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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 4
增持 82
减持 59
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$48.3M
975,635
+0%
减持
LOW
LOWES COS INC
+$39.9M
1,392,826
-0%
减持
NVDA
NVIDIA CORPORATION
+$39.3M
1,458,628
-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。
增持
GOOG
ALPHABET INC
+$33.4M
501,209
+0%
增持
ALAB
ASTERA LABS INC
+$20.1M
183,728
+4%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$19.3M
715,870
-12%
减持
GOOGL
ALPHABET INC
+$18.2M
275,453
-0%
清仓
MMM
3M CO
-$10.3M
0
-100%
减持
MU
MICRON TECHNOLOGY INC
+$9.5M
219,273
-1%
增持
MSFT
MICROSOFT CORP
+$8.2M
398,460
+0%
减持
GRBK
GREEN BRICK PARTNERS INC
+$7.0M
648,637
-0%
增持
ABBV
ABBVIE INC
+$6.3M
132,754
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$6.0M
228,573
+0%
减持
JNJ
JOHNSON & JOHNSON
+$5.8M
178,356
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$5.7M
265,783
+1%
增持
LLY
ELI LILLY & CO
+$5.1M
80,164
+12%
增持
BAC
BANK AMERICA CORP
+$5.0M
1,134,867
+0%
增持
ISRG
INTUITIVE SURGICAL INC
-$4.9M
61,299
+3%
增持
CAT
CATERPILLAR INC
+$4.8M
51,250
+1%
减持
UI
UBIQUITI INC
+$4.8M
20,046
-2%
增持
RTX
RTX CORPORATION
+$4.8M
222,614
+0%
增持
MRVL
MARVELL TECHNOLOGY INC
+$4.6M
83,314
+168%
增持
LEN
LENNAR CORP
+$4.3M
266,079
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.3M
88,201
-2%
增持
—
ACCENTURE PLC IRELAND
-$4.1M
78,406
+0%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$3.0M
161,585
+31%
增持
—
NEBIUS GROUP N.V.
+$3.0M
26,930
+2273%
减持
NU
NU HLDGS LTD
+$2.9M
2,139,452
-6%
减持
META
META PLATFORMS INC
-$2.9M
159,516
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.6M
172,813
-0%
减持
FLO
FLOWERS FOODS INC
-$2.6M
90,683
-61%
建仓
VBIL
VANGUARD INSTL INDEX FD
+$2.4M
31,776
增持
PEP
PEPSICO INC
+$2.4M
284,350
+0%
减持
ORCL
ORACLE CORP
+$2.2M
34,926
-0%
清仓
KLG
WK KELLOGG CO
-$2.1M
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.0M
941,315
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.9M
18,108
+6%
增持
HIMS
HIMS & HERS HEALTH INC
+$1.8M
262,783
+0%
减持
MGK
VANGUARD WORLD FD
+$1.8M
55,115
-1%
增持
AVGO
BROADCOM INC
+$1.8M
32,269
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.7M
9,728
-40%
减持
PG
PROCTER AND GAMBLE CO
-$1.7M
104,344
-6%
减持
WMT
WALMART INC
+$1.7M
336,773
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$1.6M
29,589
+1%
增持
BSX
BOSTON SCIENTIFIC CORP
-$1.6M
195,836
+2%
减持
—
SURMODICS INC
-$1.6M
62,155
-46%
