Sterling Financial Planning, Inc.
SPARTA NJ · SEC CIK 0001844278
$3.68亿2026Q2 申报市值
123持仓数
46.9%前十大占比 · 第一大 6.3%
7 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BIV 加仓+$80.81万
VCSH 加仓+$50.44万
IJJ 加仓+$39.07万
DFIP 加仓+$36.97万
DFGR 加仓+$34.78万
2026Q2 卖出最多 按季末市值估算
IJS 减仓-$45.98万
IJK 减仓-$33.06万
IJT 减仓-$32.93万
IVE 减仓-$26.77万
VDE 清仓-$22.56万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VDE | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,304 | -100.0% | -$22.56万 | 清仓 |
| UFEB | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,653 | -100.0% | -$20.52万 | 清仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $13.24万 | 0.04% | 13,831 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $20.14万 | 0.05% | 1,323 | 1,323 | — | $20.14万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $21.21万 | 0.06% | 668 | -82 | -10.9% | -$2.60万 | 重新持有 |
| GLW | CORNING INC | $21.28万 | 0.06% | 833 | 833 | — | $21.28万 | 新建仓 |
| EEM | ISHARES TR | $21.78万 | 0.06% | 3,184 | 3,184 | — | $21.78万 | 新建仓 |
| — | CALAMOS ETF TR | $22.30万 | 0.06% | 8,018 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $22.33万 | 0.06% | 3,194 | 3,194 | — | $22.33万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $22.52万 | 0.06% | 328 | -9 | -2.7% | -$6,181 | 减仓 |
| VB | VANGUARD INDEX FDS | $22.95万 | 0.06% | 757 | 757 | — | $22.95万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $23.54万 | 0.06% | 3,207 | 324 | 11.2% | $2.38万 | 加仓 |
| INTC | INTEL CORP | $23.73万 | 0.06% | 1,700 | 1,700 | — | $23.73万 | 新建仓 |
| IWB | ISHARES TR | $24.12万 | 0.07% | 589 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $24.22万 | 0.07% | 896 | 1 | 0.1% | $270 | 加仓 |
| ES | EVERSOURCE ENERGY | $24.95万 | 0.07% | 3,452 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $25.66万 | 0.07% | 1,164 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $26.14万 | 0.07% | 9,447 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $26.84万 | 0.07% | 6,340 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $26.89万 | 0.07% | 3,314 | -17 | -0.5% | -$1,380 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $27.99万 | 0.08% | 7,615 | 23 | 0.3% | $845 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $28.24万 | 0.08% | 9,752 | 25 | 0.3% | $724 | 加仓 |
| TSLA | TESLA INC | $28.90万 | 0.08% | 687 | -8 | -1.2% | -$3,365 | 减仓 |
| MDYG | SPDR SERIES TRUST | $29.54万 | 0.08% | 2,636 | 1 | 0.0% | $112 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $29.77万 | 0.08% | 2,800 | 11 | 0.4% | $1,169 | 加仓 |
| HD | HOME DEPOT INC | $30.41万 | 0.08% | 862 | 2 | 0.2% | $705 | 加仓 |
| CSCO | CISCO SYS INC | $30.83万 | 0.08% | 2,625 | -80 | -3.0% | -$9,397 | 减仓 |
| GEV | GE VERNOVA INC | $31.13万 | 0.08% | 265 | 265 | — | $31.13万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $32.02万 | 0.09% | 7,634 | -98 | -1.3% | -$4,111 | 减仓 |
| CVX | CHEVRON CORPORATION | $32.13万 | 0.09% | 1,938 | -53 | -2.7% | -$8,786 | 减仓 |
| VTI | VANGUARD INDEX FDS | $32.42万 | 0.09% | 876 | 4 | 0.5% | $1,481 | 加仓 |
| — | INNOVATOR ETFS TRUST | $32.86万 | 0.09% | 7,809 | 74 | 1.0% | $3,114 | 加仓 |
