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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $884.94万 | 5.54% | 28,592 | 5 | 0.0% | $1,548 | 加仓 |
| NVDA | NVIDIA CORPORATION | $731.77万 | 4.58% | 41,959 | -2,451 | -5.5% | -$42.75万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $500.55万 | 3.13% | 23,427 | 520 | 2.3% | $11.11万 | 加仓 |
| AAPL | APPLE INC | $444.63万 | 2.78% | 17,520 | 505 | 3.0% | $12.82万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $442.36万 | 2.77% | 13,094 | 653 | 5.2% | $22.06万 | 加仓 |
| CVX | CHEVRON CORPORATION | $411.73万 | 2.58% | 19,900 | -545 | -2.7% | -$11.28万 | 减仓 |
| T | AT&T INC | $383.96万 | 2.40% | 132,446 | 1,907 | 1.5% | $5.53万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $357.68万 | 2.24% | 16,927 | 759 | 4.7% | $16.04万 | 加仓 |
| KLAC | KLA CORP | $347.62万 | 2.18% | 2,361 | -12 | -0.5% | -$1.77万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $342.21万 | 2.14% | 13,657 | 999 | 7.9% | $25.03万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $311.12万 | 1.95% | 21,269 | 2,139 | 11.2% | $31.29万 | 加仓 |
| BAC | BANK AMERICA CORP | $310.95万 | 1.95% | 63,785 | 1,444 | 2.3% | $7.04万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $294.70万 | 1.85% | 163,540 | 9,015 | 5.8% | $16.25万 | 加仓 |
| MRK | MERCK & CO INC | $273.79万 | 1.71% | 22,761 | 988 | 4.5% | $11.88万 | 加仓 |
| MSFT | MICROSOFT CORP | $265.53万 | 1.66% | 7,173 | -81 | -1.1% | -$3.00万 | 减仓 |
| VLO | VALERO ENERGY CORP | $260.20万 | 1.63% | 10,531 | 40 | 0.4% | $9,883 | 加仓 |
| SHEL | SHELL PLC | $258.63万 | 1.62% | 27,809 | -304 | -1.1% | -$2.83万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $252.32万 | 1.58% | 66,681 | 2,951 | 4.6% | $11.17万 | 加仓 |
| CSCO | CISCO SYS INC | $248.71万 | 1.56% | 32,054 | -64 | -0.2% | -$4,966 | 减仓 |
| ABBV | ABBVIE INC | $244.65万 | 1.53% | 11,249 | 328 | 3.0% | $7.13万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $241.19万 | 1.51% | 48,046 | -784 | -1.6% | -$3.94万 | 减仓 |
| AMZN | AMAZON COM INC | $239.55万 | 1.50% | 11,502 | 1,014 | 9.7% | $21.12万 | 加仓 |
| WMT | WALMART INC | $233.17万 | 1.46% | 18,762 | 422 | 2.3% | $5.24万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $217.94万 | 1.36% | 6,314 | 58 | 0.9% | $2.00万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $217.47万 | 1.36% | 15,604 | 1,270 | 8.9% | $17.70万 | 加仓 |
| SMH | VANECK ETF TRUST | $213.78万 | 1.34% | 5,576 | 5,576 | — | $213.78万 | 新建仓 |
| META | META PLATFORMS INC | $207.58万 | 1.30% | 3,628 | 153 | 4.4% | $8.75万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $200.75万 | 1.26% | 5,142 | 576 | 12.6% | $22.49万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $198.06万 | 1.24% | 16,131 | 966 | 6.4% | $11.86万 | 加仓 |
| WCC | WESCO INTL INC | $197.55万 | 1.24% | 7,220 | -138 | -1.9% | -$3.78万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $187.19万 | 1.17% | 11,676 | 712 | 6.5% | $11.41万 | 加仓 |
| GOOGL | ALPHABET INC | $186.32万 | 1.17% | 6,479 | 868 | 15.5% | $24.96万 | 加仓 |
