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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 11
增持 72
减持 65
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
-$43.5M
391,492
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$28.6M
579,797
-9%
减持
NVDA
NVIDIA CORPORATION
-$22.4M
1,390,529
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。
-2%
减持
AAPL
APPLE INC
-$19.9M
954,501
-1%
减持
GOOG
ALPHABET INC
-$14.5M
495,496
-1%
增持
META
META PLATFORMS INC
-$13.3M
156,791
+0%
减持
LLY
ELI LILLY & CO
-$12.9M
78,553
-1%
减持
MU
MICRON TECHNOLOGY INC
+$10.5M
205,436
-1%
增持
ALAB
ASTERA LABS INC
-$10.1M
184,908
+1%
增持
AMZN
AMAZON COM INC
-$10.0M
484,274
+1%
增持
NVS
NOVARTIS AG
+$9.8M
68,728
+1188%
减持
HIMS
HIMS & HERS HEALTH INC
-$8.7M
1,025
-100%
建仓
CTAS
CINTAS CORP
+$8.0M
47,329
减持
LOW
LOWES COS INC
-$6.8M
1,394,452
-0%
增持
BAC
BANK AMERICA CORP
-$6.8M
1,132,378
+0%
增持
JPM
JPMORGAN CHASE & CO
-$6.6M
241,394
+0%
减持
CAT
CATERPILLAR INC
+$6.5M
48,922
-0%
增持
GOOGL
ALPHABET INC
-$6.5M
269,075
+0%
减持
JNJ
JOHNSON & JOHNSON
+$6.4M
176,669
-1%
增持
ISRG
INTUITIVE SURGICAL INC
-$6.1M
62,800
+1%
增持
BSX
BOSTON SCIENTIFIC CORP
-$6.0M
201,532
+3%
减持
—
ACCENTURE PLC IRELAND
-$5.9M
76,017
-3%
增持
QCOM
QUALCOMM INC
-$4.7M
114,343
+1%
增持
NU
NU HLDGS LTD
-$4.6M
2,112,866
+1%
增持
—
EXXON MOBIL CORP
+$4.5M
90,617
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.4M
171,270
-0%
减持
WMT
WALMART INC
+$4.2M
333,325
-0%
增持
LEN
LENNAR CORP
-$4.1M
262,412
+0%
减持
UI
UBIQUITI INC
+$4.1M
19,146
-4%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$3.9M
27,465
-92%
增持
COST
COSTCO WHOLESALE CORPORATION
+$3.7M
24,622
+2%
增持
V
VISA INC
-$3.6M
81,800
+1%
减持
PBR
PETROLEO BRASILEIRO S A
+$3.5M
456,331
-9%
增持
SOLS
SOLSTICE ADVANCED MATLS INC
+$3.3M
110,499
+6%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$3.3M
83,317
+2%
清仓
—
CYBERARK SOFTWARE LTD
-$3.1M
0
-100%
减持
PEP
PEPSICO INC
+$3.0M
284,753
-0%
增持
ADBE
ADOBE INC
+$2.9M
13,071
+1508%
减持
MGK
VANGUARD WORLD FD
-$2.8M
53,910
-2%
增持
COF
CAPITAL ONE FINL CORP
-$2.6M
44,723
+1%
建仓
PANW
PALO ALTO NETWORKS INC
+$2.6M
16,124
增持
MRVL
MARVELL TECHNOLOGY INC
+$2.5M
120,970
+9%
增持
AMD
ADVANCED MICRO DEVICES INC
-$2.5M
264,965
+1%
减持
ABT
ABBOTT LABORATORIES
-$2.5M
70,246
-9%
减持
PSX
PHILLIPS 66
+$2.3M
45,404
-1%
建仓
COPX
GLOBAL X FDS
+$2.2M
29,120
增持
RTX
RTX CORPORATION
+$2.2M
220,342
+0%
增持
—
ASML HLDG NV
+$2.1M
7,638
+3%
减持
