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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 9
增持 47
减持 89
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$26.2M
602,552
-8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$24.7M
2,221,205
+17%
清仓
—
ISHARES TR
-$21.0M
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。
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$20.9M
108,855
增持
IBDZ
ISHARES TR
+$16.7M
653,888
+2983%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.7M
809,639
+16%
增持
IBDY
ISHARES TR
+$3.0M
1,286,574
+10%
增持
QQQ
INVESCO QQQ TR
+$2.7M
30,495
+14%
建仓
CPRT
COPART INC
+$2.3M
59,503
减持
GOOGL
ALPHABET INC
+$2.3M
37,889
-3%
增持
IAUM
ISHARES GOLD TR
+$2.2M
260,137
+11%
减持
MSFT
MICROSOFT CORP
-$1.9M
50,226
-1%
减持
ISRG
INTUITIVE SURGICAL INC
+$1.9M
16,965
-2%
减持
AJG
GALLAGHER ARTHUR J & CO
-$1.9M
32,681
-2%
减持
META
META PLATFORMS INC
-$1.7M
22,756
-0%
减持
URI
UNITED RENTALS INC
-$1.7M
10,676
-1%
增持
IBDX
ISHARES TR
+$1.6M
1,446,565
+5%
减持
AAPL
APPLE INC
+$1.5M
117,865
-2%
增持
IBDT
ISHARES TR
+$1.3M
1,249,003
+5%
增持
VTV
VANGUARD INDEX FDS
+$1.3M
192,923
+1%
增持
IBDW
ISHARES TR
+$1.2M
1,753,685
+4%
增持
NOW
SERVICENOW INC
-$1.1M
20,172
+341%
增持
IBDS
ISHARES TR
+$1.1M
1,277,191
+4%
减持
GS
GOLDMAN SACHS GROUP INC
+$974.0K
12,445
-1%
减持
IAU
ISHARES GOLD TR
+$970.0K
121,576
-1%
减持
COST
COSTCO WHSL CORP NEW
-$883.4K
13,075
-0%
减持
NUE
NUCOR CORP
+$848.4K
34,057
-2%
减持
SYK
STRYKER CORPORATION
-$814.8K
40,690
-0%
减持
ROP
ROPER TECHNOLOGIES INC
-$804.6K
13,356
-1%
减持
DHR
DANAHER CORPORATION
+$804.1K
27,505
-1%
增持
SJNK
SPDR SERIES TRUST
+$800.7K
1,632,921
+3%
减持
ANET
ARISTA NETWORKS INC
-$747.1K
44,191
-2%
减持
SNPS
SYNOPSYS INC
-$686.0K
25,540
-1%
减持
NVDA
NVIDIA CORPORATION
-$636.7K
160,833
-2%
减持
TJX
TJX COS INC NEW
+$625.8K
76,278
-1%
减持
ORCL
ORACLE CORP
-$621.5K
6,118
-5%
增持
IBDR
ISHARES TR
+$620.5K
1,204,934
+2%
减持
AMZN
AMAZON COM INC
+$600.5K
77,775
-2%
增持
IBDU
ISHARES TR
+$594.0K
1,514,732
+2%
减持
GOOG
ALPHABET INC
+$579.6K
8,260
-0%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$572.3K
10,021
-1%
减持
VTI
VANGUARD INDEX FDS
-$564.1K
60,528
-5%
增持
KLAC
KLA CORP
+$561.9K
3,777
+1%
减持
IEFA
ISHARES TR
+$504.7K
251,912
-0%
增持
—
EATON CORP PLC
-$503.5K
9,697
+1%
减持
ABBV
ABBVIE INC
-$458.7K
35,842
-4%
减持
IWB
ISHARES TR
+$451.3K
108,548
-1%
减持
CAT
CATERPILLAR INC
+$448.5K
21,850
-14%
增持
STIP
ISHARES TR
+$448.5K
400,463
+2%
减持
IWR
ISHARES TR
-$433.2K
266,954
-1%
减持
LOW
LOWES COS INC
-$427.0K
32,665
-1%
减持
PSA
PUBLIC STORAGE OPER CO
-$421.9K
10,142
-4%
增持
XLK
SELECT SECTOR SPDR TR
+$420.6K
29,521
+117%
减持
LLY
ELI LILLY & CO
+$420.4K
1,360
-0%
减持
PG
PROCTER AND GAMBLE CO
-$416.4K
32,471
-2%
增持
GBDC
GOLUB CAP BDC INC
+$371.1K
889,184
+4%
减持
PLD
PROLOGIS INC.
