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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 87 项
建仓 10
增持 38
减持 35
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
DFCF
DIMENSIONAL ETF TRUST
+$2.1M
603,533
+10%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.9M
364,224
+4%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.8M
376,697
+12%
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
DUSB
DIMENSIONAL ETF TRUST
+$1.2M
495,047
+5%
减持
NVDA
NVIDIA CORPORATION
-$876.8K
7,217
-37%
增持
VTI
VANGUARD INDEX FDS
-$875.6K
120,726
+2%
增持
DFAE
DIMENSIONAL ETF TRUST
+$834.6K
488,126
+1%
建仓
DFGP
DIMENSIONAL ETF TRUST
+$823.7K
15,257
建仓
DGCB
DIMENSIONAL ETF TRUST
+$823.5K
15,212
建仓
SCYB
SCHWAB STRATEGIC TR
+$818.6K
31,485
增持
DFLV
DIMENSIONAL ETF TRUST
+$793.9K
380,080
+2%
清仓
HYG
ISHARES TR
-$580.4K
0
-100%
减持
MSFT
MICROSOFT CORP
-$528.1K
4,629
-0%
增持
DUHP
DIMENSIONAL ETF TRUST
+$492.7K
647,105
+6%
增持
DFGX
DIMENSIONAL ETF TRUST
+$485.3K
111,027
+9%
增持
DFAS
DIMENSIONAL ETF TRUST
+$459.6K
185,419
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$447.1K
284,944
-0%
减持
DFUV
DIMENSIONAL ETF TRUST
+$443.3K
285,040
-1%
建仓
BILS
SPDR SERIES TRUST
+$419.8K
4,222
增持
DFAW
DIMENSIONAL ETF TRUST
+$375.4K
24,869
+26%
增持
DISV
DIMENSIONAL ETF TRUST
+$370.1K
117,202
+5%
减持
CSCO
CISCO SYS INC
-$358.3K
6,678
-41%
建仓
AVGO
BROADCOM INC
+$358.1K
1,157
减持
AXP
AMERICAN EXPRESS CO
-$346.8K
5,134
-0%
建仓
GEV
GE VERNOVA INC
+$252.3K
289
减持
DFIV
DIMENSIONAL ETF TRUST
+$228.6K
116,203
-2%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$225.3K
0
-100%
清仓
DFSU
DIMENSIONAL ETF TRUST
-$223.8K
0
-100%
清仓
META
META PLATFORMS INC
-$215.2K
0
-100%
建仓
SO
SOUTHERN CO
+$212.9K
2,206
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$209.3K
1,425
-20%
建仓
PM
PHILIP MORRIS INTL INC
+$206.0K
1,246
建仓
VZ
VERIZON COMMUNICATIONS INC
+$204.5K
4,074
减持
JPM
JPMORGAN CHASE & CO
-$203.1K
7,228
-0%
建仓
BIL
SPDR SERIES TRUST
+$200.5K
2,188
增持
AAPL
APPLE INC
-$198.4K
11,549
+0%
减持
DFAC
DIMENSIONAL ETF TRUST
-$186.5K
251,132
-0%
减持
VBR
VANGUARD INDEX FDS
+$180.8K
33,434
-0%
增持
DE
DEERE & CO
+$162.8K
1,661
+0%
增持
DFUS
DIMENSIONAL ETF TRUST
-$158.1K
48,891
+0%
减持
VUG
VANGUARD INDEX FDS
-$143.3K
2,711
-0%
增持
DFIS
DIMENSIONAL ETF TRUST
+$132.2K
100,273
+2%
增持
QCOM
QUALCOMM INC
-$130.9K
3,104
+0%
增持
DFGR
DIMENSIONAL ETF TRUST
+$126.6K
99,167
+4%
减持
IVV
ISHARES TR
-$122.0K
1,947
-4%
减持
COP
CONOCOPHILLIPS
+$111.9K
3,010
-1%
减持
EFV
ISHARES TR
+$109.0K
40,917
-0%
减持
GOOG
ALPHABET INC
-$102.3K
1,876
-8%
减持
PEP
PEPSICO INC
+$98.4K
8,700
-0%
增持
LLY
ELI LILLY & CO
-$90.0K
588
+0%
减持
ESGV
VANGUARD WORLD FD
-$85.5K
4,429
-8%
减持
VXUS
VANGUARD STAR FDS
+$78.1K
66,566
-1%
减持
VNQ
VANGUARD INDEX FDS
-$70.5K
32,213
-3%
减持
ABT
ABBOTT LABORATORIES
-$70.1K
2,646
-3%
增持
GOOGL
ALPHABET INC
-$68.9K
3,064
+1%
增持
MCD
MCDONALDS CORP
+$63.2K
12,188
+0%
减持
DIS
DISNEY WALT CO
-$54.6K
2,954
-1%
增持
AMP
AMERIPRISE FINL INC
-$46.5K
1,022
+0%
减持
CMCSA
COMCAST CORP NEW
-$40.6K
33,804
-0%
减持
MO
ALTRIA GROUP INC
+$39.8K
5,340
-1%
增持
MRK
MERCK & CO INC
+$36.8K
2,426
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$35.4K
6,808
-3%
增持
CVS
CVS HEALTH CORP
-$35.1K
4,670
+0%
增持
ABBV
ABBVIE INC
-$33.0K
3,033
+0%
增持
HWM
HOWMET AEROSPACE INC
+$30.7K
1,128
+1%
增持
AMZN
AMAZON COM INC
-$28.3K
1,900
+3%
增持
MMM
3M CO
-$25.1K
1,788
+1%
增持
ITW
ILLINOIS TOOL WKS INC
+$24.3K
1,717
+0%
增持
DFAI
DIMENSIONAL ETF TRUST
+$21.8K
24,066
+0%
减持
HD
HOME DEPOT INC
-$20.2K
1,303
-0%
增持
GE
GE AEROSPACE
-$20.0K
1,156
+2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$18.8K
198,889
-0%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$17.2K
10,076
-0%
增持
IJR
ISHARES TR
+$16.8K
2,139
+3%
增持
YUM
YUM BRANDS INC
+$14.4K
3,387
+0%
增持
IJS
ISHARES TR
+$12.2K
2,567
+0%
减持
VTV
VANGUARD INDEX FDS
+$11.5K
2,294
-0%
增持
SHW
SHERWIN WILLIAMS CO
-$11.2K
3,311
+0%
减持
ITOT
ISHARES TR
-$9.5K
1,424
-0%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$8.2K
5,429
-0%
增持
DFNM
DIMENSIONAL ETF TRUST
-$6.4K
27,947
+0%
增持
REET
ISHARES TR
+$6.3K
19,393
+1%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$3.2K
1,870
-1%
减持
SPEM
SPDR INDEX SHS FDS
-$2.3K
7,905
-1%
增持
IUSV
ISHARES TR
+$1.7K
26,162
+0%
减持
IQLT
ISHARES TR
+$642
5,892
-1%
减持
PG
PROCTER & GAMBLE CO
-$270
6,610
-1%