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 |
|---|---|---|---|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -570 | -100.0% | -$26.28万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,035 | -100.0% | -$25.16万 | 清仓 |
| ESLT | ELBIT SYS LTD | $0 | 0.00% | 0 | -259 | -100.0% | -$21.99万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -4,285 | -100.0% | -$21.56万 | 清仓 |
| CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | -4,415 | -100.0% | -$21.36万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -597 | -100.0% | -$21.26万 | 清仓 |
| — | HERON THERAPEUTICS INC | $1.71万 | 0.01% | 39,964 | -19,450 | -32.7% | -$8,301 | 减仓 |
| — | SAFE PRO GROUP INC | $5.07万 | 0.02% | 11,700 | 11,700 | — | $5.07万 | 新建仓 |
| PRTA | PROTHENA CORP PLC | $9.79万 | 0.04% | 10,000 | 10,000 | — | $9.79万 | 新建仓 |
| BTQ | BTQ TECHNOLOGIES CORP | $15.50万 | 0.07% | 28,760 | 8,170 | 39.7% | $4.40万 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $16.16万 | 0.07% | 17,050 | 17,050 | — | $16.16万 | 新建仓 |
| — | ROADZEN INC | $16.72万 | 0.07% | 114,500 | 114,500 | — | $16.72万 | 新建仓 |
| FSK | FS KKR CAP CORP | $20.05万 | 0.08% | 19,091 | 19,091 | — | $20.05万 | 新建仓 |
| PFFD | GLOBAL X FDS | $20.35万 | 0.09% | 10,890 | -437 | -3.9% | -$8,168 | 减仓 |
| EXC | EXELON CORP | $20.86万 | 0.09% | 4,475 | 4,475 | — | $20.86万 | 新建仓 |
| NTRA | NATERA INC | $20.90万 | 0.09% | 770 | 770 | — | $20.90万 | 新建仓 |
| IVZ | INVESCO LTD | $20.91万 | 0.09% | 7,923 | -545 | -6.4% | -$1.44万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $21.15万 | 0.09% | 8,161 | 8,161 | — | $21.15万 | 新建仓 |
| VAW | VANGUARD WORLD FD | $21.37万 | 0.09% | 934 | -1 | -0.1% | -$229 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $21.49万 | 0.09% | 2,978 | -28 | -0.9% | -$2,020 | 重新持有 |
| MPC | MARATHON PETE CORP | $21.99万 | 0.09% | 860 | 860 | — | $21.99万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.11万 | 0.09% | 441 | 441 | — | $22.11万 | 新建仓 |
| GEV | GE VERNOVA INC | $22.20万 | 0.09% | 189 | 189 | — | $22.20万 | 新建仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $22.75万 | 0.10% | 14,194 | 2,702 | 23.5% | $4.33万 | 加仓 |
| BBT | BEACON FINANCIAL CORP. | $23.06万 | 0.10% | 7,574 | 234 | 3.2% | $7,125 | 加仓 |
| IREN | IREN LIMITED | $23.16万 | 0.10% | 5,064 | 5,064 | — | $23.16万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $23.28万 | 0.10% | 781 | 781 | — | $23.28万 | 新建仓 |
| NWG | NATWEST GROUP PLC | $23.62万 | 0.10% | 13,395 | 537 | 4.2% | $9,467 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $23.63万 | 0.10% | 316 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $24.00万 | 0.10% | 2,008 | 2,008 | — | $24.00万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $24.12万 | 0.10% | 2,260 | 75 | 3.4% | $8,005 | 加仓 |
| QQQ | INVESCO QQQ TR | $24.31万 | 0.10% | 330 | 330 | — | $24.31万 | 新建仓 |
| COP | CONOCOPHILLIPS | $25.52万 | 0.11% | 2,455 | 2,455 | — | $25.52万 | 新建仓 |
