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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 3
增持 92
减持 52
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
LOW
LOWES COS INC
-$207.5M
2,200,879
-36%
增持
NVDA
NVIDIA CORPORATION
+$67.8M
163,984
+1%
增持
META
META PLATFORMS INC
+$22.3M
167,514
+0%
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
AAPL
APPLE INC
-$21.7M
1,015,952
-0%
增持
MSFT
MICROSOFT CORP
+$18.8M
404,978
+0%
增持
LLY
ELI LILLY & CO
+$15.3M
72,338
+3%
增持
AMZN
AMAZON COM INC
+$14.3M
474,053
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$12.5M
177,929
+2%
减持
MU
MICRON TECHNOLOGY INC
+$11.5M
359,608
-1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$11.2M
1,711,203
+4%
增持
NU
NU HLDGS LTD
+$9.6M
2,303,930
+7%
增持
JPM
JPMORGAN CHASE & CO
+$7.7M
231,388
+2%
增持
GRBK
GREEN BRICK PARTNERS INC
+$6.7M
737,138
+2%
增持
LEN
LENNAR CORP
+$6.7M
273,918
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$6.6M
157,816
+6%
增持
MRK
MERCK & CO INC
+$6.3M
249,892
+2%
增持
GOOG
ALPHABET INC
+$6.0M
506,561
+0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$5.2M
73,779
+434%
增持
BAC
BANK AMERICA CORP
+$5.0M
1,168,247
+0%
增持
GOOGL
ALPHABET INC
+$4.4M
286,267
+3%
增持
ISRG
INTUITIVE SURGICAL INC
+$4.4M
61,025
+3%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$4.2M
106,917
+50%
增持
RTX
RTX CORPORATION
+$3.8M
233,932
+3%
增持
EVH
EVOLENT HEALTH INC
+$3.6M
120,121
+1224%
减持
—
SUPER MICRO COMPUTER INC
+$3.6M
5,167
-8%
增持
BSX
BOSTON SCIENTIFIC CORP
+$3.6M
211,218
+12%
增持
ABBV
ABBVIE INC
+$3.6M
126,962
+1%
增持
PNC
PNC FINL SVCS GROUP INC
+$3.0M
19,289
+2323%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.9M
104,298
-4%
减持
CAT
CATERPILLAR INC
+$2.9M
41,936
-1%
增持
QCOM
QUALCOMM INC
+$2.9M
114,348
+0%
增持
ORCL
ORACLE CORP
+$2.8M
33,902
+144%
增持
PEP
PEPSICO INC
+$2.8M
296,098
+3%
增持
WMT
WALMART INC
+$2.3M
332,907
+195%
增持
PG
PROCTER AND GAMBLE CO
+$2.1M
108,249
+3%
增持
KBH
KB HOME
+$2.0M
149,300
+9%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.9M
17,060
+13%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.9M
313,480
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.8M
28,094
+0%
增持
COST
COSTCO WHSL CORP NEW
+$1.8M
23,254
+3%
增持
DNA
GINKGO BIOWORKS HOLDINGS INC
+$1.7M
4,758,585
+111%
减持
WSM
WILLIAMS SONOMA INC
+$1.7M
14,905
-1%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
+$1.7M
82,825
-5%
减持
LOB
