Sterling Investment Counsel, LLC
Buffalo NY · SEC CIK 0001925853
$3.57亿2026Q1 申报市值
196持仓数
50.0%前十大占比 · 第一大 9.0%
21 / 13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
FTEC 加仓+$691.91万
CGXU 加仓+$404.97万
JEPI 加仓+$262.18万
EZU 新建仓+$105.94万
SHYG 加仓+$82.26万
2026Q1 卖出最多 按季末市值估算
DIS 清仓-$177.62万
AAPL 减仓-$118.52万
IVW 减仓-$76.01万
NYF 减仓-$72.75万
IP 清仓-$51.18万
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 |
|---|---|---|---|---|---|---|---|---|
| VOE | VANGUARD INDEX FDS | $46.73万 | 0.13% | 2,536 | 380 | 17.6% | $7.00万 | 加仓 |
| IWM | ISHARES TR | $46.72万 | 0.13% | 1,884 | 1,884 | — | $46.72万 | 新建仓 |
| EMB | ISHARES TR | $46.56万 | 0.13% | 4,957 | 490 | 11.0% | $4.60万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $46.54万 | 0.13% | 2,372 | 675 | 39.8% | $13.24万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $45.33万 | 0.13% | 3,462 | -81 | -2.3% | -$1.06万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $44.13万 | 0.12% | 1,059 | -188 | -15.1% | -$7.83万 | 减仓 |
| LOW | LOWES COS INC | $43.64万 | 0.12% | 1,847 | -78 | -4.1% | -$1.84万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $43.44万 | 0.12% | 9,366 | -291 | -3.0% | -$1.35万 | 减仓 |
| WMB | WILLIAMS COS INC | $43.16万 | 0.12% | 5,930 | -2,063 | -25.8% | -$15.01万 | 减仓 |
| GHC | GRAHAM HLDGS CO | $42.74万 | 0.12% | 404 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $42.39万 | 0.12% | 2,862 | 6 | 0.2% | $889 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $41.55万 | 0.12% | 1,932 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $41.48万 | 0.12% | 964 | 6 | 0.6% | $2,582 | 加仓 |
| QUAL | ISHARES TR | $41.19万 | 0.12% | 2,147 | -249 | -10.4% | -$4.78万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $41.03万 | 0.11% | 867 | -332 | -27.7% | -$15.71万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $41.02万 | 0.11% | 1,214 | 410 | 51.0% | $13.85万 | 加仓 |
| USB | US BANCORP | $40.89万 | 0.11% | 7,862 | -542 | -6.4% | -$2.82万 | 减仓 |
| MPC | MARATHON PETE CORP | $40.66万 | 0.11% | 1,665 | -40 | -2.3% | -$9,767 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $40.12万 | 0.11% | 8,636 | -1,926 | -18.2% | -$8.95万 | 减仓 |
| NYF | ISHARES TR | $38.98万 | 0.11% | 7,338 | -13,695 | -65.1% | -$72.75万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $38.69万 | 0.11% | 1,781 | 73 | 4.3% | $1.59万 | 加仓 |
| CATH | GLOBAL X FDS | $38.06万 | 0.11% | 4,870 | -209 | -4.1% | -$1.63万 | 减仓 |
| BAC | BANK AMERICA CORP | $37.93万 | 0.11% | 7,780 | -135 | -1.7% | -$6,581 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $37.59万 | 0.11% | 3,821 | 483 | 14.5% | $4.75万 | 加仓 |
| AMGN | AMGEN INC | $37.58万 | 0.11% | 1,068 | -446 | -29.5% | -$15.69万 | 减仓 |
| MGV | VANGUARD WORLD FD | $37.05万 | 0.10% | 2,556 | 665 | 35.2% | $9.64万 | 加仓 |
| EWC | ISHARES INC | $36.82万 | 0.10% | 6,720 | 6,720 | — | $36.82万 | 新建仓 |