建仓
QXO
QXO INC
+$1.5M
80,285
减持
KBH
KB HOME
+$1.5M
139,345
-0%
增持
TSLA
TESLA INC
+$1.4M
9,742
+7%
增持
VB
VANGUARD INDEX FDS
+$1.4M
74,509
+0%
增持
—
ASML HOLDING N V
+$1.3M
7,410
+1%
减持
GAM
GENERAL AMERN INVS CO INC
-$1.3M
890
-96%
建仓
SSB
SOUTHSTATE BK CORP
+$1.2M
12,347
增持
SCHM
SCHWAB STRATEGIC TR
+$1.2M
634,553
+1%
增持
HD
HOME DEPOT INC
+$1.2M
23,233
+3%
清仓
—
SOUTHSTATE CORPORATION
-$1.1M
0
-100%
清仓
ADX
ADAMS DIVERSIFIED EQUITY FD
-$1.1M
0
-100%
增持
V
VISA INC
-$1.1M
79,118
+0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$1.0M
76,654
+5%
增持
IDR
IDAHO STRATEGIC RESOURCES
+$1.0M
47,455
+7%
增持
RIO
RIO TINTO PLC
+$1.0M
94,913
+5%
增持
QCOM
QUALCOMM INC
+$988.9K
114,041
+1%
增持
—
EATON CORP PLC
+$968.3K
31,863
+4%
增持
HON
HONEYWELL INTL INC
-$949.1K
44,836
+1%
增持
SCHA
SCHWAB STRATEGIC TR
+$914.7K
296,286
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$911.6K
28,023
+12%
增持
ROP
ROPER TECHNOLOGIES INC
-$894.9K
16,375
+2%
增持
SCHB
SCHWAB STRATEGIC TR
+$879.9K
135,412
+24%
增持
COST
COSTCO WHSL CORP NEW
-$867.8K
23,439
+3%
清仓
IT
GARTNER INC
-$866.2K
0
-100%
减持
VO
VANGUARD INDEX FDS
+$854.0K
69,929
-1%
增持
VVX
V2X INC
+$842.4K
14,509
+161111%
增持
IVV
ISHARES TR
+$826.4K
11,057
+4%
增持
PSX
PHILLIPS 66
+$812.8K
46,041
+1%
增持
CL
COLGATE PALMOLIVE CO
-$789.6K
77,658
+1%
减持
ENB
ENBRIDGE INC
+$789.1K
159,445
-0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$783.9K
64,664
+31%
增持
VUSB
VANGUARD BD INDEX FDS
+$708.7K
94,906
+17%
减持
MLM
MARTIN MARIETTA MATLS INC
+$675.7K
8,343
-0%
减持
INTC
INTEL CORP
+$674.2K
64,034
-3%
减持
MRK
MERCK & CO INC
+$660.5K
189,648
-2%
增持
MCD
MCDONALDS CORP
+$658.2K
52,623
+0%
增持
NEM
NEWMONT CORP
+$653.2K
21,960
+7%
增持
AGG
ISHARES TR
+$633.3K
42,670
+16%
减持
DY
DYCOM INDS INC
+$597.1K
13,482
-1%
增持
MS
MORGAN STANLEY
+$596.9K
30,591
+1%
增持
VOO
VANGUARD INDEX FDS
+$562.9K
12,121
+0%
增持
CVX
CHEVRON CORP NEW
+$559.8K
32,085
+4%
减持
TFC
TRUIST FINL CORP
+$535.9K
272,697
-2%
增持
AMGN
AMGEN INC
+$521.5K
28,918
+6%
减持
NFLX
NETFLIX INC
-$516.4K
2,957
-3%
增持
TROW
PRICE T ROWE GROUP INC
+$510.6K
77,884
+0%
减持
KO
COCA COLA CO
-$498.6K
107,301
-0%
减持
TEM
TEMPUS AI INC
+$497.6K
30,138
-1%
增持
GE
GE AEROSPACE
+$483.2K
10,212
+1%
增持
FNDF
SCHWAB STRATEGIC TR
+$460.5K
45,112
+22%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
-$460.4K
382,525
+3%
增持
PM
PHILIP MORRIS INTL INC
-$443.7K
24,915
+2%
减持
C
CITIGROUP INC
+$443.0K
30,587
-2%
减持
MSTR
STRATEGY INC
-$435.5K
