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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 3
增持 33
减持 103
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$29.4M
586,856
-3%
增持
IBDZ
ISHARES TR
+$11.0M
1,081,985
+65%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.9M
2,257,633
+2%
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
MSFT
MICROSOFT CORP
-$5.5M
50,742
+1%
减持
ROP
ROPER TECHNOLOGIES INC
-$4.7M
3,442
-74%
减持
META
META PLATFORMS INC
-$4.2M
18,828
-17%
减持
AAPL
APPLE INC
-$4.1M
109,912
-7%
减持
QQQ
INVESCO QQQ TR
-$4.0M
25,445
-17%
减持
NVDA
NVIDIA CORPORATION
-$4.0M
149,065
-7%
减持
VTI
VANGUARD INDEX FDS
-$3.7M
51,744
-15%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$3.5M
8,950
减持
IWB
ISHARES TR
-$2.9M
105,534
-3%
清仓
ADBE
ADOBE INC
-$2.8M
0
-100%
减持
SNPS
SYNOPSYS INC
-$2.4M
24,098
-6%
减持
SCHX
SCHWAB STRATEGIC TR
-$2.3M
119,574
-40%
减持
JPM
JPMORGAN CHASE & CO
-$2.3M
49,384
-5%
减持
ISRG
INTUITIVE SURGICAL INC
-$2.3M
15,941
-6%
增持
IBDY
ISHARES TR
+$2.2M
1,385,129
+8%
减持
IJH
ISHARES TR
-$2.1M
1,958,083
-4%
减持
AMZN
AMAZON COM INC
-$1.8M
77,411
-0%
减持
SCHB
SCHWAB STRATEGIC TR
-$1.8M
74,975
-47%
减持
AJG
GALLAGHER ARTHUR J & CO
-$1.7M
31,251
-4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.6M
116,839
+7%
减持
CAT
CATERPILLAR INC
+$1.6M
19,856
-9%
减持
GOOGL
ALPHABET INC
-$1.5M
35,921
-5%
增持
ARCC
ARES CAPITAL CORP
-$1.5M
807,352
+2%
减持
ITOT
ISHARES TR
-$1.4M
29,170
-22%
减持
DHR
DANAHER CORP DEL
-$1.3M
26,256
-5%
减持
URI
UNITED RENTALS INC
-$1.3M
10,089
-5%
增持
IBDX
ISHARES TR
+$1.3M
1,511,640
+4%
减持
SYK
STRYKER CORPORATION
-$1.2M
39,893
-2%
减持
IBDR
ISHARES TR
-$1.1M
1,157,018
-4%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.1M
81,966
-14%
减持
COST
COSTCO WHOLESALE CORPORATION
+$1.1M
12,449
-5%
增持
STIP
ISHARES TR
+$1.1M
407,325
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.0M
12,061
-7%
减持
GS
GOLDMAN SACHS GROUP INC
-$1.0M
11,742
-6%
增持
IBDW
ISHARES TR
+$918.7K
1,816,012
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$914.4K
822,212
+2%
减持
XLE
SELECT SECTOR SPDR TR
+$908.9K
83,085
-11%
减持
AVGO
BROADCOM INC
-$871.1K
17,330
-4%
减持
ABBV
ABBVIE INC
-$853.7K
33,729
-6%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$832.8K
102,008
-8%
减持
TDG
TRANSDIGM GROUP INC
-$797.3K
3,454
-4%
减持
SLB
SLB LIMITED
+$751.2K
62,270
-2%
减持
ANET
