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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 10
增持 40
减持 31
清仓 69
方向
标的
Δ市值
现股数(环比)
清仓
IYY
iShares Dow Jones Select Divid. Index ETF
-$7.6M
0
-100%
建仓
DVY
iShares Select Dividend ETF
+$6.9M
64,676
清仓
ITOT
iShares Core S&P Small-Cap ETF
-$6.5M
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。
建仓
SPSM
iShares S&P SmallCap 600 Index ETF
+$6.1M
70,040
清仓
—
Visa, Inc.
-$4.5M
0
-100%
增持
V
Visa, Inc.
+$4.0M
22,827
+5814%
清仓
—
KKR & Co.
-$3.6M
0
-100%
增持
—
Pioneer Natural Resources Co.
+$3.4M
15,850
+52733%
建仓
KKR
KKR & Co.
+$3.4M
78,540
清仓
—
Merck & Co., Inc.
-$3.2M
0
-100%
建仓
—
Merck & Co.
+$2.8M
32,563
减持
IJH
iShares S&P Mid Cap 400 Index ETF
-$2.4M
1,660
-78%
建仓
MDY
SPDR S&P MidCap 400 ETF
+$2.3M
5,778
清仓
—
The Blackstone Group, Inc.
-$2.3M
0
-100%
建仓
BX
Blackstone Group, Inc.
+$2.1M
25,544
清仓
F
Ford Motor Co.
-$1.6M
0
-100%
减持
VZ
Verizon Communications
-$1.3M
73,771
-10%
增持
GOOGL
Alphabet, Inc. A
-$931.0K
67,030
+1890%
建仓
—
Eaton Corporation
+$877.0K
6,573
清仓
—
Eaton Corporation plc
-$874.0K
0
-100%
减持
CAH
Cardinal Health, Inc.
+$874.0K
66,329
-2%
增持
JNJ
Johnson & Johnson
-$806.0K
60,462
+0%
增持
AMZN
Amazon.com, Inc.
+$687.0K
69,165
+3%
减持
FNF
Fidelity National Financial, Inc.
-$669.0K
54,875
-24%
增持
GDX
VanEck Vectors Gold Miners ETF
-$648.0K
219,275
+1%
减持
CMCSA
Comcast Corp. A
-$568.0K
43,620
-7%
减持
AMT
American Tower REIT
-$567.0K
12,970
-1%
增持
PFE
Pfizer, Inc.
-$487.0K
56,712
+0%
减持
MSFT
Microsoft Corp.
-$477.0K
19,448
-0%
增持
KMI
Kinder Morgan, Inc.
+$473.0K
415,537
+8%
增持
UPS
United Parcel Service, Inc.
-$442.0K
21,424
+0%
减持
META
Meta Platforms, Inc.
-$385.0K
7,115
-15%
减持
NKE
NIKE, Inc.
-$382.0K
15,781
-5%
减持
INTC
Intel Corp.
-$350.0K
28,112
-2%
减持
ABBV
AbbVie, Inc.
-$332.0K
17,080
-0%
减持
JPM
J.P. Morgan Chase & Co.
-$328.0K
27,297
-3%
增持
PG
Procter & Gamble
-$318.0K
18,148
+0%
增持
TTD
The Trade Desk, Inc
+$316.0K
10,200
+46%
增持
CVX
Chevron Corp.
+$314.0K
17,271
+15%
减持
—
BlackRock, Inc.
-$298.0K
4,453
-1%
增持
GLD
SPDR Gold Trust ETF
-$293.0K
24,442
+1%
减持
PFF
iShares US Preferred Stock ETF
-$287.0K
125,240
-3%
减持
TFC
Truist Financial Corp.
-$285.0K
29,853
-11%
减持
AAPL
Apple, Inc.
-$284.0K
154,258
-2%
清仓
C
Citigroup, Inc.
-$277.0K
0
-100%
减持
PPL
PPL Corp.
-$266.0K
123,399
-1%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$264.0K
19,407
+47%
增持
ENB
Enbridge, Inc.
-$251.0K
52,550
+1%
建仓
—
Citigroup Inc.
+$251.0K
6,023
清仓
—
Bank of America Corp.
-$248.0K
0
-100%
增持
TSLA
Tesla, Inc.
