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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 132 项
建仓 15
增持 58
减持 49
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
—
GENERAL MOTORS
+$45.9M
1,190,993
清仓
GM
GENERAL MOTORS
-$43.3M
0
-100%
减持
MSFT
MICROSOFT CORP
+$18.5M
441,392
-3%
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
WMT
WAL-MART STORES
-$12.6M
0
-100%
减持
GOOG
ALPHABET C
+$9.8M
660,485
-2%
减持
IWF
iSHARES RUSSELL 1000 GROWTH
+$9.6M
444,183
-4%
建仓
—
DUN & BRADSTREET HOLDINGS INC.
+$8.7M
750,000
减持
AMZN
AMAZON.COM
+$8.1M
325,967
-2%
清仓
—
DUN & BRADSTREET HOLDINGS INC.
-$7.6M
0
-100%
增持
JPM
J.P. MORGAN CHASE
+$7.5M
491,501
+0%
减持
QCOM
QUALCOMM INC.
-$6.8M
768,015
-0%
减持
BRK/B
BERKSHIRE HATH B
+$6.3M
207,560
-1%
建仓
IFF
INTL. FLAVORS & FRAGRANCES
+$5.1M
64,100
减持
FISV
FISERV INC
+$5.1M
477,759
-2%
增持
AAPL
APPLE INC
+$4.8M
162,302
+0%
减持
FDX
FEDEX CORP
+$4.2M
235,597
-1%
建仓
VMBS
VANGUARD MBS ETF
+$4.0M
86,950
增持
NVDA
NVIDIA CORP
+$3.8M
26,198
+0%
增持
JNJ
JOHNSON&JOHNSON
+$3.4M
274,341
+1%
增持
PFE
PFIZER INC
-$3.3M
1,290,897
+4%
减持
OPCH
OPTION CARE HEALTH INC COM NEW
-$2.8M
500,000
-17%
减持
MINT
PIMCO ENHANCED SHORT MATURITY
-$2.4M
185,987
-12%
清仓
QTRX
QUANTERIX CORP COM
-$2.3M
0
-100%
增持
—
VANGUARD INTERM. TREASURY
+$2.0M
159,309
+30%
减持
—
VANECK VECTORS GOLD MINERS
-$1.9M
732,315
-1%
增持
CVS
CVS HEALTH CORP
-$1.7M
872,351
+5%
增持
TWI
TITAN INTL INC
+$1.5M
1,050,000
+4%
减持
CTVA
CORTEVA INC.
-$1.5M
429,126
-1%
增持
WBD
WARNER BRO. DISCOVERY
-$1.4M
1,267,600
+11%
增持
FORA
FORIAN INC COM
-$1.3M
1,100,000
+5%
减持
—
SPDR GOLD SHARES
-$1.2M
219,425
-0%
减持
TJX
TJX COS INC
+$1.2M
205,748
-1%
清仓
—
SCHWAB CALIFORNIA MUNICIPAL MM
-$1.1M
0
-100%
建仓
TSLA
TESLA MOTORS
+$1.1M
4,223
增持
VB
VANGUARD SMALL-CAP ETF
+$1.1M
53,192
+6%
减持
CSCO
CISCO SYSTEMS
-$906.9K
794,764
-1%
增持
MRCY
MERCURY SYSTEMS
+$903.0K
100,000
+100%
减持
IYW
ISHARES U.S. TECH ETF
+$845.1K
53,101
-0%
增持
FHI
FEDERATED HERMES
+$841.1K
30,017
+413%
清仓
—
CHECK POINT SOFTWARE
-$775.0K
0
-100%
建仓
—
CHECK POINT SOFTWARE
+$749.1K
5,963
增持
CVX
CHEVRON CORP
-$671.4K
379,559
+3%
减持
—
ALPHABET A
+$615.9K
43,608
-2%
减持
—
SPDR SHORT TERM MUNICIPAL
-$605.8K
93,650
-11%
减持
VCSH
VANGUARD S/T CORP BOND ETF
-$598.2K
140,891
-5%
增持
INTC
INTEL CORP
+$552.9K
652,000
+0%
增持
VTV
VANGUARD VALUE ETF
+$524.2K
108,678
+1%
增持
SPG
SIMON PROPERTY GROUP INC
+$516.3K
63,364
+4%
减持
—
QURATE RETAIL INC. QVC GROUP
-$492.2K
800,000
-38%
减持
BSV
VANGUARD S/T BOND
-$461.1K
23,579
-20%
减持
ESGU
iSHARES ESG AWARE USA
+$424.0K
100,000
-2%
增持
—
COMMSCOPE
-$409.6K
1,061,700
+6%
减持
XLK
SPDR-TECHNOLOGY
+$371.9K
22,000
-4%
增持
VWO
VANGUARD EMERG. MARKETS ETF
+$366.7K
678,140
+1%
增持
DIS
WALT DISNEY CO.
-$349.4K
211,689
+10%
清仓
MDIZX
MFS SER TR X INTL DIVRTN R6
-$341.0K
0
-100%
建仓
NFLX
NETFLIX INC.
+$333.0K
756
减持
—
DU PONT
-$326.6K
659,832
-0%
增持
IBM
IBM
+$312.8K
18,697
+12%
建仓
—
ISHARES TR MSCI USA QLT FCT
+$301.2K
2,233
减持
VIG
VANGUARD DIV. APPRECIATION ETF
-$295.3K
25,554
-11%
减持
ABT
ABBOTT LABS
-$294.2K
21,820
-17%
建仓
—
ISHARES TR CORE DIV GRWTH
+$288.8K
5,605
清仓
DGRO
ISHARES TR CORE DIV GRWTH
-$280.0K
0
-100%
增持
C
CITIGROUP
+$276.8K
294,413
+4%
清仓
—
LANNETT INC
-$268.0K
0
-100%
增持
MDY
SPDR S&P 400 MIDCAP
+$266.1K
12,777
+0%
增持
BND
VANGUARD TOTAL BOND MARKET
+$248.7K
26,120
+17%
减持
XBI
SPDR S&P BIOTECH
+$236.7K
46,835
-2%
建仓
FOR
D R HORTON
+$225.1K
1,850
建仓
AEM
AGNICO EAGLE MINES LTD COM
+$209.9K
4,200
减持
VEA
VANGUARD DEV. MARKETS ETF
-$204.2K
234,296
-4%
建仓
COST
COSTCO WHOLESALE
+$204.0K
379
建仓
VYMI
VANGUARD INTL. HIGH DIVIDEND
+$202.2K
3,200
减持
VO
VANGUARD MID CAP
+$198.8K
46,497
-2%
建仓
—
PARAMOUNT GLOBAL
+$196.6K
12,360
减持
VUG
VANGUARD GROWTH
+$184.8K
7,057
-3%
增持
VZ
VERIZON COMM.
-$179.4K
255,165
+3%
增持
BA
BOEING CO.
-$176.3K
247,484
+0%
增持
DOW
DOW CHEMICAL
-$166.4K
189,065
+1%
减持
AR
ANTERO RES CORP
-$165.2K
59,000
-11%
增持
GLW
CORNING, INC.
-$165.1K
1,208,673
+0%
减持
EFG
iSHARES EAFE GROWTH
+$157.7K
139,846
-1%
增持
MA
MASTERCARD INC
+$153.1K
5,004
+0%
增持
VOO
VANGUARD S&P 500 ETF
+$153.0K
4,589
+1%
增持
META
META PLATFORMS INC CL A
+$152.5K
1,939
+2%
减持
KKR
KKR & CO
+$151.0K
45,000
-0%
增持
PM
PHILIP MORRIS INTl.
+$140.2K
172,600
+0%
减持
HON
HUBSPOT INC
-$132.1K
900
-57%
减持
SHY
iSHARES 1-3 YR TREASURY
-$102.6K
11,525
-9%
增持
PH
PARKER HANNIFIN
+$98.1K
1,795
+0%
增持
—
ATARA BIOTHERAPEUTICS INC.
-$97.5K
750,000
+67%
减持
NUV
NUVEEN MUNI VALUE
-$91.3K
25,600
-28%
增持
EFV
iSHARES EAFE VALUE
+$90.9K
126,030
+1%
减持
NEAR
iSHARES SHORT MATURITY BOND
-$90.0K
158,950
-1%
减持
SCHB
SCHWAB U.S. BROAD MARKET
+$81.9K
21,990
-0%
增持
MRK
MERCK & CO. INC.
+$78.4K
8,566
+0%
减持
SPSB
SPDR SHORT-TERM CORPORATE BOND
-$77.0K
121,265
-1%
增持
UBSI
UNITED BANKSHARES
+$71.0K
64,238
+23%
减持
LOW
LOWE'S COMPANIES
+$67.5K
2,900
-1%
减持
SCHM
SCHWAB U.S. MID CAP
+$66.8K
23,227
-0%
增持
ABBV
ABBVIE INC.
-$65.8K
2,755
+0%
增持
HD
HOME DEPOT INC.
+$65.0K
3,924
+0%
减持
SPY
SPDR S&P 500 ETF
-$61.7K
2,983
-12%
增持
V
VISA INC CL A
+$54.6K
3,822
+1%
减持
NML
NEUBERGER BRMN. MLP INCOME
-$42.8K
115,000
-9%
增持
CRM
SALESFORCE.COM
+$39.5K
3,297
+0%
减持
EFA
iSHARES MSCI EAFE
+$38.5K
46,531
-0%
增持
NKE
NIKE INC. CL B
-$37.6K
3,166
+0%
增持
IWD
iSHARES RUSSELL 1000 VALUE
+$32.0K
5,373
+0%
增持
UPS
UNITED PARCEL SERVICE-CL B
-$26.2K
1,890
+0%
增持
MDYV
SPDR S&P 400 MID CAP VALUE
+$24.5K
5,111
+3%
减持
VEU
VANGUARD FTSE ALL-WORLD EX-US
+$23.9K
31,482
-0%
增持
MTB
M & T BK CORP COM
+$20.8K
4,515
+0%
增持
MDLZ
MONDELEZ INTL
+$20.2K
5,555
+1%
增持
VCIT
VANGUARD INTER-TERM CORP BOND
-$19.9K
18,830
+0%
增持
COP
CONOCOPHILLIPS
+$19.5K
3,682
+1%
减持
SCHE
SCHWAB EMERGING MARKET ETF
-$19.0K
10,069
-7%
减持
PG
PROCTER & GAMBLE
-$18.7K
12,385
-3%
增持
DLN
WISDOMTREE LARGECAP DIV
+$17.2K
9,862
+0%
增持
—
EXXON MOBIL
-$16.2K
8,604
+0%
增持
DFAT
DIMENSIONAL ETF TRUST US TARGE
+$14.7K
7,065
+0%
增持
—
BP PLC - SPONS ADR
-$13.8K
5,786
+1%
减持
XEVVX
EATON VANCE LIMITED DURATION
-$11.9K
11,119
-5%
增持
DHR
DANAHER CORP.
-$11.4K
1,140
+1%
增持
FMNB
FARMERS NATIONAL BANC COM
+$10.7K
172,330
+3%
增持
BIV
VANGUARD INTERM-TERM BOND
+$5.7K
7,334
+3%
减持
CWGL
CRIMSON WINE GROUP LTD
-$4.9K
23,000
-11%
建仓
—
LANNETT
+$4.6K
153,786
增持
BAC
BANK OF AMERICA
+$2.7K
19,091
+0%
增持
SLB
SCHLUMBERGER
+$2.0K
5,599
+1%
清仓
—
MAKARA MNG CORP COM
+$0
0
-100%
