Sterling Wealth Advisors Inc
PLANTATION FL · SEC CIK 0001943937
$1.84亿2026Q2 申报市值
20持仓数
92.4%前十大占比 · 第一大 31.8%
0 / 0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
DFAU 加仓+$191.73万
DFCF 加仓+$104.79万
DIMENSIONAL ETF 加仓+$32.14万
DFSD 加仓+$29.19万
DFAX 加仓+$28.76万
2026Q2 卖出最多 按季末市值估算
IDV 减仓-$9.50万
DFUS 减仓-$8.84万
DFEM 减仓-$1.96万
DFAE 减仓-$1.57万
DFIC 减仓-$8,197
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | $5,845.18万 | 31.77% | 1,130,815 | 37,092 | 3.4% | $191.73万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2,589.73万 | 14.08% | 316,052 | -1,079 | -0.3% | -$8.84万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,416.76万 | 13.14% | 506,127 | 6,114 | 1.2% | $29.19万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,570.00万 | 8.53% | 380,607 | 6,493 | 1.7% | $26.78万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,250.40万 | 6.80% | 296,233 | 24,827 | 9.1% | $104.79万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,103.28万 | 6.00% | 296,104 | -220 | -0.1% | -$8,197 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,021.14万 | 5.55% | 253,952 | -390 | -0.2% | -$1.57万 | 减仓 |
| IDV | ISHARES TR | $525.47万 | 2.86% | 126,832 | -2,294 | -1.8% | -$9.50万 | 减仓 |
| IVV | ISHARES TR | $341.27万 | 1.85% | 4,557 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $330.75万 | 1.80% | 13,978 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $310.89万 | 1.69% | 70,084 | 7,246 | 11.5% | $32.14万 | 加仓 |
| DGRO | ISHARES TR | $234.17万 | 1.27% | 30,897 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $231.97万 | 1.26% | 80,071 | 970 | 1.2% | $2.81万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $230.59万 | 1.25% | 62,593 | 7,808 | 14.3% | $28.76万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $109.97万 | 0.60% | 27,060 | -483 | -1.8% | -$1.96万 | 减仓 |
| VB | VANGUARD INDEX FDS | $95.51万 | 0.52% | 3,151 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL ETF TRUST | $94.29万 | 0.51% | 19,508 | 405 | 2.1% | $1.96万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $37.53万 | 0.20% | 10,780 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $30.28万 | 0.16% | 5,505 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $29.90万 | 0.16% | 1,892 | 0 | 0.0% | — | 不变 |