| GLW | CORNING INC | $179.20万 | 1.12% | 13,179 | -124 | -0.9% | -$1.69万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $175.13万 | 1.10% | 7,225 | 101 | 1.4% | $2.45万 | 加仓 |
| ORCL | ORACLE CORP | $174.85万 | 1.09% | 11,886 | 1,731 | 17.0% | $25.46万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $155.83万 | 0.98% | 46,908 | -7,177 | -13.3% | -$23.84万 | 减仓 |
| AMGN | AMGEN INC | $154.26万 | 0.97% | 4,384 | 317 | 7.8% | $11.15万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $147.21万 | 0.92% | 4,356 | -99 | -2.2% | -$3.35万 | 减仓 |
| UGI | UGI CORP NEW | $146.13万 | 0.91% | 40,124 | 5,515 | 15.9% | $20.09万 | 加仓 |
| MO | ALTRIA GROUP INC | $145.82万 | 0.91% | 22,097 | 152 | 0.7% | $1.00万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $142.48万 | 0.89% | 8,681 | 584 | 7.2% | $9.59万 | 加仓 |
| CAT | CATERPILLAR INC | $131.28万 | 0.82% | 1,853 | 133 | 7.7% | $9.42万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $130.43万 | 0.82% | 22,396 | -1,143 | -4.9% | -$6.66万 | 减仓 |
| — | EXXON MOBIL CORP | $126.25万 | 0.79% | 7,442 | 803 | 12.1% | $13.62万 | 加仓 |
| V | VISA INC | $114.82万 | 0.72% | 3,799 | 25 | 0.7% | $7,556 | 加仓 |
| VFH | VANGUARD WORLD FD | $114.68万 | 0.72% | 9,493 | 9,493 | — | $114.68万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $112.85万 | 0.71% | 18,607 | -1,963 | -9.5% | -$11.91万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $110.56万 | 0.69% | 3,979 | -29 | -0.7% | -$8,058 | 减仓 |
| ALL | ALLSTATE CORP | $103.50万 | 0.65% | 4,992 | 100 | 2.0% | $2.07万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $103.01万 | 0.64% | 12,488 | -120 | -1.0% | -$9,899 | 减仓 |
| TFC | TRUIST FINL CORP | $102.20万 | 0.64% | 22,231 | -2,662 | -10.7% | -$12.24万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $101.19万 | 0.63% | 42,499 | 861 | 2.1% | $2.05万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $100.23万 | 0.63% | 22,873 | 1,358 | 6.3% | $5.95万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $98.29万 | 0.62% | 6,077 | 6,077 | — | $98.29万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $92.67万 | 0.58% | 5,959 | 98 | 1.7% | $1.52万 | 加仓 |
| AGNC | AGNC INVT CORP | $91.13万 | 0.57% | 90,859 | 40,114 | 79.1% | $40.23万 | 加仓 |
| VHT | VANGUARD WORLD FD | $90.66万 | 0.57% | 3,329 | 3,329 | — | $90.66万 | 新建仓 |
| ASML | ASML HLDG NV | $88.50万 | 0.55% | 670 | -1 | -0.1% | -$1,321 | 减仓 |
| EME | EMCOR GROUP INC | $85.98万 | 0.54% | 1,164 | 61 | 5.5% | $4.51万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $85.16万 | 0.53% | 13,901 | 13,901 | — | $85.16万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $82.06万 | 0.51% | 3,357 | 128 | 4.0% | $3.13万 | 加仓 |
| TPR | TAPESTRY INC | $79.59万 | 0.50% | 5,640 | -1,535 | -21.4% | -$21.66万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $79.42万 | 0.50% | 7,288 | 7,288 | — | $79.42万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $78.16万 | 0.49% | 2,657 | 541 | 25.6% | $15.91万 | 加仓 |
