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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 144 项
建仓 12
增持 70
减持 51
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$16.4M
53,411
+97%
增持
NVDA
NVIDIA CORPORATION
+$7.1M
142,312
+0%
减持
AVGO
BROADCOM INC
+$6.3M
60,353
-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。
增持
AMZN
AMAZON COM INC
+$3.9M
81,046
+11%
增持
JPM
JPMORGAN CHASE & CO.
+$3.6M
64,092
+5%
增持
FSLR
FIRST SOLAR INC
+$3.5M
69,810
+9%
增持
PANW
PALO ALTO NETWORKS INC
+$3.0M
75,623
+4%
增持
GOOGL
ALPHABET INC
+$2.9M
55,653
+25%
增持
URI
UNITED RENTALS INC
+$2.6M
11,044
+21%
增持
PWR
QUANTA SVCS INC
+$2.4M
17,142
+8%
增持
EXPE
EXPEDIA GROUP INC
+$2.1M
23,377
+114%
减持
IVV
ISHARES TR
-$2.0M
3,079
-56%
减持
F
FORD MTR CO
-$2.0M
90,185
-70%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.8M
82,883
-49%
减持
GSLC
GOLDMAN SACHS ETF TR
-$1.8M
3,960
-81%
建仓
KLAC
KLA CORP
+$1.8M
2,000
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.5M
32,247
+9%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$1.4M
26,692
+5%
增持
AMAT
APPLIED MATLS INC
+$1.3M
20,804
+22%
增持
—
EATON CORP PLC
+$1.3M
13,402
+5%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.3M
49,150
-31%
减持
GEV
GE VERNOVA INC
+$1.3M
6,334
-7%
减持
IEF
ISHARES TR
-$1.3M
8,600
-61%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.2M
34,894
-4%
增持
UBER
UBER TECHNOLOGIES INC
+$1.2M
20,949
+99%
增持
AAPL
APPLE INC
-$1.2M
89,398
+2%
增持
USB
US BANCORP DEL
+$1.1M
232,077
+5%
增持
J
JACOBS SOLUTIONS INC
+$1.1M
48,824
+12%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.1M
25,840
-32%
增持
BX
BLACKSTONE INC
+$1.1M
44,140
+12%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$1.1M
265,220
+26%
增持
QCOM
QUALCOMM INC
+$1.1M
94,807
+4%
增持
LH
LABCORP HOLDINGS INC
+$1.0M
32,089
+1%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$1.0M
285,523
+20%
增持
BDX
BECTON DICKINSON & CO
-$989.1K
27,970
+10%
减持
JNJ
JOHNSON & JOHNSON
-$977.7K
28,045
-12%
增持
WSM
WILLIAMS SONOMA INC
+$928.5K
31,830
+18%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$915.1K
185,362
+40%
增持
ABT
ABBOTT LABS
+$874.0K
80,063
+6%
增持
BSJU
INVESCO EXCH TRD SLF IDX FD
+$839.8K
156,243
+23%
清仓
PRFZ
INVESCO EXCHANGE TRADED FD T
-$793.1K
0
-100%
减持
GOOG
ALPHABET INC
+$783.9K
41,194
-1%
建仓
XEL
XCEL ENERGY INC
+$740.2K
10,870
减持
CVX
CHEVRON CORP NEW
-$689.8K
15,017
-12%
增持
PRU
PRUDENTIAL FINL INC
+$680.9K
73,719
+14%
增持
CLF
CLEVELAND-CLIFFS INC NEW
-$640.5K
1,055,365
+0%
增持
OKE
ONEOK INC NEW
-$625.7K
164,059
+16%
增持
KMI
KINDER MORGAN INC DEL
+$614.9K
119,625
+18%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$605.7K
245,436
+14%
增持
NFLX
NETFLIX INC
+$599.6K
1,461
+0%
清仓
GSSC
GOLDMAN SACHS ETF TR
-$555.4K
0
-100%
减持
AGGY
WISDOMTREE TR
-$554.8K
15,091
-46%
减持
GE
GE AEROSPACE
+$551.6K
13,679
-8%
增持
BSJT
INVESCO EXCH TRD SLF IDX FD
+$550.9K
337,617
+6%
增持
NEE
NEXTERA ENERGY INC
+$550.1K
178,189
+7%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$549.9K
45,655
-2%
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$548.7K
33,195
增持
DCI
DONALDSON INC
+$541.2K
78,248
+7%
清仓
QUAL
ISHARES TR
-$504.3K
0
-100%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$502.1K
9,907
减持
THO
THOR INDS INC
-$476.5K
8,502
-48%
减持
TTEK
TETRA TECH INC NEW
+$473.6K
81,856
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$428.0K
4,706
-8%
增持
LOW
LOWES COS INC
-$425.9K
53,602
+1%
建仓
VTV
VANGUARD INDEX FDS
+$425.2K
2,406
减持
XYL
XYLEM INC
+$424.1K
42,950
-0%
增持
CMI
CUMMINS INC
+$405.1K
