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 |
|---|---|---|---|---|---|---|---|---|
| SNPS | SYNOPSYS INC | $284.55万 | 0.09% | 6,379 | -1,437 | -18.4% | -$64.10万 | 减仓 |
| ETN | EATON CORP PLC | $276.25万 | 0.09% | 6,483 | 6,483 | — | $276.25万 | 新建仓 |
| MYRG | MYR GROUP INC | $272.07万 | 0.09% | 5,437 | 554 | 11.3% | $27.72万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $266.92万 | 0.09% | 24,060 | 24,060 | — | $266.92万 | 新建仓 |
| DTM | DT MIDSTREAM INC | $265.72万 | 0.09% | 18,108 | 1,835 | 11.3% | $26.93万 | 加仓 |
| NVT | NVENT ELEC PLC | $263.23万 | 0.09% | 15,520 | 1,589 | 11.4% | $26.95万 | 加仓 |
| ETR | ENTERGY CORP NEW | $259.14万 | 0.09% | 22,561 | 2,325 | 11.5% | $26.70万 | 加仓 |
| FFIV | F5 INC | $255.69万 | 0.08% | 6,147 | 6,147 | — | $255.69万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $254.16万 | 0.08% | 49,992 | -3,772 | -7.0% | -$19.18万 | 减仓 |
| FSLR | FIRST SOLAR INC | $253.99万 | 0.08% | 10,764 | 8,773 | 440.6% | $207.01万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $251.21万 | 0.08% | 8,939 | 462 | 5.5% | $12.98万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $250.03万 | 0.08% | 27,555 | 2,962 | 12.0% | $26.88万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $249.62万 | 0.08% | 2,552 | 38 | 1.5% | $3.72万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $248.43万 | 0.08% | 1,865 | 1,479 | 383.2% | $197.01万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $241.30万 | 0.08% | 4,874 | 595 | 13.9% | $29.46万 | 加仓 |
| CSCO | CISCO SYS INC | $241.04万 | 0.08% | 20,521 | 357 | 1.8% | $4.19万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $240.84万 | 0.08% | 6,459 | -7,609 | -54.1% | -$283.72万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $240.15万 | 0.08% | 8,540 | 1,512 | 21.5% | $42.52万 | 加仓 |
| OUST | OUSTER INC | $239.35万 | 0.08% | 38,283 | 38,283 | — | $239.35万 | 新建仓 |
| TKR | TIMKEN CO | $233.75万 | 0.08% | 16,085 | 644 | 4.2% | $9.36万 | 加仓 |
| AUR | AURORA INNOVATION INC | $232.50万 | 0.08% | 340,913 | 0 | 0.0% | — | 不变 |
| ENS | ENERSYS | $232.44万 | 0.08% | 9,941 | 987 | 11.0% | $23.08万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $231.81万 | 0.08% | 16,257 | 16,257 | — | $231.81万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $230.25万 | 0.08% | 9,047 | -34,866 | -79.4% | -$887.34万 | 重新持有 |
| ALL | ALLSTATE CORP | $230.24万 | 0.08% | 9,676 | 576 | 6.3% | $13.71万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $227.63万 | 0.07% | 10,445 | -146 | -1.4% | -$3.18万 | 减仓 |
| SMTC | SEMTECH CORP | $227.53万 | 0.07% | 14,058 | 1,700 | 13.8% | $27.51万 | 加仓 |
| SEZL | SEZZLE INC | $226.71万 | 0.07% | 13,209 | 13,209 | — | $226.71万 | 新建仓 |
| WFC | WELLS FARGO & CO | $226.24万 | 0.07% | 27,376 | 2,705 | 11.0% | $22.35万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $226.14万 | 0.07% | 50,978 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $225.79万 | 0.07% | 6,581 | 1,801 | 37.7% | $61.79万 | 加仓 |
| CMI | CUMMINS INC | $225.45万 | 0.07% | 3,161 | 168 | 5.6% | $11.98万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $223.05万 | 0.07% | 6,372 | 702 | 12.4% | $24.57万 | 加仓 |
