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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 9
增持 61
减持 74
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
+$24.2M
636,783
-2%
清仓
—
ISHARES TR
-$22.1M
0
-100%
增持
IJH
ISHARES TR
+$11.3M
392,864
+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。
增持
IJR
ISHARES TR
+$8.2M
586,234
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$7.1M
1,771,957
-0%
增持
IBDU
ISHARES TR
+$4.2M
1,033,525
+15%
增持
IBDV
ISHARES TR
+$3.5M
893,029
+15%
增持
IBDW
ISHARES TR
+$3.3M
758,944
+18%
增持
NEE
NEXTERA ENERGY INC
+$3.1M
54,608
+1183%
减持
GNTX
GENTEX CORP
-$2.9M
13,100
-87%
增持
IBDT
ISHARES TR
+$2.8M
981,895
+8%
减持
IWB
ISHARES TR
+$2.7M
114,866
-2%
减持
AAPL
APPLE INC
+$2.7M
130,937
-0%
减持
VTI
VANGUARD INDEX FDS
-$2.6M
75,074
-22%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$2.5M
7,252
+440%
增持
TIP
ISHARES TR
+$2.3M
33,146
+162%
减持
MSFT
MICROSOFT CORP
+$2.1M
54,512
-6%
减持
STIP
ISHARES TR
-$2.1M
350,984
-7%
增持
VTV
VANGUARD INDEX FDS
+$2.1M
152,192
+2%
减持
AMZN
AMAZON COM INC
+$1.9M
80,788
-1%
减持
IWR
ISHARES TR
+$1.7M
276,666
-3%
增持
COST
COSTCO WHSL CORP NEW
+$1.6M
15,890
+1%
减持
URI
UNITED RENTALS INC
+$1.6M
12,363
-0%
建仓
IBDX
ISHARES TR
+$1.5M
60,053
减持
SNPS
SYNOPSYS INC
+$1.5M
27,853
-1%
减持
JPM
JPMORGAN CHASE & CO
+$1.4M
56,835
-1%
减持
NVDA
NVIDIA CORPORATION
+$1.3M
25,073
-1%
减持
IWM
ISHARES TR
+$1.3M
65,653
-2%
减持
META
META PLATFORMS INC
+$1.2M
23,120
-1%
减持
IEFA
ISHARES TR
+$1.1M
250,644
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.1M
665,303
-0%
增持
IBDS
ISHARES TR
+$1.1M
969,538
+2%
减持
KRE
SPDR SER TR
+$1.1M
137,979
-6%
减持
SYK
STRYKER CORPORATION
+$1.1M
42,411
-0%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.1M
19,116
+4%
增持
IAU
ISHARES GOLD TR
+$1.0M
220,526
+2%
减持
BSCT
INVESCO EXCH TRD SLF IDX FD
-$964.3K
15,007
-79%
减持
BA
BOEING CO
+$912.7K
13,273
-0%
增持
ROP
ROPER TECHNOLOGIES INC
+$904.2K
14,165
+1%
增持
SHYG
ISHARES TR
+$871.7K
131,464
+15%
增持
SPY
SPDR S&P 500 ETF TR
+$818.6K
16,586
+0%
增持
SUB
ISHARES TR
+$790.1K
11,427
+183%
增持
GS
GOLDMAN SACHS GROUP INC
+$777.2K
12,465
+0%
减持
—
ISHARES TR
-$766.8K
984,810
-4%
增持
NUE
NUCOR CORP
+$758.0K
34,805
+3%
增持
XLK
SELECT SECTOR SPDR TR
+$753.2K
13,289
+21%
增持
PLD
PROLOGIS INC.
+$752.5K
31,731
+2%
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$734.4K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$708.3K
67,078
+10%
增持
SNOW
SNOWFLAKE INC
+$682.9K
12,591
+6%
减持
BSCU
INVESCO EXCH TRD SLF IDX FD
-$645.3K
20,981
-67%
增持
XLC
SELECT SECTOR SPDR TR
+$642.6K
19,881
+63%
增持
TJX
TJX COS INC NEW
+$635.2K
81,028
+3%
增持
SNA
SNAP ON INC
+$615.2K
17,660
+0%
减持
ADBE
ADOBE INC
+$612.4K
8,093
-2%
增持
PSA
PUBLIC STORAGE
+$608.8K
9,690
+9%
清仓
—
ISHARES TR
-$598.7K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
+$592.2K
90,740
-2%
增持
CAT
CATERPILLAR INC
+$592.0K
25,991
+0%
减持
WBD
WARNER BROS DISCOVERY INC
-$574.4K
92,746
-38%
增持
MUB
ISHARES TR
+$547.5K
7,892
+163%
增持
LOW
LOWES COS INC
+$533.1K
34,261
+0%
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$520.2K
26,737
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$500.5K
24,470
增持
COR
CENCORA INC
+$474.6K
15,576
+3%
减持
SJNK
SPDR SER TR
-$470.1K
1,395,030
-4%
减持
QQQ
INVESCO QQQ TR
+$437.3K
15,841
-6%
增持
—
EXXON MOBIL CORP
-$431.1K
28,615
+2%
增持
RTX
RTX CORPORATION
+$403.8K
30,728
+1%
减持
VOO
VANGUARD INDEX FDS
+$398.4K
10,018
-1%
减持
LII
LENNOX INTL INC
+$394.3K
5,703
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$390.6K
15,492
