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 |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | $2,074.31万 | 6.15% | 235,289 | -22,640 | -8.8% | -$199.59万 | 减仓 |
| IJJ | ISHARES TR | $2,038.98万 | 6.05% | 153,885 | 910 | 0.6% | $12.06万 | 加仓 |
| IJT | ISHARES TR | $1,879.14万 | 5.57% | 129,856 | 1,008 | 0.8% | $14.59万 | 加仓 |
| IJK | ISHARES TR | $1,866.17万 | 5.53% | 185,467 | 1,656 | 0.9% | $16.66万 | 加仓 |
| IVW | ISHARES TR | $1,682.01万 | 4.99% | 148,706 | 2,844 | 1.9% | $32.17万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,626.30万 | 4.82% | 308,128 | -10,771 | -3.4% | -$56.85万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,205.82万 | 3.58% | 81,419 | 2,373 | 3.0% | $35.14万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,181.54万 | 3.50% | 424,251 | -8,249 | -1.9% | -$22.97万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,168.88万 | 3.47% | 296,369 | -489 | -0.2% | -$1.93万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,106.58万 | 3.28% | 143,377 | 13,876 | 10.7% | $107.09万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,015.73万 | 3.01% | 289,877 | 3,190 | 1.1% | $11.18万 | 加仓 |
| IJS | ISHARES TR | $908.59万 | 2.69% | 76,707 | -2,359 | -3.0% | -$27.94万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $891.32万 | 2.64% | 284,947 | 10,097 | 3.7% | $31.58万 | 加仓 |
| IVV | ISHARES TR | $810.05万 | 2.40% | 12,401 | -100 | -0.8% | -$6.53万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $712.36万 | 2.11% | 170,748 | 16,057 | 10.4% | $66.99万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $633.23万 | 1.88% | 176,980 | -2,971 | -1.7% | -$10.63万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $625.32万 | 1.85% | 235,258 | 15,879 | 7.2% | $42.21万 | 加仓 |
| IVE | ISHARES TR | $482.65万 | 1.43% | 22,858 | -103 | -0.4% | -$2.17万 | 减仓 |
| IJH | ISHARES TR | $465.74万 | 1.38% | 68,967 | -1,844 | -2.6% | -$12.45万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $459.71万 | 1.36% | 58,630 | 5,966 | 11.3% | $46.78万 | 加仓 |
| GLD | SPDR GOLD TR | $458.75万 | 1.36% | 10,661 | -1,057 | -9.0% | -$45.48万 | 减仓 |
| EFG | ISHARES TR | $453.21万 | 1.34% | 40,694 | -84 | -0.2% | -$9,355 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $440.75万 | 1.31% | 55,601 | 9,073 | 19.5% | $71.92万 | 加仓 |
| GOVT | ISHARES TR | $440.35万 | 1.31% | 192,211 | 3,904 | 2.1% | $8.94万 | 加仓 |
| QQQ | INVESCO QQQ TR | $402.23万 | 1.19% | 6,969 | -63 | -0.9% | -$3.64万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $401.56万 | 1.19% | 21,791 | 1,047 | 5.0% | $19.29万 | 加仓 |
| AAPL | APPLE INC | $397.81万 | 1.18% | 15,675 | -173 | -1.1% | -$4.39万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $386.34万 | 1.15% | 77,439 | 3,342 | 4.5% | $16.67万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $333.52万 | 0.99% | 32,976 | 1,166 | 3.7% | $11.79万 | 加仓 |
| IDV | ISHARES TR | $320.94万 | 0.95% | 75,408 | -5,408 | -6.7% | -$23.02万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $290.86万 | 0.86% | 11,302 | 7 | 0.1% | $1,801 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $285.51万 | 0.85% | 59,419 | 7,473 | 14.4% | $35.91万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $283.10万 | 0.84% | 31,916 | 585 | 1.9% | $5.19万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $280.08万 | 0.83% | 56,072 | 5,254 | 10.3% | $26.24万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $256.87万 | 0.76% | 8,499 | 240 | 2.9% | $7.25万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $246.34万 | 0.73% | 53,136 | -4,292 | -7.5% | -$19.90万 | 减仓 |
| DGS | WISDOMTREE TR | $238.09万 | 0.71% | 39,616 | -269 | -0.7% | -$1.62万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $237.69万 | 0.70% | 9,724 | -544 | -5.3% | -$13.30万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $226.20万 | 0.67% | 10,412 | -1,050 | -9.2% | -$22.81万 | 减仓 |
| — | EXXON MOBIL CORP | $220.04万 | 0.65% | 12,970 | -40 | -0.3% | -$6,786 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $184.83万 | 0.55% | 28,844 | -718 | -2.4% | -$4.60万 | 减仓 |
| MUB | ISHARES TR | $173.55万 | 0.51% | 16,349 | -5 | -0.0% | -$531 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $168.85万 | 0.50% | 2,596 | -33 | -1.3% | -$2.15万 | 减仓 |
| TIP | ISHARES TR | $157.55万 | 0.47% | 14,276 | -591 | -4.0% | -$6.52万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $144.86万 | 0.43% | 30,479 | 7 | 0.0% | $333 | 加仓 |
| IJR | ISHARES TR | $138.31万 | 0.41% | 11,126 | -106 | -0.9% | -$1.32万 | 减仓 |
| SCZ | ISHARES TR | $129.84万 | 0.38% | 16,559 | -1,104 | -6.3% | -$8.66万 | 减仓 |
