Cornerstone Select Advisors, LLC
ST. LOUIS MO · SEC CIK 0002055366
$1.60亿2026Q1 申报市值
124持仓数
30.4%前十大占比 · 第一大 5.5%
17 / 7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
SMH 新建仓+$213.78万
VFH 新建仓+$114.68万
XLI 新建仓+$98.29万
VHT 新建仓+$90.66万
XLE 新建仓+$85.16万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$42.75万
MRV FINANCIAL CO 清仓-$36.10万
GD 清仓-$28.75万
KHC 清仓-$27.24万
KWEB 清仓-$24.30万
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 |
|---|---|---|---|---|---|---|---|---|
| — | MRV FINANCIAL CORP COMMON STOCK | $0 | 0.00% | 0 | -13,950 | -100.0% | -$36.10万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -854 | -100.0% | -$28.75万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -11,232 | -100.0% | -$27.24万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | -7,138 | -100.0% | -$24.30万 | 清仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $0 | 0.00% | 0 | -7,869 | -100.0% | -$22.85万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -406 | -100.0% | -$21.22万 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -1,628 | -100.0% | -$20.78万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HERON THERAPEUTICS INC | $4.75万 | 0.03% | 59,414 | 1,344 | 2.3% | $1,075 | 加仓 |
| BTQ | BTQ TECHNOLOGIES CORP | $5.50万 | 0.03% | 20,590 | 5,645 | 37.8% | $1.51万 | 加仓 |
| NWG | NATWEST GROUP PLC | $19.16万 | 0.12% | 12,858 | 447 | 3.6% | $6,660 | 加仓 |
| IVZ | INVESCO LTD | $20.57万 | 0.13% | 8,468 | 222 | 2.7% | $5,392 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $20.58万 | 0.13% | 316 | 6 | 1.9% | $3,907 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $20.72万 | 0.13% | 8,727 | 8,727 | — | $20.72万 | 新建仓 |
| PFFD | GLOBAL X FDS | $20.84万 | 0.13% | 11,327 | -222 | -1.9% | -$4,085 | 减仓 |
| VAW | VANGUARD WORLD FD | $21.07万 | 0.13% | 935 | 935 | — | $21.07万 | 新建仓 |
| FDX | FEDEX CORP | $21.26万 | 0.13% | 597 | 597 | — | $21.26万 | 新建仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $21.28万 | 0.13% | 11,492 | -98 | -0.8% | -$1,815 | 减仓 |
| CG | CARLYLE GROUP INC | $21.36万 | 0.13% | 4,415 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $21.56万 | 0.14% | 4,285 | 4,285 | — | $21.56万 | 新建仓 |
| ESLT | ELBIT SYS LTD | $21.99万 | 0.14% | 259 | 259 | — | $21.99万 | 新建仓 |
| BBT | BEACON FINANCIAL CORP. | $22.02万 | 0.14% | 7,340 | 7,340 | — | $22.02万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $23.06万 | 0.14% | 3,777 | 3,777 | — | $23.06万 | 新建仓 |
| GRNY | TIDAL TRUST I | $23.10万 | 0.14% | 9,677 | 1,362 | 16.4% | $3.25万 | 加仓 |
| TX | TERNIUM SA | $23.64万 | 0.15% | 5,888 | 422 | 7.7% | $1.69万 | 加仓 |
| CSX | CSX CORP | $24.08万 | 0.15% | 5,865 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $25.16万 | 0.16% | 1,035 | -208 | -16.7% | -$5.06万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $25.57万 | 0.16% | 891 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $25.68万 | 0.16% | 1,049 | -427 | -28.9% | -$10.45万 | 减仓 |
