SIGMA INVESTMENT COUNSELORS INC
NORTHVILLE MI · SEC CIK 0001085163
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3.83亿 | 20.25% | 586,856 | -15,696 | -2.6% | -$1,025.28万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.45亿 | 7.64% | 2,257,633 | 36,428 | 1.6% | $233.43万 | 加仓 |
| IJH | ISHARES TR | $1.32亿 | 6.99% | 1,958,083 | -77,219 | -3.8% | -$521.46万 | 减仓 |
| IJR | ISHARES TR | $6,922.99万 | 3.66% | 556,913 | -19,143 | -3.3% | -$237.97万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4,444.06万 | 2.35% | 822,212 | 12,573 | 1.6% | $67.96万 | 加仓 |
| STIP | ISHARES TR | $4,212.96万 | 2.23% | 407,325 | 6,862 | 1.7% | $70.97万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $4,146.32万 | 2.19% | 1,659,855 | 26,934 | 1.6% | $67.28万 | 加仓 |
| IBDX | ISHARES TR | $3,819.91万 | 2.02% | 1,511,640 | 65,075 | 4.5% | $164.44万 | 加仓 |
| IBDW | ISHARES TR | $3,800.91万 | 2.01% | 1,816,012 | 62,327 | 3.6% | $130.45万 | 加仓 |
| IWB | ISHARES TR | $3,762.94万 | 1.99% | 105,534 | -3,014 | -2.8% | -$107.47万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $3,700.63万 | 1.96% | 188,615 | -4,308 | -2.2% | -$84.52万 | 减仓 |
| IBDV | ISHARES TR | $3,598.24万 | 1.90% | 1,643,783 | 19,465 | 1.2% | $42.61万 | 加仓 |
| IBDU | ISHARES TR | $3,589.45万 | 1.90% | 1,543,187 | 28,455 | 1.9% | $66.19万 | 加仓 |
| IBDY | ISHARES TR | $3,580.56万 | 1.89% | 1,385,129 | 98,555 | 7.7% | $254.76万 | 加仓 |
| IBDT | ISHARES TR | $3,238.03万 | 1.71% | 1,278,339 | 29,336 | 2.3% | $74.31万 | 加仓 |
| IBDS | ISHARES TR | $3,140.94万 | 1.66% | 1,295,766 | 18,575 | 1.5% | $45.03万 | 加仓 |
| IBDZ | ISHARES TR | $2,819.65万 | 1.49% | 1,081,985 | 428,097 | 65.5% | $1,115.62万 | 加仓 |
| IBDR | ISHARES TR | $2,804.61万 | 1.48% | 1,157,018 | -47,916 | -4.0% | -$116.15万 | 减仓 |
| AAPL | APPLE INC | $2,789.47万 | 1.47% | 109,912 | -7,953 | -6.7% | -$201.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,599.69万 | 1.37% | 149,065 | -11,768 | -7.3% | -$205.23万 | 减仓 |
| IWR | ISHARES TR | $2,528.41万 | 1.34% | 260,044 | -6,910 | -2.6% | -$67.19万 | 减仓 |
| IEFA | ISHARES TR | $2,256.08万 | 1.19% | 249,208 | -2,704 | -1.1% | -$24.48万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,242.38万 | 1.18% | 116,839 | 7,984 | 7.3% | $153.23万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,878.32万 | 0.99% | 50,742 | 516 | 1.0% | $19.10万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,659.99万 | 0.88% | 51,744 | -8,784 | -14.5% | -$281.80万 | 减仓 |
| AMZN | AMAZON COM INC | $1,612.23万 | 0.85% | 77,411 | -364 | -0.5% | -$7.58万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,468.61万 | 0.78% | 25,445 | -5,050 | -16.6% | -$291.47万 | 减仓 |
| IWM | ISHARES TR | $1,464.15万 | 0.77% | 59,038 | -1,247 | -2.1% | -$30.93万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $1,454.85万 | 0.77% | 807,352 | 14,767 | 1.9% | $26.61万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,452.69万 | 0.77% | 49,384 | -2,717 | -5.2% | -$79.92万 | 减仓 |
| CAT | CATERPILLAR INC | $1,406.75万 | 0.74% | 19,856 | -1,994 | -9.1% | -$141.27万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,310.86万 | 0.69% | 39,893 | -797 | -2.0% | -$26.19万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,240.46万 | 0.66% | 12,449 | -626 | -4.8% | -$62.38万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $1,185.45万 | 0.63% | 936,373 | 47,189 | 5.3% | $59.74万 | 加仓 |
