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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 106 项
建仓 2
增持 53
减持 47
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
CLF
CLEVELAND-CLIFFS INC NEW
-$10.8M
664,083
+2%
增持
AAPL
APPLE INC
-$3.6M
97,424
+0%
增持
NVDA
NVIDIA CORPORATION
-$3.1M
33,666
+12%
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
AMZN
AMAZON COM INC
-$3.0M
62,192
+2018%
减持
PANW
PALO ALTO NETWORKS INC
-$2.3M
16,680
-2%
增持
OKE
ONEOK INC NEW
-$1.8M
158,131
+6%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.6M
104,674
-38%
增持
QCOM
QUALCOMM INC
-$1.4M
85,356
+6%
增持
JPM
JPMORGAN CHASE & CO
-$1.3M
74,125
+5%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$1.2M
35,266
-2%
增持
GOOG
ALPHABET INC
-$1.1M
2,028
+2%
增持
LOW
LOWES COS INC
-$1.1M
42,652
+1%
减持
PYPL
PAYPAL HLDGS INC
-$1.0M
8,435
-39%
减持
WY
WEYERHAEUSER CO MTN BE
-$1.0M
161,910
-4%
增持
GOOGL
ALPHABET INC
-$957.0K
1,996
+5%
减持
INTC
INTEL CORP
-$937.0K
44,375
-15%
减持
—
VMWARE INC
-$936.0K
55,496
-13%
增持
COST
COSTCO WHSL CORP NEW
-$921.0K
10,010
+1%
增持
FISV
FISERV INC
-$875.0K
75,576
+1%
减持
AMAT
APPLIED MATLS INC
-$829.0K
19,300
-2%
增持
HASI
HANNON ARMSTRONG SUST INFR C
-$821.0K
94,875
+2%
增持
FSLR
FIRST SOLAR INC
-$778.0K
58,240
+3%
增持
GE
GENERAL ELECTRIC CO
-$740.0K
29,094
+3%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$696.0K
61,900
-34%
增持
WSM
WILLIAMS SONOMA INC
-$690.0K
31,379
+9%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$649.0K
17,746
-11%
减持
ABBV
ABBVIE INC
-$630.0K
39,165
-4%
减持
FRCB
FIRST REP BK SAN FRANCISCO C
-$595.0K
24,538
-4%
减持
BDX
BECTON DICKINSON & CO
-$593.0K
28,506
-0%
减持
LUMN
LUMEN TECHNOLOGIES INC
-$573.0K
32,475
-61%
减持
PNW
PINNACLE WEST CAP CORP
-$539.0K
19,890
-22%
增持
—
INVESCO EXCH TRD SLF IDX FD
-$534.0K
360,382
+0%
减持
QRVO
QORVO INC
-$497.0K
14,466
-4%
增持
CWH
CAMPING WORLD HLDGS INC
+$496.0K
87,250
+76%
减持
WDAY
WORKDAY INC
-$479.0K
4,190
-6%
增持
EWBC
EAST WEST BANCORP INC
-$476.0K
51,550
+7%
减持
—
JACOBS ENGR GROUP INC
-$465.0K
22,356
-7%
增持
BA
BOEING CO
-$440.0K
8,342
+1%
增持
ROP
ROPER TECHNOLOGIES INC
-$435.0K
8,495
+6%
建仓
T
AT&T INC
+$422.0K
20,124
增持
—
INVESCO EXCH TRD SLF IDX FD
-$418.0K
389,710
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$416.0K
4,285
-5%
减持
THO
THOR INDS INC
-$399.0K
72,299
-2%
减持
—
LABORATORY CORP AMER HLDGS
-$396.0K
12,837
-1%
增持
F
FORD MTR CO DEL
-$386.0K
272,271
+35%
增持
ABT
ABBOTT LABS
-$371.0K
57,548
+3%
减持
—
EATON CORP PLC
-$365.0K
13,652
-1%
增持
PRU
PRUDENTIAL FINL INC
+$360.0K
19,180
+54%
增持
TNC
TENNANT CO
-$355.0K
22,457
+5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$347.0K
