小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 12
增持 74
减持 60
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
NVDA
Nvidia Corp.
+$4.5M
81,879
+5%
减持
CRWD
CrowdStrike Holdings, Inc.
+$3.6M
23,882
-2%
增持
MSFT
Microsoft Corp.
+$3.4M
25,887
+2%
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
AMZN
Amazon.com, Inc.
+$2.4M
71,694
+3%
增持
AAPL
Apple, Inc.
-$2.3M
134,283
+0%
增持
GMED
Globus Medical, Inc.
-$2.2M
157,023
+1%
增持
GS
Goldman Sachs Group, Inc.
+$2.1M
12,502
+2%
建仓
OHI
Omega Healthcare Investors, Inc.
+$2.1M
57,995
增持
META
Meta Platforms, Inc.
+$2.1M
8,849
+15%
增持
PLTR
Palantir Technologies, Inc.
+$1.8M
24,923
+29%
减持
GDX
VanEck Gold Miners ETF
-$1.7M
166,104
-26%
增持
KKR
KKR & Co.
+$1.3M
58,083
+4%
增持
GOOGL
Alphabet, Inc. A
+$1.3M
58,711
+0%
减持
MOS
The Mosaic Co.
+$1.3M
136,075
-0%
增持
NLR
VanEck Uranium & Nuclear ETF
+$1.2M
26,807
+10%
增持
JPM
J.P. Morgan Chase & Co.
+$1.2M
24,317
+1%
减持
ZS
Zscaler, Inc.
+$1.0M
11,240
-11%
增持
UTG
Reaves Utility Income Fund
+$933.8K
192,359
+4%
减持
GLDM
SPDR Gold MiniShares ETF
-$921.3K
136,742
-14%
减持
ORCL
Oracle Corp.
+$872.8K
11,075
-0%
增持
LMT
Lockheed Martin Corp.
+$856.7K
14,682
+10%
增持
TTD
The Trade Desk, Inc.
+$846.0K
48,195
+1%
增持
—
Alerian MLP ETF
+$736.5K
91,428
+27%
减持
JNJ
Johnson & Johnson
-$692.4K
34,097
-4%
增持
SHOP
Shopify, Inc.
+$648.9K
32,560
+0%
增持
BOTZ
Global X Robotics & A.I. ETF
+$641.4K
119,625
+4%
增持
IBIT
iShares Bitcoin Trust ETF
+$618.0K
37,230
+5%
减持
—
Eaton Corp.
+$579.1K
7,135
-1%
减持
—
Merck & Co.
-$567.5K
25,987
-11%
减持
CAH
Cardinal Health, Inc.
+$551.6K
18,815
-1%
增持
SPSM
iShares Core S&P Small-Cap ETF
+$550.9K
81,034
+2%
增持
HON
Honeywell International, Inc.
+$536.0K
16,152
+6%
建仓
JAAA
Janus Henderson AAA CLO ETF
+$501.9K
9,890
增持
MUB
iShares S&P National Muni Bond ETF
+$481.3K
31,340
+18%
增持
SMH
VanEck Semiconductor ETF
+$468.7K
4,560
+20%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$466.2K
126,950
+7%
增持
EMR
Emerson Electric Co.
+$457.6K
14,254
+8%
减持
MSTR
Strategy, Inc.
+$446.7K
5,157
-9%
增持
LLY
Eli Lilly & Co.
+$438.7K
2,187
+43%
减持
SCHW
The Charles Schwab Corp.
+$417.7K
32,421
-0%
清仓
BIV
Vanguard Intermediate-Term Bond Index ETF
-$413.7K
0
-100%
减持
REGN
Regeneron Pharmaceuticals, Inc.
-$413.3K
3,697
-0%
减持
WMT
Walmart, Inc.
+$400.8K
47,969
-2%
减持
AUR
Aurora Innovation, Inc.
-$393.6K
237,900
-2%
建仓
—
Lam Research Corp.
+$388.5K
3,991
增持
BX
Blackstone Group, Inc.
+$388.3K
19,537
+8%
减持
GOOG
Alphabet, Inc. C
+$388.2K
19,266
-1%
增持
—
Invesco QQQ ETF
+$385.1K
2,692
+15%
减持
PEP
PepsiCo, Inc.
-$375.5K
12,645
-7%
减持
MOAT
VanEck Morningstar Wide Moat ETF
-$372.4K
57,308
-12%
减持
FNF
Fidelity National Financial, Inc.
