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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 3
增持 73
减持 72
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$70.3M
1,473,927
-2%
减持
MSFT
MICROSOFT CORP
+$48.1M
398,450
-0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$32.0M
816,322
-13%
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
META
META PLATFORMS INC
+$25.7M
162,685
-1%
减持
AAPL
APPLE INC
-$17.0M
975,375
-0%
减持
LOW
LOWES COS INC
-$16.0M
1,397,615
-0%
建仓
ALAB
ASTERA LABS INC
+$15.9M
175,844
增持
AMZN
AMAZON COM INC
+$14.0M
480,698
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$13.9M
16,233
-55%
增持
GOOG
ALPHABET INC
+$10.7M
499,868
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$10.3M
262,700
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$10.1M
227,894
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$9.4M
173,546
-1%
增持
—
EATON CORP PLC
+$8.6M
30,691
+254%
增持
NU
NU HLDGS LTD
+$8.0M
2,282,236
+0%
减持
MRK
MERCK & CO INC
-$7.8M
192,700
-25%
减持
MU
MICRON TECHNOLOGY INC
+$7.7M
220,663
-1%
增持
COF
CAPITAL ONE FINL CORP
+$7.1M
44,437
+239%
增持
BAC
BANK AMERICA CORP
+$6.5M
1,131,508
+0%
增持
GOOGL
ALPHABET INC
+$6.1M
276,816
+0%
减持
PEP
PEPSICO INC
-$5.7M
284,343
-1%
增持
CAT
CATERPILLAR INC
+$5.6M
50,581
+19%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$5.5M
89,929
+0%
清仓
—
DISCOVER FINL SVCS
-$5.3M
0
-100%
减持
HIMS
HIMS & HERS HEALTH INC
+$5.2M
262,163
-1%
增持
AVGO
BROADCOM INC
+$3.8M
32,074
+7%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$3.4M
56,612
+2785%
减持
WMT
WALMART INC
+$3.3M
338,078
-0%
增持
RTX
RTX CORPORATION
+$3.2M
222,252
+1%
增持
TROW
PRICE T ROWE GROUP INC
+$3.0M
77,548
+60%
增持
ABBV
ABBVIE INC
-$3.0M
131,459
+0%
增持
—
CYBERARK SOFTWARE LTD
+$3.0M
7,381
+49107%
增持
LLY
ELI LILLY & CO
-$3.0M
71,869
+1%
减持
MGK
VANGUARD WORLD FD
+$2.9M
55,558
-2%
增持
ORCL
ORACLE CORP
+$2.8M
34,933
+1%
增持
CRI
CARTERS INC
+$2.8M
92,645
+46223%
减持
ISRG
INTUITIVE SURGICAL INC
+$2.7M
59,482
-0%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$2.6M
16,748
-1%
增持
CPNG
COUPANG INC
+$2.6M
85,220
+170340%
减持
JNJ
JOHNSON & JOHNSON
-$2.5M
178,673
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.4M
17,074
-9%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.3M
930,860
+1%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$2.2M
34,052
-40%
减持
—
SMURFIT WESTROCK PLC
-$2.2M
562,032
-4%
减持
UI
UBIQUITI INC
+$2.1M
20,473
-0%
增持
MRVL
