Cornerstone Capital, Inc.
Palo Alto CA · SEC CIK 0000819535
$11.19亿2026Q2 申报市值
120持仓数
40.6%前十大占比 · 第一大 6.9%
8 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SSD 加仓+$782.86万
PFE 加仓+$465.18万
JNJ 加仓+$437.67万
INTC 新建仓+$254.86万
ASX 新建仓+$200.92万
2026Q2 卖出最多 按季末市值估算
GLW 减仓-$2,880.74万
VRT 减仓-$759.54万
SHAK 减仓-$268.12万
ABT 减仓-$216.56万
CSCO 减仓-$164.03万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | $7,720.37万 | 6.90% | 302,250 | -112,780 | -27.2% | -$2,880.74万 | 减仓 |
| GOOGL | ALPHABET INC | $6,028.87万 | 5.39% | 168,701 | -2,470 | -1.4% | -$88.27万 | 减仓 |
| V | VISA INC | $4,576.82万 | 4.09% | 133,400 | 2,165 | 1.6% | $74.28万 | 加仓 |
| APH | AMPHENOL CORP | $4,515.15万 | 4.03% | 256,077 | 567 | 0.2% | $10.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,458.61万 | 3.98% | 119,527 | 2,447 | 2.1% | $91.28万 | 加仓 |
| AMZN | AMAZON COM INC | $4,317.10万 | 3.86% | 181,132 | -131 | -0.1% | -$3.12万 | 减仓 |
| ABBV | ABBVIE INC | $3,894.28万 | 3.48% | 154,756 | 74 | 0.0% | $1.86万 | 加仓 |
| CSCO | CISCO SYS INC | $3,400.81万 | 3.04% | 289,529 | -13,965 | -4.6% | -$164.03万 | 减仓 |
| AMGN | AMGEN INC | $3,292.54万 | 2.94% | 90,924 | 153 | 0.2% | $5.54万 | 加仓 |
| AME | AMETEK INC | $3,235.46万 | 2.89% | 133,730 | -116 | -0.1% | -$2.81万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,208.98万 | 2.87% | 31,729 | -3 | -0.0% | -$3,034 | 减仓 |
| SHOP | SHOPIFY INC | $3,083.26万 | 2.75% | 270,035 | 6,210 | 2.4% | $70.91万 | 加仓 |
| SSD | SIMPSON MFG INC | $2,994.69万 | 2.68% | 143,047 | 37,395 | 35.4% | $782.86万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,921.57万 | 2.61% | 115,036 | 17,233 | 17.6% | $437.67万 | 加仓 |
| HD | HOME DEPOT INC | $2,868.28万 | 2.56% | 81,328 | 1,390 | 1.7% | $49.02万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,609.84万 | 2.33% | 34,948 | 638 | 1.9% | $47.64万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2,530.77万 | 2.26% | 172,584 | 5,329 | 3.2% | $78.14万 | 加仓 |
| ATR | APTARGROUP INC | $2,488.66万 | 2.22% | 198,775 | 15,276 | 8.3% | $191.26万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,457.12万 | 2.20% | 49,009 | -368 | -0.7% | -$18.45万 | 减仓 |
| RS | RELIANCE INC | $2,372.55万 | 2.12% | 63,505 | -271 | -0.4% | -$10.12万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $2,368.70万 | 2.12% | 103,180 | -33 | -0.0% | -$7,576 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $2,174.55万 | 1.94% | 301,351 | 1,250 | 0.4% | $9.02万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $2,122.52万 | 1.90% | 63,393 | -22,685 | -26.4% | -$759.54万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $1,826.74万 | 1.63% | 402,899 | 10,918 | 2.8% | $49.50万 | 加仓 |
| NKE | NIKE INC | $1,785.98万 | 1.60% | 435,075 | -1,915 | -0.4% | -$7.86万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,774.82万 | 1.59% | 195,594 | -23,866 | -10.9% | -$216.56万 | 减仓 |
| DIS | DISNEY WALT CO | $1,691.32万 | 1.51% | 175,722 | -419 | -0.2% | -$4.03万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $1,568.79万 | 1.40% | 142,916 | -1,589 | -1.1% | -$17.44万 | 减仓 |
| AAPL | APPLE INC | $1,422.00万 | 1.27% | 49,143 | 332 | 0.7% | $9.61万 | 加仓 |
| META | META PLATFORMS INC | $1,381.13万 | 1.23% | 24,519 | 41 | 0.2% | $2.31万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,343.38万 | 1.20% | 317,284 | 25,156 | 8.6% | $106.51万 | 加仓 |
| ETN | EATON CORP PLC | $1,303.67万 | 1.16% | 30,594 | 2,300 | 8.1% | $98.01万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,251.00万 | 1.12% | 135,580 | -600 | -0.4% | -$5.54万 | 减仓 |
| TRMB | TRIMBLE INC | $1,217.33万 | 1.09% | 237,852 | 1,350 | 0.6% | $6.91万 | 加仓 |
| PEP | PEPSICO INC | $1,151.31万 | 1.03% | 85,030 | -698 | -0.8% | -$9.45万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1,082.04万 | 0.97% | 338,455 | 2,975 | 0.9% | $9.51万 | 加仓 |
| BOX | BOX INC | $945.02万 | 0.84% | 356,072 | 5,205 | 1.5% | $13.81万 | 加仓 |
| RHI | ROBERT HALF INC. | $813.64万 | 0.73% | 265,028 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $762.69万 | 0.68% | 356,399 | 336 | 0.1% | $7,190 | 加仓 |
| INDA | ISHARES TR | $759.96万 | 0.68% | 153,870 | -1,930 | -1.2% | -$9.53万 | 减仓 |
| PFE | PFIZER INC | $645.12万 | 0.58% | 267,909 | 193,179 | 258.5% | $465.18万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $525.42万 | 0.47% | 6,885 | -60 | -0.9% | -$4.58万 | 减仓 |
| SO | SOUTHERN CO | $481.43万 | 0.43% | 50,301 | -300 | -0.6% | -$2.87万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $464.29万 | 0.41% | 11,675 | -19 | -0.2% | -$7,556 | 减仓 |
| GILD | GILEAD SCIENCES INC | $456.82万 | 0.41% | 36,158 | 340 | 0.9% | $4.30万 | 加仓 |
