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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 12
增持 75
减持 58
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$24.1M
654,104
+1%
增持
IJH
ISHARES TR
+$8.9M
2,037,653
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.7M
1,833,188
+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。
增持
IJR
ISHARES TR
+$6.4M
597,123
+0%
增持
IBDX
ISHARES TR
+$4.0M
1,076,249
+12%
增持
IBDW
ISHARES TR
+$3.8M
1,368,027
+10%
增持
OEF
ISHARES TR
+$3.4M
1,417,510
+7%
增持
IBDV
ISHARES TR
+$3.2M
1,364,367
+7%
增持
VTV
VANGUARD INDEX FDS
+$3.0M
167,146
+2%
增持
AAPL
APPLE INC
+$2.9M
126,349
+0%
减持
SNPS
SYNOPSYS INC
-$2.6M
27,181
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.5M
665,058
-1%
增持
URI
UNITED RENTALS INC
+$2.1M
12,786
+0%
增持
SJNK
SPDR SER TR
+$2.0M
1,468,186
+2%
减持
IWR
ISHARES TR
+$1.7M
266,824
-1%
减持
IWB
ISHARES TR
+$1.7M
112,688
-1%
减持
LOW
LOWES COS INC
+$1.7M
33,870
-0%
减持
CVS
CVS HEALTH CORP
-$1.6M
4,374
-86%
增持
IBDT
ISHARES TR
+$1.6M
1,062,566
+3%
增持
CAT
CATERPILLAR INC
+$1.5M
26,503
+0%
增持
IBDS
ISHARES TR
+$1.5M
1,049,497
+4%
减持
—
ISHARES TR
-$1.5M
825,986
-7%
减持
META
META PLATFORMS INC
+$1.5M
22,879
-1%
减持
IAU
ISHARES GOLD TR
+$1.2M
226,770
-1%
减持
IEFA
ISHARES TR
+$1.2M
243,817
-0%
增持
IBDR
ISHARES TR
+$1.2M
1,039,462
+3%
增持
STIP
ISHARES TR
+$1.1M
360,782
+1%
减持
UNH
UNITEDHEALTH GROUP INC
+$1.1M
15,025
-1%
减持
ABBV
ABBVIE INC
+$973.6K
39,339
-1%
增持
NEE
NEXTERA ENERGY INC
+$882.3K
60,723
+1%
减持
MSFT
MICROSOFT CORP
-$879.9K
52,594
-0%
减持
ISRG
INTUITIVE SURGICAL INC
+$871.2K
19,016
-0%
减持
IWM
ISHARES TR
+$862.5K
62,398
-2%
增持
QQQ
INVESCO QQQ TR
+$857.0K
21,163
+7%
减持
SYK
STRYKER CORPORATION
+$836.8K
41,928
-0%
减持
NVDA
NVIDIA CORPORATION
-$812.2K
190,462
-2%
增持
PSA
PUBLIC STORAGE OPER CO
+$811.5K
10,420
+1%
减持
VTI
VANGUARD INDEX FDS
+$770.5K
72,164
-2%
增持
—
ISHARES TR
+$768.8K
992,492
+2%
减持
DHR
DANAHER CORPORATION
+$768.0K
28,623
-1%
增持
PGR
PROGRESSIVE CORP
+$743.6K
11,566
+10%
减持
XPO
XPO INC
-$734.5K
6,259
-53%
减持
VYM
VANGUARD WHITEHALL FDS
+$719.6K
82,801
-1%
减持
AJG
GALLAGHER ARTHUR J & CO
+$697.8K
32,468
-0%
增持
ARCC
ARES CAPITAL CORP
+$688.9K
681,724
+5%
减持
TJX
TJX COS INC NEW
+$606.6K
81,696
-0%
增持
TDG
TRANSDIGM GROUP INC
+$594.5K
3,523
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$579.7K
16,565
+1%
减持
COST
COSTCO WHSL CORP NEW
+$550.5K
15,974
-0%
增持
KO
COCA COLA CO
+$547.7K
65,872
+0%
增持
IEMG
ISHARES INC
+$544.2K
105,863
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$534.5K
12,453
+0%
增持
GOOGL
ALPHABET INC
-$491.8K
38,670
+2%
增持
—
ARISTA NETWORKS INC
+$462.5K
11,085
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$453.4K
4,616
+12%
减持
JPM
JPMORGAN CHASE & CO.
+$442.8K
56,254
-0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$441.4K
107,243
+0%
减持
SNA
SNAP ON INC
+$438.2K
17,861
-1%
增持
AMZN
AMAZON COM INC
-$424.8K
79,141
+1%
减持
PLD
PROLOGIS INC.
