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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 115 项
建仓 3
增持 51
减持 49
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
FISV
FISERV INC
+$40.9M
449,170
+908%
减持
OKTA
OKTA INC
-$26.8M
228,084
-16%
增持
QCOM
QUALCOMM INC.
-$21.4M
734,549
+0%
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
MSFT
MICROSOFT CORP
-$20.4M
484,551
-4%
减持
IWF
RUSSELL 1000 GROWTH
-$19.0M
470,061
-4%
减持
CVX
CHEVRON CORP
+$16.5M
388,493
-2%
减持
SLB
SCHLUMBERGER
-$15.6M
5,556
-99%
增持
GM
GENERAL MOTORS
-$14.8M
1,147,433
+4%
减持
CSCO
CISCO SYSTEMS
-$11.2M
837,313
-8%
减持
BRK/B
BERKSHIRE HATHAWAY B
+$10.9M
206,081
-0%
增持
LQDT
LIQUIDITY SERVICES
-$10.7M
2,210,000
+0%
增持
JPM
J.P. MORGAN CHASE
-$9.0M
468,159
+2%
增持
PFE
PFIZER INC
-$8.5M
1,219,530
+1%
增持
GDX
VANECK VECTORS GOLD MINERS
+$5.5M
750,901
+3%
减持
CVS
CVS HEALTH CORP
-$5.1M
813,723
-4%
增持
AMZN
AMAZON.COM
+$4.8M
13,155
+15%
增持
CTVA
CORTEVA INC
+$4.5M
432,791
+0%
增持
—
DU PONT
-$4.5M
681,126
+1%
增持
FORA
FORIAN ORD
+$3.7M
600,000
+994%
建仓
XBI
SPDR S&P BIOTECH
+$3.7M
40,842
减持
MINT
PIMCO ENHANCED SHORT MATURITY
-$3.0M
325,705
-7%
减持
EFG
ISHARES EAFE GROWTH ETF
-$2.7M
140,468
-4%
减持
VZ
VERIZON COMM.
-$2.7M
453,477
-9%
增持
VWO
VANGUARD EMERG. MARKETS ETF
-$2.5M
767,288
+0%
清仓
—
GCP APPLIED TECHNOLOGIES INC
-$2.4M
0
-100%
增持
—
QURATE RETAIL INC
-$2.2M
1,100,000
+13%
减持
VCSH
VANGUARD S/T CORP BOND ETF
-$2.1M
149,165
-12%
减持
GLD
SPDR GOLD SHARES
+$2.1M
223,930
-0%
减持
VTIP
VANGUARD S-T INFLATION PROT. TREASURY
-$2.0M
65,300
-37%
增持
—
DISCOVERY INC C
+$2.0M
822,080
+2%
清仓
SCHP
SCHWAB U.S. TIPS ETF
-$1.9M
0
-100%
增持
JNJ
JOHNSON&JOHNSON
+$1.8M
251,763
+1%
减持
GLW
CORNING, INC.
-$1.7M
1,182,047
-3%
增持
IBM
INTL. BUS. MACHINES
+$1.7M
14,897
+776%
增持
GOOG
ALPHABET C
-$1.7M
30,802
+2%
增持
—
EMCLAIRE FINANCIAL CORP
+$1.6M
76,054
+81%
减持
ABT
ABBOTT LABS
-$1.6M
27,684
-21%
减持
MDY
SPDR S&P 400 MIDCAP
-$1.5M
13,012
-15%
减持
IYW
ISHARES U.S. TECH ETF
-$1.5M
53,113
-13%
增持
VISN
COMMSCOPE HOLDING CO. INC.
-$1.5M
823,900
+14%
增持
—
DUN & BRADSTREET
-$1.4M
650,000
+4%
减持
PM
PHILIP MORRIS INTL.
-$1.4M
188,230
-6%
增持
VB
VANGUARD SMALL-CAP ETF
+$1.2M
35,967
+27%
增持
TJX
TJX COS INC
-$1.2M
167,270
+12%
建仓
NEM
NEWMONT CORPORATION
+$1.2M
15,500
增持
—
ATARA BIOTHERAPEUTICS INC
-$1.2M
300,000
+20%
减持
AR
ANTERO RES CORP
+$1.1M
91,830
-4%
增持
SPG
SIMON PROPERTY GROUP INC
-$995.0K
39,600
+2%
减持
DOW
DOW INC
+$988.0K
171,808
-2%
增持
C
CITIGROUP
+$928.0K
296,111
+20%
减持
AAPL
APPLE INC
-$801.0K
153,943
-1%
减持
VEA
VANGUARD DEV. MARKETS ETF
-$789.0K
256,139
-0%
减持
SHM
SPDR SHORT TERM MUNICIPAL
-$769.0K
149,743
-6%
减持
TWI
TITAN INTL INC
-$753.0K
1,325,000
-28%
减持
DIS
WALT DISNEY CO.
-$734.0K
23,047
-8%
减持
VCIT
VANGUARD INTER-TERM CORP BOND
-$698.0K
14,203
-31%
增持
FDX
FEDEX CORP
+$567.0K
225,381
+13%
减持
BSV
VANGUARD S/T BOND
-$478.0K
20,141
-20%
清仓
AGG
ISHARES CORE US AGGREGATE BOND
-$456.0K
0
-100%
增持
WMT
WALMART INC.
