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 |
|---|---|---|---|---|---|---|---|---|
| GOVT | ISHARES TR | $451.57万 | 1.23% | 198,231 | 6,020 | 3.1% | $13.71万 | 加仓 |
| AAPL | APPLE INC | $466.56万 | 1.27% | 16,124 | 449 | 2.9% | $12.99万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $481.47万 | 1.31% | 61,799 | 3,169 | 5.4% | $24.69万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $489.86万 | 1.33% | 61,984 | 6,383 | 11.5% | $50.44万 | 加仓 |
| IVE | ISHARES TR | $492.23万 | 1.34% | 21,679 | -1,179 | -5.2% | -$26.77万 | 减仓 |
| EFG | ISHARES TR | $497.37万 | 1.35% | 39,975 | -719 | -1.8% | -$8.95万 | 减仓 |
| QQQ | INVESCO QQQ TR | $498.38万 | 1.36% | 6,768 | -201 | -2.9% | -$14.80万 | 减仓 |
| IJH | ISHARES TR | $514.87万 | 1.40% | 66,771 | -2,196 | -3.2% | -$16.93万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $716.32万 | 1.95% | 247,263 | 12,005 | 5.1% | $34.78万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $739.14万 | 2.01% | 173,234 | -3,746 | -2.1% | -$15.98万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $741.40万 | 2.02% | 179,710 | 8,962 | 5.2% | $36.97万 | 加仓 |
| IVV | ISHARES TR | $919.82万 | 2.50% | 12,282 | -119 | -1.0% | -$8.91万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $975.78万 | 2.65% | 288,650 | 3,703 | 1.3% | $12.52万 | 加仓 |
| IJS | ISHARES TR | $1,002.45万 | 2.73% | 73,343 | -3,364 | -4.4% | -$45.98万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,132.67万 | 3.08% | 292,001 | 2,124 | 0.7% | $8.24万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,180.51万 | 3.21% | 153,913 | 10,536 | 7.3% | $80.81万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,215.64万 | 3.31% | 302,926 | 6,557 | 2.2% | $26.31万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,301.04万 | 3.54% | 418,339 | -5,912 | -1.4% | -$18.39万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,312.16万 | 3.57% | 83,032 | 1,613 | 2.0% | $25.49万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,676.22万 | 4.56% | 310,296 | 2,168 | 0.7% | $11.71万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,764.50万 | 4.80% | 233,678 | -1,611 | -0.7% | -$12.16万 | 减仓 |
| IVW | ISHARES TR | $2,038.59万 | 5.54% | 148,229 | -477 | -0.3% | -$6.56万 | 减仓 |
| IJK | ISHARES TR | $2,146.17万 | 5.84% | 182,653 | -2,814 | -1.5% | -$33.06万 | 减仓 |
| IJT | ISHARES TR | $2,286.30万 | 6.22% | 128,012 | -1,844 | -1.4% | -$32.93万 | 减仓 |
| IJJ | ISHARES TR | $2,312.41万 | 6.29% | 156,530 | 2,645 | 1.7% | $39.07万 | 加仓 |