+$368.9K
29,644
-1%
减持
—
EXXON MOBIL CORP
+$357.5K
51,426
-1%
减持
IBDV
ISHARES TR
-$342.1K
1,624,318
-1%
建仓
T
AT&T INC
+$334.2K
13,456
减持
IJH
ISHARES TR
+$332.5K
2,035,302
-1%
减持
COR
CENCORA INC
+$330.6K
15,626
-1%
增持
ARCC
ARES CAPITAL CORP
+$308.9K
792,585
+3%
建仓
MU
MICRON TECHNOLOGY INC
+$301.5K
1,056
减持
UNH
UNITEDHEALTH GROUP INC
-$282.9K
13,036
-2%
减持
DECK
DECKERS OUTDOOR CORP
-$274.2K
13,660
-18%
增持
CRWV
COREWEAVE INC
-$260.9K
8,305
+33%
清仓
IBMO
ISHARES TR
-$256.6K
0
-100%
建仓
IBMT
ISHARES TR
+$255.3K
9,840
减持
PGR
PROGRESSIVE CORP
-$249.5K
10,408
-2%
增持
APO
APOLLO GLOBAL MGMT INC
+$248.7K
19,102
+1%
减持
NEE
NEXTERA ENERGY INC
+$240.5K
60,975
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$229.4K
52,101
-1%
减持
LII
LENNOX INTL INC
-$227.4K
4,408
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$226.6K
16,088
-0%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$220.5K
0
-100%
减持
IJR
ISHARES TR
-$218.0K
576,056
-1%
减持
HD
HOME DEPOT INC
-$217.6K
3,033
-3%
建仓
GEV
GE VERNOVA INC
+$217.0K
332
建仓
C
CITIGROUP INC
+$209.7K
1,797
减持
SCHX
SCHWAB STRATEGIC TR
-$207.7K
200,548
-6%
减持
ADBE
ADOBE INC
-$206.7K
7,920
-6%
清仓
GD
GENERAL DYNAMICS CORP
-$205.1K
0
-100%
减持
SLB
SLB LIMITED
+$204.0K
63,804
-2%
建仓
VOE
VANGUARD INDEX FDS
+$201.5K
1,136
减持
KO
COCA COLA CO
+$201.5K
67,561
-1%
建仓
TPIF
TIMOTHY PLAN
+$201.0K
5,796
增持
ITOT
ISHARES TR
+$178.3K
37,492
+1%
减持
ABT
ABBOTT LABS
-$174.3K
1,896
-38%
增持
VGT
VANGUARD WORLD FD
+$159.7K
1,738
+13%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$137.3K
95,664
+2%
增持
SUB
ISHARES TR
+$134.7K
17,510
+8%
减持
DTE
DTE ENERGY CO
-$134.1K
7,664
-3%
减持
SCHB
SCHWAB STRATEGIC TR
-$130.0K
140,158
-5%
减持
JNJ
JOHNSON & JOHNSON
+$123.5K
9,788
-5%
减持
KMI
KINDER MORGAN INC DEL
-$123.4K
97,380
-2%
减持
IEMG
ISHARES INC
+$113.4K
106,750
-0%
减持
VOO
VANGUARD INDEX FDS
+$108.0K
10,704
-1%
减持
SNA
SNAP ON INC
-$106.7K
17,282
-1%
增持
MRK
MERCK & CO INC
+$105.6K
4,908
+0%
减持
EFA
ISHARES TR
+$101.9K
47,116
-1%
减持
ICF
ISHARES TR
-$101.6K
10,425
-11%
减持
SHYG
ISHARES TR
-$88.2K
111,205
-1%
减持
ETR
ENTERGY CORP NEW
-$86.1K
4,708
