小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 10
增持 51
减持 80
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
—
ISHARES TR
-$19.8M
0
-100%
减持
IVV
ISHARES TR
+$12.2M
627,203
-2%
减持
IJH
ISHARES TR
+$8.5M
383,821
-0%
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
VEA
VANGUARD TAX-MANAGED FDS
+$8.5M
1,790,930
-2%
增持
IJR
ISHARES TR
+$4.9M
621,609
+0%
增持
VTI
VANGUARD INDEX FDS
+$2.6M
97,360
+9%
增持
VTV
VANGUARD INDEX FDS
+$2.6M
140,042
+1%
增持
IEFA
ISHARES TR
+$2.5M
262,579
+1%
建仓
—
PIONEER NAT RES CO
+$2.4M
10,345
增持
AMZN
AMAZON COM INC
-$2.3M
79,877
+0%
减持
CAT
CATERPILLAR INC
+$1.8M
26,500
-4%
减持
AAPL
APPLE INC
-$1.7M
134,148
-3%
减持
SYK
STRYKER CORPORATION
+$1.7M
42,298
-1%
减持
JPM
JPMORGAN CHASE & CO
+$1.6M
60,171
-3%
清仓
—
ISHARES TR
-$1.6M
0
-100%
减持
STIP
ISHARES TR
-$1.6M
380,072
-5%
减持
—
ISHARES TR
-$1.5M
1,044,973
-6%
减持
IWR
ISHARES TR
+$1.5M
288,183
-0%
增持
MSFT
MICROSOFT CORP
+$1.4M
58,980
+8%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.4M
18,195
+0%
减持
—
ISHARES TR
-$1.4M
1,115,009
-5%
减持
TJX
TJX COS INC NEW
+$1.3M
78,979
-1%
减持
—
ISHARES TR
-$1.3M
1,009,352
-5%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.2M
151,356
+9%
减持
ABBV
ABBVIE INC
+$1.1M
43,342
-1%
增持
ROP
ROPER TECHNOLOGIES INC
+$1.1M
14,381
+0%
减持
URI
UNITED RENTALS INC
+$1.0M
12,247
-1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$996.9K
243,411
-6%
减持
TSLA
TESLA INC
-$972.5K
5,955
-7%
增持
IWF
ISHARES TR
+$890.8K
15,407
+34%
减持
BA
BOEING CO
+$879.8K
14,645
-7%
减持
QQQ
INVESCO QQQ TR
-$862.5K
15,617
-17%
增持
NUE
NUCOR CORP
+$854.4K
33,825
+0%
减持
IWB
ISHARES TR
+$807.3K
118,119
-3%
减持
PG
PROCTER AND GAMBLE CO
+$803.1K
33,453
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$779.3K
688,360
-4%
增持
CVX
CHEVRON CORP NEW
+$771.7K
19,470
+3%
减持
UPS
UNITED PARCEL SERVICE INC
+$711.9K
60,469
-0%
增持
IBDU
ISHARES TR
+$683.0K
660,351
+3%
增持
VOO
VANGUARD INDEX FDS
+$665.5K
10,037
+15%
减持
XLE
SELECT SECTOR SPDR TR
+$659.8K
48,060
-2%
减持
NVDA
NVIDIA CORPORATION
+$630.2K
26,011
-0%
减持
IBDS
ISHARES TR
-$621.4K
957,108
-4%
减持
META
META PLATFORMS INC
-$620.6K
22,680
-8%
增持
XLK
SELECT SECTOR SPDR TR
+$611.4K
10,257
+83%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$607.5K
28,731
+3%
增持
—
EXXON MOBIL CORP
+$607.4K
25,588
+1%
减持
IAU