-$366.7K
36,320
-2%
增持
AMGN
Amgen, Inc.
-$340.2K
13,119
+2%
增持
CWB
SPDR Bloomberg Convertible Securities ETF
+$339.3K
55,045
+0%
增持
—
Exxon Mobil Corp.
-$328.0K
39,263
+2%
减持
DE
Deere & Co.
+$317.4K
8,154
-0%
建仓
—
Defiance Daily Target 2X Long MSTR ETF
+$315.5K
7,816
减持
NFLX
Netflix, Inc.
+$305.9K
759
-0%
减持
HRTS
Tema GLP-1, Obesity & Cardiometabolic ETF
-$257.6K
174,278
-2%
增持
—
SPDR S&P 500 ETF
+$256.8K
3,408
+3%
增持
MINO
PIMCO Municipal Income Opportunities Active ETF
+$246.6K
20,350
+39%
减持
GIS
General Mills, Inc.
-$243.7K
21,175
-6%
建仓
MA
Mastercard, Inc.
+$242.2K
431
增持
—
Invesco S&P 500 Equal Weight ETF
+$238.0K
20,378
+2%
建仓
COIN
Coinbase Global, Inc.
+$233.1K
665
增持
BRK/B
Berkshire Hathaway, Inc. B
-$227.4K
9,397
+4%
增持
XAR
SPDR Aerospace & Defense ETF
+$227.1K
3,240
+14%
增持
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
+$222.2K
22,994
+16%
增持
MUNI
PIMCO Intermediate Muni Bond Active ETF
+$217.5K
21,975
+24%
清仓
BA
The Boeing Company
-$217.5K
0
-100%
建仓
SCHX
Schwab U.S. Large-Cap ETF
+$217.4K
8,897
建仓
GME
Gamestop Corp Cl A New
+$216.1K
8,862
建仓
SCHB
Schwab U.S. Broad Market ETF
+$214.6K
9,005
清仓
BABA
Alibaba Group Holding, Ltd.
-$213.8K
0
-100%
减持
TSLA
Tesla, Inc.
+$213.2K
5,678
-7%
建仓
UBER
Uber Technologies, Inc.
+$211.0K
2,261
增持
CSCO
Cisco Systems, Inc.
+$206.5K
22,456
+3%
增持
PTL
Inspire 500 ETF
+$201.6K
3,075
+26%
建仓
CRM
Salesforce, Inc.
+$201.5K
739
增持
SPMD
SPDR Mid Cap ETF
+$195.6K
40,306
+3%
增持
XLE
Energy Select Sector SPDR ETF
+$188.0K
9,627
+43%
增持
WWJD
Inspire International ETF
+$187.2K
15,600
+38%
增持
PG
Procter & Gamble Co.
-$184.1K
19,899
+1%
增持
APD
Air Products & Chemicals, Inc.
+$180.2K
2,702
+37%
建仓
RYCEY
Rolls-Royce Holdings
+$173.9K
13,000
增持
ISMD
Inspire Small/Mid Cap ETF
+$166.9K
14,300
+43%
增持
V
Visa, Inc.
+$160.2K
21,277
+1%
增持
BIBL
Inspire 100 ETF
+$150.1K
17,200
+18%
减持
KMI
Kinder Morgan, Inc.
+$149.1K
447,350
-2%
增持
CAT
Caterpillar, Inc.
+$148.5K
1,950
+6%
减持
WTRG
Essential Utilities, Inc.
-$141.6K
25,808
-7%
减持
SPYG
SPDR S&P 500 Growth ETF
+$141.4K
12,275
-4%
增持
DVY
iShares Select Dividend ETF
+$140.1K
71,166
+3%
增持
BND
Vanguard Total Bond Market Index ETF
+$138.7K
7,275
+35%
减持
AMD
Advanced Micro Devices, Inc.
+$133.3K
3,497
-1%
减持
COST
Costco Wholesale Corp.
+$131.7K
9,410
-3%
增持
HD
The Home Depot, Inc.
+$128.2K
20,046
+2%
减持
CEG
Constellation Energy Group, Inc.
+$123.0K
1,067
-3%
增持
LOW
Lowe's Companies, Inc.
-$111.5K
12,614
+1%
增持
RTX
RTX Corp.
+$104.5K
5,365
+5%
增持
MCD
McDonald's Corp.
