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STALEY CAPITAL ADVISERS INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
STALEY CAPITAL ADVISERS INC
报告期 2026-03-31 · CIK 0001106565
持仓数
184
前50大市值合计
$2.18B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 123 项
建仓 25
增持 35
减持 40
清仓 23
方向
标的
Δ市值
现股数(环比)
清仓
—
GENERAL MOTORS
-$63.3M
0
-100%
建仓
GM
GENERAL MOTORS
+$59.2M
1,123,642
建仓
GLD
SPDR GOLD SHARES
+$36.8M
223,940
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
—
SPDR GOLD SHARES
-$34.3M
0
-100%
清仓
—
VANECK VECTORS GOLD MINERS
-$24.3M
0
-100%
建仓
GDX
VANECK VECTORS GOLD MINERS
+$21.5M
728,964
增持
FDX
FEDEX CORP
-$15.3M
196,486
+0%
清仓
—
COMMSCOPE
-$12.6M
0
-100%
建仓
OKTA
OKTA INC
+$12.2M
51,275
清仓
—
QURATE RETAIL INC. QVC GROUP
-$11.8M
0
-100%
清仓
—
DUN & BRADSTREET HOLDINGS INC.
-$11.8M
0
-100%
减持
QCOM
QUALCOMM INC.
-$10.9M
751,523
-0%
建仓
—
QURATE RETAIL INC
+$9.7M
950,000
建仓
—
DUN & BRADSTREET
+$9.2M
550,000
减持
LQDT
LIQUIDITY SERVICES
-$9.2M
2,165,000
-2%
建仓
VISN
COMMSCOPE HOLDING CO. INC.
+$8.3M
611,000
建仓
SHM
SPDR SHORT TERM MUNICIPAL
+$8.2M
165,568
清仓
—
SPDR SHORT TERM MUNICIPAL
-$8.0M
0
-100%
减持
—
DU PONT
-$6.5M
680,936
-0%
减持
GLW
CORNING, INC.
-$5.9M
1,187,291
-1%
建仓
—
HELIX ACQUISITION CORP ORDINARY SHARES - CLASS A
+$5.7M
580,000
建仓
GOOGL
ALPHABET A
+$5.7M
2,119
建仓
—
QURATE RETAIL INC
+$5.5M
51,300
清仓
—
ALPHABET A
-$5.2M
0
-100%
清仓
—
HELIX ACQUISITION CORP. COM CL
-$5.2M
0
-100%
减持
PFE
PFIZER INC
+$4.5M
1,250,594
-1%
减持
GOOG
ALPHABET C
+$4.1M
32,177
-1%
减持
JPM
J.P. MORGAN CHASE
+$3.4M
466,543
-1%
增持
TWI
TITAN INTL INC
-$2.5M
1,941,749
+1%
建仓
TTEK
TETRA TECH INC
+$2.2M
15,000
增持
—
DISCOVERY INC C
-$2.1M
709,580
+6%
增持
VWO
VANGUARD EMERG. MARKETS ETF
-$2.1M
773,945
+3%
清仓
—
TETRA TECH INC
-$1.8M
0
-100%
增持
BA
BOEING CO.
-$1.7M
185,025
+5%
建仓
FLOT
ISHARES FLOATING RATE NOTE
+$1.6M
31,700
清仓
—
ISHARES FLOATING RATE NOTE
-$1.6M
0
-100%
减持
JNJ
JOHNSON&JOHNSON
-$1.6M
253,466
-2%
减持
DOW
DOW INC
-$1.4M
173,175
-4%
减持
MINT
PIMCO ENHANCED SHORT MATURITY
-$1.4M
342,294
-4%
减持
PM
PHILIP MORRIS INTL.
-$1.4M
208,544
-2%
减持
MSFT
MICROSOFT CORP
+$1.3M
514,915
-3%
减持
CTVA
CORTEVA INC
-$1.2M
441,371
-1%
减持
CSCO
CISCO SYSTEMS
+$1.2M
965,646
-0%
增持
SLB
SCHLUMBERGER
-$1.2M
529,919
+0%
增持
AMZN
AMAZON.COM
+$1.1M
11,634
+8%
清仓
—
FACEBOOK
-$1.0M
0
-100%
建仓
META
FACEBOOK
+$1.0M
3,004
减持
CVS
CVS HEALTH CORP
+$932.0K
876,627
-0%
增持
VO
VANGUARD MID CAP ETF
+$851.0K
35,441
+12%
清仓
—
CHECK POINT SOFTWARE
-$809.0K
0
-100%
建仓
—
CHECK POINT SOFTWARE
+$787.0K
6,963
减持
AAPL
APPLE INC
+$754.0K
170,266
-0%
清仓
BIL
SPDR SERIES TRUST SPDR BLOOMBE
-$686.0K
0
-100%
增持
INTC
INTEL CORP
-$668.0K
463,674
+3%
增持
VZ
VERIZON COMM.
-$628.0K
486,161
+1%
清仓
—
AT&T CORP.
-$560.0K
0
-100%
清仓
—
GENERAL ELECTRIC
-$532.0K
0
-100%
建仓
GE
GENERAL ELECTRIC
+$502.0K
4,871
建仓
STBA
S & T BANCORP INC
+$500.0K
16,950
增持
C
CITIGROUP
+$480.0K
231,621
+4%
建仓
—
TRISTATE CAP
+$464.0K
21,950
减持
IWF
RUSSELL 1000 GROWTH
-$459.0K
494,180
-1%
清仓
—
TRISTATE CAP
-$448.0K
0
-100%
清仓
MOO
VANECK VECTORS AGRIBUSINESS
-$446.0K
0
-100%
建仓
DBX
DROPBOX INC
+$408.0K
13,960
建仓
T
AT&T CORP.