ISHARES GOLD TR
+$606.8K
212,166
-1%
减持
GS
GOLDMAN SACHS GROUP INC
+$604.0K
12,954
-1%
减持
SNOW
SNOWFLAKE INC
-$581.9K
12,659
-10%
减持
IWM
ISHARES TR
+$573.3K
71,435
-1%
减持
VYM
VANGUARD WHITEHALL FDS
+$570.6K
105,338
-8%
减持
LOW
LOWES COS INC
-$557.7K
35,677
-13%
建仓
—
ACCENTURE PLC IRELAND
+$540.2K
2,024
增持
DHR
DANAHER CORPORATION
+$474.5K
28,187
+4%
增持
KO
COCA COLA CO
+$469.3K
61,457
+0%
增持
JNJ
JOHNSON & JOHNSON
+$468.2K
10,287
+25%
减持
COR
AMERISOURCEBERGEN CORP
+$445.7K
15,580
-1%
增持
PGR
PROGRESSIVE CORP
+$438.6K
12,502
+23%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$432.1K
7,756
-2%
减持
EFA
ISHARES TR
+$426.8K
59,412
-4%
减持
SPY
SPDR S&P 500 ETF TR
+$410.8K
18,361
-1%
增持
ITOT
ISHARES TR
+$406.1K
19,364
+25%
减持
SNA
SNAP ON INC
+$405.6K
17,251
-2%
减持
IBDR
ISHARES TR
-$386.4K
1,002,553
-3%
建仓
XLC
SELECT SECTOR SPDR TR
+$373.4K
7,780
减持
AJG
GALLAGHER ARTHUR J & CO
-$349.1K
32,640
-14%
减持
SNPS
SYNOPSYS INC
+$344.6K
30,811
-1%
减持
GPN
GLOBAL PMTS INC
-$343.3K
21,372
-6%
增持
GTM
ZOOMINFO TECHNOLOGIES INC
-$342.6K
39,336
+7%
减持
SJNK
SPDR SER TR
+$339.8K
1,447,765
-1%
减持
WBD
WARNER BROS DISCOVERY INC
-$336.1K
151,257
-2%
减持
PLD
PROLOGIS INC.
+$327.9K
30,444
-0%
减持
SHYG
ISHARES TR
-$327.6K
111,087
-9%
减持
TIP
ISHARES TR
-$308.0K
8,728
-26%
增持
ORCL
ORACLE CORP
+$306.1K
8,247
+37%
减持
VB
VANGUARD INDEX FDS
-$301.1K
2,718
-42%
减持
VO
VANGUARD INDEX FDS
-$288.7K
3,436
-35%
建仓
IBDV
ISHARES TR
+$270.6K
13,010
减持
GNTX
GENTEX CORP
+$264.8K
102,009
-3%
增持
KMI
KINDER MORGAN INC DEL
+$262.1K
106,477
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$260.6K
3,777
+11%
建仓
MA
MASTERCARD INCORPORATED
+$246.9K
710
清仓
VUG
VANGUARD INDEX FDS
-$245.0K
0
-100%
清仓
ADSK
AUTODESK INC
-$235.0K
0
-100%
建仓
XLI
SELECT SECTOR SPDR TR
+$229.3K
2,335
建仓
RXO
RXO INC
+$228.1K
13,259
减持
IEMG
ISHARES INC
+$223.5K
105,942
-4%
增持
GOOGL
ALPHABET INC
-$217.8K
36,067
+1%
建仓
DTM
DT MIDSTREAM INC
+$215.8K
3,906
减持
UNH
UNITEDHEALTH GROUP INC
+$215.3K
15,573
-2%
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$214.8K
11,350
建仓
IWS
ISHARES TR
+$210.5K
1,998
清仓
—
TE CONNECTIVITY LTD
-$208.0K
0
-100%
清仓
DOCU
DOCUSIGN INC
-$208.0K
0
-100%
清仓
AMGN
AMGEN INC
-$207.0K
0
-100%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$184.0K
19,536
-16%
增持
MRK
MERCK & CO INC
+$179.0K
6,877
+1%
减持
IDEV
ISHARES TR
-$170.3K
32,095
-21%
增持
KEY
KEYCORP
+$153.0K
101,491
+1%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$149.0K
23,746
+1%
增持
LLY
LILLY ELI & CO
+$144.3K
2,264
+7%
清仓
SONO
SONOS INC
-$144.0K
0
-100%
减持
IVE
ISHARES TR
+$128.1K
13,394
-5%
减持
SCHX
SCHWAB STRATEGIC TR
+$127.8K
53,660
-1%
减持
CVS
CVS HEALTH CORP
-$122.3K
31,234
-2%
增持
IWD
ISHARES TR
+$120.8K
6,929
+1%
减持
INTC
INTEL CORP
-$118.9K
9,917
-33%
增持
SCHB
SCHWAB STRATEGIC TR
+$103.9K
34,141
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$103.8K
23,619
+1%
减持
VTEB
VANGUARD MUN BD FDS
-$101.6K
12,678
-16%
清仓
—
SIRIUS XM HOLDINGS INC
-$100.0K
0
-100%
减持
HD
HOME DEPOT INC
+$97.7K
3,320
-4%
增持
BAC
BANK AMERICA CORP
+$95.9K
12,707
+18%
减持
XLF
SELECT SECTOR SPDR TR
+$95.8K
31,719
-3%
增持
—
OAK STR HEALTH INC
-$93.9K
37,103
+2%
增持
IVW
ISHARES TR
+$91.8K
10,868
+16%
增持
HDV
ISHARES TR
+$85.6K
5,148
+4%
减持
LMT
LOCKHEED MARTIN CORP
+$83.6K
918
-2%
减持
HON
HONEYWELL INTL INC
+$83.2K
1,816
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$77.7K
5,286
-30%
增持
BP
BP PLC
+$73.1K
8,334
+9%
减持
PFE
PFIZER INC
+$72.0K
15,945
-6%
减持
XLV
SELECT SECTOR SPDR TR
-$70.4K
2,831
-25%
减持
HPQ
HP INC
-$70.4K
76,316
-10%
减持
VNQ
VANGUARD INDEX FDS
+$69.2K
39,600
-1%
减持
LII
LENNOX INTL INC
-$67.3K
7,013
-10%
增持
SCHD
SCHWAB STRATEGIC TR
+$66.8K
7,304
+0%
增持
PM
PHILIP MORRIS INTL INC
+$63.1K
3,410
+0%
减持
SCHM
SCHWAB STRATEGIC TR
+$60.5K
12,079
-0%
增持
DUK
DUKE ENERGY CORP NEW
+$59.3K
4,547
+3%
减持
AVGO
BROADCOM INC
+$48.5K
618
-8%
增持
—
ISHARES TR
+$48.3K
38,535
+4%
增持
SBUX
STARBUCKS CORP
+$45.0K
3,024
+0%
增持
COST
COSTCO WHSL CORP NEW
-$44.1K
15,928
+3%
减持
ABT
ABBOTT LABS
+$42.4K
3,783
-2%
减持
AXP
AMERICAN EXPRESS CO
+$42.1K
3,527
-1%
减持
SCHA
SCHWAB STRATEGIC TR
+$40.7K
15,865
-0%
增持
MCD
MCDONALDS CORP
+$40.6K
955
+5%
减持
F
FORD MTR CO DEL
-$40.3K
36,776
-12%
增持
GOOG
ALPHABET INC
-$39.3K
6,195
+1%
增持
TGT
TARGET CORP
+$39.1K
3,342
+8%
减持
IJJ
ISHARES TR
+$31.4K
4,359
-4%
增持
DTE
DTE ENERGY CO
+$27.7K
8,642
+1%
增持
MUB
ISHARES TR
+$27.4K
2,714
+8%
减持
CMCSA
COMCAST CORP NEW
+$26.8K
10,918
-10%
增持
—
ISHARES TR
+$25.5K
24,935
+2%
减持
ICF
ISHARES TR
+$25.0K
27,662
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$24.0K
69,020
-1%
减持
HRL
HORMEL FOODS CORP
-$23.1K
54,312
-1%
