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SALEM INVESTMENT COUNSELORS INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

SALEM INVESTMENT COUNSELORS INC

报告期 2026-03-31 · CIK 0000884423

持仓数

1,238

前50大市值合计

$2.67B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

LOW LOWES COS INC

COM

$329.5M

1,394,452

12.3%

NVDA NVIDIA CORPORATION

COM

$242.5M

1,390,529

9.1%

AAPL APPLE INC

COM

$242.2M

954,501

9.1%

MSFT MICROSOFT CORP

COM

$144.9M

391,492

5.4%

GOOG ALPHABET INC

CAP STK CL C

$142.1M

495,496

5.3%

AMZN AMAZON COM INC

COM

$100.9M

484,274

3.8%

META META PLATFORMS INC

CL A

$89.7M

156,791

3.4%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$84.8M

579,797

3.2%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$82.1M

171,270

3.1%

GOOGL ALPHABET INC

CAP STK CL A

$77.4M

269,075

2.9%

LLY ELI LILLY & CO

COM

$72.3M

78,553

2.7%

JPM JPMORGAN CHASE & CO

COM

$71.0M

241,394

2.7%

MU MICRON TECHNOLOGY INC

COM

$69.4M

205,436

2.6%

BAC BANK AMERICA CORP

COM

$55.2M

1,132,378

2.1%

AMD ADVANCED MICRO DEVICES INC

COM

$53.9M

264,965

2.0%

PEP PEPSICO INC

COM

$44.2M

284,753

1.7%

JNJ JOHNSON & JOHNSON

COM

$43.2M

176,669

1.6%

RTX RTX CORPORATION

COM

$42.5M

220,342

1.6%

WMT WALMART INC

COM

$41.5M

333,325

1.6%

GRBK GREEN BRICK PARTNERS INC

COM

$41.4M

641,855

1.6%

CAT CATERPILLAR INC

COM

$34.7M

48,922

1.3%

NU NU HLDGS LTD

ORD SHS CL A

$30.4M

2,112,866

1.1%

ISRG INTUITIVE SURGICAL INC

COM NEW

$29.0M

62,800

1.1%

ABBV ABBVIE INC

COM

$28.7M

131,895

1.1%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$28.2M

83,317

1.1%

V VISA INC

COM CL A

$24.7M

81,800

0.9%

COST COSTCO WHOLESALE CORPORATION

COM

$24.5M

24,622

0.9%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$24.1M

940,055

0.9%

LEN LENNAR CORP

CL A

$22.8M

262,412

0.9%

— SMURFIT WESTROCK PLC

SHS

$22.7M

570,563

0.9%

MRK MERCK & CO INC

COM

$21.3M

176,372

0.8%

CSCO CISCO SYS INC

COM

$20.9M

269,585

0.8%

ALAB ASTERA LABS INC

COM

$20.3M

184,908

0.8%

VO VANGUARD INDEX FDS

MID CAP ETF

$20.1M

69,879

0.8%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$20.0M

645,860

0.7%

MGK VANGUARD WORLD FD

MEGA GRWTH IND

$19.8M

53,910

0.7%

VB VANGUARD INDEX FDS

SMALL CP ETF

$19.6M

74,831

0.7%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$19.4M

29,721

0.7%

MCD MCDONALDS CORP

COM

$16.4M

52,679

0.6%

— EXXON MOBIL CORP

COM

$15.4M

90,617

0.6%

UI UBIQUITI INC

COM

$15.1M

19,146

0.6%

— ACCENTURE PLC IRELAND

SHS CLASS A

$15.1M

76,017

0.6%

QCOM QUALCOMM INC

COM

$14.7M

114,343

0.6%

PG PROCTER & GAMBLE CO

COM

$14.7M

101,819

0.6%

GEHC GE HEALTHCARE TECHNOLOGIES I

COMMON STOCK

$13.1M

184,492

0.5%

BCPC BALCHEM CORP

COM

$12.9M

76,345

0.5%

BSX BOSTON SCIENTIFIC CORP

COM

$12.6M

201,532

0.5%

TFC TRUIST FINL CORP

COM

$12.5M

272,825

0.5%

MRVL MARVELL TECHNOLOGY INC

COM

$12.0M

120,970

0.4%

— EATON CORP PLC

SHS

$11.9M

33,301

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

45%前 6 大占比

LOW12.3%NVDA9.1%AAPL9.1%MSFT5.4%GOOG5.3%AMZN3.8%