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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 121 项
建仓 12
增持 49
减持 54
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
HRTS
Tema Cardiovascular & Metabolic ETF
+$4.3M
126,960
减持
AAPL
Apple, Inc.
-$3.5M
143,289
-2%
建仓
DE
Deere & Co.
+$2.7M
6,611
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
NVDA
NVIDIA Corp.
+$2.7M
7,046
-5%
减持
AMZN
Amazon.com, Inc.
+$1.9M
73,036
-2%
增持
BOTZ
Global X Robotics & A.I. ETF
+$1.8M
72,495
+293%
减持
CRWD
CrowdStrike Holdings, Inc.
+$1.4M
26,576
-5%
增持
MOAT
VanEck Morningstar Wide Moat ETF
+$1.3M
68,695
+20%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$1.3M
61,882
+47%
增持
AMT
American Tower Corp.
+$951.6K
16,567
+54%
增持
UTG
Reaves Utility Income Fund
+$936.5K
156,776
+27%
增持
TTD
The Trade Desk, Inc.
+$832.0K
53,000
+0%
减持
KKR
KKR & Co.
+$805.2K
70,028
-7%
减持
MSFT
Microsoft Corp.
+$795.7K
21,469
-2%
增持
KMI
Kinder Morgan, Inc.
+$743.5K
536,990
+4%
减持
COST
Costco Wholesale Corp.
+$698.7K
11,629
-2%
减持
—
Merck & Co.
+$690.9K
31,387
-1%
减持
JPM
J.P. Morgan Chase & Co.
+$672.6K
24,239
-1%
减持
GOOGL
Alphabet, Inc. A
+$627.0K
64,664
-1%
增持
—
Invesco S&P 500 Equal Weight ETF
+$622.4K
9,254
+55%
清仓
DEO
Diageo PLC ADR
-$607.5K
0
-100%
减持
HD
The Home Depot, Inc.
+$601.2K
20,148
-2%
增持
GLDM
SPDR Gold MiniShares ETF
+$576.8K
163,238
+1%
增持
BRK/B
Berkshire Hathaway, Inc. B
+$528.8K
8,253
+0%
增持
MUB
iShares S&P National Muni Bond ETF
+$528.0K
28,089
+22%
建仓
JBND
JP Morgan Active Bond
+$501.1K
9,540
减持
—
Pioneer Natural Resources Co.
+$474.0K
14,840
-2%
增持
WMT
Walmart, Inc.
+$463.1K
50,879
+209%
建仓
JCPB
JP Morgan Core Plus Bond
+$459.5K
9,850
减持
GS
Goldman Sachs Group, Inc.
+$444.2K
14,790
-0%
减持
UPS
United Parcel Service, Inc.
-$441.5K
19,804
-8%
增持
MOTI
VanEck Morningstar Int'l Moat ETF
+$435.1K
37,500
+60%
增持
CVX
Chevron Corp.
+$435.0K
21,990
+8%
增持
MCD
McDonald's Corp.
+$417.4K
5,216
+47%
增持
TSLA
Tesla, Inc.
-$413.8K
8,342
+10%
增持
V
Visa, Inc.
+$394.1K
20,841
+0%
减持
LOW
Lowe's Companies, Inc.
+$390.1K
12,786
-1%
建仓
IBIT
iShares Bitcoin Trust
+$349.5K
8,635
增持
LMT
Lockheed Martin Corp.
+$343.6K
11,533
+7%
清仓
JAAA
Janus Henderson AAA CLO ETF
-$324.4K
0
-100%
减持
—
Eaton Corp.
+$319.6K
5,989
-7%
减持
DVY
iShares Select Dividend ETF
+$317.3K
66,661
-1%
建仓
VTV
Vanguard Value Index ETF
+$294.6K
1,809
减持
PG
Procter & Gamble Co.
+$294.0K
19,599
-0%
建仓
QUS
SPDR MSCI USA StrategicFactors ETF
+$292.7K
2,010
建仓
IVV
iShares Core S&P 500 ETF
+$289.2K
550
减持
JNJ
Johnson & Johnson
-$272.6K
58,131
-4%
增持
META
Meta Platforms, Inc.
+$257.5K
1,951
+0%
减持
BA
The Boeing Company
-$249.8K
1,962
-19%
增持
—
Alerian MLP ETF
+$237.1K
47,224
+0%
建仓
SKYY
First Trust Cloud Computing ETF
+$229.4K
2,400
减持
TFC
Truist Financial Corp.
+$227.2K
118,533
-0%
增持
SMH
VanEck Semiconductor ETF
+$227.0K
3,846
+5%
减持
NKE
NIKE, Inc.
-$226.9K
9,621
-8%
减持
GDX
VanEck Gold Miners ETF
-$217.0K
228,798
-5%
建仓
CEG
Constellation Energy Group, Inc.
+$214.8K
1,162
增持
ORCL
Oracle Corp.
+$212.5K
10,523
+0%
清仓
BITO
ProShares Bitcoin Strategy ETF
-$210.0K
0
-100%
建仓
KMB
Kimberly-Clark Corp.
+$208.7K
1,613
建仓
PWR
Quanta Services, Inc.
+$207.8K
800
增持
DIS
Walt Disney Co.
+$197.2K
6,138
+0%
增持
EMR
Emerson Electric Co.
