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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $1,642.19万 | 6.91% | 14,227 | 1,133 | 8.7% | $130.78万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,289.87万 | 5.43% | 29,766 | 6,339 | 27.1% | $274.69万 | 加仓 |
| AVGO | BROADCOM INC | $1,185.21万 | 4.99% | 31,375 | 2,783 | 9.7% | $105.13万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $864.56万 | 3.64% | 43,208 | 1,249 | 3.0% | $24.99万 | 加仓 |
| KLAC | KLA CORP | $772.32万 | 3.25% | 25,598 | 1,988 | 8.4% | $59.98万 | 加仓 |
| AAPL | APPLE INC | $571.54万 | 2.41% | 19,752 | 2,232 | 12.7% | $64.58万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $510.05万 | 2.15% | 15,234 | 1,577 | 11.5% | $52.80万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $486.83万 | 2.05% | 11,283 | 2,602 | 30.0% | $112.27万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $446.91万 | 1.88% | 13,105 | 1,429 | 12.2% | $48.73万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $439.11万 | 1.85% | 5,754 | 612 | 11.9% | $46.70万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $438.44万 | 1.85% | 18,456 | 1,529 | 9.0% | $36.32万 | 加仓 |
| CSCO | CISCO SYS INC | $409.97万 | 1.73% | 34,903 | 2,849 | 8.9% | $33.46万 | 加仓 |
| CVX | CHEVRON CORPORATION | $402.56万 | 1.69% | 24,286 | 4,386 | 22.0% | $72.70万 | 加仓 |
| BAC | BANK OF AMER CORP | $392.78万 | 1.65% | 68,933 | 5,148 | 8.1% | $29.33万 | 加仓 |
| SMH | VANECK ETF TRUST | $357.00万 | 1.50% | 5,443 | -133 | -2.4% | -$8.72万 | 减仓 |
| VLO | VALERO ENERGY CORP | $345.99万 | 1.46% | 13,285 | 2,754 | 26.2% | $71.72万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $341.52万 | 1.44% | 29,272 | 8,003 | 37.6% | $93.37万 | 加仓 |
| GLW | CORNING INC | $338.34万 | 1.42% | 13,246 | 67 | 0.5% | $1.71万 | 加仓 |
| ABBV | ABBVIE INC | $332.72万 | 1.40% | 13,222 | 1,973 | 17.5% | $49.65万 | 加仓 |
| MRK | MERCK & CO INC | $327.97万 | 1.38% | 25,523 | 2,762 | 12.1% | $35.49万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $318.00万 | 1.34% | 171,613 | 8,073 | 4.9% | $14.96万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $314.67万 | 1.32% | 18,523 | 2,392 | 14.8% | $40.64万 | 加仓 |
| AMZN | AMAZON COM INC | $309.75万 | 1.30% | 12,996 | 1,494 | 13.0% | $35.61万 | 加仓 |
| T | AT&T INC | $301.69万 | 1.27% | 145,746 | 13,300 | 10.0% | $27.53万 | 加仓 |
| MSFT | MICROSOFT CORP | $299.14万 | 1.26% | 8,019 | 846 | 11.8% | $31.56万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $294.46万 | 1.24% | 80,102 | 13,421 | 20.1% | $49.34万 | 加仓 |
| WCC | WESCO INTL INC | $258.00万 | 1.09% | 7,469 | 249 | 3.4% | $8.60万 | 加仓 |
| GOOGL | ALPHABET INC | $254.53万 | 1.07% | 7,122 | 643 | 9.9% | $22.98万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $251.25万 | 1.06% | 9,239 | 1,402 | 17.9% | $38.13万 | 加仓 |
| WMT | WALMART INC | $242.91万 | 1.02% | 21,447 | 2,685 | 14.3% | $30.41万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $237.65万 | 1.00% | 4,091 | 413 | 11.2% | $23.99万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $236.81万 | 1.00% | 18,744 | 3,140 | 20.1% | $39.67万 | 加仓 |
