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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 9
增持 47
减持 89
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
+$27.4M
611,171
-0%
清仓
—
ISHARES TR
-$15.8M
0
-100%
增持
IJH
ISHARES TR
+$8.6M
363,158
+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。
减持
AAPL
APPLE INC
+$5.0M
143,069
-1%
增持
IJR
ISHARES TR
+$4.1M
589,073
+2%
增持
TIP
ISHARES TR
+$2.8M
354,020
+5%
减持
DOCU
DOCUSIGN INC
-$2.8M
14,602
-25%
建仓
HPQ
HP INC
+$2.7M
70,924
减持
MSFT
MICROSOFT CORP
+$2.6M
52,529
-2%
减持
IWB
ISHARES TR
+$2.3M
110,290
-1%
增持
IBDT
ISHARES TR
+$2.3M
697,104
+14%
增持
VTI
VANGUARD INDEX FDS
+$2.1M
80,263
+3%
减持
LOW
LOWES COS INC
+$2.0M
40,387
-3%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.9M
59,744
+0%
减持
NVDA
NVIDIA CORPORATION
+$1.9M
24,044
-4%
减持
SNPS
SYNOPSYS INC
+$1.8M
31,290
-3%
减持
UNH
UNITEDHEALTH GROUP INC
+$1.7M
16,023
-1%
减持
COST
COSTCO WHSL CORP NEW
+$1.7M
15,579
-2%
减持
VYM
VANGUARD WHITEHALL FDS
+$1.4M
193,931
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.4M
316,110
+7%
减持
PLD
PROLOGIS INC.
+$1.2M
29,741
-1%
减持
ABBV
ABBVIE INC
+$1.2M
45,196
-0%
增持
IWR
ISHARES TR
+$1.2M
257,649
+0%
增持
IBDS
ISHARES TR
+$1.1M
1,058,197
+6%
增持
—
ISHARES TR
+$1.0M
1,010,174
+6%
增持
QQQ
INVESCO QQQ TR
+$994.0K
16,732
+6%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$928.0K
7,965
+28%
增持
—
ISHARES TR
+$911.0K
960,268
+5%
减持
VTV
VANGUARD INDEX FDS
+$886.0K
81,350
-1%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
+$874.0K
1,769,455
-0%
增持
—
ISHARES TR
+$795.0K
1,043,970
+5%
减持
PG
PROCTER AND GAMBLE CO
+$775.0K
33,530
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$717.0K
18,362
-2%
减持
TJX
TJX COS INC NEW
+$713.0K
80,373
-2%
减持
—
OAK STR HEALTH INC
-$689.0K
41,837
-14%
减持
AJG
GALLAGHER ARTHUR J & CO
+$676.0K
37,724
-2%
增持
—
ISHARES TR
+$656.0K
930,728
+4%
减持
TSLA
TESLA INC
+$573.0K
2,048
-0%
清仓
—
ISHARES TR
-$568.0K
0
-100%
减持
ROP
ROPER TECHNOLOGIES INC
+$568.0K
14,066
-1%
减持
CVS
CVS HEALTH CORP
+$566.0K
31,945
-1%
建仓
IBDU
ISHARES TR
+$526.0K
19,977
减持
DHR
DANAHER CORPORATION
+$494.0K
26,759
-2%
增持
SJNK
SPDR SER TR
+$481.0K
1,419,106
+2%
增持
ISRG
INTUITIVE SURGICAL INC
+$479.0K
17,834
+199%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$459.0K
718,867
-0%
减持
VNQ
VANGUARD INDEX FDS
+$454.0K
39,137
-3%
增持
IBDR
ISHARES TR
+$447.0K
1,075,996
+3%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$446.0K
152,421
-1%
减持
T
AT&T INC
-$439.0K
42,133
-23%
减持
NUE
NUCOR CORP
+$426.0K
32,695
-3%
减持
HRL
HORMEL FOODS CORP
+$382.0K
55,928
-2%
增持
IWF
ISHARES TR
+$371.0K
11,438
+0%
减持
KO
COCA COLA CO
+$367.0K
54,444
-0%
减持
JPM
JPMORGAN CHASE & CO
-$357.0K
60,872
-0%
建仓
IYZ
ISHARES TR
+$355.0K
10,783
减持
CAT
CATERPILLAR INC
+$351.0K
27,649
-1%
增持
MUB
ISHARES TR
+$306.0K
5,550
+90%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$300.0K
24,277
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$290.0K
48,396
+5%
减持
VOO
VANGUARD INDEX FDS
+$284.0K
8,377
-2%
清仓
BP
BP PLC
-$283.0K
0
-100%
减持
SNOW
SNOWFLAKE INC
+$274.0K
9,282
-2%
增持
BA
BOEING CO
-$266.0K
17,846
+2%
减持
ICF
ISHARES TR
+$266.0K
28,524
-2%
建仓
SONO
SONOS INC
+$259.0K
8,700
建仓
QCOM
QUALCOMM INC
+$255.0K
1,392
增持
PFE
PFIZER INC
+$254.0K
15,155
+2%
减持
CVX
CHEVRON CORP NEW
+$251.0K
17,847
-2%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$247.0K
0
-100%
减持
HD
HOME DEPOT INC
+$237.0K
2,761
-0%
建仓
NEE
NEXTERA ENERGY INC