+$195.8K
12,142
+0%
减持
REGN
Regeneron Pharmaceuticals, Inc.
+$181.2K
3,352
-3%
减持
CAH
Cardinal Health, Inc.
+$175.3K
20,330
-2%
增持
SPMD
SPDR Mid Cap ETF
+$167.6K
30,362
+2%
增持
—
SPDR S&P 500 ETF
+$164.4K
3,440
+0%
增持
—
ConocoPhillips, Inc.
+$160.5K
4,999
+22%
减持
ADBE
Adobe, Inc.
-$152.4K
1,170
-6%
减持
BX
Blackstone Group, Inc.
-$149.7K
23,228
-5%
增持
VUG
Vanguard Growth Index ETF
+$149.0K
1,374
+32%
减持
GOOG
Alphabet, Inc. C
+$148.3K
19,266
-3%
减持
ALGN
Align Technology, Inc.
+$144.1K
3,307
-4%
减持
WTRG
Essential Utilities, Inc.
-$140.3K
28,726
-11%
增持
AMGN
Amgen, Inc.
+$127.5K
11,985
+5%
减持
IMNM
Immunome, Inc.
+$126.1K
12,465
-27%
增持
—
Exxon Mobil Corp.
+$111.9K
6,804
+0%
增持
AMD
Advanced Micro Devices
+$107.8K
2,537
+7%
增持
INTC
Intel Corp.
-$105.2K
17,352
+0%
增持
FNX
First Trust Mid Cap Core AlphaDEX ETF
+$105.1K
11,375
+0%
减持
MDY
SPDR S&P MidCap 400 ETF
+$103.2K
5,014
-5%
减持
VPU
Vanguard Utilities ETF
+$97.6K
19,570
-0%
减持
NFLX
Netflix, Inc.
+$94.6K
793
-0%
减持
CAT
Caterpillar, Inc.
+$94.3K
1,746
-5%
减持
RIO
Rio Tinto Group
-$92.2K
5,819
-6%
减持
NEM
Newmont Mining Corp.
-$91.3K
7,201
-15%
减持
GDXJ
VanEck Junior Gold Miners ETF
-$90.1K
17,100
-14%
增持
—
Medtronic plc
+$89.1K
14,364
+2%
减持
FNF
Fidelity National Financial, Inc.
+$88.7K
43,850
-0%
增持
—
Global-E Online, Ltd.
+$83.6K
71,175
+13%
清仓
SERA
Sera Prognostics
-$80.7K
0
-100%
减持
MDLZ
Mondelez International, Inc.
-$79.6K
22,238
-2%
减持
SPSM
iShares Core S&P Small-Cap ETF
+$69.0K
75,834
-1%
增持
FEX
First Trust Large Cap Core AlphaDEX ETF
+$68.8K
7,334
+0%
增持
AXP
American Express Co.
+$65.3K
1,618
+0%
减持
PFF
iShares US Preferred Stock ETF
+$57.4K
102,559
-2%
减持
—
Invesco QQQ ETF
+$54.5K
2,762
-3%
减持
PEP
PepsiCo, Inc.
+$53.1K
13,396
-1%
增持
VWO
Vanguard Emerging Markets Stock Index ETF
+$50.2K
13,442
+8%
减持
PPL
PPL Corp.
-$49.4K
34,524
-6%
增持
BSV
Vanguard Short-Term Bond Index ETF
+$48.0K
3,539
+22%
增持
WM
Waste Management, Inc.
+$47.1K
1,382
+0%
增持
IJH
iShares S&P Mid Cap 400 Index ETF
+$44.7K
8,410
+400%
增持
ABT
Abbott Laboratories
+$44.6K
12,338
+0%
减持
GMED
Globus Medical, Inc.
+$41.4K
179,223
-0%
减持
CWB
SPDR Bloomberg Convertible Securities ETF
+$37.2K
57,634
-0%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$36.7K
15,865
-5%
减持
SHOP
Shopify, Inc.
-$35.5K
38,027
-0%
增持
HON
Honeywell International, Inc.
-$32.9K
14,489
+1%
减持
ITB
iShares U.S. Home Construction ETF
-$31.8K
5,916
-16%
增持
EFA
iShares MSCI EAFE Index Fund ETF
+$31.4K
5,873
+1%
增持
CMCSA
Comcast Corp. A
+$29.8K
42,097
+3%
减持
—
BlackRock, Inc.
-$29.6K
3,459
-4%
减持
PAYX
Paychex, Inc.
+$29.6K
17,520
-2%
增持
VT
Vanguard Total World Stock Index ETF
+$29.0K
2,994
+2%
减持
—
Check Point Software Tech Com
+$16.3K
1,520
-0%
增持
CSCO
Cisco Systems, Inc.
-$11.2K
19,016
+0%
清仓
—
Jaguar Health Inc
-$5.9K
0
-100%
增持
BND
Vanguard Total Bond Market Index ETF
+$5.0K
3,780
+3%
清仓
—
Workhorse Group Inc
-$3.6K
0
-100%
增持
ICLN
iShares Global Clean Energy ETF
-$3.3K
19,927
+10%
减持
RSPH
Invesco S&P 500 Equal Weight Health Care ETF
+$1.2K
6,870
-6%
