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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 19
增持 72
减持 53
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple, Inc.
-$4.0M
134,251
-0%
增持
GDX
VanEck Gold Miners ETF
+$3.0M
225,169
+4%
增持
TTD
The Trade Desk, Inc.
-$2.8M
47,945
+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。
减持
AMZN
Amazon.com, Inc.
-$2.4M
69,886
-2%
减持
KKR
KKR & Co.
-$2.3M
55,612
-6%
减持
GOOGL
Alphabet, Inc. A
-$2.2M
58,535
-2%
增持
GLDM
SPDR Gold MiniShares ETF
+$1.9M
159,648
+4%
增持
PFE
Pfizer, Inc.
+$1.7M
76,582
+880%
增持
NVDA
Nvidia Corp.
-$1.6M
77,978
+4%
建仓
STZ
Constellation Brands, Inc.
+$1.4M
7,469
建仓
GTLB
GitLab, Inc.
+$1.3M
28,033
增持
PLTR
Palantir Technologies, Inc.
+$1.2M
19,389
+222%
减持
BX
Blackstone Group, Inc.
-$1.1M
18,129
-15%
减持
MOAT
VanEck Morningstar Wide Moat ETF
-$1.1M
65,310
-11%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$1.0M
118,146
+19%
建仓
SPYG
SPDR S&P 500 Growth ETF
+$1.0M
12,799
减持
TSLA
Tesla, Inc.
-$927.5K
6,137
-2%
增持
MSFT
Microsoft Corp.
-$909.8K
25,304
+2%
增持
—
Invesco S&P 500 Equal Weight ETF
+$908.5K
20,005
+37%
增持
—
Alerian MLP ETF
+$905.7K
71,828
+22%
减持
GS
Goldman Sachs Group, Inc.
-$886.2K
12,305
-7%
增持
NLR
VanEck Uranium & Nuclear ETF
+$863.0K
24,317
+115%
增持
V
Visa, Inc.
+$861.5K
21,098
+2%
增持
META
Meta Platforms, Inc.
+$832.0K
7,681
+25%
建仓
VIG
Vanguard Dividend Appreciation ETF
+$793.4K
4,090
建仓
VTI
Vanguard Total Stock Market Index ETF
+$744.4K
2,709
减持
BRK/B
Berkshire Hathaway, Inc. B
+$703.6K
8,998
-0%
增持
AMGN
Amgen, Inc.
+$675.5K
12,849
+1%
增持
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
+$675.1K
19,866
+217%
减持
GOOG
Alphabet, Inc. C
-$672.0K
19,390
-0%
减持
VERX
Vertex, Inc.
-$660.5K
29,470
-7%
增持
CVX
Chevron Corp.
+$658.6K
26,609
+2%
增持
DVY
iShares Select Dividend ETF
+$637.3K
69,338
+5%
建仓
BIBL
Inspire 100 ETF
+$560.8K
14,600
增持
LLY
Eli Lilly & Co.
+$557.4K
1,533
+67%
建仓
PTL
Inspire 500 ETF
+$503.5K
2,450
增持
LMT
Lockheed Martin Corp.
-$484.1K
13,304
+1%
减持
SHOP
Shopify, Inc.
-$469.0K
32,540
-3%
建仓
XAR
SPDR Aerospace & Defense ETF
+$456.4K
2,840
增持
VPU
Vanguard Utilities ETF
+$451.7K
19,775
+10%
减持
—
Eaton Corp.
-$448.6K
7,240
-1%
增持
KO
Coca-Cola Co.
+$448.1K
20,695
+25%
建仓
BLES
Inspire Global Hope ETF
+$433.0K
11,475
建仓
BIV
Vanguard Intermediate-Term Bond Index ETF
+$413.7K
5,403
建仓
SCHD
Schwab U.S. Dividend Equity ETF
+$404.6K
14,472
增持
HRTS
Tema GLP-1, Obesity & Cardiometabolic ETF
+$396.8K
178,603
+6%
建仓
SCHF
Schwab International Equity ETF
+$394.2K
19,930
减持
TFC
Truist Financial Corp.
-$384.5K
101,309
-3%
增持
EEM
iShares MSCI Emerging Markets Index Fund ETF
+$381.8K
19,545
+73%
增持
XLE
Energy Select Sector SPDR ETF
+$370.8K
6,725
+124%
增持
HD
The Home Depot, Inc.
