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 |
|---|---|---|---|---|---|---|---|---|
| VONV | VANGUARD SCOTTSDALE FDS | $29.77万 | 0.08% | 2,800 | 11 | 0.4% | $1,169 | 加仓 |
| MDYG | SPDR SERIES TRUST | $29.54万 | 0.08% | 2,636 | 1 | 0.0% | $112 | 加仓 |
| TSLA | TESLA INC | $28.90万 | 0.08% | 687 | -8 | -1.2% | -$3,365 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $28.24万 | 0.08% | 9,752 | 25 | 0.3% | $724 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $27.99万 | 0.08% | 7,615 | 23 | 0.3% | $845 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $26.89万 | 0.07% | 3,314 | -17 | -0.5% | -$1,380 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $26.84万 | 0.07% | 6,340 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $26.14万 | 0.07% | 9,447 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $25.66万 | 0.07% | 1,164 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $24.95万 | 0.07% | 3,452 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $24.22万 | 0.07% | 896 | 1 | 0.1% | $270 | 加仓 |
| IWB | ISHARES TR | $24.12万 | 0.07% | 589 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $23.73万 | 0.06% | 1,700 | 1,700 | — | $23.73万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $23.54万 | 0.06% | 3,207 | 324 | 11.2% | $2.38万 | 加仓 |
| VB | VANGUARD INDEX FDS | $22.95万 | 0.06% | 757 | 757 | — | $22.95万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $22.52万 | 0.06% | 328 | -9 | -2.7% | -$6,181 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $22.33万 | 0.06% | 3,194 | 3,194 | — | $22.33万 | 新建仓 |
| — | CALAMOS ETF TR | $22.30万 | 0.06% | 8,018 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $21.78万 | 0.06% | 3,184 | 3,184 | — | $21.78万 | 新建仓 |
| GLW | CORNING INC | $21.28万 | 0.06% | 833 | 833 | — | $21.28万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $21.21万 | 0.06% | 668 | -82 | -10.9% | -$2.60万 | 重新持有 |
| SDY | SPDR SERIES TRUST | $20.14万 | 0.05% | 1,323 | 1,323 | — | $20.14万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $13.24万 | 0.04% | 13,831 | 0 | 0.0% | — | 不变 |
| 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 |