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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 137 项
建仓 11
增持 47
减持 74
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$5.4M
93,299
+4%
减持
CLF
CLEVELAND-CLIFFS INC NEW
+$4.2M
1,003,105
-5%
增持
GOOGL
ALPHABET INC
+$3.9M
56,353
+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
FSLR
FIRST SOLAR INC
+$3.8M
69,813
+0%
减持
NVDA
NVIDIA CORPORATION
+$3.3M
138,026
-3%
减持
GOOG
ALPHABET INC
+$2.7M
41,168
-0%
增持
IQV
IQVIA HLDGS INC
+$2.4M
48,898
+12%
建仓
CRM
SALESFORCE INC
+$2.3M
9,523
减持
CMI
CUMMINS INC
+$2.2M
24,249
-1%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$1.9M
23,050
减持
ZTS
ZOETIS INC
-$1.9M
23,253
-32%
增持
FISV
FISERV INC
+$1.8M
64,401
+72%
减持
URI
UNITED RENTALS INC
+$1.7M
10,467
-5%
增持
EXPE
EXPEDIA GROUP INC
+$1.7M
26,249
+12%
增持
BSJU
INVESCO EXCH TRD SLF IDX FD
+$1.6M
218,401
+40%
增持
LOW
LOWES COS INC
+$1.6M
53,837
+0%
增持
MSFT
MICROSOFT CORP
+$1.4M
54,076
+1%
增持
NEE
NEXTERA ENERGY INC
+$1.4M
182,855
+3%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$1.3M
26,236
-2%
减持
AVGO
BROADCOM INC
+$1.3M
54,297
-10%
减持
ABBV
ABBVIE INC
+$1.2M
26,029
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$1.1M
62,370
-3%
减持
WSM
WILLIAMS SONOMA INC
+$1.0M
31,740
-0%
增持
LLY
ELI LILLY & CO
+$982.7K
6,242
+29%
减持
AMZN
AMAZON COM INC
-$964.7K
76,586
-6%
增持
QCOM
QUALCOMM INC
+$947.7K
96,457
+2%
增持
J
JACOBS SOLUTIONS INC
+$926.3K
49,007
+0%
减持
JNJ
JOHNSON & JOHNSON
+$907.7K
27,999
-0%
增持
GLW
CORNING INC
+$853.0K
27,124
+4%
减持
DCI
DONALDSON INC
+$849.1K
76,672
-2%
减持
BX
BLACKSTONE INC
+$839.8K
43,560
-1%
增持
XYL
XYLEM INC
+$835.5K
43,332
+1%
减持
COST
COSTCO WHSL CORP NEW
-$764.7K
10,567
-1%
增持
UBER
UBER TECHNOLOGIES INC
+$741.4K
27,518
+31%
增持
USB
US BANCORP DEL
+$720.0K
232,185
+0%
建仓
BSJV
INVESCO EXCH TRD SLF IDX FD
+$651.7K
24,325
减持
WY
WEYERHAEUSER CO MTN BE
-$640.1K
176,108
-10%
减持
LH
LABCORP HOLDINGS INC
+$601.2K
31,439
-2%
减持
HASI
HA SUSTAINABLE INFRA CAP INC
+$594.2K
163,577
-1%
增持
OKE
ONEOK INC NEW
+$590.9K
191,627
+17%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$537.8K
59,596
-28%
增持
SHOP
SHOPIFY INC
+$511.1K
5,085
+140%
减持
PWR
QUANTA SVCS INC
+$508.1K
16,865
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$504.4K
34,667
-1%
增持
AMAT
APPLIED MATLS INC
+$491.8K
21,004
+1%
减持
IEF
ISHARES TR
-$491.5K
3,444
-60%
减持
AMD
ADVANCED MICRO DEVICES INC
+$455.2K
31,096
-4%
增持
ROP
ROPER TECHNOLOGIES INC
-$455.1K
10,545
+5%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$449.4K
287,562
+8%
增持
BSJT
INVESCO EXCH TRD SLF IDX FD
+$428.9K
356,720
+6%
增持
HON
HONEYWELL INTL INC
-$426.4K
20,488
+1%
清仓
VTV
VANGUARD INDEX FDS
-$425.2K
0
-100%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$421.7K
304,914
+7%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$419.5K
58,047
+75%
增持
FDX
FEDEX CORP
+$409.8K
17,187
+7%
增持
—
CRISPR THERAPEUTICS AG
+$397.4K
11,560
+60%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$387.0K
42,157
-14%
减持
BDX
BECTON DICKINSON & CO
+$379.3K
27,767
-1%
减持
GE
GE AEROSPACE
+$366.1K
12,921
-6%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$350.1K
30,170
-36%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$343.0K
204,342
+10%
清仓
TXN
TEXAS INSTRS INC
-$334.7K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$334.3K
19,109
-26%
增持
TSLA
TESLA INC
+$296.6K
1,404
+36%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$294.7K
