Sterling Investment Advisors, Ltd.
BERWYN PA · SEC CIK 0001701132
$5.99亿2026Q2 申报市值
225持仓数
31.5%前十大占比 · 第一大 6.3%
19 / 10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
ITW 新建仓+$333.00万
DVY 加仓+$302.69万
HONA 新建仓+$192.01万
BX 加仓+$176.01万
CBRS 新建仓+$167.19万
2026Q2 卖出最多 按季末市值估算
Honeywell Intern 清仓-$391.16万
KMI 减仓-$192.35万
Honeywell Intern 重新持有-$174.42万
ZS 清仓-$166.95万
CRWD 减仓-$93.26万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple, Inc. | $3,789.65万 | 6.33% | 130,967 | -1,528 | -1.2% | -$44.21万 | 减仓 |
| DVY | iShares Flexible Income Active ETF | $2,350.78万 | 3.93% | 305,312 | 39,312 | 14.8% | $302.69万 | 加仓 |
| JFLX | JPMorgan Flexible Debt ETF | $2,278.51万 | 3.81% | 452,085 | 18,544 | 4.3% | $93.46万 | 加仓 |
| GOOGL | Alphabet, Inc. A | $1,840.34万 | 3.07% | 51,497 | -983 | -1.9% | -$35.13万 | 减仓 |
| CRWD | CrowdStrike Holdings, Inc. | $1,775.14万 | 2.97% | 23,261 | -1,222 | -5.0% | -$93.26万 | 减仓 |
| AMZN | Amazon.com, Inc. | $1,692.64万 | 2.83% | 71,018 | -1,200 | -1.7% | -$28.60万 | 减仓 |
| NVDA | Nvidia Corp. | $1,642.43万 | 2.74% | 82,085 | 1,446 | 1.8% | $28.93万 | 加仓 |
| SPSM | iShares Core S&P Small-Cap ETF | $1,182.69万 | 1.98% | 79,744 | -666 | -0.8% | -$9.88万 | 减仓 |
| KMI | Kinder Morgan, Inc. | $1,146.26万 | 1.91% | 358,543 | -60,166 | -14.4% | -$192.35万 | 减仓 |
| GMED | Globus Medical, Inc. | $1,137.93万 | 1.90% | 144,023 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corp. | $1,096.90万 | 1.83% | 29,406 | 515 | 1.8% | $19.21万 | 加仓 |
| GS | Goldman Sachs Group, Inc. | $1,056.27万 | 1.76% | 10,444 | -343 | -3.2% | -$34.69万 | 减仓 |
| GDX | VanEck Gold Miners ETF | $1,022.63万 | 1.71% | 135,538 | -800 | -0.6% | -$6.04万 | 减仓 |
| GLD | SPDR Gold MiniShares ETF | $932.14万 | 1.56% | 115,207 | 292 | 0.3% | $2.36万 | 加仓 |
| JEPI | JPMorgan Equity Premium Income ETF | $831.09万 | 1.39% | 147,147 | 5,171 | 3.6% | $29.21万 | 加仓 |
| COST | Costco Wholesale Corp. | $809.79万 | 1.35% | 8,656 | -727 | -7.7% | -$68.01万 | 减仓 |
| UTG | Reaves Utility Income Fund | $772.27万 | 1.29% | 189,654 | -2,770 | -1.4% | -$11.28万 | 减仓 |
| VRT | Vertiv Holdings Co. | $767.91万 | 1.28% | 22,935 | 80 | 0.4% | $2.68万 | 加仓 |
| JPM | J.P. Morgan Chase & Co. | $726.98万 | 1.21% | 22,209 | -1,038 | -4.5% | -$33.98万 | 减仓 |
| HD | The Home Depot, Inc. | $714.60万 | 1.19% | 20,262 | 159 | 0.8% | $5.61万 | 加仓 |
| V | Visa, Inc. | $709.10万 | 1.18% | 20,668 | -442 | -2.1% | -$15.16万 | 减仓 |
| LMT | Lockheed Martin Corp. | $708.57万 | 1.18% | 13,908 | 342 | 2.5% | $17.42万 | 加仓 |
| JNJ | Johnson & Johnson | $673.63万 | 1.13% | 26,524 | 0 | 0.0% | — | 不变 |
| MUB | iShares S&P National Muni Bond ETF | $671.43万 | 1.12% | 62,389 | 11,800 | 23.3% | $126.99万 | 加仓 |
| — | Alerian MLP ETF | $670.20万 | 1.12% | 129,258 | -8,862 | -6.4% | -$45.95万 | 减仓 |
| KKR | KKR & Co. | $623.97万 | 1.04% | 67,986 | 5,494 | 8.8% | $50.42万 | 加仓 |
| GOOG | Alphabet, Inc. C | $604.24万 | 1.01% | 17,101 | -666 | -3.7% | -$23.53万 | 减仓 |
| HOLA | JPMorgan International Hedged Equity ETF | $596.53万 | 1.00% | 107,733 | 3,195 | 3.1% | $17.69万 | 加仓 |
| CWB | SPDR Bloomberg Convertible Securities ETF | $582.09万 | 0.97% | 53,987 | -374 | -0.7% | -$4.03万 | 减仓 |
| BX | Blackstone Group, Inc. | $545.04万 | 0.91% | 46,319 | 14,958 | 47.7% | $176.01万 | 加仓 |
| BIZD | VanEck BDC Income ETF | $533.59万 | 0.89% | 421,475 | -70,100 | -14.3% | -$88.75万 | 减仓 |
| WMT | Walmart, Inc. | $529.61万 | 0.88% | 46,760 | -2,593 | -5.3% | -$29.37万 | 减仓 |
| — | ExxonMobil Holdings Corp. | $519.60万 | 0.87% | 38,005 | -77 | -0.2% | -$1.05万 | 减仓 |
| META | Meta Platforms, Inc. | $514.01万 | 0.86% | 9,125 | -443 | -4.6% | -$24.95万 | 减仓 |
| REMX | VanEck Rare Earth & Strategic Metals ETF | $478.25万 | 0.80% | 54,040 | 1,385 | 2.6% | $12.26万 | 加仓 |
| AMGN | Amgen, Inc. | $477.42万 | 0.80% | 13,184 | 275 | 2.1% | $9.96万 | 加仓 |
| BOTZ | Global X Robotics & A.I. ETF | $474.31万 | 0.79% | 125,015 | 550 | 0.4% | $2.09万 | 加仓 |
| TSLA | Tesla, Inc. | $468.59万 | 0.78% | 11,141 | 138 | 1.3% | $5.80万 | 加仓 |
| CVX | Chevron Corp. | $462.84万 | 0.77% | 27,922 | -2,953 | -9.6% | -$48.95万 | 减仓 |
| BRK/B | Berkshire Hathaway, Inc. B | $452.85万 | 0.76% | 9,050 | -316 | -3.4% | -$15.81万 | 减仓 |
| — | Tema Heart & Health ETF | $451.11万 | 0.75% | 124,360 | -6,800 | -5.2% | -$24.67万 | 减仓 |
| DE | Deere & Co. | $441.75万 | 0.74% | 6,964 | -315 | -4.3% | -$19.98万 | 减仓 |
| — | Invesco S&P 500 Equal Weight ETF | $424.45万 | 0.71% | 19,949 | -340 | -1.7% | -$7.23万 | 减仓 |
| TFC | Truist Financial Corp. | $422.68万 | 0.71% | 84,841 | -5,515 | -6.1% | -$27.48万 | 减仓 |
| PLTR | Palantir Technologies, Inc. | $396.70万 | 0.66% | 34,002 | 2,850 | 9.1% | $33.25万 | 加仓 |
| MINO | PIMCO Municipal Income Opportunities Active ETF | $393.19万 | 0.66% | 85,925 | 27,385 | 46.8% | $125.31万 | 加仓 |
| CMI | Cummins, Inc. | $384.06万 | 0.64% | 5,385 | -370 | -6.4% | -$26.39万 | 减仓 |
