Sterling Investment Counsel, LLC 13F 持仓 · 2026年Q2
Sterling Investment Counsel 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 195 只证券，申报市值合计 4.25 亿美元。前几大持仓：IVW（9.32%）、QQQM（8.76%）、JEPI（7.33%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $39.6M | 9.32% | 287,866 | 增持 |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | $37.2M | 8.76% | 122,854 | 增持 |
| 3 | JEPI | J P MORGAN EXCHANGE TRADED F | $31.1M | 7.33% | 551,241 | 增持 |
| 4 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $30.3M | 7.14% | 876,583 | 增持 |
| 5 | AAPL | APPLE INC | $17.1M | 4.03% | 59,160 | 减持 |
| 6 | IJH | ISHARES TR | $15.6M | 3.68% | 202,585 | 增持 |
| 7 | JTNY | J P MORGAN EXCHANGE TRADED F | $12.7M | 3.00% | 253,686 | 新建仓 |
| 8 | GOOGL | ALPHABET INC | $11.5M | 2.70% | 32,127 | 减持 |
| 9 | IJR | ISHARES TR | $10.3M | 2.42% | 69,218 | 增持 |
| 10 | FTEC | FIDELITY COVINGTON TRUST | $10.1M | 2.39% | 35,541 | 增持 |
| 11 | NVDA | NVIDIA CORPORATION | $9.6M | 2.27% | 48,228 | 增持 |
| 12 | EMXC | ISHARES INC | $9.6M | 2.26% | 93,707 | 增持 |
| 13 | IVV | ISHARES TR | $8.7M | 2.04% | 11,581 | 减持 |
| 14 | AMZN | AMAZON COM INC | $7.3M | 1.73% | 30,771 | 增持 |
| 15 | MSFT | MICROSOFT CORP | $6.7M | 1.58% | 17,940 | 增持 |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.5M | 1.29% | 10,969 | 减持 |
| 17 | JPM | JPMORGAN CHASE & CO | $4.8M | 1.12% | 14,512 | 减持 |
| 18 | PANW | PALO ALTO NETWORKS INC | $4.5M | 1.05% | 13,083 | 增持 |
| 19 | META | META PLATFORMS INC | $4.4M | 1.04% | 7,827 | 增持 |
| 20 | WMT | WALMART INC | $4.0M | 0.95% | 35,483 | 减持 |
| 21 | V | VISA INC | $3.9M | 0.92% | 11,359 | 减持 |
| 22 | GEV | GE VERNOVA INC | $3.6M | 0.84% | 3,036 | 减持 |
| 23 | KO | COCA COLA CO | $3.2M | 0.76% | 39,946 | 增持 |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $3.0M | 0.71% | 4,067 | 减持 |
| 25 | LLY | ELI LILLY & CO | $2.8M | 0.66% | 2,327 | 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