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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 132 项
建仓 14
增持 64
减持 40
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
GLD
SPDR GOLD SHARES
-$37.7M
0
-100%
建仓
—
SPDR GOLD SHARES
+$34.2M
221,100
增持
FDX
FEDEX CORP
-$15.8M
241,076
+6%
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
-$15.7M
467,619
-4%
减持
PFE
PFIZER INC
-$11.2M
1,200,137
-1%
增持
QCOM
QUALCOMM INC.
-$10.5M
765,806
+1%
减持
VZ
VERIZON COMM.
-$9.6M
356,017
-22%
增持
GOOG
ALPHABET C
-$8.2M
637,020
+1908%
增持
DIS
WALT DISNEY CO.
+$7.2M
99,012
+330%
清仓
SHM
SPDR SHORT TERM MUNICIPAL
-$6.9M
0
-100%
增持
OKTA
OKTA INC
-$6.6M
246,477
+8%
建仓
—
SPDR SHORT TERM MUNICIPAL
+$6.5M
141,718
建仓
MRCY
MERCURY SYSTEMS
+$5.5M
134,850
减持
—
DU PONT
-$5.1M
666,353
-4%
增持
INTC
INTEL CORP
-$5.0M
564,830
+8%
减持
BA
BOEING CO.
-$4.9M
255,326
-3%
减持
EFV
ISHARES EAFE VALUE
-$4.5M
131,380
-40%
减持
IWF
iSHARES RUSSELL 1000 GROWTH
-$4.4M
468,368
-1%
建仓
—
VANGUARD INTERM. TREASURY
+$3.8M
65,400
增持
VWO
VANGUARD EMERG. MARKETS ETF
-$3.6M
775,242
+1%
减持
PM
PHILIP MORRIS INTl.
-$3.5M
181,216
-4%
减持
MINT
PIMCO ENHANCED SHORT MATURITY
-$3.4M
280,331
-11%
减持
GLW
CORNING, INC.
-$3.2M
1,197,378
-1%
减持
WBD
WARNER BRO. DISCOVERY
-$3.2M
1,166,642
-6%
增持
JNJ
JOHNSON&JOHNSON
-$3.1M
249,540
+1%
增持
JPM
J.P. MORGAN CHASE
-$2.9M
489,321
+2%
清仓
VTIP
VANGUARD S-T TIPS
-$2.9M
0
-100%
增持
FISV
FISERV INC
+$2.8M
497,511
+1%
减持
—
VANECK VECTORS GOLD MINERS
-$2.7M
745,375
-1%
清仓
IEMG
ISHARES CORE MSCI EMERG MKTS
-$2.6M
0
-100%
减持
CSCO
CISCO SYSTEMS
-$2.5M
817,485
-1%
减持
—
DUN AND BRADSTREET
-$2.5M
650,000
-7%
减持
—
COMMSCOPE
+$2.4M
981,900
-10%
建仓
QTRX
QUANTERIX CORP
+$2.2M
200,000
清仓
TTEK
TETRA TECH INC
-$2.0M
0
-100%
减持
—
QURATE RETAIL GROUP
-$2.0M
1,250,000
-20%
减持
ESGU
ISHARES ESG AWARE USA
-$2.0M
100,150
-15%
建仓
—
TETRA TECH INC
+$1.9M
15,000
减持
CVS
CVS HEALTH CORP
+$1.9M
809,788
-0%
减持
C
CITIGROUP
-$1.8M
335,717
-2%
增持
—
ATARA BIOTHERAPEUTICS
-$1.6M
450,000
+6%
建仓
BND
VANGUARD TOTAL BOND MARKET
+$1.6M
21,800
增持
TJX
TJX COS INC
+$1.6M
211,670
+2%
增持
DOW
DOW CHEMICAL
-$1.3M
179,993
+1%
减持
CTVA
CORTEVA INC.
