STERLING INVESTMENT ADVISORS LLC /ADV
BOLIVAR MO · SEC CIK 0001009198
$2.23亿2026Q2 申报市值
38持仓数
75.2%前十大占比 · 第一大 17.9%
1 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IEFA 加仓+$79.89万
SGOV 加仓+$58.84万
QLTA 加仓+$37.89万
TIP 加仓+$29.55万
AGG 加仓+$28.71万
2026Q2 卖出最多 按季末市值估算
IEMG 减仓-$121.95万
WEC 清仓-$37.76万
IVV 减仓-$30.41万
IWM 减仓-$29.90万
CVX 清仓-$29.17万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -3,262 | -100.0% | -$37.76万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,410 | -100.0% | -$29.17万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,607 | -100.0% | -$27.26万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $21.66万 | 0.10% | 3,629 | 3,629 | — | $21.66万 | 新建仓 |
| AAPL | APPLE INC | $23.73万 | 0.11% | 820 | -120 | -12.8% | -$3.47万 | 减仓 |
| DVY | ISHARES TR | $24.37万 | 0.11% | 1,559 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $28.14万 | 0.13% | 2,737 | 31 | 1.1% | $3,188 | 加仓 |
| META | META PLATFORMS INC | $28.99万 | 0.13% | 514 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $32.51万 | 0.15% | 11,861 | 1 | 0.0% | $27 | 加仓 |
| MSFT | MICROSOFT CORP | $32.72万 | 0.15% | 877 | -34 | -3.7% | -$1.27万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $32.88万 | 0.15% | 3,570 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $33.33万 | 0.15% | 3,492 | 19 | 0.5% | $1,814 | 加仓 |
| NVDA | NVIDIA CORPORATION | $41.30万 | 0.19% | 2,063 | -453 | -18.0% | -$9.07万 | 减仓 |
| ITOT | ISHARES TR | $43.04万 | 0.19% | 2,620 | -26 | -1.0% | -$4,271 | 减仓 |
| IYW | ISHARES TR | $43.54万 | 0.20% | 1,726 | -172 | -9.1% | -$4.34万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $44.35万 | 0.20% | 6,224 | -30 | -0.5% | -$2,138 | 减仓 |
| IAU | ISHARES GOLD TR | $60.87万 | 0.27% | 8,061 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $96.84万 | 0.43% | 8,549 | 25 | 0.3% | $2,832 | 加仓 |
| STM | STMICROELECTRONICS N V | $109.38万 | 0.49% | 14,605 | 16 | 0.1% | $1,198 | 加仓 |
| IYR | ISHARES TR | $111.27万 | 0.50% | 10,882 | 248 | 2.3% | $2.54万 | 加仓 |
| IVW | ISHARES TR | $117.60万 | 0.53% | 8,550 | -969 | -10.2% | -$13.33万 | 减仓 |
| AVGO | BROADCOM INC | $229.32万 | 1.03% | 6,070 | 10 | 0.2% | $3,778 | 加仓 |
| IWM | ISHARES TR | $233.72万 | 1.05% | 7,778 | -995 | -11.3% | -$29.90万 | 减仓 |
| AGG | ISHARES TR | $405.37万 | 1.82% | 40,955 | 2,901 | 7.6% | $28.71万 | 加仓 |
| EFA | ISHARES TR | $439.79万 | 1.98% | 42,336 | 337 | 0.8% | $3.50万 | 加仓 |
| HYG | ISHARES TR | $440.77万 | 1.98% | 55,117 | 3,054 | 5.9% | $24.42万 | 加仓 |
| IVE | ISHARES TR | $521.93万 | 2.34% | 22,986 | -525 | -2.2% | -$11.92万 | 减仓 |
| — | ISHARES ETHEREUM TR | $522.37万 | 2.35% | 439,332 | 14,325 | 3.4% | $17.03万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $545.37万 | 2.45% | 81,023 | 1,901 | 2.4% | $12.80万 | 加仓 |
| IJR | ISHARES TR | $552.29万 | 2.48% | 37,238 | -173 | -0.5% | -$2.57万 | 减仓 |
| ISTB | ISHARES TR | $699.34万 | 3.14% | 144,939 | 3,359 | 2.4% | $16.21万 | 加仓 |
| TIP | ISHARES TR | $721.02万 | 3.24% | 65,888 | 2,700 | 4.3% | $29.55万 | 加仓 |
| STIP | ISHARES TR | $820.60万 | 3.69% | 80,324 | 2,385 | 3.1% | $24.37万 | 加仓 |
| QLTA | ISHARES TR | $857.93万 | 3.85% | 180,540 | 7,974 | 4.6% | $37.89万 | 加仓 |
| IJH | ISHARES TR | $937.51万 | 4.21% | 121,581 | -2,763 | -2.2% | -$21.31万 | 减仓 |
| LEMB | ISHARES INC | $1,197.36万 | 5.38% | 282,195 | 6,051 | 2.2% | $25.67万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,372.27万 | 6.16% | 62,968 | 414 | 0.7% | $9.02万 | 加仓 |
| SGOV | ISHARES TR | $1,898.72万 | 8.53% | 188,608 | 5,845 | 3.2% | $58.84万 | 加仓 |
| IEMG | ISHARES INC | $2,083.60万 | 9.36% | 251,520 | -14,721 | -5.5% | -$121.95万 | 减仓 |
| IVV | ISHARES TR | $2,878.12万 | 12.93% | 38,431 | -406 | -1.0% | -$30.41万 | 减仓 |
| IEFA | ISHARES TR | $3,979.97万 | 17.88% | 412,090 | 8,272 | 2.0% | $79.89万 | 加仓 |