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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 139 项
建仓 6
增持 66
减持 57
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
KMB
KIMBERLY-CLARK CORP
+$9.7M
33,005
减持
FISV
FISERV INC
-$6.3M
30,407
-53%
增持
IVV
ISHARES TR
+$3.5M
8,024
+167%
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
KLAC
KLA CORP
+$2.7M
4,000
+100%
增持
CRM
SALESFORCE INC
+$2.4M
17,394
+83%
减持
GOOG
ALPHABET INC
+$2.0M
38,286
-7%
减持
LLY
ELI LILLY & CO
+$1.8M
6,086
-2%
减持
ABBV
ABBVIE INC
-$1.6M
19,507
-25%
减持
IQV
IQVIA HLDGS INC
+$1.5M
48,019
-2%
增持
MSFT
MICROSOFT CORP
-$1.4M
54,968
+2%
减持
EXPE
EXPEDIA GROUP INC
+$1.4M
24,797
-6%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.4M
0
-100%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$1.4M
37,643
-16%
减持
FSLR
FIRST SOLAR INC
+$1.3M
64,059
-8%
增持
UBER
UBER TECHNOLOGIES INC
+$1.3M
49,331
+79%
减持
CMI
CUMMINS INC
+$1.3M
22,664
-7%
减持
AMD
ADVANCED MICRO DEVICES INC
+$1.3M
29,615
-5%
增持
URI
UNITED RENTALS INC
-$1.3M
10,749
+3%
增持
PRU
PRUDENTIAL FINL INC
+$1.3M
80,330
+7%
增持
OKE
ONEOK INC NEW
+$1.2M
206,515
+8%
增持
BSJV
INVESCO EXCH TRD SLF IDX FD
+$1.2M
68,348
+181%
减持
USB
US BANCORP DEL
+$1.1M
231,758
-0%
减持
ABT
ABBOTT LABS
-$1.1M
76,500
-4%
增持
DHR
DANAHER CORPORATION
+$1.1M
27,190
+6%
减持
GOOGL
ALPHABET INC
+$1.1M
47,283
-16%
增持
PANW
PALO ALTO NETWORKS INC
-$1.1M
79,334
+3%
增持
CMF
ISHARES TR
+$1.0M
7,997
+100%
减持
AMAT
APPLIED MATLS INC
+$991.8K
20,593
-2%
增持
FDX
FEDEX CORP
+$930.6K
17,252
+0%
增持
NEE
NEXTERA ENERGY INC
+$913.2K
183,320
+0%
清仓
XEL
XCEL ENERGY INC
-$800.0K
0
-100%
增持
LH
LABCORP HOLDINGS INC
-$798.8K
32,789
+4%
减持
ULTA
ULTA BEAUTY INC
-$783.3K
3,644
-33%
减持
DE
DEERE & CO
-$771.2K
4,099
-30%
增持
TTEK
TETRA TECH INC NEW
+$706.1K
102,422
+25%
增持
BX
BLACKSTONE INC
+$648.9K
52,492
+21%
增持
BSJU
INVESCO EXCH TRD SLF IDX FD
+$624.8K
242,794
+11%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$624.2K
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
+$620.6K
30,106
+31%
减持
WY
WEYERHAEUSER CO MTN BE
-$618.9K
158,161
-10%
减持
ZTS
ZOETIS INC
-$604.3K
22,239
-4%
减持
ROP
ROPER TECHNOLOGIES INC
-$569.2K
10,535
-0%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$557.1K
91,362
+57%
减持
BDX
BECTON DICKINSON & CO
-$551.7K
23,937
-14%
增持
KMI
KINDER MORGAN INC DEL
+$545.7K
150,285
+19%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$533.5K
283,194
+10%
减持
TNC
TENNANT CO
-$524.3K
14,300
-27%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$521.9K
234,944
+15%
减持
JNJ
JOHNSON & JOHNSON
+$512.8K
27,564
-2%
减持
CSCO
CISCO SYS INC
+$506.3K
59,443
-0%
增持
XYL
XYLEM INC
-$478.5K
43,420
+0%
减持
NVDA
NVIDIA CORPORATION
-$459.9K
135,619
-2%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$427.8K
5,816
增持
HON
HONEYWELL INTL INC
+$427.6K
24,298
+19%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$409.6K
25,899
-1%
清仓
SYY
SYSCO CORP
-$406.8K
0
-100%
减持
QCOM
QUALCOMM INC
+$392.4K
96,107
-0%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$376.3K
0
-100%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$374.0K
307,038
+7%
增持
PFE
PFIZER INC
+$363.7K
86,545
+23%
增持
PWR
QUANTA SVCS INC
+$343.3K
17,373
+3%
建仓
ISRG
INTUITIVE SURGICAL INC
+$336.4K
594
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$324.7K
34,119
-2%
建仓
BND
VANGUARD BD INDEX FDS
+$324.6K
4,383
增持
WDAY
WORKDAY INC
+$290.7K
4,615
+59%
减持
BA
BOEING CO
-$283.4K
1,182
-53%
增持
LOW
LOWES COS INC
-$276.0K
