Limestone Investment Advisors LP
NEW YORK NY · SEC CIK 0002075597
$13.46亿2026Q2 申报市值
558持仓数
37.4%前十大占比 · 第一大 16.7%
229 / 133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
SPY 加仓+$4,721.53万
NKE 加仓+$551.14万
BRK/A 新建仓+$524.20万
VXX 加仓+$369.50万
NFLX 重新持有+$223.10万
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$1,003.05万
META 减仓-$919.46万
GOOGL 减仓-$683.51万
HSBC 减仓-$521.92万
ASML 清仓-$488.18万
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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $12.81万 | 0.01% | 6,190 | 6,190 | — | $12.81万 | 新建仓 |
| EMR | EMERSON ELEC CO 看跌期权 | $12.88万 | 0.01% | 900 | -2,100 | -70.0% | -$30.06万 | 重新持有 |
| MNST | MONSTER BEVERAGE CORP NEW 看涨期权 | $13.46万 | 0.01% | 1,400 | 1,400 | — | $13.46万 | 新建仓 |
| ALB | ALBEMARLE CORP 看跌期权 | $13.50万 | 0.01% | 1,000 | 1,000 | — | $13.50万 | 新建仓 |
| ULTA | ULTA BEAUTY INC 看涨期权 | $13.53万 | 0.01% | 300 | 300 | — | $13.53万 | 新建仓 |
| NVS | NOVARTIS AG 看涨期权 | $14.10万 | 0.01% | 900 | 700 | 350.0% | $10.97万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC 看涨期权 | $14.11万 | 0.01% | 1,800 | 1,800 | — | $14.11万 | 新建仓 |
| ZS | ZSCALER INC 看跌期权 | $14.12万 | 0.01% | 1,000 | 1,000 | — | $14.12万 | 新建仓 |
| MDT | MEDTRONIC PLC | $14.16万 | 0.01% | 1,810 | -620 | -25.5% | -$4.85万 | 重新持有 |
| ONON | ON HLDG AG 看涨期权 | $14.17万 | 0.01% | 4,000 | 4,000 | — | $14.17万 | 新建仓 |
| VEEV | VEEVA SYS INC 看涨期权 | $14.20万 | 0.01% | 800 | 800 | — | $14.20万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC 看涨期权 | $14.42万 | 0.01% | 700 | 700 | — | $14.42万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $14.59万 | 0.01% | 1,357 | 520 | 62.1% | $5.59万 | 加仓 |
| FSLR | FIRST SOLAR INC | $14.87万 | 0.01% | 630 | 630 | — | $14.87万 | 新建仓 |
| PINS | PINTEREST INC | $15.14万 | 0.01% | 7,200 | 7,200 | — | $15.14万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP 看涨期权 | $15.28万 | 0.01% | 300 | 300 | — | $15.28万 | 新建仓 |
| DBCA | D BORAL ACQUISITION I CORP | $15.45万 | 0.01% | 15,500 | 15,500 | — | $15.45万 | 新建仓 |
| LIN | LINDE PLC 看涨期权 | $15.57万 | 0.01% | 300 | -100 | -25.0% | -$5.19万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC 看跌期权 | $15.64万 | 0.01% | 1,100 | 1,100 | — | $15.64万 | 新建仓 |
| DHI | D R HORTON INC 看涨期权 | $16.29万 | 0.01% | 1,000 | -2,900 | -74.4% | -$47.24万 | 重新持有 |
| DOW | DOW HLDGS INC | $16.38万 | 0.01% | 5,985 | 5,985 | — | $16.38万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC 看跌期权 | $16.52万 | 0.01% | 500 | 500 | — | $16.52万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $16.53万 | 0.01% | 1,485 | 1,485 | — | $16.53万 | 新建仓 |
| CVX | CHEVRON CORPORATION 看跌期权 | $16.58万 | 0.01% | 1,000 | -16,800 | -94.4% | -$278.48万 | 减仓 |
| BKR | BAKER HUGHES COMPANY 看跌期权 | $16.65万 | 0.01% | 3,000 | 3,000 | — | $16.65万 | 新建仓 |
| AA | ALCOA CORP 看涨期权 | $16.68万 | 0.01% | 3,200 | -1,000 | -23.8% | -$5.21万 | 重新持有 |
| TMUS | T-MOBILE US INC | $17.11万 | 0.01% | 1,020 | -1,593 | -61.0% | -$26.72万 | 减仓 |
| EMR | EMERSON ELEC CO 看涨期权 | $17.18万 | 0.01% | 1,200 | -1,200 | -50.0% | -$17.18万 | 重新持有 |
| WSM | WILLIAMS SONOMA INC | $17.18万 | 0.01% | 737 | 737 | — | $17.18万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC 看跌期权 | $17.37万 | 0.01% | 600 | 600 | — | $17.37万 | 新建仓 |
| CGNX | COGNEX CORP 看跌期权 | $18.11万 | 0.01% | 2,500 | 2,500 | — | $18.11万 | 新建仓 |
| AMGN | AMGEN INC 看跌期权 | $18.11万 | 0.01% | 500 | 300 | 150.0% | $10.86万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC 看跌期权 | $18.12万 | 0.01% | 1,200 | 1,200 | — | $18.12万 | 新建仓 |
| EL | LAUDER ESTEE COS INC 看涨期权 | $18.16万 | 0.01% | 2,300 | 2,300 | — | $18.16万 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC 看跌期权 | $18.31万 | 0.01% | 6,200 | 6,200 | — | $18.31万 | 新建仓 |
| ABNB | AIRBNB INC 看涨期权 | $18.60万 | 0.01% | 1,300 | -1,700 | -56.7% | -$24.33万 | 减仓 |
| — | EXXON MOBIL CORP | $18.61万 | 0.01% | 1,361 | 1,361 | — | $18.61万 | 新建仓 |
| ZTS | ZOETIS INC 看涨期权 | $18.68万 | 0.01% | 2,600 | 2,600 | — | $18.68万 | 新建仓 |
| NUE | NUCOR CORP | $18.71万 | 0.01% | 840 | 840 | — | $18.71万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $18.84万 | 0.01% | 1,592 | 1,592 | — | $18.84万 | 新建仓 |
| GPN | GLOBAL PMTS INC 看跌期权 | $18.87万 | 0.01% | 2,600 | 2,600 | — | $18.87万 | 新建仓 |
| NKE | NIKE INC 看涨期权 | $19.29万 | 0.01% | 4,700 | -54,900 | -92.1% | -$225.36万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC 看跌期权 | $19.34万 | 0.01% | 1,100 | 1,100 | — | $19.34万 | 新建仓 |
| EL | LAUDER ESTEE COS INC 看跌期权 | $19.74万 | 0.01% | 2,500 | 2,500 | — | $19.74万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $19.76万 | 0.01% | 680 | 680 | — | $19.76万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV 看跌期权 | $19.78万 | 0.01% | 2,400 | 2,400 | — | $19.78万 | 新建仓 |
| NTNX | NUTANIX INC 看涨期权 | $19.87万 | 0.01% | 3,900 | 3,900 | — | $19.87万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY 看涨期权 | $19.98万 | 0.01% | 3,600 | 3,600 | — | $19.98万 | 新建仓 |
| MDB | MONGODB INC 看跌期权 | $20.15万 | 0.01% | 600 | 600 | — | $20.15万 | 新建仓 |
| INTU | INTUIT 看跌期权 | $20.88万 | 0.02% | 800 | -600 | -42.9% | -$15.66万 | 重新持有 |
| PWR | QUANTA SVCS INC | $20.88万 | 0.02% | 290 | 290 | — | $20.88万 | 新建仓 |
| KGC | KINROSS GOLD CORP 看跌期权 | $21.26万 | 0.02% | 9,000 | 9,000 | — | $21.26万 | 新建仓 |
| PDD | PDD HOLDINGS INC 看涨期权 | $21.36万 | 0.02% | 2,800 | -16,700 | -85.6% | -$127.39万 | 减仓 |
| WYNN | WYNN RESORTS LTD 看涨期权 | $21.36万 | 0.02% | 2,200 | 2,200 | — | $21.36万 | 新建仓 |
| PWR | QUANTA SVCS INC 看涨期权 | $21.60万 | 0.02% | 300 | 300 | — | $21.60万 | 新建仓 |
| ROST | ROSS STORES INC | $21.71万 | 0.02% | 1,020 | -2,090 | -67.2% | -$44.49万 | 重新持有 |
| TMUS | T-MOBILE US INC 看涨期权 | $21.80万 | 0.02% | 1,300 | 1,300 | — | $21.80万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION 看涨期权 | $21.92万 | 0.02% | 1,500 | 1,200 | 400.0% | $17.53万 | 加仓 |
| RDDT | REDDIT INC 看涨期权 | $22.57万 | 0.02% | 1,300 | 1,300 | — | $22.57万 | 新建仓 |
| URI | UNITED RENTALS INC 看涨期权 | $22.66万 | 0.02% | 200 | 200 | — | $22.66万 | 新建仓 |
| URI | UNITED RENTALS INC 看跌期权 | $22.66万 | 0.02% | 200 | 200 | — | $22.66万 | 新建仓 |
| MCK | MCKESSON CORP 看跌期权 | $22.67万 | 0.02% | 300 | 300 | — | $22.67万 | 新建仓 |
| TJX | TJX COS INC NEW 看跌期权 | $22.73万 | 0.02% | 1,500 | 1,500 | — | $22.73万 | 新建仓 |
| PLD | PROLOGIS INC. 看涨期权 | $23.03万 | 0.02% | 1,700 | 100 | 6.2% | $1.35万 | 加仓 |
| PINS | PINTEREST INC 看涨期权 | $23.13万 | 0.02% | 11,000 | 2,500 | 29.4% | $5.26万 | 重新持有 |
