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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 15
增持 55
减持 68
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
DVY
iShares Select Dividend ETF
+$10.7M
266,000
+272%
清仓
BINC
iShares Flexible Income Active ETF
-$4.9M
0
-100%
减持
AAPL
Apple, Inc.
-$3.0M
132,495
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。
-2%
减持
GOOGL
Alphabet, Inc. A
-$2.2M
52,480
-5%
增持
VRT
Vertiv Holdings Co.
+$2.1M
22,855
+2%
增持
MSFT
Microsoft Corp.
-$1.9M
28,891
+11%
建仓
CAST
Freecast Inc
+$1.8M
402,271
增持
JPST
JPMorgan Ultra-Short Income ETF
+$1.8M
46,097
+306%
减持
—
Exxon Mobil Corp.
+$1.7M
38,082
-3%
减持
AMZN
Amazon.com, Inc.
-$1.7M
72,218
-0%
减持
KMI
Kinder Morgan, Inc.
+$1.7M
418,709
-7%
增持
REMX
VanEck Rare Earth & Strategic Metals ETF
+$1.6M
52,655
+30%
减持
CVX
Chevron Corp.
+$1.6M
30,875
-2%
增持
BIZD
VanEck BDC Income ETF
+$1.5M
491,575
+46%
增持
KKR
KKR & Co.
-$1.4M
62,492
+11%
减持
SHOP
Shopify, Inc.
-$1.4M
27,842
-4%
增持
—
Alerian MLP ETF
+$1.4M
138,120
+10%
增持
CRWD
CrowdStrike Holdings, Inc.
-$1.3M
24,483
+6%
减持
COST
Costco Wholesale Corp.
+$1.2M
9,383
-1%
减持
V
Visa, Inc.
-$1.1M
21,110
-2%
增持
PFE
Pfizer, Inc.
+$1.1M
124,752
+28%
减持
JPM
J.P. Morgan Chase & Co.
-$1.0M
23,247
-5%
减持
NVDA
Nvidia Corp.
-$1.0M
80,639
-0%
减持
ORCL
Oracle Corp.
-$1.0M
7,771
-29%
增持
MINO
PIMCO Municipal Income Opportunities Active ETF
+$966.7K
58,540
+58%
清仓
GIS
General Mills, Inc.
-$952.1K
0
-100%
减持
LMT
Lockheed Martin Corp.
+$871.3K
13,566
-10%
减持
TSLA
Tesla, Inc.
-$859.3K
11,003
-0%
减持
GS
Goldman Sachs Group, Inc.
-$829.2K
10,787
-5%
增持
ZS
Zscaler, Inc.
-$811.4K
11,900
+8%
减持
IBIT
iShares Bitcoin Trust ETF
-$803.6K
26,104
-28%
减持
GOOG
Alphabet, Inc. C
-$764.8K
17,767
-5%
清仓
AUR
Aurora Innovation, Inc.
-$764.0K
0
-100%
增持
MUB
iShares S&P National Muni Bond ETF
+$761.2K
50,589
+18%
增持
META
Meta Platforms, Inc.
-$755.8K
9,568
+1%
增持
JFLX
JPMorgan Flexible Debt ETF
+$744.3K
433,541
+5%
增持
JMUB
JP Morgan Municipal ETF
+$731.7K
30,800
+93%
增持
HON
Honeywell International, Inc.
+$697.5K
17,306
+5%
增持
UTG
Reaves Utility Income Fund
+$632.8K
192,424
+2%
减持
WMT
Walmart, Inc.
+$632.5K
49,353
-0%
增持
BX
Blackstone Group, Inc.
+$612.1K
31,361
+61%
增持
NLR
VanEck Uranium & Nuclear ETF
+$592.3K
29,065
+10%
建仓
—
Accenture plc
+$577.4K
2,912
减持
MOAT
VanEck Morningstar Wide Moat ETF
-$566.2K
44,639
-5%
减持
GLW
Corning, Inc.
+$557.5K
12,330
-4%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$524.2K
141,976
+8%
建仓
VTEC
Vanguard California Muni ETF
+$495.4K
5,000
增持
MUNI
PIMCO Intermediate Muni Bond Active ETF
+$487.8K
45,700
+26%
减持
DE
Deere & Co.
+$486.2K
7,279
-6%
增持
PLTR
Palantir Technologies, Inc.
