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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
$2.67B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 5
增持 81
减持 61
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
LOW
LOWES COS INC
-$90.3M
3,303,203
+0%
减持
AAPL
APPLE INC
-$40.7M
1,060,153
-0%
增持
AMZN
AMAZON COM INC
-$25.3M
448,390
+1904%
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。
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$20.1M
168,229
-10%
增持
NVDA
NVIDIA CORPORATION
-$16.8M
177,686
+11%
增持
MSFT
MICROSOFT CORP
-$16.5M
397,660
+3%
增持
GOOG
ALPHABET INC
-$13.4M
24,176
+2%
增持
BAC
BK OF AMERICA CORP
-$10.8M
1,186,068
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$9.8M
33,462
+131%
增持
LOB
LIVE OAK BANCSHARES INC
+$8.9M
262,362
+524624%
增持
MU
MICRON TECHNOLOGY INC
-$8.2M
391,733
+2%
减持
GOOGL
ALPHABET INC
-$7.7M
12,641
-0%
减持
FISV
FISERV INC
-$7.5M
9,932
-88%
增持
META
META PLATFORMS INC
-$7.0M
118,942
+1%
减持
—
TWITTER INC
-$6.9M
4,412
-98%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$5.8M
640,303
+8003688%
减持
QCOM
QUALCOMM INC
-$5.6M
224,256
-0%
减持
SCHM
SCHWAB STRATEGIC TR
-$4.8M
272,858
-6%
减持
DIS
DISNEY WALT CO
-$4.4M
103,605
-0%
增持
PYPL
PAYPAL HLDGS INC
-$4.0M
99,234
+5%
增持
LNC
LINCOLN NATL CORP IND
+$3.8M
95,023
+798%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$3.7M
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
-$3.6M
114,007
+1%
增持
JPM
JPMORGAN CHASE & CO
-$3.6M
207,411
+5%
增持
ISRG
INTUITIVE SURGICAL INC
-$3.5M
52,638
+13%
增持
WMT
WALMART INC
-$3.5M
130,461
+1%
减持
FDX
FEDEX CORP
-$3.2M
15,295
-47%
减持
INTC
INTEL CORP
-$3.2M
244,804
-2%
减持
—
TRITON INTL LTD
-$3.2M
106,033
-15%
减持
KBH
KB HOME
-$3.1M
197,570
-27%
减持
—
MEIRAGTX HLDGS PLC
-$3.0M
28,060
-88%
增持
LLY
LILLY ELI & CO
+$2.9M
52,684
+6%
增持
MRK
MERCK & CO INC
+$2.6M
240,052
+2%
建仓
NTES
NETEASE INC
+$2.6M
28,000
增持
—
WESTROCK CO
-$2.5M
419,762
+2%
增持
LEN
LENNAR CORP
-$2.5M
276,094
+2%
增持
TROW
PRICE T ROWE GROUP INC
+$2.5M
43,367
+173%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$2.5M
50,390
减持
GM
GENERAL MTRS CO
-$2.3M
98,934
-20%
增持
TFC
TRUIST FINL CORP
-$2.3M
389,141
+6%
减持
BVS
BIOVENTUS INC
-$2.2M
163,500
-30%
建仓
CASS
CASS INFORMATION SYS INC
+$2.2M
64,744
增持
MGK
VANGUARD WORLD FD
-$2.1M
43,670
+2%
增持
VO
VANGUARD INDEX FDS
-$2.1M
60,119
+2%
减持
ABBV
ABBVIE INC
-$2.1M
115,563
-5%
增持
HUN
HUNTSMAN CORP
-$2.1M
292,886
+6%
减持
