Sterling Group Wealth Management, LLC
PASADENA CA · SEC CIK 0001852307
$2.11亿2026Q1 申报市值
58持仓数
83.6%前十大占比 · 第一大 39.1%
8 / 1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
DYNF 加仓+$546.05万
SPYM 加仓+$379.13万
TBIL 加仓+$233.45万
XBIL 加仓+$69.90万
EFA 加仓+$52.60万
2026Q1 卖出最多 按季末市值估算
SPHQ 减仓-$302.66万
SCHB 清仓-$75.46万
AAPL 减仓-$75.00万
ARCC 减仓-$48.78万
VEA 减仓-$33.40万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -28,769 | -100.0% | -$75.46万 | 清仓 |
| ARCC | ARES CAPITAL CORP | $18.76万 | 0.09% | 10,411 | -27,069 | -72.2% | -$48.78万 | 减仓 |
| DIS | DISNEY WALT CO | $20.11万 | 0.10% | 2,087 | 2,087 | — | $20.11万 | 新建仓 |
| GLW | CORNING INC | $20.29万 | 0.10% | 1,492 | 1,492 | — | $20.29万 | 新建仓 |
| BAC | BANK AMERICA CORP | $20.33万 | 0.10% | 4,170 | 4,170 | — | $20.33万 | 新建仓 |
| ROL | ROLLINS INC | $21.93万 | 0.10% | 4,106 | 235 | 6.1% | $1.26万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $23.12万 | 0.11% | 232 | 232 | — | $23.12万 | 新建仓 |
| DE | DEERE & CO | $24.73万 | 0.12% | 439 | 439 | — | $24.73万 | 新建仓 |
| AVGO | BROADCOM INC | $25.04万 | 0.12% | 809 | 809 | — | $25.04万 | 新建仓 |
| — | EXXON MOBIL CORP | $25.45万 | 0.12% | 1,500 | 1,500 | — | $25.45万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $25.95万 | 0.12% | 399 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $26.21万 | 0.12% | 1,511 | 209 | 16.1% | $3.63万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $26.45万 | 0.13% | 2,848 | 68 | 2.4% | $6,316 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $26.47万 | 0.13% | 1,299 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $28.09万 | 0.13% | 643 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $29.86万 | 0.14% | 3,751 | 3,751 | — | $29.86万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $30.10万 | 0.14% | 4,008 | -54 | -1.3% | -$4,055 | 减仓 |
| PEP | PEPSICO INC | $30.81万 | 0.15% | 1,984 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $31.15万 | 0.15% | 2,344 | 88 | 3.9% | $1.17万 | 加仓 |
| BIZD | VANECK ETF TRUST | $33.36万 | 0.16% | 26,059 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $35.02万 | 0.17% | 1,482 | 165 | 12.5% | $3.90万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $36.43万 | 0.17% | 5,078 | -650 | -11.3% | -$4.66万 | 减仓 |
| — | PACER FDS TR | $38.90万 | 0.18% | 10,586 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $38.98万 | 0.18% | 4,287 | 1,515 | 54.7% | $13.78万 | 加仓 |
| MTUM | ISHARES TR | $41.13万 | 0.19% | 1,714 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $45.77万 | 0.22% | 800 | 217 | 37.2% | $12.42万 | 加仓 |
| IVV | ISHARES TR | $46.70万 | 0.22% | 715 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $49.14万 | 0.23% | 1,626 | 265 | 19.5% | $8.01万 | 加仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $50.65万 | 0.24% | 53,993 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $51.27万 | 0.24% | 2,969 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $52.79万 | 0.25% | 7,213 | 190 | 2.7% | $1.39万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $54.03万 | 0.26% | 2,210 | 196 | 9.7% | $4.79万 | 加仓 |
| AGG | ISHARES TR | $58.64万 | 0.28% | 5,908 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $68.67万 | 0.32% | 3,319 | 1,824 | 122.0% | $37.74万 | 加仓 |
| USMV | ISHARES TR | $69.42万 | 0.33% | 7,485 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.34% | 1 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $76.93万 | 0.36% | 4,411 | 2,128 | 93.2% | $37.11万 | 加仓 |
| FSK | FS KKR CAP CORP | $78.26万 | 0.37% | 76,879 | 29,479 | 62.2% | $30.01万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $88.72万 | 0.42% | 4,957 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $112.55万 | 0.53% | 11,258 | -44 | -0.4% | -$4,399 | 减仓 |
| GOOGL | ALPHABET INC | $116.78万 | 0.55% | 4,061 | 721 | 21.6% | $20.73万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $118.25万 | 0.56% | 4,020 | 33 | 0.8% | $9,707 | 加仓 |
| GOOG | ALPHABET INC | $131.96万 | 0.62% | 4,600 | 166 | 3.7% | $4.76万 | 加仓 |
| AMZN | AMAZON COM INC | $164.55万 | 0.78% | 7,901 | 1,046 | 15.3% | $21.79万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $176.56万 | 0.84% | 5,869 | 42 | 0.7% | $1.26万 | 加仓 |
| MSFT | MICROSOFT CORP | $213.13万 | 1.01% | 5,758 | 669 | 13.1% | $24.76万 | 加仓 |
| XBIL | RBB FD INC | $245.11万 | 1.16% | 48,993 | 13,972 | 39.9% | $69.90万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $277.58万 | 1.31% | 14,148 | -154 | -1.1% | -$3.02万 | 减仓 |
| AAPL | APPLE INC | $366.73万 | 1.73% | 14,450 | -2,955 | -17.0% | -$75.00万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $404.93万 | 1.92% | 6,777 | 330 | 5.1% | $19.72万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $551.21万 | 2.61% | 97,422 | -2,569 | -2.6% | -$14.54万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $570.37万 | 2.70% | 155,882 | -403 | -0.3% | -$1.47万 | 减仓 |
| IVW | ISHARES TR | $702.26万 | 3.32% | 62,086 | 73 | 0.1% | $8,257 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,160.40万 | 5.49% | 181,086 | -5,212 | -2.8% | -$33.40万 | 减仓 |
| EFA | ISHARES TR | $1,328.05万 | 6.28% | 136,729 | 5,415 | 4.1% | $52.60万 | 加仓 |
| TBIL | RBB FD INC | $1,372.66万 | 6.49% | 275,302 | 46,821 | 20.5% | $233.45万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,584.04万 | 7.49% | 272,265 | 93,856 | 52.6% | $546.05万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,739.14万 | 8.23% | 231,299 | -40,253 | -14.8% | -$302.66万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $8,263.88万 | 39.09% | 1,079,682 | 49,533 | 4.8% | $379.13万 | 加仓 |