+$248.0K
7,756
+189%
增持
NVDA
NVIDIA Corp.
+$247.0K
7,625
+70%
建仓
BAC
Bank of America Corp.
+$240.0K
7,959
增持
GOOG
Alphabet, Inc. C
-$236.0K
19,318
+1919%
增持
ICLN
iShares Global Clean Energy ETF
+$231.0K
41,749
+41%
减持
AKAM
Akamai Technologies, Inc.
-$229.0K
18,350
-2%
增持
JAAA
Janus Henderson AAA CLO ETF
+$228.0K
11,929
+63%
建仓
COP
ConocoPhillips, Inc.
+$217.0K
2,124
清仓
KMB
Kimberly-Clark Corp.
-$217.0K
0
-100%
增持
—
Elastic N.V.
+$214.0K
14,015
+20%
清仓
—
GSK plc
-$212.0K
0
-100%
清仓
MO
Altria Group, Inc.
-$206.0K
0
-100%
增持
LMT
Lockheed Martin Corp.
+$204.0K
10,466
+17%
清仓
—
3M Company
-$203.0K
0
-100%
减持
REGN
Regeneron Pharmaceuticals
+$202.0K
3,583
-7%
清仓
D
Dominion Resources
-$201.0K
0
-100%
增持
BP
BP p.l.c.
+$200.0K
8,100
+636%
清仓
BABA
Alibaba Group Holdings Ltd.
-$199.0K
0
-100%
增持
AMGN
Amgen
-$199.0K
14,177
+2%
清仓
EXC
Exelon Corporation
-$195.0K
0
-100%
增持
—
NASDAQ 100 Trust ETF
+$194.0K
2,466
+49%
增持
GS
Goldman Sachs Group, Inc.
+$193.0K
16,003
+6%
减持
ABT
Abbott Laboratories
-$189.0K
13,127
-2%
减持
ADBE
Adobe Systems, Inc.
-$188.0K
1,470
-9%
清仓
WELL
Welltower, Inc.
-$179.0K
0
-100%
清仓
CATH
Global X S&P 500 Catholic Values ETF
-$171.0K
0
-100%
减持
BDX
Becton, Dickinson & Co.
-$167.0K
3,680
-8%
清仓
SHY
iShares Barclays 1-3 Year Treasury ETF
-$167.0K
0
-100%
增持
WTRG
Essential Utilities, Inc
-$164.0K
36,965
+0%
增持
MDLZ
Mondelez International, Inc.
-$158.0K
23,444
+1%
清仓
GME
GameStop Corp.
-$155.0K
0
-100%
清仓
RSPH
Invesco S&P 500 Eq. Weight Health Care ETF
-$155.0K
0
-100%
清仓
IGF
iShares Global Infrastructure ETF
-$155.0K
0
-100%
清仓
VTV
Vanguard Value Index ETF
-$153.0K
0
-100%
清仓
VT
Vanguard Total World Stock Index Fund ETF
-$153.0K
0
-100%
增持
—
Alerian MLP ETF
+$151.0K
41,165
+5%
清仓
—
ConocoPhillips
-$146.0K
0
-100%
清仓
DOW
Dow, Inc.
-$146.0K
0
-100%
清仓
ITW
Illinois Tool Works, Inc.
-$145.0K
0
-100%
清仓
SCHE
Schwab Emerging Markets Equity ETF
-$142.0K
0
-100%
增持
ANVS
Annovis Bio Inc
+$139.0K
32,474
+20%
清仓
QCOM
QUALCOMM, Inc.
-$138.0K
0
-100%
增持
DOCN
DigitalOcean Holdings, Inc.
-$137.0K
65,550
+8%
清仓
PPG
PPG Industries, Inc.
-$137.0K
0
-100%
减持
LOW
Lowe's Companies, Inc.
+$136.0K
13,966
-2%
增持
RIO
Rio Tinto Group
+$136.0K
5,685
+96%
减持
GLW
Corning Incorporated
-$135.0K
16,030
-16%
增持
WMT
Walmart, Inc.
+$134.0K
16,459
+0%
清仓
SCHB
Schwab U.S. Broad Market ETF
-$133.0K
0
-100%
清仓
SMH
Market Vectors Semiconductor ETF
-$133.0K
0
-100%
清仓
UNH
UnitedHealth Group Inc.
