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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 110 项
建仓 3
增持 46
减持 55
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple, Inc.
+$4.7M
138,801
-3%
清仓
—
Pioneer Natural Resources Co.
-$3.9M
0
-100%
减持
JNJ
Johnson & Johnson
-$3.8M
37,071
-36%
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
—
Exxon Mobil Corp.
+$3.8M
39,670
+483%
建仓
ZS
Zscaler, Inc.
+$3.2M
16,825
清仓
UPS
United Parcel Service, Inc.
-$2.9M
0
-100%
增持
NVDA
NVIDIA Corp.
+$2.6M
72,643
+931%
增持
META
Meta Platforms, Inc.
+$1.9M
5,743
+194%
减持
GOOGL
Alphabet, Inc. A
+$1.3M
60,976
-6%
减持
CRWD
CrowdStrike Holdings, Inc.
+$1.3M
25,546
-4%
清仓
MOTI
VanEck Morningstar Int'l Moat ETF
-$1.2M
0
-100%
减持
COST
Costco Wholesale Corp.
+$1.1M
11,363
-2%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$1.1M
81,756
+32%
减持
AMZN
Amazon.com, Inc.
+$906.7K
72,864
-0%
清仓
NKE
NIKE, Inc.
-$904.2K
0
-100%
增持
KMI
Kinder Morgan, Inc.
+$876.8K
539,770
+1%
减持
HD
The Home Depot, Inc.
-$844.4K
19,999
-1%
增持
HRTS
Tema Obesity & Cardiometabolic ETF
+$764.5K
153,090
+21%
增持
MSFT
Microsoft Corp.
+$728.5K
21,839
+2%
增持
AMGN
Amgen, Inc.
+$642.8K
12,963
+8%
增持
DE
Deere & Co.
+$602.9K
8,881
+34%
增持
BOTZ
Global X Robotics & A.I. ETF
+$572.1K
93,295
+29%
减持
SHOP
Shopify, Inc.
-$527.0K
36,451
-4%
减持
GOOG
Alphabet, Inc. C
+$524.1K
18,850
-2%
增持
—
Invesco S&P 500 Equal Weight ETF
+$480.2K
12,464
+35%
减持
GS
Goldman Sachs Group, Inc.
+$469.9K
14,697
-1%
减持
—
Merck & Co.
-$450.2K
29,817
-5%
增持
UTG
Reaves Utility Income Fund
+$441.9K
170,886
+9%
减持
SPSM
iShares Core S&P Small-Cap ETF
-$440.8K
74,446
-2%
增持
LOW
Lowe's Companies, Inc.
-$437.3K
12,790
+0%
增持
TSLA
Tesla, Inc.
+$436.6K
9,617
+15%
减持
TTD
The Trade Desk, Inc.
+$413.8K
51,675
-3%
增持
LMT
Lockheed Martin Corp.
+$385.5K
12,057
+5%
减持
WMT
Walmart, Inc.
+$370.0K
50,677
-0%
增持
AMD
Advanced Micro Devices, Inc.
+$356.2K
5,019
+98%
减持
V
Visa, Inc.
-$352.3K
20,817
-0%
减持
ALGN
Align Technology, Inc.
-$297.4K
3,260
-1%
减持
CMCSA
Comcast Corp. A
-$295.4K
39,059
-7%
减持
FNF
Fidelity National Financial, Inc.
-$289.9K
41,250
-6%
清仓
IVV
iShares Core S&P 500 ETF
-$289.2K
0
-100%
减持
GDX
VanEck Gold Miners ETF
+$285.4K
221,633
-3%
减持
REGN
Regeneron Pharmaceuticals, Inc.
+$270.5K
3,327
-1%
增持
INTC
Intel Corp.
-$228.8K
17,359
+0%
清仓
RSPH
Invesco S&P 500 Equal Weight Health Care ETF
-$218.4K
0
-100%
减持
ANVS
Annovis Bio, Inc.
-$216.2K
33,474
-3%
建仓
QCOM
QUALCOMM, Inc.
+$204.6K
1,027
建仓
GME
Gamestop Corp Cl A New
+$203.6K
8,247
减持
MDY
SPDR S&P MidCap 400 ETF
-$194.1K
4,851
-3%
减持
—
BlackRock, Inc.
-$180.0K
3,435
-1%
减持
MDLZ
Mondelez International, Inc.
-$179.9K
21,038
-5%
减持
IMNM
Immunome, Inc.
-$173.7K
11,065
-11%
减持
TFC
Truist Financial Corp.
-$169.4K
114,570
-3%
减持
CMI
Cummins, Inc.
-$167.5K
6,790
-2%
减持
PAYX
Paychex, Inc.
