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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 12
增持 115
减持 20
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$47.7M
657,292
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$14.0M
1,889,732
+2%
增持
IJH
ISHARES TR
+$11.2M
2,057,875
+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。
增持
NVDA
NVIDIA CORPORATION
+$9.1M
176,251
+2%
增持
MSFT
MICROSOFT CORP
+$6.6M
50,484
+2%
增持
IWB
ISHARES TR
+$5.3M
111,619
+5%
增持
META
META PLATFORMS INC
+$4.9M
22,709
+10%
增持
IJR
ISHARES TR
+$4.7M
590,817
+3%
增持
VTI
VANGUARD INDEX FDS
+$4.4M
65,449
+16%
增持
IBDY
ISHARES TR
+$4.2M
1,017,190
+17%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.6M
694,413
+2%
增持
QQQ
INVESCO QQQ TR
+$3.6M
25,127
+15%
增持
VTV
VANGUARD INDEX FDS
+$3.3M
191,052
+8%
增持
AMZN
AMAZON COM INC
+$3.0M
79,532
+5%
增持
JPM
JPMORGAN CHASE & CO.
+$2.9M
52,654
+4%
增持
IWR
ISHARES TR
+$2.6M
273,859
+3%
增持
SNPS
SYNOPSYS INC
+$2.6M
26,112
+4%
增持
UNH
UNITEDHEALTH GROUP INC
-$2.6M
14,130
+6%
建仓
APO
APOLLO GLOBAL MGMT INC
+$2.5M
17,643
增持
AVGO
BROADCOM INC
+$2.5M
18,804
+17%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.5M
212,215
+72%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.4M
12,608
+5%
增持
IEFA
ISHARES TR
+$2.4M
253,563
+2%
增持
IAU
ISHARES GOLD TR
+$2.0M
248,675
+9%
减持
—
ISHARES TR
-$1.9M
885,437
-8%
增持
CAT
CATERPILLAR INC
+$1.9M
25,401
+6%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.8M
144,757
+85%
增持
URI
UNITED RENTALS INC
+$1.7M
10,919
+5%
增持
ITOT
ISHARES TR
+$1.4M
36,583
+28%
增持
IBDX
ISHARES TR
+$1.4M
1,316,078
+3%
增持
IBDW
ISHARES TR
+$1.4M
1,619,642
+3%
清仓
HPQ
HP INC
-$1.4M
0
-100%
增持
ANET
ARISTA NETWORKS INC
+$1.3M
44,935
+6%
增持
IBDV
ISHARES TR
+$1.3M
1,565,293
+3%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.3M
17,233
+5%
清仓
GPN
GLOBAL PMTS INC
-$1.3M
0
-100%
增持
GOOGL
ALPHABET INC
+$1.2M
39,294
+6%
增持
SYK
STRYKER CORPORATION
+$1.2M
41,021
+1%
增持
IBDS
ISHARES TR
+$1.1M
1,173,113
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
16,593
+2%
增持
COST
COSTCO WHSL CORP NEW
+$1.1M
13,284
+4%
增持
SJNK
SPDR SERIES TRUST
+$1.0M
1,544,552
+1%
增持
—
EATON CORP PLC
+$958.5K
9,447
+6%
增持
IEMG
ISHARES INC
+$950.9K
107,963
+5%
增持
KLAC
KLA CORP
+$913.0K
3,718
+5%
增持
IBDT
ISHARES TR
+$888.3K
1,154,589
+2%
增持
