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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 115 项
建仓 2
增持 55
减持 53
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
QCOM
QUALCOMM INC
-$2.6M
85,779
-1%
增持
LOW
LOWES COS INC
+$2.6M
49,018
+1%
减持
NEE
NEXTERA ENERGY INC
+$2.0M
155,212
-1%
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
IBM
INTERNATIONAL BUSINESS MACHS
+$1.9M
38,518
+0%
减持
AAPL
APPLE INC
+$1.7M
85,984
-1%
增持
LH
LABCORP HOLDINGS INC
+$1.6M
28,779
+22%
增持
ULTA
ULTA BEAUTY INC
+$1.5M
5,123
+325%
增持
IQV
IQVIA HLDGS INC
+$1.4M
16,939
+37%
增持
URI
UNITED RENTALS INC
+$1.4M
7,105
+5%
增持
USB
US BANCORP DEL
+$1.3M
207,732
+0%
减持
CMI
CUMMINS INC
+$1.2M
26,889
-0%
建仓
AMTM
AMENTUM HOLDINGS INC
+$1.2M
37,090
减持
OKE
ONEOK INC NEW
+$1.2M
148,299
-2%
减持
BX
BLACKSTONE INC
+$1.2M
41,407
-1%
减持
NVDA
NVIDIA CORPORATION
-$1.2M
146,492
-5%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.1M
32,564
-60%
增持
FISV
FISERV INC
+$1.0M
33,489
+0%
增持
HASI
HA SUSTAINABLE INFRA CAP INC
+$1.0M
186,224
+2%
增持
ABT
ABBOTT LABS
+$985.6K
72,343
+4%
减持
FSLR
FIRST SOLAR INC
+$980.7K
48,580
-2%
增持
BSJT
INVESCO EXCH TRD SLF IDX FD
+$978.4K
246,294
+17%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$917.8K
43,010
+3%
增持
GEV
GE VERNOVA INC
+$905.6K
8,640
+14%
减持
SYY
SYSCO CORP
-$861.8K
14,093
-49%
减持
ABBV
ABBVIE INC
+$816.1K
31,478
-0%
增持
WY
WEYERHAEUSER CO MTN BE
+$765.8K
135,120
+1%
增持
DHR
DANAHER CORPORATION
+$700.1K
16,870
+6%
增持
ZTS
ZOETIS INC
+$693.8K
27,461
+2%
增持
MSFT
MICROSOFT CORP
+$677.2K
20,664
+12%
增持
EIX
EDISON INTL
+$662.3K
42,730
+0%
减持
CWH
CAMPING WORLD HLDGS INC
-$645.4K
89,256
-43%
增持
PWR
QUANTA SVCS INC
+$635.6K
9,184
+11%
增持
—
EATON CORP PLC
+$619.0K
9,956
+16%
增持
CLF
CLEVELAND-CLIFFS INC NEW
-$614.8K
868,670
+14%
增持
GOOGL
ALPHABET INC
-$595.5K
40,934
+1%
增持
WSM
WILLIAMS SONOMA INC
+$570.0K
40,195
+101%
减持
AMAT
APPLIED MATLS INC
-$560.6K
14,952
-1%
减持
BA
BOEING CO
-$557.9K
4,982
-31%
增持
GOOG
ALPHABET INC
-$542.9K
34,659
+0%
减持
CVS
CVS HEALTH CORP
-$535.7K
5,691
-62%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$498.4K
117,482
+25%
增持
JNJ
JOHNSON & JOHNSON
+$477.5K
25,391
+2%
增持
XYL
XYLEM INC
+$456.7K
18,750
+23%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$443.1K
312,884
+4%
增持
AMZN
AMAZON COM INC
-$420.5K
63,980
+0%
增持
BDX
BECTON DICKINSON & CO
+$396.1K
22,222
+5%
增持
CSCO
CISCO SYS INC
+$394.8K
63,320
+1%
减持
GE
GE AEROSPACE
+$393.0K
15,860
-3%
减持
JPM
JPMORGAN CHASE & CO.
