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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $3,202.96万 | 8.98% | 283,172 | -6,720 | -2.3% | -$76.01万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $3,017.41万 | 8.46% | 532,358 | 46,257 | 9.5% | $262.18万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,872.81万 | 8.05% | 120,899 | -501 | -0.4% | -$11.90万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $2,519.70万 | 7.06% | 854,424 | 137,324 | 19.1% | $404.97万 | 加仓 |
| AAPL | APPLE INC | $1,538.74万 | 4.31% | 60,631 | -4,670 | -7.2% | -$118.52万 | 减仓 |
| IJH | ISHARES TR | $1,343.23万 | 3.76% | 198,909 | 6,193 | 3.2% | $41.82万 | 加仓 |
| GOOGL | ALPHABET INC | $924.12万 | 2.59% | 32,137 | -1,505 | -4.5% | -$43.28万 | 减仓 |
| IJR | ISHARES TR | $848.87万 | 2.38% | 68,287 | 2,887 | 4.4% | $35.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $803.83万 | 2.25% | 46,091 | 1,606 | 3.6% | $28.01万 | 加仓 |
| IVV | ISHARES TR | $762.33万 | 2.14% | 11,671 | -361 | -3.0% | -$23.58万 | 减仓 |
| EMXC | ISHARES INC | $734.00万 | 2.06% | 93,313 | 3,454 | 3.8% | $27.17万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $719.17万 | 2.02% | 34,567 | 33,257 | 2,538.7% | $691.91万 | 加仓 |
| MSFT | MICROSOFT CORP | $643.48万 | 1.80% | 17,383 | 502 | 3.0% | $18.58万 | 加仓 |
| AMZN | AMAZON COM INC | $629.52万 | 1.76% | 30,226 | 310 | 1.0% | $6.46万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $529.95万 | 1.49% | 11,059 | 87 | 0.8% | $4.17万 | 加仓 |
| WMT | WALMART INC | $441.38万 | 1.24% | 35,515 | 59 | 0.2% | $7,332 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $438.40万 | 1.23% | 14,904 | -558 | -3.6% | -$16.41万 | 减仓 |
| META | META PLATFORMS INC | $414.48万 | 1.16% | 7,244 | 422 | 6.2% | $24.15万 | 加仓 |
| V | VISA INC | $345.55万 | 0.97% | 11,433 | -518 | -4.3% | -$15.66万 | 减仓 |
| KO | COCA COLA CO | $299.57万 | 0.84% | 39,391 | -533 | -1.3% | -$4.05万 | 减仓 |
| GEV | GE VERNOVA INC | $265.28万 | 0.74% | 3,039 | 61 | 2.0% | $5.32万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $264.84万 | 0.74% | 4,072 | -18 | -0.4% | -$1.17万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $240.17万 | 0.67% | 11,366 | 2 | 0.0% | $423 | 加仓 |
| IWF | ISHARES TR | $234.20万 | 0.66% | 5,493 | 263 | 5.0% | $11.21万 | 加仓 |
| IXUS | ISHARES TR | $231.40万 | 0.65% | 26,708 | -471 | -1.7% | -$4.08万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $227.57万 | 0.64% | 37,148 | -90 | -0.2% | -$5,513 | 减仓 |
| GOOG | ALPHABET INC | $226.05万 | 0.63% | 7,880 | -700 | -8.2% | -$20.08万 | 减仓 |
| DGRO | ISHARES TR | $215.14万 | 0.60% | 30,656 | -1,442 | -4.5% | -$10.12万 | 减仓 |
| LLY | ELI LILLY & CO | $212.10万 | 0.59% | 2,306 | 19 | 0.8% | $1.75万 | 加仓 |
| IVE | ISHARES TR | $207.17万 | 0.58% | 9,811 | -669 | -6.4% | -$14.13万 | 减仓 |
| AVGO | BROADCOM INC | $201.90万 | 0.57% | 6,523 | 86 | 1.3% | $2.66万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $200.93万 | 0.56% | 12,533 | 1,219 | 10.8% | $19.54万 | 加仓 |
