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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 106 项
建仓 10
增持 38
减持 55
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
OKTA
OKTA INC
+$49.0M
273,084
+433%
减持
QCOM
QUALCOMM INC.
+$36.7M
730,953
-3%
减持
MSFT
MICROSOFT CORP
+$24.7M
504,973
-2%
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。
减持
PFE
PFIZER INC
+$17.8M
1,212,629
-3%
减持
IWF
RUSSELL 1000 GROWTH
+$14.0M
489,066
-1%
减持
CVS
CVS HEALTH CORP
+$13.1M
848,127
-3%
增持
FDX
FEDEX CORP
+$8.5M
199,443
+2%
减持
—
DU PONT
+$8.3M
675,529
-1%
减持
TWI
TITAN INTL INC
+$6.4M
1,849,421
-5%
减持
GM
GENERAL MOTORS
+$5.7M
1,107,642
-1%
减持
CVX
CHEVRON CORP
+$5.6M
398,047
-2%
减持
CSCO
CISCO SYSTEMS
+$5.3M
913,186
-5%
建仓
VGK
VANGUARD EUROPE ETF
+$5.2M
75,739
减持
BRK/B
BERKSHIRE HATHAWAY B
+$4.4M
206,736
-2%
增持
FISV
FISERV INC
+$4.1M
44,545
+880%
减持
AAPL
APPLE INC
+$3.6M
155,888
-8%
增持
—
DUN & BRADSTREET
+$3.6M
625,000
+14%
减持
JPM
J.P. MORGAN CHASE
-$3.5M
460,058
-1%
减持
—
GCP APPLIED TECHNOLOGIES INC
-$2.6M
75,000
-67%
增持
—
QURATE RETAIL INC
-$2.3M
973,309
+2%
增持
GLW
CORNING, INC.
+$2.1M
1,218,767
+3%
减持
NEAR
ISHARES SHORT MATURITY BOND
-$2.0M
162,400
-20%
减持
GOOG
ALPHABET C
+$2.0M
30,322
-6%
减持
JNJ
JOHNSON&JOHNSON
+$1.9M
250,263
-1%
增持
BA
BOEING CO.
-$1.9M
192,905
+4%
减持
GDX
VANECK VECTORS GOLD MINERS
+$1.8M
728,201
-0%
减持
CTVA
CORTEVA INC
+$1.8M
431,333
-2%
增持
LQDT
LIQUIDITY SERVICES
+$1.8M
2,200,000
+2%
增持
VB
VANGUARD SMALL-CAP ETF
+$1.6M
28,320
+30%
增持
GLD
SPDR GOLD SHARES
+$1.6M
224,335
+0%
增持
C
CITIGROUP
-$1.4M
246,463
+6%
增持
—
DISCOVERY INC C
+$1.3M
809,880
+14%
增持
VTV
VANGUARD VALUE INDEX
+$1.2M
89,673
+1%
减持
SPG
SIMON PROPERTY GROUP INC
+$1.1M
38,840
-2%
减持
TJX
TJX COS INC
+$1.0M
149,765
-4%
增持
VO
VANGUARD MID CAP ETF
+$960.0K
36,704
+4%
增持
IYW
ISHARES U.S. TECH ETF
+$832.0K
60,902
+0%
减持
VWO
VANGUARD EMERG. MARKETS ETF
-$822.0K
765,933
-1%
增持
INTC
INTEL CORP
-$813.0K
463,929
+0%
增持
MINT
PIMCO ENHANCED SHORT MATURITY
+$724.0K
350,665
+2%
减持
PM
PHILIP MORRIS INTL.
-$702.0K
200,695
-4%
增持
GOOGL
ALPHABET A
+$561.0K
2,149
+1%
增持
VIG
VANGUARD DIV. APPRECIATION ETF
+$499.0K
25,707
+1%
增持
VZ
VERIZON COMM.
-$496.0K
495,782
+2%
建仓
FORA
FORIAN ORD
+$495.0K
54,849
减持
EFG
ISHARES EAFE GROWTH ETF
+$471.0K
146,935
-1%
增持
—
LANNETT INC
-$422.0K
415,145
+14%
建仓
VUSB
VANGUARD ULTRA-SHORT BOND ETF
+$415.0K
8,300
清仓
BND
VANGUARD TOTAL BOND MARKET ETF
-$410.0K
0
-100%
增持
HD
HOME DEPOT INC.
+$392.0K
3,967
+4%
减持
WMT
WALMART INC.
+$371.0K
96,171
-1%
减持
SHY
ISHARES 1-3 YR TREASURY
-$358.0K
20,800
-16%
增持
DIS
WALT DISNEY CO.
-$350.0K
25,147
+0%
增持
VISN
COMMSCOPE HOLDING CO. INC.