| TWLV | TWELVE SEAS INVT CO III | $23.19万 | 0.02% | 23,210 | 23,210 | — | $23.19万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC 看跌期权 | $23.31万 | 0.02% | 1,000 | 1,000 | — | $23.31万 | 新建仓 |
| AMZN | AMAZON COM INC | $23.36万 | 0.02% | 980 | -9,546 | -90.7% | -$227.52万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $23.37万 | 0.02% | 2,981 | 2,981 | — | $23.37万 | 新建仓 |
| AA | ALCOA CORP | $23.72万 | 0.02% | 4,549 | 4,549 | — | $23.72万 | 新建仓 |
| CHWY | CHEWY INC | $23.95万 | 0.02% | 12,189 | -3,818 | -23.9% | -$7.50万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $24.01万 | 0.02% | 208 | -461 | -68.9% | -$53.21万 | 减仓 |
| DOW | DOW HLDGS INC 看跌期权 | $24.08万 | 0.02% | 8,800 | 300 | 3.5% | $8,208 | 重新持有 |
| SHW | SHERWIN WILLIAMS CO 看跌期权 | $24.10万 | 0.02% | 700 | 700 | — | $24.10万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO 看涨期权 | $24.10万 | 0.02% | 700 | 700 | — | $24.10万 | 新建仓 |
| NUE | NUCOR CORP 看涨期权 | $24.50万 | 0.02% | 1,100 | 1,100 | — | $24.50万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $24.76万 | 0.02% | 1,500 | 1,500 | — | $24.76万 | 新建仓 |
| ZTS | ZOETIS INC 看跌期权 | $25.15万 | 0.02% | 3,500 | 3,500 | — | $25.15万 | 新建仓 |
| TFC | TRUIST FINL CORP 看涨期权 | $25.41万 | 0.02% | 5,100 | 2,400 | 88.9% | $11.96万 | 加仓 |
| GM | GENERAL MTRS CO 看跌期权 | $25.44万 | 0.02% | 3,300 | 1,700 | 106.2% | $13.10万 | 加仓 |
| CCJ | CAMECO CORP 看跌期权 | $25.46万 | 0.02% | 2,500 | -1,100 | -30.6% | -$11.20万 | 重新持有 |
| DVN | DEVON ENERGY CORP NEW 看涨期权 | $25.62万 | 0.02% | 6,200 | 6,200 | — | $25.62万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC 看涨期权 | $25.64万 | 0.02% | 1,100 | 1,100 | — | $25.64万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC 看跌期权 | $26.01万 | 0.02% | 2,200 | 2,200 | — | $26.01万 | 新建仓 |
| CGNX | COGNEX CORP 看涨期权 | $26.07万 | 0.02% | 3,600 | 3,600 | — | $26.07万 | 新建仓 |
| OKE | ONEOK INC NEW 看跌期权 | $26.08万 | 0.02% | 3,000 | 3,000 | — | $26.08万 | 新建仓 |
| TOST | TOAST INC | $26.51万 | 0.02% | 9,530 | 9,530 | — | $26.51万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC 看跌期权 | $26.64万 | 0.02% | 200 | 200 | — | $26.64万 | 新建仓 |
| TWLO | TWILIO INC 看跌期权 | $26.82万 | 0.02% | 1,300 | -200 | -13.3% | -$4.13万 | 重新持有 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $26.83万 | 0.02% | 2,300 | -27,900 | -92.4% | -$325.51万 | 减仓 |
| SPGI | S&P GLOBAL INC 看涨期权 | $26.96万 | 0.02% | 700 | 400 | 133.3% | $15.41万 | 加仓 |
| GWW | WW GRAINGER INC 看涨期权 | $27.21万 | 0.02% | 200 | 200 | — | $27.21万 | 新建仓 |
| DEO | DIAGEO PLC | $27.33万 | 0.02% | 3,400 | 3,400 | — | $27.33万 | 新建仓 |
| RIO | RIO TINTO PLC 看涨期权 | $27.53万 | 0.02% | 2,900 | 2,900 | — | $27.53万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP 看涨期权 | $28.34万 | 0.02% | 800 | -100 | -11.1% | -$3.54万 | 减仓 |
| ABNB | AIRBNB INC | $28.48万 | 0.02% | 1,990 | 1,404 | 239.6% | $20.09万 | 加仓 |
| AA | ALCOA CORP 看跌期权 | $28.68万 | 0.02% | 5,500 | 5,100 | 1,275.0% | $26.59万 | 重新持有 |
| LNG | CHENIERE ENERGY INC 看跌期权 | $28.68万 | 0.02% | 1,200 | 1,200 | — | $28.68万 | 新建仓 |
| T | AT&T INC 看跌期权 | $28.77万 | 0.02% | 13,900 | 3,900 | 39.0% | $8.07万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC 看涨期权 | $29.09万 | 0.02% | 16,100 | -6,500 | -28.8% | -$11.75万 | 减仓 |