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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 5
增持 70
减持 67
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$21.7M
645,442
+2%
减持
AAPL
APPLE INC
+$4.5M
126,084
-2%
建仓
—
ARISTA NETWORKS INC
+$3.8M
10,820
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。
建仓
KLAC
KLA CORP
+$3.8M
4,568
增持
NVDA
NVIDIA CORPORATION
+$3.7M
193,799
+764%
增持
IBDX
ISHARES TR
+$3.6M
962,285
+19%
增持
IBDW
ISHARES TR
+$3.1M
1,243,314
+15%
减持
—
ACCENTURE PLC IRELAND
-$3.0M
1,941
-81%
增持
—
EXXON MOBIL CORP
+$2.7M
52,444
+84%
清仓
—
PIONEER NAT RES CO
-$2.7M
0
-100%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$2.4M
2,128
-91%
增持
IBDV
ISHARES TR
+$2.2M
1,270,404
+10%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.2M
37,544
-46%
增持
COST
COSTCO WHSL CORP NEW
+$1.9M
16,013
+0%
减持
—
ISHARES TR
-$1.9M
888,148
-8%
增持
OEF
ISHARES TR
+$1.6M
1,322,000
+7%
增持
IJH
ISHARES TR
-$1.6M
2,017,580
+2%
增持
ARCC
ARES CAPITAL CORP
+$1.6M
651,938
+13%
增持
QQQ
INVESCO QQQ TR
+$1.5M
19,770
+10%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.5M
669,287
+1%
增持
IJR
ISHARES TR
-$1.3M
594,996
+2%
减持
MSFT
MICROSOFT CORP
+$1.3M
52,604
-0%
增持
NUE
NUCOR CORP
-$1.3M
35,852
+2%
增持
GOOGL
ALPHABET INC
+$1.2M
37,910
+1%
减持
GPN
GLOBAL PMTS INC
-$1.1M
15,836
-20%
增持
LOW
LOWES COS INC
-$1.1M
34,023
+1%
减持
IWR
ISHARES TR
-$1.0M
268,605
-1%
减持
CVS
CVS HEALTH CORP
-$993.7K
31,295
-12%
减持
IWB
ISHARES TR
+$955.1K
113,405
-0%
增持
ISRG
INTUITIVE SURGICAL INC
+$904.9K
19,042
+0%
增持
TJX
TJX COS INC NEW
+$816.2K
81,707
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$787.1K
1,822,636
+2%
减持
AMZN
AMAZON COM INC
+$776.4K
78,505
-2%
增持
SYK
STRYKER CORPORATION
-$724.5K
42,057
+0%
减持
IWM
ISHARES TR
-$707.8K
63,683
-2%
增持
VTI
VANGUARD INDEX FDS
+$707.8K
73,505
+1%
增持
CAT
CATERPILLAR INC
-$704.8K
26,502
+2%
增持
NEE
NEXTERA ENERGY INC
+$687.9K
60,028
+8%
增持
ITOT
ISHARES TR
+$676.9K
30,661
+19%
减持
PLD
PROLOGIS INC.
