ARGUS INVESTORS' COUNSEL, INC.
NEW YORK NY · SEC CIK 0000007195
$1.12亿2026Q1 申报市值
102持仓数
36.6%前十大占比 · 第一大 4.4%
9 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NYT 新建仓+$153.45万
GD 加仓+$149.03万
DXCM 新建仓+$115.23万
SNOW 新建仓+$99.69万
CEG 加仓+$79.67万
2026Q1 卖出最多 按季末市值估算
AXON 清仓-$250.48万
RCL 清仓-$139.88万
NOW 清仓-$132.83万
PYPL 清仓-$102.89万
ADBE 减仓-$66.92万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | Nvidia Corp | $496.59万 | 4.42% | 28,474 | -1,946 | -6.4% | -$33.94万 | 减仓 |
| GOOGL | Alphabet Inc | $457.24万 | 4.07% | 15,901 | -2,057 | -11.5% | -$59.15万 | 减仓 |
| COST | Costco Wholesale Corp | $432.74万 | 3.85% | 4,343 | -251 | -5.5% | -$25.01万 | 减仓 |
| PWR | Quanta Services Inc | $425.81万 | 3.79% | 7,756 | -599 | -7.2% | -$32.89万 | 减仓 |
| AAPL | Apple Inc | $415.77万 | 3.70% | 16,383 | -1,213 | -6.9% | -$30.78万 | 减仓 |
| JPM | JPMorgan Chase & Co | $406.63万 | 3.62% | 13,823 | 233 | 1.7% | $6.85万 | 加仓 |
| ADI | Analog Devices Inc | $390.99万 | 3.48% | 12,290 | -454 | -3.6% | -$14.44万 | 减仓 |
| LLY | Eli Lilly and Company | $373.73万 | 3.32% | 4,063 | -8 | -0.2% | -$7,359 | 减仓 |
| AMAT | Applied Materials Inc | $370.45万 | 3.29% | 10,838 | -523 | -4.6% | -$17.88万 | 减仓 |
| META | Meta Platforms Inc | $341.38万 | 3.04% | 5,967 | -335 | -5.3% | -$19.17万 | 减仓 |
| TT | Trane Technologies plc | $325.69万 | 2.90% | 7,815 | -642 | -7.6% | -$26.76万 | 减仓 |
| SCHW | Schwab Charles Corp | $262.27万 | 2.33% | 27,907 | -829 | -2.9% | -$7.79万 | 减仓 |
| AMZN | Amazon.com Inc | $251.83万 | 2.24% | 12,091 | -483 | -3.8% | -$10.06万 | 减仓 |
| V | Visa Inc | $243.41万 | 2.16% | 8,053 | -246 | -3.0% | -$7.44万 | 减仓 |
| WFC | Wells Fargo & Company | $241.66万 | 2.15% | 30,355 | -1,061 | -3.4% | -$8.45万 | 减仓 |
| URI | United Rentals Inc | $239.74万 | 2.13% | 3,291 | -66 | -2.0% | -$4.81万 | 减仓 |
| BLK | BlackRock Inc | $235.54万 | 2.09% | 2,449 | -65 | -2.6% | -$6.25万 | 减仓 |
| ORCL | Oracle Corp | $220.52万 | 1.96% | 14,990 | -999 | -6.2% | -$14.70万 | 减仓 |
| TRGP | Targa Resources Corp | $209.98万 | 1.87% | 8,375 | -2,032 | -19.5% | -$50.95万 | 减仓 |
| SPGI | S&P Global Inc | $179.70万 | 1.60% | 4,225 | 548 | 14.9% | $23.31万 | 加仓 |
| GD | General Dynamics Corp | $178.23万 | 1.58% | 5,193 | 4,342 | 510.2% | $149.03万 | 加仓 |
| ANET | Arista Networks Inc | $165.24万 | 1.47% | 13,458 | -859 | -6.0% | -$10.55万 | 减仓 |
| BSX | Boston Scientific Corp | $161.34万 | 1.43% | 25,712 | -1,060 | -4.0% | -$6.65万 | 减仓 |
| NYT | New York Times Co | $153.45万 | 1.36% | 18,327 | 18,327 | — | $153.45万 | 新建仓 |
| CEG | Constellation Energy Corp | $141.11万 | 1.25% | 5,053 | 2,853 | 129.7% | $79.67万 | 加仓 |
| MSFT | Microsoft Corp | $139.87万 | 1.24% | 3,778 | -340 | -8.3% | -$12.59万 | 减仓 |
| — | Exxon Mobil Corp | $135.23万 | 1.20% | 7,970 | -157 | -1.9% | -$2.66万 | 减仓 |
| DXCM | DexCom Inc | $115.23万 | 1.02% | 18,348 | 18,348 | — | $115.23万 | 新建仓 |
| AVGO | Broadcom Inc | $113.81万 | 1.01% | 3,677 | -308 | -7.7% | -$9.53万 | 减仓 |
| AXP | American Express Co | $104.99万 | 0.93% | 3,471 | -403 | -10.4% | -$12.19万 | 减仓 |
