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 |
|---|---|---|---|---|---|---|---|---|
| MDY | STATE STR SPDR S&P MIDCAP 40 | $259.49万 | 0.08% | 4,197 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $263.53万 | 0.08% | 9,877 | -100 | -1.0% | -$2.67万 | 减仓 |
| NEM | NEWMONT CORP | $263.72万 | 0.08% | 24,362 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $267.89万 | 0.08% | 8,147 | 218 | 2.7% | $7.17万 | 加仓 |
| NUE | NUCOR CORP | $269.26万 | 0.08% | 15,871 | -144 | -0.9% | -$2.44万 | 减仓 |
| NFLX | NETFLIX INC. | $269.85万 | 0.08% | 28,066 | -165 | -0.6% | -$1.59万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $270.00万 | 0.08% | 108,392 | 1,937 | 1.8% | $4.83万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $273.33万 | 0.08% | 10,101 | 918 | 10.0% | $24.84万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $274.76万 | 0.08% | 26,480 | -450 | -1.7% | -$4.67万 | 减仓 |
| UNF | UNIFIRST CORP MASS | $275.26万 | 0.08% | 10,941 | -549 | -4.8% | -$13.81万 | 减仓 |
| INTC | INTEL CORP | $278.58万 | 0.08% | 63,127 | 1,293 | 2.1% | $5.71万 | 加仓 |
| CVS | CVS HEALTH CORP | $286.89万 | 0.08% | 39,945 | -2,403 | -5.7% | -$17.26万 | 减仓 |
| YUM | YUM BRANDS INC | $288.57万 | 0.08% | 18,560 | 36 | 0.2% | $5,597 | 加仓 |
| GE | GE AEROSPACE | $291.43万 | 0.09% | 10,254 | 37 | 0.4% | $1.05万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $297.56万 | 0.09% | 77,450 | 18,594 | 31.6% | $71.44万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $301.95万 | 0.09% | 6,913 | 1,010 | 17.1% | $44.12万 | 加仓 |
| PFE | PFIZER INC | $302.85万 | 0.09% | 107,853 | -477 | -0.4% | -$1.34万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $316.33万 | 0.09% | 64,650 | 21,838 | 51.0% | $106.85万 | 加仓 |
| ADBE | ADOBE INC | $317.73万 | 0.09% | 13,071 | 12,258 | 1,507.7% | $297.97万 | 加仓 |
| SYY | SYSCO CORP | $318.05万 | 0.09% | 44,589 | -500 | -1.1% | -$3.57万 | 减仓 |
| NGVT | INGEVITY CORP | $318.55万 | 0.09% | 44,722 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $327.50万 | 0.10% | 207,222 | 9,240 | 4.7% | $14.60万 | 加仓 |
| NTRA | NATERA INC | $330.58万 | 0.10% | 16,530 | 250 | 1.5% | $5.00万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $339.84万 | 0.10% | 135,393 | 94 | 0.1% | $2,359 | 加仓 |
| IWM | ISHARES TR | $339.96万 | 0.10% | 13,708 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $342.29万 | 0.10% | 35,143 | -425 | -1.2% | -$4.14万 | 减仓 |
| C | CITIGROUP INC | $347.62万 | 0.10% | 30,652 | 815 | 2.7% | $9.24万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $356.96万 | 0.10% | 144,228 | 7,235 | 5.3% | $17.91万 | 加仓 |
| QQQ | INVESCO QQQ TR | $362.37万 | 0.11% | 6,278 | -71 | -1.1% | -$4.10万 | 减仓 |
| MKL | MARKEL GROUP INC | $372.48万 | 0.11% | 1,946 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $383.36万 | 0.11% | 24,793 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $385.09万 | 0.11% | 42,721 | 1,465 | 3.6% | $13.21万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $386.40万 | 0.11% | 23,252 | -163 | -0.7% | -$2.71万 | 减仓 |
