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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 123 项
建仓 7
增持 58
减持 53
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$48.9M
403,623
-0%
增持
IWF
iSHARES RUSSELL 1000 GROWTH
+$27.1M
424,156
+0%
增持
FISV
FISERV INC
-$19.2M
425,270
+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。
减持
JPM
J.P. MORGAN CHASE
+$17.9M
436,748
-1%
减持
GOOG
ALPHABET C
+$12.8M
640,473
-1%
增持
BA
BOEING CO.
+$12.2M
308,715
+0%
增持
AMZN
AMAZON.COM
+$10.7M
322,003
+2%
减持
CVX
CHEVRON CORP
-$9.7M
398,640
-0%
减持
BRK/B
BERKSHIRE HATH B
-$9.3M
194,871
-0%
减持
FDX
FEDEX CORP
-$8.0M
233,576
-7%
减持
DIS
WALT DISNEY CO.
+$7.0M
298,224
-2%
增持
APD
AIR PRODS & CHEMS
+$6.8M
42,744
+140%
减持
CTVA
CORTEVA INC.
+$6.2M
543,148
-0%
增持
LQDT
LIQUIDITY SERVICES
-$6.0M
994,168
+5%
增持
C
CITIGROUP
+$5.7M
351,964
+3%
减持
JNJ
JOHNSON&JOHNSON
-$5.6M
282,202
-4%
增持
QCOM
QUALCOMM INC.
+$5.2M
736,713
+1%
减持
MRCY
MERCURY SYSTEMS
+$4.9M
470,130
-1%
减持
PFE
PFIZER INC
-$4.4M
2,096,705
-4%
减持
NVDA
NVIDIA CORP
+$4.3M
180,879
-19%
减持
CSCO
CISCO SYSTEMS
+$4.1M
615,609
-2%
减持
AAPL
APPLE INC
-$3.4M
155,857
-2%
增持
EFG
iSHARES EAFE GROWTH ETF
+$3.2M
157,457
+9%
增持
VWO
VANGUARD EMERG. MARKETS ETF
+$2.7M
608,220
+1%
增持
SJM
SMUCKER J M CO
-$2.6M
638,687
+16%
建仓
FBTC
FIDELITY BITCOIN
+$2.6M
27,340
增持
VOO
VANGUARD S&P 500 ETF
+$2.5M
16,144
+24%
减持
—
SPDR GOLD SHARES
+$2.4M
182,782
-1%
增持
IFF
INTL FLAV/FRAG.
+$1.9M
656,578
+10%
减持
PM
PHILIP MORRIS INTl.
+$1.9M
102,279
-3%
增持
VEA
VANGUARD DEVEL. MARKETS ETF
+$1.5M
197,101
+3%
减持
—
GENERAL MOTORS
-$1.5M
1,226,127
-7%
增持
—
DU PONT
-$1.4M
688,989
+6%
增持
FMDE
FIDELITY ENHANCED MID CAP
+$1.2M
153,875
+19%
减持
—
COMMSCOPE
+$1.2M
571,200
-15%
增持
IBM
IBM
+$1.2M
23,135
+2%
增持
META
META PLATFORMS INC CL A
+$1.1M
2,917
+61%
减持
IYW
ISHARES U.S. TECH ETF
+$1.1M
33,020
-0%
增持
EFV
iSHARES EAFE VALUE ETF
+$1.0M
133,353
+6%
减持
VO
VANGUARD MID CAP
+$1.0M
48,325
-0%
减持
SPY
SPDR S&P 500 ETF
-$960.8K
2,703
-43%
减持
—
QVC GROUP INC. NT CAL 31 8.000
-$946.2K
48,868
-2%
增持
—
ALPHABET A
+$939.1K
43,094
+0%
清仓
—
BLACKSTONE GROUP
-$870.1K
0
-100%
清仓
APO
APOLLO GLOBAL MGMT INC COM CL
-$862.7K
0
-100%
清仓
CG
CARLYLE GROUP INC
-$813.0K
0
-100%
增持
COIN
COINBASE GLOBAL
+$763.5K
3,800
+15%
增持
NULV
NUVEEN ESG LARGE CAP VALUE
+$749.9K
100,000
+18%
减持
VZ
VERIZON COMM.
