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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 102 项
建仓 8
增持 49
减持 44
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
IVW
ISHARES TR
+$2.8M
155,540
+1%
增持
IJT
ISHARES TR
+$1.8M
123,791
+5%
增持
IJK
ISHARES TR
+$1.7M
178,234
+2%
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
DFSV
DIMENSIONAL ETF TRUST
+$1.6M
277,710
+19%
增持
DISV
DIMENSIONAL ETF TRUST
+$1.4M
298,114
+3%
增持
IJJ
ISHARES TR
+$1.4M
146,424
+5%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.3M
321,412
+2%
增持
FNDX
SCHWAB STRATEGIC TR
+$1.0M
434,117
+6%
增持
XBJA
INNOVATOR ETFS TRUST
+$832.3K
261,717
+5%
增持
VYM
VANGUARD WHITEHALL FDS
+$828.7K
75,194
+5%
增持
DFEV
DIMENSIONAL ETF TRUST
+$815.5K
185,640
+6%
增持
VOT
VANGUARD INDEX FDS
+$799.3K
11,023
+15%
增持
IVV
ISHARES TR
+$748.2K
12,596
+0%
增持
QQQ
INVESCO QQQ TR
+$604.8K
6,843
+1%
增持
DFGR
DIMENSIONAL ETF TRUST
+$521.9K
202,568
+8%
减持
IAU
ISHARES GOLD TR
-$484.1K
279,688
-8%
减持
EFG
ISHARES TR
+$484.0K
41,762
-0%
减持
MSFT
MICROSOFT CORP
+$403.9K
3,596
-2%
增持
BIV
VANGUARD BD INDEX FDS
+$375.8K
105,275
+4%
减持
BDX
BECTON DICKINSON & CO
-$348.1K
1,372
-46%
建仓
ORCL
ORACLE CORP
+$303.2K
1,387
增持
RTX
RTX CORPORATION
+$285.5K
12,657
+136%
增持
DGS
WISDOMTREE TR
+$284.7K
40,095
+0%
减持
FNDC
SCHWAB STRATEGIC TR
+$282.7K
62,524
-4%
建仓
—
ROYAL CARIBBEAN GROUP
+$281.8K
900
增持
DFIP
DIMENSIONAL ETF TRUST
+$279.6K
132,599
+6%
减持
AAPL
APPLE INC
-$265.0K
15,611
-0%
增持
VBK
VANGUARD INDEX FDS
+$252.4K
8,278
+2%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$251.2K
0
-100%
减持
IJH
ISHARES TR
+$247.5K
71,504
-0%
建仓
GE
GE AEROSPACE
+$239.4K
930
建仓
TSLA
TESLA INC
+$234.4K
738
增持
IJS
ISHARES TR
+$217.4K
80,647
+1%
建仓
LRCX
LAM RESEARCH CORP
+$216.1K
2,220
建仓
VTI
VANGUARD INDEX FDS
+$210.9K
694
建仓
CPST
CALAMOS ETF TR
+$209.4K
8,018
增持
DFLV
DIMENSIONAL ETF TRUST
+$208.4K
31,344
+25%
建仓
IWB
ISHARES TR
+$200.0K
589
增持
VOE
VANGUARD INDEX FDS
+$187.8K
20,329
+3%
减持
—
EXXON MOBIL CORP
-$182.4K
13,041
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$171.8K
2,282
-5%
减持
META
META PLATFORMS INC
+$163.9K
1,052
-1%
减持
JNJ
JOHNSON & JOHNSON
-$161.2K
12,293
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$151.8K
2,621
-0%
减持
IDV
ISHARES TR
+$144.3K
87,308
-6%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$133.9K
35,817
+4%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$123.5K
31,231
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$114.3K
2,483
-0%
增持
VBR
VANGUARD INDEX FDS
