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 |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | $5,643.16万 | 5.64% | 415,030 | -146,505 | -26.1% | -$1,992.03万 | 减仓 |
| GOOGL | ALPHABET INC | $4,922.19万 | 4.92% | 171,171 | -997 | -0.6% | -$28.67万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,333.95万 | 4.33% | 117,080 | 13,364 | 12.9% | $494.70万 | 加仓 |
| V | VISA INC | $3,966.45万 | 3.96% | 131,235 | 989 | 0.8% | $29.89万 | 加仓 |
| AMZN | AMAZON COM INC | $3,775.16万 | 3.77% | 181,263 | 20,425 | 12.7% | $425.39万 | 加仓 |
| ABBV | ABBVIE INC | $3,364.18万 | 3.36% | 154,682 | -2,775 | -1.8% | -$60.35万 | 减仓 |
| APH | AMPHENOL CORP | $3,228.37万 | 3.22% | 255,510 | -2,692 | -1.0% | -$34.01万 | 减仓 |
| AMGN | AMGEN INC | $3,193.78万 | 3.19% | 90,771 | -1,705 | -1.8% | -$59.99万 | 减仓 |
| SHOP | SHOPIFY INC | $3,129.49万 | 3.13% | 263,825 | 3,073 | 1.2% | $36.45万 | 加仓 |
| AME | AMETEK INC | $2,869.12万 | 2.87% | 133,846 | 4,276 | 3.3% | $91.66万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,684.50万 | 2.68% | 31,732 | 1,195 | 3.9% | $101.10万 | 加仓 |
| HD | HOME DEPOT INC | $2,629.08万 | 2.63% | 79,938 | 7,418 | 10.2% | $243.97万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,427.03万 | 2.42% | 49,377 | -408 | -0.8% | -$20.05万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,415.83万 | 2.41% | 167,255 | 25,250 | 17.8% | $364.71万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,390.70万 | 2.39% | 97,803 | -1,283 | -1.3% | -$31.36万 | 减仓 |
| CSCO | CISCO SYS INC | $2,354.81万 | 2.35% | 303,494 | -4,060 | -1.3% | -$31.50万 | 减仓 |
| ATR | APTARGROUP INC | $2,312.45万 | 2.31% | 183,499 | 36,747 | 25.0% | $463.09万 | 加仓 |
| NKE | NIKE INC | $2,308.18万 | 2.31% | 436,990 | 215,873 | 97.6% | $1,140.24万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2,253.20万 | 2.25% | 219,460 | -179 | -0.1% | -$1.84万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $2,235.39万 | 2.23% | 103,213 | 5,068 | 5.2% | $109.76万 | 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 |
| UBER | UBER TECHNOLOGIES INC | $2,158.63万 | 2.16% | 300,101 | 310 | 0.1% | $2.23万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $2,156.94万 | 2.15% | 86,078 | -515 | -0.6% | -$12.90万 | 减仓 |
| RS | RELIANCE INC | $1,938.28万 | 1.94% | 63,776 | -601 | -0.9% | -$18.27万 | 减仓 |
| SSD | SIMPSON MFG INC | $1,813.20万 | 1.81% | 105,652 | -57 | -0.1% | -$9,782 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $1,798.81万 | 1.80% | 391,981 | 3,535 | 0.9% | $16.22万 | 加仓 |
| DIS | DISNEY WALT CO | $1,697.65万 | 1.70% | 176,141 | 385 | 0.2% | $3.71万 | 加仓 |
| TRMB | TRIMBLE INC | $1,542.70万 | 1.54% | 236,502 | 13,232 | 5.9% | $86.31万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,466.49万 | 1.46% | 292,128 | 13,000 | 4.7% | $65.26万 | 加仓 |
| META | META PLATFORMS INC | $1,400.46万 | 1.40% | 24,478 | 435 | 1.8% | $24.89万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $1,394.04万 | 1.39% | 144,505 | 26,369 | 22.3% | $254.38万 | 加仓 |
| PEP | PEPSICO INC | $1,331.27万 | 1.33% | 85,728 | -134 | -0.2% | -$2.08万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,279.82万 | 1.28% | 136,180 | 1,797 | 1.3% | $16.89万 | 加仓 |
| AAPL | APPLE INC | $1,238.77万 | 1.24% | 48,811 | 7,341 | 17.7% | $186.31万 | 加仓 |
| SHAK | SHAKE SHACK INC | $1,137.23万 | 1.14% | 128,544 | -373 | -0.3% | -$3.30万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1,124.86万 | 1.12% | 335,480 | 16,484 | 5.2% | $55.27万 | 加仓 |
| ETN | EATON CORP PLC | $1,011.99万 | 1.01% | 28,294 | 0 | 0.0% | — | 不变 |
| BOX | BOX INC | $829.45万 | 0.83% | 350,867 | 37,657 | 12.0% | $89.02万 | 加仓 |
| INDA | ISHARES TR | $729.77万 | 0.73% | 155,800 | -55 | -0.0% | -$2,576 | 减仓 |
| RHI | ROBERT HALF INC. | $673.17万 | 0.67% | 265,028 | 25,192 | 10.5% | $63.99万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $585.01万 | 0.58% | 356,063 | 13,620 | 4.0% | $22.38万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $539.08万 | 0.54% | 11,694 | 167 | 1.4% | $7.70万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $499.20万 | 0.50% | 35,818 | 44 | 0.1% | $6,132 | 加仓 |
| SO | SOUTHERN CO | $488.40万 | 0.49% | 50,601 | -1,835 | -3.5% | -$17.71万 | 减仓 |
| CCI | CROWN CASTLE INC | $488.15万 | 0.49% | 60,036 | 520 | 0.9% | $4.23万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $297.97万 | 0.30% | 17,085 | 765 | 4.7% | $13.34万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $282.77万 | 0.28% | 86,900 | 64,350 | 285.4% | $209.39万 | 加仓 |
