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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 101 项
建仓 2
增持 43
减持 53
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
CLF
CLEVELAND-CLIFFS INC NEW
-$4.1M
698,668
-4%
减持
EWBC
EAST WEST BANCORP INC
-$2.9M
15,595
-71%
清仓
FRCB
FIRST REP BK SAN FRANCISCO C
-$2.9M
0
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。
-100%
减持
NVDA
NVIDIA CORPORATION
+$2.8M
31,954
-14%
减持
AAPL
APPLE INC
+$2.6M
91,531
-4%
增持
MSFT
MICROSOFT CORP
+$1.4M
13,025
+18%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.3M
32,753
-66%
减持
THO
THOR INDS INC
-$1.2M
37,897
-24%
减持
OKE
ONEOK INC NEW
-$1.1M
159,951
-0%
减持
PANW
PALO ALTO NETWORKS INC
+$1.1M
45,773
-8%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.1M
107,970
-30%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$960.7K
137,004
+58%
增持
AMZN
AMAZON COM INC
+$952.6K
59,857
+7%
增持
F
FORD MTR CO DEL
+$933.8K
365,093
+32%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$844.1K
87,157
+89%
增持
PRU
PRUDENTIAL FINL INC
+$720.5K
34,652
+54%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$714.0K
301,291
+14%
增持
COST
COSTCO WHSL CORP NEW
+$711.1K
10,765
+10%
增持
USB
US BANCORP DEL
-$656.9K
153,985
+31%
减持
FDX
FEDEX CORP
+$643.4K
18,500
-5%
增持
GOOGL
ALPHABET INC
+$592.9K
42,175
+2%
减持
FSLR
FIRST SOLAR INC
-$513.4K
26,827
-16%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$495.9K
134,588
+22%
减持
BX
BLACKSTONE INC
-$487.7K
45,664
-16%
减持
GOOG
ALPHABET INC
+$467.2K
41,108
-1%
增持
JPM
JPMORGAN CHASE & CO
+$456.8K
75,053
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$431.0K
20,545
-2%
增持
DE
DEERE & CO
+$406.6K
1,794
+160%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$405.0K
0
-100%
减持
WY
WEYERHAEUSER CO MTN BE
-$398.9K
142,021
-2%
减持
PI
IMPINJ INC
-$385.8K
7,318
-9%
减持
—
LABORATORY CORP AMER HLDGS
-$381.8K
10,919
-3%
减持
CMI
CUMMINS INC
-$377.7K
26,223
-3%
减持
GE
GENERAL ELECTRIC CO
+$373.8K
18,197
-5%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$366.8K
77,602
+33%
减持
AVGO
BROADCOM INC
+$363.3K
13,243
-4%
增持
HASI
HANNON ARMSTRONG SUST INFR C
-$344.3K
74,575
+10%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$344.3K
110,470
+4%
减持
INTC
INTEL CORP
-$340.0K
10,450
-54%
增持
TNC
TENNANT CO
+$334.0K
22,739
+3%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$332.5K
142,333
+13%
增持
DHR
DANAHER CORPORATION
+$315.2K
6,250
+41%
增持
ZTS
ZOETIS INC
+$302.4K
12,654
+6%
建仓
META
META PLATFORMS INC
+$293.1K
1,225
减持
VREX
VAREX IMAGING CORP
-$278.9K
39,260
-14%
减持
IGHG
PROSHARES TR
-$274.6K
4,650
-44%
清仓
D
DOMINION ENERGY INC
-$272.2K
0
-100%
增持
ROP
ROPER TECHNOLOGIES INC
+$265.0K
8,862
+0%
增持
NEE
NEXTERA ENERGY INC
+$246.1K
54,711
+16%
减持
EIX
EDISON INTL
+$245.1K
33,285
-0%
增持
T
AT&T INC
+$238.5K
51,339
+52%
增持
WSM
WILLIAMS SONOMA INC
+$230.1K
30,572
+8%
增持
CWH
CAMPING WORLD HLDGS INC
+$220.4K
120,972
+18%
减持
—
EATON CORP PLC
+$220.1K
12,314
-2%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$219.1K
16,156
-24%
减持
DCI
DONALDSON INC
+$217.0K
85,469
-5%
建仓
LLY
LILLY ELI & CO
+$202.1K
500
增持
LOW
LOWES COS INC
+$193.4K
41,407
+0%
减持
KMI
KINDER MORGAN INC DEL
-$187.4K
76,940
-2%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$166.7K
285,387
-2%
减持
BA
BOEING CO
-$163.6K
4,857
-13%
增持
CVS
CVS HEALTH CORP
+$161.3K
23,756
+33%
减持
CLH
CLEAN HARBORS INC
+$146.2K
9,107
-6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$144.0K
28,239
+17%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$131.2K
19,457
+5%
减持
FISV
FISERV INC
+$116.8K
49,591
-13%
减持
J
JACOBS SOLUTIONS INC
-$106.7K
21,825
-1%
减持
AMAT
APPLIED MATLS INC
+$92.4K
19,115
-1%
增持
DLR
DIGITAL RLTY TR INC
-$90.9K
11,470
+2%
减持
PWR
QUANTA SVCS INC
+$82.1K
10,790
-11%
减持
ABBV
ABBVIE INC
-$77.2K
35,372
-3%
减持
EQAL
INVESCO EXCH TRADED FD TR II
-$76.2K
30,792
-2%
减持
—
VMWARE INC
-$69.5K
5,418
-10%
减持
—
BROOKFIELD RENEWABLE PARTNER
+$68.3K
48,470
-0%
减持
PNW
PINNACLE WEST CAP CORP
+$67.9K
19,815
-1%
减持
BDX
BECTON DICKINSON & CO
+$65.6K
27,697
-3%
减持
TGT
TARGET CORP
-$65.2K
9,160
-2%
增持
JNJ
JOHNSON & JOHNSON
-$64.4K
17,324
+0%
增持
NOC
NORTHROP GRUMMAN CORP
+$60.8K
843
+17%
减持
CVX
CHEVRON CORP NEW
-$56.7K
2,472
-2%
增持
TTEK
TETRA TECH INC NEW
-$53.8K
7,970
+0%
增持
HON
HONEYWELL INTL INC
+$51.5K
17,186
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$51.3K
3,668
-2%
增持
PFE
PFIZER INC
-$45.8K
115,659
+14%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$45.0K
305,676
+1%
增持
XLF
SELECT SECTOR SPDR TR
-$34.6K
14,059
+0%
减持
ABT
ABBOTT LABS
-$27.0K
58,078
-0%
增持
CSCO
CISCO SYS INC
+$26.0K
34,935
+2%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$24.3K
19,423
+1%
减持
IBB
ISHARES TR
-$24.3K
3,543
-2%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$19.9K
6,199
-2%
减持
NFLX
NETFLIX INC
-$19.9K
1,271
-5%
增持
QCOM
QUALCOMM INC
+$18.2K
92,672
+1%
减持
XLB
SELECT SECTOR SPDR TR
-$16.7K
5,852
-2%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$14.4K
37,843
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
-$14.1K
8,915
+2%
减持
OMCL
OMNICELL COM
+$13.6K
8,621
-2%
减持
SBUX
STARBUCKS CORP
-$12.7K
4,585
-11%
增持
SYY
SYSCO CORP
-$9.3K
26,192
+1%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$5.5K
2,481
-3%
减持
WDAY
WORKDAY INC
+$1.2K
3,035
-8%
