Sterling Investment Advisors, Ltd.
BERWYN PA · SEC CIK 0001701132
$5.52亿2026Q1 申报市值
212持仓数
30.8%前十大占比 · 第一大 6.1%
14 / 11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
DVY 加仓+$1,522.77万
BIZD 加仓+$197.31万
Freecast Inc 新建仓+$179.41万
JPST 加仓+$175.85万
BX 加仓+$137.26万
2026Q1 卖出最多 按季末市值估算
BINC 清仓-$489.71万
GDX 减仓-$124.35万
GLD 减仓-$114.33万
KMI 减仓-$101.33万
LMT 减仓-$95.73万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BINC | iShares Flexible Income Active ETF | $0 | 0.00% | 0 | -92,800 | -100.0% | -$489.71万 | 清仓 |
| GIS | General Mills, Inc. | $0 | 0.00% | 0 | -20,475 | -100.0% | -$95.21万 | 清仓 |
| AUR | Aurora Innovation, Inc. | $0 | 0.00% | 0 | -198,950 | -100.0% | -$76.40万 | 清仓 |
| CRM | Salesforce, Inc. | $0 | 0.00% | 0 | -1,133 | -100.0% | -$30.02万 | 清仓 |
| CHKP | Check Point Software Technologies, Ltd. | $0 | 0.00% | 0 | -1,545 | -100.0% | -$28.67万 | 清仓 |
| ADBE | Adobe, Inc. | $0 | 0.00% | 0 | -779 | -100.0% | -$27.26万 | 清仓 |
| DLR | Digital Realty Trust, Inc. | $0 | 0.00% | 0 | -1,538 | -100.0% | -$23.79万 | 清仓 |
| — | TE Connectivity, Ltd. | $0 | 0.00% | 0 | -934 | -100.0% | -$21.25万 | 清仓 |
| TCAF | T Rowe Price Capital Appreciation | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRVL | Marvell Technology Group, LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UBER | Uber Technologies, Inc. | $0 | 0.00% | 0 | -2,511 | -100.0% | -$20.52万 | 清仓 |
| CRDO | Credo Technology Group | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Quantum Materials Co | $0 | 0.00% | 0 | -65,000 | -100.0% | — | 清仓 |
| — | Tetra Bio-Pharma, Inc. | $0 | 0.00% | 23,500 | 0 | 0.0% | — | 不变 |
| — | Aden Solutions, Inc. XXX | $0 | 0.00% | 0 | -12,250 | -100.0% | — | 清仓 |
| PRME | Prime Medicine Inc | $4.66万 | 0.01% | 13,400 | 0 | 0.0% | — | 不变 |
| — | Annovis Bio, Inc. | $5.22万 | 0.01% | 23,416 | 0 | 0.0% | — | 不变 |
| — | Ford Motor Co. | $13.39万 | 0.02% | 11,600 | 0 | 0.0% | — | 不变 |
| SBET | Sharplink Gaming Inc | $15.80万 | 0.03% | 24,500 | 24,500 | — | $15.80万 | 新建仓 |
| COLD | Americold Realty Trust, Inc. | $17.68万 | 0.03% | 15,425 | 15,425 | — | $17.68万 | 新建仓 |
| — | Rolls-Royce Holdings | $20.05万 | 0.04% | 13,000 | 0 | 0.0% | — | 不变 |
| IWY | iShares Russell Top 200 Growth ETF | $20.16万 | 0.04% | 810 | 0 | 0.0% | — | 不变 |
| BABA | Alibaba Group Holding, Ltd. | $20.29万 | 0.04% | 1,617 | 0 | 0.0% | — | 不变 |
| VXF | Vanguard Extended Market Index Fund ETF | $20.58万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| RBRK | Rubrik Inc | $20.81万 | 0.04% | 4,250 | 4,250 | — | $20.81万 | 新建仓 |
| SCHE | Schwab Emerging Markets Equity ETF | $21.24万 | 0.04% | 6,445 | 6,445 | — | $21.24万 | 新建仓 |
| ZTS | Zoetis, Inc. | $21.28万 | 0.04% | 1,800 | 0 | 0.0% | — | 不变 |
| IBDV | iShares iBonds Dec 2030 Term Corp. ETF | $21.64万 | 0.04% | 9,885 | 225 | 2.3% | $4,925 | 加仓 |
| IMNM | Immunome, Inc. | $21.69万 | 0.04% | 9,918 | -1,147 | -10.4% | -$2.51万 | 减仓 |
| SKYY | First Trust Cloud Computing ETF | $21.87万 | 0.04% | 2,000 | -430 | -17.7% | -$4.70万 | 减仓 |
| MA | Mastercard, Inc. | $21.88万 | 0.04% | 438 | 12 | 2.8% | $5,995 | 加仓 |
