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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 101 项
建仓 3
增持 40
减持 50
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
GOOG
ALPHABET C
+$14.1M
648,985
-1%
增持
QCOM
QUALCOMM INC.
-$11.7M
732,263
+0%
减持
IWF
iSHARES RUSSELL 1000 GROWTH
+$11.0M
425,713
-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
JPM
J.P. MORGAN CHASE
+$10.7M
466,358
-3%
增持
AMZN
AMAZON.COM
+$10.7M
318,345
+0%
减持
—
GENERAL MOTORS
+$10.0M
1,327,017
-2%
减持
FISV
FISERV INC
+$8.9M
434,319
-3%
增持
BA
BOEING CO.
+$8.2M
298,081
+2%
增持
—
DU PONT
-$8.1M
659,151
+1%
增持
IFF
INTL FLAV/FRAG.
-$6.5M
535,285
+8%
减持
JNJ
JOHNSON&JOHNSON
-$6.0M
296,567
-2%
增持
—
VANECK VECTORS GOLD MINERS
-$5.4M
928,172
+0%
增持
DIS
WALT DISNEY CO.
+$5.0M
305,245
+1%
减持
MSFT
MICROSOFT CORP
-$5.0M
404,252
-1%
增持
SJM
SMUCKER J M CO
-$4.5M
507,325
+2%
减持
INTC
INTEL CORP
-$4.1M
446,932
-20%
减持
VEA
VANGUARD DEVEL. MARKETS ETF
-$3.6M
188,742
-21%
减持
WBD
WB DISCOVERY
-$3.1M
771,175
-43%
增持
PFE
PFIZER INC
-$3.1M
2,150,418
+4%
减持
CVX
CHEVRON CORP
-$3.0M
402,302
-3%
增持
C
CITIGROUP
+$2.9M
339,082
+1%
减持
BRK/B
BERKSHIRE HATH B
-$2.9M
199,650
-2%
减持
NVDA
NVIDIA CORP
+$2.9M
223,851
-0%
减持
AAPL
APPLE INC
+$2.6M
160,222
-1%
减持
VWO
VANGUARD EMERG. MARKETS ETF
-$2.5M
637,220
-0%
减持
CSCO
CISCO SYSTEMS
+$2.5M
633,989
-4%
减持
MRCY
MERCURY SYSTEMS
+$2.2M
488,080
-1%
减持
LQDT
LIQUIDITY SERVICES
+$2.0M
1,301,900
-26%
减持
TWI
TITAN INTL INC
-$1.8M
841,284
-9%
增持
DOW
DOW CHEMICAL
-$1.7M
133,028
+3%
减持
—
COMMSCOPE
-$1.7M
571,200
-25%
减持
EFG
iSHARES EAFE GROWTH ETF
-$1.6M
137,932
-1%
减持
VZ
VERIZON COMM.
-$1.1M
197,139
-1%
减持
—
ALPHABET A
+$984.4K
42,938
-0%
减持
FDX
FEDEX CORP
+$890.6K
242,703
-1%
增持
VCSH
VANGUARD S/T CORP BOND ETF
+$855.1K
148,310
+10%
增持
—
VANGUARD INTERM. TREASURY
+$839.2K
259,785
+10%
增持
CTVA
CORTEVA INC.
-$814.8K
559,282
+1%
建仓
FMDE
FIDELITY MIDCAP ETF
+$752.9K
22,920
清仓
BIL
SPDR SERIES TRUST SPDR BLOOMBE
-$633.5K
0
-100%
增持
EFV
iSHARES EAFE VALUE ETF
-$629.7K
125,293
+0%
增持
VOO
VANGUARD S&P 500 ETF
+$610.7K
5,652
+22%
建仓
DFLV
DFA LRGE VALUE ETF
+$600.6K
20,000
减持
TSLA
TESLA MOTORS
+$585.1K
4,142
-0%
增持
VTV
VANGUARD VALUE
-$504.2K
116,613
+1%
增持
—
TETRA TECH INC
-$495.8K
77,520
+2%
减持
—
SPDR GOLD SHARES
-$435.8K
190,789
-1%
减持
HSIC
HENRY SCHEIN
-$384.8K
4,534
-53%
减持
VO
VANGUARD MID CAP
-$353.0K
61,437
-2%
清仓
—
IRONWOOD INSTL MLT STR INT
-$346.1K
0
-100%
增持
BND
VANGUARD TOTAL BOND MARKET
+$344.7K
134,056
+8%
增持
ATRA
ATARA BIOTHERAPEUTICS COM NEW
+$340.3K
50,000
+25%
增持
SPSB
SPDR SHORT-TERM CORPORATE BOND
+$326.8K
137,450
+10%
增持
DFSTX
DFA SMALL CAP ETF
+$309.7K
14,725
+47%
减持
VTIP
VANGUARD S-T TIPS
-$280.2K
37,850
-12%
增持
VMBS
VANGUARD MBS ETF
-$265.8K
327,700
+2%
减持
IYW
ISHARES U.S. TECH ETF
+$249.5K
33,025
-0%
减持
PM
PHILIP MORRIS INTl.
