SI

Sterling Investment Management, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$1.7亿

申报季度: 2026-03-31 · 持股只数: 65

STERLING INVESTMENT MANAGEMENT, LLC在最新一期 13F 报告中披露了 65 项持股，申报期为 2026-03-31，总持股市值约为 US$1.7亿，季度换手率为 21.4%。

机构性格雪花图

集中度
16.1
持仓稳定性
21.41
动能／逆势
100
行业集中度
63.13
多样化
100
仓位均衡度
87.19

近期动向

  • 减仓 CNI

    -91.4%　-US$285.0万

  • 减仓 GS

    -81.1%　-US$218.6万

  • 加仓 WM

    +128.1%　US$197.0万

  • 加仓 SPGI

    +52.5%　US$165.9万

  • 减仓 BRK-B

    -13.5%　-US$263.4万

  • 加仓 MCO

    +48.4%　US$148.3万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1VMBSVanguard Mortgage-backed SecETF-其他9.26%+0.56%+0.86%
2GLDSpdr Gold SharesETF-避险与商品8.50%+0.82%-3.57%
3BRK-BBerkshire Hathaway Inc-cl B股票-其他7.44%-1.09%-13.48%
4SPGIS&p Global INC股票-金融5.12%+1.22%+52.48%
5GEGeneral Electric股票-工业4.45%-0.08%+0.74%
6MCOMoody's CORP股票-金融4.22%+1.07%+48.37%
7GOOGAlphabet Inc-cl C股票-通信服务4.10%-0.17%-0.77%
8VVisa Inc-class A Shares股票-金融3.94%+0.39%+22.02%
9MSFTMicrosoft CORP股票-科技3.31%-0.67%+2.98%
10AMLPAlerian Mlp ETFETF-其他3.09%+0.40%-2.71%
11PEPPepsico INC股票-非周期性消费3.09%+0.35%-1.52%
12BRK-ABerkshire Hathaway Inc-cl A股票-其他3.02%+0.02%—
13BSVVanguard Short-term Bond ETFETF-其他2.53%+0.03%-3.52%
14CPCanadian Pacific Kansas City股票-工业2.37%+0.24%-1.33%
15WMTWalmart INC股票-非周期性消费2.28%+0.31%-2.13%
16CCJCameco CORP股票-能源2.22%+0.43%-1.27%
17WMWaste Management INC股票-工业2.03%+1.22%+128.05%
18VBILVanguard 0-3m T-bill ETFETF-其他1.74%—-2.55%
19BIVVanguard Intermediate-term BETF-其他1.74%—-0.04%
20JNJJohnson & Johnson股票-医疗保健1.61%+0.28%-3.22%
21AAPLApple INC股票-科技1.42%-0.04%-1.35%
22BNDXVanguard Total Intl Bond ETFETF-其他1.30%—+0.31%
23SCHZSchwab US Aggregate Bond ETFETF-其他1.27%+0.13%+5.93%
24BABoeing Co/the股票-工业1.25%-0.07%-2.44%
25VTIVanguard Total Stock Mkt ETFETF-其他1.17%+0.83%+238.00%
26VWOVanguard Ftse Emerging MarkeETF-新兴市场1.04%—-2.59%
27KMBKimberly-clark CORP股票-非周期性消费0.99%-0.01%-1.78%
28RIORio Tinto Plc-spon Adr股票-原材料0.89%+0.15%-2.17%
29VEAVanguard Ftse Developed ETFETF-其他0.89%—-2.19%
30UBERUber Technologies INC股票-工业0.87%+0.87%NEW
31JOESt Joe Co/the股票-其他0.77%—-2.31%
32✓ Ferrovial Se股票-其他0.75%—-2.58%
33CVXChevron CORP股票-能源0.71%+0.21%-1.87%
34SAPSap Se-sponsored Adr股票-科技0.63%-0.23%-2.12%
35SCHDSchwab US Dvd Equity ETFETF-其他0.61%+0.09%-0.62%
36VZVerizon Communications INC股票-通信服务0.60%+0.13%-1.93%
37PFEPfizer INC股票-医疗保健0.59%+0.09%-0.83%
38KOFCoca-cola Femsa Sab-sp Adr股票-其他0.58%—-1.93%
39TFCTruist Financial CORP股票-金融0.54%—-1.92%
40XLKSs Technology Select SectorETF-科技型0.51%—-0.60%
41MOAltria Group INC股票-非周期性消费0.51%—-6.17%
42PSAPublic Storage股票-房地产0.48%—-1.85%
43AVBAvalonbay Communities INC股票-房地产0.47%——
44DHRDanaher CORP股票-医疗保健0.46%-0.07%+0.17%
45BLVVanguard Long-term Bond ETFETF-其他0.43%—+0.33%
46VICIVici Properties INC股票-房地产0.42%—-1.94%
47SCHFSchwab Intl Equity ETFETF-其他0.39%—+1.02%
48JPMJpmorgan Chase & Co股票-金融0.39%+0.13%+57.22%
49ABBVAbbvie INC股票-医疗保健0.33%-0.95%-74.20%
50GSGoldman Sachs Group INC股票-金融0.29%-1.22%-81.11%
1–50 of 65

本季持股变动

Sterling Investment Management, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Thermo Fisher Scientific INC (TMO); 新建仓: Uber Technologies INC (UBER); 清仓: Wells Fargo & Co (WFC); 清仓: Republic Services INC (RSG); 清仓: Ishares Msci India ETF (INDA).

