13F 机构持仓

SIGMA INVESTMENT COUNSELORS INC

NORTHVILLE MI · SEC CIK 0001085163

2026Q22026Q1 更早 9 个季度 🔒
$18.93亿2026Q1 申报市值
194持仓数
51.3%前十大占比 · 第一大 20.3%
3 / 4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 20.3%
VEA 7.6%
IJH 7.0%
IJR 3.7%
VWO 2.3%
STIP 2.2%
SJNK 2.2%
IBDX 2.0%
IBDW 2.0%
IWB 2.0%

2026Q1 买入最多 按季末市值估算

IBDZ 加仓+$1,115.62万
CRWD 新建仓+$349.41万
IBDY 加仓+$254.76万
VEA 加仓+$233.43万
IBDX 加仓+$164.44万

2026Q1 卖出最多 按季末市值估算

IVV 减仓-$1,025.28万
IJH 减仓-$521.46万
ROP 减仓-$350.82万
QQQ 减仓-$291.47万
VTI 减仓-$281.80万

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
ADBE ADOBE INC $00.00%0 -7,920-100.0% -$277.19万 清仓
CRWV COREWEAVE INC $00.00%0 -8,305-100.0% -$59.47万 清仓
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 —— — 申报中断
IJT ISHARES TR $00.00%0 -2,137-100.0% -$30.16万 清仓
CRM SALESFORCE INC $00.00%0 -967-100.0% -$25.61万 清仓
IBM INTERNATIONAL BUSINESS MACHS $00.00%0 —— — 申报中断
PH PARKER-HANNIFIN CORP $00.00%0 —— — 申报中断
ABT ABBOTT LABS $00.00%0 —— — 申报中断
XLY SELECT SECTOR SPDR TR $00.00%0 —— — 申报中断
C CITIGROUP INC $00.00%0 —— — 申报中断
KMB KIMBERLY-CLARK CORP $00.00%0 —— — 申报中断
TPIF TIMOTHY PLAN $20.90万0.01%5,798 20.0% $72 加仓
VOE VANGUARD INDEX FDS $20.94万0.01%1,136 00.0% — 不变
WM WASTE MGMT INC DEL $21.33万0.01%928 00.0% — 不变
PSX PHILLIPS 66 $21.41万0.01%1,175 1,175— $21.41万 新建仓
STE STERIS PLC $21.56万0.01%975 00.0% — 不变
INTC INTEL CORP $21.60万0.01%4,894 4,894— $21.60万 新建仓
IWP ISHARES TR $22.31万0.01%1,741 00.0% — 不变
XME SPDR SERIES TRUST $22.36万0.01%2,070 -4,287-67.4% -$46.30万 减仓
SOXX ISHARES TR $22.46万0.01%683 -150-18.0% -$4.93万 减仓
BA BOEING CO $22.55万0.01%1,133 -1,360-54.6% -$27.07万 减仓
IYW ISHARES TR $22.97万0.01%1,266 00.0% — 不变
— EAGLE CAP GROWTH FD INC $23.35万0.01%23,117 1,3906.4% $1.40万 加仓
CL COLGATE PALMOLIVE CO $23.49万0.01%2,756 00.0% — 不变
IWN ISHARES TR $23.83万0.01%1,257 -91-6.8% -$1.73万 减仓
VOT VANGUARD INDEX FDS $23.88万0.01%928 00.0% — 不变
PAYX PAYCHEX INC $24.26万0.01%2,634 00.0% — 不变
IWS ISHARES TR $25.12万0.01%1,723 00.0% — 不变
LNT ALLIANT ENERGY CORP $25.69万0.01%3,580 00.0% — 不变
SCHE SCHWAB STRATEGIC TR $26.27万0.01%7,974 -2,694-25.3% -$8.88万 减仓
XSD SPDR SERIES TRUST $26.32万0.01%807 00.0% — 不变
GE GE AEROSPACE $26.66万0.01%939 -4-0.4% -$1,136 减仓
ECL ECOLAB INC $26.74万0.01%1,005 00.0% — 不变
ACN ACCENTURE PLC IRELAND $26.95万0.01%1,359 -110-7.5% -$2.18万 减仓
IWO ISHARES TR $27.62万0.01%880 00.0% — 不变
DVY ISHARES TR $27.94万0.01%1,845 -200-9.8% -$3.03万 减仓
GEV GE VERNOVA INC $28.99万0.02%332 00.0% — 不变
DIS DISNEY WALT CO $29.00万0.02%3,009 -30-1.0% -$2,892 减仓
PLTR PALANTIR TECHNOLOGIES INC $29.37万0.02%2,008 -1,085-35.1% -$15.87万 减仓
EEM ISHARES TR $29.51万0.02%5,197 -496-8.7% -$2.82万 减仓
BSCV INVESCO EXCH TRD SLF IDX FD $29.69万0.02%18,037 00.0% — 不变
DUK DUKE ENERGY CORP NEW $29.72万0.02%2,270 -3-0.1% -$393 减仓
IJK ISHARES TR $29.73万0.02%2,955 -1,845-38.4% -$18.56万 减仓
ED CONSOLIDATED EDISON INC $30.53万0.02%2,698 40.1% $453 加仓
BSCT INVESCO EXCH TRD SLF IDX FD $30.93万0.02%16,573 00.0% — 不变
SCHW SCHWAB CHARLES CORP $31.63万0.02%3,365 00.0% — 不变
— HONEYWELL INTL INC $32.12万0.02%1,421 00.0% — 不变
VXF VANGUARD INDEX FDS $32.31万0.02%1,570 -1,200-43.3% -$24.70万 减仓
