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 |
|---|---|---|---|---|---|---|---|---|
| SCHF | Schwab International Equity ETF | $59.54万 | 0.10% | 21,496 | 295 | 1.4% | $8,172 | 加仓 |
| VT | Vanguard Total World Stock Index ETF | $59.98万 | 0.10% | 3,821 | -115 | -2.9% | -$1.81万 | 减仓 |
| XAR | SPDR Aerospace & Defense ETF | $60.73万 | 0.10% | 2,140 | 0 | 0.0% | — | 不变 |
| UNH | UnitedHealth Group, Inc. | $62.89万 | 0.11% | 1,513 | 0 | 0.0% | — | 不变 |
| — | Dell, Inc. | $62.93万 | 0.11% | 1,459 | -5 | -0.3% | -$2,157 | 减仓 |
| IDXX | IDEXX Laboratories, Inc. | $63.17万 | 0.11% | 1,200 | 100 | 9.1% | $5.26万 | 加仓 |
| AXP | American Express Co. | $63.37万 | 0.11% | 1,873 | 0 | 0.0% | — | 不变 |
| ITB | iShares U.S. Home Construction ETF | $63.96万 | 0.11% | 6,122 | 451 | 8.0% | $4.71万 | 加仓 |
| VUG | Vanguard Growth Index ETF | $65.53万 | 0.11% | 7,608 | 0 | 0.0% | — | 不变 |
| IJH | iShares S&P Mid Cap 400 Index ETF | $67.51万 | 0.11% | 8,755 | -1,540 | -15.0% | -$11.87万 | 减仓 |
| DOCN | DigitalOcean Holdings, Inc. | $69.09万 | 0.12% | 4,400 | 0 | 0.0% | — | 不变 |
| IBDY | iShares iBonds Dec 2033 Term Corp. ETF | $70.41万 | 0.12% | 27,350 | 3,610 | 15.2% | $9.29万 | 加仓 |
| ISMD | Inspire Small/Mid Cap ETF | $71.50万 | 0.12% | 14,300 | 0 | 0.0% | — | 不变 |
| MU | Micron Technology Inc | $75.20万 | 0.13% | 651 | 651 | — | $75.20万 | 新建仓 |
| IBDX | iShares iBonds Dec 2032 Term Corp. ETF | $75.63万 | 0.13% | 30,025 | 4,200 | 16.3% | $10.58万 | 加仓 |
| PSA | Public Storage | $76.49万 | 0.13% | 2,403 | 0 | 0.0% | — | 不变 |
| VOO | Vanguard S&P 500 ETF | $77.11万 | 0.13% | 1,123 | 63 | 5.9% | $4.33万 | 加仓 |
| PTL | Inspire 500 ETF | $77.24万 | 0.13% | 2,700 | -375 | -12.2% | -$10.73万 | 减仓 |
| GDXJ | VanEck Junior Gold Miners ETF | $81.89万 | 0.14% | 8,335 | 0 | 0.0% | — | 不变 |
| PAYX | Paychex, Inc. | $82.84万 | 0.14% | 8,425 | -4,837 | -36.5% | -$47.56万 | 减仓 |
| MDLZ | Mondelez International, Inc. | $83.74万 | 0.14% | 14,478 | -2,900 | -16.7% | -$16.77万 | 减仓 |
| ENB | Enbridge, Inc. | $84.68万 | 0.14% | 15,620 | 0 | 0.0% | — | 不变 |
| TJX | The TJX Companies, Inc. | $85.67万 | 0.14% | 5,655 | 0 | 0.0% | — | 不变 |
| PPL | PPL Corp. | $87.33万 | 0.15% | 24,026 | -3,412 | -12.4% | -$12.40万 | 减仓 |
| — | Broadcom, Inc. | $87.36万 | 0.15% | 2,313 | -439 | -16.0% | -$16.58万 | 减仓 |
| IBIT | iShares Bitcoin Trust ETF | $87.60万 | 0.15% | 26,314 | 210 | 0.8% | $6,991 | 加仓 |
| FEX | First Trust Large Cap Core AlphaDEX ETF | $88.32万 | 0.15% | 6,314 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Laboratories | $90.46万 | 0.15% | 9,969 | -1,581 | -13.7% | -$14.35万 | 减仓 |
| VWO | Vanguard Emerging Markets Stock Index ETF | $93.17万 | 0.16% | 15,609 | 3,781 | 32.0% | $22.57万 | 加仓 |
| BIBL | Inspire 100 ETF | $96.66万 | 0.16% | 16,700 | 0 | 0.0% | — | 不变 |
| VIG | Vanguard Dividend Appreciation ETF | $98.13万 | 0.16% | 4,147 | 1 | 0.0% | $237 | 加仓 |
| SYK | Stryker Corp. | $99.52万 | 0.17% | 3,161 | 0 | 0.0% | — | 不变 |
| WTRG | Essential Utilities, Inc. | $102.13万 | 0.17% | 26,658 | 750 | 2.9% | $2.87万 | 加仓 |