ARISTA NETWORKS INC
-$692.8K
41,518
-6%
减持
COR
CENCORA INC
-$681.9K
14,629
-6%
减持
LOW
LOWES COS INC
-$639.9K
30,631
-6%
增持
SUB
ISHARES TR
+$611.6K
23,286
+33%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$610.4K
15,931
-1%
增持
NOW
SERVICENOW INC
+$602.7K
35,321
+75%
清仓
CRWV
COREWEAVE INC
-$594.7K
0
-100%
增持
IBDT
ISHARES TR
+$587.0K
1,278,339
+2%
增持
V
VISA INC
-$585.7K
16,764
+4%
减持
VOO
VANGUARD INDEX FDS
-$585.0K
10,255
-4%
减持
CPRT
COPART INC
-$581.2K
52,661
-11%
减持
IWF
ISHARES TR
-$574.9K
10,707
-1%
减持
EFA
ISHARES TR
-$554.3K
40,875
-13%
减持
VUG
VANGUARD INDEX FDS
-$546.8K
814
-56%
减持
SCHF
SCHWAB STRATEGIC TR
-$539.5K
31,504
-43%
减持
IAU
ISHARES GOLD TR
+$539.0K
118,050
-3%
减持
NEE
NEXTERA ENERGY INC
+$526.9K
58,376
-4%
减持
XLK
SELECT SECTOR SPDR TR
-$518.3K
28,081
-5%
减持
—
EXXON MOBIL CORP
+$500.9K
39,429
-23%
减持
KLAC
KLA CORP
+$497.9K
3,455
-9%
减持
SCHA
SCHWAB STRATEGIC TR
-$459.3K
18,460
-47%
减持
SCHM
SCHWAB STRATEGIC TR
-$453.3K
24,891
-39%
减持
PGR
PROGRESSIVE CORP
-$443.6K
9,718
-7%
增持
IBDU
ISHARES TR
+$442.2K
1,543,187
+2%
减持
XME
SPDR SERIES TRUST
-$435.1K
2,070
-67%
减持
TSLA
TESLA INC
-$427.1K
5,427
-0%
减持
IWR
ISHARES TR
-$415.6K
260,044
-3%
减持
VGT
VANGUARD WORLD FD
-$404.9K
1,297
-25%
增持
IBDS
ISHARES TR
+$399.2K
1,295,766
+1%
减持
VYM
VANGUARD WHITEHALL FDS
-$398.8K
55,527
-8%
减持
JNJ
JOHNSON & JOHNSON
+$364.2K
9,777
-0%
减持
KMI
KINDER MORGAN INC DEL
+$355.1K
90,428
-7%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$319.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$316.4K
4,363
-9%
减持
BA
BOEING CO
-$315.8K
1,133
-55%
清仓
IJT
ISHARES TR
-$301.6K
0
-100%
增持
ORCL
ORACLE CORP
-$287.0K
6,155
+1%
减持
CVX
CHEVRON CORPORATION
+$271.9K
5,079
-1%
减持
VXF
VANGUARD INDEX FDS
-$256.2K
1,570
-43%
清仓
CRM
SALESFORCE INC
-$256.1K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$256.0K
2,008
-35%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$253.5K
0
-100%
减持
LLY
ELI LILLY & CO
-$252.0K
1,315
-3%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$248.7K
9,617
-4%
减持
XLV
SELECT SECTOR SPDR TR
-$244.9K
2,347
-38%
清仓
PH
PARKER-HANNIFIN CORP
-$239.1K
0
-100%
清仓
ABT
ABBOTT LABS
-$237.5K
0
-100%
减持
TIP
ISHARES TR
-$237.2K
26,771
-8%
减持
IAUM
ISHARES GOLD TR
+$234.9K
244,500
-6%
减持
AXP
AMERICAN EXPRESS CO
-$228.7K
3,376
-0%
减持
GOOG
ALPHABET INC
-$228.3K
8,240
-0%
减持
—