+$405.5K
30,958
-1%
减持
CVX
CHEVRON CORP NEW
-$348.9K
17,303
-7%
增持
ITOT
ISHARES TR
+$325.2K
31,580
+3%
减持
TSLA
TESLA INC
+$321.3K
5,822
-4%
增持
V
VISA INC
+$317.5K
16,124
+3%
增持
VOO
VANGUARD INDEX FDS
+$284.4K
9,949
+0%
增持
SCHB
SCHWAB STRATEGIC TR
+$283.0K
42,552
+5%
建仓
WMT
WALMART INC
+$271.4K
3,361
增持
NUE
NUCOR CORP
-$268.8K
35,910
+0%
建仓
CSCO
CISCO SYS INC
+$267.1K
5,019
增持
SCHX
SCHWAB STRATEGIC TR
+$258.1K
68,977
+0%
增持
ADBE
ADOBE INC
+$250.9K
9,495
+13%
减持
PG
PROCTER AND GAMBLE CO
+$250.8K
33,594
-0%
清仓
XSD
SPDR SER TR
-$248.0K
0
-100%
增持
TIP
ISHARES TR
+$241.2K
37,508
+3%
增持
DTE
DTE ENERGY CO
+$238.4K
7,806
+13%
增持
IVE
ISHARES TR
+$234.0K
12,544
+2%
建仓
IYW
ISHARES TR
+$231.1K
1,524
增持
KMI
KINDER MORGAN INC DEL
+$229.0K
99,821
+0%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$226.8K
0
-100%
增持
ORCL
ORACLE CORP
+$224.8K
7,138
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$224.6K
34,476
-8%
建仓
LNT
ALLIANT ENERGY CORP
+$217.3K
3,580
建仓
XLI
SELECT SECTOR SPDR TR
+$216.0K
1,595
清仓
RXO
RXO INC
-$215.2K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$212.3K
38,984
+3%
建仓
—
TE CONNECTIVITY PLC
+$210.5K
1,394
清仓
—
TE CONNECTIVITY LTD
-$209.7K
0
-100%
建仓
ADSK
AUTODESK INC
+$206.6K
750
建仓
VOT
VANGUARD INDEX FDS
+$205.7K
845
建仓
NSC
NORFOLK SOUTHN CORP
+$205.0K
825
建仓
IWP
ISHARES TR
+$204.2K
1,741
建仓
VGT
VANGUARD WORLD FD
+$200.0K
341
增持
SHYG
ISHARES TR
+$187.8K
124,784
+1%
清仓
F
FORD MTR CO DEL
-$187.3K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$182.1K
10,966
+0%
减持
HD
HOME DEPOT INC
+$177.4K
3,201
-2%
减持
XLE
SELECT SECTOR SPDR TR
-$176.1K
44,895
-1%
增持
—
EXXON MOBIL CORP
+$172.0K
52,972
+1%
减持
ROP
ROPER TECHNOLOGIES INC
-$167.3K
14,046
-1%
减持
RTX
RTX CORPORATION
+$167.3K
8,802
-2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
+$154.3K
104,901
-1%
增持
AXP
AMERICAN EXPRESS CO
+$138.7K
3,306
+1%
减持
XLV
SELECT SECTOR SPDR TR
-$132.0K
4,567
-20%
减持
GOOG
ALPHABET INC
-$118.2K
7,191
-0%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$116.9K
78,903
-3%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$108.2K
19,486
+37%
减持
LII
LENNOX INTL INC
-$105.5K
4,653
-15%
增持
IWD
ISHARES TR
+$101.7K
6,005
+1%
减持
ICF
ISHARES TR
+$90.5K
15,121
-4%
增持
PM
PHILIP MORRIS INTL INC
+$89.7K
3,512
+6%
减持
IDEV
ISHARES TR
+$89.5K
24,791
-2%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$89.3K
8,937
+3%
减持
GPN
GLOBAL PMTS INC
+$87.9K
15,810
-0%
减持
LMT
LOCKHEED MARTIN CORP
+$87.6K
857
-3%
增持
AVGO
BROADCOM INC
+$84.3K
3,895
+964%
增持
KLAC
KLA CORP
-$81.7K
4,758
+4%
增持
LLY
ELI LILLY & CO
+$79.0K
1,341
+9%
减持
EFA
ISHARES TR
-$71.6K
47,976
-8%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$67.6K
21,007
+15%
减持
SCHM
SCHWAB STRATEGIC TR
+$66.9K
13,695
-0%
减持
—
ACCENTURE PLC IRELAND
+$65.7K
1,852
-5%
增持
SO
SOUTHERN CO
+$65.1K
5,099
+0%
增持
DTM
DT MIDSTREAM INC
+$61.3K
3,792
+14%
减持
SCHF
SCHWAB STRATEGIC TR
+$60.9K
26,999
-1%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$55.6K
20,030
+13%
减持
XLC
SELECT SECTOR SPDR TR
+$53.6K
18,847
-2%
减持
SCHA
SCHWAB STRATEGIC TR
+$52.1K
17,624
-2%
增持
TPLC
TIMOTHY PLAN
+$50.6K
14,149
+0%
建仓
—
ENLIVEX THERAPEUTICS LTD
+$50.4K
30,000
增持
BAC
BANK AMERICA CORP
+$49.9K
11,993
+12%
减持
SCHD
SCHWAB STRATEGIC TR
+$48.0K
7,597
-1%
增持
MCD
MCDONALDS CORP
+$45.8K
849
+2%
减持
PFE
PFIZER INC
-$44.2K
11,757
-14%
减持
IWF
ISHARES TR
+$43.4K
11,522
-2%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$41.1K
23,586
+7%
增持
NVO
NOVO-NORDISK A S
-$38.7K
1,986
+3%
增持
IVW
ISHARES TR
+$38.6K
9,314
+1%
增持
ED
CONSOLIDATED EDISON INC
+$34.9K
2,350
+0%
增持
—
EATON CORP PLC
+$34.6K
1,617
+1%
增持
IJT
ISHARES TR
+$33.0K
2,802
+1%
增持
PEP
PEPSICO INC
+$33.0K
4,310
+2%
增持
CL
COLGATE PALMOLIVE CO
+$31.7K
3,252
+3%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$30.8K
18,066
+7%
增持
NFLX
NETFLIX INC
+$30.7K
362
+8%
减持
EEM
ISHARES TR
+$29.2K
8,985
-0%
减持
SBUX
STARBUCKS CORP
+$28.9K
2,515
-9%
减持
HPQ
HP INC
+$28.1K
53,509
-1%
减持
ABT
ABBOTT LABS
+$28.0K
3,183
-1%
增持
UPS
UNITED PARCEL SERVICE INC
-$27.7K
59,717
+0%
减持
MUB
ISHARES TR
-$27.3K
7,373
-5%