-$368.3K
19,704
+1%
减持
JNJ
Johnson & Johnson
+$364.5K
35,581
-7%
增持
UTG
Reaves Utility Income Fund
+$361.6K
185,181
+4%
增持
EFA
iShares MSCI EAFE Index Fund ETF
+$355.2K
12,382
+43%
建仓
WWJD
Inspire International ETF
+$347.4K
11,300
建仓
ISMD
Inspire Small/Mid Cap ETF
+$341.2K
10,000
减持
—
Exxon Mobil Corp.
+$332.5K
38,346
-2%
减持
REGN
Regeneron Pharmaceuticals, Inc.
-$325.5K
3,712
-1%
减持
MOS
The Mosaic Co.
+$322.4K
136,475
-0%
增持
ENB
Enbridge, Inc.
+$313.4K
16,070
+71%
建仓
—
Invesco Global Listed Private Equity ETF
+$301.1K
4,700
增持
SPSM
iShares Core S&P Small-Cap ETF
-$294.7K
79,424
+6%
减持
CMI
Cummins, Inc.
-$291.2K
6,050
-4%
增持
JBND
JPMorgan Active Bond ETF
+$289.2K
19,960
+34%
减持
—
Merck & Co.
-$288.3K
29,241
-0%
减持
AMT
American Tower Corp.
+$278.0K
13,498
-7%
减持
AMD
Advanced Micro Devices, Inc.
-$276.0K
3,532
-33%
清仓
GME
Gamestop Corp Cl A New
-$271.6K
0
-100%
清仓
MRVL
Marvell Technology Group, LTD
-$266.7K
0
-100%
建仓
PM
Philip Morris International, Inc.
+$264.1K
1,664
增持
—
Medtronic plc
+$259.0K
20,495
+3%
减持
CAH
Cardinal Health, Inc.
+$254.0K
18,940
-5%
清仓
CCJ
Cameco Corp
-$248.8K
0
-100%
增持
MUNI
PIMCO Intermediate Muni Bond Active ETF
+$243.8K
17,675
+37%
增持
ABT
Abbott Laboratories
+$242.8K
12,273
+0%
减持
ALGN
Align Technology, Inc.
-$234.5K
2,606
-16%
清仓
MAR
Marriott International, Inc.
-$230.1K
0
-100%
建仓
TSPA
T Rowe Price US Equity Research ETF
+$221.5K
6,300
增持
AUR
Aurora Innovation, Inc.
+$221.5K
243,900
+8%
减持
DE
Deere & Co.
+$221.3K
8,158
-4%
增持
SPMD
SPDR Mid Cap ETF
+$218.3K
39,004
+20%
增持
ORCL
Oracle Corp.
-$218.0K
11,076
+4%
建仓
BABA
Alibaba Group Holding, Ltd.
+$213.8K
1,617
清仓
SCHX
Schwab U.S. Large-Cap ETF
-$209.7K
0
-100%
减持
MDY
SPDR S&P MidCap 400 ETF
-$208.2K
4,395
-2%
清仓
IWM
iShares Russell 2000 ETF
-$206.8K
0
-100%
建仓
DLR
Digital Realty Trust, Inc.
+$206.1K
1,438
增持
RTX
RTX Corp.
+$201.5K
5,125
+24%
增持
—
BlackRock, Inc.
-$200.6K
3,270
+2%
增持
IBIT
iShares Bitcoin Trust
-$196.4K
35,480
+1%
减持
FNF
Fidelity National Financial, Inc.
+$184.4K
36,920
-7%
减持
LOW
Lowe's Companies, Inc.
-$184.1K
12,478
-0%
减持
COST
Costco Wholesale Corp.
-$183.5K
9,711
-5%
减持
GDXJ
VanEck Junior Gold Miners ETF
+$163.6K
13,100
-4%
增持
JCPB
JPMorgan Core Plus Bond ETF
+$157.0K
24,120
+14%
增持
MINO
PIMCO Municipal Income Opportunities Active ETF
+$134.2K
14,610
+27%
减持
SMH
VanEck Semiconductor ETF
-$128.7K
3,797
-1%
增持
APD
Air Products & Chemicals, Inc.
+$128.0K
1,973
+26%
增持
IBM
IBM
+$123.3K
1,659
+26%
减持
CRWD
CrowdStrike Holdings, Inc.