54,958
+2%
减持
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$267.8K
300,632
-3%
增持
GEV
GE VERNOVA INC
+$260.5K
5,672
+1%
减持
AVGO
BROADCOM INC
+$260.3K
52,509
-3%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$254.3K
0
-100%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$250.6K
316,637
+4%
增持
SHW
SHERWIN WILLIAMS CO
+$247.2K
2,788
+47%
建仓
IEFA
ISHARES TR
+$243.3K
2,720
清仓
VEEV
VEEVA SYS INC
-$216.9K
0
-100%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$216.0K
379,636
+3%
建仓
MSB
MESABI TR
+$213.3K
5,540
增持
EIX
EDISON INTL
+$206.7K
13,700
+23%
清仓
ORCL
ORACLE CORP
-$204.5K
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$204.3K
0
-100%
增持
—
EATON CORP PLC
+$198.7K
15,840
+22%
增持
HASI
HA SUSTAINABLE INFRA CAP INC
+$194.2K
165,957
+1%
减持
CLF
CLEVELAND-CLIFFS INC NEW
-$188.5K
907,330
-10%
减持
DCI
DONALDSON INC
-$175.6K
68,802
-10%
减持
SHOP
SHOPIFY INC
-$174.6K
3,610
-29%
增持
GSLC
GOLDMAN SACHS ETF TR
+$174.2K
5,017
+33%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$169.0K
39,101
-7%
增持
NFLX
NETFLIX INC
-$142.7K
17,160
+1075%
增持
—
BROOKFIELD RENEWABLE PARTNER
+$142.6K
66,045
+4%
增持
T
AT&T INC
-$134.3K
45,729
+2%
增持
DRI
DARDEN RESTAURANTS INC
+$128.4K
5,125
+20%
增持
COST
COSTCO WHSL CORP NEW
-$122.9K
11,200
+6%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$117.0K
352,387
+2%
减持
GLW
CORNING INC
-$109.4K
24,161
-11%
增持
PG
PROCTER AND GAMBLE CO
+$109.4K
2,870
+46%
减持
AAPL
APPLE INC
-$105.8K
86,997
-7%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$100.1K
14,122
-26%
增持
BSJT
INVESCO EXCH TRD SLF IDX FD
+$93.7K
362,072
+2%
减持
AMZN
AMAZON COM INC
+$93.2K
73,257
-4%
减持
F
FORD MTR CO
+$92.5K
82,295
-0%
减持
JPM
JPMORGAN CHASE & CO.
-$89.5K
60,778
-3%
增持
—
CRISPR THERAPEUTICS AG
-$88.5K
12,600
+9%
增持
CVX
CHEVRON CORP NEW
+$83.7K
15,302
+6%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$81.6K
196,655
+2%
增持
GSIE
GOLDMAN SACHS ETF TR
+$80.5K
9,443
+19%
减持
GE
GE AEROSPACE
+$72.1K
12,853
-1%
增持
WSM
WILLIAMS SONOMA INC
+$70.8K
35,133
+11%
减持
QUIK
QUICKLOGIC CORP
-$68.2K
29,862
-27%
减持
IAU
ISHARES GOLD TR
+$66.6K
9,532
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$64.3K
1,193
+12%
减持
PI
IMPINJ INC
-$61.6K
3,370
-6%
增持
IBB
ISHARES TR
+$61.0K
2,283
+2%
减持
PNW
PINNACLE WEST CAP CORP
-$58.1K
23,135
-2%
减持
THO
THOR INDS INC
-$55.0K
5,785
-8%
清仓
—
INNOVIZ TECHNOLOGIES LTD
-$53.0K
0
-100%
增持
EMR
EMERSON ELEC CO
+$46.5K
6,742
+4%
减持
HD
HOME DEPOT INC
-$46.4K
627
-3%
减持
AGGY
WISDOMTREE TR
-$41.4K
8,748
-9%
增持
EQAL
INVESCO EXCH TRADED FD TR II
+$36.7K
26,785
+1%
增持
J
JACOBS SOLUTIONS INC
-$32.0K
55,203
+13%
增持
QQQ
INVESCO QQQ TR
+$28.8K
399
+11%
减持
CLH
CLEAN HARBORS INC
-$28.5K
3,810
-4%
减持
VRT
VERTIV HOLDINGS CO
+$28.4K
3,020
-1%
增持
NOC
NORTHROP GRUMMAN CORP
+$26.0K
892
+13%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$22.4K
14,667
+1%
减持
EWBC
EAST WEST BANCORP INC
+$22.0K
10,685
-4%
减持
GLD
SPDR GOLD TR
-$21.9K
560
-18%
减持
MA
MASTERCARD INCORPORATED
-$18.9K
643
-5%
增持
XLF
SELECT SECTOR SPDR TR
+$18.8K
6,595
+4%
减持
PM
PHILIP MORRIS INTL INC
-$18.6K
1,749
-5%
减持
TSLA
TESLA INC
-$16.4K
1,352
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$16.2K
4,510
+1%
增持
BN
BROOKFIELD CORP
-$16.0K
4,993
+40%
减持
CME
CME GROUP INC
-$15.3K
872
-7%
增持
IYJ
ISHARES TR
+$14.1K
2,248
+3%
增持
XLB
SELECT SECTOR SPDR TR
+$14.0K
6,935
+107%
减持
IEF
ISHARES TR
-$9.2K
3,359
-2%
增持
META
META PLATFORMS INC
+$6.7K
898
+13%
增持
V
VISA INC
+$6.4K
685
+0%