| MOAT | VanEck Morningstar Wide Moat ETF | $380.23万 | 0.64% | 36,574 | -8,065 | -18.1% | -$83.84万 | 减仓 |
| CAH | Cardinal Health, Inc. | $374.16万 | 0.62% | 15,750 | -965 | -5.8% | -$22.92万 | 减仓 |
| VPU | Vanguard Utilities ETF | $368.60万 | 0.62% | 18,832 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO Intermediate Muni Bond Active ETF | $345.58万 | 0.58% | 65,700 | 20,000 | 43.8% | $105.20万 | 加仓 |
| PFE | Pfizer, Inc. | $345.15万 | 0.58% | 143,333 | 18,581 | 14.9% | $44.74万 | 加仓 |
| OHI | Omega Healthcare Investors, Inc. | $344.90万 | 0.58% | 72,337 | 1,116 | 1.6% | $5.32万 | 加仓 |
| NLR | VanEck Uranium & Nuclear ETF | $341.67万 | 0.57% | 29,459 | 394 | 1.4% | $4.57万 | 加仓 |
| ITW | Illinois Tool Works, Inc. | $333.00万 | 0.56% | 12,312 | 12,312 | — | $333.00万 | 新建仓 |
| — | Merck & Co. | $327.67万 | 0.55% | 25,499 | -554 | -2.1% | -$7.12万 | 减仓 |
| BLK | BlackRock, Inc. | $316.43万 | 0.53% | 3,291 | -13 | -0.4% | -$1.25万 | 减仓 |
| ETN | Eaton Corp. | $311.88万 | 0.52% | 7,319 | 185 | 2.6% | $7.88万 | 加仓 |
| PFF | iShares US Preferred Stock ETF | $297.50万 | 0.50% | 97,573 | 1,335 | 1.4% | $4.07万 | 加仓 |
| SHOP | Shopify, Inc. | $297.06万 | 0.50% | 26,017 | -1,825 | -6.6% | -$20.84万 | 减仓 |
| CSCO | Cisco Systems, Inc. | $293.79万 | 0.49% | 25,012 | 6 | 0.0% | $705 | 加仓 |
| LLY | Eli Lilly & Co. | $293.16万 | 0.49% | 2,444 | 219 | 9.8% | $26.27万 | 加仓 |
| SPMD | SPDR Mid Cap ETF | $292.93万 | 0.49% | 43,359 | -48 | -0.1% | -$3,243 | 减仓 |
| GLW | Corning, Inc. | $285.70万 | 0.48% | 11,185 | -1,145 | -9.3% | -$29.25万 | 减仓 |
| MDY | SPDR S&P MidCap 400 ETF | $283.14万 | 0.47% | 4,026 | -50 | -1.2% | -$3.52万 | 减仓 |
| PG | Procter & Gamble Co. | $280.32万 | 0.47% | 19,116 | -131 | -0.7% | -$1.92万 | 减仓 |
| SCHW | The Charles Schwab Corp. | $270.08万 | 0.45% | 29,271 | -2,150 | -6.8% | -$19.84万 | 减仓 |
| LOW | Lowe's Companies, Inc. | $269.22万 | 0.45% | 12,210 | -247 | -2.0% | -$5.45万 | 减仓 |
| JMUB | JP Morgan Municipal ETF | $257.33万 | 0.43% | 50,800 | 20,000 | 64.9% | $101.31万 | 加仓 |
| SMH | VanEck Semiconductor ETF | $256.82万 | 0.43% | 3,916 | -25 | -0.6% | -$1.64万 | 减仓 |
| — | Freecast Inc | $243.76万 | 0.41% | 362,738 | -39,533 | -9.8% | -$26.57万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $239.31万 | 0.40% | 3,205 | -15 | -0.5% | -$1.12万 | 减仓 |
| MOS | The Mosaic Co. | $211.26万 | 0.35% | 99,700 | -16,668 | -14.3% | -$35.32万 | 减仓 |
| AMD | Advanced Micro Devices, Inc. | $210.46万 | 0.35% | 3,623 | 0 | 0.0% | — | 不变 |
