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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 11
增持 74
减持 58
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
CAH
Cardinal Health, Inc.
+$3.4M
61,925
+1930%
增持
F
Ford Motor Co.
+$2.8M
164,850
+12581%
增持
KMI
Kinder Morgan, Inc.
+$2.6M
347,595
+39%
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
GDX
VanEck Vectors Gold Miners ETF
+$2.1M
214,395
+12%
减持
AAPL
Apple, Inc.
-$1.7M
148,034
-5%
增持
SHOP
Shopify, Inc.
-$1.6M
2,857
+11%
减持
—
KKR & Co.
-$1.4M
76,440
-3%
增持
GLD
SPDR Gold Shares ETF
+$1.2M
52,632
+8%
增持
CVX
Chevron Corp.
+$1.1M
14,704
+30%
增持
HD
The Home Depot, Inc.
+$1.1M
13,909
+86%
清仓
—
fuboTV, Inc.
-$1.0M
0
-100%
增持
META
Meta Platforms, Inc.
+$1.0M
7,518
+296%
减持
LOW
Lowe's Companies Inc.
-$988.0K
13,573
-6%
减持
MSFT
Microsoft Corp.
-$874.0K
19,478
-5%
增持
LMT
Lockheed Martin Corp.
+$782.0K
8,403
+2%
增持
IYY
iShares Dow Jones Select Divid. Index ETF
+$756.0K
61,740
+6%
减持
NKE
Nike, Inc.
-$722.0K
18,227
-4%
清仓
GBTC
Grayscale Bitcoin Trust
-$720.0K
0
-100%
增持
OUNZ
VanEck Merk Gold Trust ETF
+$669.0K
200,340
+15%
减持
ITOT
iShares Core S&P Small-Cap ETF
-$661.0K
69,750
-2%
增持
SQ
Block, Inc.
-$660.0K
25,824
+0%
减持
PFF
iShares S&P US Preferred Stock Index ETF
-$650.0K
129,247
-5%
减持
IJH
iShares S&P Mid Cap 400 Index ETF
-$646.0K
7,467
-11%
增持
JNJ
Johnson & Johnson
+$638.0K
58,608
+3%
减持
—
BlackRock, Inc.
-$633.0K
4,093
-0%
减持
SBUX
Starbucks Corp.
-$590.0K
19,068
-4%
增持
DOCN
DigitalOcean Holdings, Inc.
-$590.0K
47,690
+14%
减持
BTT
BlackRock Municipal 2030 Target Term Trust
-$583.0K
57,175
-23%
增持
JPM
JPMorgan Chase & Co.
-$540.0K
26,898
+1%
增持
ENB
Enbridge, Inc.
+$519.0K
54,725
+7%
增持
U
Unity Software, Inc.
-$514.0K
15,222
+8%
减持
CWB
SPDR Barclays Convertible Securities ETF
-$489.0K
67,123
-2%
增持
ARKK
Ark Innovation ETF
-$483.0K
18,295
+2%
增持
AMT
American Tower Corp.
-$474.0K
14,297
+3%
减持
PFE
Pfizer, Inc.
-$455.0K
52,141
-2%
增持
GMED
Globus Medical, Inc.
+$445.0K
190,123
+1%
增持
ABBV
AbbVie, Inc.
+$441.0K
16,528
+0%
减持
CRWD
CrowdStrike Holdings, Inc.
+$434.0K
26,938
-3%
增持
—
Merck & Co., Inc.
+$413.0K
31,649
+11%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$403.0K
48,760
-14%
减持
CMRC
BigCommerce Holdings, Inc.
-$355.0K
20,450
-10%
减持
BRK/B
Berkshire Hathaway B
+$354.0K
8,029
-3%
减持
RBLX
Roblox Corp.
-$341.0K
100
-97%
减持
BND
Vanguard Total Bond Market ETF
-$317.0K
5,450
-38%
增持
FIVN
Five9, Inc.
-$312.0K
14,910
+5%
减持
PG
The Procter & Gamble Co.
-$298.0K
18,810
-3%
增持
—
ALPS Alerian MLP ETF
+$296.0K
34,892
+10%
减持
FNF
Fidelity National Financial, Inc.
-$285.0K
73,850
-1%
增持
GOOGL
Alphabet, Inc. Class A
-$284.0K
3,233
+1%
减持
—
Unilever plc
-$277.0K
9,701
-27%
增持
GOOG
Alphabet, Inc. Class C
+$263.0K
953
+15%
减持
ARKG
Ark Genomic Revolution ETF
-$263.0K
13,865
-6%
减持
COST
Costco Wholesale Corp.
-$255.0K
11,646
-5%
减持
—
Matterport, Inc.
-$247.0K
7,000
-53%
增持
AMGN
Amgen, Inc.
+$246.0K
12,821
+1%
减持
CMCSA
Comcast Corp. Class A
-$243.0K
42,798
-4%
减持
—
SPDR S&P 500 ETF
-$240.0K
3,210
-10%
增持
ABT
Abbott Laboratories
-$237.0K
12,822
+3%
增持
NEM
Newmont Corp.
+$234.0K
12,401
+2%
减持
PPL
PPL Corp.
-$230.0K
125,096
-1%
减持
—
Eaton Corporation plc
-$229.0K
7,089
-6%
减持
FNX
First Trust Mid Cap Core AlphaDEX ETF
-$213.0K
12,855
-10%
增持
HTGC
Hercules Capital, Inc.
+$204.0K
55,300
+15%
增持
BIZD
VanEck Vectors BDC Income ETF
+$202.0K
26,376
+68%
增持
—
GlaxoSmithKline plc
+$201.0K
4,861
+1844%
减持
VZ
Verizon Communications, Inc.
-$193.0K
82,713
-2%
减持
—
Nuveen Intermed. Duration Muni. Term Fund
-$184.0K
46,500
-16%
增持
GDXJ
VanEck Vectors Junior Gold Miners ETF
+$178.0K
23,350
+7%
增持
PD
PagerDuty, Inc.
+$176.0K
84,340
+8%
增持
—
Exxon Mobil Corp.
+$171.0K
7,324
+3%
增持
AMZN
Amazon.com, Inc.
-$170.0K
2,869
+0%
增持
ADP
Automatic Data Processing
+$161.0K
1,308
+136%
减持
REGN
Regeneron Pharmaceuticals, Inc.
+$154.0K
3,993
-4%
增持
DXCM
DexCom, Inc.
+$153.0K
353
+566%
增持
—
Accenture Ltd.
+$151.0K
926
+138%
增持
NTNX
Nutanix, Inc.
-$151.0K
68,700
+10%
减持
—
The Blackstone Group, Inc.
-$143.0K
22,726
-3%
减持
DEO
Diageo plc
-$137.0K
5,459
-4%
减持
CSCO
Cisco Systems, Inc.
-$131.0K
16,406
-1%
减持
CVS
CVS Health Corp.
-$131.0K
40,888
-1%
增持
DIS
Walt Disney Co.
-$130.0K
7,516
+0%
减持
GILD
Gilead Sciences, Inc.
-$129.0K
7,394
-6%
增持
XLE
Energy Select Sector SPDR ETF
+$124.0K
1,700
+1600%
增持
NOC
Northrop Grumman Corp.
+$113.0K
600
+50%
减持
ORCL
Oracle Corp.
-$112.0K
9,404
-8%
减持
FINS
Angel Oak Fin'l Strat. Income Term Trust
-$111.0K
8,400
-41%
增持
EMR
Emerson Electric Co.
+$107.0K
13,659
+3%
增持
AKAM
Akamai Technologies, Inc.
+$103.0K
18,800
+3%
减持
JETS
U.S. Global Jets ETF
-$101.0K
100
-98%
减持
UPS
United Parcel Service, Inc.
-$99.0K
21,176
-2%
减持
PEP
PepsiCo, Inc.
-$95.0K
13,777
-0%
减持
FEX
First Trust Large Cap Core AlphaDEX ETF
-$93.0K
12,625
-3%
减持
—
Visa, Inc.
+$93.0K
22,920
-0%
减持
BAX
Baxter International, Inc.
-$87.0K
6,475
-6%
增持
NFLX
Netflix, Inc.
-$86.0K
436
+6%
增持
RIO
Rio Tinto plc
+$86.0K
1,650
+136%
增持
WTRG
Essential Utilities, Inc.
-$85.0K
33,749
+0%
建仓
SHY
iShares Barclays 1-3 Year Treasury ETF
+$85.0K
1,023
增持
SMH
Market Vectors Semiconductor ETF
+$84.0K
330
+2100%
减持
INTC
Intel Corp.
