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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 1
增持 75
减持 68
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
LOW
LOWES COS INC
+$73.6M
3,463,854
+5%
增持
MSFT
MICROSOFT CORP
-$9.4M
398,300
+0%
增持
GOOG
ALPHABET INC
-$6.5M
482,584
+1896%
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
CSCO
CISCO SYS INC
-$5.4M
375,828
-22%
减持
—
TRITON INTL LTD
-$4.9M
13,213
-88%
增持
NVDA
NVIDIA CORPORATION
-$4.1M
188,544
+6%
增持
—
WESTROCK CO
-$3.7M
423,012
+1%
增持
AMZN
AMAZON COM INC
+$3.5M
452,769
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.4M
1,129,283
+76%
增持
NU
NU HLDGS LTD
+$3.3M
1,106,110
+171%
增持
QCOM
QUALCOMM INC
-$3.2M
225,448
+1%
减持
INTC
INTEL CORP
-$3.1M
235,493
-4%
增持
GOOGL
ALPHABET INC
-$3.1M
256,098
+1926%
增持
DNA
GINKGO BIOWORKS HOLDINGS INC
+$2.8M
958,455
+867%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$2.7M
2,192
-96%
减持
SBNY
SIGNATURE BK NEW YORK N Y
-$2.7M
435
-97%
清仓
NTES
NETEASE INC
-$2.6M
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$2.4M
214,083
+3%
增持
PYPL
PAYPAL HLDGS INC
+$2.4M
108,334
+9%
减持
GM
GENERAL MTRS CO
-$2.4M
23,672
-76%
增持
PFE
PFIZER INC
-$2.3M
459,523
+7%
减持
ABBV
ABBVIE INC
-$2.2M
115,224
-0%
增持
COST
COSTCO WHSL CORP NEW
+$2.1M
17,431
+37%
增持
META
META PLATFORMS INC
+$2.1M
157,026
+32%
增持
ABNB
AIRBNB INC
+$2.1M
54,548
+33%
增持
JNJ
JOHNSON & JOHNSON
-$2.0M
167,142
+1%
增持
AVTR
AVANTOR INC
-$1.9M
226,273
+11%
增持
TXT
TEXTRON INC
+$1.9M
59,735
+129%
减持
TFC
TRUIST FINL CORP
-$1.7M
383,786
-1%
增持
BABA
ALIBABA GROUP HLDG LTD
-$1.7M
50,579
+1%
增持
MMM
3M CO
-$1.6M
89,162
+0%
增持
PG
PROCTER AND GAMBLE CO
-$1.6M
96,007
+1%
减持
MRK
MERCK & CO INC
-$1.4M
237,395
-1%
增持
KMI
KINDER MORGAN INC DEL
+$1.4M
337,949
+34%
增持
LOB
LIVE OAK BANCSHARES INC
+$1.4M
335,665
+28%
建仓
TBLL
INVESCO EXCH TRADED FD TR II
+$1.3M
11,975
减持
—
DISCOVER FINL SVCS
-$1.2M
55,292
-16%
增持
AMD
ADVANCED MICRO DEVICES INC
-$1.2M
118,219
+4%
减持
GRBK
GREEN BRICK PARTNERS INC
+$1.2M
832,654
-2%
增持
LEN
LENNAR CORP
+$1.2M
277,429
+0%
增持
KMB
KIMBERLY-CLARK CORP
-$1.2M
54,621
+1%
增持
LLY
LILLY ELI & CO
+$1.2M
56,502
+7%
增持
ROP
ROPER TECHNOLOGIES INC
+$1.2M
18,677
+32%
减持
T
AT&T INC
-$1.1M
67,071
-35%
减持
V
VISA INC
-$1.1M
50,407
-2%
增持
GT
GOODYEAR TIRE & RUBR CO
+$1.1M
341,320
+58%
增持
ENPH
ENPHASE ENERGY INC
+$1.0M
3,630
+24100%
增持
FDX
FEDEX CORP
-$1.0M
16,604
+9%
增持
JPM
