小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 6
增持 62
减持 78
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
LOW
LOWES COS INC
-$75.9M
2,198,835
-0%
增持
NVDA
NVIDIA CORPORATION
+$42.7M
1,545,112
+842%
减持
AAPL
APPLE INC
+$37.4M
1,004,946
-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。
减持
GOOG
ALPHABET INC
+$15.6M
505,622
-0%
减持
MSFT
MICROSOFT CORP
+$10.4M
404,507
-0%
减持
LLY
ELI LILLY & CO
+$8.5M
71,550
-1%
减持
GOOGL
ALPHABET INC
+$8.2M
282,236
-1%
增持
AMZN
AMAZON COM INC
+$8.2M
484,659
+2%
减持
LEN
LENNAR CORP
-$6.4M
271,799
-1%
增持
META
META PLATFORMS INC
+$4.9M
171,129
+2%
减持
DNA
GINKGO BIOWORKS HOLDINGS INC
-$4.6M
2,820,285
-41%
减持
—
ACCENTURE PLC IRELAND
-$4.6M
81,889
-3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$4.2M
1,720,317
+1%
减持
MU
MICRON TECHNOLOGY INC
+$4.2M
354,383
-1%
减持
HUN
HUNTSMAN CORP
-$3.9M
1,500
-99%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.8M
103,677
-1%
减持
QCOM
QUALCOMM INC
+$3.4M
114,104
-0%
增持
ISRG
INTUITIVE SURGICAL INC
+$3.3M
62,231
+2%
增持
COST
COSTCO WHSL CORP NEW
+$3.2M
23,849
+3%
增持
PEP
PEPSICO INC
-$3.1M
297,279
+0%
减持
CVS
CVS HEALTH CORP
-$3.1M
130,187
-4%
增持
V
VISA INC
+$2.7M
79,974
+22%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.7M
35,514
-53%
增持
NOW
SERVICENOW INC
+$2.6M
4,101
+441%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.6M
177,500
-0%
增持
NU
NU HLDGS LTD
+$2.6M
2,330,926
+1%
建仓
—
TERNS PHARMACEUTICALS INC
+$2.5M
371,600
增持
MGK
VANGUARD WORLD FD
+$2.5M
57,363
+6%
增持
WMT
WALMART INC
+$2.5M
333,185
+0%
减持
HD
HOME DEPOT INC
-$2.4M
22,579
-15%
减持
INTC
INTEL CORP
-$2.3M
143,257
-6%
清仓
—
PIONEER NAT RES CO
-$2.3M
0
-100%
增持
—
EXXON MOBIL CORP
+$2.2M
88,758
+28%
清仓
—
LABORATORY CORP AMER HLDGS
-$2.0M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$2.0M
179,446
+1%
减持
LOB
LIVE OAK BANCSHARES INC
-$2.0M
91,860
-27%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.9M
28,434
+1%
建仓
LH
LABCORP HOLDINGS INC
+$1.9M
9,243
增持
GRBK
GREEN BRICK PARTNERS INC
-$1.9M
743,183
+1%
增持
BSX
BOSTON SCIENTIFIC CORP
+$1.9M
211,879
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
-$1.8M
164,295
+4%
增持
MRK
MERCK & CO INC
-$1.7M
252,594
+1%
建仓
NTRA
NATERA INC
+$1.7M
15,500
减持
SCHM
SCHWAB STRATEGIC TR
-$1.6M
241,127
-4%
清仓
—
JPMORGAN CHASE & CO
-$1.5M
0
-100%
减持
—
SURMODICS INC
+$1.5M
120,650
-0%
减持
CSCO
CISCO SYS INC
-$1.5M
341,445
-4%
减持
TROW
PRICE T ROWE GROUP INC