| — | EXXON MOBIL CORP | $219.18万 | 0.07% | 16,031 | 5,513 | 52.4% | $75.37万 | 加仓 |
| MOAT | VANECK ETF TRUST | $217.95万 | 0.07% | 20,965 | -743 | -3.4% | -$7.72万 | 减仓 |
| SHEL | SHELL PLC | $213.14万 | 0.07% | 27,487 | 1,298 | 5.0% | $10.06万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $210.74万 | 0.07% | 6,020 | -97 | -1.6% | -$3.40万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $206.68万 | 0.07% | 10,848 | 279 | 2.6% | $5.32万 | 加仓 |
| KN | KNOWLES CORP | $204.27万 | 0.07% | 49,245 | 5,082 | 11.5% | $21.08万 | 加仓 |
| RBC | RBC BEARINGS INC | $200.56万 | 0.07% | 3,114 | 329 | 11.8% | $21.19万 | 加仓 |
| ATEN | A10 NETWORKS INC | $196.28万 | 0.06% | 52,537 | 27,537 | 110.1% | $102.88万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $193.96万 | 0.06% | 22,099 | 5,120 | 30.2% | $44.94万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $192.47万 | 0.06% | 20,859 | 1,088 | 5.5% | $10.04万 | 加仓 |
| CI | THE CIGNA GROUP | $182.83万 | 0.06% | 6,632 | 304 | 4.8% | $8.38万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $182.04万 | 0.06% | 4,898 | 204 | 4.3% | $7.58万 | 加仓 |
| FLS | FLOWSERVE CORP | $181.94万 | 0.06% | 24,533 | -326,156 | -93.0% | -$2,418.77万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $179.95万 | 0.06% | 25,715 | 1,024 | 4.1% | $7.17万 | 加仓 |
| META | META PLATFORMS INC | $179.79万 | 0.06% | 3,192 | 328 | 11.5% | $18.47万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $179.37万 | 0.06% | 307,663 | -16,920 | -5.2% | -$9.86万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $179.05万 | 0.06% | 62,670 | 62,670 | — | $179.05万 | 新建仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $178.17万 | 0.06% | 104,992 | -17,491 | -14.3% | -$29.68万 | 减仓 |
| MAS | MASCO CORP | $176.83万 | 0.06% | 21,731 | 1,241 | 6.1% | $10.10万 | 加仓 |
| OPLN | OPENLANE INC | $176.65万 | 0.06% | 42,834 | 42,834 | — | $176.65万 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT | $173.76万 | 0.06% | 51,838 | 51,838 | — | $173.76万 | 新建仓 |
| VOYA | VOYA FINANCIAL INC | $173.48万 | 0.06% | 19,163 | 985 | 5.4% | $8.92万 | 加仓 |
| BE | BLOOM ENERGY CORP | $172.12万 | 0.06% | 5,686 | 5,686 | — | $172.12万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $172.02万 | 0.06% | 4,412 | 2,897 | 191.2% | $112.95万 | 加仓 |
| AZN | ASTRAZENECA PLC | $171.70万 | 0.06% | 9,055 | 420 | 4.9% | $7.96万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $169.89万 | 0.06% | 8,792 | 8,792 | — | $169.89万 | 新建仓 |
| AVT | AVNET INC | $169.68万 | 0.06% | 19,104 | -1,272 | -6.2% | -$11.30万 | 减仓 |
| TMUS | T-MOBILE US INC | $168.59万 | 0.06% | 10,051 | 860 | 9.4% | $14.42万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $165.05万 | 0.05% | 7,193 | 263 | 3.8% | $6.03万 | 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 |
| HG | HAMILTON INSURANCE GROUP LTD | $162.50万 | 0.05% | 47,878 | 13,409 | 38.9% | $45.51万 | 加仓 |
| SYY | SYSCO CORP | $160.72万 | 0.05% | 19,230 | 975 | 5.3% | $8.15万 | 加仓 |
| TSN | TYSON FOODS INC | $160.37万 | 0.05% | 28,012 | 1,376 | 5.2% | $7.88万 | 加仓 |
