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 |
|---|---|---|---|---|---|---|---|---|
| BIZD | VanEck BDC Income ETF | $629.22万 | 1.14% | 491,575 | 154,150 | 45.7% | $197.31万 | 加仓 |
| V | Visa, Inc. | $638.04万 | 1.16% | 21,110 | -329 | -1.5% | -$9.94万 | 减仓 |
| CVX | Chevron Corp. | $638.81万 | 1.16% | 30,875 | -684 | -2.2% | -$14.15万 | 减仓 |
| — | Exxon Mobil Corp. | $646.10万 | 1.17% | 38,082 | -1,210 | -3.1% | -$20.53万 | 减仓 |
| JNJ | Johnson & Johnson | $648.36万 | 1.17% | 26,524 | 0 | 0.0% | — | 不变 |
| HD | The Home Depot, Inc. | $661.15万 | 1.20% | 20,103 | -284 | -1.4% | -$9.34万 | 减仓 |
| JPM | J.P. Morgan Chase & Co. | $683.83万 | 1.24% | 23,247 | -1,145 | -4.7% | -$33.68万 | 减仓 |
| — | Alerian MLP ETF | $727.06万 | 1.32% | 138,120 | 12,500 | 10.0% | $65.80万 | 加仓 |
| UTG | Reaves Utility Income Fund | $755.84万 | 1.37% | 192,424 | 3,096 | 1.6% | $12.16万 | 加仓 |
| JEPI | JPMorgan Equity Premium Income ETF | $804.72万 | 1.46% | 141,976 | 10,547 | 8.0% | $59.78万 | 加仓 |
| LMT | Lockheed Martin Corp. | $819.91万 | 1.48% | 13,566 | -1,584 | -10.5% | -$95.73万 | 减仓 |
| GS | Goldman Sachs Group, Inc. | $912.61万 | 1.65% | 10,787 | -539 | -4.8% | -$45.60万 | 减仓 |
| COST | Costco Wholesale Corp. | $935.00万 | 1.69% | 9,383 | -112 | -1.2% | -$11.16万 | 减仓 |
| CRWD | CrowdStrike Holdings, Inc. | $955.84万 | 1.73% | 24,483 | 1,411 | 6.1% | $55.09万 | 加仓 |
| SPSM | iShares Core S&P Small-Cap ETF | $999.58万 | 1.81% | 80,410 | -1,295 | -1.6% | -$16.10万 | 减仓 |
| MSFT | Microsoft Corp. | $1,069.46万 | 1.94% | 28,891 | 2,774 | 10.6% | $102.68万 | 加仓 |
| GLD | SPDR Gold MiniShares ETF | $1,084.69万 | 1.96% | 114,915 | -12,112 | -9.5% | -$114.33万 | 减仓 |
| GMED | Globus Medical, Inc. | $1,240.90万 | 2.25% | 144,023 | 0 | 0.0% | — | 不变 |
| GDX | VanEck Gold Miners ETF | $1,251.17万 | 2.27% | 136,338 | -13,550 | -9.0% | -$124.35万 | 减仓 |
| KMI | Kinder Morgan, Inc. | $1,403.93万 | 2.54% | 418,709 | -30,220 | -6.7% | -$101.33万 | 减仓 |
| NVDA | Nvidia Corp. | $1,406.34万 | 2.55% | 80,639 | -153 | -0.2% | -$2.67万 | 减仓 |
| AMZN | Amazon.com, Inc. | $1,504.08万 | 2.72% | 72,218 | -335 | -0.5% | -$6.98万 | 减仓 |
| GOOGL | Alphabet, Inc. A | $1,509.12万 | 2.73% | 52,480 | -2,814 | -5.1% | -$80.92万 | 减仓 |
| DVY | iShares Select Dividend ETF | $2,082.20万 | 3.77% | 266,000 | 194,533 | 272.2% | $1,522.77万 | 加仓 |
| JFLX | JPMorgan Flexible Debt ETF | $2,153.43万 | 3.90% | 433,541 | 19,562 | 4.7% | $97.17万 | 加仓 |
| AAPL | Apple, Inc. | $3,362.58万 | 6.09% | 132,495 | -2,330 | -1.7% | -$59.13万 | 减仓 |