| ADI | ANALOG DEVICES INC | $275.41万 | 0.28% | 8,657 | 6,925 | 399.8% | $220.31万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $271.14万 | 0.27% | 6,945 | 745 | 12.0% | $29.09万 | 加仓 |
| CVX | CHEVRON CORPORATION | $255.96万 | 0.26% | 12,371 | 7,045 | 132.3% | $145.76万 | 加仓 |
| IWM | ISHARES TR | $248.34万 | 0.25% | 10,013 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $231.88万 | 0.23% | 4,839 | 1,530 | 46.2% | $73.32万 | 加仓 |
| PFE | PFIZER INC | $209.84万 | 0.21% | 74,730 | 50,415 | 207.3% | $141.57万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $204.06万 | 0.20% | 15,584 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $189.59万 | 0.19% | 23,000 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $180.47万 | 0.18% | 5,625 | -1,963 | -25.9% | -$62.98万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $176.92万 | 0.18% | 2,960 | 93 | 3.2% | $5.56万 | 加仓 |
| EWJ | ISHARES INC | $164.28万 | 0.16% | 19,455 | 125 | 0.6% | $1.06万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $156.85万 | 0.16% | 7,856 | 2,739 | 53.5% | $54.69万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $154.65万 | 0.15% | 1,552 | 1,215 | 360.5% | $121.07万 | 加仓 |
| — | EXXON MOBIL CORP | $123.63万 | 0.12% | 7,287 | -87 | -1.2% | -$1.48万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $118.71万 | 0.12% | 14,480 | 130 | 0.9% | $1.07万 | 加仓 |
| GOOG | ALPHABET INC | $115.89万 | 0.12% | 4,040 | 4,040 | — | $115.89万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $113.10万 | 0.11% | 4,345 | -60 | -1.4% | -$1.56万 | 减仓 |
| OOMA | OOMA INC | $109.12万 | 0.11% | 75,000 | 75,000 | — | $109.12万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $99.39万 | 0.10% | 8,940 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $93.91万 | 0.09% | 4,350 | -65 | -1.5% | -$1.40万 | 减仓 |
| KO | COCA COLA CO | $93.13万 | 0.09% | 12,246 | -370 | -2.9% | -$2.81万 | 减仓 |
| TSLA | TESLA INC | $87.29万 | 0.09% | 2,348 | -700 | -23.0% | -$26.02万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $78.74万 | 0.08% | 6,957 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.07% | 1 | 1 | — | $71.81万 | 新建仓 |
| PFF | ISHARES TR | $70.21万 | 0.07% | 23,155 | 665 | 3.0% | $2.02万 | 加仓 |
| TRGP | TARGA RES CORP | $66.89万 | 0.07% | 2,668 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $66.54万 | 0.07% | 1,101 | -75 | -6.4% | -$4.53万 | 减仓 |
| FENC | FENNEC PHARMACEUTICALS INC | $64.58万 | 0.06% | 105,000 | 105,000 | — | $64.58万 | 新建仓 |
| NOW | SERVICENOW INC | $58.86万 | 0.06% | 5,630 | -80,000 | -93.4% | -$836.40万 | 减仓 |
| CRM | SALESFORCE INC | $57.98万 | 0.06% | 3,106 | -48,153 | -93.9% | -$898.87万 | 重新持有 |
| C | CITIGROUP INC | $57.22万 | 0.06% | 5,045 | 5,045 | — | $57.22万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $56.62万 | 0.06% | 981 | -1,266 | -56.3% | -$73.07万 | 减仓 |
| MRK | MERCK & CO INC | $55.61万 | 0.06% | 4,623 | 66 | 1.4% | $7,939 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $54.49万 | 0.05% | 8,985 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $53.73万 | 0.05% | 1,736 | -54 | -3.0% | -$1.67万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $53.31万 | 0.05% | 1,630 | 1,630 | — | $53.31万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $52.14万 | 0.05% | 6,146 | 0 | 0.0% | — | 不变 |
| — | HERITAGE COMM CORP | $46.80万 | 0.05% | 37,500 | 37,500 | — | $46.80万 | 新建仓 |
| LLY | ELI LILLY & CO | $44.61万 | 0.04% | 485 | 0 | 0.0% | — | 不变 |
| DFJ | WISDOMTREE TR | $44.52万 | 0.04% | 4,362 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $41.77万 | 0.04% | 1,768 | 1,768 | — | $41.77万 | 新建仓 |
| — | NEPHROS INC | $38.35万 | 0.04% | 128,700 | 128,700 | — | $38.35万 | 新建仓 |
| EMR | EMERSON ELEC CO | $38.00万 | 0.04% | 2,900 | -208 | -6.7% | -$2.73万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $37.57万 | 0.04% | 1,242 | 1,242 | — | $37.57万 | 新建仓 |
| IWV | ISHARES TR | $34.62万 | 0.03% | 934 | -25 | -2.6% | -$9,267 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $30.98万 | 0.03% | 2,804 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $30.74万 | 0.03% | 3,815 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $30.46万 | 0.03% | 430 | 430 | — | $30.46万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $30.15万 | 0.03% | 2,300 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $29.99万 | 0.03% | 4,121 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $29.75万 | 0.03% | 1,550 | 300 | 24.0% | $5.76万 | 加仓 |
| GEV | GE VERNOVA INC | $29.68万 | 0.03% | 340 | 340 | — | $29.68万 | 新建仓 |
| SLB | SLB LIMITED | $29.29万 | 0.03% | 5,699 | 5,699 | — | $29.29万 | 新建仓 |