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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 130 项
建仓 6
增持 46
减持 67
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
AMZN
Amazon.com, Inc.
-$1.8M
71,464
+3%
增持
CRWD
CrowdStrike Holdings, Inc.
-$1.6M
28,624
+2%
增持
VZ
Verizon Communications
+$1.6M
111,843
+52%
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。
减持
GMED
Globus Medical Inc
+$1.4M
167,023
-10%
增持
GDX
VanEck Vectors Gold Miners ETF
+$1.3M
230,281
+5%
增持
DVY
iShares Select Dividend ETF
+$1.3M
68,052
+5%
减持
TSLA
Tesla, Inc.
-$1.2M
6,660
-14%
增持
AAPL
Apple, Inc.
-$1.1M
155,485
+1%
增持
VPU
Vanguard Utilities ETF
+$1.1M
8,915
+393%
增持
SPSM
iShares S&P SmallCap 600 Index ETF
+$978.4K
74,866
+7%
清仓
META
Meta Platforms, Inc.
-$965.0K
0
-100%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$963.7K
28,991
-40%
增持
JNJ
Johnson & Johnson
+$939.2K
61,230
+1%
清仓
BTT
Blackrock Muni. 2030 Target Term Trust
-$938.0K
0
-100%
减持
DOCN
DigitalOcean Holdings, Inc.
-$920.5K
56,950
-13%
减持
GS
Goldman Sachs Group, Inc.
+$768.5K
15,896
-1%
增持
KMI
Kinder Morgan, Inc.
+$757.2K
424,350
+2%
减持
LMT
Lockheed Martin Corp.
+$697.9K
9,745
-7%
增持
HON
Honeywell International
+$683.5K
13,829
+1%
增持
ICLN
iShares Global Clean Energy ETF
+$679.0K
74,355
+78%
减持
HD
Home Depot
+$658.8K
17,016
-0%
减持
JPM
J.P. Morgan Chase & Co.
+$646.6K
26,097
-4%
减持
—
Merck & Co.
+$621.6K
30,875
-5%
减持
—
BlackRock, Inc.
+$612.1K
4,323
-3%
增持
MUB
iShares S&P National Muni Bond ETF
+$572.4K
16,674
+44%
减持
V
Visa, Inc.
+$564.1K
22,233
-3%
增持
PG
Procter & Gamble
+$486.2K
18,324
+1%
增持
GLD
SPDR Gold Trust ETF
+$462.4K
25,008
+2%
减持
ABBV
AbbVie, Inc.
+$461.3K
17,037
-0%
减持
PFF
iShares US Preferred Stock ETF
-$457.3K
114,926
-8%
减持
CAH
Cardinal Health, Inc.
-$454.1K
51,631
-22%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$430.5K
26,143
+35%
增持
GOOGL
Alphabet, Inc. A
-$388.9K
68,254
+2%
增持
WTRG
Essential Utilities, Inc
+$365.8K
39,719
+7%
增持
UPS
United Parcel Service, Inc.
+$364.4K
22,005
+3%
减持
CWB
SPDR Bloomberg Convertible Securities ETF
-$355.9K
61,456
-10%
增持
BRK/B
Berkshire Hathaway Class B
+$352.9K
8,365
+0%
减持
PPL
PPL Corp.
+$319.9K
118,000
-4%
减持
—
Elastic N.V.
-$319.8K
13,305
-5%
增持
EMR
Emerson Electric Co.
+$308.2K
13,316
+0%
建仓
BA
The Boeing Company
+$303.1K
1,591
增持
MDLZ
Mondelez International, Inc.
+$293.8K
23,688
+1%
减持
BX
Blackstone Group, Inc.
-$291.4K
24,890
-3%
增持
KKR
KKR & Co.
+$282.9K
78,844
+0%
减持
CMI
Cummins, Inc.
+$268.1K
7,050
-0%
减持
PFE
Pfizer, Inc.
+$267.4K
53,657
-5%
增持
PEP
PepsiCo, Inc.
+$265.4K
13,929
+1%
增持
—
NASDAQ 100 Trust ETF
+$264.3K
3,467
+41%
建仓
—
ConocoPhillips, Inc.
+$250.6K
2,124
减持
SHOP
Shopify, Inc.
+$243.6K
34,648
-3%
清仓
—
Twitter Inc
-$243.0K
0
-100%
增持
ORCL
Oracle Corp.
+$240.5K
11,432
+1%
减持
AMGN
Amgen
+$238.2K
13,072
-8%
建仓
NFLX
Netflix Com Inc Com
+$235.9K
800
清仓
LIT
Global X Lithium Battery ETF
-$228.0K
0
-100%
减持
ARCC
Ares Capital Corp.
-$225.1K
32,100
-34%
建仓
SMH
VanEck Semiconductor ETF
+$223.1K
1,100
减持
MDY
SPDR S&P MidCap 400 ETF
+$219.8K
5,738
-1%
建仓
KMB
Kimberly-Clark Corp.
+$218.0K
1,606
清仓
COP
ConocoPhillips, Inc.
-$217.0K
0
-100%
清仓
GILD
Gilead Sciences, Inc.
-$216.0K
0
-100%
清仓
FDIG
Fidelity Crypto Industry & Digital Payments ETF
-$201.0K
0
-100%
清仓
AEO
American Eagle Outfitters, Inc.
-$199.0K
0
-100%
增持
ABT
Abbott Laboratories
+$190.2K
13,300
+1%
减持
WMT
Walmart, Inc.
+$188.7K
16,388
-0%
增持
NEM
Newmont Mining Corp.
