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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 15
增持 66
减持 55
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple, Inc.
+$4.9M
155,243
-3%
清仓
ROKU
Roku, Inc.
-$2.5M
0
-100%
清仓
PINS
Pinterest, Inc.
-$2.4M
0
-100%
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
SQ
Block, Inc.
-$2.0M
25,769
+0%
建仓
ENB
Enbridge, Inc.
+$2.0M
51,250
建仓
NTNX
Nutanix, Inc.
+$2.0M
62,575
增持
COST
Costco Wholesale Corp.
+$1.5M
12,264
+0%
减持
CRWD
CrowdStrike Holdings, Inc.
-$1.2M
27,758
-1%
增持
ARKK
Ark Innovation ETF
+$1.2M
17,925
+264%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$1.0M
56,535
-26%
减持
—
KKR & Co.
+$988.0K
78,624
-2%
增持
KMI
Kinder Morgan, Inc.
+$972.0K
249,646
+40%
增持
IYY
iShares Dow Jones Select Divid. Index ETF
+$950.0K
58,364
+8%
建仓
—
Elastic N.V.
+$927.0K
7,535
增持
PFE
Pfizer, Inc.
+$866.0K
53,416
+0%
增持
SHOP
Shopify, Inc.
+$825.0K
2,582
+28%
增持
JNJ
Johnson & Johnson
+$821.0K
56,988
+3%
增持
LOW
Lowes Companies Inc.
+$816.0K
14,439
+0%
清仓
CURI
CuriosityStream, Inc.
-$760.0K
0
-100%
增持
CVS
CVS Health Corp.
+$759.0K
41,378
+0%
减持
MSFT
Microsoft Corp.
+$758.0K
20,455
-6%
减持
TSLA
Tesla Motors, Inc.
+$746.0K
2,683
-0%
减持
CMRC
BigCommerce Holdings, Inc.
-$722.0K
22,715
-25%
减持
—
fuboTV, Inc.
-$711.0K
67,100
-8%
增持
UPS
United Parcel Service, Inc.
+$709.0K
21,650
+0%
减持
ANSS
ANSYS, Inc.
-$697.0K
60
-97%
增持
LMT
Lockheed Martin Corp.
+$677.0K
8,237
+26%
增持
FNF
Fidelity National Financial, Inc.
+$674.0K
74,597
+5%
减持
GOOGL
Alphabet, Inc. Class A
+$673.0K
3,202
-0%
增持
HD
The Home Depot, Inc.
+$664.0K
7,468
+1%
减持
VZ
Verizon Communications, Inc.
-$646.0K
84,789
-9%
增持
GDX
VanEck Vectors Gold Miners ETF
+$559.0K
191,265
+1%
增持
GLD
SPDR Gold Shares ETF
+$551.0K
48,752
+3%
增持
ITOT
iShares Core S&P Small-Cap ETF
+$517.0K
71,490
+2%
增持
NEM
Newmont Corp.
+$507.0K
12,101
+169%
增持
PG
The Procter & Gamble Co.
+$472.0K
19,393
+0%
减持
ARKG
Ark Genomic Revolution ETF
-$447.0K
14,690
-19%
减持
PAYX
Paychex, Inc.
+$442.0K
19,524
-1%
增持
PPL
PPL Corp.
+$441.0K
126,530
+5%
减持
ABBV
AbbVie, Inc.
+$409.0K
16,527
-3%
增持
AMT
American Tower Corp.
+$386.0K
13,901
+0%
减持
NKE
Nike, Inc.
+$381.0K
19,052
-1%
减持
JMST
JPMorgan Ultra-Short Municipal Income ETF
-$347.0K
6,500
-51%
增持
PD
PagerDuty, Inc.
-$323.0K
77,925
+6%
增持
OUNZ
VanEck Merk Gold Trust ETF
+$311.0K
174,515
+7%
减持
—
Visa, Inc.
-$311.0K
23,024
-3%
减持
PEP
PepsiCo, Inc.
+$310.0K
13,821
-1%
增持
TFC
Truist Financial Corp.
+$309.0K
38,178
+16%
减持
—
DraftKings, Inc.
-$308.0K
100
-98%
增持
PSA
Public Storage
+$305.0K
3,929
+0%
减持
FSLY
Fastly, Inc.
