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 |
|---|---|---|---|---|---|---|---|---|
| IJJ | ISHARES TR | $2,312.41万 | 6.29% | 156,530 | 2,645 | 1.7% | $39.07万 | 加仓 |
| IJT | ISHARES TR | $2,286.30万 | 6.22% | 128,012 | -1,844 | -1.4% | -$32.93万 | 减仓 |
| IJK | ISHARES TR | $2,146.17万 | 5.84% | 182,653 | -2,814 | -1.5% | -$33.06万 | 减仓 |
| IVW | ISHARES TR | $2,038.59万 | 5.54% | 148,229 | -477 | -0.3% | -$6.56万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,764.50万 | 4.80% | 233,678 | -1,611 | -0.7% | -$12.16万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,676.22万 | 4.56% | 310,296 | 2,168 | 0.7% | $11.71万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,312.16万 | 3.57% | 83,032 | 1,613 | 2.0% | $25.49万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,301.04万 | 3.54% | 418,339 | -5,912 | -1.4% | -$18.39万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,215.64万 | 3.31% | 302,926 | 6,557 | 2.2% | $26.31万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,180.51万 | 3.21% | 153,913 | 10,536 | 7.3% | $80.81万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,132.67万 | 3.08% | 292,001 | 2,124 | 0.7% | $8.24万 | 加仓 |
| IJS | ISHARES TR | $1,002.45万 | 2.73% | 73,343 | -3,364 | -4.4% | -$45.98万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $975.78万 | 2.65% | 288,650 | 3,703 | 1.3% | $12.52万 | 加仓 |
| IVV | ISHARES TR | $919.82万 | 2.50% | 12,282 | -119 | -1.0% | -$8.91万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $741.40万 | 2.02% | 179,710 | 8,962 | 5.2% | $36.97万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $739.14万 | 2.01% | 173,234 | -3,746 | -2.1% | -$15.98万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $716.32万 | 1.95% | 247,263 | 12,005 | 5.1% | $34.78万 | 加仓 |
| IJH | ISHARES TR | $514.87万 | 1.40% | 66,771 | -2,196 | -3.2% | -$16.93万 | 减仓 |
| QQQ | INVESCO QQQ TR | $498.38万 | 1.36% | 6,768 | -201 | -2.9% | -$14.80万 | 减仓 |
| EFG | ISHARES TR | $497.37万 | 1.35% | 39,975 | -719 | -1.8% | -$8.95万 | 减仓 |
| IVE | ISHARES TR | $492.23万 | 1.34% | 21,679 | -1,179 | -5.2% | -$26.77万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $489.86万 | 1.33% | 61,984 | 6,383 | 11.5% | $50.44万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $481.47万 | 1.31% | 61,799 | 3,169 | 5.4% | $24.69万 | 加仓 |
| AAPL | APPLE INC | $466.56万 | 1.27% | 16,124 | 449 | 2.9% | $12.99万 | 加仓 |
| GOVT | ISHARES TR | $451.57万 | 1.23% | 198,231 | 6,020 | 3.1% | $13.71万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $426.53万 | 1.16% | 21,586 | -205 | -0.9% | -$4.05万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $399.47万 | 1.09% | 78,977 | 1,538 | 2.0% | $7.78万 | 加仓 |
| GLD | SPDR GOLD TR | $379.00万 | 1.03% | 10,288 | -373 | -3.5% | -$13.74万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $352.66万 | 0.96% | 11,514 | 212 | 1.9% | $6.49万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $351.02万 | 0.95% | 34,648 | 1,672 | 5.1% | $16.94万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $310.13万 | 0.84% | 8,480 | -19 | -0.2% | -$6,949 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $306.96万 | 0.83% | 61,111 | 5,039 | 9.0% | $25.31万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $301.13万 | 0.82% | 31,228 | -688 | -2.2% | -$6.63万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $299.76万 | 0.82% | 61,896 | 2,477 | 4.2% | $12.00万 | 加仓 |
| IDV | ISHARES TR | $296.78万 | 0.81% | 71,635 | -3,773 | -5.0% | -$15.63万 | 减仓 |
| DGS | WISDOMTREE TR | $254.27万 | 0.69% | 39,294 | -322 | -0.8% | -$2.08万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $252.34万 | 0.69% | 10,385 | -27 | -0.3% | -$6,561 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $245.16万 | 0.67% | 9,653 | -71 | -0.7% | -$1.80万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $237.83万 | 0.65% | 48,976 | -4,160 | -7.8% | -$20.20万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $203.31万 | 0.55% | 28,535 | -309 | -1.1% | -$2.20万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $194.02万 | 0.53% | 2,598 | 2 | 0.1% | $1,494 | 加仓 |
| MUB | ISHARES TR | $183.97万 | 0.50% | 17,094 | 745 | 4.6% | $8.02万 | 加仓 |
| IJR | ISHARES TR | $158.79万 | 0.43% | 10,706 | -420 | -3.8% | -$6.23万 | 减仓 |
| TIP | ISHARES TR | $158.73万 | 0.43% | 14,505 | 229 | 1.6% | $2.51万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $158.39万 | 0.43% | 29,316 | -1,163 | -3.8% | -$6.28万 | 减仓 |
| — | EXXON MOBIL CORP | $156.46万 | 0.43% | 11,444 | -1,526 | -11.8% | -$20.86万 | 减仓 |
| SCZ | ISHARES TR | $131.60万 | 0.36% | 15,997 | -562 | -3.4% | -$4.62万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $130.48万 | 0.35% | 49,877 | -311 | -0.6% | -$8,136 | 减仓 |
