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 $3.40 億；沒有大師持有。
2025 年第 2 季 13F 持有人
Cornerstone Strategic Investment Fund, Inc. 在 2025/6/30 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
- 121
- 較 2025 年第 1 季 +1 家
- 持有股數
- 4,019 萬
- 較 2025 年第 1 季 +1,368 萬 (+51.6%)
- 總市值
- $3.26 億
- 較 2025 年第 1 季 +$1.29 億 (+65.7%)
- 新進機構
- 17
- 另有 55 家加碼
- 清倉機構
- 16
- 另有 29 家減碼
另有 1 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 | $3.40 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 | $3.26 億 |
| 2025 年第 1 季 | 121 | $1.97 億 |
| 2024 年第 4 季 | 128 | $2.12 億 |
| 2024 年第 3 季 | 117 | $2.14 億 |
| 2024 年第 2 季 | 117 | $2.50 億 |
| 2024 年第 1 季 | 108 | $2.59 億 |
| 2023 年第 4 季 | 110 | $2.58 億 |
| 2023 年第 3 季 | 92 | $2.54 億 |
| 2023 年第 2 季 | 92 | $3.02 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 | $3.68 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Alpine Global Management, LLC | 6,612,795 | $5,370 萬 | 12.10% | +336,516+5.4% | 加碼 |
| Boothbay Fund Management, LLC | 6,135,929 | $4,982 萬 | 1.56% | +235,382+4.0% | 加碼 |
| Sit Investment Associates Inc | 5,730,776 | $4,653 萬 | 0.99% | +5,695,776+16,273.6% | 加碼 |
| Advisor Group Holdings, Inc. | 3,493,550 | $2,837 萬 | 0.05% | +791,583+29.3% | 加碼 |
| Sculptor Capital LP | 2,666,574 | $2,165 萬 | 0.35% | +2,666,574 | 新進 |
| Rivernorth Capital Management, LLC | 1,803,392 | $1,464 萬 | 0.81% | +1,803,392 | 新進 |
| LPL Financial LLC | 1,362,299 | $1,106 萬 | 0.00% | +249,041+22.4% | 加碼 |
| Absolute Investment Advisers LLC | 1,229,119 | $998.0 萬 | 1.23% | +1,229,119 | 新進 |
| Yakira Capital Management, Inc. | 1,197,769 | $972.6 萬 | 3.58% | +535,009+80.7% | 加碼 |
| Thomas J. Herzfeld Advisors, Inc. | 1,074,966 | $872.9 萬 | 3.11% | +986,074+1,109.3% | 加碼 |
| Cohen & Steers, Inc. | 734,931 | $596.8 萬 | 0.01% | +127,733+21.0% | 加碼 |
| Cable Car Capital LLC | 661,825 | $537.4 萬 | 2.33% | −707−0.1% | 減碼 |
| Cetera Investment Advisers | 610,585 | $495.8 萬 | 0.01% | +105,464+20.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 548,477 | $445.4 萬 | 0.06% | +182,143+49.7% | 加碼 |
| Morgan Stanley | 508,044 | $412.5 萬 | 0.00% | +54,867+12.1% | 加碼 |
| Quarry LP | 506,996 | $411.7 萬 | 0.95% | +494,978+4,118.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 498,849 | $405.1 萬 | 0.01% | −23,106−4.4% | 減碼 |
| Perennial Investment Advisors, LLC | 451,228 | $366.4 萬 | 0.36% | +14,271+3.3% | 加碼 |
| Raymond James Financial Inc | 351,430 | $285.4 萬 | 0.00% | +40,761+13.1% | 加碼 |
| Ursa Fund Management, LLC | 275,000 | $223.3 萬 | 5.58% | +250,000+1,000.0% | 加碼 |
| US Bancorp | 256,505 | $208.3 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 251,740 | $204.4 萬 | 0.00% | +1,275+0.5% | 加碼 |
| Aptus Capital Advisors, LLC | 217,910 | $176.9 萬 | 0.02% | +2,858+1.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 205,931 | $167.2 萬 | 0.04% | +40,024+24.1% | 加碼 |
| Thrivent Financial for Lutherans | 145,939 | $118.5 萬 | 0.00% | +45,487+45.3% | 加碼 |
