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 |
|---|---|---|---|---|---|---|---|---|
| RKLB | ROCKET LAB CORP | $32.55万 | 0.01% | 5,068 | -500 | -9.0% | -$3.21万 | 减仓 |
| ACM | AECOM | $32.91万 | 0.01% | 3,880 | 397 | 11.4% | $3.37万 | 加仓 |
| ONON | ON HLDG AG | $33.15万 | 0.01% | 9,744 | 2,715 | 38.6% | $9.24万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $33.22万 | 0.01% | 7,806 | -222,585 | -96.6% | -$947.32万 | 减仓 |
| AIZ | ASSURANT INC | $33.31万 | 0.01% | 1,529 | 165 | 12.1% | $3.59万 | 加仓 |
| TXT | TEXTRON INC | $33.87万 | 0.01% | 3,868 | 395 | 11.4% | $3.46万 | 加仓 |
| TSLA | TESLA INC | $33.90万 | 0.01% | 912 | 47 | 5.4% | $1.75万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $35.07万 | 0.01% | 1,060 | 249 | 30.7% | $8.24万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $35.48万 | 0.02% | 7,212 | 7,212 | — | $35.48万 | 新建仓 |
| NTAP | NETAPP INC | $36.14万 | 0.02% | 3,530 | 365 | 11.5% | $3.74万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $36.59万 | 0.02% | 1,497 | -1,449 | -49.2% | -$35.42万 | 减仓 |
| GOOG | ALPHABET INC | $37.08万 | 0.02% | 1,293 | -1,352 | -51.1% | -$38.77万 | 减仓 |
| ROKU | ROKU INC | $37.20万 | 0.02% | 3,931 | 827 | 26.6% | $7.83万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $37.48万 | 0.02% | 10,565 | 2,718 | 34.6% | $9.64万 | 加仓 |
| EWC | ISHARES INC | $37.53万 | 0.02% | 6,849 | 234 | 3.5% | $1.28万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $37.82万 | 0.02% | 851 | 851 | — | $37.82万 | 新建仓 |
| BYD | BOYD GAMING CORP | $38.63万 | 0.02% | 4,701 | 495 | 11.8% | $4.07万 | 加仓 |
| FSLR | FIRST SOLAR INC | $39.27万 | 0.02% | 1,991 | 724 | 57.1% | $14.28万 | 加仓 |
| IBB | ISHARES TR | $39.53万 | 0.02% | 2,341 | 2,341 | — | $39.53万 | 新建仓 |
| SNA | SNAP ON INC | $40.58万 | 0.02% | 1,117 | 109 | 10.8% | $3.96万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $40.58万 | 0.02% | 935 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR | $40.65万 | 0.02% | 1,157 | -23,770 | -95.4% | -$835.04万 | 减仓 |
| NWSA | NEWS CORP NEW | $40.67万 | 0.02% | 16,312 | 3,138 | 23.8% | $7.82万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $42.52万 | 0.02% | 2,940 | 303 | 11.5% | $4.38万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $43.13万 | 0.02% | 2,208 | -78 | -3.4% | -$1.52万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $43.25万 | 0.02% | 1,455 | 1,455 | — | $43.25万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $43.75万 | 0.02% | 911 | -1,989 | -68.6% | -$95.51万 | 减仓 |
| WMT | WALMART INC | $44.04万 | 0.02% | 3,544 | 2 | 0.1% | $249 | 加仓 |
| — | COTERRA ENERGY INC | $44.07万 | 0.02% | 12,540 | 1,292 | 11.5% | $4.54万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $44.74万 | 0.02% | 386 | -31,623 | -98.8% | -$3,664.98万 | 减仓 |
| EEM | ISHARES TR | $44.86万 | 0.02% | 7,900 | 365 | 4.8% | $2.07万 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $45.07万 | 0.02% | 7,503 | 7,503 | — | $45.07万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $46.38万 | 0.02% | 5,000 | -5,000 | -50.0% | -$46.38万 | 重新持有 |
