Sterling Manor Financial, LLC 13F 持仓 · 2026年Q1
Sterling Manor Financial 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 39 只证券，申报市值合计 1.60 亿美元。前几大持仓：SPBO（12.21%）、JANU（8.87%）、FTSM（7.14%）。本季前 25 大持仓中：新建仓 2 只、增持 10 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPBO | SPDR SERIES TRUST | $19.5M | 12.21% | 672,350 | 增持 |
| 2 | JANU | AIM ETF PRODUCTS TRUST | $14.2M | 8.87% | 518,639 | 减持 |
| 3 | FTSM | FIRST TR EXCHANGE-TRADED FD | $11.4M | 7.14% | 190,997 | 增持 |
| 4 | IDEV | ISHARES TR | $11.1M | 6.91% | 132,269 | 减持 |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | $10.6M | 6.64% | 55,335 | 减持 |
| 6 | DGRO | ISHARES TR | $9.9M | 6.21% | 141,477 | 减持 |
| 7 | SPYG | SPDR SERIES TRUST | $9.3M | 5.80% | 94,787 | 减持 |
| 8 | YSEP | FIRST TR EXCHNG TRADED FD VI | $9.0M | 5.60% | 342,177 | 减持 |
| 9 | SJNK | SPDR SERIES TRUST | $8.6M | 5.40% | 345,836 | 增持 |
| 10 | VFVA | VANGUARD WELLINGTON FD | $8.0M | 4.98% | 59,117 | 减持 |
| 11 | SHLD | GLOBAL X FDS | $7.6M | 4.77% | 107,682 | 减持 |
| 12 | IWP | ISHARES TR | $7.5M | 4.71% | 58,718 | 增持 |
| 13 | XC | WISDOMTREE TR | $6.5M | 4.10% | 209,878 | 新建仓 |
| 14 | SHY | ISHARES TR | $5.2M | 3.26% | 63,035 | 增持 |
| 15 | FSMD | FIDELITY COVINGTON TRUST | $4.7M | 2.96% | 105,784 | 减持 |
| 16 | ZAP | GLOBAL X FDS | $4.4M | 2.73% | 135,793 | 新建仓 |
| 17 | AAPL | APPLE INC | $3.2M | 1.99% | 12,513 | 增持 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $1.2M | 0.77% | 1,882 | 减持 |
| 19 | SDIV | GLOBAL X FDS | $729,307 | 0.46% | 28,872 | 增持 |
| 20 | DOGG | FIRST TR EXCHANGE-TRADED FD | $696,153 | 0.44% | 32,066 | 增持 |
| 21 | JEPI | J P MORGAN EXCHANGE TRADED F | $698,865 | 0.44% | 12,330 | 增持 |
| 22 | OCTU | AIM ETF PRODUCTS TRUST | $708,939 | 0.44% | 25,681 | 增持 |
| 23 | AMZN | AMAZON COM INC | $693,540 | 0.43% | 3,330 | 持平 |
| 24 | MSFT | MICROSOFT CORP | $510,464 | 0.32% | 1,379 | 减持 |
| 25 | AMD | ADVANCED MICRO DEVICES INC | $337,084 | 0.21% | 1,657 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
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