| StoneX Group Inc. | 133,949 | $108.8 萬 | 0.05% | +41,902+45.5% | 加碼 |
| Creative Planning | 120,974 | $98.2 萬 | 0.00% | +25,627+26.9% | 加碼 |
| Benjamin Edwards Inc | 109,511 | $88.9 萬 | 0.01% | −13,058−10.7% | 減碼 |
| Winebrenner Capital Management LLC | 108,426 | $88.0 萬 | 0.71% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 91,397 | $74.2 萬 | 0.00% | −1,249−1.3% | 減碼 |
| Avantax Advisory Services, Inc. | 83,899 | $68.1 萬 | 0.00% | +83,899 | 新進 |
| BlackRock, Inc. | 83,144 | $67.5 萬 | 0.00% | +36,703+79.0% | 加碼 |
| Creative Financial Designs Inc | 81,742 | $66.4 萬 | 0.05% | +10,767+15.2% | 加碼 |
| Encompass More Asset Management | 80,317 | $65.2 萬 | 0.15% | +3,747+4.9% | 加碼 |
| Prospera Financial Services Inc | 70,726 | $57.4 萬 | 0.01% | +7,163+11.3% | 加碼 |
| Jane Street Group, LLC | 65,005 | $52.8 萬 | 0.00% | +29,291+82.0% | 加碼 |
| Strategic Financial Concepts, LLC | 64,700 | $52.5 萬 | 0.07% | −7,400−10.3% | 減碼 |
| Garden State Investment Advisory Services LLC | 61,706 | $50.1 萬 | 0.14% | +10,945+21.6% | 加碼 |
| HighTower Advisors, LLC | 59,496 | $48.3 萬 | 0.00% | −46,633−43.9% | 減碼 |
| CoreCap Advisors, LLC | 51,956 | $42.2 萬 | 0.02% | +9,942+23.7% | 加碼 |
| Private Advisor Group, LLC | 51,681 | $42.0 萬 | 0.00% | +646+1.3% | 加碼 |
| AE Wealth Management LLC | 50,164 | $40.7 萬 | 0.00% | +50,164 | 新進 |
| Toronto Dominion Bank | 50,000 | $40.6 萬 | 0.00% | +50,000 | 新進 |
| Stifel Financial Corp | 47,215 | $38.3 萬 | 0.00% | +5,300+12.6% | 加碼 |
| Envestnet Asset Management Inc | 45,212 | $36.7 萬 | 0.00% | −6,337−12.3% | 減碼 |
| Dynamic Advisor Solutions LLC | 41,545 | $33.7 萬 | 0.01% | +2,103+5.3% | 加碼 |
| FMR LLC | 39,673 | $32.2 萬 | 0.00% | +39,629+90,065.9% | 加碼 |
| Change Path, LLC | 39,112 | $31.8 萬 | 0.01% | +39,112 | 新進 |
| Citadel Advisors LLC | 37,929 | $30.8 萬 | 0.00% | −11,967−24.0% | 減碼 |
| PFG Investments, LLC | 37,318 | $30.3 萬 | 0.02% | −13,318−26.3% | 減碼 |
| We Are One Seven, LLC | 35,300 | $28.7 萬 | 0.01% | +10,583+42.8% | 加碼 |
| Kestra Advisory Services, LLC | 34,447 | $28.0 萬 | 0.00% | +18,781+119.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 32,531 | $26.8 萬 | 0.01% | −171,245−84.0% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 31,100 | $25.6 萬 | 0.00% | +13,193+73.7% | 加碼 |
| GWM Advisors LLC | 29,865 | $24.3 萬 | 0.00% | +6,865+29.8% | 加碼 |
| Susquehanna International Group, LLP | 28,161 | $22.9 萬 | 0.00% | −72,535−72.0% | 減碼 |
| Millennium Management LLC | 26,574 | $21.6 萬 | 0.00% | +26,574 | 新進 |
| Chicago Partners Investment Group LLC | 26,351 | $21.3 萬 | 0.01% | −4,813−15.4% | 減碼 |
| Rockefeller Capital Management L.P. | 25,702 | $20.9 萬 | 0.00% | −1,400−5.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 24,297 | $19.7 萬 | 0.00% | +4,018+19.8% | 加碼 |
| SeaCrest Wealth Management, LLC | 23,938 | $19.4 萬 | 0.02% | +5,031+26.6% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 23,678 | $19.2 萬 | 0.02% | +1,114+4.9% | 加碼 |