| IUSG | ISHARES TR | $195.60万 | 0.55% | 12,610 | -2,563 | -16.9% | -$39.76万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $193.73万 | 0.54% | 32,304 | 379 | 1.2% | $2.27万 | 加仓 |
| ABBV | ABBVIE INC | $191.61万 | 0.54% | 8,810 | 127 | 1.5% | $2.76万 | 加仓 |
| ETN | EATON CORP PLC | $188.59万 | 0.53% | 5,273 | 402 | 8.3% | $14.38万 | 加仓 |
| NOW | SERVICENOW INC | $177.11万 | 0.50% | 16,940 | 6,710 | 65.6% | $70.15万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $170.67万 | 0.48% | 13,020 | 12 | 0.1% | $1,573 | 加仓 |
| ADI | ANALOG DEVICES INC | $166.01万 | 0.47% | 5,218 | 225 | 4.5% | $7.16万 | 加仓 |
| MCD | MCDONALDS CORP | $164.82万 | 0.46% | 5,303 | 37 | 0.7% | $1.15万 | 加仓 |
| MRK | MERCK & CO INC | $157.33万 | 0.44% | 13,079 | 181 | 1.4% | $2.18万 | 加仓 |
| HD | HOME DEPOT INC | $157.10万 | 0.44% | 4,777 | -249 | -5.0% | -$8.19万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $155.36万 | 0.44% | 1,559 | -421 | -21.3% | -$41.96万 | 减仓 |
| C | CITIGROUP INC | $154.46万 | 0.43% | 13,619 | 170 | 1.3% | $1.93万 | 加仓 |
| SHYG | ISHARES TR | $154.29万 | 0.43% | 36,467 | 19,442 | 114.2% | $82.26万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $143.71万 | 0.40% | 2,405 | 1,307 | 119.0% | $78.10万 | 加仓 |
| APH | AMPHENOL CORP | $143.03万 | 0.40% | 11,320 | 303 | 2.8% | $3.83万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $142.54万 | 0.40% | 2,900 | 185 | 6.8% | $9.09万 | 加仓 |
| BOTZ | GLOBAL X FDS | $142.22万 | 0.40% | 42,811 | 579 | 1.4% | $1.92万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $134.08万 | 0.38% | 18,641 | -261 | -1.4% | -$1.88万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $133.57万 | 0.37% | 1,492 | -54 | -3.5% | -$4.83万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $130.12万 | 0.36% | 26,040 | 2,492 | 10.6% | $12.45万 | 加仓 |
| ARKW | ARK ETF TR | $129.88万 | 0.36% | 10,769 | 916 | 9.3% | $11.05万 | 加仓 |
| QQQ | INVESCO QQQ TR | $128.60万 | 0.36% | 2,228 | 411 | 22.6% | $23.72万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $122.75万 | 0.34% | 8,808 | 2,210 | 33.5% | $30.80万 | 加仓 |
| CRM | SALESFORCE INC | $117.69万 | 0.33% | 6,305 | 1,258 | 24.9% | $23.48万 | 加仓 |
| GLW | CORNING INC | $115.73万 | 0.32% | 8,512 | -2,670 | -23.9% | -$36.30万 | 减仓 |
| NLR | VANECK ETF TRUST | $110.57万 | 0.31% | 8,302 | 11 | 0.1% | $1,465 | 加仓 |
| BLK | BLACKROCK INC | $110.50万 | 0.31% | 1,149 | 35 | 3.1% | $3.37万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $109.27万 | 0.31% | 4,246 | -1,461 | -25.6% | -$37.60万 | 减仓 |
| HYG | ISHARES TR | $108.98万 | 0.31% | 13,698 | -2,683 | -16.4% | -$21.35万 | 减仓 |
| EZU | ISHARES INC | $105.94万 | 0.30% | 16,913 | 16,913 | — | $105.94万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $101.46万 | 0.28% | 4,151 | 45 | 1.1% | $1.10万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $100.79万 | 0.28% | 17,020 | -2,683 | -13.6% | -$15.89万 | 减仓 |