-$658.6K
31,199
-2%
增持
URI
UNITED RENTALS INC
-$657.1K
12,732
+3%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$655.3K
8,677
+6%
增持
IAU
ISHARES GOLD TR
+$636.7K
228,389
+2%
减持
SNPS
SYNOPSYS INC
+$623.9K
27,451
-0%
建仓
TPLC
TIMOTHY PLAN
+$571.8K
14,092
减持
IEFA
ISHARES TR
-$567.5K
245,042
-1%
清仓
TPHD
TIMOTHY PLAN
-$562.7K
0
-100%
增持
SNA
SNAP ON INC
-$555.5K
18,119
+1%
增持
SJNK
SPDR SER TR
+$553.1K
1,432,767
+3%
增持
ADBE
ADOBE INC
+$517.6K
8,398
+2%
增持
META
META PLATFORMS INC
+$511.9K
23,025
+1%
增持
TDG
TRANSDIGM GROUP INC
+$454.0K
3,470
+7%
增持
GS
GOLDMAN SACHS GROUP INC
+$436.0K
12,450
+0%
增持
VTV
VANGUARD INDEX FDS
+$426.4K
163,179
+3%
增持
IBDT
ISHARES TR
+$421.1K
1,031,930
+2%
增持
AJG
GALLAGHER ARTHUR J & CO
+$406.4K
32,539
+1%
增持
XLV
SELECT SECTOR SPDR TR
+$377.0K
5,732
+85%
增持
TIP
ISHARES TR
+$368.4K
36,545
+11%
增持
SPY
SPDR S&P 500 ETF TR
+$347.3K
16,399
+0%
减持
VYM
VANGUARD WHITEHALL FDS
-$344.8K
83,436
-1%
清仓
INTC
INTEL CORP
-$344.6K
0
-100%
增持
IBDS
ISHARES TR
+$334.3K
1,013,096
+2%
增持
ABBV
ABBVIE INC
-$332.0K
39,617
+1%
增持
IWF
ISHARES TR
+$329.2K
11,746
+0%
建仓
KMB
KIMBERLY-CLARK CORP
+$313.7K
2,270
清仓
SNOW
SNOWFLAKE INC
-$283.6K
0
-100%
增持
GOOG
ALPHABET INC
+$252.0K
7,199
+3%
增持
KO
COCA COLA CO
+$246.1K
65,764
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$226.4K
15,140
+0%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$216.1K
2,093
增持
SCHX
SCHWAB STRATEGIC TR
+$214.8K
68,825
+2%
清仓
NSC
NORFOLK SOUTHN CORP
-$210.3K
0
-100%
清仓
CSCO
CISCO SYS INC
-$209.8K
0
-100%
清仓
PSX
PHILLIPS 66
-$209.1K
0
-100%
清仓
XLI
SELECT SECTOR SPDR TR
-$200.9K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$191.6K
106,847
+3%
减持
XLK
SELECT SECTOR SPDR TR
+$189.0K
12,906
-2%
增持
KMI
KINDER MORGAN INC DEL
+$184.0K
99,447
+2%
增持
COR
CENCORA INC
-$178.0K
16,230
+3%
减持
HPQ
HP INC
+$168.4K
54,005
-5%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$168.3K
13,971
-37%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$158.7K
21,218
-28%
减持
IVE
ISHARES TR
-$154.5K
12,303
-4%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$154.5K
105,817
+2%
增持
IBDR
ISHARES TR
+$144.9K
1,008,841
+1%
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$143.6K
17,658
-29%
增持
SCHB
SCHWAB STRATEGIC TR
+$139.7K
40,520
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$139.0K
56,457
+0%
减持
IDEV
ISHARES TR
-$131.0K
25,388
-5%
减持
LII
LENNOX INTL INC
+$129.8K
5,453
-4%
减持
LLY
ELI LILLY & CO
+$121.1K
1,225
-4%
增持
JNJ
JOHNSON & JOHNSON
-$115.0K
10,914
+1%
减持
IEMG
ISHARES INC
