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Per Stirling Capital Management, LLC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Per Stirling Capital Management, LLC.
报告期 2026-03-31 · CIK 0001689933
持仓数
310
前50大市值合计
$638.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 33
增持 75
减持 31
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$17.0M
735,597
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$13.3M
359,306
+422%
建仓
FIIG
FIRST TR EXCHANGE-TRADED FD
+$13.1M
611,943
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
IVW
ISHARES TR
-$9.8M
234,684
-33%
增持
IVE
ISHARES TR
+$8.6M
192,104
+19%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$7.4M
269,034
建仓
IGRO
ISHARES TR
+$7.1M
95,847
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$5.8M
258,558
+163%
减持
VOO
VANGUARD INDEX FDS
-$5.2M
13,165
-46%
清仓
HEFA
ISHARES TR
-$5.1M
0
-100%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$4.9M
90,851
-49%
建仓
PVAL
PUTNAM ETF TRUST
+$4.7M
123,446
清仓
SYLD
CAMBRIA ETF TR
-$4.5M
0
-100%
建仓
LVHI
LEGG MASON ETF INVT
+$3.7M
119,019
建仓
XLRE
SELECT SECTOR SPDR TR
+$2.9M
65,692
建仓
JPRE
J P MORGAN EXCHANGE TRADED F
+$2.9M
56,287
增持
IEFA
ISHARES TR
+$2.6M
124,330
+27%
增持
EPI
WISDOMTREE TR
+$2.3M
55,108
+418%
减持
COWZ
PACER FDS TR
-$2.0M
134,507
-25%
增持
VXUS
VANGUARD STAR FDS
+$2.0M
79,004
+52%
增持
IJS
ISHARES TR
+$1.9M
19,785
+782%
清仓
IJT
ISHARES TR
-$1.7M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$1.6M
7,371
-31%
增持
RFDI
FIRST TR EXCH TRADED FD III
+$1.5M
118,038
+17%
建仓
XLI
SELECT SECTOR SPDR TR
+$1.5M
10,959
增持
IJH
ISHARES TR
+$1.5M
323,184
+1%
建仓
XLV
SELECT SECTOR SPDR TR
+$1.5M
9,523
建仓
XLY
SELECT SECTOR SPDR TR
+$1.4M
7,155
建仓
FFLC
FIDELITY COVINGTON TRUST
+$1.4M
31,136
清仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$1.4M
0
-100%
减持
DGRW
WISDOMTREE TR
+$1.3M
379,527
-2%
减持
AIRR
FIRST TR EXCHANGE-TRADED FD
-$1.3M
64,475
-28%
增持
JAAA
JANUS DETROIT STR TR
+$1.3M
89,463
+40%
建仓
XLB
SELECT SECTOR SPDR TR
+$1.3M
13,496
建仓
XLF
SELECT SECTOR SPDR TR
+$1.3M
27,981
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$1.3M
2,729
-83%
增持
FBCG
FIDELITY COVINGTON TRUST
+$1.2M
193,349
+16%
减持
XLK
SELECT SECTOR SPDR TR
-$1.2M
2,761
-65%
增持
ICF
ISHARES TR
+$1.1M
61,810
+21%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.1M
221,977
+4%
建仓
TCHP
T ROWE PRICE ETF INC
+$1.1M
28,003
增持
IUSV
ISHARES TR
+$1.1M
124,593
+1%
减持
QQQ
INVESCO QQQ TR
-$1.0M
15,540
-14%
建仓
CLSE
TRUST FOR PROFESSIONAL MANAG
+$933.6K
41,920
增持
GDX
VANECK ETF TRUST
+$868.0K
34,758
+129%
增持
QGRO
