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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
YELPYelp IncCL A31$769<0.1%+20+181.8%加碼歷史
TGLSTecnoglass Holdings Inc.COM17$769<0.1%+17新進歷史
VNOMViper Energy, Inc.CL A17$770<0.1%+2+13.3%加碼歷史
SLGNSilgan Holdings IncCOM17$774<0.1%−68−80.0%減碼歷史
WEXWEX Inc.COM5$778<0.1%−6−54.5%減碼歷史
MGPIMGP Ingredients IncCOM43$778<0.1%+43新進歷史
CNMCore & Main, Inc.CL A18$788<0.1%−2−10.0%減碼歷史
First Tr Exchange-Traded FD33733E807NAT GAS ETF27$791<0.1%+27新進–
SBRASabra Health Care REIT, Inc.REIT37$803<0.1%+1+2.8%加碼歷史
EXLSExlService Holdings, Inc.COM30$805<0.1%−243−89.0%減碼歷史
MOG.AMoog Inc.CL A2$806<0.1%00.0%不變歷史
BXDCBlackstone Digital Infrastructure Trust Inc.COMMON STOCK40$806<0.1%+40新進歷史
CWKCushman & Wakefield Ltd.COMMON SHARES65$812<0.1%00.0%不變歷史
CNNECannae Holdings, Inc.COM55$815<0.1%00.0%不變歷史
iShares Tr46432F859CORE 1 5 YR USD17$818<0.1%−1−5.6%減碼–
ACELAccel Entertainment, Inc.COM CL A169$824<0.1%00.0%不變歷史
PRTHPriority Technology Holdings, Inc.COM128$824<0.1%00.0%不變歷史
QXOQXO, Inc.COM NEW60$831<0.1%+60新進歷史
ALSNAllison Transmission Holdings IncStock7$833<0.1%00.0%不變歷史
MCFTMasterCraft Boat Holdings, Inc.COM34$838<0.1%00.0%不變歷史
RRyder System IncCOM3$840<0.1%−1−25.0%減碼歷史
RRRichtech Robotics Inc.CL B500$840<0.1%00.0%不變歷史
AURAurora Innovation, Inc.CLASS A COM128$846<0.1%00.0%不變歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF10$847<0.1%−190−95.0%減碼–
ITICInvestors Title CoCOM3$850<0.1%00.0%不變歷史
BFAMBright Horizons Family Solutions Inc.COM12$864<0.1%+12新進歷史
Hingham Instn SVGS Mass433323102COM3$864<0.1%00.0%不變–
FIGFigma, Inc.Stock41$880<0.1%00.0%不變歷史
PCYOPure Cycle CorpCOM NEW82$881<0.1%00.0%不變歷史
DKNGDraftKings Inc.Stock39$890<0.1%00.0%不變歷史
MURMurphy Oil CorpCOM23$891<0.1%−35−60.3%減碼歷史
IMKTAIngles Markets IncCL A10$896<0.1%+10新進歷史
NWSANews CorpCL A33$904<0.1%+23+230.0%加碼歷史
VRNSVaronis Systems IncCOM20$907<0.1%00.0%不變歷史
FENCFennec Pharmaceuticals Inc.COM88$908<0.1%00.0%不變歷史
ARMKAramarkCOM16$911<0.1%−1−5.9%減碼歷史
VLGEAVillage Super Market IncCL A NEW21$913<0.1%+21新進歷史
RGTIRigetti Computing, Inc.COMMON STOCK60$914<0.1%+60新進歷史
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG44$921<0.1%00.0%不變–
GSHDGoosehead Insurance, Inc.COM CL A18$925<0.1%+18新進歷史
AVAAvista CorpCOM22$929<0.1%00.0%不變歷史
VIRVir Biotechnology, Inc.COM100$935<0.1%00.0%不變歷史
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF41$938<0.1%00.0%不變–
PENNPENN Entertainment, Inc.COM45$942<0.1%00.0%不變歷史
DIODDiodes IncCOM10$950<0.1%00.0%不變歷史
PENPenumbra IncCOM3$950<0.1%−84−96.6%減碼歷史
SPDR Series Trust78464A672ST INTER ETF34$951<0.1%00.0%不變–
BCRXBiocryst Pharmaceuticals IncCOM100$951<0.1%00.0%不變歷史
CHCTCommunity Healthcare Trust IncCOM52$953<0.1%00.0%不變歷史
MNDYmonday.com Ltd.SHS13$961<0.1%+13新進歷史
