Cornerstone Investment Partners, LLC
ATLANTA GA · SEC CIK 0001328062
$29.92亿2026Q2 申报市值
312持仓数
46.2%前十大占比 · 第一大 6.1%
86 / 69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
SYK 新建仓+$5,727.13万
BX 新建仓+$5,040.35万
TMO 加仓+$3,324.17万
AZO 加仓+$2,414.53万
JPM 加仓+$2,033.80万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$1.76亿
AMAT 减仓-$8,508.91万
KLAC 减仓-$6,702.94万
ELV 清仓-$4,175.99万
IQV 减仓-$2,759.43万
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 |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA Corporation | $1.83亿 | 6.13% | 607,345 | -222,165 | -26.8% | -$6,702.94万 | 减仓 |
| AMAT | Applied Materials Inc. | $1.58亿 | 5.29% | 218,915 | -117,689 | -35.0% | -$8,508.91万 | 减仓 |
| GOOGL | Alphabet Inc. Class A | $1.56亿 | 5.22% | 436,781 | -37,900 | -8.0% | -$1,354.43万 | 减仓 |
| MU | Micron Technology Inc | $1.56亿 | 5.21% | 134,961 | -152,598 | -53.1% | -$1.76亿 | 减仓 |
| TSM | Taiwan Semiconductor | $1.48亿 | 4.93% | 309,088 | 4,507 | 1.5% | $215.24万 | 加仓 |
| V | Visa Inc. | $1.24亿 | 4.16% | 362,532 | 49,424 | 15.8% | $1,695.69万 | 加仓 |
| AVGO | Broadcom Inc. | $1.22亿 | 4.07% | 322,229 | -1,134 | -0.4% | -$42.84万 | 减仓 |
| AMZN | Amazon.com, Inc. | $1.15亿 | 3.84% | 481,377 | 71,971 | 17.6% | $1,715.36万 | 加仓 |
| META | Meta Platforms, Inc. | $1.12亿 | 3.75% | 199,210 | 27,535 | 16.0% | $1,551.02万 | 加仓 |
| URI | United Rentals Inc. | $1.09亿 | 3.65% | 96,492 | 10,564 | 12.3% | $1,196.78万 | 加仓 |
| TTWO | Take-Two Interactive Software | $9,745.00万 | 3.26% | 389,831 | 55,773 | 16.7% | $1,394.21万 | 加仓 |
| WRB | W. R. Berkley Corporation | $9,423.84万 | 3.15% | 1,336,146 | 283,642 | 26.9% | $2,000.53万 | 加仓 |
| COR | Cencora, Inc. | $8,626.05万 | 2.88% | 304,829 | 32,858 | 12.1% | $929.82万 | 加仓 |
| APO | Apollo Global Management, LLC | $8,015.21万 | 2.68% | 677,475 | 61,978 | 10.1% | $733.26万 | 加仓 |
| MCK | McKesson Corp | $8,002.41万 | 2.67% | 105,908 | 12,379 | 13.2% | $935.36万 | 加仓 |
| TMO | Thermo Fisher Scientific Inc. | $7,952.37万 | 2.66% | 158,616 | 66,303 | 71.8% | $3,324.17万 | 加仓 |
| CB | Chubb Limited | $7,871.98万 | 2.63% | 231,026 | 135 | 0.1% | $4.60万 | 加仓 |
| JPM | JPMorgan Chase & Co | $7,563.75万 | 2.53% | 231,074 | 62,133 | 36.8% | $2,033.80万 | 加仓 |
| AZO | AutoZone, Inc. | $7,274.92万 | 2.43% | 22,763 | 7,555 | 49.7% | $2,414.53万 | 加仓 |
| AXP | American Express Co. | $7,170.80万 | 2.40% | 211,997 | 38,790 | 22.4% | $1,312.07万 | 加仓 |
