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 |
|---|---|---|---|---|---|---|---|---|
| CLS | CELESTICA INC | $134.03万 | 1.13% | 3,674 | -535 | -12.7% | -$19.52万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $141.02万 | 1.18% | 1,861 | -279 | -13.0% | -$21.14万 | 减仓 |
| WRB | BERKLEY W R CORP | $159.49万 | 1.34% | 22,612 | 129 | 0.6% | $9,099 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $161.23万 | 1.35% | 5,838 | 5,838 | — | $161.23万 | 新建仓 |
| 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 |
| AMZN | AMAZON COM INC | $166.19万 | 1.40% | 6,973 | 170 | 2.5% | $4.05万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $167.70万 | 1.41% | 44,960 | -6,732 | -13.0% | -$25.11万 | 减仓 |
| DB | DEUTSCHE BK AG | $173.80万 | 1.46% | 51,482 | -57 | -0.1% | -$1,924 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $181.22万 | 1.52% | 5,314 | -172 | -3.1% | -$5.87万 | 减仓 |
| AGX | ARGAN INC | $186.16万 | 1.56% | 2,331 | -262 | -10.1% | -$20.92万 | 减仓 |
| STT | STATE STR CORP | $195.96万 | 1.65% | 11,554 | 9,681 | 516.9% | $164.19万 | 加仓 |
| BE | BLOOM ENERGY CORP | $202.05万 | 1.70% | 6,675 | -1,407 | -17.4% | -$42.59万 | 减仓 |
| ETN | EATON CORP PLC | $205.05万 | 1.72% | 4,812 | 52 | 1.1% | $2.22万 | 加仓 |
| LLY | ELI LILLY & CO | $220.22万 | 1.85% | 1,836 | -47 | -2.5% | -$5.64万 | 减仓 |
| FIX | COMFORT SYS USA INC | $224.56万 | 1.89% | 1,133 | -92 | -7.5% | -$18.23万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $244.21万 | 2.05% | 4,204 | -1,558 | -27.0% | -$90.51万 | 减仓 |
| MSFT | MICROSOFT CORP | $271.03万 | 2.28% | 7,266 | 46 | 0.6% | $1.72万 | 加仓 |
| PWR | QUANTA SVCS INC | $288.45万 | 2.42% | 4,006 | -356 | -8.2% | -$25.63万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $289.68万 | 2.43% | 8,652 | -1,066 | -11.0% | -$35.69万 | 重新持有 |
| FDS | FACTSET RESH SYS INC | $315.88万 | 2.65% | 13,729 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $318.17万 | 2.67% | 9,720 | -3 | -0.0% | -$982 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $356.47万 | 2.99% | 30,554 | -5,888 | -16.2% | -$68.70万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $424.89万 | 3.57% | 4,201 | 16 | 0.4% | $1.62万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $458.11万 | 3.85% | 9,155 | -473 | -4.9% | -$23.67万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $480.43万 | 4.03% | 11,087 | -687 | -5.8% | -$29.77万 | 减仓 |
| AAPL | APPLE INC | $572.22万 | 4.80% | 19,775 | -213 | -1.1% | -$6.16万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $597.82万 | 5.02% | 29,877 | -568 | -1.9% | -$11.37万 | 减仓 |