| META | META PLATFORMS INC | $233.22万 | 0.98% | 4,140 | 512 | 14.1% | $28.84万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $233.21万 | 0.98% | 8,293 | 1,068 | 14.8% | $30.03万 | 加仓 |
| SHEL | SHELL PLC | $224.51万 | 0.94% | 28,955 | 1,146 | 4.1% | $8.89万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $220.95万 | 0.93% | 40,217 | -6,691 | -14.3% | -$36.76万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $219.48万 | 0.92% | 48,654 | 6,155 | 14.5% | $27.76万 | 加仓 |
| CAT | CATERPILLAR INC | $215.96万 | 0.91% | 2,028 | 175 | 9.4% | $18.64万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $212.72万 | 0.90% | 50,240 | 2,194 | 4.6% | $9.29万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $204.50万 | 0.86% | 4,282 | -74 | -1.7% | -$3.53万 | 减仓 |
| MO | ALTRIA GROUP INC | $202.87万 | 0.85% | 28,195 | 6,098 | 27.6% | $43.88万 | 加仓 |
| ORCL | ORACLE CORP | $197.48万 | 0.83% | 13,476 | 1,590 | 13.4% | $23.30万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $186.00万 | 0.78% | 6,401 | 87 | 1.4% | $2.53万 | 加仓 |
| ASML | ASML HLDG NV | $184.62万 | 0.78% | 928 | 258 | 38.5% | $51.33万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $171.90万 | 0.72% | 23,961 | 1,565 | 7.0% | $11.23万 | 加仓 |
| AMGN | AMGEN INC | $171.75万 | 0.72% | 4,743 | 359 | 8.2% | $13.00万 | 加仓 |
| EME | EMCOR GROUP INC | $169.75万 | 0.71% | 2,046 | 882 | 75.8% | $73.18万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $169.12万 | 0.71% | 4,506 | 527 | 13.2% | $19.78万 | 加仓 |
| COHR | COHERENT CORP | $166.66万 | 0.70% | 4,225 | 2,045 | 93.8% | $80.67万 | 加仓 |
| UGI | UGI CORP NEW | $145.82万 | 0.61% | 42,218 | 2,094 | 5.2% | $7.23万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $133.50万 | 0.56% | 14,039 | 1,551 | 12.4% | $14.75万 | 加仓 |
| TFC | TRUIST FINL CORP | $131.02万 | 0.55% | 26,299 | 4,068 | 18.3% | $20.27万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $130.84万 | 0.55% | 27,442 | 4,569 | 20.0% | $21.78万 | 加仓 |
| V | VISA INC | $129.79万 | 0.55% | 3,783 | -16 | -0.4% | -$5,489 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $127.94万 | 0.54% | 6,907 | 830 | 13.7% | $15.37万 | 加仓 |
| VFH | VANGUARD WORLD FD | $125.36万 | 0.53% | 9,526 | 33 | 0.3% | $4,343 | 加仓 |
| CMI | CUMMINS INC | $120.89万 | 0.51% | 1,695 | 635 | 59.9% | $45.29万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $120.03万 | 0.51% | 5,231 | 1,488 | 39.8% | $34.14万 | 加仓 |
| ALL | ALLSTATE CORP | $118.78万 | 0.50% | 4,992 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $118.23万 | 0.50% | 8,648 | 1,206 | 16.2% | $16.49万 | 加仓 |
| AGNC | AGNC INVT CORP | $110.24万 | 0.46% | 101,142 | 10,283 | 11.3% | $11.21万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $109.48万 | 0.46% | 19,000 | 393 | 2.1% | $2.26万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $108.05万 | 0.45% | 3,301 | 644 | 24.2% | $21.08万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $104.12万 | 0.44% | 4,100 | 743 | 22.1% | $18.87万 | 加仓 |
| FTNT | FORTINET INC | $103.85万 | 0.44% | 6,760 | 1,297 | 23.7% | $19.92万 | 加仓 |
