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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 27
增持 49
减持 46
清仓 28
方向
标的
Δ市值
现股数(环比)
清仓
CGCP
CAPITAL GRP FIXED INCM ETF T
-$17.0M
0
-100%
增持
IVW
ISHARES TR
+$11.2M
331,991
+41%
减持
IVE
ISHARES TR
-$9.8M
147,205
-23%
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
VOO
VANGUARD INDEX FDS
+$5.6M
23,355
+77%
增持
JAAA
JANUS DETROIT STR TR
+$3.2M
153,674
+72%
清仓
XLRE
SELECT SECTOR SPDR TR
-$2.9M
0
-100%
减持
IEFA
ISHARES TR
-$2.6M
101,274
-19%
减持
MUB
ISHARES TR
-$2.3M
31,741
-39%
减持
EPI
WISDOMTREE TR
-$2.3M
10,398
-81%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.1M
22,714
-65%
增持
XLC
SELECT SECTOR SPDR TR
+$2.1M
28,463
+282%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$1.9M
0
-100%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$1.8M
148,553
-17%
增持
SPY
SPDR S&P 500 ETF TR
+$1.8M
10,320
+40%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.8M
47,966
+277%
减持
VTEB
VANGUARD MUN BD FDS
-$1.6M
83,888
-27%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$1.5M
169,966
+85%
增持
IGIB
ISHARES TR
+$1.5M
61,669
+102%
清仓
XLV
SELECT SECTOR SPDR TR
-$1.5M
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
-$1.5M
3,281
-85%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$1.4M
57,098
-40%
建仓
IXP
ISHARES TR
+$1.3M
13,743
清仓
XLB
SELECT SECTOR SPDR TR
-$1.3M
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$1.3M
8,106
+194%
清仓
XLP
SELECT SECTOR SPDR TR
-$1.2M
0
-100%
减持
VIGI
VANGUARD WHITEHALL FDS
-$1.2M
74,104
-8%
增持
LVHI
LEGG MASON ETF INVT
+$1.1M
158,052
+33%
增持
COWG
PACER FDS TR
+$1.1M
49,129
+190%
清仓
IXN
ISHARES TR
-$1.0M
0
-100%
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$987.4K
41,821
减持
IVV
ISHARES TR
+$987.0K
97,196
-0%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$950.8K
45,799
+63%
增持
FBCG
FIDELITY COVINGTON TRUST
+$931.6K
198,901
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$925.4K
225,788
+2%
减持
KMI
KINDER MORGAN INC DEL
+$925.1K
175,307
-0%
减持
USMV
ISHARES TR
-$924.7K
83,049
-9%
增持
CLSE
TRUST FOR PROFESSIONAL MANAG
+$891.4K
79,656
+90%
增持
FFLC
FIDELITY COVINGTON TRUST
+$850.5K
49,514
+59%
建仓
DYNF
BLACKROCK ETF TRUST
+$836.9K
16,329
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$800.7K
72,886
+13%
增持
SCHD
SCHWAB STRATEGIC TR
-$746.2K
250,047
+179%
减持
XLI
SELECT SECTOR SPDR TR
-$719.2K
5,807
-47%
减持
AMZN
AMAZON COM INC
+$714.4K
21,805
-0%
减持
SCHO
SCHWAB STRATEGIC TR
-$703.1K
17,092
-25%
减持
VYMI
VANGUARD WHITEHALL FDS
