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 |
|---|---|---|---|---|---|---|---|---|
| UI | UBIQUITI INC | $1,513.09万 | 0.44% | 19,146 | -875 | -4.4% | -$69.15万 | 减仓 |
| — | EXXON MOBIL CORP | $1,537.41万 | 0.45% | 90,617 | 116 | 0.1% | $1.97万 | 加仓 |
| MCD | MCDONALDS CORP | $1,637.21万 | 0.48% | 52,679 | -148 | -0.3% | -$4.60万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,937.29万 | 0.57% | 29,721 | -224 | -0.7% | -$14.60万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,959.97万 | 0.58% | 74,831 | 157 | 0.2% | $4.11万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,980.87万 | 0.58% | 53,910 | -981 | -1.8% | -$36.05万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,999.58万 | 0.59% | 645,860 | 10,864 | 1.7% | $33.63万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,006.79万 | 0.59% | 69,879 | -192 | -0.3% | -$5.51万 | 减仓 |
| ALAB | ASTERA LABS INC | $2,026.59万 | 0.59% | 184,908 | 2,583 | 1.4% | $28.31万 | 加仓 |
| CSCO | CISCO SYS INC | $2,091.71万 | 0.61% | 269,585 | 212 | 0.1% | $1.64万 | 加仓 |
| MRK | MERCK & CO INC | $2,134.83万 | 0.63% | 176,372 | -12,111 | -6.4% | -$146.59万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $2,273.69万 | 0.67% | 570,563 | 16,506 | 3.0% | $65.78万 | 加仓 |
| LEN | LENNAR CORP | $2,278.78万 | 0.67% | 262,412 | 440 | 0.2% | $3.82万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,410.30万 | 0.71% | 940,055 | 2,867 | 0.3% | $7.35万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,453.39万 | 0.72% | 24,622 | 490 | 2.0% | $48.82万 | 加仓 |
| V | VISA INC | $2,472.33万 | 0.73% | 81,800 | 987 | 1.2% | $29.83万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,816.85万 | 0.83% | 83,317 | 1,473 | 1.8% | $49.80万 | 加仓 |
| ABBV | ABBVIE INC | $2,868.58万 | 0.84% | 131,895 | 288 | 0.2% | $6.26万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2,895.02万 | 0.85% | 62,800 | 842 | 1.4% | $38.82万 | 加仓 |
| NU | NU HLDGS LTD | $3,036.19万 | 0.89% | 2,112,866 | 25,854 | 1.2% | $37.15万 | 加仓 |
| CAT | CATERPILLAR INC | $3,465.93万 | 1.02% | 48,922 | -208 | -0.4% | -$14.74万 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INC | $4,136.76万 | 1.21% | 641,855 | -2,917 | -0.5% | -$18.80万 | 减仓 |
| WMT | WALMART INC | $4,149.59万 | 1.22% | 333,325 | -1,565 | -0.5% | -$19.48万 | 减仓 |
| RTX | RTX CORPORATION | $4,250.40万 | 1.25% | 220,342 | 415 | 0.2% | $8.01万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4,318.49万 | 1.27% | 176,669 | -1,101 | -0.6% | -$26.91万 | 减仓 |
| PEP | PEPSICO INC | $4,421.94万 | 1.30% | 284,753 | -121 | -0.0% | -$1.88万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,390.18万 | 1.58% | 264,965 | 1,702 | 0.6% | $34.62万 | 加仓 |
| BAC | BANK AMERICA CORP | $5,520.34万 | 1.62% | 1,132,378 | 5,454 | 0.5% | $26.59万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $6,943.08万 | 2.04% | 205,436 | -1,047 | -0.5% | -$35.39万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $7,100.84万 | 2.08% | 241,394 | 411 | 0.2% | $12.09万 | 加仓 |
| LLY | ELI LILLY & CO | $7,225.03万 | 2.12% | 78,553 | -702 | -0.9% | -$64.57万 | 减仓 |
| GOOGL | ALPHABET INC | $7,737.52万 | 2.27% | 269,075 | 1,071 | 0.4% | $30.80万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8,207.27万 | 2.41% | 171,270 | -788 | -0.5% | -$37.76万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $8,481.27万 | 2.49% | 579,797 | -58,454 | -9.2% | -$855.07万 | 减仓 |
| META | META PLATFORMS INC | $8,970.46万 | 2.63% | 156,791 | 732 | 0.5% | $41.88万 | 加仓 |
| AMZN | AMAZON COM INC | $1.01亿 | 2.96% | 484,274 | 3,800 | 0.8% | $79.14万 | 加仓 |
| GOOG | ALPHABET INC | $1.42亿 | 4.17% | 495,496 | -3,805 | -0.8% | -$109.15万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.45亿 | 4.25% | 391,492 | 1,860 | 0.5% | $68.85万 | 加仓 |
| AAPL | APPLE INC | $2.42亿 | 7.11% | 954,501 | -9,722 | -1.0% | -$246.73万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2.43亿 | 7.12% | 1,390,529 | -29,829 | -2.1% | -$520.24万 | 减仓 |
| LOW | LOWES COS INC | $3.29亿 | 9.67% | 1,394,452 | -141 | -0.0% | -$3.33万 | 减仓 |