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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 7
增持 76
减持 60
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$24.4M
646,431
+1%
增持
IJH
ISHARES TR
+$5.9M
390,144
+2%
增持
AAPL
APPLE INC
+$4.1M
133,657
+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
NVDA
NVIDIA CORPORATION
+$3.3M
24,878
-4%
增持
MSFT
MICROSOFT CORP
+$3.3M
58,133
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.7M
1,765,914
+1%
建仓
PSA
PUBLIC STORAGE
+$2.6M
8,785
增持
AMZN
AMAZON COM INC
+$2.4M
80,753
+3%
增持
IJR
ISHARES TR
+$2.4M
586,482
+1%
增持
IBDW
ISHARES TR
+$1.9M
547,865
+23%
增持
META
META PLATFORMS INC
+$1.8M
23,341
+0%
增持
IBDV
ISHARES TR
+$1.7M
721,711
+14%
减持
IWB
ISHARES TR
+$1.7M
114,698
-2%
增持
VTI
VANGUARD INDEX FDS
+$1.6M
97,995
+0%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.6M
18,217
+0%
清仓
—
OAK STR HEALTH INC
-$1.4M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$1.1M
15,575
+8%
增持
IWR
ISHARES TR
+$1.1M
283,586
+1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.1M
131,845
-9%
增持
VTV
VANGUARD INDEX FDS
+$1.1M
147,240
+2%
增持
SYK
STRYKER CORPORATION
+$1.0M
42,937
+2%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.0M
8,301
+5%
清仓
VNQ
VANGUARD INDEX FDS
-$986.6K
0
-100%
增持
ABBV
ABBVIE INC
-$947.5K
44,808
+2%
增持
URI
UNITED RENTALS INC
+$897.9K
12,595
+6%
减持
UPS
UNITED PARCEL SERVICE INC
-$894.6K
60,290
-0%
减持
AJG
GALLAGHER ARTHUR J & CO
+$893.3K
32,383
-0%
减持
LOW
LOWES COS INC
+$866.2K
35,031
-0%
减持
JPM
JPMORGAN CHASE & CO
+$858.8K
57,668
-0%
增持
COST
COSTCO WHSL CORP NEW
+$815.3K
15,833
+2%
增持
SNA
SNAP ON INC
+$805.6K
17,657
+2%
减持
—
ISHARES TR
-$764.5K
898,609
-4%
清仓
GXO
GXO LOGISTICS INCORPORATED
-$669.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$656.7K
37,174
+2%
减持
SNPS
SYNOPSYS INC
+$589.6K
28,588
-7%
减持
IBDR
ISHARES TR
-$584.4K
943,268
-1%
增持
TJX
TJX COS INC NEW
+$580.7K
79,877
+1%
增持
ROP
ROPER TECHNOLOGIES INC
+$580.2K
14,224
+0%
增持
GTM
ZOOMINFO TECHNOLOGIES INC
+$571.8K
61,091
+54%
增持
CAT
CATERPILLAR INC
+$524.6K
26,661
+1%
减持
IWM
ISHARES TR
+$513.0K
67,282
-1%
减持
—
ISHARES TR
-$512.5K
970,922
-2%
减持
KRE
SPDR SER TR
-$504.9K
151,505
-1%
增持
SNOW
SNOWFLAKE INC
+$504.5K
13,927
+10%
减持
—
ISHARES TR
-$485.9K
1,008,087
-2%
增持
TSLA
TESLA INC
+$456.9K
6,679
+7%
减持
IWS
ISHARES TR
-$449.0K