-$132.0K
0
-100%
清仓
VXF
Vanguard Extended Market Index ETF
-$131.0K
0
-100%
减持
EMR
Emerson Electric Co.
-$122.0K
13,267
-3%
减持
COST
Costco Wholesale Corp.
-$121.0K
11,036
-1%
清仓
WSFS
WSFS Financial Corp.
-$121.0K
0
-100%
清仓
NFLX
Netflix, Inc.
-$120.0K
0
-100%
增持
CVS
CVS Health Corp.
+$119.0K
41,071
+0%
清仓
SCHF
Schwab International Equity ETF
-$119.0K
0
-100%
清仓
BA
The Boeing Co.
-$118.0K
0
-100%
清仓
VLO
Valero Energy Corp.
-$117.0K
0
-100%
清仓
ABNB
Airbnb, Inc.
-$117.0K
0
-100%
减持
DEO
Diageo PLC ADR
-$117.0K
4,346
-11%
清仓
XLE
Energy Select Sector SPDR ETF
-$115.0K
0
-100%
清仓
ZM
Zoom Video Communications, Inc.
-$114.0K
0
-100%
清仓
GPC
Genuine Parts Company
-$113.0K
0
-100%
清仓
—
LAM Research Corp.
-$113.0K
0
-100%
清仓
CRM
salesforce.com, inc.
-$113.0K
0
-100%
减持
EFA
iShares MSCI EAFE Index ETF
-$113.0K
5,933
-17%
清仓
AMD
Advanced Micro Devices
-$113.0K
0
-100%
清仓
MRNA
Moderna, Inc.
-$111.0K
0
-100%
增持
ILMN
Illumina, Inc.
+$110.0K
2,780
+22%
清仓
VTI
Vanguard Total Stock Market Index ETF
-$109.0K
0
-100%
清仓
—
TE Connectivity, Ltd.
-$109.0K
0
-100%
增持
SHOP
Shopify, Inc.
-$106.0K
35,588
+4%
清仓
DXCM
DexCom, Inc.
-$105.0K
0
-100%
清仓
TIP
iShares Barclays TIPS Bond ETF
-$102.0K
0
-100%
增持
KO
The Coca-Cola Company
-$102.0K
14,991
+0%
清仓
JMIA
Jumia Technologies AG
-$101.0K
0
-100%
清仓
IWY
iShares Russell Top 200 Growth ETF
-$101.0K
0
-100%
清仓
PWR
Quanta Services, Inc.
-$100.0K
0
-100%
增持
HD
Home Depot
+$100.0K
17,092
+2%
减持
PSA
Public Storage
-$99.0K
3,410
-3%
清仓
PM
Philip Morris International, Inc.
-$99.0K
0
-100%
清仓
EPD
Enterprise Products Partners, L.P.
-$99.0K
0
-100%
减持
GDXJ
VanEck Junior Gold Miners ETF
-$97.0K
22,050
-6%
清仓
XLV
Health Care Select Sector SPDR ETF
-$97.0K
0
-100%
清仓
TRIP
TripAdvisor, Inc.
-$96.0K
0
-100%
清仓
SCHX
Schwab U.S. Large Cap ETF
-$96.0K
0
-100%
清仓
ORLY
O'Reilly Automotive, Inc.
-$95.0K
0
-100%
清仓
ESGD
iShares MSCI EAFE ESG Optimized ETF
-$94.0K
0
-100%
增持
HON
Honeywell International
-$93.0K
13,656
+0%
清仓
T
AT&T, Inc.
-$92.0K
0
-100%
清仓
VSH
Vishay Intertechnology, Inc.
-$89.0K
0
-100%
清仓
NET
Cloudflare, Inc.
-$88.0K
0
-100%
清仓
CWST
Casella Waste Systems, Inc.
-$87.0K
0
-100%
清仓
CL
Colgate-Palmolive Company
-$86.0K
0
-100%
减持
VWO
Vanguard Emerging Markets Stock Index ETF
-$85.0K
11,897
-5%
清仓
AFL
AFLAC Inc.
-$83.0K
0
-100%
清仓
CEG
Constellation Energy Corp.
-$82.0K
0
-100%
增持
CWB
SPDR Bloomberg Convertible Securities ETF
-$82.0K
68,091
+0%