-$732.7K
201,808
-3%
增持
KO
COCA COLA CO
+$686.5K
34,110
+41%
减持
WBD
WB DISCOVERY
+$684.6K
948,811
-0%
减持
AEM
AGNICO EAGLE
+$639.7K
63,900
-0%
增持
EEM
iSHARES EMERGING MARKETS
+$613.7K
125,550
+1%
增持
VTV
VANGUARD VALUE
+$604.2K
117,935
+1%
增持
—
FUNDAMENTAL INVS CL F2 SHS
+$601.7K
14,587
+67%
减持
INTC
INTEL CORP
-$563.9K
416,731
-4%
增持
—
TETRA TECH INC
+$547.9K
78,011
+1%
增持
TSLA
TESLA MOTORS
+$547.3K
4,925
+25%
增持
SUSB
iSHARES ESG 1-5 YR CORPORATE
+$512.4K
70,000
+40%
增持
—
VANGUARD INTERM. TREASURY
+$488.5K
266,712
+2%
增持
VCSH
VANGUARD S/T CORP BOND ETF
+$481.4K
157,203
+3%
减持
—
VANECK VECTORS GOLD MINERS
-$424.2K
664,551
-13%
建仓
—
FLEX LTD ORD
+$361.6K
7,243
减持
MDY
SPDR S&P 400 MIDCAP
+$357.2K
12,844
-1%
增持
EFA
iSHARES DEVELOPED MARKETS
+$351.1K
40,500
+1%
建仓
AVGO
BROADCOM LTD SHS
+$311.5K
1,130
建仓
—
AECOM TECH
+$299.8K
2,656
建仓
GEV
GE VERNOVA INC COM
+$287.3K
543
建仓
FREL
FIDELITY COVINGTON TRU MSCI RL
+$253.9K
9,389
清仓
SLB
SCHLUMBERGER
-$246.5K
0
-100%
增持
SPG
SIMON PROPERTY GROUP INC
+$242.0K
50,980
+6%
减持
VB
VANGUARD SMALL-CAP ETF
+$235.9K
51,435
-5%
增持
VEU
VANGUARD TOTAL INTL. ETF
+$234.3K
32,012
+1%
增持
DOW
DOW CHEMICAL
-$233.1K
189,547
+26%
建仓
—
NASDAQ 100 SHARES
+$228.4K
414
减持
VUG
VANGUARD GROWTH
+$222.4K
4,279
-4%
增持
MUNI
PIMCO INTERM. MUNI ETF
+$204.3K
10,000
+67%
增持
HON
HUBSPOT INC
+$202.0K
1,824
+103%
减持
TJX
TJX COS INC
+$201.8K
155,830
-0%
清仓
—
QVC GROUP INC.
-$201.1K
0
-100%
减持
VV
VANGUARD LARGE CAP ETF
+$171.1K
6,506
-1%
减持
FHI
FEDERATED HERMES
-$161.1K
12,054
-29%
增持
SPSB
SPDR SHORT-TERM CORPORATE BOND
+$155.3K
153,750
+3%
增持
DFLV
DFA LRG VALUE ETF
+$155.2K
26,880
+21%
增持
FMNB
FARMERS NATIONAL BANC COM
+$147.7K
175,251
+1%
减持
VIG
VANGUARD DIV. APPRECIATION ETF
-$140.9K
24,094
-8%
增持
PEP
PEPSICO INC
-$136.5K
8,876
+2%
减持
—
GENERAL ELECTRIC
+$136.2K
2,386
-0%
减持
SCHB
SCHWAB U.S. BROAD MARKET
+$129.8K
60,713
-1%
减持
SCHM
SCHWAB U.S. MID CAP
+$123.4K
67,378
-0%
减持
VMBS
VANGUARD MBS ETF
-$116.6K
320,975
-1%
减持
—
EXXON MOBIL
-$112.8K
9,112
-1%
减持
XBI
SPDR S&P BIOTECH
-$111.5K
14,385
-11%
增持
IVV
ISHARES TR S&P 500 INDEX
+$108.7K
1,459
+3%
减持
ATRA
ATARA BIOTHERAPEUTICS COM NEW
+$103.8K
75,000
-6%
增持
IJR
ISHARES S&P SMALL-CAP ETF
+$100.4K
18,991
+1%
减持
AR
ANTERO RES CORP
-$89.8K
55,500
-3%
增持
BND
VANGUARD TOTAL BOND MARKET
+$88.9K
132,895
+1%
增持
VWNEX
VANGUARD WINDSOR-ADM
+$86.8K
33,477
+1%
减持
UBSI
UNITED BANKSHARES
+$82.2K
56,541
-1%
增持
PNC
PNC FINANCIAL
+$69.4K
5,281
+1%
减持
—
SPDR SHORT TERM MUNICIPAL
-$65.7K
25,000
-6%
增持
SWKS
SKYWORKS SOLUTIONS INC.
+$63.1K
4,645
+6%
减持
HD
HOME DEPOT INC.
-$48.9K
3,690
-4%
增持
CORT
CORCEPT THERAPEUTICS I COM
-$45.4K
2,764
+27%
增持
CMNIX
CALAMOS INVT TR NEW MKT NEUTRA
+$44.9K
26,167
+11%
增持
FFIV
F5 NETWORKS INC
+$44.3K
991
+7%
增持
CRM
SALESFORCE.COM
+$41.7K
3,443
+3%
减持
HSIC
HENRY SCHEIN
-$41.0K
3,690
-19%
增持
AMGN
AMGEN INC
-$37.6K
1,405
+2%
减持
KKR
KKR & CO
-$36.9K
45,000
-14%
减持
IAU
ISHARES GOLD TRUST
+$28.4K
9,578
-1%
减持
NKE
NIKE INC. CL B
-$28.2K
3,153
-21%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$26.0K
5,565
+2%
增持
DFAT
DIMENSIONAL ETF TRUST US TARGE
+$19.7K
7,271
+0%
减持
MINT
PIMCO ENHANCED SHORT MATURITY
-$19.1K
17,285
-1%
增持
DLN
WISDOMTREE LARGECAP DIV
+$17.8K
6,294
+0%
减持
VCIT
VANGUARD INTER-TERM CORP BOND
+$14.9K
19,920
-0%
减持
DFSTX
DFA SMALL CAP ETF
-$13.0K
20,855
-7%
减持
VTIP
VANGUARD S-T TIPS
-$7.4K
37,425
-1%
增持
LIGRX
NATIXIS LOOMIS SAYLES INV GRAD
+$4.3K
28,832
+1%
增持
JEPI
J P MORGAN EXCHANGE TR EQUITY
+$3.1K
5,218
+2%
增持
FMC
F M C CORP
+$2.9K
6,282
+2%
