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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 5
增持 78
减持 65
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
LOW
LOWES COS INC
+$50.2M
3,451,667
-0%
减持
MSFT
MICROSOFT CORP
+$23.6M
403,124
-1%
减持
AAPL
APPLE INC
+$19.0M
1,017,700
-2%
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
AMZN
AMAZON COM INC
+$11.6M
468,443
-0%
增持
LEN
LENNAR CORP
+$10.2M
271,403
+1%
增持
—
WESTROCK CO
+$9.3M
600,682
+38%
增持
META
META PLATFORMS INC
+$9.3M
166,888
+1%
减持
NVDA
NVIDIA CORPORATION
+$9.1M
162,302
-1%
减持
BAC
BANK AMERICA CORP
+$7.2M
1,165,808
-0%
减持
GRBK
GREEN BRICK PARTNERS INC
+$7.1M
725,103
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$7.1M
148,755
+3%
增持
LLY
ELI LILLY & CO
+$6.4M
70,377
+9%
增持
GOOG
ALPHABET INC
+$6.2M
504,831
+2%
增持
JPM
JPMORGAN CHASE & CO
+$6.1M
226,986
+1%
减持
MU
MICRON TECHNOLOGY INC
+$5.9M
362,431
-2%
增持
NU
NU HLDGS LTD
+$4.1M
2,152,750
+13%
增持
QCOM
QUALCOMM INC
+$3.9M
114,025
+0%
增持
—
ACCENTURE PLC IRELAND
+$3.8M
84,126
+0%
增持
GOOGL
ALPHABET INC
+$3.6M
277,593
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.5M
174,665
+4%
增持
ISRG
INTUITIVE SURGICAL INC
+$2.9M
59,188
+1%
减持
DIS
DISNEY WALT CO
-$2.9M
20,548
-65%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$2.8M
311,375
+127%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.7M
1,641,992
+3%
增持
COST
COSTCO WHSL CORP NEW
+$2.7M
22,541
+2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$2.5M
28,056
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.4M
15,064
-27%
建仓
KLG
WK KELLOGG CO
+$2.3M
176,463
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.2M
108,491
+4%
增持
V
VISA INC
+$2.2M
65,049
+2%
增持
MGK
VANGUARD WORLD FD
+$2.2M
54,161
+4%
减持
ABNB
AIRBNB INC
-$2.2M
43,410
-26%
增持
MRK
MERCK & CO INC
+$2.0M
244,590
+2%
减持
PFE
PFIZER INC
-$2.0M
160,721
-20%
减持
KBH
KB HOME
+$2.0M
137,375
-4%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.0M
311,082
+1%
减持
LOB
LIVE OAK BANCSHARES INC
+$1.9M
149,290
-11%
减持
RTX
RTX CORPORATION
+$1.9M
226,262
-5%
增持
VO
VANGUARD INDEX FDS
+$1.9M
67,212
+2%
增持
VB
VANGUARD INDEX FDS
+$1.9M
70,070
+1%
增持
MCD
MCDONALDS CORP
+$1.8M
51,667
+1%
减持
TFC
TRUIST FINL CORP
+$1.8M
311,325
-8%
增持
SPY
SPDR S&P 500 ETF TR
+$1.8M
27,402
+4%
减持
—
EXXON MOBIL CORP
-$1.8M
69,985
-6%
增持
ROP
ROPER TECHNOLOGIES INC
+$1.7M
21,988
+4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.7M
