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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 6
增持 62
减持 78
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
+$30.8M
655,738
-0%
建仓
IAUM
ISHARES GOLD TR
+$9.0M
234,627
减持
IAU
ISHARES GOLD TR
-$6.6M
122,280
-51%
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。
减持
IJH
ISHARES TR
+$6.4M
2,053,286
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.3M
1,903,335
+1%
减持
AAPL
APPLE INC
+$5.3M
120,048
-3%
减持
IJR
ISHARES TR
+$4.9M
584,435
-1%
增持
IBDY
ISHARES TR
+$4.3M
1,167,169
+15%
建仓
NOW
SERVICENOW INC
+$4.2M
4,579
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.5M
699,076
+1%
减持
NVDA
NVIDIA CORPORATION
+$2.8M
164,176
-7%
减持
GOOGL
ALPHABET INC
+$2.6M
39,233
-0%
减持
CAT
CATERPILLAR INC
+$2.2M
25,294
-0%
减持
IWB
ISHARES TR
+$2.2M
109,677
-2%
增持
QQQ
INVESCO QQQ TR
+$2.2M
26,701
+6%
减持
URI
UNITED RENTALS INC
+$2.1M
10,828
-1%
增持
IBDX
ISHARES TR
+$2.1M
1,380,127
+5%
减持
ANET
ARISTA NETWORKS INC
+$1.9M
44,866
-0%
减持
VTV
VANGUARD INDEX FDS
+$1.8M
190,801
-0%
增持
IBDW
ISHARES TR
+$1.8M
1,690,613
+4%
增持
IBDV
ISHARES TR
+$1.8M
1,633,897
+4%
减持
ABBV
ABBVIE INC
+$1.7M
37,351
-1%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$1.7M
0
-100%
增持
TJX
TJX COS INC NEW
+$1.6M
76,734
+0%
增持
ISRG
INTUITIVE SURGICAL INC
-$1.6M
17,302
+0%
增持
IBDS
ISHARES TR
+$1.4M
1,229,199
+5%
减持
IWM
ISHARES TR
+$1.3M
61,429
-2%
减持
JPM
JPMORGAN CHASE & CO.
+$1.3M
52,495
-0%
减持
—
ISHARES TR
-$1.3M
834,570
-6%
增持
IBDU
ISHARES TR
+$1.2M
1,485,226
+3%
增持
SJNK
SPDR SERIES TRUST
+$1.2M
1,583,785
+3%
增持
IBDR
ISHARES TR
+$1.2M
1,175,926
+4%
减持
SYK
STRYKER CORPORATION
-$1.1M
40,891
-0%
增持
IBDT
ISHARES TR
+$1.1M
1,193,474
+3%
增持
AVGO
BROADCOM INC
+$1.1M
18,991
+1%
增持
MSFT
MICROSOFT CORP
+$1.1M
50,526
+0%
减持
GS
GOLDMAN SACHS GROUP INC
+$1.0M
12,513
-1%
增持
VOO
VANGUARD INDEX FDS
+$1.0M
10,786
+10%
减持
COST
COSTCO WHSL CORP NEW
-$991.7K
13,135
-1%
增持
LOW
LOWES COS INC
+$981.8K
33,045
+0%
减持
VTI
VANGUARD INDEX FDS
+$965.6K
63,557
-3%
减持
ROP
ROPER TECHNOLOGIES INC
-$964.9K
13,535
-1%
减持
IWR
ISHARES TR
+$946.1K
270,667
-1%
减持
IEFA
ISHARES TR
+$863.9K
252,335
-0%
建仓
CRWV
COREWEAVE INC
+$855.6K
6,252
增持
ARCC
ARES CAPITAL CORP
-$750.8K
770,458
+3%
减持
SNPS
SYNOPSYS INC
-$704.4K
25,705
-2%
增持
KLAC
KLA CORP
+$697.2K