+$1.3M
430,673
-0%
清仓
SCHO
SCHWAB S/T U.S. TREAS
-$1.2M
0
-100%
增持
XBI
SPDR S&P BIOTECH
+$1.2M
67,782
+20%
增持
VEA
VANGUARD DEV. MARKETS ETF
-$1.1M
250,670
+0%
增持
FORA
FORIAN INC
-$1.1M
1,050,000
+0%
增持
EFG
ISHARES EAFE GROWTH
-$1.0M
143,394
+1%
清仓
VGIT
VANGUARD INTERM. TREASURY
-$1.0M
0
-100%
减持
AMZN
AMAZON.COM
-$949.0K
316,053
-8%
增持
SPG
SIMON PROPERTY GROUP INC
+$910.0K
56,353
+29%
增持
BSV
VANGUARD S/T BOND
+$908.0K
33,459
+61%
增持
NVDA
NVIDIA CORP
-$776.0K
25,963
+0%
增持
WMT
WAL-MART STORES
+$758.0K
90,439
+0%
清仓
—
CHECK POINT SOFTWARE
-$726.0K
0
-100%
建仓
—
CHECK POINT SOFTWARE
+$668.0K
5,963
减持
NEAR
iSHARES SHORT MATURITY BOND
-$658.0K
146,050
-8%
增持
VB
VANGUARD SMALL-CAP ETF
+$606.0K
43,733
+12%
清仓
VUSB
VANGUARD ULTRA-SHORT BOND
-$605.0K
0
-100%
增持
—
ALPHABET A
-$555.0K
43,055
+1908%
增持
BRK/B
BERKSHIRE HATH B
-$542.0K
210,246
+1%
减持
ABT
ABBOTT LABS
-$476.0K
26,290
-5%
减持
CVX
CHEVRON CORP
-$470.0K
373,501
-0%
增持
VO
VANGUARD MID CAP
+$424.0K
43,673
+10%
增持
VTV
VANGUARD VALUE INDEX
-$393.0K
96,990
+3%
建仓
—
PIMCO FDS COMMREAL STG I 2
+$384.0K
74,931
增持
NEM
NEWMONT MINING
+$360.0K
32,000
+94%
增持
IBM
IBM
-$309.0K
15,097
+1%
增持
EFA
ISHARES MSCI EAFE ETF
-$300.0K
46,677
+0%
减持
VUG
VANGUARD GROWTH
-$282.0K
6,569
-13%
减持
NUV
NUVEEN MUNI VALUE
-$272.0K
64,100
-30%
清仓
HUBS
HUBSPOT INC
-$271.0K
0
-100%
减持
SPSB
SPDR SHORT-TERM CORPORATE BOND
-$267.0K
134,715
-5%
建仓
IWM
ISHARES RUSSELL 2000 INDEX
+$264.0K
1,601
增持
VCIT
VANGUARD INTER-TERM CORP BOND
+$247.0K
19,233
+27%
建仓
HUBB
HUBSPOT INC
+$243.0K
900
增持
VIG
VANGUARD DIV. APPRECIATION ETF
-$229.0K
29,481
+0%
减持
VGK
VANGUARD FTSE EUROPE
-$220.0K
30,419
-1%
清仓
ENB
ENBRIDGE INC
-$219.0K
0
-100%
建仓
DVY
iSHARES DIVIDEND
+$219.0K
2,041
减持
MDY
SPDR S&P 400 MIDCAP
-$214.0K
12,763
-1%
增持
BIV
VANGUARD INTERM-TERM BOND
+$213.0K
7,190
+77%
清仓
PPG
PPG INDUSTRIES
-$202.0K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$200.0K
0
-100%
增持
EEM
ISHARES MSCI EMERGING MKTS ETF
-$197.0K
42,931
+2%
增持
PG
PROCTER & GAMBLE
-$185.0K
12,773