| SNDK | SANDISK CORP | $159.84万 | 0.05% | 703 | 703 | — | $159.84万 | 新建仓 |
| VSXY | VICTORIAS SECRET AND CO | $158.82万 | 0.05% | 19,025 | -6,623 | -25.8% | -$55.29万 | 重新持有 |
| VGT | VANGUARD WORLD FD | $158.36万 | 0.05% | 13,250 | -534 | -3.9% | -$6.38万 | 减仓 |
| MUSA | MURPHY USA INC | $158.32万 | 0.05% | 2,938 | 2,938 | — | $158.32万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $157.69万 | 0.05% | 3,070 | 89 | 3.0% | $4.57万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $157.29万 | 0.05% | 4,648 | -816 | -14.9% | -$27.61万 | 减仓 |
| KR | KROGER CO | $155.10万 | 0.05% | 27,930 | 1,424 | 5.4% | $7.91万 | 加仓 |
| ECPG | ENCORE CAP GROUP INC | $154.42万 | 0.05% | 16,553 | 16,553 | — | $154.42万 | 新建仓 |
| SNEX | STONEX GROUP INC | $154.14万 | 0.05% | 13,008 | 13,008 | — | $154.14万 | 新建仓 |
| PLD | PROLOGIS INC. | $153.76万 | 0.05% | 11,350 | 573 | 5.3% | $7.76万 | 加仓 |
| SRE | SEMPRA | $151.31万 | 0.05% | 16,321 | 743 | 4.8% | $6.89万 | 加仓 |
| MATX | MATSON INC | $151.17万 | 0.05% | 7,864 | 7,864 | — | $151.17万 | 新建仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $150.43万 | 0.05% | 35,172 | 35,172 | — | $150.43万 | 新建仓 |
| MTH | MERITAGE HOMES CORP | $149.90万 | 0.05% | 17,877 | 982 | 5.8% | $8.23万 | 加仓 |
| F | FORD MTR CO | $148.17万 | 0.05% | 106,595 | 21,370 | 25.1% | $29.70万 | 加仓 |
| ARCB | ARCBEST CORP | $148.16万 | 0.05% | 10,322 | 10,322 | — | $148.16万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $147.76万 | 0.05% | 2,727 | 302 | 12.5% | $16.36万 | 加仓 |
| ASML | ASML HLDG NV | $145.63万 | 0.05% | 732 | 23 | 3.2% | $4.58万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $144.34万 | 0.05% | 13,490 | 769 | 6.0% | $8.23万 | 加仓 |
| WT | WISDOMTREE INC | $143.68万 | 0.05% | 84,818 | 84,818 | — | $143.68万 | 新建仓 |
| CHEF | CHEFS WHSE INC | $140.49万 | 0.05% | 14,619 | 14,619 | — | $140.49万 | 新建仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $139.03万 | 0.05% | 33,886 | 11,175 | 49.2% | $45.85万 | 加仓 |
| EQIX | EQUINIX INC | $138.53万 | 0.05% | 1,329 | 67 | 5.3% | $6.98万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $136.83万 | 0.05% | 1,793 | 80 | 4.7% | $6.11万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $135.22万 | 0.04% | 36,251 | 4,077 | 12.7% | $15.21万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $129.90万 | 0.04% | 2,596 | 70 | 2.8% | $3.50万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $128.85万 | 0.04% | 51,415 | 1,069 | 2.1% | $2.68万 | 加仓 |
| GOOG | ALPHABET INC | $128.23万 | 0.04% | 3,629 | 2,336 | 180.7% | $82.54万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $127.11万 | 0.04% | 2,495 | 2,495 | — | $127.11万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $126.90万 | 0.04% | 10,877 | -217,276 | -95.2% | -$2,534.96万 | 减仓 |
| MET | METLIFE INC | $125.20万 | 0.04% | 14,797 | 800 | 5.7% | $6.77万 | 加仓 |
| FDX | FEDEX CORP | $124.94万 | 0.04% | 3,990 | 432 | 12.1% | $13.53万 | 加仓 |
| CAT | CATERPILLAR INC | $123.48万 | 0.04% | 1,160 | 151 | 15.0% | $16.07万 | 加仓 |
| ECVT | ECOVYST INC | $122.73万 | 0.04% | 98,579 | 98,579 | — | $122.73万 | 新建仓 |