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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 8
增持 67
减持 73
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$36.9M
1,041,160
+0%
减持
NVDA
NVIDIA CORPORATION
+$25.2M
191,163
-0%
增持
MSFT
MICROSOFT CORP
+$20.9M
406,660
+1%
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
META
META PLATFORMS INC
+$15.9M
163,476
+5%
增持
AMZN
AMAZON COM INC
+$9.4M
456,653
+2%
减持
GRBK
GREEN BRICK PARTNERS INC
+$8.8M
836,689
-1%
减持
GOOG
ALPHABET INC
+$7.4M
486,475
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$5.9M
16,583
+148%
增持
BAC
BANK AMERICA CORP
-$5.3M
1,220,969
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$4.7M
1,440,102
+24%
增持
PFE
PFIZER INC
-$4.6M
452,348
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$4.1M
120,200
+2%
减持
TFC
TRUIST FINL CORP
-$3.9M
371,783
-3%
减持
QCOM
QUALCOMM INC
+$3.9M
225,025
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.8M
89,037
+46%
减持
GOOGL
ALPHABET INC
+$3.8M
253,489
-1%
减持
MU
MICRON TECHNOLOGY INC
+$3.7M
396,552
-2%
减持
AVTR
AVANTOR INC
-$3.4M
815
-99%
减持
LEN
LENNAR CORP
+$3.3M
266,890
-2%
减持
GT
GOODYEAR TIRE & RUBR CO
-$3.1M
1,440
-100%
建仓
—
SURMODICS INC
+$2.9M
128,475
减持
CVS
CVS HEALTH CORP
-$2.9M
135,798
-2%
增持
NEM
NEWMONT CORP
+$2.8M
56,847
+28324%
增持
JNJ
JOHNSON & JOHNSON
-$2.7M
175,473
+4%
增持
TROW
PRICE T ROWE GROUP INC
+$2.7M
70,167
+46%
减持
CNC
CENTENE CORP DEL
-$2.6M
21,658
-55%
增持
ARCC
ARES CAPITAL CORP
+$2.3M
197,490
+189%
增持
CAT
CATERPILLAR INC
+$2.2M
46,262
+32%
增持
ENVX
ENOVIX CORPORATION
+$2.1M
228,550
+119%
增持
DIS
DISNEY WALT CO
+$2.1M
113,240
+6%
减持
XOP
SPDR SER TR
-$2.0M
7,230
-66%
减持
LOB
LIVE OAK BANCSHARES INC
-$2.0M
304,741
-2%
减持
—
WESTROCK CO
-$2.0M
417,562
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.9M
30,280
-1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.9M
24,676
+74%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.9M
165,387
-4%
减持
CRM
SALESFORCE INC
-$1.8M
1,623
-90%
减持
ABNB
AIRBNB INC
+$1.8M
52,368
-5%
减持
FCNCA
FIRST CTZNS BANCSHARES INC N
-$1.8M
115
-95%
增持
NUE
NUCOR CORP
+$1.7M
32,920
+29%
增持
MGK
VANGUARD WORLD FD
+$1.7M
50,171
+1%
减持
HON
HONEYWELL INTL INC
-$1.7M
65,042
-1%
减持
LLY
LILLY ELI & CO
-$1.6M
57,202
-2%
减持
MMM
3M CO
-$1.6M
87,548
-2%
减持
LOW
LOWES COS INC
+$1.6M
3,449,525
-0%
减持
MRK
MERCK & CO INC
-$1.5M
236,440
-2%
增持
TXN
TEXAS INSTRS INC
+$1.4M
8,055
+2083%
减持
CSCO
CISCO SYS INC
+$1.4M
361,568
