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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 8
增持 60
减持 70
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
GOOG
ALPHABET INC
+$34.6M
499,301
-0%
减持
LLY
ELI LILLY & CO
+$24.0M
79,255
-1%
减持
MU
MICRON TECHNOLOGY INC
+$22.3M
206,483
-6%
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
-$17.9M
389,632
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$17.1M
638,251
-11%
减持
GOOGL
ALPHABET INC
+$16.9M
268,004
-3%
减持
META
META PLATFORMS INC
-$14.1M
156,059
-2%
增持
LOW
LOWES COS INC
-$13.7M
1,394,593
+0%
减持
AAPL
APPLE INC
+$13.7M
964,223
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$13.4M
263,263
-1%
建仓
MMM
3M CO
+$11.0M
68,459
清仓
ROP
ROPER TECHNOLOGIES INC
-$8.2M
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$7.7M
61,958
+1%
减持
GRBK
GREEN BRICK PARTNERS INC
-$7.5M
644,772
-1%
减持
NVDA
NVIDIA CORPORATION
-$7.3M
1,420,358
-3%
减持
LEN
LENNAR CORP
-$6.6M
261,972
-2%
增持
HIMS
HIMS & HERS HEALTH INC
-$6.2M
267,633
+2%
减持
ALAB
ASTERA LABS INC
-$5.6M
182,325
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$5.6M
240,983
+5%
增持
AMZN
AMAZON COM INC
+$5.5M
480,474
+0%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$5.1M
104,283
减持
KMB
KIMBERLY-CLARK CORP
-$4.9M
35,568
-48%
减持
MRK
MERCK & CO INC
+$3.9M
188,483
-1%
减持
TROW
PRICE T ROWE GROUP INC
-$3.8M
41,256
-47%
减持
JNJ
JOHNSON & JOHNSON
+$3.7M
177,770
-0%
减持
CAT
CATERPILLAR INC
+$3.7M
49,130
-4%
清仓
EVH
EVOLENT HEALTH INC
-$3.6M
0
-100%
增持
HUBB
HUBBELL INC
+$3.5M
16,690
+83%
减持
BAC
BANK AMERICA CORP
+$3.4M
1,126,924
-1%
减持
RTX
RTX CORPORATION
+$3.1M
219,927
-1%
减持
ORCL
ORACLE CORP
-$3.0M
34,766
-0%
清仓
—
TERNS PHARMACEUTICALS INC
-$2.6M
0
-100%
减持
WMT
WALMART INC
+$2.6M
334,890
-1%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$2.6M
197,982
+279%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$2.5M
38,045
减持
—
SMURFIT WESTROCK PLC
-$2.5M
554,057
-1%
增持
MRVL
MARVELL TECHNOLOGY INC
+$2.4M
111,010
+33%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$2.3M
176,452
+9%
减持
CSCO
CISCO SYS INC
+$2.2M
269,373
-1%
减持
UI
UBIQUITI INC
-$2.2M
20,021
-0%
增持
VBIL
VANGUARD INSTL INDEX FD
+$1.9M
57,672
+81%
清仓
—
SURMODICS INC
-$1.9M
0
-100%
增持
RIO
RIO TINTO PLC
+$1.7M
99,483
+5%
清仓
MSTR
STRATEGY INC
-$1.7M
0
-100%
减持
—
ACCENTURE PLC IRELAND
+$1.6M
78,202
-0%
增持
AMGN
AMGEN INC
+$1.6M
29,934
+4%
清仓
IDR
IDAHO STRATEGIC RESOURCES
-$1.6M
0
-100%
增持
—
EATON CORP PLC
-$1.6M
32,471
+2%
增持
CRI
CARTERS INC
+$1.5M
125,115
+37%
增持
IRM
IRON MTN INC DEL
-$1.4M
77,478
+0%
减持
CPNG
COUPANG INC
-$1.4M
61,240
-31%
增持
HD
HOME DEPOT INC
-$1.4M
23,299
+0%
增持
V
VISA INC
+$1.3M
80,813
+2%
增持
COF
CAPITAL ONE FINL CORP
+$1.3M
44,417
+0%
增持
TSLA
TESLA INC
+$1.3M
12,473
+28%
增持
PEP
PEPSICO INC
+$1.3M
284,874
+0%
增持
FDX
FEDEX CORP
+$1.3M
23,292
+1%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$1.2M
9,667
+68950%
减持
PG
PROCTER AND GAMBLE CO
-$1.2M
103,608
-1%
减持
ABT
ABBOTT LABS
-$1.1M
77,246
-4%
增持
—
EXXON MOBIL CORP
+$1.1M
90,501
+4%
增持
TFC
TRUIST FINL CORP
+$1.0M
274,601
+1%
减持
KBH
KB HOME
-$1.0M
138,720
-0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$977.0K
12,413
+7707%
减持
HON
HONEYWELL INTL INC
-$952.3K
43,496
-3%
增持
NFLX
NETFLIX INC
-$898.4K
28,231
+855%
增持
COST
COSTCO WHSL CORP NEW
-$885.8K
24,132
+3%
增持
AEP
AMERICAN ELEC PWR CO INC
+$881.3K
82,429
+8%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$876.7K
58,856
+1%
减持
PBR
PETROLEO BRASILEIRO SA PETRO
-$843.8K
502,831
-6%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$835.5K
20,769
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$829.9K
6,561
+76%
减持
ZS
ZSCALER INC
-$791.7K
9,919
-2%
增持
—
ASML HOLDING N V
+$780.9K
7,435
+0%
建仓
XHLF
BONDBLOXX ETF TRUST
+$769.3K
