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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 3
增持 79
减持 64
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
LOW
LOWES COS INC
+$90.5M
2,123,869
-3%
清仓
—
WESTROCK CO
-$30.0M
0
-100%
建仓
—
SMURFIT WESTROCK PLC
+$29.1M
589,664
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
1,001,412
-0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$19.4M
1,692,890
-2%
减持
GRBK
GREEN BRICK PARTNERS INC
+$19.2M
739,068
-1%
减持
META
META PLATFORMS INC
+$11.5M
170,848
-0%
增持
LEN
LENNAR CORP
+$10.3M
272,249
+0%
增持
MU
MICRON TECHNOLOGY INC
-$9.8M
355,323
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.3M
177,151
-0%
增持
GOOG
ALPHABET INC
-$7.8M
508,040
+0%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$6.3M
16,237
-43%
增持
MSFT
MICROSOFT CORP
-$6.1M
406,015
+0%
清仓
—
SUPER MICRO COMPUTER INC
-$5.8M
0
-100%
减持
GOOGL
ALPHABET INC
-$4.9M
280,215
-1%
减持
RTX
RTX CORPORATION
+$4.6M
226,491
-1%
减持
WMT
WALMART INC
+$4.3M
332,764
-0%
减持
WSM
WILLIAMS SONOMA INC
-$4.1M
80
-99%
增持
ABBV
ABBVIE INC
+$3.4M
131,022
+0%
减持
QCOM
QUALCOMM INC
-$3.4M
113,882
-0%
增持
ISRG
INTUITIVE SURGICAL INC
+$3.2M
62,900
+1%
减持
—
ACCENTURE PLC IRELAND
+$3.1M
79,068
-3%
增持
AMZN
AMAZON COM INC
-$2.8M
487,695
+1%
减持
JNJ
JOHNSON & JOHNSON
+$2.8M
179,036
-0%
增持
IRM
IRON MTN INC DEL
+$2.6M
88,982
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$2.6M
233,282
+1%
增持
HRI
HERC HLDGS INC
+$2.6M
21,036
+252%
增持
CAT
CATERPILLAR INC
+$2.5M
42,143
+1%
增持
MRK
MERCK & CO INC
-$2.5M
253,371
+0%
减持
MCD
MCDONALDS CORP
+$2.4M
51,822
-1%
增持
KBH
KB HOME
+$2.3M
150,935
+0%
增持
EVH
EVOLENT HEALTH INC
+$2.2M
228,786
+1%
减持
MMM
3M CO
+$2.1M
66,346
-2%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$2.1M
123,325
+2%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
1,588,076
+3%
减持
LLY
ELI LILLY & CO
-$2.0M
70,881
-1%
减持
UNH
UNITEDHEALTH GROUP INC
+$1.9M
37,811
-4%
增持
NU
NU HLDGS LTD
+$1.8M
2,332,757
+0%
减持
CSCO
CISCO SYS INC
+$1.6M
335,334
-2%
增持
ZS
ZSCALER INC
+$1.6M
9,855
+2842%
减持
—
TOTALENERGIES SE
-$1.5M
102,251
-16%
增持
BSX
BOSTON SCIENTIFIC CORP
+$1.5M
212,647
+0%
减持
LNC
LINCOLN NATL CORP IND
-$1.5M
7,365
-87%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
+$1.4M
79,641
-3%
减持
VO
VANGUARD INDEX FDS
+$1.4M
68,033
-0%
增持
DELL
DELL TECHNOLOGIES INC
+$1.4M
12,276
+2132%
增持
VB
VANGUARD INDEX FDS
+$1.4M
71,753
+0%
增持
V
VISA INC