2,398
-64%
减持
COR
AMERISOURCEBERGEN CORP
+$445.8K
15,268
-2%
增持
IBDU
ISHARES TR
+$441.7K
899,547
+4%
增持
JNJ
JOHNSON & JOHNSON
+$427.0K
12,516
+18%
增持
NUE
NUCOR CORP
+$418.2K
34,804
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$412.1K
16,556
-2%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$396.5K
111,920
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$391.0K
68,816
-0%
增持
VOO
VANGUARD INDEX FDS
+$384.9K
10,225
+2%
减持
DHR
DANAHER CORPORATION
-$379.2K
27,334
-1%
增持
ITOT
ISHARES TR
+$366.6K
22,570
+11%
减持
IBDS
ISHARES TR
-$366.2K
929,390
-0%
增持
WBD
WARNER BROS DISCOVERY INC
-$309.9K
157,448
+4%
减持
ICF
ISHARES TR
-$293.9K
17,919
-23%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$283.5K
1,290
减持
LII
LENNOX INTL INC
+$279.9K
6,263
-11%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$257.6K
669,530
+0%
减持
—
PIONEER NAT RES CO
-$254.2K
9,685
-13%
增持
PEP
PEPSICO INC
+$253.4K
5,605
+30%
减持
LLY
LILLY ELI & CO
+$251.6K
2,154
-2%
增持
SCHX
SCHWAB STRATEGIC TR
+$247.2K
56,672
+1%
建仓
TTD
THE TRADE DESK INC
+$245.6K
3,180
增持
ORCL
ORACLE CORP
+$233.0K
8,872
+0%
清仓
—
TE CONNECTIVITY LTD
-$225.7K
0
-100%
建仓
VUG
VANGUARD INDEX FDS
+$221.0K
781
建仓
—
STERIS PLC
+$219.4K
975
增持
XLK
SELECT SECTOR SPDR TR
+$218.9K
9,432
+0%
清仓
NKE
NIKE INC
-$217.8K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$216.8K
0
-100%
增持
ABT
ABBOTT LABS
+$213.0K
5,301
+47%
清仓
QCOM
QUALCOMM INC
-$206.1K
0
-100%
增持
IBDT
ISHARES TR
+$206.1K
881,480
+3%
建仓
SPGI
S&P GLOBAL INC
+$205.7K
513
增持
MCD
MCDONALDS CORP
+$195.4K
1,750
+50%
增持
GNTX
GENTEX CORP
+$193.5K
104,057
+2%
增持
SJNK
SPDR SER TR
+$191.8K
1,450,659
+1%
增持
MRK
MERCK & CO INC
+$190.5K
7,999
+16%
增持
PG
PROCTER AND GAMBLE CO
+$188.0K
33,870
+2%
减持
PGR
PROGRESSIVE CORP
-$187.8K
11,682
-4%
增持
GOOG
ALPHABET INC
+$179.5K
7,507
+7%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$171.1K
23,880
+0%
增持
—
EXXON MOBIL CORP
+$163.8K
27,671
+8%
减持
IEFA
ISHARES TR
-$157.6K
251,774
-2%
增持
IEMG
ISHARES INC
+$150.3K
102,457
+2%
减持
SHYG
ISHARES TR
-$138.9K
107,697
-2%
增持
SCHB
SCHWAB STRATEGIC TR
+$132.8K
34,431
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$132.0K
3,807
+1%
减持
TGT
TARGET CORP
-$126.3K
2,924
-5%
增持
CVS
CVS HEALTH CORP
-$122.9K
36,064
+2%
建仓
XXGRFXX
EAGLE CAP GROWTH FD INC
+$121.2K
13,851
减持
DIS
DISNEY WALT CO
