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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 108 项
建仓 5
增持 79
减持 19
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$2.6M
44,184
+24%
增持
AVGO
BROADCOM INC
+$2.0M
28,611
+6%
增持
AAPL
APPLE INC
+$1.0M
17,097
+5%
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。
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$996.2K
18,584
+6%
增持
ORCL
ORACLE CORP
+$978.1K
9,099
+26%
减持
LRCX
LAM RESEARCH CORP
+$858.6K
23,566
-0%
增持
VRT
VERTIV HOLDINGS CO
+$852.1K
11,933
+62%
增持
ANET
ARISTA NETWORKS INC
+$718.0K
15,099
+4%
增持
ABBV
ABBVIE INC
+$678.5K
10,887
+10%
增持
MU
MICRON TECHNOLOGY INC
+$630.9K
12,553
+5%
增持
KLAC
KLA CORP
+$539.9K
2,349
+6%
增持
VLO
VALERO ENERGY CORP
+$446.9K
10,334
+6%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$446.5K
4,153
+33%
增持
GOOGL
ALPHABET INC
+$424.1K
5,232
+9%
增持
DELL
DELL TECHNOLOGIES INC
+$413.9K
7,547
+41%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$412.8K
6,066
+6%
增持
MSFT
MICROSOFT CORP
+$397.9K
7,240
+7%
增持
BAC
BANK AMERICA CORP
+$395.2K
61,920
+5%
增持
GLW
CORNING INC
+$365.8K
11,672
+4%
增持
CVX
CHEVRON CORP NEW
+$346.6K
20,171
+4%
增持
MRK
MERCK & CO INC
+$337.0K
20,816
+17%
清仓
DVN
DEVON ENERGY CORP NEW
-$315.7K
0
-100%
增持
CAH
CARDINAL HEALTH INC
+$314.3K
14,800
+24%
增持
LDOS
LEIDOS HOLDINGS INC
+$289.2K
5,731
+14%
增持
AGNC
AGNC INVT CORP
+$285.2K
46,529
+151%
增持
PANW
PALO ALTO NETWORKS INC
+$279.1K
10,638
+15%
增持
META
META PLATFORMS INC
+$277.8K
3,309
+13%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$276.4K
23,116
-19%
增持
MO
ALTRIA GROUP INC
+$256.8K
21,510
+8%
增持
AMD
ADVANCED MICRO DEVICES INC
+$254.8K
3,605
+56%
增持
TPR
TAPESTRY INC
+$254.1K
7,434
+11%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$237.8K
40,352
+10%
清仓
NVO
NOVO-NORDISK A S
-$237.6K
0
-100%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$228.6K
3,965
+5%
建仓
PRU
PRUDENTIAL FINL INC
+$225.5K
2,174
建仓
TX
TERNIUM SA
+$214.8K
6,184
清仓
XLI
SELECT SECTOR SPDR TR
-$213.7K
0
-100%
清仓
PFE
PFIZER INC
-$209.7K
0
-100%
建仓
CSX
CSX CORP COM
+$208.3K
5,865
增持
WMT
WALMART INC
+$206.0K
18,435
+6%
增持
WCC
WESCO INTL INC
+$203.3K
7,391
+1%
建仓
WFC
WELLS FARGO & CO COM
+$203.0K
2,422
清仓
TXN
TEXAS INSTRS INC
-$201.6K
0
-100%
增持
MDB
MONGODB INC
+$193.5K
1,459
+18%
增持
CAT
CATERPILLAR INC
+$191.8K
1,720
+6%
增持
HSBC
HSBC HLDGS PLC
+$191.0K
11,884
+11%
增持
—
ASML HOLDING N V
+$178.0K
717
+11%
增持
VZ
VERIZON COMMUNICATIONS INC
+$173.7K
48,973
+7%
增持
JNJ
JOHNSON & JOHNSON
+$168.8K
3,164
+16%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$161.9K
7,041
+14%