368,478
+4%
减持
EIX
EDISON INTL
-$288.2K
11,135
-36%
清仓
ISRG
INTUITIVE SURGICAL INC
-$286.4K
0
-100%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$280.0K
192,633
-7%
增持
DE
DEERE & CO
-$277.3K
5,860
+1%
减持
ULTA
ULTA BEAUTY INC
+$268.6K
5,465
-6%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$256.7K
345,299
+3%
建仓
QUIK
QUICKLOGIC CORP
+$247.6K
40,862
清仓
—
EXXON MOBIL CORP
-$237.5K
0
-100%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$233.9K
256,556
+5%
减持
AGGY
WISDOMTREE TR
-$231.7K
9,639
-36%
建仓
APH
AMPHENOL CORP NEW
+$223.6K
1,807
减持
TTEK
TETRA TECH INC NEW
-$214.4K
81,760
-0%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$209.0K
4,973
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$205.9K
5,207
建仓
ORCL
ORACLE CORP
+$204.5K
727
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$204.3K
1,120
清仓
WAT
WATERS CORP
-$201.4K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$195.1K
76,960
+2%
减持
ABT
ABBOTT LABS
-$180.3K
79,954
-0%
减持
MA
MASTERCARD INCORPORATED
-$142.5K
679
-28%
增持
PRU
PRUDENTIAL FINL INC
-$141.6K
74,983
+2%
增持
DHR
DANAHER CORPORATION
+$136.5K
25,742
+2%
增持
—
BROOKFIELD RENEWABLE PARTNER
+$131.9K
63,537
+8%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$125.8K
7,417
-25%
减持
T
AT&T INC
-$124.2K
44,979
-7%
减持
PI
IMPINJ INC
+$114.9K
3,585
-25%
减持
CMF
ISHARES TR
-$111.9K
3,997
-34%
减持
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$110.5K
311,239
-2%
减持
THO
THOR INDS INC
-$106.1K
6,259
-26%
减持
IVV
ISHARES TR
+$98.9K
3,004
-2%
减持
CVX
CHEVRON CORP NEW
+$98.2K
14,479
-4%
减持
TNC
TENNANT CO
-$96.9K
19,470
-10%
减持
CSCO
CISCO SYS INC
-$95.6K
59,523
-1%
减持
GEV
GE VERNOVA INC
+$94.9K
5,605
-12%
减持
CLH
CLEAN HARBORS INC
-$93.4K
3,970
-10%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$83.6K
1,068
+13%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$81.9K
45,040
-1%
减持
META
META PLATFORMS INC
-$71.6K
798
-10%
增持
KMI
KINDER MORGAN INC DEL
+$68.6K
126,655
+6%
减持
VRT
VERTIV HOLDINGS CO
+$64.7K
3,055
-1%
减持
—
EATON CORP PLC
+$62.2K
12,950
-3%
减持
XEL
XCEL ENERGY INC
+$59.8K
9,920
-9%
建仓
—
INNOVIZ TECHNOLOGIES LTD
+$53.0K
26,000
减持
EWBC
EAST WEST BANCORP INC
+$48.5K
11,075
-1%
减持
HD
HOME DEPOT INC
-$42.7K
647
-22%
减持
PM
PHILIP MORRIS INTL INC
-$41.9K
1,844
-1%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$41.1K
14,469
-2%
减持
EQAL
INVESCO EXCH TRADED FD TR II
+$39.0K
26,409
-3%
增持
DRI
DARDEN RESTAURANTS INC
-$37.5K
4,280
+9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$35.3K
4,477
-5%
减持
IBB
ISHARES TR
+$35.2K
2,246
-2%
减持
PFE
PFIZER INC
-$32.3K
70,300
-7%
建仓
VUZI
VUZIX CORP
+$31.3K
10,000
增持
PNW
PINNACLE WEST CAP CORP
+$24.6K
23,535
+1%
减持
SBUX
STARBUCKS CORP
-$21.9K
2,990
-0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$21.0K
3,913
+3%
减持
LRGF
ISHARES TR
+$20.2K
5,375
-2%
减持
PG
PROCTER AND GAMBLE CO
-$19.1K
1,965
-2%
增持
EMR
EMERSON ELEC CO
-$13.0K
6,467
+0%
减持
VEEV
VEEVA SYS INC
-$12.9K
728
-9%
增持
WFC
WELLS FARGO CO NEW
+$12.9K
3,468
+0%
减持
SYY
SYSCO CORP
+$12.8K
4,941
-5%
增持
SHW
SHERWIN WILLIAMS CO
+$12.4K
1,895
+1%
减持
BN
BROOKFIELD CORP
+$10.9K
3,574
-6%
减持
GSLC
GOLDMAN SACHS ETF TR
+$9.2K
3,760
-5%
减持
F
FORD MTR CO
+$8.7K
82,545
-8%
减持
BA
BOEING CO
-$7.3K
2,502
-4%
减持
QQQ
INVESCO QQQ TR
+$6.6K
360
-5%
增持
WDAY
WORKDAY INC
+$5.7K
2,910
+1%
减持
XLB
SELECT SECTOR SPDR TR
-$3.0K
3,353
-3%
减持
XLF
SELECT SECTOR SPDR TR
-$1.9K
6,357
-3%
减持
IYJ
ISHARES TR
+$711
2,187
-2%