JPMORGAN CHASE & CO
-$951.0K
214,411
+3%
减持
UI
UBIQUITI INC
+$934.0K
24,755
-3%
减持
ABT
ABBOTT LABS
-$909.0K
73,554
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$893.0K
58,343
-5%
减持
SYY
SYSCO CORP
-$822.0K
50,900
-2%
减持
MCD
MCDONALDS CORP
-$790.0K
42,709
-1%
减持
KO
COCA COLA CO
-$779.0K
110,178
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$775.0K
169,106
+1%
减持
WMT
WALMART INC
-$774.0K
116,319
-11%
减持
CL
COLGATE PALMOLIVE CO
-$759.0K
70,538
-1%
增持
CASS
CASS INFORMATION SYS INC
+$716.0K
83,714
+29%
增持
BSX
BOSTON SCIENTIFIC CORP
+$710.0K
195,425
+6%
减持
EOG
EOG RES INC
-$705.0K
791
-89%
减持
LMT
LOCKHEED MARTIN CORP
-$677.0K
725
-67%
减持
SCHM
SCHWAB STRATEGIC TR
-$670.0K
271,708
-0%
减持
APA
APA CORPORATION
-$662.0K
1,354
-93%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$650.0K
48,007
+29%
增持
MRVL
MARVELL TECHNOLOGY INC
+$648.0K
125,358
+15%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$647.0K
10,917
+744%
减持
MGA
MAGNA INTL INC
-$618.0K
30,338
-19%
增持
PEP
PEPSICO INC
-$607.0K
272,410
+1%
增持
BAC
BK OF AMERICA CORP
-$592.0K
1,202,990
+1%
增持
SWK
STANLEY BLACK & DECKER INC
+$586.0K
11,000
+378%
减持
—
NEW YORK CMNTY BANCORP INC
-$584.0K
725
-99%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$572.0K
89,396
-0%
增持
AMLP
ALPS ETF TR
+$568.0K
40,540
+53%
增持
WSM
WILLIAMS SONOMA INC
+$566.0K
14,916
+39%
减持
CAT
CATERPILLAR INC
-$540.0K
34,605
-1%
增持
CVS
CVS HEALTH CORP
+$529.0K
144,909
+1%
增持
PSX
PHILLIPS 66
+$516.0K
48,124
+17%
增持
MU
MICRON TECHNOLOGY INC
-$515.0K
421,948
+8%
减持
MPC
MARATHON PETE CORP
-$511.0K
3,788
-65%
减持
FISV
FISERV INC
-$510.0K
3,998
-60%
增持
TSLA
TESLA INC
+$508.0K
5,762
+280%
减持
—
SPLUNK INC
-$499.0K
18,279
-14%
增持
HUN
HUNTSMAN CORP
-$495.0K
318,161
+9%
减持
FLO
FLOWERS FOODS INC
-$486.0K
295,721
-0%
减持
REGN
REGENERON PHARMACEUTICALS
-$483.0K
220
-80%
减持
BIDU
BAIDU INC
-$483.0K
1,135
-73%
增持
PM
PHILIP MORRIS INTL INC
-$480.0K
31,166
+0%
减持
SCHF
SCHWAB STRATEGIC TR
-$474.0K
120,003
-2%
增持
MDLZ
MONDELEZ INTL INC
-$468.0K
74,850
+2%
增持
PFF
ISHARES TR
+$450.0K
93,053
+23%
增持
DUK
DUKE ENERGY CORP NEW
-$443.0K
33,341
+1%
减持
—
TRINSEO PLC
-$442.0K
20,600
-3%
减持
IJH
ISHARES TR
-$437.0K
4,914
-27%
增持
WM
WASTE MGMT INC DEL
+$433.0K
18,553
+12%
减持
CCI
CROWN CASTLE INC
-$432.0K
8,463
-14%
增持
KBH
KB HOME
-$431.0K
200,300
+1%
减持
LNC
LINCOLN NATL CORP IND
-$428.0K
91,454
-4%
减持
CPNG
COUPANG INC
-$426.0K
4,475
-89%
