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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 12
增持 58
减持 67
清仓 13
方向
标的
Δ市值
现股数(环比)
清仓
OEF
ISHARES TR
-$33.4M
0
-100%
建仓
IBDU
ISHARES TR
+$33.1M
1,450,703
清仓
—
ISHARES TR
-$20.8M
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
IVV
ISHARES TR
+$10.5M
658,787
+1%
建仓
IBDY
ISHARES TR
+$8.3M
330,664
增持
VEA
VANGUARD TAX-MANAGED FDS
-$8.2M
1,853,365
+1%
建仓
ANET
ARISTA NETWORKS INC
+$5.0M
44,845
清仓
—
ARISTA NETWORKS INC
-$4.3M
0
-100%
建仓
DECK
DECKERS OUTDOOR CORP
+$3.1M
15,474
增持
AVGO
BROADCOM INC
+$2.8M
15,068
+287%
减持
URI
UNITED RENTALS INC
-$2.7M
10,935
-14%
增持
AMZN
AMAZON COM INC
+$2.6M
79,223
+0%
建仓
SLB
SCHLUMBERGER LTD
+$2.6M
67,154
增持
—
EATON CORP PLC
+$2.5M
9,195
+469%
减持
KLAC
KLA CORP
-$2.2M
2,375
-50%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.1M
675,149
+2%
减持
NVDA
NVIDIA CORPORATION
+$2.0M
186,920
-2%
增持
IEFA
ISHARES TR
-$1.8M
245,188
+1%
减持
AAPL
APPLE INC
+$1.7M
124,544
-1%
增持
SUB
ISHARES TR
+$1.7M
25,616
+164%
减持
DHR
DANAHER CORPORATION
-$1.5M
27,927
-2%
减持
NUE
NUCOR CORP
-$1.5M
33,424
-7%
增持
IBDX
ISHARES TR
+$1.5M
1,185,972
+10%
减持
CVX
CHEVRON CORP NEW
-$1.5M
7,489
-57%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.3M
14,729
-2%
减持
IJR
ISHARES TR
-$1.3M
594,870
-0%
增持
ARCC
ARES CAPITAL CORP
+$1.2M
708,916
+4%
增持
IBDW
ISHARES TR
+$1.2M
1,483,109
+8%
增持
STIP
ISHARES TR
+$1.1M
374,427
+4%
减持
CAT
CATERPILLAR INC
-$1.1M
25,552
-4%
增持
XLK
SELECT SECTOR SPDR TR
+$1.0M
16,871
+31%
减持
ADBE
ADOBE INC
-$988.0K
8,834
-7%
减持
GS
GOLDMAN SACHS GROUP INC
+$956.9K
12,439
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$947.8K
53,438
-5%
增持
GOOGL
ALPHABET INC
+$947.4K
38,885
+1%
增持
QQQ
INVESCO QQQ TR
+$942.9K
22,049
+4%
增持
IBDV
ISHARES TR
+$941.4K
1,460,180
+7%
减持
SNPS
SYNOPSYS INC
-$886.1K
26,533
-2%
建仓
SOXX
ISHARES TR
+$864.5K
4,012
减持
ABBV
ABBVIE INC
-$839.7K
38,992
-1%
减持
SNA
SNAP ON INC
+$818.1K
17,652
-1%
增持
LOW
LOWES COS INC
-$807.2K
33,900
+0%
减持
PLD
PROLOGIS INC.
