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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 2
增持 27
减持 109
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$27.4M
641,467
-3%
增持
IBDY
ISHARES TR
+$13.9M
866,769
+162%
减持
IJH
ISHARES TR
-$11.3M
1,996,043
-3%
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
GBDC
GOLUB CAP BDC INC
+$10.9M
722,268
减持
IJR
ISHARES TR
-$8.6M
572,994
-4%
减持
NVDA
NVIDIA CORPORATION
-$6.4M
173,014
-7%
减持
AAPL
APPLE INC
-$5.4M
116,215
-7%
减持
VTI
VANGUARD INDEX FDS
-$5.3M
56,459
-21%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$5.1M
1,844,462
-0%
减持
MSFT
MICROSOFT CORP
-$3.5M
49,372
-6%
减持
IWB
ISHARES TR
-$3.3M
106,440
-5%
减持
AMZN
AMAZON COM INC
-$2.9M
75,877
-4%
减持
VYM
VANGUARD WHITEHALL FDS
-$2.7M
59,047
-27%
增持
IBDX
ISHARES TR
+$2.7M
1,274,909
+7%
增持
IBDW
ISHARES TR
+$2.5M
1,574,129
+6%
减持
SNPS
SYNOPSYS INC
-$2.1M
25,074
-5%
减持
SCHX
SCHWAB STRATEGIC TR
-$2.1M
123,641
-41%
减持
IAU
ISHARES GOLD TR
+$2.0M
228,771
-1%
增持
IBDV
ISHARES TR
+$1.9M
1,524,830
+4%
增持
VTV
VANGUARD INDEX FDS
+$1.8M
176,488
+4%
减持
AJG
GALLAGHER ARTHUR J & CO
+$1.7M
31,763
-3%
增持
STIP
ISHARES TR
+$1.7M
380,458
+2%
减持
ANET
ARISTA NETWORKS INC
-$1.7M
42,518
-5%
减持
GOOGL
ALPHABET INC
-$1.6M
37,028
-5%
减持
COST
COSTCO WHSL CORP NEW
-$1.6M
12,743
-14%
增持
IEFA
ISHARES TR
+$1.6M
248,514
+1%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.5M
16,366
-11%
减持
DECK
DECKERS OUTDOOR CORP
-$1.4M
15,179
-2%
减持
META
META PLATFORMS INC
-$1.4M
20,599
-9%
减持
CAT
CATERPILLAR INC
-$1.3M
24,056
-6%
减持
XLK
SELECT SECTOR SPDR TR
-$1.3M
12,652
-25%
减持
—
ISHARES TR
-$1.3M
963,931
-5%
减持
SCHB
SCHWAB STRATEGIC TR
-$1.2M
78,055
-38%
减持
URI
UNITED RENTALS INC
-$1.2M
10,436
-5%
减持
LOW
LOWES COS INC
-$1.1M
31,185
-8%
减持
DHR
DANAHER CORPORATION
-$1.0M
26,151
-6%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.0M
59,258
-1%
减持
QQQ
INVESCO QQQ TR
-$1.0M
21,892
-1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$993.8K
91,558
-13%
增持
IBDS
ISHARES TR
+$988.3K
1,129,965
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$986.5K
678,747
+1%
减持
TSLA
TESLA INC
-$942.0K
5,297
-8%
增持
KLAC
KLA CORP
+$920.8K
3,556
+50%
减持
TJX
TJX COS INC NEW
-$914.3K
74,261
-10%
减持
IWR
ISHARES TR
-$884.1K
264,941
-0%
增持
AVGO
BROADCOM INC
-$807.6K
16,041
+6%
增持
IBDT
ISHARES TR
