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 |
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC | $3.29亿 | 9.67% | 1,394,452 | -141 | -0.0% | -$3.33万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2.43亿 | 7.12% | 1,390,529 | -29,829 | -2.1% | -$520.24万 | 减仓 |
| AAPL | APPLE INC | $2.42亿 | 7.11% | 954,501 | -9,722 | -1.0% | -$246.73万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.45亿 | 4.25% | 391,492 | 1,860 | 0.5% | $68.85万 | 加仓 |
| GOOG | ALPHABET INC | $1.42亿 | 4.17% | 495,496 | -3,805 | -0.8% | -$109.15万 | 减仓 |
| AMZN | AMAZON COM INC | $1.01亿 | 2.96% | 484,274 | 3,800 | 0.8% | $79.14万 | 加仓 |
| META | META PLATFORMS INC | $8,970.46万 | 2.63% | 156,791 | 732 | 0.5% | $41.88万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $8,481.27万 | 2.49% | 579,797 | -58,454 | -9.2% | -$855.07万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8,207.27万 | 2.41% | 171,270 | -788 | -0.5% | -$37.76万 | 减仓 |
| GOOGL | ALPHABET INC | $7,737.52万 | 2.27% | 269,075 | 1,071 | 0.4% | $30.80万 | 加仓 |
| LLY | ELI LILLY & CO | $7,225.03万 | 2.12% | 78,553 | -702 | -0.9% | -$64.57万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $7,100.84万 | 2.08% | 241,394 | 411 | 0.2% | $12.09万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $6,943.08万 | 2.04% | 205,436 | -1,047 | -0.5% | -$35.39万 | 减仓 |
| BAC | BANK AMERICA CORP | $5,520.34万 | 1.62% | 1,132,378 | 5,454 | 0.5% | $26.59万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,390.18万 | 1.58% | 264,965 | 1,702 | 0.6% | $34.62万 | 加仓 |
| PEP | PEPSICO INC | $4,421.94万 | 1.30% | 284,753 | -121 | -0.0% | -$1.88万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $4,318.49万 | 1.27% | 176,669 | -1,101 | -0.6% | -$26.91万 | 减仓 |
| RTX | RTX CORPORATION | $4,250.40万 | 1.25% | 220,342 | 415 | 0.2% | $8.01万 | 加仓 |
| WMT | WALMART INC | $4,149.59万 | 1.22% | 333,325 | -1,565 | -0.5% | -$19.48万 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INC | $4,136.76万 | 1.21% | 641,855 | -2,917 | -0.5% | -$18.80万 | 减仓 |
| CAT | CATERPILLAR INC | $3,465.93万 | 1.02% | 48,922 | -208 | -0.4% | -$14.74万 | 减仓 |
| NU | NU HLDGS LTD | $3,036.19万 | 0.89% | 2,112,866 | 25,854 | 1.2% | $37.15万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2,895.02万 | 0.85% | 62,800 | 842 | 1.4% | $38.82万 | 加仓 |
| ABBV | ABBVIE INC | $2,868.58万 | 0.84% | 131,895 | 288 | 0.2% | $6.26万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,816.85万 | 0.83% | 83,317 | 1,473 | 1.8% | $49.80万 | 加仓 |
| V | VISA INC | $2,472.33万 | 0.73% | 81,800 | 987 | 1.2% | $29.83万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,453.39万 | 0.72% | 24,622 | 490 | 2.0% | $48.82万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,410.30万 | 0.71% | 940,055 | 2,867 | 0.3% | $7.35万 | 加仓 |
| LEN | LENNAR CORP | $2,278.78万 | 0.67% | 262,412 | 440 | 0.2% | $3.82万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $2,273.69万 | 0.67% | 570,563 | 16,506 | 3.0% | $65.78万 | 加仓 |
| MRK | MERCK & CO INC | $2,134.83万 | 0.63% | 176,372 | -12,111 | -6.4% | -$146.59万 | 减仓 |
| CSCO | CISCO SYS INC | $2,091.71万 | 0.61% | 269,585 | 212 | 0.1% | $1.64万 | 加仓 |