| TRV | The Travelers Companies, Inc. | $6,589.56万 | 2.20% | 199,611 | 1,745 | 0.9% | $57.61万 | 加仓 |
| MSFT | Microsoft Corporation | $6,555.90万 | 2.19% | 175,752 | -2,985 | -1.7% | -$111.35万 | 减仓 |
| DG | Dollar General Corp. | $6,443.35万 | 2.15% | 559,756 | 5,173 | 0.9% | $59.55万 | 加仓 |
| BND | Vanguard Total Bd Mkt ETF | $6,419.17万 | 2.15% | 874,427 | -8,727 | -1.0% | -$64.06万 | 减仓 |
| FANG | Diamondback Energy, Inc. | $6,311.94万 | 2.11% | 359,082 | 3,273 | 0.9% | $57.53万 | 加仓 |
| UNH | UnitedHealth Group, Inc. | $5,809.47万 | 1.94% | 139,775 | -25,236 | -15.3% | -$1,048.88万 | 减仓 |
| SYK | Stryker Corporation | $5,727.13万 | 1.91% | 181,906 | 181,906 | — | $5,727.13万 | 新建仓 |
| CMI | Cummins Inc. | $5,721.73万 | 1.91% | 80,225 | -16,032 | -16.7% | -$1,143.42万 | 减仓 |
| IQV | IQVIA Holdings Inc | $5,616.23万 | 1.88% | 290,665 | -142,813 | -32.9% | -$2,759.43万 | 减仓 |
| CBRE | CBRE Group, Inc. | $5,096.27万 | 1.70% | 378,370 | 3,548 | 0.9% | $47.79万 | 加仓 |
| BX | Blackstone Inc. | $5,040.35万 | 1.68% | 428,346 | 428,346 | — | $5,040.35万 | 新建仓 |
| BSV | Vanguard Short-Term Bond | $1,444.11万 | 0.48% | 185,356 | 45,289 | 32.3% | $352.85万 | 加仓 |
| BIL | SPDR Barclays 1-3 Month T-Bill | $481.10万 | 0.16% | 52,499 | 5,074 | 10.7% | $46.50万 | 加仓 |
| MKSI | MKS Inc. | $266.97万 | 0.09% | 6,002 | -3,411 | -36.2% | -$151.72万 | 减仓 |
| EME | EMCOR Group Inc. | $180.08万 | 0.06% | 2,170 | 0 | 0.0% | — | 不变 |
| ACMR | ACM Research, Inc. Class A | $178.27万 | 0.06% | 14,049 | 7,658 | 119.8% | $97.17万 | 加仓 |
| MUB | iShares S&P Natl AMT-Fr Mun | $177.25万 | 0.06% | 16,470 | -158 | -1.0% | -$1.70万 | 减仓 |
| EVR | Evercore Inc. | $160.82万 | 0.05% | 4,710 | 11 | 0.2% | $3,756 | 加仓 |
| ONTO | Onto Innovation Inc. | $155.13万 | 0.05% | 4,099 | -38 | -0.9% | -$1.44万 | 减仓 |
| APG | API Group Corp. | $153.13万 | 0.05% | 36,158 | -290 | -0.8% | -$1.23万 | 减仓 |
| USFD | US Foods Holding | $151.16万 | 0.05% | 14,783 | 90 | 0.6% | $9,203 | 加仓 |
| SNEX | StoneX Group Inc. | $142.91万 | 0.05% | 12,060 | -3,956 | -24.7% | -$46.88万 | 减仓 |
| CTOS | Custom Truck One Source Inc | $134.83万 | 0.05% | 114,163 | 24,225 | 26.9% | $28.61万 | 加仓 |
| CACI | CACI International, Inc. | $126.33万 | 0.04% | 2,727 | 590 | 27.6% | $27.33万 | 加仓 |
| NXST | Nexstar Media Group, Inc. Cl A | $119.74万 | 0.04% | 6,705 | 2,630 | 64.5% | $46.97万 | 加仓 |
| LTH | Life Time Group Holdings, Inc. | $112.43万 | 0.04% | 27,529 | 162 | 0.6% | $6,616 | 加仓 |
