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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
$405.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 17
增持 56
减持 67
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
JMIA
Jumia Technologies AG
-$2.0M
50
-100%
增持
LMT
Lockheed Martin Corp.
+$1.9M
6,520
+570%
增持
DOCN
DigitalOcean Holdings, Inc.
+$1.9M
42,150
+67%
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
CMRC
BigCommerce Holdings, Inc.
+$1.4M
30,120
+1693%
减持
ANVS
Annovis Bio, Inc.
-$1.3M
14,474
-30%
增持
TFC
Truist Financial Corp.
+$1.2M
32,840
+156%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$1.2M
76,710
-24%
减持
ANSS
ANSYS, Inc.
-$908.0K
2,119
-55%
清仓
—
Skillz, Inc.
-$872.0K
0
-100%
清仓
LVS
Las Vegas Sands Corp.
-$828.0K
0
-100%
建仓
GBTC
Grayscale Bitcoin Trust
+$635.0K
18,752
减持
COST
Costco Wholesale Corp.
+$631.0K
12,229
-1%
增持
—
fuboTV, Inc.
-$592.0K
73,125
+0%
减持
GOOGL
Alphabet, Inc. Class A
+$591.0K
3,218
-2%
减持
AAPL
Apple, Inc.
+$553.0K
160,378
-1%
增持
U
Unity Software, Inc.
+$552.0K
14,525
+24%
增持
UPS
United Parcel Service, Inc.
-$544.0K
21,589
+0%
减持
AMZN
Amazon.com, Inc.
-$533.0K
2,864
-1%
减持
AMGN
Amgen, Inc.
-$415.0K
12,686
-1%
增持
IYY
iShares Dow Jones Select Divid. Index ETF
+$412.0K
54,087
+9%
减持
GIS
General Mills, Inc.
-$389.0K
28,610
-17%
减持
CURI
CuriosityStream, Inc.
-$388.0K
72,150
-14%
增持
GDX
VanEck Vectors Gold Miners ETF
-$373.0K
188,910
+8%
增持
ROKU
Roku, Inc.
-$355.0K
7,880
+28%
增持
GLD
SPDR Gold Shares ETF
+$353.0K
47,402
+6%
减持
CRWD
CrowdStrike Holdings, Inc.
-$325.0K
28,055
-2%
减持
AKAM
Akamai Technologies, Inc.
-$325.0K
18,300
-5%
减持
FSLY
Fastly, Inc.
-$322.0K
8,280
-25%
增持
ARKG
Ark Genomic Revolution ETF
-$303.0K
18,025
+1%
增持
TSLA
Tesla Motors, Inc.
+$292.0K
2,694
+2%
减持
—
Unilever plc
-$291.0K
18,249
-17%
减持
ITOT
iShares Core S&P Small-Cap ETF
-$290.0K
70,238
-0%
清仓
WYNN
Wynn Resorts, LTD
-$281.0K
0
-100%
建仓
—
Matterport, Inc.
+$279.0K
14,750
清仓
—
Gores Holdings VI, Inc.
-$272.0K
0
-100%
增持
ALGN
Align Technology, Inc.
+$266.0K
4,319
+1%
减持
SHOP
Shopify, Inc.
-$255.0K
2,014
-1%
减持
—
The Blackstone Group, Inc.
+$250.0K
23,882
-8%
减持
SQ
Square, Inc.
-$230.0K
25,708
-2%
减持
NKE
Nike, Inc.
-$228.0K
19,240
-2%
增持
ABNB
Airbnb, Inc.
+$215.0K
7,307
+11%
减持
MDLZ
Mondelez International, Inc.
-$209.0K
22,699
-7%
减持
—
BlackRock, Inc.
-$208.0K
4,188
-2%
增持
REGN
Regeneron Pharmaceuticals, Inc.
+$202.0K
4,209
+0%
减持
JPM
JPMorgan Chase & Co.
+$202.0K
26,636
-0%
减持
ILMN
Illumina, Inc.
-$201.0K
2,280
-4%
减持
PFE
Pfizer, Inc.
+$197.0K
53,190
-0%
增持
—
Merck & Co., Inc.
+$179.0K
29,389
+13%
增持
JNJ
Johnson & Johnson
-$171.0K
55,285
+0%
增持
VZ
Verizon Communications, Inc.
