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 |
|---|---|---|---|---|---|---|---|---|
| TXRH | TEXAS ROADHOUSE INC | $169.89万 | 0.06% | 8,792 | 8,792 | — | $169.89万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $171.70万 | 0.06% | 9,055 | 420 | 4.9% | $7.96万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $172.02万 | 0.06% | 4,412 | 2,897 | 191.2% | $112.95万 | 加仓 |
| BE | BLOOM ENERGY CORP | $172.12万 | 0.06% | 5,686 | 5,686 | — | $172.12万 | 新建仓 |
| VOYA | VOYA FINANCIAL INC | $173.48万 | 0.06% | 19,163 | 985 | 5.4% | $8.92万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $173.76万 | 0.06% | 51,838 | 51,838 | — | $173.76万 | 新建仓 |
| OPLN | OPENLANE INC | $176.65万 | 0.06% | 42,834 | 42,834 | — | $176.65万 | 新建仓 |
| MAS | MASCO CORP | $176.83万 | 0.06% | 21,731 | 1,241 | 6.1% | $10.10万 | 加仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $178.17万 | 0.06% | 104,992 | -17,491 | -14.3% | -$29.68万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $179.05万 | 0.06% | 62,670 | 62,670 | — | $179.05万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $179.37万 | 0.06% | 307,663 | -16,920 | -5.2% | -$9.86万 | 减仓 |
| META | META PLATFORMS INC | $179.79万 | 0.06% | 3,192 | 328 | 11.5% | $18.47万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $179.95万 | 0.06% | 25,715 | 1,024 | 4.1% | $7.17万 | 加仓 |
| FLS | FLOWSERVE CORP | $181.94万 | 0.06% | 24,533 | -326,156 | -93.0% | -$2,418.77万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $182.04万 | 0.06% | 4,898 | 204 | 4.3% | $7.58万 | 加仓 |
| CI | THE CIGNA GROUP | $182.83万 | 0.06% | 6,632 | 304 | 4.8% | $8.38万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $192.47万 | 0.06% | 20,859 | 1,088 | 5.5% | $10.04万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $193.96万 | 0.06% | 22,099 | 5,120 | 30.2% | $44.94万 | 加仓 |
| ATEN | A10 NETWORKS INC | $196.28万 | 0.06% | 52,537 | 27,537 | 110.1% | $102.88万 | 加仓 |
| RBC | RBC BEARINGS INC | $200.56万 | 0.07% | 3,114 | 329 | 11.8% | $21.19万 | 加仓 |
| KN | KNOWLES CORP | $204.27万 | 0.07% | 49,245 | 5,082 | 11.5% | $21.08万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $206.68万 | 0.07% | 10,848 | 279 | 2.6% | $5.32万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $210.74万 | 0.07% | 6,020 | -97 | -1.6% | -$3.40万 | 减仓 |
| SHEL | SHELL PLC | $213.14万 | 0.07% | 27,487 | 1,298 | 5.0% | $10.06万 | 加仓 |
| MOAT | VANECK ETF TRUST | $217.95万 | 0.07% | 20,965 | -743 | -3.4% | -$7.72万 | 减仓 |
| — | EXXON MOBIL CORP | $219.18万 | 0.07% | 16,031 | 5,513 | 52.4% | $75.37万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $223.05万 | 0.07% | 6,372 | 702 | 12.4% | $24.57万 | 加仓 |
| CMI | CUMMINS INC | $225.45万 | 0.07% | 3,161 | 168 | 5.6% | $11.98万 | 加仓 |
| V | VISA INC | $225.79万 | 0.07% | 6,581 | 1,801 | 37.7% | $61.79万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $226.14万 | 0.07% | 50,978 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $226.24万 | 0.07% | 27,376 | 2,705 | 11.0% | $22.35万 | 加仓 |
| SEZL | SEZZLE INC | $226.71万 | 0.07% | 13,209 | 13,209 | — | $226.71万 | 新建仓 |
| SMTC | SEMTECH CORP | $227.53万 | 0.07% | 14,058 | 1,700 | 13.8% | $27.51万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $227.63万 | 0.07% | 10,445 | -146 | -1.4% | -$3.18万 | 减仓 |
