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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 7
增持 57
减持 84
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$40.0M
1,499,841
-1%
减持
AAPL
APPLE INC
-$32.1M
977,372
-2%
减持
LOW
LOWES COS INC
-$26.8M
1,398,092
-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
MSFT
MICROSOFT CORP
-$19.9M
399,896
-1%
减持
GOOG
ALPHABET INC
-$17.5M
499,019
-0%
增持
AMZN
AMAZON COM INC
-$13.9M
480,658
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$13.3M
175,853
-1%
增持
GOOGL
ALPHABET INC
-$9.5M
276,256
+0%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$8.0M
10
建仓
HIMS
HIMS & HERS HEALTH INC
+$7.8M
265,468
减持
MU
MICRON TECHNOLOGY INC
-$6.3M
223,641
-27%
减持
LEN
LENNAR CORP
-$6.0M
268,167
-1%
增持
LLY
ELI LILLY & CO
+$6.0M
71,443
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$6.0M
262,344
+51%
减持
—
TOTALENERGIES SE
-$5.3M
1,488
-98%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$5.3M
939,134
-16%
减持
STZ
CONSTELLATION BRANDS INC
-$4.9M
522
-98%
增持
ENB
ENBRIDGE INC
+$4.6M
160,666
+171%
减持
TSLA
TESLA INC
-$4.3M
8,567
-47%
减持
TROW
PRICE T ROWE GROUP INC
-$3.9M
48,337
-35%
减持
ABBV
ABBVIE INC
+$3.9M
130,846
-1%
减持
JNJ
JOHNSON & JOHNSON
+$3.8M
179,471
-0%
减持
—
ACCENTURE PLC IRELAND
-$3.7M
78,397
-2%
减持
RTX
RTX CORPORATION
+$3.5M
220,952
-1%
减持
FANG
DIAMONDBACK ENERGY INC
-$3.5M
514
-98%
减持
BAC
BANK AMERICA CORP
-$2.8M
1,127,403
-1%
减持
V
VISA INC
+$2.7M
78,434
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$2.7M
89,523
+1%
增持
MRK
MERCK & CO INC
-$2.4M
256,410
+0%
减持
ABNB
AIRBNB INC
-$2.4M
26
-100%
减持
MGK
VANGUARD WORLD FD
-$2.2M
56,617
-1%
减持
META
META PLATFORMS INC
-$2.0M
163,759
-1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$2.0M
247,791
+21%
减持
HON
HONEYWELL INTL INC
-$2.0M
45,335
-12%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$2.0M
520,911
+22%
建仓
MRP
MILLROSE PPTYS INC
+$2.0M
73,643
减持
BSX
BOSTON SCIENTIFIC CORP
+$1.9M
192,846
-2%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.8M
59,713
-1%
增持
AVGO
BROADCOM INC
-$1.6M
29,985
+4%
减持
IRM
IRON MTN INC DEL
-$1.6M
77,265
-2%
减持
ABT
ABBOTT LABS
+$1.6M
82,437
-0%
减持
TFC
TRUIST FINL CORP
-$1.6M
270,712
-8%
减持
PEP
PEPSICO INC
-$1.5M
288,515
-1%
增持
AMGN
AMGEN INC
+$1.5M
26,344
+3%
减持
LOB
LIVE OAK BANCSHARES INC
-$1.4M
47,730
-28%
减持
VB
VANGUARD INDEX FDS
-$1.4M
72,194