Sterling Investment Management, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1WMWaste Management INC+1.2%+128.05%加仓
2SPGIS&p Global INC+1.2%+52.48%加仓
3MCOMoody's CORP+1.1%+48.37%加仓
4VTIVanguard Total Stock Mkt ETF+0.8%+238.00%加仓
5GLDSpdr Gold Shares+0.8%-3.57%减仓
6VMBSVanguard Mortgage-backed Sec+0.6%+0.86%加仓
7CCJCameco CORP+0.4%-1.27%减仓
8AMLPAlerian Mlp ETF+0.4%-2.71%减仓
9VVisa Inc-class A Shares+0.4%+22.02%加仓
10PEPPepsico INC+0.4%-1.52%减仓
11WMTWalmart INC+0.3%-2.13%减仓
12JNJJohnson & Johnson+0.3%-3.22%减仓
13CPCanadian Pacific Kansas City+0.2%-1.33%减仓
14CVXChevron CORP+0.2%-1.87%减仓
15RIORio Tinto Plc-spon Adr+0.2%-2.17%减仓
16JPMJpmorgan Chase & Co+0.1%+57.22%加仓
17VZVerizon Communications INC+0.1%-1.93%减仓
18SCHZSchwab US Aggregate Bond ETF+0.1%+5.93%加仓
19PFEPfizer INC+0.1%-0.83%减仓
20SCHDSchwab US Dvd Equity ETF+0.1%-0.62%减仓
21BSVVanguard Short-term Bond ETF0%-3.52%减仓
22BRK-ABerkshire Hathaway Inc-cl A0%—不变
23KMBKimberly-clark CORP0%-1.78%减仓
24AAPLApple INC0%-1.35%减仓
25BABoeing Co/the-0.1%-2.44%减仓
26DHRDanaher CORP-0.1%+0.17%加仓
27GEGeneral Electric-0.1%+0.74%加仓
28GOOGAlphabet Inc-cl C-0.2%-0.77%减仓
29SAPSap Se-sponsored Adr-0.2%-2.12%减仓
30MSFTMicrosoft CORP-0.7%+2.98%加仓
31ABBVAbbvie INC-1%-74.20%减仓
32BRK-BBerkshire Hathaway Inc-cl B-1.1%-13.48%减仓
33GSGoldman Sachs Group INC-1.2%-81.11%减仓
34CNICanadian Natl Railway Co-1.6%-91.40%减仓
35TMOThermo Fisher Scientific INC—EXIT清仓
36UBERUber Technologies INC—NEW新建仓
37WFCWells Fargo & Co—EXIT清仓
38RSGRepublic Services INC—EXIT清仓
39INDAIshares Msci India ETF—EXIT清仓
40QCOMQualcomm INC—EXIT清仓
41UNHUnitedhealth Group INC—EXIT清仓
42NVONovo-nordisk A/s-spons Adr—EXIT清仓
43VTVVanguard Value ETF—NEW新建仓
44METAMeta Platforms Inc-class A—EXIT清仓
45HONHoneywell International INC—NEW新建仓
46VYMVanguard High Dvd Yield ETF—EXIT清仓
47XLVSs Health Care Select Sector—EXIT清仓
48AMZNAmazon.com INC—NEW新建仓
49VLOValero Energy CORP—NEW新建仓
50KOCoca-cola Co/the—NEW新建仓

FAQ

Sterling Investment Management, LLC 是什么机构？属于哪种投资人类型？
Sterling Investment Management, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.7亿，分布在 65 个已申报仓位之中。
Sterling Investment Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Sterling Investment Management, LLC 按市值排列的前几大持股为： 1. Vanguard Mortgage-backed Sec (VMBS) — US$1543.1万 (9.3%) 2. Spdr Gold Shares (GLD) — US$1417.5万 (8.5%) 3. Berkshire Hathaway Inc-cl B (BRK-B) — US$1240.2万 (7.4%) 4. S&p Global INC (SPGI) — US$854.2万 (5.1%) 5. General Electric (GE) — US$741.2万 (4.5%)
Sterling Investment Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Sterling Investment Management, LLC 共进行了 49 项显著调整：新建仓 6 个仓位、加仓 11 个既有持股、减仓 22 个仓位，并完全清仓 10 个持股。 其中幅度最大的异动：清仓: Thermo Fisher Scientific INC (TMO); 新建仓: Uber Technologies INC (UBER); 清仓: Wells Fargo & Co (WFC); 清仓: Republic Services INC (RSG); 清仓: Ishares Msci India ETF (INDA)
Sterling Investment Management, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Sterling Investment Management, LLC 的主要板块分布如下： • Financials: 37.2% • Industrials: 19.1% • Consumer Staples: 12.1% • Information Technology: 9.4% • Communication Services: 8.0% • Energy: 5.2%