Cornerstone Select Advisors, LLC 13F 持仓 · 2026年Q2
Cornerstone Select Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 149 只证券，申报市值合计 2.38 亿美元。前几大持仓：MU（6.91%）、LRCX（5.43%）、AVGO（4.99%）。本季前 25 大持仓中：增持 24 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $16.4M | 6.91% | 14,227 | 增持 |
| 2 | LRCX | LAM RESEARCH CORP | $12.9M | 5.43% | 29,766 | 增持 |
| 3 | AVGO | BROADCOM INC | $11.9M | 4.99% | 31,375 | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $8.6M | 3.64% | 43,208 | 增持 |
| 5 | KLAC | KLA CORP | $7.7M | 3.25% | 25,598 | 增持 |
| 6 | AAPL | APPLE INC | $5.7M | 2.41% | 19,752 | 增持 |
| 7 | VRT | VERTIV HOLDINGS CO | $5.1M | 2.15% | 15,234 | 增持 |
| 8 | DELL | DELL TECHNOLOGIES INC | $4.9M | 2.05% | 11,283 | 增持 |
| 9 | PANW | PALO ALTO NETWORKS INC | $4.5M | 1.88% | 13,105 | 增持 |
| 10 | CAH | CARDINAL HEALTH INC | $4.4M | 1.85% | 18,456 | 增持 |
| 11 | CRWD | CROWDSTRIKE HLDGS INC | $4.4M | 1.85% | 5,754 | 增持 |
| 12 | CSCO | CISCO SYS INC | $4.1M | 1.73% | 34,903 | 增持 |
| 13 | CVX | CHEVRON CORPORATION | $4.0M | 1.69% | 24,286 | 增持 |
| 14 | BAC | BANK OF AMER CORP | $3.9M | 1.65% | 68,933 | 增持 |
| 15 | SMH | VANECK ETF TRUST | $3.6M | 1.50% | 5,443 | 减持 |
| 16 | VLO | VALERO ENERGY CORP | $3.5M | 1.46% | 13,285 | 增持 |
| 17 | PLTR | PALANTIR TECHNOLOGIES INC | $3.4M | 1.44% | 29,272 | 增持 |
| 18 | GLW | CORNING INC | $3.4M | 1.42% | 13,246 | 增持 |
| 19 | ABBV | ABBVIE INC | $3.3M | 1.40% | 13,222 | 增持 |
| 20 | MRK | MERCK & CO INC | $3.3M | 1.38% | 25,523 | 增持 |
| 21 | ARCC | ARES CAPITAL CORP | $3.2M | 1.34% | 171,613 | 增持 |
| 22 | ANET | ARISTA NETWORKS INC | $3.1M | 1.32% | 18,523 | 增持 |
| 23 | AMZN | AMAZON COM INC | $3.1M | 1.30% | 12,996 | 增持 |
| 24 | T | AT&T INC | $3.0M | 1.27% | 145,746 | 增持 |
| 25 | MSFT | MICROSOFT CORP | $3.0M | 1.26% | 8,019 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR