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 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
- 4,497 萬
- 較 2026 年第 1 季 +248.5 萬 (+5.9%)
- 總市值
- $3.40 億
- 較 2026 年第 1 季 +$2,997 萬 (+9.7%)
- 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 | $3.40 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 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 |
|---|---|---|---|---|---|
| New England Capital Financial Advisors LLC | 1,358 | $0 | 0.00% | +1,358 | 新進 |
| Steward Partners Investment Advisory, LLC | 1 | $4 | 0.00% | 00.0% | 不變 |
| Walsh & Associates, LLC | 11 | $83 | 0.00% | 00.0% | 不變 |
| Gill Capital Partners, LLC | 29 | $219 | 0.00% | 00.0% | 不變 |
| First Horizon Corp | 200 | $1,512 | 0.00% | +200 | 新進 |
| Wells Fargo & Company | 204 | $1,544 | 0.00% | +200+5,000.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 232 | $1,754 | 0.00% | −1,145−83.2% | 減碼 |
| Highline Wealth Partners LLC | 400 | $3,024 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 407 | $3,079 | 0.00% | −373−47.8% | 減碼 |
| Albion Financial Group | 530 | $4,007 | 0.00% | +530 | 新進 |
| Roble, Belko & Company, Inc | 898 | $7,000 | 0.00% | 00.0% | 不變 |
| GoalVest Advisory LLC | 928 | $7,016 | 0.00% | 00.0% | 不變 |
| Godsey & Gibb Associates | 1,000 | $7,560 | 0.00% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 1,000 | $7,560 | 0.00% | 00.0% | 不變 |
| Avalon Trust Co | 1,000 | $7,560 | 0.00% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 1,187 | $8,970 | 0.00% | +67+6.0% | 加碼 |
| Hantz Financial Services, Inc. | 1,164 | $9,000 | 0.00% | +1,164 | 新進 |
| The PNC Financial Services Group, Inc. | 1,250 | $9,450 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 1,256 | $9,495 | 0.00% | −1,755−58.3% | 減碼 |
| Spire Wealth Management | 1,759 | $1.33 萬 | 0.00% | −1,901−51.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 1,908 | $1.44 萬 | 0.00% | −3,720−66.1% | 減碼 |
| SRS Capital Advisors, Inc. | 1,923 | $1.45 萬 | 0.00% | +1,923 | 新進 |
| Aventura Private Wealth, LLC | 2,500 | $1.89 萬 | 0.01% | 00.0% | 不變 |
| SHP Wealth Management | 2,500 | $1.89 萬 | 0.00% | +2,500 | 新進 |
| Farther Finance Advisors, LLC | 2,686 | $2.03 萬 | 0.00% | −3,118−53.7% | 減碼 |
| TSFG, LLC | 2,856 | $2.20 萬 | 0.00% | +161+6.0% | 加碼 |
| LifeSteps Financial, Inc. | 3,000 | $2.27 萬 | 0.01% | +3,000 | 新進 |
| JPMorgan Chase & Co | 3,387 | $2.52 萬 | 0.00% | −17,898−84.1% | 減碼 |
| Fortis Group Advisors, LLC | 3,630 | $2.74 萬 | 0.00% | +204+6.0% | 加碼 |
| Corsicana & Co. | 3,700 | $2.80 萬 | 0.01% | +3,700 | 新進 |
| Atlantic Union Bankshares Corp | 5,500 | $4.16 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 6,500 | $4.91 萬 | 0.00% | −5−0.1% | 減碼 |
| Compass Financial Management LLC | 6,960 | $5.20 萬 | 0.01% | +6,960 | 新進 |
| Highland Investment Advisors LLC | 8,161 | $6.17 萬 | 0.03% | +8,161 | 新進 |
| Valmark Advisers, Inc. | 10,016 | $7.57 萬 | 0.00% | 00.0% | 不變 |
| Everett Harris & Co | 10,205 | $7.71 萬 | 0.00% | 00.0% | 不變 |
| Lido Advisors, LLC | 10,482 | $7.92 萬 | 0.00% | +10,482 | 新進 |
| Taylor Securities Services, Inc. | 10,487 | $7.93 萬 | 0.03% | +10,487 | 新進 |
| Resources Investment Advisors, LLC. | 10,760 | $8.13 萬 | 0.00% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 11,128 | $8.41 萬 | 0.00% | −12,205−52.3% | 減碼 |
| Harbor Investment Advisory, LLC | 11,204 | $8.47 萬 | 0.01% | 00.0% | 不變 |
| CI Private Wealth, LLC | 11,424 | $8.64 萬 | 0.00% | −3,324−22.5% | 減碼 |
| Evergreen Wealth Partners LLC | 11,531 | $8.72 萬 | 0.05% | 00.0% | 不變 |
| Allworth Financial LP | 11,910 | $9.00 萬 | 0.00% | 00.0% | 不變 |
| RMR Wealth Builders | 12,560 | $9.50 萬 | 0.01% | +12,560 | 新進 |
| Davenport & Co LLC | 12,773 | $9.66 萬 | 0.00% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 12,912 | $9.76 萬 | 0.00% | −7−0.1% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 13,063 | $9.88 萬 | 0.01% | +604+4.8% | 加碼 |
| Two Sigma Securities, LLC | 13,184 | $9.97 萬 | 0.01% | +13,184 | 新進 |
| NWF Advisory Services Inc. | 13,500 | $10.2 萬 | 0.01% | 00.0% | 不變 |
| Bluedoor Private Wealth, LLC | 13,916 | $10.5 萬 | 0.04% | +13,916 | 新進 |
| Mosaic Family Wealth Partners, LLC | 14,008 | $10.6 萬 | 0.01% | +789+6.0% | 加碼 |
| A4 Wealth Advisors LLC | 14,022 | $10.6 萬 | 0.07% | −1,950−12.2% | 減碼 |
| Accurate Wealth Management, LLC | 14,163 | $10.8 萬 | 0.01% | +160+1.1% | 加碼 |
| Private Trust Co NA | 14,514 | $11.0 萬 | 0.01% | +14,514 | 新進 |
| Evolution Wealth Management Inc. | 14,568 | $11.0 萬 | 0.06% | −4,857−25.0% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 15,663 | $11.8 萬 | 0.01% | −5,000−24.2% | 減碼 |
| Strategic Financial Concepts, LLC | 15,700 | $11.9 萬 | 0.04% | +1,000+6.8% | 加碼 |
| Ameriprise Financial Inc | 15,916 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 16,550 | $12.5 萬 | 0.00% | −83,133−83.4% | 減碼 |
| Integrity Alliance, LLC. | 16,693 | $12.6 萬 | 0.00% | −938−5.3% | 減碼 |
| Secure Asset Management, LLC | 17,065 | $12.9 萬 | 0.02% | +4,535+36.2% | 加碼 |
| Capital CS Group, LLC | 17,437 | $13.2 萬 | 0.19% | +281+1.6% | 加碼 |
| Summit Financial, LLC | 17,754 | $13.4 萬 | 0.00% | −877−4.7% | 減碼 |
| Pensionmark Financial Group, LLC | 17,670 | $13.4 萬 | 0.00% | −2,684−13.2% | 減碼 |
| Wedbush Securities Inc | 17,850 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 17,880 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 18,101 | $13.7 萬 | 0.00% | +611+3.5% | 加碼 |
| UBS Group AG | 18,476 | $14.0 萬 | 0.00% | +842+4.8% | 加碼 |
| Marshall Financial Group LLC | 20,000 | $15.1 萬 | 0.02% | +10,000+100.0% | 加碼 |
| Larson Financial Group LLC | 20,083 | $15.2 萬 | 0.00% | +912+4.8% | 加碼 |
| Sanctuary Advisors, LLC | 20,084 | $15.2 萬 | 0.00% | +123+0.6% | 加碼 |
| Clear Street Group Inc. | 20,493 | $15.5 萬 | 0.00% | +20,493 | 新進 |
| BIP Wealth, LLC | 20,898 | $15.8 萬 | 0.00% | +20,898 | 新進 |
| Sequoia Financial Advisors, LLC | 21,400 | $16.2 萬 | 0.00% | 00.0% | 不變 |
| Becker Capital Management Inc | 22,847 | $17.3 萬 | 0.00% | +810+3.7% | 加碼 |
| Virtu Financial LLC | 23,328 | $17.6 萬 | 0.01% | +7,735+49.6% | 加碼 |
| Chicago Partners Investment Group LLC | 25,023 | $17.9 萬 | 0.00% | +83+0.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 23,533 | $18.0 萬 | 0.00% | −490−2.0% | 減碼 |
| NBC Securities, Inc. | 25,205 | $19.1 萬 | 0.01% | 00.0% | 不變 |
| HF Advisory Group, LLC | 25,484 | $19.3 萬 | 0.06% | +985+4.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 26,328 | $19.9 萬 | 0.00% | +523+2.0% | 加碼 |
| Rockefeller Capital Management L.P. | 26,634 | $20.1 萬 | 0.00% | 00.0% | 不變 |
| Ameriflex Group, Inc. | 27,500 | $20.8 萬 | 0.08% | −500−1.8% | 減碼 |
| EP Wealth Advisors, LLC | 28,733 | $21.7 萬 | 0.00% | +10.0% | 加碼 |
| Foundations Investment Advisors, LLC | 30,479 | $23.0 萬 | 0.00% | +30,479 | 新進 |
| Buska Wealth Management, LLC | 30,596 | $23.1 萬 | 0.08% | +1,161+3.9% | 加碼 |
| Mariner, LLC | 32,449 | $24.5 萬 | 0.00% | +19,324+147.2% | 加碼 |
| Pathstone Holdings, LLC | 33,089 | $25.0 萬 | 0.00% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 35,062 | $26.5 萬 | 0.01% | −1,743−4.7% | 減碼 |
| We Are One Seven, LLC | 35,273 | $26.7 萬 | 0.00% | +1,486+4.4% | 加碼 |
| SeaCrest Wealth Management, LLC | 39,161 | $29.6 萬 | 0.03% | +10,614+37.2% | 加碼 |
| BlackRock, Inc. | 41,258 | $31.2 萬 | 0.00% | 00.0% | 不變 |
| Firethorn Wealth Partners, LLC | 42,157 | $31.9 萬 | 0.10% | +1,902+4.7% | 加碼 |
| OneAscent Family Office, LLC | 44,268 | $33.5 萬 | 0.17% | +44,268 | 新進 |
| Gladstone Institutional Advisory LLC | 49,081 | $37.1 萬 | 0.01% | −8,415−14.6% | 減碼 |
| Toronto Dominion Bank | 50,000 | $37.8 萬 | 0.00% | −200−0.4% | 減碼 |
| Kestra Advisory Services, LLC | 51,892 | $39.2 萬 | 0.00% | −328−0.6% | 減碼 |
| Dynamic Advisor Solutions LLC | 54,125 | $40.9 萬 | 0.01% | +5,327+10.9% | 加碼 |
| Prospera Financial Services Inc | 54,917 | $41.5 萬 | 0.01% | −31,756−36.6% | 減碼 |