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 |
|---|---|---|---|---|---|---|---|---|
| CRUS | CIRRUS LOGIC INC | $47.34万 | 0.02% | 3,187 | 247 | 8.4% | $3.67万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $48.63万 | 0.02% | 6,213 | 6,213 | — | $48.63万 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD | $48.64万 | 0.02% | 1,535 | 80 | 5.5% | $2.54万 | 加仓 |
| ET | ENERGY TRANSFER L P | $49.05万 | 0.02% | 25,653 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $49.06万 | 0.02% | 55,000 | -43,252 | -44.0% | -$38.58万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $49.09万 | 0.02% | 1,070 | 219 | 25.7% | $10.05万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $49.17万 | 0.02% | 12,923 | 12,923 | — | $49.17万 | 新建仓 |
| WMT | WALMART INC | $49.84万 | 0.02% | 4,400 | 856 | 24.2% | $9.70万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $50.51万 | 0.02% | 1,270 | 238 | 23.1% | $9.46万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $51.11万 | 0.02% | 965 | 54 | 5.9% | $2.86万 | 加仓 |
| IXG | ISHARES TR | $53.26万 | 0.02% | 4,278 | 65 | 1.5% | $8,093 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $53.99万 | 0.02% | 3,551 | 142 | 4.2% | $2.16万 | 加仓 |
| KRC | KILROY REALTY CORP | $55.09万 | 0.02% | 14,703 | 14,703 | — | $55.09万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $55.45万 | 0.02% | 7,684 | -1,400 | -15.4% | -$10.10万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $55.61万 | 0.02% | 6,456 | 2,586 | 66.8% | $22.28万 | 加仓 |
| NRIX | NURIX THERAPEUTICS INC | $55.80万 | 0.02% | 23,000 | 23,000 | — | $55.80万 | 新建仓 |
| MPC | MARATHON PETE CORP | $56.94万 | 0.02% | 2,227 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $57.29万 | 0.02% | 9,943 | 424 | 4.5% | $2.44万 | 加仓 |
| NTAP | NETAPP INC | $57.89万 | 0.02% | 3,740 | 210 | 5.9% | $3.25万 | 加仓 |
| ROKU | ROKU INC | $58.13万 | 0.02% | 4,208 | 277 | 7.0% | $3.83万 | 加仓 |
| PSX | PHILLIPS 66 | $59.37万 | 0.02% | 3,512 | 172 | 5.1% | $2.91万 | 加仓 |
| P | EVERPURE INC | $61.73万 | 0.02% | 7,835 | 7,835 | — | $61.73万 | 新建仓 |
| CADL | CANDEL THERAPEUTICS INC | $61.80万 | 0.02% | 60,000 | 60,000 | — | $61.80万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $62.31万 | 0.02% | 1,759 | 57 | 3.3% | $2.02万 | 加仓 |
| IJJ | ISHARES TR | $63.14万 | 0.02% | 4,274 | 108 | 2.6% | $1.60万 | 加仓 |
| QCOM | QUALCOMM INC | $65.91万 | 0.02% | 3,567 | -633 | -15.1% | -$11.70万 | 减仓 |
| LOW | LOWES COS INC | $66.41万 | 0.02% | 3,012 | 125 | 4.3% | $2.76万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $67.00万 | 0.02% | 2,315 | 2,315 | — | $67.00万 | 新建仓 |
| EEM | ISHARES TR | $73.07万 | 0.02% | 10,681 | 2,781 | 35.2% | $19.02万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $74.62万 | 0.02% | 6,556 | -1,185 | -15.3% | -$13.49万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $75.13万 | 0.02% | 4,215 | 340 | 8.8% | $6.06万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $76.53万 | 0.03% | 5,003 | 3 | 0.1% | $459 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $78.14万 | 0.03% | 2,082 | 120 | 6.1% | $4.50万 | 加仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $78.50万 | 0.03% | 100,000 | 100,000 | — | $78.50万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $80.22万 | 0.03% | 12,756 | 831 | 7.0% | $5.23万 | 加仓 |
