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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 126 项
建仓 17
增持 43
减持 63
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
CRWD
CrowdStrike Holdings, Inc.
-$2.7M
25,371
-1%
减持
AAPL
Apple, Inc.
+$2.6M
136,525
-2%
清仓
—
Elastic N.V.
-$1.3M
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
LMT
Lockheed Martin Corp.
+$1.2M
11,737
-3%
建仓
AUR
Aurora Innovation Inc
+$1.2M
200,000
减持
KKR
KKR & Co.
+$1.2M
63,263
-6%
减持
GOOGL
Alphabet, Inc. A
-$1.1M
60,178
-1%
减持
GDX
VanEck Gold Miners ETF
+$1.1M
215,883
-3%
增持
UTG
Reaves Utility Income Fund
+$1.1M
174,661
+2%
减持
HD
The Home Depot, Inc.
+$1.0M
19,550
-2%
减持
SCHW
The Charles Schwab Corp.
-$1.0M
36,451
-20%
减持
DVY
iShares Select Dividend ETF
+$838.5K
66,633
-1%
减持
GLDM
SPDR Gold MiniShares ETF
+$811.9K
155,128
-2%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$777.6K
90,935
+11%
减持
KMI
Kinder Morgan, Inc.
+$763.9K
520,106
-4%
减持
SPSM
iShares Core S&P Small-Cap ETF
+$712.2K
73,979
-1%
增持
MSFT
Microsoft Corp.
+$670.7K
24,243
+11%
增持
—
Eaton Corp.
+$659.0K
7,583
+28%
增持
TSLA
Tesla, Inc.
+$613.6K
9,619
+0%
减持
LOW
Lowe's Companies, Inc.
+$613.0K
12,674
-1%
减持
WMT
Walmart, Inc.
+$606.8K
50,008
-1%
建仓
TJX
The TJX Companies, Inc.
+$590.8K
5,026
减持
ZS
Zscaler, Inc.
-$519.9K
15,875
-6%
减持
BX
Blackstone Group, Inc.
+$494.3K
22,736
-6%
减持
MOAT
VanEck Morningstar Wide Moat ETF
+$491.6K
69,325
-4%
减持
—
BlackRock, Inc.
+$481.2K
3,355
-2%
增持
—
Medtronic plc
+$478.3K
17,914
+24%
增持
META
Meta Platforms, Inc.
+$468.5K
5,877
+2%
增持
BRK/B
Berkshire Hathaway, Inc. B
+$443.4K
8,240
+0%
减持
FNF
Fidelity National Financial, Inc.
+$415.6K
39,545
-4%
减持
SHOP
Shopify, Inc.
+$389.0K
34,896
-4%
建仓
APD
Air Products & Chemicals, Inc.
+$361.8K
1,215
减持
VPU
Vanguard Utilities ETF
+$361.7K
18,370
-4%
减持
—
Global-E Online, Ltd.
-$353.2K
57,875
-19%
减持
TTD
The Trade Desk, Inc.
+$343.8K
49,165
-5%
增持
MDLZ
Mondelez International, Inc.
+$341.8K
23,328
+11%
增持
ORCL
Oracle Corp.
+$341.4K
10,723
+2%
增持
AMZN
Amazon.com, Inc.
-$338.4K
73,754
+1%
建仓
IVV
iShares Core S&P 500 ETF
+$335.7K
582
增持
—
Invesco S&P 500 Equal Weight ETF
+$330.0K
13,271
+6%
减持
—
Merck & Co.
-$320.0K
29,688
-0%
建仓
IBM
IBM
+$302.0K
1,366
减持
TFC
Truist Financial Corp.
+$299.9K
111,080
-3%
增持
GOOG
Alphabet, Inc. C
-$294.1K
18,921
+0%
减持
REGN
Regeneron Pharmaceuticals, Inc.
-$293.6K
3,047
-8%
减持
DE
Deere & Co.
+$286.0K
8,637
-3%
减持
JNJ
Johnson & Johnson
+$278.5K
35,153
-5%
建仓
VEA
Vanguard Developed Markets Index ETF
+$274.2K
5,192
增持
MUB
iShares S&P National Muni Bond ETF
+$270.8K
30,534
+7%
减持
CMI
Cummins, Inc.
+$261.5K
6,615
-3%
减持
V
Visa, Inc.
+$258.8K
20,814
-0%
建仓
—
Direxion Daily NVDA Bear 1X ETF
+$244.8K
33,300
建仓
NOC
Northrop Grumman Corp.
+$232.4K
440
建仓
BABA
Alibaba Group Holding, Ltd.
+$232.2K
2,188
增持
SPMD
SPDR Mid Cap ETF
+$229.2K
32,993
+7%
增持
HRTS
Tema GLP-1, Obesity & Cardiometabolic ETF
+$228.1K
158,695
+4%
建仓
—
First Resource Bank
+$224.9K
15,511
建仓
PLTR
Palantir Technologies, Inc.
+$224.0K
6,022
减持
PAYX
Paychex, Inc.
+$223.5K
16,532
-2%
建仓
MO
Altria Group, Inc.
+$219.5K
4,301
增持
LLY
Eli Lilly & Co.
+$218.3K
925
+39%
减持
CAH
Cardinal Health, Inc.
+$214.9K
20,030
-1%
建仓
IWM
iShares Russell 2000 ETF
+$206.8K
936
减持
COST
Costco Wholesale Corp.