| MO | ALTRIA GROUP INC | $36.28万 | 0.10% | 5,498 | -3,623 | -39.7% | -$23.91万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $36.19万 | 0.10% | 1,493 | -235 | -13.6% | -$5.70万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $34.45万 | 0.10% | 2,592 | 1,200 | 86.2% | $15.95万 | 加仓 |
| ETR | ENTERGY CORP NEW | $34.36万 | 0.10% | 3,058 | -3,460 | -53.1% | -$38.88万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $33.85万 | 0.09% | 560 | -419 | -42.8% | -$25.32万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $33.67万 | 0.09% | 2,490 | -80 | -3.1% | -$1.08万 | 减仓 |
| EIX | EDISON INTL | $32.99万 | 0.09% | 4,508 | 4,508 | — | $32.99万 | 新建仓 |
| NFLX | NETFLIX INC. | $32.76万 | 0.09% | 3,407 | 17 | 0.5% | $1,635 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $32.50万 | 0.09% | 1,201 | -73 | -5.7% | -$1.98万 | 减仓 |
| CSX | CSX CORP | $32.29万 | 0.09% | 7,867 | 7,867 | — | $32.29万 | 新建仓 |
| IJT | ISHARES TR | $32.00万 | 0.09% | 2,211 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $31.81万 | 0.09% | 4,592 | 442 | 10.7% | $3.06万 | 加仓 |
| USMV | ISHARES TR | $31.07万 | 0.09% | 3,350 | -588 | -14.9% | -$5.45万 | 减仓 |
| LIN | LINDE PLC | $30.94万 | 0.09% | 624 | -8 | -1.3% | -$3,966 | 减仓 |
| — | PROSHARES TR | $30.64万 | 0.09% | 4,409 | 18 | 0.4% | $1,251 | 加仓 |
| DES | WISDOMTREE TR | $30.31万 | 0.08% | 8,434 | -1,964 | -18.9% | -$7.06万 | 减仓 |
| SUB | ISHARES TR | $29.86万 | 0.08% | 2,804 | 2,804 | — | $29.86万 | 新建仓 |
| IWS | ISHARES TR | $29.79万 | 0.08% | 2,044 | -1,154 | -36.1% | -$16.82万 | 减仓 |
| MET | METLIFE INC | $29.61万 | 0.08% | 4,187 | -121 | -2.8% | -$8,557 | 减仓 |
| F | FORD MTR CO | $29.39万 | 0.08% | 25,468 | 11,452 | 81.7% | $13.22万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.97万 | 0.08% | 5,771 | -1,986 | -25.6% | -$9.97万 | 减仓 |
| GOVT | ISHARES TR | $28.96万 | 0.08% | 12,641 | 12,641 | — | $28.96万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $28.79万 | 0.08% | 3,556 | -343 | -8.8% | -$2.78万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $28.50万 | 0.08% | 3,763 | 3,763 | — | $28.50万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $28.26万 | 0.08% | 934 | -8 | -0.8% | -$2,421 | 减仓 |
| SPYV | SPDR SERIES TRUST | $28.12万 | 0.08% | 4,970 | -1,247 | -20.1% | -$7.06万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $27.99万 | 0.08% | 5,826 | 1,262 | 27.7% | $6.06万 | 加仓 |
| TJX | TJX COS INC NEW | $27.88万 | 0.08% | 1,746 | -159 | -8.3% | -$2.54万 | 减仓 |
| IWP | ISHARES TR | $27.58万 | 0.08% | 2,153 | -543 | -20.1% | -$6.96万 | 减仓 |
| JNK | SPDR SERIES TRUST | $27.34万 | 0.08% | 2,856 | -982 | -25.6% | -$9.40万 | 减仓 |
| EWU | ISHARES TR | $27.25万 | 0.08% | 5,982 | 5,982 | — | $27.25万 | 新建仓 |
| IWD | ISHARES TR | $27.18万 | 0.08% | 1,272 | -76 | -5.6% | -$1.62万 | 减仓 |
| PWR | QUANTA SVCS INC | $26.63万 | 0.07% | 485 | -274 | -36.1% | -$15.04万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $26.55万 | 0.07% | 680 | 0 | 0.0% | — | 不变 |
| EPP | ISHARES INC | $26.52万 | 0.07% | 4,990 | 4,990 | — | $26.52万 | 新建仓 |
| D | DOMINION ENERGY INC | $26.33万 | 0.07% | 4,259 | -92 | -2.1% | -$5,687 | 减仓 |
