SALEM INVESTMENT COUNSELORS INC
WINSTON-SALEM NC · SEC CIK 0000884423
$40.34亿2026Q2 申报市值
1,241持仓数
45.6%前十大占比 · 第一大 7.6%
61 / 58新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ENTG 加仓+$1,394.71万
HONA 新建仓+$446.95万
PSUS 新建仓+$444.35万
APH 加仓+$365.86万
SNDK 加仓+$314.00万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$3,160.56万
AAPL 减仓-$610.14万
TFC 减仓-$605.75万
HON 减仓-$485.33万
NVDA 减仓-$347.08万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC | $3.08亿 | 7.63% | 1,396,306 | 1,854 | 0.1% | $40.88万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.75亿 | 6.81% | 1,373,183 | -17,346 | -1.2% | -$347.08万 | 减仓 |
| AAPL | APPLE INC | $2.70亿 | 6.70% | 933,415 | -21,086 | -2.2% | -$610.14万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2.06亿 | 5.10% | 178,055 | -27,381 | -13.3% | -$3,160.56万 | 减仓 |
| GOOG | ALPHABET INC | $1.74亿 | 4.32% | 493,678 | -1,818 | -0.4% | -$64.24万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.52亿 | 3.77% | 261,958 | -3,007 | -1.1% | -$174.68万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.48亿 | 3.68% | 397,731 | 6,239 | 1.6% | $232.73万 | 加仓 |
| AMZN | AMAZON COM INC | $1.16亿 | 2.87% | 484,893 | 619 | 0.1% | $14.75万 | 加仓 |
| GOOGL | ALPHABET INC | $9,506.90万 | 2.36% | 266,024 | -3,051 | -1.1% | -$109.03万 | 减仓 |
| LLY | ELI LILLY & CO | $9,466.37万 | 2.35% | 78,924 | 371 | 0.5% | $44.50万 | 加仓 |
| META | META PLATFORMS INC | $8,920.36万 | 2.21% | 158,362 | 1,571 | 1.0% | $88.49万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8,666.66万 | 2.15% | 173,198 | 1,928 | 1.1% | $96.48万 | 加仓 |
| ALAB | ASTERA LABS INC | $8,641.61万 | 2.14% | 178,908 | -6,000 | -3.2% | -$289.81万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $7,936.02万 | 1.97% | 242,447 | 1,053 | 0.4% | $34.47万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $6,441.62万 | 1.60% | 552,123 | -27,674 | -4.8% | -$322.87万 | 减仓 |
| BAC | BANK OF AMER CORP | $6,398.53万 | 1.59% | 1,122,942 | -9,436 | -0.8% | -$53.77万 | 减仓 |
| CAT | CATERPILLAR INC | $5,190.43万 | 1.29% | 48,741 | -181 | -0.4% | -$19.27万 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INC | $5,146.85万 | 1.28% | 643,035 | 1,180 | 0.2% | $9.44万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4,477.08万 | 1.11% | 176,284 | -385 | -0.2% | -$9.78万 | 减仓 |
| RTX | RTX CORPORATION | $4,169.35万 | 1.03% | 219,752 | -590 | -0.3% | -$11.19万 | 减仓 |
| PEP | PEPSICO INC | $3,887.03万 | 0.96% | 287,078 | 2,325 | 0.8% | $31.48万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3,882.49万 | 0.96% | 130,333 | 9,363 | 7.7% | $278.91万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,835.11万 | 0.95% | 80,280 | -3,037 | -3.6% | -$145.08万 | 减仓 |
| WMT | WALMART INC | $3,667.44万 | 0.91% | 323,807 | -9,518 | -2.9% | -$107.80万 | 减仓 |
| ABBV | ABBVIE INC | $3,329.75万 | 0.83% | 132,322 | 427 | 0.3% | $10.75万 | 加仓 |
| CSCO | CISCO SYS INC | $3,152.04万 | 0.78% | 268,350 | -1,235 | -0.5% | -$14.51万 | 减仓 |
| V | VISA INC | $2,882.85万 | 0.71% | 84,026 | 2,226 | 2.7% | $76.37万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,817.86万 | 0.70% | 957,478 | 17,423 | 1.9% | $51.28万 | 加仓 |