-$304.0K
880
-89%
减持
—
Unilever plc
-$270.0K
13,366
-27%
增持
WTRG
Essential Utilities, Inc.
+$257.0K
33,738
+0%
减持
ABT
Abbott Laboratories
+$252.0K
12,472
-2%
减持
—
The Blackstone Group, Inc.
+$250.0K
23,400
-2%
减持
—
BlackRock, Inc.
+$249.0K
4,108
-2%
建仓
FINS
Angel Oak Fin'l Strat. Income Term Trust
+$244.0K
14,300
增持
PFF
iShares S&P US Preferred Stock Index ETF
+$243.0K
135,849
+3%
增持
GDXJ
VanEck Vectors Junior Gold Miners ETF
+$239.0K
21,850
+24%
减持
IJH
iShares S&P Mid Cap 400 Index ETF
+$235.0K
8,407
-2%
增持
CMCSA
Comcast Corp. Class A
-$211.0K
44,637
+2%
增持
MDLZ
Mondelez International, Inc.
+$196.0K
22,874
+1%
减持
GIS
General Mills, Inc.
+$196.0K
28,300
-1%
减持
U
Unity Software, Inc.
+$190.0K
14,157
-3%
减持
BRK/B
Berkshire Hathaway B
+$189.0K
8,294
-1%
增持
WMT
Walmart, Inc.
+$188.0K
17,042
+4%
增持
CVX
Chevron Corp.
+$180.0K
11,282
+0%
减持
BMY
Bristol-Myers Squibb Co.
-$180.0K
331
-90%
减持
ALGN
Align Technology, Inc.
-$171.0K
4,113
-5%
增持
—
ALPS Alerian MLP ETF
+$171.0K
31,780
+22%
建仓
CAH
Cardinal Health, Inc.
+$157.0K
3,050
增持
DEO
Diageo plc
+$154.0K
5,659
+0%
减持
JPM
JPMorgan Chase & Co.
-$153.0K
26,566
-0%
增持
CSCO
Cisco Systems, Inc.
+$148.0K
16,501
+0%
减持
BA
The Boeing Co.
-$142.0K
1,156
-32%
减持
BABA
Alibaba Group Holdings Ltd.
-$140.0K
1,194
-37%
减持
PYPL
PayPal Holdings, Inc.
-$137.0K
458
-46%
减持
BND
Vanguard Total Bond Market ETF
-$132.0K
8,850
-14%
增持
FEX
First Trust Large Cap Core AlphaDEX ETF
+$129.0K
13,070
+3%
增持
FIVN
Five9, Inc.
-$128.0K
14,260
+9%
增持
CWB
SPDR Barclays Convertible Securities ETF
-$122.0K
68,154
+1%
增持
BIZD
VanEck Vectors BDC Income ETF
+$114.0K
15,685
+73%
减持
AMZN
Amazon.com, Inc.
+$114.0K
2,856
-0%
增持
KO
The Coca-Cola Co.
+$106.0K
14,717
+1%
建仓
CWST
Casella Waste Systems, Inc.
+$103.0K
1,200
增持
JETS
U.S. Global Jets ETF
+$101.0K
4,900
+4800%
减持
MCD
McDonalds Corp.
+$95.0K
3,583
-0%
增持
DIS
Walt Disney Co.
-$94.0K
7,496
+1%
增持
JMIA
Jumia Technologies AG
+$90.0K
8,025
+15950%
减持
REGN
Regeneron Pharmaceuticals, Inc.
+$88.0K
4,173
-1%
增持
NFLX
Netflix, Inc.
+$88.0K
413
+57%
增持
GBTC
Grayscale Bitcoin Trust
+$85.0K
21,017
+12%
减持
SBUX
Starbucks Corp.
+$84.0K
19,881
-2%
增持
META
Meta Platforms, Inc.
+$84.0K
1,899
+16%
增持
QCOM
QUALCOMM, Inc.
+$82.0K
1,206
+12%
清仓
BIL
SPDR Bloomberg Barc. 1-3 Month T-Bill ETF
-$81.0K
0
-100%
减持
DOCN
DigitalOcean Holdings, Inc.
+$77.0K
41,690
-1%
减持
ADBE
Adobe Systems, Inc.