-2%
减持
INTC
INTEL CORP
+$1.4M
227,665
-0%
减持
—
ACCENTURE PLC IRELAND
+$1.4M
82,200
-1%
减持
CASS
CASS INFORMATION SYS INC
-$1.4M
57,219
-32%
增持
HD
HOME DEPOT INC
+$1.3M
26,733
+29%
增持
MDLZ
MONDELEZ INTL INC
+$1.3M
92,409
+19%
增持
CNI
CANADIAN NATL RY CO
+$1.3M
11,319
+1506%
减持
KBH
KB HOME
+$1.2M
180,095
-6%
减持
CSX
CSX CORP
-$1.1M
20,530
-63%
减持
HRI
HERC HLDGS INC
-$1.1M
1,050
-89%
增持
FDX
FEDEX CORP
+$1.1M
17,405
+5%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.1M
291,210
+1%
增持
WSM
WILLIAMS SONOMA INC
+$1.1M
15,465
+115%
减持
SWK
STANLEY BLACK & DECKER INC
-$990.3K
300
-98%
增持
PG
PROCTER AND GAMBLE CO
+$977.6K
104,449
+9%
减持
SYK
STRYKER CORPORATION
-$973.7K
2,839
-61%
增持
MS
MORGAN STANLEY
+$949.7K
22,574
+86%
减持
ENPH
ENPHASE ENERGY INC
-$935.4K
50
-99%
增持
ABBV
ABBVIE INC
+$932.5K
124,346
+6%
减持
EXE
CHESAPEAKE ENERGY CORP
-$923.1K
4,087
-69%
减持
CCI
CROWN CASTLE INC
-$893.7K
1,334
-83%
减持
C
CITIGROUP INC
-$848.3K
54,093
-28%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$804.3K
27,632
+3%
增持
KMB
KIMBERLY-CLARK CORP
+$798.5K
62,172
+12%
减持
V
VISA INC
+$782.5K
55,794
-2%
减持
NU
NU HLDGS LTD
+$739.9K
1,267,750
-3%
增持
CL
COLGATE PALMOLIVE CO
+$726.4K
83,914
+18%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$713.4K
129,925
+126%
增持
SPY
SPDR S&P 500 ETF TR
+$694.0K
25,363
+0%
减持
—
TOTALENERGIES SE
-$676.8K
109,253
-5%
增持
SCHF
SCHWAB STRATEGIC TR
+$676.2K
116,191
+11%
减持
MCD
MCDONALDS CORP
+$667.7K
43,918
-0%
减持
FLO
FLOWERS FOODS INC
-$630.7K
243,421
-4%
增持
PEP
PEPSICO INC
+$623.0K
281,067
+1%
增持
GLW
CORNING INC
+$617.9K
20,022
+623%
增持
DUK
DUKE ENERGY CORP NEW
+$604.5K
41,721
+26%
增持
NEE
NEXTERA ENERGY INC
+$598.6K
69,047
+22%
减持
CVX
CHEVRON CORP NEW
-$597.3K
32,437
-1%
减持
STZ
CONSTELLATION BRANDS INC
-$595.5K
36,090
-4%
减持
UNF
UNIFIRST CORP MASS
-$583.1K
9,500
-19%
增持
GS
GOLDMAN SACHS GROUP INC
+$571.9K
7,397
+37%
清仓
—
SVB FINANCIAL GROUP
-$551.2K
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
+$548.0K
124,901
-5%
减持
BABA
ALIBABA GROUP HLDG LTD
+$537.9K
40,459
-1%
增持
VO
VANGUARD INDEX FDS
+$523.6K
64,524
+0%
增持
TSLA
TESLA INC
+$521.7K
5,935
+3%
增持
VB
VANGUARD INDEX FDS
+$516.9K
67,362
+1%
清仓
—
LINDE PLC
-$509.5K
0
-100%
减持
HIW
HIGHWOODS PPTYS INC
-$501.9K
4,284
-80%
增持
—
EXXON MOBIL CORP
+$492.7K
79,342
+7%
减持
SHOP
SHOPIFY INC
-$486.2K
6,185
-73%
建仓
—
LINDE PLC
+$484.1K
1,362
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$483.1K
108,998
