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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 142 项
建仓 19
增持 53
减持 61
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
MOS
The Mosaic Co.
+$3.4M
136,850
减持
AAPL
Apple, Inc.
+$2.0M
134,894
-1%
减持
AMZN
Amazon.com, Inc.
+$1.9M
71,455
-3%
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
CRWD
CrowdStrike Holdings, Inc.
+$1.6M
25,416
+0%
减持
KMI
Kinder Morgan, Inc.
+$1.6M
475,983
-8%
增持
IBIT
iShares Bitcoin Trust
+$1.4M
35,009
+162%
减持
GOOGL
Alphabet, Inc. A
+$1.3M
59,434
-1%
增持
GDX
VanEck Gold Miners ETF
-$1.3M
216,389
+0%
减持
NVDA
Nvidia Corp.
+$960.1K
75,028
-0%
建仓
NLR
VanEck Uranium & Nuclear ETF
+$918.7K
11,295
增持
JPM
J.P. Morgan Chase & Co.
+$894.7K
24,793
+4%
减持
GS
Goldman Sachs Group, Inc.
+$849.1K
13,286
-3%
减持
AMGN
Amgen, Inc.
-$817.6K
12,767
-1%
减持
V
Visa, Inc.
+$809.9K
20,670
-1%
减持
SHOP
Shopify, Inc.
+$779.3K
33,630
-4%
减持
—
Global-E Online, Ltd.
+$769.0K
54,900
-5%
增持
AMT
American Tower Corp.
-$709.8K
14,499
+0%
建仓
MUNI
PIMCO Intermediate Muni Bond Active ETF
+$667.3K
12,900
增持
MSTR
MicroStrategy, Inc.
+$659.5K
5,380
+1%
增持
GOOG
Alphabet, Inc. C
+$537.9K
19,436
+3%
增持
—
Alerian MLP ETF
+$526.8K
58,659
+20%
增持
REGN
Regeneron Pharmaceuticals, Inc.
-$523.3K
3,762
+23%
建仓
VOO
Vanguard S&P 500 ETF
+$521.5K
968
建仓
MINO
PIMCO Municipal Income Opportunities Active ETF
+$519.3K
11,525
减持
MUB
iShares S&P National Muni Bond ETF
-$494.4K
26,490
-13%
增持
HRTS
Tema GLP-1, Obesity & Cardiometabolic ETF
-$490.6K
167,703
+6%
减持
—
Merck & Co.
-$458.4K
29,282
-1%
减持
KKR
KKR & Co.
+$457.5K
58,943
-7%
建仓
IDXX
IDEXX Laboratories, Inc.
+$454.8K
1,100
增持
LMT
Lockheed Martin Corp.
-$434.3K
13,226
+13%
建仓
ENB
Enbridge, Inc.
+$398.6K
9,395
清仓
NEM
Newmont Mining Corp.
-$386.2K
0
-100%
增持
JCPB
JPMorgan Core Plus Bond ETF
+$368.6K
21,220
+68%
减持
CMCSA
Comcast Corp. A
-$355.7K
26,106
-18%
建仓
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
+$353.6K
6,271
增持
—
Exxon Mobil Corp.
-$353.5K
39,305
+1%
减持
LOW
Lowe's Companies, Inc.
-$338.5K
12,538
-1%
减持
HD
The Home Depot, Inc.
-$332.1K
19,511
-0%
减持
WMT
Walmart, Inc.
+$329.8K
48,345
-3%
增持
BOTZ
Global X Robotics & A.I. ETF
+$328.0K
104,020
+12%
减持
DVY
iShares Select Dividend ETF
-$326.1K
66,068
-1%
增持
MDLZ
Mondelez International, Inc.
-$304.3K
23,678
+2%
建仓
ZTS
Zoetis, Inc.
+$296.9K
1,822
增持
BRK/B
Berkshire Hathaway, Inc. B
+$296.0K
9,020
+9%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$294.9K
99,191
+9%
增持
HON
Honeywell International, Inc.
+$278.7K
14,406
+0%
减持
GIS
General Mills, Inc.
