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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 2
增持 69
减持 74
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
LOW
LOWES COS INC
+$89.0M
3,450,745
+0%
减持
AAPL
APPLE INC
+$28.2M
1,030,263
-1%
减持
NVDA
NVIDIA CORPORATION
+$24.0M
182,375
-5%
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
MSFT
MICROSOFT CORP
+$20.1M
403,267
-1%
减持
QCOM
QUALCOMM INC
-$15.3M
112,352
-50%
减持
GRBK
GREEN BRICK PARTNERS INC
+$15.1M
782,006
-7%
增持
AMZN
AMAZON COM INC
+$12.9M
460,880
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$11.9M
1,566,862
+9%
减持
META
META PLATFORMS INC
+$11.8M
161,813
-1%
增持
GOOG
ALPHABET INC
+$8.8M
490,844
+1%
减持
LLY
LILLY ELI & CO
+$7.2M
57,167
-0%
增持
NU
NU HLDGS LTD
+$6.0M
1,521,150
+20%
减持
MRVL
MARVELL TECHNOLOGY INC
-$5.3M
1,860
-99%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.2M
164,887
-0%
减持
LEN
LENNAR CORP
+$4.9M
262,764
-2%
减持
ISRG
INTUITIVE SURGICAL INC
+$4.8M
56,680
-0%
增持
GOOGL
ALPHABET INC
+$4.8M
259,863
+3%
增持
TSLA
TESLA INC
+$4.8M
22,960
+287%
增持
TROW
PRICE T ROWE GROUP INC
+$4.4M
110,335
+57%
减持
HUN
HUNTSMAN CORP
-$4.4M
151,324
-51%
减持
ABBV
ABBVIE INC
-$3.2M
123,586
-1%
减持
LOB
LIVE OAK BANCSHARES INC
-$3.1M
163,605
-46%
减持
JPM
JPMORGAN CHASE & CO
+$3.0M
221,733
-1%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$2.9M
308,105
+137%
减持
PYPL
PAYPAL HLDGS INC
-$2.4M
73,899
-24%
减持
PFE
PFIZER INC
-$2.3M
441,171
-2%
增持
MRK
MERCK & CO INC
+$2.2M
237,452
+0%
减持
STZ
CONSTELLATION BRANDS INC
-$2.2M
24,014
-33%
减持
UI
UBIQUITI INC
-$2.2M
22,947
-0%
减持
BABA
ALIBABA GROUP HLDG LTD
-$2.2M
23,217
-43%
减持
DIS
DISNEY WALT CO
-$2.1M
103,021
-9%
增持
—
ACCENTURE PLC IRELAND
+$2.1M
83,012
+1%
增持
JNJ
JOHNSON & JOHNSON
+$2.1M
176,999
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.0M
121,290
+1%
增持
MGK
VANGUARD WORLD FD
+$2.0M
52,057
+4%
减持
KBH
KB HOME
+$1.6M
170,955
-5%
增持
COST
COSTCO WHSL CORP NEW
+$1.6M
20,572
+8%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.6M
298,685
+3%
增持
HON
HONEYWELL INTL INC
+$1.5M
67,311
+3%
增持
ABNB
AIRBNB INC
+$1.3M
61,265
+17%
减持
CNC
CENTENE CORP DEL
-$1.3M
714
-97%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.3M
94,449
+6%
减持
CASS
CASS INFORMATION SYS INC
-$1.2M
31,944
-44%
增持
ARCC
ARES CAPITAL CORP
+$1.2M
255,452
+29%
增持
ENVX
ENOVIX CORPORATION
+$1.2M
254,615
+11%
增持
—
SURMODICS INC
+$1.1M
129,990
+1%
增持
ROP
ROPER TECHNOLOGIES INC