-16%
减持
DIS
DISNEY WALT CO
-$82.0K
3,039
-19%
减持
V
VISA INC
+$81.9K
16,117
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$80.2K
1,240
-9%
增持
SCHF
SCHWAB STRATEGIC TR
+$74.9K
54,876
+3%
减持
RTX
RTX CORPORATION
+$74.6K
7,015
-3%
减持
XME
SPDR SERIES TRUST
+$62.0K
6,357
-1%
增持
TDG
TRANSDIGM GROUP INC
+$59.0K
3,610
+0%
增持
XXGRFXX
EAGLE CAP GROWTH FD INC
+$58.1K
21,727
+31%
增持
MA
MASTERCARD INCORPORATED
+$55.1K
907
+12%
减持
HON
HONEYWELL INTL INC
-$54.9K
1,421
-10%
减持
TIP
ISHARES TR
-$54.7K
29,039
-1%
减持
IDEV
ISHARES TR
+$51.4K
23,131
-0%
增持
NFLX
NETFLIX INC
-$49.5K
4,745
+1052%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$49.4K
17,505
+16%
增持
MPC
MARATHON PETE CORP
-$48.6K
1,627
+0%
增持
IWD
ISHARES TR
+$44.7K
5,957
+0%
增持
BAC
BANK AMERICA CORP
+$43.1K
12,007
+0%
增持
GE
GE AEROSPACE
+$42.1K
943
+14%
减持
IVW
ISHARES TR
-$42.0K
7,794
-6%
增持
BX
BLACKSTONE INC
-$41.7K
3,302
+2%
减持
VYM
VANGUARD WHITEHALL FDS
+$41.5K
60,078
-1%
减持
CVX
CHEVRON CORP NEW
-$38.2K
5,110
-3%
减持
CSCO
CISCO SYS INC
+$37.8K
4,675
-1%
增持
PH
PARKER-HANNIFIN CORP
+$37.4K
272
+2%
增持
SO
SOUTHERN CO
-$35.5K
4,818
+0%
减持
XLV
SELECT SECTOR SPDR TR
+$33.4K
3,805
-5%
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$30.5K
19,040
-8%
减持
AVGO
BROADCOM INC
-$30.5K
18,014
-5%
增持
SCHW
SCHWAB CHARLES CORP
+$30.2K
3,365
+5%
清仓
—
ENLIVEX THERAPEUTICS LTD
-$29.1K
0
-100%
增持
TSLA
TESLA INC
+$28.5K
5,436
+0%
减持
KR
KROGER CO
-$27.5K
5,000
-1%
减持
DTM
DT MIDSTREAM INC
-$25.7K
3,384
-11%
减持
XLC
SELECT SECTOR SPDR TR
-$23.8K
15,664
-1%
减持
IWM
ISHARES TR
-$23.5K
60,285
-2%
减持
CL
COLGATE PALMOLIVE CO
-$21.6K
2,756
-8%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$21.6K
20,188
+6%
减持
HDV
ISHARES TR
-$19.4K
2,405
-6%
减持
WMT
WALMART INC
-$16.6K
3,831
-11%
减持
XLI
SELECT SECTOR SPDR TR
-$13.1K
3,521
-3%
增持
DUK
DUKE ENERGY CORP NEW
-$12.9K
2,273
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$12.5K
856
-9%
减持
IWN
ISHARES TR
-$12.5K
1,348
-7%
减持
VBK
VANGUARD INDEX FDS
-$11.5K
1,741
-4%
增持
EEM
ISHARES TR
+$11.4K
5,693
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$10.8K
3,093
+1%
