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
CAT CATERPILLAR INC $1,975.03万0.96%18,547 -1,309-6.6% -$139.39万 减仓
IEFA ISHARES TR $2,285.51万1.11%236,645 -12,563-5.0% -$121.33万 减仓
IWR ISHARES TR $2,670.18万1.30%242,040 -18,004-6.9% -$198.62万 减仓
NVDA NVIDIA CORPORATION $2,691.89万1.31%134,534 -14,531-9.7% -$290.75万 减仓
IBDR ISHARES TR $2,778.40万1.35%1,146,679 -10,339-0.9% -$25.05万 减仓
AAPL APPLE INC $2,902.96万1.41%100,323 -9,589-8.7% -$277.47万 减仓
IBDS ISHARES TR $3,224.90万1.57%1,331,503 35,7372.8% $86.56万 加仓
IBDT ISHARES TR $3,375.67万1.65%1,336,901 58,5624.6% $147.87万 加仓
IBDZ ISHARES TR $3,397.17万1.66%1,304,097 222,11220.5% $578.60万 加仓
IBDU ISHARES TR $3,616.24万1.76%1,561,416 18,2291.2% $42.22万 加仓
IBDV ISHARES TR $3,621.12万1.76%1,661,062 17,2791.1% $37.67万 加仓
IBDY ISHARES TR $3,806.46万1.86%1,478,526 93,3976.7% $240.45万 加仓
IBDW ISHARES TR $3,959.27万1.93%1,899,841 83,8294.6% $174.70万 加仓
IBDX ISHARES TR $3,994.35万1.95%1,585,690 74,0504.9% $186.53万 加仓
SJNK SPDR SERIES TRUST $4,209.38万2.05%1,681,734 21,8791.3% $54.76万 加仓
IWB ISHARES TR $4,239.60万2.07%103,531 -2,003-1.9% -$82.02万 减仓
STIP ISHARES TR $4,259.45万2.08%416,939 9,6142.4% $98.22万 加仓
RSP INVESCO EXCHANGE TRADED FD T $4,448.38万2.17%209,070 92,23178.9% $1,962.40万 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
VTV VANGUARD INDEX FDS $5,633.41万2.75%258,496 69,88137.0% $1,522.92万 加仓
IJR ISHARES TR $7,991.28万3.89%538,823 -18,090-3.2% -$268.29万 减仓
IJH ISHARES TR $1.46亿7.13%1,897,411 -60,672-3.1% -$467.84万 减仓
VEA VANGUARD TAX-MANAGED FDS $1.60亿7.80%2,246,838 -10,795-0.5% -$76.91万 减仓
IVV ISHARES TR $3.97亿19.35%530,151 -56,705-9.7% -$4,246.58万 减仓