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SFE Investment Counsel 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SFE Investment Counsel
报告期 2026-03-31 · CIK 0001317784
持仓数
143
前50大市值合计
$498.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 107 项
建仓 5
增持 45
减持 52
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
CLF
CLEVELAND-CLIFFS INC NEW
-$2.2M
676,856
-6%
减持
MSB
MESABI TR
-$2.1M
252,599
-7%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.9M
146,297
-36%
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
PANW
PALO ALTO NETWORKS INC
+$1.9M
21,051
-5%
减持
BABA
ALIBABA GROUP HLDG LTD
-$1.8M
7,893
-39%
增持
FISV
FISERV INC
+$1.3M
63,160
+21%
建仓
GE
GENERAL ELECTRIC CO
+$1.2M
12,100
增持
QCOM
QUALCOMM INC
-$1.1M
79,049
+0%
增持
FDX
FEDEX CORP
-$1.0M
14,823
+4%
清仓
—
GENERAL ELECTRIC CO
-$945.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$896.0K
41,260
+331%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$877.0K
140,322
+2%
减持
DCI
DONALDSON INC
-$667.0K
86,061
-3%
减持
—
VMWARE INC
-$593.0K
49,405
-0%
增持
THO
THOR INDS INC
+$589.0K
53,091
+1%
减持
AAPL
APPLE INC
-$533.0K
101,052
-7%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$525.0K
283,801
+9%
增持
PWR
QUANTA SVCS INC
+$510.0K
14,435
+15%
减持
HASI
HANNON ARMSTRONG SUST INFR C
-$485.0K
71,118
-7%
减持
COST
COSTCO WHSL CORP NEW
+$465.0K
10,763
-3%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$419.0K
34,173
+6%
建仓
PRU
PRUDENTIAL FINL INC
+$410.0K
3,900
增持
—
INVESCO EXCH TRD SLF IDX FD
+$397.0K
184,719
+10%
减持
PFE
PFIZER INC
+$371.0K
109,418
-1%
减持
AMAT
APPLIED MATLS INC
-$344.0K
19,925
-2%
清仓
CQQQ
INVESCO EXCH TRADED FD TR II
-$330.0K
0
-100%
减持
MMM
3M CO
-$326.0K
9,071
-6%
减持
VREX
VAREX IMAGING CORP
-$323.0K
34,450
-29%
增持
AVGO
BROADCOM INC
+$320.0K
3,102
+25%
减持
INTC
INTEL CORP
-$311.0K
62,039
-4%
增持
AMZN
AMAZON COM INC
-$302.0K
2,766
+1%
增持
NEE
NEXTERA ENERGY INC
+$293.0K
47,522
+1%
减持
ROP
ROPER TECHNOLOGIES INC
-$274.0K
6,227
-4%
增持
EWBC
EAST WEST BANCORP INC
+$264.0K
41,535
+1%
建仓
QRVO
QORVO INC
+$263.0K
1,575
建仓
CHWY
CHEWY INC
+$262.0K
3,850
减持
KMI
KINDER MORGAN INC DEL
-$228.0K
75,625
-8%
增持
WSM
WILLIAMS SONOMA INC
+$228.0K
3,775
+37%
清仓
ROKU
ROKU INC
-$227.0K
0
-100%
建仓
DHR
DANAHER CORPORATION
+$221.0K
725
减持
OKE
ONEOK INC NEW
+$203.0K
150,399
-2%
清仓
HP
HELMERICH & PAYNE INC
-$202.0K
0
-100%
清仓
DTE
DTE ENERGY CO
-$200.0K
0
-100%
减持
USB
US BANCORP DEL
+$197.0K
107,122
-1%
减持
DLR
DIGITAL RLTY TR INC
-$187.0K
17,469
-3%
减持
JPM
JPMORGAN CHASE & CO
+$186.0K
63,455
-3%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$182.0K
82,010
-10%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$178.0K
19,878
-4%
减持
OMCL
OMNICELL COM
-$177.0K
10,046
-9%
增持
LUMN
LUMEN TECHNOLOGIES INC
+$154.0K
219,600