| TXT | TEXTRON INC | $397.24万 | 0.12% | 45,368 | -1,156 | -2.5% | -$10.12万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $400.78万 | 0.12% | 34,237 | -25 | -0.1% | -$2,927 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $400.78万 | 0.12% | 79,190 | 1,471 | 1.9% | $7.44万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $401.99万 | 0.12% | 223,081 | -34,774 | -13.5% | -$62.66万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $410.97万 | 0.12% | 31,386 | 138 | 0.4% | $1.81万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $412.42万 | 0.12% | 54,517 | -3,155 | -5.5% | -$23.87万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $416.20万 | 0.12% | 3,300 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $427.59万 | 0.13% | 43,073 | 1,678 | 4.1% | $16.66万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $431.16万 | 0.13% | 20,720 | 255 | 1.2% | $5.31万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $437.57万 | 0.13% | 7,433 | -5 | -0.1% | -$2,943 | 减仓 |
| MELI | MERCADOLIBRE INC | $438.83万 | 0.13% | 2,538 | 139 | 5.8% | $24.03万 | 加仓 |
| DY | DYCOM INDS INC | $451.38万 | 0.13% | 13,322 | -10 | -0.1% | -$3,388 | 减仓 |
| CRI | CARTERS INC | $453.85万 | 0.13% | 126,915 | 1,800 | 1.4% | $6.44万 | 加仓 |
| TSLA | TESLA INC | $466.55万 | 0.14% | 12,550 | 77 | 0.6% | $2.86万 | 加仓 |
| AMLP | ALPS ETF TR | $482.47万 | 0.14% | 91,654 | 7,157 | 8.5% | $37.67万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $511.47万 | 0.15% | 102,736 | 497 | 0.5% | $2.47万 | 加仓 |
| MS | MORGAN STANLEY | $517.84万 | 0.15% | 31,466 | 561 | 1.8% | $9.23万 | 加仓 |
| ORCL | ORACLE CORP | $522.56万 | 0.15% | 35,522 | 756 | 2.2% | $11.12万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $557.41万 | 0.16% | 25,919 | -1,452 | -5.3% | -$31.23万 | 减仓 |
| SON | SONOCO PRODS CO | $571.04万 | 0.17% | 105,572 | -193 | -0.2% | -$1.04万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $594.13万 | 0.17% | 15,218 | -815 | -5.1% | -$31.82万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $595.49万 | 0.17% | 102,442 | 714 | 0.7% | $4.15万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $597.44万 | 0.18% | 7,062 | 8 | 0.1% | $6,768 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $607.20万 | 0.18% | 71,242 | -4,200 | -5.6% | -$35.80万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $624.70万 | 0.18% | 67,259 | 420 | 0.6% | $3.90万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $674.20万 | 0.20% | 16,178 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $674.87万 | 0.20% | 32,618 | 194 | 0.6% | $4.01万 | 加仓 |
| WM | WASTE MGMT INC DEL | $680.68万 | 0.20% | 29,622 | -266 | -0.9% | -$6.11万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $693.17万 | 0.20% | 11,600 | -164 | -1.4% | -$9.80万 | 减仓 |
| IVV | ISHARES TR | $701.87万 | 0.21% | 10,745 | -192 | -1.8% | -$12.54万 | 减仓 |
| KBH | KB HOME | $707.27万 | 0.21% | 136,670 | -2,050 | -1.5% | -$10.61万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $718.14万 | 0.21% | 10 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $721.22万 | 0.21% | 70,246 | -7,000 | -9.1% | -$71.87万 | 减仓 |
