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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $23.96万 | 0.20% | 425 | -3 | -0.7% | -$1,692 | 减仓 |
| DGRO | ISHARES TR | $23.88万 | 0.20% | 3,150 | 21 | 0.7% | $1,592 | 加仓 |
| KHC | KRAFT HEINZ CO 看涨期权 | $23.62万 | 0.20% | 10,000 | 10,000 | — | $23.62万 | 新建仓 |
| TSLA | TESLA INC | $23.30万 | 0.20% | 554 | -5 | -0.9% | -$2,103 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $23.15万 | 0.19% | 1,035 | 1,035 | — | $23.15万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $22.65万 | 0.19% | 285 | 285 | — | $22.65万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $22.42万 | 0.19% | 351 | 351 | — | $22.42万 | 新建仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $21.88万 | 0.18% | 1,061 | 1,061 | — | $21.88万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $21.45万 | 0.18% | 421 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $21.31万 | 0.18% | 621 | -2 | -0.3% | -$686 | 重新持有 |
| ITRN | ITURAN LOCATION AND CONTROL | $21.30万 | 0.18% | 3,491 | 3,491 | — | $21.30万 | 新建仓 |
| AMGN | AMGEN INC | $20.39万 | 0.17% | 563 | 563 | — | $20.39万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $7.69万 | 0.06% | 345 | 345 | — | $7.69万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -17,284 | -100.0% | -$121.87万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -5,613 | -100.0% | -$121.56万 | 清仓 |
| FSLY | FASTLY INC | $0 | 0.00% | 0 | -38,790 | -100.0% | -$112.72万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -3,420 | -100.0% | -$101.00万 | 清仓 |
| TECL | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -10,247 | -100.0% | -$88.69万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -5,554 | -100.0% | -$69.31万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -6,342 | -100.0% | -$66.31万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -1,417 | -100.0% | -$56.40万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -3,607 | -100.0% | -$42.79万 | 清仓 |
| TKO | TKO GROUP HOLDINGS INC | $0 | 0.00% | 0 | -2,023 | -100.0% | -$40.80万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,752 | -100.0% | -$26.46万 | 清仓 |
| UI | UBIQUITI INC | $0 | 0.00% | 0 | -321 | -100.0% | -$25.37万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,783 | -100.0% | -$22.16万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -889 | -100.0% | -$20.09万 | 清仓 |