小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
$2.67B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 9
增持 61
减持 65
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
LOW
LOWES COS INC
-$186.4M
3,300,353
-0%
增持
META
META PLATFORMS INC
-$12.8M
117,688
+2%
减持
MSFT
MICROSOFT CORP
-$10.9M
384,683
-0%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.3M
187,105
+0%
增持
LEN
LENNAR CORP
-$9.2M
271,359
+1%
减持
QCOM
QUALCOMM INC
-$6.8M
224,351
-0%
增持
GRBK
GREEN BRICK PARTNERS INC
-$6.7M
798,205
+8%
减持
MU
MICRON TECHNOLOGY INC
-$6.6M
383,252
-2%
减持
AAPL
APPLE INC
-$6.0M
1,063,212
-2%
增持
PYPL
PAYPAL HLDGS INC
-$4.9M
94,334
+13%
减持
BCPC
BALCHEM CORP
-$4.8M
91,843
-11%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$4.4M
10,114
-66%
增持
JPM
JPMORGAN CHASE & CO
-$4.3M
197,826
+0%
减持
BAC
BK OF AMERICA CORP
-$4.0M
1,157,372
-0%
建仓
BWA
BORGWARNER INC
+$3.8M
97,415
增持
AMD
ADVANCED MICRO DEVICES INC
-$3.7M
112,761
+1%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$3.3M
30,211
+541%
增持
NVDA
NVIDIA CORPORATION
-$3.2M
160,352
+0%
减持
CSCO
CISCO SYS INC
-$3.0M
357,561
-1%
增持
KBH
KB HOME
-$3.0M
270,539
+3%
减持
DY
DYCOM INDS INC
-$2.9M
35,731
-47%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.9M
198,402
+2%
清仓
BTI
BRITISH AMERN TOB PLC
-$2.8M
0
-100%
减持
PINS
PINTEREST INC
-$2.7M
154,301
-14%
减持
—
MEIRAGTX HLDGS PLC
-$2.6M
230,465
-6%
建仓
VUSB
VANGUARD BD INDEX FDS
+$2.6M
52,183
增持
—
ACCENTURE PLC IRELAND
-$2.5M
65,001
+10%
增持
MMM
3M CO
-$2.4M
86,787
+1%
增持
ISRG
INTUITIVE SURGICAL INC
-$2.3M
46,593
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.3M
14,508
+42%
减持
AMZN
AMAZON COM INC
-$2.3M
22,380
-1%
增持
PFE
PFIZER INC
-$2.2M
429,010
+4%
增持
TROW
PRICE T ROWE GROUP INC
+$2.2M
15,878
+1388%
减持
VIAV
VIAVI SOLUTIONS INC
-$2.1M
14,755
-89%
增持
HD
HOME DEPOT INC
-$2.1M
19,003
+1%
增持
VDE
VANGUARD WORLD FDS
+$2.1M
19,893
+104600%
增持
RIO
RIO TINTO PLC
+$2.1M
87,491
+19%
增持
XOP
SPDR SER TR
+$2.1M
15,639
+17277%
减持
TDOC
TELADOC HEALTH INC
-$1.9M
940
-96%
建仓
HVT
HAVERTY FURNITURE COS INC
+$1.8M
66,350
增持
GM
GENERAL MTRS CO
-$1.7M
124,348
+2%
减持
MRVL
MARVELL TECHNOLOGY INC
-$1.7M
92,858
-3%
减持
STZ
CONSTELLATION BRANDS INC
-$1.7M
39,383
-8%
减持
AVTR
AVANTOR INC
-$1.7M
179,777
-2%
清仓
VST
VISTRA CORP
-$1.7M
0
-100%
建仓
GT
GOODYEAR TIRE & RUBR CO
+$1.6M
110,825
增持
DIS
DISNEY WALT CO
-$1.5M
103,715
+2%
减持
DWSN