| ESI | Element Solutions Inc | $109.98万 | 0.04% | 23,032 | 23,032 | — | $109.98万 | 新建仓 |
| WD | Walker & Dunlop, Inc. | $108.04万 | 0.04% | 19,752 | 619 | 3.2% | $3.39万 | 加仓 |
| SANM | Sanmina Corporation | $105.38万 | 0.04% | 4,164 | 4,164 | — | $105.38万 | 新建仓 |
| PR | Permian Resources Corp. | $97.45万 | 0.03% | 52,935 | 12 | 0.0% | $221 | 加仓 |
| BRKR | Bruker Corporation | $94.25万 | 0.03% | 15,662 | 3,783 | 31.8% | $22.77万 | 加仓 |
| CSX | CSX Corporation | $91.58万 | 0.03% | 19,268 | -167 | -0.9% | -$7,938 | 减仓 |
| MC | Moelis & Company | $89.85万 | 0.03% | 13,734 | 63 | 0.5% | $4,121 | 加仓 |
| ECG | Everus Construction Group | $86.44万 | 0.03% | 5,209 | 5,209 | — | $86.44万 | 新建仓 |
| SARO | StandardAero, Inc. | $86.11万 | 0.03% | 28,791 | 28,791 | — | $86.11万 | 新建仓 |
| EXTR | Extreme Networks Inc. | $84.81万 | 0.03% | 26,201 | 26,201 | — | $84.81万 | 新建仓 |
| SF | Stifel Financial Corp | $84.28万 | 0.03% | 12,079 | 3 | 0.0% | $209 | 加仓 |
| CRL | Charles River Laboratories International, Inc. | $83.91万 | 0.03% | 3,700 | 106 | 2.9% | $2.40万 | 加仓 |
| CSW | CSW Industrials, Inc. | $83.10万 | 0.03% | 2,986 | 1,736 | 138.9% | $48.31万 | 加仓 |
| SEZL | Sezzle Inc | $81.18万 | 0.03% | 4,730 | -229 | -4.6% | -$3.93万 | 减仓 |
| SOLS | Solstice Advanced Materials, Inc. | $80.87万 | 0.03% | 9,128 | 9,128 | — | $80.87万 | 新建仓 |
| PRM | Perimeter Solutions | $80.04万 | 0.03% | 22,451 | -1,079 | -4.6% | -$3.85万 | 减仓 |
| AAMI | Acadian Asset Management Inc. | $79.51万 | 0.03% | 11,117 | 11,117 | — | $79.51万 | 新建仓 |
| PRIM | Primoris Services Corporation | $78.86万 | 0.03% | 7,956 | -97 | -1.2% | -$9,615 | 减仓 |
| VMI | Valmont Industries, Inc. | $78.32万 | 0.03% | 1,356 | 1,356 | — | $78.32万 | 新建仓 |
| NWPX | NWPX Infrastructure Inc | $75.15万 | 0.03% | 5,012 | -239 | -4.6% | -$3.58万 | 减仓 |
| DORM | Dorman Products, Inc. | $69.86万 | 0.02% | 5,120 | 54 | 1.1% | $7,368 | 加仓 |
| TXRH | Texas Roadhouse Inc. | $69.45万 | 0.02% | 3,594 | 1,316 | 57.8% | $25.43万 | 加仓 |
| TPG | TPG Inc Class A | $68.29万 | 0.02% | 16,842 | 10,736 | 175.8% | $43.53万 | 加仓 |
| BJ | BJ'S WHOLESALE CLUB HOLDINGS | $67.11万 | 0.02% | 7,694 | 2,689 | 53.7% | $23.45万 | 加仓 |
| CSL | Carlisle Companies Incorporated | $66.96万 | 0.02% | 1,846 | 555 | 43.0% | $20.13万 | 加仓 |
| KNSL | Kinsale Capital Group, Inc. | $66.92万 | 0.02% | 2,029 | 1,110 | 120.8% | $36.61万 | 加仓 |
