Cornerstone Select Advisors, LLC
- SEC CIK
- 0002055366
- 最新申報
- 2026/8/5
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 110
- 較 2025 年第 2 季 0
- 總值
- $1.36 億
- 較 2025 年第 2 季 +$2,241 萬 (+19.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 28,611 | $943.9 萬 | 6.9% | +1,554+5.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 44,184 | $824.4 萬 | 6.1% | +8,507+23.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 17,097 | $435.4 萬 | 3.2% | +783+4.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,240 | $375.0 萬 | 2.8% | +501+7.4% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 129,112 | $364.6 萬 | 2.7% | +2,984+2.4% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 18,584 | $339.0 萬 | 2.5% | +1,023+5.8% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 61,920 | $319.4 萬 | 2.3% | +2,765+4.7% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 23,566 | $315.6 萬 | 2.3% | −31−0.1% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 20,171 | $313.2 萬 | 2.3% | +715+3.7% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 146,104 | $298.2 萬 | 2.2% | +8,000+5.8% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 9,099 | $255.9 萬 | 1.9% | +1,869+25.9% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 2,349 | $253.3 萬 | 1.9% | +124+5.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,887 | $252.1 萬 | 1.9% | +962+9.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,309 | $243.0 萬 | 1.8% | +393+13.5% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 14,800 | $232.3 萬 | 1.7% | +2,843+23.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 10,427 | $228.9 萬 | 1.7% | +581+5.9% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 15,099 | $220.0 萬 | 1.6% | +613+4.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 31,854 | $217.9 萬 | 1.6% | +1,668+5.5% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 10,638 | $216.6 萬 | 1.6% | +1,417+15.4% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 48,973 | $215.2 萬 | 1.6% | +3,246+7.1% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 12,553 | $210.0 萬 | 1.5% | +630+5.3% | 加碼 | 歷史 |
| SHELShell plc | ADR | 28,847 | $206.3 萬 | 1.5% | +113+0.4% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 4,153 | $203.7 萬 | 1.5% | +1,031+33.0% | 加碼 | 歷史 |
| TGTXTG Therapeutics, Inc. | COM | 55,284 | $199.7 萬 | 1.5% | +2,280+4.3% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 7,041 | $198.7 萬 | 1.5% | +850+13.7% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 62,177 | $194.4 萬 | 1.4% | +2,647+4.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 18,435 | $190.0 萬 | 1.4% | +1,111+6.4% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 6,066 | $185.3 萬 | 1.4% | +326+5.7% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 11,933 | $180.0 萬 | 1.3% | +4,549+61.6% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 10,334 | $176.0 萬 | 1.3% | +569+5.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 20,816 | $174.7 萬 | 1.3% | +3,003+16.9% | 加碼 | 歷史 |
| WCCWesco International Inc | COM | 7,391 | $156.3 萬 | 1.1% | +48+0.7% | 加碼 | 歷史 |
| TMHCTaylor Morrison Home Corp | COM | 23,553 | $155.5 萬 | 1.1% | +857+3.8% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 13,119 | $145.6 萬 | 1.1% | +1,331+11.3% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 21,510 | $142.1 萬 | 1.0% | +1,653+8.3% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 3,965 | $139.3 萬 | 1.0% | +187+4.9% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,668 | $130.4 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,232 | $127.2 萬 | 0.9% | +421+8.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 3,714 | $126.8 萬 | 0.9% | +199+5.7% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 24,383 | $111.5 萬 | 0.8% | +958+4.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,930 | $110.9 萬 | 0.8% | +324+9.0% | 加碼 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 5,731 | $108.3 萬 | 0.8% | +700+13.9% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 7,547 | $107.0 萬 | 0.8% | +2,196+41.0% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 4,868 | $104.5 萬 | 0.8% | +31+0.6% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 23,116 | $104.3 萬 | 0.8% | −5,376−18.9% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 40,352 | $99.1 萬 | 0.7% | +3,519+9.6% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 11,672 | $95.7 萬 | 0.7% | +421+3.7% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 20,597 | $87.0 萬 | 0.6% | +1,031+5.3% | 加碼 | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 11,884 | $84.4 萬 | 0.6% | +1,150+10.7% | 加碼 | 歷史 |
