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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 114 项
建仓 6
增持 34
减持 67
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
CLF
CLEVELAND-CLIFFS INC NEW
+$5.2M
726,337
+2%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$4.3M
154,540
-56%
减持
OKE
ONEOK INC NEW
+$2.8M
160,522
-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
AVGO
BROADCOM INC
+$2.7M
13,753
+21%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$2.6M
290,902
-31%
减持
—
VMWARE INC
-$2.3M
6,025
-79%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$2.0M
95,633
-50%
减持
JPM
JPMORGAN CHASE & CO
+$1.9M
73,986
-4%
减持
AMZN
AMAZON COM INC
-$1.9M
56,046
-11%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
37,132
+1%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$1.7M
21,357
-40%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$1.6M
265,437
+30%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.4M
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$1.2M
49,699
-1%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$1.2M
86,653
+238%
减持
DLR
DIGITAL RLTY TR INC
-$1.2M
11,220
-52%
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$1.1M
58,296
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.1M
302,860
-17%
清仓
QRVO
QORVO INC
-$1.1M
0
-100%
减持
FISV
FISERV INC
-$998.6K
56,737
-22%
建仓
BSJS
INVESCO EXCH TRD SLF IDX FD
+$988.8K
46,107
减持
—
INVESCO EXCH TRD SLF IDX FD
-$975.2K
126,153
-28%
减持
TIP
ISHARES TR
-$941.1K
2,488
-78%
减持
IGHG
PROSHARES TR
-$908.2K
8,375
-62%
增持
ABT
ABBOTT LABS
+$907.7K
58,164
+1%
减持
BDX
BECTON DICKINSON & CO
+$861.7K
28,511
-0%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$858.0K
0
-100%
减持
DCI
DONALDSON INC
+$803.9K
89,937
-2%
增持
QCOM
QUALCOMM INC
+$775.9K
91,358
+4%
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$747.4K
36,910
增持
ROP
ROPER TECHNOLOGIES INC
+$649.9K
8,834
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$647.2K
20,915
+72%
减持
CMI
CUMMINS INC
+$633.1K
26,954
-4%
减持
FDX
FEDEX CORP
+$581.0K
19,443
-4%
减持
OMCL
OMNICELL COM
-$548.6K
8,776
-26%
减持
TGT
TARGET CORP
-$541.4K
9,375
-32%
减持
AAPL
APPLE INC
-$534.0K
94,988
-2%
清仓
KBE
SPDR SER TR
-$520.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$517.0K
11,068
+26%
减持
LOW
LOWES COS INC
+$503.2K
41,237
-1%
减持
HON
HONEYWELL INTL INC
+$493.8K
16,724
-2%
建仓
XLF
SELECT SECTOR SPDR TR
+$489.1K
14,055
减持
AMAT
APPLIED MATLS INC
+$455.5K
19,325
-1%
减持
THO
THOR INDS INC
-$453.6K
49,651
-27%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$446.3K
24,110
-3%
增持
EIX
EDISON INTL
+$445.0K
33,410
+8%
清仓
PYPL
PAYPAL HLDGS INC
-$406.0K
0
-100%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$405.0K
6,334
减持
GE
GENERAL ELECTRIC CO
-$393.7K
19,169
-36%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$386.5K
19,139
+0%
减持
WSM
WILLIAMS SONOMA INC
-$375.5K
28,210
-11%
减持
WY
WEYERHAEUSER CO MTN BE
+$354.0K