| TJX | TJX COS INC NEW | $1,165.15万 | 0.62% | 72,959 | -3,319 | -4.4% | -$53.00万 | 减仓 |
| IAUM | ISHARES GOLD TR | $1,141.82万 | 0.60% | 244,500 | -15,637 | -6.0% | -$73.02万 | 减仓 |
| META | META PLATFORMS INC | $1,077.23万 | 0.57% | 18,828 | -3,928 | -17.3% | -$224.74万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,040.72万 | 0.55% | 118,050 | -3,526 | -2.9% | -$31.09万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,036.05万 | 0.55% | 15,931 | -157 | -1.0% | -$10.21万 | 减仓 |
| GOOGL | ALPHABET INC | $1,032.95万 | 0.55% | 35,921 | -1,968 | -5.2% | -$56.59万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $993.37万 | 0.52% | 11,742 | -703 | -5.6% | -$59.47万 | 减仓 |
| SNPS | SYNOPSYS INC | $955.43万 | 0.50% | 24,098 | -1,442 | -5.6% | -$57.17万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $844.12万 | 0.45% | 102,008 | -8,726 | -7.9% | -$72.21万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $822.36万 | 0.43% | 55,527 | -4,551 | -7.6% | -$67.40万 | 减仓 |
| URI | UNITED RENTALS INC | $735.08万 | 0.39% | 10,089 | -587 | -5.5% | -$42.77万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $734.84万 | 0.39% | 15,941 | -1,024 | -6.0% | -$47.20万 | 减仓 |
| ABBV | ABBVIE INC | $733.58万 | 0.39% | 33,729 | -2,113 | -5.9% | -$45.96万 | 减仓 |
| IEMG | ISHARES INC | $723.80万 | 0.38% | 103,770 | -2,980 | -2.8% | -$20.79万 | 减仓 |
| LOW | LOWES COS INC | $723.75万 | 0.38% | 30,631 | -2,034 | -6.2% | -$48.06万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $676.83万 | 0.36% | 31,251 | -1,430 | -4.4% | -$30.97万 | 减仓 |
| — | EXXON MOBIL CORP | $668.96万 | 0.35% | 39,429 | -11,997 | -23.3% | -$203.54万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $649.74万 | 0.34% | 81,966 | -13,698 | -14.3% | -$108.58万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $612.80万 | 0.32% | 10,255 | -449 | -4.2% | -$26.83万 | 减仓 |
| SNA | SNAP ON INC | $601.50万 | 0.32% | 16,560 | -722 | -4.2% | -$26.22万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $580.61万 | 0.31% | 59,017 | -241 | -0.4% | -$2.37万 | 减仓 |
| NUE | NUCOR CORP | $556.75万 | 0.29% | 32,924 | -1,133 | -3.3% | -$19.16万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $542.19万 | 0.29% | 58,376 | -2,599 | -4.3% | -$24.14万 | 减仓 |
| AVGO | BROADCOM INC | $536.37万 | 0.28% | 17,330 | -684 | -3.8% | -$21.17万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $509.76万 | 0.27% | 41,518 | -2,673 | -6.0% | -$32.82万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $508.98万 | 0.27% | 83,085 | -10,427 | -11.2% | -$63.88万 | 减仓 |
| KLAC | KLA CORP | $508.74万 | 0.27% | 3,455 | -322 | -8.5% | -$47.41万 | 减仓 |
| V | VISA INC | $506.68万 | 0.27% | 16,764 | 647 | 4.0% | $19.56万 | 加仓 |
| DHR | DANAHER CORP DEL | $497.81万 | 0.26% | 26,256 | -1,249 | -4.5% | -$23.68万 | 减仓 |
| KO | COCA COLA CO | $492.73万 | 0.26% | 64,791 | -2,770 | -4.1% | -$21.07万 | 减仓 |
| SHYG | ISHARES TR | $466.42万 | 0.25% | 110,238 | -967 | -0.9% | -$4.09万 | 减仓 |
