Sterling Wealth Management, Inc.
Champaign IL · SEC CIK 0002011149
$3.64亿2026Q1 申报市值
112持仓数
59.3%前十大占比 · 第一大 10.6%
8 / 3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
DFCF 加仓+$224.67万
DFSD 加仓+$186.83万
DIMENSIONAL ETF 加仓+$127.06万
DUSB 加仓+$117.42万
DIMENSIONAL ETF 加仓+$88.63万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$73.82万
HYG 清仓-$58.04万
CSCO 减仓-$36.47万
ADP 清仓-$22.53万
META 清仓-$21.52万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DFIV | DIMENSIONAL ETF TRUST | $613.32万 | 1.68% | 116,203 | -2,125 | -1.8% | -$11.22万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $726.36万 | 1.99% | 33,434 | -9 | -0.0% | -$1,955 | 减仓 |
| HUBB | HUBBELL INC | $887.75万 | 2.44% | 18,090 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $975.90万 | 2.68% | 251,132 | -81 | -0.0% | -$3,148 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,075.00万 | 2.95% | 198,889 | -723 | -0.4% | -$3.91万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,318.88万 | 3.62% | 185,419 | 2,711 | 1.5% | $19.28万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,357.27万 | 3.73% | 380,080 | 6,543 | 1.8% | $23.37万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,381.30万 | 3.79% | 285,040 | -1,926 | -0.7% | -$9.33万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,652.79万 | 4.54% | 488,126 | 6,292 | 1.3% | $21.30万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,803.62万 | 4.95% | 376,697 | 39,020 | 11.6% | $186.83万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,825.92万 | 5.01% | 284,944 | -186 | -0.1% | -$1.19万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,274.58万 | 6.24% | 364,224 | 14,192 | 4.1% | $88.63万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,378.76万 | 6.53% | 647,105 | 34,565 | 5.6% | $127.06万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $2,510.38万 | 6.89% | 495,047 | 23,156 | 4.9% | $117.42万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,548.12万 | 7.00% | 603,533 | 53,214 | 9.7% | $224.67万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,873.02万 | 10.63% | 120,726 | 2,595 | 2.2% | $83.25万 | 加仓 |