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 |
|---|---|---|---|---|---|---|---|---|
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $0 | 0.00% | 0 | -1,712,871 | -100.0% | -$3,288.71万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -200,400 | -100.0% | -$2,338.47万 | 清仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $0 | 0.00% | 0 | -859,911 | -100.0% | -$1,986.39万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -79,500 | -100.0% | -$1,917.22万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -196,200 | -100.0% | -$1,828.58万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -65,400 | -100.0% | -$1,732.51万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -142,100 | -100.0% | -$1,495.74万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -27,800 | -100.0% | -$1,420.16万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -90,700 | -100.0% | -$1,301.73万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -181,100 | -100.0% | -$1,266.07万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -50,600 | -100.0% | -$1,246.28万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -45,100 | -100.0% | -$1,210.03万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -223,500 | -100.0% | -$1,205.56万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -482,700 | -100.0% | -$1,201.92万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -119,400 | -100.0% | -$1,192.93万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -33,000 | -100.0% | -$1,159.85万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -335,274 | -100.0% | -$1,155.35万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -283,500 | -100.0% | -$1,154.70万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -289,290 | -100.0% | -$1,132.57万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -10,400 | -100.0% | -$1,113.15万 | 清仓 |
| CB | CHUBB LIMITED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -87,400 | -100.0% | -$1,095.03万 | 清仓 |
| UTG | REAVES UTIL INCOME FD | $0 | 0.00% | 0 | -294,426 | -100.0% | -$1,077.01万 | 清仓 |
| XLB | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -217,450 | -100.0% | -$986.14万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -49,100 | -100.0% | -$957.89万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -98,800 | -100.0% | -$949.07万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AON | AON PLC | $0 | 0.00% | 0 | -25,800 | -100.0% | -$910.43万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -26,900 | -100.0% | -$905.62万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -44,800 | -100.0% | -$831.13万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -34,122 | -100.0% | -$763.27万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -95,028 | -100.0% | -$757.37万 | 清仓 |
| — | EATON VANCE RISK-MANAGED DIV | $0 | 0.00% | 0 | -762,333 | -100.0% | -$672.38万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -29,300 | -100.0% | -$636.16万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -38,100 | -100.0% | -$585.25万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -36,400 | -100.0% | -$524.05万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USA | LIBERTY ALL STAR EQUITY FD | $0 | 0.00% | 0 | -794,984 | -100.0% | -$499.25万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EATON VANCE TAX-ADVANTAGED G | $0 | 0.00% | 0 | -158,450 | -100.0% | -$480.90万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -125,520 | -100.0% | -$476.47万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -13,300 | -100.0% | -$435.32万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -35,000 | -100.0% | -$429.59万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -14,300 | -100.0% | -$423.58万 | 清仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $0 | 0.00% | 0 | -321,221 | -100.0% | -$410.52万 | 清仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $0 | 0.00% | 0 | -246,575 | -100.0% | -$396.99万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -20,000 | -100.0% | -$342.36万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -40,200 | -100.0% | -$328.47万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -19,800 | -100.0% | -$320.68万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -87,600 | -100.0% | -$317.55万 | 清仓 |
