小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Sterling Wealth Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Sterling Wealth Management, Inc.
报告期 2026-03-31 · CIK 0002011149
持仓数
112
前50大市值合计
$341.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
24Q4
24Q3
24Q2
24Q1
23Q4
25Q2 调仓
2024-12-31 → 2025-06-30 · 共 103 项
建仓 8
增持 44
减持 45
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
DFCF
DIMENSIONAL ETF TRUST
+$6.0M
349,249
+65%
增持
DUHP
DIMENSIONAL ETF TRUST
+$4.4M
457,606
+31%
增持
DFSD
DIMENSIONAL ETF TRUST
+$3.1M
213,359
+41%
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
VEA
VANGUARD TAX-MANAGED FDS
+$2.4M
259,228
-0%
减持
AAPL
APPLE INC
-$2.1M
10,733
-38%
增持
DFAE
DIMENSIONAL ETF TRUST
+$2.1M
411,212
+6%
减持
DUSB
DIMENSIONAL ETF TRUST
-$1.9M
460,476
-8%
减持
VTI
VANGUARD INDEX FDS
+$1.5M
113,268
-0%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.2M
287,887
+12%
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.2M
82,871
+55%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$997.5K
197,505
-1%
增持
DISV
DIMENSIONAL ETF TRUST
+$930.6K
91,246
+17%
增持
DFIV
DIMENSIONAL ETF TRUST
+$909.0K
104,199
+4%
减持
VNQ
VANGUARD INDEX FDS
-$901.0K
41,831
-19%
增持
DFGX
DIMENSIONAL ETF TRUST
+$876.8K
71,800
+27%
增持
PG
PROCTER AND GAMBLE CO
+$801.5K
10,324
+105%
增持
DFAT
DIMENSIONAL ETF TRUST
+$587.6K
299,201
+7%
清仓
SCHC
SCHWAB STRATEGIC TR
-$582.3K
0
-100%
减持
VXUS
VANGUARD STAR FDS
+$579.4K
65,878
-2%
清仓
VOO
VANGUARD INDEX FDS
-$506.8K
0
-100%
增持
DFUV
DIMENSIONAL ETF TRUST
+$469.0K
299,255
+1%
减持
EFV
ISHARES TR
+$434.9K
39,918
-0%
减持
CVX
CHEVRON CORP NEW
-$430.4K
2,226
-57%
清仓
INTC
INTEL CORP
-$415.7K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$400.1K
435
-64%
增持
DFAW
DIMENSIONAL ETF TRUST
+$374.5K
17,988
+35%
清仓
MUB
ISHARES TR
-$373.5K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$340.1K
6,584
+1%
增持
DFNM
DIMENSIONAL ETF TRUST
+$315.0K
12,554
+114%
建仓
CVS
CVS HEALTH CORP
+$301.4K
4,370
减持
DFGR
DIMENSIONAL ETF TRUST
-$278.7K
78,838
-16%
减持
VBR
VANGUARD INDEX FDS
-$262.9K
38,105
-2%
减持
GOOG
ALPHABET INC
-$258.8K
2,832
-29%
减持
IJR
ISHARES TR
-$257.5K
2,396
-47%
清仓
FE
FIRSTENERGY CORP
-$253.0K
0
-100%
建仓
META
META PLATFORMS INC
+$239.9K
325
减持
DFAC
DIMENSIONAL ETF TRUST
+$238.7K
277,841
-1%
建仓
GEV
GE VERNOVA INC
+$233.9K
442
增持
SPDW
SPDR INDEX SHS FDS
+$233.3K
33,723
+2%
建仓
PM
PHILIP MORRIS INTL INC
+$226.9K
1,246
建仓
HWM
HOWMET AEROSPACE INC
+$208.1K
1,118
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$207.2K
703
清仓
PFE
PFIZER INC
-$202.9K
0
-100%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$202.7K
6,520
