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 |
|---|---|---|---|---|---|---|---|---|
| — | Honeywell International, Inc. | $0 | 0.00% | 0 | -17,306 | -100.0% | -$391.16万 | 清仓 |
| ZS | Zscaler, Inc. | $0 | 0.00% | 0 | -11,900 | -100.0% | -$166.95万 | 清仓 |
| — | iShares Ethereum Trust ETF | $0 | 0.00% | 0 | -19,775 | -100.0% | -$31.30万 | 清仓 |
| DBEF | Deutsch X-Trackers MSCI EAFE ETF | $0 | 0.00% | 0 | -6,088 | -100.0% | -$30.07万 | 清仓 |
| GILD | Gilead Sciences, Inc. | $0 | 0.00% | 0 | -1,657 | -100.0% | -$23.10万 | 清仓 |
| ZTS | Zoetis, Inc. | $0 | 0.00% | 0 | -1,800 | -100.0% | -$21.28万 | 清仓 |
| BABA | Alibaba Group Holding, Ltd. | $0 | 0.00% | 0 | -1,617 | -100.0% | -$20.29万 | 清仓 |
| SBET | Sharplink Gaming Inc | $0 | 0.00% | 0 | -24,500 | -100.0% | -$15.80万 | 清仓 |
| PRME | Prime Medicine Inc | $0 | 0.00% | 0 | -13,400 | -100.0% | -$4.66万 | 清仓 |
| — | Tetra Bio-Pharma, Inc. | $0 | 0.00% | 0 | -23,500 | -100.0% | — | 清仓 |
| — | Annovis Bio, Inc. | $4.36万 | 0.01% | 23,416 | 0 | 0.0% | — | 不变 |
| — | Medicus Pharma Ltd | $4.46万 | 0.01% | 100,000 | 100,000 | — | $4.46万 | 新建仓 |
| REPL | Replimune Group Inc | $13.62万 | 0.02% | 12,300 | 12,300 | — | $13.62万 | 新建仓 |
| — | Ford Motor Co. | $16.12万 | 0.03% | 11,600 | 0 | 0.0% | — | 不变 |
| ETH | Grayscale Ethereum Mini Trust ETF | $18.26万 | 0.03% | 12,150 | 12,150 | — | $18.26万 | 新建仓 |
| IWR | iShares Russell Mid-Cap ETF | $20.06万 | 0.03% | 1,818 | 1,818 | — | $20.06万 | 新建仓 |
| SCHK | Schwab 1000 Index ETF | $20.33万 | 0.03% | 5,638 | 5,638 | — | $20.33万 | 新建仓 |
| GD | General Dynamics Corp | $20.44万 | 0.03% | 577 | 577 | — | $20.44万 | 新建仓 |
| — | Unilever PLC ADR | $20.83万 | 0.03% | 3,465 | -732 | -17.4% | -$4.40万 | 减仓 |
| IMNM | Immunome, Inc. | $21.02万 | 0.04% | 9,918 | 0 | 0.0% | — | 不变 |
| ASML | ASML Holding N.V. | $21.29万 | 0.04% | 107 | 107 | — | $21.29万 | 新建仓 |
| — | Strategy, Inc. Variable Rate Prfd A | $21.43万 | 0.04% | 2,525 | 2,525 | — | $21.43万 | 新建仓 |
| IBDV | iShares iBonds Dec 2030 Term Corp. ETF | $22.31万 | 0.04% | 10,235 | 350 | 3.5% | $7,630 | 加仓 |
| NOC | Northrop Grumman Corp. | $22.47万 | 0.04% | 441 | 0 | 0.0% | — | 不变 |
| MA | Mastercard, Inc. | $22.49万 | 0.04% | 438 | 0 | 0.0% | — | 不变 |
| PANW | Palo Alto Networks, Inc. | $22.51万 | 0.04% | 660 | 660 | — | $22.51万 | 新建仓 |
| TCAF | T Rowe Price Capital Appreciation | $22.61万 | 0.04% | 5,500 | 0 | 0.0% | — | 重新持有 |
| EPD | Enterprise Product Partners, L.P. | $22.61万 | 0.04% | 6,152 | -593 | -8.8% | -$2.18万 | 减仓 |
| IWY | iShares Russell Top 200 Growth ETF | $23.54万 | 0.04% | 810 | 0 | 0.0% | — | 不变 |
| BP | BP p.l.c. | $23.56万 | 0.04% | 6,376 | 0 | 0.0% | — | 不变 |
| IBD | Inspire Corporate Bond | $23.77万 | 0.04% | 10,000 | 10,000 | — | $23.77万 | 新建仓 |
| SCHE | Schwab Emerging Markets Equity ETF | $23.92万 | 0.04% | 6,596 | 151 | 2.3% | $5,475 | 加仓 |
| BSV | Vanguard Short-Term Bond Index ETF | $24.27万 | 0.04% | 3,115 | 7 | 0.2% | $545 | 加仓 |