-$80.0K
29,891
-1%
建仓
—
Global X Hydrogen ETF
+$76.0K
4,000
增持
CMI
Cummins, Inc.
-$75.0K
7,075
+1%
增持
MCD
McDonald's Corp.
-$75.0K
3,584
+0%
增持
TSLA
Tesla Motors, Inc.
+$71.0K
2,697
+1%
建仓
CEG
Constellation Energy Corp.
+$69.0K
1,218
增持
JMIA
Jumia Technologies AG
+$69.0K
16,725
+108%
建仓
—
Lithium Americas Corp.
+$69.0K
1,800
增持
CATH
Global X S&P 500 Catholic Values ETF
+$63.0K
3,430
+57%
减持
SPMD
SPDR Portfolio Mid Cap ETF
-$63.0K
18,700
-2%
增持
AMD
Advanced Micro Devices
+$58.0K
1,184
+142%
增持
HON
Honeywell International, Inc.
-$56.0K
13,416
+5%
建仓
BHP
BHP Group Ltd.
+$54.0K
700
减持
C
Citigroup, Inc.
-$53.0K
4,623
-7%
增持
—
Elastic N.V.
-$48.0K
9,885
+31%
建仓
HNDL
Strategy Shares Nasdaq 7 Handl Index ETF
+$48.0K
2,000
增持
ZM
Zoom Video Communications, Inc.
-$47.0K
855
+7%
增持
—
Invesco QQQ ETF
+$44.0K
1,267
+22%
减持
IWP
iShares Russell Mid-Cap Growth ETF
-$44.0K
682
-31%
减持
GLW
Corning, Inc.
-$44.0K
19,030
-5%
减持
WMT
Walmart, Inc.
+$44.0K
16,852
-1%
增持
VT
Vanguard Total World Stock Index Fund ETF
+$44.0K
1,195
+66%
增持
ABNB
Airbnb, Inc.
+$42.0K
7,240
+0%
建仓
NUW
Nuveen AMT-Free Municipal Value Fund
+$41.0K
2,799
减持
IEFA
iShares Core MSCI EAFE ETF
-$40.0K
554
-47%
增持
PSX
Phillips 66
+$40.0K
1,578
+19%
增持
NVDA
NVIDIA Corp.
-$39.0K
2,557
+2%
清仓
BIV
Vanguard Intermediate-Term Bond ETF
-$38.0K
0
-100%
清仓
—
Power & Digital Infrast. Acquisition Corp.
-$38.0K
0
-100%
减持
VTI
Vanguard Total Stock Market Index ETF
-$37.0K
484
-21%
减持
KMB
Kimberly-Clark Corp.
-$37.0K
1,602
-2%
增持
ADBE
Adobe Systems, Inc.
+$37.0K
1,520
+31%
减持
CRM
salesforce.com, inc.
-$36.0K
636
-6%
增持
QCOM
QUALCOMM, Inc.
-$36.0K
1,208
+0%
减持
BDX
Becton, Dickinson and Co.
-$34.0K
4,155
-8%
增持
ICF
iShares Cohen & Steers Realty Index ETF
+$34.0K
1,280
+71%
增持
CAT
Caterpillar Inc.
+$34.0K
2,086
+0%
建仓
—
Core Scientific, Inc.
+$33.0K
3,970
建仓
BP
BP p.l.c.
+$32.0K
1,100
清仓
ICUI
ICU Medical, Inc.
-$30.0K
0
-100%
增持
TDOC
Teladoc, Inc.
-$30.0K
3,419
+13%
清仓
—
Alcoa, Inc.
-$30.0K
0
-100%
建仓
—
Splunk, Inc.
+$30.0K
200
增持
MRNA
Moderna, Inc.
+$29.0K
655
+98%
减持
FSLY
Fastly, Inc.
-$29.0K
100
-89%
增持
MO
Altria Group, Inc.
+$27.0K
5,590
+0%
增持
SYK
Stryker Corp.
+$27.0K
3,425
+3%
建仓
—
TotalEnergies SE
+$25.0K
500
增持
COIN
Coinbase Global, Inc.
+$25.0K
425
+91%
增持
VGT
Vanguard Information Technology Index ETF
+$25.0K
135
+101%
清仓
LEN
Lennar Corp. Class A
-$25.0K
0
-100%