| IEV | ISHARES TR | $80.56万 | 0.03% | 11,058 | 286 | 2.7% | $2.08万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $82.42万 | 0.03% | 6,444 | 6,444 | — | $82.42万 | 新建仓 |
| EBAY | EBAY INC. | $83.82万 | 0.03% | 7,501 | 7,501 | — | $83.82万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $84.26万 | 0.03% | 1,503 | -305 | -16.9% | -$17.10万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $85.47万 | 0.03% | 8,892 | -39 | -0.4% | -$3,749 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $86.18万 | 0.03% | 6,337 | 352 | 5.9% | $4.79万 | 加仓 |
| LEGN | LEGEND BIOTECH CORP | $86.64万 | 0.03% | 30,000 | 30,000 | — | $86.64万 | 新建仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $86.76万 | 0.03% | 40,449 | -65,240 | -61.7% | -$139.94万 | 重新持有 |
| KFY | KORN FERRY | $90.45万 | 0.03% | 13,585 | 813 | 6.4% | $5.41万 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $90.70万 | 0.03% | 9,815 | 2,312 | 30.8% | $21.37万 | 加仓 |
| GENI | GENIUS SPORTS LIMITED | $90.90万 | 0.03% | 150,000 | 69,850 | 87.1% | $42.33万 | 重新持有 |
| SO | SOUTHERN CO | $91.19万 | 0.03% | 9,528 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC | $92.66万 | 0.03% | 49,602 | 2,715 | 5.8% | $5.07万 | 加仓 |
| NFLX | NETFLIX INC. | $94.55万 | 0.03% | 13,242 | -5,403 | -29.0% | -$38.58万 | 减仓 |
| DBJP | DBX ETF TR | $96.89万 | 0.03% | 8,441 | 235 | 2.9% | $2.70万 | 加仓 |
| PPG | PPG INDS INC | $101.53万 | 0.03% | 8,371 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $103.89万 | 0.03% | 17,633 | 388 | 2.2% | $2.29万 | 加仓 |
| EG | EVEREST GROUP LTD | $105.60万 | 0.03% | 2,956 | 146 | 5.2% | $5.22万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $107.19万 | 0.04% | 3,113 | 159 | 5.4% | $5.47万 | 加仓 |
| BG | BUNGE GLOBAL SA | $107.30万 | 0.04% | 10,053 | 489 | 5.1% | $5.22万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $108.25万 | 0.04% | 9,999 | 431 | 4.5% | $4.67万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $113.42万 | 0.04% | 8,977 | 314 | 3.6% | $3.97万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $113.86万 | 0.04% | 4,624 | 24 | 0.5% | $5,910 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $120.38万 | 0.04% | 23,110 | 1,161 | 5.3% | $6.05万 | 加仓 |
| ECVT | ECOVYST INC | $122.73万 | 0.04% | 98,579 | 98,579 | — | $122.73万 | 新建仓 |
| CAT | CATERPILLAR INC | $123.48万 | 0.04% | 1,160 | 151 | 15.0% | $16.07万 | 加仓 |
| FDX | FEDEX CORP | $124.94万 | 0.04% | 3,990 | 432 | 12.1% | $13.53万 | 加仓 |
| MET | METLIFE INC | $125.20万 | 0.04% | 14,797 | 800 | 5.7% | $6.77万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $126.90万 | 0.04% | 10,877 | -217,276 | -95.2% | -$2,534.96万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $127.11万 | 0.04% | 2,495 | 2,495 | — | $127.11万 | 新建仓 |
