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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 122 项
建仓 12
增持 36
减持 57
清仓 17
方向
标的
Δ市值
现股数(环比)
清仓
VZ
Verizon Communications
-$6.4M
0
-100%
建仓
GLDM
SPDR Gold MiniShares ETF
+$5.9M
159,837
清仓
GLD
SPDR Gold Trust ETF
-$4.5M
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。
减持
AAPL
Apple, Inc.
-$4.1M
149,061
-3%
建仓
TLT
iShares 20 Years Treasury Bonds ETF
+$3.0M
33,581
清仓
CVS
CVS Health Corp.
-$2.7M
0
-100%
建仓
SCHW
The Charles Schwab Corp.
+$2.6M
48,000
清仓
DOCN
DigitalOcean Holdings, Inc.
-$2.3M
0
-100%
建仓
DDOG
Datadog, Inc.
+$1.8M
20,030
清仓
OUNZ
VanEck Merck Gold ETF
-$1.8M
0
-100%
增持
TTD
The Trade Desk, Inc.
+$1.7M
32,075
+215%
减持
ICLN
iShares Global Clean Energy ETF
-$1.3M
14,002
-83%
建仓
—
Medtronic plc
+$865.0K
11,039
减持
GDX
VanEck Gold Miners ETF
-$861.0K
223,440
-2%
建仓
MOAT
VanEck Morningstar Wide Moat ETF
+$768.9K
10,138
增持
KMI
Kinder Morgan, Inc.
+$715.1K
503,708
+14%
增持
CVX
Chevron Corp.
+$712.0K
17,782
+22%
减持
JNJ
Johnson & Johnson
-$643.4K
62,966
-0%
清仓
BDX
Becton, Dickinson & Co.
-$547.8K
0
-100%
减持
GOOGL
Alphabet, Inc. A
+$526.9K
65,389
-3%
减持
UPS
United Parcel Service, Inc.
-$522.9K
21,846
-0%
减持
HD
Home Depot
-$502.5K
21,742
-4%
减持
PPL
PPL Corp.
-$483.0K
106,551
-6%
增持
MSFT
Microsoft Corp.
-$478.6K
21,599
+1%
减持
AMZN
Amazon.com, Inc.
-$471.2K
71,927
-2%
减持
SPSM
iShares Core S&P Small-Cap ETF
-$458.5K
74,944
-1%
减持
AMT
American Tower Corp.
-$447.7K
12,178
-4%
减持
DVY
iShares Select Dividend ETF
-$413.4K
71,203
-0%
建仓
BOTZ
Global X Robotics & A.I. ETF
+$375.5K
15,190
减持
CAH
Cardinal Health, Inc.
-$369.5K
41,575
-1%
增持
—
Invesco S&P 500 Equal Weight ETF
+$355.1K
5,463
+95%
减持
—
Pioneer Natural Resources Co.
+$344.0K
15,840
-0%
减持
PFE
Pfizer, Inc.
-$324.9K
47,155
-8%
减持
AMGN
Amgen, Inc.
+$316.7K
11,113
-8%
减持
BX
Blackstone Group, Inc.
+$308.6K
25,163
-2%
清仓
—
Raytheon Technologies Corp.
-$299.3K
0
-100%
减持
TFC
Truist Financial Corp.
-$282.7K
116,505
-2%
减持
ALGN
Align Technology, Inc.
-$281.9K
3,632
-8%
增持
HON
Honeywell International, Inc.
-$268.4K
14,345
+2%
减持
COST
Costco Wholesale Corp.
+$266.7K
12,059
-1%
减持
CWB
SPDR Bloomberg Convertible Securities ETF
-$265.4K
57,816
-3%
减持
KKR
KKR & Co.
+$261.6K
76,179
-4%
增持
GIS
General Mills, Inc.
-$248.9K
27,125
+5%
减持
V
Visa, Inc.
-$243.4K
21,189
-2%
清仓
NOC
Northrop Grumman Corp.
-$237.0K
0
-100%
增持
LOW
Lowe's Companies, Inc.
-$234.0K
13,153
+0%
减持
NKE
NIKE, Inc.
-$232.1K
10,516
-6%
清仓
BAX
Baxter International, Inc.
-$228.1K
0
-100%
清仓
LIT
Global X Lithium Battery
-$224.3K
0
-100%
清仓
KMB
Kimberly-Clark Corp.
-$222.1K
0
-100%
减持
ORCL
Oracle Corp.
-$221.1K
10,522
-6%
减持
PEP
PepsiCo, Inc.
-$220.7K
13,484
-0%
建仓
MOTI
VanEck Morningstar Int'l Moat ETF
+$219.3K
7,350
减持
FNF
Fidelity National Financial, Inc.
+$217.3K
44,400
-1%
增持
—
Alerian MLP ETF
+$215.6K
41,446
+6%
建仓
RTX
RTX Corp.
+$210.5K
2,925
清仓
CATH
Global X S&P 500 Catholic Values ETF
-$207.4K
0
-100%
清仓
—
Magellan Midstream Partners, L.P.
-$202.5K
0
-100%
增持
SHOP
Shopify, Inc.
