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Sterling Investment Advisors, Ltd. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Sterling Investment Advisors, Ltd.

报告期 2026-03-31 · CIK 0001701132

持仓数

212

前50大市值合计

$405.3M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL Apple, Inc.

COM

$33.6M

132,495

8.3%

JFLX JPMorgan Flexible Debt ETF

ETF

$21.5M

433,541

5.3%

DVY iShares Select Dividend ETF

ETF

$20.8M

266,000

5.1%

GOOGL Alphabet, Inc. A

COM

$15.1M

52,480

3.7%

AMZN Amazon.com, Inc.

COM

$15.0M

72,218

3.7%

NVDA Nvidia Corp.

COM

$14.1M

80,639

3.5%

KMI Kinder Morgan, Inc.

COM

$14.0M

418,709

3.5%

GDX VanEck Gold Miners ETF

ETF

$12.5M

136,338

3.1%

GMED Globus Medical, Inc.

COM

$12.4M

144,023

3.1%

GLD SPDR Gold MiniShares ETF

ETF

$10.8M

114,915

2.7%

MSFT Microsoft Corp.

COM

$10.7M

28,891

2.6%

SPSM iShares Core S&P Small-Cap ETF

ETF

$10.0M

80,410

2.5%

CRWD CrowdStrike Holdings, Inc.

COM

$9.6M

24,483

2.4%

COST Costco Wholesale Corp.

COM

$9.3M

9,383

2.3%

GS Goldman Sachs Group, Inc.

COM

$9.1M

10,787

2.3%

LMT Lockheed Martin Corp.

COM

$8.2M

13,566

2.0%

JEPI JPMorgan Equity Premium Income ETF

ETF

$8.0M

141,976

2.0%

UTG Reaves Utility Income Fund

CEF

$7.6M

192,424

1.9%

— Alerian MLP ETF

ETF

$7.3M

138,120

1.8%

JPM J.P. Morgan Chase & Co.

COM

$6.8M

23,247

1.7%

HD The Home Depot, Inc.

COM

$6.6M

20,103

1.6%

JNJ Johnson & Johnson

COM

$6.5M

26,524

1.6%

— Exxon Mobil Corp.

COM

$6.5M

38,082

1.6%

CVX Chevron Corp.

COM

$6.4M

30,875

1.6%

V Visa, Inc.

COM

$6.4M

21,110

1.6%

BIZD VanEck BDC Income ETF

ETF

$6.3M

491,575

1.6%

WMT Walmart, Inc.

COM

$6.1M

49,353

1.5%

KKR KKR & Co.

COM

$5.8M

62,492

1.4%

VRT Vertiv Holdings Co.

COM

$5.7M

22,855

1.4%

HOLA JPMorgan International Hedged Equity ETF

ETF

$5.5M

104,538

1.4%

META Meta Platforms, Inc.

COM

$5.5M

9,568

1.4%

MUB iShares S&P National Muni Bond ETF

ETF

$5.4M

50,589

1.3%

GOOG Alphabet, Inc. C

COM

$5.1M

17,767

1.3%

CWB SPDR Bloomberg Convertible Securities ETF

ETF

$5.0M

54,361

1.2%

REMX VanEck Rare Earth & Strategic Metals ETF

ETF

$4.6M

52,655

1.1%

PLTR Palantir Technologies, Inc.

COM

$4.6M

31,152

1.1%

AMGN Amgen, Inc.

COM

$4.5M

12,909

1.1%

BRK/B Berkshire Hathaway, Inc. B

COM

$4.5M

9,366

1.1%

HRTS Tema Heart & Health ETF

ETF

$4.4M

131,160

1.1%

MOAT VanEck Morningstar Wide Moat ETF

ETF

$4.3M

44,639

1.1%

TFC Truist Financial Corp.

COM

$4.2M

90,356

1.0%

BOTZ Global X Robotics & A.I. ETF

ETF

$4.1M

124,465

1.0%

DE Deere & Co.

COM

$4.1M

7,279

1.0%

TSLA Tesla, Inc.

COM

$4.1M

11,003

1.0%

HON Honeywell International, Inc.

COM

$3.9M

17,306

1.0%

— Invesco S&P 500 Equal Weight ETF

ETF

$3.9M

20,289

1.0%

NLR VanEck Uranium & Nuclear ETF

ETF

$3.9M

29,065

1.0%

VPU Vanguard Utilities ETF

ETF

$3.7M

18,832

0.9%

BX Blackstone Group, Inc.

COM

$3.6M

31,361

0.9%

CAH Cardinal Health, Inc.

COM

$3.5M

16,715

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

30%前 6 大占比

AAPL8.3%JFLX5.3%DVY5.1%GOOGL3.7%AMZN3.7%NVDA3.5%