LIVE OAK BANCSHARES INC
-$1.6M
125,015
-16%
增持
WM
WASTE MGMT INC DEL
+$1.6M
28,797
+13%
增持
NVO
NOVO-NORDISK A S
+$1.5M
13,460
+528%
增持
—
ASML HOLDING N V
+$1.5M
3,457
+41%
增持
MGK
VANGUARD WORLD FD
+$1.5M
54,266
+0%
减持
—
DISCOVER FINL SVCS
-$1.5M
31,725
-37%
增持
VB
VANGUARD INDEX FDS
+$1.5M
71,839
+3%
增持
VO
VANGUARD INDEX FDS
+$1.4M
68,232
+2%
减持
SCHM
SCHWAB STRATEGIC TR
+$1.4M
250,866
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
27,543
+1%
增持
V
VISA INC
+$1.3M
65,501
+1%
清仓
—
SPLUNK INC
-$1.3M
0
-100%
增持
TROW
PRICE T ROWE GROUP INC
+$1.3M
90,359
+0%
减持
ABNB
AIRBNB INC
-$1.3M
28,029
-35%
减持
PSX
PHILLIPS 66
+$1.3M
50,172
-4%
清仓
VKTX
VIKING THERAPEUTICS INC
-$1.2M
0
-100%
增持
IRM
IRON MTN INC DEL
+$1.2M
85,113
+6%
减持
—
SURMODICS INC
-$1.2M
121,000
-7%
增持
AMLP
ALPS ETF TR
+$1.2M
60,999
+49%
增持
ENB
ENBRIDGE INC
+$1.1M
50,906
+158%
减持
INTC
INTEL CORP
-$1.1M
152,305
-2%
增持
SYK
STRYKER CORPORATION
+$1.1M
4,747
+119%
减持
—
EXXON MOBIL CORP
+$1.0M
69,165
-1%
增持
FDX
FEDEX CORP
+$1.0M
20,289
+6%
减持
TXT
TEXTRON INC
+$1.0M
66,315
-0%
增持
AVGO
BROADCOM INC
+$999.9K
2,635
+18%
增持
OXY
OCCIDENTAL PETE CORP
+$998.4K
21,596
+216%
增持
MLM
MARTIN MARIETTA MATLS INC
+$966.0K
8,363
+0%
减持
MMM
3M CO
-$945.0K
69,329
-9%
增持
TAP
MOLSON COORS BEVERAGE CO
+$937.8K
15,215
+991%
减持
FANG
DIAMONDBACK ENERGY INC
+$925.5K
21,640
-0%
增持
AMGN
AMGEN INC
+$902.6K
22,512
+18%
增持
JNJ
JOHNSON & JOHNSON
+$893.7K
178,529
+2%
建仓
ULST
SSGA ACTIVE ETF TR
+$886.3K
21,885
增持
STZ
CONSTELLATION BRANDS INC
+$863.4K
27,386
+1%
减持
—
TRANE TECHNOLOGIES PLC
+$854.8K
15,187
-0%
减持
PFE
PFIZER INC
-$841.3K
136,426
-15%
减持
KLG
WK KELLOGG CO
+$804.9K
166,151
-6%
增持
NGVT
INGEVITY CORP
+$757.5K
102,398
+17%
增持
ARCC
ARES CAPITAL CORP
+$753.4K
308,645
+9%
减持
HD
HOME DEPOT INC
+$749.8K
26,560
-2%
减持
ET
ENERGY TRANSFER L P
+$726.6K
383,774
-0%
减持
HUBB
HUBBELL INC
+$663.2K
7,751
-0%
增持
—
JPMORGAN CHASE & CO
+$660.9K
54,100
+56%
减持
CL
COLGATE PALMOLIVE CO
+$653.0K
78,803
-3%
增持
CVX
CHEVRON CORP NEW
+$652.6K
33,608
+8%
增持
—
EATON CORP PLC
+$624.0K
7,950
+3%
增持
MCD
MCDONALDS CORP
-$612.1K
52,164
+1%
增持
MELI
MERCADOLIBRE INC
+$601.5K
481
+501%
增持
KMB
KIMBERLY-CLARK CORP
+$579.5K
64,546
+1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$574.6K
205,591
-0%
增持
ROP
ROPER TECHNOLOGIES INC
+$569.4K
22,389
+2%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$560.8K
332,540
+7%
减持
NUE
NUCOR CORP
+$555.5K
25,507
-1%
