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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 111 项
建仓 5
增持 62
减持 40
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
QCOM
QUALCOMM INC
+$4.6M
81,070
+3%
增持
AAPL
APPLE INC
+$4.3M
105,002
+4%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$3.4M
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。
减持
MSB
MESABI TR
-$2.4M
193,323
-23%
减持
LOW
LOWES COS INC
+$2.4M
43,340
-0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$2.0M
229,720
-28%
增持
CLF
CLEVELAND-CLIFFS INC NEW
+$1.8M
700,562
+4%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$1.8M
258,381
+40%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.7M
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$1.7M
34,771
-16%
建仓
F
FORD MTR CO DEL
+$1.7M
80,248
减持
PFE
PFIZER INC
+$1.5M
105,198
-4%
增持
—
VMWARE INC
-$1.4M
51,475
+4%
增持
ABT
ABBOTT LABS
+$1.3M
56,523
+1%
减持
PANW
PALO ALTO NETWORKS INC
+$1.3M
20,484
-3%
减持
ABBV
ABBVIE INC
+$1.3M
47,819
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.3M
23,595
+78%
增持
JNJ
JOHNSON & JOHNSON
+$1.3M
17,200
+69%
减持
COST
COSTCO WHSL CORP NEW
+$1.2M
10,655
-1%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$1.2M
0
-100%
减持
LUMN
LUMEN TECHNOLOGIES INC
-$1.1M
126,455
-42%
减持
MMM
3M CO
-$1.0M
3,057
-66%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$1.0M
326,340
+15%
减持
FISV
FISERV INC
-$1.0M
56,006
-11%
减持
WY
WEYERHAEUSER CO MTN BE
+$1.0M
187,058
-0%
增持
GE
GENERAL ELECTRIC CO
+$961.0K
23,375
+93%
增持
GOOGL
ALPHABET INC
+$953.0K
1,705
+14%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$891.0K
34,637
+1%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$861.0K
139,500
-22%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$849.0K
63,750
+108%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$801.0K
339,729
+10%
增持
CMI
CUMMINS INC
+$798.0K
9,950
+63%
减持
PNW
PINNACLE WEST CAP CORP
-$795.0K
27,755
-27%
增持
FDX
FEDEX CORP
+$761.0K
15,512
+5%
建仓
TIP
ISHARES TR
+$611.0K
4,728
减持
NEE
NEXTERA ENERGY INC
+$590.0K
46,287
-3%
增持
WSM
WILLIAMS SONOMA INC
+$567.0K
7,310
+94%
减持
AMAT
APPLIED MATLS INC
+$541.0K
19,735
-1%
减持
AVGO
BROADCOM INC
+$530.0K
3,057
-1%
增持
BDX
BECTON DICKINSON & CO
+$501.0K
29,658
+5%
减持
DLR
DIGITAL RLTY TR INC
+$496.0K
17,067
-2%
增持
EIX
EDISON INTL
+$493.0K
32,540
+4%
增持
EWBC
EAST WEST BANCORP INC
+$483.0K
47,071
+13%
增持
DHR
DANAHER CORPORATION
+$480.0K
2,130
+194%
增持
OKE
ONEOK INC NEW
+$449.0K
156,078
+4%
增持
PI
IMPINJ INC
+$419.0K
13,245
+0%
减持
CVS
CVS HEALTH CORP
+$414.0K
23,885
-1%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$407.0K
19,944
+0%
建仓
IGHG
PROSHARES TR
+$402.0K
5,400
增持
—
INVESCO EXCH TRD SLF IDX FD
+$397.0K
79,937
+31%
增持
FRCB
FIRST REP BK SAN FRANCISCO C
+$366.0K
25,678
+0%
增持
ROP
ROPER TECHNOLOGIES INC
+$356.0K