-0%
减持
CSCO
CISCO SYS INC
-$1.4M
274,800
-11%
增持
CAT
CATERPILLAR INC
-$1.3M
42,533
+1%
减持
KBH
KB HOME
-$1.2M
144,125
-2%
减持
SCHM
SCHWAB STRATEGIC TR
-$1.2M
667,206
-1%
增持
MELI
MERCADOLIBRE INC
+$1.2M
1,852
+30%
减持
HRI
HERC HLDGS INC
-$1.2M
21,001
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$1.1M
228,075
-0%
减持
MCD
MCDONALDS CORP
+$1.1M
52,140
-1%
增持
PM
PHILIP MORRIS INTL INC
+$1.1M
24,217
+5%
增持
NOW
SERVICENOW INC
-$1.1M
4,161
+1%
增持
WM
WASTE MGMT INC DEL
+$1.1M
30,543
+3%
增持
—
SURMODICS INC
-$995.1K
114,950
+1%
增持
—
ASML HOLDING N V
+$984.4K
6,752
+34%
增持
AMLP
ALPS ETF TR
+$975.5K
82,779
+20%
增持
PSX
PHILLIPS 66
+$964.5K
45,884
+11%
增持
—
TERNS PHARMACEUTICALS INC
-$963.6K
346,850
+0%
减持
MMM
3M CO
+$951.8K
66,253
-3%
减持
KO
COCA COLA CO
+$927.2K
107,609
-2%
增持
NU
NU HLDGS LTD
+$918.7K
2,281,213
+5%
增持
COST
COSTCO WHSL CORP NEW
+$909.0K
22,791
+1%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$866.9K
116,525
+7%
减持
TAP
MOLSON COORS BEVERAGE CO
-$862.2K
5,539
-74%
减持
—
EXXON MOBIL CORP
+$860.9K
90,068
-2%
增持
ORCL
ORACLE CORP
-$849.2K
34,688
+1%
减持
FDX
FEDEX CORP
-$798.2K
20,840
-0%
减持
DY
DYCOM INDS INC
-$794.7K
14,173
-16%
减持
SPSM
SPDR SER TR
-$776.6K
6,668
-71%
减持
ROP
ROPER TECHNOLOGIES INC
+$769.3K
15,916
-4%
增持
KMB
KIMBERLY-CLARK CORP
+$768.4K
64,798
+0%
减持
IVE
ISHARES TR
-$765.8K
7,439
-35%
减持
XLF
SELECT SECTOR SPDR TR
-$762.9K
7,008
-70%
减持
AEP
AMERICAN ELEC PWR CO INC
+$750.4K
73,671
-7%
减持
IJH
ISHARES TR
-$745.4K
20,628
-34%
减持
SO
SOUTHERN CO
-$730.1K
9,139
-52%
增持
WMT
WALMART INC
-$727.1K
338,214
+0%
增持
SCHX
SCHWAB STRATEGIC TR
-$712.6K
925,684
+1%
减持
MDLZ
MONDELEZ INTL INC
+$700.2K
93,827
-1%
减持
CVS
CVS HEALTH CORP
-$690.9K
62,886
-43%
减持
GRBK
GREEN BRICK PARTNERS INC
+$680.5K
669,644
-1%
减持
UI
UBIQUITI INC
-$678.6K
20,480
-3%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
-$677.9K
56,892
+0%
增持
SCHA
SCHWAB STRATEGIC TR
-$656.1K
318,662
+1%
减持
KRE
SPDR SER TR
-$605.4K
552
-95%
建仓
RDDT
REDDIT INC
+$558.6K
5,325
减持
UNH
UNITEDHEALTH GROUP INC
-$539.1K
36,193
-6%
增持
PG
PROCTER AND GAMBLE CO
+$510.5K
110,709
+1%
增持
—
EATON CORP PLC
-$506.9K
8,663
+0%
增持
—
TRANE TECHNOLOGIES PLC
-$489.5K
15,196
+0%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$486.3K
373,320
+13%
减持
PYPL
PAYPAL HLDGS INC
-$443.0K
14,130
-12%
增持
HD
HOME DEPOT INC
-$441.1K
23,270
+1%
建仓
LBRT