-$277.7K
22,425
-3%
建仓
GME
Gamestop Corp Cl A New
+$271.6K
8,667
减持
VPU
Vanguard Utilities ETF
-$271.3K
17,905
-3%
清仓
ICLN
iShares Global Clean Energy ETF
-$267.4K
0
-100%
建仓
MRVL
Marvell Technology Group, LTD
+$266.7K
2,415
建仓
BAC
Bank of America Corp.
+$264.4K
6,017
建仓
CGCP
Capital Group Core Plus Income ETF
+$260.3K
11,725
建仓
XLE
Energy Select Sector SPDR ETF
+$257.7K
3,008
建仓
CCJ
Cameco Corp
+$248.8K
4,841
清仓
—
Direxion Daily NVDA Bear 1X ETF
-$244.8K
0
-100%
增持
PEP
PepsiCo, Inc.
-$244.2K
13,622
+0%
减持
FNF
Fidelity National Financial, Inc.
-$235.8K
39,515
-0%
增持
AUR
Aurora Innovation Inc
+$234.8K
225,200
+13%
清仓
BABA
Alibaba Group Holding, Ltd.
-$232.2K
0
-100%
增持
META
Meta Platforms, Inc.
+$230.8K
6,140
+4%
建仓
MAR
Marriott International, Inc.
+$230.1K
825
建仓
UNH
UnitedHealth Group, Inc.
+$228.1K
451
清仓
RIO
Rio Tinto Group
-$223.9K
0
-100%
减持
ZS
Zscaler, Inc.
-$223.1K
13,805
-13%
清仓
BP
BP p.l.c.
-$219.7K
0
-100%
建仓
NET
Cloudflare, Inc.
+$217.3K
2,018
增持
JBND
JPMorgan Active Bond ETF
+$214.0K
14,910
+44%
清仓
QUS
SPDR MSCI USA StrategicFactors ETF
-$212.7K
0
-100%
增持
CVX
Chevron Corp.
+$212.6K
26,186
+8%
增持
EMR
Emerson Electric Co.
+$208.4K
12,405
+2%
建仓
PFE
Pfizer, Inc.
+$207.3K
7,815
清仓
PM
Philip Morris International, Inc.
-$200.3K
0
-100%
减持
TFC
Truist Financial Corp.
-$197.5K
104,964
-6%
清仓
AAPD
Direxion Daily AAPL 1x Inverse ETF
-$197.3K
0
-100%
减持
INTC
Intel Corp.
-$192.1K
17,120
-25%
减持
BX
Blackstone Group, Inc.
+$191.3K
21,302
-6%
增持
—
Invesco S&P 500 Equal Weight ETF
+$179.3K
14,592
+10%
增持
JNJ
Johnson & Johnson
-$160.7K
38,281
+9%
减持
ANVS
Annovis Bio, Inc.
-$157.3K
23,974
-30%
减持
MDY
SPDR S&P MidCap 400 ETF
-$155.9K
4,482
-6%
减持
ALGN
Align Technology, Inc.
-$155.2K
3,110
-2%
增持
PSA
Public Storage
-$146.8K
3,125
+5%
减持
CAH
Cardinal Health, Inc.
+$141.6K
19,915
-1%
减持
GLDM
SPDR Gold MiniShares ETF
-$137.3K
152,904
-1%
增持
PFF
iShares US Preferred Stock ETF
-$130.1K
91,618
+1%
减持
SCHW
The Charles Schwab Corp.
+$128.9K
33,662
-8%
增持
MO
Altria Group, Inc.
+$127.2K
6,630
+54%
增持
CSCO
Cisco Systems, Inc.
+$126.5K
21,069
+0%
减持
—
Unilever PLC ADR
-$125.2K
5,726
-17%
增持
ITB
iShares U.S. Home Construction ETF
-$124.7K
6,068
+3%
减持
VWO
Vanguard Emerging Markets Stock Index ETF
-$123.6K
12,851
-11%
减持
NFLX
Netflix, Inc.
+$112.3K
722
-4%
减持
LLY
Eli Lilly & Co.
