Sterling Investment Counsel, LLC
Buffalo NY · SEC CIK 0001925853
$4.25亿2026Q2 申报市值
197持仓数
50.8%前十大占比 · 第一大 9.3%
10 / 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
J P MORGAN EXCHA 新建仓+$1,273.09万
JEPI 加仓+$106.65万
CGXU 加仓+$76.71万
IVW 加仓+$64.56万
QQQM 加仓+$59.23万
2026Q2 卖出最多 按季末市值估算
CAH 减仓-$134.50万
BARON ETF TR 清仓-$72.74万
GLW 减仓-$69.40万
AAPL 减仓-$42.57万
TMP 减仓-$40.76万
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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $3,959.02万 | 9.32% | 287,866 | 4,694 | 1.7% | $64.56万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,722.12万 | 8.76% | 122,854 | 1,955 | 1.6% | $59.23万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $3,113.41万 | 7.33% | 551,241 | 18,883 | 3.5% | $106.65万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $3,034.73万 | 7.14% | 876,583 | 22,159 | 2.6% | $76.71万 | 加仓 |
| AAPL | APPLE INC | $1,711.87万 | 4.03% | 59,160 | -1,471 | -2.4% | -$42.57万 | 减仓 |
| IJH | ISHARES TR | $1,562.13万 | 3.68% | 202,585 | 3,676 | 1.8% | $28.35万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $1,273.09万 | 3.00% | 253,686 | 253,686 | — | $1,273.09万 | 新建仓 |
| GOOGL | ALPHABET INC | $1,148.11万 | 2.70% | 32,127 | -10 | -0.0% | -$3,574 | 减仓 |
| IJR | ISHARES TR | $1,026.58万 | 2.42% | 69,218 | 931 | 1.4% | $13.81万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1,014.98万 | 2.39% | 35,541 | 974 | 2.8% | $27.82万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $964.99万 | 2.27% | 48,228 | 2,137 | 4.6% | $42.76万 | 加仓 |
| EMXC | ISHARES INC | $958.63万 | 2.26% | 93,707 | 394 | 0.4% | $4.03万 | 加仓 |
| IVV | ISHARES TR | $867.32万 | 2.04% | 11,581 | -90 | -0.8% | -$6.74万 | 减仓 |
| AMZN | AMAZON COM INC | $733.39万 | 1.73% | 30,771 | 545 | 1.8% | $12.99万 | 加仓 |
| MSFT | MICROSOFT CORP | $669.21万 | 1.58% | 17,940 | 557 | 3.2% | $20.78万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $548.89万 | 1.29% | 10,969 | -90 | -0.8% | -$4.50万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $475.02万 | 1.12% | 14,512 | -392 | -2.6% | -$12.83万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $446.16万 | 1.05% | 13,083 | 550 | 4.4% | $18.76万 | 加仓 |
| META | META PLATFORMS INC | $440.88万 | 1.04% | 7,827 | 583 | 8.0% | $32.84万 | 加仓 |
| WMT | WALMART INC | $401.88万 | 0.95% | 35,483 | -32 | -0.1% | -$3,624 | 减仓 |
| V | VISA INC | $389.72万 | 0.92% | 11,359 | -74 | -0.6% | -$2.54万 | 减仓 |
| GEV | GE VERNOVA INC | $356.69万 | 0.84% | 3,036 | -3 | -0.1% | -$3,525 | 减仓 |
| KO | COCA COLA CO | $324.64万 | 0.76% | 39,946 | 555 | 1.4% | $4.51万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $303.74万 | 0.71% | 4,067 | -5 | -0.1% | -$3,734 | 减仓 |
| LLY | ELI LILLY & CO | $279.11万 | 0.66% | 2,327 | 21 | 0.9% | $2.52万 | 加仓 |
| GOOG | ALPHABET INC | $274.96万 | 0.65% | 7,782 | -98 | -1.2% | -$3.46万 | 减仓 |
| IWF | ISHARES TR | $265.19万 | 0.62% | 21,357 | -615 | -2.8% | -$7.64万 | 减仓 |
| AVGO | BROADCOM INC | $257.45万 | 0.61% | 6,815 | 292 | 4.5% | $11.03万 | 加仓 |
| ABBV | ABBVIE INC | $232.54万 | 0.55% | 9,241 | 431 | 4.9% | $10.85万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $230.42万 | 0.54% | 32,884 | 580 | 1.8% | $4.06万 | 加仓 |
