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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $510.19万 | 0.13% | 12,130 | -420 | -3.3% | -$17.67万 | 减仓 |
| MELI | MERCADOLIBRE INC | $486.30万 | 0.12% | 2,865 | 327 | 12.9% | $55.50万 | 加仓 |
| AMLP | ALPS ETF TR | $480.83万 | 0.12% | 92,734 | 1,080 | 1.2% | $5.60万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $479.91万 | 0.12% | 96,406 | -6,330 | -6.2% | -$31.51万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $476.62万 | 0.12% | 41,923 | -798 | -1.9% | -$9.07万 | 减仓 |
| HON | HONEYWELL INTL INC | $470.93万 | 0.12% | 21,033 | -21,676 | -50.8% | -$485.33万 | 减仓 |
| QQQ | INVESCO QQQ TR | $464.06万 | 0.12% | 6,297 | 19 | 0.3% | $1.40万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $461.29万 | 0.11% | 24,793 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $448.71万 | 0.11% | 16,530 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $446.95万 | 0.11% | 20,217 | 20,217 | — | $446.95万 | 新建仓 |
| PSUS | PERSHING SQUARE USA LTD | $444.35万 | 0.11% | 118,875 | 118,875 | — | $444.35万 | 新建仓 |
| C | CITIGROUP INC | $428.13万 | 0.11% | 30,590 | -62 | -0.2% | -$8,677 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $426.07万 | 0.11% | 7,388 | -45 | -0.6% | -$2.60万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $423.96万 | 0.11% | 10,200 | 99 | 1.0% | $4.11万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $421.58万 | 0.10% | 3,300 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $416.19万 | 0.10% | 82,300 | 3,110 | 3.9% | $15.73万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $414.92万 | 0.10% | 22,752 | -500 | -2.2% | -$9.12万 | 减仓 |
| TXT | TEXTRON INC | $411.99万 | 0.10% | 44,913 | -455 | -1.0% | -$4.17万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $411.89万 | 0.10% | 54,425 | -92 | -0.2% | -$6,963 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $405.69万 | 0.10% | 32,050 | 664 | 2.1% | $8.40万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $405.45万 | 0.10% | 146,371 | 2,143 | 1.5% | $5.94万 | 加仓 |
| IWM | ISHARES TR | $403.89万 | 0.10% | 13,443 | -265 | -1.9% | -$7.96万 | 减仓 |
| CVS | CVS HEALTH CORP | $394.46万 | 0.10% | 38,130 | -1,815 | -4.5% | -$18.78万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $389.92万 | 0.10% | 218,027 | 10,805 | 5.2% | $19.32万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $384.58万 | 0.10% | 34,112 | -125 | -0.4% | -$1.41万 | 减仓 |
| GE | GE AEROSPACE | $384.05万 | 0.10% | 10,276 | 22 | 0.2% | $8,222 | 加仓 |
| MKL | MARKEL GROUP INC | $380.06万 | 0.09% | 1,946 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $372.67万 | 0.09% | 44,589 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $370.73万 | 0.09% | 33,483 | -1,660 | -4.7% | -$18.38万 | 减仓 |
| AGG | ISHARES TR | $369.59万 | 0.09% | 37,340 | -5,733 | -13.3% | -$56.75万 | 减仓 |
| APH | AMPHENOL CORP | $367.63万 | 0.09% | 20,821 | 20,721 | 20,721.0% | $365.86万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $366.61万 | 0.09% | 126,591 | -8,802 | -6.5% | -$25.49万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $366.22万 | 0.09% | 148,507 | 40,115 | 37.0% | $98.92万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $363.32万 | 0.09% | 196,071 | -27,010 | -12.1% | -$50.05万 | 减仓 |
| GLW | CORNING INC | $359.88万 | 0.09% | 14,089 | -375 | -2.6% | -$9.58万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $355.95万 | 0.09% | 41,322 | -156 | -0.4% | -$1.34万 | 减仓 |
| NUE | NUCOR CORP | $350.40万 | 0.09% | 15,691 | -180 | -1.1% | -$4.02万 | 减仓 |
| NGVT | INGEVITY CORP | $333.94万 | 0.08% | 44,722 | 0 | 0.0% | — | 不变 |
| HRI | HERC HLDGS INC | $331.63万 | 0.08% | 23,136 | 1,155 | 5.3% | $16.56万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $329.65万 | 0.08% | 62,482 | -2,168 | -3.4% | -$11.44万 | 减仓 |
| GEV | GE VERNOVA INC | $321.93万 | 0.08% | 2,739 | 20 | 0.7% | $2.35万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $305.29万 | 0.08% | 8,504 | 451 | 5.6% | $16.19万 | 加仓 |
| NVO | NOVO-NORDISK A S | $296.46万 | 0.07% | 61,839 | 10,634 | 20.8% | $50.98万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $295.77万 | 0.07% | 4,195 | -2 | -0.0% | -$1,410 | 减仓 |
| INTU | INTUIT | $294.98万 | 0.07% | 11,302 | 10,723 | 1,852.0% | $279.87万 | 加仓 |
| YUM | YUM BRANDS INC | $294.41万 | 0.07% | 18,417 | -143 | -0.8% | -$2.29万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $294.18万 | 0.07% | 15,441 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $290.66万 | 0.07% | 14,177 | 1,106 | 8.5% | $22.68万 | 加仓 |
| UNF | UNIFIRST CORP MASS | $289.35万 | 0.07% | 10,941 | 0 | 0.0% | — | 不变 |
