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 |
|---|---|---|---|---|---|---|---|---|
| SCHE | Schwab Emerging Markets Equity ETF | $21.24万 | 0.04% | 6,445 | 6,445 | — | $21.24万 | 新建仓 |
| RBRK | Rubrik Inc | $20.81万 | 0.04% | 4,250 | 4,250 | — | $20.81万 | 新建仓 |
| VXF | Vanguard Extended Market Index Fund ETF | $20.58万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| BABA | Alibaba Group Holding, Ltd. | $20.29万 | 0.04% | 1,617 | 0 | 0.0% | — | 不变 |
| IWY | iShares Russell Top 200 Growth ETF | $20.16万 | 0.04% | 810 | 0 | 0.0% | — | 不变 |
| — | Rolls-Royce Holdings | $20.05万 | 0.04% | 13,000 | 0 | 0.0% | — | 不变 |
| COLD | Americold Realty Trust, Inc. | $17.68万 | 0.03% | 15,425 | 15,425 | — | $17.68万 | 新建仓 |
| SBET | Sharplink Gaming Inc | $15.80万 | 0.03% | 24,500 | 24,500 | — | $15.80万 | 新建仓 |
| — | Ford Motor Co. | $13.39万 | 0.02% | 11,600 | 0 | 0.0% | — | 不变 |
| — | Annovis Bio, Inc. | $5.22万 | 0.01% | 23,416 | 0 | 0.0% | — | 不变 |
| PRME | Prime Medicine Inc | $4.66万 | 0.01% | 13,400 | 0 | 0.0% | — | 不变 |
| 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 |