+$804.3K
1,126,736
+1%
增持
IBDR
ISHARES TR
+$765.6K
1,098,415
+2%
增持
IWM
ISHARES TR
-$735.9K
64,739
+5%
减持
ABBV
ABBVIE INC
+$724.5K
36,529
-6%
减持
ADBE
ADOBE INC
-$719.3K
8,367
-5%
减持
TIP
ISHARES TR
-$653.5K
28,203
-21%
清仓
VB
VANGUARD INDEX FDS
-$648.5K
0
-100%
减持
—
EATON CORP PLC
-$637.7K
8,880
-3%
减持
COR
CENCORA INC
+$634.7K
15,072
-5%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$617.6K
8,751
-3%
减持
GS
GOLDMAN SACHS GROUP INC
-$592.4K
11,954
-4%
减持
SOXX
ISHARES TR
-$589.5K
1,461
-64%
减持
IWF
ISHARES TR
-$563.0K
11,260
-2%
减持
ITOT
ISHARES TR
-$544.6K
28,680
-9%
清仓
IJK
ISHARES TR
-$523.8K
0
-100%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$517.7K
65,847
-16%
减持
VO
VANGUARD INDEX FDS
-$511.5K
1,565
-55%
减持
ROP
ROPER TECHNOLOGIES INC
+$491.1K
13,022
-6%
增持
ARCC
ARES CAPITAL CORP
+$490.3K
722,406
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$488.5K
16,316
-1%
减持
PGR
PROGRESSIVE CORP
+$479.3K
11,486
-1%
减持
SCHA
SCHWAB STRATEGIC TR
-$462.4K
18,809
-46%
减持
KO
COCA COLA CO
+$458.4K
64,548
-4%
减持
SCHM
SCHWAB STRATEGIC TR
-$454.3K
25,841
-37%
减持
UNH
UNITEDHEALTH GROUP INC
-$452.9K
13,361
-9%
减持
GPN
GLOBAL PMTS INC
-$415.9K
12,815
-14%
减持
JPM
JPMORGAN CHASE & CO.
-$398.8K
50,594
-5%
建仓
VGT
VANGUARD WORLD FD
+$395.4K
729
减持
SUB
ISHARES TR
-$393.5K
21,861
-15%
减持
SCHF
SCHWAB STRATEGIC TR
-$370.3K
32,285
-41%
减持
VOO
VANGUARD INDEX FDS
-$359.5K
9,724
-2%
减持
—
EXXON MOBIL CORP
+$345.9K
49,489
-4%
减持
HPQ
HP INC
-$324.3K
49,803
-5%
清仓
CMA
COMERICA INC
-$314.6K
0
-100%
清仓
PFE
PFIZER INC
-$310.3K
0
-100%
减持
SHYG
ISHARES TR
-$303.8K
115,176
-6%
减持
SNA
SNAP ON INC
-$295.6K
16,904
-4%
清仓
IJT
ISHARES TR
-$293.7K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$290.5K
57,853
-6%
增持
GOOG
ALPHABET INC
-$267.3K
8,288
+1%
减持
XME
SPDR SER TR
-$256.1K
3,738
-54%
清仓
IYW
ISHARES TR
-$254.1K
0
-100%
减持
ORCL
ORACLE CORP
-$250.7K
6,377
-7%
减持
MRK
MERCK & CO INC
-$247.8K
4,754
-30%
减持
TDG
TRANSDIGM GROUP INC
+$244.9K
3,436
-3%
减持
IJJ
ISHARES TR
-$225.1K
2,127
-45%
清仓
XLRE
SELECT SECTOR SPDR TR
-$223.4K
0
-100%
减持
XLC
SELECT SECTOR SPDR TR
-$222.8K
16,244
-12%
减持
PEP
PEPSICO INC
-$221.9K
3,214
-31%
清仓
SBUX
STARBUCKS CORP
-$221.8K
0
-100%
清仓
ADSK
AUTODESK INC
-$221.7K
0
-100%
减持
EFA
ISHARES TR
-$216.8K
41,571
-13%
清仓
MCD
MCDONALDS CORP
-$213.2K
0
-100%
清仓
XLB
