STERLING INVESTMENT MANAGEMENT, LLC
TUCSON AZ · SEC CIK 0001509873
$1.82亿2026Q2 申报市值
66持仓数
51.6%前十大占比 · 第一大 8.2%
6 / 6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
JAAA 新建仓+$892.57万
SH 新建仓+$761.79万
XLE 新建仓+$622.68万
PROSHARES SHORT 新建仓+$305.30万
SAP 加仓+$133.29万
2026Q2 卖出最多 按季末市值估算
WMT 清仓-$379.57万
GOOG 减仓-$252.14万
JNJ 减仓-$241.68万
JOE 清仓-$127.72万
BRK/B 减仓-$78.61万
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 |
|---|---|---|---|---|---|---|---|---|
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $1,497.53万 | 8.21% | 319,916 | -8,754 | -2.7% | -$40.98万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1,216.40万 | 6.67% | 24,309 | -1,571 | -6.1% | -$78.61万 | 减仓 |
| GLD | SPDR GOLD SHARES | $1,183.53万 | 6.49% | 32,128 | -816 | -2.5% | -$30.06万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $1,017.59万 | 5.58% | 27,228 | 1,109 | 4.2% | $41.45万 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $892.57万 | 4.90% | 176,782 | 176,782 | — | $892.57万 | 新建仓 |
| SPGI | S&P GLOBAL INC COM | $797.46万 | 4.37% | 19,581 | -502 | -2.5% | -$20.44万 | 减仓 |
| SH | PROSHARES SHORT S&P500 | $761.79万 | 4.18% | 230,707 | 230,707 | — | $761.79万 | 新建仓 |
| MCO | MOODYS CORP COM | $713.12万 | 3.91% | 15,745 | -381 | -2.4% | -$17.26万 | 减仓 |
| V | VISA INC COM CL A | $707.04万 | 3.88% | 20,608 | -1,151 | -5.3% | -$39.49万 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $622.68万 | 3.42% | 117,244 | 117,244 | — | $622.68万 | 新建仓 |
| GOOG | ALPHABET INC CAP STK CL C | $589.60万 | 3.23% | 16,687 | -7,136 | -30.0% | -$252.14万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $526.26万 | 2.89% | 14,108 | -821 | -5.5% | -$30.62万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $524.20万 | 2.88% | 7 | 0 | 0.0% | — | 不变 |
| AMLP | ALERIAN MLP ETF | $494.38万 | 2.71% | 95,348 | -2,649 | -2.7% | -$13.74万 | 减仓 |
| PEP | PEPSICO INC COM | $439.37万 | 2.41% | 32,450 | -741 | -2.2% | -$10.03万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $426.21万 | 2.34% | 49,188 | -1,149 | -2.3% | -$9.96万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $386.85万 | 2.12% | 49,654 | -4,227 | -7.8% | -$32.93万 | 减仓 |
| CCJ | CAMECO CORP COM | $344.06万 | 1.89% | 33,778 | -336 | -1.0% | -$3.42万 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $320.72万 | 1.76% | 14,390 | -374 | -2.5% | -$8.34万 | 减仓 |
| — | PROSHARES SHORT QQQ | $305.30万 | 1.67% | 121,827 | 121,827 | — | $305.30万 | 新建仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $263.70万 | 1.45% | 34,381 | -3,221 | -8.6% | -$24.71万 | 减仓 |
| AAPL | APPLE INC COM | $247.89万 | 1.36% | 8,567 | -786 | -8.4% | -$22.74万 | 减仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $227.32万 | 1.25% | 30,037 | -8,391 | -21.8% | -$63.50万 | 减仓 |
| SAP | SAP SE SPON ADR | $227.17万 | 1.25% | 14,741 | 8,649 | 142.0% | $133.29万 | 加仓 |
| BA | BOEING CO COM | $219.00万 | 1.20% | 10,117 | -340 | -3.3% | -$7.36万 | 减仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $209.45万 | 1.15% | 90,553 | -563 | -0.6% | -$1.30万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $201.30万 | 1.10% | 5,440 | -644 | -10.6% | -$23.83万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $199.59万 | 1.09% | 41,212 | -3,908 | -8.7% | -$18.93万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $184.42万 | 1.01% | 16,801 | -313 | -1.8% | -$3.44万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $182.50万 | 1.00% | 30,575 | -1,487 | -4.6% | -$8.88万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $148.26万 | 0.81% | 20,809 | -2,425 | -10.4% | -$17.28万 | 减仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $145.73万 | 0.80% | 15,351 | -618 | -3.9% | -$5.87万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $144.21万 | 0.79% | 19,985 | -191 | -0.9% | -$1.38万 | 减仓 |
