Cornerstone Capital, Inc.
Palo Alto CA · SEC CIK 0000819535
$10.01亿2026Q1 申报市值
118持仓数
38.4%前十大占比 · 第一大 5.6%
18 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NKE 加仓+$1,140.24万
MSFT 加仓+$494.70万
ATR 加仓+$463.09万
AMZN 加仓+$425.39万
PG 加仓+$364.71万
2026Q1 卖出最多 按季末市值估算
GLW 减仓-$1,992.03万
WDAY 清仓-$1,124.12万
CRM 重新持有-$898.87万
NOW 减仓-$836.40万
FISV 清仓-$165.59万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| TRMB | TRIMBLE INC | $1,542.70万 | 1.54% | 236,502 | 13,232 | 5.9% | $86.31万 | 加仓 |
| DIS | DISNEY WALT CO | $1,697.65万 | 1.70% | 176,141 | 385 | 0.2% | $3.71万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1,798.81万 | 1.80% | 391,981 | 3,535 | 0.9% | $16.22万 | 加仓 |
| SSD | SIMPSON MFG INC | $1,813.20万 | 1.81% | 105,652 | -57 | -0.1% | -$9,782 | 减仓 |
| RS | RELIANCE INC | $1,938.28万 | 1.94% | 63,776 | -601 | -0.9% | -$18.27万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $2,156.94万 | 2.15% | 86,078 | -515 | -0.6% | -$12.90万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $2,158.63万 | 2.16% | 300,101 | 310 | 0.1% | $2.23万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,231.34万 | 2.23% | 34,310 | 507 | 1.5% | $32.97万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $2,235.39万 | 2.23% | 103,213 | 5,068 | 5.2% | $109.76万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2,253.20万 | 2.25% | 219,460 | -179 | -0.1% | -$1.84万 | 减仓 |
| NKE | NIKE INC | $2,308.18万 | 2.31% | 436,990 | 215,873 | 97.6% | $1,140.24万 | 加仓 |
| ATR | APTARGROUP INC | $2,312.45万 | 2.31% | 183,499 | 36,747 | 25.0% | $463.09万 | 加仓 |
| CSCO | CISCO SYS INC | $2,354.81万 | 2.35% | 303,494 | -4,060 | -1.3% | -$31.50万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,390.70万 | 2.39% | 97,803 | -1,283 | -1.3% | -$31.36万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,415.83万 | 2.41% | 167,255 | 25,250 | 17.8% | $364.71万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,427.03万 | 2.42% | 49,377 | -408 | -0.8% | -$20.05万 | 减仓 |
| HD | HOME DEPOT INC | $2,629.08万 | 2.63% | 79,938 | 7,418 | 10.2% | $243.97万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,684.50万 | 2.68% | 31,732 | 1,195 | 3.9% | $101.10万 | 加仓 |
| AME | AMETEK INC | $2,869.12万 | 2.87% | 133,846 | 4,276 | 3.3% | $91.66万 | 加仓 |
| SHOP | SHOPIFY INC | $3,129.49万 | 3.13% | 263,825 | 3,073 | 1.2% | $36.45万 | 加仓 |
| AMGN | AMGEN INC | $3,193.78万 | 3.19% | 90,771 | -1,705 | -1.8% | -$59.99万 | 减仓 |
| APH | AMPHENOL CORP | $3,228.37万 | 3.22% | 255,510 | -2,692 | -1.0% | -$34.01万 | 减仓 |
| ABBV | ABBVIE INC | $3,364.18万 | 3.36% | 154,682 | -2,775 | -1.8% | -$60.35万 | 减仓 |
| AMZN | AMAZON COM INC | $3,775.16万 | 3.77% | 181,263 | 20,425 | 12.7% | $425.39万 | 加仓 |
| V | VISA INC | $3,966.45万 | 3.96% | 131,235 | 989 | 0.8% | $29.89万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,333.95万 | 4.33% | 117,080 | 13,364 | 12.9% | $494.70万 | 加仓 |
| GOOGL | ALPHABET INC | $4,922.19万 | 4.92% | 171,171 | -997 | -0.6% | -$28.67万 | 减仓 |
| GLW | CORNING INC | $5,643.16万 | 5.64% | 415,030 | -146,505 | -26.1% | -$1,992.03万 | 减仓 |