+$1.4M
81,295
+2%
减持
HD
HOME DEPOT INC
+$1.3M
22,454
-1%
减持
INTC
INTEL CORP
-$1.3M
133,278
-7%
减持
TROW
PRICE T ROWE GROUP INC
-$1.3M
76,083
-8%
增持
AEP
AMERICAN ELEC PWR CO INC
+$1.3M
78,001
+1%
减持
NGVT
INGEVITY CORP
-$1.2M
65,912
-24%
减持
STZ
CONSTELLATION BRANDS INC
-$1.2M
23,178
-17%
减持
SCHM
SCHWAB STRATEGIC TR
+$1.1M
239,580
-1%
减持
RIO
RIO TINTO PLC
-$1.1M
101,919
-19%
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
28,524
+2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.1M
16,734
-0%
增持
DUK
DUKE ENERGY CORP NEW
+$1.1M
43,360
+11%
增持
TSLA
TESLA INC
+$1.1M
15,881
+1%
增持
PINS
PINTEREST INC
-$1.0M
89,866
+0%
增持
PG
PROCTER AND GAMBLE CO
+$1.0M
109,612
+1%
减持
TFC
TRUIST FINL CORP
+$1.0M
291,241
-1%
减持
SCHX
SCHWAB STRATEGIC TR
+$997.3K
311,315
-0%
增持
COST
COSTCO WHSL CORP NEW
+$995.4K
23,989
+1%
增持
KO
COCA COLA CO
+$978.2K
110,587
+1%
减持
ORCL
ORACLE CORP
+$976.4K
33,724
-0%
增持
NEE
NEXTERA ENERGY INC
+$971.3K
66,575
+1%
清仓
DNA
GINKGO BIOWORKS HOLDINGS INC
-$942.8K
0
-100%
减持
LOB
LIVE OAK BANCSHARES INC
+$917.6K
87,360
-5%
增持
—
TRANE TECHNOLOGIES PLC
+$910.1K
15,192
+0%
增持
MDLZ
MONDELEZ INTL INC
+$867.3K
95,518
+2%
减持
HON
HONEYWELL INTL INC
-$778.1K
57,418
-3%
增持
KMI
KINDER MORGAN INC DEL
+$777.1K
340,975
+0%
减持
ABT
ABBOTT LABS
+$769.6K
81,539
-1%
减持
ABNB
AIRBNB INC
-$717.7K
25,769
-2%
减持
ENVX
ENOVIX CORPORATION
-$702.4K
88,375
-11%
增持
MELI
MERCADOLIBRE INC
+$658.0K
1,345
+5%
增持
PNC
PNC FINL SVCS GROUP INC
+$637.6K
19,681
+2%
增持
PM
PHILIP MORRIS INTL INC
+$633.4K
23,002
+8%
增持
IVV
ISHARES TR
+$618.2K
10,793
+5%
增持
AVTR
AVANTOR INC
+$617.0K
73,557
+21%
增持
—
TERNS PHARMACEUTICALS INC
+$610.2K
376,600
+1%
减持
FANG
DIAMONDBACK ENERGY INC
-$610.0K
21,772
-0%
减持
—
SURMODICS INC
-$575.6K
115,950
-4%
减持
CL
COLGATE PALMOLIVE CO
+$522.8K
79,558
-0%
增持
FDX
FEDEX CORP
-$502.9K
20,441
+1%
减持
SCHA
SCHWAB STRATEGIC TR
+$499.6K
163,515
-2%
增持
SYK
STRYKER CORPORATION
+$494.1K
7,512
+15%
增持
VOO
VANGUARD INDEX FDS
+$486.4K
13,942
+1%
增持
AGG
ISHARES TR
+$479.9K
29,091
+15%
增持
PSX
PHILLIPS 66
-$461.9K
49,912
+0%
增持
NOW
SERVICENOW INC
+$456.1K
4,117
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$455.1K
165,196
+1%
增持
AMGN
AMGEN INC
+$450.0K
24,271
+3%
建仓
EME
EMCOR GROUP INC
+$430.5K
1,000
减持
DIS
DISNEY WALT CO
-$429.2K
13,023
-23%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$408.3K
23,750
+1%
增持
ENB
ENBRIDGE INC
+$401.0K
54,154
+7%
减持
DY
