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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
$125.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 113 项
建仓 7
增持 19
减持 78
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
AVGO
BROADCOM INC
+$2.7M
27,057
-6%
减持
NVDA
NVIDIA CORPORATION
+$892.7K
35,677
-18%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$762.5K
17,561
-9%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
MSFT
MICROSOFT CORP
+$727.0K
6,739
-4%
增持
VRT
VERTIV HOLDINGS CO
+$666.8K
7,384
+89%
减持
CVX
CHEVRON CORP NEW
-$565.6K
19,456
-3%
减持
ORCL
ORACLE CORP
+$560.5K
7,230
-1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$545.4K
3,122
+5%
减持
LRCX
LAM RESEARCH CORP
+$542.3K
23,597
-2%
减持
AAPL
APPLE INC
-$470.1K
16,314
-5%
减持
KLAC
KLA CORP
+$463.7K
2,225
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$460.7K
28,492
-2%
建仓
AXSM
AXSOME THERAPEUTICS INC
+$456.7K
4,375
减持
ABBV
ABBVIE INC
-$374.0K
9,925
-6%
减持
META
META PLATFORMS INC
+$354.1K
2,916
-7%
减持
MU
MICRON TECHNOLOGY INC
+$349.2K
11,923
-8%
增持
DELL
DELL TECHNOLOGIES INC
+$321.5K
5,351
+46%
减持
TGTX
TG THERAPEUTICS INC
-$312.4K
53,004
-6%
减持
ANET
ARISTA NETWORKS INC
+$308.8K
14,486
-4%
减持
FISV
FISERV INC
-$301.0K
2,919
-20%
减持
AMZN
AMAZON COM INC
+$269.9K
9,846
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$260.0K
4,668
-3%
建仓
MDB
MONGODB INC
+$259.3K
1,235
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$255.3K
6,191
-2%
减持
PANW
PALO ALTO NETWORKS INC
+$252.1K
9,221
-4%
减持
CAH
CARDINAL HEALTH INC
+$244.9K
11,957
-7%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$239.3K
59,530
-3%
建仓
RTX
RTX CORPORATION
+$230.1K
1,576
清仓
AMLP
ALPS ETF TR
-$227.2K
0
-100%
减持
BAC
BANK AMERICA CORP
+$227.2K
59,155
-4%
建仓
CG
CARLYLE GROUP INC
+$226.9K
4,415
清仓
TX
TERNIUM SA
-$222.5K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$221.7K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$217.6K
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$210.6K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$210.4K
0
-100%
建仓
XLK
SELECT SECTOR SPDR TR
+$207.7K
820
建仓
SPY
SPDR S&P 500 ETF TR
+$207.2K
335
清仓
LGIH
LGI HOMES INC
-$201.7K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$201.6K
971
增持
COF
CAPITAL ONE FINL CORP
+$195.3K
2,631
+29%
减持
SHEL
SHELL PLC
-$191.3K
28,734
-5%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$188.2K
5,740
-4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$176.7K
45,727
-4%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$174.8K
36,833
-2%
减持
WCC
WESCO INTL INC
+$168.2K
7,343
-4%
减持
CSCO
CISCO SYS INC
+$167.4K
30,186
-3%
清仓
RCKT
ROCKET PHARMACEUTICALS INC
-$148.5K
0
-100%
减持
—
BUNGE GLOBAL SA
-$141.1K
4,539
-31%
减持
—
EXXON MOBIL CORP
-$134.9K
5,833