| QUAL | ISHARES TR | $34.74万 | 0.09% | 1,583 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $34.82万 | 0.09% | 327 | -24 | -6.8% | -$2.56万 | 减仓 |
| ABBV | ABBVIE INC | $34.95万 | 0.10% | 1,389 | 100 | 7.8% | $2.52万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $35.44万 | 0.10% | 8,109 | 177 | 2.2% | $7,736 | 加仓 |
| ABT | ABBOTT LABORATORIES | $35.58万 | 0.10% | 3,921 | -453 | -10.4% | -$4.11万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $36.22万 | 0.10% | 2,470 | -340 | -12.1% | -$4.99万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $36.87万 | 0.10% | 5,027 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $36.88万 | 0.10% | 3,825 | 13 | 0.3% | $1,254 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $37.70万 | 0.10% | 10,763 | -25 | -0.2% | -$876 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $38.12万 | 0.10% | 6,387 | 36 | 0.6% | $2,149 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $39.95万 | 0.11% | 1,128 | 4 | 0.4% | $1,417 | 加仓 |
| GE | GE AEROSPACE | $40.07万 | 0.11% | 1,072 | 147 | 15.9% | $5.49万 | 加仓 |
| DVY | ISHARES TR | $40.66万 | 0.11% | 2,602 | 680 | 35.4% | $10.63万 | 加仓 |
| MRK | MERCK & CO INC | $41.71万 | 0.11% | 3,246 | 232 | 7.7% | $2.98万 | 加仓 |
| PEP | PEPSICO INC | $43.03万 | 0.12% | 3,178 | 2 | 0.1% | $271 | 加仓 |
| NVDA | NVIDIA CORPORATION | $43.16万 | 0.12% | 2,157 | 254 | 13.3% | $5.08万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $46.87万 | 0.13% | 1,667 | 0 | 0.0% | — | 不变 |
| PFS | PROVIDENT FINL SVCS INC | $47.64万 | 0.13% | 20,152 | -1,537 | -7.1% | -$3.63万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $48.52万 | 0.13% | 13,381 | -1,639 | -10.9% | -$5.94万 | 减仓 |
| CSRE | COHEN & STEERS ETF TRUST | $51.35万 | 0.14% | 18,093 | 2,159 | 13.5% | $6.13万 | 加仓 |
| DE | DEERE & CO | $52.14万 | 0.14% | 822 | -40 | -4.6% | -$2.54万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $58.04万 | 0.16% | 620 | -21 | -3.3% | -$1.97万 | 减仓 |
| META | META PLATFORMS INC | $58.06万 | 0.16% | 1,031 | -15 | -1.4% | -$8,447 | 减仓 |
| GOOG | ALPHABET INC | $59.22万 | 0.16% | 1,676 | -50 | -2.9% | -$1.77万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $59.28万 | 0.16% | 2,505 | -381 | -13.2% | -$9.02万 | 减仓 |
| VO | VANGUARD INDEX FDS | $60.35万 | 0.16% | 7,490 | -158 | -2.1% | -$1.27万 | 减仓 |
| AMZN | AMAZON COM INC | $61.04万 | 0.17% | 2,561 | -122 | -4.5% | -$2.91万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $62.18万 | 0.17% | 1,435 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $62.75万 | 0.17% | 6,616 | 122 | 1.9% | $1.16万 | 加仓 |
| — | CALAMOS ETF TR | $64.17万 | 0.17% | 24,970 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $64.21万 | 0.17% | 3,018 | -48 | -1.6% | -$1.02万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $67.22万 | 0.18% | 12,053 | -69 | -0.6% | -$3,848 | 减仓 |
| MMM | 3M CO | $70.73万 | 0.19% | 4,368 | 0 | 0.0% | — | 不变 |
| PJAN | INNOVATOR ETFS TRUST | $74.05万 | 0.20% | 14,962 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $76.69万 | 0.21% | 2,343 | 357 | 18.0% | $11.69万 | 加仓 |