+2%
减持
—
GENERAL MOTORS
+$170.0K
1,177,114
-1%
减持
SHY
iSHARES 1-3 YR TREASURY
-$157.0K
14,550
-10%
建仓
IOT
SAMSARA INC
+$145.0K
12,000
清仓
—
SAMSARA INC
-$134.0K
0
-100%
减持
VEU
VANGUARD FTSE ALL-WORLD EX-US
-$124.0K
20,485
-1%
减持
PFF
iSHARES PREFERRED STOCK
-$119.0K
30,200
-8%
建仓
PHAT
PHATHOM PHARMACEUTICAL COM
+$111.0K
10,000
增持
SPY
SPDR S&P 500 ETF
+$110.0K
3,180
+17%
增持
MA
MASTERCARD INC
-$102.0K
3,636
+1%
增持
—
EXXON MOBIL
+$97.0K
8,938
+12%
减持
SCHB
SCHWAB U.S. BROAD MARKET
-$92.0K
30,389
-2%
减持
FHI
FEDERATED HERMES
-$67.0K
8,460
-23%
增持
—
AUTOMATIC DATA PROCESSING
+$65.0K
1,783
+11%
增持
VCSH
VANGUARD S/T CORP BOND ETF
-$64.0K
151,750
+2%
增持
MRK
MERCK & CO. INC.
+$61.0K
8,551
+15%
减持
CFG
CITIZENS FINL
-$58.0K
36,148
-1%
增持
TSLA
TESLA MOTORS
+$57.0K
1,113
+214%
增持
COP
CONOCOPHILLIPS
+$53.0K
3,647
+2%
增持
META
META PLATFORMS INC CL A
-$52.0K
2,397
+2%
增持
VV
VANGUARD LARGE CAP ETF
-$51.0K
6,370
+0%
增持
UNH
UNITEDHEALTH GROUP
+$50.0K
1,080
+12%
减持
—
ISHARES FLOATING RATE NOTE
-$49.0K
30,500
-4%
增持
—
AT&T CORP.
-$48.0K
11,845
+8%
增持
HD
HOME DEPOT INC.
+$46.0K
4,108
+4%
增持
UBSI
UNITED BANKSHARES
+$45.0K
45,699
+1%
增持
LOW
LOWE'S COMPANIES
+$44.0K
2,935
+1%
减持
PFXF
VANECK VECTORS PFD. SEC. EX-FI
-$38.0K
11,300
-12%
增持
AM
ANTERO MIDSTREAM CORP
+$35.0K
106,811
+2%
增持
UPS
UNITED PARCEL SERVICE-CL B
-$29.0K
1,941
+3%
增持
DLN
WISDOMTREE LARGECAP DIV
-$21.0K
9,848
+3%
增持
IAU
ISHARES GOLD TRUST
-$21.0K
7,897
+0%
增持
IJR
ISHARES S&P SMALL-CAP ETF
-$18.0K
3,815
+0%
增持
SNPS
SYNOPSYS INC
+$15.0K
2,236
+2%
增持
XEVVX
EATON VANCE LIMITED DURATION
-$13.0K
11,622
+0%
减持
VBK
VANGUARD SMALL CAP GROWTH
-$11.0K
1,083
-4%
增持
MDLZ
MONDELEZ INTL
-$11.0K
6,062
+10%
增持
PNC
PNC FINANCIAL
-$10.0K
4,272
+4%
增持
DFAT
DIMENSIONAL ETF TRUST US TARGE
-$10.0K
8,579
+0%
增持
ABBV
ABBVIE INC.
-$9.0K
2,743
+11%
增持
BAC
BANK OF AMERICA
+$7.0K
7,542
+6%
增持
HON
HONEYWELL INTL
+$7.0K
1,270
+8%
减持
AAPL
APPLE INC
+$4.0K
152,724
-1%
增持
MDYV
SPDR S&P 400 MID CAP VALUE
-$3.0K
4,991
+3%
增持
PEP
PEPSICO INC
+$1.0K
9,010
+2%