减持
UI
UBIQUITI INC
-$547.1K
22,409
-1%
增持
IVV
ISHARES TR
+$537.6K
10,283
+1%
减持
DIS
DISNEY WALT CO
+$536.7K
19,593
-5%
减持
VOO
VANGUARD INDEX FDS
+$521.6K
13,531
-1%
减持
CSX
CSX CORP
-$520.0K
6,892
-69%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$512.6K
21,592
+7%
减持
IWR
ISHARES TR
+$505.5K
81,000
-0%
增持
SCHA
SCHWAB STRATEGIC TR
+$501.2K
170,352
+2%
增持
TSLA
TESLA INC
-$474.3K
20,130
+25%
增持
CPRT
COPART INC
+$473.2K
43,270
+4%
减持
DY
DYCOM INDS INC
+$468.4K
19,706
-4%
减持
GE
GENERAL ELECTRIC CO
+$438.6K
10,493
-5%
增持
CDE
COEUR MNG INC
+$423.8K
514,600
+11%
增持
VMD
VIEMED HEALTHCARE INC
+$420.6K
72,007
+119%
减持
HON
HONEYWELL INTL INC
-$414.2K
61,346
-1%
减持
SYY
SYSCO CORP
+$392.6K
49,683
-0%
增持
NFLX
NETFLIX INC
+$384.1K
2,502
+7%
清仓
MUB
ISHARES TR
-$383.8K
0
-100%
增持
TM
TOYOTA MOTOR CORP
+$379.7K
5,541
+0%
增持
INDI
INDIE SEMICONDUCTOR INC
+$357.9K
51,294
+7791%
增持
KMI
KINDER MORGAN INC DEL
+$353.4K
347,583
+2%
增持
EW
EDWARDS LIFESCIENCES CORP
+$342.2K
10,317
+22%
减持
FRPH
FRP HLDGS INC
-$333.9K
55,667
-7%
减持
C
CITIGROUP INC
+$333.3K
39,164
-6%
减持
—
PIONEER NAT RES CO
+$317.7K
8,721
-1%
减持
PYPL
PAYPAL HLDGS INC
-$317.5K
20,482
-26%
建仓
TOST
TOAST INC
+$299.0K
12,000
减持
ABT
ABBOTT LABS
+$292.6K
83,078
-0%
增持
SON
SONOCO PRODS CO
+$274.1K
94,713
+2%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
-$265.8K
368,541
+2%
增持
EMR
EMERSON ELEC CO
+$262.3K
14,541
+2%
增持
AGG
ISHARES TR
+$253.7K
14,222
+24%
增持
NEE
NEXTERA ENERGY INC
+$253.1K
66,413
+1%
建仓
GPK
GRAPHIC PACKAGING HLDG CO
+$252.4K
8,650
增持
UNH
UNITEDHEALTH GROUP INC
+$242.6K
38,702
+8%
减持
NKE
NIKE INC
-$241.4K
13,146
-3%
增持
COF
CAPITAL ONE FINL CORP
+$238.1K
13,136
+0%
增持
MS
MORGAN STANLEY
+$235.1K
29,450
+8%
减持
MO
ALTRIA GROUP INC
-$234.8K
34,286
-20%
增持
EZPW
EZCORP INC
+$231.2K
48,335
+34%
减持
XLV
SELECT SECTOR SPDR TR
+$230.8K
20,381
-0%
减持
TFC
TRUIST FINL CORP
+$224.6K
300,635
-3%
减持
AVTR
AVANTOR INC
-$222.9K
937
-91%
增持
QQQ
INVESCO QQQ TR
+$221.1K
5,816
+1%
减持
MGA
MAGNA INTL INC
-$217.5K
10,068
-22%
减持
FLO
FLOWERS FOODS INC
+$214.7K
225,959
-1%
增持
FNDF
SCHWAB STRATEGIC TR
+$203.9K
29,030
+18%
减持
GS
GOLDMAN SACHS GROUP INC
+$203.3K
6,913
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$202.6K
6,621
+2%
减持
VDE
VANGUARD WORLD FD
+$201.4K
20,391
-4%
增持
HUN
HUNTSMAN CORP
+$199.2K
151,536
+2%
增持
ENVX
ENOVIX CORPORATION
-$198.5K
155,045
+35%
减持
IR
INGERSOLL RAND INC
+$196.0K
11,138
-0%