| MSFT | MICROSOFT CORP | $122.18万 | 0.33% | 3,276 | 1 | 0.0% | $373 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $114.90万 | 0.31% | 29,060 | 685 | 2.4% | $2.71万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $107.63万 | 0.29% | 2,151 | -131 | -5.7% | -$6.56万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC | $105.37万 | 0.29% | 10,862 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $99.46万 | 0.27% | 5,242 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $93.23万 | 0.25% | 777 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $92.49万 | 0.25% | 2,588 | -69 | -2.6% | -$2.47万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $90.20万 | 0.25% | 10,472 | -190 | -1.8% | -$1.64万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $84.85万 | 0.23% | 10,355 | -66 | -0.6% | -$5,408 | 减仓 |
| O | REALTY INCOME CORP | $79.56万 | 0.22% | 12,841 | 17 | 0.1% | $1,053 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $76.69万 | 0.21% | 2,343 | 357 | 18.0% | $11.69万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $74.05万 | 0.20% | 14,962 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $70.73万 | 0.19% | 4,368 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $67.22万 | 0.18% | 12,053 | -69 | -0.6% | -$3,848 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $64.21万 | 0.17% | 3,018 | -48 | -1.6% | -$1.02万 | 减仓 |
| — | CALAMOS ETF TR | $64.17万 | 0.17% | 24,970 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $62.75万 | 0.17% | 6,616 | 122 | 1.9% | $1.16万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $62.18万 | 0.17% | 1,435 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $61.04万 | 0.17% | 2,561 | -122 | -4.5% | -$2.91万 | 减仓 |
| VO | VANGUARD INDEX FDS | $60.35万 | 0.16% | 7,490 | -158 | -2.1% | -$1.27万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $59.28万 | 0.16% | 2,505 | -381 | -13.2% | -$9.02万 | 减仓 |
| GOOG | ALPHABET INC | $59.22万 | 0.16% | 1,676 | -50 | -2.9% | -$1.77万 | 减仓 |
| META | META PLATFORMS INC | $58.06万 | 0.16% | 1,031 | -15 | -1.4% | -$8,447 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $58.04万 | 0.16% | 620 | -21 | -3.3% | -$1.97万 | 减仓 |
| DE | DEERE & CO | $52.14万 | 0.14% | 822 | -40 | -4.6% | -$2.54万 | 减仓 |
| CSRE | COHEN & STEERS ETF TRUST | $51.35万 | 0.14% | 18,093 | 2,159 | 13.5% | $6.13万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $48.52万 | 0.13% | 13,381 | -1,639 | -10.9% | -$5.94万 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC | $47.64万 | 0.13% | 20,152 | -1,537 | -7.1% | -$3.63万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $46.87万 | 0.13% | 1,667 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $43.16万 | 0.12% | 2,157 | 254 | 13.3% | $5.08万 | 加仓 |
| PEP | PEPSICO INC | $43.03万 | 0.12% | 3,178 | 2 | 0.1% | $271 | 加仓 |
| MRK | MERCK & CO INC | $41.71万 | 0.11% | 3,246 | 232 | 7.7% | $2.98万 | 加仓 |
| DVY | ISHARES TR | $40.66万 | 0.11% | 2,602 | 680 | 35.4% | $10.63万 | 加仓 |
| GE | GE AEROSPACE | $40.07万 | 0.11% | 1,072 | 147 | 15.9% | $5.49万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $39.95万 | 0.11% | 1,128 | 4 | 0.4% | $1,417 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $38.12万 | 0.10% | 6,387 | 36 | 0.6% | $2,149 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $37.70万 | 0.10% | 10,763 | -25 | -0.2% | -$876 | 减仓 |
| EMB | ISHARES TR | $36.88万 | 0.10% | 3,825 | 13 | 0.3% | $1,254 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $36.87万 | 0.10% | 5,027 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $36.22万 | 0.10% | 2,470 | -340 | -12.1% | -$4.99万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $35.58万 | 0.10% | 3,921 | -453 | -10.4% | -$4.11万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $35.44万 | 0.10% | 8,109 | 177 | 2.2% | $7,736 | 加仓 |
| ABBV | ABBVIE INC | $34.95万 | 0.10% | 1,389 | 100 | 7.8% | $2.52万 | 加仓 |
| CAT | CATERPILLAR INC | $34.82万 | 0.09% | 327 | -24 | -6.8% | -$2.56万 | 减仓 |
| QUAL | ISHARES TR | $34.74万 | 0.09% | 1,583 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $32.86万 | 0.09% | 7,809 | 74 | 1.0% | $3,114 | 加仓 |
| VTI | VANGUARD INDEX FDS | $32.42万 | 0.09% | 876 | 4 | 0.5% | $1,481 | 加仓 |
| CVX | CHEVRON CORPORATION | $32.13万 | 0.09% | 1,938 | -53 | -2.7% | -$8,786 | 减仓 |
| — | INNOVATOR ETFS TRUST | $32.02万 | 0.09% | 7,634 | -98 | -1.3% | -$4,111 | 减仓 |
| GEV | GE VERNOVA INC | $31.13万 | 0.08% | 265 | 265 | — | $31.13万 | 新建仓 |
| CSCO | CISCO SYS INC | $30.83万 | 0.08% | 2,625 | -80 | -3.0% | -$9,397 | 减仓 |
| HD | HOME DEPOT INC | $30.41万 | 0.08% | 862 | 2 | 0.2% | $705 | 加仓 |