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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 97 项
建仓 2
增持 37
减持 56
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
IAU
ISHARES GOLD TR
+$2.5M
273,359
-2%
增持
IJT
ISHARES TR
+$1.1M
124,178
+0%
增持
IJJ
ISHARES TR
+$1.1M
147,868
+1%
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
IJK
ISHARES TR
+$1.1M
180,213
+1%
减持
DFIV
DIMENSIONAL ETF TRUST
+$839.6K
316,690
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$793.3K
76,746
+2%
减持
AAPL
APPLE INC
+$763.5K
15,578
-0%
减持
IVW
ISHARES TR
+$753.6K
148,099
-5%
增持
DFSV
DIMENSIONAL ETF TRUST
+$747.7K
280,173
+1%
减持
IJS
ISHARES TR
+$739.9K
79,243
-2%
减持
DISV
DIMENSIONAL ETF TRUST
+$715.3K
294,935
-1%
增持
IVV
ISHARES TR
+$625.7K
12,620
+0%
增持
QQQ
INVESCO QQQ TR
+$552.4K
7,208
+5%
减持
FNDX
SCHWAB STRATEGIC TR
+$497.8K
423,993
-2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$494.0K
41,805
+17%
减持
GLD
SPDR GOLD TR
+$481.1K
12,419
-4%
增持
XBJA
INNOVATOR ETFS TRUST
+$475.4K
267,275
+2%
增持
BIV
VANGUARD BD INDEX FDS
+$413.3K
109,556
+4%
增持
DFIP
DIMENSIONAL ETF TRUST
+$332.9K
139,163
+5%
建仓
CSRE
COHEN & STEERS ETF TRUST
+$311.5K
11,957
增持
BSV
VANGUARD BD INDEX FDS
+$299.0K
50,770
+8%
清仓
—
ROYAL CARIBBEAN GROUP
-$281.8K
0
-100%
增持
VOE
VANGUARD INDEX FDS
+$245.3K
20,555
+1%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$233.8K
7,476
减持
IVE
ISHARES TR
+$231.0K
23,140
-1%
清仓
LRCX
LAM RESEARCH CORP
-$216.1K
0
-100%
减持
IJH
ISHARES TR
+$208.0K
71,142
-1%
增持
DFGR
DIMENSIONAL ETF TRUST
+$207.9K
206,621
+2%
减持
GOOGL
ALPHABET INC
+$179.9K
2,751
-1%
减持
COST
COSTCO WHSL CORP NEW
-$165.2K
583
-18%
增持
VTEB
VANGUARD MUN BD FDS
+$150.1K
64,624
+3%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$145.4K
47,212
+7%
减持
VBK
VANGUARD INDEX FDS
+$137.2K
8,164
-1%
增持
VTIP
VANGUARD MALVERN FDS
+$129.6K
46,232
+5%
减持
RTX
RTX CORPORATION
-$118.2K
5,242
-59%
减持
CPSY
CALAMOS ETF TR
-$116.5K
8,446
-37%
增持
VTES
VANGUARD WELLINGTON FD
+$112.6K
30,144
+3%
减持
DFEV
DIMENSIONAL ETF TRUST
+$110.9K
178,056
-4%
减持
TIP
ISHARES TR
-$110.9K
14,404
-7%
减持
VBR
VANGUARD INDEX FDS
+$100.7K
11,464
-2%
减持
GOOG
ALPHABET INC
+$100.0K
1,780
-5%
减持
IJR
ISHARES TR
+$98.8K
11,286
-1%
增持
GOVT
ISHARES TR
+$93.8K
181,895
+2%
减持
DFLV
DIMENSIONAL ETF TRUST
-$90.0K
26,816
-14%
增持
VTI
VANGUARD INDEX FDS
+$71.3K
860
+24%
增持
—
EXXON MOBIL CORP
+$67.8K
13,070
+0%
减持
DGS
WISDOMTREE TR
+$62.0K
39,875
-1%
减持
FNDC
SCHWAB STRATEGIC TR
-$58.0K
57,766
-8%
增持
GD
GENERAL DYNAMICS CORP
+$56.3K
1,116
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$55.2K
2,513
-4%
减持
ABBV
ABBVIE INC
+$55.1K
1,322
-2%
减持
DFUS
DIMENSIONAL ETF TRUST
+$54.1K
10,645
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$50.7K
2,415
-3%
减持
MUB
ISHARES TR
-$47.9K
16,502
-4%
减持
DE
DEERE & CO
-$45.4K
837
-1%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$44.7K
32,636
-4%
减持
VUG
VANGUARD INDEX FDS
+$44.2K
1,732
-3%
减持
VNQ
VANGUARD INDEX FDS
-$43.0K
30,992
-4%
增持
O
REALTY INCOME CORP
+$41.6K
12,791
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$41.4K
1,986
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$41.4K
6,482
+3%
减持
EFG
ISHARES TR
-$41.2K
40,711
-3%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$38.6K
13,310
-4%
减持
NVDA
NVIDIA CORPORATION
+$38.2K
1,839
-5%
减持
BND
VANGUARD BD INDEX FDS
-$38.0K
7,294
-7%
减持
PFS
PROVIDENT FINL SVCS INC
+$36.7K
26,039
-2%
减持
JNJ
JOHNSON & JOHNSON
+$34.9K
10,315
-16%
减持
SCHE
SCHWAB STRATEGIC TR
+$33.8K
15,650
-3%
增持
HD
HOME DEPOT INC
+$33.7K
855
+0%
减持
META
META PLATFORMS INC
-$28.8K
1,018
-3%
增持
PEP
PEPSICO INC
+$26.9K
3,172
+0%
增持
MDYV
SPDR SERIES TRUST
+$26.1K
6,521
+0%
增持
CVX
CHEVRON CORP NEW
+$25.9K
2,128
+0%
减持
ORCL
ORACLE CORP
-$23.7K
994
-28%
增持
DFAR
DIMENSIONAL ETF TRUST
+$21.0K
46,497
+0%
减持
MSFT
MICROSOFT CORP
-$20.4K
3,414
-5%
减持
SCZ
ISHARES TR
-$20.1K
18,137
-7%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$19.8K
3,099
-1%
增持
SCHB
SCHWAB STRATEGIC TR
+$18.8K
9,669
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$18.4K
30,022
-4%
减持
DFIS
DIMENSIONAL ETF TRUST
+$17.2K
11,562
-1%
减持
VO
VANGUARD INDEX FDS
+$16.4K
1,872
-2%
减持
QUAL
ISHARES TR
+$15.8K
1,790
-2%
减持
BDX
BECTON DICKINSON & CO
+$15.7K
1,347
-2%
减持
VOT
VANGUARD INDEX FDS
+$15.3K
10,722
-3%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$12.6K
2,762
+0%
增持
MDYG
SPDR SERIES TRUST
+$12.4K
2,645
+0%
增持
EMB
ISHARES TR
+$11.7K
4,168
+0%
增持
AMZN
AMAZON COM INC
+$11.4K
2,457
+2%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$9.8K
8,060
+2%
增持
IHI
ISHARES TR
-$9.2K
3,628
+0%
减持
UAUG
INNOVATOR ETFS TRUST
+$7.8K
7,913
-2%
增持
PRU
PRUDENTIAL FINL INC
-$7.1K
1,989
+0%
减持
PJAN
INNOVATOR ETFS TRUST
+$5.3K
15,757
-3%
减持
IDV
ISHARES TR
+$3.6K
82,534
-5%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.7K
2,963
-5%
减持
MCD
MCDONALDS CORP
+$784
964
-4%