DAWSON GEOPHYSICAL CO NEW
-$1.5M
205,592
-76%
增持
PEP
PEPSICO INC
-$1.5M
261,984
+0%
增持
GOOGL
ALPHABET INC
-$1.5M
12,673
+0%
增持
—
EXXON MOBIL CORP
+$1.4M
67,264
+0%
减持
BABA
ALIBABA GROUP HLDG LTD
-$1.3M
51,711
-12%
减持
BNY
BANK NEW YORK MELLON CORP
-$1.3M
249
-99%
增持
NUE
NUCOR CORP
+$1.3M
22,047
+29%
增持
COST
COSTCO WHSL CORP NEW
+$1.3M
9,031
+32%
增持
XLV
SELECT SECTOR SPDR TR
+$1.3M
22,791
+77%
增持
ABT
ABBOTT LABS
-$1.3M
71,881
+3%
减持
MGA
MAGNA INTL INC
-$1.3M
45,825
-13%
增持
CVX
CHEVRON CORP NEW
+$1.3M
24,310
+7%
减持
MRK
MERCK & CO INC
+$1.3M
236,303
-0%
清仓
—
AVALARA INC
-$1.3M
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.3M
5,343
-74%
增持
KMI
KINDER MORGAN INC DEL
+$1.3M
165,352
+40%
建仓
—
PROFESSIONAL HLDG CORP
+$1.2M
54,375
增持
JNJ
JOHNSON & JOHNSON
+$1.2M
162,859
+1%
减持
—
TRITON INTL LTD
+$1.2M
124,644
-1%
清仓
—
RATTLER MIDSTREAM LP
-$1.2M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$1.1M
94,646
-1%
减持
ON
ON SEMICONDUCTOR CORP
-$1.1M
555
-97%
减持
SYK
STRYKER CORPORATION
-$1.1M
7,056
-37%
减持
MO
ALTRIA GROUP INC
-$1.1M
51,389
-35%
增持
IVE
ISHARES TR
+$1.1M
12,540
+126%
减持
PRU
PRUDENTIAL FINL INC
-$1.1M
1,014
-91%
增持
MGK
VANGUARD WORLD FD
-$1.0M
42,838
+0%
建仓
—
TRINSEO PLC
+$1.0M
21,600
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$1.0M
13,057
-49%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.0M
15,719
+27%
增持
KRE
SPDR SER TR
+$1.0M
26,825
+127%
减持
ABBV
ABBVIE INC
+$994.0K
122,218
-12%
建仓
—
SPDR SER TR
+$983.0K
10,500
减持
SHOP
SHOPIFY INC
-$973.0K
389
-57%
减持
VOO
VANGUARD INDEX FDS
-$939.0K
12,692
-11%
减持
ET
ENERGY TRANSFER L P
+$933.0K
381,052
-6%
清仓
SLRC
SLR INVESTMENT CORP
-$911.0K
0
-100%
减持
MCD
MCDONALDS CORP
-$908.0K
42,979
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$904.0K
10,500
+139%
清仓
SEIC
SEI INVTS CO
-$890.0K
0
-100%
减持
INTC
INTEL CORP
-$889.0K
249,268
-3%
增持
DUK
DUKE ENERGY CORP NEW
+$856.0K
31,922
+24%
增持
SCHA
SCHWAB STRATEGIC TR
-$837.0K
185,690
+97%
增持
KMB
KIMBERLY-CLARK CORP
-$837.0K
51,039
+2%
减持
CL
COLGATE PALMOLIVE CO
-$820.0K
74,529
-2%
清仓
—
FLEX LNG LTD
-$805.0K
0
-100%
增持
LLY
LILLY ELI & CO
+$794.0K
49,676
+2%
增持
SO
SOUTHERN CO
+$777.0K
23,085
+77%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$769.0K
170
-98%
减持
BND
VANGUARD BD INDEX FDS
-$765.0K
538
-94%
减持
—
TRANE TECHNOLOGIES PLC
-$762.0K
15,275
-0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$758.0K
