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
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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 114 项
建仓 7
增持 55
减持 48
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
CLF
CLEVELAND-CLIFFS INC NEW
+$5.8M
652,310
-7%
减持
MSB
MESABI TR
-$4.3M
30,685
-84%
增持
CMI
CUMMINS INC
+$2.9M
24,913
+150%
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
WSM
WILLIAMS SONOMA INC
+$2.9M
28,773
+294%
减持
LOW
LOWES COS INC
-$2.7M
42,262
-2%
减持
QCOM
QUALCOMM INC
-$2.5M
80,328
-1%
减持
NVDA
NVIDIA CORPORATION
-$2.0M
30,010
-14%
建仓
TGT
TARGET CORP
+$2.0M
9,365
增持
FISV
FISERV INC
+$1.8M
74,937
+34%
增持
F
FORD MTR CO DEL
+$1.7M
201,988
+152%
减持
AAPL
APPLE INC
-$1.7M
97,039
-8%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.5M
168,924
-26%
增持
QRVO
QORVO INC
+$1.4M
14,999
+461%
建仓
CWH
CAMPING WORLD HLDGS INC
+$1.4M
49,675
减持
OKE
ONEOK INC NEW
+$1.4M
149,206
-4%
减持
WY
WEYERHAEUSER CO MTN BE
-$1.3M
167,850
-10%
减持
ABT
ABBOTT LABS
-$1.3M
55,964
-1%
增持
—
VMWARE INC
+$1.3M
63,762
+24%
增持
IGHG
PROSHARES TR
+$1.3M
23,239
+330%
减持
FRCB
FIRST REP BK SAN FRANCISCO C
-$1.2M
25,498
-1%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$1.1M
113,150
+77%
增持
—
LABORATORY CORP AMER HLDGS
+$1.1M
12,910
+78%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.0M
128,438
-4%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$976.0K
94,430
-32%
减持
WAT
WATERS CORP
-$974.0K
1,231
-66%
增持
AVGO
BROADCOM INC
+$965.0K
4,762
+56%
减持
NOC
NORTHROP GRUMMAN CORP
-$880.0K
763
-76%
减持
PFE
PFIZER INC
-$864.0K
103,300
-2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$856.0K
302,979
+17%
增持
TIP
ISHARES TR
+$852.0K
11,747
+148%
减持
PANW
PALO ALTO NETWORKS INC
-$845.0K
16,964
-17%
增持
JPM
JPMORGAN CHASE & CO
-$789.0K
70,417
+7%
增持
PRU
PRUDENTIAL FINL INC
+$772.0K
12,480
+92%
减持
GOOG
ALPHABET INC
-$764.0K
1,991
-9%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$758.0K
374,055
+15%
增持
THO
THOR INDS INC
-$748.0K
73,724
+17%
减持
LUMN
LUMEN TECHNOLOGIES INC
-$660.0K
82,240
-35%
增持
ROP
ROPER TECHNOLOGIES INC
+$654.0K
8,021
+26%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$649.0K
35,822
+3%
建仓
KBE
SPDR SER TR
+$622.0K
11,886
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$614.0K
19,050
-4%
减持
OMCL
OMNICELL COM
-$527.0K
9,720
-2%
减持
AMAT
APPLIED MATLS INC
-$521.0K
19,610
-1%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$521.0K
19,875
-4%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$506.0K
107,942
+35%
建仓
IBB
ISHARES TR
+$505.0K
3,878
增持
BA
BOEING CO
+$477.0K
8,257
+51%
减持
VREX
VAREX IMAGING CORP
-$453.0K
35,560
-7%
增持
DHR
DANAHER CORPORATION
+$449.0K
3,920
+84%
清仓
SBIO
ALPS ETF TR
-$425.0K
0
-100%
清仓
—
JOHN HANCOCK EXCHANGE TRADED
-$414.0K
0
-100%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$413.0K
8,720
-61%
减持
INTC
INTEL CORP
-$410.0K
52,395
-10%
减持
PI
