Cornerstone Select Advisors, LLC
- SEC CIK
- 0002055366
- 最新申報
- 2026/8/5
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/5 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 149
- 較 2026 年第 1 季 +25
- 總值
- $2.38 億
- 較 2026 年第 1 季 +$7,789 萬 (+48.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MUMicron Technology Inc | Stock | 14,227 | $1,642 萬 | 6.9% | +1,133+8.7% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 29,766 | $1,290 萬 | 5.4% | +6,339+27.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 31,375 | $1,185 萬 | 5.0% | +2,783+9.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 43,208 | $864.6 萬 | 3.6% | +1,249+3.0% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 25,598 | $772.3 萬 | 3.3% | +1,988+8.4% | 加碼依 10 比 1 拆股換算 | 歷史 |
| AAPLApple Inc. | Stock | 19,752 | $571.5 萬 | 2.4% | +2,232+12.7% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 15,234 | $510.1 萬 | 2.1% | +1,577+11.5% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 11,283 | $486.8 萬 | 2.0% | +2,602+30.0% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 13,105 | $446.9 萬 | 1.9% | +1,429+12.2% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,754 | $439.1 萬 | 1.8% | +612+11.9% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 18,456 | $438.4 萬 | 1.8% | +1,529+9.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 34,903 | $410.0 萬 | 1.7% | +2,849+8.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 24,286 | $402.6 萬 | 1.7% | +4,386+22.0% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 68,933 | $392.8 萬 | 1.7% | +5,148+8.1% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 5,443 | $357.0 萬 | 1.5% | −133−2.4% | 減碼 | – |
| VLOValero Energy Corp | Stock | 13,285 | $346.0 萬 | 1.5% | +2,754+26.2% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 29,272 | $341.5 萬 | 1.4% | +8,003+37.6% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 13,246 | $338.3 萬 | 1.4% | +67+0.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 13,222 | $332.7 萬 | 1.4% | +1,973+17.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 25,523 | $328.0 萬 | 1.4% | +2,762+12.1% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 171,613 | $318.0 萬 | 1.3% | +8,073+4.9% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 18,523 | $314.7 萬 | 1.3% | +2,392+14.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 12,996 | $309.7 萬 | 1.3% | +1,494+13.0% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 145,746 | $301.7 萬 | 1.3% | +13,300+10.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,019 | $299.1 萬 | 1.3% | +846+11.8% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 80,102 | $294.5 萬 | 1.2% | +13,421+20.1% | 加碼 | 歷史 |
| WCCWesco International Inc | COM | 7,469 | $258.0 萬 | 1.1% | +249+3.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 7,122 | $254.5 萬 | 1.1% | +643+9.9% | 加碼 | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 9,239 | $251.3 萬 | 1.1% | +1,402+17.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 21,447 | $242.9 萬 | 1.0% | +2,685+14.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 4,091 | $237.7 萬 | 1.0% | +413+11.2% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 18,744 | $236.8 萬 | 1.0% | +3,140+20.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,140 | $233.2 萬 | 1.0% | +512+14.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 8,293 | $233.2 萬 | 1.0% | +1,068+14.8% | 加碼 | 歷史 |
| SHELShell plc | ADR | 28,955 | $224.5 萬 | 0.9% | +1,146+4.1% | 加碼 | 歷史 |
| TGTXTG Therapeutics, Inc. | COM | 40,217 | $221.0 萬 | 0.9% | −6,691−14.3% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 48,654 | $219.5 萬 | 0.9% | +6,155+14.5% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,028 | $216.0 萬 | 0.9% | +175+9.4% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 50,240 | $212.7 萬 | 0.9% | +2,194+4.6% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,282 | $204.5 萬 | 0.9% | −74−1.7% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 28,195 | $202.9 萬 | 0.9% | +6,098+27.6% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 13,476 | $197.5 萬 | 0.8% | +1,590+13.4% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 6,401 | $186.0 萬 | 0.8% | +87+1.4% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 928 | $184.6 萬 | 0.8% | +258+38.5% | 加碼 | 歷史 |
| TMHCTaylor Morrison Home Corp | COM | 23,961 | $171.9 萬 | 0.7% | +1,565+7.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 4,743 | $171.8 萬 | 0.7% | +359+8.2% | 加碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 2,046 | $169.8 萬 | 0.7% | +882+75.8% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 4,506 | $169.1 萬 | 0.7% | +527+13.2% | 加碼 | 歷史 |
| COHRCoherent Corp. | COM | 4,225 | $166.7 萬 | 0.7% | +2,045+93.8% | 加碼 | 歷史 |
