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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple, Inc. | $3,362.58万 | 6.09% | 132,495 | -2,330 | -1.7% | -$59.13万 | 减仓 |
| JFLX | JPMorgan Flexible Debt ETF | $2,153.43万 | 3.90% | 433,541 | 19,562 | 4.7% | $97.17万 | 加仓 |
| DVY | iShares Select Dividend ETF | $2,082.20万 | 3.77% | 266,000 | 194,533 | 272.2% | $1,522.77万 | 加仓 |
| GOOGL | Alphabet, Inc. A | $1,509.12万 | 2.73% | 52,480 | -2,814 | -5.1% | -$80.92万 | 减仓 |
| AMZN | Amazon.com, Inc. | $1,504.08万 | 2.72% | 72,218 | -335 | -0.5% | -$6.98万 | 减仓 |
| NVDA | Nvidia Corp. | $1,406.34万 | 2.55% | 80,639 | -153 | -0.2% | -$2.67万 | 减仓 |
| KMI | Kinder Morgan, Inc. | $1,403.93万 | 2.54% | 418,709 | -30,220 | -6.7% | -$101.33万 | 减仓 |
| GDX | VanEck Gold Miners ETF | $1,251.17万 | 2.27% | 136,338 | -13,550 | -9.0% | -$124.35万 | 减仓 |
| GMED | Globus Medical, Inc. | $1,240.90万 | 2.25% | 144,023 | 0 | 0.0% | — | 不变 |
| GLD | SPDR Gold MiniShares ETF | $1,084.69万 | 1.96% | 114,915 | -12,112 | -9.5% | -$114.33万 | 减仓 |
| MSFT | Microsoft Corp. | $1,069.46万 | 1.94% | 28,891 | 2,774 | 10.6% | $102.68万 | 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 |
| CRWD | CrowdStrike Holdings, Inc. | $955.84万 | 1.73% | 24,483 | 1,411 | 6.1% | $55.09万 | 加仓 |
| COST | Costco Wholesale Corp. | $935.00万 | 1.69% | 9,383 | -112 | -1.2% | -$11.16万 | 减仓 |
| GS | Goldman Sachs Group, Inc. | $912.61万 | 1.65% | 10,787 | -539 | -4.8% | -$45.60万 | 减仓 |
| LMT | Lockheed Martin Corp. | $819.91万 | 1.48% | 13,566 | -1,584 | -10.5% | -$95.73万 | 减仓 |
| JEPI | JPMorgan Equity Premium Income ETF | $804.72万 | 1.46% | 141,976 | 10,547 | 8.0% | $59.78万 | 加仓 |
| UTG | Reaves Utility Income Fund | $755.84万 | 1.37% | 192,424 | 3,096 | 1.6% | $12.16万 | 加仓 |
| — | Alerian MLP ETF | $727.06万 | 1.32% | 138,120 | 12,500 | 10.0% | $65.80万 | 加仓 |
| JPM | J.P. Morgan Chase & Co. | $683.83万 | 1.24% | 23,247 | -1,145 | -4.7% | -$33.68万 | 减仓 |
| HD | The Home Depot, Inc. | $661.15万 | 1.20% | 20,103 | -284 | -1.4% | -$9.34万 | 减仓 |
| JNJ | Johnson & Johnson | $648.36万 | 1.17% | 26,524 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corp. | $646.10万 | 1.17% | 38,082 | -1,210 | -3.1% | -$20.53万 | 减仓 |
| CVX | Chevron Corp. | $638.81万 | 1.16% | 30,875 | -684 | -2.2% | -$14.15万 | 减仓 |
| V | Visa, Inc. | $638.04万 | 1.16% | 21,110 | -329 | -1.5% | -$9.94万 | 减仓 |
| BIZD | VanEck BDC Income ETF | $629.22万 | 1.14% | 491,575 | 154,150 | 45.7% | $197.31万 | 加仓 |
| WMT | Walmart, Inc. | $613.36万 | 1.11% | 49,353 | -24 | -0.0% | -$2,983 | 减仓 |
| KKR | KKR & Co. | $578.05万 | 1.05% | 62,492 | 5,986 | 10.6% | $55.37万 | 加仓 |
| VRT | Vertiv Holdings Co. | $572.70万 | 1.04% | 22,855 | 379 | 1.7% | $9.50万 | 加仓 |
| HOLA | JPMorgan International Hedged Equity ETF | $549.87万 | 1.00% | 104,538 | 5,861 | 5.9% | $30.83万 | 加仓 |
| META | Meta Platforms, Inc. | $547.42万 | 0.99% | 9,568 | 130 | 1.4% | $7.44万 | 加仓 |
| MUB | iShares S&P National Muni Bond ETF | $537.00万 | 0.97% | 50,589 | 7,560 | 17.6% | $80.25万 | 加仓 |
| GOOG | Alphabet, Inc. C | $509.66万 | 0.92% | 17,767 | -912 | -4.9% | -$26.16万 | 减仓 |
