COOKSON PEIRCE & CO INC
PITTSBURGH PA · SEC CIK 0001141455
$23.62亿2026Q1 申报市值
303持仓数
35.9%前十大占比 · 第一大 6.5%
46 / 55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
GOOGL 加仓+$5,202.42万
AA 加仓+$3,652.72万
LLY 加仓+$3,644.23万
STT 新建仓+$3,250.29万
LUV 新建仓+$3,243.59万
2026Q1 卖出最多 按季末市值估算
AMZN 减仓-$8,136.12万
AXP 减仓-$4,886.05万
HOOD 清仓-$4,438.73万
APP 清仓-$4,085.78万
RDDT 清仓-$3,911.19万
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 |
|---|---|---|---|---|---|---|---|---|
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -392,461 | -100.0% | -$4,438.73万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -60,636 | -100.0% | -$4,085.78万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -170,148 | -100.0% | -$3,911.19万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -197,822 | -100.0% | -$2,183.16万 | 清仓 |
| ALV | AUTOLIV INC | $0 | 0.00% | 0 | -176,600 | -100.0% | -$2,096.24万 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | -226,658 | -100.0% | -$1,981.44万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -77,963 | -100.0% | -$1,889.50万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $0 | 0.00% | 0 | -107,271 | -100.0% | -$1,521.42万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -141,817 | -100.0% | -$1,352.23万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CORT | CORCEPT THERAPEUTICS INC | $0 | 0.00% | 0 | -207,457 | -100.0% | -$721.95万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -198,076 | -100.0% | -$518.56万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -35,283 | -100.0% | -$507.69万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IRTC | IRHYTHM TECHNOLOGIES INC | $0 | 0.00% | 0 | -19,549 | -100.0% | -$346.88万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -2,705 | -100.0% | -$179.18万 | 清仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $0 | 0.00% | 0 | -185,963 | -100.0% | -$158.07万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -9,463 | -100.0% | -$152.16万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -9,540 | -100.0% | -$147.05万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -7,810 | -100.0% | -$143.59万 | 清仓 |
| VSXY | VICTORIAS SECRET AND CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PR | PERMIAN RESOURCES CORP | $0 | 0.00% | 0 | -98,024 | -100.0% | -$137.53万 | 清仓 |
| TNL | TRAVEL PLUS LEISURE CO | $0 | 0.00% | 0 | -18,911 | -100.0% | -$133.38万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -66,216 | -100.0% | -$128.26万 | 清仓 |
| REAL | THE REALREAL INC | $0 | 0.00% | 0 | -81,242 | -100.0% | -$128.20万 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -76,148 | -100.0% | -$124.81万 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $0 | 0.00% | 0 | -6,294 | -100.0% | -$120.28万 | 清仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $0 | 0.00% | 0 | -5,424 | -100.0% | -$110.13万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -16,454 | -100.0% | -$107.10万 | 清仓 |
| HCI | HCI GROUP INC | $0 | 0.00% | 0 | -5,097 | -100.0% | -$97.70万 | 清仓 |
| — | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | -11,472 | -100.0% | -$97.43万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GENI | GENIUS SPORTS LIMITED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | -2,684 | -100.0% | -$86.85万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -32,969 | -100.0% | -$84.40万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -3,521 | -100.0% | -$76.76万 | 清仓 |
| HL | HECLA MNG CO | $0 | 0.00% | 0 | -40,000 | -100.0% | -$76.76万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -1,034 | -100.0% | -$69.95万 | 清仓 |
| NTES | NETEASE INC | $0 | 0.00% | 0 | -4,961 | -100.0% | -$68.27万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -6,000 | -100.0% | -$62.83万 | 清仓 |
| HURN | HURON CONSULTING GROUP INC | $0 | 0.00% | 0 | -3,494 | -100.0% | -$60.41万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -3,912 | -100.0% | -$59.93万 | 清仓 |
| — | JANUS HENDERSON GROUP PLC | $0 | 0.00% | 0 | -8,134 | -100.0% | -$38.69万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -3,453 | -100.0% | -$35.77万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -3,290 | -100.0% | -$33.19万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -5,677 | -100.0% | -$33.14万 | 清仓 |
