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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 113 项
建仓 4
增持 51
减持 56
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
CLF
CLEVELAND-CLIFFS INC NEW
-$4.9M
760,734
+4%
建仓
LH
LABCORP HOLDINGS INC
+$4.8M
23,678
减持
CVS
CVS HEALTH CORP
-$4.6M
15,130
-78%
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
NVDA
NVIDIA CORPORATION
+$3.7M
153,459
+810%
增持
AAPL
APPLE INC
+$3.6M
87,071
+1%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$2.9M
80,433
-61%
增持
PANW
PALO ALTO NETWORKS INC
+$2.4M
36,217
+4%
增持
BSJT
INVESCO EXCH TRD SLF IDX FD
+$2.2M
210,191
+104%
清仓
—
LABORATORY CORP AMER HLDGS
-$1.8M
0
-100%
减持
FSLR
FIRST SOLAR INC
+$1.8M
49,397
-11%
增持
IQV
IQVIA HLDGS INC
+$1.8M
12,372
+288%
减持
WSM
WILLIAMS SONOMA INC
-$1.8M
20,034
-14%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$1.6M
306,798
+31%
增持
COST
COSTCO WHSL CORP NEW
+$1.5M
11,754
+1%
减持
QCOM
QUALCOMM INC
+$1.4M
86,435
-7%
增持
LOW
LOWES COS INC
-$1.3M
48,511
+3%
建仓
GEV
GE VERNOVA INC
+$1.3M
7,565
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$1.2M
302,301
+23%
减持
WY
WEYERHAEUSER CO MTN BE
-$1.2M
134,180
-3%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$1.2M
41,592
+20%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$1.1M
94,242
+178%
增持
CWH
CAMPING WORLD HLDGS INC
-$1.1M
157,179
+13%
减持
GOOGL
ALPHABET INC
+$1.0M
40,540
-4%
减持
AVGO
BROADCOM INC
+$996.6K
7,517
-10%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$993.0K
54,556
-9%
减持
NEE
NEXTERA ENERGY INC
+$896.8K
157,484
-2%
增持
MSFT
MICROSOFT CORP
+$866.6K
18,379
+5%
增持
USB
US BANCORP DEL
-$845.2K
207,674
+2%
增持
ZTS
ZOETIS INC
+$734.5K
26,947
+16%
减持
CMI
CUMMINS INC
-$636.3K
26,932
-2%
减持
GOOG
ALPHABET INC
+$594.9K
34,552
-8%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$594.3K
35,598
-44%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$551.3K
183,598
+18%
减持
THO
THOR INDS INC
-$536.5K
19,755
-3%
减持
CTVA
CORTEVA INC
-$534.8K
4,470
-67%
减持
FISV
FISERV INC
-$515.8K
33,337
-3%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$507.2K
165,498
+19%
减持
JPM
JPMORGAN CHASE & CO.
-$495.0K
67,628
-4%
减持
TNC
TENNANT CO
-$487.6K
18,929
-2%
建仓
ULTA
ULTA BEAUTY INC
+$465.0K
1,205
减持
AMZN
AMAZON COM INC
+$461.2K
63,865
-3%
增持
URI
UNITED RENTALS INC
-$416.3K
6,789
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$374.9K
38,430
+5%
减持
BDX
BECTON DICKINSON & CO
-$364.9K
21,230
-1%
减持
ABBV
ABBVIE INC
-$361.7K
31,484
-0%
减持
GE
GE AEROSPACE
-$359.4K
16,342
-3%
增持
DHR
DANAHER CORPORATION
+$335.5K
15,970
+9%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$310.0K
22,587
+1%
增持
BX
BLACKSTONE INC
-$308.0K
41,727
+0%
减持
DCI
DONALDSON INC
-$279.4K
83,608
-0%
增持
HON
HONEYWELL INTL INC
+$270.8K
20,613
+2%
增持
HASI
HANNON ARMSTRONG SUST INFR C
+$259.4K
182,820
+1%
减持
ALB
ALBEMARLE CORP
-$251.0K
3,020
-26%