+1%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$388.3K
34,242
+136%
增持
EFA
ISHARES TR
+$383.9K
54,001
+1%
清仓
SCHO
SCHWAB STRATEGIC TR
-$377.7K
0
-100%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$375.8K
17,996
增持
SWKS
SKYWORKS SOLUTIONS INC
+$370.2K
24,002
+2%
增持
CVX
CHEVRON CORP NEW
-$351.1K
19,313
+1%
减持
ABBV
ABBVIE INC
-$348.7K
40,269
-9%
增持
CVS
CVS HEALTH CORP
+$335.9K
35,772
+0%
增持
ITOT
ISHARES TR
+$331.2K
24,097
+3%
减持
BSCV
INVESCO EXCH TRD SLF IDX FD
-$330.6K
15,423
-60%
减持
GOOGL
ALPHABET INC
+$320.5K
37,699
-0%
减持
XLE
SELECT SECTOR SPDR TR
-$307.3K
45,670
-0%
减持
IEMG
ISHARES INC
+$306.2K
104,951
-0%
减持
IWF
ISHARES TR
+$279.9K
11,564
-5%
增持
GPN
GLOBAL PMTS INC
+$258.4K
19,519
+1%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$255.8K
22,980
+112%
增持
VTEB
VANGUARD MUN BD FDS
+$255.0K
16,759
+34%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$251.3K
81,469
-1%
减持
—
ISHARES TR
-$239.9K
971,748
-3%
建仓
XLI
SELECT SECTOR SPDR TR
+$231.3K
2,029
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$230.8K
110,091
-9%
减持
MRK
MERCK & CO INC
-$225.4K
5,549
-31%
清仓
TTD
THE TRADE DESK INC
-$221.2K
0
-100%
建仓
SCHW
SCHWAB CHARLES CORP
+$220.1K
3,199
清仓
WMT
WALMART INC
-$218.8K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$217.7K
71,196
+7%
减持
PGR
PROGRESSIVE CORP
+$215.9K
11,275
-1%
减持
IVE
ISHARES TR
+$214.1K
12,944
-2%
减持
—
ISHARES TR
-$211.8K
27,155
-24%
增持
SCHB
SCHWAB STRATEGIC TR
+$209.9K
33,227
+1%
增持
KO
COCA COLA CO
+$209.9K
63,833
+1%
建仓
NVO
NOVO-NORDISK A S
+$209.8K
2,028
建仓
NKE
NIKE INC
+$200.5K
1,847
建仓
IWS
ISHARES TR
+$200.4K
1,723
增持
XLF
SELECT SECTOR SPDR TR
+$197.5K
38,688
+2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$191.7K
116,569
-5%
增持
SCHF
SCHWAB STRATEGIC TR
+$189.1K
26,374
+14%
减持
JNJ
JOHNSON & JOHNSON
-$181.3K
10,871
-10%
减持
PEP
PEPSICO INC
-$170.0K
4,134
-20%
减持
IBDR
ISHARES TR
+$167.5K
961,421
-2%
减持
ABT
ABBOTT LABS
-$158.8K
3,222
-39%
减持
TSLA
TESLA INC
-$157.5K
6,239
-9%
减持
IDEV
ISHARES TR
+$146.5K
27,710
-0%
增持
SCHA
SCHWAB STRATEGIC TR
+$141.8K
17,562
+6%
减持
MCD
MCDONALDS CORP
-$141.1K
1,136
-37%
增持
SCHM
SCHWAB STRATEGIC TR
+$131.5K
13,807
+3%
减持
HDV
ISHARES TR
-$128.6K
3,464
-29%
增持
INTC
INTEL CORP
+$121.7K
8,278
+0%
减持
HD
HOME DEPOT INC
+$120.6K
3,395
-3%
增持
VXF
VANGUARD INDEX FDS
+$120.2K
2,300
+28%
减持
ICF
ISHARES TR
+$119.1K
16,195
-2%
减持
ORCL
ORACLE CORP
-$114.2K
7,556
-12%
减持
PFE
PFIZER INC
-$110.3K
13,931
-10%
增持
DHR
DANAHER CORPORATION
-$107.8K
28,506
+6%
减持
CSCO
CISCO SYS INC
-$91.9K
4,204
-26%
减持
AVGO
BROADCOM INC
+$84.6K
366
-6%
减持
LLY
ELI LILLY & CO
+$82.8K
2,195
-1%
减持
VO
VANGUARD INDEX FDS
+$79.0K
3,404
-1%
增持
AJG
GALLAGHER ARTHUR J & CO
+$74.9K
32,547
+2%
减持
AXP
AMERICAN EXPRESS CO
+$69.4K
3,273
-10%
减持
F
FORD MTR CO DEL
-$67.4K
14,941
-26%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$62.8K
1,140
-16%
减持
VB
VANGUARD INDEX FDS
+$61.1K
2,683
-1%
减持
CMCSA
COMCAST CORP NEW
-$60.7K
9,934
-11%
减持
GOOG
ALPHABET INC
+$52.9K
6,987
-1%
增持
VBK
VANGUARD INDEX FDS
+$52.7K
1,567
+3%
减持
—
ACCENTURE PLC IRELAND
+$51.5K
2,151
-6%
减持
XLV
SELECT SECTOR SPDR TR
-$49.8K
2,880
-16%
减持
HPQ
HP INC
-$49.2K
58,634
-17%
增持
IJT
ISHARES TR
+$49.1K
3,136
+0%
增持
IJK
ISHARES TR
+$48.4K
6,812
+0%
减持
TGT
TARGET CORP
+$48.2K
2,671
-11%
减持
V
VISA INC
+$41.2K
1,577
-2%
减持
IJJ
ISHARES TR
+$40.0K
4,284
-4%
增持
EEM
ISHARES TR
+$39.8K
9,090
+6%
减持
CRM
SALESFORCE INC
+$39.6K
1,093
-11%
增持
TPHD
TIMOTHY PLAN
+$39.5K
15,541
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$38.8K
7,207
+0%
