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 |
|---|---|---|---|---|---|---|---|---|
| PEG | PUBLIC SVC ENTERPRISE GROUP | $26.96万 | 0.08% | 3,331 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $26.25万 | 0.08% | 925 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $26.15万 | 0.08% | 2,789 | 12 | 0.4% | $1,125 | 加仓 |
| TSLA | TESLA INC | $25.84万 | 0.08% | 695 | -38 | -5.2% | -$1.41万 | 减仓 |
| — | CALAMOS ETF TR | $25.39万 | 0.08% | 9,447 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $25.29万 | 0.07% | 2,635 | -10 | -0.4% | -$960 | 减仓 |
| CAT | CATERPILLAR INC | $24.87万 | 0.07% | 351 | -20 | -5.4% | -$1.42万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $24.41万 | 0.07% | 9,727 | 28 | 0.3% | $703 | 加仓 |
| ES | EVERSOURCE ENERGY | $23.92万 | 0.07% | 3,452 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $22.56万 | 0.07% | 1,304 | 1,304 | — | $22.56万 | 新建仓 |
| — | CALAMOS ETF TR | $21.63万 | 0.06% | 8,018 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $21.23万 | 0.06% | 2,883 | -4,986 | -63.4% | -$36.72万 | 减仓 |
| IWB | ISHARES TR | $21.00万 | 0.06% | 589 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $20.99万 | 0.06% | 2,705 | 0 | 0.0% | — | 不变 |
| UFEB | INNOVATOR ETFS TRUST | $20.52万 | 0.06% | 5,653 | 5,653 | — | $20.52万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $20.11万 | 0.06% | 337 | -2 | -0.6% | -$1,193 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $11.92万 | 0.04% | 13,831 | 0 | 0.0% | — | 不变 |
| — | GUINNESS ATKINSON FDS | $0 | 0.00% | 0 | -8,876 | -100.0% | -$27.45万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -3,630 | -100.0% | -$22.56万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -2,513 | -100.0% | -$21.95万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,116 | -100.0% | -$21.66万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -1,832 | -100.0% | -$20.68万 | 清仓 |