CORNERSTONE ENTERPRISES, LLC
APPLETON WI · SEC CIK 0001987314
$2.19亿2026Q2 申报市值
42持仓数
71.3%前十大占比 · 第一大 17.6%
8 / 1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
MU 新建仓+$375.95万
GEV 加仓+$341.30万
MRVL 新建仓+$272.99万
QQQI 新建仓+$257.75万
GLW 加仓+$221.43万
2026Q2 卖出最多 按季末市值估算
IGSB 清仓-$347.08万
IBM 减仓-$295.41万
HOOD 减仓-$174.04万
OHI 减仓-$166.32万
NVDA 减仓-$134.60万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPHY | SPDR SERIES TRUST | $3,852.07万 | 17.57% | 1,643,374 | -10,533 | -0.6% | -$24.69万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $3,204.73万 | 14.62% | 567,410 | 33,512 | 6.3% | $189.28万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $1,671.83万 | 7.63% | 638,592 | 12,727 | 2.0% | $33.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,155.44万 | 5.27% | 57,746 | -6,727 | -10.4% | -$134.60万 | 减仓 |
| GOOGL | ALPHABET INC | $1,083.22万 | 4.94% | 30,311 | -362 | -1.2% | -$12.94万 | 减仓 |
| AMZN | AMAZON COM INC | $1,067.95万 | 4.87% | 44,808 | -3,421 | -7.1% | -$81.54万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,032.37万 | 4.71% | 27,676 | -40 | -0.1% | -$1.49万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $965.00万 | 4.40% | 202,391 | -34,882 | -14.7% | -$166.32万 | 减仓 |
| META | META PLATFORMS INC | $813.11万 | 3.71% | 14,435 | 257 | 1.8% | $14.48万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $776.70万 | 3.54% | 66,572 | 1,226 | 1.9% | $14.30万 | 加仓 |
| GEV | GE VERNOVA INC | $715.25万 | 3.26% | 6,088 | 2,905 | 91.3% | $341.30万 | 加仓 |
| SMH | VANECK ETF TRUST | $604.67万 | 2.76% | 9,219 | -290 | -3.0% | -$19.02万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $498.65万 | 2.27% | 15,234 | 3,238 | 27.0% | $105.99万 | 加仓 |
| APH | AMPHENOL CORP | $474.65万 | 2.17% | 26,920 | 10,630 | 65.3% | $187.43万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $443.16万 | 2.02% | 147,670 | -31,676 | -17.7% | -$95.06万 | 减仓 |
| GLW | CORNING INC | $421.08万 | 1.92% | 16,485 | 8,669 | 110.9% | $221.43万 | 加仓 |
| SGOV | ISHARES TR | $379.44万 | 1.73% | 37,691 | -2,992 | -7.4% | -$30.12万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $375.95万 | 1.71% | 3,257 | 3,257 | — | $375.95万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $275.19万 | 1.26% | 9,786 | -10,505 | -51.8% | -$295.41万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $272.99万 | 1.25% | 9,164 | 9,164 | — | $272.99万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $257.75万 | 1.18% | 45,387 | 45,387 | — | $257.75万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $255.63万 | 1.17% | 17,496 | 1,087 | 6.6% | $15.88万 | 加仓 |
| WMT | WALMART INC | $204.59万 | 0.93% | 18,064 | 1,832 | 11.3% | $20.75万 | 加仓 |
| TSLA | TESLA INC | $145.86万 | 0.67% | 3,468 | -1,907 | -35.5% | -$80.21万 | 减仓 |
| SHOP | SHOPIFY INC | $121.72万 | 0.56% | 10,660 | 574 | 5.7% | $6.55万 | 加仓 |
| AAPL | APPLE INC | $102.21万 | 0.47% | 3,532 | 182 | 5.4% | $5.27万 | 加仓 |
| NET | CLOUDFLARE INC | $97.92万 | 0.45% | 3,992 | -190 | -4.5% | -$4.66万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $96.17万 | 0.44% | 5,041 | -2,110 | -29.5% | -$40.26万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $77.89万 | 0.36% | 23,016 | -584 | -2.5% | -$1.98万 | 减仓 |
| INTC | INTEL CORP | $60.68万 | 0.28% | 4,346 | 4,346 | — | $60.68万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $49.29万 | 0.22% | 660 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $46.87万 | 0.21% | 501 | 5 | 1.0% | $4,677 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $42.80万 | 0.20% | 3,665 | 141 | 4.0% | $1.65万 | 加仓 |
| AVGO | BROADCOM INC | $39.78万 | 0.18% | 1,053 | 9 | 0.9% | $3,400 | 加仓 |
| VOO | VANGUARD INDEX FDS | $38.57万 | 0.18% | 561 | -14 | -2.4% | -$9,626 | 减仓 |
| CAT | CATERPILLAR INC | $38.44万 | 0.18% | 361 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $37.78万 | 0.17% | 3,767 | -17,355 | -82.2% | -$174.04万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $35.99万 | 0.16% | 12,428 | 2 | 0.0% | $58 | 加仓 |
| RKLB | ROCKET LAB CORP | $35.69万 | 0.16% | 3,511 | 3,511 | — | $35.69万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $24.38万 | 0.11% | 2,040 | 2,040 | — | $24.38万 | 新建仓 |
| HUM | HUMANA INC | $23.67万 | 0.11% | 596 | 596 | — | $23.67万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $6.73万 | 0.03% | 14,220 | 14,220 | — | $6.73万 | 新建仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -66,035 | -100.0% | -$347.08万 | 清仓 |