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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 116 项
建仓 10
增持 45
减持 52
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
MOAT
VanEck Morningstar Wide Moat ETF
+$4.1M
57,370
+466%
建仓
UTG
Reaves Utility Income Fund
+$3.3M
123,044
清仓
TLT
iShares 20 Years Treasury Bonds ETF
-$3.0M
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.
+$2.5M
145,709
-2%
减持
CRWD
CrowdStrike Holdings, Inc.
+$2.4M
27,836
-0%
增持
AMZN
Amazon.com, Inc.
+$2.2M
74,384
+3%
清仓
DDOG
Datadog, Inc.
-$1.8M
0
-100%
增持
VPU
Vanguard Utilities ETF
+$1.7M
19,645
+148%
清仓
PFE
Pfizer, Inc.
-$1.6M
0
-100%
减持
KKR
KKR & Co.
+$1.5M
75,295
-1%
减持
PPL
PPL Corp.
-$1.5M
36,896
-65%
减持
CAH
Cardinal Health, Inc.
-$1.5M
20,830
-50%
增持
GDX
VanEck Gold Miners ETF
+$1.4M
240,298
+8%
增持
MSFT
Microsoft Corp.
+$1.4M
21,904
+1%
增持
TTD
The Trade Desk, Inc.
+$1.3M
52,825
+65%
增持
SPSM
iShares Core S&P Small-Cap ETF
+$1.2M
76,787
+2%
增持
TFC
Truist Financial Corp.
+$1.1M
118,993
+2%
减持
COST
Costco Wholesale Corp.
+$1.0M
11,849
-2%
增持
GMED
Globus Medical, Inc.
+$921.9K
179,623
+3%
增持
SHOP
Shopify, Inc.
+$920.8K
38,127
+2%
减持
GS
Goldman Sachs Group, Inc.
+$867.2K
14,862
-1%
增持
LMT
Lockheed Martin Corp.
+$826.6K
10,817
+9%
增持
GLDM
SPDR Gold MiniShares ETF
+$754.2K
161,667
+1%
增持
KMI
Kinder Morgan, Inc.
+$753.4K
516,149
+2%
增持
SCHW
The Charles Schwab Corp.
+$694.7K
48,400
+1%
减持
GOOGL
Alphabet, Inc. A
+$575.9K
65,369
-0%
增持
MUB
iShares S&P National Muni Bond ETF
+$564.7K
23,009
+22%
减持
HD
The Home Depot, Inc.
+$558.2K
20,568
-5%
减持
V
Visa, Inc.
+$548.3K
20,826
-2%
减持
JPM
J.P. Morgan Chase & Co.
+$529.5K
24,588
-2%
增持
MOTI
VanEck Morningstar Int'l Moat ETF
+$512.5K
23,500
+220%
减持
BX
Blackstone Group, Inc.
+$505.1K
24,451
-3%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$495.5K
42,129
+24%
减持
NVDA
NVIDIA Corp.
+$411.2K
7,412
-1%
减持
FNF
Fidelity National Financial, Inc.
+$406.1K
43,900
-1%
减持
NEM
Newmont Mining Corp.
-$402.2K
8,441
-59%
减持
HON
Honeywell International, Inc.
+$356.7K
14,337
-0%
减持
JNJ
Johnson & Johnson
-$338.5K
60,408
-4%
建仓
MSTR
MicroStrategy, Inc.
+$336.7K
533
减持
AMT
American Tower Corp.
+$319.2K
10,755
-12%
增持
—
Medtronic plc
+$297.7K
14,114
+28%
减持
—
Elastic N.V.
+$295.4K
11,675
-7%
增持
AMGN
Amgen, Inc.
+$293.4K
11,388
+2%
增持
MDY
SPDR S&P MidCap 400 ETF
+$291.1K
5,295
+1%
增持
SPMD
SPDR Mid Cap ETF
+$289.7K
29,801
+12%
增持
—
Alerian MLP ETF
+$255.2K
47,135
+14%
增持
CWB
SPDR Bloomberg Convertible Securities ETF
+$252.5K
57,829
+0%
清仓
—
Citigroup, Inc.
-$247.7K
0
-100%
建仓
—
Check Point Software Tech Com
+$233.0K
1,525
减持
INTC
Intel Corp.
+$231.9K
17,347
-4%
减持
DVY
iShares Select Dividend ETF
+$229.7K
67,343
-5%
减持
GIS
General Mills, Inc.
-$229.4K
23,125
-15%
建仓
CATH
Global X S&P 500 Catholic Values ETF
+$223.8K
3,860
建仓
BSV
Vanguard Short-Term Bond Index ETF
+$223.4K
2,900
建仓
RSPH
Invesco S&P 500 Equal Weight Health Care ETF
+$217.2K
7,295
减持
—
Pioneer Natural Resources Co.
-$214.5K
15,215
-4%
建仓
BITO
ProShares Bitcoin Strategy ETF
+$210.0K
10,250
增持
BA
The Boeing Company
+$195.1K
2,411
+7%
增持
—
Merck & Co.