| TPRTapestry, Inc. | COM | 7,434 | $84.2 萬 | 0.6% | +742+11.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,720 | $82.1 萬 | 0.6% | +100+6.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,604 | $74.5 萬 | 0.5% | +771+13.2% | 加碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 1,103 | $71.6 萬 | 0.5% | −10−0.9% | 減碼 | 歷史 |
| UGIUgi Corp | Stock | 21,519 | $71.6 萬 | 0.5% | +5,524+34.5% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,937 | $69.4 萬 | 0.5% | −446−13.2% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 717 | $69.4 萬 | 0.5% | +73+11.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,104 | $66.4 萬 | 0.5% | +238+12.8% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,734 | $66.2 萬 | 0.5% | +284+11.6% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 2,571 | $60.9 萬 | 0.4% | +274+11.9% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 7,042 | $59.2 萬 | 0.4% | +752+12.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,164 | $58.7 萬 | 0.4% | +428+15.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,605 | $58.3 萬 | 0.4% | +1,290+55.7% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,548 | $54.6 萬 | 0.4% | +248+19.1% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 569 | $54.3 萬 | 0.4% | −23−3.9% | 減碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 3,861 | $53.8 萬 | 0.4% | −127−3.2% | 減碼 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 4,375 | $53.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 16,776 | $51.5 萬 | 0.4% | +293+1.8% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 2,316 | $49.2 萬 | 0.4% | −315−12.0% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 1,096 | $46.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 690 | $46.2 萬 | 0.3% | 00.0% | 不變 | – |
| AGNCAGNC Investment Corp. | REIT | 46,529 | $45.6 萬 | 0.3% | +27,992+151.0% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 13,189 | $45.3 萬 | 0.3% | +2,235+20.4% | 加碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 1,459 | $45.3 萬 | 0.3% | +224+18.1% | 加碼 | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 7,404 | $44.8 萬 | 0.3% | −1,236−14.3% | 減碼 | 歷史 |
| Global X FDS37960A453 | X RUSSELL 2000 E | 4,558 | $43.4 萬 | 0.3% | +146+3.3% | 加碼 | – |
| KHCKraft Heinz Co | Stock | 15,925 | $41.5 萬 | 0.3% | −4,623−22.5% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 3,214 | $41.4 萬 | 0.3% | +295+10.1% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 171 | $40.0 萬 | 0.3% | +26+17.9% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 4,669 | $38.5 萬 | 0.3% | +777+20.0% | 加碼 | 歷史 |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 9,056 | $38.0 萬 | 0.3% | +80+0.9% | 加碼 | – |
| CBRECbre Group, Inc. | CL A | 2,242 | $35.3 萬 | 0.3% | +109+5.1% | 加碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 4,180 | $34.5 萬 | 0.3% | −195−4.5% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,899 | $32.6 萬 | 0.2% | −77−2.6% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 5,342 | $32.6 萬 | 0.2% | +904+20.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 1,904 | $31.9 萬 | 0.2% | +328+20.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 778 | $31.5 萬 | 0.2% | −5−0.6% | 減碼 | 歷史 |
| ARKBArk 21Shares Bitcoin ETF | SHS BEN INT | 7,869 | $29.9 萬 | 0.2% | +360+4.8% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 1,198 | $29.5 萬 | 0.2% | +199+19.9% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 854 | $29.1 萬 | 0.2% | −5−0.6% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 2,937 | $28.8 萬 | 0.2% | +315+12.0% | 加碼 | 歷史 |
| VVXV2X, Inc. | COM | 4,870 | $28.3 萬 | 0.2% | +430+9.7% | 加碼 | 歷史 |
| CGCarlyle Group Inc. | COM | 4,415 | $27.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 891 | $26.8 萬 | 0.2% | −80−8.2% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 14,977 | $25.7 萬 | 0.2% | +163+1.1% | 加碼 | 歷史 |
| OGEOGE Energy Corp. | COM | 5,486 | $25.4 萬 | 0.2% | −24−0.4% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 555 | $24.8 萬 | 0.2% | +149+36.7% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 2,722 | $24.4 萬 | 0.2% | −193−6.6% | 減碼 | 歷史 |
| OCOwens Corning | Stock | 1,690 | $23.9 萬 | 0.2% | +219+14.9% | 加碼 | 歷史 |
| BGBunge Global SA | COM SHS | 2,812 | $22.8 萬 | 0.2% | −1,727−38.0% | 減碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,174 | $22.5 萬 | 0.2% | +2,174 | 新進 | 歷史 |
2025 年第 2 季之後清倉（5 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DVNDevon Energy Corp | Stock | 9,925 | $31.6 萬 | 0.3% | 歷史 |
| NVONovo Nordisk A S | ADR | 3,443 | $23.8 萬 | 0.2% | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,448 | $21.4 萬 | 0.2% | – |
| PFEPfizer Inc | Stock | 8,653 | $21.0 萬 | 0.2% | 歷史 |
| TXNTexas Instruments Inc | Stock | 971 | $20.2 萬 | 0.2% | 歷史 |