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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 8
增持 78
减持 61
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
LOW
LOWES COS INC
-$60.9M
3,454,404
+0%
增持
AAPL
APPLE INC
-$22.9M
1,033,602
+0%
减持
GRBK
GREEN BRICK PARTNERS INC
-$13.9M
735,658
-6%
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
PFE
PFIZER INC
-$9.6M
199,910
-55%
增持
MSFT
MICROSOFT CORP
-$9.3M
405,422
+1%
增持
LLY
ELI LILLY & CO
+$7.8M
64,386
+13%
减持
NVDA
NVIDIA CORPORATION
-$5.9M
163,771
-10%
增持
GOOG
ALPHABET INC
+$5.6M
492,621
+0%
增持
RTX
RTX CORPORATION
-$4.7M
238,072
+7%
增持
AMGN
AMGEN INC
+$4.6M
18,077
+1456%
减持
DIS
DISNEY WALT CO
-$4.5M
58,266
-43%
增持
PEP
PEPSICO INC
-$4.2M
281,782
+1%
增持
GOOGL
ALPHABET INC
+$4.0M
268,576
+3%
增持
—
WESTROCK CO
+$3.5M
435,562
+5%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$3.5M
62,981
+548%
增持
META
META PLATFORMS INC
+$3.3M
165,645
+2%
清仓
BWA
BORGWARNER INC
-$3.3M
0
-100%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$3.0M
5,392
-83%
增持
MRK
MERCK & CO INC
-$2.8M
239,242
+1%
增持
LEN
LENNAR CORP
-$2.7M
269,252
+2%
减持
PYPL
PAYPAL HLDGS INC
-$2.7M
38,120
-48%
增持
HSIC
HENRY SCHEIN INC
+$2.6M
34,773
+51037%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.6M
167,843
+2%
减持
JNJ
JOHNSON & JOHNSON
-$2.6M
171,724
-3%
减持
BAC
BANK AMERICA CORP
-$2.4M
1,170,529
-3%
减持
ENVX
ENOVIX CORPORATION
-$2.3M
179,300
-30%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.3M
34,374
+10%
增持
ISRG
INTUITIVE SURGICAL INC
-$2.3M
58,504
+3%
减持
KBH
KB HOME
-$2.2M
142,475
-17%
减持
TSLA
TESLA INC
-$2.0M
15,879
-31%
减持
TFC
TRUIST FINL CORP
-$2.0M
338,686
-12%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$1.9M
137,355
减持
—
DISCOVER FINL SVCS
-$1.9M
50,982
-6%
增持
ABBV
ABBVIE INC
+$1.8M
124,091
+0%
增持
NU
NU HLDGS LTD
+$1.8M
1,904,255
+25%
增持
—
TOTALENERGIES SE
+$1.8M
122,563
+12%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$1.6M
0
-100%
减持
NOW
SERVICENOW INC
-$1.6M
741
-79%
增持
AVGO
BROADCOM INC
+$1.5M
2,029
+1101%
增持
COST
COSTCO WHSL CORP NEW
+$1.4M
22,169
+8%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.4M
1,590,392
+2%
减持
MMM
3M CO
-$1.4M
80,011
-10%
增持
PSX
PHILLIPS 66
+$1.3M
50,573
+1%
减持
NGVT
INGEVITY CORP
-$1.2M
69,952
-11%
减持
CAT
CATERPILLAR INC
+$1.2M
46,476
-0%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$1.2M
364,074
+18%
减持
NEE
NEXTERA ENERGY INC
-$1.2M
68,677
-1%
减持
BCPC
BALCHEM CORP