-$792.5K
29,488
-5%
减持
TSLA
TESLA INC
+$791.6K
5,732
-2%
增持
IJH
ISHARES TR
+$789.7K
2,050,653
+1%
增持
IBDS
ISHARES TR
+$758.0K
1,099,093
+5%
增持
NEE
NEXTERA ENERGY INC
-$741.3K
61,259
+1%
增持
SJNK
SPDR SER TR
+$739.6K
1,526,548
+4%
减持
—
EXXON MOBIL CORP
-$669.6K
51,500
-3%
增持
PSA
PUBLIC STORAGE OPER CO
-$661.5K
10,453
+0%
减持
V
VISA INC
+$660.6K
16,118
-0%
减持
ROP
ROPER TECHNOLOGIES INC
-$629.3K
13,824
-2%
清仓
—
ISHARES TR
-$623.8K
0
-100%
增持
—
ISHARES TR
+$619.1K
1,019,186
+3%
减持
UPS
UNITED PARCEL SERVICE INC
-$614.0K
59,697
-0%
减持
MSFT
MICROSOFT CORP
-$600.5K
52,268
-1%
增持
KO
COCA COLA CO
-$569.0K
66,890
+2%
增持
IBDR
ISHARES TR
+$568.1K
1,072,997
+3%
减持
IEMG
ISHARES INC
-$563.8K
105,588
-0%
减持
IWB
ISHARES TR
+$545.6K
111,664
-1%
减持
COST
COSTCO WHSL CORP NEW
-$532.6K
14,874
-7%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$531.3K
9,002
+1%
增持
IBDT
ISHARES TR
+$529.7K
1,110,725
+5%
增持
TDG
TRANSDIGM GROUP INC
-$519.7K
3,557
+1%
增持
VTV
VANGUARD INDEX FDS
-$478.7K
169,522
+1%
减持
KMI
KINDER MORGAN INC DEL
+$457.1K
97,157
-3%
减持
EFA
ISHARES TR
-$397.9K
47,803
-0%
增持
GOOG
ALPHABET INC
+$359.9K
8,203
+14%
减持
TIP
ISHARES TR
-$356.9K
35,538
-5%
增持
TJX
TJX COS INC NEW
+$356.7K
82,437
+1%
减持
VTI
VANGUARD INDEX FDS
+$339.8K
71,680
-1%
建仓
CMA
COMERICA INC
+$314.6K
5,087
增持
IWF
ISHARES TR
+$304.0K
11,527
+0%
建仓
BSCX
INVESCO EXCH TRD SLF IDX FD
+$297.1K
14,408
减持
VYM
VANGUARD WHITEHALL FDS
-$288.2K
80,938
-2%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$287.7K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$275.0K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$243.2K
0
-100%
清仓
IJS
ISHARES TR
-$239.0K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$236.4K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$234.5K
1,067
减持
PG
PROCTER AND GAMBLE CO
-$233.0K
33,316
-1%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$229.2K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$229.2K
35,591
+3%
增持
IAU
ISHARES GOLD TR
+$228.3K
232,252
+2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$228.0K
109,052
+2%
减持
ISRG
INTUITIVE SURGICAL INC
+$226.1K
18,331
-4%
建仓
XLRE
SELECT SECTOR SPDR TR
+$223.4K
5,493
减持
SHYG
ISHARES TR
-$217.0K
122,063
-2%
减持
HPQ
HP INC
-$216.1K
52,200
-2%
减持
META
META PLATFORMS INC
+$210.8K
22,728
-1%
清仓
—
TE CONNECTIVITY PLC
-$210.5K
0
-100%
建仓
XLB
SELECT SECTOR SPDR TR
+$205.6K
2,444
清仓
NSC
NORFOLK SOUTHN CORP
-$205.0K
0
-100%
建仓
XSD
SPDR SER TR
+$200.5K
807
清仓
VGT
