Bannerstone Capital Management, LLC
WAYZATA MN · SEC CIK 0002083499
$1.19亿2026Q2 申报市值
113持仓数
34.4%前十大占比 · 第一大 5.0%
28 / 14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
STT 加仓+$164.19万
NBIS 新建仓+$161.23万
AMG 新建仓+$102.43万
GLW 新建仓+$100.47万
VSAT 新建仓+$99.62万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$136.78万
KTOS 清仓-$121.87万
AJG 清仓-$121.56万
FSLY 清仓-$112.72万
CME 清仓-$101.00万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $597.82万 | 5.02% | 29,877 | -568 | -1.9% | -$11.37万 | 减仓 |
| AAPL | APPLE INC | $572.22万 | 4.80% | 19,775 | -213 | -1.1% | -$6.16万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $480.43万 | 4.03% | 11,087 | -687 | -5.8% | -$29.77万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $458.11万 | 3.85% | 9,155 | -473 | -4.9% | -$23.67万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $424.89万 | 3.57% | 4,201 | 16 | 0.4% | $1.62万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $356.47万 | 2.99% | 30,554 | -5,888 | -16.2% | -$68.70万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $318.17万 | 2.67% | 9,720 | -3 | -0.0% | -$982 | 减仓 |
| FDS | FACTSET RESH SYS INC | $315.88万 | 2.65% | 13,729 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $289.68万 | 2.43% | 8,652 | -1,066 | -11.0% | -$35.69万 | 重新持有 |
| PWR | QUANTA SVCS INC | $288.45万 | 2.42% | 4,006 | -356 | -8.2% | -$25.63万 | 减仓 |
| MSFT | MICROSOFT CORP | $271.03万 | 2.28% | 7,266 | 46 | 0.6% | $1.72万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $244.21万 | 2.05% | 4,204 | -1,558 | -27.0% | -$90.51万 | 减仓 |
| FIX | COMFORT SYS USA INC | $224.56万 | 1.89% | 1,133 | -92 | -7.5% | -$18.23万 | 减仓 |
| LLY | ELI LILLY & CO | $220.22万 | 1.85% | 1,836 | -47 | -2.5% | -$5.64万 | 减仓 |
| ETN | EATON CORP PLC | $205.05万 | 1.72% | 4,812 | 52 | 1.1% | $2.22万 | 加仓 |
| BE | BLOOM ENERGY CORP | $202.05万 | 1.70% | 6,675 | -1,407 | -17.4% | -$42.59万 | 减仓 |
| STT | STATE STR CORP | $195.96万 | 1.65% | 11,554 | 9,681 | 516.9% | $164.19万 | 加仓 |
| AGX | ARGAN INC | $186.16万 | 1.56% | 2,331 | -262 | -10.1% | -$20.92万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $181.22万 | 1.52% | 5,314 | -172 | -3.1% | -$5.87万 | 减仓 |
| DB | DEUTSCHE BK AG | $173.80万 | 1.46% | 51,482 | -57 | -0.1% | -$1,924 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $167.70万 | 1.41% | 44,960 | -6,732 | -13.0% | -$25.11万 | 减仓 |
| AMZN | AMAZON COM INC | $166.19万 | 1.40% | 6,973 | 170 | 2.5% | $4.05万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $161.80万 | 1.36% | 2,167 | -1,832 | -45.8% | -$136.78万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $161.23万 | 1.35% | 5,838 | 5,838 | — | $161.23万 | 新建仓 |
| WRB | BERKLEY W R CORP | $159.49万 | 1.34% | 22,612 | 129 | 0.6% | $9,099 | 加仓 |
| CW | CURTISS WRIGHT CORP | $141.02万 | 1.18% | 1,861 | -279 | -13.0% | -$21.14万 | 减仓 |
| CLS | CELESTICA INC | $134.03万 | 1.13% | 3,674 | -535 | -12.7% | -$19.52万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $131.33万 | 1.10% | 3,883 | 56 | 1.5% | $1.89万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $130.48万 | 1.10% | 8,807 | -1,296 | -12.8% | -$19.20万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $128.03万 | 1.07% | 2,493 | -28 | -1.1% | -$1.44万 | 减仓 |
