小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 33
增持 37
减持 42
清仓 38
方向
标的
Δ市值
现股数(环比)
减持
AMZN
AMAZON COM INC
-$90.4M
12,096
-97%
减持
AXP
AMERICAN EXPRESS CO
-$60.8M
15,425
-91%
增持
GOOGL
ALPHABET INC
+$45.9M
423,499
+75%
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
HOOD
ROBINHOOD MKTS INC
-$44.4M
0
-100%
减持
GLW
CORNING INC
+$44.2M
939,365
-1%
减持
TDG
TRANSDIGM GROUP INC
-$42.1M
386
-99%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$41.2M
1,713
-98%
减持
EXPE
EXPEDIA GROUP INC
-$41.2M
979
-99%
清仓
APP
APPLOVIN CORP
-$40.9M
0
-100%
清仓
RDDT
REDDIT INC
-$39.1M
0
-100%
增持
AA
ALCOA CORP
+$36.6M
559,674
+6128%
增持
LLY
ELI LILLY & CO
+$33.0M
61,609
+180%
建仓
STT
STATE STR CORP
+$32.5M
256,818
建仓
LUV
SOUTHWEST AIRLS CO
+$32.4M
863,345
增持
WWD
WOODWARD INC
+$27.8M
78,695
+5986%
建仓
NXT
NEXTPOWER INC
+$27.4M
226,881
减持
UBER
UBER TECHNOLOGIES INC
-$26.4M
9,084
-97%
建仓
CVE
CENOVUS ENERGY INC
+$25.9M
974,573
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$24.8M
369,268
减持
BKNG
BOOKING HOLDINGS INC
-$24.0M
155
-97%
建仓
B
BARRICK MNG CORP
+$23.6M
579,390
减持
META
META PLATFORMS INC
-$23.5M
2,864
-92%
建仓
ROST
ROSS STORES INC
+$22.5M
103,676
清仓
EXE
EXPAND ENERGY CORPORATION
-$21.8M
0
-100%
建仓
ALSN
ALLISON TRANSMISSION HLDGS I
+$21.7M
185,098
清仓
ALV
AUTOLIV INC
-$21.0M
0
-100%
清仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$19.8M
0
-100%
清仓
COF
CAPITAL ONE FINL CORP
-$18.9M
0
-100%
建仓
SU
SUNCOR ENERGY INC NEW
+$17.8M
268,811
减持
—
TECHNIPFMC PLC
+$17.3M
720,879
-1%
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$15.2M
0
-100%
减持
DELL
DELL TECHNOLOGIES INC
-$14.5M
18,593
-87%
增持
FLS
FLOWSERVE CORP
+$14.2M
350,689
+110%
增持
FIVE
FIVE BELOW INC
+$13.8M
65,886
+881%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$13.5M
0
-100%
减持
PEGA
PEGASYSTEMS INC
-$13.4M
7,806
-97%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$13.3M
451,991
-2%
减持
ALL
ALLSTATE CORP
-$13.2M
9,100
-87%
增持
MPWR
MONOLITHIC PWR SYS INC
+$12.9M
29,474
+38%
增持
GE
GE AEROSPACE
+$12.5M
55,966
+413%
增持
TPR
TAPESTRY INC
+$11.8M
94,870
+657%
减持
APH
AMPHENOL CORP
-$11.6M
926,128
-3%
增持
MU
MICRON TECHNOLOGY INC
+$10.9M
64,491
+68%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$10.1M
228,153
-7%
减持
—
TOPBUILD COR
-$10.0M
1,157
-95%
清仓
SNOW
SNOWFLAKE INC