+16%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$140.0K
30,600
+22%
减持
GLW
CORNING INC
-$139.0K
29,546
-1%
减持
WY
WEYERHAEUSER CO MTN BE
+$136.0K
187,813
-1%
减持
CVS
CVS HEALTH CORP
-$133.0K
24,153
-8%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$129.0K
143,485
+5%
减持
TNC
TENNANT CO
-$125.0K
20,766
-0%
增持
CMI
CUMMINS INC
+$124.0K
6,110
+19%
增持
PNW
PINNACLE WEST CAP CORP
+$118.0K
38,060
+18%
减持
HON
HONEYWELL INTL INC
-$117.0K
14,284
-1%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$113.0K
18,538
-5%
减持
SYY
SYSCO CORP
-$112.0K
27,332
-6%
减持
GOOGL
ALPHABET INC
-$106.0K
1,491
-11%
减持
FSLR
FIRST SOLAR INC
-$102.0K
53,646
-7%
减持
CLH
CLEAN HARBORS INC
+$99.0K
10,949
-2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$93.0K
307,721
+2%
减持
—
JACOBS ENGR GROUP INC
-$89.0K
25,029
-2%
减持
MSFT
MICROSOFT CORP
+$80.0K
7,673
-0%
增持
PI
IMPINJ INC
+$78.0K
13,240
+1%
减持
LOW
LOWES COS INC
+$75.0K
43,491
-4%
增持
BA
BOEING CO
-$73.0K
4,672
+2%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$72.0K
22,720
-1%
减持
FRCB
FIRST REP BK SAN FRANCISCO C
-$66.0K
25,598
-4%
增持
—
BROOKFIELD RENEWABLE PARTNER
-$62.0K
49,032
+1%
增持
ILF
ISHARES TR
-$61.0K
12,424
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$60.0K
14,498
+12%
增持
PYPL
PAYPAL HLDGS INC
-$56.0K
6,830
+9%
减持
BDX
BECTON DICKINSON & CO
+$56.0K
28,300
-0%
增持
JNJ
JOHNSON & JOHNSON
+$55.0K
10,190
+6%
增持
ABBV
ABBVIE INC
-$51.0K
47,848
+3%
减持
—
ANTARES PHARMA INC
-$49.0K
44,000
-8%
增持
—
LABORATORY CORP AMER HLDGS
+$49.0K
7,374
+0%
减持
GOOG
ALPHABET INC
+$47.0K
2,265
-5%
减持
ZTS
ZOETIS INC
+$47.0K
6,821
-0%
增持
META
FACEBOOK INC
+$45.0K
1,130
+16%
减持
—
EATON CORP PLC
-$42.0K
14,464
-3%
增持
CSCO
CISCO SYS INC
+$41.0K
24,197
+0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$39.0K
316,887
+1%
增持
EIX
EDISON INTL
+$39.0K
31,155
+7%
减持
BX
BLACKSTONE INC
+$34.0K
30,893
-16%
减持
ABT
ABBOTT LABS
+$31.0K
55,973
-1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$31.0K
179,021
+1%
减持
WAT
WATERS CORP
+$31.0K
3,682
-1%
增持
SBIO
ALPS ETF TR
-$29.0K
9,428
+1%
增持
ECON
COLUMBIA ETF TR II
-$28.0K
11,400
+3%
增持
EQAL
INVESCO EXCH TRADED FD TR II
-$24.0K
25,524
+0%
减持
NOC
NORTHROP GRUMMAN CORP
-$21.0K
3,302
-1%
增持
SBUX
STARBUCKS CORP
+$19.0K
9,576
+3%
增持
CVX
CHEVRON CORP NEW
+$18.0K
2,907
+10%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$16.0K
178,583
-0%
增持
HEZU
ISHARES TR
+$15.0K
7,300
+7%
增持
XLB
SELECT SECTOR SPDR TR
-$14.0K
4,664
+0%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$13.0K
2,845
-1%
减持
D
DOMINION ENERGY INC
-$12.0K
4,730
-2%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$8.0K
60,996
-0%
增持
SQ
SQUARE INC
+$6.0K
1,612
+3%
增持
—
JOHN HANCOCK EXCHANGE TRADED
-$5.0K
10,273
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.0K
13,280
+5%