-$156.5K
16,826
-4%
减持
PFF
iShares US Preferred Stock ETF
-$148.5K
100,062
-2%
增持
FSLR
First Solar Inc
+$133.7K
2,285
+1%
减持
SCHW
The Charles Schwab Corp.
-$133.6K
45,700
-6%
增持
PEP
PepsiCo, Inc.
-$132.8K
13,410
+0%
增持
HON
Honeywell International, Inc.
+$130.2K
14,537
+0%
增持
RTX
RTX Corp.
+$128.8K
4,125
+41%
减持
CWB
SPDR Bloomberg Convertible Securities ETF
-$128.0K
56,641
-2%
增持
DIS
Walt Disney Co.
-$126.5K
6,290
+2%
减持
BRK/B
Berkshire Hathaway, Inc. B
-$121.4K
8,233
-0%
增持
ABT
Abbott Laboratories
-$120.0K
12,341
+0%
增持
—
Medtronic plc
-$117.3K
14,414
+0%
减持
FNX
First Trust Mid Cap Core AlphaDEX ETF
-$110.4K
10,865
-4%
增持
ITB
iShares U.S. Home Construction ETF
-$87.0K
5,917
+0%
减持
SYK
Stryker Corp.
-$86.7K
3,400
-2%
增持
—
SPDR S&P 500 ETF
+$86.0K
3,464
+1%
减持
GLDM
SPDR Gold MiniShares ETF
+$84.3K
157,842
-3%
减持
GLW
Corning, Inc.
+$81.8K
15,280
-2%
减持
LLY
Eli Lilly & Co.
+$76.8K
664
-1%
增持
BA
The Boeing Company
+$69.5K
2,462
+25%
增持
—
Check Point Software Tech Com
+$67.5K
1,920
+26%
增持
BX
Blackstone Group, Inc.
-$64.2K
24,129
+4%
减持
CVX
Chevron Corp.
-$60.1K
21,792
-1%
增持
—
Alerian MLP ETF
+$60.0K
47,963
+2%
减持
VWO
Vanguard Emerging Markets Stock Index ETF
-$58.6K
11,492
-15%
增持
CAT
Caterpillar, Inc.
-$57.9K
1,747
+0%
增持
JCPB
JP Morgan Core Plus Bond
+$54.8K
11,100
+13%
增持
MOAT
VanEck Morningstar Wide Moat ETF
+$53.7K
71,925
+5%
减持
PG
Procter & Gamble Co.
+$51.2K
19,592
-0%
增持
DVY
iShares Select Dividend ETF
-$49.6K
67,463
+1%
减持
FEX
First Trust Large Cap Core AlphaDEX ETF
-$45.6K
7,034
-4%
减持
VPU
Vanguard Utilities ETF
+$45.3K
19,170
-2%
增持
CSCO
Cisco Systems, Inc.
+$45.1K
20,926
+10%
增持
SPMD
SPDR Mid Cap ETF
-$44.6K
30,699
+1%
增持
NEM
Newmont Mining Corp.
+$44.5K
7,226
+0%
增持
IBIT
iShares Bitcoin Trust
-$44.4K
8,935
+3%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$42.6K
15,015
-5%
增持
MCD
McDonald's Corp.
-$39.5K
5,616
+8%
增持
EMR
Emerson Electric Co.
-$39.1K
12,147
+0%
减持
GDXJ
VanEck Junior Gold Miners ETF
-$39.1K
14,800
-13%
减持
KKR
KKR & Co.
+$37.7K
67,286
-4%
减持
—
Invesco QQQ ETF
-$37.6K
2,481
-10%
减持
NFLX
Netflix, Inc.
+$36.0K
767
-3%
减持
WTRG
Essential Utilities, Inc.
-$28.7K
27,742
-3%
增持
MUB
iShares S&P National Muni Bond ETF
+$23.8K
28,589
+2%
减持
KO
Coca-Cola Co.
+$21.2K
14,893
-2%
增持
ICF
iShares Cohen & Steers REIT ETF
+$21.0K
5,025
+9%
减持
—
Eaton Corp.
-$18.3K
5,914
-1%
增持
VT
Vanguard Total World Stock Index ETF
+$14.8K
3,069
+3%
增持
KMB
Kimberly-Clark Corp.
+$14.5K
1,615
+0%
增持
AMT
American Tower Corp.
+$13.8K
16,911
+2%
增持
JBND
JP Morgan Active Bond
+$13.0K
9,840
+3%
减持
CEG
Constellation Energy Group, Inc.
+$12.9K
1,137
-2%
减持
JPM
J.P. Morgan Chase & Co.
+$12.6K
24,066
-1%
减持
—
Global-E Online, Ltd.
-$9.3K
71,075
-0%
减持
RIO
Rio Tinto Group
+$7.2K
5,735
-1%
减持
PPL
PPL Corp.
-$4.7K
34,204
-1%