| ALL | ALLSTATE CORP | $230.24万 | 0.08% | 9,676 | 576 | 6.3% | $13.71万 | 加仓 |
| SNOW | SNOWFLAKE INC | $230.25万 | 0.08% | 9,047 | -34,866 | -79.4% | -$887.34万 | 重新持有 |
| UCTT | ULTRA CLEAN HLDGS INC | $231.81万 | 0.08% | 16,257 | 16,257 | — | $231.81万 | 新建仓 |
| ENS | ENERSYS | $232.44万 | 0.08% | 9,941 | 987 | 11.0% | $23.08万 | 加仓 |
| AUR | AURORA INNOVATION INC | $232.50万 | 0.08% | 340,913 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $233.75万 | 0.08% | 16,085 | 644 | 4.2% | $9.36万 | 加仓 |
| OUST | OUSTER INC | $239.35万 | 0.08% | 38,283 | 38,283 | — | $239.35万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $240.15万 | 0.08% | 8,540 | 1,512 | 21.5% | $42.52万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $240.84万 | 0.08% | 6,459 | -7,609 | -54.1% | -$283.72万 | 减仓 |
| CSCO | CISCO SYS INC | $241.04万 | 0.08% | 20,521 | 357 | 1.8% | $4.19万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $241.30万 | 0.08% | 4,874 | 595 | 13.9% | $29.46万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $248.43万 | 0.08% | 1,865 | 1,479 | 383.2% | $197.01万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $249.62万 | 0.08% | 2,552 | 38 | 1.5% | $3.72万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $250.03万 | 0.08% | 27,555 | 2,962 | 12.0% | $26.88万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $251.21万 | 0.08% | 8,939 | 462 | 5.5% | $12.98万 | 加仓 |
| FSLR | FIRST SOLAR INC | $253.99万 | 0.08% | 10,764 | 8,773 | 440.6% | $207.01万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $254.16万 | 0.08% | 49,992 | -3,772 | -7.0% | -$19.18万 | 减仓 |
| FFIV | F5 INC | $255.69万 | 0.08% | 6,147 | 6,147 | — | $255.69万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $259.14万 | 0.09% | 22,561 | 2,325 | 11.5% | $26.70万 | 加仓 |
| NVT | NVENT ELEC PLC | $263.23万 | 0.09% | 15,520 | 1,589 | 11.4% | $26.95万 | 加仓 |
| DTM | DT MIDSTREAM INC | $265.72万 | 0.09% | 18,108 | 1,835 | 11.3% | $26.93万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $266.92万 | 0.09% | 24,060 | 24,060 | — | $266.92万 | 新建仓 |
| MYRG | MYR GROUP INC | $272.07万 | 0.09% | 5,437 | 554 | 11.3% | $27.72万 | 加仓 |
| ETN | EATON CORP PLC | $276.25万 | 0.09% | 6,483 | 6,483 | — | $276.25万 | 新建仓 |
| SNPS | SYNOPSYS INC | $284.55万 | 0.09% | 6,379 | -1,437 | -18.4% | -$64.10万 | 减仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $290.02万 | 0.10% | 14,825 | 1,543 | 11.6% | $30.19万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $291.50万 | 0.10% | 4,371 | 4,371 | — | $291.50万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $294.36万 | 0.10% | 42,208 | 4,647 | 12.4% | $32.41万 | 加仓 |
| ENVA | ENOVA INTL INC | $296.41万 | 0.10% | 12,313 | 1,269 | 11.5% | $30.55万 | 加仓 |
| WCC | WESCO INTL INC | $297.59万 | 0.10% | 8,615 | 786 | 10.0% | $27.15万 | 加仓 |
| TXG | 10X GENOMICS INC | $307.92万 | 0.10% | 80,312 | 50,312 | 167.7% | $192.90万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $331.11万 | 0.11% | 34,802 | 2,336 | 7.2% | $22.22万 | 加仓 |
| AMZN | AMAZON COM INC | $340.99万 | 0.11% | 14,307 | 2,211 | 18.3% | $52.70万 | 加仓 |
| MS | MORGAN STANLEY | $341.70万 | 0.11% | 16,346 | -1,598 | -8.9% | -$33.40万 | 减仓 |