82,613
-20%
增持
FANG
DIAMONDBACK ENERGY INC
+$1.6M
21,685
+96%
增持
PEP
PEPSICO INC
+$1.6M
288,794
+2%
建仓
—
SUPER MICRO COMPUTER INC
+$1.6M
5,590
增持
UNH
UNITEDHEALTH GROUP INC
+$1.6M
35,906
+4%
减持
CSCO
CISCO SYS INC
-$1.6M
350,186
-2%
增持
—
ASML HOLDING N V
+$1.5M
2,450
+326%
减持
TROW
PRICE T ROWE GROUP INC
-$1.5M
90,223
-16%
增持
—
LABORATORY CORP AMER HLDGS
+$1.5M
9,243
+202%
减持
SCHM
SCHWAB STRATEGIC TR
+$1.5M
252,976
-3%
增持
MKL
MARKEL GROUP INC
+$1.5M
1,839
+135%
增持
CVS
CVS HEALTH CORP
+$1.3M
137,553
+1%
增持
RIO
RIO TINTO PLC
+$1.3M
113,360
+0%
减持
PFF
ISHARES TR
-$1.3M
19,726
-68%
建仓
VKTX
VIKING THERAPEUTICS INC
+$1.2M
66,530
减持
—
DISCOVER FINL SVCS
+$1.2M
50,189
-2%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$1.2M
71,215
+13%
减持
HD
HOME DEPOT INC
+$1.2M
27,236
-0%
增持
WM
WASTE MGMT INC DEL
+$1.2M
25,522
+15%
减持
INTC
INTEL CORP
+$1.1M
155,442
-17%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.1M
166,955
+1%
增持
ABBV
ABBVIE INC
+$1.1M
126,213
+2%
减持
ABT
ABBOTT LABS
+$1.1M
83,129
-0%
减持
PINS
PINTEREST INC
+$887.0K
89,274
-0%
减持
CASS
CASS INFORMATION SYS INC
-$883.9K
3,175
-88%
减持
NOC
NORTHROP GRUMMAN CORP
-$869.6K
277
-88%
增持
PSX
PHILLIPS 66
+$868.5K
52,162
+3%
减持
CVX
CHEVRON CORP NEW
-$847.8K
31,166
-4%
减持
BABA
ALIBABA GROUP HLDG LTD
-$827.5K
5,860
-61%
减持
ENVX
ENOVIX CORPORATION
-$809.9K
115,045
-36%
减持
MMM
3M CO
+$808.1K
75,912
-5%
增持
AVGO
BROADCOM INC
+$807.3K
2,233
+10%
减持
IRM
IRON MTN INC DEL
+$805.3K
80,225
-1%
增持
NGVT
INGEVITY CORP
+$796.5K
87,398
+25%
增持
FRPH
FRP HLDGS INC
+$759.0K
59,667
+8%
建仓
SGI
TEMPUR SEALY INTL INC
+$754.4K
14,800
增持
CMCSA
COMCAST CORP NEW
+$700.7K
24,779
+185%
增持
AMGN
AMGEN INC
+$639.6K
19,089
+6%
减持
WSM
WILLIAMS SONOMA INC
+$628.8K
15,065
-3%
增持
—
SURMODICS INC
+$608.1K
129,940
+1%
增持
JNJ
JOHNSON & JOHNSON
+$601.9K
174,479
+2%
减持
—
TRANE TECHNOLOGIES PLC
+$592.1K
15,188
-1%
增持
GL
GLOBE LIFE INC
+$578.1K
5,400
+642%
增持
IVV
ISHARES TR
+$572.1K
10,193
+2%
减持
NEM
NEWMONT CORP
-$567.4K
23,940
-43%
减持
CL
COLGATE PALMOLIVE CO
+$552.4K
80,833
-2%
减持
VOO
VANGUARD INDEX FDS
+$541.8K
13,697
-1%
减持
PYPL
PAYPAL HLDGS INC
-$538.9K
27,513
-28%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$507.4K
86,875
+13%
增持
IT
GARTNER INC
+$501.8K
4,380
+2%
减持
DHI
D R HORTON INC
+$499.9K
11,599
-1%
增持
COF
CAPITAL ONE FINL CORP
+$479.2K
13,100
+3%
减持
DY
DYCOM INDS INC
+$458.6K
20,506
-4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$458.1K
