Cornerstone Advisors, LLC
ASHEVILLE NC · SEC CIK 0001775446
$30.37亿2026Q2 申报市值
112持仓数
41.8%前十大占比 · 第一大 7.8%
15 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BAC 新建仓+$3,162.37万
ABBV 新建仓+$2,914.62万
GLW 新建仓+$2,377.95万
NVDA 加仓+$2,032.69万
MS 重新持有+$1,625.14万
2026Q2 卖出最多 按季末市值估算
SMH 减仓-$6,382.99万
KBWB 清仓-$5,263.61万
IBB 清仓-$2,499.44万
LH 清仓-$1,709.48万
AAPL 减仓-$1,648.63万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $2,936.55万 | 0.97% | 411,281 | 76,806 | 23.0% | $548.39万 | 加仓 |
| V | VISA INC | $2,951.09万 | 0.97% | 86,015 | 13,481 | 18.6% | $462.52万 | 加仓 |
| BAC | BANK OF AMER CORP | $3,162.37万 | 1.04% | 554,996 | 554,996 | — | $3,162.37万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,207.45万 | 1.06% | 34,287 | -4,917 | -12.5% | -$459.97万 | 减仓 |
| GE | GE AEROSPACE | $3,299.96万 | 1.09% | 88,298 | -5,070 | -5.4% | -$189.48万 | 减仓 |
| KLAC | KLA CORP | $3,472.98万 | 1.14% | 115,110 | -8,030 | -6.5% | -$242.27万 | 减仓 |
| WMT | WALMART INC | $3,577.15万 | 1.18% | 315,835 | -35,631 | -10.1% | -$403.56万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $4,286.66万 | 1.41% | 168,786 | -13,011 | -7.2% | -$330.44万 | 减仓 |
| TSLA | TESLA INC | $4,476.36万 | 1.47% | 106,428 | 30,128 | 39.5% | $1,267.18万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4,732.38万 | 1.56% | 81,465 | 15,753 | 24.0% | $915.11万 | 加仓 |
| SMH | VANECK ETF TRUST | $5,258.73万 | 1.73% | 80,177 | -97,318 | -54.8% | -$6,382.99万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $6,048.57万 | 1.99% | 184,785 | 6,789 | 3.8% | $222.22万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $6,057.02万 | 1.99% | 1,335,910 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $6,072.95万 | 2.00% | 50,632 | -8,418 | -14.3% | -$1,009.68万 | 减仓 |
| META | META PLATFORMS INC | $6,232.41万 | 2.05% | 110,643 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $7,046.36万 | 2.32% | 61,045 | -989 | -1.6% | -$114.16万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $9,039.58万 | 2.98% | 1,702,048 | -74,095 | -4.2% | -$393.52万 | 减仓 |
| AVGO | BROADCOM INC | $9,252.19万 | 3.05% | 244,929 | 14,075 | 6.1% | $531.68万 | 加仓 |
| AMZN | AMAZON COM INC | $1.22亿 | 4.02% | 512,629 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $1.33亿 | 4.37% | 355,668 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $1.94亿 | 6.38% | 548,422 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $2.09亿 | 6.88% | 721,725 | -56,975 | -7.3% | -$1,648.63万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2.36亿 | 7.79% | 1,181,889 | 101,589 | 9.4% | $2,032.69万 | 加仓 |