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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 8
增持 62
减持 74
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
-$8.2M
651,905
+1%
增持
IJH
ISHARES TR
-$4.4M
391,496
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$3.8M
1,778,667
+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
-$3.4M
131,416
-2%
减持
IJR
ISHARES TR
-$3.2M
585,868
-0%
清仓
HRL
HORMEL FOODS CORP
-$2.2M
0
-100%
减持
SYK
STRYKER CORPORATION
-$1.5M
42,563
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.4M
60,083
-0%
增持
MSFT
MICROSOFT CORP
-$1.4M
58,216
+0%
增持
IBDW
ISHARES TR
+$1.4M
645,007
+18%
建仓
BSCT
INVESCO EXCH TRD SLF IDX FD
+$1.2M
70,903
减持
VTI
VANGUARD INDEX FDS
-$1.2M
96,011
-2%
减持
STIP
ISHARES TR
-$1.2M
378,826
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.0M
668,415
-0%
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$994.3K
63,822
清仓
—
ISHARES TR
-$931.4K
0
-100%
增持
IWR
ISHARES TR
-$899.0K
286,084
+1%
增持
ISRG
INTUITIVE SURGICAL INC
-$848.1K
18,410
+1%
减持
GTM
ZOOMINFO TECHNOLOGIES INC
-$816.7K
44,778
-27%
减持
LOW
LOWES COS INC
-$814.8K
34,121
-3%
增持
RTX
RTX CORPORATION
-$784.9K
30,314
+0%
增持
TIP
ISHARES TR
+$774.5K
12,641
+154%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$764.8K
122,563
-7%
减持
IWM
ISHARES TR
-$734.5K
67,135
-0%
增持
IBDR
ISHARES TR
+$671.9K
977,520
+4%
减持
—
ISHARES TR
-$636.2K
871,042
-3%
增持
—
ISHARES TR
+$629.2K
997,141
+3%
减持
SNOW
SNOWFLAKE INC
-$628.2K
11,931
-14%
减持
SNA
SNAP ON INC
-$603.0K
17,586
-0%
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$583.7K
38,278
增持
IWB
ISHARES TR
-$560.6K
116,623
+2%
减持
ABBV
ABBVIE INC
+$552.2K
44,205
-1%
减持
IBDU
ISHARES TR
-$545.4K
897,232
-0%
增持
NVDA
NVIDIA CORPORATION
+$543.7K
25,443
+2%
减持
CAT
CATERPILLAR INC
+$532.7K
25,981
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$530.0K
66,691
-3%
增持
IBDV
ISHARES TR
+$516.5K
776,092
+8%
增持
IEFA
ISHARES TR
-$505.4K
256,244
+2%
增持
GOOGL
ALPHABET INC
+$496.0K
37,794
+2%
增持
—
ISHARES TR
+$479.3K
1,022,983
+1%
减持
SNPS
SYNOPSYS INC
+$443.6K
28,087
-2%
减持
VYM
VANGUARD WHITEHALL FDS
-$436.5K
92,307
-2%
减持
HPQ
HP INC
-$409.0K
70,563
-2%
减持
NUE
NUCOR CORP
-$407.7K
33,895
-3%
建仓
SCHO
SCHWAB STRATEGIC TR
+$377.7K
7,886
减持
EFA
ISHARES TR
-$377.0K
53,469
-5%
减持
COST
COSTCO WHSL CORP NEW
+$362.9K
15,730
-1%
减持
PLD
PROLOGIS INC.