20,131
+6%
增持
KMI
KINDER MORGAN INC DEL
+$457.7K
341,340
+2%
减持
NUE
NUCOR CORP
+$449.7K
25,811
-0%
减持
VUSB
VANGUARD BD INDEX FDS
-$445.5K
77,377
-11%
增持
GS
GOLDMAN SACHS GROUP INC
+$439.6K
6,958
+0%
减持
CDE
COEUR MNG INC
+$432.7K
465,100
-5%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$423.8K
49,446
-15%
增持
SCHW
SCHWAB CHARLES CORP
+$420.3K
26,504
+4%
增持
AMLP
ALPS ETF TR
+$419.3K
40,976
+31%
增持
MS
MORGAN STANLEY
+$418.0K
27,216
+5%
减持
BSX
BOSTON SCIENTIFIC CORP
+$394.3K
187,894
-5%
减持
PBR
PETROLEO BRASILEIRO SA PETRO
+$384.1K
361,759
-1%
增持
OKE
ONEOK INC NEW
+$377.5K
18,586
+27%
增持
FLO
FLOWERS FOODS INC
+$375.3K
228,867
+6%
减持
IWR
ISHARES TR
+$374.7K
81,124
-5%
减持
XBI
SPDR SER TR
-$359.2K
4,851
-55%
减持
PSCI
INVESCO EXCH TRADED FD TR II
+$357.2K
25,502
-2%
增持
MDLZ
MONDELEZ INTL INC
+$354.5K
95,261
+1%
增持
PG
PROCTER AND GAMBLE CO
+$346.0K
105,565
+2%
减持
MO
ALTRIA GROUP INC
-$333.4K
42,814
-12%
增持
KMB
KIMBERLY-CLARK CORP
+$325.1K
63,997
+4%
减持
VTRS
VIATRIS INC
-$318.9K
71,167
-36%
减持
SYY
SYSCO CORP
+$318.0K
49,783
-1%
减持
IWM
ISHARES TR
+$312.4K
14,152
-1%
增持
AGG
ISHARES TR
+$297.8K
11,478
+28%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$294.4K
2,360
+195%
减持
STZ
CONSTELLATION BRANDS INC
-$290.4K
27,214
-0%
增持
NFLX
NETFLIX INC
+$288.8K
2,332
+4%
增持
—
EATON CORP PLC
+$283.9K
7,731
+5%
减持
DUK
DUKE ENERGY CORP NEW
+$283.4K
40,621
-2%
增持
CPRT
COPART INC
+$275.8K
41,490
+2%
增持
AAP
ADVANCE AUTO PARTS INC
+$264.0K
4,600
+1433%
增持
CRM
SALESFORCE INC
+$255.8K
3,751
+4%
增持
GE
GENERAL ELECTRIC CO
+$255.4K
10,988
+6%
减持
KO
COCA COLA CO
+$254.9K
111,811
-1%
清仓
PULS
PGIM ETF TR
-$254.4K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$246.0K
5,567
+2%
增持
SON
SONOCO PRODS CO
+$239.3K
93,146
+2%
增持
FTRE
FORTREA HLDGS INC
+$233.0K
8,903
+228%
减持
VDE
VANGUARD WORLD FDS
-$225.1K
21,181
-0%
减持
CAT
CATERPILLAR INC
-$224.0K
42,155
-9%
增持
DNA
GINKGO BIOWORKS HOLDINGS INC
+$219.1K
2,259,160
+14%
减持
XLK
SELECT SECTOR SPDR TR
+$217.4K
7,642
-0%
清仓
—
ACTIVISION BLIZZARD INC
-$212.5K
0
-100%
增持
—
TOTALENERGIES SE
+$212.3K
122,763
+0%
减持
GXC
SPDR INDEX SHS FDS
-$211.4K
4,257
-39%
减持
IVE
ISHARES TR
+$209.3K
11,540
-1%
减持
QQQ
INVESCO QQQ TR
+$207.8K
5,774
-4%
增持
TXT
TEXTRON INC
+$204.2K
66,590
+1%
减持
SNAP
SNAP INC
+$200.3K
26,105
-4%
增持
AXP
AMERICAN EXPRESS CO
+$192.8K
3,954
+8%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$190.2K
5,805
