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SIGMA INVESTMENT COUNSELORS INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SIGMA INVESTMENT COUNSELORS INC
报告期 2026-03-31 · CIK 0001085163
持仓数
194
前50大市值合计
$1.67B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 4
增持 89
减持 53
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
IBDS
ISHARES TR
+$2.6M
1,002,807
+11%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.2M
720,129
+2%
增持
IBDR
ISHARES TR
+$1.9M
1,041,658
+8%
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
—
OAK STR HEALTH INC
-$1.9M
48,796
-28%
增持
IBDT
ISHARES TR
+$1.7M
609,465
+12%
增持
—
ISHARES TR
+$1.7M
957,067
+7%
增持
—
ISHARES TR
+$1.7M
997,841
+7%
增持
IVV
ISHARES TR
+$1.6M
612,991
+0%
增持
—
ISHARES TR
+$1.6M
913,034
+7%
增持
UPS
UNITED PARCEL SERVICE INC
-$1.5M
59,703
+0%
增持
SJNK
SPDR SER TR
+$1.4M
1,389,129
+5%
增持
—
ISHARES TR
+$1.4M
898,199
+7%
增持
TIP
ISHARES TR
+$1.3M
336,185
+3%
增持
IJH
ISHARES TR
+$1.3M
358,042
+4%
增持
VTI
VANGUARD INDEX FDS
+$1.2M
77,640
+8%
增持
QQQ
INVESCO QQQ TR
+$970.0K
15,820
+19%
减持
DHR
DANAHER CORPORATION
+$910.0K
27,297
-1%
减持
COST
COSTCO WHSL CORP NEW
+$841.0K
15,884
-0%
增持
SNPS
SYNOPSYS INC
+$778.0K
32,421
+0%
增持
SUB
ISHARES TR
+$767.0K
13,521
+112%
减持
AMZN
AMAZON COM INC
-$764.0K
4,057
-1%
减持
IWM
ISHARES TR
-$712.0K
65,191
-0%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$666.0K
24,427
-14%
减持
—
ISHARES TR
-$638.0K
639,242
-4%
增持
SNOW
SNOWFLAKE INC
+$629.0K
9,490
+2%
增持
JPM
JPMORGAN CHASE & CO
+$584.0K
61,070
+1%
减持
AAPL
APPLE INC
+$580.0K
144,309
-0%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$563.0K
21,793
+1%
增持
ISRG
INTUITIVE SURGICAL INC
+$556.0K
5,964
+2%
增持
URI
UNITED RENTALS INC
+$541.0K
11,886
+4%
减持
LII
LENNOX INTL INC
-$525.0K
8,035
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$504.0K
71,267
+1%
增持
LOW
LOWES COS INC
+$487.0K
41,559
+1%
增持
CAT
CATERPILLAR INC
-$446.0K
27,947
+5%
减持
NFLX
NETFLIX INC
+$421.0K
5,272
-0%
减持
MSFT
MICROSOFT CORP
+$419.0K
53,569
-1%
增持
DOCU
DOCUSIGN INC
-$418.0K
19,424
+0%
增持
IEMG
ISHARES INC
-$399.0K
92,268
+1%
减持
VYM
VANGUARD WHITEHALL FDS
-$390.0K
196,696
-1%
增持
AJG
GALLAGHER ARTHUR J & CO
+$372.0K
38,511
+1%
建仓
V
VISA INC
+$368.0K
1,652
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$331.0K
154,490
-2%
建仓
BP
BP PLC
+$283.0K
10,351
增持
PLD
PROLOGIS INC.