+$459.2K
31,152
+35%
减持
PAYX
Paychex, Inc.
-$444.4K
13,262
-11%
增持
BXSL
Blackstone Secured Lending Fund
+$414.0K
29,970
+167%
减持
TFC
Truist Financial Corp.
-$412.8K
90,356
-3%
减持
HD
The Home Depot, Inc.
-$403.6K
20,103
-1%
增持
SBIO
Alps Medical Breakthrough ETF
+$401.1K
22,025
+50%
建仓
CGMM
Capital Group US Small & Midcap
+$379.3K
12,920
减持
ETHA
iShares Ethereum Trust ETF
-$373.9K
19,775
-35%
减持
—
BlackRock, Inc.
-$371.5K
3,304
-0%
减持
—
Merck & Co.
+$356.9K
26,053
-1%
减持
GDX
VanEck Gold Miners ETF
-$344.2K
136,338
-9%
增持
HOLA
JPMorgan International Hedged Equity ETF
+$343.8K
104,538
+6%
减持
ABT
Abbott Laboratories
-$337.3K
11,550
-5%
增持
LLY
Eli Lilly & Co.
-$333.9K
2,225
+0%
减持
HRTS
Tema Heart & Health ETF
-$330.4K
131,160
-3%
增持
SPMD
SPDR Mid Cap ETF
+$306.4K
43,407
+11%
清仓
CRM
Salesforce, Inc.
-$300.2K
0
-100%
建仓
RBLD
First Trust Alerian US NextGen Infrastructure ETF
+$291.7K
3,595
清仓
—
Check Point Software Technologies, Ltd.
-$286.7K
0
-100%
增持
BOTZ
Global X Robotics & A.I. ETF
-$284.6K
124,465
+2%
减持
—
Medtronic plc
-$283.3K
21,951
-4%
减持
XLE
Energy Select Sector SPDR ETF
+$272.8K
16,624
-0%
清仓
ADBE
Adobe, Inc.
-$272.6K
0
-100%
建仓
AMAT
Applied Materials, Inc.
+$265.2K
776
建仓
GPZ
VanEck Alternative Asset Manager ETF
+$257.7K
12,000
建仓
EPD
Enterprise Product Partners, L.P.
+$255.2K
6,745
减持
BRK/B
Berkshire Hathaway, Inc. B
-$252.3K
9,366
-1%
减持
CAT
Caterpillar, Inc.
+$244.1K
1,841
-1%
建仓
—
Dell, Inc.
+$240.3K
1,464
建仓
HOOD
Robinhood Markets, Inc.
+$239.6K
3,458
减持
—
Eaton Corp.
+$239.6K
7,134
-2%
清仓
DLR
Digital Realty Trust, Inc.
-$237.9K
0
-100%
建仓
GILD
Gilead Sciences, Inc.
+$231.0K
1,657
增持
PEP
PepsiCo, Inc.
+$226.4K
12,688
+4%
减持
VPU
Vanguard Utilities ETF
+$218.9K
18,832
-1%
清仓
—
TE Connectivity, Ltd.
-$212.5K
0
-100%
建仓
SCHE
Schwab Emerging Markets Equity ETF
+$212.4K
6,445
减持
CMCSA
Comcast Corp. A
-$211.4K
17,077
-27%
清仓
TCAF
T Rowe Price Capital Appreciation
-$210.2K
0
-100%
建仓
RBRK
Rubrik Inc
+$208.1K
4,250
清仓
MRVL
Marvell Technology Group, LTD
-$205.2K
0
-100%
清仓
UBER
Uber Technologies, Inc.
-$205.2K
0
-100%
减持
AMGN
Amgen, Inc.
+$202.2K
12,909
-3%
清仓
—
Credo Technology Group
-$201.4K
0
-100%
减持
SCHW
The Charles Schwab Corp.
-$201.3K
31,421
-0%
增持
CSCO
Cisco Systems, Inc.
+$200.3K
25,006
+11%
减持
—
Invesco QQQ ETF
-$193.4K
2,598
-6%
增持
—
Lam Research Corp.
+$187.4K
4,130
+2%
减持
FSLR
First Solar Inc
-$183.8K
2,260
-6%
减持
DIS
Walt Disney Co.
-$183.3K
4,169
-19%
建仓
COLD
Americold Realty Trust, Inc.
