Sterling Investment Advisors LLC 13F 持仓 · 2026年Q2
Sterling Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 38 只证券，申报市值合计 2.23 亿美元。前几大持仓：IEFA（17.88%）、IVV（12.93%）、IEMG（9.36%）。本季前 25 大持仓中：增持 17 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $39.8M | 17.88% | 412,090 | 增持 |
| 2 | IVV | ISHARES TR | $28.8M | 12.93% | 38,431 | 减持 |
| 3 | IEMG | ISHARES INC | $20.8M | 9.36% | 251,520 | 减持 |
| 4 | SGOV | ISHARES TR | $19.0M | 8.53% | 188,608 | 增持 |
| 5 | VTV | VANGUARD INDEX FDS | $13.7M | 6.16% | 62,968 | 增持 |
| 6 | LEMB | ISHARES INC | $12.0M | 5.38% | 282,195 | 增持 |
| 7 | IJH | ISHARES TR | $9.4M | 4.21% | 121,581 | 减持 |
| 8 | QLTA | ISHARES TR | $8.6M | 3.85% | 180,540 | 增持 |
| 9 | STIP | ISHARES TR | $8.2M | 3.69% | 80,324 | 增持 |
| 10 | TIP | ISHARES TR | $7.2M | 3.24% | 65,888 | 增持 |
| 11 | ISTB | ISHARES TR | $7.0M | 3.14% | 144,939 | 增持 |
| 12 | IJR | ISHARES TR | $5.5M | 2.48% | 37,238 | 减持 |
| 13 | GNR | SPDR INDEX SHS FDS | $5.5M | 2.45% | 81,023 | 增持 |
| 14 | ETHA | ISHARES ETHEREUM TR | $5.2M | 2.35% | 439,332 | 增持 |
| 15 | IVE | ISHARES TR | $5.2M | 2.34% | 22,986 | 减持 |
| 16 | EFA | ISHARES TR | $4.4M | 1.98% | 42,336 | 增持 |
| 17 | HYG | ISHARES TR | $4.4M | 1.98% | 55,117 | 增持 |
| 18 | AGG | ISHARES TR | $4.1M | 1.82% | 40,955 | 增持 |
| 19 | IWM | ISHARES TR | $2.3M | 1.05% | 7,778 | 减持 |
| 20 | AVGO | BROADCOM INC | $2.3M | 1.03% | 6,070 | 增持 |
| 21 | IVW | ISHARES TR | $1.2M | 0.53% | 8,550 | 减持 |
| 22 | IYR | ISHARES TR | $1.1M | 0.50% | 10,882 | 增持 |
| 23 | STM | STMICROELECTRONICS N V | $1.1M | 0.49% | 14,605 | 增持 |
| 24 | WMT | WALMART INC | $968,368 | 0.43% | 8,549 | 增持 |
| 25 | IAU | ISHARES GOLD TR | $608,712 | 0.27% | 8,061 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR