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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 25
增持 59
减持 57
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
JFLX
JPMorgan Flexible Debt ETF
+$18.5M
369,312
增持
AAPL
Apple, Inc.
+$6.9M
135,113
+1%
建仓
HOLA
JPMorgan International Hedged Equity ETF
+$4.2M
82,028
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
GDX
VanEck Gold Miners ETF
+$3.9M
164,754
-1%
减持
GOOGL
Alphabet, Inc. A
+$3.6M
57,410
-2%
清仓
TTD
The Trade Desk, Inc.
-$3.5M
0
-100%
增持
TSLA
Tesla, Inc.
+$2.8M
10,363
+83%
建仓
VRT
Vertiv Holdings Co.
+$2.7M
17,831
减持
NVDA
Nvidia Corp.
+$2.0M
80,160
-2%
清仓
—
Global-E Online, Ltd.
-$1.9M
0
-100%
减持
GLDM
SPDR Gold MiniShares ETF
+$1.5M
136,425
-0%
清仓
STZ
Constellation Brands, Inc.
-$1.3M
0
-100%
减持
GOOG
Alphabet, Inc. C
+$1.2M
19,093
-1%
增持
SHOP
Shopify, Inc.
+$1.1M
32,684
+0%
减持
PLTR
Palantir Technologies, Inc.
+$1.1M
24,398
-2%
增持
HD
The Home Depot, Inc.
+$910.8K
20,386
+2%
增持
OHI
Omega Healthcare Investors, Inc.
+$806.2K
69,438
+20%
增持
SPSM
iShares Core S&P Small-Cap ETF
+$799.1K
81,253
+0%
减持
JNJ
Johnson & Johnson
+$761.9K
32,199
-6%
建仓
—
Broadcom, Inc.
+$744.1K
2,255
减持
CRWD
CrowdStrike Holdings, Inc.
-$713.0K
23,350
-2%
增持
ORCL
Oracle Corp.
+$699.3K
11,096
+0%
增持
LMT
Lockheed Martin Corp.
+$677.7K
14,978
+2%
增持
DVY
iShares Select Dividend ETF
+$677.0K
71,278
+0%
减持
COST
Costco Wholesale Corp.
-$646.8K
9,365
-0%
减持
HRTS
Tema Heart & Health ETF
-$638.1K
140,340
-19%
减持
GTLB
GitLab, Inc.
-$636.3K
15,295
-48%
减持
MOAT
VanEck Morningstar Wide Moat ETF
-$613.9K
48,038
-16%
减持
UTG
Reaves Utility Income Fund
+$602.1K
190,855
-1%
减持
GS
Goldman Sachs Group, Inc.
+$574.1K
11,832
-5%
减持
JPM
J.P. Morgan Chase & Co.
+$554.6K
24,108
-1%
减持
AMT
American Tower Corp.
-$518.8K
12,317
-6%
建仓
IBDY
iShares iBonds Dec 2033 Term Corp. ETF
+$474.8K
18,100
建仓
IBDX
iShares iBonds Dec 2032 Term Corp. ETF
+$465.6K
18,175
增持
KMI
Kinder Morgan, Inc.
-$461.7K
448,265
+0%
减持
NLR
VanEck Uranium & Nuclear ETF
+$461.3K
25,372
-5%
增持
—
Alerian MLP ETF
+$456.7K
104,920
+15%
减持
DE
Deere & Co.
-$440.4K
8,104
-1%
增持
LOW
Lowe's Companies, Inc.
+$434.7K
12,866
+2%
清仓
ALGN
Align Technology, Inc.
-$428.1K
0
-100%
增持
BX
Blackstone Group, Inc.
+$415.8K
19,538
+0%
减持
CWB
SPDR Bloomberg Convertible Securities ETF
+$414.1K
54,852
-0%
减持
GLW
Corning, Inc.
+$395.2K
13,780
-1%
增持
CVX
Chevron Corp.
+$393.4K
30,717
+0%
增持
PFE
Pfizer, Inc.
+$389.5K
92,560
+14%
增持
MUB
iShares S&P National Muni Bond ETF
+$387.8K
34,390
+10%
减持
MSFT
Microsoft Corp.
+$369.4K
25,574
-1%
减持
KKR
KKR & Co.
-$340.3K
56,841
-2%
减持
PAYX
Paychex, Inc.
-$338.7K
15,244
-2%
增持
BOTZ
Global X Robotics & A.I. ETF
+$338.2K
119,785
+0%
建仓
IBDW
iShares iBonds Dec 2031 Term Corp. ETF
+$328.6K
15,485
增持
UNH
UnitedHealth Group, Inc.
+$325.7K
1,558
+129%
减持
GDXJ
VanEck Junior Gold Miners ETF
+$319.3K
10,800
-3%
清仓
—
The Cigna Group
-$317.7K
0
-100%
增持
WMT
Walmart, Inc.
+$315.7K
48,575
+1%
建仓
BA
The Boeing Company
+$315.5K
1,462
清仓
—
Defiance Daily Target 2X Long MSTR ETF
-$315.5K
0
-100%
建仓
SBIO
Alps Medical Breakthrough ETF
+$314.8K
8,100
减持
V
Visa, Inc.
-$297.2K
21,258
-0%
建仓
BABA
Alibaba Group Holding, Ltd.
+$289.0K
1,617
清仓
—
Accenture plc
-$279.2K
0
-100%
减持
CAH
Cardinal Health, Inc.
-$265.0K
18,450
-2%
减持
MOS
The Mosaic Co.
-$264.7K
135,505
-0%
增持
EFA
iShares MSCI EAFE Index Fund ETF
+$260.8K
14,844
+19%
增持
HON
Honeywell International, Inc.
-$260.3K
16,633
+3%
建仓
VCRM
Vanguard Core Tax Exempt Bond ETF
+$245.7K
3,265
清仓
TSPA
T Rowe Price US Equity Research ETF
-$245.0K
0
-100%
建仓
IBDZ
iShares iBonds Dec 2034 Term Corp. ETF
+$228.3K
8,625
增持
BRK/B
Berkshire Hathaway, Inc. B
+$227.3K
9,532
+1%
增持
—
Exxon Mobil Corp.
+$224.1K
39,527
+1%
建仓
IWY
iShares Russell Top 200 Growth ETF
+$221.7K
810
建仓
IWM
iShares Russell 2000 ETF
+$221.6K
916
建仓
ETHA
iShares Ethereum Trust ETF
+$218.2K
6,925
建仓
WELL
Welltower, Inc.
+$213.8K
1,200
建仓
VXF
Vanguard Extended Market Index Fund ETF
+$209.3K
1,000
清仓
KMB
Kimberly-Clark Corp.
-$208.9K
0
-100%
增持
—
Medtronic plc
+$207.0K
21,596
+2%
建仓
—
TE Connectivity, Ltd.
+$205.0K
934
建仓
—
Dell, Inc.
+$204.6K
1,443
建仓
—
Credo Technology Group
+$203.9K
1,400
建仓
BP
BP p.l.c.
+$203.7K
5,912
建仓
MRVL
Marvell Technology Group, LTD
+$203.0K
2,415
建仓
GLD
SPDR Gold Trust ETF
+$202.3K
569
建仓
QCOM
QUALCOMM, Inc.
+$201.5K
1,211
增持
—
Eaton Corp.
+$197.6K
7,334
+3%
减持
VPU
Vanguard Utilities ETF
+$185.4K
18,982
-2%
减持
XAR
SPDR Aerospace & Defense ETF
-$180.6K
2,140
-34%
增持
FNF
Fidelity National Financial, Inc.
+$180.6K
36,645
+1%
增持
CAT
Caterpillar, Inc.
+$173.8K
1,951
+0%
增持
INTC
Intel Corp.
+$161.2K
13,451
+4%
减持
SMH
VanEck Semiconductor ETF
+$159.4K
4,385
-4%
增持
ZS
Zscaler, Inc.
-$159.0K
11,245
+0%
增持
—
Lam Research Corp.
+$158.2K
4,083
+2%
减持
—
Invesco S&P 500 Equal Weight ETF
+$156.0K
20,345
-0%
增持
MCD
McDonald's Corp.
+$155.2K
5,764
+5%
增持
GME
Gamestop Corp Cl A New
+$148.4K
13,362
+51%
增持
—
Invesco QQQ ETF
+$131.9K
2,693
+0%
减持
—
SPDR S&P 500 ETF
+$131.5K
3,358
-1%
增持
META
Meta Platforms, Inc.
+$128.0K
9,068
+2%
减持
MDY
SPDR S&P MidCap 400 ETF
+$124.3K
4,299
-0%
减持
NFLX
Netflix, Inc.
-$122.0K
746
-2%
减持
SCHW
The Charles Schwab Corp.