15,261
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$755.1K
16,460
-9%
建仓
MGV
VANGUARD WORLD FD
+$754.6K
5,346
增持
HRI
HERC HLDGS INC
+$748.3K
22,121
+2%
增持
MDLZ
MONDELEZ INTL INC
-$746.7K
101,728
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$713.0K
29,945
+1%
增持
MKL
MARKEL GROUP INC
+$712.2K
1,946
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$703.5K
18,025
+156%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$700.8K
935
-75%
减持
ENVX
ENOVIX CORPORATION
-$690.9K
13,997
-82%
减持
PINS
PINTEREST INC
-$687.0K
81,546
-6%
减持
NU
NU HLDGS LTD
+$684.0K
2,087,012
-2%
增持
NOW
SERVICENOW INC
-$681.6K
22,482
+401%
增持
AVGO
BROADCOM INC
+$677.8K
32,718
+1%
减持
ABBV
ABBVIE INC
-$666.8K
131,607
-1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$665.3K
77,719
+20%
减持
SGOV
ISHARES TR
-$665.2K
10,050
-40%
减持
SCHD
SCHWAB STRATEGIC TR
-$656.4K
37,964
-39%
增持
TEM
TEMPUS AI INC
-$650.3K
30,180
+0%
减持
WBD
WARNER BROS DISCOVERY INC
+$637.3K
69,455
-1%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$633.2K
342,130
-11%
增持
—
KLARNA GROUP PLC
+$630.0K
22,300
+5475%
减持
MLM
MARTIN MARIETTA MATLS INC
-$627.1K
7,438
-11%
增持
MS
MORGAN STANLEY
+$623.8K
30,905
+1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$584.0K
16,033
-3%
增持
NEM
NEWMONT CORP
+$581.1K
24,362
+11%
减持
DY
DYCOM INDS INC
+$571.4K
13,332
-1%
减持
NVO
NOVO-NORDISK A S
-$562.7K
9,692
-49%
减持
OXY
OCCIDENTAL PETE CORP
-$553.6K
10,610
-49%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$511.9K
34,262
+2%
减持
MO
ALTRIA GROUP INC
-$493.3K
27,029
-13%
清仓
—
PERFORMANT HEALTHCARE INC
-$480.0K
0
-100%
增持
SGI
SOMNIGROUP INTERNATIONAL INC
+$466.1K
19,200
+30%
减持
LBRT
LIBERTY ENERGY INC
+$460.8K
75,420
-0%
减持
MGK
VANGUARD WORLD FD
+$459.9K
54,891
-0%
减持
SYY
SYSCO CORP
-$451.8K
45,089
-2%
减持
QCOM
QUALCOMM INC
+$435.8K
113,462
-1%
清仓
COIN
COINBASE GLOBAL INC
-$432.7K
0
-100%
减持
ENB
ENBRIDGE INC
-$431.1K
159,200
-0%
减持
SCHX
SCHWAB STRATEGIC TR
+$425.5K
937,188
-0%
增持
BSX
BOSTON SCIENTIFIC CORP
-$424.0K
196,072
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$395.2K
304,128
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$395.1K
172,058
-0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$378.7K
254,426
+2%
减持
C
CITIGROUP INC
+$377.1K
29,837
-2%
减持
NUE
NUCOR CORP
+$358.0K
16,015
-4%
减持
USMV
ISHARES TR
-$356.9K
17,138
-17%
增持
VUSB
VANGUARD BD INDEX FDS
+$350.8K
102,239
+8%
建仓
Q
QNITY ELECTRONICS INC
+$333.2K
4,081
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$333.1K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$327.6K
9,183
-6%
减持
DHI
D R HORTON INC
-$309.4K
11,270
-1%
建仓
XONE
BONDBLOXX ETF TRUST
+$303.1K
6,100
减持
MRP
MILLROSE PPTYS INC
-$301.4K
55,066
-5%
清仓
ACOG
ALPHA COGNITION INC
-$295.6K
0
-100%
减持
—
CYBERARK SOFTWARE LTD
-$293.6K
7,042
-1%
增持
QXO
QXO INC
+$292.2K
94,475
+18%
减持
NEE
NEXTERA ENERGY INC
+$291.6K
66,839
-1%
增持
SCHM
SCHWAB STRATEGIC TR
+$286.2K
634,996
+0%
减持
ET
ENERGY TRANSFER L P
-$279.9K
383,301
-0%
减持
HSIC
HENRY SCHEIN INC
+$278.8K
31,050
-0%
清仓
FISV
FISERV INC
-$277.6K
0
-100%
增持
VO
VANGUARD INDEX FDS
-$275.9K
70,071
+0%
增持
TJX
TJX COS INC NEW
+$268.6K
5,713
+36%
增持
XLV
SELECT SECTOR SPDR TR
+$263.9K
16,066
+1%
增持
VB
VANGUARD INDEX FDS
+$257.1K
74,674
+0%
减持
PM
PHILIP MORRIS INTL INC
-$251.4K
23,415
-6%
增持
ARCC
ARES CAPITAL CORP
+$250.1K
257,855
+6%
增持
USB
US BANCORP DEL
+$249.8K
7,348
+146%
减持
IVW
ISHARES TR
-$248.5K
8,115
-22%
减持
CL
COLGATE PALMOLIVE CO
-$246.6K
75,442
-3%
增持
IQV
IQVIA HLDGS INC
+$244.4K
1,509
+199%
清仓
VVV
VALVOLINE INC
-$244.2K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$238.2K
81,844
-7%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$232.8K
27,416
+15%
增持
KMI
KINDER MORGAN INC DEL
-$231.7K
348,156
+1%
