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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 17
增持 70
减持 56
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
GLD
SPDR Gold Trust ETF
+$10.8M
127,027
+22225%
清仓
GLDM
SPDR Gold MiniShares ETF
-$10.4M
0
-100%
建仓
BINC
iShares Flexible Income Active ETF
+$4.9M
92,800
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。
建仓
BIZD
VanEck BDC Income ETF
+$4.8M
337,425
减持
GMED
Globus Medical, Inc.
+$3.6M
144,023
-8%
减持
GOOGL
Alphabet, Inc. A
+$3.4M
55,294
-4%
建仓
REMX
VanEck Rare Earth & Strategic Metals ETF
+$3.0M
40,510
减持
AAPL
Apple, Inc.
+$2.2M
134,825
-0%
增持
JFLX
JPMorgan Flexible Debt ETF
+$2.2M
413,979
+12%
清仓
FNF
Fidelity National Financial, Inc.
-$2.2M
0
-100%
减持
MOS
The Mosaic Co.
-$1.8M
120,262
-11%
增持
HD
The Home Depot, Inc.
-$1.2M
20,387
+0%
减持
GOOG
Alphabet, Inc. C
+$1.2M
18,679
-2%
增持
—
Alerian MLP ETF
+$982.8K
125,620
+20%
减持
ORCL
Oracle Corp.
-$977.4K
10,996
-1%
增持
VRT
Vertiv Holdings Co.
+$951.4K
22,476
+26%
增持
AMZN
Amazon.com, Inc.
+$949.9K
72,553
+1%
增持
MUB
iShares S&P National Muni Bond ETF
+$946.6K
43,029
+25%
增持
HOLA
JPMorgan International Hedged Equity ETF
+$924.6K
98,677
+20%
减持
ZS
Zscaler, Inc.
-$888.8K
11,030
-2%
增持
MSTR
Strategy, Inc.
-$854.8K
5,310
+3%
增持
MUNI
PIMCO Intermediate Muni Bond Active ETF
+$832.0K
36,200
+78%
减持
CAH
Cardinal Health, Inc.
+$808.2K
18,025
-2%
建仓
JMUB
JP Morgan Municipal ETF
+$808.0K
16,000
增持
MINO
PIMCO Municipal Income Opportunities Active ETF
+$766.8K
37,015
+84%
增持
LLY
Eli Lilly & Co.
+$719.4K
2,215
+2%
清仓
GTLB
GitLab, Inc.
-$689.5K
0
-100%
减持
REGN
Regeneron Pharmaceuticals, Inc.
+$666.0K
3,352
-2%
增持
—
Merck & Co.
+$655.5K
26,383
+4%
减持
UTG
Reaves Utility Income Fund
-$636.1K
189,328
-1%
减持
CRWD
CrowdStrike Holdings, Inc.
-$635.1K
23,072
-1%
增持
AMGN
Amgen, Inc.
+$633.4K
13,259
+1%
增持
MSFT
Microsoft Corp.
-$615.3K
26,117
+2%
减持
IBIT
iShares Bitcoin Trust ETF
-$613.4K
36,386
-2%
减持
AUR
Aurora Innovation, Inc.
-$550.4K
198,950
-18%
减持
GS
Goldman Sachs Group, Inc.
+$532.7K
11,326
-4%
减持
CMI
Cummins, Inc.
+$497.2K
5,980
-1%
增持
WMT
Walmart, Inc.
+$494.9K
49,377
+2%
减持
JNJ
Johnson & Johnson
-$481.1K
26,524
-18%
增持
COST
Costco Wholesale Corp.
-$480.6K
9,495
+1%
增持
ETHA
iShares Ethereum Trust
+$468.7K
30,625
+342%
增持
SBIO
Alps Medical Breakthrough ETF
+$436.9K
14,675
+81%
减持
—
Eaton Corp.
-$432.7K
7,259
-1%
增持
IVV
iShares Core S&P 500 ETF
+$432.6K
1,129
+122%
增持
META
Meta Platforms, Inc.
-$429.4K
9,438
+4%
减持
MDLZ
Mondelez International, Inc.
-$428.0K
19,165
-18%
减持
HRTS
Tema Heart & Health ETF
+$405.7K
134,560
-4%
减持
AMT
American Tower Corp.
-$375.1K
11,356
-8%
建仓
TSPA
T Rowe Price US Equity Research ETF
+$363.6K
8,500
建仓
—
iShares Gold TRUST
+$353.3K
4,352
减持
PLTR
Palantir Technologies, Inc.
