Bannerstone Capital Management, LLC
WAYZATA MN · SEC CIK 0002083499
$9,759.20万2026Q1 申报市值
97持仓数
38.2%前十大占比 · 第一大 5.5%
13 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CW 新建仓+$145.76万
FSLY 新建仓+$112.72万
AAOI 新建仓+$85.46万
MSTR 新建仓+$69.31万
TER 新建仓+$60.24万
2026Q1 卖出最多 按季末市值估算
BMNR 清仓-$110.76万
HOOD 清仓-$82.19万
BLK 清仓-$62.15万
VRTX 清仓-$60.84万
INOD 清仓-$59.54万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $536.32万 | 5.50% | 36,442 | 834 | 2.3% | $12.27万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $530.97万 | 5.44% | 30,445 | -453 | -1.5% | -$7.90万 | 减仓 |
| AAPL | APPLE INC | $507.27万 | 5.20% | 19,988 | 12 | 0.1% | $3,045 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $461.37万 | 4.73% | 9,628 | -354 | -3.5% | -$16.96万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $353.72万 | 3.62% | 4,185 | 41 | 1.0% | $3.47万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $297.91万 | 3.05% | 13,729 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $286.01万 | 2.93% | 9,723 | -26 | -0.3% | -$7,648 | 减仓 |
| MSFT | MICROSOFT CORP | $267.04万 | 2.74% | 7,220 | 91 | 1.3% | $3.37万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $250.70万 | 2.57% | 11,774 | 1,697 | 16.8% | $36.13万 | 加仓 |
| PWR | QUANTA SVCS INC | $239.48万 | 2.45% | 4,362 | 6 | 0.1% | $3,294 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $218.21万 | 2.24% | 3,999 | 747 | 23.0% | $40.76万 | 加仓 |
| LLY | ELI LILLY & CO | $173.19万 | 1.77% | 1,883 | 53 | 2.9% | $4.87万 | 加仓 |
| ETN | EATON CORP PLC | $170.25万 | 1.74% | 4,760 | 60 | 1.3% | $2.15万 | 加仓 |
| FIX | COMFORT SYS USA INC | $168.93万 | 1.73% | 1,225 | -160 | -11.6% | -$22.06万 | 减仓 |
| DB | DEUTSCHE BK AG | $153.48万 | 1.57% | 51,539 | 600 | 1.2% | $1.79万 | 加仓 |
| WRB | BERKLEY W R CORP | $149.02万 | 1.53% | 22,483 | 284 | 1.3% | $1.88万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $145.76万 | 1.49% | 2,140 | 2,140 | — | $145.76万 | 新建仓 |
| AMZN | AMAZON COM INC | $141.69万 | 1.45% | 6,803 | 96 | 1.4% | $2.00万 | 加仓 |
| AGX | ARGAN INC | $141.24万 | 1.45% | 2,593 | -43 | -1.6% | -$2.34万 | 减仓 |
| QQQ | INVESCO QQQ TR | $132.25万 | 1.36% | 2,291 | 2 | 0.1% | $1,154 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $128.38万 | 1.32% | 2,772 | 11 | 0.4% | $5,095 | 加仓 |
| MA | MASTERCARD INCORPORATED | $125.94万 | 1.29% | 2,521 | 30 | 1.2% | $1.50万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $122.72万 | 1.26% | 51,692 | -2,343 | -4.3% | -$5.56万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $121.87万 | 1.25% | 17,284 | -950 | -5.2% | -$6.70万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $121.56万 | 1.25% | 5,613 | 193 | 3.6% | $4.18万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $120.61万 | 1.24% | 4,923 | -167 | -3.3% | -$4.09万 | 减仓 |
| CLS | CELESTICA INC | $118.56万 | 1.21% | 4,209 | -158 | -3.6% | -$4.45万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $117.22万 | 1.20% | 5,762 | -39 | -0.7% | -$7,934 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $115.77万 | 1.19% | 3,827 | 47 | 1.2% | $1.42万 | 加仓 |
