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 |
|---|---|---|---|---|---|---|---|---|
| MDT | MEDTRONIC PLC 看跌期权 | $52.41万 | 0.04% | 6,700 | 300 | 4.7% | $2.35万 | 重新持有 |
| — | LAFAYETTE ACQUISITION CORP | $52.43万 | 0.04% | 52,018 | 52,018 | — | $52.43万 | 新建仓 |
| INSM | INSMED INC 看跌期权 | $53.31万 | 0.04% | 5,000 | 5,000 | — | $53.31万 | 新建仓 |
| INSM | INSMED INC 看涨期权 | $53.31万 | 0.04% | 5,000 | 5,000 | — | $53.31万 | 新建仓 |
| WYNN | WYNN RESORTS LTD 看跌期权 | $53.40万 | 0.04% | 5,500 | 5,500 | — | $53.40万 | 新建仓 |
| SHEL | SHELL PLC 看涨期权 | $53.50万 | 0.04% | 6,900 | 6,900 | — | $53.50万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC 看跌期权 | $53.66万 | 0.04% | 4,700 | 2,400 | 104.3% | $27.40万 | 加仓 |
| MPC | MARATHON PETE CORP 看涨期权 | $53.69万 | 0.04% | 2,100 | 2,100 | — | $53.69万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP 看跌期权 | $53.91万 | 0.04% | 4,800 | 4,800 | — | $53.91万 | 新建仓 |
| FSLR | FIRST SOLAR INC 看跌期权 | $54.27万 | 0.04% | 2,300 | 2,300 | — | $54.27万 | 新建仓 |
| BLK | BLACKROCK INC | $54.62万 | 0.04% | 568 | 568 | — | $54.62万 | 新建仓 |
| AMX | AMERICA MOVIL SAB DE CV | $55.22万 | 0.04% | 21,248 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW 看涨期权 | $55.70万 | 0.04% | 4,400 | 4,400 | — | $55.70万 | 新建仓 |
| RACE | FERRARI N V 看涨期权 | $55.84万 | 0.04% | 1,500 | 200 | 15.4% | $7.45万 | 重新持有 |
| MSGK | MADISON SQUARE GRDN SPRT COR 看跌期权 | $56.26万 | 0.04% | 1,400 | 1,400 | — | $56.26万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC 看涨期权 | $56.30万 | 0.04% | 1,500 | 1,500 | — | $56.30万 | 新建仓 |
| FDX | FEDEX CORP 看涨期权 | $56.36万 | 0.04% | 1,800 | 1,800 | — | $56.36万 | 新建仓 |
| CPNG | COUPANG INC | $56.40万 | 0.04% | 32,470 | 32,470 | — | $56.40万 | 新建仓 |
| MRK | MERCK & CO INC 看跌期权 | $56.54万 | 0.04% | 4,400 | 1,300 | 41.9% | $16.70万 | 加仓 |
| CMCSA | COMCAST CORP NEW 看涨期权 | $57.20万 | 0.04% | 23,300 | 23,300 | — | $57.20万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $58.34万 | 0.04% | 5,000 | -20,700 | -80.5% | -$241.51万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC 看涨期权 | $59.41万 | 0.04% | 1,200 | -400 | -25.0% | -$19.80万 | 重新持有 |
| LNG | CHENIERE ENERGY INC 看涨期权 | $59.75万 | 0.04% | 2,500 | 2,500 | — | $59.75万 | 新建仓 |
| TWLO | TWILIO INC 看涨期权 | $59.84万 | 0.04% | 2,900 | -200 | -6.5% | -$4.13万 | 重新持有 |
| SE | SEA LTD 看涨期权 | $60.37万 | 0.04% | 6,300 | 6,200 | 6,200.0% | $59.41万 | 加仓 |
| PINS | PINTEREST INC 看跌期权 | $60.57万 | 0.04% | 28,800 | 21,500 | 294.5% | $45.21万 | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC 看跌期权 | $61.05万 | 0.05% | 800 | -400 | -33.3% | -$30.53万 | 减仓 |
| VLO | VALERO ENERGY CORP 看涨期权 | $62.51万 | 0.05% | 2,400 | 2,300 | 2,300.0% | $59.90万 | 加仓 |
| USB | US BANCORP 看涨期权 | $62.82万 | 0.05% | 10,400 | -25,600 | -71.1% | -$154.62万 | 减仓 |
| CVX | CHEVRON CORPORATION 看涨期权 | $62.99万 | 0.05% | 3,800 | -6,600 | -63.5% | -$109.40万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC 看跌期权 | $63.01万 | 0.05% | 2,850 | 2,850 | — | $63.01万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC 看跌期权 | $63.09万 | 0.05% | 2,600 | 2,600 | — | $63.09万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC 看涨期权 | $63.32万 | 0.05% | 3,500 | 1,100 | 45.8% | $19.90万 | 加仓 |
