Cornerstone Select Advisors, LLC
ST. LOUIS MO · SEC CIK 0002055366
$2.38亿2026Q2 申报市值
149持仓数
34.5%前十大占比 · 第一大 6.9%
27 / 6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
LRCX 加仓+$274.69万
MU 加仓+$130.78万
DELL 加仓+$112.27万
AVGO 加仓+$105.13万
PLTR 加仓+$93.37万
2026Q2 卖出最多 按季末市值估算
TGTX 减仓-$36.76万
ISRG 清仓-$26.28万
ADBE 清仓-$25.16万
ESLT 清仓-$21.99万
DVN 清仓-$21.56万
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 |
|---|---|---|---|---|---|---|---|---|
| XLI | SELECT SECTOR SPDR TR | $127.94万 | 0.54% | 6,907 | 830 | 13.7% | $15.37万 | 加仓 |
| V | VISA INC | $129.79万 | 0.55% | 3,783 | -16 | -0.4% | -$5,489 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $130.84万 | 0.55% | 27,442 | 4,569 | 20.0% | $21.78万 | 加仓 |
| TFC | TRUIST FINL CORP | $131.02万 | 0.55% | 26,299 | 4,068 | 18.3% | $20.27万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $133.50万 | 0.56% | 14,039 | 1,551 | 12.4% | $14.75万 | 加仓 |
| UGI | UGI CORP NEW | $145.82万 | 0.61% | 42,218 | 2,094 | 5.2% | $7.23万 | 加仓 |
| COHR | COHERENT CORP | $166.66万 | 0.70% | 4,225 | 2,045 | 93.8% | $80.67万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $169.12万 | 0.71% | 4,506 | 527 | 13.2% | $19.78万 | 加仓 |
| EME | EMCOR GROUP INC | $169.75万 | 0.71% | 2,046 | 882 | 75.8% | $73.18万 | 加仓 |
| AMGN | AMGEN INC | $171.75万 | 0.72% | 4,743 | 359 | 8.2% | $13.00万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $171.90万 | 0.72% | 23,961 | 1,565 | 7.0% | $11.23万 | 加仓 |
| ASML | ASML HLDG NV | $184.62万 | 0.78% | 928 | 258 | 38.5% | $51.33万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $186.00万 | 0.78% | 6,401 | 87 | 1.4% | $2.53万 | 加仓 |
| ORCL | ORACLE CORP | $197.48万 | 0.83% | 13,476 | 1,590 | 13.4% | $23.30万 | 加仓 |
| MO | ALTRIA GROUP INC | $202.87万 | 0.85% | 28,195 | 6,098 | 27.6% | $43.88万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $204.50万 | 0.86% | 4,282 | -74 | -1.7% | -$3.53万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $212.72万 | 0.90% | 50,240 | 2,194 | 4.6% | $9.29万 | 加仓 |
| CAT | CATERPILLAR INC | $215.96万 | 0.91% | 2,028 | 175 | 9.4% | $18.64万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $219.48万 | 0.92% | 48,654 | 6,155 | 14.5% | $27.76万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $220.95万 | 0.93% | 40,217 | -6,691 | -14.3% | -$36.76万 | 减仓 |
| SHEL | SHELL PLC | $224.51万 | 0.94% | 28,955 | 1,146 | 4.1% | $8.89万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $233.21万 | 0.98% | 8,293 | 1,068 | 14.8% | $30.03万 | 加仓 |
| META | META PLATFORMS INC | $233.22万 | 0.98% | 4,140 | 512 | 14.1% | $28.84万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $236.81万 | 1.00% | 18,744 | 3,140 | 20.1% | $39.67万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $237.65万 | 1.00% | 4,091 | 413 | 11.2% | $23.99万 | 加仓 |
| WMT | WALMART INC | $242.91万 | 1.02% | 21,447 | 2,685 | 14.3% | $30.41万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $251.25万 | 1.06% | 9,239 | 1,402 | 17.9% | $38.13万 | 加仓 |
| GOOGL | ALPHABET INC | $254.53万 | 1.07% | 7,122 | 643 | 9.9% | $22.98万 | 加仓 |
| WCC | WESCO INTL INC | $258.00万 | 1.09% | 7,469 | 249 | 3.4% | $8.60万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $294.46万 | 1.24% | 80,102 | 13,421 | 20.1% | $49.34万 | 加仓 |
| MSFT | MICROSOFT CORP | $299.14万 | 1.26% | 8,019 | 846 | 11.8% | $31.56万 | 加仓 |
| T | AT&T INC | $301.69万 | 1.27% | 145,746 | 13,300 | 10.0% | $27.53万 | 加仓 |
| AMZN | AMAZON COM INC | $309.75万 | 1.30% | 12,996 | 1,494 | 13.0% | $35.61万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $314.67万 | 1.32% | 18,523 | 2,392 | 14.8% | $40.64万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $318.00万 | 1.34% | 171,613 | 8,073 | 4.9% | $14.96万 | 加仓 |
| MRK | MERCK & CO INC | $327.97万 | 1.38% | 25,523 | 2,762 | 12.1% | $35.49万 | 加仓 |
| ABBV | ABBVIE INC | $332.72万 | 1.40% | 13,222 | 1,973 | 17.5% | $49.65万 | 加仓 |
| GLW | CORNING INC | $338.34万 | 1.42% | 13,246 | 67 | 0.5% | $1.71万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $341.52万 | 1.44% | 29,272 | 8,003 | 37.6% | $93.37万 | 加仓 |
| VLO | VALERO ENERGY CORP | $345.99万 | 1.46% | 13,285 | 2,754 | 26.2% | $71.72万 | 加仓 |
| SMH | VANECK ETF TRUST | $357.00万 | 1.50% | 5,443 | -133 | -2.4% | -$8.72万 | 减仓 |
| BAC | BANK OF AMER CORP | $392.78万 | 1.65% | 68,933 | 5,148 | 8.1% | $29.33万 | 加仓 |
| CVX | CHEVRON CORPORATION | $402.56万 | 1.69% | 24,286 | 4,386 | 22.0% | $72.70万 | 加仓 |
| CSCO | CISCO SYS INC | $409.97万 | 1.73% | 34,903 | 2,849 | 8.9% | $33.46万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $438.44万 | 1.85% | 18,456 | 1,529 | 9.0% | $36.32万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $439.11万 | 1.85% | 5,754 | 612 | 11.9% | $46.70万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $446.91万 | 1.88% | 13,105 | 1,429 | 12.2% | $48.73万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $486.83万 | 2.05% | 11,283 | 2,602 | 30.0% | $112.27万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $510.05万 | 2.15% | 15,234 | 1,577 | 11.5% | $52.80万 | 加仓 |
| AAPL | APPLE INC | $571.54万 | 2.41% | 19,752 | 2,232 | 12.7% | $64.58万 | 加仓 |
| KLAC | KLA CORP | $772.32万 | 3.25% | 25,598 | 1,988 | 8.4% | $59.98万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $864.56万 | 3.64% | 43,208 | 1,249 | 3.0% | $24.99万 | 加仓 |
| AVGO | BROADCOM INC | $1,185.21万 | 4.99% | 31,375 | 2,783 | 9.7% | $105.13万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,289.87万 | 5.43% | 29,766 | 6,339 | 27.1% | $274.69万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,642.19万 | 6.91% | 14,227 | 1,133 | 8.7% | $130.78万 | 加仓 |