| HAL | HALLIBURTON CO | $342.17万 | 0.11% | 100,785 | -8,854 | -8.1% | -$30.06万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $358.62万 | 0.12% | 21,110 | -539 | -2.5% | -$9.16万 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $373.68万 | 0.12% | 11,822 | 1,232 | 11.6% | $38.94万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $374.74万 | 0.12% | 43,458 | 4,428 | 11.3% | $38.18万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $377.07万 | 0.12% | 11,520 | 96 | 0.8% | $3.14万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $379.63万 | 0.13% | 79,504 | -23,392 | -22.7% | -$111.70万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $394.56万 | 0.13% | 56,309 | 174 | 0.3% | $1.22万 | 加仓 |
| MTZ | MASTEC INC | $429.54万 | 0.14% | 10,324 | 1,061 | 11.5% | $44.14万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $445.95万 | 0.15% | 13,184 | -2,241 | -14.5% | -$75.80万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $447.87万 | 0.15% | 25,884 | 6,986 | 37.0% | $120.88万 | 加仓 |
| MSFT | MICROSOFT CORP | $453.95万 | 0.15% | 12,170 | -232 | -1.9% | -$8.65万 | 减仓 |
| KLAC | KLA CORP | $479.48万 | 0.16% | 15,892 | 572 | 3.7% | $17.26万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $567.58万 | 0.19% | 58,459 | 7,970 | 15.8% | $77.38万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $576.87万 | 0.19% | 9,352 | 965 | 11.5% | $59.53万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $585.79万 | 0.19% | 13,577 | -5,016 | -27.0% | -$216.42万 | 减仓 |
| COHR | COHERENT CORP | $594.19万 | 0.20% | 15,063 | -2,710 | -15.2% | -$106.90万 | 减仓 |
| DAL | DELTA AIR LINES INC | $595.34万 | 0.20% | 63,564 | 4,917 | 8.4% | $46.05万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $599.89万 | 0.20% | 20,138 | 11,992 | 147.2% | $357.23万 | 加仓 |
| IONQ | IONQ INC | $641.50万 | 0.21% | 120,447 | 18,862 | 18.6% | $100.46万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $860.96万 | 0.28% | 32,205 | 69 | 0.2% | $1.84万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $880.94万 | 0.29% | 81,994 | 1,367 | 1.7% | $14.69万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $903.27万 | 0.30% | 189,444 | 634 | 0.3% | $3.02万 | 加仓 |
| ATI | ATI INC | $903.61万 | 0.30% | 45,845 | 16,896 | 58.4% | $333.02万 | 加仓 |
| HAS | HASBRO INC | $948.84万 | 0.31% | 114,885 | 99,537 | 648.5% | $822.08万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $991.55万 | 0.33% | 158,016 | 2,432 | 1.6% | $15.26万 | 加仓 |
| NEM | NEWMONT CORP | $1,034.48万 | 0.34% | 110,758 | 1,618 | 1.5% | $15.11万 | 加仓 |
| FIVE | FIVE BELOW INC | $1,069.41万 | 0.35% | 59,481 | -6,405 | -9.7% | -$115.16万 | 减仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $1,077.23万 | 0.35% | 521,282 | 13,181 | 2.6% | $27.24万 | 加仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $1,087.14万 | 0.36% | 516,334 | 20,019 | 4.0% | $42.15万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $1,092.79万 | 0.36% | 666,947 | 17,343 | 2.7% | $28.42万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $1,094.23万 | 0.36% | 657,395 | 11,279 | 1.7% | $18.77万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $1,105.74万 | 0.36% | 539,123 | 25,106 | 4.9% | $51.49万 | 加仓 |