3,734
+0%
增持
TDG
TRANSDIGM GROUP INC
-$696.5K
3,598
+1%
增持
STIP
ISHARES TR
+$643.3K
392,366
+1%
减持
TSLA
TESLA INC
+$623.9K
5,433
-4%
减持
SNA
SNAP ON INC
+$605.1K
17,494
-0%
减持
IEMG
ISHARES INC
+$581.3K
107,134
-1%
增持
GOOG
ALPHABET INC
+$550.0K
8,263
+0%
增持
VGT
VANGUARD WORLD FD
+$535.9K
1,541
+66%
增持
IWF
ISHARES TR
+$506.0K
10,986
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$492.2K
16,128
-3%
增持
VUG
VANGUARD INDEX FDS
+$468.3K
1,850
+94%
增持
ITOT
ISHARES TR
+$456.2K
37,050
+1%
增持
SCHX
SCHWAB STRATEGIC TR
+$417.9K
212,771
+0%
减持
ADBE
ADOBE INC
-$404.6K
8,444
-3%
增持
XLK
SELECT SECTOR SPDR TR
+$391.5K
13,587
+0%
增持
NEE
NEXTERA ENERGY INC
+$388.3K
61,658
+0%
增持
SCHB
SCHWAB STRATEGIC TR
+$356.7K
148,048
+2%
减持
ORCL
ORACLE CORP
+$352.5K
6,450
-4%
增持
JNJ
JOHNSON & JOHNSON
+$338.6K
10,259
+0%
减持
PGR
PROGRESSIVE CORP
-$326.0K
10,608
-4%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$325.9K
93,706
-5%
清仓
CMCSA
COMCAST CORP NEW
-$325.3K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
+$308.2K
60,879
-2%
增持
—
EXXON MOBIL CORP
+$304.8K
51,718
+1%
增持
PLD
PROLOGIS INC.
+$288.6K
29,824
+0%
减持
MUB
ISHARES TR
-$271.2K
4,434
-38%
增持
KO
COCA COLA CO
-$263.0K
68,180
+1%
增持
AJG
GALLAGHER ARTHUR J & CO
-$244.3K
33,296
+1%
清仓
T
AT&T INC
-$240.8K
0
-100%
减持
LLY
ELI LILLY & CO
-$235.4K
1,364
-17%
清仓
—
TE CONNECTIVITY PLC
-$235.1K
0
-100%
增持
—
EATON CORP PLC
+$219.8K
9,598
+2%
建仓
XLY
SELECT SECTOR SPDR TR
+$207.3K
865
减持
XLE
SELECT SECTOR SPDR TR
+$206.5K
46,719
-0%
建仓
GD
GENERAL DYNAMICS CORP
+$205.1K
601
减持
SUB
ISHARES TR
-$204.7K
16,235
-11%
增持
COR
CENCORA INC
+$202.3K
15,829
+0%
建仓
PH
PARKER-HANNIFIN CORP
+$201.7K
266
减持
DECK
DECKERS OUTDOOR CORP
-$195.4K
16,675
-9%
减持
PG
PROCTER AND GAMBLE CO
-$190.9K
32,996
-0%
减持
UNH
UNITEDHEALTH GROUP INC
+$178.2K
13,282
-6%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$169.1K
10,139
+9%
减持
NUE
NUCOR CORP
+$168.2K
34,753
-1%
增持
V
VISA INC
-$166.1K
16,318
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$161.2K
3,073
+5%
减持
ICF
ISHARES TR
-$150.4K
11,745
-18%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$139.4K
64,585
-2%
减持
VTEB
VANGUARD MUN BD FDS
-$137.7K
12,271
-20%
减持
IVE
ISHARES TR
+$131.7K
12,406
-0%
减持
HD
HOME DEPOT INC
+$119.1K
3,113
-0%
增持
VBK
VANGUARD INDEX FDS
+$116.6K