| O | REALTY INCOME CORP | $79.56万 | 0.22% | 12,841 | 17 | 0.1% | $1,053 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $84.85万 | 0.23% | 10,355 | -66 | -0.6% | -$5,408 | 减仓 |
| VUG | VANGUARD INDEX FDS | $90.20万 | 0.25% | 10,472 | -190 | -1.8% | -$1.64万 | 减仓 |
| GOOGL | ALPHABET INC | $92.49万 | 0.25% | 2,588 | -69 | -2.6% | -$2.47万 | 减仓 |
| LLY | ELI LILLY & CO | $93.23万 | 0.25% | 777 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $99.46万 | 0.27% | 5,242 | 0 | 0.0% | — | 不变 |
| SIGI | SELECTIVE INS GROUP INC | $105.37万 | 0.29% | 10,862 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $107.63万 | 0.29% | 2,151 | -131 | -5.7% | -$6.56万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $114.90万 | 0.31% | 29,060 | 685 | 2.4% | $2.71万 | 加仓 |
| MSFT | MICROSOFT CORP | $122.18万 | 0.33% | 3,276 | 1 | 0.0% | $373 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $130.48万 | 0.35% | 49,877 | -311 | -0.6% | -$8,136 | 减仓 |
| SCZ | ISHARES TR | $131.60万 | 0.36% | 15,997 | -562 | -3.4% | -$4.62万 | 减仓 |
| — | EXXON MOBIL CORP | $156.46万 | 0.43% | 11,444 | -1,526 | -11.8% | -$20.86万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $158.39万 | 0.43% | 29,316 | -1,163 | -3.8% | -$6.28万 | 减仓 |
| TIP | ISHARES TR | $158.73万 | 0.43% | 14,505 | 229 | 1.6% | $2.51万 | 加仓 |
| IJR | ISHARES TR | $158.79万 | 0.43% | 10,706 | -420 | -3.8% | -$6.23万 | 减仓 |
| MUB | ISHARES TR | $183.97万 | 0.50% | 17,094 | 745 | 4.6% | $8.02万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $194.02万 | 0.53% | 2,598 | 2 | 0.1% | $1,494 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $203.31万 | 0.55% | 28,535 | -309 | -1.1% | -$2.20万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $237.83万 | 0.65% | 48,976 | -4,160 | -7.8% | -$20.20万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $245.16万 | 0.67% | 9,653 | -71 | -0.7% | -$1.80万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $252.34万 | 0.69% | 10,385 | -27 | -0.3% | -$6,561 | 减仓 |
| DGS | WISDOMTREE TR | $254.27万 | 0.69% | 39,294 | -322 | -0.8% | -$2.08万 | 减仓 |
| IDV | ISHARES TR | $296.78万 | 0.81% | 71,635 | -3,773 | -5.0% | -$15.63万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $299.76万 | 0.82% | 61,896 | 2,477 | 4.2% | $12.00万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $301.13万 | 0.82% | 31,228 | -688 | -2.2% | -$6.63万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $306.96万 | 0.83% | 61,111 | 5,039 | 9.0% | $25.31万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $310.13万 | 0.84% | 8,480 | -19 | -0.2% | -$6,949 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $351.02万 | 0.95% | 34,648 | 1,672 | 5.1% | $16.94万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $352.66万 | 0.96% | 11,514 | 212 | 1.9% | $6.49万 | 加仓 |
| GLD | SPDR GOLD TR | $379.00万 | 1.03% | 10,288 | -373 | -3.5% | -$13.74万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $399.47万 | 1.09% | 78,977 | 1,538 | 2.0% | $7.78万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $426.53万 | 1.16% | 21,586 | -205 | -0.9% | -$4.05万 | 减仓 |