| COR | CENCORA INC | $459.57万 | 0.24% | 14,629 | -997 | -6.4% | -$31.32万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $457.97万 | 0.24% | 31,707 | -764 | -2.4% | -$11.04万 | 减仓 |
| IWF | ISHARES TR | $456.56万 | 0.24% | 10,707 | -154 | -1.4% | -$6.57万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $429.42万 | 0.23% | 9,617 | -404 | -4.0% | -$18.04万 | 减仓 |
| ITOT | ISHARES TR | $415.47万 | 0.22% | 29,170 | -8,322 | -22.2% | -$118.53万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $400.35万 | 0.21% | 3,454 | -156 | -4.3% | -$18.08万 | 减仓 |
| EFA | ISHARES TR | $397.02万 | 0.21% | 40,875 | -6,241 | -13.2% | -$60.62万 | 减仓 |
| PLD | PROLOGIS INC. | $373.81万 | 0.20% | 28,281 | -1,363 | -4.6% | -$18.02万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $373.19万 | 0.20% | 28,081 | -1,440 | -4.9% | -$19.14万 | 减仓 |
| NOW | SERVICENOW INC | $369.28万 | 0.20% | 35,321 | 15,149 | 75.1% | $158.38万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $349.41万 | 0.18% | 8,950 | 8,950 | — | $349.41万 | 新建仓 |
| ETN | EATON CORP PLC | $331.28万 | 0.18% | 9,262 | -435 | -4.5% | -$15.56万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $326.35万 | 0.17% | 12,061 | -975 | -7.5% | -$26.38万 | 减仓 |
| SLB | SLB LIMITED | $320.00万 | 0.17% | 62,270 | -1,534 | -2.4% | -$7.88万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $306.59万 | 0.16% | 119,574 | -80,974 | -40.4% | -$207.62万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $303.20万 | 0.16% | 90,428 | -6,952 | -7.1% | -$23.31万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $297.47万 | 0.16% | 62,585 | -2,000 | -3.1% | -$9.51万 | 减仓 |
| TIP | ISHARES TR | $295.44万 | 0.16% | 26,771 | -2,268 | -7.8% | -$25.03万 | 减仓 |
| IVE | ISHARES TR | $260.68万 | 0.14% | 12,346 | -60 | -0.5% | -$1.27万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $258.75万 | 0.14% | 9,552 | -590 | -5.8% | -$15.98万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $258.50万 | 0.14% | 23,200 | 4,098 | 21.5% | $45.66万 | 加仓 |
| SUB | ISHARES TR | $248.00万 | 0.13% | 23,286 | 5,776 | 33.0% | $61.51万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $238.99万 | 0.13% | 9,777 | -11 | -0.1% | -$2,689 | 减仓 |
| GOOG | ALPHABET INC | $236.38万 | 0.12% | 8,240 | -20 | -0.2% | -$5,737 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $209.08万 | 0.11% | 4,363 | -426 | -8.9% | -$20.41万 | 减仓 |
| LII | LENNOX INTL INC | $204.59万 | 0.11% | 4,408 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $201.74万 | 0.11% | 5,427 | -9 | -0.2% | -$3,346 | 减仓 |
| PGR | PROGRESSIVE CORP | $192.66万 | 0.10% | 9,718 | -690 | -6.6% | -$13.68万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $188.19万 | 0.10% | 74,975 | -65,183 | -46.5% | -$163.61万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $181.64万 | 0.10% | 36,792 | 5,229 | 16.6% | $25.82万 | 加仓 |
| IDEV | ISHARES TR | $178.50万 | 0.09% | 21,359 | -1,772 | -7.7% | -$14.81万 | 减仓 |
| CPRT | COPART INC | $174.83万 | 0.09% | 52,661 | -6,842 | -11.5% | -$22.72万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $167.42万 | 0.09% | 15,102 | -562 | -3.6% | -$6.23万 | 减仓 |
| RTX | RTX CORPORATION | $136.48万 | 0.07% | 7,075 | 60 | 0.9% | $1.16万 | 加仓 |
| IWD | ISHARES TR | $126.32万 | 0.07% | 5,912 | -45 | -0.8% | -$9,615 | 减仓 |