HDV ISHARES TR $32.64万0.02%2,405 00.0% — 不变
T AT&T INC $33.12万0.02%11,426 -2,030-15.1% -$5.88万 减仓
BSCS INVESCO EXCH TRD SLF IDX FD $33.62万0.02%16,460 -1,045-6.0% -$2.13万 减仓
XLV SELECT SECTOR SPDR TR $34.40万0.02%2,347 -1,458-38.3% -$21.37万 减仓
MUB ISHARES TR $34.65万0.02%3,264 -1,170-26.4% -$12.42万 减仓
MU MICRON TECHNOLOGY INC $35.41万0.02%1,048 -8-0.8% -$2,703 减仓
VUG VANGUARD INDEX FDS $35.55万0.02%814 -1,036-56.0% -$45.25万 减仓
ESGE ISHARES INC $35.80万0.02%7,874 3004.0% $1.36万 加仓
CSCO CISCO SYS INC $36.15万0.02%4,659 -16-0.3% -$1,241 减仓
KR KROGER CO $36.91万0.02%5,100 1002.0% $7,236 加仓
BSCR INVESCO EXCH TRD SLF IDX FD $37.37万0.02%19,040 00.0% — 不变
BX BLACKSTONE INC $37.51万0.02%3,262 -40-1.2% -$4,599 减仓
— ISHARES TR $37.55万0.02%14,630 4,79048.7% $12.29万 加仓
DE DEERE & CO $38.31万0.02%680 00.0% — 不变
NFLX NETFLIX INC. $38.32万0.02%3,985 -760-16.0% -$7.31万 减仓
BP BP PLC $38.68万0.02%8,229 00.0% — 不变
BSCU INVESCO EXCH TRD SLF IDX FD $38.68万0.02%23,138 -1,290-5.3% -$2.16万 减仓
BSCQ INVESCO EXCH TRD SLF IDX FD $39.14万0.02%20,040 -148-0.7% -$2,890 减仓
MPC MARATHON PETE CORP $39.72万0.02%1,627 00.0% — 不变
GGG GRACO INC $40.78万0.02%4,817 -825-14.6% -$6.98万 减仓
WMT WALMART INC $42.02万0.02%3,381 -450-11.7% -$5.59万 减仓
VBK VANGUARD INDEX FDS $42.11万0.02%1,393 -348-20.0% -$10.52万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $43.42万0.02%704 00.0% — 不变
MA MASTERCARD INCORPORATED $44.05万0.02%882 -25-2.8% -$1.25万 减仓
DTM DT MIDSTREAM INC $44.39万0.02%3,296 -88-2.6% -$1.19万 减仓
VO VANGUARD INDEX FDS $44.50万0.02%1,550 -42-2.6% -$1.21万 减仓
BSCX INVESCO EXCH TRD SLF IDX FD $44.63万0.02%21,103 00.0% — 不变
LMT LOCKHEED MARTIN CORP $45.76万0.02%757 00.0% — 不变
IJJ ISHARES TR $46.14万0.02%3,482 00.0% — 不变
SO SOUTHERN CO $46.54万0.02%4,822 40.1% $386 加仓
PEP PEPSICO INC $49.04万0.03%3,158 00.0% — 不变
ICF ISHARES TR $49.22万0.03%7,954 -2,471-23.7% -$15.29万 减仓
GLD SPDR GOLD TR $50.17万0.03%1,166 605.4% $2.58万 加仓
PM PHILIP MORRIS INTL INC $52.59万0.03%3,181 -358-10.1% -$5.92万 减仓
ETR ENTERGY CORP NEW $52.90万0.03%4,708 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $53.68万0.03%18,460 -16,516-47.2% -$48.03万 减仓
SCHD SCHWAB STRATEGIC TR $54.28万0.03%17,691 -1,637-8.5% -$5.02万 减仓
BAC BANK AMERICA CORP $55.82万0.03%11,449 -558-4.6% -$2.72万 减仓
VTEB VANGUARD MUN BD FDS $56.12万0.03%11,248 -1,023-8.3% -$5.10万 减仓
MRK MERCK & CO INC $59.04万0.03%4,908 00.0% — 不变
TPLC TIMOTHY PLAN $70.34万0.04%15,145 3592.4% $1.67万 加仓
XLI SELECT SECTOR SPDR TR $71.95万0.04%4,449 92826.4% $15.01万 加仓
LECO LINCOLN ELEC HLDGS INC $74.72万0.04%3,000 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $77.06万0.04%24,891 -15,811-38.8% -$48.95万 减仓
SCHF SCHWAB STRATEGIC TR $77.97万0.04%31,504 -23,372-42.6% -$57.85万 减仓
VGT VANGUARD WORLD FD $90.51万0.05%1,297 -441-25.4% -$30.78万 减仓
ORCL ORACLE CORP $90.55万0.05%6,155 370.6% $5,443 加仓
ESGD ISHARES TR $97.47万0.05%10,193 4004.1% $3.82万 加仓
IVW ISHARES TR $100.03万0.05%8,843 1,04913.5% $11.87万 加仓
HD HOME DEPOT INC $100.55万0.05%3,057 240.8% $7,894 加仓
AXP AMERICAN EXPRESS CO $102.12万0.05%3,376 -2-0.1% -$605 减仓
CVX CHEVRON CORPORATION $105.08万0.06%5,079 -31-0.6% -$6,413 减仓