Cornerstone Strategic Investment Fund, Inc.
CLM- 交易所
- NYSE
- SEC CIK
- 0000814083
近 90 天，Cornerstone Strategic Investment Fund, Inc. 內部人申報 1 筆公開市場買進、0 筆賣出；2026 年第 2 季末有 146 家機構在 13F 申報持有，市值合計 $3.48 億；沒有大師持有。
2026 年第 2 季 13F 持有人
Cornerstone Strategic Investment Fund, Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 146
- 較 2026 年第 1 季 +11 家
- 持有股數
- 4,606 萬
- 較 2026 年第 1 季 +357.9 萬 (+8.4%)
- 總市值
- $3.48 億
- 較 2026 年第 1 季 +$3,824 萬 (+12.3%)
- 新進機構
- 25
- 另有 58 家加碼
- 清倉機構
- 14
- 另有 33 家減碼
另有 3 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CLM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 146 | $3.48 億 |
| 2026 年第 1 季 | 138 | $3.10 億 |
| 2025 年第 4 季 | 127 | $2.45 億 |
| 2025 年第 3 季 | 126 | $3.14 億 |
| 2025 年第 2 季 | 121 | $3.27 億 |
| 2025 年第 1 季 | 121 | $1.97 億 |
| 2024 年第 4 季 | 128 | $2.66 億 |
| 2024 年第 3 季 | 117 | $2.18 億 |
| 2024 年第 2 季 | 117 | $3.20 億 |
| 2024 年第 1 季 | 108 | $3.04 億 |
| 2023 年第 4 季 | 110 | $2.99 億 |
| 2023 年第 3 季 | 92 | $2.97 億 |
| 2023 年第 2 季 | 92 | $3.47 億 |
| 2023 年第 1 季 | 90 | $2.84 億 |
| 2022 年第 4 季 | 90 | $3.41 億 |
| 2022 年第 3 季 | 78 | $3.53 億 |
| 2022 年第 2 季 | 85 | $3.69 億 |
| 2022 年第 1 季 | 66 | $6,859 萬 |
| 2021 年第 4 季 | 56 | $6,291 萬 |
| 2021 年第 3 季 | 46 | $1.04 億 |
| 2021 年第 2 季 | 53 | $1.67 億 |
| 2021 年第 1 季 | 51 | $3,581 萬 |
2026 年第 2 季持有機構
每家機構持有 Cornerstone Strategic Investment Fund, Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Alpine Global Management, LLC | 6,833,682 | $5,166 萬 | 8.48% | +19,350+0.3% | 加碼 |
| Boothbay Fund Management, LLC | 6,736,737 | $5,093 萬 | 0.95% | −7,816−0.1% | 減碼 |
| PFG Investments, LLC | 4,492,919 | $3,397 萬 | 1.32% | +369,888+9.0% | 加碼 |
| Quarry LP | 3,476,236 | $2,628 萬 | 4.15% | −13,028−0.4% | 減碼 |
| Sculptor Capital LP | 3,325,694 | $2,514 萬 | 0.26% | +182,105+5.8% | 加碼 |
| Advisor Group Holdings, Inc. | 3,016,078 | $2,280 萬 | 0.03% | −232,935−7.2% | 減碼 |
| LPL Financial LLC | 2,586,106 | $1,955 萬 | 0.00% | +164,576+6.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 2,186,598 | $1,653 萬 | 0.02% | +1,146,668+110.3% | 加碼 |
| Warberg Asset Management LLC | 1,836,581 | $1,388 萬 | 4.11% | +794,646+76.3% | 加碼 |
| Cetera Investment Advisers | 1,558,231 | $1,178 萬 | 0.01% | +202,853+15.0% | 加碼 |
| Cable Car Capital LLC | 1,274,106 | $963.2 萬 | 0.21% | +24,107+1.9% | 加碼 |
| Almitas Capital LLC | 661,789 | $500.3 萬 | 1.20% | +219,775+49.7% | 加碼 |
| Cohen & Steers, Inc. | 629,931 | $476.2 萬 | 0.01% | 00.0% | 不變 |
| Morgan Stanley | 560,243 | $423.5 萬 | 0.00% | −94,696−14.5% | 減碼 |
| WJ Financial Advisors LLC | 503,994 | $381.0 萬 | 2.80% | +59,079+13.3% | 加碼 |
| Perennial Investment Advisors, LLC | 484,530 | $366.3 萬 | 0.24% | +8,764+1.8% | 加碼 |
| Raymond James Financial Inc | 388,773 | $293.9 萬 | 0.00% | +11,693+3.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 333,993 | $252.5 萬 | 0.03% | −8,518−2.5% | 減碼 |
| Commonwealth Equity Services, LLC | 319,209 | $241.3 萬 | 0.00% | +24,781+8.4% | 加碼 |
| Yakira Capital Management, Inc. | 311,396 | $235.4 萬 | 0.69% | +4,684+1.5% | 加碼 |
