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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $117.02万 | 0.03% | 38,141 | 177 | 0.5% | $5,430 | 加仓 |
| WFC | WELLS FARGO & CO | $114.31万 | 0.03% | 14,359 | 739 | 5.4% | $5.88万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $113.82万 | 0.03% | 11,075 | 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 |
| TDW | TIDEWATER INC NEW | $112.69万 | 0.03% | 13,488 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $111.16万 | 0.03% | 3,873 | -311 | -7.4% | -$8.93万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $110.40万 | 0.03% | 17,228 | -797 | -4.4% | -$5.11万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $105.91万 | 0.03% | 11,447 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $105.90万 | 0.03% | 4,115 | -7 | -0.2% | -$1,801 | 减仓 |
| SGOV | ISHARES TR | $101.08万 | 0.03% | 10,042 | -8 | -0.1% | -$805 | 减仓 |
| LRCX | LAM RESEARCH CORP | $100.98万 | 0.03% | 4,721 | -55 | -1.2% | -$1.18万 | 减仓 |
| MPC | MARATHON PETE CORP | $100.65万 | 0.03% | 4,122 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $99.80万 | 0.03% | 10,355 | -369 | -3.4% | -$3.56万 | 减仓 |
| DOV | DOVER CORP | $99.01万 | 0.03% | 4,750 | 20 | 0.4% | $4,169 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $96.71万 | 0.03% | 15,636 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $96.30万 | 0.03% | 12,020 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $94.68万 | 0.03% | 1,357 | -20 | -1.5% | -$1.40万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $94.02万 | 0.03% | 4,562 | -100 | -2.1% | -$2.06万 | 减仓 |
| EFA | ISHARES TR | $93.92万 | 0.03% | 9,669 | 24 | 0.2% | $2,331 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $93.73万 | 0.03% | 16,645 | -233 | -1.4% | -$1.31万 | 减仓 |
| RDVT | RED VIOLET INC | $93.47万 | 0.03% | 27,013 | -545 | -2.0% | -$1.89万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $93.43万 | 0.03% | 13,250 | 250 | 1.9% | $1.76万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $93.16万 | 0.03% | 4,854 | -25 | -0.5% | -$4,798 | 减仓 |
| IVW | ISHARES TR | $92.98万 | 0.03% | 8,220 | 105 | 1.3% | $1.19万 | 加仓 |
| SNDK | SANDISK CORP | $91.81万 | 0.03% | 1,445 | 1,445 | — | $91.81万 | 新建仓 |
| AYI | ACUITY INC | $90.29万 | 0.03% | 3,222 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $89.83万 | 0.03% | 9,307 | 11 | 0.1% | $1,062 | 加仓 |
| UNP | UNION PAC CORP | $88.12万 | 0.03% | 3,632 | 139 | 4.0% | $3.37万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $87.74万 | 0.03% | 7,992 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $87.04万 | 0.03% | 18,967 | -23 | -0.1% | -$1,055 | 减仓 |
| ALL | ALLSTATE CORP | $86.55万 | 0.03% | 4,154 | -92 | -2.2% | -$1.92万 | 减仓 |
| COP | CONOCOPHILLIPS | $85.60万 | 0.03% | 6,485 | 16 | 0.2% | $2,112 | 加仓 |
| FTNT | FORTINET INC | $84.12万 | 0.02% | 10,294 | 2,165 | 26.6% | $17.69万 | 加仓 |
| RY | ROYAL BK CDA | $83.59万 | 0.02% | 5,167 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $83.50万 | 0.02% | 6,000 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $83.06万 | 0.02% | 12,342 | 394 | 3.3% | $2.65万 | 加仓 |
| GWW | WW GRAINGER INC | $83.01万 | 0.02% | 761 | 3 | 0.4% | $3,272 | 加仓 |
| FLO | FLOWERS FOODS INC | $82.10万 | 0.02% | 100,733 | 6,500 | 6.9% | $5.30万 | 加仓 |
| EEM | ISHARES TR | $80.37万 | 0.02% | 14,152 | 845 | 6.4% | $4.80万 | 加仓 |
| IWB | ISHARES TR | $79.87万 | 0.02% | 2,240 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $79.34万 | 0.02% | 20,365 | -204 | -1.0% | -$7,948 | 减仓 |
| SRE | SEMPRA | $79.04万 | 0.02% | 8,080 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $78.96万 | 0.02% | 5,864 | -81 | -1.4% | -$1.09万 | 减仓 |
| EZPW | EZCORP INC | $78.40万 | 0.02% | 30,890 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $78.10万 | 0.02% | 45,302 | -401 | -0.9% | -$6,913 | 减仓 |
| AAP | ADVANCE AUTO PARTS INC | $77.15万 | 0.02% | 14,625 | 0 | 0.0% | — | 不变 |
| ULST | SSGA ACTIVE ETF TR | $77.14万 | 0.02% | 19,046 | -600 | -3.1% | -$2.43万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $77.03万 | 0.02% | 2,403 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $76.19万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $74.15万 | 0.02% | 9,259 | 388 | 4.4% | $3.11万 | 加仓 |
