小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Sterling Financial Planning, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Sterling Financial Planning, Inc.
报告期 2026-03-31 · CIK 0001844278
持仓数
117
前50大市值合计
$308.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 95 项
建仓 6
增持 27
减持 59
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
IJK
ISHARES TR
+$1.9M
158,735
-0%
增持
IAU
ISHARES GOLD TR
+$1.1M
348,104
+1%
增持
XBJA
INNOVATOR ETFS TRUST
+$1.1M
189,597
+21%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.0M
240,400
+6%
减持
IVW
ISHARES TR
+$899.7K
164,244
-5%
增持
BIV
VANGUARD BD INDEX FDS
+$891.8K
81,572
+18%
增持
DISV
DIMENSIONAL ETF TRUST
+$831.5K
194,449
+13%
增持
IJJ
ISHARES TR
+$749.8K
129,620
+1%
增持
DFIP
DIMENSIONAL ETF TRUST
+$698.4K
95,528
+22%
增持
DFGR
DIMENSIONAL ETF TRUST
+$695.1K
115,719
+33%
增持
VYM
VANGUARD WHITEHALL FDS
+$660.9K
66,580
+1%
增持
IJT
ISHARES TR
+$634.6K
108,464
+0%
减持
FNDX
SCHWAB STRATEGIC TR
+$595.6K
136,566
-2%
减持
IVV
ISHARES TR
+$509.0K
12,969
-2%
增持
DFSV
DIMENSIONAL ETF TRUST
+$493.9K
153,557
+8%
增持
DFEV
DIMENSIONAL ETF TRUST
+$476.9K
117,605
+15%
增持
VTES
VANGUARD WELLINGTON FD
+$413.3K
21,691
+24%
减持
AAPL
APPLE INC
-$374.1K
15,210
-2%
减持
BND
VANGUARD BD INDEX FDS
-$357.1K
15,015
-24%
减持
TIP
ISHARES TR
-$336.8K
14,464
-18%
建仓
MMM
3M CO
+$320.5K
3,022
增持
VTEB
VANGUARD MUN BD FDS
+$292.2K
44,526
+16%
减持
IVE
ISHARES TR
+$289.4K
24,733
-1%
建仓
V
VISA INC
+$286.6K
1,027
增持
COST
COSTCO WHSL CORP NEW
+$286.1K
1,214
+33%
减持
DFAR
DIMENSIONAL ETF TRUST
-$267.4K
39,414
-22%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$257.1K
35,326
-17%
清仓
WBS
WEBSTER FINL CORP
-$246.3K
0
-100%
减持
IJS
ISHARES TR
-$245.3K
84,390
-2%
减持
EFG
ISHARES TR
+$238.3K
38,478
-1%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$237.3K
4,165
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$221.4K
0
-100%
建仓
—
LAM RESEARCH CORP
+$215.7K
222
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$210.9K
2,682
增持
IJH
ISHARES TR
+$209.5K
78,384
+377%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$208.3K
4,964
清仓
TD
TORONTO DOMINION BK ONT
-$206.8K
0
-100%
减持
VOE
VANGUARD INDEX FDS
+$188.9K
20,902
-1%
减持
—
LAKELAND BANCORP INC
-$185.8K
61,770
-2%
减持
GLD
SPDR GOLD TR
+$180.6K
15,776
-2%
增持
JPM
JPMORGAN CHASE & CO
+$179.7K
2,006
+54%
减持
META
META PLATFORMS INC
+$176.7K
1,557
-5%
增持
LLY
ELI LILLY & CO
+$171.8K
863
+1%
增持
VTIP
VANGUARD MALVERN FDS
+$163.1K
32,357
+11%
减持
IDV
ISHARES TR
-$162.7K
115,390
-5%
减持
MUB
ISHARES TR
-$140.7K
26,700
-4%
减持
—
EXXON MOBIL CORP
+$133.6K
10,723
-4%
减持
MSFT
MICROSOFT CORP
+$125.4K
3,312
-2%
减持
VNQ
VANGUARD INDEX FDS
-$125.3K
33,371
-2%
减持
GOVT
ISHARES TR
-$118.2K
153,825
-2%
减持
VBR
VANGUARD INDEX FDS
+$113.8K
12,836
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$109.7K
2,694
-1%
减持
VBK
VANGUARD INDEX FDS
+$103.7K
9,045
-3%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$103.4K
16,391
-18%
增持
BSV
VANGUARD BD INDEX FDS
+$102.6K
43,145
+4%
减持
QQQ
INVESCO QQQ TR
+$92.8K
6,421
-5%
增持
DGS
WISDOMTREE TR
+$89.0K
38,085
+3%
减持
UPS
UNITED PARCEL SERVICE INC
-$81.5K
2,599
-13%
减持
VOT
VANGUARD INDEX FDS
+$75.4K
9,537
-4%
减持
GOOGL
ALPHABET INC
-$69.9K
2,877
-20%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$65.7K
20,682
+4%
增持
O
REALTY INCOME CORP
+$60.4K
9,480
+20%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$59.1K
2,328
-10%
减持
MCD
MCDONALDS CORP
-$55.4K
1,951
-4%
减持
PG
PROCTER AND GAMBLE CO
+$53.7K
3,522
-0%
减持
FNDC
SCHWAB STRATEGIC TR
-$43.3K
70,239
-3%
减持
ABBV
ABBVIE INC
+$43.1K
2,102
-4%
减持
DE
DEERE & CO
-$42.0K
1,655
-8%
减持
HD
HOME DEPOT INC
+$37.2K
1,370
-3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$35.8K
3,228
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$35.3K
2,200
-7%
减持
PJAN
INNOVATOR ETFS TRUST
+$29.4K
16,661
-0%
减持
JNJ
JOHNSON & JOHNSON
-$27.2K
10,116
-3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$26.8K
3,355
-2%
减持
VUG
VANGUARD INDEX FDS
+$26.6K
1,712
-5%
增持
GD
GENERAL DYNAMICS CORP
+$26.0K
1,089
+0%
减持
IJR
ISHARES TR
-$24.0K
12,272
-4%
增持
IHI
ISHARES TR
+$22.9K
4,943
+0%
减持
SCZ
ISHARES TR
+$20.9K
23,891
-1%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$19.9K
36,653
-7%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$18.6K
7,551
+1%
减持
BDX
BECTON DICKINSON & CO
-$13.7K
3,965
-3%
减持
CVX
CHEVRON CORP NEW
+$12.6K
1,604
-0%
减持
MDYV
SPDR SER TR
-$8.8K
6,569
-5%
减持
DFIS
DIMENSIONAL ETF TRUST
+$8.6K
13,109
-1%
减持
VO
VANGUARD INDEX FDS
+$8.5K
1,933
-5%
减持
GOOG
ALPHABET INC
+$8.5K
1,991
-5%
减持
EMB
ISHARES TR
-$7.9K
4,337
-3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.9K
10,032
+0%
减持
QUAL
ISHARES TR
-$6.6K
2,244
-12%
减持
SCHE
SCHWAB STRATEGIC TR
-$6.3K
19,155
-3%
减持
AMZN
AMAZON COM INC
+$5.6K
3,018
-15%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$5.3K
27,348
-0%
减持
PEP
PEPSICO INC
+$5.0K
2,880
-2%
减持
DIVS
GUINNESS ATKINSON FDS
+$3.8K
9,376
-4%
