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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 122 项
建仓 5
增持 57
减持 50
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AAPL
Apple, Inc.
+$6.6M
162,613
+5%
增持
GMED
Globus Medical Inc
-$2.8M
170,023
+2%
增持
TFC
Truist Financial Corp.
+$2.6M
113,578
+295%
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
VZ
Verizon Communications
+$2.3M
173,366
+55%
增持
AMZN
Amazon.com, Inc.
+$2.0M
77,307
+8%
清仓
ENB
Enbridge, Inc.
-$1.9M
0
-100%
增持
MSFT
Microsoft Corp.
+$1.6M
21,850
+12%
清仓
AKAM
Akamai Technologies, Inc.
-$1.5M
0
-100%
增持
HD
Home Depot
+$1.3M
22,714
+33%
增持
NVDA
NVIDIA Corp.
+$1.3M
8,224
+26%
增持
GOOGL
Alphabet, Inc. A
+$1.2M
69,959
+2%
增持
JNJ
Johnson & Johnson
-$1.1M
62,412
+2%
增持
COST
Costco Wholesale Corp.
+$1.0M
12,285
+11%
减持
CRWD
CrowdStrike Holdings, Inc.
+$868.7K
28,286
-1%
清仓
HTGC
Hercules Capital, Inc.
-$852.7K
0
-100%
减持
GDX
VanEck Vectors Gold Miners ETF
+$837.1K
229,890
-0%
减持
DOCN
DigitalOcean Holdings, Inc.
+$753.8K
56,275
-1%
增持
REGN
Regeneron Pharmaceuticals
+$606.0K
3,752
+9%
清仓
ARCC
Ares Capital Corp.
-$592.9K
0
-100%
增持
TSLA
Tesla, Inc.
+$590.1K
6,799
+2%
增持
SHOP
Shopify, Inc.
+$586.4K
37,318
+8%
增持
CVS
CVS Health Corp.
-$577.7K
44,157
+7%
减持
PFE
Pfizer, Inc.
-$576.3K
53,261
-1%
减持
CAH
Cardinal Health, Inc.
-$573.3K
44,975
-13%
增持
BX
Blackstone Group, Inc.
+$545.1K
27,227
+9%
清仓
ILMN
Illumina, Inc.
-$516.6K
0
-100%
增持
UPS
United Parcel Service, Inc.
+$511.5K
22,356
+2%
增持
KKR
KKR & Co.
+$493.1K
79,074
+0%
清仓
BIZD
Van Eck BDC Income ETF
-$466.0K
0
-100%
减持
ALGN
Align Technology, Inc.
+$438.9K
4,083
-7%
增持
GOOG
Alphabet, Inc. C
+$435.0K
20,471
+7%
减持
LMT
Lockheed Martin Corp.
-$420.9K
9,138
-6%
减持
AMGN
Amgen
-$382.5K
12,619
-3%
建仓
META
Meta Platforms, Inc.
+$379.2K
1,789
减持
V
Visa, Inc.
+$352.6K
22,051
-1%
增持
GLD
SPDR Gold Trust ETF
+$348.8K
25,058
+0%
建仓
MMM
3M Company
+$343.2K
3,265
增持
PG
Procter & Gamble
+$324.1K
20,857
+14%
减持
GS
Goldman Sachs Group, Inc.
-$319.8K
15,709
-1%
减持
CVX
Chevron Corp.
-$287.1K
14,464
-2%
减持
FNF
Fidelity National Financial, Inc.
-$271.5K
48,500
-7%
增持
—
Pioneer Natural Resources Co.
-$256.0K
15,565
+3%
增持
HON
Honeywell International
-$251.2K
14,191
+3%
增持
SPSM
iShares S&P SmallCap 600 Index ETF
+$250.6K
75,863
+1%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$236.0K
24,191
-17%
建仓
AMD
Advanced Micro Devices
+$228.8K
2,334
清仓
JMST
JPMorgan Ultra-Short Muni Income ETF
-$227.4K
0
-100%
清仓
BAC
Bank of America Corp.
-$223.9K
0
-100%
建仓
SQ
Block, Inc.
+$222.7K
3,244
减持
—
BlackRock, Inc.
-$217.5K
4,253
-2%
建仓
ICF
iShares Cohen & Steers REIT ETF
+$209.7K
3,775
增持
JEPI
JPMorgan Equity Premium Income ETF
+$209.5K
29,926
+14%
减持
PPL
PPL Corp.
-$207.7K
116,598
-1%
增持
PFF
iShares US Preferred Stock ETF
+$205.1K
118,957
+4%
增持
DIS
Walt Disney Co.
+$201.9K
9,960
+9%
增持
SYK
Stryker Corp.
+$197.4K
3,575
+6%
增持
SPMD
SPDR Mid Cap ETF
+$175.6K
23,785
+16%
增持
ICLN
iShares Global Clean Energy ETF
+$175.3K
83,480
+12%
增持
CMCSA
Comcast Corp. A
+$173.9K
42,577
+3%
减持
JPM
J.P. Morgan Chase & Co.
-$167.1K
25,573
-2%
减持
TTD
The Trade Desk, Inc.