清仓
VREX
VAREX IMAGING CORP
-$248.0K
0
-100%
增持
SYY
SYSCO CORP
-$223.1K
27,482
+2%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$222.9K
171,574
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$221.8K
3,537
-10%
建仓
WFC
WELLS FARGO CO NEW
+$201.9K
3,399
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$187.0K
320,043
+3%
增持
DE
DEERE & CO
-$184.4K
5,877
+1%
减持
OKE
ONEOK INC NEW
-$183.7K
151,141
-3%
减持
PFE
PFIZER INC
-$180.7K
94,579
-7%
减持
PWR
QUANTA SVCS INC
-$179.7K
8,275
-6%
减持
INTC
INTEL CORP
-$174.2K
10,303
-8%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$165.6K
125,178
-6%
减持
AMAT
APPLIED MATLS INC
+$164.4K
15,177
-8%
减持
—
EATON CORP PLC
-$162.0K
8,550
-6%
减持
CLH
CLEAN HARBORS INC
+$160.1K
6,794
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$151.8K
17,220
+18%
增持
NFLX
NETFLIX INC
+$150.9K
1,335
+8%
减持
TTEK
TETRA TECH INC NEW
+$148.5K
7,651
-0%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$137.6K
2,090
-33%
增持
EIX
EDISON INTL
+$136.5K
42,600
+3%
增持
JNJ
JOHNSON & JOHNSON
+$134.9K
24,886
+12%
增持
—
BROOKFIELD RENEWABLE PARTNER
+$116.7K
51,927
+3%
减持
KMI
KINDER MORGAN INC DEL
+$112.7K
85,995
-1%
增持
J
JACOBS SOLUTIONS INC
-$108.4K
36,747
+8%
减持
CVX
CHEVRON CORP NEW
-$108.3K
17,545
-3%
增持
ROP
ROPER TECHNOLOGIES INC
+$108.1K
8,714
+2%
减持
BA
BOEING CO
-$100.6K
7,227
-1%
增持
EWBC
EAST WEST BANCORP INC
+$99.4K
10,675
+24%
减持
T
AT&T INC
+$88.9K
65,854
-1%
减持
WAT
WATERS CORP
-$73.3K
1,330
-0%
减持
XYL
XYLEM INC
+$73.2K
15,300
-1%
减持
FDX
FEDEX CORP
+$70.0K
11,837
-1%
增持
—
CRISPR THERAPEUTICS AG
-$68.9K
5,846
+4%
增持
F
FORD MTR CO DEL
+$68.3K
459,690
+7%
减持
NOC
NORTHROP GRUMMAN CORP
-$66.5K
773
-8%
减持
SBUX
STARBUCKS CORP
-$64.0K
4,190
-2%
减持
ISRG
INTUITIVE SURGICAL INC
+$61.9K
1,404
-0%
增持
SHW
SHERWIN WILLIAMS CO
-$59.4K
1,890
+5%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$57.9K
276,906
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$57.6K
565
-19%
增持
BSJU
INVESCO EXCH TRD SLF IDX FD
+$54.3K
21,646
+12%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$53.0K
33,486
+12%
增持
CSCO
CISCO SYS INC
-$52.1K
62,620
+3%
增持
PNW
PINNACLE WEST CAP CORP
+$48.7K
18,430
+1%
减持
IYJ
ISHARES TR
-$42.9K
2,900
-6%
增持
ERII
ENERGY RECOVERY INC
-$42.7K
17,330
+0%
增持
EQAL
INVESCO EXCH TRADED FD TR II
-$40.9K
34,766
+1%
减持
XLB
SELECT SECTOR SPDR TR
-$36.7K
3,965
-5%
减持
XLF
SELECT SECTOR SPDR TR
-$32.8K
8,893
-6%
减持
PI
IMPINJ INC
+$29.8K
7,760
-16%
减持
DLR
DIGITAL RLTY TR INC
+$19.0K
6,864
-4%
增持
IBB
ISHARES TR
+$12.2K
2,769
+3%
增持
EMR
EMERSON ELEC CO
-$12.1K
5,108
+1%
增持
V
VISA INC
-$11.9K
883
+1%
减持
ECL
ECOLAB INC
+$9.0K
1,599
-1%
增持
PRU
PRUDENTIAL FINL INC
-$7.4K
49,269
+0%
增持
ABT
ABBOTT LABS
-$6.2K
69,890
+9%
减持
TIP
ISHARES TR
-$4.7K
2,250
-1%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$4.1K
5,323
-1%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$3.5K
17,880
-5%