1,806
+19%
减持
VCIT
VANGUARD SCOTTSDALE FDS
+$114.4K
110,224
-0%
减持
KMI
KINDER MORGAN INC DEL
-$112.5K
98,917
-0%
增持
XLV
SELECT SECTOR SPDR TR
+$111.0K
3,992
+21%
减持
—
ACCENTURE PLC IRELAND
-$106.6K
1,581
-5%
减持
AMZN
AMAZON COM INC
-$97.1K
79,025
-1%
减持
XLC
SELECT SECTOR SPDR TR
+$93.9K
15,779
-3%
减持
SHYG
ISHARES TR
-$92.3K
112,137
-2%
减持
SCHA
SCHWAB STRATEGIC TR
+$92.0K
35,469
-0%
减持
PAYX
PAYCHEX INC
-$87.1K
2,634
-9%
减持
HON
HONEYWELL INTL INC
-$85.6K
1,578
-12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$79.7K
4,807
-0%
减持
IVW
ISHARES TR
+$77.2K
8,306
-1%
增持
DTE
DTE ENERGY CO
+$75.2K
7,937
+0%
增持
BX
BLACKSTONE INC
+$69.1K
3,223
+0%
增持
IBDZ
ISHARES TR
+$69.0K
21,210
+13%
减持
CRM
SALESFORCE INC
-$65.0K
1,036
-9%
减持
SCHD
SCHWAB STRATEGIC TR
-$59.9K
19,397
-13%
增持
BA
BOEING CO
+$58.3K
2,496
+9%
减持
SCHM
SCHWAB STRATEGIC TR
+$57.5K
41,178
-1%
增持
PM
PHILIP MORRIS INTL INC
-$56.9K
3,566
+2%
减持
DIS
DISNEY WALT CO
-$56.3K
3,736
-4%
增持
NFLX
NETFLIX INC
-$55.3K
412
+0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$50.3K
10,659
-19%
减持
SCHF
SCHWAB STRATEGIC TR
+$49.1K
53,452
-1%
减持
GGG
GRACO INC
-$48.7K
5,642
-8%
增持
AXP
AMERICAN EXPRESS CO
+$45.3K
3,378
+0%
增持
SLB
SCHLUMBERGER LTD
+$44.6K
65,314
+0%
减持
BAC
BANK AMERICA CORP
+$43.0K
11,966
-1%
减持
IWD
ISHARES TR
+$42.0K
5,935
-1%
减持
TIP
ISHARES TR
-$40.6K
29,189
-2%
增持
META
META PLATFORMS INC
-$40.3K
22,769
+0%
增持
GBDC
GOLUB CAP BDC INC
-$38.3K
854,280
+7%
减持
DE
DEERE & CO
-$38.3K
678
-1%
增持
GE
GE AEROSPACE
+$37.3K
826
+1%
减持
IDEV
ISHARES TR
+$37.1K
23,156
-3%
增持
WMT
WALMART INC
+$33.7K
4,302
+3%
减持
SCHE
SCHWAB STRATEGIC TR
+$30.8K
10,344
-1%
增持
EEM
ISHARES TR
+$30.2K
5,619
+0%
减持
DUK
DUKE ENERGY CORP NEW
-$28.9K
2,256
-14%
减持
RTX
RTX CORPORATION
+$28.4K
7,243
-11%
减持
GLD
SPDR GOLD TR
-$24.5K
1,106
-19%
减持
IYW
ISHARES TR
+$24.4K
1,266
-2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$23.9K
724
-10%
增持
TPLC
TIMOTHY PLAN
+$23.9K
14,661
+1%
增持
PSA
PUBLIC STORAGE OPER CO
-$21.9K
10,572
+1%
减持
SOXX
ISHARES TR
-$19.5K
833
-19%
减持
WM
WASTE MGMT INC DEL
-$18.9K
928
-5%
增持
KR
KROGER CO
-$18.8K
5,042
+1%
增持
MA
MASTERCARD INCORPORATED
+$17.4K
813
+3%
减持
SO
SOUTHERN CO
-$15.4K
4,808
-6%
增持
SCHW
SCHWAB CHARLES CORP
+$14.1K
3,205
+0%
增持
APO
APOLLO GLOBAL MGMT INC
+$13.6K
18,883
+7%