-$158.0K
93,541
+1%
增持
OUNZ
VanEck Merk Gold Trust ETF
+$156.0K
163,365
+7%
增持
FNF
Fidelity National Financial, Inc.
+$151.0K
70,968
+1%
减持
HON
Honeywell International, Inc.
-$142.0K
12,508
-2%
增持
CVS
CVS Health Corp.
+$131.0K
41,363
+2%
减持
ABBV
AbbVie, Inc.
-$129.0K
16,957
-2%
减持
CWB
SPDR Barclays Convertible Securities ETF
-$123.0K
67,677
-1%
增持
BA
The Boeing Co.
+$122.0K
1,706
+62%
增持
BABA
Alibaba Group Holdings Ltd.
-$121.0K
1,904
+7%
减持
APPS
Digital Turbine, Inc.
-$118.0K
500
-75%
清仓
EHTH
eHealth, Inc.
-$117.0K
0
-100%
减持
IJH
iShares S&P Mid Cap 400 Index ETF
-$116.0K
8,582
-1%
减持
PSA
Public Storage
-$101.0K
3,928
-7%
增持
HD
The Home Depot, Inc.
+$100.0K
7,417
+1%
减持
SBUX
Starbucks Corp.
-$99.0K
20,312
-3%
减持
WTRG
Essential Utilities, Inc.
-$96.0K
33,728
-7%
增持
ARCC
Ares Capital Corp.
+$96.0K
47,707
+7%
增持
—
Visa, Inc.
-$95.0K
23,800
+3%
减持
AMT
American Tower Corp.
-$92.0K
13,864
-1%
增持
PPL
PPL Corp.
+$91.0K
120,588
+3%
减持
CVX
Chevron Corp.
-$90.0K
11,281
-4%
建仓
—
Endo International plc
+$89.0K
27,515
增持
PYPL
PayPal Holdings, Inc.
+$89.0K
856
+87%
增持
VTI
Vanguard Total Stock ETF
+$89.0K
567
+244%
建仓
BIL
SPDR Bloomberg Barc. 1-3 Month T-Bill ETF
+$81.0K
885
减持
—
DraftKings, Inc.
-$78.0K
6,450
-13%
减持
GOOG
Alphabet, Inc. Class C
+$75.0K
927
-3%
增持
CMCSA
Comcast Corp. Class A
+$73.0K
43,948
+5%
增持
—
ALPS Alerian MLP ETF
-$70.0K
26,080
+1%
减持
BAX
Baxter International, Inc.
-$70.0K
7,395
-11%
减持
—
Eaton Corp.
-$65.0K
8,521
-6%
建仓
KEY
KeyCorp
+$65.0K
3,000
增持
KMI
Kinder Morgan, Inc.
-$62.0K
178,553
+7%
增持
NVDA
NVIDIA Corp.
+$58.0K
2,507
+334%
减持
ORCL
Oracle Corp.
+$58.0K
10,404
-5%
建仓
BHC
Bausch Health Companies, Inc.
+$56.0K
2,000
增持
RTX
Raytheon Technologies Corp.
+$53.0K
3,061
+24%
增持
CAT
Caterpillar Inc.
-$53.0K
2,084
+0%
清仓
—
Proofpoint, Inc.
-$52.0K
0
-100%
增持
CRM
salesforce.com, inc.
+$52.0K
795
+19%
建仓
—
VanEck Vectors Oil Services ETF
+$51.0K
260
增持
META
Facebook, Inc.
+$50.0K
1,634
+13%
减持
DEO
Diageo plc
-$50.0K
5,657
-5%
建仓
ICF
iShares Cohen & Steers Realty Index ETF
+$49.0K
750
减持
LOW
Lowe's Companies Inc.
+$46.0K
14,376
-3%
增持
PD
PagerDuty, Inc.
-$46.0K
73,175
+1%
减持
ZBH
Zimmer Biomet Holdings, Inc.
-$46.0K
400
-38%
减持
EFAV
iShares MSCI EAFE Minimum Volatility ETF
-$45.0K
525
-53%
建仓
—
Nano-X Imaging, Ltd.
+$45.0K
2,000
减持
IGSB
iShares Short-Term Corporate Bond ETF
-$44.0K
867
-48%
减持
—
Nuveen Intermed. Duration Muni. Term Fund
-$44.0K
55,500
-3%
减持
VTRS
Viatris, Inc.