+$193.3K
31,652
+0%
建仓
IMNM
Immunome, Inc.
+$181.5K
16,965
增持
—
SPDR S&P 500 ETF
+$181.3K
3,439
+1%
增持
MCD
McDonald's Corp.
+$180.4K
3,552
+7%
增持
—
Invesco S&P 500 Equal Weight ETF
+$170.9K
5,988
+10%
减持
ALGN
Align Technology, Inc.
-$168.6K
3,432
-6%
减持
—
Eaton Corp.
+$168.0K
6,449
-1%
增持
ITB
iShares U.S. Home Construction ETF
+$167.8K
7,046
+1%
减持
PFF
iShares US Preferred Stock ETF
-$156.0K
104,138
-8%
清仓
SPDN
Direxion Daily S&P 500 1x Bear ETF
-$154.3K
0
-100%
增持
BOTZ
Global X Robotics & A.I. ETF
+$150.0K
18,440
+21%
减持
—
Invesco QQQ ETF
+$145.2K
2,861
-0%
减持
—
Exxon Mobil Corp.
-$138.6K
6,792
-2%
减持
REGN
Regeneron Pharmaceuticals, Inc.
+$134.2K
3,467
-2%
减持
LOW
Lowe's Companies, Inc.
+$133.3K
12,882
-2%
增持
SMH
VanEck Semiconductor ETF
+$126.0K
3,650
+3%
减持
NKE
NIKE, Inc.
+$125.6K
10,418
-1%
减持
FNX
First Trust Mid Cap Core AlphaDEX ETF
+$123.5K
11,340
-2%
增持
AMD
Advanced Micro Devices
+$116.2K
2,375
+4%
增持
META
Meta Platforms, Inc.
+$116.2K
1,949
+2%
减持
ABT
Abbott Laboratories
+$105.2K
12,336
-5%
减持
PSA
Public Storage
+$97.1K
2,975
-3%
减持
CSCO
Cisco Systems, Inc.
-$94.7K
19,007
-3%
减持
WTRG
Essential Utilities, Inc.
+$89.8K
32,252
-1%
增持
TSLA
Tesla, Inc.
+$88.2K
7,567
+6%
减持
NFLX
Netflix, Inc.
+$86.5K
795
-0%
建仓
SERA
Sera Prognostics
+$80.7K
13,489
增持
ICLN
iShares Global Clean Energy ETF
+$77.1K
18,102
+29%
减持
FEX
First Trust Large Cap Core AlphaDEX ETF
+$65.4K
7,309
-0%
增持
VT
Vanguard Total World Stock Index ETF
+$61.1K
2,934
+14%
增持
WMT
Walmart, Inc.
+$60.0K
16,481
+4%
增持
ICF
iShares Cohen & Steers REIT ETF
+$54.7K
4,625
+7%
减持
CMCSA
Comcast Corp. A
-$50.6K
40,938
-2%
增持
CAT
Caterpillar, Inc.
+$42.2K
1,845
+0%
减持
PAYX
Paychex, Inc.
+$39.1K
17,815
-1%
清仓
XTNT
Xtant Medical Holdings, Inc.
-$38.4K
0
-100%
增持
WM
Waste Management, Inc.
+$36.9K
1,381
+0%
增持
CVX
Chevron Corp.
+$35.3K
20,338
+14%
减持
MMM
3M Company
+$34.9K
3,415
-6%
增持
LLY
Eli Lilly & Co.
+$34.6K
674
+1%
增持
PSX
Phillips 66
+$34.5K
2,193
+2%
增持
FSLR
First Solar Inc
+$33.9K
2,260
+3%
减持
DIS
Walt Disney Co.
-$32.9K
6,134
-15%
减持
—
Global-E Online, Ltd.
-$32.8K
63,175
-1%
减持
KO
Coca-Cola Company
+$30.7K
15,147
-2%
减持
PG
Procter & Gamble Co.
-$28.2K
19,694
-1%
减持
UPS
United Parcel Service, Inc.
-$20.2K
21,529
-1%
清仓
CLOV
Clover Health Invts Co
-$17.8K
0
-100%
减持
GLW
Corning, Inc.
-$15.5K
15,530
-3%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$14.2K
16,665
-2%
清仓
—
Signa Sports United Bv
-$13.8K
0
-100%
减持
BND
Vanguard Total Bond Market Index ETF
-$12.3K
3,665
-9%
清仓
—
Draganfly Inc
-$8.1K
0
-100%
减持
EMR
Emerson Electric Co.
+$7.8K
12,138
-0%
增持
PEP
PepsiCo, Inc.
+$6.7K
13,490
+0%
建仓
—
Workhorse Group Inc
+$3.6K
10,000
减持
JAAA
Janus Henderson AAA CLO ETF
-$2.7K
6,450
-1%
减持
BRK/B
Berkshire Hathaway, Inc. B
-$788
8,248
-2%