EFA
ISHARES TR
+$836.6K
47,367
+14%
增持
XLK
SELECT SECTOR SPDR TR
+$825.6K
13,577
+7%
增持
IBDR
ISHARES TR
+$801.7K
1,129,662
+3%
增持
GBDC
GOLUB CAP BDC INC
+$798.3K
800,915
+11%
增持
TDG
TRANSDIGM GROUP INC
+$685.2K
3,576
+4%
增持
ABBV
ABBVIE INC
-$674.0K
37,601
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$658.0K
62,056
+5%
减持
IWM
ISHARES TR
+$633.1K
62,782
-3%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$588.2K
98,312
+7%
增持
VOO
VANGUARD INDEX FDS
+$583.5K
9,825
+1%
减持
IWF
ISHARES TR
+$574.1K
10,928
-3%
增持
ORCL
ORACLE CORP
+$570.0K
6,685
+5%
增持
SCHF
SCHWAB STRATEGIC TR
+$556.7K
54,086
+68%
增持
COR
CENCORA INC
+$553.3K
15,823
+5%
增持
STIP
ISHARES TR
+$545.7K
387,831
+2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$528.9K
110,426
+5%
增持
NUE
NUCOR CORP
+$526.4K
35,035
+5%
增持
AAPL
APPLE INC
-$509.5K
123,338
+6%
增持
V
VISA INC
+$500.5K
16,157
+8%
建仓
IBDZ
ISHARES TR
+$492.4K
18,844
增持
SCHM
SCHWAB STRATEGIC TR
+$486.0K
41,462
+60%
增持
ARCC
ARES CAPITAL CORP
+$467.3K
750,266
+4%
建仓
ETR
ENTERGY CORP NEW
+$465.0K
5,594
建仓
IJK
ISHARES TR
+$463.8K
5,098
增持
SCHA
SCHWAB STRATEGIC TR
+$456.9K
35,478
+89%
增持
TSLA
TESLA INC
+$419.4K
5,642
+7%
增持
IBDU
ISHARES TR
+$414.8K
1,442,239
+0%
增持
TJX
TJX COS INC NEW
+$414.6K
76,602
+3%
增持
AJG
GALLAGHER ARTHUR J & CO
-$408.3K
32,980
+4%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$399.4K
2,930
减持
XLV
SELECT SECTOR SPDR TR
-$384.4K
3,298
-42%
减持
SUB
ISHARES TR
-$370.3K
18,227
-17%
增持
—
EXXON MOBIL CORP
-$359.4K
51,264
+4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$357.0K
35,818
+8%
增持
IDEV
ISHARES TR
+$314.0K
23,926
+9%
减持
PGR
PROGRESSIVE CORP
-$304.9K
11,038
-4%
增持
SLB
SCHLUMBERGER LTD
-$304.9K
65,097
+9%
增持
KMI
KINDER MORGAN INC DEL
+$297.2K
99,077
+8%
建仓
IJT
ISHARES TR
+$293.5K
2,206
减持
CVX
CHEVRON CORP NEW
-$273.7K
5,761
-12%
建仓
ECL
ECOLAB INC
+$270.8K
1,005
清仓
TGT
TARGET CORP
-$269.6K
0
-100%
增持
VXF
VANGUARD INDEX FDS
+$263.4K
2,770
+76%
增持
PG
PROCTER AND GAMBLE CO
-$258.0K
33,020
+2%
建仓
T
AT&T INC
+$240.8K
8,322
增持
LLY
ELI LILLY & CO
+$240.8K
1,637
+31%
增持
SNA
SNAP ON INC
-$239.9K
17,536
+4%
建仓
—
TE CONNECTIVITY PLC
+$235.1K
1,394
增持
NFLX
NETFLIX INC
+$232.7K
411
+21%
建仓
IYW
ISHARES TR
+$223.5K
1,290
增持
XME
SPDR SERIES TRUST
+$221.1K
6,403
+71%
增持
VGT
VANGUARD WORLD FD
+$219.0K
926
+27%
建仓
