Cornerstone Advisors, LLC
ASHEVILLE NC · SEC CIK 0001775446
$27.18亿2026Q1 申报市值
99持仓数
42.5%前十大占比 · 第一大 7.3%
9 / 62新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
KBWB 加仓+$2,410.00万
WELL 新建仓+$2,374.16万
XLE 加仓+$2,122.60万
CME 重新持有+$1,956.34万
JNJ 加仓+$1,904.31万
2026Q1 卖出最多 按季末市值估算
CSQ 清仓-$3,288.71万
C 清仓-$2,338.47万
GOOG 减仓-$2,059.02万
ETG 清仓-$1,986.39万
LOW 清仓-$1,917.22万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VMC | VULCAN MATLS CO | $1,213.53万 | 0.45% | 44,566 | 14,915 | 50.3% | $406.14万 | 加仓 |
| DG | DOLLAR GEN CORP | $1,214.71万 | 0.45% | 102,309 | 102,309 | — | $1,214.71万 | 新建仓 |
| IDXX | IDEXX LABS INC | $1,280.38万 | 0.47% | 22,787 | 8,617 | 60.8% | $484.18万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,291.44万 | 0.48% | 26,950 | -14,751 | -35.4% | -$706.87万 | 减仓 |
| RACE | FERRARI N V | $1,293.76万 | 0.48% | 38,226 | 30,921 | 423.3% | $1,046.52万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,297.02万 | 0.48% | 33,222 | -2,364 | -6.6% | -$92.29万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,301.85万 | 0.48% | 11,907 | -2,785 | -19.0% | -$304.50万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1,329.58万 | 0.49% | 41,478 | 32,578 | 366.0% | $1,044.29万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,336.78万 | 0.49% | 65,712 | 53,032 | 418.2% | $1,078.83万 | 加仓 |
| NOW | SERVICENOW INC | $1,345.34万 | 0.49% | 128,679 | 7,859 | 6.5% | $82.17万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1,354.97万 | 0.50% | 202,024 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,375.50万 | 0.51% | 27,984 | -29,116 | -51.0% | -$1,431.14万 | 减仓 |
| ORCL | ORACLE CORP | $1,381.41万 | 0.51% | 93,903 | -39,197 | -29.4% | -$576.63万 | 减仓 |
| INTU | INTUIT | $1,417.34万 | 0.52% | 32,780 | 9,508 | 40.9% | $411.11万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $1,439.44万 | 0.53% | 91,081 | 28,123 | 44.7% | $444.46万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,478.87万 | 0.54% | 43,760 | -5,612 | -11.4% | -$189.66万 | 减仓 |
| DASH | DOORDASH INC | $1,486.03万 | 0.55% | 98,970 | 10,170 | 11.5% | $152.70万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1,495.14万 | 0.55% | 69,034 | 46,770 | 210.1% | $1,012.94万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,503.84万 | 0.55% | 239,655 | 136,419 | 132.1% | $856.03万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,515.72万 | 0.56% | 3,600 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $1,594.34万 | 0.59% | 59,933 | 41,422 | 223.8% | $1,101.91万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $1,709.48万 | 0.63% | 64,071 | 35,370 | 123.2% | $943.71万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $1,721.38万 | 0.63% | 105,970 | 90,141 | 569.5% | $1,464.25万 | 加仓 |
| PLD | PROLOGIS INC. | $1,728.61万 | 0.64% | 130,777 | -9,823 | -7.0% | -$129.84万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1,740.27万 | 0.64% | 141,739 | -14,726 | -9.4% | -$180.81万 | 减仓 |
| ETN | EATON CORP PLC | $1,776.15万 | 0.65% | 49,659 | 8,859 | 21.7% | $316.86万 | 加仓 |
| KLAC | KLA CORP | $1,813.13万 | 0.67% | 12,314 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,822.17万 | 0.67% | 59,924 | 8,854 | 17.3% | $269.23万 | 加仓 |
| APH | AMPHENOL CORP | $1,843.26万 | 0.68% | 145,885 | 128,685 | 748.2% | $1,625.93万 | 重新持有 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,863.38万 | 0.69% | 201,861 | 120,261 | 147.4% | $1,110.13万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,864.27万 | 0.69% | 43,830 | 5,930 | 15.6% | $252.23万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,866.68万 | 0.69% | 257,615 | 69,045 | 36.6% | $500.30万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,872.22万 | 0.69% | 40,613 | 13,813 | 51.5% | $636.77万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $1,877.84万 | 0.69% | 104,203 | 20,953 | 25.2% | $377.59万 | 加仓 |
