Sterling Wealth Advisors Inc
PLANTATION FL · SEC CIK 0001943937
$1.75亿2026Q1 申报市值
20持仓数
92.6%前十大占比 · 第一大 30.6%
0 / 0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
DFAX 加仓+$48.43万
DFCF 加仓+$47.10万
DIMENSIONAL ETF 加仓+$43.86万
DFSD 加仓+$10.16万
DFAE 加仓+$9.10万
2026Q1 卖出最多 按季末市值估算
DFAU 减仓-$39.84万
IDV 减仓-$31.28万
DFAI 减仓-$13.39万
DFUS 减仓-$6.69万
VB 减仓-$4.72万
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 |
|---|---|---|---|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | $28.09万 | 0.16% | 5,505 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $29.34万 | 0.17% | 1,892 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $34.59万 | 0.20% | 10,780 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $90.16万 | 0.51% | 3,151 | -165 | -5.0% | -$4.72万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $92.46万 | 0.53% | 19,103 | 641 | 3.5% | $3.10万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $105.63万 | 0.60% | 27,543 | 1 | 0.0% | $38 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $201.17万 | 1.15% | 54,785 | 13,190 | 31.7% | $48.43万 | 加仓 |
| DGRO | ISHARES TR | $225.98万 | 1.29% | 30,897 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $229.24万 | 1.31% | 79,101 | 83 | 0.1% | $2,405 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $264.73万 | 1.51% | 62,838 | 10,411 | 19.9% | $43.86万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $317.77万 | 1.81% | 13,978 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $324.50万 | 1.85% | 4,557 | -35 | -0.8% | -$2.49万 | 减仓 |
| IDV | ISHARES TR | $571.25万 | 3.26% | 129,126 | -7,070 | -5.2% | -$31.28万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $956.58万 | 5.45% | 254,342 | 2,420 | 1.0% | $9.10万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,121.29万 | 6.39% | 296,324 | -405 | -0.1% | -$1.53万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,158.63万 | 6.61% | 271,406 | 11,033 | 4.2% | $47.10万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,554.82万 | 8.87% | 374,114 | -3,221 | -0.9% | -$13.39万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,410.56万 | 13.75% | 500,013 | 2,107 | 0.4% | $10.16万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2,451.43万 | 13.98% | 317,131 | -866 | -0.3% | -$6.69万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $5,367.99万 | 30.61% | 1,093,723 | -8,118 | -0.7% | -$39.84万 | 减仓 |