SCHA
SCHWAB STRATEGIC TR
-$2.0M
174,392
-6%
减持
CRM
SALESFORCE INC
-$2.0M
23,714
-14%
增持
VB
VANGUARD INDEX FDS
-$1.9M
62,386
+3%
增持
MRVL
MARVELL TECHNOLOGY INC
-$1.9M
108,687
+17%
减持
ILMN
ILLUMINA INC
-$1.9M
8,801
-13%
减持
V
VISA INC
-$1.7M
51,263
-4%
增持
VUSB
VANGUARD BD INDEX FDS
+$1.6M
85,766
+64%
增持
—
TOTALENERGIES SE
+$1.6M
100,136
+36%
增持
SCHX
SCHWAB STRATEGIC TR
-$1.6M
268,317
+6%
增持
PSX
PHILLIPS 66
+$1.6M
41,089
+102%
减持
SCHF
SCHWAB STRATEGIC TR
-$1.6M
122,427
-17%
增持
SPY
SPDR S&P 500 ETF TR
-$1.5M
24,647
+2%
建仓
NU
NU HLDGS LTD
+$1.5M
408,115
增持
ABNB
AIRBNB INC
-$1.5M
40,963
+38%
增持
CAT
CATERPILLAR INC
-$1.5M
34,784
+1%
增持
MMM
3M CO
-$1.4M
88,828
+2%
减持
SQ
BLOCK INC
-$1.4M
18,497
-2%
减持
HVT
HAVERTY FURNITURE COS INC
-$1.4M
18,450
-72%
减持
—
SPLUNK INC
-$1.3M
21,184
-2%
减持
PINS
PINTEREST INC
-$1.3M
135,551
-12%
减持
UI
UBIQUITI INC
-$1.2M
25,516
-2%
增持
PEP
PEPSICO INC
+$1.2M
270,495
+3%
清仓
—
PROFESSIONAL HLDG CORP
-$1.2M
0
-100%
增持
RIO
RIO TINTO PLC
-$1.2M
95,479
+9%
增持
HON
HONEYWELL INTL INC
-$1.2M
59,520
+0%
减持
IWR
ISHARES TR
-$1.2M
86,802
-0%
增持
SNAP
SNAP INC
-$1.2M
52,073
+2%
增持
CVS
CVS HEALTH CORP
-$1.1M
143,436
+1%
增持
KMB
KIMBERLY-CLARK CORP
+$1.1M
54,344
+6%
增持
KMI
KINDER MORGAN INC DEL
+$1.1M
251,637
+52%
减持
BWA
BORGWARNER INC
-$1.1M
81,860
-16%
减持
VOO
VANGUARD INDEX FDS
-$996.0K
12,269
-3%
减持
NUE
NUCOR CORP
-$983.0K
21,867
-1%
增持
—
PIONEER NAT RES CO
+$947.0K
8,405
+126%
增持
EXE
CHESAPEAKE ENERGY CORP
+$944.0K
12,030
+3196%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$933.0K
52,348
-10%
减持
CI
CIGNA CORP NEW
-$929.0K
307
-93%
减持
EW
EDWARDS LIFESCIENCES CORP
-$907.0K
8,302
-42%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$899.0K
15,839
+1%
增持
CNC
CENTENE CORP DEL
+$894.0K
43,244
+32%
增持
COST
COSTCO WHSL CORP NEW
+$894.0K
12,717
+41%
减持
MGA
MAGNA INTL INC
-$890.0K
37,465
-18%
增持
—
DISCOVER FINL SVCS
-$877.0K
66,215
+2%
增持
SBNY
SIGNATURE BK NEW YORK N Y
-$844.0K
15,330
+25%
增持
GRBK
GREEN BRICK PARTNERS INC
+$801.0K
846,883
+6%
减持
XLK
SELECT SECTOR SPDR TR
-$792.0K
6,900
-34%
减持
AKTSQ
AKOUSTIS TECHNOLOGIES INC
-$766.0K
71,800
-55%
减持
MLM
MARTIN MARIETTA MATLS INC
-$755.0K
8,696
-0%
增持
TSLA
TESLA INC
+$737.0K
1,515
+476%
增持
PG
PROCTER AND GAMBLE CO
-$730.0K
95,499
+1%
增持
GT
GOODYEAR TIRE & RUBR CO
+$726.0K
215,730
+95%
减持
STZ
CONSTELLATION BRANDS INC
-$711.0K
35,870
-9%
减持
GE
GENERAL ELECTRIC CO
-$708.0K
23,526