-$9.6M
0
-100%
建仓
CMC
COMMERCIAL METALS CO
+$9.6M
155,584
增持
STRL
STERLING INFRASTRUCTURE INC
+$8.5M
82,662
+1%
增持
NEM
NEWMONT CORP
+$8.0M
109,140
+182%
增持
YOU
CLEAR SECURE INC
+$7.3M
244,566
+90%
清仓
CORT
CORCEPT THERAPEUTICS INC
-$7.2M
0
-100%
减持
USFD
US FOODS HLDG CORP
+$6.6M
433,445
-2%
增持
BKR
BAKER HUGHES COMPANY
+$6.5M
338,481
+9%
减持
EME
EMCOR GROUP INC
+$6.5M
58,108
-2%
减持
GEV
GE VERNOVA INC
+$6.4M
31,756
-3%
增持
LRCX
LAM RESEARCH CORP
+$6.4M
89,986
+20%
增持
NVS
NOVARTIS AG
+$6.2M
283,617
+5%
增持
AVGO
BROADCOM INC
+$6.2M
73,080
+54%
增持
BWA
BORGWARNER INC
+$5.3M
259,165
+34%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$5.2M
0
-100%
清仓
—
CREDO TECHNOLOGY GROUP HOLDI
-$5.1M
0
-100%
减持
HWM
HOWMET AEROSPACE INC
+$4.9M
195,897
-0%
增持
BWXT
BWX TECHNOLOGIES INC
+$4.6M
117,513
+4%
清仓
DDOG
DATADOG INC
-$4.5M
0
-100%
增持
—
ROYALTY PHARMA PLC
+$4.1M
388,484
+3%
减持
—
FLEXTRONICS INTL LTD
+$4.0M
1,185,136
-3%
增持
JBL
JABIL INC
+$3.9M
88,586
+3%
减持
MSFT
MICROSOFT CORP
-$3.8M
12,402
-29%
减持
BCS
BARCLAYS PLC
-$3.7M
823,469
-1%
清仓
IRTC
IRHYTHM TECHNOLOGIES INC
-$3.5M
0
-100%
增持
NET
CLOUDFLARE INC
+$3.4M
69,924
+25%
减持
CASY
CASEYS GEN STORES INC
+$3.3M
19,144
-0%
减持
IONQ
IONQ INC
-$2.8M
101,585
-20%
减持
EVR
EVERCORE INC
-$2.7M
57,450
-1%
减持
AXON
AXON ENTERPRISE INC
-$2.7M
1,808
-70%
减持
DGX
QUEST DIAGNOSTICS INC
+$2.6M
156,342
-3%
增持
PRIM
PRIMORIS SVCS CORP
+$2.5M
74,970
+13%
建仓
PL
PLANET LABS PBC
+$2.1M
74,752
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$1.9M
37,369
-38%
增持
INCY
INCYTE CORP
+$1.8M
130,638
+23%
建仓
AUPH
AURINIA PHARMACEUTICALS INC
+$1.8M
122,483
清仓
INTU
INTUIT
-$1.8M
0
-100%
增持
CBOE
CBOE GLOBAL MKTS INC
+$1.8M
11,331
+101%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$1.7M
6,117
清仓
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
-$1.7M
0
-100%
建仓
—
ASTRAZENECA PLC
+$1.7M
8,635
增持
VIAV
VIAVI SOLUTIONS INC
+$1.7M
102,896
+6%
减持
RL
RALPH LAUREN CORP
-$1.7M
139,315
-1%
减持
WYNN
WYNN RESORTS LTD
-$1.6M
50,489
-10%
增持
PWR
QUANTA SVCS INC
+$1.6M
9,144
+14%
清仓
SHLS
SHOALS TECHNOLOGIES GROUP IN
-$1.6M
0
-100%
建仓
TKR
TIMKEN CO
+$1.6M
15,441
建仓
ROK
ROCKWELL AUTOMATION INC
+$1.5M
4,279
建仓
—
CARNIVAL CORP
+$1.5M
58,960
清仓
CBRE
CBRE GROUP INC
-$1.5M
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$1.5M
30,039
建仓
MTDR