-$345.2K
30,989
-1%
减持
WBD
WARNER BROS DISCOVERY INC
-$344.6K
150,077
-5%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$334.0K
120,809
+8%
增持
—
EXXON MOBIL CORP
+$324.3K
27,998
+1%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$315.2K
23,614
-1%
减持
BA
BOEING CO
-$308.5K
13,288
-2%
增持
QQQ
INVESCO QQQ TR
+$296.1K
16,886
+8%
减持
META
META PLATFORMS INC
+$290.5K
23,280
-0%
增持
SJNK
SPDR SER TR
-$290.1K
1,453,031
+0%
增持
XLC
SELECT SECTOR SPDR TR
+$286.5K
12,230
+54%
减持
KO
COCA COLA CO
-$282.6K
63,448
-0%
减持
SPY
SPDR S&P 500 ETF TR
-$274.0K
16,527
-0%
减持
XLE
SELECT SECTOR SPDR TR
+$270.0K
45,760
-4%
清仓
IWS
ISHARES TR
-$263.4K
0
-100%
增持
—
PIONEER NAT RES CO
+$263.3K
9,888
+2%
减持
UNH
UNITEDHEALTH GROUP INC
+$262.3K
15,402
-1%
增持
VTV
VANGUARD INDEX FDS
-$254.1K
149,849
+2%
增持
IBDS
ISHARES TR
+$252.3K
953,948
+3%
清仓
XLI
SELECT SECTOR SPDR TR
-$250.6K
0
-100%
增持
IBDT
ISHARES TR
+$249.9K
909,120
+3%
减持
GNTX
GENTEX CORP
+$249.3K
101,229
-3%
建仓
MPC
MARATHON PETE CORP
+$243.4K
1,608
增持
XLF
SELECT SECTOR SPDR TR
+$229.1K
37,902
+24%
增持
IAU
ISHARES GOLD TR
-$226.2K
216,445
+1%
建仓
ARCC
ARES CAPITAL CORP
+$225.0K
11,555
清仓
XSD
SPDR SER TR
-$219.1K
0
-100%
建仓
WMT
WALMART INC
+$218.8K
1,368
增持
PSA
PUBLIC STORAGE
-$217.5K
8,905
+1%
增持
SHYG
ISHARES TR
+$214.7K
114,031
+6%
清仓
SCHW
SCHWAB CHARLES CORP
-$213.9K
0
-100%
减持
COR
CENCORA INC
-$213.8K
15,137
-1%
减持
CVX
CHEVRON CORP NEW
+$212.0K
19,166
-0%
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$210.3K
10,858
减持
F
FORD MTR CO DEL
-$207.0K
20,090
-33%
减持
IDEV
ISHARES TR
-$203.5K
27,755
-7%
减持
IWF
ISHARES TR
-$194.0K
12,128
-2%
减持
TJX
TJX COS INC NEW
+$193.3K
78,376
-2%
减持
VOO
VANGUARD INDEX FDS
-$187.3K
10,128
-1%
增持
LLY
ELI LILLY & CO
+$186.5K
2,228
+3%
减持
JNJ
JOHNSON & JOHNSON
-$186.5K
12,104
-3%
增持
PRF
INVESCO EXCHANGE TRADED FD T
-$185.7K
82,225
+380%
增持
PG
PROCTER AND GAMBLE CO
-$180.1K
34,000
+0%
减持
DTE
DTE ENERGY CO
-$179.7K
7,573
-11%
减持
PEP
PEPSICO INC
-$166.0K
5,147
-8%
增持
XLK
SELECT SECTOR SPDR TR
+$164.8K
11,009
+17%
减持
KMI
KINDER MORGAN INC DEL
-$163.9K
107,844
-5%
增持
AMZN
AMAZON COM INC
-$163.7K
81,523
+1%
减持
ICF
ISHARES TR
-$163.7K
16,588
-7%
减持
ADBE
ADOBE INC
+$156.7K
8,268
-0%
减持
ORCL
ORACLE CORP
-$145.8K
8,599
-3%
减持
DHR
DANAHER CORPORATION
+$142.0K
27,014
-1%
减持
SCHB