-$123.0K
24,316
-4%
增持
PG
Procter & Gamble Co.
+$108.9K
19,683
+2%
增持
VTV
Vanguard Value Index ETF
+$105.4K
2,383
+32%
增持
PFF
iShares US Preferred Stock ETF
+$105.0K
97,150
+6%
增持
CSCO
Cisco Systems, Inc.
+$104.2K
21,901
+4%
减持
—
SPDR S&P 500 ETF
-$95.7K
3,305
-0%
增持
FSLR
First Solar Inc
-$94.9K
2,435
+7%
增持
EMR
Emerson Electric Co.
-$94.6K
13,160
+6%
减持
BA
The Boeing Company
-$94.4K
1,275
-28%
增持
—
Invesco QQQ ETF
-$94.1K
2,346
+0%
增持
WM
Waste Management, Inc.
+$87.8K
1,760
+11%
减持
ANVS
Annovis Bio, Inc.
-$85.5K
23,416
-2%
减持
MCD
McDonald's Corp.
+$83.8K
5,442
-2%
增持
MSTR
MicroStrategy, Inc.
+$79.8K
5,682
+6%
增持
WMT
Walmart, Inc.
-$78.4K
48,861
+1%
减持
CMCSA
Comcast Corp. A
-$75.4K
24,508
-6%
减持
ADBE
Adobe, Inc.
-$74.8K
1,121
-1%
增持
UNH
UnitedHealth Group, Inc.
+$73.5K
576
+28%
减持
ITB
iShares U.S. Home Construction ETF
-$71.0K
5,843
-4%
减持
WTRG
Essential Utilities, Inc.
+$68.2K
27,830
-2%
增持
NFLX
Netflix, Inc.
+$67.1K
762
+6%
增持
MMM
3M Company
+$61.2K
3,383
+0%
增持
DIS
Walt Disney Co.
-$60.0K
5,869
+2%
增持
BOTZ
Global X Robotics & A.I. ETF
-$59.1K
114,700
+10%
增持
MO
Altria Group, Inc.
+$54.9K
6,690
+1%
减持
SKYY
First Trust Cloud Computing ETF
-$52.8K
2,280
-5%
增持
—
The Cigna Group
+$52.4K
966
+1%
增持
PSX
Phillips 66
+$51.7K
2,600
+10%
减持
SCHW
The Charles Schwab Corp.
+$49.1K
32,453
-4%
减持
GLW
Corning, Inc.
-$48.1K
13,980
-3%
减持
JPM
J.P. Morgan Chase & Co.
-$47.9K
24,033
-3%
减持
IJH
iShares S&P Mid Cap 400 Index ETF
-$47.1K
8,755
-2%
增持
SYK
Stryker Corp.
+$40.1K
3,227
+0%
减持
KMI
Kinder Morgan, Inc.
-$38.9K
455,766
-4%
减持
PAYX
Paychex, Inc.
+$35.5K
14,988
-8%
增持
—
ConocoPhillips, Inc.
+$33.2K
5,360
+0%
减持
FEX
First Trust Large Cap Core AlphaDEX ETF
-$33.0K
6,634
-3%
减持
CEG
Constellation Energy Group, Inc.
-$33.0K
1,098
-3%
增持
—
Accenture plc
+$30.8K
934
+26%
减持
PSA
Public Storage
-$29.8K
3,027
-3%
增持
VT
Vanguard Total World Stock Index ETF
+$29.3K
3,479
+9%
减持
INTC
Intel Corp.
-$29.0K
13,838
-19%
增持
HON
Honeywell International, Inc.
-$28.7K
15,232
+6%
增持
PEP
PepsiCo, Inc.
-$26.2K
13,640
+0%
增持
CAT
Caterpillar, Inc.
-$26.0K
1,845
+5%
减持
VOO
Vanguard S&P 500 ETF
-$25.6K
965
-0%
增持
AXP
American Express Co.
+$23.2K
1,872
+16%
减持
PPL
PPL Corp.
+$22.6K
29,535
-8%
增持
—
SFL Corporation Ltd.
-$20.1K
12,100
+4%
增持
KMB
Kimberly-Clark Corp.
+$19.3K
1,626
+1%
增持
VUG
Vanguard Growth Index ETF
-$16.6K
1,476
+7%