| CWB | SPDR Bloomberg Convertible Securities ETF | $497.51万 | 0.90% | 54,361 | 104 | 0.2% | $9,518 | 加仓 |
| REMX | VanEck Rare Earth & Strategic Metals ETF | $463.36万 | 0.84% | 52,655 | 12,145 | 30.0% | $106.88万 | 加仓 |
| PLTR | Palantir Technologies, Inc. | $455.69万 | 0.82% | 31,152 | 8,099 | 35.1% | $118.47万 | 加仓 |
| AMGN | Amgen, Inc. | $454.21万 | 0.82% | 12,909 | -350 | -2.6% | -$12.31万 | 减仓 |
| BRK/B | Berkshire Hathaway, Inc. B | $448.82万 | 0.81% | 9,366 | -65 | -0.7% | -$3.11万 | 减仓 |
| — | Tema Heart & Health ETF | $441.81万 | 0.80% | 131,160 | -3,400 | -2.5% | -$11.45万 | 减仓 |
| MOAT | VanEck Morningstar Wide Moat ETF | $431.66万 | 0.78% | 44,639 | -2,510 | -5.3% | -$24.27万 | 减仓 |
| TFC | Truist Financial Corp. | $415.37万 | 0.75% | 90,356 | -2,440 | -2.6% | -$11.22万 | 减仓 |
| BOTZ | Global X Robotics & A.I. ETF | $413.47万 | 0.75% | 124,465 | 2,485 | 2.0% | $8.26万 | 加仓 |
| DE | Deere & Co. | $410.02万 | 0.74% | 7,279 | -484 | -6.2% | -$27.26万 | 减仓 |
| TSLA | Tesla, Inc. | $409.04万 | 0.74% | 11,003 | -3 | -0.0% | -$1,115 | 减仓 |
| — | Honeywell International, Inc. | $391.16万 | 0.71% | 17,306 | 831 | 5.0% | $18.78万 | 加仓 |
| — | Invesco S&P 500 Equal Weight ETF | $389.39万 | 0.70% | 20,289 | -163 | -0.8% | -$3.13万 | 减仓 |
| NLR | VanEck Uranium & Nuclear ETF | $387.12万 | 0.70% | 29,065 | 2,665 | 10.1% | $35.50万 | 加仓 |
| VPU | Vanguard Utilities ETF | $373.14万 | 0.68% | 18,832 | -150 | -0.8% | -$2.97万 | 减仓 |
| BX | Blackstone Group, Inc. | $360.61万 | 0.65% | 31,361 | 11,937 | 61.5% | $137.26万 | 加仓 |
| CAH | Cardinal Health, Inc. | $353.20万 | 0.64% | 16,715 | -1,310 | -7.3% | -$27.68万 | 减仓 |
| PFE | Pfizer, Inc. | $350.30万 | 0.63% | 124,752 | 27,192 | 27.9% | $76.36万 | 加仓 |
| SHOP | Shopify, Inc. | $330.26万 | 0.60% | 27,842 | -1,200 | -4.1% | -$14.23万 | 减仓 |
| BLK | BlackRock, Inc. | $317.71万 | 0.58% | 3,304 | -11 | -0.3% | -$1.06万 | 减仓 |
| — | Merck & Co. | $313.40万 | 0.57% | 26,053 | -330 | -1.3% | -$3.97万 | 减仓 |
| OHI | Omega Healthcare Investors, Inc. | $312.09万 | 0.57% | 71,221 | 1,366 | 2.0% | $5.99万 | 加仓 |
| CMI | Cummins, Inc. | $309.63万 | 0.56% | 5,755 | -225 | -3.8% | -$12.11万 | 减仓 |
| MOS | The Mosaic Co. | $296.74万 | 0.54% | 116,368 | -3,894 | -3.2% | -$9.93万 | 减仓 |
| SCHW | The Charles Schwab Corp. | $295.29万 | 0.53% | 31,421 | -150 | -0.5% | -$1.41万 | 减仓 |
| LOW | Lowe's Companies, Inc. | $294.34万 | 0.53% | 12,457 | -23 | -0.2% | -$5,435 | 减仓 |
| PFF | iShares US Preferred Stock ETF | $291.79万 | 0.53% | 96,238 | 2,467 | 2.6% | $7.48万 | 加仓 |
| PG | Procter & Gamble Co. | $278.00万 | 0.50% | 19,247 | -287 | -1.5% | -$4.15万 | 减仓 |
| MINO | PIMCO Municipal Income Opportunities Active ETF | $264.43万 | 0.48% | 58,540 | 21,525 | 58.2% | $97.23万 | 加仓 |
| SPMD | SPDR Mid Cap ETF | $257.06万 | 0.47% | 43,407 | 4,309 | 11.0% | $25.52万 | 加仓 |
| ETN | Eaton Corp. | $255.16万 | 0.46% | 7,134 | -125 | -1.7% | -$4.47万 | 减仓 |
| MDY | SPDR S&P MidCap 400 ETF | $251.37万 | 0.46% | 4,076 | -22 | -0.5% | -$1.36万 | 减仓 |
| REGN | Regeneron Pharmaceuticals, Inc. | $241.22万 | 0.44% | 3,122 | -230 | -6.9% | -$17.77万 | 减仓 |
