COOKSON PEIRCE & CO INC
PITTSBURGH PA · SEC CIK 0001141455
$30.35亿2026Q2 申报市值
317持仓数
39.9%前十大占比 · 第一大 7.4%
47 / 42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
CGNX 新建仓+$3,352.21万
VLO 加仓+$2,562.89万
DDOG 重新持有+$2,247.17万
AAPL 加仓+$1,823.03万
SQM 新建仓+$1,521.03万
2026Q2 卖出最多 按季末市值估算
LLY 减仓-$5,416.63万
FLEX 减仓-$5,032.84万
TOL 减仓-$3,059.44万
PLTR 减仓-$2,534.96万
FLS 减仓-$2,418.77万
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 |
|---|---|---|---|---|---|---|---|---|
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -22,943 | -100.0% | -$1,985.41万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -21,904 | -100.0% | -$1,144.94万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -74,970 | -100.0% | -$1,072.37万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -11,331 | -100.0% | -$318.48万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -37,369 | -100.0% | -$263.49万 | 清仓 |
| PL | PLANET LABS PBC | $0 | 0.00% | 0 | -74,752 | -100.0% | -$208.93万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -14,290 | -100.0% | -$188.63万 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -58,110 | -100.0% | -$177.35万 | 清仓 |
| FIGS | FIGS INC | $0 | 0.00% | 0 | -113,518 | -100.0% | -$167.67万 | 清仓 |
| NPO | ENPRO INC | $0 | 0.00% | 0 | -6,186 | -100.0% | -$155.05万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -58,960 | -100.0% | -$152.59万 | 清仓 |
| MTDR | MATADOR RES CO | $0 | 0.00% | 0 | -23,635 | -100.0% | -$149.33万 | 清仓 |
| RMBS | RAMBUS INC DEL | $0 | 0.00% | 0 | -17,328 | -100.0% | -$149.07万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -10,769 | -100.0% | -$135.11万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -8,588 | -100.0% | -$133.56万 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -69,303 | -100.0% | -$130.08万 | 清仓 |
| MRCY | MERCURY SYS INC | $0 | 0.00% | 0 | -17,309 | -100.0% | -$126.20万 | 清仓 |
| LIVN | LIVANOVA PLC | $0 | 0.00% | 0 | -18,024 | -100.0% | -$114.56万 | 清仓 |
| IMAX | IMAX CORP | $0 | 0.00% | 0 | -29,920 | -100.0% | -$113.73万 | 清仓 |
| SDRL | SEADRILL LTD | $0 | 0.00% | 0 | -24,493 | -100.0% | -$111.44万 | 清仓 |
| COCO | VITA COCO CO INC | $0 | 0.00% | 0 | -23,051 | -100.0% | -$110.44万 | 清仓 |
| AGCO | AGCO CORP | $0 | 0.00% | 0 | -7,824 | -100.0% | -$90.66万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -2,500 | -100.0% | -$84.61万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -3,481 | -100.0% | -$78.14万 | 清仓 |
| LUNR | INTUITIVE MACHINES INC | $0 | 0.00% | 0 | -36,622 | -100.0% | -$67.97万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -8,512 | -100.0% | -$65.61万 | 清仓 |
| IYC | ISHARES TR | $0 | 0.00% | 0 | -6,188 | -100.0% | -$59.97万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -12,540 | -100.0% | -$44.07万 | 清仓 |
| GNRC | GENERAC HLDGS INC | $0 | 0.00% | 0 | -2,208 | -100.0% | -$43.13万 | 清仓 |
| — | TOPBUILD COR | $0 | 0.00% | 0 | -1,157 | -100.0% | -$40.65万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -10,565 | -100.0% | -$37.48万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,060 | -100.0% | -$35.07万 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -7,806 | -100.0% | -$33.22万 | 清仓 |
| ONON | ON HLDG AG | $0 | 0.00% | 0 | -9,744 | -100.0% | -$33.15万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -3,880 | -100.0% | -$32.91万 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | -5,068 | -100.0% | -$32.55万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -11,810 | -100.0% | -$31.31万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -1,459 | -100.0% | -$30.62万 | 清仓 |
| VNT | VONTIER CORPORATION | $0 | 0.00% | 0 | -8,573 | -100.0% | -$30.41万 | 清仓 |
| — | PALLADYNE AI CORP | $0 | 0.00% | 0 | -50,000 | -100.0% | -$30.35万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -979 | -100.0% | -$22.60万 | 清仓 |
| MAIN | MAIN STR CAP CORP | $0 | 0.00% | 0 | -3,875 | -100.0% | -$20.52万 | 清仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $2.40万 | 0.00% | 12,479 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $20.38万 | 0.01% | 269 | 269 | — | $20.38万 | 新建仓 |
| KO | COCA COLA CO | $20.54万 | 0.01% | 2,527 | 2,527 | — | $20.54万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $20.55万 | 0.01% | 744 | 744 | — | $20.55万 | 新建仓 |
| LAD | LITHIA MTRS INC | $21.53万 | 0.01% | 741 | 115 | 18.4% | $3.34万 | 重新持有 |
