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COOKSON PEIRCE & CO INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
COOKSON PEIRCE & CO INC
报告期 2026-03-31 · CIK 0001141455
持仓数
303
前50大市值合计
$1.87B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 44
增持 44
减持 24
清仓 38
方向
标的
Δ市值
现股数(环比)
减持
UNH
UNITEDHEALTH GROUP INC
-$47.9M
31,321
-74%
建仓
STM
STMICROELECTRONICS N V
+$38.6M
721,411
清仓
DVN
DEVON ENERGY CORP NEW
-$37.7M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$35.5M
0
-100%
清仓
PFE
PFIZER INC
-$34.1M
0
-100%
清仓
ENPH
ENPHASE ENERGY INC
-$27.4M
0
-100%
减持
SYY
SYSCO CORP
-$26.8M
4,318
-99%
建仓
—
FLEX LTD ORD
+$26.7M
1,159,090
建仓
KR
KROGER CO
+$25.8M
522,549
建仓
BWA
BORG WARNER INC
+$25.0M
508,320
清仓
MET
METLIFE INC
-$24.1M
0
-100%
减持
COST
COSTCO WHSL CORP
-$23.0M
2,458
-95%
建仓
APO
Apollo Global Management Inc C
+$22.9M
363,050
增持
DECK
DECKERS OUTDOOR CORP
+$22.7M
55,853
+822%
建仓
TDG
TRANSDIGM GROUP INC
+$22.6M
30,684
增持
DKS
DICKS SPORTING GOODS INC
+$22.1M
217,939
+199%
建仓
TXRH
TEXAS ROADHOUSE INC
+$21.8M
201,520
清仓
FDS
FACTSET RESH SYS INC
-$21.1M
0
-100%
减持
STZ
CONSTELLATION BRANDS INC
-$21.0M
1,368
-99%
增持
TCOM
TRIP COM GROUP LTD ADS
+$20.7M
577,434
+1729%
建仓
SJM
SMUCKER J M CO
+$20.5M
130,099
清仓
RJF
RAYMOND JAMES FINANCIAL INC
-$19.5M
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$19.1M
0
-100%
增持
APH
AMPHENOL CORP NEW
+$17.6M
480,797
+69%
减持
LPLA
LPL FINL HLDGS INC
-$17.3M
88,370
-46%
建仓
HSBC
HSBC HLDGS PLC
+$15.9M
466,263
减持
—
ARISTA NETWORKS INC
-$15.7M
1,282
-99%
减持
—
CHUBB LIMITED COM
-$15.5M
2,632
-96%
清仓
FCNCA
FIRST CTZNS BANCSHARES INC N
-$15.4M
0
-100%
清仓
CF
CF INDS HLDGS INC
-$15.2M
0
-100%
增持
DRI
DARDEN RESTAURANTS INC
+$14.4M
94,316
+5651%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$14.3M
152,000
+4496%
清仓
PAYX
PAYCHEX INC
-$12.5M
0
-100%
增持
MDLZ
MONDELEZ INTL INC
+$12.4M
189,524
+1437%
增持
LW
LAMB WESTON HLDGS INC
+$12.3M
360,120
+27%
建仓
BKNG
BOOKING HLDGS INC COM
+$12.1M
4,563
清仓
—
KELLOGG CO
-$12.1M
0
-100%
增持
ON
ON SEMICONDUCTOR CORP
+$11.4M
541,646
+2%
建仓
AGCO
AGCO CORP
+$11.4M
84,232
建仓
—
STELLANTIS N.V SHS
+$10.8M
596,362
建仓
—
SKECHERS U S A INC
+$10.7M
224,679
减持
LOW
LOWES COS INC
-$10.4M
4,046
-93%
建仓
PFGC
PERFORMANCE FOOD GROUP CO
+$10.4M
171,987
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$10.2M
416,261
+1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$9.3M
138,572
+16%
建仓
EXP