| EME | EMCOR GROUP INC | $73.83万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $73.24万 | 0.02% | 9,502 | 0 | 0.0% | — | 不变 |
| KLAR | KLARNA GROUP PLC | $72.36万 | 0.02% | 55,280 | 32,980 | 147.9% | $43.17万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $72.35万 | 0.02% | 1,448 | -57 | -3.8% | -$2.85万 | 减仓 |
| IGV | ISHARES TR | $72.14万 | 0.02% | 9,012 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $71.23万 | 0.02% | 24,811 | 2 | 0.0% | $57 | 加仓 |
| DE | DEERE & CO | $71.16万 | 0.02% | 1,260 | 6 | 0.5% | $3,389 | 加仓 |
| LIN | LINDE PLC | $70.40万 | 0.02% | 1,420 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $68.39万 | 0.02% | 3,486 | 10 | 0.3% | $1,962 | 加仓 |
| GLD | SPDR GOLD TR | $67.43万 | 0.02% | 1,567 | 3 | 0.2% | $1,291 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $67.38万 | 0.02% | 10,325 | -285 | -2.7% | -$1.86万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $66.34万 | 0.02% | 1,922 | 153 | 8.6% | $5.28万 | 加仓 |
| TJX | TJX COS INC NEW | $65.00万 | 0.02% | 4,070 | -1,643 | -28.8% | -$26.24万 | 减仓 |
| AZO | AUTOZONE INC | $62.49万 | 0.02% | 185 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $62.39万 | 0.02% | 4,380 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $61.95万 | 0.02% | 7,337 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $61.43万 | 0.02% | 12,057 | 140 | 1.2% | $7,133 | 加仓 |
| IJR | ISHARES TR | $61.15万 | 0.02% | 4,919 | 17 | 0.3% | $2,113 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $61.03万 | 0.02% | 6,881 | -500 | -6.8% | -$4.44万 | 减仓 |
| BX | BLACKSTONE INC | $60.92万 | 0.02% | 5,298 | -111 | -2.1% | -$1.28万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $60.74万 | 0.02% | 13,429 | -660 | -4.7% | -$2.99万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $60.27万 | 0.02% | 7,312 | 2,357 | 47.6% | $19.43万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $58.54万 | 0.02% | 12,001 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $57.81万 | 0.02% | 1,053 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP | $57.66万 | 0.02% | 34,486 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $57.58万 | 0.02% | 6,000 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $57.06万 | 0.02% | 944 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $56.69万 | 0.02% | 385 | 364 | 1,733.3% | $53.60万 | 重新持有 |
| XBI | SPDR SERIES TRUST | $53.34万 | 0.02% | 4,176 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $52.62万 | 0.02% | 1,654 | 166 | 11.2% | $5.28万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $52.43万 | 0.02% | 5,365 | 65 | 1.2% | $6,352 | 加仓 |
| ECL | ECOLAB INC | $52.04万 | 0.02% | 1,951 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $51.60万 | 0.02% | 4,472 | 391 | 9.6% | $4.51万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $51.38万 | 0.02% | 753 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $51.12万 | 0.02% | 2,496 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $51.02万 | 0.01% | 13,250 | -7,519 | -36.2% | -$28.95万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $49.94万 | 0.01% | 6,400 | -950 | -12.9% | -$7.41万 | 减仓 |
| NKE | NIKE INC | $49.21万 | 0.01% | 9,242 | -1,998 | -17.8% | -$10.64万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $48.35万 | 0.01% | 48,109 | 250 | 0.5% | $2,513 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $48.18万 | 0.01% | 14,622 | 123 | 0.8% | $4,053 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $46.54万 | 0.01% | 2,845 | 1,395 | 96.2% | $22.82万 | 加仓 |
| IWD | ISHARES TR | $46.22万 | 0.01% | 2,163 | -25 | -1.1% | -$5,342 | 减仓 |
| TSN | TYSON FOODS INC | $44.29万 | 0.01% | 6,912 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $42.92万 | 0.01% | 6,942 | 730 | 11.8% | $4.51万 | 加仓 |
| AIQ | GLOBAL X FDS | $42.80万 | 0.01% | 9,171 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $41.83万 | 0.01% | 8,800 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $41.36万 | 0.01% | 14,197 | 4,689 | 49.3% | $13.66万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $41.31万 | 0.01% | 1,411 | 101 | 7.7% | $2.96万 | 加仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $40.29万 | 0.01% | 66,600 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $40.22万 | 0.01% | 8,782 | 617 | 7.6% | $2.83万 | 加仓 |