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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 113 项
建仓 3
增持 36
减持 66
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
CLF
CLEVELAND-CLIFFS INC NEW
+$3.3M
727,612
-2%
减持
QCOM
QUALCOMM INC
+$2.9M
93,927
-3%
增持
FSLR
FIRST SOLAR INC
+$2.8M
37,400
+64%
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。
减持
AVGO
BROADCOM INC
+$2.4M
9,856
-5%
增持
NEE
NEXTERA ENERGY INC
+$2.0M
109,399
+34%
减持
PFE
PFIZER INC
-$1.9M
79,104
-38%
减持
PANW
PALO ALTO NETWORKS INC
+$1.9M
39,542
-5%
增持
CVX
CHEVRON CORP NEW
+$1.7M
14,192
+432%
增持
AMZN
AMAZON COM INC
+$1.6M
60,009
+1%
减持
USB
US BANCORP DEL
+$1.5M
180,592
-6%
减持
AAPL
APPLE INC
+$1.4M
84,107
-2%
减持
JPM
JPMORGAN CHASE & CO
+$1.4M
71,317
-3%
增持
HASI
HANNON ARMSTRONG SUST INFR C
+$1.2M
135,415
+15%
增持
URI
UNITED RENTALS INC
+$1.2M
4,451
+45%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$1.2M
204,353
+29%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.1M
53,901
-19%
建仓
BSJT
INVESCO EXCH TRD SLF IDX FD
+$1.1M
52,274
减持
COST
COSTCO WHSL CORP NEW
+$911.6K
11,069
-2%
增持
CVS
CVS HEALTH CORP
+$902.4K
64,883
+7%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$886.7K
24,986
+28%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$846.4K
125,999
+43%
减持
OKE
ONEOK INC NEW
+$845.8K
155,166
-2%
增持
ABT
ABBOTT LABS
+$824.0K
58,775
+1%
减持
F
FORD MTR CO DEL
-$822.3K
343,695
-15%
增持
XYL
XYLEM INC
+$811.7K
15,360
+48%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$799.3K
235,429
-14%
减持
WSM
WILLIAMS SONOMA INC
+$788.9K
30,924
-12%
减持
BX
BLACKSTONE INC
+$766.0K
43,401
-5%
减持
MSFT
MICROSOFT CORP
+$741.8K
13,770
-2%
增持
DHR
DANAHER CORPORATION
+$696.9K
12,670
+41%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$675.8K
20,739
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$653.7K
33,518
-3%
减持
LOW
LOWES COS INC
+$599.3K
42,043
-0%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$577.9K
226,086
+8%
减持
NVDA
NVIDIA CORPORATION
+$576.4K
22,245
-7%
减持
BDX
BECTON DICKINSON & CO
-$574.8K
26,385
-3%
减持
THO
THOR INDS INC
+$574.6K
27,165
-2%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$574.5K
136,305
+23%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$574.3K
0
-100%
增持
HON
HONEYWELL INTL INC
+$562.6K
18,897
+3%
减持
WY
WEYERHAEUSER CO MTN BE
+$554.0K
140,062
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$544.3K
16,922
-11%
清仓
TGT
TARGET CORP
-$531.3K
0
-100%
清仓
OMCL
OMNICELL COM
-$529.0K
0
-100%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$511.0K
113,791
-19%
减持
ROP
ROPER TECHNOLOGIES INC
+$503.3K
8,664
-1%
增持
DCI
DONALDSON INC
+$497.6K
84,416
+0%
减持
FISV
FISERV INC
+$474.6K
33,344
-5%
增持
PI
IMPINJ INC
+$447.6K
9,377
+30%
减持
FDX
FEDEX CORP
-$428.6K
15,734
-5%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$425.4K
0