EAGLE MATERIALS INC
+$9.2M
62,917
增持
FSLR
FIRST SOLAR INC
+$8.5M
62,616
+85%
清仓
—
BUNGE LIMITED
-$8.5M
0
-100%
建仓
APD
AIR PRODS AND CHEMS INC
+$8.5M
29,513
增持
KLAC
KLA-TENCOR CORP
+$8.4M
139,850
+11%
清仓
CNI
CANADIAN NATL RY CO
-$8.3M
0
-100%
建仓
ING
ING GROUP N V
+$7.9M
669,061
清仓
RPM
RPM INTL INC
-$7.6M
0
-100%
减持
PWR
QUANTA SVCS INC
+$7.5M
484,531
-6%
清仓
PSTG
PURE STORAGE INC
-$5.8M
0
-100%
增持
ADI
ANALOG DEVICES INC
+$4.5M
89,238
+12%
增持
CI
CIGNA CORP NEW COM
-$4.4M
58,984
+0%
减持
COP
CONOCOPHILLIPS
-$4.3M
173,548
-5%
增持
JBL
JABIL INC
+$3.6M
175,884
+1%
减持
WMB
WILLIAMS COMPANIES INC
-$3.3M
690,851
-5%
增持
HSY
HERSHEY FOODS CORP
+$3.2M
137,771
+0%
增持
TRV
TRAVELERS COMPANIES INC
-$2.8M
187,073
+1%
清仓
HALO
HALOZYME THERAPEUTICS INC
-$2.6M
0
-100%
建仓
AI
C3 AI INC CL A
+$2.6M
77,756
增持
AXP
AMERICAN EXPRESS CO
+$2.3M
86,583
+6%
清仓
SCHW
SCHWAB CHARLES CORP NEW
-$2.1M
0
-100%
增持
TMUS
T-MOBILE US INC
+$2.1M
321,813
+1%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$2.0M
194,993
+1%
建仓
MTRN
MATERION CORP
+$2.0M
17,006
增持
ELV
ELEVANCE HEALTH INC COM
-$1.9M
39,042
+1%
清仓
NFLX
NETFLIX COM INC
-$1.8M
0
-100%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$1.7M
34,223
清仓
MGPI
MGP INGREDIENTS INC NEW
-$1.7M
0
-100%
增持
HWM
HOWMET AEROSPACE INC COM
+$1.7M
418,221
+3%
减持
NVDA
NVIDIA CORP
+$1.7M
15,301
-14%
增持
MRK
MERCK N CO INC NEW
-$1.6M
486,879
+1%
建仓
IPGP
IPG PHOTONICS CORP
+$1.5M
12,474
建仓
DLB
DOLBY LABORATORIES INC
+$1.5M
17,883
建仓
IPAR
INTER PARFUMS INC
+$1.5M
10,319
增持
IRM
IRON MTN INC NEW
+$1.5M
415,858
+1%
建仓
HXL
HEXCEL CORP NEW
+$1.4M
20,223
增持
—
ARCH CAP GROUP LTD
+$1.4M
248,060
+1%
建仓
FOUR
SHIFT4 PMTS INC CL A
+$1.4M
17,963
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$1.3M
0
-100%
减持
AAPL
APPLE INC COM
-$1.3M
5,128
-69%
建仓
FOXF
FOX FACTORY HLDG CORP
+$1.3M
10,888
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$1.3M
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHINE
-$1.3M
0
-100%
减持
PTC
PTC INC
-$1.3M
1,610
-87%
建仓
CAT
CATERPILLAR INC DEL
+$1.2M
5,362
建仓
BLMN
BLOOMIN BRANDS INC
+$1.2M
47,518
清仓
HAE
HAEMONETICS CORP
-$1.1M
0
-100%
清仓
EVR
EVERCORE INC
-$1.1M
0
-100%
建仓
SE
SEA LTD
+$1.1M
12,783
建仓
—
PENTAIR PLC
+$1.1M
19,960
清仓
ACHC
ACADIA HEALTHCARE COMPANY IN
-$1.1M
0
-100%
清仓
JNJ
JOHNSON AND JOHNSON
-$998.0K
0
-100%
建仓
—
UNILEVER PLC SPON ADR
+$987.0K
19,010
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$915.0K
361,165
