SIGMA INVESTMENT COUNSELORS INC
NORTHVILLE MI · SEC CIK 0001085163
$20.52亿2026Q2 申报市值
218持仓数
51.6%前十大占比 · 第一大 19.3%
23 / 6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
RSP 加仓+$1,962.40万
VTV 加仓+$1,522.92万
IBDZ 加仓+$578.60万
IBDY 加仓+$240.45万
IBDX 加仓+$186.53万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$4,246.58万
IJH 减仓-$467.84万
NVDA 减仓-$290.75万
AAPL 减仓-$277.47万
IJR 减仓-$268.29万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3.97亿 | 19.35% | 530,151 | -56,705 | -9.7% | -$4,246.58万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.60亿 | 7.80% | 2,246,838 | -10,795 | -0.5% | -$76.91万 | 减仓 |
| IJH | ISHARES TR | $1.46亿 | 7.13% | 1,897,411 | -60,672 | -3.1% | -$467.84万 | 减仓 |
| IJR | ISHARES TR | $7,991.28万 | 3.89% | 538,823 | -18,090 | -3.2% | -$268.29万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $5,633.41万 | 2.75% | 258,496 | 69,881 | 37.0% | $1,522.92万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4,849.82万 | 2.36% | 812,502 | -9,710 | -1.2% | -$57.96万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,448.38万 | 2.17% | 209,070 | 92,231 | 78.9% | $1,962.40万 | 加仓 |
| STIP | ISHARES TR | $4,259.45万 | 2.08% | 416,939 | 9,614 | 2.4% | $98.22万 | 加仓 |
| IWB | ISHARES TR | $4,239.60万 | 2.07% | 103,531 | -2,003 | -1.9% | -$82.02万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $4,209.38万 | 2.05% | 1,681,734 | 21,879 | 1.3% | $54.76万 | 加仓 |
| IBDX | ISHARES TR | $3,994.35万 | 1.95% | 1,585,690 | 74,050 | 4.9% | $186.53万 | 加仓 |
| IBDW | ISHARES TR | $3,959.27万 | 1.93% | 1,899,841 | 83,829 | 4.6% | $174.70万 | 加仓 |
| IBDY | ISHARES TR | $3,806.46万 | 1.86% | 1,478,526 | 93,397 | 6.7% | $240.45万 | 加仓 |
| IBDV | ISHARES TR | $3,621.12万 | 1.76% | 1,661,062 | 17,279 | 1.1% | $37.67万 | 加仓 |
| IBDU | ISHARES TR | $3,616.24万 | 1.76% | 1,561,416 | 18,229 | 1.2% | $42.22万 | 加仓 |
| IBDZ | ISHARES TR | $3,397.17万 | 1.66% | 1,304,097 | 222,112 | 20.5% | $578.60万 | 加仓 |
| IBDT | ISHARES TR | $3,375.67万 | 1.65% | 1,336,901 | 58,562 | 4.6% | $147.87万 | 加仓 |
| IBDS | ISHARES TR | $3,224.90万 | 1.57% | 1,331,503 | 35,737 | 2.8% | $86.56万 | 加仓 |
| AAPL | APPLE INC | $2,902.96万 | 1.41% | 100,323 | -9,589 | -8.7% | -$277.47万 | 减仓 |
| IBDR | ISHARES TR | $2,778.40万 | 1.35% | 1,146,679 | -10,339 | -0.9% | -$25.05万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,691.89万 | 1.31% | 134,534 | -14,531 | -9.7% | -$290.75万 | 减仓 |
| IWR | ISHARES TR | $2,670.18万 | 1.30% | 242,040 | -18,004 | -6.9% | -$198.62万 | 减仓 |
| IEFA | ISHARES TR | $2,285.51万 | 1.11% | 236,645 | -12,563 | -5.0% | -$121.33万 | 减仓 |
| CAT | CATERPILLAR INC | $1,975.03万 | 0.96% | 18,547 | -1,309 | -6.6% | -$139.39万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,862.99万 | 0.91% | 25,299 | -146 | -0.6% | -$10.75万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,859.02万 | 0.91% | 50,238 | -1,506 | -2.9% | -$55.73万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,784.42万 | 0.87% | 47,837 | -2,905 | -5.7% | -$108.36万 | 减仓 |
| IWM | ISHARES TR | $1,659.87万 | 0.81% | 55,246 | -3,792 | -6.4% | -$113.93万 | 减仓 |
| AMZN | AMAZON COM INC | $1,658.34万 | 0.81% | 69,579 | -7,832 | -10.1% | -$186.67万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,499.50万 | 0.73% | 45,810 | -3,574 | -7.2% | -$116.99万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $1,447.41万 | 0.71% | 781,116 | -26,236 | -3.2% | -$48.62万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,254.45万 | 0.61% | 39,844 | -49 | -0.1% | -$1.54万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $1,188.10万 | 0.58% | 922,439 | -13,934 | -1.5% | -$17.95万 | 减仓 |
| GOOGL | ALPHABET INC | $1,181.95万 | 0.58% | 33,073 | -2,848 | -7.9% | -$101.78万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,164.97万 | 0.57% | 15,600 | -331 | -2.1% | -$24.72万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,104.33万 | 0.54% | 11,805 | -644 | -5.2% | -$60.24万 | 减仓 |
| URI | UNITED RENTALS INC | $1,067.46万 | 0.52% | 9,422 | -667 | -6.6% | -$75.57万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,061.08万 | 0.52% | 10,492 | -1,250 | -10.6% | -$126.42万 | 减仓 |
| TJX | TJX COS INC NEW | $1,004.52万 | 0.49% | 66,305 | -6,654 | -9.1% | -$100.81万 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $957.11万 | 0.47% | 239,218 | -5,282 | -2.2% | -$21.13万 | 减仓 |
| KLAC | KLA CORP | $949.64万 | 0.46% | 31,475 | -3,075 | -8.9% | -$92.78万 | 减仓 |
| SNPS | SYNOPSYS INC | $919.79万 | 0.45% | 20,620 | -3,478 | -14.4% | -$155.14万 | 减仓 |
| META | META PLATFORMS INC | $919.59万 | 0.45% | 16,325 | -2,503 | -13.3% | -$140.99万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $873.94万 | 0.43% | 55,302 | -225 | -0.4% | -$3.56万 | 减仓 |
| IAU | ISHARES GOLD TR | $863.70万 | 0.42% | 114,383 | -3,667 | -3.1% | -$27.69万 | 减仓 |
| IEMG | ISHARES INC | $819.86万 | 0.40% | 98,969 | -4,801 | -4.6% | -$39.77万 | 减仓 |
| ABBV | ABBVIE INC | $786.06万 | 0.38% | 31,238 | -2,491 | -7.4% | -$62.68万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $769.28万 | 0.37% | 93,077 | -8,931 | -8.8% | -$73.81万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $702.15万 | 0.34% | 9,201 | 251 | 2.8% | $19.15万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $658.37万 | 0.32% | 38,755 | -2,763 | -6.7% | -$46.94万 | 减仓 |
| NUE | NUCOR CORP | $645.06万 | 0.31% | 28,959 | -3,965 | -12.0% | -$88.32万 | 减仓 |
| LOW | LOWES COS INC | $636.54万 | 0.31% | 28,869 | -1,762 | -5.8% | -$38.85万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $631.83万 | 0.31% | 58,775 | -242 | -0.4% | -$2.60万 | 减仓 |
| AVGO | BROADCOM INC | $629.06万 | 0.31% | 16,653 | -677 | -3.9% | -$25.57万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $621.34万 | 0.30% | 9,047 | -1,208 | -11.8% | -$82.96万 | 减仓 |
| SNA | SNAP ON INC | $618.54万 | 0.30% | 15,371 | -1,189 | -7.2% | -$47.85万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $617.58万 | 0.30% | 26,902 | -4,349 | -13.9% | -$99.84万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $612.85万 | 0.30% | 77,547 | -4,419 | -5.4% | -$34.92万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $591.85万 | 0.29% | 14,883 | -1,058 | -6.6% | -$42.07万 | 减仓 |
| V | VISA INC | $561.91万 | 0.27% | 16,378 | -386 | -2.3% | -$13.24万 | 减仓 |
| IWF | ISHARES TR | $517.70万 | 0.25% | 41,693 | -1,135 | -2.7% | -$14.09万 | 减仓 |
| KO | COCA COLA CO | $510.90万 | 0.25% | 62,864 | -1,927 | -3.0% | -$15.66万 | 减仓 |
| — | EXXON MOBIL CORP | $506.52万 | 0.25% | 37,048 | -2,381 | -6.0% | -$32.55万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $496.30万 | 0.24% | 26,050 | -2,031 | -7.2% | -$38.69万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $484.83万 | 0.24% | 55,239 | -3,137 | -5.4% | -$27.53万 | 减仓 |