| UBS Group AG | 23,194 | $18.8 萬 | 0.00% | −30,165−56.5% | 減碼 |
| Capital CS Group, LLC | 22,568 | $18.3 萬 | 0.30% | +5,013+28.6% | 加碼 |
| HF Advisory Group, LLC | 21,939 | $17.8 萬 | 0.07% | +836+4.0% | 加碼 |
| Summit Financial, LLC | 21,627 | $17.6 萬 | 0.00% | +21,627 | 新進 |
| Vantage Financial Partners, LLC | 21,437 | $17.4 萬 | 0.04% | −3,570−14.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 21,400 | $17.4 萬 | 0.00% | −600−2.7% | 減碼 |
| Pathstone Holdings, LLC | 21,012 | $17.1 萬 | 0.00% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 20,000 | $16.2 萬 | 0.00% | +20,000 | 新進 |
| MAI Capital Management | 19,865 | $16.1 萬 | 0.00% | +1,256+6.7% | 加碼 |
| Evolution Wealth Management Inc. | 19,425 | $15.8 萬 | 0.19% | +19,425 | 新進 |
| Meridian Wealth Management, LLC | 19,126 | $15.5 萬 | 0.01% | +9,126+91.3% | 加碼 |
| Sanctuary Advisors, LLC | 18,800 | $15.3 萬 | 0.00% | −200−1.1% | 減碼 |
| NBC Securities, Inc. | 18,455 | $14.9 萬 | 0.01% | 00.0% | 不變 |
| Buska Wealth Management, LLC | 18,017 | $14.6 萬 | 0.04% | +1,498+9.1% | 加碼 |
| Firethorn Wealth Partners, LLC | 17,146 | $13.9 萬 | 0.06% | +807+4.9% | 加碼 |
| Oppenheimer & Co Inc | 15,966 | $13.0 萬 | 0.00% | −40.0% | 減碼 |
| Ameriprise Financial Inc | 15,916 | $12.9 萬 | 0.00% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 14,969 | $12.2 萬 | 0.00% | +14,969 | 新進 |
| Allworth Financial LP | 14,463 | $11.7 萬 | 0.00% | +13,842+2,229.0% | 加碼 |
| Clarity Capital Partners LLC | 14,089 | $11.4 萬 | 0.04% | −52,101−78.7% | 減碼 |
| Pasadena Private Wealth, LLC | 13,945 | $11.3 萬 | 0.02% | +2,342+20.2% | 加碼 |
| Wedbush Securities Inc | 13,850 | $11.2 萬 | 0.00% | −6,074−30.5% | 減碼 |
| BlueChip Wealth Advisors LLC | 13,497 | $11.0 萬 | 0.05% | +409+3.1% | 加碼 |
| Davenport & Co LLC | 12,773 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 12,210 | $9.91 萬 | 0.00% | −182−1.5% | 減碼 |
| Capital Investment Advisory Services, LLC | 12,137 | $9.86 萬 | 0.01% | +12,137 | 新進 |
| Mosaic Family Wealth Partners, LLC | 11,448 | $9.30 萬 | 0.01% | +833+7.8% | 加碼 |
| Harbor Investment Advisory, LLC | 11,204 | $9.10 萬 | 0.01% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 10,260 | $8.33 萬 | 0.00% | +10,260 | 新進 |
| Sonora Investment Management Group, LLC | 10,135 | $8.23 萬 | 0.01% | 00.0% | 不變 |
| Larson Financial Group LLC | 10,122 | $8.22 萬 | 0.00% | +3,481+52.4% | 加碼 |
| Marshall Financial Group LLC | 10,000 | $8.17 萬 | 0.02% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 10,000 | $8.12 萬 | 0.00% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 10,000 | $8.12 萬 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 10,000 | $8.12 萬 | 0.01% | +10,000 | 新進 |
| Northwestern Mutual Wealth Management Co | 9,755 | $7.92 萬 | 0.00% | −4,362−30.9% | 減碼 |
| GPS Wealth Strategies Group, LLC | 8,010 | $6.50 萬 | 0.01% | +1,200+17.6% | 加碼 |
| Anfield Capital Management, LLC | 6,528 | $5.30 萬 | 0.02% | 00.0% | 不變 |