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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 9
增持 56
减持 76
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
OEF
ISHARES TR
+$28.4M
1,237,262
减持
IVV
ISHARES TR
+$27.4M
630,586
-1%
清仓
IBDU
ISHARES TR
-$23.8M
0
-100%
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
IBDX
ISHARES TR
+$18.5M
805,610
+1241%
增持
ARCC
ARES CAPITAL CORP
+$11.7M
574,978
+4876%
增持
IJH
ISHARES TR
+$10.8M
1,970,600
+402%
减持
NVDA
NVIDIA CORPORATION
+$7.9M
22,436
-11%
清仓
KRE
SPDR SER TR
-$7.2M
0
-100%
增持
IBDW
ISHARES TR
+$6.3M
1,078,349
+42%
增持
IBDV
ISHARES TR
+$5.5M
1,157,985
+30%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.4M
1,779,700
+0%
建仓
TDG
TRANSDIGM GROUP INC
+$4.0M
3,231
增持
V
VISA INC
+$3.7M
14,885
+844%
减持
AAPL
APPLE INC
-$3.1M
128,646
-2%
增持
VTV
VANGUARD INDEX FDS
+$3.0M
158,106
+4%
减持
BA
BOEING CO
-$3.0M
2,473
-81%
减持
META
META PLATFORMS INC
+$2.9M
22,854
-1%
增持
—
ACCENTURE PLC IRELAND
+$2.9M
10,487
+388%
减持
IWB
ISHARES TR
+$2.7M
113,833
-1%
减持
SYK
STRYKER CORPORATION
+$2.3M
42,011
-1%
减持
SNOW
SNOWFLAKE INC
-$2.2M
1,755
-86%
减持
AMZN
AMAZON COM INC
+$2.1M
79,802
-1%
增持
CAT
CATERPILLAR INC
+$1.8M
26,015
+0%
减持
URI
UNITED RENTALS INC
+$1.8M
12,330
-0%
减持
MSFT
MICROSOFT CORP
+$1.7M
52,815
-3%
减持
RTX
RTX CORPORATION
-$1.7M
9,108
-70%
减持
JPM
JPMORGAN CHASE & CO
+$1.6M
56,315
-1%
增持
QQQ
INVESCO QQQ TR
+$1.5M
17,900
+13%
减持
SNPS
SYNOPSYS INC
+$1.4M
27,491
-1%
减持
IWR
ISHARES TR
+$1.3M
271,311
-2%
减持
IJR
ISHARES TR
+$1.3M
586,038
-0%
增持
COST
COSTCO WHSL CORP NEW
+$1.2M
15,963
+0%
减持
VTI
VANGUARD INDEX FDS
+$1.1M
72,934
-3%
减持
ISRG
INTUITIVE SURGICAL INC
+$1.1M
18,958
-1%
清仓
WBD
WARNER BROS DISCOVERY INC
-$1.1M
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$996.4K
103,771
-11%
减持
LOW
LOWES COS INC
+$946.4K
33,648
-2%
增持
IBDR
ISHARES TR
+$907.7K
1,001,495
+4%
增持
STIP
ISHARES TR
+$889.6K
356,966
+2%
减持
ABBV
ABBVIE INC
+$886.7K
39,139
-3%
增持
NUE
NUCOR CORP
+$865.3K
34,981
+1%
增持
IAU
ISHARES GOLD TR
+$789.3K
223,672
+1%
减持
IEFA
ISHARES TR
+$734.5K
247,471
-1%
减持
AJG
GALLAGHER ARTHUR J & CO
+$712.1K
32,120
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$693.7K
16,398
-1%
增持
ADBE
ADOBE INC
-$680.5K
8,220
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$672.2K
15,128
-2%
增持
COR
CENCORA INC
+$635.6K
15,781
+1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$599.6K
103,697
-6%
增持
VOO
VANGUARD INDEX FDS
+$587.6K
10,325
+3%
减持
TJX
TJX COS INC NEW
+$578.5K
80,652
-0%
增持
SCHB
SCHWAB STRATEGIC TR
+$558.0K
39,439
+19%
减持
UPS
UNITED PARCEL SERVICE INC
-$517.7K
59,697
-0%
减持
DHR
DANAHER CORPORATION
+$510.5K
28,452
-0%
增持
IBDS
ISHARES TR
+$505.4K
996,068
+3%
增持
IBDT
ISHARES TR
+$504.1K
1,009,430
+3%
减持
PG
PROCTER AND GAMBLE CO
+$486.1K
33,626
-1%
减持
TSLA
TESLA INC
-$482.5K
6,074
-3%
减持
PGR
PROGRESSIVE CORP
+$476.0K
10,985
-3%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$461.0K
8,162
+13%
减持
IWM
ISHARES TR
+$451.3K
64,805
-1%
减持
—
EXXON MOBIL CORP
+$449.0K
28,475
-0%
增持
IWF
ISHARES TR
+$446.5K
11,726
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$445.1K
665,289
-0%
减持
XLE
SELECT SECTOR SPDR TR
+$436.2K
45,177
-1%
增持
ITOT
ISHARES TR
+$429.3K
25,716
+7%
清仓
GNTX
GENTEX CORP
-$427.8K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$424.0K
67,792
+1%
增持
—
PIONEER NAT RES CO
+$423.2K
10,210
+2%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$422.8K
0
-100%
减持
GOOGL
ALPHABET INC
+$422.7K
37,692
-0%
减持
GS
GOLDMAN SACHS GROUP INC
+$386.5K
12,438