-$1.5M
82,866
-8%
减持
BAC
BANK AMERICA CORP
+$1.4M
1,149,487
-2%
减持
CAT
CATERPILLAR INC
-$1.4M
41,884
-0%
增持
MELI
MERCADOLIBRE INC
+$1.4M
1,279
+166%
增持
MCD
MCDONALDS CORP
-$1.4M
52,407
+0%
增持
AVTR
AVANTOR INC
+$1.3M
60,657
+6374%
减持
PSX
PHILLIPS 66
-$1.2M
49,747
-1%
减持
NGVT
INGEVITY CORP
-$1.1M
86,732
-15%
增持
NVO
NOVO-NORDISK A S
+$1.1M
19,798
+47%
增持
AGG
ISHARES TR
+$1.1M
25,406
+79%
减持
NUE
NUCOR CORP
-$1.1M
25,168
-1%
增持
IRM
IRON MTN INC DEL
+$1.1M
88,506
+4%
减持
ROP
ROPER TECHNOLOGIES INC
-$1.0M
20,452
-9%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.0M
39,591
+2%
增持
AMGN
AMGEN INC
+$969.8K
23,589
+5%
增持
—
ASML HOLDING N V
+$967.1K
4,226
+22%
减持
BCPC
BALCHEM CORP
-$931.6K
79,345
-6%
减持
ABT
ABBOTT LABS
-$916.0K
82,058
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$868.4K
28,075
+2%
增持
AVGO
BROADCOM INC
+$861.8K
2,712
+3%
建仓
SOLV
SOLVENTUM CORP
+$833.1K
15,754
减持
SON
SONOCO PRODS CO
-$811.2K
92,014
-3%
减持
PINS
PINTEREST INC
+$807.3K
89,466
-1%
增持
SGOV
ISHARES TR
+$727.6K
12,564
+135%
减持
VB
VANGUARD INDEX FDS
-$727.0K
71,707
-0%
减持
DIS
DISNEY WALT CO
-$715.5K
16,939
-14%
增持
ABBV
ABBVIE INC
-$689.3K
130,775
+3%
减持
SCHX
SCHWAB STRATEGIC TR
+$670.8K
312,861
-0%
减持
UI
UBIQUITI INC
+$664.4K
22,384
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$654.2K
16,755
-2%
增持
CL
COLGATE PALMOLIVE CO
+$639.8K
79,721
+1%
减持
ABNB
AIRBNB INC
-$638.2K
26,284
-6%
减持
MDLZ
MONDELEZ INTL INC
-$619.7K
93,678
-3%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$605.3K
3,801
+382%
减持
WSM
WILLIAMS SONOMA INC
-$591.8K
14,665
-2%
增持
KMB
KIMBERLY-CLARK CORP
+$585.2K
64,659
+0%
增持
—
SUPER MICRO COMPUTER INC
+$579.7K
7,077
+37%
减持
KLG
WK KELLOGG CO
-$531.2K
157,501
-5%
增持
SCHD
SCHWAB STRATEGIC TR
+$530.4K
25,142
+40%
增持
SYK
STRYKER CORPORATION
+$518.7K
6,524
+37%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$514.2K
81,790
-1%
减持
ORCL
ORACLE CORP
+$511.7K
33,783
-0%
减持
VO
VANGUARD INDEX FDS
-$482.3K
68,171
-0%
减持
CDE
COEUR MNG INC
+$474.3K
429,600
-17%
清仓
XONE
BONDBLOXX ETF TRUST
-$474.2K
0
-100%
减持
SCHA
SCHWAB STRATEGIC TR
-$466.7K
166,658
-2%
增持
SYY
SYSCO CORP
-$462.6K
50,017
+1%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$455.0K
18,467
+87%
建仓
GEV
GE VERNOVA INC
+$445.2K
2,596
增持
USMV
ISHARES TR
+$440.4K
7,189
+268%
减持
TSLA
TESLA INC
-$437.9K
15,670
-22%
减持
MMM
3M CO
-$422.6K
67,826
-2%
减持
NEE
NEXTERA ENERGY INC
+$411.9K
