13F 机构持仓

SIGMA INVESTMENT COUNSELORS INC

NORTHVILLE MI · SEC CIK 0001085163

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$20.52亿2026Q2
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

IVV 19.3%
VEA 7.8%
IJH 7.1%
IJR 3.9%
VTV 2.7%
VWO 2.4%
RSP 2.2%
STIP 2.1%
IWB 2.1%
SJNK 2.1%

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
T AT&T INC $00.00%0 -11,426-100.0% -$33.12万 清仓
HDV ISHARES TR $00.00%0 -12,025-100.0% -$32.64万 清仓
— HONEYWELL INTL INC $00.00%0 -1,421-100.0% -$32.12万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -1,359-100.0% -$26.95万 清仓
LNT ALLIANT ENERGY CORP $00.00%0 -3,580-100.0% -$25.69万 清仓
PAYX PAYCHEX INC $00.00%0 -2,634-100.0% -$24.26万 清仓
PSX PHILLIPS 66 $20.19万0.01%1,194 191.6% $3,212 加仓
XLY SELECT SECTOR SPDR TR $20.29万0.01%1,730 -40-2.3% -$4,691 重新持有
TGT TARGET CORP $20.31万0.01%1,555 1,555— $20.31万 新建仓
STE STERIS PLC $20.53万0.01%975 00.0% — 不变
VBR VANGUARD INDEX FDS $20.67万0.01%851 851— $20.67万 新建仓
WM WASTE MGMT INC DEL $20.69万0.01%928 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $21.79万0.01%1,868 -140-7.0% -$1.63万 减仓
VB VANGUARD INDEX FDS $21.80万0.01%719 719— $21.80万 新建仓
IUSG ISHARES TR $21.81万0.01%1,160 1,160— $21.81万 新建仓
TPIF TIMOTHY PLAN $21.88万0.01%5,864 661.1% $2,463 加仓
XME SPDR SERIES TRUST $22.13万0.01%2,070 00.0% — 不变
VOE VANGUARD INDEX FDS $22.35万0.01%1,131 -5-0.4% -$988 减仓
MO ALTRIA GROUP INC $22.44万0.01%3,119 3,119— $22.44万 新建仓
MAR MARRIOTT INTL INC NEW $22.68万0.01%612 612— $22.68万 新建仓
ROK ROCKWELL AUTOMATION INC $22.82万0.01%461 461— $22.82万 新建仓
CSX CSX CORP $23.01万0.01%4,841 4,841— $23.01万 新建仓
— EAGLE CAP GROWTH FD INC $23.56万0.01%23,117 00.0% — 不变
TCAF T ROWE PRICE EXCHANGE-TRADED $24.01万0.01%5,841 5,841— $24.01万 新建仓
GLW CORNING INC $24.11万0.01%944 944— $24.11万 新建仓
KMB KIMBERLY-CLARK CORP $24.28万0.01%2,212 1426.9% $1.56万 重新持有
CL COLGATE PALMOLIVE CO $25.27万0.01%2,756 00.0% — 不变
USB US BANCORP $25.42万0.01%4,209 4,209— $25.42万 新建仓
VLO VALERO ENERGY CORP $25.45万0.01%977 977— $25.45万 新建仓
IWP ISHARES TR $25.49万0.01%1,741 00.0% — 不变
IWN ISHARES TR $25.55万0.01%1,155 -102-8.1% -$2.26万 减仓
PANW PALO ALTO NETWORKS INC $25.65万0.01%752 752— $25.65万 新建仓
MCD MCDONALDS CORP $25.71万0.01%951 951— $25.71万 新建仓
ABT ABBOTT LABORATORIES $26.73万0.01%2,946 1,05055.4% $9.53万 重新持有
IYW ISHARES TR $26.89万0.01%1,066 -200-15.8% -$5.04万 减仓
PH PARKER-HANNIFIN CORP $27.11万0.01%277 51.8% $4,894 重新持有
TXN TEXAS INSTRS INC $27.75万0.01%931 931— $27.75万 新建仓
NFLX NETFLIX INC. $27.95万0.01%3,915 -70-1.8% -$4,998 减仓
ECL ECOLAB INC $28.00万0.01%1,005 00.0% — 不变
DVY ISHARES TR $28.29万0.01%1,810 -35-1.9% -$5,470 减仓
KR KROGER CO $28.32万0.01%5,100 00.0% — 不变
IWS ISHARES TR $28.37万0.01%1,723 00.0% — 不变
VOT VANGUARD INDEX FDS $28.42万0.01%928 00.0% — 不变
BSCV INVESCO EXCH TRD SLF IDX FD $28.55万0.01%17,427 -610-3.4% -$9,995 减仓
SCHE SCHWAB STRATEGIC TR $28.66万0.01%7,904 -70-0.9% -$2,538 减仓
BSCT INVESCO EXCH TRD SLF IDX FD $29.66万0.01%15,967 -606-3.7% -$1.13万 减仓
BX BLACKSTONE INC $29.76万0.01%2,530 -732-22.4% -$8.61万 减仓