| GDX | VANECK ETF TRUST | $25.63万 | 0.11% | 3,397 | 3,397 | — | $25.63万 | 新建仓 |
| TX | TERNIUM SA | $25.67万 | 0.11% | 6,012 | 124 | 2.1% | $5,295 | 加仓 |
| CBRE | CBRE GROUP INC | $27.17万 | 0.11% | 2,017 | -51 | -2.5% | -$6,869 | 减仓 |
| MA | MASTERCARD INCORPORATED | $27.17万 | 0.11% | 529 | 132 | 33.2% | $6.78万 | 重新持有 |
| QSR | RESTAURANT BRANDS INTL INC | $27.58万 | 0.12% | 3,803 | 173 | 4.8% | $1.25万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $28.03万 | 0.12% | 891 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $28.63万 | 0.12% | 2,192 | 0 | 0.0% | — | 不变 |
| GRNY | TIDAL TRUST I | $28.77万 | 0.12% | 10,406 | 729 | 7.5% | $2.02万 | 加仓 |
| HD | HOME DEPOT INC | $29.63万 | 0.12% | 840 | 46 | 5.8% | $1.62万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $29.69万 | 0.12% | 7,380 | 7,380 | — | $29.69万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $30.04万 | 0.13% | 177 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $30.30万 | 0.13% | 401 | 5 | 1.3% | $3,778 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $30.80万 | 0.13% | 3,345 | -196 | -5.5% | -$1.80万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $31.90万 | 0.13% | 1,674 | 1,674 | — | $31.90万 | 新建仓 |
| CRM | SALESFORCE INC | $32.30万 | 0.14% | 2,062 | -718 | -25.8% | -$11.25万 | 减仓 |
| WULF | TERAWULF INC | $32.91万 | 0.14% | 13,324 | 13,324 | — | $32.91万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $33.00万 | 0.14% | 3,058 | -77 | -2.5% | -$8,310 | 减仓 |
| ET | ENERGY TRANSFER L P | $33.15万 | 0.14% | 17,338 | 284 | 1.7% | $5,430 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $33.45万 | 0.14% | 8,967 | 240 | 2.8% | $8,952 | 加仓 |
| MDB | MONGODB INC | $33.89万 | 0.14% | 1,009 | -40 | -3.8% | -$1.34万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $34.54万 | 0.15% | 7,325 | 260 | 3.7% | $1.23万 | 加仓 |
| WFC | WELLS FARGO & CO | $34.80万 | 0.15% | 4,211 | 1,915 | 83.4% | $15.83万 | 重新持有 |
| BKR | BAKER HUGHES COMPANY | $35.47万 | 0.15% | 6,391 | 2,614 | 69.2% | $14.51万 | 加仓 |
| CSX | CSX CORP | $36.41万 | 0.15% | 7,660 | 1,795 | 30.6% | $8.53万 | 加仓 |
| SNOW | SNOWFLAKE INC | $36.78万 | 0.15% | 1,445 | 1,445 | — | $36.78万 | 新建仓 |
| OGE | OGE ENERGY CORP | $37.27万 | 0.16% | 7,660 | 2,174 | 39.6% | $10.58万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $37.40万 | 0.16% | 5,947 | 1,039 | 21.2% | $6.53万 | 加仓 |
| AMAT | APPLIED MATLS INC | $38.32万 | 0.16% | 530 | 530 | — | $38.32万 | 新建仓 |
| LLY | ELI LILLY & CO | $39.22万 | 0.17% | 327 | 327 | — | $39.22万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $40.17万 | 0.17% | 4,166 | -4 | -0.1% | -$386 | 减仓 |
| TE | T1 ENERGY INC | $40.24万 | 0.17% | 42,447 | 42,447 | — | $40.24万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $41.69万 | 0.18% | 3,047 | -42 | -1.4% | -$5,746 | 减仓 |
| VVX | V2X INC | $42.47万 | 0.18% | 5,696 | 871 | 18.1% | $6.49万 | 加仓 |
