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。
2026 年第 1 季 13F 持有人
Cornerstone Strategic Investment Fund, Inc. 在 2026/3/31 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
- 138
- 較 2025 年第 4 季 +12 家
- 持有股數
- 4,249 萬
- 較 2025 年第 4 季 +1,320 萬 (+45.1%)
- 總市值
- $3.10 億
- 較 2025 年第 4 季 +$6,518 萬 (+26.6%)
- 新進機構
- 23
- 另有 58 家加碼
- 清倉機構
- 11
- 另有 25 家減碼
另有 1 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Alpine Global Management, LLC | 6,814,332 | $4,961 萬 | 7.54% | +5,674,519+497.8% | 加碼 |
| Boothbay Fund Management, LLC | 6,744,553 | $4,910 萬 | 1.15% | +5,459,213+424.7% | 加碼 |
| PFG Investments, LLC | 4,123,031 | $3,002 萬 | 1.40% | +1,125,223+37.5% | 加碼 |
| Quarry LP | 3,489,264 | $2,540 萬 | 5.12% | +2,253,957+182.5% | 加碼 |
| Advisor Group Holdings, Inc. | 3,249,013 | $2,365 萬 | 0.03% | −122,134−3.6% | 減碼 |
| Sculptor Capital LP | 3,143,589 | $2,289 萬 | 0.26% | +175,853+5.9% | 加碼 |
| LPL Financial LLC | 2,421,530 | $1,763 萬 | 0.00% | +619,212+34.4% | 加碼 |
| Cetera Investment Advisers | 1,355,378 | $986.7 萬 | 0.01% | +155,132+12.9% | 加碼 |
| Cable Car Capital LLC | 1,249,999 | $975.0 萬 | 3.37% | +588,316+88.9% | 加碼 |
| Warberg Asset Management LLC | 1,041,935 | $758.5 萬 | 2.21% | +1,041,935 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 1,039,930 | $757.1 萬 | 0.02% | +478,353+85.2% | 加碼 |
| Morgan Stanley | 654,939 | $476.8 萬 | 0.00% | +96,062+17.2% | 加碼 |
| Cohen & Steers, Inc. | 629,931 | $458.6 萬 | 0.01% | −25,000−3.8% | 減碼 |
| Perennial Investment Advisors, LLC | 475,766 | $346.4 萬 | 0.28% | +10,202+2.2% | 加碼 |
| WJ Financial Advisors LLC | 444,915 | $323.9 萬 | 2.62% | +181,900+69.2% | 加碼 |
| Almitas Capital LLC | 442,014 | $321.8 萬 | 0.73% | +442,014 | 新進 |
| Raymond James Financial Inc | 377,080 | $274.5 萬 | 0.00% | +9,610+2.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 342,511 | $249.3 萬 | 0.03% | −283,574−45.3% | 減碼 |
| Yakira Capital Management, Inc. | 306,712 | $223.3 萬 | 0.65% | −180,495−37.0% | 減碼 |
| Commonwealth Equity Services, LLC | 294,428 | $214.3 萬 | 0.00% | +9,869+3.5% | 加碼 |
| Creative Planning | 202,929 | $147.7 萬 | 0.00% | +24,843+14.0% | 加碼 |
| Baird Financial Group, Inc. | 159,613 | $116.2 萬 | 0.00% | −747−0.5% | 減碼 |
| Sit Investment Associates Inc | 158,042 | $115.1 萬 | 0.02% | −4,482,184−96.6% | 減碼 |
| Winebrenner Capital Management LLC | 157,800 | $114.9 萬 | 0.74% | +21,046+15.4% | 加碼 |
| StoneX Group Inc. | 155,124 | $112.9 萬 | 0.06% | +12,175+8.5% | 加碼 |
| Kovack Advisors, Inc. | 144,289 | $108.4 萬 | 0.06% | −66,924−31.7% | 減碼 |
| Thrivent Financial for Lutherans | 145,939 | $106.2 萬 | 0.00% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 108,687 | $79.1 萬 | 0.01% | −93,064−46.1% | 減碼 |