| MCK | MCKESSON CORP | $1,882.24万 | 0.69% | 21,751 | -1,325 | -5.7% | -$114.66万 | 减仓 |
| DE | DEERE & CO | $1,908.80万 | 0.70% | 33,886 | -3,214 | -8.7% | -$181.04万 | 减仓 |
| TMUS | T-MOBILE US INC | $1,931.06万 | 0.71% | 91,942 | 62,442 | 211.7% | $1,311.47万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2,029.46万 | 0.75% | 67,094 | 30,894 | 85.3% | $934.48万 | 加仓 |
| UNP | UNION PAC CORP | $2,089.32万 | 0.77% | 86,115 | 14,390 | 20.1% | $349.13万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2,095.76万 | 0.77% | 62,034 | 7,452 | 13.7% | $251.76万 | 加仓 |
| PGR | PROGRESSIVE CORP | $2,102.65万 | 0.77% | 106,066 | 34,898 | 49.0% | $691.82万 | 加仓 |
| V | VISA INC | $2,192.27万 | 0.81% | 72,534 | -25,766 | -26.2% | -$778.75万 | 减仓 |
| CME | CME GROUP INC | $2,316.67万 | 0.85% | 78,438 | 66,238 | 542.9% | $1,956.34万 | 重新持有 |
| WELL | WELLTOWER INC | $2,374.16万 | 0.87% | 120,083 | 120,083 | — | $2,374.16万 | 新建仓 |
| LIN | LINDE PLC | $2,469.18万 | 0.91% | 49,806 | 10,177 | 25.7% | $504.53万 | 加仓 |
| HD | HOME DEPOT INC | $2,484.70万 | 0.91% | 75,548 | -552 | -0.7% | -$18.15万 | 减仓 |
| IBB | ISHARES TR | $2,499.44万 | 0.92% | 148,027 | 59,007 | 66.3% | $996.33万 | 加仓 |
| GE | GE AEROSPACE | $2,649.50万 | 0.97% | 93,368 | 40,968 | 78.2% | $1,162.55万 | 加仓 |
| GEV | GE VERNOVA INC | $2,752.52万 | 1.01% | 31,533 | 15,768 | 100.0% | $1,376.39万 | 加仓 |
| TSLA | TESLA INC | $2,836.45万 | 1.04% | 76,300 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $2,916.67万 | 1.07% | 58,373 | 21 | 0.0% | $1.05万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $2,923.92万 | 1.08% | 176,843 | 62,343 | 54.4% | $1,030.78万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $3,037.26万 | 1.12% | 210,278 | 57,078 | 37.3% | $824.43万 | 加仓 |
| NFLX | NETFLIX INC. | $3,215.98万 | 1.18% | 334,475 | 75,475 | 29.1% | $725.69万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,906.40万 | 1.44% | 39,204 | 6,504 | 19.9% | $648.08万 | 加仓 |
| WMT | WALMART INC | $4,368.02万 | 1.61% | 351,466 | 5,069 | 1.5% | $63.00万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4,443.85万 | 1.63% | 181,797 | 77,905 | 75.0% | $1,904.31万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $5,235.93万 | 1.93% | 177,996 | 5,796 | 3.4% | $170.50万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $5,263.61万 | 1.94% | 665,269 | 304,600 | 84.5% | $2,410.00万 | 加仓 |
| LLY | ELI LILLY & CO | $5,431.24万 | 2.00% | 59,050 | 5,550 | 10.4% | $510.47万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $6,130.49万 | 2.26% | 1,335,910 | 230,948 | 20.9% | $1,059.82万 | 加仓 |
| META | META PLATFORMS INC | $6,330.22万 | 2.33% | 110,643 | 19,743 | 21.7% | $1,129.56万 | 加仓 |
| SMH | VANECK ETF TRUST | $6,805.16万 | 2.50% | 177,495 | 38,570 | 27.8% | $1,478.77万 | 加仓 |
| AVGO | BROADCOM INC | $7,145.16万 | 2.63% | 230,854 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $1.07亿 | 3.93% | 512,629 | -23,271 | -4.3% | -$484.67万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1.09亿 | 4.00% | 1,776,143 | 346,491 | 24.2% | $2,122.60万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.32亿 | 4.84% | 355,668 | 23,768 | 7.2% | $879.82万 | 加仓 |
| GOOG | ALPHABET INC | $1.57亿 | 5.79% | 548,422 | -71,778 | -11.6% | -$2,059.02万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.88亿 | 6.93% | 1,080,300 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $1.98亿 | 7.27% | 778,700 | 0 | 0.0% | — | 不变 |