Cornerstone Select Advisors, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$1.6亿

申报季度: 2026-03-31 · 持股只数: 124

Cornerstone Select Advisors, LLC在最新一期 13F 报告中披露了 124 项持股，申报期为 2026-03-31，总持股市值约为 US$1.6亿，季度换手率为 23.6%。

机构性格雪花图

集中度: 7.04
持仓稳定性: 23.59
动能／逆势: 100
行业集中度: 69.33
多样化: 100
仓位均衡度: 89.08

近期动向

减仓 AVGO
+0.0%　-US$104.4万
减仓 NVDA
-5.5%　-US$96.5万
减仓 MSFT
-1.1%　-US$85.3万
加仓 VRT
+7.9%　US$137.1万
加仓 VLO
+0.4%　US$89.4万
减仓 BAC
+2.3%　-US$31.9万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	AVGO	Broadcom INC	股票-科技	5.54%	-1.33%	+0.02%
2	NVDA	Nvidia CORP	股票-科技	4.58%	-1.17%	-5.52%
3	LRCX	Lam Research CORP	股票-科技	3.13%	+0.41%	+2.27%
4	AAPL	Apple INC	股票-科技	2.78%	—	+2.97%
5	MU	Micron Technology INC	股票-科技	2.77%	+0.31%	+5.25%
6	CVX	Chevron CORP	股票-能源	2.58%	+0.42%	-2.67%
7	T	At&t INC	股票-通信服务	2.40%	+0.15%	+1.46%
8	CAH	Cardinal Health INC	股票-医疗保健	2.24%	-0.07%	+4.69%
9	KLAC	Kla CORP	股票-科技	2.18%	+0.18%	-0.51%
10	VRT	Vertiv Holdings Co-a	股票-工业	2.14%	+0.72%	+7.89%
11	PLTR	Palantir Technologies Inc-a	股票-科技	1.95%	-0.41%	+11.18%
12	BAC	Bank Of America CORP	股票-金融	1.95%	-0.43%	+2.32%
13	ARCC	Ares Capital CORP	股票-金融	1.85%	—	+5.83%
14	MRK	Merck & Co. INC.	股票-医疗保健	1.71%	+0.12%	+4.54%
15	MSFT	Microsoft CORP	股票-科技	1.66%	-0.77%	-1.12%
16	VLO	Valero Energy CORP	股票-能源	1.63%	+0.44%	+0.38%
17	SHEL	Shell Plc-adr	股票-能源	1.62%	+0.19%	-1.08%
18	EPD	Enterprise Products Partners	股票-能源	1.58%	+0.16%	+4.63%
19	CSCO	Cisco Systems INC	股票-科技	1.56%	—	-0.20%
20	ABBV	Abbvie INC	股票-医疗保健	1.53%	—	+3.00%
21	VZ	Verizon Communications INC	股票-通信服务	1.51%	+0.13%	-1.61%
22	AMZN	Amazon.com INC	股票-周期性消费	1.50%	—	+9.67%
23	WMT	Walmart INC	股票-非周期性消费	1.46%	+0.04%	+2.30%
24	LHX	L3harris Technologies INC	股票-工业	1.36%	+0.09%	+0.93%
25	GILD	Gilead Sciences INC	股票-医疗保健	1.36%	+0.14%	+8.86%
26	SMH	Vaneck Semiconductor ETF	ETF-其他	1.34%	+1.34%	NEW
27	META	Meta Platforms Inc-class A	股票-通信服务	1.30%	-0.29%	+4.40%
28	CRWD	Crowdstrike Holdings INC - A	股票-科技	1.26%	—	+12.62%
29	ANET	Arista Networks INC	股票-科技	1.24%	—	+6.37%
30	WCC	Wesco International INC	股票-工业	1.24%	—	-1.88%
31	PANW	Palo Alto Networks INC	股票-科技	1.17%	—	+6.49%
32	GOOGL	Alphabet Inc-cl A	股票-通信服务	1.17%	—	+15.47%
33	GLW	Corning INC	股票-科技	1.12%	+0.31%	-0.93%
34	IBM	Intl Business Machines CORP	股票-科技	1.10%	-0.36%	+1.42%
35	ORCL	Oracle CORP	股票-科技	1.09%	-0.28%	+17.05%
36	TGTX	Tg Therapeutics INC	股票-医疗保健	0.98%	—	-13.27%
37	AMGN	Amgen INC	股票-医疗保健	0.97%	—	+7.79%
38	TSM	Taiwan Semiconductor-sp Adr	股票-科技	0.92%	—	-2.22%
39	UGI	Ugi CORP	股票-公用事业	0.91%	—	+15.94%
40	MO	Altria Group INC	股票-非周期性消费	0.91%	—	+0.69%
41	DELL	Dell Technologies -c	股票-科技	0.89%	+0.18%	+7.21%
42	CAT	Caterpillar INC	股票-工业	0.82%	+0.14%	+7.73%
43	TMHC	Taylor Morrison Home CORP	股票-周期性消费	0.82%	—	-4.86%
44	XOM	Exxon Mobil CORP	股票-能源	0.79%	+0.24%	+12.10%
45	V	Visa Inc-class A Shares	股票-金融	0.72%	—	+0.66%
46	VFH	Vanguard Financials ETF	ETF-其他	0.72%	+0.72%	NEW
47	BMY	Bristol-myers Squibb Co	股票-医疗保健	0.71%	—	-9.54%
48	CDNS	Cadence Design Sys INC	股票-科技	0.69%	—	-0.72%
49	ALL	Allstate CORP	股票-金融	0.65%	—	+2.04%
50	HSBC	Hsbc Holdings Plc-spons Adr	股票-金融	0.64%	—	-0.95%

