Salem Investment Counselors Inc 13F 持仓 · 2026年Q2
Salem Investment Counselors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,243 只证券，申报市值合计 40.34 亿美元。前几大持仓：LOW（7.63%）、NVDA（6.81%）、AAPL（6.70%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LOW | LOWES COS INC | $307.9M | 7.63% | 1.4M | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $274.8M | 6.81% | 1.4M | 减持 |
| 3 | AAPL | APPLE INC | $270.1M | 6.70% | 933,415 | 减持 |
| 4 | MU | MICRON TECHNOLOGY INC | $205.5M | 5.10% | 178,055 | 减持 |
| 5 | GOOG | ALPHABET INC | $174.4M | 4.32% | 493,678 | 减持 |
| 6 | AMD | ADVANCED MICRO DEVICES INC | $152.2M | 3.77% | 261,958 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $148.4M | 3.68% | 397,731 | 增持 |
| 8 | AMZN | AMAZON COM INC | $115.6M | 2.87% | 484,893 | 增持 |
| 9 | GOOGL | ALPHABET INC | $95.1M | 2.36% | 266,024 | 减持 |
| 10 | LLY | ELI LILLY & CO | $94.7M | 2.35% | 78,924 | 增持 |
| 11 | META | META PLATFORMS INC | $89.2M | 2.21% | 158,362 | 增持 |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $86.7M | 2.15% | 173,198 | 增持 |
| 13 | ALAB | ASTERA LABS INC | $86.4M | 2.14% | 178,908 | 减持 |
| 14 | JPM | JPMORGAN CHASE & CO | $79.4M | 1.97% | 242,447 | 增持 |
| 15 | PLTR | PALANTIR TECHNOLOGIES INC | $64.4M | 1.60% | 552,123 | 减持 |
| 16 | BAC | BANK OF AMER CORP | $64.0M | 1.59% | 1.1M | 减持 |
| 17 | CAT | CATERPILLAR INC | $51.9M | 1.29% | 48,741 | 减持 |
| 18 | GRBK | GREEN BRICK PARTNERS INC | $51.5M | 1.28% | 643,035 | 增持 |
| 19 | JNJ | JOHNSON & JOHNSON | $44.8M | 1.11% | 176,284 | 减持 |
| 20 | RTX | RTX CORPORATION | $41.7M | 1.03% | 219,752 | 减持 |
| 21 | MRVL | MARVELL TECHNOLOGY INC | $38.8M | 0.96% | 130,333 | 增持 |
| 22 | PEP | PEPSICO INC | $38.9M | 0.96% | 287,078 | 增持 |
| 23 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.4M | 0.95% | 80,280 | 减持 |
| 24 | WMT | WALMART INC | $36.7M | 0.91% | 323,807 | 减持 |
| 25 | ABBV | ABBVIE INC | $33.3M | 0.83% | 132,322 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR