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 |
|---|---|---|---|---|---|---|---|---|
| — | Rolls-Royce Holdings | $25.02万 | 0.04% | 13,000 | 0 | 0.0% | — | 不变 |
| VXF | Vanguard Extended Market Index Fund ETF | $24.62万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| BSV | Vanguard Short-Term Bond Index ETF | $24.27万 | 0.04% | 3,115 | 7 | 0.2% | $545 | 加仓 |
| SCHE | Schwab Emerging Markets Equity ETF | $23.92万 | 0.04% | 6,596 | 151 | 2.3% | $5,475 | 加仓 |
| IBD | Inspire Corporate Bond | $23.77万 | 0.04% | 10,000 | 10,000 | — | $23.77万 | 新建仓 |
| BP | BP p.l.c. | $23.56万 | 0.04% | 6,376 | 0 | 0.0% | — | 不变 |
| IWY | iShares Russell Top 200 Growth ETF | $23.54万 | 0.04% | 810 | 0 | 0.0% | — | 不变 |
| EPD | Enterprise Product Partners, L.P. | $22.61万 | 0.04% | 6,152 | -593 | -8.8% | -$2.18万 | 减仓 |
| TCAF | T Rowe Price Capital Appreciation | $22.61万 | 0.04% | 5,500 | 0 | 0.0% | — | 重新持有 |
| PANW | Palo Alto Networks, Inc. | $22.51万 | 0.04% | 660 | 660 | — | $22.51万 | 新建仓 |
| MA | Mastercard, Inc. | $22.49万 | 0.04% | 438 | 0 | 0.0% | — | 不变 |
| NOC | Northrop Grumman Corp. | $22.47万 | 0.04% | 441 | 0 | 0.0% | — | 不变 |
| IBDV | iShares iBonds Dec 2030 Term Corp. ETF | $22.31万 | 0.04% | 10,235 | 350 | 3.5% | $7,630 | 加仓 |
| — | Strategy, Inc. Variable Rate Prfd A | $21.43万 | 0.04% | 2,525 | 2,525 | — | $21.43万 | 新建仓 |
| ASML | ASML Holding N.V. | $21.29万 | 0.04% | 107 | 107 | — | $21.29万 | 新建仓 |
| IMNM | Immunome, Inc. | $21.02万 | 0.04% | 9,918 | 0 | 0.0% | — | 不变 |
| — | Unilever PLC ADR | $20.83万 | 0.03% | 3,465 | -732 | -17.4% | -$4.40万 | 减仓 |
| GD | General Dynamics Corp | $20.44万 | 0.03% | 577 | 577 | — | $20.44万 | 新建仓 |
| SCHK | Schwab 1000 Index ETF | $20.33万 | 0.03% | 5,638 | 5,638 | — | $20.33万 | 新建仓 |
| IWR | iShares Russell Mid-Cap ETF | $20.06万 | 0.03% | 1,818 | 1,818 | — | $20.06万 | 新建仓 |
| ETH | Grayscale Ethereum Mini Trust ETF | $18.26万 | 0.03% | 12,150 | 12,150 | — | $18.26万 | 新建仓 |
| — | Ford Motor Co. | $16.12万 | 0.03% | 11,600 | 0 | 0.0% | — | 不变 |
| REPL | Replimune Group Inc | $13.62万 | 0.02% | 12,300 | 12,300 | — | $13.62万 | 新建仓 |
| — | Medicus Pharma Ltd | $4.46万 | 0.01% | 100,000 | 100,000 | — | $4.46万 | 新建仓 |
| — | Annovis Bio, Inc. | $4.36万 | 0.01% | 23,416 | 0 | 0.0% | — | 不变 |
| — | 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 |