| NU | NU HLDGS LTD | $2,816.65万 | 0.70% | 2,108,268 | -4,598 | -0.2% | -$6.14万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $2,600.10万 | 0.64% | 562,063 | -8,500 | -1.5% | -$39.32万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $2,522.84万 | 0.63% | 63,439 | 639 | 1.0% | $25.41万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $2,369.56万 | 0.59% | 642,681 | -3,179 | -0.5% | -$11.72万 | 减仓 |
| MGK | VANGUARD WORLD FD | $2,366.25万 | 0.59% | 269,167 | -383 | -0.1% | -$3.37万 | 减仓 |
| LEN | LENNAR CORP | $2,342.93万 | 0.58% | 258,916 | -3,496 | -1.3% | -$31.64万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,302.46万 | 0.57% | 24,613 | -9 | -0.0% | -$8,419 | 减仓 |
| MRK | MERCK & CO INC | $2,279.12万 | 0.57% | 176,330 | -42 | -0.0% | -$5,429 | 减仓 |
| VB | VANGUARD INDEX FDS | $2,269.19万 | 0.56% | 74,861 | 30 | 0.0% | $9,094 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,262.82万 | 0.56% | 280,851 | 1,335 | 0.5% | $10.76万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,183.03万 | 0.54% | 29,172 | -549 | -1.8% | -$41.08万 | 减仓 |
| QCOM | QUALCOMM INC | $2,123.86万 | 0.53% | 114,934 | 591 | 0.5% | $10.92万 | 加仓 |
| ASML | ASML HLDG NV | $1,618.21万 | 0.40% | 8,134 | 496 | 6.5% | $98.68万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,483.60万 | 0.37% | 101,173 | -646 | -0.6% | -$9.47万 | 减仓 |
| ETN | EATON CORP PLC | $1,450.98万 | 0.36% | 34,051 | 750 | 2.3% | $31.96万 | 加仓 |
| MCD | MCDONALDS CORP | $1,435.75万 | 0.36% | 53,115 | 436 | 0.8% | $11.79万 | 加仓 |
| ENTG | ENTEGRIS INC | $1,394.89万 | 0.35% | 77,554 | 77,544 | 775,440.0% | $1,394.71万 | 加仓 |
| AVGO | BROADCOM INC | $1,300.63万 | 0.32% | 34,431 | 630 | 1.9% | $23.80万 | 加仓 |
| BCPC | BALCHEM CORP | $1,289.85万 | 0.32% | 76,345 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $1,252.03万 | 0.31% | 91,576 | 959 | 1.1% | $13.11万 | 加仓 |
| AMGN | AMGEN INC | $1,192.72万 | 0.30% | 32,937 | 2,228 | 7.3% | $80.68万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1,153.99万 | 0.29% | 180,282 | -4,210 | -2.3% | -$26.95万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,149.52万 | 0.28% | 15,063 | -155 | -1.0% | -$11.83万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,131.88万 | 0.28% | 313,280 | 2,606 | 0.8% | $9.42万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,125.86万 | 0.28% | 82,294 | 986 | 1.2% | $13.49万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1,115.88万 | 0.28% | 349,040 | 2,069 | 0.6% | $6.61万 | 加仓 |
| NVS | NOVARTIS AG | $1,114.31万 | 0.28% | 71,102 | 2,374 | 3.5% | $37.21万 | 加仓 |
| MMM | 3M CO | $1,111.52万 | 0.28% | 68,650 | 39 | 0.1% | $6,315 | 加仓 |
| RIO | RIO TINTO PLC | $1,014.50万 | 0.25% | 106,868 | 1,731 | 1.6% | $16.43万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1,003.40万 | 0.25% | 113,251 | 2,752 | 2.5% | $24.38万 | 加仓 |
| UI | UBIQUITI INC | $994.79万 | 0.25% | 18,628 | -518 | -2.7% | -$27.66万 | 减仓 |
| IRM | IRON MTN INC DEL | $974.56万 | 0.24% | 77,154 | -967 | -1.2% | -$12.21万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $934.78万 | 0.23% | 254,293 | -133 | -0.1% | -$4,889 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $915.51万 | 0.23% | 73,570 | -2,447 | -3.2% | -$30.45万 | 减仓 |
| HUBB | HUBBELL INC | $885.05万 | 0.22% | 16,916 | 400 | 2.4% | $20.93万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $881.16万 | 0.22% | 43,922 | -801 | -1.8% | -$16.07万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $871.43万 | 0.22% | 17,376 | 414 | 2.4% | $20.76万 | 加仓 |
