SALEM INVESTMENT COUNSELORS INC
WINSTON-SALEM NC · SEC CIK 0000884423
$34.08亿2026Q1 申报市值
1,236持仓数
45.1%前十大占比 · 第一大 9.7%
130 / 5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
NVS 加仓+$968.30万
CTAS 重新持有+$791.66万
ADBE 加仓+$297.97万
PANW 重新持有+$246.86万
COPX 新建仓+$222.33万
2026Q1 卖出最多 按季末市值估算
PLTR 减仓-$855.07万
ROP 重新持有-$574.18万
HIMS 减仓-$553.48万
NVDA 减仓-$520.24万
OBDC 减仓-$355.25万
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 |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | $79.34万 | 0.02% | 20,365 | -204 | -1.0% | -$7,948 | 减仓 |
| IWB | ISHARES TR | $79.87万 | 0.02% | 2,240 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $80.37万 | 0.02% | 14,152 | 845 | 6.4% | $4.80万 | 加仓 |
| FLO | FLOWERS FOODS INC | $82.10万 | 0.02% | 100,733 | 6,500 | 6.9% | $5.30万 | 加仓 |
| GWW | WW GRAINGER INC | $83.01万 | 0.02% | 761 | 3 | 0.4% | $3,272 | 加仓 |
| GPN | GLOBAL PMTS INC | $83.06万 | 0.02% | 12,342 | 394 | 3.3% | $2.65万 | 加仓 |
| GL | GLOBE LIFE INC | $83.50万 | 0.02% | 6,000 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $83.59万 | 0.02% | 5,167 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $84.12万 | 0.02% | 10,294 | 2,165 | 26.6% | $17.69万 | 加仓 |
| COP | CONOCOPHILLIPS | $85.60万 | 0.03% | 6,485 | 16 | 0.2% | $2,112 | 加仓 |
| ALL | ALLSTATE CORP | $86.55万 | 0.03% | 4,154 | -92 | -2.2% | -$1.92万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $87.04万 | 0.03% | 18,967 | -23 | -0.1% | -$1,055 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $87.74万 | 0.03% | 7,992 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $88.12万 | 0.03% | 3,632 | 139 | 4.0% | $3.37万 | 加仓 |
| SO | SOUTHERN CO | $89.83万 | 0.03% | 9,307 | 11 | 0.1% | $1,062 | 加仓 |
| AYI | ACUITY INC | $90.29万 | 0.03% | 3,222 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $91.81万 | 0.03% | 1,445 | 1,445 | — | $91.81万 | 新建仓 |
| IVW | ISHARES TR | $92.98万 | 0.03% | 8,220 | 105 | 1.3% | $1.19万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $93.16万 | 0.03% | 4,854 | -25 | -0.5% | -$4,798 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $93.43万 | 0.03% | 13,250 | 250 | 1.9% | $1.76万 | 加仓 |
| RDVT | RED VIOLET INC | $93.47万 | 0.03% | 27,013 | -545 | -2.0% | -$1.89万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $93.73万 | 0.03% | 16,645 | -233 | -1.4% | -$1.31万 | 减仓 |
| EFA | ISHARES TR | $93.92万 | 0.03% | 9,669 | 24 | 0.2% | $2,331 | 加仓 |
| TM | TOYOTA MOTOR CORP | $94.02万 | 0.03% | 4,562 | -100 | -2.1% | -$2.06万 | 减仓 |
| VGT | VANGUARD WORLD FD | $94.68万 | 0.03% | 1,357 | -20 | -1.5% | -$1.40万 | 减仓 |
| IR | INGERSOLL RAND INC | $96.30万 | 0.03% | 12,020 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $96.71万 | 0.03% | 15,636 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $99.01万 | 0.03% | 4,750 | 20 | 0.4% | $4,169 | 加仓 |
| DIS | DISNEY WALT CO | $99.80万 | 0.03% | 10,355 | -369 | -3.4% | -$3.56万 | 减仓 |
| MPC | MARATHON PETE CORP | $100.65万 | 0.03% | 4,122 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $100.98万 | 0.03% | 4,721 | -55 | -1.2% | -$1.18万 | 减仓 |
| SGOV | ISHARES TR | $101.08万 | 0.03% | 10,042 | -8 | -0.1% | -$805 | 减仓 |