MATADOR RES CO
+$1.5M
23,635
建仓
ESI
ELEMENT SOLUTIONS INC
+$1.5M
43,431
清仓
BX
BLACKSTONE INC
-$1.5M
0
-100%
减持
LOW
LOWES COS INC
-$1.5M
2,887
-68%
增持
KLAC
KLA CORP
+$1.5M
1,532
+132%
清仓
—
ASTRAZENECA PLC
-$1.4M
0
-100%
增持
WFC
WELLS FARGO & CO
+$1.4M
24,671
+320%
清仓
VSXY
VICTORIAS SECRET AND CO
-$1.4M
0
-100%
清仓
PR
PERMIAN RESOURCES CORP
-$1.4M
0
-100%
清仓
TNL
TRAVEL PLUS LEISURE CO
-$1.3M
0
-100%
建仓
NVST
ENVISTA HOLDINGS CORPORATION
+$1.3M
51,178
清仓
LYFT
LYFT INC
-$1.3M
0
-100%
清仓
REAL
THE REALREAL INC
-$1.3M
0
-100%
清仓
PATH
UIPATH INC
-$1.2M
0
-100%
建仓
MAS
MASCO CORP
+$1.2M
20,490
增持
HAL
HALLIBURTON CO
+$1.2M
109,639
+1%
清仓
AWI
ARMSTRONG WORLD INDS INC NEW
-$1.2M
0
-100%
减持
MEDP
MEDPACE HLDGS INC
-$1.2M
911
-69%
增持
AMG
AFFILIATED MANAGERS GROUP
+$1.2M
5,464
+355%
建仓
—
LIVANOVA PLC
+$1.1M
18,024
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$1.1M
2,425
+297%
建仓
IMAX
IMAX CORP
+$1.1M
29,920
建仓
GAP
GAP INC
+$1.1M
46,887
建仓
—
SEADRILL LTD
+$1.1M
24,493
减持
FWONK
LIBERTY MEDIA CORP DEL
-$1.1M
32,466
-17%
清仓
NXST
NEXSTAR MEDIA GROUP INC
-$1.1M
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$1.1M
24,143
-1%
减持
NFLX
NETFLIX INC.
-$1.1M
18,645
-39%
清仓
LVS
LAS VEGAS SANDS CORP
-$1.1M
0
-100%
增持
MTZ
MASTEC INC
+$1.0M
9,263
+4%
建仓
—
HAMILTON INSURANCE GROUP LTD
+$1.0M
34,469
减持
QCOM
QUALCOMM INC
-$999.6K
4,200
-53%
清仓
HCI
HCI GROUP INC
-$977.0K
0
-100%
清仓
—
PIPER SANDLER COMPANIES
-$974.3K
0
-100%
增持
COP
CONOCOPHILLIPS
+$970.1K
14,290
+46%
建仓
SMTC
SEMTECH CORP
+$950.2K
12,358
建仓
—
ASML HLDG NV
+$936.5K
709
减持
AEIS
ADVANCED ENERGY INDS
+$923.2K
14,068
-19%
建仓
AGCO
AGCO CORP
+$906.6K
7,824
增持
STLD
STEEL DYNAMICS INC
+$897.8K
6,930
+236%
清仓
BBY
BEST BUY INC
-$890.0K
0
-100%
清仓
—
GENIUS SPORTS LIMITED
-$883.3K
0
-100%
清仓
HEI
HEICO CORP NEW
-$868.5K
0
-100%
减持
JOBY
JOBY AVIATION INC
-$854.9K
98,252
-22%
建仓
—
FERRARI N V
+$846.1K
2,500
清仓
SONY
SONY GROUP CORP
-$844.0K
0
-100%
减持
C
CITIGROUP INC
-$830.3K
221,939
-0%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$806.9K
8,146
增持
V
VISA INC
+$800.1K
4,780
+160%
清仓
UHS
UNIVERSAL HLTH SVCS INC
-$767.6K
0
-100%
清仓
HL
HECLA MNG CO
-$767.6K
0
-100%
建仓
APLD
APPLIED DIGITAL CORP
+$763.8K
32,174
增持
CRS
CARPENTER TECHNOLOGY CORP
+$745.5K
8,387
+3%
减持
MOAT
VANECK ETF TRUST
-$707.6K
21,708
-20%
