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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO EXCH TRD SLF IDX FD | $22.60万 | 0.01% | 9,169 | 817 | 9.8% | $2.01万 | 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 | $22.49万 | 0.01% | 8,772 | 497 | 6.0% | $1.27万 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $22.22万 | 0.01% | 10,139 | 752 | 8.0% | $1.65万 | 加仓 |
| RTX | RTX CORPORATION | $22.22万 | 0.01% | 1,171 | 1,171 | — | $22.22万 | 新建仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $22.20万 | 0.01% | 9,390 | 608 | 6.9% | $1.44万 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $22.01万 | 0.01% | 9,558 | 613 | 6.9% | $1.41万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $21.98万 | 0.01% | 9,378 | 602 | 6.9% | $1.41万 | 加仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $21.92万 | 0.01% | 8,720 | 512 | 6.2% | $1.29万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $21.77万 | 0.01% | 8,437 | 257 | 3.1% | $6,632 | 重新持有 |
| — | INVESCO EXCH TRD SLF IDX FD | $21.73万 | 0.01% | 10,353 | 741 | 7.7% | $1.55万 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $21.71万 | 0.01% | 2,200 | 2,200 | — | $21.71万 | 新建仓 |
| LAD | LITHIA MTRS INC | $21.53万 | 0.01% | 741 | 115 | 18.4% | $3.34万 | 重新持有 |
| NBIS | NEBIUS GROUP N.V. | $20.55万 | 0.01% | 744 | 744 | — | $20.55万 | 新建仓 |
| KO | COCA COLA CO | $20.54万 | 0.01% | 2,527 | 2,527 | — | $20.54万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $20.38万 | 0.01% | 269 | 269 | — | $20.38万 | 新建仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $2.40万 | 0.00% | 12,479 | 0 | 0.0% | — | 不变 |
| 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 |