VANGUARD WORLD FD
-$200.0K
0
-100%
减持
IDEV
ISHARES TR
-$185.6K
24,358
-2%
增持
XLV
SELECT SECTOR SPDR TR
+$181.6K
6,433
+41%
增持
SCHX
SCHWAB STRATEGIC TR
+$174.7K
209,436
+204%
减持
LLY
ELI LILLY & CO
-$170.5K
1,318
-2%
减持
SYK
STRYKER CORPORATION
-$157.6K
41,631
-1%
增持
JNJ
JOHNSON & JOHNSON
-$135.0K
11,355
+4%
减持
IWM
ISHARES TR
-$132.6K
61,779
-1%
增持
AJG
GALLAGHER ARTHUR J & CO
+$124.8K
32,624
+0%
减持
COR
CENCORA INC
-$124.0K
15,830
-3%
增持
XLF
SELECT SECTOR SPDR TR
+$122.4K
39,088
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$111.2K
16,406
-1%
减持
XLE
SELECT SECTOR SPDR TR
-$110.7K
44,724
-0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
-$109.8K
105,390
+0%
减持
VOO
VANGUARD INDEX FDS
+$106.9K
9,942
-0%
增持
DTM
DT MIDSTREAM INC
+$105.0K
4,056
+7%
增持
WMT
WALMART INC
+$104.6K
4,162
+24%
增持
SCHF
SCHWAB STRATEGIC TR
-$101.3K
54,536
+102%
减持
HD
HOME DEPOT INC
-$100.1K
3,077
-4%
减持
IJT
ISHARES TR
-$97.1K
2,170
-23%
减持
IWR
ISHARES TR
-$95.2K
264,962
-1%
减持
IVE
ISHARES TR
-$86.5K
12,504
-0%
减持
LII
LENNOX INTL INC
-$86.4K
4,473
-4%
减持
XLC
SELECT SECTOR SPDR TR
+$85.8K
18,485
-2%
减持
ITOT
ISHARES TR
+$76.6K
31,440
-0%
减持
ORCL
ORACLE CORP
-$74.0K
6,855
-4%
增持
CRM
SALESFORCE INC
+$70.0K
1,135
+0%
增持
NFLX
NETFLIX INC
+$68.6K
365
+1%
减持
RTX
RTX CORPORATION
-$66.3K
8,643
-2%
减持
EEM
ISHARES TR
-$64.5K
8,311
-8%
减持
BSCT
INVESCO EXCH TRD SLF IDX FD
-$62.6K
16,573
-15%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$60.3K
4,554
-1%
增持
HON
HONEYWELL INTL INC
+$60.0K
1,858
+7%
减持
DIS
DISNEY WALT CO
+$58.7K
4,016
-1%
增持
MRK
MERCK & CO INC
-$58.0K
6,781
+5%
增持
DTE
DTE ENERGY CO
-$56.3K
7,835
+0%
减持
GPN
GLOBAL PMTS INC
+$51.4K
14,909
-6%
减持
CL
COLGATE PALMOLIVE CO
-$51.0K
3,152
-3%
增持
VB
VANGUARD INDEX FDS
+$50.3K
2,699
+7%
增持
XME
SPDR SER TR
+$49.1K
8,201
+26%
减持
GGG
GRACO INC
-$47.5K
4,691
-7%
减持
MCD
MCDONALDS CORP
-$45.5K
735
-13%
减持
IJK
ISHARES TR
-$44.5K
5,761
-7%
增持
VXF
VANGUARD INDEX FDS
+$43.6K
2,433
+6%
增持
PAYX
PAYCHEX INC
+$40.7K
3,060
+6%
减持
BSCS
INVESCO EXCH TRD SLF IDX FD
-$39.4K
19,500
-7%
增持
SO
SOUTHERN CO
-$39.2K
5,109
+0%
减持
CMCSA
COMCAST CORP NEW
-$39.1K
9,115
-0%
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$34.6K
18,498
-8%
增持
ED
CONSOLIDATED EDISON INC
-$34.6K
2,355
+0%
增持
SCHB
SCHWAB STRATEGIC TR
+$31.9K
126,101
+196%
减持
PFE
PFIZER INC
-$29.9K
11,698
-1%
减持
SCHE
SCHWAB STRATEGIC TR
-$29.5K
10,438
-1%
增持
PEP
PEPSICO INC
-$29.0K
4,629
+7%
增持
XLI
SELECT SECTOR SPDR TR
+$28.1K
1,853
+16%