| HD | HOME DEPOT INC | $26.11万 | 0.16% | 794 | 16 | 2.1% | $5,262 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $26.28万 | 0.16% | 570 | 6 | 1.1% | $2,766 | 加仓 |
| OGE | OGE ENERGY CORP | $26.31万 | 0.16% | 5,486 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $26.57万 | 0.17% | 2,192 | 55 | 2.6% | $6,666 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $26.83万 | 0.17% | 3,630 | 369 | 11.3% | $2.73万 | 加仓 |
| AIQ | GLOBAL X FDS | $27.05万 | 0.17% | 5,795 | 1,527 | 35.8% | $7.13万 | 加仓 |
| BG | BUNGE GLOBAL SA | $27.79万 | 0.17% | 2,185 | -627 | -22.3% | -$7.98万 | 重新持有 |
| CBRE | CBRE GROUP INC | $28.01万 | 0.18% | 2,068 | -4 | -0.2% | -$542 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $28.85万 | 0.18% | 4,908 | 250 | 5.4% | $1.47万 | 加仓 |
| MELI | MERCADOLIBRE INC | $30.60万 | 0.19% | 177 | 1 | 0.6% | $1,729 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $30.62万 | 0.19% | 3,135 | 457 | 17.1% | $4.46万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $32.69万 | 0.20% | 3,541 | 3,541 | — | $32.69万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $32.77万 | 0.21% | 7,065 | -272 | -3.7% | -$1.26万 | 减仓 |
| ET | ENERGY TRANSFER L P | $32.92万 | 0.21% | 17,054 | 2,379 | 16.2% | $4.59万 | 加仓 |
| VVX | V2X INC | $33.05万 | 0.21% | 4,825 | 13 | 0.3% | $891 | 加仓 |
| MCK | MCKESSON CORP | $34.27万 | 0.21% | 396 | 121 | 44.0% | $10.47万 | 加仓 |
| MET | METLIFE INC | $35.27万 | 0.22% | 4,987 | 7 | 0.1% | $495 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $36.99万 | 0.23% | 4,170 | 4,170 | — | $36.99万 | 新建仓 |
| URI | UNITED RENTALS INC | $40.36万 | 0.25% | 554 | -2 | -0.4% | -$1,457 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $40.49万 | 0.25% | 3,089 | 86 | 2.9% | $1.13万 | 加仓 |
| GM | GENERAL MTRS CO | $40.99万 | 0.26% | 5,502 | 155 | 2.9% | $1.15万 | 加仓 |
| IVV | ISHARES TR | $44.35万 | 0.28% | 679 | -11 | -1.6% | -$7,185 | 减仓 |
| RSSL | GLOBAL X FDS | $44.40万 | 0.28% | 4,571 | -54 | -1.2% | -$5,245 | 减仓 |
| FTNT | FORTINET INC | $44.64万 | 0.28% | 5,463 | -200 | -3.5% | -$1.63万 | 减仓 |
| IWM | ISHARES TR | $47.72万 | 0.30% | 1,924 | -693 | -26.5% | -$17.19万 | 减仓 |
| GLXY | GALAXY DIGITAL INC. | $49.33万 | 0.31% | 26,739 | 9,565 | 55.7% | $17.65万 | 加仓 |
| RTX | RTX CORPORATION | $49.94万 | 0.31% | 2,589 | 517 | 25.0% | $9.97万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $50.06万 | 0.31% | 2,744 | 428 | 18.5% | $7.81万 | 加仓 |
| CRM | SALESFORCE INC | $51.89万 | 0.32% | 2,780 | 172 | 6.6% | $3.21万 | 加仓 |
| COHR | COHERENT CORP | $51.93万 | 0.33% | 2,180 | 424 | 24.1% | $10.10万 | 加仓 |
| CMI | CUMMINS INC | $57.03万 | 0.36% | 1,060 | -28 | -2.6% | -$1.51万 | 减仓 |
| VDC | VANGUARD WORLD FD | $58.48万 | 0.37% | 2,604 | 2,604 | — | $58.48万 | 新建仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $62.02万 | 0.39% | 16,877 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $66.75万 | 0.42% | 2,751 | -7 | -0.3% | -$1,699 | 减仓 |
| STLD | STEEL DYNAMICS INC | $67.37万 | 0.42% | 3,743 | -102 | -2.7% | -$1.84万 | 减仓 |