-$202.0K
37,554
+8%
清仓
—
Invesco S&P 500 Equal Weight Health Care ETF
-$201.8K
0
-100%
减持
GOOG
Alphabet, Inc. C
+$200.5K
19,763
-1%
减持
PFF
iShares US Preferred Stock ETF
-$194.5K
112,904
-3%
减持
PG
Procter & Gamble Co.
-$191.1K
19,979
-2%
减持
VPU
Vanguard Utilities ETF
-$186.9K
7,915
-6%
减持
—
Elastic N.V.
+$185.9K
12,560
-3%
减持
—
BlackRock, Inc.
-$184.3K
3,589
-1%
增持
WTRG
Essential Utilities, Inc.
-$180.6K
32,474
+0%
减持
DIS
Walt Disney Co.
-$173.5K
7,239
-15%
清仓
IMNM
Immunome, Inc.
-$171.1K
0
-100%
减持
ABT
Abbott Laboratories
-$165.3K
12,933
-1%
减持
MDY
SPDR S&P MidCap 400 ETF
-$162.8K
5,246
-2%
清仓
GSBD
Goldman Sachs BDC, Inc.
-$159.8K
0
-100%
增持
—
ConocoPhillips, Inc.
+$157.0K
4,099
+27%
建仓
SPDN
Direxion Daily S&P 500 1x Bear ETF
+$154.3K
10,400
减持
JPST
JPMorgan Ultra-Short Income ETF
-$152.2K
16,965
-15%
增持
LMT
Lockheed Martin Corp.
-$143.4K
9,967
+9%
减持
SYK
Stryker Corp.
-$141.1K
3,475
-3%
减持
NEM
Newmont Mining Corp.
-$136.4K
20,341
-2%
增持
VERX
Vertex Inc
+$135.7K
33,067
+3%
减持
GDXJ
VanEck Junior Gold Miners ETF
-$123.4K
19,850
-7%
减持
MCD
McDonald's Corp.
-$123.2K
3,313
-1%
减持
TSLA
Tesla, Inc.
-$122.5K
7,162
-2%
增持
MUB
iShares S&P National Muni Bond ETF
+$110.1K
18,819
+10%
增持
—
Merck & Co.
-$106.8K
31,641
+9%
减持
CMCSA
Comcast Corp. A
+$88.6K
41,627
-2%
清仓
BVS
Bioventus Inc
-$86.7K
0
-100%
增持
—
Exxon Mobil Corp.
+$85.3K
6,953
+2%
减持
JPM
J.P. Morgan Chase & Co.
-$82.2K
25,189
-2%
增持
EMR
Emerson Electric Co.
+$75.5K
12,152
+0%
减持
VUG
Vanguard Growth ETF
-$74.8K
1,042
-18%
减持
—
SPDR S&P 500 ETF
-$69.5K
3,400
-1%
增持
KO
Coca-Cola Company
-$64.4K
15,396
+0%
增持
PAYX
Paychex, Inc.
+$63.1K
18,059
+0%
增持
BA
The Boeing Company
+$55.2K
2,261
+26%
减持
JAAA
Janus Henderson AAA CLO ETF
-$54.2K
6,500
-15%
减持
NFLX
Netflix, Inc.
-$51.8K
796
-1%
增持
CAT
Caterpillar, Inc.
+$50.0K
1,844
+0%
增持
ITB
iShares U.S. Home Construction ETF
-$46.5K
6,995
+0%
增持
FNX
First Trust Mid Cap Core AlphaDEX ETF
-$43.8K
11,520
+0%
减持
—
Invesco QQQ ETF
-$43.0K
2,865
-1%
减持
LLY
Eli Lilly & Co.
+$40.8K
667
-1%
增持
AXP
American Express Co.
-$40.4K
1,617
+0%
增持
CSCO
Cisco Systems, Inc.
+$40.1K
19,623
+0%
建仓
XTNT
Xtant Medical Holdings, Inc.
+$38.4K
34,928
减持
MMM
3M Company
-$38.4K
3,615
-4%
减持
SMH
VanEck Semiconductor ETF
-$33.3K
3,534
-1%
减持
WM
Waste Management, Inc.
-$32.3K
1,380
-1%
增持
EEM
iShares MSCI Emerging Markets Index Fund ETF
+$30.3K
10,695
+13%
减持
EFA
iShares MSCI EAFE Index Fund ETF
-$29.9K
5,808
-2%
增持
META
Meta Platforms, Inc.
+$27.9K
1,911
+0%
减持
INTC
Intel Corp.
-$25.6K
17,995
-10%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$25.4K
33,995
+5%
增持
SPMD
SPDR Mid Cap ETF
-$19.0K
26,541
+3%
减持
WMT
Walmart, Inc.
-$18.7K
15,871
-2%
增持
GS
Goldman Sachs Group, Inc.
+$17.7K
15,039
+0%
增持
VT
Vanguard Total World Stock Index ETF
+$16.9K
2,584
+12%
建仓
—
Signa Sports United Bv
+$13.8K
50,000
增持
ICF
iShares Cohen & Steers REIT ETF
+$7.2K
4,325
+15%
增持
—
Global-E Online, Ltd.
+$5.3K
63,825
+3%
减持
NVDA
NVIDIA Corp.
+$1.8K
7,493
-3%
增持
RIO
Rio Tinto Group
-$529
6,219
+0%
增持
—
Jaguar Health Inc
+$336
39,000
+105%
