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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 118 项
建仓 12
增持 36
减持 63
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple, Inc.
+$2.9M
153,075
-6%
清仓
PD
Pagerduty, Inc.
-$2.7M
0
-100%
清仓
ABBV
AbbVie, Inc.
-$2.7M
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
—
Global-E Online, Ltd.
+$2.5M
61,825
减持
AMZN
Amazon.com, Inc.
+$1.6M
73,754
-5%
减持
MSFT
Microsoft Corp.
+$999.4K
21,432
-2%
减持
NVDA
NVIDIA Corp.
+$972.9K
7,700
-6%
清仓
FIVN
Five9, Inc.
-$831.8K
0
-100%
增持
JNJ
Johnson & Johnson
+$776.4K
63,136
+1%
减持
GOOGL
Alphabet, Inc. A
+$773.1K
67,084
-4%
增持
GMED
Globus Medical, Inc.
+$743.1K
174,223
+2%
建仓
VERX
Vertex Inc
+$628.2K
32,215
减持
CAH
Cardinal Health, Inc.
+$583.4K
42,075
-6%
减持
CVS
CVS Health Corp.
-$581.6K
39,052
-12%
清仓
—
Nuveen Interm. Duration Muni. Term Fund
-$565.5K
0
-100%
减持
GDX
VanEck Gold Miners ETF
-$563.1K
228,290
-1%
减持
REGN
Regeneron Pharmaceuticals, Inc.
-$541.4K
3,537
-6%
增持
TSLA
Tesla, Inc.
+$504.1K
7,314
+8%
减持
WTRG
Essential Utilities, Inc.
-$470.0K
32,457
-20%
减持
SHOP
Shopify, Inc.
+$462.3K
34,850
-7%
减持
COST
Costco Wholesale Corp.
+$442.1K
12,159
-1%
建仓
—
Invesco S&P 500 Equal Weight ETF
+$419.0K
2,800
减持
UPS
United Parcel Service, Inc.
-$408.9K
21,914
-2%
增持
JPM
J.P. Morgan Chase & Co.
+$402.7K
25,682
+0%
减持
AMGN
Amgen, Inc.
-$380.8K
12,026
-5%
增持
HD
Home Depot
+$368.7K
22,766
+0%
减持
FEX
First Trust Large Cap Core AlphaDEX ETF
-$348.6K
7,319
-39%
减持
VZ
Verizon Communications
-$341.3K
172,112
-1%
减持
—
BlackRock, Inc.
-$340.9K
3,624
-15%
清仓
RTX
Raytheon Technologies Corp.
-$338.9K
0
-100%
建仓
—
Raytheon Technologies Corp.
+$299.3K
3,055
减持
GS
Goldman Sachs Group, Inc.
-$290.1K
15,033
-4%
减持
ORCL
Oracle Corp.
+$284.2K
11,215
-1%
减持
PFE
Pfizer, Inc.
-$284.1K
51,499
-3%
增持
KKR
KKR & Co.
+$278.1K
79,126
+0%
减持
GOOG
Alphabet, Inc. C
+$276.3K
19,883
-3%
减持
NKE
NIKE, Inc.
-$275.3K
11,213
-9%
减持
BRK/B
Berkshire Hathaway, Inc. B
+$261.5K
8,400
-0%
增持
TFC
Truist Financial Corp.
-$257.1K
119,141
+5%
减持
PPL
PPL Corp.
-$246.9K
113,128
-3%
减持
DIS
Walt Disney Co.
-$237.1K
8,515
-15%
减持
AMT
American Tower Corp.
-$233.5K
12,634
-4%
建仓
LIT
Global X Lithium Battery
+$224.3K
3,450
建仓
VT
Vanguard Total World Stock Index ETF
+$223.9K
2,309
清仓
SQ
Block, Inc.
-$222.7K
0
-100%
减持
CRWD
CrowdStrike Holdings, Inc.
+$219.0K
27,926
-1%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$213.7K
20,015
-17%
建仓
CATH
Global X S&P 500 Catholic Values ETF
+$207.4K
3,810
减持
HON
Honeywell International, Inc.
+$206.3K
14,068
-1%
增持
SMH
VanEck Semiconductor ETF
+$206.2K
3,584
+178%
减持
LLY
Eli Lilly & Co.
-$203.5K
677
-55%
建仓
—
Magellan Midstream Partners, L.P.
+$202.5K
3,250
建仓
—
Invesco S&P 500 Equal Weight Health Care ETF
+$201.8K
677
增持
ITB
iShares U.S. Home Construction ETF
+$197.0K
6,970
+23%
减持
SPSM
iShares Core S&P Small-Cap ETF
+$192.0K
75,544
-0%
减持
—
Eaton Corp.
+$188.1K
6,494
-0%
减持
LOW
Lowe's Companies, Inc.
+$169.2K
13,149
-6%
增持
META
Meta Platforms, Inc.
+$166.7K
1,902
+6%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$161.4K
32,448
+8%
减持
BDX
Becton, Dickinson & Co.