| — | LIBERTY ALL-STAR GROWTH FD I | $0 | 0.00% | 0 | -576,494 | -100.0% | -$305.54万 | 清仓 |
| — | NUVEEN DOW 30 DYNMC OVERWRT | $0 | 0.00% | 0 | -185,466 | -100.0% | -$283.02万 | 清仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $0 | 0.00% | 0 | -108,972 | -100.0% | -$271.56万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -3,500 | -100.0% | -$270.15万 | 清仓 |
| — | NUVEEN CORE EQUITY ALPHA FD | $0 | 0.00% | 0 | -141,473 | -100.0% | -$225.51万 | 清仓 |
| FFA | FIRST TR ENHANCED EQUITY INC | $0 | 0.00% | 0 | -79,226 | -100.0% | -$174.46万 | 清仓 |
| — | LMP CAP & INCOME FD INC | $0 | 0.00% | 0 | -100,773 | -100.0% | -$149.24万 | 清仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $0 | 0.00% | 0 | -38,662 | -100.0% | -$142.24万 | 清仓 |
| — | NEUBERGER REAL ESTATE | $0 | 0.00% | 0 | -382,583 | -100.0% | -$116.31万 | 清仓 |
| — | GDL FD | $0 | 0.00% | 0 | -130,325 | -100.0% | -$110.39万 | 清仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $0 | 0.00% | 0 | -60,214 | -100.0% | -$86.47万 | 清仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $0 | 0.00% | 0 | -138,151 | -100.0% | -$71.29万 | 清仓 |
| — | ROYCE GLOBAL TRUST INC | $0 | 0.00% | 0 | -47,124 | -100.0% | -$61.78万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -41,504 | -100.0% | -$61.01万 | 清仓 |
| — | SOURCE CAPITAL | $0 | 0.00% | 0 | -3,672 | -100.0% | -$16.80万 | 清仓 |
| — | GABELLI GLOBAL SMALL & MID C | $0 | 0.00% | 0 | -82 | -100.0% | -$1,230 | 清仓 |
| CVNA | CARVANA CO | $407.28万 | 0.15% | 12,955 | 12,955 | — | $407.28万 | 新建仓 |
| URI | UNITED RENTALS INC | $456.22万 | 0.17% | 6,262 | -3,268 | -34.3% | -$238.09万 | 减仓 |
| RBA | RB GLOBAL INC | $542.15万 | 0.20% | 56,562 | 56,562 | — | $542.15万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $568.75万 | 0.21% | 38,028 | 38,028 | — | $568.75万 | 新建仓 |
| HQY | HEALTHEQUITY INC | $601.90万 | 0.22% | 72,024 | 72,024 | — | $601.90万 | 新建仓 |
| RGEN | REPLIGEN CORP | $667.92万 | 0.25% | 56,690 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $741.00万 | 0.27% | 18,618 | 6,924 | 59.2% | $275.58万 | 加仓 |
| VEEV | VEEVA SYS INC | $779.14万 | 0.29% | 44,355 | 1,638 | 3.8% | $28.77万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $793.41万 | 0.29% | 18,682 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $800.92万 | 0.29% | 67,520 | 35,940 | 113.8% | $426.32万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $807.89万 | 0.30% | 20,622 | 20,622 | — | $807.89万 | 新建仓 |
| CTAS | CINTAS CORP | $845.28万 | 0.31% | 49,975 | 36,675 | 275.8% | $620.32万 | 重新持有 |
| TYL | TYLER TECHNOLOGIES INC | $876.63万 | 0.32% | 25,604 | 9,063 | 54.8% | $310.30万 | 加仓 |
| WAB | WABTEC | $913.05万 | 0.34% | 36,535 | 36,535 | — | $913.05万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $936.99万 | 0.34% | 19,323 | 10,595 | 121.4% | $513.76万 | 加仓 |
| AME | AMETEK INC | $1,009.98万 | 0.37% | 47,116 | 47,116 | — | $1,009.98万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,036.83万 | 0.38% | 53,062 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $1,047.36万 | 0.39% | 9,811 | -4,789 | -32.8% | -$511.24万 | 减仓 |
| TW | TRADEWEB MKTS INC | $1,087.12万 | 0.40% | 92,395 | 54,680 | 145.0% | $643.36万 | 加仓 |
| KKR | KKR & CO INC | $1,096.45万 | 0.40% | 118,535 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1,107.62万 | 0.41% | 72,626 | 14,066 | 24.0% | $214.52万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,108.43万 | 0.41% | 84,600 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $1,119.21万 | 0.41% | 9,657 | -4,165 | -30.1% | -$482.71万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $1,172.13万 | 0.43% | 169,139 | 91,207 | 117.0% | $632.06万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,198.90万 | 0.44% | 43,146 | 3,170 | 7.9% | $88.08万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $1,201.98万 | 0.44% | 59,607 | 11,865 | 24.9% | $239.26万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,203.00万 | 0.44% | 41,093 | 14,493 | 54.5% | $424.28万 | 加仓 |
| MELI | MERCADOLIBRE INC | $1,208.59万 | 0.44% | 6,990 | 5,710 | 446.1% | $987.27万 | 加仓 |
| ROL | ROLLINS INC | $1,210.32万 | 0.45% | 226,610 | 0 | 0.0% | — | 不变 |