| IWR | ISHARES TR | $736.72万 | 0.22% | 75,771 | -53 | -0.1% | -$5,153 | 减仓 |
| ET | ENERGY TRANSFER L P | $739.85万 | 0.22% | 383,340 | 39 | 0.0% | $753 | 加仓 |
| HD | HOME DEPOT INC | $770.24万 | 0.23% | 23,419 | 120 | 0.5% | $3.95万 | 加仓 |
| IRM | IRON MTN INC DEL | $797.95万 | 0.23% | 78,121 | 643 | 0.8% | $6.57万 | 加仓 |
| CTAS | CINTAS CORP | $800.52万 | 0.23% | 47,329 | 46,805 | 8,932.3% | $791.66万 | 重新持有 |
| HUBB | HUBBELL INC | $810.51万 | 0.24% | 16,516 | -174 | -1.0% | -$8.54万 | 减仓 |
| KO | COCA COLA CO | $813.32万 | 0.24% | 106,375 | 714 | 0.7% | $5.46万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $815.88万 | 0.24% | 44,723 | 306 | 0.7% | $5.58万 | 加仓 |
| PSX | PHILLIPS 66 | $827.17万 | 0.24% | 45,404 | -637 | -1.4% | -$11.60万 | 减仓 |
| FDX | FEDEX CORP | $831.03万 | 0.24% | 23,238 | -54 | -0.2% | -$1.93万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $833.97万 | 0.24% | 16,962 | 502 | 3.0% | $24.68万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $841.56万 | 0.25% | 110,499 | 6,216 | 6.0% | $47.34万 | 加仓 |
| ENB | ENBRIDGE INC | $867.07万 | 0.25% | 160,154 | 954 | 0.6% | $5.16万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $903.44万 | 0.27% | 310,674 | 6,546 | 2.2% | $19.04万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $946.89万 | 0.28% | 456,331 | -46,500 | -9.2% | -$96.49万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $962.75万 | 0.28% | 254,426 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $965.35万 | 0.28% | 42,709 | -787 | -1.8% | -$17.79万 | 减仓 |
| RIO | RIO TINTO PLC | $983.32万 | 0.29% | 105,137 | 5,654 | 5.7% | $52.88万 | 加仓 |
| MMM | 3M CO | $996.44万 | 0.29% | 68,611 | 152 | 0.2% | $2.21万 | 加仓 |
| ASML | ASML HLDG NV | $1,008.85万 | 0.30% | 7,638 | 203 | 2.7% | $26.81万 | 加仓 |
| AVGO | BROADCOM INC | $1,046.17万 | 0.31% | 33,801 | 1,083 | 3.3% | $33.52万 | 加仓 |
| NVS | NOVARTIS AG | $1,049.82万 | 0.31% | 68,728 | 63,391 | 1,187.8% | $968.30万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,065.79万 | 0.31% | 81,308 | -1,121 | -1.4% | -$14.69万 | 减仓 |
| AMGN | AMGEN INC | $1,080.50万 | 0.32% | 30,709 | 775 | 2.6% | $27.27万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1,163.39万 | 0.34% | 346,971 | -1,185 | -0.3% | -$3.97万 | 减仓 |
| ETN | EATON CORP PLC | $1,191.08万 | 0.35% | 33,301 | 830 | 2.6% | $29.69万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,198.21万 | 0.35% | 120,970 | 9,960 | 9.0% | $98.65万 | 加仓 |
| TFC | TRUIST FINL CORP | $1,254.18万 | 0.37% | 272,825 | -1,776 | -0.6% | -$8.16万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,264.61万 | 0.37% | 201,532 | 5,460 | 2.8% | $34.26万 | 加仓 |
| BCPC | BALCHEM CORP | $1,293.90万 | 0.38% | 76,345 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1,313.21万 | 0.39% | 184,492 | 8,040 | 4.6% | $57.23万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,470.68万 | 0.43% | 101,819 | -1,789 | -1.7% | -$25.84万 | 减仓 |
| QCOM | QUALCOMM INC | $1,472.51万 | 0.43% | 114,343 | 881 | 0.8% | $11.35万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1,507.34万 | 0.44% | 76,017 | -2,185 | -2.8% | -$43.33万 | 减仓 |