| FRPH | FRP HLDGS INC | $284.72万 | 0.07% | 113,934 | -400 | -0.3% | -$9,996 | 减仓 |
| FLO | FLOWERS FOODS INC | $281.01万 | 0.07% | 355,708 | 254,975 | 253.1% | $201.43万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $268.94万 | 0.07% | 9,605 | -272 | -2.8% | -$7.62万 | 减仓 |
| PFE | PFIZER INC | $257.40万 | 0.06% | 106,893 | -960 | -0.9% | -$2.31万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $257.24万 | 0.06% | 30,800 | -100 | -0.3% | -$8,352 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $256.33万 | 0.06% | 77,000 | -450 | -0.6% | -$1.50万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $255.57万 | 0.06% | 35,359 | 1,000 | 2.9% | $7.23万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $251.78万 | 0.06% | 15,869 | -185 | -1.2% | -$2.94万 | 减仓 |
| NEM | NEWMONT CORP | $245.52万 | 0.06% | 26,287 | 1,925 | 7.9% | $17.98万 | 加仓 |
| TXN | TEXAS INSTRS INC | $242.93万 | 0.06% | 8,150 | 26 | 0.3% | $7,750 | 加仓 |
| IWF | ISHARES TR | $241.83万 | 0.06% | 19,476 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $240.94万 | 0.06% | 24,947 | 883 | 3.7% | $8.53万 | 加仓 |
| DVY | ISHARES TR | $238.40万 | 0.06% | 15,253 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $235.65万 | 0.06% | 16,462 | 480 | 3.0% | $6.87万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $230.04万 | 0.06% | 24,931 | -500 | -2.0% | -$4.61万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $225.28万 | 0.06% | 6,088 | -28 | -0.5% | -$1.04万 | 减仓 |
| COPX | GLOBAL X FDS | $223.32万 | 0.06% | 28,917 | -203 | -0.7% | -$1.57万 | 减仓 |
| MGC | VANGUARD WORLD FD | $223.06万 | 0.06% | 8,152 | -36 | -0.4% | -$9,851 | 减仓 |
| SYK | STRYKER CORPORATION | $216.92万 | 0.05% | 6,884 | -1,263 | -15.5% | -$39.80万 | 减仓 |
| NOW | SERVICENOW INC | $216.26万 | 0.05% | 21,783 | -622 | -2.8% | -$6.18万 | 减仓 |
| QXO | QXO INC | $207.02万 | 0.05% | 119,805 | 7,545 | 6.7% | $13.04万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $203.74万 | 0.05% | 4,699 | -22 | -0.5% | -$9,539 | 减仓 |
| NFLX | NETFLIX INC. | $203.67万 | 0.05% | 28,526 | 460 | 1.6% | $3.28万 | 加仓 |
| IEMG | ISHARES INC | $197.64万 | 0.05% | 23,858 | 1,545 | 6.9% | $12.80万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $196.95万 | 0.05% | 14,619 | 518 | 3.7% | $6.98万 | 加仓 |
| IXN | ISHARES TR | $195.57万 | 0.05% | 13,536 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $190.21万 | 0.05% | 71,346 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $184.99万 | 0.05% | 25,345 | -955 | -3.6% | -$6.97万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $184.61万 | 0.05% | 34,708 | -2,530 | -6.8% | -$13.46万 | 减仓 |
| DHI | D R HORTON INC | $181.16万 | 0.04% | 11,122 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $180.09万 | 0.04% | 6,404 | 250 | 4.1% | $7.03万 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $178.60万 | 0.04% | 68,195 | -7,225 | -9.6% | -$18.92万 | 减仓 |
| CAI | CARIS LIFE SCIENCES INC | $178.20万 | 0.04% | 100,000 | 100,000 | — | $178.20万 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $172.40万 | 0.04% | 11,417 | 11,417 | — | $172.40万 | 新建仓 |
| RDVT | RED VIOLET INC | $172.13万 | 0.04% | 27,013 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $166.34万 | 0.04% | 3,998 | -95 | -2.3% | -$3.95万 | 减仓 |
| FTNT | FORTINET INC | $166.17万 | 0.04% | 10,817 | 523 | 5.1% | $8.03万 | 加仓 |
| IVE | ISHARES TR | $165.96万 | 0.04% | 7,309 | 39 | 0.5% | $8,855 | 加仓 |
| TEM | TEMPUS AI INC | $162.26万 | 0.04% | 28,010 | -570 | -2.0% | -$3.30万 | 减仓 |
| FN | FABRINET | $160.64万 | 0.04% | 2,858 | -563 | -16.5% | -$31.65万 | 减仓 |
| SNPS | SYNOPSYS INC | $160.63万 | 0.04% | 3,601 | 3,591 | 35,910.0% | $160.18万 | 加仓 |
| VVX | V2X INC | $155.15万 | 0.04% | 20,809 | 940 | 4.7% | $7.01万 | 加仓 |
| BRO | BROWN & BROWN INC | $153.96万 | 0.04% | 24,000 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $151.38万 | 0.04% | 10,725 | 896 | 9.1% | $12.65万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $150.53万 | 0.04% | 19,200 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $148.27万 | 0.04% | 47,675 | -7,542 | -13.7% | -$23.46万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $146.98万 | 0.04% | 36,800 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $146.80万 | 0.04% | 18,575 | 1,222 | 7.0% | $9.66万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $144.20万 | 0.04% | 4,263 | -76 | -1.8% | -$2.57万 | 减仓 |
| IJH | ISHARES TR | $141.46万 | 0.04% | 18,345 | -1,268 | -6.5% | -$9.78万 | 减仓 |
| MGV | VANGUARD WORLD FD | $140.44万 | 0.03% | 8,592 | 213 | 2.5% | $3.48万 | 加仓 |