Sterling Investment Advisors, Ltd. 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 225 只证券，申报市值合计 5.99 亿美元。前几大持仓：AAPL（6.33%）、DVY（3.93%）、JFLX（3.81%）。本季前 25 大持仓中：增持 10 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple, Inc. | $37.9M | 6.33% | 130,967 | 减持 |
| 2 | DVY | iShares Select Dividend ETF | $23.5M | 3.93% | 305,312 | 增持 |
| 3 | JFLX | JPMorgan Flexible Debt ETF | $22.8M | 3.81% | 452,085 | 增持 |
| 4 | GOOGL | Alphabet, Inc. A | $18.4M | 3.07% | 51,497 | 减持 |
| 5 | CRWD | CrowdStrike Holdings, Inc. | $17.8M | 2.97% | 23,261 | 减持 |
| 6 | AMZN | Amazon.com, Inc. | $16.9M | 2.83% | 71,018 | 减持 |
| 7 | NVDA | Nvidia Corp. | $16.4M | 2.74% | 82,085 | 增持 |
| 8 | SPSM | iShares Core S&P Small-Cap ETF | $11.8M | 1.98% | 79,744 | 减持 |
| 9 | KMI | Kinder Morgan, Inc. | $11.5M | 1.91% | 358,543 | 减持 |
| 10 | GMED | Globus Medical, Inc. | $11.4M | 1.90% | 144,023 | 持平 |
| 11 | MSFT | Microsoft Corp. | $11.0M | 1.83% | 29,406 | 增持 |
| 12 | GS | Goldman Sachs Group, Inc. | $10.6M | 1.76% | 10,444 | 减持 |
| 13 | GDX | VanEck Gold Miners ETF | $10.2M | 1.71% | 135,538 | 减持 |
| 14 | GLD | SPDR Gold Trust ETF | $9.3M | 1.56% | 115,207 | 增持 |
| 15 | JEPI | JPMorgan Equity Premium Income ETF | $8.3M | 1.39% | 147,147 | 增持 |
| 16 | COST | Costco Wholesale Corp. | $8.1M | 1.35% | 8,656 | 减持 |
| 17 | UTG | Reaves Utility Income Fund | $7.7M | 1.29% | 189,654 | 减持 |
| 18 | VRT | Vertiv Holdings Co. | $7.7M | 1.28% | 22,935 | 增持 |
| 19 | JPM | J.P. Morgan Chase & Co. | $7.3M | 1.21% | 22,209 | 减持 |
| 20 | HD | The Home Depot, Inc. | $7.1M | 1.19% | 20,262 | 增持 |
| 21 | LMT | Lockheed Martin Corp. | $7.1M | 1.18% | 13,908 | 增持 |
| 22 | V | Visa, Inc. | $7.1M | 1.18% | 20,668 | 减持 |
| 23 | JNJ | Johnson & Johnson | $6.7M | 1.13% | 26,524 | 持平 |
| 24 | AMLP | Alerian MLP ETF | $6.7M | 1.12% | 129,258 | 减持 |
| 25 | MUB | iShares S&P National Muni Bond ETF | $6.7M | 1.12% | 62,389 | 增持 |
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