| USIG | ISHARES TR | $26.30万 | 0.07% | 5,133 | 5,133 | — | $26.30万 | 新建仓 |
| FE | FIRSTENERGY CORP | $26.26万 | 0.07% | 5,183 | -413 | -7.4% | -$2.09万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $26.09万 | 0.07% | 9,987 | -750 | -7.0% | -$1.96万 | 减仓 |
| IJK | ISHARES TR | $25.97万 | 0.07% | 2,581 | 77 | 3.1% | $7,748 | 加仓 |
| MOAT | VANECK ETF TRUST | $25.82万 | 0.07% | 2,670 | 2,670 | — | $25.82万 | 新建仓 |
| IEFA | ISHARES TR | $25.81万 | 0.07% | 2,851 | 2,851 | — | $25.81万 | 新建仓 |
| TMUS | T-MOBILE US INC | $25.75万 | 0.07% | 1,226 | -246 | -16.7% | -$5.17万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $25.16万 | 0.07% | 1,849 | 350 | 23.3% | $4.76万 | 重新持有 |
| ODC | OIL DRI CORP AMER | $25.09万 | 0.07% | 3,854 | 0 | 0.0% | — | 重新持有 |
| SRLN | SSGA ACTIVE ETF TR | $24.73万 | 0.07% | 6,160 | 6,160 | — | $24.73万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $24.61万 | 0.07% | 4,665 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $24.24万 | 0.07% | 6,711 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $24.19万 | 0.07% | 3,533 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $24.18万 | 0.07% | 3,767 | 3,767 | — | $24.18万 | 新建仓 |
| CSCO | CISCO SYS INC | $23.68万 | 0.07% | 3,052 | 336 | 12.4% | $2.61万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $23.67万 | 0.07% | 738 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $23.16万 | 0.06% | 3,084 | 190 | 6.6% | $1.43万 | 加仓 |
| UNM | UNUM GROUP | $22.22万 | 0.06% | 3,043 | 99 | 3.4% | $7,230 | 加仓 |
| — | WEAVE COMMUNICATIONS INC | $22.09万 | 0.06% | 47,812 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $21.88万 | 0.06% | 1,296 | -12 | -0.9% | -$2,026 | 减仓 |
| MKL | MARKEL GROUP INC | $21.82万 | 0.06% | 114 | 9 | 8.6% | $1.72万 | 加仓 |
| ITOT | ISHARES TR | $21.79万 | 0.06% | 1,530 | -233 | -13.2% | -$3.32万 | 减仓 |
| VHT | VANGUARD WORLD FD | $21.51万 | 0.06% | 790 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $21.35万 | 0.06% | 313 | -174 | -35.7% | -$11.87万 | 减仓 |
| OEF | ISHARES TR | $20.48万 | 0.06% | 644 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $20.39万 | 0.06% | 1,597 | 1,597 | — | $20.39万 | 新建仓 |
| EXC | EXELON CORP | $20.02万 | 0.06% | 4,085 | 4,085 | — | $20.02万 | 新建仓 |
| LAR | LITHIUM ARGENTINA AG | $18.84万 | 0.05% | 28,197 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $15.65万 | 0.04% | 22,787 | 2,173 | 10.5% | $1.49万 | 加仓 |
| WULF | TERAWULF INC | $15.31万 | 0.04% | 10,613 | 10,613 | — | $15.31万 | 新建仓 |
| LAC | LITHIUM AMERS CORP NEW | $11.28万 | 0.03% | 28,563 | 172 | 0.6% | $679 | 加仓 |
| — | EVA LIVE INC | $9.38万 | 0.03% | 25,000 | 25,000 | — | $9.38万 | 新建仓 |
| — | PURPLE INNOVATION INC | $6,612 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -15,666 | -100.0% | -$177.62万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -9,510 | -100.0% | -$51.18万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,812 | -100.0% | -$43.54万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -735 | -100.0% | -$32.68万 | 清仓 |