| ISRG | INTUITIVE SURGICAL INC | $47.57万 | 0.02% | 1,032 | 1,032 | — | $47.57万 | 新建仓 |
| IXG | ISHARES TR | $48.03万 | 0.02% | 4,213 | 139 | 3.4% | $1.58万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $49.36万 | 0.02% | 3,409 | -3,554 | -51.0% | -$51.46万 | 减仓 |
| ET | ENERGY TRANSFER L P | $49.51万 | 0.02% | 25,653 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $54.08万 | 0.02% | 4,200 | -4,806 | -53.4% | -$61.89万 | 减仓 |
| MPC | MARATHON PETE CORP | $54.38万 | 0.02% | 2,227 | 2,227 | — | $54.38万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $54.52万 | 0.02% | 1,962 | 518 | 35.9% | $14.39万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $55.10万 | 0.02% | 5,985 | 1,612 | 36.9% | $14.84万 | 加仓 |
| IJJ | ISHARES TR | $55.20万 | 0.02% | 4,166 | 144 | 3.6% | $1.91万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $57.73万 | 0.02% | 9,519 | 9,519 | — | $57.73万 | 新建仓 |
| ATEN | A10 NETWORKS INC | $57.80万 | 0.02% | 25,000 | 25,000 | — | $57.80万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $58.42万 | 0.02% | 1,702 | 359 | 26.7% | $12.32万 | 加仓 |
| IYC | ISHARES TR | $59.97万 | 0.03% | 6,188 | 213 | 3.6% | $2.06万 | 加仓 |
| PSX | PHILLIPS 66 | $60.84万 | 0.03% | 3,340 | 332 | 11.0% | $6.05万 | 加仓 |
| TXG | 10X GENOMICS INC | $63.69万 | 0.03% | 30,000 | -5,000 | -14.3% | -$10.62万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $64.71万 | 0.03% | 8,931 | 639 | 7.7% | $4.63万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $65.26万 | 0.03% | 155 | -4,454 | -96.6% | -$1,875.28万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $65.34万 | 0.03% | 9,084 | -322,577 | -97.3% | -$2,320.30万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $65.61万 | 0.03% | 8,512 | 951 | 12.6% | $7.33万 | 加仓 |
| CVX | CHEVRON CORPORATION | $66.81万 | 0.03% | 3,229 | 1,436 | 80.1% | $29.71万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $66.88万 | 0.03% | 1,713 | -87,705 | -98.1% | -$3,424.09万 | 减仓 |
| LUNR | INTUITIVE MACHINES INC | $67.97万 | 0.03% | 36,622 | 36,622 | — | $67.97万 | 新建仓 |
| LOW | LOWES COS INC | $68.22万 | 0.03% | 2,887 | -6,034 | -67.6% | -$142.58万 | 减仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $69.22万 | 0.03% | 22,711 | 22,711 | — | $69.22万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $70.10万 | 0.03% | 11,925 | 11,925 | — | $70.10万 | 新建仓 |
| CAT | CATERPILLAR INC | $71.48万 | 0.03% | 1,009 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $71.70万 | 0.03% | 1,515 | 247 | 19.5% | $11.69万 | 加仓 |
| IEV | ISHARES TR | $73.19万 | 0.03% | 10,772 | 364 | 3.5% | $2.47万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $76.38万 | 0.03% | 32,174 | 32,174 | — | $76.38万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $76.78万 | 0.03% | 1,808 | -4,262 | -70.2% | -$181.00万 | 减仓 |
| RMD | RESMED INC | $78.14万 | 0.03% | 3,481 | 383 | 12.4% | $8.60万 | 加仓 |
| KFY | KORN FERRY | $80.40万 | 0.03% | 12,772 | 1,294 | 11.3% | $8.15万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $80.69万 | 0.03% | 8,146 | 8,146 | — | $80.69万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $81.16万 | 0.03% | 98,252 | -27,994 | -22.2% | -$23.12万 | 减仓 |