| SHAK | SHAKE SHACK INC | $451.98万 | 0.40% | 80,682 | -47,862 | -37.2% | -$268.12万 | 减仓 |
| CCI | CROWN CASTLE INC | $447.78万 | 0.40% | 59,128 | -908 | -1.5% | -$6.88万 | 减仓 |
| ADI | ANALOG DEVICES INC | $343.83万 | 0.31% | 8,657 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $340.59万 | 0.30% | 17,022 | -63 | -0.4% | -$1.26万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $333.42万 | 0.30% | 85,470 | -1,430 | -1.6% | -$5.58万 | 减仓 |
| IWM | ISHARES TR | $295.75万 | 0.26% | 9,844 | -169 | -1.7% | -$5.08万 | 减仓 |
| INTC | INTEL CORP | $254.86万 | 0.23% | 18,252 | 18,252 | — | $254.86万 | 新建仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $248.33万 | 0.22% | 7,856 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $241.29万 | 0.22% | 4,822 | -17 | -0.4% | -$8,507 | 减仓 |
| VTI | VANGUARD INDEX FDS | $207.95万 | 0.19% | 5,620 | -5 | -0.1% | -$1,850 | 减仓 |
| CVX | CHEVRON CORPORATION | $205.06万 | 0.18% | 12,371 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $203.64万 | 0.18% | 23,000 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $203.35万 | 0.18% | 2,961 | 1 | 0.0% | $687 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $200.92万 | 0.18% | 44,531 | 44,531 | — | $200.92万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $193.88万 | 0.17% | 15,317 | -267 | -1.7% | -$3.38万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $156.44万 | 0.14% | 13,339 | 13,339 | — | $156.44万 | 新建仓 |
| OOMA | OOMA INC | $144.15万 | 0.13% | 75,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $142.75万 | 0.13% | 4,040 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $142.66万 | 0.13% | 1,525 | -27 | -1.7% | -$2.53万 | 减仓 |
| EWJ | ISHARES INC | $138.88万 | 0.12% | 14,890 | -4,565 | -23.5% | -$42.58万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $121.98万 | 0.11% | 14,684 | 204 | 1.4% | $1.69万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $117.52万 | 0.10% | 4,345 | 0 | 0.0% | — | 不变 |
| FENC | FENNEC PHARMACEUTICALS INC | $112.88万 | 0.10% | 105,000 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $107.33万 | 0.10% | 8,380 | -560 | -6.3% | -$7.17万 | 减仓 |
| KO | COCA COLA CO | $99.89万 | 0.09% | 12,291 | 45 | 0.4% | $3,657 | 加仓 |
| — | EXXON MOBIL CORP | $98.74万 | 0.09% | 7,222 | -65 | -0.9% | -$8,887 | 减仓 |
| TSLA | TESLA INC | $98.29万 | 0.09% | 2,337 | -11 | -0.5% | -$4,627 | 减仓 |
| QQQ | INVESCO QQQ TR | $80.71万 | 0.07% | 1,096 | 115 | 11.7% | $8.47万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $76.97万 | 0.07% | 6,957 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.07% | 1 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $70.60万 | 0.06% | 23,155 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $70.40万 | 0.06% | 5,030 | -15 | -0.3% | -$2,099 | 减仓 |
| TRGP | TARGA RES CORP | $66.85万 | 0.06% | 2,493 | -175 | -6.6% | -$4.69万 | 减仓 |
| AVGO | BROADCOM INC | $64.78万 | 0.06% | 1,715 | -21 | -1.2% | -$7,933 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $63.86万 | 0.06% | 4,025 | 4,025 | — | $63.86万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $60.41万 | 0.05% | 1,630 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $59.65万 | 0.05% | 4,642 | 19 | 0.4% | $2,442 | 加仓 |
| LLY | ELI LILLY & CO | $58.17万 | 0.05% | 485 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $57.84万 | 0.05% | 800 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $54.82万 | 0.05% | 6,146 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $54.05万 | 0.05% | 1,061 | -40 | -3.6% | -$2.04万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $51.77万 | 0.05% | 8,985 | 0 | 0.0% | — | 不变 |
| — | NEPHROS INC | $45.95万 | 0.04% | 128,700 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $45.79万 | 0.04% | 430 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $44.38万 | 0.04% | 2,833 | -273 | -8.8% | -$4.28万 | 减仓 |
| DFJ | WISDOMTREE TR | $43.83万 | 0.04% | 4,162 | -200 | -4.6% | -$2.11万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $42.01万 | 0.04% | 1,242 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $41.51万 | 0.04% | 2,900 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $39.95万 | 0.04% | 340 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $39.83万 | 0.04% | 934 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $38.98万 | 0.03% | 1,768 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $36.81万 | 0.03% | 985 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $36.81万 | 0.03% | 3,815 | 0 | 0.0% | — | 不变 |
| OABI | OMNIAB INC | $35.00万 | 0.03% | 142,286 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $34.98万 | 0.03% | 2,804 | 0 | 0.0% | — | 不变 |