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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 5
增持 67
减持 68
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
IBDU
ISHARES TR
+$12.6M
535,016
+2578%
增持
IVV
ISHARES TR
-$10.0M
620,470
+2%
减持
VYM
VANGUARD WHITEHALL FDS
-$8.7M
115,970
-40%
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
VTV
VANGUARD INDEX FDS
+$8.1M
135,786
+67%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$5.4M
1,768,919
-0%
建仓
GPN
GLOBAL PMTS INC
+$2.8M
20,389
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.7M
712,456
-1%
增持
IJR
ISHARES TR
-$2.7M
600,409
+2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$2.7M
294,591
-7%
减持
IWB
ISHARES TR
-$2.5M
106,785
-3%
增持
META
META PLATFORMS INC
-$2.4M
25,442
+6%
增持
IJH
ISHARES TR
-$2.4M
374,174
+3%
增持
LOW
LOWES COS INC
-$2.2M
40,523
+0%
增持
—
ISHARES TR
+$1.6M
1,039,539
+8%
减持
IWR
ISHARES TR
-$1.5M
254,288
-1%
减持
—
ISHARES TR
-$1.5M
875,516
-6%
增持
MSFT
MICROSOFT CORP
-$1.3M
53,193
+1%
增持
JPM
JPMORGAN CHASE & CO
-$1.2M
61,787
+2%
减持
IWM
ISHARES TR
-$1.2M
63,962
-0%
增持
IBDS
ISHARES TR
-$1.2M
1,080,766
+2%
增持
NFLX
NETFLIX INC
-$1.1M
5,406
+3%
增持
TJX
TJX COS INC NEW
-$1.1M
82,192
+2%
减持
NUE
NUCOR CORP
+$1.1M
32,589
-0%
减持
ABBV
ABBVIE INC
+$1.1M
44,440
-2%
增持
XLE
SELECT SECTOR SPDR TR
+$1.1M
48,872
+1%
减持
DOCU
DOCUSIGN INC
-$981.0K
11,600
-21%
增持
IBDT
ISHARES TR
+$947.0K
784,781
+13%
增持
SNOW
SNOWFLAKE INC
-$918.0K
9,714
+5%
增持
ISRG
INTUITIVE SURGICAL INC
-$909.0K
18,228
+2%
增持
SBUX
STARBUCKS CORP
-$895.0K
36,232
+1%
增持
SNPS
SYNOPSYS INC
-$848.0K
32,056
+2%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$837.0K
8,076
+1%
增持
DHR
DANAHER CORPORATION
-$809.0K
27,258
+2%
减持
CVX
CHEVRON CORP NEW
+$799.0K
17,770
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$764.0K
70,012
+0%
增持
IBDR
ISHARES TR
-$757.0K
1,107,242
+3%
减持
GNTX
GENTEX CORP
-$621.0K
105,912
-1%
增持
IAU
ISHARES GOLD TR
+$616.0K
213,334
+3%
增持
VTI
VANGUARD INDEX FDS
-$559.0K
82,665
+3%
增持
—
ISHARES TR
+$539.0K
1,065,057
+5%
增持
GS
GOLDMAN SACHS GROUP INC
-$538.0K
13,147
+3%
减持
—
EXXON MOBIL CORP
+$517.0K
24,818
-1%
减持
—
OAK STR HEALTH INC
-$484.0K
33,571
-20%
减持
IWF
ISHARES TR
-$455.0K
10,951
-4%
增持
CAT
CATERPILLAR INC
+$451.0K
27,679
+0%
减持
AAPL
APPLE INC
-$442.0K
142,963
-0%
减持
SPY
SPDR S&P 500 ETF TR
-$432.0K
18,353
-0%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$426.0K
22,015
+2%
增持
SJNK
SPDR SER TR
-$397.0K
1,453,201
+2%
增持
—
ISHARES TR
+$392.0K
1,107,887
+6%
减持
EFA
ISHARES TR
-$382.0K
70,735
-0%
减持
PG
PROCTER AND GAMBLE CO
-$381.0K
33,401
-0%
增持
NVDA
NVIDIA CORPORATION
-$379.0K
24,530
+2%
增持
HPQ
HP INC
+$369.0K
83,772
+18%
清仓
IYZ
ISHARES TR
-$355.0K
0
-100%
建仓
TPHD
TIMOTHY PLAN
+$352.0K
10,650
增持
COR
AMERISOURCEBERGEN CORP
+$351.0K
15,884
+0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$349.0K
27,909
-1%
增持
KMI
KINDER MORGAN INC DEL
+$331.0K
88,311
+5%
增持
TIP
ISHARES TR
-$327.0K
364,548
+3%
减持
HD
HOME DEPOT INC
-$326.0K
2,738
-1%
减持
SHYG
ISHARES TR
-$322.0K
124,399
-3%
增持
IVE
ISHARES TR
+$314.0K
7,276
+39%
增持
IEFA
ISHARES TR
+$300.0K
234,364
+9%
清仓
ADSK
AUTODESK INC
-$297.0K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
-$296.0K
39,158
+0%
增持
URI
UNITED RENTALS INC
+$292.0K
12,081
+0%
减持
VOO
VANGUARD INDEX FDS
-$279.0K
8,137
-3%
减持
IDEV
ISHARES TR
-$272.0K
31,687
-6%
增持
QQQ
INVESCO QQQ TR
-$270.0K
17,618
+5%
增持
AMZN
AMAZON COM INC
-$265.0K
4,010
+0%
清仓
ETSY
ETSY INC
-$251.0K
0
-100%
建仓
XSD
SPDR SER TR
+$238.0K
1,145
减持
BA
BOEING CO
-$237.0K
17,525
-2%
清仓
SHOP
SHOPIFY INC
-$237.0K
0
-100%
增持
KO
COCA COLA CO
+$236.0K
55,802
+2%
建仓
—
WOLFSPEED INC
+$232.0K
2,035
增持
ROP
ROPER TECHNOLOGIES INC
-$222.0K
14,182
+1%
清仓
CRM
SALESFORCE COM INC
-$221.0K
0
-100%
减持
VTEB
VANGUARD MUN BD FDS
-$219.0K
21,997
-11%
清仓
BIIB
BIOGEN INC
-$219.0K
0
-100%
清仓
IGSB
ISHARES TR
-$217.0K
0
-100%
清仓
LNT
ALLIANT ENERGY CORP
-$216.0K
0
-100%
建仓
BP
BP PLC
+$213.0K
7,231
减持
F
FORD MTR CO DEL
-$209.0K
39,620
-6%
清仓
IBB
ISHARES TR
-$207.0K
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$203.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$191.0K
3,400
+1%
增持
PLD
PROLOGIS INC.