AMERICAN CENTY ETF TR
+$827.9K
126,742
+2%
减持
IJR
ISHARES TR
+$802.8K
95,167
-2%
增持
IGIB
ISHARES TR
+$785.4K
30,528
+83%
增持
SCHD
SCHWAB STRATEGIC TR
+$771.9K
89,643
+2%
增持
QUAL
ISHARES TR
+$749.0K
35,863
+8%
增持
VFMF
VANGUARD WELLINGTON FD
+$732.4K
76,672
+1%
增持
FNX
FIRST TR MID CAP CORE ALPHAD
+$727.7K
60,018
+3%
减持
BWMN
BOWMAN CONSULTING GROUP LTD
-$686.4K
43,839
-20%
增持
FMB
FIRST TR EXCHANGE-TRADED FD
+$676.9K
64,104
+23%
增持
IOO
ISHARES TR
+$671.5K
185,086
+1%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$663.6K
141,899
+0%
增持
AVUV
AMERICAN CENTY ETF TR
+$648.0K
64,808
+4%
建仓
FUTY
FIDELITY COVINGTON TRUST
+$615.1K
11,869
增持
VIGI
VANGUARD WHITEHALL FDS
+$613.0K
80,861
+1%
减持
AAPL
APPLE INC
-$599.2K
38,108
-15%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$591.6K
89,342
+14%
增持
SCHV
SCHWAB STRATEGIC TR
+$572.7K
74,257
+2%
建仓
RWM
PROSHARES TR
+$560.6K
29,647
建仓
—
PROSHARES TR
+$558.5K
51,474
建仓
PSQ
PROSHARES TR
+$553.0K
14,021
建仓
INCO
COLUMBIA ETF TR II
+$496.1K
6,447
增持
IJJ
ISHARES TR
+$481.8K
32,831
+4%
清仓
DXJ
WISDOMTREE TR
-$469.0K
0
-100%
减持
USMV
ISHARES TR
+$464.3K
90,884
-3%
清仓
FCG
FIRST TR EXCHANGE-TRADED FD
-$464.2K
0
-100%
建仓
POCT
INNOVATOR ETFS TRUST
+$439.3K
11,279
建仓
VUSB
VANGUARD BD INDEX FDS
+$431.1K
8,632
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$429.6K
65,488
+6%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$420.9K
5,620
-11%
增持
GLDM
WORLD GOLD TR
+$413.6K
20,914
+42%
减持
ORCL
ORACLE CORP
-$406.6K
1,420
-69%
清仓
CSCO
CISCO SYS INC
-$401.3K
0
-100%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$391.1K
12,737
+145%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$390.1K
94,940
+2%
增持
SCHG
SCHWAB STRATEGIC TR
+$387.5K
115,154
+0%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$385.4K
179,785
+1%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$385.1K
114,708
+1%
增持
SLV
ISHARES SILVER TR
+$369.1K
41,776
+36%
增持
FYX
FIRST TR SML CP CORE ALPHA F
+$366.5K
27,762
+5%
减持
TZA
DIREXION SHS ETF TR
-$362.6K
48,823
-11%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$332.0K
22,611
-0%
增持
VTI
VANGUARD INDEX FDS
+$329.1K
3,124
+50%
增持
BSV
VANGUARD BD INDEX FDS
+$328.9K
47,285
+7%
增持
SCHF
SCHWAB STRATEGIC TR
+$319.2K
47,319
+12%
增持
XLU
SELECT SECTOR SPDR TR
+$306.4K
21,195
+3%
增持
AVGO
BROADCOM INC
-$291.4K
2,175
+424%
增持
VTEB
VANGUARD MUN BD FDS
+$287.7K
114,277
+3%
增持
SPYM
SPDR SER TR
+$284.6K
60,119
+2%
增持
GDXJ
VANECK ETF TRUST
+$282.3K
10,800
+86%
减持
TSLA
TESLA INC
-$279.8K
2,511
-47%
增持
LQD
ISHARES TR
+$265.7K
7,209
+41%
增持
ABBV
ABBVIE INC
+$257.7K