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$704.0K
89,400
+5%
减持
IWM
ISHARES TR
-$674.0K
14,564
-5%
增持
BCPC
BALCHEM CORP
-$639.0K
91,845
+0%
减持
IVE
ISHARES TR
-$631.0K
9,620
-23%
增持
EOG
EOG RES INC
+$618.0K
7,181
+390%
减持
—
KELLOGG CO
-$590.0K
1,337
-87%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$583.0K
37,173
+23%
减持
KRE
SPDR SER TR
-$580.0K
21,825
-19%
减持
XLV
SELECT SECTOR SPDR TR
-$528.0K
20,230
-11%
增持
—
ACCENTURE PLC IRELAND
-$518.0K
77,084
+19%
清仓
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
-$512.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$510.0K
479,548
+34%
增持
FRPH
FRP HLDGS INC
+$510.0K
59,879
+12%
增持
NGVT
INGEVITY CORP
+$509.0K
72,707
+14%
减持
DY
DYCOM INDS INC
-$500.0K
31,216
-13%
增持
APA
APA CORPORATION
+$499.0K
20,280
+300%
增持
MO
ALTRIA GROUP INC
-$498.0K
51,457
+0%
减持
—
SVB FINANCIAL GROUP
-$484.0K
2,885
-1%
增持
ABT
ABBOTT LABS
-$482.0K
73,873
+3%
增持
SYK
STRYKER CORPORATION
-$472.0K
7,089
+0%
减持
C
CITIGROUP INC
-$472.0K
62,591
-0%
减持
ET
ENERGY TRANSFER L P
-$469.0K
380,274
-0%
增持
JNJ
JOHNSON & JOHNSON
+$463.0K
165,209
+1%
减持
CPNG
COUPANG INC
-$459.0K
39,265
-28%
减持
SMPL
SIMPLY GOOD FOODS CO
-$442.0K
16,500
-41%
增持
NKE
NIKE INC
-$438.0K
15,170
+3%
增持
SON
SONOCO PRODS CO
-$434.0K
91,389
+1%
增持
EMR
EMERSON ELEC CO
-$434.0K
24,107
+1%
增持
ROP
ROPER TECHNOLOGIES INC
+$425.0K
14,102
+30%
增持
FLO
FLOWERS FOODS INC
+$419.0K
295,846
+3%
减持
VUG
VANGUARD INDEX FDS
-$417.0K
5,938
-2%
建仓
WBD
WARNER BROS DISCOVERY INC
+$417.0K
31,096
减持
MELI
MERCADOLIBRE INC
-$411.0K
587
-11%
减持
VHT
VANGUARD WORLD FDS
-$402.0K
1,119
-57%
增持
HD
HOME DEPOT INC
-$393.0K
19,307
+2%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$391.0K
79,000
+17%
减持
WELL
WELLTOWER INC
-$388.0K
231
-95%
减持
COIN
COINBASE GLOBAL INC
-$383.0K
1,968
-22%
减持
QQQ
INVESCO QQQ TR
-$382.0K
4,468
-1%
增持
IVV
ISHARES TR
-$378.0K
8,986
+8%
减持
WSM
WILLIAMS SONOMA INC
-$376.0K
10,741
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$373.0K
61,247
+14%
减持
XLU
SELECT SECTOR SPDR TR
-$369.0K
10,031
-30%
减持
LQD
ISHARES TR
-$365.0K
571
-84%
减持
PFF
ISHARES TR
-$358.0K
75,945
-3%
增持
XOP
SPDR SER TR
+$348.0K
20,519
+31%
增持
—
TRANE TECHNOLOGIES PLC
-$345.0K
15,302
+0%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$333.0K
5,191
+2562%
减持
FXI
ISHARES TR
-$314.0K
1,725
-85%
增持
NEE
NEXTERA ENERGY INC
-$313.0K
56,943
+2%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$304.0K
207,679
+5%