| IXUS | ISHARES TR | $229.14万 | 0.54% | 24,009 | -2,699 | -10.1% | -$25.76万 | 减仓 |
| DGRO | ISHARES TR | $228.78万 | 0.54% | 30,186 | -470 | -1.5% | -$3.56万 | 减仓 |
| ETN | EATON CORP PLC | $222.50万 | 0.52% | 5,222 | -51 | -1.0% | -$2.17万 | 减仓 |
| IVE | ISHARES TR | $221.16万 | 0.52% | 9,740 | -71 | -0.7% | -$1.61万 | 减仓 |
| IUSG | ISHARES TR | $209.33万 | 0.49% | 11,129 | -1,481 | -11.7% | -$27.86万 | 减仓 |
| ADI | ANALOG DEVICES INC | $206.01万 | 0.48% | 5,187 | -31 | -0.6% | -$1.23万 | 减仓 |
| APH | AMPHENOL CORP | $205.98万 | 0.48% | 11,682 | 362 | 3.2% | $6.38万 | 加仓 |
| NOW | SERVICENOW INC | $200.02万 | 0.47% | 20,147 | 3,207 | 18.9% | $31.84万 | 加仓 |
| C | CITIGROUP INC | $193.99万 | 0.46% | 13,861 | 242 | 1.8% | $3.39万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $182.71万 | 0.43% | 13,355 | 335 | 2.6% | $4.58万 | 加仓 |
| HD | HOME DEPOT INC | $172.66万 | 0.41% | 4,896 | 119 | 2.5% | $4.20万 | 加仓 |
| MRK | MERCK & CO INC | $171.48万 | 0.40% | 13,344 | 265 | 2.0% | $3.41万 | 加仓 |
| BOTZ | GLOBAL X FDS | $170.94万 | 0.40% | 45,056 | 2,245 | 5.2% | $8.52万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $168.78万 | 0.40% | 1,749 | -30 | -1.7% | -$2.90万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $167.38万 | 0.39% | 31,515 | -5,633 | -15.2% | -$29.92万 | 减仓 |
| ARKW | ARK ETF TR | $164.85万 | 0.39% | 11,380 | 611 | 5.7% | $8.85万 | 加仓 |
| QQQ | INVESCO QQQ TR | $164.22万 | 0.39% | 2,230 | 2 | 0.1% | $1,473 | 加仓 |
| SHYG | ISHARES TR | $157.08万 | 0.37% | 37,038 | 571 | 1.6% | $2.42万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $154.92万 | 0.36% | 3,090 | 190 | 6.6% | $9.53万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $152.13万 | 0.36% | 2,215 | -190 | -7.9% | -$13.05万 | 减仓 |
| MCD | MCDONALDS CORP | $152.03万 | 0.36% | 5,624 | 321 | 6.1% | $8.68万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $148.58万 | 0.35% | 1,519 | 27 | 1.8% | $2.64万 | 加仓 |
| GLW | CORNING INC | $148.02万 | 0.35% | 5,795 | -2,717 | -31.9% | -$69.40万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $147.09万 | 0.35% | 1,572 | 13 | 0.8% | $1.22万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $142.97万 | 0.34% | 19,813 | 1,172 | 6.3% | $8.46万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $136.65万 | 0.32% | 26,883 | 843 | 3.2% | $4.28万 | 加仓 |
| AMAT | APPLIED MATLS INC | $135.96万 | 0.32% | 1,880 | -74 | -3.8% | -$5.35万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $135.50万 | 0.32% | 5,704 | -5,662 | -49.8% | -$134.50万 | 减仓 |
| EZU | ISHARES INC | $129.40万 | 0.30% | 18,618 | 1,705 | 10.1% | $11.85万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $127.69万 | 0.30% | 1,106 | -108 | -8.9% | -$12.47万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $115.35万 | 0.27% | 3,766 | -480 | -11.3% | -$14.70万 | 减仓 |
| BLK | BLACKROCK INC | $114.52万 | 0.27% | 1,191 | 42 | 3.7% | $4.04万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $113.87万 | 0.27% | 9,013 | 205 | 2.3% | $2.59万 | 加仓 |
| BUG | GLOBAL X FDS | $111.56万 | 0.26% | 29,212 | 2,117 | 7.8% | $8.08万 | 加仓 |
| HYG | ISHARES TR | $110.37万 | 0.26% | 13,802 | 104 | 0.8% | $8,317 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $107.99万 | 0.25% | 10,462 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $105.95万 | 0.25% | 4,172 | 21 | 0.5% | $5,333 | 加仓 |
| CRM | SALESFORCE INC | $104.57万 | 0.25% | 6,675 | 370 | 5.9% | $5.80万 | 加仓 |
| DE | DEERE & CO | $103.99万 | 0.24% | 1,639 | 1 | 0.1% | $634 | 加仓 |
| NLR | VANECK ETF TRUST | $101.95万 | 0.24% | 8,790 | 488 | 5.9% | $5.66万 | 加仓 |
| MTB | M & T BK CORP | $100.35万 | 0.24% | 4,216 | 2 | 0.0% | $476 | 加仓 |
| SPMD | SPDR SERIES TRUST | $100.31万 | 0.24% | 14,847 | -2,173 | -12.8% | -$14.68万 | 减仓 |
| TSLA | TESLA INC | $96.40万 | 0.23% | 2,292 | -23 | -1.0% | -$9,674 | 减仓 |
| EQIX | EQUINIX INC | $95.17万 | 0.22% | 913 | 23 | 2.6% | $2.40万 | 加仓 |
| IGV | ISHARES TR | $93.82万 | 0.22% | 10,355 | 1,531 | 17.4% | $13.87万 | 加仓 |
| LRGF | ISHARES TR | $93.64万 | 0.22% | 12,381 | 1,500 | 13.8% | $11.34万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $92.76万 | 0.22% | 1,806 | -16 | -0.9% | -$8,218 | 减仓 |
| SYK | STRYKER CORPORATION | $82.08万 | 0.19% | 2,607 | 72 | 2.8% | $2.27万 | 加仓 |
| MELI | MERCADOLIBRE INC | $78.59万 | 0.18% | 463 | 32 | 7.4% | $5.43万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $77.99万 | 0.18% | 1,493 | -6 | -0.4% | -$3,134 | 减仓 |
| VGT | VANGUARD WORLD FD | $77.35万 | 0.18% | 6,472 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $76.18万 | 0.18% | 6,905 | -255 | -3.6% | -$2.81万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $76.16万 | 0.18% | 9,218 | 2 | 0.0% | $165 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $75.27万 | 0.18% | 8,158 | 1,466 | 21.9% | $13.53万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.18% | 1 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $74.69万 | 0.18% | 701 | -60 | -7.9% | -$6.39万 | 减仓 |
| IQV | IQVIA HLDGS INC | $72.75万 | 0.17% | 3,765 | 153 | 4.2% | $2.96万 | 加仓 |
| EWJ | ISHARES INC | $62.59万 | 0.15% | 6,711 | 461 | 7.4% | $4.30万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $62.28万 | 0.15% | 3,941 | 1,079 | 37.7% | $17.05万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $59.86万 | 0.14% | 592 | -2 | -0.3% | -$2,022 | 减仓 |
| MGK | VANGUARD WORLD FD | $59.62万 | 0.14% | 6,782 | -308 | -4.3% | -$2.71万 | 减仓 |
| — | EXXON MOBIL CORP | $58.95万 | 0.14% | 4,312 | -391 | -8.3% | -$5.35万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $57.71万 | 0.14% | 3,190 | -13 | -0.4% | -$2,352 | 减仓 |
| IWM | ISHARES TR | $56.60万 | 0.13% | 1,884 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $56.57万 | 0.13% | 4,178 | -5 | -0.1% | -$677 | 减仓 |
| CTAS | CINTAS CORP | $56.40万 | 0.13% | 3,316 | -370 | -10.0% | -$6.29万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $55.17万 | 0.13% | 2,980 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $53.11万 | 0.13% | 2,437 | 65 | 2.7% | $1.42万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $52.58万 | 0.12% | 689 | 9 | 1.3% | $6,868 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $52.52万 | 0.12% | 10,386 | -3,911 | -27.4% | -$19.78万 | 减仓 |