65,758
-1%
增持
PG
PROCTER AND GAMBLE CO
+$409.3K
108,978
+1%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$397.1K
414,261
+12%
减持
HSIC
HENRY SCHEIN INC
-$396.6K
34,098
-0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$390.4K
76,849
+4%
减持
—
TOTALENERGIES SE
-$387.6K
121,961
-0%
增持
EVH
EVOLENT HEALTH INC
+$380.5K
225,901
+88%
减持
KMI
KINDER MORGAN INC DEL
+$380.3K
339,960
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$372.5K
23,524
+9%
增持
VOO
VANGUARD INDEX FDS
+$371.9K
13,738
+2%
减持
FLO
FLOWERS FOODS INC
-$356.7K
225,669
-0%
减持
IWR
ISHARES TR
-$326.9K
79,975
-1%
减持
ISTB
ISHARES TR
-$323.4K
2,209
-76%
增持
AMLP
ALPS ETF TR
+$322.6K
67,063
+10%
增持
TXT
TEXTRON INC
-$320.9K
70,370
+6%
减持
SCHF
SCHWAB STRATEGIC TR
-$300.8K
90,367
-7%
减持
ENVX
ENOVIX CORPORATION
+$285.9K
98,825
-36%
增持
STZ
CONSTELLATION BRANDS INC
-$285.9K
27,816
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$284.6K
7,013
+1%
减持
—
WESTROCK CO
+$284.6K
596,664
-1%
减持
DY
DYCOM INDS INC
+$278.0K
18,407
-7%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$271.2K
121,260
+13%
减持
TFC
TRUIST FINL CORP
-$264.3K
294,838
-2%
减持
JPM
JPMORGAN CHASE & CO.
+$263.5K
230,449
-0%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$261.4K
359,590
+8%
增持
FRPH
FRP HLDGS INC
-$259.8K
110,734
+99%
减持
SBUX
STARBUCKS CORP
-$258.4K
4,656
-31%
增持
AI
C3 AI INC
+$254.5K
8,911
+6702%
减持
NKE
NIKE INC
-$250.7K
13,066
-1%
减持
VIGI
VANGUARD WHITEHALL FDS
-$234.0K
1,083
-73%
增持
PM
PHILIP MORRIS INTL INC
+$228.1K
21,335
+1%
减持
KO
COCA COLA CO
+$227.9K
109,489
-1%
减持
HRI
HERC HLDGS INC
-$226.0K
5,975
-2%
增持
WBD
WARNER BROS DISCOVERY INC
+$225.4K
80,943
+88%
增持
FDX
FEDEX CORP
+$221.2K
20,335
+0%
减持
MGA
MAGNA INTL INC
-$215.7K
7,943
-21%
减持
PYPL
PAYPAL HLDGS INC
-$206.7K
20,083
-2%
增持
ET
ENERGY TRANSFER L P
+$204.3K
384,774
+0%
减持
IVV
ISHARES TR
+$201.4K
10,247
-0%
增持
VTI
VANGUARD INDEX FDS
+$196.6K
6,426
+9%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$193.4K
173
-95%
减持
KVUE
KENVUE INC
-$192.6K
45,523
-4%
减持
QUAL
ISHARES TR
-$191.1K
1,878
-40%
减持
VTRS
VIATRIS INC
-$189.6K
48,722
-18%
增持
HUBB
HUBBELL INC
-$189.1K
8,285
+7%
建仓
ABCL
ABCELLERA BIOLOGICS INC
+$186.5K
63,000
减持
IJR
ISHARES TR
-$186.2K
4,682
-25%
增持
BLDR
BUILDERS FIRSTSOURCE INC
-$184.5K
2,705
+1%
减持
GE
GE AEROSPACE
-$183.3K
10,433
-1%
减持
CPRT
COPART INC
-$181.1K
42,930
-1%
减持
QQQ
INVESCO QQQ TR
-$176.3K
5,021
-14%
