Sterling Manor Financial, LLC
Saratoga Springs NY · SEC CIK 0001842015
$1.60亿2026Q1 申报市值
39持仓数
69.8%前十大占比 · 第一大 12.2%
6 / 2新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
WISDOMTREE TR 新建仓+$654.82万
ZAP 新建仓+$436.71万
SPBO 加仓+$114.65万
SJNK 加仓+$39.35万
FTSM 加仓+$38.18万
2026Q1 卖出最多 按季末市值估算
AIM ETF PRODUCTS 减仓-$357.27万
RSP 减仓-$248.15万
DGRO 减仓-$143.60万
IDEV 减仓-$134.77万
FIRST TR EXCHNG 减仓-$107.57万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPBO | SPDR SERIES TRUST | $1,951.83万 | 12.21% | 672,350 | 39,493 | 6.2% | $114.65万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $1,417.66万 | 8.87% | 518,639 | -130,705 | -20.1% | -$357.27万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,141.78万 | 7.14% | 190,997 | 6,387 | 3.5% | $38.18万 | 加仓 |
| IDEV | ISHARES TR | $1,105.37万 | 6.91% | 132,269 | -16,127 | -10.9% | -$134.77万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,061.99万 | 6.64% | 55,335 | -12,930 | -18.9% | -$248.15万 | 减仓 |
| DGRO | ISHARES TR | $992.89万 | 6.21% | 141,477 | -20,462 | -12.6% | -$143.60万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $928.06万 | 5.80% | 94,787 | -10,980 | -10.4% | -$107.51万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $895.49万 | 5.60% | 342,177 | -41,103 | -10.7% | -$107.57万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $863.90万 | 5.40% | 345,836 | 15,751 | 4.8% | $39.35万 | 加仓 |
| VFVA | VANGUARD WELLINGTON FD | $795.77万 | 4.98% | 59,117 | -3,398 | -5.4% | -$45.74万 | 减仓 |
| SHLD | GLOBAL X FDS | $762.82万 | 4.77% | 107,682 | -9,571 | -8.2% | -$67.80万 | 减仓 |
| IWP | ISHARES TR | $752.30万 | 4.71% | 58,718 | 794 | 1.4% | $10.17万 | 加仓 |
| — | WISDOMTREE TR | $654.82万 | 4.10% | 209,878 | 209,878 | — | $654.82万 | 新建仓 |
| SHY | ISHARES TR | $520.48万 | 3.26% | 63,035 | 94 | 0.1% | $7,762 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $473.07万 | 2.96% | 105,784 | -1,064 | -1.0% | -$4.76万 | 减仓 |
| ZAP | GLOBAL X FDS | $436.71万 | 2.73% | 135,793 | 135,793 | — | $436.71万 | 新建仓 |
| AAPL | APPLE INC | $317.57万 | 1.99% | 12,513 | 46 | 0.4% | $1.17万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $122.39万 | 0.77% | 1,882 | -27 | -1.4% | -$1.76万 | 减仓 |
| SDIV | GLOBAL X FDS | $72.93万 | 0.46% | 28,872 | 11,972 | 70.8% | $30.24万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $70.89万 | 0.44% | 25,681 | 8,798 | 52.1% | $24.29万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $69.89万 | 0.44% | 12,330 | 2,262 | 22.5% | $12.82万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $69.62万 | 0.44% | 32,066 | 5,640 | 21.3% | $12.24万 | 加仓 |
| AMZN | AMAZON COM INC | $69.35万 | 0.43% | 3,330 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $51.05万 | 0.32% | 1,379 | -390 | -22.0% | -$14.44万 | 减仓 |
| OKE | ONEOK INC NEW | $33.90万 | 0.21% | 3,750 | -2,442 | -39.4% | -$22.07万 | 减仓 |
| WMT | WALMART INC | $33.72万 | 0.21% | 2,714 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $33.71万 | 0.21% | 1,657 | 0 | 0.0% | — | 不变 |
| LCTU | BLACKROCK ETF TRUST | $27.96万 | 0.17% | 3,986 | -486 | -10.9% | -$3.41万 | 减仓 |
| GOOGL | ALPHABET INC | $27.61万 | 0.17% | 960 | 0 | 0.0% | — | 不变 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $27.58万 | 0.17% | 12,598 | 12,598 | — | $27.58万 | 新建仓 |
| — | EXXON MOBIL CORP | $25.67万 | 0.16% | 1,513 | 1,513 | — | $25.67万 | 新建仓 |
| KO | COCA COLA CO | $24.18万 | 0.15% | 3,180 | -90 | -2.8% | -$6,844 | 减仓 |
| C | CITIGROUP INC | $23.82万 | 0.15% | 2,100 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $23.25万 | 0.15% | 1,195 | 1,195 | — | $23.25万 | 新建仓 |
| AVGO | BROADCOM INC | $23.21万 | 0.15% | 750 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $22.29万 | 0.14% | 315 | 315 | — | $22.29万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $21.24万 | 0.13% | 722 | -200 | -21.7% | -$5.88万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.92万 | 0.13% | 863 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $20.89万 | 0.13% | 1,477 | -116 | -7.3% | -$1.64万 | 减仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -2,026 | -100.0% | -$62.41万 | 清仓 |
| DSI | ISHARES TR | $0 | 0.00% | 0 | -1,613 | -100.0% | -$20.78万 | 清仓 |