| VXF | Vanguard Extended Market Index Fund ETF | $24.62万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| — | Rolls-Royce Holdings | $25.02万 | 0.04% | 13,000 | 0 | 0.0% | — | 不变 |
| BUG | Global X Cybersecurity ETF | $25.64万 | 0.04% | 6,715 | 6,715 | — | $25.64万 | 新建仓 |
| GPZ | VanEck Alternative Asset Manager ETF | $25.73万 | 0.04% | 12,000 | 0 | 0.0% | — | 不变 |
| RIO | Rio Tinto Group | $25.82万 | 0.04% | 2,720 | 127 | 4.9% | $1.21万 | 加仓 |
| WELL | Welltower, Inc. | $26.10万 | 0.04% | 1,150 | 0 | 0.0% | — | 不变 |
| — | Invesco Global Listed Private Equity ETF | $26.18万 | 0.04% | 4,700 | 0 | 0.0% | — | 不变 |
| CEG | Constellation Energy Group, Inc. | $26.53万 | 0.04% | 1,068 | 0 | 0.0% | — | 不变 |
| SCHB | Schwab U.S. Broad Market ETF | $26.73万 | 0.04% | 9,230 | 0 | 0.0% | — | 不变 |
| SKYY | First Trust Cloud Computing ETF | $26.91万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| SCHX | Schwab U.S. Large-Cap ETF | $27.00万 | 0.05% | 9,174 | 31 | 0.3% | $912 | 加仓 |
| IWM | iShares Russell 2000 ETF | $27.52万 | 0.05% | 916 | 0 | 0.0% | — | 不变 |
| — | iShares iBonds Dec 2031 Term Muni ETF | $27.80万 | 0.05% | 10,775 | 10,775 | — | $27.80万 | 新建仓 |
| HOOD | Robinhood Markets, Inc. | $28.66万 | 0.05% | 2,858 | -600 | -17.4% | -$6.02万 | 减仓 |
| VB | Vanguard Small Cap Index ETF | $29.09万 | 0.05% | 960 | 1 | 0.1% | $303 | 加仓 |
| FDX | FedEx Corp. | $29.72万 | 0.05% | 949 | 0 | 0.0% | — | 不变 |
| PM | Philip Morris International, Inc. | $29.85万 | 0.05% | 1,650 | 0 | 0.0% | — | 不变 |
| BA | The Boeing Company | $31.60万 | 0.05% | 1,460 | 0 | 0.0% | — | 不变 |
| — | First Resource Bank | $31.75万 | 0.05% | 13,511 | 0 | 0.0% | — | 不变 |
| VCRM | Vanguard Core Tax Exempt Bond | $32.39万 | 0.05% | 4,240 | 0 | 0.0% | — | 不变 |
| — | iShares Gold TRUST | $32.86万 | 0.05% | 4,352 | 0 | 0.0% | — | 不变 |
| RBRK | Rubrik Inc | $33.00万 | 0.06% | 4,110 | -140 | -3.3% | -$1.12万 | 减仓 |
| — | First Trust Alerian US NextGen Infrastructure ETF | $33.26万 | 0.06% | 3,695 | 100 | 2.8% | $9,000 | 加仓 |
| VERX | Vertex, Inc. | $33.83万 | 0.06% | 29,470 | 0 | 0.0% | — | 不变 |
| DIS | Walt Disney Co. | $34.15万 | 0.06% | 3,548 | -621 | -14.9% | -$5.98万 | 减仓 |
| CATH | Global X S&P 500 Catholic Values ETF | $34.16万 | 0.06% | 3,860 | 0 | 0.0% | — | 不变 |
| BAC | Bank of America Corp. | $34.28万 | 0.06% | 6,017 | 0 | 0.0% | — | 不变 |
| IBDZ | iShares iBonds Dec 2034 Term Corp. ETF | $35.75万 | 0.06% | 13,725 | 3,610 | 35.7% | $9.40万 | 加仓 |
| CGCP | Capital Group Core Plus Income ETF | $35.93万 | 0.06% | 16,121 | 0 | 0.0% | — | 不变 |
| PSX | Phillips 66 | $37.01万 | 0.06% | 2,189 | -235 | -9.7% | -$3.97万 | 减仓 |
| GEV | GE Vernova, Inc. | $37.48万 | 0.06% | 319 | 319 | — | $37.48万 | 新建仓 |
| ACN | Accenture plc | $37.58万 | 0.06% | 3,020 | 108 | 3.7% | $1.34万 | 加仓 |
| IVV | iShares Core S&P 500 ETF | $37.89万 | 0.06% | 506 | -623 | -55.2% | -$46.66万 | 减仓 |
| CRDO | Credo Technology Group | $38.07万 | 0.06% | 1,400 | 0 | 0.0% | — | 重新持有 |