+$279.0K
29,977
+3%
增持
HRL
HORMEL FOODS CORP
-$277.0K
57,265
+4%
增持
ROP
ROPER TECHNOLOGIES INC
-$273.0K
14,236
+1%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$267.0K
1,772,104
+2%
增持
F
FORD MTR CO DEL
+$254.0K
45,309
+74%
增持
ITOT
ISHARES TR
+$250.0K
4,863
+111%
清仓
—
NOVOCURE LTD
-$249.0K
0
-100%
减持
IWB
ISHARES TR
-$247.0K
110,957
-1%
增持
EFA
ISHARES TR
+$246.0K
71,153
+6%
增持
NVDA
NVIDIA CORPORATION
+$237.0K
25,088
+305%
清仓
IYZ
ISHARES TR
-$232.0K
0
-100%
清仓
AMGN
AMGEN INC
-$224.0K
0
-100%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$223.0K
295,203
+1%
建仓
CRM
SALESFORCE COM INC
+$219.0K
807
清仓
—
CITRIX SYS INC
-$209.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$205.0K
18,171
+16%
建仓
WFC
WELLS FARGO CO NEW
+$200.0K
4,312
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$177.0K
6,233
-3%
增持
PG
PROCTER AND GAMBLE CO
+$171.0K
33,693
+0%
增持
GNTX
GENTEX CORP
+$165.0K
107,866
+5%
减持
IEFA
ISHARES TR
-$160.0K
214,906
-0%
增持
XLV
SELECT SECTOR SPDR TR
+$158.0K
3,671
+50%
减持
—
TWITTER INC
-$150.0K
4,314
-28%
减持
SYK
STRYKER CORPORATION
+$145.0K
45,177
-0%
减持
BIIB
BIOGEN INC
-$134.0K
956
-18%
增持
SNA
SNAP ON INC
-$126.0K
17,749
+3%
减持
IAU
ISHARES GOLD TR
-$122.0K
211,255
-1%
增持
KEY
KEYCORP
+$121.0K
97,547
+1%
增持
VTV
VANGUARD INDEX FDS
+$120.0K
81,860
+3%
增持
COR
AMERISOURCEBERGEN CORP
+$118.0K
16,097
+2%
减持
IDEV
ISHARES TR
-$103.0K
34,265
-3%
增持
VTEB
VANGUARD MUN BD FDS
+$98.0K
23,808
+9%
增持
DTE
DTE ENERGY CO
-$98.0K
6,545
+2%
增持
GOOGL
ALPHABET INC
+$97.0K
389
+1%
增持
META
FACEBOOK INC
-$94.0K
24,126
+1%
减持
SHYG
ISHARES TR
-$93.0K
124,382
-1%
增持
SBUX
STARBUCKS CORP
+$91.0K
36,047
+4%
增持
ORCL
ORACLE CORP
+$80.0K
6,336
+4%
减持
VOO
VANGUARD INDEX FDS
-$79.0K
8,552
-2%
减持
SCHD
SCHWAB STRATEGIC TR
-$77.0K
7,608
-10%
减持
VZ
VERIZON COMMUNICATIONS INC
-$73.0K
4,516
-20%
增持
MUB
ISHARES TR
+$73.0K
2,920
+29%
增持
T
AT&T INC
-$69.0K
54,626
+2%
减持
IWN
ISHARES TR
-$65.0K
1,577
-18%
增持
ABBV
ABBVIE INC
-$64.0K
45,261
+3%
增持
VXF
VANGUARD INDEX FDS
+$64.0K
1,800
+29%
增持
PFE
PFIZER INC
+$61.0K
14,899
+1%
增持
TJX
TJX COS INC NEW
-$57.0K
81,682
+1%
减持
SCHX
SCHWAB STRATEGIC TR
-$54.0K
26,636
-2%
增持
UNH
UNITEDHEALTH GROUP INC
-$53.0K
16,174
+2%
增持
KMI
KINDER MORGAN INC DEL
-$51.0K
87,111
+5%
增持
GOOG
ALPHABET INC
+$46.0K
275
+0%
减持
VNQ
VANGUARD INDEX FDS
-$45.0K
40,147
-1%
减持
GOVT
ISHARES TR
-$44.0K
