STERLING INVESTMENT ADVISORS LLC /ADV
BOLIVAR MO · SEC CIK 0001009198
$2.08亿2026Q1 申报市值
40持仓数
73.9%前十大占比 · 第一大 17.5%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ISHARES ETHEREUM 加仓+$229.62万
IVV 加仓+$61.86万
SGOV 加仓+$50.14万
EXXON MOBIL CORP 新建仓+$27.26万
TIP 加仓+$23.47万
2026Q1 卖出最多 按季末市值估算
IEFA 减仓-$96.56万
IEMG 减仓-$83.07万
GNR 减仓-$68.50万
IVE 减仓-$9.88万
EFA 减仓-$3.89万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $3,655.77万 | 17.54% | 403,818 | -10,666 | -2.6% | -$96.56万 | 减仓 |
| IVV | ISHARES TR | $2,536.92万 | 12.17% | 38,837 | 947 | 2.5% | $61.86万 | 加仓 |
| IEMG | ISHARES INC | $1,857.03万 | 8.91% | 266,241 | -11,909 | -4.3% | -$83.07万 | 减仓 |
| SGOV | ISHARES TR | $1,839.70万 | 8.83% | 182,763 | 4,981 | 2.8% | $50.14万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,227.32万 | 5.89% | 62,554 | 1,089 | 1.8% | $21.37万 | 加仓 |
| LEMB | ISHARES INC | $1,126.67万 | 5.41% | 276,144 | 1,530 | 0.6% | $6.24万 | 加仓 |
| IJH | ISHARES TR | $839.70万 | 4.03% | 124,344 | -362 | -0.3% | -$2.44万 | 减仓 |
| QLTA | ISHARES TR | $821.24万 | 3.94% | 172,566 | 3,847 | 2.3% | $18.31万 | 加仓 |
| STIP | ISHARES TR | $806.13万 | 3.87% | 77,939 | 555 | 0.7% | $5.74万 | 加仓 |
| TIP | ISHARES TR | $697.35万 | 3.35% | 63,188 | 2,127 | 3.5% | $23.47万 | 加仓 |
| ISTB | ISHARES TR | $686.10万 | 3.29% | 141,580 | 2,942 | 2.1% | $14.26万 | 加仓 |
| — | ISHARES ETHEREUM TR | $672.79万 | 3.23% | 425,007 | 145,054 | 51.8% | $229.62万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $590.81万 | 2.83% | 79,122 | -9,174 | -10.4% | -$68.50万 | 减仓 |
| IVE | ISHARES TR | $496.45万 | 2.38% | 23,511 | -468 | -2.0% | -$9.88万 | 减仓 |
| IJR | ISHARES TR | $465.06万 | 2.23% | 37,411 | -157 | -0.4% | -$1.95万 | 减仓 |
| HYG | ISHARES TR | $414.22万 | 1.99% | 52,063 | 888 | 1.7% | $7.07万 | 加仓 |
| EFA | ISHARES TR | $407.94万 | 1.96% | 41,999 | -400 | -0.9% | -$3.89万 | 减仓 |
| AGG | ISHARES TR | $377.77万 | 1.81% | 38,054 | 1,410 | 3.8% | $14.00万 | 加仓 |
| IWM | ISHARES TR | $217.58万 | 1.04% | 8,773 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $187.56万 | 0.90% | 6,060 | 14 | 0.2% | $4,333 | 加仓 |
| IVW | ISHARES TR | $107.67万 | 0.52% | 9,519 | 329 | 3.6% | $3.72万 | 加仓 |
| WMT | WALMART INC | $105.94万 | 0.51% | 8,524 | 13 | 0.2% | $1,616 | 加仓 |
| IYR | ISHARES TR | $100.56万 | 0.48% | 10,634 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $71.07万 | 0.34% | 8,061 | -10 | -0.1% | -$882 | 减仓 |
| STM | STMICROELECTRONICS N V | $50.41万 | 0.24% | 14,589 | 32 | 0.2% | $1,106 | 加仓 |
| NVDA | NVIDIA CORPORATION | $43.89万 | 0.21% | 2,516 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $40.08万 | 0.19% | 6,254 | 23 | 0.4% | $1,474 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $37.76万 | 0.18% | 3,262 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $37.69万 | 0.18% | 2,646 | 53 | 2.0% | $7,549 | 加仓 |
| IYW | ISHARES TR | $34.45万 | 0.17% | 1,898 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $33.76万 | 0.16% | 911 | 94 | 11.5% | $3.48万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $32.95万 | 0.16% | 3,570 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $32.20万 | 0.15% | 2,372 | 7 | 0.3% | $950 | 加仓 |
| IXUS | ISHARES TR | $30.10万 | 0.14% | 3,473 | 42 | 1.2% | $3,640 | 加仓 |
| META | META PLATFORMS INC | $29.42万 | 0.14% | 514 | 1 | 0.2% | $572 | 加仓 |
| CVX | CHEVRON CORPORATION | $29.17万 | 0.14% | 1,410 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $27.26万 | 0.13% | 1,607 | 1,607 | — | $27.26万 | 新建仓 |
| ESGD | ISHARES TR | $25.87万 | 0.12% | 2,706 | -54 | -2.0% | -$5,163 | 减仓 |
| AAPL | APPLE INC | $23.88万 | 0.11% | 940 | 4 | 0.4% | $1,016 | 加仓 |
| DVY | ISHARES TR | $23.61万 | 0.11% | 1,559 | 0 | 0.0% | — | 不变 |