| GOOG | ALPHABET INC | $128.23万 | 0.04% | 3,629 | 2,336 | 180.7% | $82.54万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $128.85万 | 0.04% | 51,415 | 1,069 | 2.1% | $2.68万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $129.90万 | 0.04% | 2,596 | 70 | 2.8% | $3.50万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $135.22万 | 0.04% | 36,251 | 4,077 | 12.7% | $15.21万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $136.83万 | 0.05% | 1,793 | 80 | 4.7% | $6.11万 | 加仓 |
| EQIX | EQUINIX INC | $138.53万 | 0.05% | 1,329 | 67 | 5.3% | $6.98万 | 加仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $139.03万 | 0.05% | 33,886 | 11,175 | 49.2% | $45.85万 | 加仓 |
| CHEF | CHEFS WHSE INC | $140.49万 | 0.05% | 14,619 | 14,619 | — | $140.49万 | 新建仓 |
| WT | WISDOMTREE INC | $143.68万 | 0.05% | 84,818 | 84,818 | — | $143.68万 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $144.34万 | 0.05% | 13,490 | 769 | 6.0% | $8.23万 | 加仓 |
| ASML | ASML HLDG NV | $145.63万 | 0.05% | 732 | 23 | 3.2% | $4.58万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $147.76万 | 0.05% | 2,727 | 302 | 12.5% | $16.36万 | 加仓 |
| ARCB | ARCBEST CORP | $148.16万 | 0.05% | 10,322 | 10,322 | — | $148.16万 | 新建仓 |
| F | FORD MTR CO | $148.17万 | 0.05% | 106,595 | 21,370 | 25.1% | $29.70万 | 加仓 |
| MTH | MERITAGE HOMES CORP | $149.90万 | 0.05% | 17,877 | 982 | 5.8% | $8.23万 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $150.43万 | 0.05% | 35,172 | 35,172 | — | $150.43万 | 新建仓 |
| MATX | MATSON INC | $151.17万 | 0.05% | 7,864 | 7,864 | — | $151.17万 | 新建仓 |
| SRE | SEMPRA | $151.31万 | 0.05% | 16,321 | 743 | 4.8% | $6.89万 | 加仓 |
| PLD | PROLOGIS INC. | $153.76万 | 0.05% | 11,350 | 573 | 5.3% | $7.76万 | 加仓 |
| SNEX | STONEX GROUP INC | $154.14万 | 0.05% | 13,008 | 13,008 | — | $154.14万 | 新建仓 |
| ECPG | ENCORE CAP GROUP INC | $154.42万 | 0.05% | 16,553 | 16,553 | — | $154.42万 | 新建仓 |
| KR | KROGER CO | $155.10万 | 0.05% | 27,930 | 1,424 | 5.4% | $7.91万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $157.29万 | 0.05% | 4,648 | -816 | -14.9% | -$27.61万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $157.69万 | 0.05% | 3,070 | 89 | 3.0% | $4.57万 | 加仓 |
| MUSA | MURPHY USA INC | $158.32万 | 0.05% | 2,938 | 2,938 | — | $158.32万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $158.36万 | 0.05% | 13,250 | -534 | -3.9% | -$6.38万 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $158.82万 | 0.05% | 19,025 | -6,623 | -25.8% | -$55.29万 | 重新持有 |
| SNDK | SANDISK CORP | $159.84万 | 0.05% | 703 | 703 | — | $159.84万 | 新建仓 |
| TSN | TYSON FOODS INC | $160.37万 | 0.05% | 28,012 | 1,376 | 5.2% | $7.88万 | 加仓 |
| SYY | SYSCO CORP | $160.72万 | 0.05% | 19,230 | 975 | 5.3% | $8.15万 | 加仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $162.50万 | 0.05% | 47,878 | 13,409 | 38.9% | $45.51万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $165.03万 | 0.05% | 2,210 | 258 | 13.2% | $19.27万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $165.05万 | 0.05% | 7,193 | 263 | 3.8% | $6.03万 | 加仓 |
| TMUS | T-MOBILE US INC | $168.59万 | 0.06% | 10,051 | 860 | 9.4% | $14.42万 | 加仓 |
| AVT | AVNET INC | $169.68万 | 0.06% | 19,104 | -1,272 | -6.2% | -$11.30万 | 减仓 |