-$106.6K
4,813
-10%
减持
IVE
ISHARES TR
+$102.9K
13,249
-1%
减持
PFE
PFIZER INC
-$100.1K
15,796
-5%
增持
HD
HOME DEPOT INC
+$97.6K
3,410
+5%
增持
AVGO
BROADCOM INC
+$88.5K
366
+3%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$81.7K
17,122
-1%
增持
HRL
HORMEL FOODS CORP
+$80.8K
55,872
+3%
减持
CSCO
CISCO SYS INC
-$75.3K
5,187
-21%
减持
UNH
UNITEDHEALTH GROUP INC
+$73.7K
15,611
-1%
增持
KMI
KINDER MORGAN INC DEL
+$72.6K
113,352
+6%
增持
PAYX
PAYCHEX INC
+$68.6K
2,991
+29%
减持
TIP
ISHARES TR
-$66.5K
4,986
-9%
减持
GLD
SPDR GOLD TR
-$61.6K
1,491
-17%
增持
—
ACCENTURE PLC IRELAND
+$61.6K
2,178
+2%
减持
BX
BLACKSTONE INC
-$60.0K
3,210
-21%
减持
DUK
DUKE ENERGY CORP NEW
-$56.7K
4,568
-6%
减持
EFA
ISHARES TR
-$56.3K
56,029
-3%
减持
XLC
SELECT SECTOR SPDR TR
+$54.9K
7,920
-0%
增持
IAU
ISHARES GOLD TR
-$54.0K
214,335
+2%
增持
GS
GOLDMAN SACHS GROUP INC
-$51.1K
12,533
+0%
减持
SBUX
STARBUCKS CORP
-$50.7K
3,196
-9%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$46.5K
445
-0%
增持
HDV
ISHARES TR
+$45.9K
5,648
+10%
增持
STIP
ISHARES TR
+$44.5K
388,330
+2%
增持
SCHM
SCHWAB STRATEGIC TR
+$43.7K
12,508
+0%
增持
GPN
GLOBAL PMTS INC
-$43.6K
22,692
+5%
增持
SCHA
SCHWAB STRATEGIC TR
+$42.7K
16,526
+2%
增持
IJJ
ISHARES TR
+$39.9K
4,444
+5%
减持
SCHW
SCHWAB CHARLES CORP
-$39.0K
3,774
-22%
减持
CMCSA
COMCAST CORP NEW
+$39.0K
10,794
-0%
减持
SO
SOUTHERN CO
-$38.2K
5,042
-11%
减持
HON
HONEYWELL INTL INC
-$36.4K
1,798
-16%
减持
XLF
SELECT SECTOR SPDR TR
+$32.8K
30,499
-1%
减持
SCHD
SCHWAB STRATEGIC TR
-$31.8K
6,981
-5%
增持
XLE
SELECT SECTOR SPDR TR
+$31.4K
47,632
+3%
减持
LMT
LOCKHEED MARTIN CORP
-$31.1K
875
-5%
减持
HPQ
HP INC
+$30.8K
72,368
-3%
减持
IWD
ISHARES TR
+$27.5K
6,133
-1%
减持
VO
VANGUARD INDEX FDS
+$27.4K
3,422
-1%
减持
BP
BP PLC
-$25.1K
8,334
-1%
减持
NEE
NEXTERA ENERGY INC
-$24.9K
3,311
-6%
增持
IJT
ISHARES TR
+$24.2K
3,130
+3%
增持
IJK
ISHARES TR
+$24.0K
6,801
+0%
增持
TPHD
TIMOTHY PLAN
+$23.5K
15,404
+4%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$23.3K
30,284
+1%
增持
KO
COCA COLA CO
+$21.5K
63,673
+4%
减持
VB
VANGUARD INDEX FDS
+$21.2K
2,704
-1%
减持
F
FORD MTR CO DEL
+$19.8K
30,176
-13%
增持
WM
WASTE MGMT INC DEL
+$19.7K
1,462
+2%
减持
VYM
VANGUARD WHITEHALL FDS
+$18.6K
94,029
-0%
增持
IJS
ISHARES TR
+$18.4K
2,585
+6%
减持
KR
KROGER CO
-$17.9K
5,601
-2%
减持
SCHF
SCHWAB STRATEGIC TR
+$17.0K
23,544
-0%
增持
MUB
ISHARES TR
+$17.0K
2,944
+7%