| ALAB | ASTERA LABS INC | $2,026.59万 | 0.59% | 184,908 | 2,583 | 1.4% | $28.31万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,006.79万 | 0.59% | 69,879 | -192 | -0.3% | -$5.51万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,999.58万 | 0.59% | 645,860 | 10,864 | 1.7% | $33.63万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,980.87万 | 0.58% | 53,910 | -981 | -1.8% | -$36.05万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,959.97万 | 0.58% | 74,831 | 157 | 0.2% | $4.11万 | 加仓 |
| 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 |
| MCD | MCDONALDS CORP | $1,637.21万 | 0.48% | 52,679 | -148 | -0.3% | -$4.60万 | 减仓 |
| — | EXXON MOBIL CORP | $1,537.41万 | 0.45% | 90,617 | 116 | 0.1% | $1.97万 | 加仓 |
| UI | UBIQUITI INC | $1,513.09万 | 0.44% | 19,146 | -875 | -4.4% | -$69.15万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1,507.34万 | 0.44% | 76,017 | -2,185 | -2.8% | -$43.33万 | 减仓 |
| QCOM | QUALCOMM INC | $1,472.51万 | 0.43% | 114,343 | 881 | 0.8% | $11.35万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,470.68万 | 0.43% | 101,819 | -1,789 | -1.7% | -$25.84万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1,313.21万 | 0.39% | 184,492 | 8,040 | 4.6% | $57.23万 | 加仓 |
| BCPC | BALCHEM CORP | $1,293.90万 | 0.38% | 76,345 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $1,264.61万 | 0.37% | 201,532 | 5,460 | 2.8% | $34.26万 | 加仓 |
| TFC | TRUIST FINL CORP | $1,254.18万 | 0.37% | 272,825 | -1,776 | -0.6% | -$8.16万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,198.21万 | 0.35% | 120,970 | 9,960 | 9.0% | $98.65万 | 加仓 |
| ETN | EATON CORP PLC | $1,191.08万 | 0.35% | 33,301 | 830 | 2.6% | $29.69万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1,163.39万 | 0.34% | 346,971 | -1,185 | -0.3% | -$3.97万 | 减仓 |
| AMGN | AMGEN INC | $1,080.50万 | 0.32% | 30,709 | 775 | 2.6% | $27.27万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,065.79万 | 0.31% | 81,308 | -1,121 | -1.4% | -$14.69万 | 减仓 |
| NVS | NOVARTIS AG | $1,049.82万 | 0.31% | 68,728 | 63,391 | 1,187.8% | $968.30万 | 加仓 |
| AVGO | BROADCOM INC | $1,046.17万 | 0.31% | 33,801 | 1,083 | 3.3% | $33.52万 | 加仓 |
| ASML | ASML HLDG NV | $1,008.85万 | 0.30% | 7,638 | 203 | 2.7% | $26.81万 | 加仓 |
| MMM | 3M CO | $996.44万 | 0.29% | 68,611 | 152 | 0.2% | $2.21万 | 加仓 |
| RIO | RIO TINTO PLC | $983.32万 | 0.29% | 105,137 | 5,654 | 5.7% | $52.88万 | 加仓 |
| — | HONEYWELL INTL INC | $965.35万 | 0.28% | 42,709 | -787 | -1.8% | -$17.79万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $962.75万 | 0.28% | 254,426 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A | $946.89万 | 0.28% | 456,331 | -46,500 | -9.2% | -$96.49万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $903.44万 | 0.27% | 310,674 | 6,546 | 2.2% | $19.04万 | 加仓 |
| ENB | ENBRIDGE INC | $867.07万 | 0.25% | 160,154 | 954 | 0.6% | $5.16万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $841.56万 | 0.25% | 110,499 | 6,216 | 6.0% | $47.34万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $833.97万 | 0.24% | 16,962 | 502 | 3.0% | $24.68万 | 加仓 |