5,236
-0%
减持
—
CYBERARK SOFTWARE LTD
+$431.5K
7,109
-4%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$430.3K
16,517
-1%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$417.4K
3,718
+46%
增持
COIN
COINBASE GLOBAL INC
+$402.9K
1,282
+1408%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$392.2K
33,487
-2%
增持
PNC
PNC FINL SVCS GROUP INC
+$391.7K
20,569
+2%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$387.1K
23,833
+29%
减持
WBD
WARNER BROS DISCOVERY INC
+$384.8K
69,859
-18%
增持
LBRT
LIBERTY ENERGY INC
+$382.6K
75,485
+58%
减持
CSCO
CISCO SYS INC
-$381.6K
271,475
-1%
减持
NEE
NEXTERA ENERGY INC
+$379.8K
67,217
-1%
增持
VOT
VANGUARD INDEX FDS
+$378.3K
4,307
+38%
减持
ET
ENERGY TRANSFER L P
-$373.5K
384,649
-0%
减持
ABT
ABBOTT LABS
-$368.4K
80,330
-2%
减持
—
SMURFIT WESTROCK PLC
-$366.0K
561,092
-0%
增持
MDLZ
MONDELEZ INTL INC
-$364.3K
99,630
+2%
增持
FDX
FEDEX CORP
+$354.5K
23,147
+3%
增持
USMV
ISHARES TR
+$350.5K
20,713
+20%
减持
—
EXXON MOBIL CORP
+$338.8K
87,104
-1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$333.7K
58,445
+3%
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$333.1K
3,934
减持
IWR
ISHARES TR
+$331.0K
75,849
-0%
减持
IWM
ISHARES TR
+$323.1K
13,708
-1%
增持
PINS
PINTEREST INC
-$316.5K
86,981
+0%
增持
HRI
HERC HLDGS INC
-$314.0K
21,721
+0%
减持
AI
C3 AI INC
-$308.6K
1,253
-91%
增持
CPNG
COUPANG INC
+$302.8K
88,695
+4%
减持
WM
WASTE MGMT INC DEL
-$290.3K
29,861
-1%
减持
SYY
SYSCO CORP
+$287.4K
45,839
-0%
减持
QQQ
INVESCO QQQ TR
+$286.6K
6,401
-1%
增持
FRPH
FRP HLDGS INC
-$277.1K
111,634
+0%
增持
VUG
VANGUARD INDEX FDS
+$269.7K
5,916
+1%
减持
AVTR
AVANTOR INC
-$269.6K
59,277
-21%
减持
NVO
NOVO-NORDISK A S
-$260.7K
19,028
-0%
减持
PBR
PETROLEO BRASILEIRO SA PETRO
-$259.1K
537,546
-5%
增持
LH
LABCORP HOLDINGS INC
+$241.3K
9,293
+1%
减持
DIS
DISNEY WALT CO
-$237.9K
10,869
-9%
减持
CARR
CARRIER GLOBAL CORPORATION
-$237.7K
17,053
-1%
增持
DELL
DELL TECHNOLOGIES INC
+$234.3K
12,030
+0%
减持
SGOV
ISHARES TR
-$229.4K
16,624
-12%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$228.7K
1,778
+42%
减持
HSIC
HENRY SCHEIN INC
-$219.8K
31,158
-1%
减持
—
FABRINET
+$217.1K
3,231
-1%
增持
KMI
KINDER MORGAN INC DEL
-$216.0K
346,256
+2%
减持
CRI
CARTERS INC
-$215.8K
91,270
-1%
减持
ADBE
ADOBE INC
-$213.4K
813
-37%
增持
KMB
KIMBERLY-CLARK CORP
-$208.7K
68,009
+1%
增持
IEFA
ISHARES TR
+$207.5K
13,954
+15%
增持
GPK
GRAPHIC PACKAGING HLDG CO
+$204.5K
31,799
+60%
增持
ARCC
ARES CAPITAL CORP
-$203.4K
243,325
+3%