+$107.0K
11,753
+0%
增持
VTIP
VANGUARD MALVERN FDS
+$105.5K
43,985
+4%
增持
DFUS
DIMENSIONAL ETF TRUST
+$104.7K
10,698
+6%
增持
NVDA
NVIDIA CORPORATION
+$104.2K
1,930
+4%
增持
VTES
VANGUARD WELLINGTON FD
+$103.0K
29,326
+3%
减持
PG
PROCTER AND GAMBLE CO
-$99.7K
2,872
-12%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$94.4K
44,228
+3%
减持
SCZ
ISHARES TR
+$92.0K
19,422
-6%
减持
IVE
ISHARES TR
+$91.2K
23,272
-0%
增持
AMZN
AMAZON COM INC
+$89.3K
2,407
+4%
减持
GLD
SPDR GOLD TR
-$78.2K
12,904
-7%
减持
PFS
PROVIDENT FINL SVCS INC
-$75.1K
26,544
-16%
减持
PEP
PEPSICO INC
-$73.5K
3,170
-3%
减持
VUG
VANGUARD INDEX FDS
+$71.5K
1,793
-7%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$62.1K
33,849
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$60.3K
2,018
-6%
增持
CPSY
CALAMOS ETF TR
+$60.1K
13,451
+19%
减持
IJR
ISHARES TR
+$52.2K
11,367
-0%
减持
TIP
ISHARES TR
-$50.8K
15,566
-2%
减持
VNQ
VANGUARD INDEX FDS
-$48.3K
32,296
-0%
减持
LLY
ELI LILLY & CO
-$47.9K
784
-2%
减持
GOOGL
ALPHABET INC
+$45.0K
2,774
-3%
减持
PJAN
INNOVATOR ETFS TRUST
+$39.3K
16,260
-0%
增持
DFAR
DIMENSIONAL ETF TRUST
+$38.8K
46,375
+5%
减持
VO
VANGUARD INDEX FDS
+$38.4K
1,906
-0%
减持
MRK
MERCK & CO INC
-$36.8K
3,014
-2%
增持
CVX
CHEVRON CORP NEW
-$34.5K
2,127
+5%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$31.9K
13,917
-1%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$28.1K
7,926
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$27.0K
6,264
+0%
增持
MMM
3M CO
+$23.6K
4,367
+0%
增持
GOVT
ISHARES TR
+$23.5K
178,923
+1%
增持
SCHB
SCHWAB STRATEGIC TR
+$22.8K
9,641
+0%
增持
GD
GENERAL DYNAMICS CORP
+$22.5K
1,111
+0%
增持
QUAL
ISHARES TR
+$21.7K
1,818
+0%
减持
COST
COSTCO WHSL CORP NEW
+$18.3K
712
-2%
增持
MDYV
SPDR SERIES TRUST
+$15.7K
6,519
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$14.3K
6,340
-0%
减持
BND
VANGUARD BD INDEX FDS
-$13.4K
7,884
-2%
减持
DE
DEERE & CO
+$13.2K
842
-5%
增持
MUB
ISHARES TR
-$12.9K
17,278
+0%
减持
EMB
ISHARES TR
-$10.8K
4,157
-5%
增持
VTEB
VANGUARD MUN BD FDS
-$10.4K
62,933
+1%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$9.5K
2,750
+1%
减持
HD
HOME DEPOT INC
-$9.3K
853
-3%
增持
IHI
ISHARES TR
+$9.0K
3,626
+0%
减持
SCHE
SCHWAB STRATEGIC TR
-$8.4K
16,208
-10%
增持
PRU
PRUDENTIAL FINL INC
-$8.2K
1,987
+0%
增持
MCD
MCDONALDS CORP
-$4.6K
1,000
+5%
减持
DVY
ISHARES TR
-$4.5K
1,922
-1%
增持
O
REALTY INCOME CORP
-$4.1K
12,775
+0%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$2.6K
3,331
-3%
减持
BSV
VANGUARD BD INDEX FDS
+$2.4K
47,106
-0%
减持
DFIS
DIMENSIONAL ETF TRUST
+$836
11,677
-13%
