Sterling Financial Planning, Inc.
SPARTA NJ · SEC CIK 0001844278
$3.37亿2026Q1 申报市值
117持仓数
46.9%前十大占比 · 第一大 6.2%
3 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BIV 加仓+$107.09万
VCSH 加仓+$71.92万
DFIP 加仓+$66.99万
BSV 加仓+$46.78万
ABT 新建仓+$44.91万
2026Q1 卖出最多 按季末市值估算
IAU 减仓-$199.59万
DFIV 减仓-$56.85万
GLD 减仓-$45.48万
BND 减仓-$36.72万
IJS 减仓-$27.94万
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 |
|---|---|---|---|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | $440.75万 | 1.31% | 55,601 | 9,073 | 19.5% | $71.92万 | 加仓 |
| EFG | ISHARES TR | $453.21万 | 1.34% | 40,694 | -84 | -0.2% | -$9,355 | 减仓 |
| GLD | SPDR GOLD TR | $458.75万 | 1.36% | 10,661 | -1,057 | -9.0% | -$45.48万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $459.71万 | 1.36% | 58,630 | 5,966 | 11.3% | $46.78万 | 加仓 |
| IJH | ISHARES TR | $465.74万 | 1.38% | 68,967 | -1,844 | -2.6% | -$12.45万 | 减仓 |
| IVE | ISHARES TR | $482.65万 | 1.43% | 22,858 | -103 | -0.4% | -$2.17万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $625.32万 | 1.85% | 235,258 | 15,879 | 7.2% | $42.21万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $633.23万 | 1.88% | 176,980 | -2,971 | -1.7% | -$10.63万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $712.36万 | 2.11% | 170,748 | 16,057 | 10.4% | $66.99万 | 加仓 |
| IVV | ISHARES TR | $810.05万 | 2.40% | 12,401 | -100 | -0.8% | -$6.53万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $891.32万 | 2.64% | 284,947 | 10,097 | 3.7% | $31.58万 | 加仓 |
| IJS | ISHARES TR | $908.59万 | 2.69% | 76,707 | -2,359 | -3.0% | -$27.94万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,015.73万 | 3.01% | 289,877 | 3,190 | 1.1% | $11.18万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,106.58万 | 3.28% | 143,377 | 13,876 | 10.7% | $107.09万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,168.88万 | 3.47% | 296,369 | -489 | -0.2% | -$1.93万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,181.54万 | 3.50% | 424,251 | -8,249 | -1.9% | -$22.97万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,205.82万 | 3.58% | 81,419 | 2,373 | 3.0% | $35.14万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,626.30万 | 4.82% | 308,128 | -10,771 | -3.4% | -$56.85万 | 减仓 |
| IVW | ISHARES TR | $1,682.01万 | 4.99% | 148,706 | 2,844 | 1.9% | $32.17万 | 加仓 |
| IJK | ISHARES TR | $1,866.17万 | 5.53% | 185,467 | 1,656 | 0.9% | $16.66万 | 加仓 |
| IJT | ISHARES TR | $1,879.14万 | 5.57% | 129,856 | 1,008 | 0.8% | $14.59万 | 加仓 |
| IJJ | ISHARES TR | $2,038.98万 | 6.05% | 153,885 | 910 | 0.6% | $12.06万 | 加仓 |
| IAU | ISHARES GOLD TR | $2,074.31万 | 6.15% | 235,289 | -22,640 | -8.8% | -$199.59万 | 减仓 |