| VO | VANGUARD INDEX FDS | $119.22万 | 1.00% | 14,797 | 65 | 0.4% | $5,237 | 加仓 |
| FTAI | FTAI AVIATION LTD | $116.03万 | 0.97% | 4,289 | -634 | -12.9% | -$17.15万 | 减仓 |
| GE | GE AEROSPACE | $109.39万 | 0.92% | 2,927 | -13 | -0.4% | -$4,858 | 减仓 |
| KLAC | KLA CORP | $104.84万 | 0.88% | 3,475 | -5 | -0.1% | -$1,509 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $102.43万 | 0.86% | 3,027 | 3,027 | — | $102.43万 | 新建仓 |
| GLW | CORNING INC | $100.47万 | 0.84% | 3,933 | 3,933 | — | $100.47万 | 新建仓 |
| VSAT | VIASAT INC | $99.62万 | 0.84% | 11,092 | 11,092 | — | $99.62万 | 新建仓 |
| TER | TERADYNE INC | $97.88万 | 0.82% | 2,023 | -9 | -0.4% | -$4,355 | 减仓 |
| SNPS | SYNOPSYS INC | $89.35万 | 0.75% | 2,003 | -3 | -0.1% | -$1,338 | 减仓 |
| AVGO | BROADCOM INC | $88.26万 | 0.74% | 2,336 | -21 | -0.9% | -$7,934 | 减仓 |
| GEV | GE VERNOVA INC | $88.00万 | 0.74% | 749 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $85.47万 | 0.72% | 2,508 | 418 | 20.0% | $14.25万 | 加仓 |
| GOOGL | ALPHABET INC | $82.84万 | 0.70% | 2,318 | -2 | -0.1% | -$715 | 减仓 |
| QQQ | INVESCO QQQ TR | $81.49万 | 0.68% | 1,107 | -1,184 | -51.7% | -$87.16万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $78.87万 | 0.66% | 843 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $77.04万 | 0.65% | 2,958 | -48 | -1.6% | -$1.25万 | 减仓 |
| PLXS | PLEXUS CORP | $76.85万 | 0.65% | 2,556 | 2,556 | — | $76.85万 | 新建仓 |
| GOOG | ALPHABET INC | $75.82万 | 0.64% | 2,146 | -8 | -0.4% | -$2,827 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $73.84万 | 0.62% | 1,711 | 1,711 | — | $73.84万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $70.66万 | 0.59% | 8,119 | 2 | 0.0% | $174 | 加仓 |
| GHC | GRAHAM HLDGS CO | $70.54万 | 0.59% | 618 | 129 | 26.4% | $14.72万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $70.26万 | 0.59% | 2,767 | 99 | 3.7% | $2.51万 | 加仓 |
| ASML | ASML HLDG NV | $69.63万 | 0.58% | 350 | 2 | 0.6% | $3,979 | 加仓 |
| CAT | CATERPILLAR INC | $64.43万 | 0.54% | 605 | 305 | 101.7% | $32.48万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $63.05万 | 0.53% | 2,654 | 200 | 8.1% | $4.75万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $61.97万 | 0.52% | 11,094 | 11,094 | — | $61.97万 | 新建仓 |
| JXN | JACKSON FINANCIAL INC | $61.70万 | 0.52% | 6,026 | 9 | 0.1% | $921 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $59.05万 | 0.50% | 1,130 | -1,642 | -59.2% | -$85.80万 | 减仓 |
| RKLB | ROCKET LAB CORP | $56.06万 | 0.47% | 5,515 | -10 | -0.2% | -$1,017 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $55.17万 | 0.46% | 5,132 | -100 | -1.9% | -$1.07万 | 减仓 |
| HD | HOME DEPOT INC | $52.55万 | 0.44% | 1,490 | -25 | -1.7% | -$8,816 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $52.24万 | 0.44% | 1,257 | -56 | -4.3% | -$2.33万 | 减仓 |
| TGT | TARGET CORP | $51.49万 | 0.43% | 3,942 | 94 | 2.4% | $1.23万 | 加仓 |
