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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 4
增持 60
减持 84
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
LOW
LOWES COS INC
-$222.4M
1,429,902
-33%
减持
GRBK
GREEN BRICK PARTNERS INC
-$23.4M
679,172
-8%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$21.5M
1,117,509
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。
-34%
减持
AAPL
APPLE INC
+$15.9M
995,287
-1%
减持
AMZN
AMAZON COM INC
+$14.5M
480,154
-2%
减持
LEN
LENNAR CORP
-$14.2M
270,032
-1%
减持
MU
MICRON TECHNOLOGY INC
-$11.1M
305,544
-14%
减持
GOOG
ALPHABET INC
+$10.5M
501,254
-1%
减持
LLY
ELI LILLY & CO
-$9.8M
68,616
-3%
减持
NVDA
NVIDIA CORPORATION
+$9.7M
1,508,235
-5%
减持
NU
NU HLDGS LTD
-$9.4M
2,166,113
-7%
增持
AMD
ADVANCED MICRO DEVICES INC
-$6.1M
173,623
+5%
减持
GOOGL
ALPHABET INC
+$5.7M
275,708
-2%
减持
JPM
JPMORGAN CHASE & CO.
+$5.6M
228,599
-2%
减持
MSFT
MICROSOFT CORP
-$4.7M
403,427
-1%
增持
PEP
PEPSICO INC
-$4.5M
292,565
+1%
减持
BAC
BANK AMERICA CORP
+$4.3M
1,133,815
-1%
增持
WMT
WALMART INC
+$3.6M
336,761
+1%
增持
MRK
MERCK & CO INC
-$3.3M
255,649
+1%
减持
KBH
KB HOME
-$3.3M
146,435
-3%
增持
JNJ
JOHNSON & JOHNSON
-$3.0M
179,539
+0%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$3.0M
109,208
-11%
减持
CVS
CVS HEALTH CORP
-$3.0M
110,301
-12%
减持
ROP
ROPER TECHNOLOGIES INC
-$2.8M
16,571
-19%
增持
UNH
UNITEDHEALTH GROUP INC
-$2.6M
38,538
+2%
增持
EVH
EVOLENT HEALTH INC
-$2.5M
350,155
+53%
减持
—
SMURFIT WESTROCK PLC
+$2.5M
586,932
-0%
减持
V
VISA INC
+$2.4M
78,463
-3%
增持
ABBV
ABBVIE INC
-$2.4M
132,253
+1%
增持
TSLA
TESLA INC
+$2.4M
16,138
+2%
减持
IRM
IRON MTN INC DEL
-$2.3M
78,604
-12%
减持
CDE
COEUR MNG INC
-$2.3M
15,250
-96%
减持
UI
UBIQUITI INC
+$2.1M
21,180
-5%
增持
AVGO
BROADCOM INC
+$2.0M
28,740
+6%
减持
QCOM
QUALCOMM INC
-$1.9M
113,770
-0%
减持
PSX
PHILLIPS 66
-$1.9M
41,264
-17%
增持
KMI
KINDER MORGAN INC DEL
+$1.9M
342,455
+0%
减持
RTX
RTX CORPORATION
-$1.7M
222,323
-2%
减持
NUE
NUCOR CORP
-$1.6M
18,544
-26%
减持
TXT
TEXTRON INC
-$1.6M
60,299
-14%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$1.5M
56,642
-29%
减持
BCPC
BALCHEM CORP
-$1.5M
76,345
-4%
减持
LOB
LIVE OAK BANCSHARES INC
-$1.5M
66,725
-24%
减持
RIO
RIO TINTO PLC
-$1.4M
98,814
-3%
减持
META
META PLATFORMS INC
-$1.4M
164,696
-4%
减持
MDLZ
MONDELEZ INTL INC
-$1.3M
94,852
-1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.3M
17,122
+5%
减持
ARCC
ARES CAPITAL CORP
