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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 111 项
建仓 6
增持 38
减持 65
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
BSJR
INVESCO EXCH TRD SLF IDX FD
+$4.5M
209,275
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$3.2M
66,931
-40%
减持
AAPL
APPLE INC
-$2.4M
86,123
-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。
建仓
URI
UNITED RENTALS INC
+$1.4M
3,067
增持
WSM
WILLIAMS SONOMA INC
+$1.3M
35,077
+7%
减持
AVGO
BROADCOM INC
-$1.2M
10,414
-8%
减持
PANW
PALO ALTO NETWORKS INC
-$1.2M
41,770
-3%
减持
NVDA
NVIDIA CORPORATION
-$1.2M
24,000
-13%
减持
CWH
CAMPING WORLD HLDGS INC
-$1.2M
113,528
-3%
增持
CVS
CVS HEALTH CORP
+$1.1M
60,452
+33%
减持
FISV
FISERV INC
-$1.0M
35,011
-11%
建仓
XYL
XYLEM INC
+$944.9K
10,380
减持
THO
THOR INDS INC
-$929.9K
27,727
-20%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$904.4K
158,004
+41%
增持
F
FORD MTR CO DEL
-$811.7K
403,540
+5%
增持
J
JACOBS SOLUTIONS INC
+$781.5K
29,945
+8%
减持
FSLR
FIRST SOLAR INC
-$781.2K
22,835
-3%
清仓
—
VMWARE INC
-$749.8K
0
-100%
增持
ABT
ABBOTT LABS
-$706.4K
58,290
+0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$673.4K
18,100
-61%
增持
CLF
CLEVELAND-CLIFFS INC NEW
-$655.1K
740,287
+1%
增持
LOW
LOWES COS INC
-$645.3K
42,135
+1%
增持
QCOM
QUALCOMM INC
-$641.7K
96,506
+1%
减持
BX
BLACKSTONE INC
+$595.8K
45,884
-1%
减持
PNW
PINNACLE WEST CAP CORP
-$583.1K
13,640
-30%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$563.8K
34,413
+8%
增持
PRU
PRUDENTIAL FINL INC
+$560.9K
41,941
+8%
减持
TGT
TARGET CORP
-$553.6K
4,805
-42%
减持
—
LABORATORY CORP AMER HLDGS
-$522.0K
10,287
-4%
减持
WY
WEYERHAEUSER CO MTN BE
-$501.2K
140,768
-2%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$492.3K
9,858
-23%
减持
CMI
CUMMINS INC
-$463.0K
27,252
-0%
增持
COST
COSTCO WHSL CORP NEW
+$461.8K
11,319
+3%
增持
CSCO
CISCO SYS INC
+$433.9K
50,345
+15%
减持
ABBV
ABBVIE INC
+$425.2K
32,669
-1%
减持
—
BROOKFIELD RENEWABLE PARTNER
-$401.5K
47,281
-2%
减持
GOOGL
ALPHABET INC
+$394.2K
40,850
-1%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$388.8K
21,205
+2%
增持
USB
US BANCORP DEL
+$376.6K
191,344
+6%
增持
DHR
DANAHER CORPORATION
+$372.9K
9,005
+16%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$371.3K
19,472
-0%
减持
AMZN
AMAZON COM INC
-$361.2K
59,404
-2%
增持
HASI
HANNON ARMSTRONG SUST INFR C
+$349.3K
117,406
+37%
建仓
IYJ
ISHARES TR
+$336.7K
3,337
增持
CTVA
CORTEVA INC
+$310.8K
18,260
+68%
减持
GOOG
ALPHABET INC
+$302.1K
39,148
-3%
增持
OMCL
OMNICELL COM
-$292.9K
11,745
+5%
增持
NEE
NEXTERA ENERGY INC
+$291.5K
81,734
+38%
减持
DCI
DONALDSON INC
-$279.8K
84,155
-1%
减持
BDX
BECTON DICKINSON & CO
-$268.9K
27,108
-2%
减持
PI
IMPINJ INC
-$254.3K
7,207
-1%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$248.9K
110,881
+15%
增持
ZTS
ZOETIS INC
+$248.9K
14,913
+9%