EATON CORP PLC
+$224.2K
9,262
-4%
建仓
INTC
INTEL CORP
+$216.0K
4,894
建仓
PSX
PHILLIPS 66
+$214.1K
1,175
增持
GBDC
GOLUB CAP BDC INC
-$211.8K
936,373
+5%
清仓
XLY
SELECT SECTOR SPDR TR
-$211.4K
0
-100%
清仓
C
CITIGROUP INC
-$209.7K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$208.8K
0
-100%
减持
KO
COCA COLA CO
+$204.2K
64,791
-4%
减持
IWM
ISHARES TR
-$198.3K
59,038
-2%
减持
DECK
DECKERS OUTDOOR CORP
-$182.4K
12,326
-10%
增持
APO
APOLLO GLOBAL MGMT INC
-$180.3K
23,200
+21%
增持
XLI
SELECT SECTOR SPDR TR
+$173.4K
4,449
+26%
减持
XLC
SELECT SECTOR SPDR TR
-$169.8K
15,102
-4%
减持
IJK
ISHARES TR
-$167.7K
2,955
-38%
减持
VTV
VANGUARD INDEX FDS
+$159.9K
188,615
-2%
减持
BX
BLACKSTONE INC
-$133.9K
3,262
-1%
增持
IBDV
ISHARES TR
+$133.7K
1,643,783
+1%
减持
ICF
ISHARES TR
-$129.8K
7,954
-24%
减持
MUB
ISHARES TR
-$128.5K
3,264
-26%
减持
—
ACCENTURE PLC IRELAND
-$124.7K
1,359
-7%
减持
IDEV
ISHARES TR
-$122.9K
21,359
-8%
增持
IBMT
ISHARES TR
+$120.2K
14,630
+49%
增持
SJNK
SPDR SERIES TRUST
+$117.6K
1,659,855
+2%
减持
VBK
VANGUARD INDEX FDS
-$104.7K
1,393
-20%
减持
SHYG
ISHARES TR
-$103.2K
110,238
-1%
减持
BAC
BANK AMERICA CORP
-$102.2K
11,449
-5%
减持
DTE
DTE ENERGY CO
+$93.0K
7,396
-3%
增持
XLF
SELECT SECTOR SPDR TR
+$87.7K
36,792
+17%
减持
SCHE
SCHWAB STRATEGIC TR
-$86.6K
7,974
-25%
增持
RTX
RTX CORPORATION
+$78.3K
7,075
+1%
减持
MA
MASTERCARD INCORPORATED
-$77.0K
882
-3%
减持
PG
PROCTER & GAMBLE CO
-$73.7K
31,707
-2%
减持
UPS
UNITED PARCEL SVCS INC
-$71.7K
59,017
-0%
减持
TJX
TJX COS INC NEW
-$65.5K
72,959
-4%
增持
GLD
SPDR GOLD TR
+$63.4K
1,166
+5%
减持
IEMG
ISHARES INC
+$62.3K
103,770
-3%
减持
NFLX
NETFLIX INC.
-$61.7K
3,985
-16%
减持
SNA
SNAP ON INC
+$59.6K
16,560
-4%
增持
KR
KROGER CO
+$56.6K
5,100
+2%
减持
VTEB
VANGUARD MUN BD FDS
-$55.9K
11,248
-8%
减持
DIS
DISNEY WALT CO
-$55.7K
3,009
-1%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$55.7K
62,585
-3%
减持
GGG
GRACO INC
-$54.7K
4,817
-15%
减持
MU
MICRON TECHNOLOGY INC
+$52.7K
1,048
-1%
减持
PLD
PROLOGIS INC.
-$46.2K
28,281
-5%
增持
SO
SOUTHERN CO
+$45.3K
4,822
+0%
减持
PSA
PUBLIC STORAGE OPER CO
-$44.4K
9,552
-6%
增持
ESGD
ISHARES TR
+$43.4K
10,193
+4%
减持
PM
PHILIP MORRIS INTL INC
-$41.8K
3,181
-10%
增持
IVW
ISHARES TR
+$39.5K
8,843
+13%
减持
DTM
DT MIDSTREAM INC
+$38.9K
3,296
-3%
增持
HD
HOME DEPOT INC
-$38.2K
3,057
+1%
增持
ED
CONSOLIDATED EDISON INC
+$37.8K
2,698
+0%
增持
TPLC
TIMOTHY PLAN
+$31.3K
15,145
+2%