-$44.0K
237
-93%
减持
WELL
Welltower, Inc.
-$43.0K
2,175
-19%
减持
—
iShares Int'l Developed Property ETF
-$42.0K
2,887
-26%
增持
PFF
iShares S&P US Preferred Stock Index ETF
-$41.0K
131,772
+1%
减持
JMST
JPMorgan Ultra-Short Municipal Income ETF
-$41.0K
13,300
-6%
减持
BDX
Becton, Dickinson and Co.
-$40.0K
4,560
-5%
减持
—
KKR & Co.
-$40.0K
79,992
-3%
清仓
—
Slack Technologies, Inc.
-$40.0K
0
-100%
减持
LFMD
LifeMD, Inc.
-$40.0K
5,000
-17%
建仓
GXO
GXO Logistics, Inc.
+$39.0K
500
减持
BND
Vanguard Total Bond Market ETF
-$39.0K
10,325
-4%
增持
PEP
PepsiCo, Inc.
+$38.0K
13,901
+0%
减持
—
Delta Air Lines, Inc.
-$36.0K
779
-51%
增持
WOOD
iShares Global Timber & Forestry ETF
+$36.0K
445
+1680%
建仓
—
Betterware de Mexico, S.A.B. de C.V.
+$36.0K
1,000
减持
—
SPDR S&P 500 ETF
-$36.0K
3,787
-2%
减持
GS
Goldman Sachs Group
-$35.0K
9,318
-1%
减持
PPG
PPG Industries, Inc.
-$34.0K
1,200
-1%
建仓
—
UroGen Pharma, Ltd.
+$34.0K
2,000
减持
MRNA
Moderna, Inc.
+$33.0K
230
-4%
清仓
PDM
Piedmont Office Realty Trust, Inc.
-$32.0K
0
-100%
建仓
VOO
Vanguard 500 ETF
+$32.0K
80
增持
DIS
Walt Disney Co.
-$32.0K
7,421
+1%
清仓
IWR
iShares Russell MidCap Index ETF
-$32.0K
0
-100%
减持
IWM
iShares Russell 2000 Index ETF
-$30.0K
496
-19%
增持
LLY
Eli Lilly & Co.
+$30.0K
1,799
+7%
减持
MU
Micron Technology, Inc.
-$30.0K
50
-88%
建仓
SHW
The Sherwin-Williams Co.
+$30.0K
106
增持
GSBD
Goldman Sachs BDC, Inc.
-$29.0K
23,690
+0%
增持
—
Exxon Mobil Corp.
-$29.0K
7,248
+0%
减持
SPMD
SPDR Portfolio Mid Cap ETF
-$29.0K
19,000
-1%
建仓
—
FS KKR Capital Corp.
+$28.0K
1,250
增持
INTC
Intel Corp.
-$28.0K
29,920
+4%
增持
—
Accenture Ltd.
+$27.0K
445
+14%
增持
ARKK
Ark Innovation ETF
+$27.0K
4,920
+25%
增持
—
Bank of America Corp.
+$27.0K
7,309
+6%
增持
EMR
Emerson Electric Co.
-$27.0K
13,499
+0%
减持
PAYX
Paychex, Inc.
-$26.0K
19,764
-6%
减持
CARR
Carrier Global Corp.
-$26.0K
1,000
-38%
减持
OTIS
Otis Worldwide Corp.
-$25.0K
100
-75%
增持
BMY
Bristol-Myers Squibb Co.
-$25.0K
3,394
+1%
减持
QCOM
QUALCOMM, Inc.
-$25.0K
1,080
-6%
增持
CSCO
Cisco Systems, Inc.
+$24.0K
16,497
+0%
建仓
—
StemCells, Inc.
+$24.0K
1,000
增持
CATH
Global X S&P 500 Catholic Values ETF
+$24.0K
2,180
+24%
清仓
—
Curis, Inc.
-$24.0K
0
-100%
减持
—
Desktop Metal, Inc.
-$23.0K
2,100
-36%
增持
—
Hut 8 Mining Corp.
+$23.0K
2,740
+6750%
建仓
—
ON Semiconductor Corp.
+$23.0K
500
增持
ICLN
iShares Global Clean Energy ETF
+$22.0K
31,800
+12%