-$183.0K
29,872
+0%
减持
SNA
SNAP ON INC
-$175.0K
17,477
-0%
减持
ICF
ISHARES TR
-$160.0K
28,304
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$156.0K
16,083
+0%
增持
TSLA
TESLA INC
+$153.0K
2,150
+5%
增持
SCHX
SCHWAB STRATEGIC TR
-$148.0K
52,284
+101%
减持
CMCSA
COMCAST CORP NEW
-$147.0K
11,022
-16%
减持
AJG
GALLAGHER ARTHUR J & CO
+$145.0K
37,489
-1%
减持
HRL
HORMEL FOODS CORP
+$144.0K
55,762
-0%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$141.0K
23,567
-3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$137.0K
162,742
+7%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$128.0K
1,291
-39%
减持
DIS
DISNEY WALT CO
-$128.0K
5,528
-3%
减持
XLK
SELECT SECTOR SPDR TR
-$124.0K
3,702
-10%
减持
PFE
PFIZER INC
-$121.0K
14,956
-1%
增持
IEMG
ISHARES INC
-$118.0K
97,062
+5%
减持
ABT
ABBOTT LABS
-$114.0K
3,857
-5%
减持
COST
COSTCO WHSL CORP NEW
+$108.0K
15,545
-0%
增持
DUK
DUKE ENERGY CORP NEW
+$100.0K
4,379
+18%
减持
XME
SPDR SER TR
+$99.0K
6,529
-3%
减持
XLF
SELECT SECTOR SPDR TR
-$97.0K
33,301
-5%
减持
CVS
CVS HEALTH CORP
-$95.0K
31,617
-1%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$94.0K
2,704
-9%
增持
IVW
ISHARES TR
+$91.0K
9,607
+25%
减持
PEP
PEPSICO INC
-$88.0K
3,244
-11%
增持
DTE
DTE ENERGY CO
+$87.0K
6,593
+0%
增持
SYK
STRYKER CORPORATION
+$86.0K
45,200
+1%
增持
SCHB
SCHWAB STRATEGIC TR
-$85.0K
33,799
+102%
减持
AVGO
BROADCOM INC
-$85.0K
618
-13%
减持
V
VISA INC
-$84.0K
1,262
-25%
减持
MMM
3M CO
-$80.0K
1,438
-13%
减持
BAC
BK OF AMERICA CORP
-$79.0K
10,227
-9%
减持
LMT
LOCKHEED MARTIN CORP
+$78.0K
940
-1%
减持
GOOGL
ALPHABET INC
-$73.0K
378
-3%
减持
KMB
KIMBERLY-CLARK CORP
-$68.0K
2,003
-9%
减持
—
TE CONNECTIVITY LTD
-$65.0K
1,570
-6%
减持
TGT
TARGET CORP
-$64.0K
3,092
-1%
减持
MUB
ISHARES TR
-$64.0K
5,300
-5%
增持
—
TWITTER INC
+$63.0K
7,006
+46%
减持
NKE
NIKE INC
-$60.0K
1,550
-4%
增持
SCHA
SCHWAB STRATEGIC TR
-$55.0K
14,925
+101%
减持
GOVT
ISHARES TR
-$55.0K
9,033
-14%
减持
SCHF
SCHWAB STRATEGIC TR
-$54.0K
22,954
-1%
减持
CSCO
CISCO SYS INC
-$50.0K
5,345
-3%
减持
—
ISHARES TR
-$49.0K
26,795
-2%
减持
—
ISHARES TR
-$47.0K
36,770
-2%
减持
IJT
ISHARES TR
-$47.0K
2,270
-5%
减持
VUG
VANGUARD INDEX FDS
-$44.0K
1,136
-2%
增持
SCHM
SCHWAB STRATEGIC TR
-$43.0K
11,806
+1%
增持
SUB
ISHARES TR
-$40.0K
15,075
+0%
增持
QCOM
QUALCOMM INC
-$38.0K
1,417
+2%
增持
KEY
KEYCORP
-$38.0K
97,441
+2%
减持
SCHD
SCHWAB STRATEGIC TR
-$38.0K
7,298
-4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$35.0K
4,072
-12%
增持
IJS
ISHARES TR
+$33.0K
2,555
+17%
增持
ITOT
ISHARES TR
+$32.0K
6,247
+12%
减持
JNJ
JOHNSON & JOHNSON
+$28.0K
7,676
-1%
减持
HDV
ISHARES TR
-$25.0K
4,943
-10%
增持
IJK
ISHARES TR
+$24.0K
5,193
+18%
减持
SONO
SONOS INC
-$23.0K
8,350
-4%
增持
T
AT&T INC
+$22.0K
44,770
+6%
增持
SCHE
SCHWAB STRATEGIC TR
-$18.0K
11,626
+1%