-$110.8K
918
-1%
减持
—
BlackRock, Inc.
+$110.2K
3,215
-4%
增持
KO
Coca-Cola Co.
-$108.9K
16,609
+4%
增持
EFA
iShares MSCI EAFE Index Fund ETF
+$106.0K
8,686
+32%
减持
ADBE
Adobe, Inc.
-$101.1K
1,135
-3%
增持
PG
Procter & Gamble Co.
-$100.8K
19,359
+0%
减持
GMED
Globus Medical, Inc.
+$99.6K
156,223
-13%
减持
—
Eaton Corp.
-$96.6K
7,282
-4%
减持
MCD
McDonald's Corp.
-$94.0K
5,575
-1%
增持
APD
Air Products & Chemicals, Inc.
+$92.2K
1,565
+29%
增持
DIS
Walt Disney Co.
+$91.1K
5,741
+1%
增持
MOAT
VanEck Morningstar Wide Moat ETF
+$85.4K
73,405
+6%
减持
COST
Costco Wholesale Corp.
-$85.0K
10,224
-4%
减持
TTD
The Trade Desk, Inc.
+$68.3K
46,450
-6%
减持
SYK
Stryker Corp.
-$67.1K
3,225
-5%
增持
UTG
Reaves Utility Income Fund
-$66.4K
178,738
+2%
减持
ORCL
Oracle Corp.
-$60.6K
10,601
-1%
减持
PAYX
Paychex, Inc.
+$58.4K
16,237
-2%
增持
SPSM
iShares Core S&P Small-Cap ETF
-$52.5K
74,640
+1%
增持
CAT
Caterpillar, Inc.
-$49.2K
1,749
+0%
增持
BA
The Boeing Company
+$47.8K
1,762
+1%
减持
CMI
Cummins, Inc.
+$45.6K
6,275
-5%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$45.1K
12,250
-6%
减持
IVV
iShares Core S&P 500 ETF
-$43.1K
497
-15%
增持
AXP
American Express Co.
+$41.5K
1,619
+0%
减持
FNX
First Trust Mid Cap Core AlphaDEX ETF
-$40.9K
10,195
-2%
减持
PPL
PPL Corp.
-$39.0K
32,159
-2%
减持
CWB
SPDR Bloomberg Convertible Securities ETF
-$37.3K
54,241
-3%
增持
WM
Waste Management, Inc.
+$32.5K
1,584
+15%
增持
—
Medtronic plc
-$30.1K
19,813
+11%
减持
—
Invesco QQQ ETF
+$27.1K
2,336
-2%
减持
SPMD
SPDR Mid Cap ETF
-$26.1K
32,510
-1%
增持
NOC
Northrop Grumman Corp.
-$24.9K
442
+0%
增持
MSFT
Microsoft Corp.
-$23.3K
24,694
+2%
减持
FEX
First Trust Large Cap Core AlphaDEX ETF
-$20.0K
6,834
-3%
减持
—
First Resource Bank
-$18.1K
13,511
-13%
增持
KMB
Kimberly-Clark Corp.
-$18.0K
1,617
+0%
减持
IBM
IBM
-$12.7K
1,316
-4%
增持
SMH
VanEck Semiconductor ETF
-$12.4K
3,847
+0%
增持
ABT
Abbott Laboratories
+$12.1K
12,246
+2%
增持
WTRG
Essential Utilities, Inc.
+$11.4K
28,414
+7%
增持
ICF
iShares Cohen & Steers REIT ETF
-$9.7K
5,335
+6%
减持
ADP
Automatic Data Processing
-$9.4K
850
-9%
增持
SCHX
Schwab U.S. Large-Cap ETF
+$8.7K
9,047
+205%
减持
—
SPDR S&P 500 ETF
-$4.3K
3,317
-2%
增持
VT
Vanguard Total World Stock Index ETF
-$3.2K
3,184
+1%
减持
DE
Deere & Co.
+$3.1K
8,514
-1%
减持
GLW
Corning, Inc.
-$1.8K
14,480
-5%
减持
TSLA
Tesla, Inc.
+$1.3K
6,235
-35%