12,344
+132%
建仓
—
NEW YORK CMNTY BANCORP INC
+$721.0K
67,250
增持
—
SPLUNK INC
+$718.0K
21,599
+0%
增持
CAT
CATERPILLAR INC
+$660.0K
34,445
+2%
清仓
UNM
UNUM GROUP
-$644.0K
0
-100%
增持
VO
VANGUARD INDEX FDS
-$642.0K
58,789
+2%
增持
—
TWITTER INC
-$641.0K
182,939
+2%
增持
XLF
SELECT SECTOR SPDR TR
+$636.0K
22,965
+267%
减持
PM
PHILIP MORRIS INTL INC
-$631.0K
31,161
-17%
减持
IEFA
ISHARES TR
-$629.0K
6,617
-55%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$629.0K
3,589
-13%
减持
COIN
COINBASE GLOBAL INC
-$621.0K
2,509
-42%
增持
IJH
ISHARES TR
+$615.0K
5,893
+73%
增持
VNQ
VANGUARD INDEX FDS
+$597.0K
15,127
+68%
增持
HON
HONEYWELL INTL INC
-$596.0K
59,243
+2%
减持
DVN
DEVON ENERGY CORP NEW
-$592.0K
251
-98%
减持
T
AT&T INC
-$576.0K
98,494
-17%
增持
CPNG
COUPANG INC
-$561.0K
54,325
+5%
减持
ILMN
ILLUMINA INC
-$557.0K
10,111
-6%
减持
LQD
ISHARES TR
-$550.0K
3,540
-52%
清仓
NXP
NUVEEN SELECT TAX-FREE INCOM
-$549.0K
0
-100%
增持
AMLP
ALPS ETF TR
+$541.0K
26,520
+83%
减持
UI
UBIQUITI INC
-$527.0K
26,036
-2%
减持
NKE
NIKE INC
-$525.0K
14,800
-2%
减持
FLO
FLOWERS FOODS INC
-$520.0K
286,572
-0%
减持
NEE
NEXTERA ENERGY INC
-$517.0K
55,772
-1%
增持
TXT
TEXTRON INC
+$514.0K
18,125
+68%
减持
AMT
AMERICAN TOWER CORP NEW
-$512.0K
410
-81%
建仓
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
+$512.0K
18,000
减持
HUN
HUNTSMAN CORP
+$511.0K
276,103
-2%
减持
PENN
PENN NATL GAMING INC
-$504.0K
7,400
-53%
清仓
PAGP
PLAINS GP HLDGS L P
-$502.0K
0
-100%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$502.0K
0
-100%
增持
SNAP
SNAP INC
-$500.0K
51,288
+3%
增持
WSM
WILLIAMS SONOMA INC
+$496.0K
10,815
+71%
清仓
—
DCP MIDSTREAM LP
-$494.0K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
-$492.0K
252,566
+104%
减持
MLM
MARTIN MARIETTA MATLS INC
-$489.0K
8,721
-0%
清仓
RITM
NEW RESIDENTIAL INVT CORP
-$487.0K
0
-100%
增持
GOOG
ALPHABET INC
-$482.0K
23,742
+3%
增持
XLU
SELECT SECTOR SPDR TR
+$480.0K
14,394
+74%
减持
YUM
YUM BRANDS INC
-$479.0K
19,971
-3%
减持
—
SVB FINANCIAL GROUP
-$477.0K
2,903
-6%
减持
IWM
ISHARES TR
-$447.0K
15,302
-5%
减持
XBI
SPDR SER TR
-$440.0K
12,562
-10%
减持
SCHF
SCHWAB STRATEGIC TR
-$431.0K
147,667
-2%
减持
FOUR
SHIFT4 PMTS INC
-$430.0K
7,158
-53%
减持
ENB
ENBRIDGE INC
-$429.0K
12,579
-51%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$409.0K
0
-100%
减持
F
FORD MTR CO DEL
-$407.0K
14,650
-54%
增持
PSX
PHILLIPS 66
+$400.0K
20,350
+9%
清仓
PII
POLARIS INC
-$390.0K
0
-100%
