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 |
|---|---|---|---|---|---|---|---|---|
| KMB | KIMBERLY-CLARK CORP | $1,568.79万 | 1.40% | 142,916 | -1,589 | -1.1% | -$17.44万 | 减仓 |
| DIS | DISNEY WALT CO | $1,691.32万 | 1.51% | 175,722 | -419 | -0.2% | -$4.03万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,774.82万 | 1.59% | 195,594 | -23,866 | -10.9% | -$216.56万 | 减仓 |
| NKE | NIKE INC | $1,785.98万 | 1.60% | 435,075 | -1,915 | -0.4% | -$7.86万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $1,826.74万 | 1.63% | 402,899 | 10,918 | 2.8% | $49.50万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $2,122.52万 | 1.90% | 63,393 | -22,685 | -26.4% | -$759.54万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $2,174.55万 | 1.94% | 301,351 | 1,250 | 0.4% | $9.02万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $2,368.70万 | 2.12% | 103,180 | -33 | -0.0% | -$7,576 | 减仓 |
| RS | RELIANCE INC | $2,372.55万 | 2.12% | 63,505 | -271 | -0.4% | -$10.12万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,457.12万 | 2.20% | 49,009 | -368 | -0.7% | -$18.45万 | 减仓 |
| ATR | APTARGROUP INC | $2,488.66万 | 2.22% | 198,775 | 15,276 | 8.3% | $191.26万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2,530.77万 | 2.26% | 172,584 | 5,329 | 3.2% | $78.14万 | 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 |
| HD | HOME DEPOT INC | $2,868.28万 | 2.56% | 81,328 | 1,390 | 1.7% | $49.02万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,921.57万 | 2.61% | 115,036 | 17,233 | 17.6% | $437.67万 | 加仓 |
| SSD | SIMPSON MFG INC | $2,994.69万 | 2.68% | 143,047 | 37,395 | 35.4% | $782.86万 | 加仓 |
| SHOP | SHOPIFY INC | $3,083.26万 | 2.75% | 270,035 | 6,210 | 2.4% | $70.91万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,208.98万 | 2.87% | 31,729 | -3 | -0.0% | -$3,034 | 减仓 |
| AME | AMETEK INC | $3,235.46万 | 2.89% | 133,730 | -116 | -0.1% | -$2.81万 | 减仓 |
| AMGN | AMGEN INC | $3,292.54万 | 2.94% | 90,924 | 153 | 0.2% | $5.54万 | 加仓 |
| CSCO | CISCO SYS INC | $3,400.81万 | 3.04% | 289,529 | -13,965 | -4.6% | -$164.03万 | 减仓 |
| ABBV | ABBVIE INC | $3,894.28万 | 3.48% | 154,756 | 74 | 0.0% | $1.86万 | 加仓 |
| AMZN | AMAZON COM INC | $4,317.10万 | 3.86% | 181,132 | -131 | -0.1% | -$3.12万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,458.61万 | 3.98% | 119,527 | 2,447 | 2.1% | $91.28万 | 加仓 |
| APH | AMPHENOL CORP | $4,515.15万 | 4.03% | 256,077 | 567 | 0.2% | $10.00万 | 加仓 |
| V | VISA INC | $4,576.82万 | 4.09% | 133,400 | 2,165 | 1.6% | $74.28万 | 加仓 |
| GOOGL | ALPHABET INC | $6,028.87万 | 5.39% | 168,701 | -2,470 | -1.4% | -$88.27万 | 减仓 |
| GLW | CORNING INC | $7,720.37万 | 6.90% | 302,250 | -112,780 | -27.2% | -$2,880.74万 | 减仓 |