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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 101 项
建仓 4
增持 52
减持 41
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.7M
70,472
+104%
增持
GOVT
ISHARES TR
+$1.3M
214,403
+37%
增持
TIP
ISHARES TR
+$1.0M
25,000
+71%
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。
减持
DFIV
DIMENSIONAL ETF TRUST
-$994.2K
282,218
-2%
增持
BSV
VANGUARD BD INDEX FDS
+$916.0K
56,572
+29%
减持
IAU
ISHARES GOLD TR
-$828.9K
314,431
-5%
减持
IVW
ISHARES TR
+$665.1K
153,268
-1%
减持
IJT
ISHARES TR
-$588.9K
112,378
-1%
增持
MUB
ISHARES TR
+$583.5K
23,239
+33%
增持
VTEB
VANGUARD MUN BD FDS
+$526.5K
62,472
+23%
增持
AAPL
APPLE INC
+$483.6K
15,950
+6%
增持
DISV
DIMENSIONAL ETF TRUST
-$469.4K
254,023
+2%
增持
VTES
VANGUARD WELLINGTON FD
+$463.3K
25,649
+23%
增持
IDV
ISHARES TR
+$450.3K
120,540
+28%
减持
COST
COSTCO WHSL CORP NEW
-$423.8K
712
-41%
减持
BIV
VANGUARD BD INDEX FDS
-$423.0K
94,257
-1%
减持
DFIP
DIMENSIONAL ETF TRUST
-$374.6K
96,527
-5%
增持
DFGR
DIMENSIONAL ETF TRUST
-$360.0K
173,385
+5%
增持
FNDX
SCHWAB STRATEGIC TR
-$334.7K
397,427
+193%
增持
EFG
ISHARES TR
-$333.7K
42,971
+3%
清仓
CAT
CATERPILLAR INC
-$328.9K
0
-100%
增持
XBJA
INNOVATOR ETFS TRUST
+$324.4K
230,013
+4%
减持
MCD
MCDONALDS CORP
-$297.5K
1,023
-48%
增持
DFSV
DIMENSIONAL ETF TRUST
+$290.1K
204,677
+5%
减持
META
META PLATFORMS INC
-$287.3K
1,052
-33%
增持
DFEV
DIMENSIONAL ETF TRUST
-$280.0K
154,639
+2%
减持
IVE
ISHARES TR
-$267.9K
23,399
-3%
清仓
V
VISA INC
-$266.2K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$265.5K
8,329
-8%
增持
IVV
ISHARES TR
+$262.4K
12,630
+2%
建仓
TSLA
TESLA INC
+$251.6K
623
清仓
ES
EVERSOURCE ENERGY
-$234.9K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$222.9K
0
-100%
建仓
—
ROYAL CARIBBEAN GROUP
+$215.7K
935
建仓
ORCL
ORACLE CORP
+$211.0K
1,266
减持
BDX
BECTON DICKINSON & CO
-$208.1K
2,551
-22%
建仓
NVDA
NVIDIA CORPORATION
+$207.2K
1,543
减持
ABBV
ABBVIE INC
-$174.9K
1,352
-36%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$174.1K
31,881
-1%
增持
DGS
WISDOMTREE TR
-$171.2K
40,257
+1%
减持
HD
HOME DEPOT INC
-$169.9K
907
-30%
增持
SCHE
SCHWAB STRATEGIC TR
+$164.6K
25,950
+44%
增持
SCZ
ISHARES TR
-$141.7K
21,126
+0%
减持
GLD
SPDR GOLD TR
-$139.8K
14,629
-3%
增持
VNQ
VANGUARD INDEX FDS
-$128.6K
33,193
+5%
减持
VBR
VANGUARD INDEX FDS
-$127.5K
11,724
-4%
减持
LLY
ELI LILLY & CO
-$121.8K
766
-5%
增持
VOE
VANGUARD INDEX FDS
-$111.5K
19,677
+0%
减持
AMZN
AMAZON COM INC
-$104.7K
2,148
-31%
增持
DFAR
DIMENSIONAL ETF TRUST
-$96.3K
41,167
+0%
增持
MSFT
MICROSOFT CORP
+$94.7K
3,714
+9%
减持
VBK
VANGUARD INDEX FDS
+$92.5K
8,185
-1%
减持
QQQ
INVESCO QQQ TR
+$86.7K
6,643
-2%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$85.3K
34,788
-5%
增持
JPM
JPMORGAN CHASE & CO.