| MUNI | PIMCO Intermediate Muni Bond Active ETF | $238.51万 | 0.43% | 45,700 | 9,500 | 26.2% | $49.58万 | 加仓 |
| JPST | JPMorgan Ultra-Short Income ETF | $233.30万 | 0.42% | 46,097 | 34,747 | 306.1% | $175.85万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $209.38万 | 0.38% | 3,220 | -18 | -0.6% | -$1.17万 | 减仓 |
| LLY | Eli Lilly & Co. | $204.66万 | 0.37% | 2,225 | 10 | 0.5% | $9,198 | 加仓 |
| PEP | PepsiCo, Inc. | $197.03万 | 0.36% | 12,688 | 537 | 4.4% | $8.34万 | 加仓 |
| EMR | Emerson Electric Co. | $194.76万 | 0.35% | 14,865 | 829 | 5.9% | $10.86万 | 加仓 |
| CSCO | Cisco Systems, Inc. | $194.02万 | 0.35% | 25,006 | 2,419 | 10.7% | $18.77万 | 加仓 |
| AMT | American Tower Corp. | $191.28万 | 0.35% | 11,083 | -273 | -2.4% | -$4.71万 | 减仓 |
| — | Medtronic plc | $190.21万 | 0.34% | 21,951 | -799 | -3.5% | -$6.92万 | 减仓 |
| MCD | McDonald's Corp. | $181.63万 | 0.33% | 5,844 | 45 | 0.8% | $1.40万 | 加仓 |
| — | Freecast Inc | $179.41万 | 0.32% | 402,271 | 402,271 | — | $179.41万 | 新建仓 |
| GLW | Corning, Inc. | $167.65万 | 0.30% | 12,330 | -450 | -3.5% | -$6.12万 | 减仓 |
| ZS | Zscaler, Inc. | $166.95万 | 0.30% | 11,900 | 870 | 7.9% | $12.21万 | 加仓 |
| KO | Coca-Cola Co. | $154.99万 | 0.28% | 20,379 | -300 | -1.5% | -$2.28万 | 减仓 |
| JMUB | JP Morgan Municipal ETF | $153.97万 | 0.28% | 30,800 | 14,800 | 92.5% | $73.99万 | 加仓 |
| SMH | VanEck Semiconductor ETF | $151.08万 | 0.27% | 3,941 | -300 | -7.1% | -$11.50万 | 减仓 |
| — | Invesco QQQ ETF | $149.96万 | 0.27% | 2,598 | -158 | -5.7% | -$9.12万 | 减仓 |
| EFA | iShares MSCI EAFE Index Fund ETF | $149.62万 | 0.27% | 15,566 | 11 | 0.1% | $1,057 | 加仓 |
| JBND | JPMorgan Active Bond ETF | $131.25万 | 0.24% | 24,410 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar, Inc. | $130.46万 | 0.24% | 1,841 | -10 | -0.5% | -$7,086 | 减仓 |
| JCPB | JPMorgan Core Plus Bond ETF | $130.39万 | 0.24% | 27,695 | 675 | 2.5% | $3.18万 | 加仓 |
| PAYX | Paychex, Inc. | $122.17万 | 0.22% | 13,262 | -1,590 | -10.7% | -$14.65万 | 减仓 |
| EEM | iShares MSCI Emerging Markets Index Fund ETF | $121.79万 | 0.22% | 21,445 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Laboratories | $118.58万 | 0.21% | 11,550 | -606 | -5.0% | -$6.22万 | 减仓 |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | $116.35万 | 0.21% | 20,956 | -653 | -3.0% | -$3.63万 | 减仓 |
| SPYG | SPDR S&P 500 Growth ETF | $115.33万 | 0.21% | 11,779 | 1 | 0.0% | $98 | 加仓 |
| — | Alps Medical Breakthrough ETF | $115.28万 | 0.21% | 22,025 | 7,350 | 50.1% | $38.47万 | 加仓 |
| FNX | First Trust Mid Cap Core AlphaDEX ETF | $114.71万 | 0.21% | 8,945 | -1,150 | -11.4% | -$14.75万 | 减仓 |
| ORCL | Oracle Corp. | $114.32万 | 0.21% | 7,771 | -3,225 | -29.3% | -$47.44万 | 减仓 |
| RTX | RTX Corp. | $106.02万 | 0.19% | 5,496 | 131 | 2.4% | $2.53万 | 加仓 |
| PPL | PPL Corp. | $104.81万 | 0.19% | 27,438 | 177 | 0.6% | $6,761 | 加仓 |
| WTRG | Essential Utilities, Inc. | $104.33万 | 0.19% | 25,908 | -1,000 | -3.7% | -$4.03万 | 减仓 |
| SYK | Stryker Corp. | $103.87万 | 0.19% | 3,161 | -60 | -1.9% | -$1.97万 | 减仓 |
| XLE | Energy Select Sector SPDR ETF | $101.84万 | 0.18% | 16,624 | -51 | -0.3% | -$3,124 | 减仓 |