| AMAT | Applied Materials, Inc. | $39.84万 | 0.07% | 551 | -225 | -29.0% | -$16.27万 | 减仓 |
| IBDW | iShares iBonds Dec 2031 Term Corp. ETF | $40.40万 | 0.07% | 19,385 | 0 | 0.0% | — | 不变 |
| GME | Gamestop Corp Cl A New | $40.44万 | 0.07% | 18,316 | 4,627 | 33.8% | $10.22万 | 加仓 |
| CMCSA | Comcast Corp. A | $41.24万 | 0.07% | 16,800 | -277 | -1.6% | -$6,800 | 减仓 |
| VTV | Vanguard Value Index ETF | $41.96万 | 0.07% | 1,925 | 3 | 0.2% | $654 | 加仓 |
| WM | Waste Management, Inc. | $42.14万 | 0.07% | 1,891 | 1 | 0.1% | $223 | 加仓 |
| VEA | Vanguard Developed Markets Index ETF | $42.27万 | 0.07% | 5,932 | 731 | 14.1% | $5.21万 | 加仓 |
| CGMM | Capital Group US Small & Midcap | $42.60万 | 0.07% | 12,920 | 0 | 0.0% | — | 不变 |
| TSPA | T Rowe Price US Equity Research ETF | $42.66万 | 0.07% | 8,975 | 0 | 0.0% | — | 不变 |
| DSI | iShares MSCI Kld Social Index ETF | $42.72万 | 0.07% | 3,000 | 0 | 0.0% | — | 不变 |
| VTEC | Vanguard California Muni ETF | $42.76万 | 0.07% | 4,250 | -750 | -15.0% | -$7.54万 | 减仓 |
| NET | Cloudflare, Inc. | $43.37万 | 0.07% | 1,768 | 0 | 0.0% | — | 不变 |
| COLD | Americold Realty Trust, Inc. | $44.84万 | 0.07% | 28,525 | 13,100 | 84.9% | $20.59万 | 加仓 |
| APD | Air Products & Chemicals, Inc. | $46.59万 | 0.08% | 1,589 | 25 | 1.6% | $7,329 | 加仓 |
| IBM | IBM Corp. | $46.86万 | 0.08% | 1,666 | -228 | -12.0% | -$6.41万 | 减仓 |
| MO | Altria Group, Inc. | $47.69万 | 0.08% | 6,629 | 0 | 0.0% | — | 不变 |
| BND | Vanguard Total Bond Market Index ETF | $48.08万 | 0.08% | 6,550 | 0 | 0.0% | — | 不变 |
| ICF | iShares Cohen & Steers REIT ETF | $48.76万 | 0.08% | 7,210 | 0 | 0.0% | — | 不变 |
| MSTR | Strategy, Inc. | $49.32万 | 0.08% | 5,673 | -930 | -14.1% | -$8.08万 | 减仓 |
| — | Fidelity Crypto Industry & Digital Payments ETF | $49.42万 | 0.08% | 11,565 | 380 | 3.4% | $1.62万 | 加仓 |
| WWJD | Inspire International ETF | $49.95万 | 0.08% | 13,100 | -2,500 | -16.0% | -$9.53万 | 减仓 |
| FSLR | First Solar Inc | $50.97万 | 0.09% | 2,160 | -100 | -4.4% | -$2.36万 | 减仓 |
| — | GE Aerospace | $52.02万 | 0.09% | 1,392 | 1,392 | — | $52.02万 | 新建仓 |
| — | Inspire Global Hope ETF | $52.10万 | 0.09% | 10,925 | 0 | 0.0% | — | 不变 |
| PWR | Quanta Services, Inc. | $52.92万 | 0.09% | 735 | -160 | -17.9% | -$11.52万 | 减仓 |
| JAAA | Janus Henderson AAA CLO ETF | $53.47万 | 0.09% | 10,590 | 700 | 7.1% | $3.53万 | 加仓 |
| NFLX | Netflix, Inc. | $54.19万 | 0.09% | 7,590 | -190 | -2.4% | -$1.36万 | 减仓 |
| MRVL | Marvell Technology Group, LTD | $54.77万 | 0.09% | 1,839 | -576 | -23.9% | -$17.16万 | 重新持有 |
| COP | ConocoPhillips, Inc. | $54.79万 | 0.09% | 5,270 | 0 | 0.0% | — | 不变 |
| MMM | 3M Company | $55.05万 | 0.09% | 3,400 | 0 | 0.0% | — | 不变 |
| — | Federated Hermes Market Neutral | $57.39万 | 0.10% | 22,100 | 22,100 | — | $57.39万 | 新建仓 |
| SCHD | Schwab U.S. Dividend Equity ETF | $58.13万 | 0.10% | 18,331 | 2 | 0.0% | $63 | 加仓 |
| XLE | Energy Select Sector SPDR ETF | $58.35万 | 0.10% | 10,986 | -5,638 | -33.9% | -$29.94万 | 减仓 |