13F 机构持仓

SALEM INVESTMENT COUNSELORS INC

WINSTON-SALEM NC · SEC CIK 0000884423

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$40.34亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

LOW 7.6%
NVDA 6.8%
AAPL 6.7%
MU 5.1%
GOOG 4.3%
AMD 3.8%
MSFT 3.7%
AMZN 2.9%
GOOGL 2.4%
LLY 2.3%

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
USMV ISHARES TR $140.04万0.03%14,518 -2,165-13.0% -$20.88万 减仓
CPNG COUPANG INC $137.36万0.03%79,080 -14,750-15.7% -$25.62万 减仓
CNI CANADIAN NATL RY CO $132.06万0.03%11,075 00.0% — 不变
LOB LIVE OAK BANCSHARES INC $130.32万0.03%31,910 -6,295-16.5% -$25.71万 减仓
GD GENERAL DYNAMICS CORP $129.69万0.03%3,661 00.0% — 不变
KLAC KLA CORP $128.23万0.03%4,250 40010.4% $12.07万 加仓
HCA HCA HEALTHCARE INC $126.75万0.03%3,251 00.0% — 不变
VOT VANGUARD INDEX FDS $126.04万0.03%4,115 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $125.55万0.03%29,652 -336-1.1% -$1.42万 减仓
VEA VANGUARD TAX-MANAGED FDS $123.96万0.03%17,398 1701.0% $1.21万 加仓
VDE VANGUARD WORLD FD $123.62万0.03%8,234 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $122.79万0.03%21,310 4932.4% $2.84万 加仓
NSC NORFOLK SOUTHN CORP $121.84万0.03%3,873 00.0% — 不变
AYI ACUITY INC $121.36万0.03%3,222 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $120.62万0.03%16,445 -200-1.2% -$1.47万 减仓
WFC WELLS FARGO & CO $118.66万0.03%14,359 00.0% — 不变
XLE SELECT SECTOR SPDR TR $118.65万0.03%22,340 -300-1.3% -$1.59万 减仓
CPRT COPART INC $116.48万0.03%41,321 -1,811-4.2% -$5.11万 减仓
SSB SOUTHSTATE BK CORP $114.36万0.03%11,447 00.0% — 不变
OKE ONEOK INC NEW $112.94万0.03%12,990 -4,002-23.6% -$34.79万 减仓
SCHD SCHWAB STRATEGIC TR $110.45万0.03%34,832 -3,309-8.7% -$10.49万 减仓
VGT VANGUARD WORLD FD $109.86万0.03%9,192 -1,664-15.3% -$19.89万 减仓
IVW ISHARES TR $109.75万0.03%7,980 -240-2.9% -$3.30万 减仓
PINS PINTEREST INC $108.10万0.03%51,403 -25,301-33.0% -$53.21万 减仓
GL GLOBE LIFE INC $107.21万0.03%6,000 00.0% — 不变
RY ROYAL BK CDA $106.94万0.03%5,167 00.0% — 不变
EZPW EZCORP INC $106.79万0.03%30,890 00.0% — 不变
DOV DOVER CORP $106.53万0.03%4,750 00.0% — 不变
MPC MARATHON PETE CORP $105.39万0.03%4,122 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $103.02万0.03%4,842 -12-0.2% -$2,553 减仓
GWW WW GRAINGER INC $102.98万0.03%757 -4-0.5% -$5,442 减仓
EFA ISHARES TR $101.43万0.03%9,764 951.0% $9,869 加仓
RDDT REDDIT INC $100.05万0.02%5,764 -100-1.7% -$1.74万 减仓
UNP UNION PAC CORP $98.79万0.02%3,632 00.0% — 不变
IR INGERSOLL RAND INC $98.55万0.02%12,020 00.0% — 不变
EEM ISHARES TR $92.20万0.02%13,477 -675-4.8% -$4.62万 减仓
ALL ALLSTATE CORP $92.12万0.02%3,854 -300-7.2% -$7.17万 减仓
SGOV ISHARES TR $92.03万0.02%9,142 -900-9.0% -$9.06万 减仓
IWB ISHARES TR $91.73万0.02%2,240 00.0% — 不变
AAP ADVANCE AUTO PARTS INC $91.00万0.02%14,625 00.0% — 不变
KLAR KLARNA GROUP PLC $90.99万0.02%44,955 -10,325-18.7% -$20.90万 减仓
TDW TIDEWATER INC NEW $89.87万0.02%13,488 00.0% — 不变
GPN GLOBAL PMTS INC $89.55万0.02%12,342 00.0% — 不变
DIS DISNEY WALT CO $89.25万0.02%9,205 -1,150-11.1% -$11.15万 减仓
SO SOUTHERN CO $87.28万0.02%9,119 -188-2.0% -$1.80万 减仓
MRP MILLROSE PPTYS INC $87.25万0.02%29,035 -15,958-35.5% -$47.95万 减仓
KNTK KINETIK HOLDINGS INC $87.18万0.02%18,035 18,00051,428.6% $87.01万 加仓