| SLB | SLB LIMITED | $71.61万 | 0.45% | 13,936 | 456 | 3.4% | $2.34万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $73.57万 | 0.46% | 7,837 | 3,473 | 79.6% | $32.60万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $74.82万 | 0.47% | 3,678 | 48 | 1.3% | $9,765 | 加仓 |
| MPLX | MPLX LP | $75.67万 | 0.47% | 13,259 | 13,259 | — | $75.67万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $78.16万 | 0.49% | 2,657 | 541 | 25.6% | $15.91万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $79.42万 | 0.50% | 7,288 | 7,288 | — | $79.42万 | 新建仓 |
| TPR | TAPESTRY INC | $79.59万 | 0.50% | 5,640 | -1,535 | -21.4% | -$21.66万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $82.06万 | 0.51% | 3,357 | 128 | 4.0% | $3.13万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $85.16万 | 0.53% | 13,901 | 13,901 | — | $85.16万 | 新建仓 |
| EME | EMCOR GROUP INC | $85.98万 | 0.54% | 1,164 | 61 | 5.5% | $4.51万 | 加仓 |
| ASML | ASML HLDG NV | $88.50万 | 0.55% | 670 | -1 | -0.1% | -$1,321 | 减仓 |
| VHT | VANGUARD WORLD FD | $90.66万 | 0.57% | 3,329 | 3,329 | — | $90.66万 | 新建仓 |
| AGNC | AGNC INVT CORP | $91.13万 | 0.57% | 90,859 | 40,114 | 79.1% | $40.23万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $92.67万 | 0.58% | 5,959 | 98 | 1.7% | $1.52万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $98.29万 | 0.62% | 6,077 | 6,077 | — | $98.29万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $100.23万 | 0.63% | 22,873 | 1,358 | 6.3% | $5.95万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $101.19万 | 0.63% | 42,499 | 861 | 2.1% | $2.05万 | 加仓 |
| TFC | TRUIST FINL CORP | $102.20万 | 0.64% | 22,231 | -2,662 | -10.7% | -$12.24万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $103.01万 | 0.64% | 12,488 | -120 | -1.0% | -$9,899 | 减仓 |
| ALL | ALLSTATE CORP | $103.50万 | 0.65% | 4,992 | 100 | 2.0% | $2.07万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $110.56万 | 0.69% | 3,979 | -29 | -0.7% | -$8,058 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $112.85万 | 0.71% | 18,607 | -1,963 | -9.5% | -$11.91万 | 减仓 |
| VFH | VANGUARD WORLD FD | $114.68万 | 0.72% | 9,493 | 9,493 | — | $114.68万 | 新建仓 |
| V | VISA INC | $114.82万 | 0.72% | 3,799 | 25 | 0.7% | $7,556 | 加仓 |
| — | EXXON MOBIL CORP | $126.25万 | 0.79% | 7,442 | 803 | 12.1% | $13.62万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $130.43万 | 0.82% | 22,396 | -1,143 | -4.9% | -$6.66万 | 减仓 |
| CAT | CATERPILLAR INC | $131.28万 | 0.82% | 1,853 | 133 | 7.7% | $9.42万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $142.48万 | 0.89% | 8,681 | 584 | 7.2% | $9.59万 | 加仓 |
| MO | ALTRIA GROUP INC | $145.82万 | 0.91% | 22,097 | 152 | 0.7% | $1.00万 | 加仓 |
| UGI | UGI CORP NEW | $146.13万 | 0.91% | 40,124 | 5,515 | 15.9% | $20.09万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $147.21万 | 0.92% | 4,356 | -99 | -2.2% | -$3.35万 | 减仓 |
| AMGN | AMGEN INC | $154.26万 | 0.97% | 4,384 | 317 | 7.8% | $11.15万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $155.83万 | 0.98% | 46,908 | -7,177 | -13.3% | -$23.84万 | 减仓 |