+$184.7K
18,701
+13%
增持
KO
The Coca-Cola Company
+$179.0K
16,019
+7%
减持
NKE
NIKE, Inc.
+$178.3K
12,737
-19%
减持
CVX
Chevron Corp.
+$166.0K
14,747
-15%
减持
GOOG
Alphabet, Inc. C
-$163.1K
19,091
-1%
减持
CMCSA
Comcast Corp. A
+$161.2K
41,184
-6%
减持
FIVN
Five9, Inc.
-$155.1K
13,910
-5%
减持
LOW
Lowe's Companies, Inc.
+$149.1K
13,913
-0%
增持
HTGC
Hercules Capital, Inc.
+$146.7K
64,500
+6%
减持
CSCO
Cisco Systems, Inc.
+$145.2K
20,071
-1%
增持
SYK
Stryker Corp.
+$144.2K
3,367
+1%
减持
—
Eaton Corporation
+$143.6K
6,503
-1%
增持
COST
Costco Wholesale Corp.
-$141.8K
11,107
+1%
增持
SPMD
SPDR Mid Cap ETF
+$139.6K
20,460
+8%
减持
—
Exxon Mobil Corp.
+$138.0K
7,072
-4%
增持
RIO
Rio Tinto Group
+$135.6K
6,300
+11%
增持
OUNZ
VanEck Merck Gold ETF
+$135.4K
84,475
+0%
减持
GDXJ
VanEck Junior Gold Miners ETF
+$134.3K
22,000
-0%
减持
FSLR
First Solar Inc
-$132.2K
2,275
-36%
减持
MSFT
Microsoft Corp.
+$131.7K
19,434
-0%
增持
BIZD
Van Eck BDC Income ETF
+$112.0K
32,930
+26%
减持
CAT
Caterpillar
+$109.8K
1,890
-10%
减持
PD
Pagerduty, Inc.
+$105.4K
77,840
-8%
减持
BND
Vanguard Total Bond Market Index ETF
-$90.8K
3,900
-25%
增持
RTX
Raytheon Technologies Co
+$86.6K
3,662
+6%
增持
—
SPDR S&P 500 ETF
+$86.5K
3,330
+0%
减持
DIS
Walt Disney Co.
-$85.6K
9,155
-2%
减持
WM
Waste Management, Inc.
-$84.6K
1,398
-26%
减持
INTC
Intel Corp.
-$66.8K
24,867
-12%
增持
PAYX
Paychex, Inc.
+$66.3K
19,542
+0%
减持
TFC
Truist Financial Corp.
-$61.7K
28,778
-4%
减持
ENB
Enbridge, Inc.
-$61.5K
48,300
-8%
增持
CVS
CVS Health Corp.
-$58.0K
41,410
+1%
减持
ADBE
Adobe Systems, Inc.
+$56.0K
1,370
-7%
减持
GIS
General Mills, Inc.
+$56.0K
27,525
-6%
增持
CMRC
BigCommerce Holdings, Inc.
-$55.9K
15,575
+20%
减持
MCD
McDonald's Corp.
+$52.8K
3,316
-7%
增持
EEM
iShares MSCI Emerging Markets Index Fund ETF
+$50.9K
9,495
+7%
减持
JMST
JPMorgan Ultra-Short Muni Income ETF
-$49.6K
4,500
-18%
减持
GSBD
Goldman Sachs BDC, Inc.
-$46.4K
16,953
-12%
建仓
LASE
Laser Photonics Corp
+$40.8K
20,000
增持
VWO
Vanguard Emerging Markets Stock Index ETF
+$37.5K
12,097
+2%
减持
BDX
Becton, Dickinson & Co.
+$35.7K
3,365
-9%
清仓
—
Core Scientific Inc
-$35.0K
0
-100%
减持
FNX
First Trust Mid Cap Core AlphaDEX ETF
-$34.7K
11,355
-12%
增持
AMT
American Tower REIT
-$34.6K
12,982
+0%
减持
FEX
First Trust Large Cap Core AlphaDEX ETF
+$33.7K
11,824
-6%
减持
PSX
Phillips 66
+$31.4K
2,223
-10%
增持
AXP
American Express
+$30.9K
1,759
+3%
减持
NVDA
NVIDIA Corp.
+$30.5K
6,545
-14%
减持
NOC
Northrop Grumman Corp.
+$27.8K
685
-7%
减持
—
Alerian MLP ETF
+$24.5K
40,177
-2%
减持
ITB
iShares U.S. Home Construction ETF
-$23.9K
5,793
-20%
减持
FNF
Fidelity National Financial, Inc.
-$20.4K
52,250
-5%
减持
—
Unilever PLC ADR
+$20.3K
7,176
-8%
清仓
—
Lion Electric Co 26 Wt
-$19.0K
0
-100%
减持
LLY
Eli Lilly & Co.
-$19.0K
1,539
-14%
减持
BAC
Bank of America Corp.
-$16.1K
6,759
-15%
减持
BP
BP p.l.c.
+$13.5K
7,000
-14%
减持
ILMN
Illumina, Inc.
-$13.4K
2,555
-8%
减持
ALGN
Align Technology, Inc.
+$11.4K
4,388
-1%
减持
REGN
Regeneron Pharmaceuticals
+$8.9K
3,433
-4%
增持
JAAA
Janus Henderson AAA CLO ETF
+$8.1K
12,060
+1%
减持
—
Pioneer Natural Resources Co.
+$3.0K
15,040
-5%
清仓
—
Camber Energy
-$2.0K
0
-100%