| Savvy Advisors, Inc. | 107,490 | $78.3 萬 | 0.02% | −1,270−1.2% | 減碼 |
| Susquehanna International Group, LLP | 99,683 | $72.6 萬 | 0.00% | +11,806+13.4% | 加碼 |
| Creative Financial Designs Inc | 93,982 | $68.4 萬 | 0.04% | +2,873+3.2% | 加碼 |
| Jane Street Group, LLC | 91,952 | $66.9 萬 | 0.00% | −88,330−49.0% | 減碼 |
| Colony Group, LLC | 90,867 | $66.2 萬 | 0.00% | +80,678+791.8% | 加碼 |
| Prospera Financial Services Inc | 86,673 | $63.1 萬 | 0.01% | −1,018−1.2% | 減碼 |
| Encompass More Asset Management | 80,946 | $58.9 萬 | 0.10% | −270.0% | 減碼 |
| Change Path, LLC | 76,814 | $55.9 萬 | 0.01% | +625+0.8% | 加碼 |
| Benjamin Edwards Inc | 72,587 | $52.8 萬 | 0.01% | −5,148−6.6% | 減碼 |
| HighTower Advisors, LLC | 65,917 | $48.0 萬 | 0.00% | +5,017+8.2% | 加碼 |
| Gladstone Institutional Advisory LLC | 57,496 | $41.9 萬 | 0.02% | +57,496 | 新進 |
| Garden State Investment Advisory Services LLC | 57,260 | $41.7 萬 | 0.10% | +5,180+9.9% | 加碼 |
| Private Advisor Group, LLC | 54,608 | $39.8 萬 | 0.00% | +626+1.2% | 加碼 |
| AE Wealth Management LLC | 53,167 | $38.7 萬 | 0.00% | −18,736−26.1% | 減碼 |
| Kestra Advisory Services, LLC | 52,220 | $38.0 萬 | 0.00% | +18,379+54.3% | 加碼 |
| Envestnet Asset Management Inc | 50,783 | $37.0 萬 | 0.00% | +507+1.0% | 加碼 |
| Stifel Financial Corp | 50,734 | $36.9 萬 | 0.00% | +3,875+8.3% | 加碼 |
| Toronto Dominion Bank | 50,200 | $36.5 萬 | 0.00% | +200+0.4% | 加碼 |
| Dynamic Advisor Solutions LLC | 48,798 | $35.5 萬 | 0.01% | +4,052+9.1% | 加碼 |
| BlackRock, Inc. | 41,258 | $30.0 萬 | 0.00% | 00.0% | 不變 |
| Firethorn Wealth Partners, LLC | 40,255 | $29.3 萬 | 0.11% | +20,493+103.7% | 加碼 |
| Independent Advisor Alliance | 37,072 | $27.0 萬 | 0.00% | +37,072 | 新進 |
| Meridian Wealth Management, LLC | 36,805 | $26.8 萬 | 0.01% | +17,346+89.1% | 加碼 |
| We Are One Seven, LLC | 33,787 | $24.6 萬 | 0.00% | −1,684−4.7% | 減碼 |
| Pathstone Holdings, LLC | 33,089 | $24.1 萬 | 0.00% | 00.0% | 不變 |
| Cerity Partners LLC | 30,067 | $21.9 萬 | 0.00% | +30,067 | 新進 |
| Buska Wealth Management, LLC | 29,435 | $21.4 萬 | 0.09% | +802+2.8% | 加碼 |
| EP Wealth Advisors, LLC | 28,732 | $20.9 萬 | 0.00% | 00.0% | 不變 |
| XTX Topco Ltd | 28,668 | $20.9 萬 | 0.00% | +28,668 | 新進 |
| SeaCrest Wealth Management, LLC | 28,547 | $20.8 萬 | 0.02% | −1,375−4.6% | 減碼 |
| Ameriflex Group, Inc. | 28,000 | $20.4 萬 | 0.10% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 26,634 | $19.4 萬 | 0.00% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 25,805 | $18.8 萬 | 0.00% | +896+3.6% | 加碼 |
| Chicago Partners Investment Group LLC | 24,940 | $18.6 萬 | 0.00% | −492−1.9% | 減碼 |
| NBC Securities, Inc. | 25,205 | $18.3 萬 | 0.01% | +6,750+36.6% | 加碼 |