+$237.0K
2,540
减持
F
FORD MTR CO DEL
+$237.0K
42,345
-7%
清仓
PTON
PELOTON INTERACTIVE INC
-$232.0K
0
-100%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$231.0K
21,661
-1%
减持
SBUX
STARBUCKS CORP
+$215.0K
35,833
-1%
建仓
STIP
ISHARES TR
+$211.0K
1,995
建仓
AMGN
AMGEN INC
+$209.0K
928
建仓
MP
MP MATERIALS CORP
+$204.0K
4,500
减持
SCHX
SCHWAB STRATEGIC TR
+$193.0K
26,042
-2%
减持
IEMG
ISHARES INC
-$188.0K
92,041
-0%
减持
IAU
ISHARES GOLD TR
+$183.0K
208,018
-2%
减持
COR
AMERISOURCEBERGEN CORP
+$183.0K
15,845
-2%
减持
LII
LENNOX INTL INC
+$177.0K
7,835
-2%
增持
SCHB
SCHWAB STRATEGIC TR
+$175.0K
16,726
+1%
增持
URI
UNITED RENTALS INC
-$172.0K
12,034
+1%
增持
SUB
ISHARES TR
+$163.0K
15,056
+11%
减持
GNTX
GENTEX CORP
+$153.0K
106,453
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$132.0K
69,756
-2%
增持
ITOT
ISHARES TR
+$121.0K
5,600
+15%
减持
KMI
KINDER MORGAN INC DEL
-$118.0K
84,412
-3%
增持
LLY
LILLY ELI & CO
+$114.0K
2,122
+4%
减持
KEY
KEYCORP
+$110.0K
95,947
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$110.0K
3,375
+3%
增持
SHYG
ISHARES TR
+$107.0K
127,839
+3%
减持
META
META PLATFORMS INC
-$106.0K
24,029
-0%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$104.0K
2,117
+6%
减持
AVGO
BROADCOM INC
+$94.0K
713
-9%
减持
SYK
STRYKER CORPORATION
+$84.0K
44,864
-1%
减持
GOOGL
ALPHABET INC
+$84.0K
388
-0%
增持
GOOG
ALPHABET INC
+$83.0K
282
+3%
减持
PEP
PEPSICO INC
+$80.0K
3,634
-1%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$80.0K
2,981
-4%
增持
JNJ
JOHNSON & JOHNSON
+$78.0K
7,786
+0%
减持
XLK
SELECT SECTOR SPDR TR
+$77.0K
4,093
-4%
增持
SCHA
SCHWAB STRATEGIC TR
+$76.0K
7,442
+9%
减持
ETSY
ETSY INC
-$71.0K
1,145
-26%
减持
NFLX
NETFLIX INC
-$65.0K
5,233
-1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$64.0K
2,400
-2%
减持
IVW
ISHARES TR
+$64.0K
7,682
-2%
减持
SNA
SNAP ON INC
+$57.0K
17,486
-1%
增持
DTE
DTE ENERGY CO
+$54.0K
6,569
+0%
增持
DIS
DISNEY WALT CO
-$54.0K
5,722
+3%
增持
—
TWITTER INC
-$53.0K
4,808
+11%
减持
BIIB
BIOGEN INC
-$52.0K
914
-4%
增持
VTEB
VANGUARD MUN BD FDS
+$49.0K
24,647
+4%
减持
XLF
SELECT SECTOR SPDR TR
+$49.0K
35,151
-0%
减持
SCHD
SCHWAB STRATEGIC TR
+$49.0K
7,591
-0%
减持
IJK
ISHARES TR
-$47.0K
4,418
-18%
增持
BAC
BK OF AMERICA CORP
+$43.0K
11,266
+4%
增持
NKE
NIKE INC
+$43.0K
1,615
+4%
减持
IJS
ISHARES TR
-$42.0K
2,190
-19%
增持
SO
SOUTHERN CO
+$42.0K
5,108
+3%
减持
SCHM
SCHWAB STRATEGIC TR
+$41.0K
11,674
-0%
减持
IWM
ISHARES TR
+$39.0K
64,282
-1%
减持
EFA
ISHARES TR
+$37.0K
71,020
-0%
减持
—
STERIS PLC
+$36.0K
975
-1%
减持
—
EATON CORP PLC
+$36.0K
1,599
-1%
减持
—
ROCKWELL MED INC
-$36.0K
120,000
-16%
增持
GLD
SPDR GOLD TR
+$36.0K
1,724
+9%
减持
CSCO
CISCO SYS INC
+$35.0K
5,491
-5%
减持
INTC
INTEL CORP
-$35.0K
13,740
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$34.0K
23,087
+4%
减持
IEFA
ISHARES TR
+$34.0K
214,241
-0%
减持
GOVT
ISHARES TR
-$34.0K
10,505
-11%
减持
VB
VANGUARD INDEX FDS
+$32.0K
4,783
-0%
增持
KR
KROGER CO
+$32.0K
5,875
+2%
减持
—
TE CONNECTIVITY LTD
+$30.0K
1,678
-4%
增持
WFC
WELLS FARGO CO NEW
+$29.0K
4,765
+11%
减持
HDV
ISHARES TR
+$29.0K
5,476
-2%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$27.0K
28,070
-1%
减持
—
EXXON MOBIL CORP
+$25.0K
25,055
-2%
减持
ORCL
ORACLE CORP
-$23.0K
6,064
-4%
增持
LMT
LOCKHEED MARTIN CORP
+$23.0K
950
+4%
减持
DUK
DUKE ENERGY CORP NEW
+$22.0K
3,706
-1%
增持
TGT
TARGET CORP
+$18.0K
3,110
+1%
减持
IBB
ISHARES TR
-$18.0K
1,357
-2%
减持
WM
WASTE MGMT INC DEL
+$18.0K
1,431
-4%
减持
IJJ
ISHARES TR
-$17.0K
4,460
-10%
减持
IVE
ISHARES TR
+$15.0K
5,226
-5%