+$1.1M
20,021
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
25,907
+2%
增持
V
VISA INC
+$1.1M
57,603
+3%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$1.1M
9,906
+6250%
增持
DNA
GINKGO BIOWORKS HOLDINGS INC
+$1.1M
1,586,200
+12%
减持
IHI
ISHARES TR
-$973.7K
3,673
-83%
增持
TFC
TRUIST FINL CORP
-$971.4K
385,715
+4%
减持
WMT
WALMART INC
+$938.3K
111,455
-1%
增持
VB
VANGUARD INDEX FDS
+$937.6K
68,916
+2%
建仓
SPSM
SPDR SER TR
+$923.8K
23,784
增持
VO
VANGUARD INDEX FDS
+$905.3K
65,928
+2%
清仓
—
SPDR SER TR
-$899.1K
0
-100%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$890.3K
79,045
+0%
增持
CAT
CATERPILLAR INC
+$883.0K
46,615
+1%
增持
NOC
NORTHROP GRUMMAN CORP
+$861.6K
2,336
+431%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$843.3K
104,947
-4%
增持
MCD
MCDONALDS CORP
+$834.6K
43,948
+0%
减持
SCHM
SCHWAB STRATEGIC TR
+$822.9K
259,590
-0%
减持
MLM
MARTIN MARIETTA MATLS INC
+$816.2K
8,254
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$801.7K
25,579
+107%
增持
VOO
VANGUARD INDEX FDS
+$797.6K
13,989
+7%
减持
PM
PHILIP MORRIS INTL INC
-$795.7K
23,437
-26%
增持
BSX
BOSTON SCIENTIFIC CORP
+$770.1K
189,362
+0%
减持
—
DISCOVER FINL SVCS
+$769.2K
54,104
-4%
增持
HRI
HERC HLDGS INC
+$766.5K
6,475
+517%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$746.5K
28,144
+14%
减持
FLO
FLOWERS FOODS INC
-$742.0K
238,351
-2%
增持
ABT
ABBOTT LABS
+$728.5K
83,519
+1%
减持
CVS
CVS HEALTH CORP
-$709.7K
135,707
-0%
减持
IQV
IQVIA HLDGS INC
-$697.4K
548
-87%
增持
UNH
UNITEDHEALTH GROUP INC
+$696.6K
31,222
+3%
清仓
COWZ
PACER FDS TR
-$685.6K
0
-100%
减持
PEP
PEPSICO INC
+$678.6K
280,300
-0%
减持
HUBB
HUBBELL INC
+$669.2K
7,771
-1%
减持
EMR
EMERSON ELEC CO
-$666.7K
14,061
-37%
减持
—
WESTROCK CO
-$642.7K
415,562
-0%
增持
NGVT
INGEVITY CORP
-$622.4K
78,707
+8%
清仓
—
CLEARWATER ANALYTICS HLDGS I
-$584.9K
0
-100%
增持
RIO
RIO TINTO PLC
-$575.3K
114,047
+3%
减持
SQ
BLOCK INC
-$574.7K
8,266
-50%
减持
MU
MICRON TECHNOLOGY INC
+$522.3K
387,422
-2%
增持
HD
HOME DEPOT INC
+$505.3K
27,024
+1%
增持
NFLX
NETFLIX INC
+$504.9K
2,187
+65%
增持
IVV
ISHARES TR
+$484.1K
9,540
+4%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$476.9K
9,712
+155%
减持
KRE
SPDR SER TR
-$474.4K
11,825
-46%
增持
NOW
SERVICENOW INC
+$461.0K
3,541
+8%
减持
BAC
BANK AMERICA CORP
-$450.2K
1,201,446
-2%
减持
XOP
SPDR SER TR
-$444.5K
3,710
-49%
减持
DY
DYCOM INDS INC
+$431.5K
22,790
-1%
减持
CSCO
CISCO SYS INC
-$425.7K
357,079
-1%
增持
MDLZ
MONDELEZ INTL INC
+$424.8K