-9%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$132.6K
3,778
-7%
减持
TGT
TARGET CORP
-$129.6K
2,915
-27%
增持
GLW
CORNING INC
+$126.8K
11,251
+11%
减持
PFE
PFIZER INC
-$123.2K
8,653
-34%
增持
MRK
MERCK & CO INC
-$120.9K
17,813
+4%
增持
AMGN
AMGEN INC
-$112.6K
3,606
+0%
减持
DVN
DEVON ENERGY CORP NEW
-$107.4K
9,925
-12%
减持
ARCC
ARES CAPITAL CORP
-$98.2K
138,104
-2%
减持
ADBE
ADOBE INC
-$95.0K
1,300
-17%
增持
KHC
KRAFT HEINZ CO
-$91.5K
20,548
+1%
增持
UGI
UGI CORP NEW
+$83.1K
15,995
+6%
减持
KWEB
KRANESHARES TRUST
-$83.0K
8,976
-20%
减持
MO
ALTRIA GROUP INC
-$81.8K
19,857
-4%
减持
GOOGL
ALPHABET INC
+$80.7K
4,811
-3%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$80.0K
8,640
-0%
减持
UNP
UNION PAC CORP
-$79.3K
3,383
-7%
减持
LDOS
LEIDOS HOLDINGS INC
+$78.8K
5,031
-5%
减持
CAT
CATERPILLAR INC
+$68.2K
1,620
-5%
增持
SLB
SCHLUMBERGER LTD
-$63.8K
10,954
+5%
减持
URI
UNITED RENTALS INC
+$63.7K
592
-3%
增持
ET
ENERGY TRANSFER L P
+$63.7K
14,814
+34%
减持
—
ASML HOLDING N V
+$58.9K
644
-7%
减持
TMHC
TAYLOR MORRISON HOME CORP
-$58.4K
22,696
-6%
增持
AGNC
AGNC INVT CORP
+$57.5K
18,537
+57%
减持
WMT
WALMART INC
+$55.3K
17,324
-7%
减持
OC
OWENS CORNING NEW
-$53.9K
1,471
-18%
减持
TPR
TAPESTRY INC
+$52.9K
6,692
-12%
减持
VLO
VALERO ENERGY CORP
-$52.7K
9,765
-6%
减持
JNJ
JOHNSON & JOHNSON
-$51.9K
2,736
-3%
增持
ARKB
ARK 21SHARES BITCOIN ETF
+$50.8K
7,509
+183%
减持
HASI
HA SUSTAINABLE INFRA CAP INC
-$49.8K
16,483
-2%
减持
GM
GENERAL MTRS CO
-$49.4K
4,438
-22%
增持
HSBC
HSBC HLDGS PLC
+$36.6K
10,734
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$34.9K
1,866
-10%
减持
GILD
GILEAD SCIENCES INC
-$34.5K
11,788
-2%
减持
STLD
STEEL DYNAMICS INC
-$34.0K
3,988
-8%
减持
ALL
ALLSTATE CORP
-$33.9K
4,837
-1%
减持
RSSL
GLOBAL X FDS
-$27.3K
4,412
-14%
减持
UBER
UBER TECHNOLOGIES INC
+$23.8K
2,622
-13%
减持
T
AT&T INC
+$23.1K
126,128
-2%
减持
TFC
TRUIST FINL CORP
+$22.8K
23,425
-2%
减持
IR
INGERSOLL RAND INC
-$20.2K
4,375
-9%
减持
AMD
ADVANCED MICRO DEVICES INC
-$19.9K
2,315
-32%
增持
OHI
OMEGA HEALTHCARE INVS INC
-$19.7K
19,566
+1%
增持
CRM
SALESFORCE INC
+$19.3K
2,297
+2%
清仓
—
REVIVA PHARMACEUTCLS HLDGS I
-$16.7K
0
-100%
减持
OGE
OGE ENERGY CORP
-$15.0K
5,510
-2%
减持
V
VISA INC
+$14.7K
3,515
-0%
减持
GD
GENERAL DYNAMICS CORP
-$13.3K
859
-11%
减持
CBRE
CBRE GROUP INC
+$12.7K
2,133
-3%
减持
VVX
V2X INC
-$12.0K
4,440
-4%
减持
PFFD
GLOBAL X FDS
-$11.9K
11,549
-4%
增持
MET
METLIFE INC
+$9.9K
3,892
+3%
减持
IWM
ISHARES TR
+$9.5K
2,450
-6%
减持
NVO
NOVO-NORDISK A S
-$9.4K
3,443
-3%
减持
CMI
CUMMINS INC
+$9.1K
1,096
-2%
减持
XLI
SELECT SECTOR SPDR TR
-$8.9K
1,448
-15%
减持
HRTX
HERON THERAPEUTICS INC
-$6.9K
49,670
-0%
增持
—
ACCENTURE PLC IRELAND
-$6.0K
999
+2%
减持
HD
HOME DEPOT INC
-$5.0K
783
-2%
增持
AEP
AMERICAN ELEC PWR CO INC
-$3.4K
2,976
+4%
减持
FTNT
FORTINET INC
-$1.3K
6,290
-9%
减持
ISRG
INTUITIVE SURGICAL INC
+$1.2K
406
-8%
