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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
GLNGGolar LNG LtdSHS23$1,144<0.1%00.0%不變歷史
VECOVeeco Instruments IncCOM21$1,147<0.1%00.0%不變歷史
SDSandridge Energy IncCOM NEW82$1,148<0.1%+57+228.0%加碼歷史
DVADavita Inc.COM5$1,160<0.1%00.0%不變歷史
GLOBGlobant S.A.COM38$1,165<0.1%−2−5.0%減碼歷史
RIOTRiot Platforms, Inc.COM50$1,169<0.1%00.0%不變歷史
ASANAsana, Inc.CL A170$1,170<0.1%00.0%不變歷史
CBTCabot CorpCOM13$1,176<0.1%−1−7.1%減碼歷史
GRABGrab Holdings LtdCLASS A ORD352$1,179<0.1%00.0%不變歷史
CRVLCorvel CorpCOM20$1,180<0.1%+20新進歷史
GOGrocery Outlet Holding Corp.COM126$1,181<0.1%+126新進歷史
SNEXStoneX Group Inc.COM16$1,184<0.1%+5+45.5%加碼歷史
FPIFarmland Partners Inc.COM123$1,190<0.1%−32−20.6%減碼歷史
TAPMolson Coors Beverage CoCL B29$1,193<0.1%+17+141.7%加碼歷史
SMSM Energy CoCOM36$1,195<0.1%+36新進歷史
BHFBrighthouse Financial, Inc.COM19$1,199<0.1%00.0%不變歷史
CAICaris Life Sciences, Inc.COM78$1,200<0.1%00.0%不變歷史
FFIVF5, Inc.Stock3$1,202<0.1%00.0%不變歷史
CDECoeur Mining, Inc.COM NEW76$1,204<0.1%−10−11.6%減碼歷史
PSKYParamount Skydance CorpCOM CL B137$1,206<0.1%−41−23.0%減碼歷史
EPSNEpsilon Energy Ltd.COM214$1,211<0.1%+146+214.7%加碼歷史
TPGTPG Inc.COM CL A29$1,212<0.1%00.0%不變歷史
IXOrix CorpSPONSORED ADR30$1,216<0.1%00.0%不變歷史
RDWRedwire CorpStock136$1,223<0.1%00.0%不變歷史
RPDRapid7, Inc.COM124$1,229<0.1%+61+96.8%加碼歷史
FDSFactset Research Systems IncStock5$1,232<0.1%+1+25.0%加碼歷史
PKPark Hotels & Resorts Inc.COM83$1,250<0.1%00.0%不變歷史
QRVOQorvo, Inc.Stock14$1,253<0.1%00.0%不變歷史
BOWBowhead Specialty Holdings Inc.COM SHS43$1,257<0.1%+16+59.3%加碼歷史
GPKGraphic Packaging Holding CoCOM114$1,263<0.1%+56+96.6%加碼歷史
TNETTrinet Group, Inc.COM21$1,265<0.1%+21新進歷史
LMBLimbach Holdings, Inc.COM17$1,282<0.1%00.0%不變歷史
PSOPearson PLCSPONSORED ADR80$1,287<0.1%+27+50.9%加碼歷史
CDWCDW CorpCOM10$1,298<0.1%−7−41.2%減碼歷史
UHTUniversal Health Realty Income TrustSH BEN INT30$1,299<0.1%00.0%不變歷史
NLYAnnaly Capital Management IncREIT58$1,300<0.1%+15+34.9%加碼歷史
HRBH&R Block IncCOM33$1,305<0.1%+23+230.0%加碼歷史
WFRDWeatherford International plcORD SHS15$1,307<0.1%00.0%不變歷史
SLGSL Green Realty CorpCOM26$1,311<0.1%−1−3.7%減碼歷史
GIBCgi IncCL A20$1,313<0.1%+9+81.8%加碼歷史
MDXGMimedx Group, Inc.COM315$1,314<0.1%+315新進歷史
FOXFox CorpCL B COM26$1,316<0.1%+6+30.0%加碼歷史
ONBOld National BancorpStock50$1,320<0.1%+11+28.2%加碼歷史
TDCTeradata CorpStock47$1,320<0.1%00.0%不變歷史
UEUrban Edge PropertiesCOM57$1,320<0.1%00.0%不變歷史
DRSLeonardo DRS, Inc.Stock29$1,331<0.1%+16+123.1%加碼歷史
PINEAlpine Income Property Trust, Inc.COM64$1,336<0.1%00.0%不變歷史
USACUSA Compression Partners, LPCOMUNIT LTDPAR50$1,344<0.1%00.0%不變歷史
CBSHCommerce Bancshares IncStock23$1,350<0.1%+23新進歷史
NAVINavient CorpCOM157$1,352<0.1%+1+0.6%加碼歷史
NODKNI Holdings, Inc.COM85$1,352<0.1%00.0%不變歷史