| GOOG | ALPHABET INC | $46.25万 | 0.19% | 1,309 | 664 | 102.9% | $23.46万 | 重新持有 |
| PWR | QUANTA SVCS INC | $46.30万 | 0.19% | 643 | 643 | — | $46.30万 | 新建仓 |
| MET | METLIFE INC | $46.45万 | 0.20% | 5,490 | 503 | 10.1% | $4.26万 | 加仓 |
| FIX | COMFORT SYS USA INC | $46.49万 | 0.20% | 235 | 235 | — | $46.49万 | 新建仓 |
| AIQ | GLOBAL X FDS | $46.51万 | 0.20% | 7,089 | 1,294 | 22.3% | $8.49万 | 加仓 |
| IVV | ISHARES TR | $50.85万 | 0.21% | 679 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $53.48万 | 0.23% | 5,194 | -765 | -12.8% | -$7.88万 | 减仓 |
| RTX | RTX CORPORATION | $53.48万 | 0.23% | 2,819 | 230 | 8.9% | $4.36万 | 加仓 |
| RSSL | GLOBAL X FDS | $54.74万 | 0.23% | 4,643 | 72 | 1.6% | $8,488 | 加仓 |
| GM | GENERAL MTRS CO | $56.49万 | 0.24% | 7,329 | 1,827 | 33.2% | $14.08万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $58.87万 | 0.25% | 31,200 | 31,200 | — | $58.87万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $59.01万 | 0.25% | 2,617 | 13 | 0.5% | $2,931 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $65.90万 | 0.28% | 16,877 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $67.92万 | 0.29% | 14,610 | 674 | 4.8% | $3.13万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $70.84万 | 0.30% | 3,531 | 787 | 28.7% | $15.79万 | 加仓 |
| IWM | ISHARES TR | $71.15万 | 0.30% | 2,368 | 444 | 23.1% | $13.34万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $73.44万 | 0.31% | 13,827 | -74 | -0.5% | -$3,930 | 减仓 |
| UNP | UNION PAC CORP | $73.76万 | 0.31% | 2,712 | -39 | -1.4% | -$1.06万 | 减仓 |
| MPLX | MPLX LP | $81.44万 | 0.34% | 14,457 | 1,198 | 9.0% | $6.75万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $84.90万 | 0.36% | 7,239 | -49 | -0.7% | -$5,747 | 减仓 |
| URI | UNITED RENTALS INC | $92.22万 | 0.39% | 814 | 260 | 46.9% | $29.46万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $95.83万 | 0.40% | 35,050 | 8,311 | 31.1% | $22.72万 | 加仓 |
| TPR | TAPESTRY INC | $96.48万 | 0.41% | 6,591 | 951 | 16.9% | $13.92万 | 加仓 |
| VHT | VANGUARD WORLD FD | $100.05万 | 0.42% | 3,346 | 17 | 0.5% | $5,083 | 加仓 |
| FTNT | FORTINET INC | $103.85万 | 0.44% | 6,760 | 1,297 | 23.7% | $19.92万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $104.12万 | 0.44% | 4,100 | 743 | 22.1% | $18.87万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $108.05万 | 0.45% | 3,301 | 644 | 24.2% | $21.08万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $109.48万 | 0.46% | 19,000 | 393 | 2.1% | $2.26万 | 加仓 |
| AGNC | AGNC INVT CORP | $110.24万 | 0.46% | 101,142 | 10,283 | 11.3% | $11.21万 | 加仓 |
| — | EXXON MOBIL CORP | $118.23万 | 0.50% | 8,648 | 1,206 | 16.2% | $16.49万 | 加仓 |
| ALL | ALLSTATE CORP | $118.78万 | 0.50% | 4,992 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $120.03万 | 0.51% | 5,231 | 1,488 | 39.8% | $34.14万 | 加仓 |
| CMI | CUMMINS INC | $120.89万 | 0.51% | 1,695 | 635 | 59.9% | $45.29万 | 加仓 |
| VFH | VANGUARD WORLD FD | $125.36万 | 0.53% | 9,526 | 33 | 0.3% | $4,343 | 加仓 |