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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 100 项
建仓 6
增持 39
减持 48
清仓 7
方向
标的
Δ市值
现股数(环比)
清仓
CVS
CVS HEALTH CORP
-$72.2M
0
-100%
建仓
SJM
SMUCKER J M CO
+$54.4M
499,125
减持
GOOG
ALPHABET C
+$18.3M
642,311
-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
PFE
PFIZER INC
+$16.9M
2,091,262
+39%
减持
QCOM
QUALCOMM INC.
+$16.2M
720,742
-4%
减持
MSFT
MICROSOFT CORP
+$9.3M
410,902
-1%
减持
IWF
iSHARES RUSSELL 1000 GROWTH
+$9.1M
423,833
-2%
增持
INTC
INTEL CORP
-$8.4M
660,561
+1%
减持
DIS
WALT DISNEY CO.
-$8.0M
247,045
-7%
减持
AAPL
APPLE INC
+$6.3M
162,655
-0%
减持
FISV
FISERV INC
-$6.0M
454,744
-1%
减持
IFF
INTL FLAV/FRAG.
+$4.5M
491,665
-0%
减持
AMZN
AMAZON.COM
+$4.0M
311,628
-0%
减持
CSCO
CISCO SYSTEMS
-$3.4M
691,486
-5%
增持
NVDA
NVIDIA CORP
+$3.1M
222,693
+723%
减持
BRK/B
BERKSHIRE HATH B
-$2.9M
205,627
-0%
减持
DOW
DOW CHEMICAL
-$2.5M
128,672
-20%
建仓
VWNEX
VANGUARD WINDSOR-ADM
+$2.3M
30,426
减持
CTVA
CORTEVA INC.
-$2.1M
554,637
-0%
增持
BA
BOEING CO.
-$2.1M
266,641
+2%
增持
—
VANECK VECTORS GOLD MINERS
+$2.1M
891,365
+0%
减持
FDX
FEDEX CORP
+$2.0M
239,553
-1%
增持
JNJ
JOHNSON&JOHNSON
-$2.0M
301,178
+4%
减持
LQDT
LIQUIDITY SERVICES
+$1.8M
2,020,766
-3%
减持
—
DU PONT
+$1.7M
649,662
-2%
减持
PM
PHILIP MORRIS INTl.
-$1.6M
106,861
-21%
减持
—
SPDR GOLD SHARES
+$1.6M
192,015
-1%
减持
—
GENERAL MOTORS
+$1.4M
1,351,867
-0%
增持
—
ALPHABET A
+$1.4M
43,130
+0%
增持
APD
AIR PRODS & CHEMS
+$1.4M
14,254
+50%
增持
VMBS
VANGUARD MBS ETF
+$1.4M
325,350
+11%
增持
WBD
WB DISCOVERY
-$955.2K
1,364,775
+7%
减持
VZ
VERIZON COMM.
-$877.5K
200,339
-8%
增持
SPY
SPDR S&P 500 ETF
+$820.1K
4,153
+51%
增持
—
VANGUARD INTERM. TREASURY
+$734.3K
221,100
+7%
减持
SPG
SIMON PROPERTY GROUP INC
-$729.2K
56,845
-5%
清仓
—
ATARA BIOTHERAPEUTICS INC.
-$694.0K
0
-100%
减持
VCSH
VANGUARD S/T CORP BOND ETF
-$684.8K
127,490
-6%
减持
VB
VANGUARD SMALL-CAP ETF
-$635.0K
55,635
-0%
减持
VWO
VANGUARD EMERG. MARKETS ETF
+$631.0K
641,898
-2%
清仓
BIL
SPDR SERIES TRUST SPDR BLOOMBE
-$569.2K
0
-100%
建仓
IVW
iSHARES S&P 500 GROWTH
+$465.8K
5,034
减持
IBM
IBM
-$418.1K
23,107
-0%
增持
CVX
CHEVRON CORP
-$344.5K
404,707
+0%
建仓
ATRA
ATARA BIOTHERAPEUTICS COM NEW
+$340.0K
40,000
减持
TJX
TJX COS INC
+$337.1K
169,355
-6%
建仓
KMT
KENNAMETAL INC COM
+$323.3K
13,733
增持
BND
VANGUARD TOTAL BOND MARKET
+$318.9K
121,306
+5%
增持
NEAR
iSHARES SHORT MATURITY BOND
+$281.8K
122,550
+5%
增持
VTV
VANGUARD VALUE
-$239.1K
108,274
+0%
减持
CAT
CATERPILLAR INC
-$231.8K
6,800
-0%
清仓
PPG
PPG INDUSTRIES
-$227.2K
0
-100%
减持
VIG
VANGUARD DIV. APPRECIATION ETF
-$225.3K
26,547
-4%
清仓
—
BP PLC - SPONS ADR
-$216.9K
0
-100%
清仓
FBIN
FORTUNE BRANDS INNOVAT COM
-$214.2K
0
-100%
增持
MA
MASTERCARD INC
-$213.4K
5,723
+1%
清仓
BSV
VANGUARD S/T BOND
-$210.2K
0
-100%
增持
EFG
iSHARES EAFE GROWTH ETF
-$201.8K
135,849
+0%
减持
CRM
SALESFORCE.COM
-$193.9K
3,305
-5%
增持
MRCY
MERCURY SYSTEMS
+$181.4K
497,870
+11%
减持
VEA
VANGUARD DEVEL. MARKETS ETF
-$180.1K
238,227
-0%
减持
HD
HOME DEPOT INC.