| VTI | Vanguard Total Stock Market Index ETF | $104.28万 | 0.17% | 2,818 | 5 | 0.2% | $1,850 | 加仓 |
| RTX | RTX Corp. | $104.28万 | 0.17% | 5,496 | 0 | 0.0% | — | 不变 |
| ORCL | Oracle Corp. | $113.89万 | 0.19% | 7,771 | 0 | 0.0% | — | 不变 |
| MCD | McDonald's Corp. | $118.10万 | 0.20% | 4,369 | -1,475 | -25.2% | -$39.87万 | 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 |
| FNX | First Trust Mid Cap Core AlphaDEX ETF | $123.59万 | 0.21% | 8,445 | -500 | -5.6% | -$7.32万 | 减仓 |
| JCPB | JPMorgan Core Plus Bond ETF | $130.00万 | 0.22% | 27,695 | 0 | 0.0% | — | 不变 |
| JBND | JPMorgan Active Bond ETF | $130.59万 | 0.22% | 24,410 | 0 | 0.0% | — | 不变 |
| BXSL | Blackstone Secured Lending Fund | $139.70万 | 0.23% | 58,920 | 28,950 | 96.6% | $68.64万 | 加仓 |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | $141.36万 | 0.24% | 23,001 | 2,045 | 9.8% | $12.57万 | 加仓 |
| EEM | iShares MSCI Emerging Markets Index Fund ETF | $146.71万 | 0.25% | 21,445 | 0 | 0.0% | — | 不变 |
| — | Medtronic plc | $147.16万 | 0.25% | 18,811 | -3,140 | -14.3% | -$24.56万 | 减仓 |
| — | Alps Medical Breakthrough ETF | $153.87万 | 0.26% | 23,800 | 1,775 | 8.1% | $11.48万 | 加仓 |
| ALAB | Astera Labs, Inc. | $157.42万 | 0.26% | 3,259 | -466 | -12.5% | -$22.51万 | 减仓 |
| KO | Coca-Cola Co. | $159.15万 | 0.27% | 19,583 | -796 | -3.9% | -$6.47万 | 减仓 |
| EFA | iShares Core MSCI EAFE ETF | $160.05万 | 0.27% | 15,575 | 9 | 0.1% | $925 | 加仓 |
| LRCX | Lam Research Corp. | $163.81万 | 0.27% | 3,780 | -350 | -8.5% | -$15.17万 | 减仓 |
| CAT | Caterpillar, Inc. | $164.54万 | 0.27% | 1,545 | -296 | -16.1% | -$31.52万 | 减仓 |
| PEP | PepsiCo, Inc. | $165.89万 | 0.28% | 12,252 | -436 | -3.4% | -$5.90万 | 减仓 |
| CBRS | Cerebras Systems, Inc. | $167.19万 | 0.28% | 7,565 | 7,565 | — | $167.19万 | 新建仓 |
| AMT | American Tower Corp. | $178.97万 | 0.30% | 10,942 | -141 | -1.3% | -$2.31万 | 减仓 |
| REGN | Regeneron Pharmaceuticals, Inc. | $183.76万 | 0.31% | 2,947 | -175 | -5.6% | -$10.91万 | 减仓 |
| INTC | Intel Corp. | $187.82万 | 0.31% | 13,451 | 500 | 3.9% | $6.98万 | 加仓 |
| — | Invesco QQQ ETF | $189.48万 | 0.32% | 2,573 | -25 | -1.0% | -$1.84万 | 减仓 |
| HONA | Honeywell Aerospace, Inc. | $192.01万 | 0.32% | 8,685 | 8,685 | — | $192.01万 | 新建仓 |
| — | Honeywell International, Inc. | $194.46万 | 0.32% | 8,685 | -7,790 | -47.3% | -$174.42万 | 重新持有 |
| EMR | Emerson Electric Co. | $206.22万 | 0.34% | 14,406 | -459 | -3.1% | -$6.57万 | 减仓 |
| JPST | JPMorgan Ultra-Short Income ETF | $210.36万 | 0.35% | 41,597 | -4,500 | -9.8% | -$22.76万 | 减仓 |
| AMD | Advanced Micro Devices, Inc. | $210.46万 | 0.35% | 3,623 | 0 | 0.0% | — | 不变 |
| MOS | The Mosaic Co. | $211.26万 | 0.35% | 99,700 | -16,668 | -14.3% | -$35.32万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $239.31万 | 0.40% | 3,205 | -15 | -0.5% | -$1.12万 | 减仓 |
| — | Freecast Inc | $243.76万 | 0.41% | 362,738 | -39,533 | -9.8% | -$26.57万 | 减仓 |
| SMH | VanEck Semiconductor ETF | $256.82万 | 0.43% | 3,916 | -25 | -0.6% | -$1.64万 | 减仓 |
| JMUB | JP Morgan Municipal ETF | $257.33万 | 0.43% | 50,800 | 20,000 | 64.9% | $101.31万 | 加仓 |