-$206.3K
10,663
-6%
清仓
QCOM
QUALCOMM, Inc.
-$204.6K
0
-100%
清仓
GME
Gamestop Corp Cl A New
-$203.6K
0
-100%
建仓
SCHX
Schwab U.S. Large-Cap ETF
+$201.0K
2,962
建仓
PM
Philip Morris International, Inc.
+$200.3K
1,650
建仓
AAPD
Direxion Daily AAPL 1x Inverse ETF
+$197.3K
12,000
增持
KO
Coca-Cola Co.
+$195.1K
15,905
+7%
减持
CMCSA
Comcast Corp. A
-$194.1K
31,971
-18%
增持
VWO
Vanguard Emerging Markets Stock Index ETF
+$186.6K
14,410
+25%
减持
BA
The Boeing Company
-$184.0K
1,737
-29%
减持
JPM
J.P. Morgan Chase & Co.
+$180.9K
23,942
-1%
减持
CWB
SPDR Bloomberg Convertible Securities ETF
+$180.5K
55,648
-2%
增持
IBIT
iShares Bitcoin Trust
+$178.6K
13,385
+50%
增持
CVX
Chevron Corp.
+$171.6K
24,311
+12%
增持
MSTR
MicroStrategy, Inc.
+$164.4K
5,330
+900%
减持
RIO
Rio Tinto Group
-$154.2K
3,145
-45%
减持
PFF
iShares US Preferred Stock ETF
-$146.4K
90,598
-9%
增持
NVDA
NVIDIA Corp.
+$141.2K
75,062
+3%
减持
PPL
PPL Corp.
+$137.1K
32,733
-4%
建仓
—
SFL Corporation Ltd.
+$135.1K
11,675
增持
BND
Vanguard Total Bond Market Index ETF
+$133.6K
5,405
+43%
减持
HON
Honeywell International, Inc.
-$128.8K
14,394
-1%
增持
CSCO
Cisco Systems, Inc.
+$126.7K
21,061
+1%
减持
BOTZ
Global X Robotics & A.I. ETF
+$117.3K
93,170
-0%
减持
PG
Procter & Gamble Co.
+$115.2K
19,320
-1%
减持
MDY
SPDR S&P MidCap 400 ETF
+$113.1K
4,755
-2%
减持
MMM
3M Company
+$112.4K
3,375
-1%
减持
GS
Goldman Sachs Group, Inc.
+$111.3K
13,651
-7%
增持
PEP
PepsiCo, Inc.
+$103.9K
13,617
+2%
增持
CAT
Caterpillar, Inc.
+$101.7K
1,748
+0%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$95.7K
13,050
-13%
减持
AMGN
Amgen, Inc.
+$94.9K
12,865
-1%
增持
JCPB
JPMorgan Core Plus Bond ETF
+$94.8K
12,625
+14%
增持
EFA
iShares MSCI EAFE Index Fund ETF
+$90.8K
6,586
+12%
减持
ABT
Abbott Laboratories
+$90.8K
12,044
-2%
增持
ANVS
Annovis Bio, Inc.
+$85.0K
34,474
+3%
减持
QUS
SPDR MSCI USA StrategicFactors ETF
-$83.7K
1,350
-33%
减持
AMT
American Tower Corp.
+$81.8K
14,487
-14%
减持
DIS
Walt Disney Co.
-$76.3K
5,699
-9%
增持
IJH
iShares S&P Mid Cap 400 Index ETF
+$65.9K
8,955
+6%
减持
—
SPDR S&P 500 ETF
+$63.5K
3,396
-2%
增持
EEM
iShares MSCI Emerging Markets Index Fund ETF
+$62.5K
11,295
+6%
减持
—
Unilever PLC ADR
+$55.3K
6,926
-3%
增持
AMD
Advanced Micro Devices, Inc.
+$53.7K
5,289
+5%
增持
JBND
JPMorgan Active Bond ETF
+$50.9K
10,340
+5%
减持
GDXJ
VanEck Junior Gold Miners ETF
+$45.3K
13,700
-7%
减持
FNX
First Trust Mid Cap Core AlphaDEX ETF
+$41.6K
10,420
-4%
增持
VT
Vanguard Total World Stock Index ETF
+$31.6K
3,152
+3%
减持
VERX
Vertex, Inc.
+$29.5K
31,720
-4%
减持
—
Invesco QQQ ETF
-$21.5K
2,391
-4%
增持
—
The Cigna Group
+$18.2K
961
+1%
减持
ALGN
Align Technology, Inc.
+$16.6K
3,160
-3%
减持
WTRG
Essential Utilities, Inc.
-$15.1K
26,459
-5%
减持
—
Exxon Mobil Corp.
+$14.8K
39,085
-1%
减持
NFLX
Netflix, Inc.
+$13.6K
749
-2%
增持
—
ConocoPhillips, Inc.
-$9.5K
5,341
+7%
增持
EMR
Emerson Electric Co.
-$9.1K
12,152
+0%
增持
WM
Waste Management, Inc.
-$7.8K
1,383
+0%
增持
KMB
Kimberly-Clark Corp.
+$6.8K
1,616
+0%
增持
—
Alerian MLP ETF
-$3.0K
48,764
+2%
增持
INTC
Intel Corp.
-$2.3K
22,820
+31%
减持
ICLN
iShares Global Clean Energy ETF
+$2.0K
18,202
-9%
增持
PSX
Phillips 66
+$1.2K
2,364
+8%