| UGIUgi Corp | Stock | 42,218 | $145.8 萬 | 0.6% | +2,094+5.2% | 加碼 | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 14,039 | $133.5 萬 | 0.6% | +1,551+12.4% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 26,299 | $131.0 萬 | 0.6% | +4,068+18.3% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 27,442 | $130.8 萬 | 0.6% | +4,569+20.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 3,783 | $129.8 萬 | 0.5% | −16−0.4% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 6,907 | $127.9 萬 | 0.5% | +830+13.7% | 加碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 9,526 | $125.4 萬 | 0.5% | +33+0.3% | 加碼 | – |
| CMICummins Inc | Stock | 1,695 | $120.9 萬 | 0.5% | +635+59.9% | 加碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 5,231 | $120.0 萬 | 0.5% | +1,488+39.8% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 4,992 | $118.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,648 | $118.2 萬 | 0.5% | +1,206+16.2% | 加碼 | 歷史 |
| AGNCAGNC Investment Corp. | REIT | 101,142 | $110.2 萬 | 0.5% | +10,283+11.3% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 19,000 | $109.5 萬 | 0.5% | +393+2.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,301 | $108.1 萬 | 0.5% | +644+24.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,100 | $104.1 萬 | 0.4% | +743+22.1% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 6,760 | $103.8 萬 | 0.4% | +1,297+23.7% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 3,346 | $100.0 萬 | 0.4% | +17+0.5% | 加碼 | – |
| TPRTapestry, Inc. | COM | 6,591 | $96.5 萬 | 0.4% | +951+16.9% | 加碼 | 歷史 |
| GLXYGalaxy Digital Inc. | CL A | 35,050 | $95.8 萬 | 0.4% | +8,311+31.1% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 814 | $92.2 萬 | 0.4% | +260+46.9% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 7,239 | $84.9 萬 | 0.4% | −49−0.7% | 減碼 | – |
| MPLXMPLX LP | COM UNIT REP LTD | 14,457 | $81.4 萬 | 0.3% | +1,198+9.0% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,712 | $73.8 萬 | 0.3% | −39−1.4% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 13,827 | $73.4 萬 | 0.3% | −74−0.5% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,368 | $71.2 萬 | 0.3% | +444+23.1% | 加碼 | – |
| COFCapital One Financial Corp | Stock | 3,531 | $70.8 萬 | 0.3% | +787+28.7% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 14,610 | $67.9 萬 | 0.3% | +674+4.8% | 加碼 | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 16,877 | $65.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 2,617 | $59.0 萬 | 0.2% | +13+0.5% | 加碼 | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 31,200 | $58.9 萬 | 0.2% | +31,200 | 新進 | 歷史 |
| GMGeneral Motors Co | COM | 7,329 | $56.5 萬 | 0.2% | +1,827+33.2% | 加碼 | 歷史 |
| Global X FDS37960A453 | X RUSSELL 2000 E | 4,643 | $54.7 萬 | 0.2% | +72+1.6% | 加碼 | – |
| RTXRTX Corp | Stock | 2,819 | $53.5 萬 | 0.2% | +230+8.9% | 加碼 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 5,194 | $53.5 萬 | 0.2% | −765−12.8% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 679 | $50.8 萬 | 0.2% | 00.0% | 不變 | – |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 7,089 | $46.5 萬 | 0.2% | +1,294+22.3% | 加碼 | – |
| FIXComfort Systems USA Inc | COM | 235 | $46.5 萬 | 0.2% | +235 | 新進 | 歷史 |
| METMetlife Inc | Stock | 5,490 | $46.5 萬 | 0.2% | +503+10.1% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 643 | $46.3 萬 | 0.2% | +643 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,309 | $46.3 萬 | 0.2% | +1,309 | 新進 | 歷史 |
| VVXV2X, Inc. | COM | 5,696 | $42.5 萬 | 0.2% | +871+18.1% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 3,047 | $41.7 萬 | 0.2% | −42−1.4% | 減碼 | 歷史 |
| TET1 Energy Inc. | COM NEW | 42,447 | $40.2 萬 | 0.2% | +42,447 | 新進 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,166 | $40.2 萬 | 0.2% | −4−0.1% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 327 | $39.2 萬 | 0.2% | +327 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 530 | $38.3 萬 | 0.2% | +530 | 新進 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 5,947 | $37.4 萬 | 0.2% | +1,039+21.2% | 加碼 | 歷史 |
| OGEOGE Energy Corp. | COM | 7,660 | $37.3 萬 | 0.2% | +2,174+39.6% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,445 | $36.8 萬 | 0.2% | +1,445 | 新進 | 歷史 |
| CSXCSX Corp | Stock | 7,660 | $36.4 萬 | 0.2% | +1,795+30.6% | 加碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 6,391 | $35.5 萬 | 0.1% | +2,614+69.2% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（6 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ISRGIntuitive Surgical Inc | COM NEW | 570 | $26.3 萬 | 0.2% | 歷史 |
| ADBEAdobe Inc. | Stock | 1,035 | $25.2 萬 | 0.2% | 歷史 |
| ESLTElbit Systems Ltd | Stock | 259 | $22.0 萬 | 0.1% | 歷史 |
| DVNDevon Energy Corp | Stock | 4,285 | $21.6 萬 | 0.1% | 歷史 |
| CGCarlyle Group Inc. | COM | 4,415 | $21.4 萬 | 0.1% | 歷史 |
| FDXFedEx Corp | Stock | 597 | $21.3 萬 | 0.1% | 歷史 |