| VOT | VANGUARD INDEX FDS | $105.90万 | 0.03% | 4,115 | -7 | -0.2% | -$1,801 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $105.91万 | 0.03% | 11,447 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $110.40万 | 0.03% | 17,228 | -797 | -4.4% | -$5.11万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $111.16万 | 0.03% | 3,873 | -311 | -7.4% | -$8.93万 | 减仓 |
| TDW | TIDEWATER INC NEW | $112.69万 | 0.03% | 13,488 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $112.99万 | 0.03% | 38,976 | 3,518 | 9.9% | $10.20万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $113.82万 | 0.03% | 11,075 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $114.31万 | 0.03% | 14,359 | 739 | 5.4% | $5.88万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $117.02万 | 0.03% | 38,141 | 177 | 0.5% | $5,430 | 加仓 |
| MGV | VANGUARD WORLD FD | $121.45万 | 0.04% | 8,379 | 3,033 | 56.7% | $43.96万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $125.65万 | 0.04% | 3,661 | 416 | 12.8% | $14.28万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $125.98万 | 0.04% | 44,993 | -10,073 | -18.3% | -$28.20万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $126.26万 | 0.04% | 20,817 | -351 | -1.7% | -$2.13万 | 减仓 |
| LOB | LIVE OAK BANCSHARES INC | $126.34万 | 0.04% | 38,205 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $129.24万 | 0.04% | 28,580 | -1,600 | -5.3% | -$7.24万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $131.25万 | 0.04% | 4,339 | -61 | -1.4% | -$1.85万 | 减仓 |
| MTZ | MASTEC INC | $131.69万 | 0.04% | 4,093 | 4,093 | — | $131.69万 | 新建仓 |
| IJH | ISHARES TR | $132.45万 | 0.04% | 19,613 | 734 | 3.9% | $4.96万 | 加仓 |
| IXN | ISHARES TR | $135.32万 | 0.04% | 13,536 | 0 | 0.0% | — | 不变 |
| VVX | V2X INC | $136.10万 | 0.04% | 19,869 | 3,065 | 18.2% | $21.00万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $137.56万 | 0.04% | 17,353 | 4,940 | 39.8% | $39.16万 | 加仓 |
| ZS | ZSCALER INC | $137.89万 | 0.04% | 9,829 | -90 | -0.9% | -$1.26万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $138.69万 | 0.04% | 22,640 | 802 | 3.7% | $4.91万 | 加仓 |
| PINS | PINTEREST INC | $140.68万 | 0.04% | 76,704 | -4,842 | -5.9% | -$8.88万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $141.93万 | 0.04% | 19,200 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $142.48万 | 0.04% | 8,234 | -15 | -0.2% | -$2,596 | 减仓 |
| CPRT | COPART INC | $143.20万 | 0.04% | 43,132 | -3,501 | -7.5% | -$11.62万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $149.17万 | 0.04% | 6,154 | -122 | -1.9% | -$2.96万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $150.54万 | 0.04% | 29,988 | -153 | -0.5% | -$7,681 | 减仓 |
| DHI | D R HORTON INC | $152.62万 | 0.04% | 11,122 | -148 | -1.3% | -$2.03万 | 减仓 |
| IVE | ISHARES TR | $153.51万 | 0.05% | 7,270 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $153.59万 | 0.05% | 16,992 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $153.78万 | 0.05% | 55,217 | -270 | -0.5% | -$7,519 | 减仓 |
