9%減碼歷史
CORTCorcept Therapeutics IncCOM7$636<0.1%+7新進歷史
TRUPTrupanion, Inc.COM26$636<0.1%+26新進歷史
MSMMSC Industrial Direct Co IncCL A5$641<0.1%00.0%不變歷史
EIGEmployers Holdings, Inc.COM13$642<0.1%00.0%不變歷史
GFSGLOBALFOUNDRIES Inc.Stock11$643<0.1%00.0%不變歷史
RRXRegal Rexnord CorpCOM3$644<0.1%00.0%不變歷史
ETSYEtsy IncCOM8$644<0.1%00.0%不變歷史
ASBAssociated Banc-CorpCOM21$645<0.1%00.0%不變歷史
SCLStepan CoCOM11$648<0.1%00.0%不變歷史
ACADAcadia Pharmaceuticals IncCOM26$649<0.1%+26新進歷史
MDWDMediWound Ltd.SHS NEW45$649<0.1%+45新進歷史
BRBSBlue Ridge Bankshares, Inc.COM192$649<0.1%00.0%不變歷史
FLGFlagstar Bank, National AssociationStock44$655<0.1%00.0%不變歷史
SPXCSPX Technologies, Inc.COM3$657<0.1%00.0%不變歷史
CURVTorrid Holdings Inc.COM276$657<0.1%+276新進歷史
CYTKCytokinetics IncCOM NEW8$658<0.1%+8新進歷史
GTLBGitlab Inc.CLASS A COM21$658<0.1%00.0%不變歷史
VGNTVersigent PLCORDINARY SHARES16$659<0.1%00.0%不變歷史
VVVValvoline IncCOM17$664<0.1%00.0%不變歷史
AESAES CorpStock45$669<0.1%+8+21.6%加碼歷史
NPOEnpro Inc.COM2$671<0.1%−1−33.3%減碼歷史
KODKEastman Kodak CoCOM NEW81$672<0.1%00.0%不變歷史
WWayfair Inc.CL A8$674<0.1%00.0%不變歷史
TNDMTandem Diabetes Care IncCOM NEW40$676<0.1%00.0%不變歷史
TFSLTFS Financial CORPCOM37$677<0.1%00.0%不變歷史
BXMTBlackstone Mortgage Trust, Inc.COM CL A41$683<0.1%+1+2.5%加碼歷史
MOSMosaic CoCOM30$683<0.1%+9+42.9%加碼歷史
STLAStellantis N.V.SHS118$684<0.1%−124−51.2%減碼歷史
STCStewart Information Services CorpCOM10$697<0.1%00.0%不變歷史
CMDBCostamare Bulkers Holdings LtdCOM SHS37$697<0.1%00.0%不變歷史
MDVModiv Industrial, Inc.COM STK CL C38$697<0.1%00.0%不變歷史
DCODucommun IncCOM4$698<0.1%00.0%不變歷史
Simplify Exchange Traded Fun82889N699MANAGED FUTURES25$698<0.1%−11−30.6%減碼–
ANIPAni Pharmaceuticals IncCOM9$698<0.1%00.0%不變歷史
BCBPBCB Bancorp IncCOM68$700<0.1%00.0%不變歷史
FERFerrovial N.V.ORD SHS11$705<0.1%00.0%不變歷史
LGVNLongeveron Inc.CL A NEW1,125$705<0.1%00.0%不變歷史
PTCTPTC Therapeutics, Inc.COM9$706<0.1%00.0%不變歷史
AMRXAmneal Pharmaceuticals, Inc.COM STK CL A40$710<0.1%00.0%不變歷史
CWSTCasella Waste Systems IncCL A8$723<0.1%+8新進歷史
SYNASYNAPTICS IncStock6$724<0.1%00.0%不變歷史
RCIRogers Communications IncCL B22$725<0.1%−4−15.4%減碼歷史
TMHCTaylor Morrison Home CorpCOM10$725<0.1%00.0%不變歷史
DSGRDistribution Solutions Group, Inc.COM21$725<0.1%00.0%不變歷史
INVAInnoviva, Inc.COM34$729<0.1%−149−81.4%減碼歷史
BCEBce IncCOM NEW34$730<0.1%+20+142.9%加碼歷史
Xtrackers International Real Estate ETF233051846ETF32$732<0.1%+32新進–
SNSharkNinja, Inc.COM SHS5$736<0.1%00.0%不變歷史
RBRKRubrik, Inc.Stock10$737<0.1%+2+25.0%加碼歷史
NEWTNewtekOne, Inc.COM NEW50$737<0.1%00.0%不變歷史
MARAMARA Holdings, Inc.COM60$745<0.1%00.0%不變歷史
MGEEMge Energy IncCOM9$747<0.1%+9新進歷史
ALGMAllegro Microsystems, Inc.COM15$748<0.1%00.0%不變歷史
TSEMTower Semiconductor LtdSHS NEW3$749<0.1%+3新進歷史
NMIHNMI Holdings, Inc.COM18$750<0.1%00.0%不變歷史
WALWestern Alliance BancorporationCOM9$751<0.1%00.0%不變歷史
EFCEllington Financial Inc.COM56$753<0.1%00.0%不變歷史
WTWisdomTree, Inc.COM38$757<0.1%00.0%不變歷史
KSSKOHLS CorpStock40$761<0.1%00.0%不變歷史
LYFTLyft, Inc.CL A COM52$762<0.1%00.0%不變歷史
TFIITFI International Inc.COM5$762<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