-$353.0K
23,053
-6%
增持
KMI
Kinder Morgan, Inc.
-$349.3K
448,929
+0%
减持
BX
Blackstone Group, Inc.
-$344.1K
19,424
-1%
增持
TSLA
Tesla, Inc.
+$341.0K
11,006
+6%
建仓
ALAB
Astera Labs, Inc.
+$336.9K
2,025
增持
TFC
Truist Financial Corp.
+$324.3K
92,796
+0%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$309.7K
131,429
+4%
建仓
BXSL
Blackstone Secured Lending Fund
+$295.9K
11,240
建仓
DBEF
Deutsch X-Trackers MSCI EAFE ETF
+$292.9K
6,088
减持
HON
Honeywell International, Inc.
-$287.1K
16,475
-1%
建仓
FDIG
Fidelity Crypto Industry & Digital Payments ETF
+$276.8K
7,185
减持
—
Exxon Mobil Corp.
+$271.8K
39,292
-1%
减持
GDX
VanEck Gold Miners ETF
+$268.7K
149,888
-9%
减持
PAYX
Paychex, Inc.
-$266.3K
14,852
-3%
增持
—
BlackRock, Inc.
-$264.1K
3,315
+1%
增持
V
Visa, Inc.
+$261.7K
21,439
+1%
减持
PG
Procter & Gamble Co.
-$258.8K
19,534
-2%
增持
JPM
J.P. Morgan Chase & Co.
+$255.1K
24,392
+1%
建仓
—
FedEx Corp.
+$252.5K
874
减持
APD
Air Products & Chemicals, Inc.
-$251.2K
2,077
-26%
建仓
VB
Vanguard Small Cap Index ETF
+$240.7K
933
清仓
COIN
Coinbase Global, Inc.
-$224.4K
0
-100%
减持
LOW
Lowe's Companies, Inc.
-$223.8K
12,480
-3%
清仓
ADP
Automatic Data Processing
-$220.1K
0
-100%
建仓
IBDV
iShares iBonds Dec 2030 Term Corp. ETF
+$213.2K
9,660
建仓
DOCN
DigitalOcean Holdings, Inc.
+$211.7K
4,400
建仓
TCAF
T Rowe Price Capital Appreciation
+$210.2K
5,500
增持
AMD
Advanced Micro Devices, Inc.
+$206.5K
3,573
+3%
清仓
—
Dell, Inc.
-$204.6K
0
-100%
建仓
RIO
Rio Tinto Group
+$202.7K
2,533
清仓
QCOM
QUALCOMM, Inc.
-$201.5K
0
-100%
增持
CSCO
Cisco Systems, Inc.
+$195.0K
22,587
+0%
增持
—
Broadcom, Inc.
+$190.9K
2,701
+20%
减持
KKR
KKR & Co.
-$183.1K
56,506
-1%
减持
SHOP
Shopify, Inc.
-$182.3K
29,042
-11%
增持
BOTZ
Global X Robotics & A.I. ETF
+$175.4K
121,980
+2%
增持
OHI
Omega Healthcare Investors, Inc.
+$165.7K
69,855
+1%
增持
SPSM
iShares Core S&P Small-Cap ETF
+$164.0K
81,705
+1%
增持
NLR
VanEck Uranium & Nuclear ETF
-$162.8K
26,400
+4%
增持
IBDX
iShares iBonds Dec 2032 Term Corp. ETF
+$161.8K
24,575
+35%
减持
PFF
iShares US Preferred Stock ETF
-$155.9K
93,771
-3%
建仓
—
Ford Motor Co.
+$152.2K
11,600
增持
LMT
Lockheed Martin Corp.
-$149.5K
15,150
+1%
减持
—
Lam Research Corp.
+$148.2K
4,060
-1%
减持
CAT
Caterpillar, Inc.
+$129.8K
1,851
-5%
增持
EEM
iShares MSCI Emerging Markets Index Fund ETF
+$129.6K
21,445
+10%
增持
—
Medtronic plc
+$128.6K
22,750
+5%
减持
CWB
SPDR Bloomberg Convertible Securities ETF
-$124.4K
54,257
-1%
减持
MOAT
VanEck Morningstar Wide Moat ETF
+$121.8K
47,149
-2%
增持
IBDY
iShares iBonds Dec 2033 Term Corp. ETF
+$120.3K
22,765
+26%
增持
ICF
iShares Cohen & Steers REIT ETF
+$118.1K
7,370
+41%
增持
NFLX
Netflix, Inc.