| FSLY | FASTLY INC | $112.72万 | 1.16% | 38,790 | 38,790 | — | $112.72万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $109.50万 | 1.12% | 8,082 | -210 | -2.5% | -$2.85万 | 减仓 |
| VO | VANGUARD INDEX FDS | $105.78万 | 1.08% | 3,683 | 14 | 0.4% | $4,021 | 加仓 |
| CME | CME GROUP INC | $101.00万 | 1.03% | 3,420 | -742 | -17.8% | -$21.91万 | 减仓 |
| TECL | DIREXION SHARES ETF TRUST | $88.69万 | 0.91% | 10,247 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $87.95万 | 0.90% | 5,486 | 115 | 2.1% | $1.84万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $85.46万 | 0.88% | 10,103 | 10,103 | — | $85.46万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $84.00万 | 0.86% | 843 | -26 | -3.0% | -$2.59万 | 减仓 |
| SNPS | SYNOPSYS INC | $79.53万 | 0.81% | 2,006 | 83 | 4.3% | $3.29万 | 加仓 |
| VLO | VALERO ENERGY CORP | $74.28万 | 0.76% | 3,006 | 47 | 1.6% | $1.16万 | 加仓 |
| AVGO | BROADCOM INC | $72.96万 | 0.75% | 2,357 | 86 | 3.8% | $2.66万 | 加仓 |
| GE | GE AEROSPACE | $71.74万 | 0.74% | 2,940 | -75 | -2.5% | -$1.83万 | 减仓 |
| MSTR | STRATEGY INC | $69.31万 | 0.71% | 5,554 | 5,554 | — | $69.31万 | 新建仓 |
| DE | DEERE & CO | $69.17万 | 0.71% | 1,228 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $68.13万 | 0.70% | 2,090 | 23 | 1.1% | $7,497 | 加仓 |
| GOOGL | ALPHABET INC | $66.72万 | 0.68% | 2,320 | 60 | 2.7% | $1.73万 | 加仓 |
| NOW | SERVICENOW INC | $66.31万 | 0.68% | 6,342 | -183 | -2.8% | -$1.91万 | 减仓 |
| GEV | GE VERNOVA INC | $65.38万 | 0.67% | 749 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $65.23万 | 0.67% | 2,668 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC | $63.61万 | 0.65% | 6,017 | 333 | 5.9% | $3.52万 | 加仓 |
| GOOG | ALPHABET INC | $61.79万 | 0.63% | 2,154 | -14 | -0.6% | -$4,016 | 减仓 |
| TER | TERADYNE INC | $60.24万 | 0.62% | 2,032 | 2,032 | — | $60.24万 | 新建仓 |
| APP | APPLOVIN CORP | $56.40万 | 0.58% | 1,417 | 18 | 1.3% | $7,164 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $54.44万 | 0.56% | 8,117 | 414 | 5.4% | $2.78万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $51.85万 | 0.53% | 2,454 | 79 | 3.3% | $1.67万 | 加仓 |
| GHC | GRAHAM HLDGS CO | $51.70万 | 0.53% | 489 | 6 | 1.2% | $6,344 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $51.47万 | 0.53% | 5,232 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $51.24万 | 0.53% | 348 | -3 | -0.9% | -$4,417 | 减仓 |
| HD | HOME DEPOT INC | $49.83万 | 0.51% | 1,515 | -69 | -4.4% | -$2.27万 | 减仓 |
| TGT | TARGET CORP | $46.64万 | 0.48% | 3,848 | -561 | -12.7% | -$6.80万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $46.18万 | 0.47% | 1,519 | 72 | 5.0% | $2.19万 | 加仓 |
| ASML | ASML HLDG NV | $45.96万 | 0.47% | 348 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $44.72万 | 0.46% | 2,056 | 52 | 2.6% | $1.13万 | 加仓 |
| PEP | PEPSICO INC | $43.12万 | 0.44% | 2,777 | 83 | 3.1% | $1.29万 | 加仓 |