| IWM | iShares Russell 2000 ETF | $22.72万 | 0.04% | 916 | 0 | 0.0% | — | 不变 |
| WELL | Welltower, Inc. | $22.74万 | 0.04% | 1,150 | -50 | -4.2% | -$9,886 | 减仓 |
| GILD | Gilead Sciences, Inc. | $23.10万 | 0.04% | 1,657 | 1,657 | — | $23.10万 | 新建仓 |
| SCHB | Schwab U.S. Broad Market ETF | $23.17万 | 0.04% | 9,230 | 225 | 2.5% | $5,648 | 加仓 |
| SCHX | Schwab U.S. Large-Cap ETF | $23.44万 | 0.04% | 9,143 | 110 | 1.2% | $2,820 | 加仓 |
| — | Unilever PLC ADR | $23.91万 | 0.04% | 4,197 | 0 | 0.0% | — | 不变 |
| HOOD | Robinhood Markets, Inc. | $23.96万 | 0.04% | 3,458 | 3,458 | — | $23.96万 | 新建仓 |
| — | Dell, Inc. | $24.03万 | 0.04% | 1,464 | 21 | 1.5% | $3,447 | 重新持有 |
| RIO | Rio Tinto Group | $24.19万 | 0.04% | 2,593 | 60 | 2.4% | $5,598 | 加仓 |
| BSV | Vanguard Short-Term Bond Index ETF | $24.37万 | 0.04% | 3,108 | 4 | 0.1% | $314 | 加仓 |
| VB | Vanguard Small Cap Index ETF | $25.12万 | 0.05% | 959 | 26 | 2.8% | $6,811 | 加仓 |
| EPD | Enterprise Product Partners, L.P. | $25.52万 | 0.05% | 6,745 | 6,745 | — | $25.52万 | 新建仓 |
| GPZ | VanEck Alternative Asset Manager ETF | $25.77万 | 0.05% | 12,000 | 12,000 | — | $25.77万 | 新建仓 |
| IBDZ | iShares iBonds Dec 2034 Term Corp. ETF | $26.36万 | 0.05% | 10,115 | 0 | 0.0% | — | 不变 |
| AMAT | Applied Materials, Inc. | $26.52万 | 0.05% | 776 | 776 | — | $26.52万 | 新建仓 |
| — | Invesco Global Listed Private Equity ETF | $26.56万 | 0.05% | 4,700 | 0 | 0.0% | — | 不变 |
| PM | Philip Morris International, Inc. | $27.28万 | 0.05% | 1,650 | 0 | 0.0% | — | 不变 |
| — | First Resource Bank | $28.10万 | 0.05% | 13,511 | 0 | 0.0% | — | 不变 |
| BA | The Boeing Company | $29.06万 | 0.05% | 1,460 | 0 | 0.0% | — | 不变 |
| — | First Trust Alerian US NextGen Infrastructure ETF | $29.17万 | 0.05% | 3,595 | 3,595 | — | $29.17万 | 新建仓 |
| BAC | Bank of America Corp. | $29.33万 | 0.05% | 6,017 | 0 | 0.0% | — | 不变 |
| CEG | Constellation Energy Group, Inc. | $29.82万 | 0.05% | 1,068 | 0 | 0.0% | — | 不变 |
| BP | BP p.l.c. | $29.97万 | 0.05% | 6,376 | 464 | 7.8% | $2.18万 | 加仓 |
| DBEF | Deutsch X-Trackers MSCI EAFE ETF | $30.07万 | 0.05% | 6,088 | 0 | 0.0% | — | 不变 |
| NOC | Northrop Grumman Corp. | $30.10万 | 0.05% | 441 | 24 | 5.8% | $1.64万 | 加仓 |
| CATH | Global X S&P 500 Catholic Values ETF | $30.17万 | 0.05% | 3,860 | 0 | 0.0% | — | 不变 |
| — | iShares Ethereum Trust ETF | $31.30万 | 0.06% | 19,775 | -10,850 | -35.4% | -$17.18万 | 减仓 |
| GME | Gamestop Corp Cl A New | $31.54万 | 0.06% | 13,689 | 6 | 0.0% | $138 | 加仓 |
| VCRM | Vanguard Core Tax Exempt Bond | $31.86万 | 0.06% | 4,240 | 975 | 29.9% | $7.33万 | 加仓 |
| VEA | Vanguard Developed Markets Index ETF | $33.33万 | 0.06% | 5,201 | 4 | 0.1% | $256 | 加仓 |
| FDX | FedEx Corp. | $33.80万 | 0.06% | 949 | 75 | 8.6% | $2.67万 | 加仓 |
| VERX | Vertex, Inc. | $35.04万 | 0.06% | 29,470 | 0 | 0.0% | — | 不变 |
| CGCP | Capital Group Core Plus Income ETF | $36.01万 | 0.07% | 16,121 | 550 | 3.5% | $1.23万 | 加仓 |
| DSI | iShares MSCI Kld Social Index ETF | $36.36万 | 0.07% | 3,000 | 0 | 0.0% | — | 不变 |