-$1.3M
227,140
-24%
减持
INTC
INTEL CORP
-$1.2M
93,831
-30%
减持
VDE
VANGUARD WORLD FD
-$1.2M
10,409
-49%
减持
—
TOTALENERGIES SE
-$1.2M
98,758
-3%
减持
—
TERNS PHARMACEUTICALS INC
-$1.2M
346,725
-8%
增持
SCHM
SCHWAB STRATEGIC TR
-$1.2M
674,447
+182%
减持
MGK
VANGUARD WORLD FD
+$1.2M
57,204
-0%
减持
KO
COCA COLA CO
-$1.2M
109,579
-1%
增持
CAT
CATERPILLAR INC
-$1.2M
42,229
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.2M
17,664
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.1M
177,359
+0%
减持
CL
COLGATE PALMOLIVE CO
-$1.1M
78,358
-2%
增持
AMGN
AMGEN INC
-$1.1M
25,666
+6%
减持
STZ
CONSTELLATION BRANDS INC
-$967.8K
22,647
-2%
减持
XLV
SELECT SECTOR SPDR TR
-$958.5K
15,800
-22%
减持
VOO
VANGUARD INDEX FDS
-$935.8K
11,928
-14%
增持
SCHF
SCHWAB STRATEGIC TR
-$913.7K
146,628
+66%
减持
ABNB
AIRBNB INC
-$912.2K
17,925
-30%
减持
KMB
KIMBERLY-CLARK CORP
-$809.4K
64,483
-1%
增持
NFLX
NETFLIX INC
+$795.0K
2,890
+15%
增持
NEE
NEXTERA ENERGY INC
-$764.3K
67,838
+2%
增持
HUBB
HUBBELL INC
+$721.4K
9,144
+26%
减持
DUK
DUKE ENERGY CORP NEW
-$712.8K
39,787
-8%
减持
FLO
FLOWERS FOODS INC
-$708.2K
216,345
-4%
增持
NOW
SERVICENOW INC
+$704.6K
4,138
+1%
增持
AEP
AMERICAN ELEC PWR CO INC
-$703.3K
79,146
+1%
减持
VNQ
VANGUARD INDEX FDS
-$694.3K
7,440
-46%
增持
—
ASML HOLDING N V
-$684.9K
5,035
+0%
增持
RDVT
RED VIOLET INC
+$678.4K
25,312
+203%
增持
NVO
NOVO-NORDISK A S
-$666.2K
21,926
+2%
增持
HRI
HERC HLDGS INC
+$646.0K
21,126
+0%
减持
PG
PROCTER AND GAMBLE CO
-$628.3K
109,493
-0%
减持
COST
COSTCO WHSL CORP NEW
-$621.3K
22,532
-6%
减持
MS
MORGAN STANLEY
+$620.2K
29,317
-0%
增持
—
EXXON MOBIL CORP
-$590.8K
91,577
+3%
增持
DHI
D R HORTON INC
-$586.3K
11,633
+0%
增持
MCD
MCDONALDS CORP
-$571.8K
52,463
+1%
减持
DY
DYCOM INDS INC
-$552.0K
16,970
-5%
增持
GS
GOLDMAN SACHS GROUP INC
+$550.7K
7,060
+0%
清仓
—
STERICYCLE INC
-$549.0K
0
-100%
增持
NTRA
NATERA INC
+$524.3K
16,280
+1%
建仓
—
FABRINET
+$517.8K
2,355
增持
PBR
PETROLEO BRASILEIRO SA PETRO
-$510.1K
426,746
+3%
减持
NGVT
INGEVITY CORP
-$499.6K
50,822
-23%
减持
CSCO
CISCO SYS INC
+$462.8K
309,279
-8%
减持
ISRG
INTUITIVE SURGICAL INC
+$459.5K
60,082
-4%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$451.2K
329,975
-12%
增持
SPY
SPDR S&P 500 ETF TR
+$437.7K
28,662
+0%
减持
PFE
PFIZER INC
-$431.5K
126,093
-3%
减持
NEM
NEWMONT CORP
-$407.8K
21,342
-5%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$373.4K
204,791
-1%
清仓
—
LAM RESEARCH CORP
-$368.2K
0
-100%