6,371
+2%
增持
FSLR
FIRST SOLAR INC
-$343.0K
54,820
+2%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$334.0K
20,713
+12%
建仓
DOW
DOW INC
+$332.0K
5,860
减持
MSFT
MICROSOFT CORP
+$332.0K
7,418
-3%
清仓
ILF
ISHARES TR
-$330.0K
0
-100%
减持
—
EATON CORP PLC
+$320.0K
14,352
-1%
减持
BX
BLACKSTONE INC
-$304.0K
25,424
-18%
减持
INTC
INTEL CORP
-$298.0K
58,380
-6%
减持
OMCL
OMNICELL COM
+$295.0K
9,898
-1%
增持
PRU
PRUDENTIAL FINL INC
+$293.0K
6,495
+67%
减持
GOOG
ALPHABET INC
+$288.0K
2,186
-3%
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$265.0K
12,500
增持
AMZN
AMAZON COM INC
+$263.0K
2,804
+1%
增持
CSCO
CISCO SYS INC
+$251.0K
24,747
+2%
减持
ZTS
ZOETIS INC
+$242.0K
6,419
-6%
增持
HASI
HANNON ARMSTRONG SUST INFR C
+$239.0K
76,092
+7%
增持
VREX
VAREX IMAGING CORP
+$239.0K
38,350
+11%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$219.0K
190,957
+7%
减持
—
LABORATORY CORP AMER HLDGS
+$206.0K
7,258
-2%
增持
TNC
TENNANT CO
+$172.0K
21,080
+2%
增持
USB
US BANCORP DEL
-$164.0K
110,436
+3%
增持
PWR
QUANTA SVCS INC
+$158.0K
15,705
+9%
增持
QRVO
QORVO INC
+$155.0K
2,675
+70%
增持
HON
HONEYWELL INTL INC
+$148.0K
15,250
+7%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$133.0K
151,388
+6%
减持
DCI
DONALDSON INC
+$128.0K
85,544
-1%
增持
SQ
BLOCK INC
-$119.0K
1,662
+3%
增持
EQAL
INVESCO EXCH TRADED FD TR II
+$110.0K
26,404
+3%
减持
TTEK
TETRA TECH INC NEW
+$95.0K
8,235
-6%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$93.0K
2,817
-1%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$84.0K
22,595
-1%
增持
BA
BOEING CO
+$76.0K
5,482
+17%
增持
PYPL
PAYPAL HLDGS INC
+$72.0K
9,804
+44%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$67.0K
6,023
+102%
增持
—
JOHN HANCOCK EXCHANGE TRADED
+$66.0K
11,161
+9%
增持
STM
STMICROELECTRONICS N V
+$59.0K
10,385
+1%
减持
XLB
SELECT SECTOR SPDR TR
+$53.0K
4,660
-0%
增持
MKSI
MKS INSTRS INC
+$52.0K
2,014
+2%
增持
ISRG
INTUITIVE SURGICAL INC
+$50.0K
1,672
+202%
减持
SBUX
STARBUCKS CORP
+$49.0K
9,451
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$44.0K
15,908
+10%
减持
—
JACOBS ENGR GROUP INC
+$44.0K
24,141
-4%
增持
ERII
ENERGY RECOVERY INC
+$42.0K
15,993
+1%
增持
ECL
ECOLAB INC
+$42.0K
1,405
+2%
增持
CLH
CLEAN HARBORS INC
-$41.0K
10,985
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$41.0K
133,833
-5%
减持
WAT
WATERS CORP
+$40.0K
3,638
-1%
减持
ECON
COLUMBIA ETF TR II
-$35.0K
10,400
-9%
增持
THO
THOR INDS INC
+$33.0K
63,124
+19%
增持
VRME
VERIFYME INC
+$32.0K
80,000
+22%
减持
NOC
NORTHROP GRUMMAN CORP
+$32.0K
3,154
-4%
减持
CVX
CHEVRON CORP NEW
+$27.0K
2,747
-6%
减持
META
META PLATFORMS INC
-$21.0K
1,080
-4%
增持
KMI
KINDER MORGAN INC DEL
+$18.0K
80,885
+7%
增持
CHWY
CHEWY INC
+$9.0K
4,600
+19%
增持
SYY
SYSCO CORP
+$7.0K
27,408
+0%
增持
SBIO
ALPS ETF TR
-$4.0K
10,055
+7%
增持
—
BROOKFIELD RENEWABLE PARTNER
-$2.0K
50,516
+3%
增持
JPM
JPMORGAN CHASE & CO
+$1.0K
65,603
+3%