| HF Advisory Group, LLC | 24,499 | $17.8 萬 | 0.06% | +924+3.9% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 24,023 | $17.6 萬 | 0.00% | −10,016−29.4% | 減碼 |
| Pasadena Private Wealth, LLC | 23,661 | $17.2 萬 | 0.02% | +3,204+15.7% | 加碼 |
| Kingsview Wealth Management, LLC | 23,333 | $17.0 萬 | 0.00% | +13,333+133.3% | 加碼 |
| Becker Capital Management Inc | 22,037 | $16.0 萬 | 0.00% | +2,566+13.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 21,400 | $15.6 萬 | 0.00% | 00.0% | 不變 |
| Smith Chas P & Associates Pa Cpas | 20,663 | $15.0 萬 | 0.01% | +20,663 | 新進 |
| JPMorgan Chase & Co | 21,285 | $14.8 萬 | 0.00% | +18,253+602.0% | 加碼 |
| Pensionmark Financial Group, LLC | 20,354 | $14.8 萬 | 0.00% | +700+3.6% | 加碼 |
| Howe & Rusling Inc | 20,142 | $14.7 萬 | 0.01% | +20,142 | 新進 |
| Sanctuary Advisors, LLC | 19,961 | $14.5 萬 | 0.00% | +346+1.8% | 加碼 |
| Evolution Wealth Management Inc. | 19,425 | $14.1 萬 | 0.10% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 19,176 | $14.0 萬 | 0.00% | −23,224−54.8% | 減碼 |
| Larson Financial Group LLC | 19,171 | $14.0 萬 | 0.00% | +7,094+58.7% | 加碼 |
| Summit Financial, LLC | 18,631 | $13.6 萬 | 0.00% | −796−4.1% | 減碼 |
| Clearstead Advisors, LLC | 17,880 | $13.0 萬 | 0.00% | +17,880 | 新進 |
| Wedbush Securities Inc | 17,850 | $13.0 萬 | 0.00% | +700+4.1% | 加碼 |
| UBS Group AG | 17,634 | $12.8 萬 | 0.00% | 00.0% | 不變 |
| Integrity Alliance, LLC. | 17,631 | $12.8 萬 | 0.00% | −11−0.1% | 減碼 |
| GWM Advisors LLC | 17,490 | $12.7 萬 | 0.00% | +571+3.4% | 加碼 |
| Capital CS Group, LLC | 17,156 | $12.5 萬 | 0.26% | +617+3.7% | 加碼 |
| A4 Wealth Advisors LLC | 15,972 | $11.6 萬 | 0.10% | 00.0% | 不變 |
| Ameriprise Financial Inc | 15,916 | $11.6 萬 | 0.00% | 00.0% | 不變 |
| Virtu Financial LLC | 15,593 | $11.4 萬 | 0.00% | +15,593 | 新進 |
| Mercer Global Advisors Inc | 15,054 | $11.0 萬 | 0.00% | +15,054 | 新進 |
| CI Private Wealth, LLC | 14,748 | $10.7 萬 | 0.00% | −429−2.8% | 減碼 |
| Strategic Financial Concepts, LLC | 14,700 | $10.7 萬 | 0.03% | +14,700 | 新進 |
| Accurate Wealth Management, LLC | 14,003 | $10.4 萬 | 0.01% | +14,003 | 新進 |
| NWF Advisory Services Inc. | 13,500 | $9.83 萬 | 0.01% | +1,000+8.0% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 13,219 | $9.62 萬 | 0.01% | +703+5.6% | 加碼 |
| Mariner, LLC | 13,125 | $9.55 萬 | 0.00% | −7,765−37.2% | 減碼 |
| Integrated Wealth Concepts LLC | 12,919 | $9.40 萬 | 0.00% | +12,919 | 新進 |
| Davenport & Co LLC | 12,773 | $9.30 萬 | 0.00% | 00.0% | 不變 |
| CIBC World Markets Inc. | 12,654 | $9.21 萬 | 0.00% | +12,654 | 新進 |
| Secure Asset Management, LLC | 12,530 | $9.12 萬 | 0.01% | +12,530 | 新進 |
| Redhawk Wealth Advisors, Inc. | 12,459 | $9.07 萬 | 0.01% | +567+4.8% | 加碼 |
| Allworth Financial LP | 11,910 | $8.67 萬 | 0.00% | 00.0% | 不變 |