+$113.6K
103,370
-2%
增持
PG
PROCTER AND GAMBLE CO
+$111.8K
33,760
+0%
减持
SCHW
SCHWAB CHARLES CORP
-$111.7K
3,199
-33%
减持
EFA
ISHARES TR
-$104.8K
52,136
-1%
减持
DIS
DISNEY WALT CO
-$98.5K
3,781
-2%
减持
SHYG
ISHARES TR
-$98.3K
123,942
-1%
减持
IWD
ISHARES TR
-$90.1K
5,950
-6%
减持
MA
MASTERCARD INCORPORATED
-$85.1K
808
-12%
增持
DHR
DANAHER CORPORATION
+$84.9K
28,777
+1%
减持
PGR
PROGRESSIVE CORP
-$80.6K
10,550
-4%
减持
IJK
ISHARES TR
-$79.8K
6,153
-10%
减持
CVX
CHEVRON CORP NEW
-$77.1K
18,521
-2%
减持
—
ISHARES TR
-$76.0K
971,150
-1%
减持
RXO
RXO INC
-$74.8K
8,229
-38%
减持
XLC
SELECT SECTOR SPDR TR
+$72.2K
19,264
-0%
减持
BSCS
INVESCO EXCH TRD SLF IDX FD
-$65.8K
18,260
-15%
减持
ORCL
ORACLE CORP
+$63.9K
7,022
-5%
减持
VB
VANGUARD INDEX FDS
-$63.4K
2,522
-6%
减持
BA
BOEING CO
-$59.9K
2,293
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$59.7K
4,108
-0%
减持
ABT
ABBOTT LABS
-$57.0K
3,222
-7%
减持
SCHM
SCHWAB STRATEGIC TR
-$52.5K
13,761
-0%
减持
IJT
ISHARES TR
-$52.5K
2,786
-11%
增持
ROP
ROPER TECHNOLOGIES INC
+$51.2K
14,163
+0%
减持
IJS
ISHARES TR
-$49.7K
2,220
-14%
减持
IJJ
ISHARES TR
-$47.9K
4,044
-6%
增持
CRM
SALESFORCE INC
-$42.3K
1,131
+2%
减持
SBUX
STARBUCKS CORP
-$39.6K
2,778
-1%
减持
VO
VANGUARD INDEX FDS
-$39.4K
3,469
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$39.1K
1,140
-9%
增持
V
VISA INC
-$38.3K
15,681
+5%
减持
SCHA
SCHWAB STRATEGIC TR
-$37.0K
18,031
-1%
减持
—
EATON CORP PLC
-$34.9K
1,599
-7%
增持
ICF
ISHARES TR
+$33.9K
15,815
+5%
增持
SO
SOUTHERN CO
+$30.4K
5,089
+0%
减持
DTE
DTE ENERGY CO
-$29.9K
6,882
-3%
增持
XLF
SELECT SECTOR SPDR TR
-$27.9K
37,813
+1%
减持
DTM
DT MIDSTREAM INC
+$26.8K
3,336
-3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$26.6K
1,408
+26%
减持
PAYX
PAYCHEX INC
-$24.2K
2,894
-3%
减持
SCHD
SCHWAB STRATEGIC TR
-$23.4K
7,641
-0%
减持
STIP
ISHARES TR
-$22.2K
356,527
-0%
减持
PM
PHILIP MORRIS INTL INC
+$21.9K
3,323
-3%
减持
NVO
NOVO-NORDISK A S
+$21.7K
1,928
-2%
减持
—
ISHARES TR
-$21.2K
23,900
-4%
减持
NFLX
NETFLIX INC
+$19.6K
335
-1%
增持
XSD
SPDR SER TR
+$19.4K
1,002
+2%
减持
SCHF
SCHWAB STRATEGIC TR
-$19.3K
27,312
-0%
增持
F
FORD MTR CO DEL
-$11.0K
14,935
+0%
减持
RTX
RTX CORPORATION
+$10.9K
8,957
-2%
增持
XXGRFXX
EAGLE CAP GROWTH FD INC
+$9.9K
15,776
+11%
增持
PSA
PUBLIC STORAGE OPER CO
+$9.8K
10,360
+1%
减持
EEM
ISHARES TR
+$9.5K
8,990
-1%
减持
SCHE
SCHWAB STRATEGIC TR
+$8.7K
10,659
-2%
减持
ED
CONSOLIDATED EDISON INC
-$8.5K
2,346
-2%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$7.4K
81,396
+2%
增持
IWN
ISHARES TR
-$6.5K
1,602
+2%
增持
MRK
MERCK & CO INC
-$5.0K
5,914
+6%