LIBERTY ENERGY INC
+$416.9K
26,335
减持
TM
TOYOTA MOTOR CORP
-$405.3K
5,472
-22%
增持
SLB
SCHLUMBERGER LTD
+$403.8K
11,686
+426%
减持
YUM
YUM BRANDS INC
+$402.9K
18,524
-1%
增持
SGOV
ISHARES TR
+$400.6K
16,290
+32%
减持
DELL
DELL TECHNOLOGIES INC
-$396.5K
11,602
-8%
减持
PSCI
INVESCO EXCH TRADED FD TR II
-$389.6K
24,808
-0%
减持
ET
ENERGY TRANSFER L P
-$386.8K
384,665
-0%
减持
TXT
TEXTRON INC
-$376.3K
58,629
-3%
增持
VO
VANGUARD INDEX FDS
-$367.1K
68,654
+0%
增持
KLG
WK KELLOGG CO
+$362.7K
157,976
+2%
减持
IWR
ISHARES TR
-$362.1K
76,302
-2%
减持
PFE
PFIZER INC
-$352.4K
118,107
-6%
增持
SPY
SPDR S&P 500 ETF TR
-$339.3K
29,431
+3%
减持
INTC
INTEL CORP
-$339.1K
67,910
-28%
减持
GE
GE AEROSPACE
+$333.9K
10,071
-0%
增持
PNC
PNC FINL SVCS GROUP INC
-$332.9K
19,884
+0%
减持
CARR
CARRIER GLOBAL CORPORATION
-$332.8K
16,885
-18%
减持
DUK
DUKE ENERGY CORP NEW
-$330.1K
32,439
-18%
增持
AGG
ISHARES TR
+$328.6K
33,619
+9%
增持
FLO
FLOWERS FOODS INC
-$327.0K
217,920
+1%
减持
KMI
KINDER MORGAN INC DEL
+$326.1K
340,322
-1%
减持
NKE
NIKE INC
-$323.5K
10,311
-20%
增持
MLM
MARTIN MARIETTA MATLS INC
-$317.6K
8,359
+0%
减持
ENVX
ENOVIX CORPORATION
-$299.2K
74,900
-4%
减持
XOP
SPDR SER TR
-$292.7K
2,295
-49%
减持
EWJ
ISHARES INC
-$291.2K
7,337
-38%
减持
ADBE
ADOBE INC
-$291.1K
1,343
-26%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$285.5K
29,933
+192%
减持
SYY
SYSCO CORP
-$270.7K
46,439
-5%
减持
EMR
EMERSON ELEC CO
-$258.1K
13,766
-3%
建仓
TDW
TIDEWATER INC NEW
+$254.2K
6,014
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$246.8K
9,400
-2%
增持
CRM
SALESFORCE INC
-$245.6K
4,057
+2%
减持
DIS
DISNEY WALT CO
-$245.0K
13,144
-5%
增持
NEM
NEWMONT CORP
+$239.4K
21,411
+0%
减持
MKL
MARKEL GROUP INC
+$239.2K
1,789
-1%
减持
SON
SONOCO PRODS CO
-$237.4K
94,581
-2%
减持
MO
ALTRIA GROUP INC
+$236.0K
32,165
-1%
清仓
MXCT
MAXCYTE INC
-$234.5K
0
-100%
增持
CL
COLGATE PALMOLIVE CO
+$232.5K
78,506
+0%
增持
NVO
NOVO-NORDISK A S
-$231.3K
23,475
+7%
建仓
ACOG
ALPHA COGNITION INC
+$229.7K
45,402
增持
AAP
ADVANCE AUTO PARTS INC
+$225.8K
13,200
+114%
增持
QQQ
INVESCO QQQ TR
-$219.6K
5,867
+1%
增持
T
AT&T INC
+$210.8K
32,427
+5%
减持
SQ
BLOCK INC
-$209.2K
2,365
-40%
增持
IVV
ISHARES TR
-$205.5K
10,531
+1%
清仓
PSN
PARSONS CORP DEL
-$204.4K
0
-100%
增持
VUG
VANGUARD INDEX FDS
-$201.3K
5,847
+1%
增持
XLK
SELECT SECTOR SPDR TR
-$200.2K
7,930
+0%
增持
SCHR
SCHWAB STRATEGIC TR
+$196.1K
110,468
+5%
增持
NFLX
NETFLIX INC
+$195.6K
2,972
+3%