| HON | HONEYWELL INTL INC 看跌期权 | $63.81万 | 0.05% | 2,850 | -1,150 | -28.7% | -$25.75万 | 减仓 |
| CMCSA | COMCAST CORP NEW 看跌期权 | $65.55万 | 0.05% | 26,700 | 26,700 | — | $65.55万 | 新建仓 |
| MPC | MARATHON PETE CORP 看跌期权 | $66.47万 | 0.05% | 2,600 | 2,600 | — | $66.47万 | 新建仓 |
| DHI | D R HORTON INC 看跌期权 | $66.78万 | 0.05% | 4,100 | -4,600 | -52.9% | -$74.92万 | 重新持有 |
| APO | APOLLO GLOBAL MGMT INC 看跌期权 | $68.62万 | 0.05% | 5,800 | 4,200 | 262.5% | $49.69万 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL 看跌期权 | $70.05万 | 0.05% | 1,400 | 1,400 | — | $70.05万 | 新建仓 |
| PDD | PDD HOLDINGS INC 看跌期权 | $70.94万 | 0.05% | 9,300 | -57,600 | -86.1% | -$439.37万 | 减仓 |
| RBLX | ROBLOX CORP 看涨期权 | $71.24万 | 0.05% | 13,100 | 2,300 | 21.3% | $12.51万 | 重新持有 |
| CDNS | CADENCE DESIGN SYSTEM INC 看跌期权 | $71.31万 | 0.05% | 1,900 | 1,900 | — | $71.31万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC 看跌期权 | $71.38万 | 0.05% | 39,500 | 28,500 | 259.1% | $51.50万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC 看涨期权 | $71.64万 | 0.05% | 8,300 | 6,400 | 336.8% | $55.24万 | 重新持有 |
| HONA | HONEYWELL AEROSPACE INC 看涨期权 | $71.85万 | 0.05% | 3,250 | 3,250 | — | $71.85万 | 新建仓 |
| BIDU | BAIDU INC 看涨期权 | $72.00万 | 0.05% | 6,300 | 6,300 | — | $72.00万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC 看跌期权 | $72.36万 | 0.05% | 4,000 | 2,600 | 185.7% | $47.04万 | 加仓 |
| BHP | BHP BILLITON LIMITED 看涨期权 | $72.48万 | 0.05% | 8,700 | -9,100 | -51.1% | -$75.81万 | 重新持有 |
| HON | HONEYWELL INTL INC 看涨期权 | $72.77万 | 0.05% | 3,250 | -1,850 | -36.3% | -$41.42万 | 减仓 |
| GM | GENERAL MTRS CO 看涨期权 | $74.00万 | 0.05% | 9,600 | 7,400 | 336.4% | $57.04万 | 加仓 |
| MOS | MOSAIC CO 看跌期权 | $74.17万 | 0.06% | 35,000 | 35,000 | — | $74.17万 | 新建仓 |
| NOW | SERVICENOW INC 看跌期权 | $74.46万 | 0.06% | 7,500 | 5,400 | 257.1% | $53.61万 | 加仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $74.60万 | 0.06% | 2,000 | -62,100 | -96.9% | -$2,316.45万 | 减仓 |
| PG | PROCTER & GAMBLE CO 看跌期权 | $74.79万 | 0.06% | 5,100 | -300 | -5.6% | -$4.40万 | 减仓 |
| — | CLEARTHINK 1 ACQUISITION COR | $74.95万 | 0.06% | 75,627 | 75,627 | — | $74.95万 | 新建仓 |
| FTNT | FORTINET INC | $76.03万 | 0.06% | 4,949 | 750 | 17.9% | $11.52万 | 重新持有 |
| SNOW | SNOWFLAKE INC 看涨期权 | $76.35万 | 0.06% | 3,000 | 3,000 | — | $76.35万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC 看跌期权 | $76.64万 | 0.06% | 18,100 | -4,700 | -20.6% | -$19.90万 | 减仓 |
| BX | BLACKSTONE INC | $77.34万 | 0.06% | 6,573 | -1,328 | -16.8% | -$15.63万 | 减仓 |
| — | EXXON MOBIL CORP 看跌期权 | $77.93万 | 0.06% | 5,700 | -6,700 | -54.0% | -$91.60万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC 看涨期权 | $78.78万 | 0.06% | 6,900 | 4,300 | 165.4% | $49.10万 | 加仓 |
| BP | BP PLC | $79.81万 | 0.06% | 21,600 | 21,600 | — | $79.81万 | 新建仓 |
| DEO | DIAGEO PLC 看跌期权 | $80.38万 | 0.06% | 10,000 | 10,000 | — | $80.38万 | 新建仓 |
| ABBV | ABBVIE INC 看跌期权 | $80.52万 | 0.06% | 3,200 | 200 | 6.7% | $5.03万 | 加仓 |
| FDX | FEDEX CORP 看跌期权 | $81.41万 | 0.06% | 2,600 | 2,600 | — | $81.41万 | 新建仓 |
| PSX | PHILLIPS 66 看涨期权 | $82.83万 | 0.06% | 4,900 | 2,200 | 81.5% | $37.19万 | 重新持有 |