| DE | DEERE & CO | $92.28万 | 0.26% | 1,638 | 39 | 2.4% | $2.20万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $91.04万 | 0.26% | 1,822 | -28 | -1.5% | -$1.40万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $88.84万 | 0.25% | 10,462 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $87.24万 | 0.24% | 890 | 144 | 19.3% | $14.12万 | 加仓 |
| MTB | M & T BK CORP | $87.12万 | 0.24% | 4,214 | 2 | 0.0% | $413 | 加仓 |
| TSLA | TESLA INC | $86.06万 | 0.24% | 2,315 | -131 | -5.4% | -$4.87万 | 减仓 |
| SYK | STRYKER CORPORATION | $83.30万 | 0.23% | 2,535 | 131 | 5.4% | $4.30万 | 加仓 |
| — | EXXON MOBIL CORP | $79.79万 | 0.22% | 4,703 | -1,022 | -17.9% | -$17.34万 | 减仓 |
| MELI | MERCADOLIBRE INC | $74.52万 | 0.21% | 431 | 5 | 1.2% | $8,645 | 加仓 |
| CVX | CHEVRON CORPORATION | $72.85万 | 0.20% | 3,521 | -179 | -4.8% | -$3.70万 | 减仓 |
| — | BARON ETF TR | $72.74万 | 0.20% | 34,878 | 4,212 | 13.7% | $8.78万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $72.36万 | 0.20% | 14,297 | 1,920 | 15.5% | $9.72万 | 加仓 |
| LRGF | ISHARES TR | $71.81万 | 0.20% | 10,881 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.20% | 1 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $70.64万 | 0.20% | 8,824 | 1,215 | 16.0% | $9.73万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $69.69万 | 0.20% | 1,779 | -159 | -8.2% | -$6.23万 | 减仓 |
| IWR | ISHARES TR | $69.62万 | 0.20% | 7,160 | 7,160 | — | $69.62万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $69.43万 | 0.19% | 1,499 | -85 | -5.4% | -$3.94万 | 减仓 |
| BUG | GLOBAL X FDS | $68.04万 | 0.19% | 27,095 | 4,377 | 19.3% | $10.99万 | 加仓 |
| AMAT | APPLIED MATLS INC | $66.79万 | 0.19% | 1,954 | 61 | 3.2% | $2.09万 | 加仓 |
| TMP | TOMPKINS FINL CORP | $65.28万 | 0.18% | 8,280 | -1,000 | -10.8% | -$7.88万 | 减仓 |
| PEP | PEPSICO INC | $64.96万 | 0.18% | 4,183 | 42 | 1.0% | $6,522 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $62.89万 | 0.18% | 6,692 | 1,962 | 41.5% | $18.44万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $62.63万 | 0.18% | 1,536 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $62.34万 | 0.17% | 3,686 | -94 | -2.5% | -$1.59万 | 减仓 |
| T | AT&T INC | $61.87万 | 0.17% | 21,341 | 440 | 2.1% | $1.28万 | 加仓 |
| IQV | IQVIA HLDGS INC | $61.60万 | 0.17% | 3,612 | 277 | 8.3% | $4.72万 | 加仓 |
| VGT | VANGUARD WORLD FD | $56.45万 | 0.16% | 809 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $53.93万 | 0.15% | 761 | 18 | 2.4% | $1.28万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $52.96万 | 0.15% | 3,203 | -235 | -6.8% | -$3.89万 | 减仓 |
| EWJ | ISHARES INC | $52.77万 | 0.15% | 6,250 | 6,250 | — | $52.77万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $52.10万 | 0.15% | 1,418 | 439 | 44.8% | $16.13万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $50.24万 | 0.14% | 594 | -48 | -7.5% | -$4.06万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $49.43万 | 0.14% | 3,422 | -242 | -6.6% | -$3.50万 | 减仓 |
| PLD | PROLOGIS INC. | $49.33万 | 0.14% | 3,732 | -124 | -3.2% | -$1.64万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $46.89万 | 0.13% | 2,980 | -1,475 | -33.1% | -$23.21万 | 减仓 |