HUNHuntsman CORPCOM73$965<0.1%00.0%不變歷史
WEYSWeyco Group IncCOM25$967<0.1%00.0%不變歷史
MRTNMarten Transport LtdCOM56$970<0.1%00.0%不變歷史
GXOGXO Logistics, Inc.Stock18$972<0.1%00.0%不變歷史
CTOCTO Realty Growth, Inc.COM44$975<0.1%00.0%不變歷史
SPDR Series Trust78464A714ST STR SP RETAIL11$976<0.1%+11新進–
REPLReplimune Group, Inc.COM91$978<0.1%+91新進歷史
INVXInnovex International, Inc.COM36$979<0.1%00.0%不變歷史
ARVNArvinas, Inc.COM119$983<0.1%00.0%不變歷史
BLDRBuilders FirstSource, Inc.Stock14$994<0.1%+10+250.0%加碼歷史
ACLSAxcelis Technologies IncStock7$994<0.1%00.0%不變歷史
CRKComstock Resources IncCOM71$995<0.1%00.0%不變歷史
WENWendy's CoStock135$997<0.1%+1+0.7%加碼歷史
ALRSAlerus Financial CorpCOM31$997<0.1%00.0%不變歷史
Global X FDS37954Y236DATA CTR DIG ETF35$998<0.1%00.0%不變–
CLDTChatham Lodging TrustCOM74$998<0.1%+1+1.4%加碼歷史
ONITOnity Group Inc.COM NEW25$999<0.1%00.0%不變歷史
WASHWashington Trust Bancorp IncCOM26$999<0.1%00.0%不變歷史
NJRNew Jersey Resources CorpStock17$1,001<0.1%00.0%不變歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF10$1,009<0.1%00.0%不變–
BWFGBankwell Financial Group, Inc.COM17$1,012<0.1%00.0%不變歷史
NWENorthWestern Energy Group, Inc.COM NEW14$1,015<0.1%00.0%不變歷史
XRNChiron Real Estate Inc.COM NEW27$1,015<0.1%−1−3.6%減碼歷史
PTCPTC Inc.Stock9$1,018<0.1%−12−57.1%減碼歷史
iShares U S ETF Tr46431W705INT RT HDG C B11$1,018<0.1%+11新進–
AVTRAvantor, Inc.COM93$1,018<0.1%+29+45.3%加碼歷史
HSICHenry Schein IncCOM12$1,018<0.1%+12新進歷史
HMNHorace Mann Educators CorpCOM20$1,027<0.1%00.0%不變歷史
FHNFirst Horizon CorpCOM40$1,029<0.1%+8+25.0%加碼歷史
AHRAmerican Healthcare REIT, Inc.COM SHS18$1,035<0.1%−3−14.3%減碼歷史
ATRCAtriCure, Inc.COM31$1,039<0.1%00.0%不變歷史
ORIOld Republic International CorpCOM25$1,040<0.1%00.0%不變歷史
PPLIPeople IncCOM NEW24$1,043<0.1%00.0%不變歷史
MANHManhattan Associates IncStock7$1,044<0.1%−1−12.5%減碼歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS54$1,044<0.1%−14−20.6%減碼歷史
BLKBBlackbaud IncCOM34$1,051<0.1%+34新進歷史
AFRIForafric Global PLCORDINARY SHARES101$1,070<0.1%00.0%不變歷史
BIDUBaidu, Inc.ADR10$1,075<0.1%00.0%不變歷史
MGAMagna International IncCOM16$1,081<0.1%00.0%不變歷史
IMXIInternational Money Express, Inc.COM83$1,097<0.1%+57+219.2%加碼歷史
IOTSamsara Inc.Stock33$1,100<0.1%−22−40.0%減碼歷史
COLDAmericold Realty TrustCOM72$1,102<0.1%−113−61.1%減碼歷史
FCPTFour Corners Property Trust, Inc.COM42$1,102<0.1%00.0%不變歷史
NSANational Storage Affiliates TrustCOM SHS BEN IN28$1,104<0.1%00.0%不變歷史
HTHHilltop Holdings Inc.COM29$1,106<0.1%00.0%不變歷史
AAAlcoa CorpStock24$1,108<0.1%−24−50.0%減碼歷史
ENVAEnova International, Inc.COM5$1,112<0.1%00.0%不變歷史
JXNJackson Financial Inc.COM CL A9$1,114<0.1%−5−35.7%減碼歷史
BKSYBlackSky Technology Inc.CL A NEW50$1,125<0.1%00.0%不變歷史
CRCCalifornia Resources CorpCOM STOCK21$1,131<0.1%+21新進歷史

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