-$77.0K
1,157
-9%
减持
GOOG
Alphabet, Inc. Class C
-$72.0K
829
-11%
建仓
JEPI
JPMorgan Equity Premium Income ETF
+$66.0K
1,050
减持
—
SPDR S&P 500 ETF
+$65.0K
3,559
-6%
减持
C
Citigroup, Inc.
-$65.0K
4,973
-5%
增持
—
3M Company
+$64.0K
1,460
+32%
减持
PENN
Penn National Gaming, Inc.
-$62.0K
1,265
-28%
减持
BTT
BlackRock Municipal 2030 Target Term Trust
-$61.0K
74,570
-5%
增持
LIT
Global X Lithium & Battery Tech ETF
+$55.0K
2,525
+31%
清仓
FTCHQ
Farfetch, Ltd.
-$52.0K
0
-100%
清仓
—
VanEck Vectors Oil Services ETF
-$51.0K
0
-100%
增持
ARKF
Ark Fintech Innovation ETF
+$49.0K
2,150
+169%
减持
VWO
Vanguard FTSE Emerging Markets ETF
-$49.0K
12,168
-7%
清仓
NUW
Nuveen AMT-Free Municipal Value Fund
-$48.0K
0
-100%
增持
MO
Altria Group, Inc.
+$48.0K
5,584
+17%
增持
EXPE
Expedia Group, Inc.
+$47.0K
1,605
+8%
建仓
SAIC
Science Applications International Corp.
+$46.0K
550
增持
ASAN
Asana, Inc.
+$45.0K
2,000
+100%
清仓
—
Nano-X Imaging, Ltd.
-$45.0K
0
-100%
减持
CRM
salesforce.com, inc.
-$45.0K
674
-15%
增持
SCHE
Schwab Emerging Markets Equity ETF
+$44.0K
5,052
+46%
增持
UNH
UnitedHealth Group Inc.
+$44.0K
347
+5%
清仓
—
Amazon.com - $3500 - Exp. 6/17/22
-$44.0K
0
-100%
建仓
COR
AmerisourceBergen Corp.
+$43.0K
325
增持
—
Invesco QQQ ETF
+$43.0K
1,042
+0%
增持
ARCC
Ares Capital Corp.
+$42.0K
47,768
+0%
减持
LTCH
Latch, Inc.
-$41.0K
2,000
-60%
增持
—
LAM Research Corp.
+$40.0K
264
+0%
减持
EMR
Emerson Electric Co.
-$40.0K
13,254
-2%
清仓
—
Betterware de Mexico, S.A.B. de C.V.
-$36.0K
0
-100%
减持
T
AT&T, Inc.
-$35.0K
4,335
-18%
清仓
—
FireEye, Inc.
-$35.0K
0
-100%
减持
AOA
iShares Barclays Aggregate Bond ETF
-$35.0K
785
-28%
建仓
—
Lucid Group, Inc.
+$34.0K
900
清仓
MGNI
Magnite, Inc.
-$34.0K
0
-100%
建仓
—
Mandiant, Inc.
+$34.0K
1,950
减持
—
Eaton Corp.
+$33.0K
7,554
-11%
减持
ET
Energy Transfer, L.P.
-$33.0K
5,760
-31%
增持
—
Power & Digital Infrast. Acquisition Corp.
+$33.0K
3,476
+595%
清仓
XLC
Communications Select Sector SPDR ETF
-$33.0K
0
-100%
增持
INTC
Intel Corp.
-$33.0K
30,302
+1%
增持
AMD
Advanced Micro Devices
+$32.0K
490
+29%
增持
PFFD
Global X U.S. Preferred ETF
+$31.0K
1,350
+800%
建仓
—
Malvern Bancorp, Inc.
+$31.0K
2,000
清仓
LFMD
LifeMD, Inc.
-$31.0K
0
-100%
增持
CAT
Caterpillar Inc.
+$31.0K
2,085
+0%
增持
VT
Vanguard Total World Stock Index Fund ETF
+$31.0K
720
+60%
建仓
PATH
UiPath Inc.
+$30.0K
700
增持
TGT
Target Corp.
+$29.0K
126
+12500%
建仓
—
Norwegian Cruise Lines Holdings, Ltd.
+$29.0K
1,400
增持
MU
Micron Technology, Inc.
+$29.0K
350
+600%
建仓
MAR
Marriott International Inc. Class A
+$29.0K
175
减持
MA
MasterCard, Inc.
-$28.0K
212
-29%