+$392.0K
14,496
增持
BRK/B
BERKSHIRE HATHAWAY B
+$387.0K
210,466
+3%
增持
WMT
WALMART INC.
+$384.0K
97,171
+4%
清仓
—
CROWN CASTLE INTL. CORP.
-$329.0K
0
-100%
建仓
ADP
AUTOMATIC DATA PROCESSING
+$322.0K
1,610
清仓
—
AUTOMATIC DATA PROCESSING
-$320.0K
0
-100%
减持
TJX
TJX COS INC
-$299.0K
156,465
-1%
减持
ESGU
ISHARES ESG MSCI USA ETF
-$297.0K
110,150
-3%
建仓
CCI
CROWN CASTLE INTERNATIONAL CORP
+$292.0K
1,685
清仓
PSX
PHILLIPS 66
-$263.0K
0
-100%
增持
—
LANNETT INC
-$251.0K
365,145
+27%
建仓
FBIN
FORTUNE BRANDS HOME & SECURITY
+$226.0K
2,530
减持
OPCH
OPTION CARE HEALTH ORD
-$206.0K
600,000
-11%
减持
NUV
NUVEEN MUNI VALUE
-$206.0K
103,100
-13%
建仓
—
MEDTRONIC INC
+$204.0K
1,624
清仓
CL
COLGATE PALMOLIVE CO
-$203.0K
0
-100%
建仓
VTI
VANGUARD TOTAL STOCK MARKET
+$203.0K
915
清仓
—
MEDTRONIC INC
-$202.0K
0
-100%
增持
VIG
VANGUARD DIV. APPRECIATION ETF
+$198.0K
25,497
+6%
增持
NVDA
NVIDIA CORP
+$184.0K
25,915
+300%
减持
DIS
WALT DISNEY CO.
-$177.0K
25,091
-0%
减持
EFG
ISHARES EAFE GROWTH ETF
-$173.0K
147,777
-0%
增持
VV
VANGUARD LARGE CAP ETF
+$164.0K
6,255
+15%
减持
NEAR
ISHARES SHORT MATURITY BOND
-$161.0K
202,000
-2%
增持
CVX
CHEVRON CORP
+$151.0K
405,644
+4%
减持
ZM
ZOOM VIDEO COMMUNICATIONS-A
-$142.0K
820
-11%
增持
VEA
VANGUARD DEV. MARKETS ETF
-$140.0K
262,487
+1%
减持
NML
NEUBERGER BRMN. MLP INCOME
-$109.0K
136,300
-13%
减持
VCSH
VANGUARD S/T CORP BOND ETF
-$104.0K
170,805
-0%
增持
SPSB
SPDR SHORT-TERM CORPORATE BOND
+$98.0K
145,465
+2%
减持
XNQPX
NUVEEN PA INV QUALITY MUNI
-$96.0K
18,516
-24%
减持
ARKK
ARK INNOVATION ETF
-$93.0K
3,113
-7%
减持
MDLZ
MONDELEZ INTL
-$75.0K
7,024
-9%
减持
SPG
SIMON PROPERTY GROUP INC
-$73.0K
39,610
-1%
增持
VTV
VANGUARD VALUE INDEX
-$68.0K
88,774
+1%
增持
—
VYNE THERAPEUTICS INC
-$62.0K
50,000
+33%
减持
VTIP
VANGUARD S-T INFLATION PROT. TREASURY
-$61.0K
103,810
-1%
减持
PG
PROCTER & GAMBLE
+$50.0K
12,901
-1%
增持
EFV
ISHARES MSCI EAFE VALUE
-$48.0K
166,530
+1%
减持
ABBV
ABBVIE INC.
-$47.0K
2,962
-9%
减持
UNH
UNITEDHEALTH GROUP
-$39.0K
964
-7%
增持
—
EXXON MOBIL
-$33.0K
8,563
+1%
增持
BIV
VANGUARD INTERM-TERM BOND
+$27.0K
3,075
+12%
减持
HD
HOME DEPOT INC.
+$26.0K
3,820
-1%
减持
PNC
PNC FINANCIAL
-$24.0K
4,506
-5%
增持
MO
ALTRIA GROUP INC.
-$22.0K
11,628
+1%
减持
PFF
ISHARES PREFERRED STOCK
-$20.0K
31,000
-0%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
-$20.0K
5,226
+0%
增持
VCIT
VANGUARD INTER-TERM CORP BOND
+$14.0K
20,653
+1%
减持
SCHB
SCHWAB U.S. BROAD MARKET
-$13.0K
15,968
-0%
增持
IWD
ISHARES RUSSELL 1000 VALUE
-$11.0K
5,358
+0%
增持
IBM
INTL. BUS. MACHINES
-$10.0K
1,700
+1%
增持
VB
VANGUARD SMALL-CAP ETF
+$6.0K
21,750
+3%
增持
BSV
VANGUARD S/T BOND
-$3.0K
25,529
+0%
增持
DFAT
DIMENSIONAL U S TARGETED VALUE ETF
-$2.0K
8,438
+0%
增持
SBUX
STARBUCKS CORP
+$2.0K
1,987
+3%
增持
XEVVX
EATON VANCE LIMITED DURATION
-$1.0K
16,441
+0%
减持
BAC
BANK OF AMERICA
+$0
7,453
-3%