-$175.0K
4,065
-1%
增持
VO
VANGUARD MID CAP
-$157.1K
61,261
+2%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$143.1K
2,371
-21%
减持
LOW
LOWE'S COMPANIES
-$132.3K
3,750
-0%
增持
FMNB
FARMERS NATIONAL BANC COM
-$130.7K
173,867
+1%
减持
VUG
VANGUARD GROWTH
+$118.5K
4,808
-1%
减持
PEP
PEPSICO INC
-$108.1K
9,182
-1%
增持
SPSB
SPDR SHORT-TERM CORPORATE BOND
+$102.6K
101,650
+4%
增持
IVV
ISHARES TR S&P 500 INDEX
+$102.0K
1,437
+10%
增持
C
CITIGROUP
+$91.6K
309,327
+0%
增持
META
META PLATFORMS INC CL A
+$84.3K
1,917
+6%
减持
MRK
MERCK & CO. INC.
-$81.7K
8,045
-1%
增持
VV
VANGUARD LARGE CAP ETF
+$80.7K
6,625
+1%
减持
TSLA
TESLA MOTORS
+$79.9K
4,157
-2%
增持
COST
COSTCO WHOLESALE
+$77.3K
471
+7%
增持
NKE
NIKE INC. CL B
-$59.7K
3,613
+2%
减持
PNC
PNC FINANCIAL
-$52.1K
5,206
-2%
减持
KO
COCA COLA CO
+$50.9K
24,082
-1%
增持
PG
PROCTER & GAMBLE
+$42.0K
12,262
+0%
增持
V
VISA INC CL A
-$41.7K
4,123
+2%
建仓
—
WASATCH FDS TR INT OPPTY INST
+$36.9K
11,978
减持
AMGN
AMGEN INC
+$30.4K
1,335
-2%
减持
SCHB
SCHWAB U.S. BROAD MARKET
+$29.1K
21,697
-1%
增持
MDY
SPDR S&P 400 MIDCAP
-$28.8K
12,702
+4%
减持
BAC
BANK OF AMERICA
+$28.7K
16,500
-0%
增持
SLB
SCHLUMBERGER
-$28.7K
5,897
+5%
减持
VCIT
VANGUARD INTER-TERM CORP BOND
-$21.3K
17,710
-1%
减持
WMT
WAL-MART STORES
+$20.8K
3,477
-3%
减持
UPS
UNITED PARCEL SERVICE-CL B
-$20.0K
1,581
-1%
增持
DFAT
DIMENSIONAL ETF TRUST US TARGE
-$16.7K
7,162
+0%
减持
MO
ALTRIA GROUP INC.
+$15.9K
9,043
-0%
增持
XBI
SPDR S&P BIOTECH
-$11.9K
18,515
+2%
增持
—
EXXON MOBIL
+$11.3K
9,501
+2%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
-$7.6K
7,680
+2%
减持
JPM
J.P. MORGAN CHASE
+$7.3K
480,648
-1%
增持
ABBV
ABBVIE INC.
-$6.2K
1,976
+4%
增持
DLN
WISDOMTREE LARGECAP DIV
+$4.6K
7,739
+0%
增持
VEU
VANGUARD TOTAL INTL. ETF
+$2.1K
31,039
+0%
减持
NRK
NUVEEN NY AMT-FREE MUN
+$285
26,000
-2%