-$1.2M
84,845
-2%
减持
FLO
FLOWERS FOODS INC
-$1.2M
215,351
-10%
减持
TROW
PRICE T ROWE GROUP INC
-$1.2M
106,866
-3%
减持
KMB
KIMBERLY-CLARK CORP
-$1.1M
61,677
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.1M
45,245
-35%
增持
HON
HONEYWELL INTL INC
-$1.1M
69,677
+4%
建仓
CDE
COEUR MNG INC
+$1.1M
488,066
增持
V
VISA INC
+$1.1M
64,063
+11%
增持
ABT
ABBOTT LABS
-$1.0M
83,534
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.0M
144,194
+19%
减持
NEM
NEWMONT CORP
-$988.4K
42,173
-29%
减持
NUE
NUCOR CORP
-$987.6K
25,861
-16%
增持
STZ
CONSTELLATION BRANDS INC
+$958.8K
27,332
+14%
建仓
KVUE
KENVUE INC
+$916.0K
45,616
增持
GAM
GENERAL AMERN INVS CO INC
+$867.5K
23,116
+1055%
增持
SCHM
SCHWAB STRATEGIC TR
-$856.4K
259,785
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$835.7K
20,593
+12%
增持
AGG
ISHARES TR
+$799.2K
8,947
+1976%
增持
ARCC
ARES CAPITAL CORP
+$777.4K
286,460
+12%
增持
VUSB
VANGUARD BD INDEX FDS
+$770.6K
86,826
+22%
增持
CSCO
CISCO SYS INC
+$769.3K
357,972
+0%
增持
QCOM
QUALCOMM INC
-$767.8K
113,511
+1%
增持
TXT
TEXTRON INC
+$767.2K
65,920
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$749.6K
102,718
-2%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$748.6K
52,907
+575%
增持
VO
VANGUARD INDEX FDS
-$738.5K
66,155
+0%
增持
OKE
ONEOK INC NEW
+$736.9K
14,624
+373%
减持
UI
UBIQUITI INC
-$706.0K
22,897
-0%
增持
IRM
IRON MTN INC DEL
+$705.9K
80,867
+12%
减持
DY
DYCOM INDS INC
-$688.6K
21,365
-6%
减持
T
AT&T INC
-$679.9K
26,560
-61%
增持
DNA
GINKGO BIOWORKS HOLDINGS INC
+$648.6K
1,988,345
+25%
减持
BABA
ALIBABA GROUP HLDG LTD
-$642.5K
14,902
-36%
减持
MU
MICRON TECHNOLOGY INC
+$624.0K
368,576
-5%
增持
ROP
ROPER TECHNOLOGIES INC
+$617.4K
21,152
+6%
增持
VB
VANGUARD INDEX FDS
-$612.1K
69,258
+0%
减持
KO
COCA COLA CO
-$585.7K
112,399
-2%
增持
PG
PROCTER AND GAMBLE CO
-$583.7K
103,685
+0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$579.5K
58,172
+25%
增持
ET
ENERGY TRANSFER L P
+$579.1K
384,774
+1%
增持
FDX
FEDEX CORP
+$568.4K
18,715
+6%
减持
SCHA
SCHWAB STRATEGIC TR
-$558.9K
164,671
-2%
增持
LOB
LIVE OAK BANCSHARES INC
+$556.7K
167,915
+3%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$545.1K
27,952
-1%
减持
CL
COLGATE PALMOLIVE CO
-$501.3K
82,841
-0%
增持
CVX
CHEVRON CORP NEW
+$484.7K
32,597
+2%
增持
AMZN
AMAZON COM INC
-$473.8K
468,900
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$467.4K
104,248
+10%
减持
SON
SONOCO PRODS CO
-$462.4K
91,348
-1%
减持
WSM
WILLIAMS SONOMA INC
+$457.0K
15,515
-1%
减持
HUN
HUNTSMAN CORP
