STERLING INVESTMENT MANAGEMENT, LLC
TUCSON AZ · SEC CIK 0001509873
$1.67亿2026Q1 申报市值
65持仓数
53.4%前十大占比 · 第一大 9.3%
6 / 9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
SPGI 加仓+$294.00万
MCO 加仓+$229.34万
WM 加仓+$190.50万
UBER 新建仓+$145.13万
VTI 加仓+$137.44万
2026Q1 卖出最多 按季末市值估算
CNI 减仓-$297.40万
GS 减仓-$208.54万
TMO 清仓-$196.03万
BRK/B 减仓-$193.21万
ABBV 减仓-$158.85万
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 |
|---|---|---|---|---|---|---|---|---|
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $1,543.11万 | 9.26% | 328,670 | 2,796 | 0.9% | $13.13万 | 加仓 |
| GLD | SPDR GOLD SHARES | $1,417.55万 | 8.50% | 32,944 | -1,220 | -3.6% | -$52.50万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1,240.17万 | 7.44% | 25,880 | -4,032 | -13.5% | -$193.21万 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $854.21万 | 5.12% | 20,083 | 6,912 | 52.5% | $294.00万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $741.18万 | 4.45% | 26,119 | 191 | 0.7% | $5.42万 | 加仓 |
| MCO | MOODYS CORP COM | $703.50万 | 4.22% | 16,126 | 5,257 | 48.4% | $229.34万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $683.39万 | 4.10% | 23,823 | -184 | -0.8% | -$5.28万 | 减仓 |
| V | VISA INC COM CL A | $657.64万 | 3.94% | 21,759 | 3,927 | 22.0% | $118.69万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $552.63万 | 3.31% | 14,929 | 432 | 3.0% | $15.99万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $515.86万 | 3.09% | 97,997 | -2,726 | -2.7% | -$14.35万 | 减仓 |
| PEP | PEPSICO INC COM | $515.42万 | 3.09% | 33,191 | -514 | -1.5% | -$7.98万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $502.70万 | 3.02% | 7 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $422.48万 | 2.53% | 53,881 | -1,968 | -3.5% | -$15.43万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $395.95万 | 2.37% | 50,337 | -681 | -1.3% | -$5.36万 | 减仓 |
| WMT | WALMART INC COM | $379.57万 | 2.28% | 30,541 | -666 | -2.1% | -$8.28万 | 减仓 |
| CCJ | CAMECO CORP COM | $370.51万 | 2.22% | 34,114 | -439 | -1.3% | -$4.77万 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $339.26万 | 2.03% | 14,764 | 8,290 | 128.1% | $190.50万 | 加仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $290.71万 | 1.74% | 38,428 | -1,005 | -2.5% | -$7.60万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $290.21万 | 1.74% | 37,602 | -16 | -0.0% | -$1,235 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $268.13万 | 1.61% | 10,969 | -365 | -3.2% | -$8.92万 | 减仓 |
| AAPL | APPLE INC COM | $237.37万 | 1.42% | 9,353 | -128 | -1.4% | -$3.25万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $216.80万 | 1.30% | 45,120 | 141 | 0.3% | $6,775 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $211.57万 | 1.27% | 91,116 | 5,103 | 5.9% | $11.85万 | 加仓 |
| BA | BOEING CO COM | $208.13万 | 1.25% | 10,457 | -262 | -2.4% | -$5.21万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $195.18万 | 1.17% | 6,084 | 4,284 | 238.0% | $137.44万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $173.30万 | 1.04% | 32,062 | -853 | -2.6% | -$4.61万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $165.10万 | 0.99% | 17,114 | -310 | -1.8% | -$2.99万 | 减仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $148.97万 | 0.89% | 15,969 | -355 | -2.2% | -$3.31万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $148.88万 | 0.89% | 23,234 | -519 | -2.2% | -$3.33万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $145.13万 | 0.87% | 20,176 | 20,176 | — | $145.13万 | 新建仓 |
| JOE | ST JOE CO COM | $127.72万 | 0.77% | 20,338 | -481 | -2.3% | -$3.02万 | 减仓 |
| FER | FERROVIAL SE ORD SHS | $124.96万 | 0.75% | 19,210 | -508 | -2.6% | -$3.30万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $118.43万 | 0.71% | 5,724 | -109 | -1.9% | -$2.26万 | 减仓 |
