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 |
|---|---|---|---|---|---|---|---|---|
| DUK | DUKE ENERGY CORP NEW 看跌期权 | $29.11万 | 0.02% | 2,300 | 2,300 | — | $29.11万 | 新建仓 |
| OKE | ONEOK INC NEW 看涨期权 | $29.56万 | 0.02% | 3,400 | 3,400 | — | $29.56万 | 新建仓 |
| WYNN | WYNN RESORTS LTD | $29.71万 | 0.02% | 3,060 | 3,060 | — | $29.71万 | 新建仓 |
| RACE | FERRARI N V 看跌期权 | $29.78万 | 0.02% | 800 | -700 | -46.7% | -$26.06万 | 重新持有 |
| KGC | KINROSS GOLD CORP 看涨期权 | $30.23万 | 0.02% | 12,800 | 12,800 | — | $30.23万 | 新建仓 |
| TJX | TJX COS INC NEW 看涨期权 | $30.30万 | 0.02% | 2,000 | 2,000 | — | $30.30万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP 看跌期权 | $30.56万 | 0.02% | 600 | 600 | — | $30.56万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $30.62万 | 0.02% | 7,231 | -549 | -7.1% | -$2.32万 | 减仓 |
| ALB | ALBEMARLE CORP 看涨期权 | $31.06万 | 0.02% | 2,300 | 2,300 | — | $31.06万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION 看涨期权 | $31.17万 | 0.02% | 2,800 | 2,800 | — | $31.17万 | 新建仓 |
| SNPS | SYNOPSYS INC 看跌期权 | $31.22万 | 0.02% | 700 | 700 | — | $31.22万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC 看涨期权 | $31.55万 | 0.02% | 1,300 | 1,300 | — | $31.55万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $31.56万 | 0.02% | 955 | -720 | -43.0% | -$23.79万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $31.56万 | 0.02% | 5,869 | 5,869 | — | $31.56万 | 新建仓 |
| MCO | MOODYS CORP 看跌期权 | $31.70万 | 0.02% | 700 | 700 | — | $31.70万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC 看涨期权 | $31.84万 | 0.02% | 1,100 | 1,100 | — | $31.84万 | 新建仓 |
| MOS | MOSAIC CO | $31.89万 | 0.02% | 15,050 | 15,050 | — | $31.89万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC 看跌期权 | $31.96万 | 0.02% | 1,100 | 1,100 | — | $31.96万 | 新建仓 |
| LYFT | LYFT INC 看涨期权 | $32.14万 | 0.02% | 22,000 | 22,000 | — | $32.14万 | 新建仓 |
| GAP | GAP INC | $32.21万 | 0.02% | 17,242 | 555 | 3.3% | $1.04万 | 重新持有 |
| IHG | INTERCONTINENTAL HOTELS GROU | $32.27万 | 0.02% | 1,864 | -4,172 | -69.1% | -$72.23万 | 减仓 |
| MO | ALTRIA GROUP INC 看跌期权 | $32.38万 | 0.02% | 4,500 | 4,500 | — | $32.38万 | 新建仓 |
| TFC | TRUIST FINL CORP | $32.43万 | 0.02% | 6,510 | 670 | 11.5% | $3.34万 | 加仓 |
| ZS | ZSCALER INC 看涨期权 | $32.46万 | 0.02% | 2,300 | 1,200 | 109.1% | $16.94万 | 重新持有 |
| MAR | MARRIOTT INTL INC NEW | $33.02万 | 0.02% | 891 | 362 | 68.4% | $13.42万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $33.10万 | 0.02% | 2,620 | 2,620 | — | $33.10万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC 看涨期权 | $33.22万 | 0.02% | 800 | 800 | — | $33.22万 | 新建仓 |
| NUE | NUCOR CORP 看跌期权 | $33.41万 | 0.02% | 1,500 | 1,500 | — | $33.41万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN 看涨期权 | $33.59万 | 0.02% | 1,500 | 1,300 | 650.0% | $29.11万 | 加仓 |
| ROST | ROSS STORES INC 看涨期权 | $34.06万 | 0.03% | 1,600 | 800 | 100.0% | $17.03万 | 加仓 |
| ABNB | AIRBNB INC 看跌期权 | $34.34万 | 0.03% | 2,400 | -2,000 | -45.5% | -$28.62万 | 减仓 |
| T | AT&T INC 看涨期权 | $34.36万 | 0.03% | 16,600 | -1,300 | -7.3% | -$2.69万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC 看跌期权 | $34.66万 | 0.03% | 700 | -200 | -22.2% | -$9.90万 | 重新持有 |
| SPGI | S&P GLOBAL INC 看跌期权 | $34.67万 | 0.03% | 900 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A 看跌期权 | $34.74万 | 0.03% | 23,100 | 13,300 | 135.7% | $20.00万 | 加仓 |
| MO | ALTRIA GROUP INC 看涨期权 | $35.26万 | 0.03% | 4,900 | 4,900 | — | $35.26万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP 看跌期权 | $35.42万 | 0.03% | 1,000 | -300 | -23.1% | -$10.63万 | 减仓 |
| BBY | BEST BUY INC | $35.60万 | 0.03% | 4,691 | -7,100 | -60.2% | -$53.87万 | 重新持有 |
| CBOE | CBOE GLOBAL MKTS INC | $35.67万 | 0.03% | 1,470 | 1,470 | — | $35.67万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN 看跌期权 | $35.83万 | 0.03% | 1,600 | 800 | 100.0% | $17.92万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $35.84万 | 0.03% | 1,580 | 1,580 | — | $35.84万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $35.90万 | 0.03% | 796 | 796 | — | $35.90万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $36.14万 | 0.03% | 910 | 822 | 934.1% | $32.65万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $36.36万 | 0.03% | 4,364 | 4,364 | — | $36.36万 | 新建仓 |
| INTU | INTUIT 看涨期权 | $36.54万 | 0.03% | 1,400 | 700 | 100.0% | $18.27万 | 重新持有 |
| ABT | ABBOTT LABORATORIES 看跌期权 | $37.20万 | 0.03% | 4,100 | -3,100 | -43.1% | -$28.13万 | 减仓 |
| CSX | CSX CORP 看跌期权 | $37.55万 | 0.03% | 7,900 | -11,600 | -59.5% | -$55.13万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION 看跌期权 | $37.85万 | 0.03% | 3,400 | 3,400 | — | $37.85万 | 新建仓 |
| RIO | RIO TINTO PLC 看跌期权 | $37.97万 | 0.03% | 4,000 | 4,000 | — | $37.97万 | 新建仓 |
| GNRC | GENERAC HLDGS INC 看涨期权 | $38.07万 | 0.03% | 1,300 | 500 | 62.5% | $14.64万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC 看涨期权 | $38.16万 | 0.03% | 500 | 100 | 25.0% | $7.63万 | 加仓 |
| GSK | GSK PLC 看涨期权 | $38.27万 | 0.03% | 7,300 | 7,300 | — | $38.27万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN 看跌期权 | $38.45万 | 0.03% | 2,100 | 2,100 | — | $38.45万 | 新建仓 |
| VALE | VALE S A 看涨期权 | $38.50万 | 0.03% | 25,600 | 8,100 | 46.3% | $12.18万 | 加仓 |
| KKR | KKR & CO INC | $38.67万 | 0.03% | 4,213 | 3,013 | 251.1% | $27.65万 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $38.72万 | 0.03% | 8,215 | -6,352 | -43.6% | -$29.94万 | 减仓 |
| BIDU | BAIDU INC 看跌期权 | $38.86万 | 0.03% | 3,400 | 3,400 | — | $38.86万 | 新建仓 |
| PSX | PHILLIPS 66 看跌期权 | $38.88万 | 0.03% | 2,300 | -2,200 | -48.9% | -$37.19万 | 重新持有 |
| CAQ | CAMBRIDGE ACQUISITION CORP | $39.08万 | 0.03% | 39,430 | 39,430 | — | $39.08万 | 新建仓 |
| H | HYATT HOTELS CORP | $39.25万 | 0.03% | 2,025 | 2,025 | — | $39.25万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $39.55万 | 0.03% | 3,390 | -1,370 | -28.8% | -$15.98万 | 减仓 |
| OKTA | OKTA INC 看涨期权 | $39.57万 | 0.03% | 2,900 | 2,900 | — | $39.57万 | 新建仓 |
| ADI | ANALOG DEVICES INC 看涨期权 | $39.72万 | 0.03% | 1,000 | 300 | 42.9% | $11.92万 | 加仓 |
| HSBC | HSBC HLDGS PLC 看跌期权 | $39.94万 | 0.03% | 4,200 | 4,200 | — | $39.94万 | 新建仓 |
| CELH | CELSIUS HLDGS INC 看涨期权 | $40.11万 | 0.03% | 13,700 | 13,700 | — | $40.11万 | 新建仓 |
| LYFT | LYFT INC 看跌期权 | $40.62万 | 0.03% | 27,800 | 27,800 | — | $40.62万 | 新建仓 |