117,313
-9%
增持
AVGO
BROADCOM INC
-$336.0K
5,482
+15%
增持
TGT
TARGET CORP
-$335.0K
11,699
+25%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$335.0K
18,941
-1%
减持
EIX
EDISON INTL
-$333.0K
30,970
-5%
减持
SBUX
STARBUCKS CORP
-$323.0K
6,730
-27%
增持
DCI
DONALDSON INC
-$302.0K
91,964
+1%
增持
MSFT
MICROSOFT CORP
-$283.0K
8,623
+6%
减持
DLR
DIGITAL RLTY TR INC
-$273.0K
21,971
-0%
增持
USB
US BANCORP DEL
-$263.0K
122,233
+10%
清仓
SQ
BLOCK INC
-$262.0K
0
-100%
减持
MSB
MESABI TR
-$261.0K
22,820
-26%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$252.0K
135,900
+20%
增持
CLH
CLEAN HARBORS INC
-$243.0K
11,034
+2%
减持
TTEK
TETRA TECH INC NEW
-$237.0K
8,069
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$237.0K
25,350
-1%
清仓
ELAN
ELANCO ANIMAL HEALTH INC
-$228.0K
0
-100%
减持
EQAL
INVESCO EXCH TRADED FD TR II
-$227.0K
29,182
-1%
增持
HON
HONEYWELL INTL INC
-$213.0K
17,085
+4%
增持
CSCO
CISCO SYS INC
-$213.0K
31,547
+13%
减持
CVS
CVS HEALTH CORP
-$209.0K
23,145
-0%
建仓
ILMN
ILLUMINA INC
+$205.0K
1,110
减持
DOW
DOW INC
-$204.0K
4,800
-32%
减持
PWR
QUANTA SVCS INC
-$203.0K
15,385
-5%
清仓
CTVA
CORTEVA INC
-$201.0K
0
-100%
清仓
—
ANTARES PHARMA INC
-$180.0K
0
-100%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$180.0K
119,237
+10%
增持
ZTS
ZOETIS INC
+$176.0K
11,779
+20%
增持
NEE
NEXTERA ENERGY INC
-$167.0K
50,967
+5%
减持
GLW
CORNING INC
-$162.0K
29,481
-0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$150.0K
195,241
-3%
增持
CMI
CUMMINS INC
+$147.0K
27,162
+9%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$145.0K
2,713
-0%
增持
FDX
FEDEX CORP
+$144.0K
19,022
+6%
增持
KMI
KINDER MORGAN INC DEL
-$143.0K
80,310
+2%
减持
KBE
SPDR SER TR
-$138.0K
11,036
-7%
增持
PFE
PFIZER INC
+$111.0K
104,115
+1%
增持
BX
BLACKSTONE INC
+$99.0K
35,346
+44%
增持
—
INVESCO EXCH TRD SLF IDX FD
-$96.0K
323,729
+7%
增持
META
META PLATFORMS INC
-$94.0K
2,260
+10%
减持
XLB
SELECT SECTOR SPDR TR
-$90.0K
5,867
-1%
减持
JNJ
JOHNSON & JOHNSON
-$83.0K
17,990
-3%
减持
CVX
CHEVRON CORP NEW
-$74.0K
2,577
-6%
减持
SYY
SYSCO CORP
+$71.0K
25,479
-0%
增持
VRME
VERIFYME INC
-$70.0K
102,000
+28%
增持
PI
IMPINJ INC
-$56.0K
12,320
+0%
增持
OMCL
OMNICELL COM
+$55.0K
11,550
+19%
增持
VREX
VAREX IMAGING CORP
+$53.0K
37,890
+7%
减持
SHW
SHERWIN WILLIAMS CO
-$52.0K
1,785
-1%
减持
IBB
ISHARES TR
-$49.0K
3,877
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$45.0K
13,550
-6%
增持
MMM
3M CO
-$43.0K
2,955
+4%
增持
DE
DEERE & CO
-$43.0K
695
+15%
增持
—
INVESCO EXCH TRD SLF IDX FD
-$42.0K
174,678
+0%
减持
HP
HELMERICH & PAYNE INC
-$12.0K
5,885
-5%
减持
NOC
NORTHROP GRUMMAN CORP
+$10.0K
733
-4%
增持
DHR
DANAHER CORPORATION
+$0
4,535
+16%