| FER | FERROVIAL NV ORD SHS | $127.83万 | 0.70% | 18,631 | -579 | -3.0% | -$3.97万 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV SPONS ADS REP | $103.26万 | 0.57% | 9,719 | -240 | -2.4% | -$2.55万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $99.35万 | 0.54% | 31,331 | -2,039 | -6.1% | -$6.47万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $97.36万 | 0.53% | 5,110 | -1,238 | -19.5% | -$23.59万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $96.09万 | 0.53% | 19,287 | -406 | -2.1% | -$2.02万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $92.76万 | 0.51% | 5,596 | -128 | -2.2% | -$2.12万 | 减仓 |
| PSA | PUBLIC STORAGE COM | $92.21万 | 0.51% | 2,897 | -70 | -2.4% | -$2.23万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $90.19万 | 0.49% | 12,535 | -231 | -1.8% | -$1.66万 | 减仓 |
| PFE | PFIZER INC COM | $82.99万 | 0.46% | 34,466 | -671 | -1.9% | -$1.62万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $82.31万 | 0.45% | 19,440 | -394 | -2.0% | -$1.67万 | 减仓 |
| DHR | DANAHER CORP DEL COM | $77.13万 | 0.42% | 4,049 | -14 | -0.3% | -$2,667 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $70.66万 | 0.39% | 25,510 | -787 | -3.0% | -$2.18万 | 减仓 |
| VICI | VICI PPTYS INC COM | $67.54万 | 0.37% | 25,437 | -453 | -1.7% | -$1.20万 | 减仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $66.01万 | 0.36% | 9,576 | -892 | -8.5% | -$6.15万 | 减仓 |
| — | AVALONBAY CMNTYS INC COM | $62.14万 | 0.34% | 3,293 | -1,530 | -31.7% | -$28.87万 | 减仓 |
| ABBV | ABBVIE INC COM | $59.56万 | 0.33% | 2,367 | -173 | -6.8% | -$4.35万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $56.79万 | 0.31% | 1,735 | -463 | -21.1% | -$15.16万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $41.48万 | 0.23% | 2,797 | -335 | -10.7% | -$4.97万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $36.90万 | 0.20% | 1,453 | -9,516 | -86.8% | -$241.68万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $32.42万 | 0.18% | 6,048 | -677 | -10.1% | -$3.63万 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $31.41万 | 0.17% | 8,662 | -235 | -2.6% | -$8,521 | 减仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $28.79万 | 0.16% | 2,687 | 471 | 21.3% | $5.05万 | 加仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $28.22万 | 0.15% | 5,800 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $27.37万 | 0.15% | 1,256 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $27.31万 | 0.15% | 270 | -304 | -53.0% | -$30.75万 | 减仓 |
| AMZN | AMAZON COM INC COM | $25.62万 | 0.14% | 1,075 | 85 | 8.6% | $2.03万 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $25.17万 | 0.14% | 2,146 | -239 | -10.0% | -$2.80万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $24.83万 | 0.14% | 1,565 | 183 | 13.2% | $2.90万 | 重新持有 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $24.39万 | 0.13% | 1,317 | 2 | 0.2% | $370 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $22.44万 | 0.12% | 628 | 628 | — | $22.44万 | 新建仓 |
| NVDA | NVIDIA CORPORATION COM | $21.95万 | 0.12% | 1,097 | -580 | -34.6% | -$11.61万 | 减仓 |
| KO | COCA COLA CO COM | $21.78万 | 0.12% | 2,680 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $21.34万 | 0.12% | 1,661 | 1,661 | — | $21.34万 | 新建仓 |
| WMT | WALMART INC COM | $0 | 0.00% | 0 | -30,541 | -100.0% | -$379.57万 | 清仓 |
| JOE | ST JOE CO COM | $0 | 0.00% | 0 | -20,338 | -100.0% | -$127.72万 | 清仓 |
| CNI | CANADIAN NATL RY CO COM | $0 | 0.00% | 0 | -2,722 | -100.0% | -$27.97万 | 清仓 |
| PG | PROCTER & GAMBLE CO COM | $0 | 0.00% | 0 | -1,800 | -100.0% | -$26.00万 | 清仓 |
| — | HONEYWELL INTL INC COM | $0 | 0.00% | 0 | -955 | -100.0% | -$21.59万 | 清仓 |
| VLO | VALERO ENERGY CORP COM | $0 | 0.00% | 0 | -834 | -100.0% | -$20.60万 | 清仓 |