减持
PINS
PINTEREST INC
-$342.9K
88,486
-2%
减持
ADBE
ADOBE INC
-$340.7K
1,813
-18%
增持
MELI
MERCADOLIBRE INC
-$338.5K
1,424
+6%
增持
TM
TOYOTA MOTOR CORP
+$331.6K
7,046
+21%
建仓
LRCX
LAM RESEARCH CORP
+$323.8K
4,470
增持
SON
SONOCO PRODS CO
-$322.5K
96,323
+5%
增持
ENB
ENBRIDGE INC
+$313.6K
59,222
+9%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$306.1K
88,768
-14%
增持
SCHA
SCHWAB STRATEGIC TR
-$298.7K
314,089
+92%
减持
—
TRANE TECHNOLOGIES PLC
-$296.3K
15,187
-0%
减持
GE
GE AEROSPACE
-$294.2K
10,088
-4%
增持
MMM
3M CO
-$291.4K
68,000
+2%
增持
VB
VANGUARD INDEX FDS
+$291.0K
72,254
+1%
增持
DIS
DISNEY WALT CO
+$289.6K
13,801
+6%
增持
FDX
FEDEX CORP
+$285.0K
20,896
+2%
减持
ABCL
ABCELLERA BIOLOGICS INC
-$281.2K
73,650
-61%
增持
AVTR
AVANTOR INC
-$272.5K
77,382
+5%
增持
—
SOUTHSTATE CORPORATION
+$271.9K
12,516
+25%
增持
IVW
ISHARES TR
+$268.4K
10,344
+27%
减持
HON
HONEYWELL INTL INC
-$263.9K
51,374
-11%
减持
UPS
UNITED PARCEL SERVICE INC
-$255.8K
469
-80%
增持
CPRT
COPART INC
+$247.9K
42,912
+2%
增持
TFC
TRUIST FINL CORP
+$246.3K
292,822
+1%
减持
CARR
CARRIER GLOBAL CORPORATION
-$246.0K
20,490
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$244.2K
34,860
-4%
减持
BSX
BOSTON SCIENTIFIC CORP
-$242.5K
196,790
-7%
增持
DAR
DARLING INGREDIENTS INC
+$241.6K
13,172
+142%
增持
VUG
VANGUARD INDEX FDS
+$236.0K
5,773
+4%
减持
CVX
CHEVRON CORP NEW
-$227.4K
34,325
-3%
增持
QQQ
INVESCO QQQ TR
+$222.0K
5,819
+3%
增持
EXE
EXPAND ENERGY CORPORATION
+$220.6K
9,231
+11%
建仓
BLK
BLACKROCK INC
+$215.3K
210
减持
CRM
SALESFORCE INC
+$214.4K
3,989
-2%
减持
MGA
MAGNA INTL INC
-$212.5K
2,225
-70%
减持
SCHW
SCHWAB CHARLES CORP
+$211.2K
25,822
-2%
增持
GEV
GE VERNOVA INC
+$207.0K
2,649
+2%
减持
C
CITIGROUP INC
+$200.8K
34,580
-3%
减持
ELV
ELEVANCE HEALTH INC
-$200.2K
1,311
-0%
增持
—
ACCENTURE PLC IRELAND
+$197.4K
80,009
+1%
增持
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
+$195.4K
54,500
+1012%
减持
CNI
CANADIAN NATL RY CO
-$195.4K
11,075
-2%
增持
PNC
PNC FINL SVCS GROUP INC
+$189.8K
19,849
+1%
减持
BABA
ALIBABA GROUP HLDG LTD
-$187.8K
2,440
-34%
减持
MLM
MARTIN MARIETTA MATLS INC
-$183.8K
8,353
-0%
建仓
SCYB
SCHWAB STRATEGIC TR
+$179.7K
6,868
减持
HSIC
HENRY SCHEIN INC
-$177.8K
31,503
-3%
增持
SCHB
SCHWAB STRATEGIC TR
-$173.7K
111,133
+174%
增持
IT
GARTNER INC
+$173.6K
5,127
+12%
增持
VO
VANGUARD INDEX FDS
+$173.2K
68,612
+1%
减持
AI
C3 AI INC
-$171.2K
13,383
-49%
增持
WM
WASTE MGMT INC DEL
-$170.0K
29,792
+0%
