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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 9
增持 74
减持 52
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
GLD
SPDR Gold Shares ETF
-$5.4M
24,177
-54%
增持
AAPL
Apple, Inc.
-$4.2M
158,006
+7%
减持
SQ
Block, Inc.
-$3.5M
90
-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
GMED
Globus Medical, Inc.
-$2.9M
197,873
+4%
减持
OUNZ
VanEck Merk Gold Trust ETF
-$2.4M
78,925
-61%
增持
GDX
VanEck Vectors Gold Miners ETF
-$2.3M
216,835
+1%
增持
AMZN
Amazon.com, Inc.
-$2.2M
67,123
+2240%
清仓
NTNX
Nutanix, Inc.
-$1.8M
0
-100%
减持
SBUX
Starbucks Corp.
-$1.7M
15
-100%
增持
GOOGL
Alphabet, Inc. Class A
-$1.6M
3,369
+4%
清仓
U
Unity Software, Inc.
-$1.5M
0
-100%
增持
CRWD
CrowdStrike Holdings, Inc.
-$1.5M
27,606
+2%
减持
COST
Costco Wholesale Corp.
-$1.4M
11,127
-4%
清仓
ARKK
Ark Innovation ETF
-$1.2M
0
-100%
减持
F
Ford Motor Co.
-$1.2M
143,850
-13%
减持
ABNB
Airbnb, Inc.
-$1.1M
1,315
-82%
减持
TSLA
Tesla Motors, Inc.
-$1.1M
2,687
-0%
增持
ITOT
iShares Core S&P Small-Cap ETF
-$1.1M
69,895
+0%
增持
MSFT
Microsoft Corp.
-$999.0K
19,490
+0%
增持
GS
Goldman Sachs Group
+$976.0K
15,140
+42%
减持
FNF
Fidelity National Financial, Inc.
-$952.0K
71,840
-3%
增持
—
KKR & Co.
-$877.0K
77,593
+2%
减持
PD
PagerDuty, Inc.
-$869.0K
81,315
-4%
增持
SHOP
Shopify, Inc.
-$866.0K
34,080
+1093%
增持
CWB
SPDR Barclays Convertible Securities ETF
-$773.0K
68,034
+1%
减持
NKE
Nike, Inc.
-$759.0K
16,579
-9%
减持
TFC
Truist Financial Corp.
-$651.0K
33,428
-15%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$647.0K
13,173
+876%
增持
UPS
United Parcel Service, Inc.
-$638.0K
21,383
+1%
清仓
ARKG
Ark Genomic Revolution ETF
-$637.0K
0
-100%
增持
—
The Blackstone Group, Inc.
-$623.0K
24,798
+9%
减持
—
Visa, Inc.
-$616.0K
22,686
-1%
增持
BRK/B
Berkshire Hathaway B
-$605.0K
8,166
+2%
增持
GOOG
Alphabet, Inc. Class C
-$569.0K
957
+0%
增持
—
Merck & Co., Inc.
+$565.0K
34,686
+10%
减持
AKAM
Akamai Technologies, Inc.
-$542.0K
18,650
-1%
减持
REGN
Regeneron Pharmaceuticals, Inc.
-$523.0K
3,833
-4%
减持
IJH
iShares S&P Mid Cap 400 Index ETF
-$520.0K
7,456
-0%
减持
WMT
Walmart, Inc.
-$509.0K
16,456
-2%
增持
JPM
JPMorgan Chase & Co.
-$486.0K
28,246
+5%
增持
PFF
iShares S&P US Preferred Stock Index ETF
-$454.0K
129,340
+0%
增持
HD
The Home Depot, Inc.
+$453.0K
16,830
+21%
减持
INTC
Intel Corp.
-$407.0K
28,711
-4%
增持
PAYX
Paychex, Inc.
-$404.0K
19,733
+2%
增持
—
BlackRock, Inc.
-$379.0K
4,513
+10%
建仓
ITB
iShares U.S. Home Construction ETF
+$378.0K
7,208
减持
PSA
Public Storage
-$358.0K
3,510
-6%
建仓
JAAA
Janus Henderson AAA CLO ETF
+$358.0K
7,301
增持
IYY
iShares Dow Jones Select Divid. Index ETF
-$344.0K
64,304
+4%
增持
CVS
CVS Health Corp.