| LOW | Lowe's Companies, Inc. | $269.22万 | 0.45% | 12,210 | -247 | -2.0% | -$5.45万 | 减仓 |
| SCHW | The Charles Schwab Corp. | $270.08万 | 0.45% | 29,271 | -2,150 | -6.8% | -$19.84万 | 减仓 |
| PG | Procter & Gamble Co. | $280.32万 | 0.47% | 19,116 | -131 | -0.7% | -$1.92万 | 减仓 |
| MDY | SPDR S&P MidCap 400 ETF | $283.14万 | 0.47% | 4,026 | -50 | -1.2% | -$3.52万 | 减仓 |
| GLW | Corning, Inc. | $285.70万 | 0.48% | 11,185 | -1,145 | -9.3% | -$29.25万 | 减仓 |
| SPMD | SPDR Mid Cap ETF | $292.93万 | 0.49% | 43,359 | -48 | -0.1% | -$3,243 | 减仓 |
| LLY | Eli Lilly & Co. | $293.16万 | 0.49% | 2,444 | 219 | 9.8% | $26.27万 | 加仓 |
| CSCO | Cisco Systems, Inc. | $293.79万 | 0.49% | 25,012 | 6 | 0.0% | $705 | 加仓 |
| SHOP | Shopify, Inc. | $297.06万 | 0.50% | 26,017 | -1,825 | -6.6% | -$20.84万 | 减仓 |
| PFF | iShares US Preferred Stock ETF | $297.50万 | 0.50% | 97,573 | 1,335 | 1.4% | $4.07万 | 加仓 |
| ETN | Eaton Corp. | $311.88万 | 0.52% | 7,319 | 185 | 2.6% | $7.88万 | 加仓 |
| BLK | BlackRock, Inc. | $316.43万 | 0.53% | 3,291 | -13 | -0.4% | -$1.25万 | 减仓 |
| — | Merck & Co. | $327.67万 | 0.55% | 25,499 | -554 | -2.1% | -$7.12万 | 减仓 |
| ITW | Illinois Tool Works, Inc. | $333.00万 | 0.56% | 12,312 | 12,312 | — | $333.00万 | 新建仓 |
| NLR | VanEck Uranium & Nuclear ETF | $341.67万 | 0.57% | 29,459 | 394 | 1.4% | $4.57万 | 加仓 |
| OHI | Omega Healthcare Investors, Inc. | $344.90万 | 0.58% | 72,337 | 1,116 | 1.6% | $5.32万 | 加仓 |
| PFE | Pfizer, Inc. | $345.15万 | 0.58% | 143,333 | 18,581 | 14.9% | $44.74万 | 加仓 |
| MUNI | PIMCO Intermediate Muni Bond Active ETF | $345.58万 | 0.58% | 65,700 | 20,000 | 43.8% | $105.20万 | 加仓 |
| VPU | Vanguard Utilities ETF | $368.60万 | 0.62% | 18,832 | 0 | 0.0% | — | 不变 |
| CAH | Cardinal Health, Inc. | $374.16万 | 0.62% | 15,750 | -965 | -5.8% | -$22.92万 | 减仓 |
| MOAT | VanEck Morningstar Wide Moat ETF | $380.23万 | 0.64% | 36,574 | -8,065 | -18.1% | -$83.84万 | 减仓 |
| CMI | Cummins, Inc. | $384.06万 | 0.64% | 5,385 | -370 | -6.4% | -$26.39万 | 减仓 |
| MINO | PIMCO Municipal Income Opportunities Active ETF | $393.19万 | 0.66% | 85,925 | 27,385 | 46.8% | $125.31万 | 加仓 |
| PLTR | Palantir Technologies, Inc. | $396.70万 | 0.66% | 34,002 | 2,850 | 9.1% | $33.25万 | 加仓 |
| TFC | Truist Financial Corp. | $422.68万 | 0.71% | 84,841 | -5,515 | -6.1% | -$27.48万 | 减仓 |
| — | Invesco S&P 500 Equal Weight ETF | $424.45万 | 0.71% | 19,949 | -340 | -1.7% | -$7.23万 | 减仓 |
| DE | Deere & Co. | $441.75万 | 0.74% | 6,964 | -315 | -4.3% | -$19.98万 | 减仓 |
| — | Tema Heart & Health ETF | $451.11万 | 0.75% | 124,360 | -6,800 | -5.2% | -$24.67万 | 减仓 |
| BRK/B | Berkshire Hathaway, Inc. B | $452.85万 | 0.76% | 9,050 | -316 | -3.4% | -$15.81万 | 减仓 |
| CVX | Chevron Corp. | $462.84万 | 0.77% | 27,922 | -2,953 | -9.6% | -$48.95万 | 减仓 |
| TSLA | Tesla, Inc. | $468.59万 | 0.78% | 11,141 | 138 | 1.3% | $5.80万 | 加仓 |
| BOTZ | Global X Robotics & A.I. ETF | $474.31万 | 0.79% | 125,015 | 550 | 0.4% | $2.09万 | 加仓 |
| AMGN | Amgen, Inc. | $477.42万 | 0.80% | 13,184 | 275 | 2.1% | $9.96万 | 加仓 |