-$453.0K
149,009
-2%
减持
INTC
INTEL CORP
-$444.4K
187,742
-12%
减持
SYY
SYSCO CORP
-$439.7K
50,305
-1%
增持
CRM
SALESFORCE INC
+$402.5K
3,606
+132%
减持
C
CITIGROUP INC
-$394.0K
49,460
-6%
增持
MGK
VANGUARD WORLD FD
-$382.0K
52,305
+0%
增持
MLM
MARTIN MARIETTA MATLS INC
-$381.2K
8,355
+1%
减持
—
SPLUNK INC
-$380.2K
8,597
-44%
清仓
TBLL
INVESCO EXCH TRADED FD TR II
-$373.4K
0
-100%
增持
DHI
D R HORTON INC
+$368.3K
11,751
+60%
增持
MCD
MCDONALDS CORP
+$358.6K
51,143
+16%
减持
ILMN
ILLUMINA INC
-$338.1K
1,899
-41%
建仓
XAR
SPDR SER TR
+$336.3K
3,000
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$323.0K
2,832
+441%
增持
—
PIONEER NAT RES CO
+$320.7K
9,197
+6%
增持
MDLZ
MONDELEZ INTL INC
-$317.7K
94,291
+0%
减持
PM
PHILIP MORRIS INTL INC
-$313.2K
21,214
-9%
减持
IWR
ISHARES TR
-$309.7K
85,280
-0%
增持
AZO
AUTOZONE INC
+$295.6K
190
+153%
增持
JPM
JPMORGAN CHASE & CO
+$294.9K
224,409
+1%
减持
YUM
YUM BRANDS INC
-$291.5K
18,874
-1%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$279.0K
7,835
+176%
减持
VOO
VANGUARD INDEX FDS
-$278.5K
13,803
-1%
建仓
TDG
TRANSDIGM GROUP INC
+$274.0K
325
建仓
IBB
ISHARES TR
+$269.4K
2,200
增持
FANG
DIAMONDBACK ENERGY INC
+$268.6K
11,086
+1%
减持
SCHF
SCHWAB STRATEGIC TR
-$259.2K
114,075
-2%
减持
FRPH
FRP HLDGS INC
-$248.6K
55,454
-2%
减持
GM
GENERAL MTRS CO
-$245.3K
8,745
-37%
增持
FNDF
SCHWAB STRATEGIC TR
+$239.9K
23,891
+49%
增持
COP
CONOCOPHILLIPS
+$234.0K
7,602
+17%
减持
SQ
BLOCK INC
-$232.4K
7,181
-13%
减持
EEMV
ISHARES INC
-$231.3K
1,262
-77%
减持
—
EXXON MOBIL CORP
+$230.2K
74,399
-6%
增持
WM
WASTE MGMT INC DEL
-$229.8K
22,128
+7%
减持
ABNB
AIRBNB INC
+$225.6K
58,868
-4%
增持
BSX
BOSTON SCIENTIFIC CORP
+$225.2K
198,254
+5%
增持
SPY
SPDR S&P 500 ETF TR
-$219.6K
26,353
+2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$216.8K
375
-88%
增持
EVH
EVOLENT HEALTH INC
+$214.5K
9,075
+744%
减持
CASS
CASS INFORMATION SYS INC
-$211.8K
27,569
-14%
增持
AVTR
AVANTOR INC
+$211.2K
10,815
+1227%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$206.7K
205,866
-0%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$204.6K
4,728
减持
MO
ALTRIA GROUP INC
-$202.8K
48,798
-2%
减持
EEM
ISHARES TR
-$200.0K
15,356
-22%
增持
INTU
INTUIT
+$196.0K
545
+203%
增持
NKE
NIKE INC
-$195.1K
14,264
+1%
建仓
MEDP
MEDPACE HLDGS INC
+$185.2K
765
增持
DFAI
DIMENSIONAL ETF TRUST
+$181.4K
7,034
+8274%
减持
SGRY
SURGERY PARTNERS INC
-$181.1K
500
-89%
减持
VDE
VANGUARD WORLD FDS
+$175.7K
21,231
-5%
增持
OXY
OCCIDENTAL PETE CORP
+$173.9K
5,832
+67%