XLU SELECT SECTOR SPDR TR $85.82万0.02%18,927 -40-0.2% -$1,814 减仓
DAR DARLING INGREDIENTS INC $85.40万0.02%15,636 00.0% — 不变
XAR SPDR SERIES TRUST $85.14万0.02%3,000 00.0% — 不变
KVUE KENVUE INC $84.62万0.02%44,283 -1,019-2.2% -$1.95万 减仓
PS PERSHING SQUARE INC $83.86万0.02%25,520 25,520— $83.86万 新建仓
AMAT APPLIED MATLS INC $83.65万0.02%1,157 979.2% $7.01万 加仓
EME EMCOR GROUP INC $82.99万0.02%1,000 00.0% — 不变
SHW SHERWIN WILLIAMS CO $82.74万0.02%2,403 00.0% — 不变
GPK GRAPHIC PACKAGING HLDG CO $82.22万0.02%76,989 28,88060.0% $30.84万 加仓
T AT&T INC $81.72万0.02%39,477 5011.3% $1.04万 加仓
EW EDWARDS LIFESCIENCES CORP $81.27万0.02%8,984 -275-3.0% -$2.49万 减仓
DE DEERE & CO $80.11万0.02%1,260 00.0% — 不变
IGV ISHARES TR $78.08万0.02%8,618 -394-4.4% -$3.57万 减仓
TM TOYOTA MOTOR CORP $76.83万0.02%4,562 00.0% — 不变
PWR QUANTA SVCS INC $75.82万0.02%1,053 00.0% — 不变
SRE SEMPRA $75.44万0.02%8,080 00.0% — 不变
VTV VANGUARD INDEX FDS $75.09万0.02%3,446 -40-1.1% -$8,717 减仓
ULST SSGA ACTIVE ETF TR $74.37万0.02%18,396 -650-3.4% -$2.63万 减仓
Q QNITY ELECTRONICS INC $74.01万0.02%4,532 601.3% $9,799 加仓
IJR ISHARES TR $73.81万0.02%4,977 581.2% $8,602 加仓
LIN LINDE PLC $73.69万0.02%1,420 00.0% — 不变
EXE EXPAND ENERGY CORPORATION $72.88万0.02%7,992 00.0% — 不变
ITOT ISHARES TR $71.95万0.02%4,380 00.0% — 不变
DFAI DIMENSIONAL ETF TRUST $70.93万0.02%17,196 -3,169-15.6% -$13.07万 减仓
MA MASTERCARD INCORPORATED $70.77万0.02%1,378 -70-4.8% -$3.60万 减仓
EWJ ISHARES INC $68.43万0.02%7,337 00.0% — 不变
VGK VANGUARD INTL EQUITY INDEX F $68.15万0.02%7,697 3855.3% $3.41万 加仓
OTIS OTIS WORLDWIDE CORP $67.73万0.02%9,460 -42-0.4% -$3,007 减仓
MDYG SPDR SERIES TRUST $67.25万0.02%6,000 00.0% — 不变
GLAS GLASS HOUSE BRANDS INC $66.47万0.02%51,133 51,133— $66.47万 新建仓
VNQ VANGUARD INDEX FDS $66.35万0.02%6,881 00.0% — 不变
VMD VIEMED HEALTHCARE INC $66.10万0.02%57,982 14,47533.3% $16.50万 加仓
XBI SPDR SERIES TRUST $66.09万0.02%4,176 00.0% — 不变
STX SEAGATE TECHNOLOGY HLDNGS PL $65.96万0.02%683 -25-3.5% -$2.41万 减仓
FNB F N B CORP $65.80万0.02%34,486 00.0% — 不变
ADI ANALOG DEVICES INC $65.45万0.02%1,648 -6-0.4% -$2,383 减仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $64.89万0.02%13,015 -235-1.8% -$1.17万 减仓
VPL VANGUARD INTL EQUITY INDEX F $64.38万0.02%5,565 2003.7% $2.31万 加仓
FLOT ISHARES TR $63.59万0.02%12,457 4003.3% $2.04万 加仓
COP CONOCOPHILLIPS $63.05万0.02%6,065 -420-6.5% -$4.37万 减仓
GRID FIRST TR EXCHANGE-TRADED FD $62.80万0.02%3,275 43015.1% $8.25万 加仓
AIQ GLOBAL X FDS $62.66万0.02%9,551 3804.1% $2.49万 加仓
TJX TJX COS INC NEW $61.38万0.02%4,052 -18-0.4% -$2,727 减仓
GPIX GOLDMAN SACHS ETF TR $60.43万0.01%10,875 3,80553.8% $21.14万 加仓
AZO AUTOZONE INC $59.12万0.01%185 00.0% — 不变
CGUS CAPITAL GROUP CORE EQUITY ET $59.05万0.01%13,250 00.0% — 不变
URI UNITED RENTALS INC $57.89万0.01%511 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $56.31万0.01%2,496 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $55.85万0.01%1,922 00.0% — 不变
GLD SPDR GOLD TR $55.63万0.01%1,510 -57-3.6% -$2.10万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $54.57万0.01%1,411 00.0% — 不变
JPIE J P MORGAN EXCHANGE TRADED F $52.96万0.01%11,500 11,500— $52.96万 新建仓
SCHE SCHWAB STRATEGIC TR $52.71万0.01%14,538 -84-0.6% -$3,046 减仓