+$118.0K
32,221
-1%
减持
—
Check Point Software Technologies, Ltd.
-$116.2K
1,545
-22%
增持
PG
Procter & Gamble Co.
-$112.2K
19,903
+0%
增持
PEP
PepsiCo, Inc.
+$107.1K
12,651
+0%
增持
ITB
iShares U.S. Home Construction ETF
+$102.7K
5,970
+3%
减持
TFC
Truist Financial Corp.
+$101.1K
92,786
-4%
减持
ADBE
Adobe, Inc.
-$96.1K
890
-16%
减持
FNX
First Trust Mid Cap Core AlphaDEX ETF
+$95.1K
10,095
-1%
增持
KO
Coca-Cola Co.
-$90.6K
20,653
+0%
减持
PFF
iShares US Preferred Stock ETF
+$76.8K
96,744
-0%
增持
CMCSA
Comcast Corp. A
-$75.3K
25,208
+4%
减持
SPMD
SPDR Mid Cap ETF
+$75.0K
39,636
-2%
减持
XLE
Energy Select Sector SPDR ETF
-$72.0K
8,332
-13%
减持
DIS
Walt Disney Co.
-$71.2K
5,279
-3%
增持
VTI
Vanguard Total Stock Market Index ETF
+$70.7K
2,798
+0%
增持
AMZN
Amazon.com, Inc.
+$67.8K
71,944
+0%
增持
AUR
Aurora Innovation, Inc.
+$67.8K
243,850
+3%
减持
GIS
General Mills, Inc.
-$64.7K
20,475
-3%
减持
—
Merck & Co.
+$64.4K
25,278
-3%
减持
MUNI
PIMCO Intermediate Muni Bond Active ETF
-$63.4K
20,375
-7%
减持
AMD
Advanced Micro Devices, Inc.
+$62.4K
3,453
-1%
减持
SPYG
SPDR S&P 500 Growth ETF
+$60.8K
11,777
-4%
减持
EMR
Emerson Electric Co.
-$59.7K
14,032
-2%
增持
VWO
Vanguard Emerging Markets Stock Index ETF
+$57.9K
12,202
+0%
增持
JBND
JPMorgan Active Bond ETF
+$55.8K
22,610
+4%
建仓
PRME
Prime Medicine Inc
+$55.4K
10,000
增持
JCPB
JPMorgan Core Plus Bond ETF
+$54.6K
25,020
+4%
增持
VIG
Vanguard Dividend Appreciation ETF
+$46.3K
4,142
+0%
增持
VT
Vanguard Total World Stock Index ETF
+$46.1K
3,649
+3%
减持
PPL
PPL Corp.
+$44.0K
27,687
-5%
减持
LLY
Eli Lilly & Co.
-$43.7K
2,177
-0%
增持
AMGN
Amgen, Inc.
+$43.5K
13,134
+0%
减持
ADP
Automatic Data Processing
-$42.0K
750
-12%
增持
CGCP
Capital Group Core Plus Income ETF
+$34.8K
15,571
+10%
减持
BSV
Vanguard Short-Term Bond Index ETF
-$34.3K
3,095
-13%
增持
WM
Waste Management, Inc.
+$30.9K
1,887
+12%
减持
—
Unilever PLC ADR
-$27.3K
4,725
-6%
增持
ABT
Abbott Laboratories
-$24.8K
12,154
+0%
增持
AXP
American Express Co.
+$24.8K
1,873
+0%
减持
PSA
Public Storage
-$21.0K
3,000
-1%
减持
REGN
Regeneron Pharmaceuticals, Inc.
-$19.6K
3,417
-8%
增持
VTV
Vanguard Value Index ETF
+$19.2K
1,912
+0%
增持
SCHX
Schwab U.S. Large-Cap ETF
+$18.1K
8,942
+1%
增持
VEA
Vanguard Developed Markets Index ETF
+$15.5K
5,166
+0%
增持
DLR
Digital Realty Trust, Inc.
+$15.2K
1,538
+7%
增持
CSCO
Cisco Systems, Inc.
-$13.1K
22,580
+1%
增持
SCHD
Schwab U.S. Dividend Equity ETF
+$11.6K
14,476
+0%
增持
CEG
Constellation Energy Group, Inc.
+$11.0K
1,080
+1%
减持
MINO
PIMCO Municipal Income Opportunities Active ETF
+$10.6K
20,100
-1%