| PANW | Palo Alto Networks | $102.86万 | 0.91% | 6,416 | -33 | -0.5% | -$5,291 | 减仓 |
| KLAC | KLA Corp | $100.71万 | 0.90% | 684 | -80 | -10.5% | -$11.78万 | 减仓 |
| SNOW | Snowflake Inc | $99.69万 | 0.89% | 6,610 | 6,610 | — | $99.69万 | 新建仓 |
| WMT | Walmart Inc | $96.95万 | 0.86% | 7,801 | -1,775 | -18.5% | -$22.06万 | 减仓 |
| TJX | TJX Companies | $94.22万 | 0.84% | 5,900 | -666 | -10.1% | -$10.64万 | 减仓 |
| IWF | iShares Russell 1000 Grw ETF | $89.16万 | 0.79% | 2,091 | -535 | -20.4% | -$22.81万 | 减仓 |
| GE | GE Aerospace | $87.57万 | 0.78% | 3,086 | -182 | -5.6% | -$5.16万 | 减仓 |
| DASH | DoorDash Inc | $80.30万 | 0.71% | 5,348 | -1,016 | -16.0% | -$15.26万 | 减仓 |
| UBER | Uber Technologies Inc | $78.24万 | 0.70% | 10,877 | -218 | -2.0% | -$1.57万 | 减仓 |
| MA | Mastercard Inc CL A | $76.31万 | 0.68% | 1,527 | -194 | -11.3% | -$9.69万 | 减仓 |
| JNJ | Johnson & Johnson | $73.75万 | 0.66% | 3,017 | 980 | 48.1% | $23.96万 | 加仓 |
| BNY | Bank of New York Mellon Corp | $72.97万 | 0.65% | 6,151 | -750 | -10.9% | -$8.90万 | 减仓 |
| AMGN | Amgen Inc | $68.65万 | 0.61% | 1,951 | 617 | 46.3% | $21.71万 | 加仓 |
| LRCX | Lam Research Corp | $66.81万 | 0.59% | 3,127 | 3,127 | — | $66.81万 | 新建仓 |
| IEI | iShares 3-7 Yr Treasury Bond E | $62.22万 | 0.55% | 5,246 | -860 | -14.1% | -$10.20万 | 减仓 |
| PH | Parker-Hannifin Corp | $61.86万 | 0.55% | 691 | -77 | -10.0% | -$6.89万 | 减仓 |
| DUK | Duke Energy Corp | $58.24万 | 0.52% | 4,448 | 0 | 0.0% | — | 不变 |
| HWM | Howmet Aerospace Inc | $56.55万 | 0.50% | 2,454 | -261 | -9.6% | -$6.02万 | 减仓 |
| MCK | McKesson Corp | $54.43万 | 0.48% | 629 | -58 | -8.4% | -$5.02万 | 减仓 |
| NDAQ | Nasdaq Inc | $53.07万 | 0.47% | 6,251 | -656 | -9.5% | -$5.57万 | 减仓 |
| ATO | Atmos Energy Corp | $50.96万 | 0.45% | 2,759 | 2,759 | — | $50.96万 | 新建仓 |
| NFLX | Netflix Inc | $50.86万 | 0.45% | 5,290 | -2,570 | -32.7% | -$24.71万 | 减仓 |
| SO | The Southern Company | $50.31万 | 0.45% | 5,212 | 2,307 | 79.4% | $22.27万 | 加仓 |
| ECL | Ecolab Inc | $50.14万 | 0.45% | 1,885 | -206 | -9.9% | -$5.48万 | 减仓 |
| BSV | Vanguard Short-Term Bd ETF | $47.84万 | 0.43% | 6,101 | -1,485 | -19.6% | -$11.64万 | 减仓 |
| FLOT | IShares Floating Rate Bond ETF | $46.95万 | 0.42% | 9,214 | -2,275 | -19.8% | -$11.59万 | 减仓 |
| DMBS | Doubleline ETF Trust-Mortgage | $46.67万 | 0.41% | 9,452 | 4,210 | 80.3% | $20.79万 | 加仓 |
| BBBS | Bondbloxx 1-5 Year Corporate B | $46.62万 | 0.41% | 9,116 | 9,116 | — | $46.62万 | 新建仓 |
| TMO | Thermo Fisher Scientific | $45.76万 | 0.41% | 931 | -78 | -7.7% | -$3.83万 | 减仓 |
| EFA | iShares MSCI EAFE ETF | $44.75万 | 0.40% | 4,607 | -1,596 | -25.7% | -$15.50万 | 减仓 |
| VCIT | Vanguard Interm-Tm Corp Bd Idx | $44.73万 | 0.40% | 5,406 | -1,405 | -20.6% | -$11.63万 | 减仓 |
| TSM | Taiwan Semiconductor Manufactu | $44.64万 | 0.40% | 1,321 | -724 | -35.4% | -$24.47万 | 减仓 |
| STT | State Street Corporation | $43.68万 | 0.39% | 3,451 | 3,451 | — | $43.68万 | 新建仓 |
| IBM | International Business Machine | $43.36万 | 0.39% | 1,789 | -207 | -10.4% | -$5.02万 | 减仓 |