减持
HVT
HAVERTY FURNITURE COS INC
-$423.0K
200
-99%
减持
PINS
PINTEREST INC
-$401.0K
88,459
-35%
增持
ENVX
ENOVIX CORPORATION
+$389.0K
21,900
+1360%
减持
ET
ENERGY TRANSFER L P
+$388.0K
379,274
-0%
增持
—
TOTALENERGIES SE
-$386.0K
104,978
+5%
减持
GXC
SPDR INDEX SHS FDS
-$386.0K
14,869
-5%
增持
C
CITIGROUP INC
+$377.0K
78,130
+25%
增持
CVX
CHEVRON CORP NEW
+$373.0K
31,909
+10%
减持
FRPH
FRP HLDGS INC
-$367.0K
59,729
-0%
减持
MELI
MERCADOLIBRE INC
-$365.0K
11
-98%
增持
HD
HOME DEPOT INC
+$353.0K
20,469
+6%
减持
NKE
NIKE INC
-$339.0K
14,571
-4%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$339.0K
8,015
-36%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$336.0K
57,025
+13%
减持
TM
TOYOTA MOTOR CORP
-$335.0K
9,354
-7%
增持
SPY
SPDR S&P 500 ETF TR
-$329.0K
25,109
+2%
减持
SCHA
SCHWAB STRATEGIC TR
-$328.0K
171,217
-2%
清仓
FFIV
F5 INC
-$328.0K
0
-100%
增持
VUSB
VANGUARD BD INDEX FDS
+$328.0K
92,902
+8%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$328.0K
391
-92%
增持
STZ
CONSTELLATION BRANDS INC
+$321.0K
37,797
+5%
增持
RIO
RIO TINTO PLC
+$321.0K
111,611
+17%
减持
MTCH
MATCH GROUP INC NEW
-$316.0K
117
-97%
减持
GE
GENERAL ELECTRIC CO
-$314.0K
19,122
-19%
减持
BWA
BORGWARNER INC
-$313.0K
77,045
-6%
增持
VO
VANGUARD INDEX FDS
-$293.0K
61,440
+2%
清仓
—
GSK PLC
-$287.0K
0
-100%
减持
IVV
ISHARES TR
-$277.0K
8,728
-3%
增持
VDE
VANGUARD WORLD FDS
+$268.0K
21,684
+10%
减持
SPG
SIMON PPTY GROUP INC NEW
-$262.0K
318
-90%
减持
DY
DYCOM INDS INC
-$261.0K
27,670
-11%
清仓
NTAP
NETAPP INC
-$261.0K
0
-100%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
-$256.0K
82,395
+4%
增持
EXE
CHESAPEAKE ENERGY CORP
+$256.0K
13,075
+9%
增持
SCHX
SCHWAB STRATEGIC TR
-$254.0K
276,962
+3%
增持
HON
HONEYWELL INTL INC
+$239.0K
63,387
+6%
减持
IWR
ISHARES TR
-$237.0K
86,502
-0%
减持
SNAP
SNAP INC
-$235.0K
45,770
-12%
减持
WBD
WARNER BROS DISCOVERY INC
-$232.0K
16,074
-48%
减持
AKTSQ
AKOUSTIS TECHNOLOGIES INC
-$227.0K
13,075
-82%
减持
EFAV
ISHARES TR
-$227.0K
3,026
-52%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$220.0K
2,051
-4%
增持
VOE
VANGUARD INDEX FDS
+$218.0K
2,950
+171%
减持
VNQ
VANGUARD INDEX FDS
-$217.0K
15,357
-3%
减持
SMPL
SIMPLY GOOD FOODS CO
-$214.0K
12,775
-23%
减持
AAPL
APPLE INC
-$210.0K
1,047,281
-1%
清仓
OKTA
OKTA INC
-$210.0K
0
-100%
增持
CRM
SALESFORCE INC
-$210.0K
25,753
+9%
减持
IEF
ISHARES TR
-$207.0K
2,007
-49%
增持
XOP
SPDR SER TR
+$204.0K
21,299
+4%
清仓
—
CORE LABORATORIES N V
-$198.0K
0
-100%