| VHT | VANGUARD WORLD FD | $100.05万 | 0.42% | 3,346 | 17 | 0.5% | $5,083 | 加仓 |
| TPR | TAPESTRY INC | $96.48万 | 0.41% | 6,591 | 951 | 16.9% | $13.92万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $95.83万 | 0.40% | 35,050 | 8,311 | 31.1% | $22.72万 | 加仓 |
| URI | UNITED RENTALS INC | $92.22万 | 0.39% | 814 | 260 | 46.9% | $29.46万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $84.90万 | 0.36% | 7,239 | -49 | -0.7% | -$5,747 | 减仓 |
| MPLX | MPLX LP | $81.44万 | 0.34% | 14,457 | 1,198 | 9.0% | $6.75万 | 加仓 |
| UNP | UNION PAC CORP | $73.76万 | 0.31% | 2,712 | -39 | -1.4% | -$1.06万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $73.44万 | 0.31% | 13,827 | -74 | -0.5% | -$3,930 | 减仓 |
| IWM | ISHARES TR | $71.15万 | 0.30% | 2,368 | 444 | 23.1% | $13.34万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $70.84万 | 0.30% | 3,531 | 787 | 28.7% | $15.79万 | 加仓 |
| SLB | SLB LIMITED | $67.92万 | 0.29% | 14,610 | 674 | 4.8% | $3.13万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $65.90万 | 0.28% | 16,877 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $59.01万 | 0.25% | 2,617 | 13 | 0.5% | $2,931 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $58.87万 | 0.25% | 31,200 | 31,200 | — | $58.87万 | 新建仓 |
| GM | GENERAL MTRS CO | $56.49万 | 0.24% | 7,329 | 1,827 | 33.2% | $14.08万 | 加仓 |
| RSSL | GLOBAL X FDS | $54.74万 | 0.23% | 4,643 | 72 | 1.6% | $8,488 | 加仓 |
| RTX | RTX CORPORATION | $53.48万 | 0.23% | 2,819 | 230 | 8.9% | $4.36万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $53.48万 | 0.23% | 5,194 | -765 | -12.8% | -$7.88万 | 减仓 |
| IVV | ISHARES TR | $50.85万 | 0.21% | 679 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $46.51万 | 0.20% | 7,089 | 1,294 | 22.3% | $8.49万 | 加仓 |
| FIX | COMFORT SYS USA INC | $46.49万 | 0.20% | 235 | 235 | — | $46.49万 | 新建仓 |
| MET | METLIFE INC | $46.45万 | 0.20% | 5,490 | 503 | 10.1% | $4.26万 | 加仓 |
| PWR | QUANTA SVCS INC | $46.30万 | 0.19% | 643 | 643 | — | $46.30万 | 新建仓 |
| GOOG | ALPHABET INC | $46.25万 | 0.19% | 1,309 | 664 | 102.9% | $23.46万 | 重新持有 |
| VVX | V2X INC | $42.47万 | 0.18% | 5,696 | 871 | 18.1% | $6.49万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $41.69万 | 0.18% | 3,047 | -42 | -1.4% | -$5,746 | 减仓 |
| TE | T1 ENERGY INC | $40.24万 | 0.17% | 42,447 | 42,447 | — | $40.24万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $40.17万 | 0.17% | 4,166 | -4 | -0.1% | -$386 | 减仓 |
| LLY | ELI LILLY & CO | $39.22万 | 0.17% | 327 | 327 | — | $39.22万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $38.32万 | 0.16% | 530 | 530 | — | $38.32万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $37.40万 | 0.16% | 5,947 | 1,039 | 21.2% | $6.53万 | 加仓 |
| OGE | OGE ENERGY CORP | $37.27万 | 0.16% | 7,660 | 2,174 | 39.6% | $10.58万 | 加仓 |
| SNOW | SNOWFLAKE INC | $36.78万 | 0.15% | 1,445 | 1,445 | — | $36.78万 | 新建仓 |
| CSX | CSX CORP | $36.41万 | 0.15% | 7,660 | 1,795 | 30.6% | $8.53万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $35.47万 | 0.15% | 6,391 | 2,614 | 69.2% | $14.51万 | 加仓 |