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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $656.89万 | 0.22% | 56,303 | 56,303 | — | $656.89万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $653.18万 | 0.22% | 22,334 | -3,270 | -12.8% | -$95.63万 | 减仓 |
| NVR | NVR INC | $651.36万 | 0.21% | 956 | 956 | — | $651.36万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $647.36万 | 0.21% | 12,912 | -15,072 | -53.9% | -$755.65万 | 减仓 |
| PWR | QUANTA SVCS INC | $619.59万 | 0.20% | 8,605 | 8,605 | — | $619.59万 | 新建仓 |
| DG | DOLLAR GEN CORP | $552.13万 | 0.18% | 47,965 | -54,344 | -53.1% | -$625.55万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $518.34万 | 0.17% | 15,054 | -26,424 | -63.7% | -$909.83万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $489.46万 | 0.16% | 16,911 | 16,911 | — | $489.46万 | 新建仓 |
| RBA | RB GLOBAL INC | $432.65万 | 0.14% | 37,153 | -19,409 | -34.3% | -$226.02万 | 减仓 |
| CVNA | CARVANA CO | $426.35万 | 0.14% | 64,775 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $421.18万 | 0.14% | 18,897 | -19,603 | -50.9% | -$436.91万 | 重新持有 |
| HWM | HOWMET AEROSPACE INC | $386.38万 | 0.13% | 14,371 | 14,371 | — | $386.38万 | 新建仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -665,269 | -100.0% | -$5,263.61万 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | -148,027 | -100.0% | -$2,499.44万 | 清仓 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -64,071 | -100.0% | -$1,709.48万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -90,000 | -100.0% | -$1,515.72万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -239,655 | -100.0% | -$1,503.84万 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -91,081 | -100.0% | -$1,439.44万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -32,780 | -100.0% | -$1,417.34万 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -72,626 | -100.0% | -$1,107.62万 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -56,690 | -100.0% | -$667.92万 | 清仓 |
| HQY | HEALTHEQUITY INC | $0 | 0.00% | 0 | -72,024 | -100.0% | -$601.90万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -38,028 | -100.0% | -$568.75万 | 清仓 |