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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 98 项
建仓 3
增持 43
减持 46
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
IVW
ISHARES TR
-$1.2M
148,706
+2%
增持
BIV
VANGUARD BD INDEX FDS
+$980.3K
143,377
+11%
增持
IJK
ISHARES TR
+$854.1K
185,467
+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
DFSV
DIMENSIONAL ETF TRUST
+$728.1K
289,877
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$713.6K
81,419
+3%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$697.8K
55,601
+20%
增持
DFIP
DIMENSIONAL ETF TRUST
+$695.4K
170,748
+10%
减持
—
EXXON MOBIL CORP
+$634.8K
12,970
-0%
增持
IJT
ISHARES TR
+$603.3K
129,856
+1%
减持
IVV
ISHARES TR
-$461.7K
12,401
-1%
增持
DFGR
DIMENSIONAL ETF TRUST
+$457.2K
235,258
+7%
建仓
ABT
ABBOTT LABORATORIES
+$449.1K
4,374
增持
BSV
VANGUARD BD INDEX FDS
+$446.7K
58,630
+11%
减持
MSFT
MICROSOFT CORP
-$432.3K
3,275
-4%
减持
DISV
DIMENSIONAL ETF TRUST
+$408.2K
296,369
-0%
减持
BND
VANGUARD BD INDEX FDS
-$370.6K
2,883
-63%
减持
DFIV
DIMENSIONAL ETF TRUST
+$349.9K
308,128
-3%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$345.1K
59,419
+14%
增持
VOE
VANGUARD INDEX FDS
+$336.2K
21,791
+5%
减持
AAPL
APPLE INC
-$330.3K
15,675
-1%
减持
QQQ
INVESCO QQQ TR
-$297.8K
6,969
-1%
增持
VTIP
VANGUARD MALVERN FDS
+$287.3K
56,072
+10%
清仓
DIVS
GUINNESS ATKINSON FDS
-$274.5K
0
-100%
减持
DFEV
DIMENSIONAL ETF TRUST
+$260.8K
176,980
-2%
增持
IJJ
ISHARES TR
+$259.9K
153,885
+1%
减持
JNJ
JOHNSON & JOHNSON
+$252.0K
9,724
-5%
增持
VOT
VANGUARD INDEX FDS
-$244.4K
11,302
+0%
建仓
VDE
VANGUARD WORLD FD
+$225.6K
1,304
清仓
IHI
ISHARES TR
-$225.6K
0
-100%
清仓
OTIS
OTIS WORLDWIDE CORP
-$219.5K
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$216.6K
0
-100%
清仓
—
ROYAL CARIBBEAN GROUP
-$209.2K
0
-100%
清仓
PRU
PRUDENTIAL FINL INC
-$206.8K
0
-100%
建仓
UFEB
INNOVATOR ETFS TRUST
+$205.2K
5,653
减持
IAU
ISHARES GOLD TR
-$193.0K
235,289
-9%
增持
CPSY
CALAMOS ETF TR
+$191.6K
24,970
+45%
增持
COST
COSTCO WHOLESALE CORPORATION
+$185.2K
641
+22%
减持
VBR
VANGUARD INDEX FDS
-$165.4K
10,412
-9%
增持
VTEB
VANGUARD MUN BD FDS
+$137.1K
77,439
+5%
减持
SIGI
SELECTIVE INS GROUP INC
-$136.5K
10,862
-5%
增持
XBJA
INNOVATOR ETFS TRUST
+$126.1K
284,947
+4%
减持
EFG
ISHARES TR
-$113.3K
40,694
-0%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$104.5K
2,596
-1%
增持
VTES
VANGUARD WELLINGTON FD
+$104.0K
32,976
+4%
减持
DGS
WISDOMTREE TR
+$97.9K
39,616
-1%
减持
FNDC
SCHWAB STRATEGIC TR