+$422.0K
96,274
+0%
减持
UBSI
UNITED BANKSHARES
-$413.0K
44,946
-18%
清仓
CCI
CROWN CASTLE INTERNATIONAL CORP
-$352.0K
0
-100%
增持
VO
VANGUARD MID CAP ETF
-$347.0K
37,859
+3%
清仓
—
BLUEPRINT MEDICINES CORP
-$321.0K
0
-100%
增持
NULV
NUVEEN ESG LARGE-CAP VALUE ETF
+$318.0K
85,000
+13%
增持
—
LANNETT INC
-$307.0K
465,145
+12%
减持
GOOGL
ALPHABET A
-$274.0K
2,140
-0%
清仓
FBIN
FORTUNE BRANDS HOME & SECURITY
-$270.0K
0
-100%
增持
VTV
VANGUARD VALUE INDEX
+$268.0K
91,079
+2%
减持
IJR
ISHARES S&P SMALL-CAP ETF
-$264.0K
5,400
-27%
增持
BA
BOEING CO.
+$252.0K
204,115
+6%
增持
VIG
VANGUARD DIV. APPRECIATION ETF
+$247.0K
28,748
+12%
建仓
PSX
PHILLIPS 66
+$237.0K
2,740
清仓
SBUX
STARBUCKS CORP
-$232.0K
0
-100%
清仓
ADBE
ADOBE SYSTEMS INC.
-$230.0K
0
-100%
增持
EFA
ISHARES MSCI EAFE ETF
-$225.0K
46,788
+0%
清仓
CL
COLGATE PALMOLIVE CO
-$213.0K
0
-100%
清仓
SCHA
SCHWAB U.S. SMALL CAP ETF
-$209.0K
0
-100%
清仓
VTI
VANGUARD TOTAL STOCK MARKET
-$209.0K
0
-100%
清仓
ON
ON SEMI
-$207.0K
0
-100%
减持
NEAR
ISHARES SHORT MATURITY BOND
-$186.0K
159,900
-2%
减持
NUV
NUVEEN MUNI VALUE
-$176.0K
91,100
-10%
减持
SPSB
SPDR SHORT-TERM CORPORATE BOND
-$151.0K
143,165
-1%
增持
EEM
ISHARES MSCI EMERGING MKTS ETF
-$150.0K
42,383
+0%
增持
INTC
INTEL CORP
+$146.0K
485,038
+5%
增持
AM
ANTERO MIDSTREAM CORP
+$143.0K
102,199
+2%
增持
SCHB
SCHWAB U.S. BROAD MARKET
-$142.0K
30,944
+95%
减持
—
EXXON MOBIL
+$141.0K
7,943
-6%
减持
MDLZ
MONDELEZ INTL
-$119.0K
5,524
-21%
增持
STBA
S & T BANCORP INC
+$119.0K
22,073
+30%
增持
—
QURATE RETAIL INC
+$95.0K
63,131
+22%
增持
ESGU
ISHARES ESG MSCI USA ETF
+$90.0K
118,150
+7%
减持
PNC
PNC FINANCIAL
-$86.0K
4,106
-2%
减持
BAC
BANK OF AMERICA
-$78.0K
7,105
-15%
减持
PMO
PUTNAM MUNI OPPORT TRUST
-$70.0K
12,500
-17%
增持
VV
VANGUARD LARGE CAP ETF
-$68.0K
6,120
+1%
增持
VEU
VANGUARD ALL-WORLD EX-US
-$66.0K
20,585
+1%
减持
V
VISA INC CL A
-$66.0K
2,098
-14%
减持
SHY
ISHARES 1-3 YR TREASURY
-$56.0K
20,675
-1%
减持
MO
ALTRIA GROUP INC.
+$54.0K
11,578
-0%
减持
IGSB
ISHARES SHORT-TERM CORP
-$44.0K
4,150
-14%
增持
EFV
ISHARES MSCI EAFE VALUE
+$41.0K
167,280
+1%
减持
CWGL
CRIMSON WINE GROUP LTD
-$35.0K
25,827
-13%
增持
IWB
ISHARES RUSSELL 1000 ETF
-$33.0K
2,773
+1%
减持
MRK
MERCK & CO. INC.
+$33.0K
7,409
-1%
减持
UNH
UNITEDHEALTH GROUP
-$32.0K
964
-8%
增持
PFF
ISHARES PREFERRED STOCK
-$31.0K
32,700
+5%
减持
SCHF
SCHWAB INTL EQUITY ETF
-$29.0K
6,454
-6%
减持
SCHE
SCHWAB EMERGING MARKET ETF
-$28.0K
11,089
-2%
增持
SCHG
SCHWAB US LARGE CAP GROWTH
-$19.0K
2,728
+100%
增持
XEVVX
EATON VANCE LIMITED DURATION
-$15.0K
11,521
+0%
增持
IWM
ISHARES RUSSELL 2000 INDEX
-$15.0K
1,090
+1%
增持
SCHM
SCHWAB U.S. MID CAP
-$14.0K
3,176
+0%
增持
DFAT
DIMENSIONAL U S TARGETED VALUE ETF
-$8.0K
8,511
+0%
减持
ABBV
ABBVIE INC.
-$2.0K
2,462
-17%