KMI
KINDER MORGAN INC DEL
+$2.1M
346,971
-0%
增持
RIO
RIO TINTO PLC
+$1.9M
105,137
+6%
增持
CVX
CHEVRON CORPORATION
+$1.8M
32,618
+1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$1.6M
15,218
-5%
增持
—
EATON CORP PLC
+$1.6M
33,301
+3%
增持
ORCL
ORACLE CORP
-$1.6M
35,522
+2%
减持
FDX
FEDEX CORP
+$1.5M
23,238
-0%
增持
IRM
IRON MTN INC DEL
+$1.5M
78,121
+1%
增持
NVO
NOVO-NORDISK A S
+$1.4M
51,205
+428%
增持
ABBV
ABBVIE INC
-$1.4M
131,895
+0%
减持
MRK
MERCK & CO INC
+$1.4M
176,372
-6%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$1.3M
184,492
+5%
建仓
MTZ
MASTEC INC
+$1.3M
4,093
增持
—
SMURFIT WESTROCK PLC
+$1.3M
570,563
+3%
增持
FNDF
SCHWAB STRATEGIC TR
+$1.2M
64,650
+51%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.2M
16,962
+3%
减持
ARCC
ARES CAPITAL CORP
-$1.2M
223,081
-13%
减持
HON
HONEYWELL INTL INC
+$1.2M
42,709
-2%
减持
AEP
AMERICAN ELEC PWR CO INC
+$1.2M
81,308
-1%
增持
SCHX
SCHWAB STRATEGIC TR
-$1.1M
940,055
+0%
减持
NOW
SERVICENOW INC
-$1.1M
22,405
-0%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.1M
29,721
-1%
减持
SON
SONOCO PRODS CO
+$1.1M
105,572
-0%
减持
HRI
HERC HLDGS INC
-$1.1M
21,981
-1%
增持
ET
ENERGY TRANSFER L P
+$1.1M
383,340
+0%
增持
ENB
ENBRIDGE INC
+$1.1M
160,154
+1%
增持
AMGN
AMGEN INC
+$1.0M
30,709
+3%
增持
MMM
3M CO
-$995.9K
68,611
+0%
增持
IEMG
ISHARES INC
+$993.9K
22,313
+167%
减持
TFC
TRUIST FINL CORP
-$971.3K
272,825
-1%
减持
GRBK
GREEN BRICK PARTNERS INC
+$966.1K
641,855
-0%
增持
TSLA
TESLA INC
-$943.9K
12,550
+1%
增持
IEFA
ISHARES TR
+$928.0K
24,064
+72%
建仓
SNDK
SANDISK CORP
+$918.1K
1,445
增持
SCHM
SCHWAB STRATEGIC TR
+$901.5K
645,860
+2%
增持
NEE
NEXTERA ENERGY INC
+$881.2K
67,259
+1%
增持
AVGO
BROADCOM INC
-$862.0K
33,801
+3%
减持
ZS
ZSCALER INC
-$852.1K
9,829
-1%
增持
AMLP
ALPS ETF TR
+$851.6K
91,654
+8%
减持
CRM
SALESFORCE INC
-$767.4K
1,554
-61%
减持
KBH
KB HOME
-$752.5K
136,670
-1%
增持
KO
COCA COLA CO
+$746.5K
106,375
+1%
减持
PINS
PINTEREST INC
-$704.5K
76,704
-6%
减持
HUBB
HUBBELL INC
+$692.9K
16,516
-1%
增持
GEV
GE VERNOVA INC
+$671.5K
2,719
+4%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
+$653.5K
34,237
-0%
减持
RDVT
RED VIOLET INC
-$634.8K
27,013
-2%
减持
RDDT
REDDIT INC
-$577.0K
5,864
-1%
建仓
KLAC
KLA CORP
+$566.9K
385
减持
UNF
UNIFIRST CORP MASS
+$532.0K
10,941
-5%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$524.3K
37,238
-2%
减持
XHLF
BONDBLOXX ETF TRUST
-$516.6K
5,020
-67%
增持
INTC
INTEL CORP
+$504.1K
63,127
+2%
减持
—
NEBIUS GROUP N.V.