GE
GE AEROSPACE
+$211.1K
820
增持
XLC
SELECT SECTOR SPDR TR
+$207.1K
16,344
+1%
建仓
XSD
SPDR SERIES TRUST
+$207.0K
807
增持
IJJ
ISHARES TR
+$192.3K
3,617
+70%
增持
DECK
DECKERS OUTDOOR CORP
+$188.6K
18,296
+21%
增持
AXP
AMERICAN EXPRESS CO
+$187.4K
3,376
+2%
增持
DIS
DISNEY WALT CO
+$181.7K
3,903
+27%
增持
GGG
GRACO INC
+$178.0K
6,142
+47%
增持
ADBE
ADOBE INC
+$174.3K
8,745
+5%
减持
GOOG
ALPHABET INC
+$167.6K
8,244
-1%
增持
NEE
NEXTERA ENERGY INC
+$165.1K
61,457
+6%
增持
KO
COCA COLA CO
+$161.7K
67,628
+5%
增持
RTX
RTX CORPORATION
+$161.6K
8,105
+5%
增持
TIP
ISHARES TR
+$153.9K
29,871
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$151.6K
4,811
+17%
增持
XLI
SELECT SECTOR SPDR TR
+$146.3K
3,626
+22%
增持
DHR
DANAHER CORPORATION
+$125.7K
27,775
+6%
减持
XLF
SELECT SECTOR SPDR TR
-$125.5K
33,184
-11%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$119.7K
65,780
-0%
增持
BA
BOEING CO
+$116.7K
2,293
+8%
增持
PSA
PUBLIC STORAGE OPER CO
+$104.3K
10,482
+6%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$103.0K
9,299
+6%
增持
WMT
WALMART INC
+$102.1K
4,190
+20%
增持
SCHE
SCHWAB STRATEGIC TR
+$99.3K
10,430
+34%
增持
JNJ
JOHNSON & JOHNSON
-$90.1K
10,236
+3%
增持
BAC
BANK AMERICA CORP
+$89.6K
12,136
+4%
减持
EEM
ISHARES TR
-$81.2K
5,594
-30%
减持
PM
PHILIP MORRIS INTL INC
+$75.6K
3,488
-1%
增持
VUG
VANGUARD INDEX FDS
+$71.3K
955
+2%
减持
IVW
ISHARES TR
+$70.2K
8,406
-9%
减持
DUK
DUKE ENERGY CORP NEW
-$67.2K
2,611
-15%
增持
HON
HONEYWELL INTL INC
+$52.5K
1,794
+4%
增持
DTM
DT MIDSTREAM INC
+$52.1K
3,799
+0%
减持
SHYG
ISHARES TR
+$50.5K
114,692
-0%
增持
LOW
LOWES COS INC
+$49.4K
33,004
+6%
增持
PLD
PROLOGIS INC.
-$47.6K
29,745
+5%
增持
GLD
SPDR GOLD TR
+$44.5K
1,370
+6%
增持
TPLC
TIMOTHY PLAN
+$42.3K
14,586
+1%
增持
DTE
DTE ENERGY CO
-$41.8K
7,907
+0%
增持
VO
VANGUARD INDEX FDS
+$40.6K
1,592
+2%
增持
MRK
MERCK & CO INC
-$39.0K
4,898
+3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$37.6K
901
-2%
增持
ROP
ROPER TECHNOLOGIES INC
+$37.0K
13,610
+5%
增持
MPC
MARATHON PETE CORP
+$35.6K
1,625
+1%
减持
BP
BP PLC
-$35.3K
8,229
-1%
增持
HD
HOME DEPOT INC
+$34.7K
3,115
+3%
减持
CSCO
CISCO SYS INC
+$32.5K
4,738
-1%
增持
XXGRFXX
EAGLE CAP GROWTH FD INC
+$30.7K
16,591
+24%
减持
SOXX
ISHARES TR
-$29.7K
1,027
-30%
减持
—
ACCENTURE PLC IRELAND
-$27.2K
1,661
-1%
增持
PEP
PEPSICO INC
-$26.0K
3,453
+7%
增持
CRM
SALESFORCE INC
+$23.6K
1,139
+7%