| JPST | JPMorgan Ultra-Short Income ETF | $210.36万 | 0.35% | 41,597 | -4,500 | -9.8% | -$22.76万 | 减仓 |
| EMR | Emerson Electric Co. | $206.22万 | 0.34% | 14,406 | -459 | -3.1% | -$6.57万 | 减仓 |
| — | Honeywell International, Inc. | $194.46万 | 0.32% | 8,685 | -7,790 | -47.3% | -$174.42万 | 重新持有 |
| HONA | Honeywell Aerospace, Inc. | $192.01万 | 0.32% | 8,685 | 8,685 | — | $192.01万 | 新建仓 |
| — | Invesco QQQ ETF | $189.48万 | 0.32% | 2,573 | -25 | -1.0% | -$1.84万 | 减仓 |
| INTC | Intel Corp. | $187.82万 | 0.31% | 13,451 | 500 | 3.9% | $6.98万 | 加仓 |
| REGN | Regeneron Pharmaceuticals, Inc. | $183.76万 | 0.31% | 2,947 | -175 | -5.6% | -$10.91万 | 减仓 |
| AMT | American Tower Corp. | $178.97万 | 0.30% | 10,942 | -141 | -1.3% | -$2.31万 | 减仓 |
| CBRS | Cerebras Systems, Inc. | $167.19万 | 0.28% | 7,565 | 7,565 | — | $167.19万 | 新建仓 |
| PEP | PepsiCo, Inc. | $165.89万 | 0.28% | 12,252 | -436 | -3.4% | -$5.90万 | 减仓 |
| CAT | Caterpillar, Inc. | $164.54万 | 0.27% | 1,545 | -296 | -16.1% | -$31.52万 | 减仓 |
| LRCX | Lam Research Corp. | $163.81万 | 0.27% | 3,780 | -350 | -8.5% | -$15.17万 | 减仓 |
| EFA | iShares Core MSCI EAFE ETF | $160.05万 | 0.27% | 15,575 | 9 | 0.1% | $925 | 加仓 |
| KO | Coca-Cola Co. | $159.15万 | 0.27% | 19,583 | -796 | -3.9% | -$6.47万 | 减仓 |
| ALAB | Astera Labs, Inc. | $157.42万 | 0.26% | 3,259 | -466 | -12.5% | -$22.51万 | 减仓 |
| — | Alps Medical Breakthrough ETF | $153.87万 | 0.26% | 23,800 | 1,775 | 8.1% | $11.48万 | 加仓 |
| — | Medtronic plc | $147.16万 | 0.25% | 18,811 | -3,140 | -14.3% | -$24.56万 | 减仓 |
| EEM | iShares MSCI Emerging Markets Index Fund ETF | $146.71万 | 0.25% | 21,445 | 0 | 0.0% | — | 不变 |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | $141.36万 | 0.24% | 23,001 | 2,045 | 9.8% | $12.57万 | 加仓 |
| BXSL | Blackstone Secured Lending Fund | $139.70万 | 0.23% | 58,920 | 28,950 | 96.6% | $68.64万 | 加仓 |
| JBND | JPMorgan Active Bond ETF | $130.59万 | 0.22% | 24,410 | 0 | 0.0% | — | 不变 |
| JCPB | JPMorgan Core Plus Bond ETF | $130.00万 | 0.22% | 27,695 | 0 | 0.0% | — | 不变 |
| FNX | First Trust Mid Cap Core AlphaDEX ETF | $123.59万 | 0.21% | 8,445 | -500 | -5.6% | -$7.32万 | 减仓 |
| SPYG | SPDR S&P 500 Growth ETF | $121.12万 | 0.20% | 10,179 | -1,600 | -13.6% | -$19.04万 | 减仓 |
| MCD | McDonald's Corp. | $118.10万 | 0.20% | 4,369 | -1,475 | -25.2% | -$39.87万 | 减仓 |
| ORCL | Oracle Corp. | $113.89万 | 0.19% | 7,771 | 0 | 0.0% | — | 不变 |