+11%
减持
BWA
BORGWARNER INC
+$474.2K
64,990
-4%
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$455.9K
4,958
增持
CARR
CARRIER GLOBAL CORPORATION
+$429.3K
22,966
+53%
增持
NFLX
NETFLIX INC
+$422.5K
1,327
+988%
减持
—
SOUTHSTATE CORPORATION
-$418.4K
9,550
-34%
增持
ISRG
INTUITIVE SURGICAL INC
-$410.6K
56,946
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$409.6K
205,991
+1%
增持
—
DUPONT DE NEMOURS INC
+$403.1K
8,172
+206%
减持
BSX
BOSTON SCIENTIFIC CORP
+$388.6K
189,337
-4%
增持
ABBNY
ABB LTD
+$383.7K
12,196
+942%
减持
HUN
HUNTSMAN CORP
-$382.8K
309,136
-4%
增持
IWB
ISHARES TR
+$379.5K
2,215
+291%
增持
WM
WASTE MGMT INC DEL
+$379.1K
20,387
+9%
增持
OTIS
OTIS WORLDWIDE CORP
+$374.2K
10,717
+58%
减持
KO
COCA COLA CO
-$372.8K
114,327
-3%
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$370.7K
16,875
增持
IVV
ISHARES TR
+$347.5K
9,166
+3%
增持
EFA
ISHARES TR
+$328.7K
12,311
+46%
减持
HUBB
HUBBELL INC
-$325.2K
7,839
-18%
增持
VOO
VANGUARD INDEX FDS
+$324.7K
13,088
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$314.4K
66,244
+15%
增持
ROP
ROPER TECHNOLOGIES INC
+$312.6K
19,262
+2%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$312.1K
3,805
减持
PSX
PHILLIPS 66
-$308.2K
48,573
-3%
减持
SO
SOUTHERN CO
-$306.1K
19,881
-16%
增持
SCHW
SCHWAB CHARLES CORP
-$294.7K
12,373
+9%
减持
VDE
VANGUARD WORLD FDS
-$293.5K
21,677
-5%
建仓
—
BROOKFIELD RENEWABLE PARTNER
+$291.8K
9,262
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$291.6K
1,860
减持
NSC
NORFOLK SOUTHN CORP
-$279.2K
4,353
-11%
减持
TBLL
INVESCO EXCH TRADED FD TR II
-$277.8K
7,270
-27%
减持
DY
DYCOM INDS INC
-$274.5K
23,050
-11%
减持
PINS
PINTEREST INC
+$252.7K
86,734
-0%
减持
SCHM
SCHWAB STRATEGIC TR
-$251.6K
259,629
-5%
减持
QQQ
INVESCO QQQ TR
+$250.4K
5,725
-4%
增持
—
TRANE TECHNOLOGIES PLC
+$249.8K
15,338
+0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$243.7K
52,811
+10%
增持
DNA
GINKGO BIOWORKS HOLDINGS INC
+$237.1K
1,416,900
+45%
减持
D
DOMINION ENERGY INC
-$225.2K
6,752
-31%
减持
UI
UBIQUITI INC
-$219.5K
22,987
-3%
增持
ABT
ABBOTT LABS
+$219.3K
82,725
+11%
减持
TM
TOYOTA MOTOR CORP
-$213.6K
7,110
-20%
减持
NOW
SERVICENOW INC
+$203.0K
3,290
-4%
减持
COP
CONOCOPHILLIPS
-$201.6K
5,953
-11%
减持
XLK
SELECT SECTOR SPDR TR
+$193.7K
7,384
-0%
减持
VTRS
VIATRIS INC
-$193.5K
119,863
-1%
减持
IT
GARTNER INC
-$192.8K
4,325
-9%
增持
WBD
WARNER BROS DISCOVERY INC
+$191.0K
32,676
+2%
增持
—
ASML HOLDING N V
+$189.1K
537
+66%
建仓
—
BROOKFIELD RENEWABLE CORP
+$187.8K
5,374
