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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $427.59万 | 0.13% | 43,073 | 1,678 | 4.1% | $16.66万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $416.20万 | 0.12% | 3,300 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $412.42万 | 0.12% | 54,517 | -3,155 | -5.5% | -$23.87万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $410.97万 | 0.12% | 31,386 | 138 | 0.4% | $1.81万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $401.99万 | 0.12% | 223,081 | -34,774 | -13.5% | -$62.66万 | 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 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $400.78万 | 0.12% | 34,237 | -25 | -0.1% | -$2,927 | 减仓 |
| TXT | TEXTRON INC | $397.24万 | 0.12% | 45,368 | -1,156 | -2.5% | -$10.12万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $386.40万 | 0.11% | 23,252 | -163 | -0.7% | -$2.71万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $385.09万 | 0.11% | 42,721 | 1,465 | 3.6% | $13.21万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $383.36万 | 0.11% | 24,793 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $372.48万 | 0.11% | 1,946 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $362.37万 | 0.11% | 6,278 | -71 | -1.1% | -$4.10万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $356.96万 | 0.10% | 144,228 | 7,235 | 5.3% | $17.91万 | 加仓 |
| C | CITIGROUP INC | $347.62万 | 0.10% | 30,652 | 815 | 2.7% | $9.24万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $342.29万 | 0.10% | 35,143 | -425 | -1.2% | -$4.14万 | 减仓 |
| IWM | ISHARES TR | $339.96万 | 0.10% | 13,708 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $339.84万 | 0.10% | 135,393 | 94 | 0.1% | $2,359 | 加仓 |
| NTRA | NATERA INC | $330.58万 | 0.10% | 16,530 | 250 | 1.5% | $5.00万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $327.50万 | 0.10% | 207,222 | 9,240 | 4.7% | $14.60万 | 加仓 |
| NGVT | INGEVITY CORP | $318.55万 | 0.09% | 44,722 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $318.05万 | 0.09% | 44,589 | -500 | -1.1% | -$3.57万 | 减仓 |
| ADBE | ADOBE INC | $317.73万 | 0.09% | 13,071 | 12,258 | 1,507.7% | $297.97万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $316.33万 | 0.09% | 64,650 | 21,838 | 51.0% | $106.85万 | 加仓 |
| PFE | PFIZER INC | $302.85万 | 0.09% | 107,853 | -477 | -0.4% | -$1.34万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $301.95万 | 0.09% | 6,913 | 1,010 | 17.1% | $44.12万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $297.56万 | 0.09% | 77,450 | 18,594 | 31.6% | $71.44万 | 加仓 |
| GE | GE AEROSPACE | $291.43万 | 0.09% | 10,254 | 37 | 0.4% | $1.05万 | 加仓 |
| YUM | YUM BRANDS INC | $288.57万 | 0.08% | 18,560 | 36 | 0.2% | $5,597 | 加仓 |
| CVS | CVS HEALTH CORP | $286.89万 | 0.08% | 39,945 | -2,403 | -5.7% | -$17.26万 | 减仓 |
| INTC | INTEL CORP | $278.58万 | 0.08% | 63,127 | 1,293 | 2.1% | $5.71万 | 加仓 |
| UNF | UNIFIRST CORP MASS | $275.26万 | 0.08% | 10,941 | -549 | -4.8% | -$13.81万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $274.76万 | 0.08% | 26,480 | -450 | -1.7% | -$4.67万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $273.33万 | 0.08% | 10,101 | 918 | 10.0% | $24.84万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $270.00万 | 0.08% | 108,392 | 1,937 | 1.8% | $4.83万 | 加仓 |
| NFLX | NETFLIX INC. | $269.85万 | 0.08% | 28,066 | -165 | -0.6% | -$1.59万 | 减仓 |
| NUE | NUCOR CORP | $269.26万 | 0.08% | 15,871 | -144 | -0.9% | -$2.44万 | 减仓 |
| SYK | STRYKER CORPORATION | $267.89万 | 0.08% | 8,147 | 218 | 2.7% | $7.17万 | 加仓 |
| NEM | NEWMONT CORP | $263.72万 | 0.08% | 24,362 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $263.53万 | 0.08% | 9,877 | -100 | -1.0% | -$2.67万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $259.49万 | 0.08% | 4,197 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $258.50万 | 0.08% | 16,124 | 15,398 | 2,120.9% | $246.86万 | 重新持有 |
| FRPH | FRP HLDGS INC | $250.16万 | 0.07% | 114,334 | -400 | -0.3% | -$8,752 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $239.00万 | 0.07% | 25,431 | -54 | -0.2% | -$5,075 | 减仓 |
| GEV | GE VERNOVA INC | $237.47万 | 0.07% | 2,719 | 113 | 4.3% | $9.87万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $235.37万 | 0.07% | 16,054 | -12 | -0.1% | -$1,759 | 减仓 |
| NOW | SERVICENOW INC | $234.24万 | 0.07% | 22,405 | -77 | -0.3% | -$8,050 | 减仓 |
| DVY | ISHARES TR | $230.94万 | 0.07% | 15,253 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $227.73万 | 0.07% | 30,900 | -150 | -0.5% | -$1.11万 | 减仓 |
