13F 机构持仓

Cornerstone Select Advisors, LLC

ST. LOUIS MO · SEC CIK 0002055366

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.38亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AVGO 5.5%
NVDA 4.6%
LRCX 3.1%
AAPL 2.8%
MU 2.8%
CVX 2.6%
T 2.4%
CAH 2.2%
KLAC 2.2%
VRT 2.1%

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
OGE OGE ENERGY CORP $26.31万0.16%5,486 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $26.28万0.16%570 61.1% $2,766 加仓
HD HOME DEPOT INC $26.11万0.16%794 162.1% $5,262 加仓
MDB MONGODB INC $25.68万0.16%1,049 -427-28.9% -$10.45万 减仓
NSC NORFOLK SOUTHN CORP $25.57万0.16%891 00.0% — 不变
ADBE ADOBE INC $25.16万0.16%1,035 -208-16.7% -$5.06万 减仓
CSX CSX CORP $24.08万0.15%5,865 00.0% — 不变
TX TERNIUM SA $23.64万0.15%5,888 4227.7% $1.69万 加仓
GRNY TIDAL TRUST I $23.10万0.14%9,677 1,36216.4% $3.25万 加仓
BKR BAKER HUGHES COMPANY $23.06万0.14%3,777 3,777— $23.06万 新建仓
BBT BEACON FINANCIAL CORP. $22.02万0.14%7,340 7,340— $22.02万 新建仓
ESLT ELBIT SYS LTD $21.99万0.14%259 259— $21.99万 新建仓
DVN DEVON ENERGY CORP NEW $21.56万0.14%4,285 4,285— $21.56万 新建仓
CG CARLYLE GROUP INC $21.36万0.13%4,415 00.0% — 不变
TAK TAKEDA PHARMACEUTICAL CO LTD $21.28万0.13%11,492 -98-0.8% -$1,815 减仓
FDX FEDEX CORP $21.26万0.13%597 597— $21.26万 新建仓
VAW VANGUARD WORLD FD $21.07万0.13%935 935— $21.07万 新建仓
PFFD GLOBAL X FDS $20.84万0.13%11,327 -222-1.9% -$4,085 减仓
APLD APPLIED DIGITAL CORP $20.72万0.13%8,727 8,727— $20.72万 新建仓
SPY STATE STR SPDR S&P 500 ETF T $20.58万0.13%316 61.9% $3,907 加仓
IVZ INVESCO LTD $20.57万0.13%8,468 2222.7% $5,392 加仓
NWG NATWEST GROUP PLC $19.16万0.12%12,858 4473.6% $6,660 加仓
BTQ BTQ TECHNOLOGIES CORP $5.50万0.03%20,590 5,64537.8% $1.51万 加仓
— HERON THERAPEUTICS INC $4.75万0.03%59,414 1,3442.3% $1,075 加仓
— MRV FINANCIAL CORP COMMON STOCK $00.00%0 -13,950-100.0% -$36.10万 清仓
GD GENERAL DYNAMICS CORP $00.00%0 -854-100.0% -$28.75万 清仓
KHC KRAFT HEINZ CO $00.00%0 -11,232-100.0% -$27.24万 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 —— — 申报中断
KWEB KRANESHARES TRUST $00.00%0 -7,138-100.0% -$24.30万 清仓
ARKB ARK 21SHARES BITCOIN ETF $00.00%0 -7,869-100.0% -$22.85万 清仓
MA MASTERCARD INCORPORATED $00.00%0 —— — 申报中断
WFC WELLS FARGO & CO $00.00%0 —— — 申报中断
SPGI S&P GLOBAL INC $00.00%0 -406-100.0% -$21.22万 清仓
PLD PROLOGIS INC. $00.00%0 -1,628-100.0% -$20.78万 清仓
GOOG ALPHABET INC $00.00%0 —— — 申报中断