-$702.3K
3,208
-74%
清仓
—
PROSHARES TR
-$691.7K
0
-100%
减持
QGRO
AMERICAN CENTY ETF TR
+$689.0K
122,669
-3%
清仓
—
PROSHARES TR
-$683.1K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$664.4K
2,788
-65%
清仓
TZA
DIREXION SHS ETF TR
-$659.1K
0
-100%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$653.3K
259,578
+0%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$644.5K
6,784
建仓
XSMO
INVESCO EXCHANGE TRADED FD T
+$642.3K
9,716
建仓
SH
PROSHARES TR
+$636.7K
15,024
减持
CVX
CHEVRON CORP NEW
-$630.0K
7,188
-37%
清仓
FUTY
FIDELITY COVINGTON TRUST
-$615.1K
0
-100%
减持
—
EXXON MOBIL CORP
-$614.5K
58,718
-1%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$604.0K
18,988
+122%
清仓
VHT
VANGUARD WORLD FD
-$583.5K
0
-100%
减持
GDX
VANECK ETF TRUST
-$579.5K
23,727
-32%
增持
TCAF
T ROWE PRICE ETF INC
+$563.1K
26,254
+181%
清仓
—
PROSHARES TR
-$558.5K
0
-100%
增持
IOO
ISHARES TR
+$558.1K
187,667
+1%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$554.0K
12,465
-46%
减持
GRID
FIRST TR EXCHANGE TRADED FD
-$540.2K
4,638
-46%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$533.5K
151,078
+19%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$532.1K
76,300
+19%
减持
VXUS
VANGUARD STAR FDS
-$530.2K
77,797
-2%
建仓
—
ETF OPPORTUNITIES TRUST
+$509.2K
17,160
减持
MMM
3M CO
-$501.1K
4,803
-41%
清仓
INCO
COLUMBIA ETF TR II
-$496.1K
0
-100%
增持
IGRO
ISHARES TR
+$485.7K
112,344
+17%
增持
DGRW
WISDOMTREE TR
-$485.0K
384,227
+1%
减持
ICF
ISHARES TR
-$462.1K
59,937
-3%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$462.1K
6,110
减持
SCHZ
SCHWAB STRATEGIC TR
-$452.8K
12,591
-19%
清仓
SHM
SPDR SER TR
-$428.6K
0
-100%
增持
IJH
ISHARES TR
+$416.8K
329,925
+2%
减持
IJR
ISHARES TR
-$412.6K
93,023
-2%
建仓
TLN
TALEN ENERGY CORP
+$405.8K
2,014
增持
SCHG
SCHWAB STRATEGIC TR
+$405.6K
445,008
+286%
建仓
VTES
VANGUARD WELLINGTON FD
+$399.5K
3,985
建仓
ARKW
ARK ETF TR
+$396.4K
3,671
清仓
AMGN
AMGEN INC
-$380.2K
0
-100%
建仓
SYLD
CAMBRIA ETF TR
+$363.6K
5,310
增持
VFMF
VANGUARD WELLINGTON FD
+$363.2K
79,345
+3%
增持
TSLA
TESLA INC
+$361.7K
2,522
+0%
清仓
CAT
CATERPILLAR INC
-$340.7K
0
-100%
建仓
OKLO
OKLO INC
+$331.1K
15,595
减持
IQDG
WISDOMTREE TR
-$326.8K
27,799
-15%
清仓
URA
GLOBAL X FDS
-$323.2K
0
-100%
减持
V
VISA INC
-$314.9K
781
-62%
减持
ESGD
ISHARES TR
-$312.2K
7,104
-30%
建仓
AR
ANTERO RESOURCES CORP
+$303.8K
8,667
减持
QQQ
INVESCO QQQ TR
+$298.1K
15,419
-1%
增持
RFDI
FIRST TR EXCH TRADED FD III
-$297.4K
124,510
+5%
增持
SUB
ISHARES TR
+$285.2K
17,752
+19%
清仓
—
PROSHARES TR II
-$281.9K
0