| NET | Cloudflare, Inc. | $36.48万 | 0.07% | 1,768 | -250 | -12.4% | -$5.16万 | 减仓 |
| — | Fidelity Crypto Industry & Digital Payments ETF | $36.66万 | 0.07% | 11,185 | 4,000 | 55.7% | $13.11万 | 加仓 |
| TSPA | T Rowe Price US Equity Research ETF | $36.71万 | 0.07% | 8,975 | 475 | 5.6% | $1.94万 | 加仓 |
| VTV | Vanguard Value Index ETF | $37.71万 | 0.07% | 1,922 | 3 | 0.2% | $589 | 加仓 |
| DOCN | DigitalOcean Holdings, Inc. | $37.74万 | 0.07% | 4,400 | 0 | 0.0% | — | 不变 |
| CGMM | Capital Group US Small & Midcap | $37.93万 | 0.07% | 12,920 | 12,920 | — | $37.93万 | 新建仓 |
| — | iShares Gold TRUST | $38.37万 | 0.07% | 4,352 | 0 | 0.0% | — | 不变 |
| DIS | Walt Disney Co. | $40.18万 | 0.07% | 4,169 | -974 | -18.9% | -$9.39万 | 减仓 |
| IBDW | iShares iBonds Dec 2031 Term Corp. ETF | $40.57万 | 0.07% | 19,385 | 0 | 0.0% | — | 不变 |
| ALAB | Astera Labs, Inc. | $40.83万 | 0.07% | 3,725 | 1,700 | 84.0% | $18.63万 | 加仓 |
| UNH | UnitedHealth Group, Inc. | $40.93万 | 0.07% | 1,513 | -173 | -10.3% | -$4.68万 | 减仓 |
| WM | Waste Management, Inc. | $43.42万 | 0.08% | 1,890 | 2 | 0.1% | $459 | 加仓 |
| MO | Altria Group, Inc. | $43.74万 | 0.08% | 6,629 | 0 | 0.0% | — | 不变 |
| PSX | Phillips 66 | $44.16万 | 0.08% | 2,424 | 0 | 0.0% | — | 不变 |
| FSLR | First Solar Inc | $44.58万 | 0.08% | 2,260 | -150 | -6.2% | -$2.96万 | 减仓 |
| ICF | iShares Cohen & Steers REIT ETF | $44.62万 | 0.08% | 7,210 | -160 | -2.2% | -$9,902 | 减仓 |
| APD | Air Products & Chemicals, Inc. | $45.43万 | 0.08% | 1,564 | -513 | -24.7% | -$14.90万 | 减仓 |
| IBM | IBM Corp. | $45.92万 | 0.08% | 1,894 | -100 | -5.0% | -$2.42万 | 减仓 |
| BND | Vanguard Total Bond Market Index ETF | $48.23万 | 0.09% | 6,550 | 0 | 0.0% | — | 不变 |
| — | Inspire Global Hope ETF | $48.46万 | 0.09% | 10,925 | -550 | -4.8% | -$2.44万 | 减仓 |
| CMCSA | Comcast Corp. A | $49.03万 | 0.09% | 17,077 | -6,400 | -27.3% | -$18.37万 | 减仓 |
| PWR | Quanta Services, Inc. | $49.14万 | 0.09% | 895 | 0 | 0.0% | — | 不变 |
| MMM | 3M Company | $49.38万 | 0.09% | 3,400 | 100 | 3.0% | $1.45万 | 加仓 |
| VTEC | Vanguard California Muni ETF | $49.54万 | 0.09% | 5,000 | 5,000 | — | $49.54万 | 新建仓 |
| JAAA | Janus Henderson AAA CLO ETF | $49.82万 | 0.09% | 9,890 | 0 | 0.0% | — | 不变 |
| ITB | iShares U.S. Home Construction ETF | $51.35万 | 0.09% | 5,671 | -299 | -5.0% | -$2.71万 | 减仓 |
| SCHF | Schwab International Equity ETF | $52.47万 | 0.09% | 21,201 | 115 | 0.5% | $2,846 | 加仓 |
| XAR | SPDR Aerospace & Defense ETF | $54.35万 | 0.10% | 2,140 | 0 | 0.0% | — | 不变 |
| VT | Vanguard Total World Stock Index ETF | $54.45万 | 0.10% | 3,936 | 280 | 7.7% | $3.87万 | 加仓 |
| VUG | Vanguard Growth Index ETF | $55.39万 | 0.10% | 1,268 | 0 | 0.0% | — | 不变 |
| SCHD | Schwab U.S. Dividend Equity ETF | $56.23万 | 0.10% | 18,329 | 1 | 0.0% | $31 | 加仓 |
| AXP | American Express Co. | $56.66万 | 0.10% | 1,873 | 0 | 0.0% | — | 不变 |
| INTC | Intel Corp. | $57.15万 | 0.10% | 12,951 | -500 | -3.7% | -$2.21万 | 减仓 |
| ISMD | Inspire Small/Mid Cap ETF | $57.16万 | 0.10% | 14,300 | 0 | 0.0% | — | 不变 |
| ACN | Accenture plc | $57.74万 | 0.10% | 2,912 | 2,912 | — | $57.74万 | 新建仓 |