-$103.5K
5,464
+0%
增持
VTI
Vanguard Total Stock Market Index ETF
+$103.1K
2,789
+3%
增持
JBND
JPMorgan Active Bond ETF
+$100.5K
21,810
+9%
清仓
—
SFL Corporation Ltd.
-$99.2K
0
-100%
增持
EFA
iShares MSCI EAFE Index Fund ETF
+$98.8K
12,426
+0%
减持
DIS
Walt Disney Co.
+$96.3K
5,448
-7%
增持
—
Global-E Online, Ltd.
-$95.7K
55,500
+1%
减持
MDY
SPDR S&P MidCap 400 ETF
+$93.4K
4,304
-2%
减持
—
ConocoPhillips, Inc.
-$90.0K
5,270
-2%
增持
UNH
UnitedHealth Group, Inc.
-$89.5K
680
+18%
增持
VOO
Vanguard S&P 500 ETF
+$87.9K
1,028
+7%
减持
PPL
PPL Corp.
-$81.7K
29,060
-2%
增持
IBM
IBM Corp.
+$79.2K
1,668
+1%
增持
CVX
Chevron Corp.
-$74.8K
30,565
+15%
减持
VTV
Vanguard Value Index ETF
-$74.2K
1,909
-20%
减持
SYK
Stryker Corp.
+$73.1K
3,221
-0%
增持
TJX
The TJX Companies, Inc.
+$68.2K
5,525
+10%
减持
PSX
Phillips 66
-$59.9K
2,189
-16%
增持
STZ
Constellation Brands, Inc.
-$58.5K
8,066
+8%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$54.8K
11,350
-9%
增持
VIG
Vanguard Dividend Appreciation ETF
+$54.1K
4,141
+1%
增持
VT
Vanguard Total World Stock Index ETF
+$53.4K
3,554
+2%
增持
SCHF
Schwab International Equity ETF
+$52.3K
20,206
+1%
增持
FEX
First Trust Large Cap Core AlphaDEX ETF
+$51.4K
6,649
+0%
增持
CGCP
Capital Group Core Plus Income ETF
+$50.1K
14,175
+18%
减持
AMT
American Tower Corp.
-$49.7K
13,065
-3%
增持
PAYX
Paychex, Inc.
-$41.2K
15,613
+4%
减持
CMCSA
Comcast Corp. A
-$37.0K
24,301
-1%
减持
PM
Philip Morris International, Inc.
+$36.4K
1,650
-1%
减持
—
Unilever PLC ADR
-$33.5K
5,025
-12%
增持
IVV
iShares Core S&P 500 ETF
+$33.4K
509
+1%
减持
VPU
Vanguard Utilities ETF
+$32.2K
19,319
-2%
减持
MDLZ
Mondelez International, Inc.
-$30.8K
23,365
-1%
减持
BAC
Bank of America Corp.
+$30.3K
6,017
-1%
增持
PFE
Pfizer, Inc.
+$28.3K
81,226
+6%
减持
TFC
Truist Financial Corp.
-$27.8K
96,326
-5%
减持
ABT
Abbott Laboratories
+$24.7K
12,151
-1%
减持
INTC
Intel Corp.
-$24.2K
12,951
-6%
减持
KMB
Kimberly-Clark Corp.
-$22.3K
1,621
-0%
减持
KO
Coca-Cola Co.
-$21.8K
20,641
-0%
减持
VWO
Vanguard Emerging Markets Stock Index ETF
+$21.5K
12,195
-5%
减持
WM
Waste Management, Inc.
-$21.5K
1,686
-4%
增持
SCHD
Schwab U.S. Dividend Equity ETF
-$21.1K
14,474
+0%
减持
ADBE
Adobe, Inc.
-$19.8K
1,060
-5%
减持
ITB
iShares U.S. Home Construction ETF
-$18.8K
5,769
-1%
减持
PSA
Public Storage
-$18.4K
3,025
-0%
减持
MMM
3M Company
+$17.0K
3,375
-0%
减持
ZTS
Zoetis, Inc.
-$16.2K
1,822
-0%
减持
ALGN
Align Technology, Inc.
+$14.1K
2,261
-13%
减持
MO
Altria Group, Inc.
-$12.8K
6,630
-1%
减持
VUG
Vanguard Growth Index ETF
+$12.5K
1,277
-13%