-$340.0K
40,990
+0%
减持
BTT
BlackRock Municipal 2030 Target Term Trust
-$339.0K
45,700
-20%
增持
META
Meta Platforms, Inc.
-$322.0K
8,373
+11%
减持
ENB
Enbridge, Inc.
-$321.0K
52,075
-5%
增持
GIS
General Mills, Inc.
+$315.0K
29,400
+5%
减持
FIVN
Five9, Inc.
-$310.0K
14,660
-2%
增持
JNJ
Johnson & Johnson
+$296.0K
60,183
+3%
增持
EEM
iShares MSCI Emerging Markets ETF
+$295.0K
8,845
+570%
增持
AMGN
Amgen, Inc.
+$294.0K
13,951
+9%
增持
PFE
Pfizer, Inc.
+$270.0K
56,630
+9%
减持
NEM
Newmont Corp.
-$266.0K
12,051
-3%
减持
PG
The Procter & Gamble Co.
-$265.0K
18,142
-4%
增持
LOW
Lowe's Companies Inc.
-$257.0K
14,237
+5%
减持
DEO
Diageo plc
-$254.0K
4,910
-10%
增持
DOCN
DigitalOcean Holdings, Inc.
-$251.0K
60,640
+27%
清仓
TDOC
Teladoc, Inc.
-$247.0K
0
-100%
增持
EMR
Emerson Electric Co.
-$246.0K
13,744
+1%
减持
EXPE
Expedia Group, Inc.
-$240.0K
635
-59%
减持
AMT
American Tower Corp.
-$240.0K
13,117
-8%
增持
HON
Honeywell International, Inc.
-$237.0K
13,654
+2%
增持
CVX
Chevron Corp.
-$227.0K
14,970
+2%
减持
GILD
Gilead Sciences, Inc.
-$224.0K
3,500
-53%
减持
CMRC
BigCommerce Holdings, Inc.
-$216.0K
14,300
-30%
减持
—
Eaton Corporation plc
-$202.0K
6,939
-2%
增持
—
SPDR S&P 500 ETF
-$197.0K
3,322
+3%
减持
NET
Cloudflare, Inc.
-$183.0K
2,018
-11%
增持
PPL
PPL Corp.
-$179.0K
125,117
+0%
增持
HTGC
Hercules Capital, Inc.
-$176.0K
61,000
+10%
建仓
FDIG
Fidelity Crypto Industry & Digi. Paym. ETF
+$176.0K
14,200
建仓
AEO
American Eagle Outfitters, Inc.
+$173.0K
15,500
清仓
VIRT
Virtu Financial, Inc.
-$164.0K
0
-100%
增持
DIS
Walt Disney Co.
-$163.0K
9,196
+22%
增持
CMCSA
Comcast Corp. Class A
-$157.0K
47,062
+10%
增持
GME
GameStop Corp.
+$155.0K
1,270
+63400%
增持
FEX
First Trust Large Cap Core AlphaDEX ETF
-$153.0K
12,639
+0%
增持
TTD
The Trade Desk, Inc.
-$140.0K
7,000
+12%
清仓
FINS
Angel Oak Fin'l Strat. Income Term Trust
-$133.0K
0
-100%
增持
KMI
Kinder Morgan, Inc.
-$131.0K
384,381
+11%
增持
LMT
Lockheed Martin Corp.
+$130.0K
8,930
+6%
增持
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
-$128.0K
19,000
+2%
减持
BDX
Becton, Dickinson and Co.
-$118.0K
4,005
-4%
建仓
VLO
Valero Energy Corp.
+$117.0K
1,100
增持
ARCC
Ares Capital Corp.
-$112.0K
49,599
+4%
减持
BA
The Boeing Co.
-$103.0K
861
-26%
增持
ADBE
Adobe Systems, Inc.
-$100.0K
1,620
+7%
减持
ICLN
iShares Global Clean Energy ETF
-$94.0K
29,699
-3%
减持
BIZD
VanEck Vectors BDC Income ETF
-$94.0K
25,040
-5%
增持
CAT
Caterpillar Inc.
-$92.0K
2,088
+0%
增持
—
Elastic N.V.
-$88.0K
11,690
+18%
减持
MO
Altria Group, Inc.
-$86.0K
4,931
-12%
清仓
ROK
Rockwell Automation, Inc.