建仓
SO
SOUTHERN CO
+$202.6K
2,206
减持
GOOGL
ALPHABET INC
-$187.9K
3,425
-18%
增持
PEP
PEPSICO INC
-$170.2K
8,575
+0%
增持
HUBB
HUBBELL INC
-$152.1K
14,590
+0%
减持
IVV
ISHARES TR
-$143.8K
2,518
-13%
增持
DFAI
DIMENSIONAL ETF TRUST
+$136.4K
25,057
+0%
增持
AXP
AMERICAN EXPRESS CO
+$116.3K
5,136
+0%
减持
CSCO
CISCO SYS INC
-$111.5K
13,920
-24%
减持
MRK
MERCK & CO INC
-$110.1K
3,430
-11%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$101.6K
8,392
-3%
减持
MSFT
MICROSOFT CORP
+$100.0K
5,098
-12%
减持
DE
DEERE & CO
+$98.1K
1,662
-6%
增持
NVDA
NVIDIA CORPORATION
+$91.0K
2,780
+7%
增持
DFAS
DIMENSIONAL ETF TRUST
-$89.4K
171,771
+1%
增持
IUSV
ISHARES TR
+$72.7K
26,728
+1%
减持
DFUS
DIMENSIONAL ETF TRUST
+$72.6K
48,842
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$69.9K
1,525
+3%
减持
VTV
VANGUARD INDEX FDS
-$64.0K
1,908
-19%
增持
CMCSA
COMCAST CORP NEW
-$60.0K
33,871
+0%
减持
ORCL
ORACLE CORP
-$55.5K
1,160
-37%
减持
AMZN
AMAZON COM INC
-$53.5K
1,815
-12%
减持
CMI
CUMMINS INC
-$49.5K
1,109
-6%
增持
YUM
YUM BRANDS INC
+$47.9K
3,386
+0%
增持
KO
COCA COLA CO
+$45.9K
5,118
+1%
减持
LLY
ELI LILLY & CO
-$44.9K
1,422
-5%
增持
ESGV
VANGUARD WORLD FD
+$44.8K
4,803
+5%
减持
REET
ISHARES TR
-$43.2K
36,838
-7%
增持
LECO
LINCOLN ELEC HLDGS INC
+$41.5K
2,081
+0%
减持
ABT
ABBOTT LABS
+$39.4K
2,809
-7%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$38.2K
1,891
+0%
增持
DIS
DISNEY WALT CO
+$38.0K
2,905
+0%
减持
IQLT
ISHARES TR
+$36.9K
6,305
-1%
减持
JNJ
JOHNSON & JOHNSON
+$28.5K
5,816
-2%
减持
MMM
3M CO
+$26.6K
1,819
-6%
减持
VYM
VANGUARD WHITEHALL FDS
+$26.5K
5,967
-1%
增持
HD
HOME DEPOT INC
-$25.3K
1,305
+1%
增持
IJS
ISHARES TR
-$23.1K
2,563
+0%
增持
QCOM
QUALCOMM INC
+$19.2K
3,102
+0%
增持
MRSH
MARSH & MCLENNAN COS INC
+$18.6K
2,818
+0%
减持
CAT
CATERPILLAR INC
-$17.4K
1,982
-9%
增持
AMGN
AMGEN INC
+$16.9K
810
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$15.5K
878
+1%
减持
—
EXXON MOBIL CORP
-$14.3K
10,738
-1%
减持
SPEM
SPDR INDEX SHS FDS
-$14.2K
7,945
-14%
增持
VV
VANGUARD INDEX FDS
+$13.5K
849
+0%
增持
SHW
SHERWIN WILLIAMS CO
+$12.4K
3,310
+0%
增持
ALL
ALLSTATE CORP
+$9.9K
1,053
+0%
增持
ITW
ILLINOIS TOOL WKS INC
-$9.6K
1,717
+0%
减持
ABBV
ABBVIE INC
+$7.3K
2,880
-3%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$5.4K
10,075
+0%
减持
MCD
MCDONALDS CORP
-$4.8K
12,268
-1%
减持
AEP
AMERICAN ELEC PWR CO INC
+$4.4K
3,910
-10%
增持
BSV
VANGUARD BD INDEX FDS
+$4.0K
2,763
+0%
减持
IJH
ISHARES TR
-$3.4K
3,226
-1%
减持
HYG
ISHARES TR
+$3.1K
7,198
-2%
减持
DFSU
DIMENSIONAL ETF TRUST
+$2.4K
5,168
-2%
增持
AMP
AMERIPRISE FINL INC
+$2.4K
1,022
+0%
减持
VUG
VANGUARD INDEX FDS
+$2.1K
3,975
-6%
减持
BIV
VANGUARD BD INDEX FDS
-$543
2,970
-4%