94,146
+2%
清仓
ABBNY
ABB LTD
-$419.4K
0
-100%
增持
FDX
FEDEX CORP
+$416.3K
17,712
+2%
减持
TBLL
INVESCO EXCH TRADED FD TR II
-$393.8K
3,540
-51%
减持
ILMN
ILLUMINA INC
-$383.9K
3,194
-24%
增持
QQQ
INVESCO QQQ TR
+$380.9K
6,001
+5%
减持
KMI
KINDER MORGAN INC DEL
-$350.1K
332,045
-4%
减持
BCPC
BALCHEM CORP
+$344.0K
86,845
-3%
增持
MMM
3M CO
-$340.6K
88,536
+1%
减持
INTC
INTEL CORP
-$319.2K
212,877
-6%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$317.9K
46,661
-12%
增持
IRM
IRON MTN INC DEL
+$311.7K
72,339
+1%
减持
MGA
MAGNA INTL INC
-$302.5K
12,065
-34%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$294.8K
18,549
+5%
减持
—
TRITON INTL LTD
-$289.8K
53
-99%
减持
DUK
DUKE ENERGY CORP NEW
-$289.3K
41,627
-0%
减持
ORCL
ORACLE CORP
+$281.6K
13,520
-5%
减持
CVX
CHEVRON CORP NEW
-$280.7K
31,851
-2%
增持
WM
WASTE MGMT INC DEL
+$276.4K
20,776
+2%
减持
CPRT
COPART INC
+$274.7K
17,970
-1%
减持
SHOP
SHOPIFY INC
-$269.4K
420
-93%
增持
XLK
SELECT SECTOR SPDR TR
+$259.7K
7,907
+7%
建仓
PULS
PGIM ETF TR
+$254.0K
5,141
增持
KMB
KIMBERLY-CLARK CORP
+$251.5K
62,202
+0%
增持
NEM
NEWMONT CORP
-$240.0K
59,697
+5%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$238.6K
31,607
+14%
减持
GM
GENERAL MTRS CO
-$237.5K
13,838
-34%
减持
T
AT&T INC
-$235.5K
67,636
-1%
减持
NKE
NIKE INC
-$219.1K
14,126
-3%
减持
IWR
ISHARES TR
+$216.8K
85,455
-1%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$215.1K
2,150
-1%
减持
KO
COCA COLA CO
-$214.6K
114,203
-0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$214.4K
223,198
-1%
增持
COF
CAPITAL ONE FINL CORP
+$206.8K
12,199
+4%
增持
VTI
VANGUARD INDEX FDS
+$205.5K
6,543
+8%
清仓
IEF
ISHARES TR
-$198.9K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$198.9K
69,046
-0%
增持
—
EXXON MOBIL CORP
-$183.0K
79,419
+0%
减持
—
EATON CORP PLC
+$179.5K
7,383
-3%
减持
PG
PROCTER AND GAMBLE CO
+$176.7K
103,514
-1%
减持
—
MAGELLAN MIDSTREAM PRTNRS LP
+$173.2K
26,388
-3%
增持
SON
SONOCO PRODS CO
-$171.1K
91,955
+0%
增持
GE
GENERAL ELECTRIC CO
+$167.4K
10,128
+3%
增持
PSX
PHILLIPS 66
-$165.1K
49,898
+3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$163.4K
2,663
-21%
减持
SYK
STRYKER CORPORATION
-$158.4K
2,139
-25%
减持
TGT
TARGET CORP
-$156.9K
2,487
-15%
增持
MGC
VANGUARD WORLD FD
+$155.6K
7,890
+5%
减持
—
TOTALENERGIES SE
-$152.7K
109,173
-0%
增持
SGOV
ISHARES TR
+$151.0K
5,106
+42%
增持
QUAL
ISHARES TR
+$149.1K
4,221
+25%
增持
SYY
SYSCO CORP
-$145.9K
50,705
+0%
减持
YUMC
YUM CHINA HLDGS INC
-$137.7K
16,311
-2%