24,530
+1%
增持
WY
WEYERHAEUSER CO MTN BE
+$399.8K
194,853
+24%
减持
GSIE
GOLDMAN SACHS ETF TR
-$398.8K
7,904
-60%
增持
ABBV
ABBVIE INC
+$391.8K
26,237
+23%
减持
COST
COSTCO WHSL CORP NEW
+$385.8K
10,653
-1%
减持
ROP
ROPER TECHNOLOGIES INC
-$346.0K
10,080
-2%
减持
EIX
EDISON INTL
-$345.3K
17,515
-17%
增持
HASI
HA SUSTAINABLE INFRA CAP INC
-$344.0K
164,840
+1%
增持
—
BROOKFIELD RENEWABLE PARTNER
+$330.2K
59,062
+11%
增持
PNW
PINNACLE WEST CAP CORP
+$320.1K
23,310
+26%
减持
CSCO
CISCO SYS INC
+$311.3K
60,078
-4%
增持
BA
BOEING CO
+$306.5K
2,612
+85%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$300.6K
355,613
+2%
增持
IQV
IQVIA HLDGS INC
+$299.4K
43,491
+17%
清仓
MOAT
VANECK ETF TRUST
-$289.3K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$287.7K
0
-100%
增持
TNC
TENNANT CO
+$287.5K
21,620
+24%
清仓
SRLN
SSGA ACTIVE ETF TR
-$260.3K
0
-100%
增持
LLY
ELI LILLY & CO
+$242.6K
4,849
+13%
增持
GLW
CORNING INC
+$242.4K
26,089
+6%
清仓
GAL
SSGA ACTIVE ETF TR
-$237.0K
0
-100%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$235.0K
47,116
-19%
清仓
COR
CENCORA INC
-$234.1K
0
-100%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$233.4K
3,813
建仓
BKNG
BOOKING HOLDINGS INC
+$231.6K
40
建仓
VEEV
VEEVA SYS INC
+$229.8K
798
清仓
APH
AMPHENOL CORP NEW
-$221.8K
0
-100%
减持
HON
HONEYWELL INTL INC
+$217.6K
20,350
-5%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$214.7K
948
清仓
—
AON PLC
-$211.5K
0
-100%
建仓
QQQ
INVESCO QQQ TR
+$209.5K
380
建仓
GLD
SPDR GOLD TR
+$209.1K
686
减持
T
AT&T INC
-$206.5K
48,184
-15%
清仓
MMM
3M CO
-$205.6K
0
-100%
建仓
IGHG
PROSHARES TR
+$203.7K
2,600
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$176.3K
334,525
+1%
增持
EMR
EMERSON ELEC CO
+$176.1K
6,460
+3%
减持
ULTA
ULTA BEAUTY INC
+$168.7K
5,813
-16%
减持
DE
DEERE & CO
+$168.0K
5,815
-2%
增持
EWBC
EAST WEST BANCORP INC
+$160.6K
11,195
+4%
增持
META
META PLATFORMS INC
+$158.6K
891
+3%
减持
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$154.1K
316,978
-3%
减持
CLH
CLEAN HARBORS INC
+$142.8K
4,392
-1%
增持
—
CRISPR THERAPEUTICS AG
+$130.3K
7,232
+11%
增持
PI
IMPINJ INC
+$125.0K
4,800
+7%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$106.2K
14,809
+2%
增持
DHR
DANAHER CORPORATION
+$99.5K
25,145
+6%
减持
SYY
SYSCO CORP
-$98.6K
5,202
-21%
减持
—
ASTRAZENECA PLC
-$98.2K
6,085
-15%
减持
PG
PROCTER AND GAMBLE CO
-$82.0K
2,015
-15%
减持
CMF
ISHARES TR
-$75.7K
6,098
-17%
增持
TSLA
TESLA INC
+$61.1K
1,032
+0%
减持
BN
BROOKFIELD CORP
-$60.6K
3,787
-33%
增持
FDX
FEDEX CORP
+$60.5K
16,027
+9%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$60.1K
207,372
+1%
增持
FISV
FISERV INC
-$59.3K
37,529
+27%
增持
EQAL
INVESCO EXCH TRADED FD TR II
+$57.9K
27,096
+0%
减持
—
EXXON MOBIL CORP
-$50.1K
2,203
-9%
减持
V
VISA INC
-$40.9K
684
-16%
增持
ZTS
ZOETIS INC
+$39.5K
34,012
+6%
减持
SHOP
SHOPIFY INC
+$39.3K
2,120
-1%
减持
SBUX
STARBUCKS CORP
-$36.1K
3,000
-5%
增持
WFC
WELLS FARGO CO NEW
+$33.8K
3,467
+2%
减持
DRI
DARDEN RESTAURANTS INC
+$32.6K
3,910
-1%
增持
IYJ
ISHARES TR
+$30.3K
2,237
+1%
减持
IAU
ISHARES GOLD TR
-$30.1K
9,717
-10%
减持
TXN
TEXAS INSTRS INC
+$22.9K
1,612
-7%
减持
CME
CME GROUP INC
-$22.4K
938
-11%
增持
XLF
SELECT SECTOR SPDR TR
+$20.4K
6,576
+1%
减持
LRGF
ISHARES TR
+$17.7K
5,475
-5%
减持
HD
HOME DEPOT INC
-$16.4K
832
-5%
减持
PM
PHILIP MORRIS INTL INC
+$14.1K
1,872
-9%
增持
PFE
PFIZER INC
+$13.8K
75,230
+5%
减持
ISRG
INTUITIVE SURGICAL INC
+$13.0K
527
-5%
增持
XLB
SELECT SECTOR SPDR TR
+$8.0K
3,456
+1%
减持
VRME
VERIFYME INC
+$7.0K
126,675
-3%
减持
MA
MASTERCARD INCORPORATED
+$4.5K
940
-2%
增持
IBB
ISHARES TR
-$1.5K
2,284
+1%