CMCLCaledonia Mining Corp PlcSHS NEW73$1,359<0.1%00.0%不變歷史
LKQLKQ CorpCOM54$1,363<0.1%−128−70.3%減碼歷史
NATHNathans Famous, Inc.COM14$1,364<0.1%00.0%不變歷史
PHGKoninklijke Philips NVNY REGIS SHS NEW52$1,366<0.1%−12−18.8%減碼歷史
AITApplied Industrial Technologies IncCOM4$1,366<0.1%00.0%不變歷史
GNWGenworth Financial IncCOM SHS137$1,370<0.1%00.0%不變歷史
UHAL.BU-Haul Holding CoCOM SER N22$1,381<0.1%00.0%不變歷史
BBYBest Buy Co IncStock16$1,394<0.1%+12+300.0%加碼歷史
TTEKTetra Tech IncCOM45$1,399<0.1%−11−19.6%減碼歷史
TMETencent Music Entertainment GroupSPON ADS160$1,405<0.1%00.0%不變歷史
iShares Tr464288406MRGSTR MD CP VAL15$1,414<0.1%00.0%不變–
ICUIIcu Medical IncCOM9$1,417<0.1%00.0%不變歷史
iShares Tr464288372GLB INFRASTR ETF21$1,417<0.1%−41−66.1%減碼–
ARCBArcbest CorpCOM9$1,434<0.1%00.0%不變歷史
DBXDropbox, Inc.CL A50$1,435<0.1%00.0%不變歷史
SNNSmith & Nephew PLCSPDN ADR NEW48$1,437<0.1%−1−2.0%減碼歷史
DCIDonaldson Co IncStock16$1,474<0.1%−1−5.9%減碼歷史
SMPLSimply Good Foods CoCOM140$1,474<0.1%+140新進歷史
ZIONZions Bancorporation, National AssociationCOM21$1,481<0.1%−1−4.5%減碼歷史
COHUCohu IncCOM27$1,485<0.1%00.0%不變歷史
KDKyndryl Holdings, Inc.Stock128$1,491<0.1%−39−23.4%減碼歷史
OWLBlue Owl Capital Inc.COM CL A163$1,496<0.1%−15−8.4%減碼歷史
ARAntero Resources CorpCOM43$1,517<0.1%+43新進歷史
UTMDUtah Medical Products IncCOM22$1,522<0.1%+11+100.0%加碼歷史
CUZCousins Properties IncCOM NEW49$1,523<0.1%00.0%不變歷史
CLHClean Harbors IncCOM5$1,531<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V233S&P 500 TOP 5025$1,532<0.1%00.0%不變–
Janus Detroit STR Tr47103U209HENDERSN SML ETF16$1,535<0.1%00.0%不變–
SPDR Index Shs FDS78463X855S&P GBLINF ETF20$1,538<0.1%−10−33.3%減碼–
CNHCNH Industrial N.V.SHS144$1,541<0.1%+38+35.8%加碼歷史
TIGRUP Fintech Holding LtdSPONSORED ADS309$1,551<0.1%00.0%不變歷史
MOHMolina Healthcare, Inc.COM7$1,552<0.1%+3+75.0%加碼歷史
PNFPPinnacle Financial Partners, Inc.COM16$1,558<0.1%+5+45.5%加碼歷史
HPHelmerich & Payne, Inc.COM44$1,559<0.1%−43−49.4%減碼歷史
THCTenet Healthcare CorpCOM NEW8$1,563<0.1%−3−27.3%減碼歷史
KMPRKEMPER CorpCOM57$1,565<0.1%+57新進歷史
LCIILci IndustriesCOM15$1,567<0.1%00.0%不變歷史
MTNVail Resorts IncCOM11$1,594<0.1%00.0%不變歷史
MAAMid America Apartment Communities Inc.COM12$1,602<0.1%−1−7.7%減碼歷史
CBZCBIZ, Inc.COM40$1,614<0.1%+28+233.3%加碼歷史
VanEck ETF Trust92189F411BDC INCOME ETF130$1,620<0.1%−37−22.2%減碼–
PLNTPlanet Fitness, Inc.CL A30$1,622<0.1%+30新進歷史
Putnam ETF Trust746729508BDC INCOME ETF62$1,637<0.1%−19−23.5%減碼–
TECHBIO-TECHNE CorpCOM23$1,651<0.1%−64−73.6%減碼歷史
GRFSGrifols SASP ADR REP B NVT211$1,663<0.1%+211新進歷史
AMKRAmkor Technology, Inc.COM25$1,674<0.1%00.0%不變歷史
MMSIMerit Medical Systems IncCOM23$1,682<0.1%+23新進歷史
CVLTCommvault Systems IncCOM12$1,683<0.1%00.0%不變歷史
AMCAMC Entertainment Holdings, Inc.CL A NEW748$1,683<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