| SAP | SAP SE SPON ADR | $104.30万 | 0.63% | 6,092 | -132 | -2.1% | -$2.26万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $102.38万 | 0.61% | 33,370 | -208 | -0.6% | -$6,381 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $99.57万 | 0.60% | 19,834 | -390 | -1.9% | -$1.96万 | 减仓 |
| PFE | PFIZER INC COM | $98.66万 | 0.59% | 35,137 | -294 | -0.8% | -$8,256 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV SPONS ADS REP | $97.15万 | 0.58% | 9,959 | -196 | -1.9% | -$1.91万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $90.53万 | 0.54% | 19,693 | -385 | -1.9% | -$1.77万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $84.36万 | 0.51% | 6,348 | -38 | -0.6% | -$5,050 | 减仓 |
| MO | ALTRIA GROUP INC COM | $84.24万 | 0.51% | 12,766 | -839 | -6.2% | -$5.54万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $80.37万 | 0.48% | 2,967 | -56 | -1.9% | -$1.52万 | 减仓 |
| — | AVALONBAY CMNTYS INC COM | $78.78万 | 0.47% | 4,823 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $77.03万 | 0.46% | 4,063 | 7 | 0.2% | $1,327 | 加仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $72.00万 | 0.43% | 10,468 | 34 | 0.3% | $2,339 | 加仓 |
| VICI | VICI PPTYS INC COM | $70.73万 | 0.42% | 25,890 | -513 | -1.9% | -$1.40万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $65.08万 | 0.39% | 26,297 | 266 | 1.0% | $6,583 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $64.66万 | 0.39% | 2,198 | 800 | 57.2% | $23.53万 | 加仓 |
| ABBV | ABBVIE INC COM | $55.24万 | 0.33% | 2,540 | -7,304 | -74.2% | -$158.85万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $48.56万 | 0.29% | 574 | -2,465 | -81.1% | -$208.54万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $38.93万 | 0.23% | 3,132 | -61 | -1.9% | -$7,583 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $33.20万 | 0.20% | 6,725 | -65 | -1.0% | -$3,209 | 减仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $29.46万 | 0.18% | 5,800 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $29.32万 | 0.18% | 8,897 | 18 | 0.2% | $593 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $29.25万 | 0.18% | 1,677 | 180 | 12.0% | $3.14万 | 加仓 |
| CNI | CANADIAN NATL RY CO COM | $27.97万 | 0.17% | 2,722 | -28,938 | -91.4% | -$297.40万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $26.00万 | 0.16% | 1,800 | -135 | -7.0% | -$1.95万 | 减仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $25.99万 | 0.16% | 2,385 | -22 | -0.9% | -$2,398 | 减仓 |
| VTV | VANGUARD VALUE ETF | $24.64万 | 0.15% | 1,256 | 1,256 | — | $24.64万 | 新建仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $24.57万 | 0.15% | 2,216 | -20 | -0.9% | -$2,217 | 减仓 |
| — | HONEYWELL INTL INC COM | $21.59万 | 0.13% | 955 | 955 | — | $21.59万 | 新建仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $21.27万 | 0.13% | 1,315 | -33 | -2.4% | -$5,337 | 减仓 |
| AMZN | AMAZON COM INC COM | $20.62万 | 0.12% | 990 | 990 | — | $20.62万 | 新建仓 |
| VLO | VALERO ENERGY CORP COM | $20.60万 | 0.12% | 834 | 834 | — | $20.60万 | 新建仓 |
| KO | COCA COLA CO COM | $20.38万 | 0.12% | 2,680 | 2,680 | — | $20.38万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $0 | 0.00% | 0 | -3,383 | -100.0% | -$196.03万 | 清仓 |
| WFC | WELLS FARGO & CO COM | $0 | 0.00% | 0 | -15,071 | -100.0% | -$140.46万 | 清仓 |
| RSG | REPUBLIC SVCS INC COM | $0 | 0.00% | 0 | -6,233 | -100.0% | -$132.10万 | 清仓 |
| INDA | ISHARES MSCI INDIA ETF | $0 | 0.00% | 0 | -23,177 | -100.0% | -$125.27万 | 清仓 |
| QCOM | QUALCOMM INC COM | $0 | 0.00% | 0 | -6,728 | -100.0% | -$115.08万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $0 | 0.00% | 0 | -2,008 | -100.0% | -$66.29万 | 清仓 |
| NVO | NOVO-NORDISK A S ADR | $0 | 0.00% | 0 | -9,089 | -100.0% | -$46.24万 | 清仓 |
| META | META PLATFORMS INC CL A | $0 | 0.00% | 0 | -344 | -100.0% | -$22.71万 | 清仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $0 | 0.00% | 0 | -1,500 | -100.0% | -$21.53万 | 清仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |