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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 101 项
建仓 6
增持 51
减持 39
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.4M
315,493
+12%
减持
IAU
ISHARES GOLD TR
+$2.4M
304,027
-3%
增持
DISV
DIMENSIONAL ETF TRUST
+$1.7M
289,717
+14%
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
BNDX
VANGUARD CHARLOTTE FDS
-$1.4M
42,919
-39%
增持
DFIP
DIMENSIONAL ETF TRUST
+$1.4M
125,011
+30%
增持
IVW
ISHARES TR
-$1.2M
154,375
+1%
减持
IJS
ISHARES TR
-$988.0K
80,080
-1%
减持
TIP
ISHARES TR
-$900.1K
15,876
-36%
减持
GOVT
ISHARES TR
-$838.8K
177,861
-17%
增持
JNJ
JOHNSON & JOHNSON
+$834.5K
12,295
+48%
增持
BIV
VANGUARD BD INDEX FDS
+$722.3K
101,426
+8%
增持
DFEV
DIMENSIONAL ETF TRUST
+$698.8K
175,669
+14%
减持
BSV
VANGUARD BD INDEX FDS
-$666.5K
47,328
-16%
减持
MUB
ISHARES TR
-$658.0K
17,243
-26%
增持
—
EXXON MOBIL CORP
+$651.0K
13,355
+53%
增持
IJK
ISHARES TR
-$578.5K
174,554
+5%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$568.0K
34,376
+25%
增持
IJT
ISHARES TR
-$529.5K
117,936
+5%
减持
AAPL
APPLE INC
-$526.3K
15,612
-2%
增持
DFGR
DIMENSIONAL ETF TRUST
+$484.8K
187,091
+8%
减持
GLD
SPDR GOLD TR
+$469.7K
13,923
-5%
增持
XBJA
INNOVATOR ETFS TRUST
+$438.4K
249,942
+9%
减持
IDV
ISHARES TR
-$431.7K
92,480
-23%
减持
IVV
ISHARES TR
-$362.3K
12,587
-0%
减持
IJH
ISHARES TR
-$344.7K
71,761
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$289.5K
2,404
+10%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$288.6K
6,362
增持
VTES
VANGUARD WELLINGTON FD
+$285.6K
28,424
+11%
增持
VTIP
VANGUARD MALVERN FDS
+$283.2K
42,196
+12%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$283.0K
3,439
增持
VYM
VANGUARD WHITEHALL FDS
+$281.6K
71,305
+2%
减持
FNDC
SCHWAB STRATEGIC TR
-$281.5K
64,819
-16%
清仓
UPS
UNITED PARCEL SERVICE INC
-$277.9K
0
-100%
建仓
CPSY
CALAMOS ETF TR
+$264.7K
11,317
增持
DFSV
DIMENSIONAL ETF TRUST
+$257.0K
232,928
+14%
减持
VBK
VANGUARD INDEX FDS
-$252.2K
8,103
-1%
清仓
TSLA
TESLA INC
-$251.6K
0
-100%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$251.2K
7,356
清仓
BIL
SPDR SER TR
-$243.8K
0
-100%
增持
O
REALTY INCOME CORP
+$233.7K
12,758
+35%
增持
FNDX
SCHWAB STRATEGIC TR
+$229.1K
408,307
+3%
增持
QQQ
INVESCO QQQ TR
-$226.2K
6,760
+2%
建仓
PRU
PRUDENTIAL FINL INC
+$221.7K
1,985
清仓
—
ROYAL CARIBBEAN GROUP
-$215.7K
0
-100%
建仓
ES
EVERSOURCE ENERGY
+$214.4K
3,452
清仓
ORCL
ORACLE CORP
-$211.0K
0
-100%
减持
SCHE
SCHWAB STRATEGIC TR
-$194.2K
18,023
-31%
减持
MSFT
MICROSOFT CORP
-$180.9K