| HCA | HCA HEALTHCARE INC | $153.85万 | 0.05% | 3,251 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $154.72万 | 0.05% | 16,683 | -455 | -2.7% | -$4.22万 | 减仓 |
| IEMG | ISHARES INC | $155.63万 | 0.05% | 22,313 | 13,946 | 166.7% | $97.27万 | 加仓 |
| BRO | BROWN & BROWN INC | $156.50万 | 0.05% | 24,000 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $157.71万 | 0.05% | 8,124 | 2 | 0.0% | $388 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $165.24万 | 0.05% | 14,101 | 4,434 | 45.9% | $51.96万 | 加仓 |
| MO | ALTRIA GROUP INC | $176.29万 | 0.05% | 26,300 | -729 | -2.7% | -$4.89万 | 减仓 |
| CPNG | COUPANG INC | $177.15万 | 0.05% | 93,830 | 32,590 | 53.2% | $61.53万 | 加仓 |
| FN | FABRINET | $178.41万 | 0.05% | 3,421 | 190 | 5.9% | $9.91万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $180.98万 | 0.05% | 36,800 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $190.75万 | 0.06% | 51,205 | 41,513 | 428.3% | $154.64万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $193.18万 | 0.06% | 11,770 | -135 | -1.1% | -$2.22万 | 减仓 |
| MGC | VANGUARD WORLD FD | $193.52万 | 0.06% | 8,188 | 82 | 1.0% | $1.94万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $195.92万 | 0.06% | 71,346 | 1,891 | 2.7% | $5.19万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $196.21万 | 0.06% | 6,116 | -68 | -1.1% | -$2.18万 | 减仓 |
| GLW | CORNING INC | $196.67万 | 0.06% | 14,464 | -5,150 | -26.3% | -$70.02万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $196.80万 | 0.06% | 37,238 | -807 | -2.1% | -$4.26万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $201.84万 | 0.06% | 8,053 | 1,492 | 22.7% | $37.40万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $205.21万 | 0.06% | 15,441 | -86 | -0.6% | -$1.14万 | 减仓 |
| IWF | ISHARES TR | $207.61万 | 0.06% | 4,869 | -72 | -1.5% | -$3.07万 | 减仓 |
| EMR | EMERSON ELEC CO | $209.40万 | 0.06% | 15,982 | 2 | 0.0% | $262 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $210.69万 | 0.06% | 34,359 | 6,943 | 25.3% | $42.57万 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $217.21万 | 0.06% | 75,420 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $217.85万 | 0.06% | 24,064 | 10,085 | 72.1% | $91.30万 | 加仓 |
| QXO | QXO INC | $218.01万 | 0.06% | 112,260 | 17,785 | 18.8% | $34.54万 | 加仓 |
| HRI | HERC HLDGS INC | $218.82万 | 0.06% | 21,981 | -140 | -0.6% | -$1.39万 | 减仓 |
| COPX | GLOBAL X FDS | $222.33万 | 0.07% | 29,120 | 29,120 | — | $222.33万 | 新建仓 |
| HSIC | SCHEIN HENRY INC | $227.73万 | 0.07% | 30,900 | -150 | -0.5% | -$1.11万 | 减仓 |
| DVY | ISHARES TR | $230.94万 | 0.07% | 15,253 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $234.24万 | 0.07% | 22,405 | -77 | -0.3% | -$8,050 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $235.37万 | 0.07% | 16,054 | -12 | -0.1% | -$1,759 | 减仓 |
| GEV | GE VERNOVA INC | $237.47万 | 0.07% | 2,719 | 113 | 4.3% | $9.87万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $239.00万 | 0.07% | 25,431 | -54 | -0.2% | -$5,075 | 减仓 |
| FRPH | FRP HLDGS INC | $250.16万 | 0.07% | 114,334 | -400 | -0.3% | -$8,752 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $258.50万 | 0.08% | 16,124 | 15,398 | 2,120.9% | $246.86万 | 重新持有 |