| Creative Planning | 277,113 | $209.5 萬 | 0.00% | +74,184+36.6% | 加碼 |
| Kovack Advisors, Inc. | 233,414 | $175.9 萬 | 0.08% | +89,125+61.8% | 加碼 |
| J.W. Cole Advisors, Inc. | 211,424 | $159.8 萬 | 0.03% | +211,424 | 新進 |
| Baird Financial Group, Inc. | 178,155 | $134.7 萬 | 0.00% | +18,542+11.6% | 加碼 |
| Winebrenner Capital Management LLC | 158,000 | $119.4 萬 | 0.73% | +200+0.1% | 加碼 |
| StoneX Group Inc. | 151,920 | $114.9 萬 | 0.05% | −3,204−2.1% | 減碼 |
| Thrivent Financial for Lutherans | 145,939 | $110.3 萬 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 132,993 | $100.5 萬 | 0.05% | +39,011+41.5% | 加碼 |
| Independent Financial Group, LLC | 111,901 | $84.6 萬 | 0.02% | +111,901 | 新進 |
| Aptus Capital Advisors, LLC | 110,719 | $83.7 萬 | 0.01% | +2,032+1.9% | 加碼 |
| Marex Group plc | 109,968 | $83.1 萬 | 0.01% | +109,968 | 新進 |
| Savvy Advisors, Inc. | 107,590 | $81.3 萬 | 0.02% | +100+0.1% | 加碼 |
| Advisory Solutions Group, LLC | 97,879 | $74.0 萬 | 0.25% | +97,879 | 新進 |
| AE Wealth Management LLC | 92,708 | $70.1 萬 | 0.00% | +39,541+74.4% | 加碼 |
| Encompass More Asset Management | 89,506 | $67.7 萬 | 0.10% | +8,560+10.6% | 加碼 |
| XTX Topco Ltd | 88,603 | $67.0 萬 | 0.01% | +59,935+209.1% | 加碼 |
| Colony Group, LLC | 83,516 | $63.1 萬 | 0.00% | −7,351−8.1% | 減碼 |
| Change Path, LLC | 79,026 | $59.7 萬 | 0.01% | +2,212+2.9% | 加碼 |
| Mirador Capital Partners LP | 78,738 | $59.5 萬 | 0.07% | +78,738 | 新進 |
| Benjamin Edwards Inc | 74,406 | $56.3 萬 | 0.01% | +1,819+2.5% | 加碼 |
| Garden State Investment Advisory Services LLC | 65,260 | $49.3 萬 | 0.10% | +8,000+14.0% | 加碼 |
| Private Advisor Group, LLC | 62,116 | $47.0 萬 | 0.00% | +7,508+13.7% | 加碼 |
| CoreCap Advisors, LLC | 59,850 | $45.2 萬 | 0.01% | +40,674+212.1% | 加碼 |
| Envestnet Asset Management Inc | 59,467 | $45.0 萬 | 0.00% | +8,684+17.1% | 加碼 |
| HighTower Advisors, LLC | 59,049 | $44.6 萬 | 0.00% | −6,868−10.4% | 減碼 |
| Stifel Financial Corp | 58,350 | $44.1 萬 | 0.00% | +7,616+15.0% | 加碼 |
| Prospera Financial Services Inc | 54,917 | $41.5 萬 | 0.01% | −31,756−36.6% | 減碼 |
| Dynamic Advisor Solutions LLC | 54,125 | $40.9 萬 | 0.01% | +5,327+10.9% | 加碼 |
| Kestra Advisory Services, LLC | 51,892 | $39.2 萬 | 0.00% | −328−0.6% | 減碼 |
| Toronto Dominion Bank | 50,000 | $37.8 萬 | 0.00% | −200−0.4% | 減碼 |
| Gladstone Institutional Advisory LLC | 49,081 | $37.1 萬 | 0.01% | −8,415−14.6% | 減碼 |
| OneAscent Family Office, LLC | 44,268 | $33.5 萬 | 0.17% | +44,268 | 新進 |
| Firethorn Wealth Partners, LLC | 42,157 | $31.9 萬 | 0.10% | +1,902+4.7% | 加碼 |
| BlackRock, Inc. | 41,258 | $31.2 萬 | 0.00% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 39,161 | $29.6 萬 | 0.03% | +10,614+37.2% | 加碼 |
| We Are One Seven, LLC | 35,273 | $26.7 萬 | 0.00% | +1,486+4.4% | 加碼 |
| Meridian Wealth Management, LLC | 35,062 | $26.5 萬 | 0.01% | −1,743−4.7% | 減碼 |
| Pathstone Holdings, LLC | 33,089 | $25.0 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 32,449 | $24.5 萬 | 0.00% | +19,324+147.2% | 加碼 |
| Buska Wealth Management, LLC | 30,596 | $23.1 萬 | 0.08% | +1,161+3.9% | 加碼 |