-$84.0K
0
-100%
增持
SHY
iShares Barclays 1-3 Year Treasury ETF
+$82.0K
2,023
+98%
减持
GSBD
Goldman Sachs BDC, Inc.
-$80.0K
21,329
-4%
增持
ORCL
Oracle Corp.
-$79.0K
10,004
+6%
减持
—
Nuveen Intermed. Duration Muni. Term Fund
-$78.0K
43,500
-6%
减持
BOTZ
Global X Robotics & A.I. ETF
-$78.0K
2,390
-46%
增持
DXCM
DexCom, Inc.
-$76.0K
1,412
+300%
减持
VZ
Verizon Communications, Inc.
-$76.0K
81,516
-1%
增持
CSCO
Cisco Systems, Inc.
-$70.0K
19,814
+21%
减持
—
Innovator IBD 50 ETF
-$70.0K
1,200
-54%
清仓
—
Lithium Americas Corp.
-$69.0K
0
-100%
减持
—
Unilever plc
-$63.0K
8,276
-15%
减持
VWO
Vanguard FTSE Emerging Markets Index ETF
-$63.0K
12,463
-1%
清仓
ARKF
Ark Fintech Innovation ETF
-$62.0K
0
-100%
增持
ABT
Abbott Laboratories
-$59.0K
13,424
+5%
清仓
GDEN
Golden Entertainment, Inc.
-$58.0K
0
-100%
增持
—
Twitter, Inc.
+$57.0K
7,554
+30%
增持
LIT
Global X Lithium & Battery Tech ETF
+$57.0K
3,450
+37%
增持
ABBV
AbbVie, Inc.
-$55.0K
17,134
+4%
减持
ADP
Automatic Data Processing
-$55.0K
1,158
-11%
减持
UNH
UnitedHealth Group Inc.
-$53.0K
257
-29%
增持
—
Bank of America Corp.
-$53.0K
7,959
+9%
增持
ANVS
Annovis Bio, Inc.
+$53.0K
26,974
+42%
减持
ROBO
Robo Global Robotics & Automation ETF
-$52.0K
805
-47%
增持
PSX
Phillips 66
+$52.0K
2,298
+46%
减持
JMST
JPMorgan Ultra-Short Municipal Income ETF
-$50.0K
5,500
-15%
建仓
GNR
SPDR S&P Global Natural Resources ETF
+$47.0K
900
减持
QCOM
QUALCOMM, Inc.
-$47.0K
1,081
-11%
建仓
DHI
D.R. Horton, Inc.
+$46.0K
700
清仓
BHC
Bausch Health Companies, Inc.
-$46.0K
0
-100%
增持
SMH
Market Vectors Semiconductor ETF
+$44.0K
655
+98%
增持
RIO
Rio Tinto plc
+$44.0K
2,900
+76%
增持
NFLX
Netflix, Inc.
-$43.0K
686
+57%
减持
WM
Waste Management, Inc.
-$42.0K
1,897
-9%
清仓
NUW
Nuveen AMT-Free Municipal Value Fund
-$41.0K
0
-100%
减持
KEY
KeyCorp
-$41.0K
1,500
-50%
清仓
ULTA
Ulta Beauty, Inc.
-$40.0K
0
-100%
减持
ISRG
Intuitive Surgical, Inc.
-$39.0K
285
-10%
建仓
IVV
iShares S&P 500 Index ETF
+$38.0K
100
增持
CAH
Cardinal Health, Inc.
+$38.0K
67,902
+10%
减持
PYPL
PayPal Holdings, Inc.
-$37.0K
228
-50%
增持
MOS
The Mosaic Company
+$36.0K
1,600
+167%
增持
BABA
Alibaba Group Holdings Ltd.
+$35.0K
1,751
+16%
增持
DOW
Dow, Inc.
-$34.0K
2,826
+0%
建仓
KWEB
KraneShares CSI China Internet ETF
+$33.0K
1,000
增持
WTRG
Essential Utilities, Inc.
-$32.0K
36,954
+9%
增持
VT
Vanguard Total World Stock Index Fund ETF
+$32.0K
1,789
+50%
增持
ROKU
Roku, Inc.
+$30.0K
465
+615%
清仓
MARA
Marathon Digital Holdings, Inc.
-$30.0K
0
-100%
增持
KO
The Coca-Cola Co.
+$30.0K
14,979
+2%
增持
C
Citigroup, Inc.
+$30.0K
6,023
+30%
