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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $174.85万 | 1.09% | 11,886 | 1,731 | 17.0% | $25.46万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $175.13万 | 1.10% | 7,225 | 101 | 1.4% | $2.45万 | 加仓 |
| GLW | CORNING INC | $179.20万 | 1.12% | 13,179 | -124 | -0.9% | -$1.69万 | 减仓 |
| GOOGL | ALPHABET INC | $186.32万 | 1.17% | 6,479 | 868 | 15.5% | $24.96万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $187.19万 | 1.17% | 11,676 | 712 | 6.5% | $11.41万 | 加仓 |
| WCC | WESCO INTL INC | $197.55万 | 1.24% | 7,220 | -138 | -1.9% | -$3.78万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $198.06万 | 1.24% | 16,131 | 966 | 6.4% | $11.86万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $200.75万 | 1.26% | 5,142 | 576 | 12.6% | $22.49万 | 加仓 |
| META | META PLATFORMS INC | $207.58万 | 1.30% | 3,628 | 153 | 4.4% | $8.75万 | 加仓 |
| SMH | VANECK ETF TRUST | $213.78万 | 1.34% | 5,576 | 5,576 | — | $213.78万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $217.47万 | 1.36% | 15,604 | 1,270 | 8.9% | $17.70万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $217.94万 | 1.36% | 6,314 | 58 | 0.9% | $2.00万 | 加仓 |
| WMT | WALMART INC | $233.17万 | 1.46% | 18,762 | 422 | 2.3% | $5.24万 | 加仓 |
| AMZN | AMAZON COM INC | $239.55万 | 1.50% | 11,502 | 1,014 | 9.7% | $21.12万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $241.19万 | 1.51% | 48,046 | -784 | -1.6% | -$3.94万 | 减仓 |
| ABBV | ABBVIE INC | $244.65万 | 1.53% | 11,249 | 328 | 3.0% | $7.13万 | 加仓 |
| CSCO | CISCO SYS INC | $248.71万 | 1.56% | 32,054 | -64 | -0.2% | -$4,966 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $252.32万 | 1.58% | 66,681 | 2,951 | 4.6% | $11.17万 | 加仓 |
| SHEL | SHELL PLC | $258.63万 | 1.62% | 27,809 | -304 | -1.1% | -$2.83万 | 减仓 |
| VLO | VALERO ENERGY CORP | $260.20万 | 1.63% | 10,531 | 40 | 0.4% | $9,883 | 加仓 |
| MSFT | MICROSOFT CORP | $265.53万 | 1.66% | 7,173 | -81 | -1.1% | -$3.00万 | 减仓 |
| MRK | MERCK & CO INC | $273.79万 | 1.71% | 22,761 | 988 | 4.5% | $11.88万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $294.70万 | 1.85% | 163,540 | 9,015 | 5.8% | $16.25万 | 加仓 |
| BAC | BANK AMERICA CORP | $310.95万 | 1.95% | 63,785 | 1,444 | 2.3% | $7.04万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $311.12万 | 1.95% | 21,269 | 2,139 | 11.2% | $31.29万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $342.21万 | 2.14% | 13,657 | 999 | 7.9% | $25.03万 | 加仓 |
| KLAC | KLA CORP | $347.62万 | 2.18% | 2,361 | -12 | -0.5% | -$1.77万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $357.68万 | 2.24% | 16,927 | 759 | 4.7% | $16.04万 | 加仓 |
| T | AT&T INC | $383.96万 | 2.40% | 132,446 | 1,907 | 1.5% | $5.53万 | 加仓 |
| CVX | CHEVRON CORPORATION | $411.73万 | 2.58% | 19,900 | -545 | -2.7% | -$11.28万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $442.36万 | 2.77% | 13,094 | 653 | 5.2% | $22.06万 | 加仓 |
| AAPL | APPLE INC | $444.63万 | 2.78% | 17,520 | 505 | 3.0% | $12.82万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $500.55万 | 3.13% | 23,427 | 520 | 2.3% | $11.11万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $731.77万 | 4.58% | 41,959 | -2,451 | -5.5% | -$42.75万 | 减仓 |
| AVGO | BROADCOM INC | $884.94万 | 5.54% | 28,592 | 5 | 0.0% | $1,548 | 加仓 |