-100%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$280.4K
94,053
+4%
清仓
XMHQ
INVESCO EXCHANGE TRADED FD T
-$279.9K
0
-100%
减持
AAPL
APPLE INC
+$273.0K
36,547
-4%
清仓
NVO
NOVO-NORDISK A S
-$271.4K
0
-100%
增持
BA
BOEING CO
+$268.1K
3,609
+48%
清仓
META
META PLATFORMS INC
-$262.0K
0
-100%
减持
ABBV
ABBVIE INC
-$256.4K
9,566
-3%
建仓
PULS
PGIM ETF TR
+$249.8K
5,042
减持
REGN
REGENERON PHARMACEUTICALS
-$246.7K
720
-0%
建仓
FLMI
FRANKLIN TEMPLETON ETF TR
+$243.0K
9,945
建仓
HYMB
SPDR SER TR
+$242.4K
9,475
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$240.8K
3,120
-43%
建仓
FLIN
FRANKLIN TEMPLETON ETF TR
+$239.8K
6,326
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$238.3K
25,916
+23%
建仓
VXF
VANGUARD INDEX FDS
+$237.3K
1,249
减持
SCHY
SCHWAB STRATEGIC TR
-$237.3K
22,146
-23%
建仓
DNOV
FIRST TR EXCHNG TRADED FD VI
+$225.7K
5,264
清仓
PSX
PHILLIPS 66
-$223.6K
0
-100%
清仓
LEU
CENTRUS ENERGY CORP
-$222.6K
0
-100%
增持
COWZ
PACER FDS TR
+$222.5K
141,662
+5%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$219.7K
383,401
+7%
清仓
HD
HOME DEPOT INC
-$218.3K
0
-100%
建仓
ENFR
ALPS ETF TR
+$217.2K
6,974
清仓
VZ
VERIZON COMMUNICATIONS INC
-$215.5K
0
-100%
增持
WMT
WALMART INC
+$210.7K
12,472
+10%
减持
GCOW
PACER FDS TR
-$210.1K
15,664
-23%
清仓
PHO
INVESCO EXCHANGE TRADED FD T
-$210.0K
0
-100%
建仓
VGT
VANGUARD WORLD FD
+$209.6K
337
建仓
UTG
REAVES UTIL INCOME FD
+$208.9K
6,592
建仓
MS
MORGAN STANLEY
+$207.5K
1,651
增持
XLY
SELECT SECTOR SPDR TR
+$207.1K
7,313
+2%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$205.1K
1,660
清仓
FESM
FIDELITY COVINGTON TRUST
-$204.3K
0
-100%
建仓
ROK
ROCKWELL AUTOMATION INC
+$202.6K
709
建仓
DDEC
FIRST TR EXCHNG TRADED FD VI
+$202.0K
5,031
减持
LMT
LOCKHEED MARTIN CORP
-$200.3K
864
-19%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$192.8K
7,802
+19%
增持
FNX
FIRST TR MID CAP CORE ALPHAD
+$192.0K
62,420
+4%
减持
MSFT
MICROSOFT CORP
-$191.0K
6,669
-4%
减持
DIS
DISNEY WALT CO
-$189.4K
2,589
-48%
增持
ORCL
ORACLE CORP
+$188.7K
2,584
+82%
减持
AVUV
AMERICAN CENTY ETF TR
-$167.8K
62,680
-3%
减持
DOCT
FIRST TR EXCHNG TRADED FD VI
-$161.0K
204,015
-3%
增持
DMAY
FIRST TR EXCHNG TRADED FD VI
+$159.7K
75,558
+3%
增持
XLF
SELECT SECTOR SPDR TR
+$156.8K
29,482
+5%
增持
GOOGL
ALPHABET INC
+$154.0K
6,563
+0%
增持
EFIV
SPDR SER TR
+$152.8K
6,928
+62%
增持
BIV
VANGUARD BD INDEX FDS
+$148.6K
22,154
+15%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$147.4K
5,560
-1%
增持
NUSC
NUSHARES ETF TR
+$145.7K
8,619
+72%
增持
VO
VANGUARD INDEX FDS
+$144.1K
2,744
+25%
减持
EFV
ISHARES TR
-$143.1K
7,598
-19%