| MPLX | MPLX LP | $75.67万 | 0.47% | 13,259 | 13,259 | — | $75.67万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $74.82万 | 0.47% | 3,678 | 48 | 1.3% | $9,765 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $73.57万 | 0.46% | 7,837 | 3,473 | 79.6% | $32.60万 | 加仓 |
| SLB | SLB LIMITED | $71.61万 | 0.45% | 13,936 | 456 | 3.4% | $2.34万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $67.37万 | 0.42% | 3,743 | -102 | -2.7% | -$1.84万 | 减仓 |
| UNP | UNION PAC CORP | $66.75万 | 0.42% | 2,751 | -7 | -0.3% | -$1,699 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $62.02万 | 0.39% | 16,877 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $58.48万 | 0.37% | 2,604 | 2,604 | — | $58.48万 | 新建仓 |
| CMI | CUMMINS INC | $57.03万 | 0.36% | 1,060 | -28 | -2.6% | -$1.51万 | 减仓 |
| COHR | COHERENT CORP | $51.93万 | 0.33% | 2,180 | 424 | 24.1% | $10.10万 | 加仓 |
| CRM | SALESFORCE INC | $51.89万 | 0.32% | 2,780 | 172 | 6.6% | $3.21万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $50.06万 | 0.31% | 2,744 | 428 | 18.5% | $7.81万 | 加仓 |
| RTX | RTX CORPORATION | $49.94万 | 0.31% | 2,589 | 517 | 25.0% | $9.97万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $49.33万 | 0.31% | 26,739 | 9,565 | 55.7% | $17.65万 | 加仓 |
| IWM | ISHARES TR | $47.72万 | 0.30% | 1,924 | -693 | -26.5% | -$17.19万 | 减仓 |
| FTNT | FORTINET INC | $44.64万 | 0.28% | 5,463 | -200 | -3.5% | -$1.63万 | 减仓 |
| RSSL | GLOBAL X FDS | $44.40万 | 0.28% | 4,571 | -54 | -1.2% | -$5,245 | 减仓 |
| IVV | ISHARES TR | $44.35万 | 0.28% | 679 | -11 | -1.6% | -$7,185 | 减仓 |
| GM | GENERAL MTRS CO | $40.99万 | 0.26% | 5,502 | 155 | 2.9% | $1.15万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $40.49万 | 0.25% | 3,089 | 86 | 2.9% | $1.13万 | 加仓 |
| URI | UNITED RENTALS INC | $40.36万 | 0.25% | 554 | -2 | -0.4% | -$1,457 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $36.99万 | 0.23% | 4,170 | 4,170 | — | $36.99万 | 新建仓 |
| MET | METLIFE INC | $35.27万 | 0.22% | 4,987 | 7 | 0.1% | $495 | 加仓 |
| MCK | MCKESSON CORP | $34.27万 | 0.21% | 396 | 121 | 44.0% | $10.47万 | 加仓 |
| VVX | V2X INC | $33.05万 | 0.21% | 4,825 | 13 | 0.3% | $891 | 加仓 |
| ET | ENERGY TRANSFER L P | $32.92万 | 0.21% | 17,054 | 2,379 | 16.2% | $4.59万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $32.77万 | 0.21% | 7,065 | -272 | -3.7% | -$1.26万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $32.69万 | 0.20% | 3,541 | 3,541 | — | $32.69万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $30.62万 | 0.19% | 3,135 | 457 | 17.1% | $4.46万 | 加仓 |
| MELI | MERCADOLIBRE INC | $30.60万 | 0.19% | 177 | 1 | 0.6% | $1,729 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $28.85万 | 0.18% | 4,908 | 250 | 5.4% | $1.47万 | 加仓 |
| CBRE | CBRE GROUP INC | $28.01万 | 0.18% | 2,068 | -4 | -0.2% | -$542 | 减仓 |
| BG | BUNGE GLOBAL SA | $27.79万 | 0.17% | 2,185 | -627 | -22.3% | -$7.98万 | 重新持有 |
| AIQ | GLOBAL X FDS | $27.05万 | 0.17% | 5,795 | 1,527 | 35.8% | $7.13万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $26.83万 | 0.17% | 3,630 | 369 | 11.3% | $2.73万 | 加仓 |
| TGT | TARGET CORP | $26.57万 | 0.17% | 2,192 | 55 | 2.6% | $6,666 | 加仓 |