+$83.3K
2,068
+6%
减持
VOT
VANGUARD INDEX FDS
+$81.6K
9,173
-1%
减持
IHI
ISHARES TR
-$81.6K
3,623
-27%
减持
IJR
ISHARES TR
-$79.4K
11,188
-4%
增持
GOOGL
ALPHABET INC
+$72.8K
2,767
+2%
增持
MRK
MERCK & CO INC
+$67.4K
3,079
+46%
减持
PFS
PROVIDENT FINL SVCS INC
-$61.7K
38,073
-9%
增持
CARR
CARRIER GLOBAL CORPORATION
-$59.3K
5,027
+1%
增持
GOOG
ALPHABET INC
+$53.5K
1,941
+3%
增持
FNDC
SCHWAB STRATEGIC TR
+$51.6K
76,976
+14%
增持
BND
VANGUARD BD INDEX FDS
+$48.0K
8,067
+14%
增持
GD
GENERAL DYNAMICS CORP
-$41.4K
1,102
+0%
增持
IJH
ISHARES TR
+$39.3K
72,732
+1%
减持
MMM
3M CO
-$35.5K
4,610
-0%
增持
CVX
CHEVRON CORP NEW
+$34.1K
1,866
+16%
增持
VTIP
VANGUARD MALVERN FDS
-$31.9K
37,636
+0%
减持
DIVS
GUINNESS ATKINSON FDS
-$30.3K
8,876
-5%
减持
VUG
VANGUARD INDEX FDS
+$30.2K
1,951
-3%
减持
IJS
ISHARES TR
-$29.9K
80,970
-1%
增持
DFIS
DIMENSIONAL ETF TRUST
-$29.7K
13,084
+0%
增持
IJK
ISHARES TR
+$29.7K
166,230
+1%
增持
OTIS
OTIS WORLDWIDE CORP
-$27.1K
2,513
+1%
增持
PEP
PEPSICO INC
+$27.1K
3,181
+18%
增持
—
EXXON MOBIL CORP
-$26.6K
8,713
+6%
增持
QUAL
ISHARES TR
+$24.9K
1,683
+10%
增持
RTX
RTX CORPORATION
-$24.9K
5,184
+1%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
-$24.7K
7,792
+1%
减持
PG
PROCTER AND GAMBLE CO
-$20.2K
3,367
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$19.6K
3,062
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$19.5K
6,249
+1%
增持
EMB
ISHARES TR
-$19.4K
4,362
+0%
减持
DE
DEERE & CO
-$19.1K
994
-6%
增持
DFLV
DIMENSIONAL ETF TRUST
+$18.8K
21,836
+6%
减持
SPY
SPDR S&P 500 ETF TR
-$18.7K
2,623
-3%
减持
DVY
ISHARES TR
-$18.5K
1,934
-4%
增持
VYM
VANGUARD WHITEHALL FDS
+$17.5K
69,863
+1%
减持
IJJ
ISHARES TR
-$16.6K
135,140
-1%
减持
PJAN
INNOVATOR ETFS TRUST
+$12.9K
16,600
-0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$8.9K
27,505
+2%
增持
SCHB
SCHWAB STRATEGIC TR
+$5.8K
9,583
+201%
减持
DFUS
DIMENSIONAL ETF TRUST
+$5.5K
9,036
-1%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$5.5K
14,219
-1%
增持
VONV
VANGUARD SCOTTSDALE FDS
-$4.5K
2,724
+1%
减持
MDYV
SPDR SER TR
+$3.4K
6,516
-0%
减持
VO
VANGUARD INDEX FDS
-$3.1K
1,860
-1%
增持
MDYG
SPDR SER TR
+$2.2K
2,676
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.2K
2,184
+1%