3,688
-1%
减持
PFS
PROVIDENT FINL SVCS INC
-$178.0K
31,474
-17%
增持
IJJ
ISHARES TR
-$150.0K
139,790
+3%
增持
VBR
VANGUARD INDEX FDS
-$138.6K
11,729
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$137.6K
2,484
+14%
减持
SIGI
SELECTIVE INS GROUP INC
-$134.8K
11,418
-10%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$132.4K
32,599
+2%
增持
RTX
RTX CORPORATION
+$110.0K
5,359
+3%
增持
DFLV
DIMENSIONAL ETF TRUST
+$108.2K
24,989
+14%
增持
IJR
ISHARES TR
-$99.0K
11,380
+2%
增持
DFAR
DIMENSIONAL ETF TRUST
+$91.2K
44,137
+7%
减持
VUG
VANGUARD INDEX FDS
-$86.2K
1,927
-1%
增持
GOOGL
ALPHABET INC
-$80.0K
2,870
+4%
减持
GOOG
ALPHABET INC
-$75.9K
1,880
-3%
增持
CVX
CHEVRON CORP NEW
+$68.8K
2,027
+9%
增持
LLY
ELI LILLY & CO
+$67.7K
798
+4%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$57.6K
14,106
-1%
减持
MMM
3M CO
+$46.1K
4,366
-5%
减持
DGS
WISDOMTREE TR
-$39.2K
39,954
-1%
减持
SCZ
ISHARES TR
+$36.2K
20,772
-2%
增持
DFUS
DIMENSIONAL ETF TRUST
+$36.2K
10,123
+12%
减持
VTEB
VANGUARD MUN BD FDS
-$35.7K
62,394
-0%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$34.6K
33,870
-3%
增持
COST
COSTCO WHSL CORP NEW
+$34.3K
726
+2%
减持
EFG
ISHARES TR
+$32.5K
41,934
-2%
增持
AMZN
AMAZON COM INC
-$32.5K
2,306
+7%
减持
VNQ
VANGUARD INDEX FDS
-$32.2K
32,302
-3%
减持
HD
HOME DEPOT INC
-$30.9K
878
-3%
减持
MRK
MERCK & CO INC
-$30.9K
3,068
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$29.0K
2,139
+3%
减持
VOE
VANGUARD INDEX FDS
-$27.7K
19,655
-0%
增持
DFIS
DIMENSIONAL ETF TRUST
+$26.3K
13,452
+3%
减持
PJAN
INNOVATOR ETFS TRUST
-$24.4K
16,323
-2%
减持
MDYG
SPDR SER TR
-$22.5K
2,644
-1%
增持
MDYV
SPDR SER TR
-$20.4K
6,517
+0%
减持
UAUG
INNOVATOR ETFS TRUST
-$16.2K
8,103
-3%
增持
BND
VANGUARD BD INDEX FDS
+$13.8K
8,086
+0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$13.1K
3,126
-1%
增持
GD
GENERAL DYNAMICS CORP
+$11.4K
1,106
+0%
增持
QUAL
ISHARES TR
+$11.0K
1,817
+8%
增持
SCHB
SCHWAB STRATEGIC TR
-$10.6K
9,613
+0%
减持
IVE
ISHARES TR
-$9.9K
23,384
-0%
增持
PEP
PEPSICO INC
+$8.4K
3,282
+3%
增持
VOT
VANGUARD INDEX FDS
+$8.0K
9,547
+4%
增持
EMB
ISHARES TR
+$7.5K
4,369
+0%
减持
PG
PROCTER AND GAMBLE CO
-$7.2K
3,270
-3%
增持
IHI
ISHARES TR
+$6.7K
3,624
+0%
增持
NVDA
NVIDIA CORPORATION
-$6.5K
1,852
+20%
减持
DE
DEERE & CO
-$6.3K
884
-11%
增持
BDX
BECTON DICKINSON & CO
+$5.7K
2,552
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$4.7K
3,116
+2%
增持
VO
VANGUARD INDEX FDS
+$3.7K
1,914
+3%
增持
META
META PLATFORMS INC
-$3.3K
1,063
+1%
减持
MCD
MCDONALDS CORP
+$196
950
-7%