IMPINJ INC
-$396.0K
12,260
-7%
减持
—
EATON CORP PLC
-$395.0K
13,742
-4%
增持
GE
GENERAL ELECTRIC CO
+$384.0K
28,325
+21%
减持
WDAY
WORKDAY INC
-$384.0K
4,445
-16%
增持
HASI
HANNON ARMSTRONG SUST INFR C
+$371.0K
93,051
+22%
增持
GOOGL
ALPHABET INC
+$368.0K
1,908
+12%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$360.0K
173,933
+15%
增持
DCI
DONALDSON INC
-$340.0K
91,074
+6%
增持
JNJ
JOHNSON & JOHNSON
+$334.0K
18,485
+7%
减持
COST
COSTCO WHSL CORP NEW
-$330.0K
9,932
-7%
增持
PWR
QUANTA SVCS INC
+$330.0K
16,190
+3%
增持
USB
US BANCORP DEL
-$315.0K
110,787
+0%
增持
ZTS
ZOETIS INC
+$283.0K
9,802
+53%
增持
—
BROOKFIELD RENEWABLE PARTNER
+$277.0K
50,774
+1%
清仓
CHWY
CHEWY INC
-$271.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$268.0K
9,201
-3%
建仓
HP
HELMERICH & PAYNE INC
+$265.0K
6,195
增持
PYPL
PAYPAL HLDGS INC
-$254.0K
13,790
+41%
建仓
DE
DEERE & CO
+$251.0K
605
增持
AMZN
AMAZON COM INC
+$225.0K
2,937
+5%
清仓
GLD
SPDR GOLD TR
-$215.0K
0
-100%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$209.0K
359,095
+6%
减持
KMI
KINDER MORGAN INC DEL
+$206.0K
78,715
-3%
增持
NEE
NEXTERA ENERGY INC
-$206.0K
48,577
+5%
建仓
CTVA
CORTEVA INC
+$201.0K
3,500
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$188.0K
25,705
+9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$185.0K
4,495
-4%
减持
BX
BLACKSTONE INC
-$164.0K
24,626
-3%
减持
BDX
BECTON DICKINSON & CO
+$163.0K
28,649
-3%
增持
FDX
FEDEX CORP
+$156.0K
18,015
+16%
减持
ABBV
ABBVIE INC
+$154.0K
40,893
-14%
减持
ISRG
INTUITIVE SURGICAL INC
-$145.0K
1,511
-10%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$142.0K
200,935
+5%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$127.0K
2,717
-4%
增持
EQAL
INVESCO EXCH TRADED FD TR II
+$122.0K
29,496
+12%
增持
DOW
DOW INC
+$120.0K
7,100
+21%
减持
MMM
3M CO
-$118.0K
2,855
-7%
减持
CLH
CLEAN HARBORS INC
+$114.0K
10,834
-1%
增持
EWBC
EAST WEST BANCORP INC
+$112.0K
48,290
+3%
减持
CVS
CVS HEALTH CORP
-$110.0K
23,260
-3%
增持
DLR
DIGITAL RLTY TR INC
+$106.0K
22,037
+29%
减持
STM
STMICROELECTRONICS N V
-$106.0K
9,312
-10%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$104.0K
18,500
+48%
增持
XLB
SELECT SECTOR SPDR TR
+$100.0K
5,922
+27%
增持
META
META PLATFORMS INC
+$95.0K
2,060
+91%
减持
VZ
VERIZON COMMUNICATIONS INC
-$94.0K
14,395
-10%
增持
EIX
EDISON INTL
+$71.0K
32,695
+0%
增持
ECL
ECOLAB INC
-$67.0K
1,490
+6%
减持
SYY
SYSCO CORP
-$66.0K
25,558
-7%
减持
TTEK
TETRA TECH INC NEW
-$59.0K
8,119
-1%
减持
—
JACOBS ENGR GROUP INC
-$54.0K
23,996
-1%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$54.0K
6,250
+4%
减持
ERII
ENERGY RECOVERY INC
-$34.0K
15,392
-4%
减持
PNW
PINNACLE WEST CAP CORP
+$34.0K
25,515
-8%
增持
FSLR
FIRST SOLAR INC
-$32.0K
56,679
+3%
增持
TNC
TENNANT CO
-$22.0K
21,402
+2%
增持
CSCO
CISCO SYS INC
-$10.0K
27,937
+13%
增持
MKSI
MKS INSTRS INC
+$9.0K
2,399
+19%
增持
SQ
BLOCK INC
-$6.0K
1,932
+16%
增持
HON
HONEYWELL INTL INC
+$3.0K
16,360
+7%
增持
MSFT
MICROSOFT CORP
+$3.0K
8,103
+9%