MARVELL TECHNOLOGY INC
+$2.0M
31,136
+416%
增持
MSTR
MICROSTRATEGY INC
+$2.0M
5,251
+1219%
增持
VO
VANGUARD INDEX FDS
+$2.0M
70,342
+2%
减持
CSCO
CISCO SYS INC
+$2.0M
273,219
-1%
增持
TEM
TEMPUS AI INC
+$1.9M
30,450
+8020%
减持
GRBK
GREEN BRICK PARTNERS INC
+$1.8M
649,786
-3%
增持
VB
VANGUARD INDEX FDS
+$1.6M
74,214
+3%
减持
SPY
SPDR S&P 500 ETF TR
+$1.6M
29,249
-1%
减持
—
TRANE TECHNOLOGIES PLC
+$1.5M
15,187
-0%
减持
LEN
LENNAR CORP
-$1.5M
264,540
-1%
增持
—
ASML HOLDING N V
+$1.4M
7,308
+8%
增持
NFLX
NETFLIX INC
+$1.3M
3,033
+2%
减持
IT
GARTNER INC
-$1.3M
2,143
-58%
增持
MELI
MERCADOLIBRE INC
+$1.3M
1,874
+1%
减持
IRM
IRON MTN INC DEL
+$1.3M
77,234
-0%
增持
BSX
BOSTON SCIENTIFIC CORP
+$1.3M
192,941
+0%
减持
—
EXXON MOBIL CORP
-$1.2M
87,961
-2%
减持
DY
DYCOM INDS INC
+$1.2M
13,652
-4%
增持
PG
PROCTER AND GAMBLE CO
-$1.2M
111,122
+0%
减持
ZS
ZSCALER INC
+$1.1M
9,796
-1%
减持
—
ACCENTURE PLC IRELAND
-$1.0M
78,370
-0%
减持
KLG
WK KELLOGG CO
-$1.0M
134,083
-15%
增持
COST
COSTCO WHSL CORP NEW
+$1.0M
22,793
+0%
减持
KBH
KB HOME
-$987.5K
139,495
-3%
增持
MCD
MCDONALDS CORP
-$953.6K
52,481
+1%
减持
NOW
SERVICENOW INC
+$934.3K
4,131
-1%
减持
CVS
CVS HEALTH CORP
-$897.7K
48,751
-22%
增持
USMV
ISHARES TR
+$889.6K
17,259
+121%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$829.7K
22,444
-27%
增持
QQQ
INVESCO QQQ TR
+$805.5K
6,448
+10%
增持
TFC
TRUIST FINL CORP
+$792.1K
277,549
+3%
减持
HON
HONEYWELL INTL INC
+$787.3K
44,602
-2%
减持
MS
MORGAN STANLEY
+$728.5K
30,284
-0%
增持
CVX
CHEVRON CORP NEW
-$727.4K
30,887
+0%
增持
TSLA
TESLA INC
+$674.3K
9,112
+6%
增持
VGT
VANGUARD WORLD FD
+$660.8K
1,316
+237%
增持
IVV
ISHARES TR
+$656.7K
10,588
+1%
减持
VOO
VANGUARD INDEX FDS
+$628.8K
12,077
-1%
增持
PM
PHILIP MORRIS INTL INC
+$610.0K
24,455
+1%
减持
QCOM
QUALCOMM INC
+$589.0K
112,916
-0%
增持
V
VISA INC
+$587.2K
79,074
+1%
减持
MLM
MARTIN MARIETTA MATLS INC
+$586.0K
8,348
-0%
增持
AMGN
AMGEN INC
-$568.3K
27,360
+4%
增持
MMM
3M CO
+$559.4K
67,586
+2%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$557.9K
2,550
增持
KMB
KIMBERLY-CLARK CORP
-$547.0K
67,219
+4%
增持
EMR
EMERSON ELEC CO
+$507.7K
15,128
+10%
减持
IWR
ISHARES TR
+$501.2K
76,027
-0%
减持
AEP
AMERICAN ELEC PWR CO INC
-$465.0K
73,102
-1%
减持
AVTR
AVANTOR INC
-$444.1K
74,992
-16%
清仓
ECHO
ECHOSTAR CORP
-$432.7K
0
-100%
减持
RIO
RIO TINTO PLC
-$429.5K
90,133
-5%
减持
PINS
PINTEREST INC
+$418.6K
86,856
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$415.9K
25,103
+3%
增持
DELL
DELL TECHNOLOGIES INC
+$413.7K
12,000