| XHLF | Bondbloxx Bloomberg Six Mth Ta | $42.02万 | 0.37% | 8,349 | -2,347 | -21.9% | -$11.81万 | 减仓 |
| SYK | Stryker Corp | $41.70万 | 0.37% | 1,269 | -1,535 | -54.7% | -$50.44万 | 减仓 |
| TXN | Texas Instruments Inc | $40.36万 | 0.36% | 2,079 | -180 | -8.0% | -$3.49万 | 减仓 |
| VZ | Verizon Communications Inc | $40.34万 | 0.36% | 8,036 | 0 | 0.0% | — | 不变 |
| PGX | Invesco Preferred ETF | $40.10万 | 0.36% | 36,854 | -9,425 | -20.4% | -$10.25万 | 减仓 |
| DHR | Danaher Corp | $39.93万 | 0.36% | 2,106 | 2,106 | — | $39.93万 | 新建仓 |
| RJF | Raymond James Financial Inc | $39.44万 | 0.35% | 2,724 | -287 | -9.5% | -$4.16万 | 减仓 |
| NUE | Nucor Corp | $38.72万 | 0.34% | 2,290 | 0 | 0.0% | — | 不变 |
| GLW | Corning Inc | $38.21万 | 0.34% | 2,810 | -1,267 | -31.1% | -$17.23万 | 减仓 |
| SPHQ | Invesco S&P 500 Quality ETF | $37.82万 | 0.34% | 5,030 | -1,747 | -25.8% | -$13.14万 | 减仓 |
| IWM | iShares Russell 2000 Index ETF | $35.76万 | 0.32% | 1,442 | -596 | -29.2% | -$14.78万 | 减仓 |
| MS | Morgan Stanley | $35.38万 | 0.31% | 2,150 | 0 | 0.0% | — | 不变 |
| MAR | Marriott International | $34.51万 | 0.31% | 1,055 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar Inc | $32.94万 | 0.29% | 465 | -130 | -21.8% | -$9.21万 | 减仓 |
| CSCO | Cisco Systems Inc | $32.25万 | 0.29% | 4,156 | 0 | 0.0% | — | 不变 |
| IVV | iShares Core S&P 500 | $30.96万 | 0.28% | 474 | -11 | -2.3% | -$7,185 | 减仓 |
| NSC | Norfolk Southern Corp | $28.70万 | 0.26% | 1,000 | 0 | 0.0% | — | 不变 |
| SCHD | Schwab US Dividend Equity ETF | $27.85万 | 0.25% | 9,077 | -5,050 | -35.7% | -$15.49万 | 减仓 |
| USB | US Bancorp | $27.22万 | 0.24% | 5,233 | 0 | 0.0% | — | 不变 |
| EMR | Emerson Elec Co | $26.34万 | 0.23% | 2,010 | 0 | 0.0% | — | 不变 |
| WM | Waste Management Inc | $26.22万 | 0.23% | 1,141 | 0 | 0.0% | — | 不变 |
| PG | The Procter & Gamble Co | $26.03万 | 0.23% | 1,802 | -896 | -33.2% | -$12.94万 | 减仓 |
| APD | Air Prods & Chems Inc | $26.00万 | 0.23% | 895 | 0 | 0.0% | — | 不变 |
| UNP | Union Pacific Corp | $25.48万 | 0.23% | 1,050 | 0 | 0.0% | — | 不变 |
| AMT | American Twr Corp-REIT | $24.77万 | 0.22% | 1,435 | 0 | 0.0% | — | 不变 |
| ITW | Illinois Tool Wks Inc | $24.57万 | 0.22% | 944 | 0 | 0.0% | — | 不变 |
| HD | Home Depot Inc | $23.68万 | 0.21% | 720 | 0 | 0.0% | — | 不变 |
| MRVL | Marvell Technology Inc | $23.42万 | 0.21% | 2,364 | -606 | -20.4% | -$6.00万 | 减仓 |
| DIS | The Walt Disney Co | $23.08万 | 0.21% | 2,395 | 0 | 0.0% | — | 不变 |
| ZTS | Zoetis Inc | $22.73万 | 0.20% | 1,923 | -737 | -27.7% | -$8.71万 | 重新持有 |
| IP | International Paper Co | $22.10万 | 0.20% | 6,190 | 0 | 0.0% | — | 不变 |
| PSX | Phillips 66 | $21.79万 | 0.19% | 1,196 | -330 | -21.6% | -$6.01万 | 重新持有 |
| ABT | Abbott Labs | $21.72万 | 0.19% | 2,115 | 0 | 0.0% | — | 不变 |
| AMP | Ameriprise Financial Inc | $21.42万 | 0.19% | 482 | -122 | -20.2% | -$5.42万 | 减仓 |
| ADBE | Adobe Inc | $21.15万 | 0.19% | 870 | -2,753 | -76.0% | -$66.92万 | 减仓 |
| SHEL | Shell PLC | $20.58万 | 0.18% | 2,213 | -518 | -19.0% | -$4.82万 | 减仓 |