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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 122 项
建仓 13
增持 42
减持 65
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
GOOG
ALPHABET C
-$22.8M
645,095
-1%
增持
MSFT
MICROSOFT CORP
-$18.5M
404,610
+0%
减持
IWF
iSHARES RUSSELL 1000 GROWTH
-$18.0M
423,600
-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
BRK/B
BERKSHIRE HATH B
+$13.5M
195,279
-2%
减持
LQDT
LIQUIDITY SERVICES
-$12.6M
950,912
-27%
减持
AMZN
AMAZON.COM
-$9.9M
315,088
-1%
增持
SJM
SMUCKER J M CO
+$9.5M
551,775
+9%
减持
—
GENERAL MOTORS
-$8.8M
1,315,258
-1%
减持
CVX
CHEVRON CORP
+$8.5M
399,235
-1%
增持
FDX
FEDEX CORP
-$7.2M
250,471
+3%
减持
—
SPDR GOLD SHARES
+$7.1M
184,914
-3%
减持
JNJ
JOHNSON&JOHNSON
+$5.8M
293,712
-1%
减持
NVDA
NVIDIA CORP
-$5.8M
223,836
-0%
减持
AAPL
APPLE INC
-$4.7M
159,474
-0%
减持
PM
PHILIP MORRIS INTl.
+$4.0M
105,142
-0%
减持
DIS
WALT DISNEY CO.
-$4.0M
303,902
-0%
减持
VO
VANGUARD MID CAP
-$3.7M
48,358
-21%
增持
VOO
VANGUARD S&P 500 ETF
+$3.6M
12,969
+129%
减持
—
VANECK VECTORS GOLD MINERS
+$3.5M
761,816
-18%
增持
FMDE
FIDELITY MIDCAP
+$3.3M
129,275
+464%
减持
FISV
FISERV INC
+$3.3M
418,797
-4%
减持
JPM
J.P. MORGAN CHASE
-$3.0M
443,379
-5%
减持
CTVA
CORTEVA INC.
+$2.4M
545,045
-3%
增持
WBD
WB DISCOVERY
+$2.0M
949,561
+23%
减持
ESGU
iSHARES ESG AWARE USA
-$1.9M
90,000
-10%
增持
PFE
PFIZER INC
-$1.8M
2,179,773
+1%
增持
—
DUN & BRADSTREET HOLDINGS INC.
+$1.7M
1,100,000
+69%
减持
—
DU PONT
-$1.6M
651,558
-1%
增持
VZ
VERIZON COMM.
+$1.6M
208,664
+6%
增持
—
ALPHABET A
-$1.5M
43,038
+0%
减持
VB
VANGUARD SMALL-CAP ETF
-$1.3M
53,904
-2%
建仓
—
QVC GROUP INC. 8.0 PREFERRED
+$1.3M
49,668
减持
SPG
SIMON PROPERTY GROUP INC
-$1.1M
47,890
-9%
减持
TWI
TITAN INTL INC
+$1.1M
816,284
-3%
减持
OPCH
OPTION CARE HEALTH INC COM NEW
-$1.1M
300,000
-40%
减持
CSCO
CISCO SYSTEMS
+$1.1M
626,018
-1%
增持
IFF
INTL FLAV/FRAG.
+$1.1M
597,198
+12%
增持
EFG
iSHARES EAFE GROWTH ETF
+$1.1M
144,452
+5%
减持
TJX
TJX COS INC
-$1.0M
156,335
-6%
减持
INTC
INTEL CORP
+$937.7K
435,872
-2%
建仓
—
BLACKSTONE GROUP
+$870.1K
6,225
增持
EFV
iSHARES EAFE VALUE ETF
+$863.7K
126,193
+1%
建仓
APO
APOLLO GLOBAL MGMT INC COM CL
+$862.7K
6,300
减持
—
TETRA TECH INC
-$831.0K
77,176
-0%
建仓
CG
CARLYLE GROUP INC
+$813.0K
18,650
减持
VWO
VANGUARD EMERG. MARKETS ETF
-$701.9K
604,535
-5%
建仓
—
FUNDAMENTAL INVS CL F2 SHS
+$678.8K
8,714
增持
VEA
VANGUARD DEVEL. MARKETS ETF
+$671.7K
190,779
+1%
减持
TSLA
TESLA MOTORS
-$655.5K
3,925
-5%
减持
IBM
IBM
+$645.8K
22,760
-0%
增持
KKR
KKR & CO
-$632.7K
52,100
+16%
增持
IYW
ISHARES U.S. TECH ETF
-$622.4K
33,080
+0%
增持
—
COMMSCOPE
+$588.1K
671,200
+18%
减持
MDY
SPDR S&P 400 MIDCAP
-$543.9K
12,969
-1%
增持
IJR
ISHARES S&P SMALL-CAP ETF
+$498.9K
18,888
+47%
增持
VTV
VANGUARD VALUE
+$496.9K
117,168
+0%
增持
VCSH
VANGUARD S/T CORP BOND ETF
+$446.6K
152,220
+3%
清仓
UNH
UNITEDHEALTH GROUP
-$399.6K
0
-100%
增持
—
VANGUARD INTERM. TREASURY
+$396.0K
260,329
+0%
增持
DFSTX
DFA SMALL CAP ETF
+$383.4K
22,455
+52%
增持
SPSB
SPDR SHORT-TERM CORPORATE BOND
+$382.1K
149,050
+8%
减持
QCOM
QUALCOMM INC.