9,906
+0%
建仓
FDRR
FIDELITY COVINGTON TRUST
+$256.1K
4,973
减持
QCOM
QUALCOMM INC
-$251.5K
4,862
-10%
清仓
OEF
ISHARES TR
-$242.8K
0
-100%
增持
SCHO
SCHWAB STRATEGIC TR
+$231.3K
22,751
+24%
清仓
—
NXP SEMICONDUCTORS N V
-$228.4K
0
-100%
增持
BX
BLACKSTONE INC
+$227.6K
6,460
+5%
减持
PEP
PEPSICO INC
-$225.8K
1,473
-49%
减持
—
PROSHARES TR
-$223.5K
28,193
-10%
建仓
SO
SOUTHERN CO
+$222.6K
2,469
建仓
EWS
ISHARES INC
+$221.1K
9,981
建仓
HD
HOME DEPOT INC
+$218.3K
539
建仓
NUSC
NUSHARES ETF TR
+$215.3K
5,025
减持
KMI
KINDER MORGAN INC DEL
+$211.1K
175,568
-5%
建仓
AXP
AMERICAN EXPRESS CO
+$210.3K
775
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$210.2K
126,964
+4%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$210.1K
1,322
建仓
PHO
INVESCO EXCHANGE TRADED FD T
+$210.0K
2,978
建仓
DSEP
FIRST TR EXCHNG TRADED FD VI
+$209.5K
5,230
减持
IVV
ISHARES TR
-$209.3K
97,484
-5%
建仓
DJUL
FIRST TR EXCHNG TRADED FD VI
+$208.7K
5,039
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$206.7K
64,388
+4%
增持
SUB
ISHARES TR
+$206.2K
14,948
+13%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$193.2K
21,049
+13%
增持
MINT
PIMCO ETF TR
+$183.0K
8,304
+28%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$181.5K
2,580
+4%
减持
—
PROSHARES TR
-$170.4K
93,594
-10%
增持
LMT
LOCKHEED MARTIN CORP
+$168.3K
1,061
+10%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$164.5K
27,719
+11%
减持
AMZN
AMAZON COM INC
-$163.3K
21,839
-0%
减持
MMM
3M CO
+$156.9K
8,201
-13%
增持
SCHB
SCHWAB STRATEGIC TR
+$151.9K
7,229
+38%
增持
XSOE
WISDOMTREE TR
+$151.4K
28,024
+11%
增持
ISTB
ISHARES TR
+$150.7K
24,658
+11%
增持
MUB
ISHARES TR
+$150.0K
52,411
+1%
增持
PM
PHILIP MORRIS INTL INC
+$148.6K
4,984
+11%
增持
DJUN
FIRST TR EXCHNG TRADED FD VI
+$147.1K
69,102
+1%
清仓
F
FORD MTR CO DEL
-$146.1K
0
-100%
减持
GOOGL
ALPHABET INC
-$143.2K
6,562
-3%
增持
DOCT
FIRST TR EXCHNG TRADED FD VI
+$142.8K
209,918
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$140.6K
7,957
+7%
增持
DMAY
FIRST TR EXCHNG TRADED FD VI
+$140.1K
73,016
+1%
减持
XLE
SELECT SECTOR SPDR TR
-$138.3K
14,647
-6%
减持
WMT
WALMART INC
+$138.0K
11,345
-1%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$137.1K
27,367
+1%
增持
AGG
ISHARES TR
+$135.6K
10,236
+10%
增持
NANR
SPDR INDEX SHS FDS
+$125.7K
9,500
+25%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$124.6K
8,595
+3%
增持
VOTE
TCW ETF TRUST
+$123.8K
8,147
+23%
增持
OKE
ONEOK INC NEW
+$122.8K
12,486
+0%
减持
UEC
URANIUM ENERGY CORP
-$119.2K
20,053
-51%
增持
HDV
ISHARES TR
+$117.7K
11,973
+1%
增持
GOOG
ALPHABET INC
+$116.9K
4,298
+31%
清仓
DNN
DENISON MINES CORP
-$113.4K
0
-100%