-100%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$413.7K
281,300
-7%
增持
BA
BOEING CO
+$377.9K
5,062
+3%
减持
AMAT
APPLIED MATLS INC
+$377.1K
18,165
-2%
增持
ZTS
ZOETIS INC
+$368.6K
15,013
+1%
减持
TNC
TENNANT CO
+$336.2K
20,857
-3%
增持
—
LABORATORY CORP AMER HLDGS
+$324.5K
10,527
+2%
清仓
META
META PLATFORMS INC
-$307.7K
0
-100%
建仓
—
CRISPR THERAPEUTICS AG
+$306.7K
4,900
清仓
MKSI
MKS INSTRS INC
-$303.8K
0
-100%
增持
EIX
EDISON INTL
+$300.4K
33,320
+1%
减持
CTVA
CORTEVA INC
-$279.1K
13,670
-25%
增持
—
BROOKFIELD RENEWABLE PARTNER
+$240.9K
48,281
+2%
清仓
ILMN
ILLUMINA INC
-$237.5K
0
-100%
减持
GOOG
ALPHABET INC
+$235.0K
38,293
-2%
减持
GE
GENERAL ELECTRIC CO
+$230.2K
17,279
-3%
清仓
TSLA
TESLA INC
-$222.2K
0
-100%
减持
GOOGL
ALPHABET INC
+$215.4K
39,810
-3%
增持
JNJ
JOHNSON & JOHNSON
+$210.5K
19,636
+7%
减持
CMI
CUMMINS INC
+$190.1K
26,782
-2%
增持
INTC
INTEL CORP
+$187.5K
11,035
+7%
增持
KMI
KINDER MORGAN INC DEL
+$185.2K
81,625
+8%
减持
PWR
QUANTA SVCS INC
+$179.1K
9,100
-5%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$178.6K
156,779
+3%
减持
DLR
DIGITAL RLTY TR INC
-$151.9K
8,925
-20%
减持
EWBC
EAST WEST BANCORP INC
+$135.8K
10,345
-10%
减持
ABBV
ABBVIE INC
+$131.0K
32,269
-1%
减持
—
EATON CORP PLC
+$126.2K
10,307
-7%
增持
TTEK
TETRA TECH INC NEW
+$123.3K
7,666
+1%
减持
CWH
CAMPING WORLD HLDGS INC
+$119.1K
92,771
-18%
减持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$111.4K
300,471
-1%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$109.7K
7,917
-20%
减持
T
AT&T INC
-$99.3K
67,599
-18%
增持
ERII
ENERGY RECOVERY INC
+$96.1K
17,915
+57%
增持
ISRG
INTUITIVE SURGICAL INC
+$87.9K
1,412
+6%
减持
DOW
DOW INC
-$84.0K
4,250
-31%
增持
STM
STMICROELECTRONICS N V
+$77.7K
9,551
+3%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$75.9K
5,913
+1%
增持
CHWY
CHEWY INC
+$71.6K
13,295
+0%
减持
EQAL
INVESCO EXCH TRADED FD TR II
+$64.4K
34,944
-6%
减持
VREX
VAREX IMAGING CORP
-$50.2K
28,350
-16%
减持
ECL
ECOLAB INC
+$42.9K
1,609
-1%
减持
DE
DEERE & CO
+$42.0K
2,858
-2%
增持
J
JACOBS SOLUTIONS INC
+$38.3K
31,786
+6%
建仓
—
THE REAL GOOD FOOD COMPANY I
+$36.2K
23,809
减持
VZ
VERIZON COMMUNICATIONS INC
-$32.3K
6,300
-24%
增持
CSCO
CISCO SYS INC
-$32.3K
52,935
+5%
减持
PRU
PRUDENTIAL FINL INC
+$30.2K
38,665
-8%
减持
WAT
WATERS CORP
+$29.5K
1,334
-11%
减持
IYJ
ISHARES TR
+$25.0K
3,162
-5%
增持
PNW
PINNACLE WEST CAP CORP
-$19.7K
13,715
+1%
减持
—
INVESCO EXCH TRD SLF IDX FD
+$19.4K
136,084
-1%
减持
IBB
ISHARES TR
+$18.3K
2,658
-5%
减持
LLY
ELI LILLY & CO
+$18.0K
510
-2%
减持
XLF
SELECT SECTOR SPDR TR
+$17.5K
9,767
-7%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$17.3K
19,131
-11%
减持
CLH
CLEAN HARBORS INC
+$15.3K
6,822
-3%
减持
XLB
SELECT SECTOR SPDR TR
+$10.2K
4,133
-5%
减持
GLW
CORNING INC
-$6.3K
24,481
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.3K
3,648
-1%
减持
SYY
SYSCO CORP
+$5.2K
23,238
-9%
减持
SBUX
STARBUCKS CORP
+$3.8K
4,270
-4%
减持
TIP
ISHARES TR
-$2.7K
2,250
-5%