| ABBV | ABBVIE INC | $51.48万 | 0.43% | 2,046 | -10 | -0.5% | -$2,516 | 减仓 |
| ATI | ATI INC | $50.26万 | 0.42% | 2,550 | 2,550 | — | $50.26万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $50.16万 | 0.42% | 1,518 | -1 | -0.1% | -$330 | 减仓 |
| FLEX | FLEX LTD | $50.14万 | 0.42% | 3,094 | 3,094 | — | $50.14万 | 新建仓 |
| R | RYDER SYS INC | $49.45万 | 0.42% | 1,875 | -30 | -1.6% | -$7,911 | 减仓 |
| NTAP | NETAPP INC | $48.44万 | 0.41% | 3,130 | 3,130 | — | $48.44万 | 新建仓 |
| MS | MORGAN STANLEY | $46.39万 | 0.39% | 2,219 | 2,219 | — | $46.39万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $43.77万 | 0.37% | 884 | 884 | — | $43.77万 | 新建仓 |
| DFAU | DIMENSIONAL ETF TRUST | $42.38万 | 0.36% | 8,198 | 649 | 8.6% | $3.35万 | 加仓 |
| TXN | TEXAS INSTRS INC | $42.33万 | 0.36% | 1,420 | 1,420 | — | $42.33万 | 新建仓 |
| RTX | RTX CORPORATION | $41.95万 | 0.35% | 2,211 | 31 | 1.4% | $5,882 | 加仓 |
| DE | DEERE & CO | $40.34万 | 0.34% | 636 | -592 | -48.2% | -$37.55万 | 减仓 |
| FAST | FASTENAL CO | $38.33万 | 0.32% | 7,980 | 42 | 0.5% | $2,017 | 加仓 |
| VST | VISTRA CORP | $36.85万 | 0.31% | 2,323 | -70 | -2.9% | -$1.11万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $36.48万 | 0.31% | 316 | 316 | — | $36.48万 | 新建仓 |
| PEP | PEPSICO INC | $35.69万 | 0.30% | 2,636 | -141 | -5.1% | -$1.91万 | 减仓 |
| EBAY | EBAY INC. | $35.55万 | 0.30% | 3,181 | 18 | 0.6% | $2,012 | 加仓 |
| IREN | IREN LIMITED | $35.34万 | 0.30% | 7,728 | 7,728 | — | $35.34万 | 新建仓 |
| EOG | EOG RES INC | $35.22万 | 0.30% | 2,715 | -53 | -1.9% | -$6,875 | 减仓 |
| VB | VANGUARD INDEX FDS | $35.17万 | 0.30% | 1,160 | 5 | 0.4% | $1,516 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $35.06万 | 0.29% | 5,016 | -238 | -4.5% | -$1.66万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $34.80万 | 0.29% | 1,238 | 109 | 9.7% | $3.06万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $33.58万 | 0.28% | 348 | 348 | — | $33.58万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $32.18万 | 0.27% | 1,107 | -62 | -5.3% | -$1.80万 | 减仓 |
| TTC | TORO CO | $31.17万 | 0.26% | 3,200 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $31.02万 | 0.26% | 842 | -20 | -2.3% | -$7,368 | 减仓 |
| CSCO | CISCO SYS INC | $28.94万 | 0.24% | 2,464 | 2,464 | — | $28.94万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $28.52万 | 0.24% | 1,514 | -179 | -10.6% | -$3.37万 | 减仓 |
| SNDK | SANDISK CORP | $28.42万 | 0.24% | 125 | 125 | — | $28.42万 | 新建仓 |
| MMM | 3M CO | $28.19万 | 0.24% | 1,741 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $27.44万 | 0.23% | 741 | 2 | 0.3% | $741 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $27.20万 | 0.23% | 6,594 | 965 | 17.1% | $3.98万 | 加仓 |
| SBUX | STARBUCKS CORP | $26.53万 | 0.22% | 2,596 | 0 | 0.0% | — | 不变 |
| VCTR | VICTORY CAP HLDGS INC DEL | $25.75万 | 0.22% | 3,063 | 3,063 | — | $25.75万 | 新建仓 |
| SLV | ISHARES SILVER TR | $25.21万 | 0.21% | 4,715 | -80 | -1.7% | -$4,278 | 减仓 |
| AMAT | APPLIED MATLS INC | $25.16万 | 0.21% | 348 | 348 | — | $25.16万 | 新建仓 |
| IVV | ISHARES TR | $24.89万 | 0.21% | 332 | -18 | -5.1% | -$1.35万 | 减仓 |