| SHOP | SHOPIFY INC | $42.79万 | 0.44% | 3,607 | 233 | 6.9% | $2.76万 | 加仓 |
| RTX | RTX CORPORATION | $42.06万 | 0.43% | 2,180 | 19 | 0.9% | $3,666 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $40.80万 | 0.42% | 2,023 | 92 | 4.8% | $1.86万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $40.35万 | 0.41% | 1,169 | 1,169 | — | $40.35万 | 新建仓 |
| EOG | EOG RES INC | $40.01万 | 0.41% | 2,768 | -92 | -3.2% | -$1.33万 | 减仓 |
| R | RYDER SYS INC | $38.99万 | 0.40% | 1,905 | 3 | 0.2% | $614 | 加仓 |
| GLD | SPDR GOLD TR | $37.09万 | 0.38% | 862 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $36.83万 | 0.38% | 7,938 | -125 | -1.6% | -$5,800 | 减仓 |
| VST | VISTRA CORP | $35.98万 | 0.37% | 2,393 | -3,897 | -62.0% | -$58.60万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $35.52万 | 0.36% | 1,313 | -1 | -0.1% | -$270 | 减仓 |
| RKLB | ROCKET LAB CORP | $35.48万 | 0.36% | 5,525 | 5,525 | — | $35.48万 | 新建仓 |
| DFAU | DIMENSIONAL ETF TRUST | $34.06万 | 0.35% | 7,549 | 70 | 0.9% | $3,158 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $32.81万 | 0.34% | 5,254 | 34 | 0.7% | $2,123 | 加仓 |
| SLV | ISHARES SILVER TR | $32.67万 | 0.33% | 4,795 | -15 | -0.3% | -$1,022 | 减仓 |
| VB | VANGUARD INDEX FDS | $30.25万 | 0.31% | 1,155 | 4 | 0.3% | $1,048 | 加仓 |
| TTC | TORO CO | $29.90万 | 0.31% | 3,200 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $28.79万 | 0.30% | 3,163 | -82 | -2.5% | -$7,464 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $28.12万 | 0.29% | 1,693 | 1,693 | — | $28.12万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.37万 | 0.28% | 1,129 | -2 | -0.2% | -$485 | 减仓 |
| NFLX | NETFLIX INC. | $26.46万 | 0.27% | 2,752 | -4,769 | -63.4% | -$45.85万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $25.44万 | 0.26% | 421 | -3 | -0.7% | -$1,813 | 减仓 |
| UI | UBIQUITI INC | $25.37万 | 0.26% | 321 | 321 | — | $25.37万 | 新建仓 |
| MMM | 3M CO | $25.28万 | 0.26% | 1,741 | 1 | 0.1% | $145 | 加仓 |
| META | META PLATFORMS INC | $24.51万 | 0.25% | 428 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $23.72万 | 0.24% | 739 | 13 | 1.8% | $4,173 | 加仓 |
| STT | STATE STR CORP | $23.70万 | 0.24% | 1,873 | 3 | 0.2% | $380 | 加仓 |
| SBUX | STARBUCKS CORP | $23.26万 | 0.24% | 2,596 | 2,596 | — | $23.26万 | 新建仓 |
| IVV | ISHARES TR | $22.89万 | 0.23% | 350 | -35 | -9.1% | -$2.29万 | 减仓 |
| WMT | WALMART INC | $22.16万 | 0.23% | 1,783 | 1,783 | — | $22.16万 | 新建仓 |
| DGRO | ISHARES TR | $21.96万 | 0.23% | 3,129 | 116 | 3.8% | $8,142 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $21.93万 | 0.22% | 5,629 | 190 | 3.5% | $7,403 | 加仓 |
| CAT | CATERPILLAR INC | $21.25万 | 0.22% | 300 | 300 | — | $21.25万 | 新建仓 |
| TSLA | TESLA INC | $20.78万 | 0.21% | 559 | -18 | -3.1% | -$6,691 | 减仓 |
| — | HONEYWELL INTL INC | $20.09万 | 0.21% | 889 | 889 | — | $20.09万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -40,795 | -100.0% | -$110.76万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -7,267 | -100.0% | -$82.19万 | 清仓 |