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Cornerstone Select Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Cornerstone Select Advisors, LLC

报告期 2026-03-31 · CIK 0002055366

持仓数

124

前50大市值合计

$125.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AVGO BROADCOM INC

COM

$8.8M

28,592

7.0%

NVDA NVIDIA CORPORATION

COM

$7.3M

41,959

5.8%

LRCX LAM RESEARCH CORP

COM NEW

$5.0M

23,427

4.0%

AAPL APPLE INC

COM

$4.4M

17,520

3.5%

MU MICRON TECHNOLOGY INC

COM

$4.4M

13,094

3.5%

CVX CHEVRON CORPORATION

COM

$4.1M

19,900

3.3%

T AT&T INC

COM

$3.8M

132,446

3.1%

CAH CARDINAL HEALTH INC

COM

$3.6M

16,927

2.8%

KLAC KLA CORP

COM NEW

$3.5M

2,361

2.8%

VRT VERTIV HOLDINGS CO

COM CL A

$3.4M

13,657

2.7%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$3.1M

21,269

2.5%

BAC BANK AMERICA CORP

COM

$3.1M

63,785

2.5%

ARCC ARES CAPITAL CORP

COM

$2.9M

163,540

2.3%

MRK MERCK & CO INC

COM

$2.7M

22,761

2.2%

MSFT MICROSOFT CORP

COM

$2.7M

7,173

2.1%

VLO VALERO ENERGY CORP

COM

$2.6M

10,531

2.1%

SHEL SHELL PLC

SPON ADS

$2.6M

27,809

2.1%

EPD ENTERPRISE PRODS PARTNERS L

COM

$2.5M

66,681

2.0%

CSCO CISCO SYS INC

COM

$2.5M

32,054

2.0%

ABBV ABBVIE INC

COM

$2.4M

11,249

1.9%

VZ VERIZON COMMUNICATIONS INC

COM

$2.4M

48,046

1.9%

AMZN AMAZON COM INC

COM

$2.4M

11,502

1.9%

WMT WALMART INC

COM

$2.3M

18,762

1.9%

LHX L3HARRIS TECHNOLOGIES INC

COM

$2.2M

6,314

1.7%

GILD GILEAD SCIENCES INC

COM

$2.2M

15,604

1.7%

SMH VANECK ETF TRUST

SEMICONDUCTR ETF

$2.1M

5,576

1.7%

META META PLATFORMS INC

CL A

$2.1M

3,628

1.7%

CRWD CROWDSTRIKE HLDGS INC

CL A

$2.0M

5,142

1.6%

ANET ARISTA NETWORKS INC

COM SHS

$2.0M

16,131

1.6%

WCC WESCO INTL INC

COM

$2.0M

7,220

1.6%

PANW PALO ALTO NETWORKS INC

COM

$1.9M

11,676

1.5%

GOOGL ALPHABET INC

CAP STK CL A

$1.9M

6,479

1.5%

GLW CORNING INC

COM

$1.8M

13,179

1.4%

IBM INTERNATIONAL BUSINESS MACHS

COM

$1.8M

7,225

1.4%

ORCL ORACLE CORP

COM

$1.7M

11,886

1.4%

TGTX TG THERAPEUTICS INC

COM

$1.6M

46,908

1.2%

AMGN AMGEN INC

COM

$1.5M

4,384

1.2%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$1.5M

4,356

1.2%

UGI UGI CORP NEW

COM

$1.5M

40,124

1.2%

MO ALTRIA GROUP INC

COM

$1.5M

22,097

1.2%

DELL DELL TECHNOLOGIES INC

CL C

$1.4M

8,681

1.1%

CAT CATERPILLAR INC

COM

$1.3M

1,853

1.0%

TMHC TAYLOR MORRISON HOME CORP

COM

$1.3M

22,396

1.0%

— EXXON MOBIL CORP

COM

$1.3M

7,442

1.0%

V VISA INC

COM CL A

$1.1M

3,799

0.9%

VFH VANGUARD WORLD FD

FINANCIALS ETF

$1.1M

9,493

0.9%

BMY BRISTOL-MYERS SQUIBB CO

COM

$1.1M

18,607

0.9%

CDNS CADENCE DESIGN SYSTEM INC

COM

$1.1M

3,979

0.9%

ALL ALLSTATE CORP

COM

$1.0M

4,992

0.8%

HSBC HSBC HLDGS PLC

SPON ADR NEW

$1.0M

12,488

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

27%前 6 大占比

AVGO7.0%NVDA5.8%LRCX4.0%AAPL3.5%MU3.5%CVX3.3%