SCHWAB STRATEGIC TR
-$140.3K
32,895
-4%
减持
DUK
DUKE ENERGY CORP NEW
-$136.6K
3,097
-32%
减持
AJG
GALLAGHER ARTHUR J & CO
+$134.0K
31,783
-2%
减持
LII
LENNOX INTL INC
+$115.7K
5,763
-8%
增持
SCHX
SCHWAB STRATEGIC TR
+$107.0K
60,768
+7%
减持
URI
UNITED RENTALS INC
-$103.4K
12,385
-2%
减持
IVE
ISHARES TR
-$98.9K
13,239
-0%
增持
MRK
MERCK & CO INC
-$92.6K
8,066
+1%
减持
HDV
ISHARES TR
-$87.4K
4,873
-14%
减持
JPM
JPMORGAN CHASE & CO
-$80.8K
57,278
-1%
增持
AXP
AMERICAN EXPRESS CO
-$70.6K
3,645
+3%
增持
BX
BLACKSTONE INC
+$68.9K
3,428
+7%
减持
PFE
PFIZER INC
-$68.0K
15,417
-2%
增持
ABT
ABBOTT LABS
-$64.5K
5,302
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$64.4K
3,438
+21%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$57.5K
14,509
+28%
减持
VTEB
VANGUARD MUN BD FDS
-$57.2K
12,485
-5%
减持
SCHF
SCHWAB STRATEGIC TR
-$53.6K
23,136
-2%
增持
TGT
TARGET CORP
-$53.4K
3,005
+3%
减持
IWD
ISHARES TR
-$52.0K
6,033
-2%
增持
V
VISA INC
+$48.6K
1,606
+19%
增持
IEMG
ISHARES INC
-$47.9K
105,111
+3%
增持
CMCSA
COMCAST CORP NEW
+$47.9K
11,194
+4%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$44.9K
1,365
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$44.5K
3,833
+1%
增持
MCD
MCDONALDS CORP
-$44.3K
1,814
+4%
减持
KR
KROGER CO
-$40.8K
4,971
-11%
增持
TSLA
TESLA INC
-$40.7K
6,825
+2%
增持
VO
VANGUARD INDEX FDS
-$40.6K
3,423
+0%
增持
CRM
SALESFORCE INC
+$36.7K
1,223
+22%
增持
SCHA
SCHWAB STRATEGIC TR
-$36.0K
16,606
+0%
增持
CSCO
CISCO SYS INC
+$35.9K
5,660
+9%
减持
—
ISHARES TR
-$35.5K
35,655
-3%
减持
KRE
SPDR SER TR
-$34.7K
147,263
-3%
增持
DIS
DISNEY WALT CO
-$34.4K
4,877
+1%
减持
PGR
PROGRESSIVE CORP
+$33.6K
11,342
-3%
减持
KMB
KIMBERLY-CLARK CORP
-$33.1K
1,786
-1%
增持
—
ACCENTURE PLC IRELAND
+$31.2K
2,290
+5%
增持
SO
SOUTHERN CO
-$27.1K
5,055
+0%
增持
SBUX
STARBUCKS CORP
+$26.8K
3,762
+18%
减持
BAC
BANK AMERICA CORP
-$25.8K
12,007
-3%
减持
TTD
THE TRADE DESK INC
-$24.4K
2,830
-11%
减持
GOOG
ALPHABET INC
+$23.7K
7,067
-6%
增持
LMT
LOCKHEED MARTIN CORP
-$23.3K
928
+6%
减持
EEM
ISHARES TR
-$21.2K
8,583
-2%
减持
ROP
ROPER TECHNOLOGIES INC
-$20.7K
14,079
-1%
减持
GLD
SPDR GOLD TR
-$20.5K
1,431
-4%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$20.4K
1,343
+6%
减持
—
ISHARES TR
-$20.1K
22,955
-2%
增持
SCHM
SCHWAB STRATEGIC TR
+$20.0K
13,423
+7%
增持
PM
PHILIP MORRIS INTL INC
-$16.2K
3,414
+0%
减持
SUB
ISHARES TR
-$15.2K
4,031
-2%