| COPX | GLOBAL X FDS | $222.33万 | 0.07% | 29,120 | 29,120 | — | $222.33万 | 新建仓 |
| HRI | HERC HLDGS INC | $218.82万 | 0.06% | 21,981 | -140 | -0.6% | -$1.39万 | 减仓 |
| QXO | QXO INC | $218.01万 | 0.06% | 112,260 | 17,785 | 18.8% | $34.54万 | 加仓 |
| IEFA | ISHARES TR | $217.85万 | 0.06% | 24,064 | 10,085 | 72.1% | $91.30万 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $217.21万 | 0.06% | 75,420 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $210.69万 | 0.06% | 34,359 | 6,943 | 25.3% | $42.57万 | 加仓 |
| EMR | EMERSON ELEC CO | $209.40万 | 0.06% | 15,982 | 2 | 0.0% | $262 | 加仓 |
| IWF | ISHARES TR | $207.61万 | 0.06% | 4,869 | -72 | -1.5% | -$3.07万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $205.21万 | 0.06% | 15,441 | -86 | -0.6% | -$1.14万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $201.84万 | 0.06% | 8,053 | 1,492 | 22.7% | $37.40万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $196.80万 | 0.06% | 37,238 | -807 | -2.1% | -$4.26万 | 减仓 |
| GLW | CORNING INC | $196.67万 | 0.06% | 14,464 | -5,150 | -26.3% | -$70.02万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $196.21万 | 0.06% | 6,116 | -68 | -1.1% | -$2.18万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $195.92万 | 0.06% | 71,346 | 1,891 | 2.7% | $5.19万 | 加仓 |
| MGC | VANGUARD WORLD FD | $193.52万 | 0.06% | 8,188 | 82 | 1.0% | $1.94万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $193.18万 | 0.06% | 11,770 | -135 | -1.1% | -$2.22万 | 减仓 |
| NVO | NOVO-NORDISK A S | $190.75万 | 0.06% | 51,205 | 41,513 | 428.3% | $154.64万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $180.98万 | 0.05% | 36,800 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $178.41万 | 0.05% | 3,421 | 190 | 5.9% | $9.91万 | 加仓 |
| CPNG | COUPANG INC | $177.15万 | 0.05% | 93,830 | 32,590 | 53.2% | $61.53万 | 加仓 |
| MO | ALTRIA GROUP INC | $176.29万 | 0.05% | 26,300 | -729 | -2.7% | -$4.89万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $165.24万 | 0.05% | 14,101 | 4,434 | 45.9% | $51.96万 | 加仓 |
| TXN | TEXAS INSTRS INC | $157.71万 | 0.05% | 8,124 | 2 | 0.0% | $388 | 加仓 |
| BRO | BROWN & BROWN INC | $156.50万 | 0.05% | 24,000 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $155.63万 | 0.05% | 22,313 | 13,946 | 166.7% | $97.27万 | 加仓 |
| USMV | ISHARES TR | $154.72万 | 0.05% | 16,683 | -455 | -2.7% | -$4.22万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $153.85万 | 0.05% | 3,251 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $153.78万 | 0.05% | 55,217 | -270 | -0.5% | -$7,519 | 减仓 |
| OKE | ONEOK INC NEW | $153.59万 | 0.05% | 16,992 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $153.51万 | 0.05% | 7,270 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $152.62万 | 0.04% | 11,122 | -148 | -1.3% | -$2.03万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $150.54万 | 0.04% | 29,988 | -153 | -0.5% | -$7,681 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $149.17万 | 0.04% | 6,154 | -122 | -1.9% | -$2.96万 | 减仓 |
| CPRT | COPART INC | $143.20万 | 0.04% | 43,132 | -3,501 | -7.5% | -$11.62万 | 减仓 |
| VDE | VANGUARD WORLD FD | $142.48万 | 0.04% | 8,234 | -15 | -0.2% | -$2,596 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $141.93万 | 0.04% | 19,200 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $140.68万 | 0.04% | 76,704 | -4,842 | -5.9% | -$8.88万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $138.69万 | 0.04% | 22,640 | 802 | 3.7% | $4.91万 | 加仓 |
| ZS | ZSCALER INC | $137.89万 | 0.04% | 9,829 | -90 | -0.9% | -$1.26万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $137.56万 | 0.04% | 17,353 | 4,940 | 39.8% | $39.16万 | 加仓 |
| VVX | V2X INC | $136.10万 | 0.04% | 19,869 | 3,065 | 18.2% | $21.00万 | 加仓 |
| IXN | ISHARES TR | $135.32万 | 0.04% | 13,536 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $132.45万 | 0.04% | 19,613 | 734 | 3.9% | $4.96万 | 加仓 |
| MTZ | MASTEC INC | $131.69万 | 0.04% | 4,093 | 4,093 | — | $131.69万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $131.25万 | 0.04% | 4,339 | -61 | -1.4% | -$1.85万 | 减仓 |
| TEM | TEMPUS AI INC | $129.24万 | 0.04% | 28,580 | -1,600 | -5.3% | -$7.24万 | 减仓 |
| LOB | LIVE OAK BANCSHARES INC | $126.34万 | 0.04% | 38,205 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $126.26万 | 0.04% | 20,817 | -351 | -1.7% | -$2.13万 | 减仓 |
| MRP | MILLROSE PPTYS INC | $125.98万 | 0.04% | 44,993 | -10,073 | -18.3% | -$28.20万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $125.65万 | 0.04% | 3,661 | 416 | 12.8% | $14.28万 | 加仓 |
| MGV | VANGUARD WORLD FD | $121.45万 | 0.04% | 8,379 | 3,033 | 56.7% | $43.96万 | 加仓 |