-$95.0K
53,136
-7%
减持
IJS
ISHARES TR
+$94.5K
76,707
-3%
增持
DFAR
DIMENSIONAL ETF TRUST
+$94.0K
50,188
+5%
减持
CVX
CHEVRON CORPORATION
+$87.5K
1,991
-6%
增持
DFLV
DIMENSIONAL ETF TRUST
+$85.5K
28,375
+5%
减持
GOOGL
ALPHABET INC
-$83.2K
2,657
-2%
减持
DE
DEERE & CO
+$76.8K
862
-2%
增持
VBK
VANGUARD INDEX FDS
+$73.6K
8,499
+3%
增持
VUG
VANGUARD INDEX FDS
-$71.7K
1,777
+2%
减持
TSLA
TESLA INC
-$71.3K
695
-5%
减持
SCZ
ISHARES TR
-$71.0K
16,559
-6%
增持
GOVT
ISHARES TR
+$67.8K
192,211
+2%
增持
META
META PLATFORMS INC
-$66.8K
1,046
+4%
减持
GOOG
ALPHABET INC
-$63.4K
1,726
-3%
增持
O
REALTY INCOME CORP
+$62.6K
12,824
+0%
减持
TIP
ISHARES TR
-$58.6K
14,276
-4%
增持
VNQ
VANGUARD INDEX FDS
+$58.5K
31,916
+2%
减持
GLD
SPDR GOLD TR
-$56.6K
10,661
-9%
增持
AMZN
AMAZON COM INC
-$47.6K
2,683
+2%
减持
FNDX
SCHWAB STRATEGIC TR
+$47.1K
424,251
-2%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$45.7K
7,592
+1%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$45.4K
12,122
-8%
减持
IVE
ISHARES TR
-$42.9K
22,858
-0%
增持
CSRE
COHEN & STEERS ETF TRUST
+$39.7K
15,934
+7%
增持
PEP
PEPSICO INC
+$38.0K
3,176
+0%
减持
PFS
PROVIDENT FINL SVCS INC
-$37.6K
21,689
-14%
减持
CAT
CATERPILLAR INC
+$36.1K
351
-5%
减持
IJR
ISHARES TR
+$33.2K
11,126
-1%
增持
DFUS
DIMENSIONAL ETF TRUST
-$33.1K
10,421
+0%
减持
IDV
ISHARES TR
+$21.2K
75,408
-7%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$18.9K
30,479
+0%
减持
DFIS
DIMENSIONAL ETF TRUST
-$18.3K
10,788
-7%
减持
MUB
ISHARES TR
-$16.3K
16,349
-0%
减持
IJH
ISHARES TR
-$16.1K
68,967
-3%
增持
HD
HOME DEPOT INC
-$12.2K
860
+0%
增持
PJAN
INNOVATOR ETFS TRUST
-$11.9K
14,962
+0%
减持
VOO
VANGUARD INDEX FDS
-$11.5K
337
-1%
增持
QUAL
ISHARES TR
-$10.7K
1,583
+0%
减持
MCD
MCDONALDS CORP
-$10.7K
895
-5%
增持
SCHB
SCHWAB STRATEGIC TR
-$10.3K
9,727
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$9.3K
6,351
-3%
增持
VTI
VANGUARD INDEX FDS
-$8.9K
872
+1%
增持
GD
GENERAL DYNAMICS CORP
+$8.7K
1,124
+0%
减持
MDYG
SPDR SERIES TRUST
+$8.4K
2,635
-0%
增持
EMB
ISHARES TR
-$8.2K
3,812
+0%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$7.3K
7,932
-3%
减持
PG
PROCTER & GAMBLE CO
-$5.7K
2,810
-2%
增持
VO
VANGUARD INDEX FDS
+$5.7K
1,912
+2%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$5.1K
2,789
+0%
减持
SCHE
SCHWAB STRATEGIC TR
-$4.0K
15,020
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.7K
3,066
-1%
减持
MDYV
SPDR SERIES TRUST
+$1.9K
6,494
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.5K
28,844
-2%