| SIG | SIGNET JEWELERS LIMITED | $40.79万 | 0.03% | 4,732 | 4,732 | — | $40.79万 | 新建仓 |
| ABT | ABBOTT LABORATORIES 看涨期权 | $40.83万 | 0.03% | 4,500 | 3,200 | 246.2% | $29.04万 | 加仓 |
| SHEL | SHELL PLC 看跌期权 | $41.10万 | 0.03% | 5,300 | 5,300 | — | $41.10万 | 新建仓 |
| CSX | CSX CORP 看涨期权 | $41.83万 | 0.03% | 8,800 | 5,700 | 183.9% | $27.09万 | 加仓 |
| UL | UNILEVER PLC 看跌期权 | $42.08万 | 0.03% | 7,000 | 7,000 | — | $42.08万 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP 看跌期权 | $42.10万 | 0.03% | 9,400 | 9,400 | — | $42.10万 | 新建仓 |
| NVS | NOVARTIS AG 看跌期权 | $42.31万 | 0.03% | 2,700 | 1,300 | 92.9% | $20.37万 | 加仓 |
| ETN | EATON CORP PLC 看涨期权 | $42.61万 | 0.03% | 1,000 | -600 | -37.5% | -$25.57万 | 重新持有 |
| LUV | SOUTHWEST AIRLS CO 看涨期权 | $42.68万 | 0.03% | 8,300 | 8,300 | — | $42.68万 | 新建仓 |
| DE | DEERE & CO 看涨期权 | $44.40万 | 0.03% | 700 | 700 | — | $44.40万 | 新建仓 |
| FSLR | FIRST SOLAR INC 看涨期权 | $44.83万 | 0.03% | 1,900 | 1,900 | — | $44.83万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP 看涨期权 | $44.93万 | 0.03% | 4,000 | 4,000 | — | $44.93万 | 新建仓 |
| NU | NU HLDGS LTD | $45.41万 | 0.03% | 33,992 | 5,715 | 20.2% | $7.64万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP 看涨期权 | $45.73万 | 0.03% | 9,900 | 7,000 | 241.4% | $32.33万 | 重新持有 |
| ZM | ZOOM COMMUNICATIONS INC 看跌期权 | $45.74万 | 0.03% | 5,300 | 4,700 | 783.3% | $40.57万 | 重新持有 |
| LUV | SOUTHWEST AIRLS CO 看跌期权 | $45.76万 | 0.03% | 8,900 | 8,900 | — | $45.76万 | 新建仓 |
| ROST | ROSS STORES INC 看跌期权 | $46.83万 | 0.03% | 2,200 | 1,500 | 214.3% | $31.93万 | 加仓 |
| SO | SOUTHERN CO 看跌期权 | $46.90万 | 0.03% | 4,900 | 4,900 | — | $46.90万 | 新建仓 |
| B | BARRICK MNG CORP | $46.94万 | 0.03% | 12,779 | 12,779 | — | $46.94万 | 新建仓 |
| UL | UNILEVER PLC 看涨期权 | $48.70万 | 0.04% | 8,100 | 8,100 | — | $48.70万 | 新建仓 |
| GSK | GSK PLC 看跌期权 | $48.75万 | 0.04% | 9,300 | 9,300 | — | $48.75万 | 新建仓 |
| SO | SOUTHERN CO 看涨期权 | $48.81万 | 0.04% | 5,100 | 5,100 | — | $48.81万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC 看涨期权 | $49.12万 | 0.04% | 1,000 | 1,000 | — | $49.12万 | 新建仓 |
| PACH | PIONEER ACQUISITION I CORP | $49.12万 | 0.04% | 48,017 | 48,017 | — | $49.12万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $49.23万 | 0.04% | 1,238 | 1,110 | 867.2% | $44.14万 | 加仓 |
| KO | COCA COLA CO 看跌期权 | $50.39万 | 0.04% | 6,200 | -13,800 | -69.0% | -$112.15万 | 减仓 |
| AMGN | AMGEN INC 看涨期权 | $50.70万 | 0.04% | 1,400 | 800 | 133.3% | $28.97万 | 加仓 |
| DE | DEERE & CO 看跌期权 | $50.75万 | 0.04% | 800 | 800 | — | $50.75万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $50.85万 | 0.04% | 3,278 | 3,278 | — | $50.85万 | 新建仓 |
| ETN | EATON CORP PLC 看跌期权 | $51.13万 | 0.04% | 1,200 | 300 | 33.3% | $12.78万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC 看跌期权 | $51.50万 | 0.04% | 2,500 | 2,500 | — | $51.50万 | 新建仓 |
| OYSE | OYSTER ENTERPRISES II ACQUIS | $51.55万 | 0.04% | 50,094 | 50,094 | — | $51.55万 | 新建仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $51.84万 | 0.04% | 57,286 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW 看跌期权 | $51.88万 | 0.04% | 1,400 | -1,400 | -50.0% | -$51.88万 | 减仓 |