| BHE | BENCHMARK ELECTRS INC | $21.71万 | 0.01% | 2,200 | 2,200 | — | $21.71万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $21.73万 | 0.01% | 10,353 | 741 | 7.7% | $1.55万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $21.77万 | 0.01% | 8,437 | 257 | 3.1% | $6,632 | 重新持有 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $21.92万 | 0.01% | 8,720 | 512 | 6.2% | $1.29万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $21.98万 | 0.01% | 9,378 | 602 | 6.9% | $1.41万 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $22.01万 | 0.01% | 9,558 | 613 | 6.9% | $1.41万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $22.20万 | 0.01% | 9,390 | 608 | 6.9% | $1.44万 | 加仓 |
| RTX | RTX CORPORATION | $22.22万 | 0.01% | 1,171 | 1,171 | — | $22.22万 | 新建仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $22.22万 | 0.01% | 10,139 | 752 | 8.0% | $1.65万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $22.49万 | 0.01% | 8,772 | 497 | 6.0% | $1.27万 | 加仓 |
| FTNT | FORTINET INC | $22.60万 | 0.01% | 1,471 | 1,471 | — | $22.60万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $22.60万 | 0.01% | 9,169 | 817 | 9.8% | $2.01万 | 加仓 |
| BBY | BEST BUY INC | $24.41万 | 0.01% | 3,217 | -10,080 | -75.8% | -$76.49万 | 重新持有 |
| XLE | SELECT SECTOR SPDR TR | $25.47万 | 0.01% | 4,795 | 4,795 | — | $25.47万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $25.49万 | 0.01% | 272 | 272 | — | $25.49万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $25.89万 | 0.01% | 1,185 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $26.24万 | 0.01% | 2,890 | 0 | 0.0% | — | 不变 |
| HODL | VANECK BITCOIN ETF | $26.24万 | 0.01% | 15,800 | 0 | 0.0% | — | 不变 |
| EWL | ISHARES INC | $27.23万 | 0.01% | 4,332 | 112 | 2.7% | $7,039 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $27.34万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $28.06万 | 0.01% | 2,963 | 618 | 26.4% | $5.85万 | 加仓 |
| EWG | ISHARES INC | $28.88万 | 0.01% | 6,980 | 182 | 2.7% | $7,529 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $29.72万 | 0.01% | 715 | -5 | -0.7% | -$2,078 | 重新持有 |
| TJX | TJX COS INC NEW | $29.88万 | 0.01% | 1,972 | 100 | 5.3% | $1.52万 | 加仓 |
| POST | POST HLDGS INC | $30.27万 | 0.01% | 3,430 | 165 | 5.1% | $1.46万 | 加仓 |
| CVX | CHEVRON CORPORATION | $30.32万 | 0.01% | 1,829 | -1,400 | -43.4% | -$23.21万 | 减仓 |
| GEN | GEN DIGITAL INC | $30.44万 | 0.01% | 12,231 | 591 | 5.1% | $1.47万 | 加仓 |
| COKE | COCA COLA CONS INC | $30.95万 | 0.01% | 1,621 | 1,621 | — | $30.95万 | 新建仓 |
| RGA | REINSURANCE GROUP AMER INC | $31.34万 | 0.01% | 1,474 | 110 | 8.1% | $2.34万 | 加仓 |
| INTC | INTEL CORP | $31.51万 | 0.01% | 2,257 | 2,257 | — | $31.51万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $32.37万 | 0.01% | 1,410 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $32.59万 | 0.01% | 7,793 | 0 | 0.0% | — | 不变 |
| NVST | ENVISTA HOLDINGS CORPORATION | $34.82万 | 0.01% | 13,213 | -37,965 | -74.2% | -$100.04万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $35.03万 | 0.01% | 603 | 603 | — | $35.03万 | 新建仓 |
| DVA | DAVITA INC | $35.64万 | 0.01% | 1,602 | 122 | 8.2% | $2.71万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $36.37万 | 0.01% | 1,432 | -65 | -4.3% | -$1.65万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $36.47万 | 0.01% | 1,608 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $39.10万 | 0.01% | 917 | 129 | 16.4% | $5.50万 | 加仓 |
| IBB | ISHARES TR | $39.29万 | 0.01% | 2,066 | -275 | -11.7% | -$5.23万 | 减仓 |
| TXT | TEXTRON INC | $39.84万 | 0.01% | 4,343 | 475 | 12.3% | $4.36万 | 加仓 |
| EWC | ISHARES INC | $40.52万 | 0.01% | 7,030 | 181 | 2.6% | $1.04万 | 加仓 |
| NWSA | NEWS CORP NEW | $42.62万 | 0.01% | 17,166 | 854 | 5.2% | $2.12万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $42.89万 | 0.01% | 3,404 | 1,005 | 41.9% | $12.66万 | 加仓 |
| AIZ | ASSURANT INC | $43.02万 | 0.01% | 1,602 | 73 | 4.8% | $1.96万 | 加仓 |
| QQQ | INVESCO QQQ TR | $43.54万 | 0.01% | 591 | 222 | 60.2% | $16.35万 | 加仓 |
| BYD | BOYD GAMING CORP | $43.54万 | 0.01% | 4,929 | 228 | 4.9% | $2.01万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $43.82万 | 0.01% | 1,055 | 120 | 12.8% | $4.98万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $44.21万 | 0.01% | 10,699 | -19,340 | -64.4% | -$79.91万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $44.65万 | 0.01% | 7,732 | 520 | 7.2% | $3.00万 | 加仓 |
| TSLA | TESLA INC | $45.00万 | 0.01% | 1,070 | 158 | 17.3% | $6.65万 | 加仓 |
| TOL | TOLL BROTHERS INC | $45.64万 | 0.02% | 2,770 | -185,702 | -98.5% | -$3,059.44万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $45.87万 | 0.02% | 4,103 | 318 | 8.4% | $3.55万 | 加仓 |
| SNA | SNAP ON INC | $46.96万 | 0.02% | 1,167 | 50 | 4.5% | $2.01万 | 加仓 |