| DBJP | DBX ETF TR | $82.90万 | 0.04% | 8,206 | 303 | 3.8% | $3.06万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $83.13万 | 0.04% | 7,741 | -1,868 | -19.4% | -$20.06万 | 减仓 |
| RACE | FERRARI N V | $84.61万 | 0.04% | 2,500 | 1,100 | 78.6% | $37.23万 | 重新持有 |
| PAVE | GLOBAL X FDS | $87.62万 | 0.04% | 17,245 | 701 | 4.2% | $3.56万 | 加仓 |
| PPG | PPG INDS INC | $89.47万 | 0.04% | 8,371 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $90.66万 | 0.04% | 7,824 | 7,824 | — | $90.66万 | 新建仓 |
| EG | EVEREST GROUP LTD | $91.84万 | 0.04% | 2,810 | 295 | 11.7% | $9.64万 | 加仓 |
| SO | SOUTHERN CO | $91.96万 | 0.04% | 9,528 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $93.65万 | 0.04% | 709 | 709 | — | $93.65万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $94.69万 | 0.04% | 2,954 | 285 | 10.7% | $9.14万 | 加仓 |
| SMTC | SEMTECH CORP | $95.02万 | 0.04% | 12,358 | 12,358 | — | $95.02万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $95.72万 | 0.04% | 4,600 | 327 | 7.7% | $6.80万 | 加仓 |
| F | FORD MTR CO | $98.35万 | 0.04% | 85,225 | 8,508 | 11.1% | $9.82万 | 加仓 |
| MET | METLIFE INC | $98.99万 | 0.04% | 13,997 | 3,196 | 29.6% | $22.60万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $100.72万 | 0.04% | 21,949 | 2,387 | 12.2% | $10.95万 | 加仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $102.82万 | 0.04% | 34,469 | 34,469 | — | $102.82万 | 新建仓 |
| MTH | MERITAGE HOMES CORP | $104.48万 | 0.04% | 16,895 | 5,637 | 50.1% | $34.86万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $109.05万 | 0.05% | 50,346 | -659 | -1.3% | -$1.43万 | 减仓 |
| COCO | VITA COCO CO INC | $110.44万 | 0.05% | 23,051 | -8,346 | -26.6% | -$39.99万 | 减仓 |
| SDRL | SEADRILL LTD | $111.44万 | 0.05% | 24,493 | 24,493 | — | $111.44万 | 新建仓 |
| KN | KNOWLES CORP | $113.41万 | 0.05% | 44,163 | 1,717 | 4.0% | $4.41万 | 加仓 |
| GAP | GAP INC | $113.47万 | 0.05% | 46,887 | 46,887 | — | $113.47万 | 新建仓 |
| IMAX | IMAX CORP | $113.73万 | 0.05% | 29,920 | 29,920 | — | $113.73万 | 新建仓 |
| LIVN | LIVANOVA PLC | $114.56万 | 0.05% | 18,024 | 18,024 | — | $114.56万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $120.22万 | 0.05% | 1,723 | 68 | 4.1% | $4.74万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $120.73万 | 0.05% | 8,663 | -2,612 | -23.2% | -$36.40万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $121.05万 | 0.05% | 2,526 | -31 | -1.2% | -$1.49万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $121.26万 | 0.05% | 4,694 | -1,260 | -21.2% | -$32.55万 | 减仓 |
| BG | BUNGE GLOBAL SA | $121.65万 | 0.05% | 9,564 | 1,023 | 12.0% | $13.01万 | 加仓 |
| MAS | MASCO CORP | $123.70万 | 0.05% | 20,490 | 20,490 | — | $123.70万 | 新建仓 |
| EQIX | EQUINIX INC | $123.71万 | 0.05% | 1,262 | 135 | 12.0% | $13.23万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $124.19万 | 0.05% | 18,178 | 1,813 | 11.1% | $12.39万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $124.23万 | 0.05% | 9,568 | 1,024 | 12.0% | $13.30万 | 加仓 |