| NEOG | NEOGEN CORP | $0 | 0.00% | 0 | -45,000 | -100.0% | -$31.45万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -12,971 | -100.0% | -$30.60万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -1,665 | -100.0% | -$29.01万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -1,275 | -100.0% | -$28.46万 | 清仓 |
| — | AMPLIFY ETF TR | $0 | 0.00% | 0 | -3,656 | -100.0% | -$27.21万 | 清仓 |
| VUSB | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -5,375 | -100.0% | -$26.79万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,350 | -100.0% | -$26.31万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -416 | -100.0% | -$24.16万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -2,232 | -100.0% | -$23.59万 | 清仓 |
| LEU | CENTRUS ENERGY CORP | $0 | 0.00% | 0 | -970 | -100.0% | -$23.55万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -550 | -100.0% | -$21.80万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -9,693 | -100.0% | -$21.60万 | 清仓 |
| DBX | DROPBOX INC | $0 | 0.00% | 0 | -7,716 | -100.0% | -$21.45万 | 清仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LAD | LITHIA MTRS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -1,566 | -100.0% | -$20.54万 | 清仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $1.75万 | 0.00% | 12,479 | 0 | 0.0% | — | 不变 |
| GLXY | GALAXY DIGITAL INC. | $18.45万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRD SLF IDX FD | $20.07万 | 0.01% | 9,612 | -381 | -3.8% | -$7,955 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $20.26万 | 0.01% | 8,352 | -203 | -2.4% | -$4,924 | 减仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $20.40万 | 0.01% | 8,208 | -162 | -1.9% | -$4,026 | 减仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $20.48万 | 0.01% | 9,387 | -162 | -1.7% | -$3,534 | 减仓 |
| MAIN | MAIN STR CAP CORP | $20.52万 | 0.01% | 3,875 | 35 | 0.9% | $1,854 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $20.53万 | 0.01% | 8,776 | -355 | -3.9% | -$8,305 | 减仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $20.59万 | 0.01% | 8,945 | -341 | -3.7% | -$7,851 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $20.77万 | 0.01% | 8,782 | -349 | -3.8% | -$8,255 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $20.80万 | 0.01% | 8,275 | -470 | -5.4% | -$1.18万 | 减仓 |
| QQQ | INVESCO QQQ TR | $21.31万 | 0.01% | 369 | 36 | 10.8% | $2.08万 | 加仓 |
| GEN | GEN DIGITAL INC | $21.92万 | 0.01% | 11,640 | 1,205 | 11.5% | $2.27万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $22.60万 | 0.01% | 979 | -145,359 | -99.3% | -$3,356.20万 | 减仓 |
| DVA | DAVITA INC | $22.75万 | 0.01% | 1,480 | 1,480 | — | $22.75万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $22.85万 | 0.01% | 2,890 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $23.49万 | 0.01% | 1,185 | 0 | 0.0% | — | 不变 |
| EWL | ISHARES INC | $24.82万 | 0.01% | 4,220 | 730 | 20.9% | $4.29万 | 加仓 |
| INGR | INGREDION INC | $26.42万 | 0.01% | 2,345 | -3,939 | -62.7% | -$44.38万 | 重新持有 |
| EWG | ISHARES INC | $26.97万 | 0.01% | 6,798 | 237 | 3.6% | $9,402 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $27.85万 | 0.01% | 1,364 | 1,364 | — | $27.85万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $28.17万 | 0.01% | 645 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $29.21万 | 0.01% | 788 | -745 | -48.6% | -$27.62万 | 减仓 |
| VLO | VALERO ENERGY CORP | $29.35万 | 0.01% | 1,188 | 1,188 | — | $29.35万 | 新建仓 |
| TJX | TJX COS INC NEW | $29.90万 | 0.01% | 1,872 | -7 | -0.4% | -$1,118 | 减仓 |
| HODL | VANECK BITCOIN ETF | $30.27万 | 0.01% | 15,800 | 0 | 0.0% | — | 不变 |
| — | PALLADYNE AI CORP | $30.35万 | 0.01% | 50,000 | 5,000 | 11.1% | $3.04万 | 重新持有 |
| VNT | VONTIER CORPORATION | $30.41万 | 0.01% | 8,573 | 896 | 11.7% | $3.18万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $30.54万 | 0.01% | 2,399 | 245 | 11.4% | $3.12万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $30.54万 | 0.01% | 1,410 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $30.62万 | 0.01% | 1,459 | 403 | 38.2% | $8.46万 | 加仓 |
| IVLU | ISHARES TR | $30.92万 | 0.01% | 7,793 | -150 | -1.9% | -$5,952 | 减仓 |
| TOST | TOAST INC | $31.31万 | 0.01% | 11,810 | -259,788 | -95.7% | -$688.70万 | 重新持有 |
| DKS | DICKS SPORTING GOODS INC | $31.89万 | 0.01% | 1,608 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $32.28万 | 0.01% | 3,265 | 334 | 11.4% | $3.30万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $32.42万 | 0.01% | 3,785 | 376 | 11.0% | $3.22万 | 加仓 |