+0%
清仓
MRNA
MODERNA INC
-$890.0K
0
-100%
清仓
AIN
ALBANY INTL CORP
-$868.0K
0
-100%
减持
MTDR
MATADOR RES CO
-$867.0K
31,547
-24%
建仓
CSCO
CISCO SYS INC
+$866.0K
16,568
增持
SNOW
SNOWFLAKE INC CL A
+$863.0K
8,383
+180%
清仓
CVS
CVS HEALTH CORP COM
-$832.0K
0
-100%
增持
MGM
MGM MIRAGE
+$816.0K
44,141
+29%
增持
KBR
KBR INC
+$782.0K
197,419
+3%
清仓
MTN
VAIL RESORTS INC
-$752.0K
0
-100%
增持
SBUX
STARBUCKS CORP
+$746.0K
10,629
+192%
增持
OKTA
OKTA INC
+$731.0K
17,809
+51%
建仓
SNY
SANOFI SPONSORED ADR
+$725.0K
13,330
建仓
ORCL
ORACLE CORP COM
+$721.0K
7,764
增持
AVGO
BROADCOM INC COM
+$717.0K
2,657
+50%
增持
COR
AMERISOURCEBERGEN CORP
-$716.0K
211,574
+1%
建仓
—
NXP SEMICONDUCTORS N V
+$699.0K
3,748
增持
MOAT
VANECK VECTORS ETF TR MORNINGS
+$696.0K
39,374
+16%
减持
LLY
LILLY ELI AND CO
-$671.0K
845
-68%
清仓
RSG
REPUBLIC SVCS INC
-$650.0K
0
-100%
减持
CTVA
CORTEVA INC
+$637.0K
580,557
-1%
减持
FE
FIRSTENERGY CORP
-$637.0K
292,165
-1%
清仓
TD
TORONTO DOMINION BK ONT
-$622.0K
0
-100%
建仓
CTRA
COTERRA ENERGY INC COM
+$543.0K
22,126
增持
BSCW
INVESCO EXCHNG TRAD SLF INDE B
+$531.0K
429,530
+3%
减持
ABBV
ABBVIE INC
-$528.0K
3,704
-46%
增持
ALB
ALBEMARLE CORP
+$528.0K
86,378
+1%
建仓
—
JOHNSON CTLS INTL PLC SHS
+$519.0K
8,613
清仓
TAN
INVESCO EXCHNG TRADED FD TR SO
-$504.0K
0
-100%
清仓
LDOS
LEIDOS HLDGS INC
-$502.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$500.0K
9,959
+1%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD IN
+$491.0K
536,984
+3%
减持
GD
GENERAL DYNAMICS CORP
-$488.0K
3,773
-31%
增持
FCX
FREEPORT-MCMORAN COPPER AND GO
+$478.0K
50,036
+21%
减持
AUR
AURORA INNOVATION INC
-$436.0K
700,000
-40%
减持
MSI
MOTOROLA INC
+$429.0K
25,754
-4%
建仓
OC
OWENS CORNING
+$428.0K
4,472
建仓
BKR
BAKER HUGHES A GE CO
+$426.0K
14,770
增持
BSCT
INVESCO EXCH TRD SLF IDX FD BU
+$426.0K
483,938
+2%
建仓
EWU
ISHARES TR MSCI UK ETF NEW
+$414.0K
12,830
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$413.0K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC CL A
+$412.0K
3,000
清仓
IHF
ISHARES TR DJ HEALTH CARE
-$406.0K
0
-100%
建仓
—
CRH PLC
+$406.0K
7,990
建仓
FISV
FISERV INC
+$400.0K
3,543
增持
UPS
UNITED PARCEL SERVICE INC
+$400.0K
4,318
+71%
增持
—
GENIUS SPORTS LIMITED
+$399.0K
232,229
+9%
增持
WYNN
WYNN RESORTS LTD
+$397.0K
10,411
+12%
减持
CXT
CRANE HLDGS CO COM
-$391.0K
2,357
-64%
减持
RPV
INVESCO EXCHANGE TRADED FD T S
-$378.0K
10,983
-29%
建仓
—
CNH INDL N V
+$375.0K
24,581
清仓
EWC
ISHARES INC MSCI CDA INDEX
-$374.0K
0
-100%