ED CONSOLIDATED EDISON INC $29.89万0.01%2,702 40.1% $443 加仓
BP BP PLC $30.41万0.01%8,229 00.0% — 不变
BA BOEING CO $30.48万0.01%1,408 27524.3% $5.95万 加仓
CVS CVS HEALTH CORP $30.75万0.01%2,972 2,972— $30.75万 新建仓
DUK DUKE ENERGY CORP NEW $32.28万0.02%2,550 28012.3% $3.54万 加仓
BSCS INVESCO EXCH TRD SLF IDX FD $32.30万0.02%15,859 -601-3.7% -$1.22万 减仓
EMR EMERSON ELEC CO $32.65万0.02%2,281 2,281— $32.65万 新建仓
ITW ILLINOIS TOOL WKS INC $34.00万0.02%1,257 1,257— $34.00万 新建仓
DIS DISNEY WALT CO $34.48万0.02%3,582 57319.0% $5.52万 加仓
IWO ISHARES TR $34.67万0.02%880 00.0% — 不变
IJK ISHARES TR $34.72万0.02%2,955 00.0% — 不变
XLV SELECT SECTOR SPDR TR $35.17万0.02%2,217 -130-5.5% -$2.06万 减仓
BSCR INVESCO EXCH TRD SLF IDX FD $35.49万0.02%18,094 -946-5.0% -$1.86万 减仓
LMT LOCKHEED MARTIN CORP $35.77万0.02%702 -55-7.3% -$2.80万 减仓
IBM INTERNATIONAL BUSINESS MACHS $36.11万0.02%1,284 42850.0% $12.04万 重新持有
EEM ISHARES TR $36.24万0.02%5,297 1001.9% $6,841 加仓
NSC NORFOLK SOUTHN CORP $36.24万0.02%1,152 1,152— $36.24万 新建仓
ROP ROPER TECHNOLOGIES INC $36.38万0.02%1,075 -2,367-68.8% -$80.10万 减仓
GGG GRACO INC $36.42万0.02%4,817 00.0% — 不变
MA MASTERCARD INCORPORATED $36.55万0.02%712 -170-19.3% -$8.73万 减仓
BSCU INVESCO EXCH TRD SLF IDX FD $37.51万0.02%22,537 -601-2.6% -$1.00万 减仓
— ISHARES TR $37.75万0.02%14,630 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $38.20万0.02%800 800— $38.20万 新建仓
BSCQ INVESCO EXCH TRD SLF IDX FD $38.44万0.02%19,685 -355-1.8% -$6,931 减仓
VXF VANGUARD INDEX FDS $38.66万0.02%1,570 00.0% — 不变
GEV GE VERNOVA INC $39.03万0.02%332 00.0% — 不变
MUB ISHARES TR $39.72万0.02%3,690 42613.1% $4.59万 加仓
MMM 3M CO $41.22万0.02%2,546 2,546— $41.22万 新建仓
VUG VANGUARD INDEX FDS $41.55万0.02%4,824 -60-1.2% -$5,168 减仓
MPC MARATHON PETE CORP $41.59万0.02%1,627 00.0% — 不变
GLD SPDR GOLD TR $42.55万0.02%1,155 -11-0.9% -$4,052 减仓
DE DEERE & CO $43.14万0.02%680 00.0% — 不变
WMT WALMART INC $43.73万0.02%3,861 48014.2% $5.44万 加仓
SOXX ISHARES TR $43.79万0.02%683 00.0% — 不变
ESGE ISHARES INC $43.88万0.02%8,024 1501.9% $8,204 加仓
BSCX INVESCO EXCH TRD SLF IDX FD $44.43万0.02%21,103 00.0% — 不变
DTM DT MIDSTREAM INC $48.47万0.02%3,303 70.2% $1,027 加仓
SO SOUTHERN CO $49.13万0.02%5,133 3116.4% $2.98万 加仓
C CITIGROUP INC $49.49万0.02%3,536 1,73996.8% $24.34万 重新持有
MDY STATE STR SPDR S&P MIDCAP 40 $49.52万0.02%704 00.0% — 不变
VBK VANGUARD INDEX FDS $50.61万0.02%1,384 -9-0.6% -$3,291 减仓
ADP AUTOMATIC DATA PROCESSING IN $50.84万0.02%2,270 1,03083.1% $23.07万 重新持有
XSD SPDR SERIES TRUST $50.93万0.02%817 101.2% $6,234 加仓
IJJ ISHARES TR $51.44万0.03%3,482 00.0% — 不变
VO VANGUARD INDEX FDS $52.17万0.03%6,475 2754.4% $2.22万 加仓
PEP PEPSICO INC $52.24万0.03%3,858 70022.2% $9.48万 加仓
ICF ISHARES TR $52.84万0.03%7,814 -140-1.8% -$9,468 减仓
ETR ENTERGY CORP NEW $54.08万0.03%4,709 10.0% $115 加仓
SCHD SCHWAB STRATEGIC TR $56.01万0.03%17,662 -29-0.2% -$920 减仓
VTEB VANGUARD MUN BD FDS $56.89万0.03%11,248 00.0% — 不变
AMGN AMGEN INC $57.75万0.03%1,595 1,595— $57.75万 新建仓
AMD ADVANCED MICRO DEVICES INC $58.54万0.03%1,008 1,008— $58.54万 新建仓
PM PHILIP MORRIS INTL INC $61.78万0.03%3,415 2347.4% $4.23万 加仓