-$371.9K
729,889
-0%
增持
C
CITIGROUP
+$358.4K
341,265
+1%
建仓
CMNIX
CALAMOS INVT TR NEW MKT NEUTRA
+$357.3K
23,662
减持
EEM
iSHARES EMERGING MARKETS
-$330.4K
124,550
-10%
清仓
—
QURATE RETAIL INC. QVC GROUP
-$330.0K
0
-100%
减持
XBI
SPDR S&P BIOTECH
-$317.9K
16,085
-11%
减持
FHI
FEDERATED HERMES
-$314.1K
17,054
-31%
建仓
MUNI
PIMCO INTERM. MUNI ETF
+$309.3K
6,000
增持
BA
BOEING CO.
-$298.0K
307,607
+3%
建仓
LIGRX
NATIXIS LOOMIS SAYLES INV GRAD
+$280.0K
28,486
减持
UBSI
UNITED BANKSHARES
-$279.5K
57,041
-5%
减持
AR
ANTERO RES CORP
+$257.4K
57,500
-3%
建仓
CORT
CORCEPT THERAPEUTICS I COM
+$248.3K
2,174
建仓
FFIV
F5 NETWORKS INC
+$247.4K
929
增持
MA
MASTERCARD INC
+$243.4K
5,942
+4%
减持
IWM
ISHARES RUSSELL 2000 INDEX
-$232.7K
1,541
-37%
减持
VUG
VANGUARD GROWTH
-$222.6K
4,459
-2%
建仓
PPG
PPG INDUSTRIES
+$209.0K
1,911
增持
CRM
SALESFORCE.COM
-$207.8K
3,343
+1%
建仓
—
QVC GROUP INC.
+$201.1K
1,000,000
增持
ATRA
ATARA BIOTHERAPEUTICS COM NEW
-$190.3K
80,000
+60%
减持
SPY
SPDR S&P 500 ETF
-$154.8K
4,703
-1%
减持
MTB
M & T BK CORP COM
-$136.6K
4,600
-10%
减持
VMBS
VANGUARD MBS ETF
+$132.6K
323,700
-1%
减持
V
VISA INC CL A
+$130.4K
4,072
-1%
减持
VIG
VANGUARD DIV. APPRECIATION ETF
-$122.8K
26,147
-1%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$120.4K
5,470
-22%
增持
APD
AIR PRODS & CHEMS
+$120.3K
17,819
+1%
减持
MRCY
MERCURY SYSTEMS
-$112.2K
473,130
-3%
减持
TFC
TRUIST FINL CORP
-$109.7K
20,000
-7%
增持
MINT
PIMCO ENHANCED SHORT MATURITY
+$105.2K
17,460
+6%
增持
SCHM
SCHWAB U.S. MID CAP
-$101.7K
67,426
+0%
减持
DLN
WISDOMTREE LARGECAP DIV
-$98.7K
6,290
-18%
减持
—
SPDR SHORT TERM MUNICIPAL
-$89.2K
26,500
-7%
减持
VGK
VANGUARD EUROPE ETF
+$89.1K
15,100
-1%
减持
HD
HOME DEPOT INC.
-$88.8K
3,825
-0%
增持
DOW
DOW CHEMICAL
-$86.1K
150,410
+13%
增持
DFLV
DFA LRG VALUE ETF
+$78.1K
22,200
+11%
减持
PFF
iSHARES PREFERRED STOCK
-$76.0K
18,500
-10%
增持
SWKS
SKYWORKS SOLUTIONS INC.
-$75.7K
4,380
+8%
建仓
EOSE
EOS ENERGY ENTERPRISES COM CL
+$75.6K
20,000
减持
META
META PLATFORMS INC CL A
-$75.2K
1,817
-5%
减持
SCHB
SCHWAB U.S. BROAD MARKET
-$74.0K
61,172
-0%
减持
PEP
PEPSICO INC
-$70.9K
8,727
-4%
增持
SWPPX
SCHWAB S&P 500 INDEX
+$70.3K
7,988
+16%
减持
—
EXXON MOBIL
+$67.3K
9,208
-4%
减持
FORA
FORIAN INC COM
-$66.8K
1,099,600
-0%
减持
VCIT
VANGUARD INTER-TERM CORP BOND
-$62.5K
20,020
-5%
减持
VWNEX
VANGUARD WINDSOR-ADM
-$62.3K
33,086
-2%
减持
BND
VANGUARD TOTAL BOND MARKET
+$56.2K
132,010
-2%
增持
VV
VANGUARD LARGE CAP ETF
-$54.2K
6,556
+2%
增持
—
VYNE THERAP.
-$40.9K
51,472
+41%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$39.4K
2,311
-3%
增持
FMC
F M C CORP
-$34.5K
6,148
+2%
增持
NKE
NIKE INC. CL B
-$33.3K
3,973
+5%
增持
DFAT
DIMENSIONAL ETF TRUST US TARGE
-$28.9K
7,237
+0%
减持
NFLX
NETFLIX INC.
+$26.0K
761
-1%
增持
IVV
ISHARES TR S&P 500 INDEX
-$23.1K
1,419
+2%
增持
ONDS
ONDAS HLDGS INC COM NEW
-$7.9K
22,500
+80%
减持
COST
COSTCO WHOLESALE
+$6.7K
412
-1%
减持
JEPI
J P MORGAN EXCHANGE TR EQUITY
-$2.6K
5,137
-0%