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$349.5K
4,116
+6%
减持
—
ISHARES TR
-$336.6K
965,869
-2%
减持
LLY
ELI LILLY & CO
-$291.5K
1,270
-42%
增持
NEE
NEXTERA ENERGY INC
+$245.8K
55,745
+2%
建仓
XSD
SPDR SER TR
+$228.6K
985
减持
SHYG
ISHARES TR
-$221.8K
125,233
-5%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$213.9K
80,103
-2%
建仓
NSC
NORFOLK SOUTHN CORP
+$210.3K
825
建仓
DTM
DT MIDSTREAM INC
+$210.2K
3,440
减持
ROP
ROPER TECHNOLOGIES INC
+$209.7K
14,143
-0%
建仓
PSX
PHILLIPS 66
+$209.1K
1,280
清仓
BIIB
BIOGEN INC
-$207.0K
0
-100%
建仓
NFLX
NETFLIX INC
+$206.5K
340
清仓
KMB
KIMBERLY-CLARK CORP
-$202.9K
0
-100%
建仓
—
TE CONNECTIVITY LTD
+$202.5K
1,394
建仓
AMD
ADVANCED MICRO DEVICES INC
+$201.8K
1,118
清仓
SPGI
S&P GLOBAL INC
-$201.8K
0
-100%
清仓
NKE
NIKE INC
-$200.5K
0
-100%
增持
ESGD
ISHARES TR
+$195.3K
10,130
+25%
增持
SNA
SNAP ON INC
+$190.8K
17,864
+1%
减持
SUB
ISHARES TR
-$187.5K
9,713
-15%
增持
GPN
GLOBAL PMTS INC
+$180.8K
19,899
+2%
增持
KO
COCA COLA CO
+$178.1K
64,397
+1%
减持
XLK
SELECT SECTOR SPDR TR
+$172.8K
13,111
-1%
增持
—
ISHARES TR
+$158.3K
976,169
+0%
增持
SJNK
SPDR SER TR
+$152.1K
1,396,634
+0%
增持
—
EATON CORP PLC
+$151.2K
1,715
+7%
减持
IVE
ISHARES TR
+$143.0K
12,814
-1%
减持
XLC
SELECT SECTOR SPDR TR
+$133.4K
19,324
-3%
增持
MRK
MERCK & CO INC
+$132.1K
5,586
+1%
增持
IWD
ISHARES TR
+$131.3K
6,299
+4%
减持
ORCL
ORACLE CORP
+$131.0K
7,385
-2%
减持
XLF
SELECT SECTOR SPDR TR
+$127.7K
37,568
-3%
增持
SCHW
SCHWAB CHARLES CORP
+$127.4K
4,803
+50%
减持
EFA
ISHARES TR
+$119.6K
52,449
-3%
增持
IEMG
ISHARES INC
+$111.4K
105,036
+0%
减持
VYM
VANGUARD WHITEHALL FDS
+$110.9K
84,637
-7%
减持
DIS
DISNEY WALT CO
+$106.6K
3,873
-5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$102.1K
69,246
-3%
减持
MCD
MCDONALDS CORP
-$101.2K
835
-26%
增持
MA
MASTERCARD INCORPORATED
+$97.0K
917
+13%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$96.2K
24,023
+0%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$95.3K
29,442
-14%
增持
SCHF
SCHWAB STRATEGIC TR
+$93.8K
27,386
+4%
减持
CVX
CHEVRON CORP NEW
+$93.4K
18,855
-2%
减持
SBUX
STARBUCKS CORP
-$93.0K
2,800
-23%
增持
VO
VANGUARD INDEX FDS
+$87.4K
3,519
+3%
增持
GOOG
ALPHABET INC
+$83.7K
7,017
+0%
减持
SCHM
SCHWAB STRATEGIC TR
+$83.5K
13,797
-0%
增持
IJK
ISHARES TR
+$82.2K
6,815
+0%
减持
ICF
ISHARES TR
-$79.0K
15,115
-7%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$73.5K
14,416
-20%
减持
INTC
INTEL CORP
-$71.4K
7,801
-6%
减持
HD
HOME DEPOT INC
+$71.0K
3,252
-4%
增持
SCHD
SCHWAB STRATEGIC TR
+$68.8K
7,659
+6%
增持
PLD
PROLOGIS INC.
-$67.3K
31,965
+1%
增持
XLV
SELECT SECTOR SPDR TR
+$65.6K
3,103
+8%
减持
VTEB
VANGUARD MUN BD FDS
-$64.2K
15,639
-7%
增持
SCHA
SCHWAB STRATEGIC TR
+$62.9K
18,127
+3%
减持
—
ISHARES TR
-$60.4K
24,805
-9%
增持
TPHD
TIMOTHY PLAN
+$48.1K
15,558
+0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$46.5K
22,225
-9%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$45.6K
1,246
+9%
增持
CRM
SALESFORCE INC
+$45.5K
1,106
+1%
减持
NVO
NOVO-NORDISK A S
+$43.7K
1,974
-3%
减持
HPQ
HP INC
-$41.5K
57,009
-3%
增持
PEP
PEPSICO INC
+$40.6K
4,244
+3%
减持
CMCSA
COMCAST CORP NEW
-$40.5K
9,115
-8%
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$37.2K
25,037
-6%
增持
ABT
ABBOTT LABS
+$37.2K
3,447
+7%
减持
BSCS
INVESCO EXCH TRD SLF IDX FD
-$35.9K
21,430
-7%
减持
IDEV
ISHARES TR
+$33.5K
26,776
-3%
减持
XLI
SELECT SECTOR SPDR TR
-$30.4K
1,595
-21%
减持
TIP
ISHARES TR
-$29.0K
32,901
-1%
减持
GGG
GRACO INC
-$22.2K
5,061
-11%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$20.0K
16,948
+10%
减持
PFE
PFIZER INC
-$19.8K
13,739
-1%
减持
MUB
ISHARES TR
-$19.2K
7,773
-2%