+$364.6K
66,599
-2%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$345.9K
22,779
+1%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$344.0K
313,629
+2%
增持
F
FORD MTR CO
-$332.0K
514,445
+12%
减持
PI
IMPINJ INC
+$329.4K
7,140
-8%
增持
AMD
ADVANCED MICRO DEVICES INC
+$328.5K
19,026
+10%
清仓
INTC
INTEL CORP
-$319.1K
0
-100%
增持
PRU
PRUDENTIAL FINL INC
+$302.1K
50,173
+2%
增持
J
JACOBS SOLUTIONS INC
-$278.8K
37,090
+1%
增持
DE
DEERE & CO
+$265.2K
5,897
+0%
增持
BSJU
INVESCO EXCH TRD SLF IDX FD
+$248.7K
30,256
+40%
增持
AVGO
BROADCOM INC
+$246.8K
71,399
+850%
清仓
CTVA
CORTEVA INC
-$241.1K
0
-100%
清仓
TIP
ISHARES TR
-$240.3K
0
-100%
清仓
V
VISA INC
-$231.8K
0
-100%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$229.2K
172,924
+4%
增持
—
BROOKFIELD RENEWABLE PARTNER
+$227.3K
53,708
+3%
减持
PNW
PINNACLE WEST CAP CORP
+$221.9K
18,395
-0%
减持
THO
THOR INDS INC
+$211.9K
18,728
-5%
建仓
TSLA
TESLA INC
+$205.4K
785
清仓
WFC
WELLS FARGO CO NEW
-$201.9K
0
-100%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$197.8K
26,129
-27%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$192.3K
187,504
+2%
减持
COST
COSTCO WHSL CORP NEW
+$177.6K
11,470
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$170.7K
3,497
-1%
减持
KMI
KINDER MORGAN INC DEL
+$168.8K
84,995
-1%
减持
CVX
CHEVRON CORP NEW
-$165.0K
17,515
-0%
增持
FDX
FEDEX CORP
-$159.1K
12,387
+5%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$159.1K
267,508
-3%
减持
DCI
DONALDSON INC
+$152.2K
83,245
-0%
减持
SHW
SHERWIN WILLIAMS CO
+$151.6K
1,875
-1%
减持
IGHG
PROSHARES TR
-$150.8K
2,600
-43%
增持
TTEK
TETRA TECH INC NEW
+$148.8K
36,330
+375%
减持
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$139.5K
308,774
-4%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$121.7K
174,420
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$109.2K
36,241
+0%
增持
EWBC
EAST WEST BANCORP INC
+$108.1K
10,755
+1%
减持
STM
STMICROELECTRONICS N V
-$101.1K
9,219
-3%
减持
T
AT&T INC
+$98.4K
61,674
-6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$95.2K
45,631
-16%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$88.3K
1,540
-26%
减持
WAT
WATERS CORP
+$74.4K
1,279
-4%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$74.1K
5,143
-3%
增持
NOC
NORTHROP GRUMMAN CORP
+$73.8K
778
+1%
增持
WDAY
WORKDAY INC
+$72.7K
2,895
+2%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$71.7K
36,354
+9%
增持
EMR
EMERSON ELEC CO
+$68.9K
5,775
+13%
减持
PFE
PFIZER INC
-$68.8K
89,065
-6%
减持
DLR
DIGITAL RLTY TR INC
-$64.0K
6,054
-12%
减持
LLY
ELI LILLY & CO
-$63.1K
450
-12%
减持
ALB
ALBEMARLE CORP
-$60.7K
2,405
-20%
减持
TNC
TENNANT CO
-$55.5K
18,824
-1%
减持
ERII
ENERGY RECOVERY INC
+$55.5K
16,433
-5%
减持
SBUX
STARBUCKS CORP
+$40.9K
3,765
-10%
减持
ISRG
INTUITIVE SURGICAL INC
+$40.6K
1,354
-4%
减持
EQAL
INVESCO EXCH TRADED FD TR II
+$30.5K
32,533
-6%
增持
HON
HONEYWELL INTL INC
+$29.7K
21,438
+4%
增持
ROP
ROPER TECHNOLOGIES INC
+$28.9K
8,879
+2%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$28.1K
122,607
-2%
增持
—
CRISPR THERAPEUTICS AG
-$19.2K
6,312
+8%
减持
IYJ
ISHARES TR
+$17.9K
2,725
-6%
减持
CLH
CLEAN HARBORS INC
-$14.4K
6,297
-7%
减持
XLF
SELECT SECTOR SPDR TR
+$12.9K
8,353
-6%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$12.0K
17,067
-5%
减持
XLB
SELECT SECTOR SPDR TR
+$9.9K
3,736
-6%
减持
ECL
ECOLAB INC
+$6.5K
1,516
-5%
减持
IBB
ISHARES TR
-$1.5K
2,600
-6%