DYCOM INDS INC
+$399.5K
17,787
-3%
减持
MGK
VANGUARD WORLD FD
+$388.0K
57,243
-0%
增持
NTRA
NATERA INC
+$374.3K
16,170
+4%
增持
AI
C3 AI INC
+$373.9K
26,083
+193%
增持
SON
SONOCO PRODS CO
+$361.0K
92,036
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
+$357.5K
20,491
+0%
减持
IWR
ISHARES TR
+$351.3K
77,555
-3%
增持
QQQ
INVESCO QQQ TR
+$343.6K
5,633
+12%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$341.7K
4,428
+61%
增持
AVGO
BROADCOM INC
+$326.8K
27,136
+901%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$325.0K
6,554
+1%
增持
KMB
KIMBERLY-CLARK CORP
+$323.9K
65,078
+1%
增持
GE
GE AEROSPACE
+$320.9K
10,482
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$319.9K
7,053
+1%
增持
ABCL
ABCELLERA BIOLOGICS INC
+$310.5K
191,150
+203%
减持
SYY
SYSCO CORP
+$299.2K
49,576
-1%
减持
—
DISCOVER FINL SVCS
+$295.3K
31,327
-0%
建仓
EXP
EAGLE MATLS INC
+$287.6K
1,000
增持
NVO
NOVO-NORDISK A S
-$273.7K
21,435
+8%
增持
EW
EDWARDS LIFESCIENCES CORP
-$265.6K
10,416
+1%
增持
KVUE
KENVUE INC
+$253.5K
46,739
+3%
减持
NEM
NEWMONT CORP
+$251.7K
22,492
-1%
增持
VNQ
VANGUARD INDEX FDS
+$249.4K
13,881
+5%
减持
PEP
PEPSICO INC
+$245.4K
289,771
-3%
增持
SO
SOUTHERN CO
+$242.6K
19,080
+0%
减持
IT
GARTNER INC
+$242.4K
4,559
-1%
清仓
CRGY
CRESCENT ENERGY COMPANY
-$237.0K
0
-100%
增持
OXY
OCCIDENTAL PETE CORP
-$236.1K
22,488
+2%
减持
CVS
CVS HEALTH CORP
+$233.5K
125,991
-3%
减持
IWM
ISHARES TR
+$232.6K
14,048
-1%
增持
MO
ALTRIA GROUP INC
+$226.6K
33,075
+3%
增持
—
EXXON MOBIL CORP
+$223.9K
89,078
+0%
增持
RDVT
RED VIOLET INC
+$222.6K
8,361
+1294%
增持
GEV
GE VERNOVA INC
+$219.7K
2,608
+0%
减持
TM
TOYOTA MOTOR CORP
-$219.1K
5,822
-5%
减持
PYPL
PAYPAL HLDGS INC
+$205.8K
17,573
-12%
增持
SHW
SHERWIN WILLIAMS CO
+$203.5K
2,427
+0%
增持
DAR
DARLING INGREDIENTS INC
+$200.1K
5,441
+9616%
减持
SNAP
SNAP INC
-$197.7K
19,980
-19%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$197.0K
32,313
-9%
减持
MS
MORGAN STANLEY
+$194.3K
29,408
-0%
增持
TAP
MOLSON COORS BEVERAGE CO
+$193.3K
20,915
+5%
增持
FRPH
FRP HLDGS INC
+$191.7K
112,184
+1%
增持
NUE
NUCOR CORP
-$190.1K
25,199
+0%
增持
SCHE
SCHWAB STRATEGIC TR
+$187.6K
14,886
+60%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$185.4K
1,092
-75%
减持
DVY
ISHARES TR
+$182.6K
15,538
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$182.3K
102,701
-1%
增持
SCHR
SCHWAB STRATEGIC TR
+$175.0K
49,143
+4%
减持
BAC
BANK AMERICA CORP
-$173.6K
1,147,721
-0%
减持
HSIC
HENRY SCHEIN INC
+$172.1K
32,343
-5%
