13F 机构持仓

Stirlingshire Investments, Inc.

NEW YORK NY · SEC CIK 0001829271

2026Q22026Q1 更早 9 个季度 🔒
$1.14亿2026Q1 申报市值
196持仓数
25.6%前十大占比 · 第一大 3.8%
36 / 24新建仓 / 清仓
申报市值走势$1.35亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VCSH 3.8%
JAAA 3.7%
MGV 3.0%
VBR 2.5%
VTI 2.4%
VUSB 2.3%
VGIT 2.2%
CWB 2.0%
DIMENSIONAL ET 1.9%
BIL 1.8%

2026Q1 买入最多 按季末市值估算

CWB 加仓+$194.36万
MGV 加仓+$109.47万
VBR 加仓+$106.45万
JAAA 加仓+$70.64万
DBMF 新建仓+$63.59万

2026Q1 卖出最多 按季末市值估算

BIL 减仓-$356.36万
FLOT 减仓-$158.23万
JEPI 减仓-$94.35万
TLT 清仓-$69.48万
HYG 减仓-$68.95万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
VEA VANGUARD TAX-MANAGED FDS $118.64万1.04%18,515 340.2% $2,179 加仓
— TIDAL TRUST II $118.86万1.04%41,787 -2,301-5.2% -$6.54万 减仓
GLD SPDR GOLD TR $120.44万1.06%2,799 1756.7% $7.53万 加仓
— TIDAL TRUST II $122.27万1.07%94,200 -1,772-1.8% -$2.30万 减仓
NVDA NVIDIA CORPORATION $127.39万1.12%7,304 2032.9% $3.54万 加仓
IVV ISHARES TR $137.45万1.21%2,104 55335.7% $36.13万 加仓
AGG ISHARES TR $138.71万1.22%13,973 1871.4% $1.86万 加仓
SPYM SPDR SERIES TRUST $147.94万1.30%19,329 -347-1.8% -$2.66万 减仓
— TIDAL TRUST II $153.08万1.34%74,080 -2,821-3.7% -$5.83万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $160.30万1.41%28,282 -16,646-37.1% -$94.35万 减仓
ZECP ZACKS TRUST $166.92万1.46%49,340 1,1342.4% $3.84万 加仓
AAPL APPLE INC $175.62万1.54%6,920 3625.5% $9.19万 加仓
BIL SPDR SERIES TRUST $207.93万1.82%22,690 -38,886-63.2% -$356.36万 减仓
— DIMENSIONAL ETF TRUST $216.83万1.90%55,798 3,7607.2% $14.61万 加仓
CWB SPDR SERIES TRUST $230.44万2.02%25,179 21,237538.7% $194.36万 加仓
VGIT VANGUARD SCOTTSDALE FDS $247.13万2.17%41,500 1,7804.5% $10.60万 加仓
VUSB VANGUARD BD INDEX FDS $265.55万2.33%53,339 12,40930.3% $61.78万 加仓
VTI VANGUARD INDEX FDS $276.75万2.43%8,627 -32-0.4% -$1.03万 减仓
VBR VANGUARD INDEX FDS $279.71万2.45%12,875 4,90061.4% $106.45万 加仓
MGV VANGUARD WORLD FD $337.63万2.96%23,293 7,55248.0% $109.47万 加仓
JAAA JANUS DETROIT STR TR $427.28万3.75%84,488 13,96819.8% $70.64万 加仓
VCSH VANGUARD SCOTTSDALE FDS $429.74万3.77%54,212 6,00112.4% $47.57万 加仓