145,531
-0%
清仓
MMM
3M CO
-$311.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$306.6K
34,300
+7%
清仓
META
META PLATFORMS INC
-$303.0K
0
-100%
减持
HASI
HANNON ARMSTRONG SUST INFR C
-$298.0K
67,708
-19%
增持
BX
BLACKSTONE INC
+$293.6K
54,069
+11%
减持
ABBV
ABBVIE INC
+$293.3K
36,583
-5%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$280.7K
110,143
-13%
减持
INTC
INTEL CORP
-$279.9K
22,910
-37%
减持
BA
BOEING CO
+$278.8K
5,557
-23%
增持
PRU
PRUDENTIAL FINL INC
+$277.4K
22,430
+1%
减持
PI
IMPINJ INC
+$267.8K
8,053
-15%
减持
CVS
CVS HEALTH CORP
-$260.8K
17,915
-7%
减持
USB
US BANCORP DEL
+$249.5K
117,762
-7%
建仓
MKSI
MKS INSTRS INC
+$242.6K
2,538
增持
J
JACOBS SOLUTIONS INC
+$234.9K
21,946
+1%
减持
FRCB
FIRST REP BK SAN FRANCISCO C
-$222.8K
21,858
-8%
增持
PNW
PINNACLE WEST CAP CORP
+$205.4K
20,035
+1%
减持
TNC
TENNANT CO
+$202.6K
22,114
-2%
增持
NEE
NEXTERA ENERGY INC
+$200.7K
47,326
+0%
减持
CWH
CAMPING WORLD HLDGS INC
-$195.8K
102,290
-1%
减持
—
LABORATORY CORP AMER HLDGS
+$195.0K
11,279
-13%
减持
—
BROOKFIELD RENEWABLE PARTNER
-$192.6K
48,639
-4%
增持
VREX
VAREX IMAGING CORP
+$175.0K
45,440
+23%
增持
SYY
SYSCO CORP
+$174.7K
25,915
+1%
增持
T
AT&T INC
+$162.9K
33,679
+9%
增持
EQAL
INVESCO EXCH TRADED FD TR II
+$157.9K
31,494
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$144.7K
106,675
-5%
减持
VZ
VERIZON COMMUNICATIONS INC
-$137.1K
8,735
-32%
增持
COST
COSTCO WHSL CORP NEW
+$134.6K
9,831
+4%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$130.7K
18,581
+5%
减持
TTEK
TETRA TECH INC NEW
+$130.6K
7,950
-1%
减持
KMI
KINDER MORGAN INC DEL
+$124.8K
78,440
-3%
减持
EWBC
EAST WEST BANCORP INC
-$122.3K
54,430
-2%
减持
PWR
QUANTA SVCS INC
+$118.9K
12,070
-5%
减持
ZTS
ZOETIS INC
+$111.1K
11,955
-3%
增持
ISRG
INTUITIVE SURGICAL INC
+$104.8K
1,540
+2%
增持
STM
STMICROELECTRONICS N V
+$98.3K
9,485
+2%
增持
VRME
VERIFYME INC
+$93.5K
150,000
+25%
减持
—
EATON CORP PLC
+$92.3K
12,599
-8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$86.0K
3,748
-5%
增持
WAT
WATERS CORP
+$81.7K
1,246
+1%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$71.0K
6,299
+1%
增持
GOOGL
ALPHABET INC
-$59.0K
41,365
+1%
增持
SHW
SHERWIN WILLIAMS CO
+$58.0K
1,805
+1%
减持
SBUX
STARBUCKS CORP
+$57.5K
5,155
-9%
减持
XLB
SELECT SECTOR SPDR TR
+$57.3K
5,955
-5%
减持
D
DOMINION ENERGY INC
-$48.8K
4,390
-6%
减持
F
FORD MTR CO DEL
+$47.3K
277,038
-7%
减持
CLH
CLEAN HARBORS INC
+$41.9K
9,738
-6%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$38.5K
2,560
-5%
增持
GOOG
ALPHABET INC
-$37.6K
41,416
+1%
减持
JNJ
JOHNSON & JOHNSON
+$37.4K
17,244
-2%
减持
DE
DEERE & CO
+$32.9K
690
-7%
减持
FSLR
FIRST SOLAR INC
-$30.3K
31,790
-20%
减持
WDAY
WORKDAY INC
-$24.4K
3,310
-13%
减持
NOC
NORTHROP GRUMMAN CORP
-$24.4K
718
-1%
减持
PFE
PFIZER INC
+$21.4K
101,499
-2%
减持
ILMN
ILLUMINA INC
-$12.0K
1,650
-6%
减持
DHR
DANAHER CORPORATION
-$11.7K
4,440
-6%
增持
ECL
ECOLAB INC
+$7.6K
1,498
+1%
减持
IBB
ISHARES TR
+$5.2K
3,612
-12%
增持
ERII
ENERGY RECOVERY INC
-$316
15,509
+1%