+$176.8K
15,425
减持
SPSM
iShares Core S&P Small-Cap ETF
+$176.5K
80,410
-2%
减持
REGN
Regeneron Pharmaceuticals, Inc.
-$175.1K
3,122
-7%
减持
GLD
SPDR Gold Trust ETF
-$174.3K
114,915
-10%
减持
CAH
Cardinal Health, Inc.
-$172.1K
16,715
-7%
建仓
SBET
Sharplink Gaming Inc
+$158.0K
24,500
减持
UNH
UnitedHealth Group, Inc.
-$147.3K
1,513
-10%
增持
CWB
SPDR Bloomberg Convertible Securities ETF
+$135.4K
54,361
+0%
减持
IBM
IBM Corp.
-$131.6K
1,894
-5%
减持
FNX
First Trust Mid Cap Core AlphaDEX ETF
-$124.6K
8,945
-11%
减持
—
SPDR S&P 500 ETF
-$114.2K
3,220
-1%
减持
KO
Coca-Cola Co.
+$104.2K
20,379
-1%
增持
SPYG
SPDR S&P 500 Growth ETF
-$103.5K
11,779
+0%
减持
PSA
Public Storage
-$102.4K
2,403
-17%
减持
SKYY
First Trust Cloud Computing ETF
-$97.4K
2,000
-18%
增持
BP
BP p.l.c.
+$94.3K
6,376
+8%
增持
PPL
PPL Corp.
+$93.4K
27,438
+1%
减持
SYK
Stryker Corp.
-$93.4K
3,161
-2%
减持
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
-$92.4K
20,956
-3%
增持
FDIG
Fidelity Crypto Industry & Digital Payments ETF
+$89.8K
11,185
+56%
减持
GDXJ
VanEck Junior Gold Miners ETF
-$86.1K
8,335
-13%
增持
—
FedEx Corp.
+$85.6K
949
+9%
增持
EMR
Emerson Electric Co.
+$84.7K
14,865
+6%
增持
—
Broadcom, Inc.
-$83.3K
2,752
+2%
减持
AMT
American Tower Corp.
-$80.9K
11,083
-2%
减持
ENB
Enbridge, Inc.
+$77.0K
15,620
-3%
增持
RTX
RTX Corp.
+$76.2K
5,496
+2%
减持
INTC
Intel Corp.
+$75.2K
12,951
-4%
增持
VCRM
Vanguard Core Tax Exempt Bond
+$71.9K
4,240
+30%
增持
ALAB
Astera Labs, Inc.
+$71.4K
3,725
+84%
减持
MOS
The Mosaic Co.
+$70.3K
116,368
-3%
减持
LOW
Lowe's Companies, Inc.
-$66.2K
12,457
-0%
增持
NOC
Northrop Grumman Corp.
+$63.1K
441
+6%
减持
ITB
iShares U.S. Home Construction ETF
-$61.4K
5,671
-5%
增持
SCHD
Schwab U.S. Dividend Equity ETF
+$59.6K
18,329
+0%
减持
APD
Air Products & Chemicals, Inc.
-$58.7K
1,564
-25%
增持
TJX
The TJX Companies, Inc.
+$54.4K
5,655
+2%
增持
MCD
McDonald's Corp.
+$43.9K
5,844
+1%
减持
CMI
Cummins, Inc.
+$43.8K
5,755
-4%
减持
MDY
SPDR S&P MidCap 400 ETF
+$41.2K
4,076
-1%
增持
GME
Gamestop Corp Cl A New
+$40.6K
13,689
+0%
增持
RIO
Rio Tinto Group
+$39.2K
2,593
+2%
增持
VTI
Vanguard Total Stock Market Index ETF
-$35.5K
2,813
+1%
增持
MMM
3M Company
-$34.5K
3,400
+3%
减持
NET
Cloudflare, Inc.
-$33.0K
1,768
-12%
减持
NFLX
Netflix, Inc.
-$32.3K
7,780
-7%
减持
MDLZ
Mondelez International, Inc.
-$30.0K
17,378
-9%
增持
VT
Vanguard Total World Stock Index ETF
+$28.7K
3,936
+8%
增持
AMD
Advanced Micro Devices, Inc.
-$28.2K
3,623
+1%
增持
IBDX
iShares iBonds Dec 2032 Term Corp. ETF
+$25.2K
25,825
+5%
增持
JCPB
JPMorgan Core Plus Bond ETF
+$24.5K
27,695
+2%
