小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 116 项
建仓 7
增持 37
减持 63
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
CLF
CLEVELAND-CLIFFS INC NEW
-$3.2M
836,254
-4%
减持
AVGO
BROADCOM INC
+$3.1M
66,346
-7%
增持
FSLR
FIRST SOLAR INC
-$3.0M
51,856
+7%
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
+$2.4M
65,425
+2%
减持
NEE
NEXTERA ENERGY INC
-$2.3M
150,528
-3%
减持
HASI
HA SUSTAINABLE INFRA CAP INC
-$2.2M
156,104
-16%
清仓
CWH
CAMPING WORLD HLDGS INC
-$2.2M
0
-100%
增持
LLY
ELI LILLY & CO
+$2.1M
3,241
+620%
增持
BSJU
INVESCO EXCH TRD SLF IDX FD
+$1.7M
98,090
+224%
减持
JPM
JPMORGAN CHASE & CO.
+$1.6M
65,433
-2%
减持
QCOM
QUALCOMM INC
-$1.5M
85,338
-1%
增持
GOOGL
ALPHABET INC
+$1.4M
43,042
+5%
减持
F
FORD MTR CO
-$1.3M
413,580
-20%
减持
ABBV
ABBVIE INC
-$1.3M
27,556
-12%
减持
AAPL
APPLE INC
+$1.2M
84,931
-1%
减持
ZTS
ZOETIS INC
-$1.2M
25,556
-7%
增持
LOW
LOWES COS INC
-$1.1M
49,198
+0%
减持
WSM
WILLIAMS SONOMA INC
+$1.1M
39,686
-1%
增持
ULTA
ULTA BEAUTY INC
+$1.1M
7,006
+37%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$1.0M
42,153
-2%
减持
PFE
PFIZER INC
-$977.0K
60,330
-32%
增持
BSJT
INVESCO EXCH TRD SLF IDX FD
+$960.2K
296,536
+20%
减持
PI
IMPINJ INC
-$931.9K
4,227
-41%
减持
AMTM
AMENTUM HOLDINGS INC
-$926.3K
12,830
-65%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$902.2K
228,979
-14%
减持
WY
WEYERHAEUSER CO MTN BE
-$896.7K
130,673
-3%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$781.3K
85,370
+135%
减持
GOOG
ALPHABET INC
+$777.5K
34,510
-0%
减持
DCI
DONALDSON INC
-$776.9K
79,559
-4%
增持
URI
UNITED RENTALS INC
-$741.0K
7,115
+0%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$739.9K
0
-100%
增持
DHR
DANAHER CORPORATION
-$735.7K
17,227
+2%
减持
NVDA
NVIDIA CORPORATION
+$707.4K
137,742
-6%
增持
XYL
XYLEM INC
+$688.9K
27,760
+48%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$686.3K
157,911
+34%
建仓
DRI
DARDEN RESTAURANTS INC
+$667.4K
3,575
减持
SYY
SYSCO CORP
-$611.2K
6,394
-55%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$602.8K
22,901
+1%
减持
FISV
FISERV INC
+$588.2K
32,151
-4%
增持
AMAT
APPLIED MATLS INC
-$585.3K
14,977
+0%
减持
OKE
ONEOK INC NEW
+$578.6K
140,369
-5%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$577.8K
346,464
+11%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$569.7K
95,018
-23%
减持
TTEK
TETRA TECH INC NEW
-$556.1K
29,048
-20%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$551.8K
0
-100%
增持
IQV
IQVIA HLDGS INC
-$549.8K
17,629
+4%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$519.0K
341,001
+9%
减持
CLH
CLEAN HARBORS INC
-$503.7K
4,425
-30%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$434.2K
329,816
+7%
增持
AMD
ADVANCED MICRO DEVICES INC
-$433.8K
22,253
+17%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$424.9K
196,869
+14%
减持
TNC
TENNANT CO
-$415.6K
17,077
-9%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$412.9K
0
-100%
减持
GEV
GE VERNOVA INC
+$400.1K
7,914
-8%
减持
HON
HONEYWELL INTL INC
+$394.2K
21,363
-0%
清仓
ECL
ECOLAB INC
-$387.1K
0
-100%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$372.4K
210,010
+12%
减持
ISRG
INTUITIVE SURGICAL INC
-$361.4K
582
-57%
清仓
CVS
CVS HEALTH CORP
-$357.8K
0
-100%
减持
—
BROOKFIELD RENEWABLE PARTNER
-$354.0K
50,878
-5%
减持
CSCO
CISCO SYS INC
+$345.9K
62,767
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$343.8K
69,966
+93%
减持
USB
US BANCORP DEL
+$340.8K
205,736
-1%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$333.6K
192,758
+11%
减持
KMI
KINDER MORGAN INC DEL
+$309.1K
79,805
-6%
减持
THO
THOR INDS INC
-$302.7K
18,340
-2%
增持
GE
GE AEROSPACE
-$290.6K
16,190
+2%
清仓
ERII
ENERGY RECOVERY INC
-$285.8K
0
-100%
减持
BA
BOEING CO
-$281.9K
2,687
-46%
增持
EIX
EDISON INTL
-$274.3K
43,175
+1%
清仓
STM
STMICROELECTRONICS N V
-$274.1K
0
-100%
减持
CMI
CUMMINS INC
+$265.2K
25,736
-4%
增持
DE
DEERE & CO
+$261.3K
6,425
+9%
增持
J
JACOBS SOLUTIONS INC
+$254.8K
38,242
+3%
减持
WAT
WATERS CORP
-$248.8K
570
-55%
建仓
WFC
WELLS FARGO CO NEW
+$238.7K
3,399
减持
—
EATON CORP PLC
-$237.7K
9,227
-7%
建仓
SHOP
SHOPIFY INC
+$228.6K
2,150
清仓
ALB
ALBEMARLE CORP
-$227.8K
0
-100%
建仓
VRT
VERTIV HOLDINGS CO
+$212.5K
1,870
建仓
V
VISA INC
+$212.1K
671
减持
BX
BLACKSTONE INC
+$210.8K
37,997
-8%
建仓
HD
HOME DEPOT INC
+$210.1K
540
增持
MSFT
MICROSOFT CORP
+$195.4K
21,559
+4%
增持
BDX
BECTON DICKINSON & CO
-$180.6K
22,820
+3%
增持
ABT
ABBOTT LABS
+$163.1K
74,361
+3%
减持
NFLX
NETFLIX INC
+$153.9K
1,235
-7%
减持
EQAL
INVESCO EXCH TRADED FD TR II
-$151.5K
29,632
-9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$130.6K
38,143
-1%
减持
CVX
CHEVRON CORP NEW
-$120.1K
16,980
-3%
增持
EMR
EMERSON ELEC CO
+$112.6K
6,005
+4%
增持
ROP
ROPER TECHNOLOGIES INC
-$104.5K
9,303
+5%
减持
LH
LABCORP HOLDINGS INC
+$101.6K
28,489
-1%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$100.7K
12,816
减持
PWR
QUANTA SVCS INC
-$98.6K
8,352
-9%
减持
UNH
UNITEDHEALTH GROUP INC
-$90.1K
475
-16%
增持
GLW
CORNING INC
+$80.1K
24,826
+2%
减持
TSLA
TESLA INC
+$79.3K
705
-10%
减持
PNW
PINNACLE WEST CAP CORP
-$74.5K
18,345
-0%
减持
XLB
SELECT SECTOR SPDR TR
-$69.6K
3,452
-8%
减持
IBB
ISHARES TR
-$66.4K
2,361
-9%
减持
—
CRISPR THERAPEUTICS AG
-$54.4K
6,152
-3%
减持
COST
COSTCO WHSL CORP NEW
+$48.0K
11,150
-3%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$47.5K
15,927
-7%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$44.5K
40,956
-10%
减持
T
AT&T INC
-$38.0K
57,921
-6%
增持
NOC
NORTHROP GRUMMAN CORP
-$37.3K
796
+2%
减持
SBUX
STARBUCKS CORP
-$34.4K
3,645
-3%
减持
IYJ
ISHARES TR
-$32.0K
2,488
-9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$26.7K
3,492
-0%
减持
FDX
FEDEX CORP
-$25.1K
11,961
-3%
增持
PRU
PRUDENTIAL FINL INC
-$19.3K
51,098
+2%
减持
DLR
DIGITAL RLTY TR INC
+$17.6K
5,624
-7%
减持
XLF
SELECT SECTOR SPDR TR
-$17.0K
7,480
-10%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$11.0K
1,226
-20%
增持
JNJ
JOHNSON & JOHNSON
+$442
28,456
+12%