-$231.7K
105,240
-1%
清仓
FBIN
FORTUNE BRANDS INNOVAT COM
-$226.5K
0
-100%
清仓
ON
ON SEMI
-$222.9K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE-CL B
-$215.6K
0
-100%
清仓
PPG
PPG INDUSTRIES
-$207.7K
0
-100%
减持
PEP
PEPSICO INC
-$182.1K
9,071
-1%
减持
V
VISA INC CL A
+$163.1K
4,103
-0%
减持
HD
HOME DEPOT INC.
-$156.5K
3,832
-6%
增持
XBI
SPDR S&P BIOTECH
-$152.5K
18,015
+0%
减持
SUSB
iSHARES ESG 1-5 YR CORPORATE
-$148.8K
50,000
-9%
增持
VEU
VANGUARD TOTAL INTL. ETF
-$135.7K
31,611
+2%
清仓
—
PARAMOUNT GLOBAL
-$131.3K
0
-100%
增持
APD
AIR PRODS & CHEMS
-$121.4K
17,704
+0%
减持
NEAR
iSHARES SHORT MATURITY BOND
-$110.9K
122,150
-0%
增持
FMC
F M C CORP
-$102.7K
6,046
+1%
减持
MINT
PIMCO ENHANCED SHORT MATURITY
-$101.4K
16,460
-5%
减持
FHI
FEDERATED HERMES
-$95.7K
24,554
-18%
减持
IBM
IBM
-$94.8K
22,807
-1%
增持
AEM
AGNICO EAGLE
-$94.5K
64,200
+1%
增持
—
EXXON MOBIL
-$89.0K
9,554
+0%
减持
VUG
VANGUARD GROWTH
+$87.8K
4,571
-2%
减持
XLK
SPDR-TECHNOLOGY
+$76.2K
19,882
-1%
减持
TOST
TOAST INC CL A
+$75.0K
10,600
-4%
增持
SCHG
SCHWAB U.S. LARGE-CAP ETF
+$73.0K
129,510
+200%
减持
CFG
CITIZENS FINL
-$62.0K
25,000
-11%
增持
VWNEX
VANGUARD WINDSOR-ADM
-$41.1K
33,931
+12%
清仓
—
WASATCH FDS TR INT OPPTY INST
-$39.8K
0
-100%
增持
SWKS
SKYWORKS SOLUTIONS INC.
-$36.3K
4,046
+1%
增持
VIG
VANGUARD DIV. APPRECIATION ETF
-$36.2K
26,528
+0%
增持
NKE
NIKE INC. CL B
-$33.9K
3,773
+4%
建仓
ONDS
ONDAS HLDGS INC COM NEW
+$32.0K
12,500
增持
VCIT
VANGUARD INTER-TERM CORP BOND
-$31.8K
21,170
+2%
减持
VV
VANGUARD LARGE CAP ETF
+$30.0K
6,449
-1%
减持
VB
VANGUARD SMALL-CAP ETF
+$27.4K
55,093
-1%
减持
ABT
ABBOTT LABS
-$21.9K
10,624
-1%
增持
SCHB
SCHWAB U.S. BROAD MARKET
+$17.3K
61,280
+197%
减持
—
AUTOMATIC DATA PROCESSING
-$15.8K
1,610
-9%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$12.5K
7,055
-3%
减持
DLN
WISDOMTREE LARGECAP DIV
-$10.3K
7,687
-1%
减持
IAU
ISHARES GOLD TRUST
-$5.8K
9,648
-1%
增持
JEPI
J P MORGAN EXCHANGE TR EQUITY
-$2.6K
5,148
+3%
增持
DFAT
DIMENSIONAL ETF TRUST US TARGE
+$1.7K
7,215
+0%
增持
IWM
ISHARES RUSSELL 2000 INDEX
+$518
2,444
+0%
增持
SCHM
SCHWAB U.S. MID CAP
-$152
67,423
+200%