减持
SYY
SYSCO CORP
-$245.0K
25,650
-2%
建仓
CHWY
CHEWY INC
+$242.6K
13,285
减持
TNC
TENNANT CO
-$239.8K
21,538
-5%
减持
PWR
QUANTA SVCS INC
-$229.0K
9,540
-7%
建仓
TSLA
TESLA INC
+$222.2K
888
增持
HON
HONEYWELL INTL INC
-$216.6K
18,406
+6%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$209.4K
273,400
-3%
减持
EIX
EDISON INTL
-$208.9K
32,890
-0%
减持
OKE
ONEOK INC NEW
+$208.7K
158,441
-1%
增持
DE
DEERE & CO
+$192.0K
2,917
+30%
增持
PFE
PFIZER INC
-$187.6K
127,269
+6%
增持
EQAL
INVESCO EXCH TRADED FD TR II
+$187.1K
37,027
+20%
减持
VREX
VAREX IMAGING CORP
-$184.2K
33,600
-3%
增持
AMD
ADVANCED MICRO DEVICES INC
-$165.1K
18,967
+2%
减持
JPM
JPMORGAN CHASE & CO
-$161.3K
73,711
-1%
减持
AMAT
APPLIED MATLS INC
-$152.7K
18,540
-1%
减持
GLW
CORNING INC
-$147.8K
24,671
-4%
减持
XLB
SELECT SECTOR SPDR TR
-$141.0K
4,370
-25%
减持
XLF
SELECT SECTOR SPDR TR
-$121.8K
10,545
-25%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
-$121.8K
21,568
+770%
减持
TTEK
TETRA TECH INC NEW
-$114.9K
7,606
-2%
减持
IBB
ISHARES TR
-$107.5K
2,803
-21%
减持
VRME
VERIFYME INC
-$104.9K
100,000
-38%
减持
ISRG
INTUITIVE SURGICAL INC
-$96.8K
1,329
-6%
减持
CLH
CLEAN HARBORS INC
-$95.2K
7,022
-9%
增持
MSFT
MICROSOFT CORP
-$93.9K
14,050
+6%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$90.5K
151,567
+4%
减持
ERII
ENERGY RECOVERY INC
-$83.1K
11,383
-2%
增持
BA
BOEING CO
-$82.0K
4,912
+1%
增持
ILMN
ILLUMINA INC
-$78.4K
1,730
+3%
减持
MKSI
MKS INSTRS INC
-$78.2K
3,510
-1%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$75.1K
302,833
-1%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$74.9K
5,859
-1%
减持
STM
STMICROELECTRONICS N V
-$73.2K
9,293
-2%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$66.1K
88,244
+6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$61.7K
8,325
-7%
增持
JNJ
JOHNSON & JOHNSON
-$54.1K
18,409
+4%
减持
EWBC
EAST WEST BANCORP INC
-$53.7K
11,545
-8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$53.5K
3,699
+2%
减持
FDX
FEDEX CORP
-$51.7K
16,642
-8%
减持
DLR
DIGITAL RLTY TR INC
+$51.5K
11,180
-2%
减持
KMI
KINDER MORGAN INC DEL
-$51.3K
75,675
-0%
减持
WDAY
WORKDAY INC
-$51.2K
2,900
-3%
减持
SBUX
STARBUCKS CORP
-$48.0K
4,450
-3%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$41.8K
139,698
-2%
减持
—
EATON CORP PLC
-$40.0K
11,046
-7%
减持
LLY
ELI LILLY & CO
+$30.7K
520
-2%
减持
ECL
ECOLAB INC
-$29.1K
1,631
-0%
减持
TIP
ISHARES TR
-$23.2K
2,358
-5%
减持
SHW
SHERWIN WILLIAMS CO
-$22.9K
1,810
-1%
清仓
LYG
LLOYDS BANKING GROUP PLC
-$22.0K
0
-100%
增持
T
AT&T INC
+$19.9K
82,129
+8%
减持
INTC
INTEL CORP
+$17.6K
10,325
-1%
减持
ROP
ROPER TECHNOLOGIES INC
-$16.3K
8,714
-1%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$9.3K
302,187
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$8.8K
137,454
+0%
减持
WAT
WATERS CORP
+$8.0K
1,494
-1%
减持
GE
GENERAL ELECTRIC CO
-$6.8K
17,866
-1%