11,850
-12%
增持
GS
GOLDMAN SACHS GROUP INC
+$43.0K
12,937
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$43.0K
28,423
+1%
减持
MMM
3M CO
-$42.0K
1,679
-1%
增持
HD
HOME DEPOT INC
+$41.0K
2,768
+2%
增持
BA
BOEING CO
-$38.0K
17,546
+8%
减持
CMCSA
COMCAST CORP NEW
-$37.0K
12,124
-3%
增持
TGT
TARGET CORP
-$36.0K
3,070
+1%
增持
INTC
INTEL CORP
-$34.0K
13,940
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$33.0K
910
-1%
减持
IVE
ISHARES TR
-$32.0K
5,530
-2%
减持
IGSB
ISHARES TR
-$31.0K
4,025
-12%
减持
SCHE
SCHWAB STRATEGIC TR
-$30.0K
11,259
-1%
减持
JNJ
JOHNSON & JOHNSON
-$29.0K
7,766
-0%
减持
SHOP
SHOPIFY INC
-$26.0K
174
-3%
增持
PTON
PELOTON INTERACTIVE INC
+$25.0K
2,666
+60%
减持
VBK
VANGUARD INDEX FDS
-$25.0K
2,170
-1%
减持
XLF
SELECT SECTOR SPDR TR
+$24.0K
35,281
-0%
增持
CSCO
CISCO SYS INC
+$24.0K
5,755
+5%
增持
IJR
ISHARES TR
-$24.0K
580,354
+3%
增持
SCHA
SCHWAB STRATEGIC TR
-$24.0K
6,848
+0%
减持
LLY
LILLY ELI & CO
-$24.0K
2,041
-6%
增持
DIS
DISNEY WALT CO
-$21.0K
5,555
+2%
减持
MCD
MCDONALDS CORP
-$21.0K
901
-13%
增持
—
EXXON MOBIL CORP
-$21.0K
25,644
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$21.0K
18,652
+0%
减持
—
JOHNSON CTLS INTL PLC
-$20.0K
3,012
-8%
减持
ICF
ISHARES TR
-$18.0K
29,103
-1%
增持
—
ROCKWELL MED INC
-$18.0K
142,834
+27%
减持
IJK
ISHARES TR
-$18.0K
5,358
-2%
增持
XLE
SELECT SECTOR SPDR TR
+$18.0K
45,996
+4%
增持
WM
WASTE MGMT INC DEL
+$17.0K
1,483
+2%
增持
IWR
ISHARES TR
+$16.0K
257,639
+1%
减持
ADSK
AUTODESK INC
-$15.0K
1,057
-2%
减持
HDV
ISHARES TR
-$15.0K
5,561
-0%
增持
SCHF
SCHWAB STRATEGIC TR
-$14.0K
22,304
+0%
增持
KR
KROGER CO
+$14.0K
5,786
+1%
增持
NKE
NIKE INC
-$13.0K
1,558
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$13.0K
3,292
+0%
增持
MRK
MERCK & CO INC
-$12.0K
5,225
+1%
减持
PM
PHILIP MORRIS INTL INC
-$12.0K
2,360
-1%
增持
SCHM
SCHWAB STRATEGIC TR
-$11.0K
11,713
+1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$10.0K
1,990
+8%
增持
SO
SOUTHERN CO
+$8.0K
4,964
+0%
增持
DUK
DUKE ENERGY CORP NEW
+$8.0K
3,757
+3%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$8.0K
1,120
-5%
减持
WMT
WALMART INC
-$7.0K
1,530
-2%
减持
CVS
CVS HEALTH CORP
+$6.0K
32,162
-1%
减持
PEP
PEPSICO INC
+$5.0K
3,665
-1%
减持
BAC
BK OF AMERICA CORP
-$5.0K
10,794
-4%
增持
XME
SPDR SER TR
-$4.0K
6,928
+2%
增持
VO
VANGUARD INDEX FDS
-$3.0K
5,119
+0%
减持
XLK
SELECT SECTOR SPDR TR
-$3.0K
4,252
-2%
增持
—
EATON CORP PLC
+$3.0K
1,610
+1%