+$162.5K
10,175
-0%
减持
CWB
SPDR Bloomberg Convertible Securities ETF
+$155.7K
61,276
-0%
减持
BDX
Becton, Dickinson & Co.
-$147.8K
2,860
-15%
增持
DVY
iShares Select Dividend ETF
-$141.6K
68,830
+1%
增持
OUNZ
VanEck Merck Gold ETF
+$140.6K
85,600
+1%
清仓
CMRC
BigCommerce Holdings, Inc.
-$136.1K
0
-100%
增持
NEM
Newmont Mining Corp.
+$134.0K
20,741
+11%
增持
WTRG
Essential Utilities, Inc
-$130.4K
40,444
+2%
减持
BAX
Baxter International, Inc.
-$126.9K
5,007
-23%
减持
INTC
Intel Corp.
+$123.6K
23,902
-4%
减持
ORCL
Oracle Corp.
+$116.9K
11,315
-1%
增持
EMR
Emerson Electric Co.
-$116.5K
13,342
+0%
增持
SMH
VanEck Semiconductor ETF
+$116.3K
1,290
+17%
增持
—
SPDR S&P 500 ETF
+$115.7K
3,393
+2%
增持
ABT
Abbott Laboratories
-$113.2K
13,303
+0%
减持
FIVN
Five9, Inc.
-$112.1K
11,507
-17%
减持
—
Exxon Mobil Corp.
-$110.3K
6,107
-14%
增持
—
Eaton Corporation
+$97.2K
6,524
+0%
减持
GIS
General Mills, Inc.
-$96.7K
25,875
-6%
增持
CSCO
Cisco Systems, Inc.
+$94.8K
20,105
+0%
减持
PAYX
Paychex, Inc.
-$92.8K
18,897
-3%
减持
WMT
Walmart, Inc.
+$80.7K
16,307
-0%
减持
NOC
Northrop Grumman Corp.
-$80.5K
635
-7%
增持
ANVS
Annovis Bio Inc
+$78.2K
33,374
+3%
增持
MUB
iShares S&P National Muni Bond ETF
+$77.4K
17,049
+2%
增持
BA
The Boeing Company
+$77.4K
1,791
+13%
减持
JAAA
Janus Henderson AAA CLO ETF
-$70.9K
10,567
-12%
增持
—
ConocoPhillips, Inc.
+$69.2K
3,224
+52%
减持
ADP
Automatic Data Processing
-$68.9K
933
-19%
增持
AMT
American Tower REIT
-$66.6K
13,134
+1%
减持
PSA
Public Storage
+$64.3K
3,375
-1%
减持
—
Elastic N.V.
+$62.0K
12,905
-3%
减持
GDXJ
VanEck Junior Gold Miners ETF
+$61.0K
21,400
-3%
减持
ABBV
AbbVie, Inc.
-$60.9K
16,894
-1%
增持
VUG
Vanguard Growth ETF
+$55.0K
1,267
+3%
减持
MCD
McDonald's Corp.
+$50.1K
3,304
-0%
减持
CMI
Cummins, Inc.
-$47.9K
6,950
-1%
减持
ITB
iShares U.S. Home Construction ETF
+$47.4K
5,669
-2%
增持
PEP
PepsiCo, Inc.
+$44.1K
14,045
+1%
减持
LLY
Eli Lilly & Co.
-$42.1K
1,517
-1%
清仓
LASE
Laser Photonics Corp
-$40.8K
0
-100%
减持
ADBE
Adobe Systems, Inc.
+$38.0K
1,295
-5%
减持
—
Accenture Ltd.
-$35.3K
741
-20%
减持
GSBD
Goldman Sachs BDC, Inc.
-$33.8K
14,566
-14%
减持
CAT
Caterpillar
-$31.4K
1,841
-3%
减持
RTX
Raytheon Technologies Corp.
-$30.6K
3,461
-5%
增持
LOW
Lowe's Companies, Inc.
+$26.4K
13,995
+1%
减持
NKE
NIKE, Inc.
+$22.6K
12,337
-3%
增持
VWO
Vanguard Emerging Markets Stock Index ETF
+$22.5K
12,228
+1%
减持
—
Alerian MLP ETF
+$22.0K
40,142
-0%
增持
BRK/B
Berkshire Hathaway, Inc. B
+$19.0K
8,430
+1%
增持
BND
Vanguard Total Bond Market Index ETF
+$18.1K
4,040
+4%
增持
FEX
First Trust Large Cap Core AlphaDEX ETF
+$16.8K
11,969
+1%
减持
PSX
Phillips 66
-$14.1K
2,143
-4%
增持
—
Merck & Co.
+$14.0K
32,331
+5%
减持
—
Invesco QQQ ETF
-$10.8K
2,843
-18%
增持
WM
Waste Management, Inc.
+$8.9K
1,399
+0%
减持
MDY
SPDR S&P MidCap 400 ETF
-$8.5K
5,524
-4%
减持
MDLZ
Mondelez International, Inc.
-$7.5K
22,538
-5%
减持
AXP
American Express Co.
+$6.7K
1,616
-8%
增持
KMI
Kinder Morgan, Inc.
-$5.1K
437,871
+3%
增持
KMB
Kimberly-Clark Corp.
-$2.3K
1,607
+0%