-$160.1K
2,075
-27%
增持
—
Invesco QQQ ETF
+$157.1K
2,895
+2%
减持
WMT
Walmart, Inc.
+$152.5K
16,268
-0%
减持
PAYX
Paychex, Inc.
-$145.8K
18,053
-4%
减持
V
Visa, Inc.
+$145.5K
21,548
-2%
增持
OUNZ
VanEck Merck Gold ETF
+$145.1K
95,700
+12%
减持
CMCSA
Comcast Corp. A
+$143.1K
42,290
-1%
减持
JAAA
Janus Henderson AAA CLO ETF
-$141.8K
7,650
-28%
增持
SPMD
SPDR Mid Cap ETF
+$136.1K
25,740
+8%
增持
—
SPDR S&P 500 ETF
+$133.8K
3,436
+1%
增持
NEM
Newmont Mining Corp.
-$128.7K
20,816
+0%
减持
PSA
Public Storage
-$122.2K
3,075
-9%
增持
DOCN
DigitalOcean Holdings, Inc.
+$121.8K
57,950
+3%
减持
VPU
Vanguard Utilities ETF
-$118.8K
8,415
-6%
减持
INTC
Intel Corp.
-$115.5K
19,896
-17%
减持
PFF
iShares US Preferred Stock ETF
-$115.3K
116,345
-2%
增持
—
Pioneer Natural Resources Co.
+$113.1K
15,890
+2%
减持
ADBE
Adobe Systems, Inc.
+$109.7K
1,245
-4%
增持
ICLN
iShares Global Clean Energy ETF
-$101.0K
84,252
+1%
增持
LMT
Lockheed Martin Corp.
-$100.7K
9,165
+0%
增持
—
Elastic N.V.
+$87.3K
13,015
+1%
建仓
BVS
Bioventus Inc
+$86.7K
30,000
增持
GLD
SPDR Gold Trust ETF
-$84.8K
25,278
+1%
增持
FNX
First Trust Mid Cap Core AlphaDEX ETF
+$83.3K
11,470
+1%
减持
FNF
Fidelity National Financial, Inc.
-$77.7K
44,900
-7%
减持
FSLR
First Solar Inc
-$76.6K
2,200
-3%
减持
CWB
SPDR Bloomberg Convertible Securities ETF
+$75.5K
59,833
-2%
减持
—
Merck & Co.
-$75.5K
29,155
-10%
增持
MDLZ
Mondelez International, Inc.
+$75.3K
22,588
+0%
增持
CVX
Chevron Corp.
-$73.6K
14,530
+0%
增持
MCD
McDonald's Corp.
+$72.1K
3,338
+1%
减持
ABT
Abbott Laboratories
+$70.8K
13,005
-2%
减持
KO
Coca-Cola Company
-$67.4K
15,382
-4%
减持
EMR
Emerson Electric Co.
-$64.6K
12,148
-9%
减持
DEO
Diageo PLC ADR
-$63.8K
4,171
-4%
增持
—
Exxon Mobil Corp.
+$62.6K
6,828
+12%
减持
NOC
Northrop Grumman Corp.
-$56.2K
520
-18%
减持
PEP
PepsiCo, Inc.
-$55.1K
13,528
-4%
减持
GSBD
Goldman Sachs BDC, Inc.
-$39.0K
11,531
-21%
减持
CSCO
Cisco Systems, Inc.
-$36.1K
19,615
-2%
减持
RIO
Rio Tinto Group
-$35.9K
6,207
-1%
增持
MMM
3M Company
+$33.7K
3,765
+15%
增持
CAT
Caterpillar, Inc.
+$32.0K
1,843
+0%
增持
KMI
Kinder Morgan, Inc.
-$30.7K
443,461
+1%
减持
AMD
Advanced Micro Devices
+$30.4K
2,275
-3%
减持
ALGN
Align Technology, Inc.
+$26.6K
3,933
-4%
减持
MDY
SPDR S&P MidCap 400 ETF
+$26.1K
5,342
-3%
增持
IJH
iShares S&P Mid Cap 400 Index ETF
+$24.5K
1,682
+1%
增持
ANVS
Annovis Bio, Inc.
-$23.1K
34,374
+3%
减持
—
Alerian MLP ETF
-$18.1K
39,107
-3%
增持
WM
Waste Management, Inc.
+$14.5K
1,400
+0%
建仓
—
Draganfly Inc
+$13.4K
10,500
增持
DVY
iShares Select Dividend ETF
+$12.2K
71,295
+4%
增持
VWO
Vanguard Emerging Markets Stock Index ETF
+$12.0K
12,440
+2%
清仓
—
Bitnile Holdings
-$10.0K
0
-100%
建仓
—
Jaguar Health Inc
+$9.8K
19,000
增持
KMB
Kimberly-Clark Corp.
+$6.4K
1,609
+0%
减持
BX
Blackstone Group, Inc.
-$4.2K
25,680
-6%
减持
PG
Procter & Gamble Co.
+$3.9K
20,463
-2%