| Foundations Investment Advisors, LLC | 30,479 | $23.0 萬 | 0.00% | +30,479 | 新進 |
| EP Wealth Advisors, LLC | 28,733 | $21.7 萬 | 0.00% | +10.0% | 加碼 |
| Ameriflex Group, Inc. | 27,500 | $20.8 萬 | 0.08% | −500−1.8% | 減碼 |
| Rockefeller Capital Management L.P. | 26,634 | $20.1 萬 | 0.00% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 26,328 | $19.9 萬 | 0.00% | +523+2.0% | 加碼 |
| HF Advisory Group, LLC | 25,484 | $19.3 萬 | 0.06% | +985+4.0% | 加碼 |
| NBC Securities, Inc. | 25,205 | $19.1 萬 | 0.01% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 23,533 | $18.0 萬 | 0.00% | −490−2.0% | 減碼 |
| Chicago Partners Investment Group LLC | 25,023 | $17.9 萬 | 0.00% | +83+0.3% | 加碼 |
| Virtu Financial LLC | 23,328 | $17.6 萬 | 0.01% | +7,735+49.6% | 加碼 |
| Becker Capital Management Inc | 22,847 | $17.3 萬 | 0.00% | +810+3.7% | 加碼 |
| Sequoia Financial Advisors, LLC | 21,400 | $16.2 萬 | 0.00% | 00.0% | 不變 |
| BIP Wealth, LLC | 20,898 | $15.8 萬 | 0.00% | +20,898 | 新進 |
| Clear Street Group Inc. | 20,493 | $15.5 萬 | 0.00% | +20,493 | 新進 |
| Sanctuary Advisors, LLC | 20,084 | $15.2 萬 | 0.00% | +123+0.6% | 加碼 |
| Larson Financial Group LLC | 20,083 | $15.2 萬 | 0.00% | +912+4.8% | 加碼 |
| Marshall Financial Group LLC | 20,000 | $15.1 萬 | 0.02% | +10,000+100.0% | 加碼 |
| UBS Group AG | 18,476 | $14.0 萬 | 0.00% | +842+4.8% | 加碼 |
| GWM Advisors LLC | 18,101 | $13.7 萬 | 0.00% | +611+3.5% | 加碼 |
| Clearstead Advisors, LLC | 17,880 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| Wedbush Securities Inc | 17,850 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 17,670 | $13.4 萬 | 0.00% | −2,684−13.2% | 減碼 |
| Summit Financial, LLC | 17,754 | $13.4 萬 | 0.00% | −877−4.7% | 減碼 |
| Capital CS Group, LLC | 17,437 | $13.2 萬 | 0.19% | +281+1.6% | 加碼 |
| Secure Asset Management, LLC | 17,065 | $12.9 萬 | 0.02% | +4,535+36.2% | 加碼 |
| Integrity Alliance, LLC. | 16,693 | $12.6 萬 | 0.00% | −938−5.3% | 減碼 |
| Susquehanna International Group, LLP | 16,550 | $12.5 萬 | 0.00% | −83,133−83.4% | 減碼 |
| Ameriprise Financial Inc | 15,916 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| Strategic Financial Concepts, LLC | 15,700 | $11.9 萬 | 0.04% | +1,000+6.8% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 15,663 | $11.8 萬 | 0.01% | −5,000−24.2% | 減碼 |
| Evolution Wealth Management Inc. | 14,568 | $11.0 萬 | 0.06% | −4,857−25.0% | 減碼 |
| Private Trust Co NA | 14,514 | $11.0 萬 | 0.01% | +14,514 | 新進 |
| Accurate Wealth Management, LLC | 14,163 | $10.8 萬 | 0.01% | +160+1.1% | 加碼 |
| A4 Wealth Advisors LLC | 14,022 | $10.6 萬 | 0.07% | −1,950−12.2% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 14,008 | $10.6 萬 | 0.01% | +789+6.0% | 加碼 |
| Bluedoor Private Wealth, LLC | 13,916 | $10.5 萬 | 0.04% | +13,916 | 新進 |
| NWF Advisory Services Inc. | 13,500 | $10.2 萬 | 0.01% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 13,184 | $9.97 萬 | 0.01% | +13,184 | 新進 |
| Redhawk Wealth Advisors, Inc. | 13,063 | $9.88 萬 | 0.01% | +604+4.8% | 加碼 |
| Integrated Wealth Concepts LLC | 12,912 | $9.76 萬 | 0.00% | −7−0.1% | 減碼 |