| SE | SEA LTD 看跌期权 | $83.37万 | 0.06% | 8,700 | 8,700 | — | $83.37万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN 看涨期权 | $84.23万 | 0.06% | 4,600 | 4,600 | — | $84.23万 | 新建仓 |
| UNP | UNION PAC CORP 看跌期权 | $84.32万 | 0.06% | 3,100 | 1,700 | 121.4% | $46.24万 | 加仓 |
| — | PONO CAP FOUR INC | $84.34万 | 0.06% | 84,679 | 84,679 | — | $84.34万 | 新建仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR 看涨期权 | $84.39万 | 0.06% | 2,100 | 2,100 | — | $84.39万 | 新建仓 |
| PWR | QUANTA SVCS INC 看跌期权 | $86.40万 | 0.06% | 1,200 | 1,200 | — | $86.40万 | 新建仓 |
| SNOW | SNOWFLAKE INC 看跌期权 | $86.53万 | 0.06% | 3,400 | 3,400 | — | $86.53万 | 新建仓 |
| USB | US BANCORP 看跌期权 | $86.98万 | 0.06% | 14,400 | -9,000 | -38.5% | -$54.36万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $87.31万 | 0.06% | 1,700 | -1,984 | -53.9% | -$101.90万 | 减仓 |
| DASH | DOORDASH INC 看跌期权 | $88.57万 | 0.07% | 4,800 | 300 | 6.7% | $5.54万 | 重新持有 |
| CCJ | CAMECO CORP 看涨期权 | $88.62万 | 0.07% | 8,700 | 8,100 | 1,350.0% | $82.51万 | 重新持有 |
| MMM | 3M CO 看跌期权 | $89.05万 | 0.07% | 5,500 | 2,800 | 103.7% | $45.33万 | 加仓 |
| SLB | SLB LIMITED | $89.12万 | 0.07% | 19,170 | 19,170 | — | $89.12万 | 新建仓 |
| GILD | GILEAD SCIENCES INC 看跌期权 | $89.70万 | 0.07% | 7,100 | 7,100 | — | $89.70万 | 新建仓 |
| UNP | UNION PAC CORP 看涨期权 | $89.76万 | 0.07% | 3,300 | 1,700 | 106.2% | $46.24万 | 加仓 |
| UL | UNILEVER PLC | $90.18万 | 0.07% | 15,000 | 0 | 0.0% | — | 不变 |
| — | XFLH CAP CORP | $90.95万 | 0.07% | 91,220 | 32,055 | 54.2% | $31.96万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC 看跌期权 | $92.95万 | 0.07% | 1,600 | -70,000 | -97.8% | -$4,066.37万 | 减仓 |
| SPGI | S&P GLOBAL INC | $93.26万 | 0.07% | 2,290 | 40 | 1.8% | $1.63万 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP 看涨期权 | $93.28万 | 0.07% | 55,000 | 55,000 | — | $93.28万 | 新建仓 |
| TCOM | TRIP COM GROUP LTD | $93.50万 | 0.07% | 23,470 | -21,130 | -47.4% | -$84.18万 | 减仓 |
| DDOG | DATADOG INC 看涨期权 | $93.73万 | 0.07% | 3,600 | -8,400 | -70.0% | -$218.70万 | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC 看跌期权 | $95.26万 | 0.07% | 1,900 | 1,900 | — | $95.26万 | 新建仓 |
| ADI | ANALOG DEVICES INC 看跌期权 | $95.32万 | 0.07% | 2,400 | 1,600 | 200.0% | $63.55万 | 加仓 |
| PDD | PDD HOLDINGS INC | $95.58万 | 0.07% | 12,530 | -9,149 | -42.2% | -$69.79万 | 减仓 |
| GILD | GILEAD SCIENCES INC 看涨期权 | $97.28万 | 0.07% | 7,700 | 7,700 | — | $97.28万 | 新建仓 |
| — | RF ACQUISITION CORP III | $99.00万 | 0.07% | 100,000 | 29,269 | 41.4% | $28.98万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC 看涨期权 | $100.27万 | 0.07% | 2,000 | 2,000 | — | $100.27万 | 新建仓 |
| GIW | GIGCAPITAL8 CORP | $101.70万 | 0.08% | 101,000 | 101,000 | — | $101.70万 | 新建仓 |
| PG | PROCTER & GAMBLE CO 看涨期权 | $102.65万 | 0.08% | 7,000 | 4,100 | 141.4% | $60.12万 | 加仓 |
| TXN | TEXAS INSTRS INC | $103.40万 | 0.08% | 3,469 | 1,735 | 100.1% | $51.72万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW 看涨期权 | $103.77万 | 0.08% | 2,800 | 1,400 | 100.0% | $51.88万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $104.56万 | 0.08% | 1,800 | -45,200 | -96.2% | -$2,625.71万 | 减仓 |
| BLK | BLACKROCK INC 看涨期权 | $105.77万 | 0.08% | 1,100 | 200 | 22.2% | $19.23万 | 重新持有 |