| FDX | FEDEX CORP | $831.03万 | 0.24% | 23,238 | -54 | -0.2% | -$1.93万 | 减仓 |
| PSX | PHILLIPS 66 | $827.17万 | 0.24% | 45,404 | -637 | -1.4% | -$11.60万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $815.88万 | 0.24% | 44,723 | 306 | 0.7% | $5.58万 | 加仓 |
| KO | COCA COLA CO | $813.32万 | 0.24% | 106,375 | 714 | 0.7% | $5.46万 | 加仓 |
| HUBB | HUBBELL INC | $810.51万 | 0.24% | 16,516 | -174 | -1.0% | -$8.54万 | 减仓 |
| CTAS | CINTAS CORP | $800.52万 | 0.23% | 47,329 | 46,805 | 8,932.3% | $791.66万 | 重新持有 |
| IRM | IRON MTN INC DEL | $797.95万 | 0.23% | 78,121 | 643 | 0.8% | $6.57万 | 加仓 |
| HD | HOME DEPOT INC | $770.24万 | 0.23% | 23,419 | 120 | 0.5% | $3.95万 | 加仓 |
| ET | ENERGY TRANSFER L P | $739.85万 | 0.22% | 383,340 | 39 | 0.0% | $753 | 加仓 |
| IWR | ISHARES TR | $736.72万 | 0.22% | 75,771 | -53 | -0.1% | -$5,153 | 减仓 |
| ABT | ABBOTT LABORATORIES | $721.22万 | 0.21% | 70,246 | -7,000 | -9.1% | -$71.87万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $718.14万 | 0.21% | 10 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $707.27万 | 0.21% | 136,670 | -2,050 | -1.5% | -$10.61万 | 减仓 |
| IVV | ISHARES TR | $701.87万 | 0.21% | 10,745 | -192 | -1.8% | -$12.54万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $693.17万 | 0.20% | 11,600 | -164 | -1.4% | -$9.80万 | 减仓 |
| WM | WASTE MGMT INC DEL | $680.68万 | 0.20% | 29,622 | -266 | -0.9% | -$6.11万 | 减仓 |
| CVX | CHEVRON CORPORATION | $674.87万 | 0.20% | 32,618 | 194 | 0.6% | $4.01万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $674.20万 | 0.20% | 16,178 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $624.70万 | 0.18% | 67,259 | 420 | 0.6% | $3.90万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $607.20万 | 0.18% | 71,242 | -4,200 | -5.6% | -$35.80万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $597.44万 | 0.18% | 7,062 | 8 | 0.1% | $6,768 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $595.49万 | 0.17% | 102,442 | 714 | 0.7% | $4.15万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $594.13万 | 0.17% | 15,218 | -815 | -5.1% | -$31.82万 | 减仓 |
| SON | SONOCO PRODS CO | $571.04万 | 0.17% | 105,572 | -193 | -0.2% | -$1.04万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $557.41万 | 0.16% | 25,919 | -1,452 | -5.3% | -$31.23万 | 减仓 |
| ORCL | ORACLE CORP | $522.56万 | 0.15% | 35,522 | 756 | 2.2% | $11.12万 | 加仓 |
| MS | MORGAN STANLEY | $517.84万 | 0.15% | 31,466 | 561 | 1.8% | $9.23万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $511.47万 | 0.15% | 102,736 | 497 | 0.5% | $2.47万 | 加仓 |
| AMLP | ALPS ETF TR | $482.47万 | 0.14% | 91,654 | 7,157 | 8.5% | $37.67万 | 加仓 |
| TSLA | TESLA INC | $466.55万 | 0.14% | 12,550 | 77 | 0.6% | $2.86万 | 加仓 |
| CRI | CARTERS INC | $453.85万 | 0.13% | 126,915 | 1,800 | 1.4% | $6.44万 | 加仓 |
| DY | DYCOM INDS INC | $451.38万 | 0.13% | 13,322 | -10 | -0.1% | -$3,388 | 减仓 |
| MELI | MERCADOLIBRE INC | $438.83万 | 0.13% | 2,538 | 139 | 5.8% | $24.03万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $437.57万 | 0.13% | 7,433 | -5 | -0.1% | -$2,943 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $431.16万 | 0.13% | 20,720 | 255 | 1.2% | $5.31万 | 加仓 |