| ITOT | ISHARES TR | $479.89万 | 0.23% | 29,213 | 43 | 0.1% | $7,064 | 加仓 |
| SHYG | ISHARES TR | $459.85万 | 0.22% | 108,428 | -1,810 | -1.6% | -$7.68万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $451.45万 | 0.22% | 9,089 | -528 | -5.5% | -$26.23万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $440.96万 | 0.21% | 3,310 | -144 | -4.2% | -$19.18万 | 减仓 |
| DHR | DANAHER CORP DEL | $437.09万 | 0.21% | 22,947 | -3,309 | -12.6% | -$63.03万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $435.34万 | 0.21% | 29,688 | -2,019 | -6.4% | -$29.61万 | 减仓 |
| EFA | ISHARES TR | $430.13万 | 0.21% | 41,406 | 531 | 1.3% | $5.52万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $428.48万 | 0.21% | 10,309 | -1,752 | -14.5% | -$72.82万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $414.65万 | 0.20% | 78,073 | -5,012 | -6.0% | -$26.62万 | 减仓 |
| ETN | EATON CORP PLC | $387.65万 | 0.19% | 9,097 | -165 | -1.8% | -$7.03万 | 减仓 |
| COR | CENCORA INC | $376.46万 | 0.18% | 13,304 | -1,325 | -9.1% | -$37.49万 | 减仓 |
| PLD | PROLOGIS INC. | $351.17万 | 0.17% | 25,922 | -2,359 | -8.3% | -$31.96万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $344.52万 | 0.17% | 117,063 | -2,511 | -2.1% | -$7.39万 | 减仓 |
| NOW | SERVICENOW INC | $343.87万 | 0.17% | 34,636 | -685 | -1.9% | -$6.80万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $337.07万 | 0.16% | 62,385 | -200 | -0.3% | -$1.08万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $307.80万 | 0.15% | 26,016 | 2,816 | 12.1% | $33.32万 | 加仓 |
| SLB | SLB LIMITED | $289.48万 | 0.14% | 62,266 | -4 | -0.0% | -$186 | 减仓 |
| PSA | PUBLIC STORAGE | $280.76万 | 0.14% | 8,820 | -732 | -7.7% | -$23.30万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $280.06万 | 0.14% | 87,600 | -2,828 | -3.1% | -$9.04万 | 减仓 |
| TIP | ISHARES TR | $278.52万 | 0.14% | 25,452 | -1,319 | -4.9% | -$14.43万 | 减仓 |
| IVE | ISHARES TR | $273.40万 | 0.13% | 12,041 | -305 | -2.5% | -$6.93万 | 减仓 |
| GOOG | ALPHABET INC | $269.49万 | 0.13% | 7,627 | -613 | -7.4% | -$21.66万 | 减仓 |
| SUB | ISHARES TR | $247.93万 | 0.12% | 23,286 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $228.25万 | 0.11% | 5,427 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC | $224.48万 | 0.11% | 3,918 | -490 | -11.1% | -$28.07万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $220.43万 | 0.11% | 76,114 | 1,139 | 1.5% | $3.30万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $219.23万 | 0.11% | 4,381 | 18 | 0.4% | $9,007 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $206.42万 | 0.10% | 8,128 | -1,649 | -16.9% | -$41.88万 | 减仓 |
| PGR | PROGRESSIVE CORP | $201.62万 | 0.10% | 9,229 | -489 | -5.0% | -$10.68万 | 减仓 |
| IDEV | ISHARES TR | $189.96万 | 0.09% | 21,341 | -18 | -0.1% | -$1,602 | 减仓 |
| GE | GE AEROSPACE | $181.00万 | 0.09% | 4,843 | 3,904 | 415.8% | $145.91万 | 加仓 |
| LLY | ELI LILLY & CO | $157.71万 | 0.08% | 1,315 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $153.82万 | 0.07% | 14,358 | -744 | -4.9% | -$7.97万 | 减仓 |
| IWD | ISHARES TR | $151.74万 | 0.07% | 6,259 | 347 | 5.9% | $8.41万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $151.29万 | 0.07% | 28,221 | -8,571 | -23.3% | -$45.95万 | 减仓 |