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
TCAF T ROWE PRICE EXCHANGE-TRADED $24.01万0.01%5,841 5,841— $24.01万 新建仓
— EAGLE CAP GROWTH FD INC $23.56万0.01%23,117 00.0% — 不变
CSX CSX CORP $23.01万0.01%4,841 4,841— $23.01万 新建仓
ROK ROCKWELL AUTOMATION INC $22.82万0.01%461 461— $22.82万 新建仓
MAR MARRIOTT INTL INC NEW $22.68万0.01%612 612— $22.68万 新建仓
MO ALTRIA GROUP INC $22.44万0.01%3,119 3,119— $22.44万 新建仓
VOE VANGUARD INDEX FDS $22.35万0.01%1,131 -5-0.4% -$988 减仓
XME SPDR SERIES TRUST $22.13万0.01%2,070 00.0% — 不变
TPIF TIMOTHY PLAN $21.88万0.01%5,864 661.1% $2,463 加仓
IUSG ISHARES TR $21.81万0.01%1,160 1,160— $21.81万 新建仓
VB VANGUARD INDEX FDS $21.80万0.01%719 719— $21.80万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $21.79万0.01%1,868 -140-7.0% -$1.63万 减仓
WM WASTE MGMT INC DEL $20.69万0.01%928 00.0% — 不变
VBR VANGUARD INDEX FDS $20.67万0.01%851 851— $20.67万 新建仓
STE STERIS PLC $20.53万0.01%975 00.0% — 不变
TGT TARGET CORP $20.31万0.01%1,555 1,555— $20.31万 新建仓
XLY SELECT SECTOR SPDR TR $20.29万0.01%1,730 -40-2.3% -$4,691 重新持有
PSX PHILLIPS 66 $20.19万0.01%1,194 191.6% $3,212 加仓
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