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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 103 项
建仓 2
增持 48
减持 53
方向
标的
Δ市值
现股数(环比)
减持
PANW
PALO ALTO NETWORKS INC
+$2.9M
43,071
-6%
减持
NVDA
NVIDIA CORPORATION
+$2.6M
27,501
-14%
减持
AVGO
BROADCOM INC
+$1.8M
11,379
-14%
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
+$1.7M
60,698
+1%
减持
AAPL
APPLE INC
+$1.7M
88,306
-4%
增持
CLF
CLEVELAND-CLIFFS INC NEW
+$1.6M
729,463
+4%
增持
F
FORD MTR CO DEL
+$1.5M
384,908
+5%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.4M
46,741
-57%
增持
CVS
CVS HEALTH CORP
+$1.4M
45,591
+92%
增持
USB
US BANCORP DEL
+$1.2M
180,062
+17%
减持
FISV
FISERV INC
-$933.8K
39,480
-20%
减持
ABBV
ABBVIE INC
-$918.6K
32,988
-7%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$881.0K
83,199
+120%
增持
LOW
LOWES COS INC
+$874.1K
41,660
+1%
减持
CWH
CAMPING WORLD HLDGS INC
+$867.4K
116,511
-4%
增持
J
JACOBS SOLUTIONS INC
+$808.8K
27,807
+27%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$730.0K
31,869
+13%
增持
CMI
CUMMINS INC
+$719.5K
27,284
+4%
增持
WY
WEYERHAEUSER CO MTN BE
+$690.0K
143,752
+1%
增持
CSCO
CISCO SYS INC
+$653.1K
43,925
+26%
建仓
CTVA
CORTEVA INC
+$623.4K
10,880
增持
COST
COSTCO WHSL CORP NEW
+$606.3K
11,020
+2%
增持
QCOM
QUALCOMM INC
+$599.6K
95,428
+3%
减持
AMAT
APPLIED MATLS INC
+$575.6K
18,815
-2%
增持
MSFT
MICROSOFT CORP
+$552.2K
13,303
+2%
减持
THO
THOR INDS INC
+$532.4K
34,469
-9%
增持
WSM
WILLIAMS SONOMA INC
+$525.9K
32,903
+8%
增持
PRU
PRUDENTIAL FINL INC
+$524.0K
38,754
+12%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$515.9K
111,877
+28%
减持
GOOGL
ALPHABET INC
+$509.5K
41,365
-2%
减持
GOOG
ALPHABET INC
+$503.0K
40,172
-2%
增持
BX
BLACKSTONE INC
+$454.3K
46,469
+2%
减持
JPM
JPMORGAN CHASE & CO
+$424.5K
74,607
-1%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$392.6K
20,846
+7%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$389.1K
111,555
+1%
增持
DHR
DANAHER CORPORATION
+$343.8K
7,755
+24%
减持
TGT
TARGET CORP
-$341.5K
8,225
-10%
增持
T
AT&T INC
+$337.3K
76,094
+48%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$326.1K
96,105
+24%
增持
OMCL
OMNICELL COM
+$317.9K
11,156
+29%
增持
HASI
HANNON ARMSTRONG SUST INFR C
+$276.1K
85,589
+15%
减持
AMD
ADVANCED MICRO DEVICES INC
+$268.1K
18,570
-10%
减持
—
EATON CORP PLC
+$262.5K
11,914
-3%
减持
FSLR
FIRST SOLAR INC
-$261.2K
23,521
-12%
增持
NEE
NEXTERA ENERGY INC
+$236.3K
59,179
+8%
减持
FDX
FEDEX CORP
+$235.1K
17,993
-3%
增持
DE
DEERE & CO
+$220.3K
2,243
+25%
减持
DCI
DONALDSON INC
-$219.1K
84,767
-1%
减持
DLR
DIGITAL RLTY TR INC
+$214.8K
11,430
-0%
增持
HON
HONEYWELL INTL INC
+$209.6K
17,431
+1%
减持
PWR