+$493.4K
26,480
-2%
减持
CVS
CVS HEALTH CORP
-$491.9K
39,945
-6%
减持
TEM
TEMPUS AI INC
-$489.7K
28,580
-5%
增持
CRI
CARTERS INC
+$481.0K
126,915
+1%
减持
IVV
ISHARES TR
-$472.9K
10,745
-2%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$460.3K
14,101
+46%
增持
MGV
VANGUARD WORLD FD
+$459.9K
8,379
+57%
增持
DUK
DUKE ENERGY CORP NEW
+$447.1K
31,386
+0%
减持
VOO
VANGUARD INDEX FDS
-$445.6K
11,600
-1%
增持
VVX
V2X INC
+$444.4K
19,869
+18%
增持
MELI
MERCADOLIBRE INC
-$444.0K
2,538
+6%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$441.5K
25,919
-5%
减持
DELL
DELL TECHNOLOGIES INC
+$433.2K
11,770
-1%
增持
MDLZ
MONDELEZ INTL INC
+$428.6K
102,442
+1%
增持
NTRA
NATERA INC
-$423.8K
16,530
+2%
增持
XLE
SELECT SECTOR SPDR TR
+$410.5K
22,640
+4%
减持
CPRT
COPART INC
-$393.7K
43,132
-8%
减持
VDE
VANGUARD WORLD FD
+$386.1K
8,234
-0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$385.9K
17,353
+40%
减持
MRP
MILLROSE PPTYS INC
-$385.0K
44,993
-18%
减持
SQ
BLOCK INC
-$376.4K
547
-91%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$374.8K
34,359
+25%
增持
TROW
PRICE T ROWE GROUP INC
-$372.9K
42,721
+4%
增持
SCHA
SCHWAB STRATEGIC TR
+$372.8K
310,674
+2%
建仓
SHEL
SHELL PLC
+$370.3K
3,982
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$367.3K
6,154
-2%
减持
AVTR
AVANTOR INC
-$357.8K
36,022
-36%
增持
QXO
QXO INC
+$357.7K
112,260
+19%
增持
VB
VANGUARD INDEX FDS
+$337.6K
74,831
+0%
减持
PFE
PFIZER INC
+$331.1K
107,853
-0%
增持
CPNG
COUPANG INC
+$326.9K
93,830
+53%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$325.3K
13,250
-36%
减持
AXP
AMERICAN EXPRESS CO
-$315.3K
4,339
-1%
增持
HD
HOME DEPOT INC
-$314.9K
23,419
+1%
增持
—
FABRINET
+$313.1K
3,421
+6%
增持
MS
MORGAN STANLEY
-$308.2K
31,466
+2%
清仓
XONE
BONDBLOXX ETF TRUST
-$303.1K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
-$298.2K
10,101
+10%
建仓
PAYC
PAYCOM SOFTWARE INC
+$280.0K
2,304
建仓
VLO
VALERO ENERGY CORP
+$279.0K
1,129
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$277.9K
708
减持
VZ
VERIZON COMMUNICATIONS INC
+$277.8K
29,988
-1%
减持
QQQ
INVESCO QQQ TR
-$276.7K
6,278
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$276.3K
144,228
+5%
减持
VO
VANGUARD INDEX FDS
-$268.1K
69,879
-0%
建仓
SILJ
AMPLIFY ETF TR
+$263.8K
8,875
减持
IWF
ISHARES TR
-$262.4K
4,869
-1%
减持
MLM
MARTIN MARIETTA MATLS INC
-$255.7K
7,433
-0%
增持
COP
CONOCOPHILLIPS
+$250.5K
6,485
+0%