| ENB | ENBRIDGE INC | $867.38万 | 0.22% | 160,004 | -150 | -0.1% | -$8,132 | 减仓 |
| KO | COCA COLA CO | $865.66万 | 0.21% | 105,989 | -386 | -0.4% | -$3.15万 | 减仓 |
| INTC | INTEL CORP | $859.10万 | 0.21% | 61,527 | -1,600 | -2.5% | -$22.34万 | 减仓 |
| KBH | KB HOME | $845.00万 | 0.21% | 135,005 | -1,665 | -1.2% | -$10.42万 | 减仓 |
| HD | HOME DEPOT INC | $827.09万 | 0.21% | 23,451 | 32 | 0.1% | $1.13万 | 加仓 |
| IWR | ISHARES TR | $819.91万 | 0.20% | 74,321 | -1,450 | -1.9% | -$16.00万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $805.84万 | 0.20% | 188,810 | -12,722 | -6.3% | -$54.30万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $801.37万 | 0.20% | 11,668 | 68 | 0.6% | $4.67万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $794.60万 | 0.20% | 16,178 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $790.82万 | 0.20% | 46,497 | -832 | -1.8% | -$14.15万 | 减仓 |
| TFC | TRUIST FINL CORP | $753.47万 | 0.19% | 151,238 | -121,587 | -44.6% | -$605.75万 | 减仓 |
| PSX | PHILLIPS 66 | $752.70万 | 0.19% | 44,525 | -879 | -1.9% | -$14.86万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $748.85万 | 0.19% | 10 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $747.26万 | 0.19% | 9,978 | -767 | -7.1% | -$57.44万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $743.78万 | 0.18% | 26,932 | 452 | 1.7% | $12.48万 | 加仓 |
| FDX | FEDEX CORP | $734.61万 | 0.18% | 23,370 | 132 | 0.6% | $4.15万 | 加仓 |
| ET | ENERGY TRANSFER L P | $733.02万 | 0.18% | 383,381 | 41 | 0.0% | $784 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $723.30万 | 0.18% | 16,764 | 4,994 | 42.4% | $215.47万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $683.29万 | 0.17% | 422,556 | -33,775 | -7.4% | -$54.62万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $663.26万 | 0.16% | 6,558 | -504 | -7.1% | -$50.97万 | 减仓 |
| DY | DYCOM INDS INC | $659.14万 | 0.16% | 13,037 | -285 | -2.1% | -$14.41万 | 减仓 |
| MS | MORGAN STANLEY | $653.73万 | 0.16% | 31,273 | -193 | -0.6% | -$4.03万 | 减仓 |
| WM | WASTE MGMT INC DEL | $652.77万 | 0.16% | 29,288 | -334 | -1.1% | -$7.44万 | 减仓 |
| SNDK | SANDISK CORP | $642.56万 | 0.16% | 2,826 | 1,381 | 95.6% | $314.00万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $639.06万 | 0.16% | 69,705 | -1,537 | -2.2% | -$14.09万 | 减仓 |
| SON | SONOCO PRODS CO | $604.70万 | 0.15% | 107,312 | 1,740 | 1.6% | $9.80万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $603.46万 | 0.15% | 103,449 | 1,007 | 1.0% | $5.87万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $597.13万 | 0.15% | 68,034 | 775 | 1.2% | $6.80万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $590.51万 | 0.15% | 24,956 | -963 | -3.7% | -$22.79万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $555.88万 | 0.14% | 61,261 | -8,985 | -12.8% | -$81.53万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $548.12万 | 0.14% | 16,073 | -51 | -0.3% | -$1.74万 | 减仓 |
| CVX | CHEVRON CORPORATION | $536.87万 | 0.13% | 32,388 | -230 | -0.7% | -$3.81万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $531.27万 | 0.13% | 21,577 | 857 | 4.1% | $21.10万 | 加仓 |
| CRI | CARTERS INC | $521.11万 | 0.13% | 126,605 | -310 | -0.2% | -$1.28万 | 减仓 |
| ORCL | ORACLE CORP | $519.70万 | 0.13% | 35,462 | -60 | -0.2% | -$8,793 | 减仓 |