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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 131 项
建仓 22
增持 50
减持 47
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
GM
GENERAL MOTORS
+$43.3M
1,179,855
清仓
—
GENERAL MOTORS
-$39.3M
0
-100%
减持
MSFT
MICROSOFT CORP
+$20.2M
457,323
-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。
增持
QCOM
QUALCOMM INC.
+$13.8M
769,855
+0%
增持
CVS
CVS HEALTH CORP
-$13.4M
834,191
+3%
减持
IWF
iSHARES RUSSELL 1000 GROWTH
+$13.4M
460,873
-1%
减持
FDX
FEDEX CORP
+$13.1M
237,367
-0%
增持
GOOG
ALPHABET C
+$12.1M
673,935
+3%
增持
PFE
PFIZER INC
-$10.4M
1,240,724
+4%
清仓
—
DUN & BRADSTREET HOLDINGS INC.
-$8.0M
0
-100%
增持
AMZN
AMAZON.COM
+$7.7M
333,264
+5%
建仓
—
DUN & BRADSTREET HOLDINGS INC.
+$7.6M
650,000
增持
AAPL
APPLE INC
+$6.5M
161,517
+4%
减持
WBD
WARNER BRO. DISCOVERY
+$6.4M
1,145,100
-0%
增持
DIS
WALT DISNEY CO.
+$5.7M
192,239
+23%
增持
BA
BOEING CO.
+$5.7M
246,834
+1%
增持
CVX
CHEVRON CORP
-$5.7M
370,159
+1%
减持
TWI
TITAN INTL INC
-$5.1M
1,009,639
-2%
减持
MRCY
MERCURY SYSTEMS
-$4.9M
50,000
-70%
减持
FISV
FISERV INC
+$4.4M
488,116
-3%
增持
INTC
INTEL CORP
+$4.3M
650,440
+1%
减持
GLW
CORNING, INC.
+$3.8M
1,205,127
-1%
减持
CSCO
CISCO SYSTEMS
+$3.5M
803,986
-1%
减持
—
SPDR GOLD SHARES
+$2.9M
220,145
-0%
增持
—
VANECK VECTORS GOLD MINERS
+$2.8M
741,332
+0%
减持
VZ
VERIZON COMM.
-$2.7M
248,615
-21%
减持
MINT
PIMCO ENHANCED SHORT MATURITY
-$2.5M
211,470
-11%
清仓
—
EMCLAIRE FINL CORP COM
-$2.5M
0
-100%
建仓
FMNB
FARMERS NATIONAL BANC COM
+$2.1M
167,815
建仓
SCHG
SCHWAB U.S. LARGE-CAP ETF
+$2.1M
43,170
减持
—
DU PONT
+$2.0M
661,355
-0%
增持
JNJ
JOHNSON&JOHNSON
-$1.9M
270,897
+9%
建仓
VOO
VANGUARD S&P 500 ETF
+$1.7M
4,564
增持
—
VANGUARD INTERM. TREASURY
+$1.7M
122,140
+27%
增持
JPM
J.P. MORGAN CHASE
-$1.5M
490,930
+1%
增持
VWO
VANGUARD EMERG. MARKETS ETF
+$1.5M
673,752
+2%
减持
EFG
ISHARES EAFE GROWTH
+$1.4M
140,746
-0%
增持
SCHM
SCHWAB U.S. MID CAP
+$1.4M
23,326
+633%
增持
VEA
VANGUARD DEV. MARKETS ETF
+$1.3M
244,061
+6%
增持
VTV
VANGUARD VALUE INDEX
+$1.2M
108,025
+11%
清仓
AM
ANTERO MIDSTREAM CORP
-$1.2M
0
-100%
建仓
—
SCHWAB CALIFORNIA MUNICIPAL MM
+$1.1M
1,136,009
增持
DOW
DOW CHEMICAL
+$1.1M
186,728
+3%
减持
FORA
FORIAN INC COM
+$1.1M
1,046,858
-0%
增持
VO
VANGUARD MID CAP
+$1.1M
47,590
+8%
减持
PM
PHILIP MORRIS INTl.
-$1.0M
171,818
-2%
减持
—
QURATE RETAIL INC. QVC GROUP
-$998.0K
1,300,000
-7%
增持
CTVA
CORTEVA INC.
+$930.0K
431,762
+1%
增持
IJR
ISHARES S&P SMALL-CAP ETF
+$879.0K
12,827
+236%
增持
—
COMMSCOPE
-$867.0K
1,002,700
+2%
增持
ESGU
iSHARES ESG AWARE USA
+$847.0K
102,233
+2%
增持
—
ALPHABET A
+$814.0K
44,382
+3%
建仓
—
CHECK POINT SOFTWARE
+$775.0K
5,963
清仓
—
CHECK POINT SOFTWARE
-$752.0K
0
-100%
减持
AR
ANTERO RES CORP
-$738.0K
66,000
-10%
增持
VB
VANGUARD SMALL-CAP ETF
+$727.0K
50,139
+5%
增持
XLK
SPDR-TECHNOLOGY
+$715.0K
22,866
+4%
增持
VCSH
VANGUARD S/T CORP BOND ETF
+$699.0K
147,690
+5%
增持
C
CITIGROUP
+$653.0K
283,169
+1%
建仓
TFC
TRUIST FINL CORP
+$631.0K
18,500
建仓
IVV
ISHARES TR S&P 500 INDEX
+$588.0K
1,430
建仓
RJF
RAYMOND JAMES FINL
+$583.0K
6,250
增持
MA
MASTERCARD INC
+$551.0K
4,993
+37%
建仓
MTB
M & T BK CORP COM
+$538.0K
4,500
建仓
IJH
ISHARES CORE S&P MID-CAP ETF
+$529.0K
2,116
建仓
SWPPX
SCHWAB S&P 500 INDEX
+$434.0K
6,867
增持
VUG
VANGUARD GROWTH
+$429.0K
7,264
+12%
增持
V
VISA INC CL A
+$396.0K
3,783
+72%
减持
XBI
SPDR S&P BIOTECH
-$376.0K
48,020
-1%
清仓
—
PIMCO FDS COMMREAL STG I 2
-$364.0K
0
-100%
增持
HON
HUBSPOT INC
+$359.0K
2,078
+76%
建仓
MDIZX
MFS SER TR X INTL DIVRTN R6
+$341.0K
15,676
建仓
—
PIMCO FDS COMMREAL STG I 2
+$332.0K
24,974
减持
—
SPDR SHORT TERM MUNICIPAL
-$330.0K
105,400
-7%
减持
SCHB
SCHWAB U.S. BROAD MARKET
-$308.0K
22,054
-27%
建仓
IOT
SAMSARA INC
+$296.0K
15,000
增持
BAC
BANK OF AMERICA
+$295.0K
19,042
+152%
清仓
PSX
PHILLIPS 66
-$285.0K
0
-100%
建仓
DHR
DANAHER CORP.