-$114.2K
8,323
+1016%
减持
PSA
Public Storage
-$113.2K
2,903
-3%
增持
NVDA
Nvidia Corp.
+$111.5K
80,792
+1%
增持
IJH
iShares S&P Mid Cap 400 Index ETF
+$108.1K
10,295
+18%
增持
SCHD
Schwab U.S. Dividend Equity ETF
+$107.5K
18,328
+27%
增持
EFA
iShares MSCI EAFE Index Fund ETF
+$106.5K
15,555
+5%
增持
ABT
Abbott Laboratories
-$104.8K
12,156
+0%
减持
SMH
VanEck Semiconductor ETF
+$96.1K
4,241
-3%
增持
JBND
JPMorgan Active Bond ETF
+$95.3K
24,410
+8%
减持
FSLR
First Solar Inc
+$92.6K
2,410
-1%
增持
IBM
IBM Corp.
+$92.4K
1,994
+13%
减持
DE
Deere & Co.
-$91.7K
7,763
-4%
增持
CRM
Salesforce, Inc.
+$91.2K
1,133
+28%
减持
CMCSA
Comcast Corp. A
-$90.3K
23,477
-7%
减持
MDY
SPDR S&P MidCap 400 ETF
-$90.0K
4,098
-5%
增持
GME
Gamestop Corp Cl A New
-$89.8K
13,683
+2%
增持
JCPB
JPMorgan Core Plus Bond ETF
+$89.7K
27,020
+8%
增持
IBDW
iShares iBonds Dec 2031 Term Corp. ETF
+$81.4K
19,385
+25%
减持
SCHW
The Charles Schwab Corp.
+$78.1K
31,571
-2%
增持
KO
Coca-Cola Co.
+$76.0K
20,679
+0%
增持
—
Invesco QQQ ETF
+$75.9K
2,756
+2%
减持
PPL
PPL Corp.
-$74.1K
27,261
-2%
增持
PWR
Quanta Services, Inc.
+$73.1K
895
+22%
增持
PFE
Pfizer, Inc.
+$70.8K
97,560
+5%
增持
—
Invesco S&P 500 Equal Weight ETF
+$58.3K
20,452
+1%
减持
BND
Vanguard Total Bond Market Index ETF
-$55.9K
6,550
-10%
减持
MO
Altria Group, Inc.
-$55.7K
6,629
-0%
减持
BRK/B
Berkshire Hathaway, Inc. B
-$51.6K
9,431
-1%
增持
DVY
iShares Select Dividend ETF
-$41.7K
71,467
+0%
减持
ADBE
Adobe, Inc.
-$41.3K
779
-12%
减持
ZTS
Zoetis, Inc.
-$40.1K
1,800
-1%
增持
CVX
Chevron Corp.
+$39.9K
31,559
+3%
增持
IBDZ
iShares iBonds Dec 2034 Term Corp. ETF
+$38.4K
10,115
+17%
增持
SCHF
Schwab International Equity ETF
+$36.5K
21,086
+4%
减持
PEP
PepsiCo, Inc.
-$32.8K
12,151
-4%
减持
—
SPDR S&P 500 ETF
-$28.9K
3,238
-4%
减持
FEX
First Trust Large Cap Core AlphaDEX ETF
-$27.8K
6,314
-5%
增持
SPYG
SPDR S&P 500 Growth ETF
+$25.9K
11,778
+0%
增持
EMR
Emerson Electric Co.
+$22.1K
14,036
+0%
减持
CEG
Constellation Energy Group, Inc.
+$21.9K
1,068
-1%
增持
MCD
McDonald's Corp.
+$20.7K
5,799
+1%
减持
VTI
Vanguard Total Stock Market Index ETF
+$19.5K
2,797
-0%
减持
DIS
Walt Disney Co.
-$19.3K
5,143
-3%
增持
UNH
UnitedHealth Group, Inc.
+$18.7K
1,686
+8%
增持
VOO
Vanguard S&P 500 ETF
+$18.4K
1,033
+0%
减持
GDXJ
VanEck Junior Gold Miners ETF
+$17.1K
9,550
-12%
增持
VIG
Vanguard Dividend Appreciation ETF
+$17.1K
4,145
+0%
增持
UBER
Uber Technologies, Inc.
-$16.3K
2,511
+11%
增持
VEA
Vanguard Developed Markets Index ETF
+$15.1K
5,197
+1%