| MSFT | MICROSOFT CORP | $121.21万 | 0.36% | 3,275 | -125 | -3.7% | -$4.63万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $118.70万 | 0.35% | 50,188 | 2,462 | 5.2% | $5.82万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $109.35万 | 0.32% | 2,282 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $101.33万 | 0.30% | 28,375 | 1,256 | 4.6% | $4.49万 | 加仓 |
| RTX | RTX CORPORATION | $101.12万 | 0.30% | 5,242 | 0 | 0.0% | — | 不变 |
| SIGI | SELECTIVE INS GROUP INC | $81.89万 | 0.24% | 10,862 | -556 | -4.9% | -$4.19万 | 减仓 |
| O | REALTY INCOME CORP | $78.46万 | 0.23% | 12,824 | 15 | 0.1% | $918 | 加仓 |
| VUG | VANGUARD INDEX FDS | $77.63万 | 0.23% | 1,777 | 39 | 2.2% | $1.70万 | 加仓 |
| GOOGL | ALPHABET INC | $76.40万 | 0.23% | 2,657 | -50 | -1.8% | -$1.44万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $73.89万 | 0.22% | 10,421 | 12 | 0.1% | $851 | 加仓 |
| LLY | ELI LILLY & CO | $71.49万 | 0.21% | 777 | 0 | 0.0% | — | 不变 |
| PJAN | INNOVATOR ETFS TRUST | $69.02万 | 0.20% | 14,962 | 30 | 0.2% | $1,384 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $63.91万 | 0.19% | 641 | 115 | 21.9% | $11.47万 | 加仓 |
| MMM | 3M CO | $63.44万 | 0.19% | 4,368 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $62.48万 | 0.19% | 24,970 | 7,699 | 44.6% | $19.27万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $62.07万 | 0.18% | 2,886 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $59.87万 | 0.18% | 1,046 | 38 | 3.8% | $2.17万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $58.84万 | 0.17% | 3,066 | -20 | -0.6% | -$3,838 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $58.42万 | 0.17% | 1,986 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $55.88万 | 0.17% | 2,683 | 56 | 2.1% | $1.17万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $55.61万 | 0.16% | 12,122 | -984 | -7.5% | -$4.51万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $55.30万 | 0.16% | 6,494 | -17 | -0.3% | -$1,448 | 减仓 |
| VO | VANGUARD INDEX FDS | $54.91万 | 0.16% | 1,912 | 40 | 2.1% | $1.15万 | 加仓 |
| GOOG | ALPHABET INC | $49.52万 | 0.15% | 1,726 | -54 | -3.0% | -$1.55万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $49.49万 | 0.15% | 15,020 | -215 | -1.4% | -$7,084 | 减仓 |
| PEP | PEPSICO INC | $49.32万 | 0.15% | 3,176 | 4 | 0.1% | $621 | 加仓 |
| DE | DEERE & CO | $48.56万 | 0.14% | 862 | -16 | -1.8% | -$9,013 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC | $45.89万 | 0.14% | 21,689 | -3,450 | -13.7% | -$7.30万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $44.91万 | 0.13% | 4,374 | 4,374 | — | $44.91万 | 新建仓 |
| CSRE | COHEN & STEERS ETF TRUST | $41.87万 | 0.12% | 15,934 | 1,077 | 7.2% | $2.83万 | 加仓 |
| CVX | CHEVRON CORPORATION | $41.20万 | 0.12% | 1,991 | -138 | -6.5% | -$2.86万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $40.59万 | 0.12% | 2,810 | -62 | -2.2% | -$8,955 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $40.40万 | 0.12% | 1,667 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $38.56万 | 0.11% | 1,124 | 4 | 0.4% | $1,372 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $36.32万 | 0.11% | 10,788 | -795 | -6.9% | -$2.68万 | 减仓 |
| MRK | MERCK & CO INC | $36.26万 | 0.11% | 3,014 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $35.81万 | 0.11% | 3,812 | 7 | 0.2% | $658 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $34.33万 | 0.10% | 6,351 | -207 | -3.2% | -$1.12万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $33.20万 | 0.10% | 1,903 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $31.82万 | 0.09% | 6,340 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $30.66万 | 0.09% | 1,435 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $30.43万 | 0.09% | 7,735 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $30.36万 | 0.09% | 1,583 | 1 | 0.1% | $192 | 加仓 |
| — | INNOVATOR ETFS TRUST | $30.27万 | 0.09% | 7,732 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $29.10万 | 0.09% | 1,922 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $28.73万 | 0.09% | 7,592 | 55 | 0.7% | $2,081 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $28.31万 | 0.08% | 5,027 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $28.27万 | 0.08% | 860 | 3 | 0.4% | $986 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $28.05万 | 0.08% | 7,932 | -256 | -3.1% | -$9,054 | 减仓 |
| ABBV | ABBVIE INC | $28.03万 | 0.08% | 1,289 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $27.98万 | 0.08% | 872 | 11 | 1.3% | $3,530 | 加仓 |
| MCD | MCDONALDS CORP | $27.81万 | 0.08% | 895 | -50 | -5.3% | -$1.55万 | 减仓 |
| LOW | LOWES COS INC | $27.50万 | 0.08% | 1,164 | 0 | 0.0% | — | 不变 |