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 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO & CO | $34.80万 | 0.15% | 4,211 | 1,915 | 83.4% | $15.83万 | 重新持有 |
| FNF | FIDELITY NATL FINL INC | $34.54万 | 0.15% | 7,325 | 260 | 3.7% | $1.23万 | 加仓 |
| MDB | MONGODB INC | $33.89万 | 0.14% | 1,009 | -40 | -3.8% | -$1.34万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $33.45万 | 0.14% | 8,967 | 240 | 2.8% | $8,952 | 加仓 |
| ET | ENERGY TRANSFER L P | $33.15万 | 0.14% | 17,338 | 284 | 1.7% | $5,430 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $33.00万 | 0.14% | 3,058 | -77 | -2.5% | -$8,310 | 减仓 |
| WULF | TERAWULF INC | $32.91万 | 0.14% | 13,324 | 13,324 | — | $32.91万 | 新建仓 |
| CRM | SALESFORCE INC | $32.30万 | 0.14% | 2,062 | -718 | -25.8% | -$11.25万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $31.90万 | 0.13% | 1,674 | 1,674 | — | $31.90万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $30.80万 | 0.13% | 3,345 | -196 | -5.5% | -$1.80万 | 减仓 |
| MCK | MCKESSON CORP | $30.30万 | 0.13% | 401 | 5 | 1.3% | $3,778 | 加仓 |
| MELI | MERCADOLIBRE INC | $30.04万 | 0.13% | 177 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $29.69万 | 0.12% | 7,380 | 7,380 | — | $29.69万 | 新建仓 |
| HD | HOME DEPOT INC | $29.63万 | 0.12% | 840 | 46 | 5.8% | $1.62万 | 加仓 |
| GRNY | TIDAL TRUST I | $28.77万 | 0.12% | 10,406 | 729 | 7.5% | $2.02万 | 加仓 |
| TGT | TARGET CORP | $28.63万 | 0.12% | 2,192 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $28.03万 | 0.12% | 891 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC | $27.58万 | 0.12% | 3,803 | 173 | 4.8% | $1.25万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $27.17万 | 0.11% | 529 | 132 | 33.2% | $6.78万 | 重新持有 |
| CBRE | CBRE GROUP INC | $27.17万 | 0.11% | 2,017 | -51 | -2.5% | -$6,869 | 减仓 |
| TX | TERNIUM SA | $25.67万 | 0.11% | 6,012 | 124 | 2.1% | $5,295 | 加仓 |
| GDX | VANECK ETF TRUST | $25.63万 | 0.11% | 3,397 | 3,397 | — | $25.63万 | 新建仓 |
| COP | CONOCOPHILLIPS | $25.52万 | 0.11% | 2,455 | 2,455 | — | $25.52万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $24.31万 | 0.10% | 330 | 330 | — | $24.31万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $24.12万 | 0.10% | 2,260 | 75 | 3.4% | $8,005 | 加仓 |
| VGT | VANGUARD WORLD FD | $24.00万 | 0.10% | 2,008 | 2,008 | — | $24.00万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $23.63万 | 0.10% | 316 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC | $23.62万 | 0.10% | 13,395 | 537 | 4.2% | $9,467 | 加仓 |
| TXN | TEXAS INSTRS INC | $23.28万 | 0.10% | 781 | 781 | — | $23.28万 | 新建仓 |
| IREN | IREN LIMITED | $23.16万 | 0.10% | 5,064 | 5,064 | — | $23.16万 | 新建仓 |
| BBT | BEACON FINANCIAL CORP. | $23.06万 | 0.10% | 7,574 | 234 | 3.2% | $7,125 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $22.75万 | 0.10% | 14,194 | 2,702 | 23.5% | $4.33万 | 加仓 |
| GEV | GE VERNOVA INC | $22.20万 | 0.09% | 189 | 189 | — | $22.20万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.11万 | 0.09% | 441 | 441 | — | $22.11万 | 新建仓 |
| MPC | MARATHON PETE CORP | $21.99万 | 0.09% | 860 | 860 | — | $21.99万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $21.49万 | 0.09% | 2,978 | -28 | -0.9% | -$2,020 | 重新持有 |
| VAW | VANGUARD WORLD FD | $21.37万 | 0.09% | 934 | -1 | -0.1% | -$229 | 减仓 |
| SILJ | AMPLIFY ETF TR | $21.15万 | 0.09% | 8,161 | 8,161 | — | $21.15万 | 新建仓 |
| IVZ | INVESCO LTD | $20.91万 | 0.09% | 7,923 | -545 | -6.4% | -$1.44万 | 减仓 |
| NTRA | NATERA INC | $20.90万 | 0.09% | 770 | 770 | — | $20.90万 | 新建仓 |
| EXC | EXELON CORP | $20.86万 | 0.09% | 4,475 | 4,475 | — | $20.86万 | 新建仓 |
| PFFD | GLOBAL X FDS | $20.35万 | 0.09% | 10,890 | -437 | -3.9% | -$8,168 | 减仓 |
| FSK | FS KKR CAP CORP | $20.05万 | 0.08% | 19,091 | 19,091 | — | $20.05万 | 新建仓 |
| — | ROADZEN INC | $16.72万 | 0.07% | 114,500 | 114,500 | — | $16.72万 | 新建仓 |
| GSBD | GOLDMAN SACHS BDC INC | $16.16万 | 0.07% | 17,050 | 17,050 | — | $16.16万 | 新建仓 |
| BTQ | BTQ TECHNOLOGIES CORP | $15.50万 | 0.07% | 28,760 | 8,170 | 39.7% | $4.40万 | 加仓 |
| PRTA | PROTHENA CORP PLC | $9.79万 | 0.04% | 10,000 | 10,000 | — | $9.79万 | 新建仓 |
| — | SAFE PRO GROUP INC | $5.07万 | 0.02% | 11,700 | 11,700 | — | $5.07万 | 新建仓 |
| — | HERON THERAPEUTICS INC | $1.71万 | 0.01% | 39,964 | -19,450 | -32.7% | -$8,301 | 减仓 |
| 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 |