SELECT SECTOR SPDR TR
-$205.6K
0
-100%
清仓
XSD
SPDR SER TR
-$200.5K
0
-100%
减持
SJNK
SPDR SER TR
-$193.6K
1,524,312
-0%
减持
VXF
VANGUARD INDEX FDS
-$191.8K
1,570
-35%
减持
PSA
PUBLIC STORAGE OPER CO
-$158.7K
9,928
-5%
减持
IBDU
ISHARES TR
+$156.6K
1,436,776
-1%
减持
XLE
SELECT SECTOR SPDR TR
+$154.0K
42,644
-5%
减持
DIS
DISNEY WALT CO
-$144.9K
3,063
-24%
增持
XLI
SELECT SECTOR SPDR TR
+$144.5K
2,965
+60%
增持
BSCX
INVESCO EXCH TRD SLF IDX FD
+$143.7K
21,103
+46%
增持
DTE
DTE ENERGY CO
+$143.2K
7,878
+1%
减持
V
VISA INC
+$142.3K
14,941
-7%
增持
PM
PHILIP MORRIS INTL INC
+$142.1K
3,527
+2%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$126.1K
105,523
-3%
减持
—
ACCENTURE PLC IRELAND
-$121.9K
1,678
-9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$121.4K
4,104
-10%
减持
NUE
NUCOR CORP
+$111.0K
33,339
-0%
减持
TGT
TARGET CORP
-$94.8K
2,583
-4%
减持
CRM
SALESFORCE INC
-$92.7K
1,069
-6%
减持
IVW
ISHARES TR
-$90.3K
9,214
-1%
减持
HD
HOME DEPOT INC
-$89.4K
3,022
-2%
减持
SYK
STRYKER CORPORATION
+$87.0K
40,500
-3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$84.3K
1,368
+20%
减持
LMT
LOCKHEED MARTIN CORP
-$75.6K
763
-11%
减持
WM
WASTE MGMT INC DEL
-$72.3K
962
-34%
减持
SLB
SCHLUMBERGER LTD
-$69.5K
59,932
-11%
减持
WMT
WALMART INC
-$68.4K
3,504
-16%
减持
PG
PROCTER AND GAMBLE CO
-$66.7K
32,383
-3%
减持
IDEV
ISHARES TR
-$65.0K
21,851
-10%
减持
SCHE
SCHWAB STRATEGIC TR
-$62.9K
7,800
-25%
增持
ABT
ABBOTT LABS
+$62.5K
3,085
+1%
减持
IBMO
ISHARES TR
-$60.1K
10,000
-19%
减持
BSCS
INVESCO EXCH TRD SLF IDX FD
-$58.8K
16,399
-16%
减持
PLD
PROLOGIS INC.
+$57.5K
28,396
-4%
减持
VBK
VANGUARD INDEX FDS
-$56.3K
1,519
-3%
减持
XLV
SELECT SECTOR SPDR TR
-$56.1K
5,677
-12%
增持
SO
SOUTHERN CO
+$55.5K
5,177
+1%
减持
HON
HONEYWELL INTL INC
-$54.4K
1,725
-7%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$50.9K
19,476
-12%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$50.9K
20,993
+13%
增持
ED
CONSOLIDATED EDISON INC
+$50.8K
2,359
+0%
增持
VUG
VANGUARD INDEX FDS
+$46.9K
937
+28%
减持
KMI
KINDER MORGAN INC DEL
-$46.4K
91,683
-6%
减持
GGG
GRACO INC
-$45.4K
4,191
-11%
减持
SCHD
SCHWAB STRATEGIC TR
-$42.6K
20,595
-9%
减持
BAC
BANK AMERICA CORP
-$42.4K
11,615
-3%
减持
BA
BOEING CO
-$42.1K
2,133
-7%
减持
HDV
ISHARES TR
-$39.2K
2,547
-18%
减持
IWO
ISHARES TR
-$38.8K
880
-4%
减持
DTM
DT MIDSTREAM INC
-$37.8K
3,788
-7%
增持
DE
DEERE & CO
+$34.2K
685
+1%