QUANTA SVCS INC
+$199.6K
10,250
-5%
减持
OKE
ONEOK INC NEW
-$194.1K
159,450
-0%
增持
MKSI
MKS INSTRS INC
+$172.6K
3,533
+39%
减持
TTEK
TETRA TECH INC NEW
+$160.5K
7,764
-3%
减持
ROP
ROPER TECHNOLOGIES INC
+$153.4K
8,811
-1%
减持
EIX
EDISON INTL
-$148.7K
32,980
-1%
减持
NFLX
NETFLIX INC
+$140.8K
1,236
-3%
减持
VREX
VAREX IMAGING CORP
+$137.5K
34,600
-12%
减持
GE
GENERAL ELECTRIC CO
+$134.7K
18,042
-1%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$126.2K
145,510
+6%
增持
ABT
ABBOTT LABS
-$123.8K
58,263
+0%
减持
—
LABORATORY CORP AMER HLDGS
+$123.0K
10,733
-2%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$119.4K
27,053
-17%
减持
WDAY
WORKDAY INC
+$118.5K
2,985
-2%
增持
PFE
PFIZER INC
-$108.6K
120,204
+4%
增持
ZTS
ZOETIS INC
+$107.2K
13,621
+8%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$88.6K
12,750
-21%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$87.9K
2,479
-0%
减持
—
VMWARE INC
+$78.6K
5,218
-4%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$67.6K
19,492
+0%
增持
SHW
SHERWIN WILLIAMS CO
+$66.0K
1,825
+1%
增持
STM
STMICROELECTRONICS N V
+$65.5K
9,488
+0%
增持
JNJ
JOHNSON & JOHNSON
+$62.3K
17,649
+2%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$60.3K
5,940
-4%
减持
CLH
CLEAN HARBORS INC
-$59.8K
7,726
-15%
增持
EQAL
INVESCO EXCH TRADED FD TR II
+$57.9K
30,821
+0%
减持
EWBC
EAST WEST BANCORP INC
-$56.7K
12,545
-20%
增持
VRME
VERIFYME INC
-$51.1K
160,800
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$47.0K
3,643
-1%
增持
LLY
LILLY ELI & CO
+$46.5K
530
+6%
减持
SYY
SYSCO CORP
-$46.2K
26,134
-0%
增持
ECL
ECOLAB INC
+$44.4K
1,636
+9%
减持
BA
BOEING CO
+$36.3K
4,847
-0%
减持
PNW
PINNACLE WEST CAP CORP
+$33.8K
19,495
-2%
增持
WAT
WATERS CORP
+$30.4K
1,507
+21%
减持
TNC
TENNANT CO
+$30.2K
22,646
-0%
减持
—
INVESCO EXCH TRD SLF IDX FD
+$29.6K
305,225
-0%
减持
BDX
BECTON DICKINSON & CO
-$29.0K
27,564
-0%
增持
CVX
CHEVRON CORP NEW
+$24.0K
2,667
+8%
减持
KMI
KINDER MORGAN INC DEL
+$22.6K
75,840
-1%
建仓
LYG
LLOYDS BANKING GROUP PLC
+$22.0K
10,000
减持
ISRG
INTUITIVE SURGICAL INC
+$21.3K
1,419
-8%
减持
ERII
ENERGY RECOVERY INC
-$20.1K
11,612
-25%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$19.2K
136,879
+2%
减持
XLB
SELECT SECTOR SPDR TR
+$17.8K
5,844
-0%
减持
XLF
SELECT SECTOR SPDR TR
+$17.1K
13,990
-0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$13.3K
282,763
-1%
减持
PI
IMPINJ INC
+$9.9K
7,260
-1%
增持
IBB
ISHARES TR
-$9.6K
3,547
+0%
减持
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$7.1K
299,524
-1%
增持
—
INVESCO EXCH TRD SLF IDX FD
-$7.0K
142,409
+0%
增持
ILMN
ILLUMINA INC
-$6.1K
1,685
+2%
减持
META
META PLATFORMS INC
+$1.1K
1,025
-16%