+3%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
-$405.0K
564,661
+8%
增持
VUG
VANGUARD INDEX FDS
+$402.4K
5,857
+0%
增持
FLOT
ISHARES TR
+$396.1K
12,457
+166%
增持
FLO
FLOWERS FOODS INC
-$391.8K
234,725
+8%
减持
VBR
VANGUARD INDEX FDS
-$387.7K
232
-90%
减持
C
CITIGROUP INC
+$377.6K
31,268
-3%
减持
PSCI
INVESCO EXCH TRADED FD TR II
+$376.6K
24,793
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$375.5K
7,949
+0%
减持
CPRT
COPART INC
-$373.5K
44,102
-2%
增持
TDW
TIDEWATER INC NEW
+$368.0K
13,488
+124%
增持
GLD
SPDR GOLD TR
+$367.1K
1,916
+154%
增持
SCHF
SCHWAB STRATEGIC TR
+$363.5K
144,539
+1%
增持
—
FABRINET
+$363.3K
3,261
+8%
减持
CL
COLGATE PALMOLIVE CO
-$358.4K
76,981
-2%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$350.2K
13,275
+48%
减持
NVO
NOVO-NORDISK A S
-$338.3K
19,075
-19%
减持
TAP
MOLSON COORS BEVERAGE CO
-$337.0K
4
-100%
增持
RDDT
REDDIT INC
+$336.5K
5,945
+12%
增持
SCHW
SCHWAB CHARLES CORP
+$335.8K
25,881
+0%
增持
ROP
ROPER TECHNOLOGIES INC
-$322.8K
15,985
+0%
增持
AGG
ISHARES TR
+$318.8K
36,738
+9%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$313.6K
450
-85%
减持
SLB
SCHLUMBERGER LTD
-$310.0K
5,281
-55%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$309.8K
45,153
+51%
增持
KMI
KINDER MORGAN INC DEL
+$309.1K
340,766
+0%
增持
VTI
VANGUARD INDEX FDS
+$304.6K
6,520
+7%
减持
HD
HOME DEPOT INC
-$296.4K
22,452
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$295.4K
6,448
-0%
增持
MKL
MARKEL GROUP INC
+$282.5K
1,816
+2%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$278.1K
123,216
+6%
减持
LH
LABCORP HOLDINGS INC
+$272.6K
9,243
-0%
减持
AMLP
ALPS ETF TR
-$265.9K
82,556
-0%
增持
SGOV
ISHARES TR
+$263.5K
18,904
+16%
减持
VOE
VANGUARD INDEX FDS
-$253.2K
458
-78%
增持
PNC
PNC FINL SVCS GROUP INC
+$246.3K
20,069
+1%
减持
TXT
TEXTRON INC
-$244.8K
49,709
-15%
建仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$231.8K
21,088
增持
MDLZ
MONDELEZ INTL INC
+$227.4K
97,745
+4%
减持
PFE
PFIZER INC
-$225.8K
114,152
-3%
减持
TXN
TEXAS INSTRS INC
+$221.4K
8,110
-0%
减持
PSX
PHILLIPS 66
-$216.0K
45,681
-0%
减持
SCHD
SCHWAB STRATEGIC TR
-$215.4K
69,402
-6%
减持
VDE
VANGUARD WORLD FD
-$212.3K
9,514
-8%
减持
SCHB
SCHWAB STRATEGIC TR
+$211.9K
109,172
-2%
增持
GPK
GRAPHIC PACKAGING HLDG CO
+$196.1K
19,892
+130%
增持
MCO
MOODYS CORP
+$195.1K
687
+114%
减持
ABT
ABBOTT LABS
+$192.5K
81,816
-1%
减持
IWM
ISHARES TR
+$191.2K
13,873
-1%
减持
ENVX
ENOVIX CORPORATION
+$190.1K
71,550
-4%
增持
SYK
STRYKER CORPORATION
+$188.7K
7,738
+0%