1–50 of 124

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	124	US$1.6亿	24	1AVGO 2NVDA 3LRCX 主要持股2026-03-31 1.AVGO 2.NVDA 3.LRCX 4.AAPL 5.MU 6.CVX 7.T 8.CAH 9.KLAC 10.VRT
2025-12-31	117	US$1.4亿	15	1AVGO 2NVDA 3AAPL 主要持股2025-12-31 1.AVGO 2.NVDA 3.AAPL 4.LRCX 5.MU 6.MSFT 7.BAC 8.PLTR 9.CAH 10.T
2025-09-30	110	US$1.4亿	34	1AVGO 2NVDA 3AAPL 主要持股2025-09-30 1.AVGO 2.NVDA 3.AAPL 4.MSFT 5.T 6.PLTR 7.BAC 8.LRCX 9.CVX 10.ARCC
2025-06-30	110	US$1.1亿	0	1AVGO 2NVDA 3T 主要持股2025-06-30 1.AVGO 2.NVDA 3.T 4.MSFT 5.AAPL 6.ARCC 7.BAC 8.CVX 9.PLTR 10.LRCX
2025-03-31	112	US$1.1亿	0	1AVGO 2NVDA 3AAPL 主要持股2025-03-31 1.AVGO 2.NVDA 3.AAPL 4.T 5.CVX 6.ARCC 7.MSFT 8.BAC 9.TGTX 10.ABBV
2024-12-31	112	US$1.0亿	0	1AVGO 2NVDA 3AAPL 主要持股2024-12-31 1.AVGO 2.NVDA 3.AAPL 4.MSFT 5.CVX 6.BAC 7.ARCC 8.T 9.AMZN 10.VZ

本季持股变动

Cornerstone Select Advisors, LLC 在 2026-03-31 最显著的持仓异动：新建仓: Vaneck Semiconductor ETF (SMH); 新建仓: Vanguard Financials ETF (VFH); 新建仓: Ss Industrial Select Sector (XLI); 新建仓: Vanguard Health Care ETF (VHT); 新建仓: Ss Energy Select Sector (XLE).