-$349.0K
720,500
+18%
减持
SHM
SPDR SHORT TERM MUNICIPAL
-$323.0K
159,743
-4%
减持
VCSH
VANGUARD S/T CORP BOND ETF
-$313.0K
169,365
-1%
减持
AR
ANTERO RES CORP
-$257.0K
95,830
-7%
减持
PG
PROCTER & GAMBLE
+$241.0K
12,501
-3%
减持
META
FACEBOOK
-$233.0K
2,340
-22%
建仓
TSLA
TESLA MOTORS
+$226.0K
214
建仓
PAYX
PAYCHEX INC.
+$218.0K
1,600
清仓
ZM
ZOOM VIDEO COMMUNICATIONS-A
-$214.0K
0
-100%
建仓
CL
COLGATE PALMOLIVE CO
+$213.0K
2,500
增持
—
QURATE RETAIL INC
-$213.0K
51,685
+1%
建仓
MKC
MCCORMICK & CO
+$208.0K
2,152
建仓
ON
ON SEMI
+$207.0K
3,045
清仓
—
MEDTRONIC INC
-$204.0K
0
-100%
建仓
ENB
ENBRIDGE INC
+$203.0K
5,191
建仓
PL
PLANET LABS PBC CL A ORD
+$185.0K
30,000
减持
AMZN
AMAZON.COM
-$173.0K
11,410
-2%
减持
VEA
VANGUARD DEV. MARKETS ETF
-$162.0K
256,387
-2%
减持
—
TRISTATE CAP
-$161.0K
10,000
-54%
增持
UNH
UNITEDHEALTH GROUP
+$147.0K
1,044
+8%
减持
VUG
VANGUARD GROWTH
+$145.0K
8,017
-4%
减持
SCHB
SCHWAB U.S. BROAD MARKET
+$136.0K
15,875
-1%
增持
SPY
SPDR S&P 500 ETF
+$127.0K
2,762
+0%
减持
T
AT&T CORP.
-$121.0K
10,996
-24%
减持
NUV
NUVEEN MUNI VALUE
-$118.0K
101,100
-2%
减持
IJR
ISHARES S&P SMALL-CAP ETF
-$114.0K
7,400
-16%
减持
EFV
ISHARES MSCI EAFE VALUE
-$102.0K
166,030
-0%
增持
NKE
NIKE INC. CL B
+$92.0K
3,300
+5%
减持
SLB
SCHLUMBERGER
+$87.0K
527,342
-0%
减持
VV
VANGUARD LARGE CAP ETF
+$87.0K
6,080
-3%
减持
SPSB
SPDR SHORT-TERM CORPORATE BOND
-$81.0K
144,165
-1%
增持
DLN
WISDOMTREE LARGECAP DIV
+$74.0K
11,562
+100%
减持
XEVVX
EATON VANCE LIMITED DURATION
-$67.0K
11,479
-30%
增持
BAC
BANK OF AMERICA
+$55.0K
8,342
+12%
减持
SCHG
SCHWAB US LARGE CAP GROWTH
-$53.0K
1,364
-27%
减持
GE
GENERAL ELECTRIC
-$45.0K
4,840
-1%
减持
BSV
VANGUARD S/T BOND
-$45.0K
25,329
-1%
减持
PPG
PPG INDUSTRIES
+$43.0K
1,768
-4%
减持
PNC
PNC FINANCIAL
-$39.0K
4,206
-7%
减持
NML
NEUBERGER BRMN. MLP INCOME
+$39.0K
135,700
-0%
增持
VCIT
VANGUARD INTER-TERM CORP BOND
-$30.0K
20,703
+0%
增持
DFAT
DIMENSIONAL U S TARGETED VALUE ETF
+$29.0K
8,495
+1%
减持
VBK
VANGUARD SMALL CAP GROWTH
-$29.0K
1,129
-9%
增持
MDYV
SPDR S&P 400 MID CAP VALUE
+$27.0K
4,826
+1%
增持
VEU
VANGUARD ALL-WORLD EX-US
+$21.0K
20,420
+1%
增持
MRK
MERCK & CO. INC.
+$19.0K
7,509
+1%
减持
SCHO
SCHWAB S/T U.S. TREAS
-$11.0K
24,565
-0%
减持
—
EXXON MOBIL
+$11.0K
8,409
-2%
增持
IBM
INTL. BUS. MACHINES
-$9.0K
1,701
+0%
增持
DOW
DOW INC
-$8.0K
175,591
+1%
增持
—
VYNE THERAPEUTICS INC
-$6.0K
62,500
+25%
减持
VTI
VANGUARD TOTAL STOCK MARKET
+$6.0K
865
-5%
减持
AMGN
AMGEN INC
-$4.0K
1,412
-7%
