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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2.36亿 | 7.79% | 1,181,889 | 101,589 | 9.4% | $2,032.69万 | 加仓 |
| AAPL | APPLE INC | $2.09亿 | 6.88% | 721,725 | -56,975 | -7.3% | -$1,648.63万 | 减仓 |
| GOOG | ALPHABET INC | $1.94亿 | 6.38% | 548,422 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $1.33亿 | 4.37% | 355,668 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $1.22亿 | 4.02% | 512,629 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $9,252.19万 | 3.05% | 244,929 | 14,075 | 6.1% | $531.68万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $9,039.58万 | 2.98% | 1,702,048 | -74,095 | -4.2% | -$393.52万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $7,046.36万 | 2.32% | 61,045 | -989 | -1.6% | -$114.16万 | 减仓 |
| META | META PLATFORMS INC | $6,232.41万 | 2.05% | 110,643 | 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 |
| XLU | SELECT SECTOR SPDR TR | $6,057.02万 | 1.99% | 1,335,910 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $6,048.57万 | 1.99% | 184,785 | 6,789 | 3.8% | $222.22万 | 加仓 |
| SMH | VANECK ETF TRUST | $5,258.73万 | 1.73% | 80,177 | -97,318 | -54.8% | -$6,382.99万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4,732.38万 | 1.56% | 81,465 | 15,753 | 24.0% | $915.11万 | 加仓 |
| TSLA | TESLA INC | $4,476.36万 | 1.47% | 106,428 | 30,128 | 39.5% | $1,267.18万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4,286.66万 | 1.41% | 168,786 | -13,011 | -7.2% | -$330.44万 | 减仓 |
| WMT | WALMART INC | $3,577.15万 | 1.18% | 315,835 | -35,631 | -10.1% | -$403.56万 | 减仓 |
| KLAC | KLA CORP | $3,472.98万 | 1.14% | 115,110 | -8,030 | -6.5% | -$242.27万 | 减仓 |
| GE | GE AEROSPACE | $3,299.96万 | 1.09% | 88,298 | -5,070 | -5.4% | -$189.48万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,207.45万 | 1.06% | 34,287 | -4,917 | -12.5% | -$459.97万 | 减仓 |
| BAC | BANK OF AMER CORP | $3,162.37万 | 1.04% | 554,996 | 554,996 | — | $3,162.37万 | 新建仓 |
| V | VISA INC | $2,951.09万 | 0.97% | 86,015 | 13,481 | 18.6% | $462.52万 | 加仓 |
| NFLX | NETFLIX INC. | $2,936.55万 | 0.97% | 411,281 | 76,806 | 23.0% | $548.39万 | 加仓 |
| ABBV | ABBVIE INC | $2,914.62万 | 0.96% | 115,825 | 115,825 | — | $2,914.62万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $2,766.10万 | 0.91% | 53,857 | -4,516 | -7.7% | -$231.94万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $2,755.78万 | 0.91% | 152,329 | -24,514 | -13.9% | -$443.48万 | 减仓 |
| GEV | GE VERNOVA INC | $2,482.13万 | 0.82% | 21,127 | -10,406 | -33.0% | -$1,222.56万 | 减仓 |
| APH | AMPHENOL CORP | $2,479.25万 | 0.82% | 140,611 | -5,274 | -3.6% | -$92.99万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $2,406.94万 | 0.79% | 141,685 | -54 | -0.0% | -$9,174 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,405.19万 | 0.79% | 31,517 | -1,705 | -5.1% | -$130.12万 | 减仓 |
| CAT | CATERPILLAR INC | $2,402.09万 | 0.79% | 22,557 | -269 | -1.2% | -$28.65万 | 重新持有 |
| GLW | CORNING INC | $2,377.95万 | 0.78% | 93,096 | 93,096 | — | $2,377.95万 | 新建仓 |
| WELL | WELLTOWER INC | $2,298.87万 | 0.76% | 101,285 | -18,798 | -15.7% | -$426.66万 | 减仓 |
| MS | MORGAN STANLEY | $2,222.99万 | 0.73% | 106,343 | 77,743 | 271.8% | $1,625.14万 | 重新持有 |
| GS | GOLDMAN SACHS GROUP INC | $2,221.88万 | 0.73% | 21,969 | 7,169 | 48.4% | $725.05万 | 重新持有 |
| LIN | LINDE PLC | $2,175.66万 | 0.72% | 41,925 | -7,881 | -15.8% | -$408.98万 | 减仓 |
| ETN | EATON CORP PLC | $2,116.07万 | 0.70% | 49,659 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $2,085.97万 | 0.69% | 142,251 | -68,027 | -32.4% | -$997.55万 | 减仓 |
| HD | HOME DEPOT INC | $2,036.73万 | 0.67% | 57,750 | -17,798 | -23.6% | -$627.70万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,990.02万 | 0.66% | 20,622 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $1,916.22万 | 0.63% | 48,185 | 7,572 | 18.6% | $301.12万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,902.99万 | 0.63% | 197,981 | -59,634 | -23.1% | -$573.20万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,896.08万 | 0.62% | 37,892 | 10,942 | 40.6% | $547.53万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,785.02万 | 0.59% | 43,830 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,759.90万 | 0.58% | 53,256 | -6,668 | -11.1% | -$220.35万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,743.75万 | 0.57% | 189,353 | -12,508 | -6.2% | -$115.19万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1,737.60万 | 0.57% | 79,542 | -26,524 | -25.0% | -$579.42万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $1,718.83万 | 0.57% | 30,660 | 11,978 | 64.1% | $671.50万 | 加仓 |
| RTX | RTX CORPORATION | $1,717.78万 | 0.57% | 90,538 | -6,062 | -6.3% | -$115.01万 | 重新持有 |
| AXP | AMERICAN EXPRESS CO | $1,701.43万 | 0.56% | 50,301 | -16,793 | -25.0% | -$568.02万 | 减仓 |
| ECL | ECOLAB INC | $1,669.79万 | 0.55% | 59,933 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $1,668.55万 | 0.55% | 92,914 | -11,289 | -10.8% | -$202.73万 | 减仓 |
| MCK | MCKESSON CORP | $1,643.51万 | 0.54% | 21,751 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,619.36万 | 0.53% | 43,146 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $1,619.22万 | 0.53% | 59,530 | -26,585 | -30.9% | -$723.11万 | 减仓 |
| DE | DEERE & CO | $1,596.23万 | 0.53% | 25,164 | -8,722 | -25.7% | -$553.26万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $1,576.91万 | 0.52% | 157,251 | -11,888 | -7.0% | -$119.21万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,571.30万 | 0.52% | 21,733 | -14,567 | -40.1% | -$1,053.19万 | 重新持有 |
| TMUS | T-MOBILE US INC | $1,542.14万 | 0.51% | 91,942 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $1,489.56万 | 0.49% | 28,295 | 5,508 | 24.2% | $289.96万 | 加仓 |
| DASH | DOORDASH INC | $1,474.36万 | 0.49% | 79,898 | -19,072 | -19.3% | -$351.94万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1,466.42万 | 0.48% | 63,877 | -5,157 | -7.5% | -$118.39万 | 减仓 |
| CME | CME GROUP INC | $1,449.68万 | 0.48% | 65,647 | -12,791 | -16.3% | -$282.46万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1,440.69万 | 0.47% | 165,520 | -36,504 | -18.1% | -$317.73万 | 减仓 |
| ORCL | ORACLE CORP | $1,376.15万 | 0.45% | 93,903 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,342.77万 | 0.44% | 34,721 | -6,372 | -15.5% | -$246.42万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1,286.35万 | 0.42% | 9,657 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $1,277.90万 | 0.42% | 76,663 | -29,307 | -27.7% | -$488.52万 | 减仓 |
| CSCO | CISCO SYS INC | $1,234.45万 | 0.41% | 105,095 | 105,095 | — | $1,234.45万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,230.22万 | 0.41% | 29,599 | 29,599 | — | $1,230.22万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,229.90万 | 0.41% | 24,760 | 14,060 | 131.4% | $698.40万 | 重新持有 |
| ROL | ROLLINS INC | $1,227.18万 | 0.40% | 294,005 | 67,395 | 29.7% | $281.31万 | 加仓 |
| SHOP | SHOPIFY INC | $1,215.43万 | 0.40% | 106,449 | 38,929 | 57.7% | $444.49万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,211.05万 | 0.40% | 84,600 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $1,199.95万 | 0.40% | 59,607 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $1,198.71万 | 0.39% | 120,740 | -7,939 | -6.2% | -$78.82万 | 减仓 |
| APP | APPLOVIN CORP | $1,186.47万 | 0.39% | 23,028 | 4,410 | 23.7% | $227.22万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,149.32万 | 0.38% | 53,062 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $1,087.91万 | 0.36% | 118,535 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $1,087.09万 | 0.36% | 7,864 | -4,043 | -34.0% | -$558.89万 | 减仓 |
| MELI | MERCADOLIBRE INC | $1,074.62万 | 0.35% | 6,331 | -659 | -9.4% | -$111.86万 | 减仓 |
| INTC | INTEL CORP | $1,070.75万 | 0.35% | 76,685 | 76,685 | — | $1,070.75万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $1,000.57万 | 0.33% | 47,208 | 47,208 | — | $1,000.57万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $978.11万 | 0.32% | 20,481 | -23,279 | -53.2% | -$1,111.74万 | 减仓 |
| FICO | FAIR ISAAC CORP | $970.64万 | 0.32% | 8,124 | -1,687 | -17.2% | -$201.56万 | 减仓 |
| VMC | VULCAN MATLS CO | $956.13万 | 0.31% | 32,410 | -12,156 | -27.3% | -$358.61万 | 减仓 |
| TW | TRADEWEB MKTS INC | $920.81万 | 0.30% | 92,395 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $917.88万 | 0.30% | 24,655 | -13,571 | -35.5% | -$505.23万 | 减仓 |
| ADI | ANALOG DEVICES INC | $907.14万 | 0.30% | 22,840 | -9,560 | -29.5% | -$379.69万 | 重新持有 |
| SNOW | SNOWFLAKE INC | $904.39万 | 0.30% | 35,536 | 35,536 | — | $904.39万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $887.18万 | 0.29% | 19,323 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $866.61万 | 0.29% | 89,286 | 89,286 | — | $866.61万 | 新建仓 |
| PLD | PROLOGIS INC. | $856.83万 | 0.28% | 63,249 | -67,528 | -51.6% | -$914.80万 | 减仓 |
| CTAS | CINTAS CORP | $849.97万 | 0.28% | 49,975 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $718.73万 | 0.24% | 29,707 | -17,409 | -36.9% | -$421.19万 | 减仓 |
| URI | UNITED RENTALS INC | $709.42万 | 0.23% | 6,262 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $685.71万 | 0.23% | 38,638 | -5,717 | -12.9% | -$101.46万 | 减仓 |
| CIEN | CIENA CORP | $684.87万 | 0.23% | 13,961 | 13,961 | — | $684.87万 | 新建仓 |
| CB | CHUBB LIMITED | $681.21万 | 0.22% | 19,992 | -15,408 | -43.5% | -$525.01万 | 重新持有 |
| WAB | WABTEC | $669.50万 | 0.22% | 24,833 | -11,702 | -32.0% | -$315.49万 | 减仓 |