Cornerstone Select Advisors, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	VRT	Vertiv Holdings Co-a	+0.7%	+7.89%	加仓
2	VLO	Valero Energy CORP	+0.4%	+0.38%	加仓
3	CVX	Chevron CORP	+0.4%	-2.67%	减仓
4	LRCX	Lam Research CORP	+0.4%	+2.27%	加仓
5	MU	Micron Technology INC	+0.3%	+5.25%	加仓
6	GLW	Corning INC	+0.3%	-0.93%	减仓
7	XOM	Exxon Mobil CORP	+0.2%	+12.10%	加仓
8	SHEL	Shell Plc-adr	+0.2%	-1.08%	减仓
9	AGNC	Agnc Investment CORP	+0.2%	+79.05%	加仓
10	KLAC	Kla CORP	+0.2%	-0.51%	减仓
11	DELL	Dell Technologies -c	+0.2%	+7.21%	加仓
12	EPD	Enterprise Products Partners	+0.2%	+4.63%	加仓
13	T	At&t INC	+0.2%	+1.46%	加仓
14	GILD	Gilead Sciences INC	+0.1%	+8.86%	加仓
15	CAT	Caterpillar INC	+0.1%	+7.73%	加仓
16	VZ	Verizon Communications INC	+0.1%	-1.61%	减仓
17	MRK	Merck & Co. INC.	+0.1%	+4.54%	加仓
18	LHX	L3harris Technologies INC	+0.1%	+0.93%	加仓
19	WMT	Walmart INC	0%	+2.30%	加仓
20	CAH	Cardinal Health INC	-0.1%	+4.69%	加仓
21	MDB	Mongodb INC	-0.3%	-28.93%	减仓
22	ORCL	Oracle CORP	-0.3%	+17.05%	加仓
23	META	Meta Platforms Inc-class A	-0.3%	+4.40%	加仓
24	IBM	Intl Business Machines CORP	-0.4%	+1.42%	加仓
25	PLTR	Palantir Technologies Inc-a	-0.4%	+11.18%	加仓
26	BAC	Bank Of America CORP	-0.4%	+2.32%	加仓
27	MSFT	Microsoft CORP	-0.8%	-1.12%	减仓
28	NVDA	Nvidia CORP	-1.2%	-5.52%	减仓
29	AVGO	Broadcom INC	-1.3%	+0.02%	加仓
30	SMH	Vaneck Semiconductor ETF	—	NEW	新建仓
31	VFH	Vanguard Financials ETF	—	NEW	新建仓
32	XLI	Ss Industrial Select Sector	—	NEW	新建仓
33	VHT	Vanguard Health Care ETF	—	NEW	新建仓
34	XLE	Ss Energy Select Sector	—	NEW	新建仓
35	XLY	Ss Consumer Disc Select Sect	—	NEW	新建仓
36	MPLX	Mplx LP	—	NEW	新建仓
37	VDC	Vanguard Consumer Staple ETF	—	NEW	新建仓
38	VNQ	Vanguard Real Estate ETF	—	NEW	新建仓
39	✓	Mrv Financial CORP Common Stock	—	EXIT	清仓
40	ORLY	O'reilly Automotive INC	—	NEW	新建仓
41	GD	General Dynamics CORP	—	EXIT	清仓
42	BG	Bunge Global SA	—	NEW	新建仓
43	KHC	Kraft Heinz Co/the	—	EXIT	清仓
44	UBER	Uber Technologies INC	—	EXIT	清仓
45	KWEB	Kranesh Csi China Internet	—	EXIT	清仓
46	BKR	Baker Hughes Co	—	NEW	新建仓
47	ARKB	Ark 21shares Bitcoin ETF	—	EXIT	清仓
48	MA	Mastercard INC - A	—	EXIT	清仓
49	BBT	Beacon Financial CORP	—	NEW	新建仓
50	ESLT	Elbit Systems Ltd.	—	NEW	新建仓

FAQ

Cornerstone Select Advisors, LLC 是什么机构？属于哪种投资人类型？

Cornerstone Select Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.6亿，分布在 124 个已申报仓位之中。

Cornerstone Select Advisors, LLC 目前前几大持股有哪些？

根据最新 13F 申报，Cornerstone Select Advisors, LLC 按市值排列的前几大持股为： 1. Broadcom INC (AVGO) — US$884.9万 (5.5%) 2. Nvidia CORP (NVDA) — US$731.8万 (4.6%) 3. Lam Research CORP (LRCX) — US$500.5万 (3.1%) 4. Apple INC (AAPL) — US$444.6万 (2.8%) 5. Micron Technology INC (MU) — US$442.4万 (2.8%)

Cornerstone Select Advisors, LLC 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，Cornerstone Select Advisors, LLC 共进行了 50 项显著调整：新建仓 14 个仓位、加仓 21 个既有持股、减仓 8 个仓位，并完全清仓 7 个持股。其中幅度最大的异动：新建仓: Vaneck Semiconductor ETF (SMH); 新建仓: Vanguard Financials ETF (VFH); 新建仓: Ss Industrial Select Sector (XLI); 新建仓: Vanguard Health Care ETF (VHT); 新建仓: Ss Energy Select Sector (XLE)

Cornerstone Select Advisors, LLC 主要集中投资哪些行业板块？

根据目前已申报的股票投资组合，Cornerstone Select Advisors, LLC 的主要板块分布如下： • Information Technology: 42.8% • Health Care: 11.3% • Energy: 10.4% • Financials: 9.3% • Industrials: 8.7% • Communication Services: 6.9%