+$285.0K
1,132
减持
TJX
TJX COS INC
-$281.0K
207,565
-0%
建仓
DGRO
ISHARES TR CORE DIV GRWTH
+$280.0K
5,605
减持
EFV
ISHARES EAFE VALUE
+$279.0K
125,230
-1%
增持
CRM
SALESFORCE.COM
+$266.0K
3,287
+11%
清仓
HUBS
HUBSPOT INC
-$260.0K
0
-100%
建仓
ON
ON SEMI
+$251.0K
3,045
减持
WMT
WAL-MART STORES
+$237.0K
85,656
-2%
清仓
FIS
FIDELITY NATL INFO SVC
-$237.0K
0
-100%
建仓
POOL
POOL CORPORATION
+$230.0K
672
增持
MDY
SPDR S&P 400 MIDCAP
+$227.0K
12,767
+0%
增持
ABT
ABBOTT LABS
-$224.0K
26,396
+0%
建仓
COIN
COINBASE GLOBAL
+$223.0K
3,300
清仓
NFLX
NETFLIX INC.
-$221.0K
0
-100%
清仓
VBK
VANGUARD SMALL CAP GROWTH
-$217.0K
0
-100%
建仓
PPG
PPG INDUSTRIES
+$209.0K
1,568
清仓
ENB
ENBRIDGE INC
-$204.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF
+$195.0K
3,380
+9%
减持
NEAR
iSHARES SHORT MATURITY BOND
-$193.0K
161,150
-3%
减持
ESGE
iSHARES ESG AWARE EMERGING MKT
-$169.0K
30,000
-19%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$157.0K
4,935
-17%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$151.0K
12,755
-7%
减持
BRK/B
BERKSHIRE HATH B
-$134.0K
208,780
-0%
减持
UNH
UNITEDHEALTH GROUP
-$120.0K
1,004
-10%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US
+$112.0K
31,596
+0%
减持
PFF
iSHARES PREFERRED STOCK
-$104.0K
26,200
-13%
增持
BND
VANGUARD TOTAL BOND MARKET
+$102.0K
22,350
+4%
减持
HD
HOME DEPOT INC.
-$97.0K
3,911
-1%
增持
SPG
SIMON PROPERTY GROUP INC
+$80.0K
60,743
+6%
增持
HSIC
HENRY SCHEIN
+$73.0K
10,868
+7%
减持
—
AUTOMATIC DATA PROCESSING
-$68.0K
1,610
-10%
增持
IWM
ISHARES RUSSELL 2000 INDEX
+$67.0K
1,941
+21%
减持
DFAT
DIMENSIONAL ETF TRUST US TARGE
-$66.0K
7,034
-18%
增持
IBM
IBM
+$66.0K
16,697
+11%
增持
VCIT
VANGUARD INTER-TERM CORP BOND
+$66.0K
18,798
+1%
增持
PNC
PNC FINANCIAL
-$64.0K
4,606
+12%
减持
—
VYNE THERAP.
+$63.0K
23,472
-62%
减持
—
LANNETT INC
-$52.0K
153,786
-75%
减持
SPSB
SPDR SHORT-TERM CORPORATE BOND
-$50.0K
123,080
-2%
减持
NUV
NUVEEN MUNI VALUE
-$48.0K
35,600
-15%
减持
PG
PROCTER & GAMBLE
-$38.0K
12,766
-0%
减持
MO
ALTRIA GROUP INC.
-$34.0K
10,078
-5%
增持
UBSI
UNITED BANKSHARES
-$30.0K
52,141
+13%
减持
BSV
VANGUARD S/T BOND
+$29.0K
29,329
-0%
减持
SCHE
SCHWAB EMERGING MARKET ETF
-$22.0K
10,869
-11%
减持
EEM
ISHARES MSCI EMERGING MKTS ETF
+$20.0K
126,200
-4%
减持
SHY
iSHARES 1-3 YR TREASURY
-$18.0K
12,625
-3%
减持
FHI
FEDERATED HERMES
+$15.0K
5,847
-4%
增持
XEVVX
EATON VANCE LIMITED DURATION
+$6.0K
11,737
+0%
减持
MDYV
SPDR S&P 400 MID CAP VALUE
+$4.0K
4,941
-1%
增持
—
EXXON MOBIL
-$3.0K
8,564
+0%
减持
VIG
VANGUARD DIV. APPRECIATION ETF
+$1.0K
28,868
-1%
增持
DLN
WISDOMTREE LARGECAP DIV
+$0
9,857
+0%