| LGND | Ligand Pharmaceuticals | $66.54万 | 0.02% | 2,105 | -100 | -4.5% | -$3.16万 | 减仓 |
| RYAN | Ryan Specialty Holdings, Inc | $66.51万 | 0.02% | 17,615 | 0 | 0.0% | — | 不变 |
| STE | STERIS plc | $64.67万 | 0.02% | 3,071 | 3,071 | — | $64.67万 | 新建仓 |
| MWA | Mueller Water Products, Inc. Class A | $63.40万 | 0.02% | 24,545 | 336 | 1.4% | $8,679 | 加仓 |
| GHM | Graham Corporation | $61.73万 | 0.02% | 4,987 | -239 | -4.6% | -$2.96万 | 减仓 |
| HRI | Herc Holdings, Inc. | $61.64万 | 0.02% | 4,300 | -236 | -5.2% | -$3.38万 | 减仓 |
| POWL | Powell Industries Inc. | $60.71万 | 0.02% | 2,120 | 2 | 0.1% | $573 | 加仓 |
| UCTT | Ultra Clean Holdings, Inc. | $60.23万 | 0.02% | 4,224 | -204 | -4.6% | -$2.91万 | 减仓 |
| ICHR | Ichor Holdings, Ltd. | $59.44万 | 0.02% | 5,294 | -254 | -4.6% | -$2.85万 | 减仓 |
| AXGN | Axogen, Inc. | $58.29万 | 0.02% | 12,620 | -606 | -4.6% | -$2.80万 | 减仓 |
| CHDN | Churchill Downs Incorporated | $57.92万 | 0.02% | 6,461 | 1 | 0.0% | $90 | 加仓 |
| CHE | Chemed Corporation | $56.17万 | 0.02% | 1,206 | 359 | 42.4% | $16.72万 | 加仓 |
| ADEA | Adeia Inc. | $55.84万 | 0.02% | 16,957 | 16,957 | — | $55.84万 | 新建仓 |
| KN | Knowles Corporation | $55.49万 | 0.02% | 13,378 | 13,378 | — | $55.49万 | 新建仓 |
| TRU | TransUnion | $55.26万 | 0.02% | 7,660 | 2 | 0.0% | $144 | 加仓 |
| SN | SharkNinja, Inc. | $55.02万 | 0.02% | 3,613 | 3,613 | — | $55.02万 | 新建仓 |
| KNF | Knife River Corp | $53.76万 | 0.02% | 6,427 | 3,185 | 98.2% | $26.64万 | 加仓 |
| IESC | IES Holdings, Inc. | $53.63万 | 0.02% | 730 | 730 | — | $53.63万 | 新建仓 |
| MTRN | Materion Corporation | $53.26万 | 0.02% | 1,791 | -84 | -4.5% | -$2.50万 | 减仓 |
| KLIC | Kulicke & Soffa Industries | $52.94万 | 0.02% | 3,958 | -188 | -4.5% | -$2.51万 | 减仓 |
| LASR | NLIGHT, INC | $52.67万 | 0.02% | 7,566 | -362 | -4.6% | -$2.52万 | 减仓 |
| GRBK | Green Brick Partners, Inc. | $51.97万 | 0.02% | 6,493 | -313 | -4.6% | -$2.51万 | 减仓 |
| BLZE | Backblaze, Inc. A | $51.83万 | 0.02% | 32,677 | 32,677 | — | $51.83万 | 新建仓 |
| AMG | Affiliated Managers Group | $51.54万 | 0.02% | 1,523 | 1 | 0.1% | $338 | 加仓 |
| SKYW | SkyWest, Inc. | $50.47万 | 0.02% | 5,081 | -244 | -4.6% | -$2.42万 | 减仓 |
| PKG | Packaging Corp of America | $50.23万 | 0.02% | 2,108 | 644 | 44.0% | $15.35万 | 加仓 |
| ATEX | Anterix Inc. | $50.09万 | 0.02% | 4,866 | 4,866 | — | $50.09万 | 新建仓 |
| GCMG | GCM Grosvenor, Inc. Class A | $49.04万 | 0.02% | 39,870 | -265 | -0.7% | -$3,260 | 减仓 |