增持
TMHC
TAYLOR MORRISON HOME CORP
+$160.7K
23,553
+4%
建仓
NWG
NATWEST GROUP PLC
+$152.6K
10,784
增持
OHI
OMEGA HEALTHCARE INVS INC
+$152.5K
20,597
+5%
增持
GILD
GILEAD SCIENCES INC
+$149.3K
13,119
+11%
减持
—
BUNGE GLOBAL SA
-$135.9K
2,812
-38%
增持
UGI
UGI CORP NEW
+$133.2K
21,519
+35%
增持
IWM
ISHARES TR
+$132.9K
2,734
+12%
增持
AMZN
AMAZON COM INC
+$129.3K
10,427
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$122.7K
2,104
+13%
减持
EME
EMCOR GROUP INC
+$121.1K
1,103
-1%
减持
KHC
KRAFT HEINZ CO
-$115.9K
15,925
-22%
增持
—
EXXON MOBIL CORP
+$115.8K
6,604
+13%
增持
TFC
TRUIST FINL CORP
+$107.7K
24,383
+4%
增持
GM
GENERAL MTRS CO
+$107.3K
5,342
+20%
增持
AMGN
AMGEN INC
+$102.3K
3,930
+9%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$98.3K
62,177
+4%
减持
URI
UNITED RENTALS INC
+$97.2K
569
-4%
增持
TGTX
TG THERAPEUTICS INC
+$89.5K
55,284
+4%
增持
FISV
FISERV INC
-$88.9K
3,214
+10%
增持
RTX
RTX CORPORATION
+$88.5K
1,904
+21%
增持
CSCO
CISCO SYS INC
+$85.1K
31,854
+6%
减持
UNP
UNION PAC CORP
-$84.0K
2,937
-13%
增持
SLB
SCHLUMBERGER LTD
+$83.0K
13,189
+20%
增持
FTNT
FORTINET INC
-$72.9K
7,042
+12%
增持
KWEB
KRANESHARES TRUST
+$72.3K
9,056
+1%
增持
HASI
HA SUSTAINABLE INFRA CAP INC
+$72.3K
16,776
+2%
增持
MET
METLIFE INC
+$71.6K
4,669
+20%
增持
ALL
ALLSTATE CORP
+$71.2K
4,868
+1%
减持
COF
CAPITAL ONE FINL CORP
-$67.4K
2,316
-12%
增持
VVX
V2X INC
+$67.3K
4,870
+10%
增持
RSSL
GLOBAL X FDS
+$58.4K
4,558
+3%
增持
CBRE
CBRE GROUP INC
+$54.4K
2,242
+5%
增持
ARCC
ARES CAPITAL CORP
-$50.8K
146,104
+6%
减持
TGT
TARGET CORP
-$43.4K
2,722
-7%
增持
ADBE
ADOBE INC
+$43.1K
1,548
+19%
增持
UBER
UBER TECHNOLOGIES INC
+$43.1K
2,937
+12%
减持
GD
GENERAL DYNAMICS CORP
+$40.7K
854
-1%
增持
SHEL
SHELL PLC
+$40.3K
28,847
+0%
增持
OC
OWENS CORNING NEW COM
+$36.8K
1,690
+15%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$36.5K
7,404
-14%
增持
ARKB
ARK 21SHARES BITCOIN ETF
+$30.4K
7,869
+5%
增持
HRTX
HERON THERAPEUTICS INC
-$28.4K
59,070
+19%
减持
HD
HOME DEPOT INC
+$28.2K
778
-1%
减持
STLD
STEEL DYNAMICS INC
+$27.8K
3,861
-3%
增持
ISRG
INTUITIVE SURGICAL INC
+$27.6K
555
+37%
增持
MELI
MERCADOLIBRE INC
+$20.6K
171
+18%
增持
V
VISA INC
+$19.9K
3,714
+6%
减持
NSC
NORFOLK SOUTHN CORP
+$19.1K
891
-8%
减持
IR
INGERSOLL RAND INC
-$18.6K
4,180
-4%
减持
AEP
AMERICAN ELEC PWR CO INC
+$17.3K
2,899
-3%
增持
CRM
SALESFORCE INC
-$17.0K
2,571
+12%
增持
MA
MASTERCARD INCORPORATED
+$14.5K
391
+6%
增持
ET
ENERGY TRANSFER L P
-$11.6K
14,977
+1%
减持
OGE
OGE ENERGY CORP
+$9.3K
5,486
-0%
减持
XLK
SELECT SECTOR SPDR TR
-$5.5K
717
-13%
增持
T
AT&T INC
-$4.0K
129,112
+2%
增持
—
ACCENTURE PLC IRELAND
-$3.2K
1,198
+20%
减持
SPY
SPDR S&P 500 ETF TR
-$436
310
-7%
