Sterling Wealth Management, Inc.
Champaign IL · SEC CIK 0002011149
$4.02亿2026Q2 申报市值
116持仓数
59.2%前十大占比 · 第一大 11.0%
8 / 5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
DIMENSIONAL ETF 加仓+$99.07万
DFCF 加仓+$82.22万
IVV 加仓+$72.57万
DFSD 加仓+$69.98万
PG 加仓+$66.28万
2026Q2 卖出最多 按季末市值估算
DFUV 减仓-$54.01万
BILS 清仓-$41.98万
VWO 减仓-$41.43万
VBR 减仓-$39.88万
VTI 减仓-$38.48万
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 |
|---|---|---|---|---|---|---|---|---|
| DFIS | DIMENSIONAL ETF TRUST | $353.90万 | 0.88% | 101,028 | 755 | 0.8% | $2.64万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $399.46万 | 0.99% | 48,750 | -141 | -0.3% | -$1.16万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $475.09万 | 1.18% | 118,388 | 1,186 | 1.0% | $4.76万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $548.98万 | 1.36% | 64,216 | -2,350 | -3.5% | -$20.09万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $601.38万 | 1.49% | 112,208 | 1,181 | 1.1% | $6.33万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $628.96万 | 1.56% | 116,430 | 227 | 0.2% | $1.23万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $772.55万 | 1.92% | 31,793 | -1,641 | -4.9% | -$39.88万 | 减仓 |
| HUBB | HUBBELL INC | $946.47万 | 2.35% | 18,090 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $1,112.65万 | 2.77% | 250,822 | -310 | -0.1% | -$1.38万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,145.74万 | 2.85% | 191,948 | -6,941 | -3.5% | -$41.43万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,501.64万 | 3.73% | 182,371 | -3,048 | -1.6% | -$25.10万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,513.99万 | 3.76% | 275,221 | -9,819 | -3.4% | -$54.01万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,514.00万 | 3.76% | 382,903 | 2,823 | 0.7% | $11.16万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,868.71万 | 4.65% | 391,353 | 14,656 | 3.9% | $69.98万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,945.74万 | 4.84% | 483,895 | -4,231 | -0.9% | -$17.01万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,030.44万 | 5.05% | 284,974 | 30 | 0.0% | $2,138 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $2,534.75万 | 6.30% | 499,163 | 4,116 | 0.8% | $20.90万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,551.68万 | 6.34% | 365,048 | 824 | 0.2% | $5.76万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,629.73万 | 6.54% | 623,012 | 19,479 | 3.2% | $82.22万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,799.43万 | 6.96% | 670,845 | 23,740 | 3.7% | $99.07万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,428.85万 | 11.01% | 119,686 | -1,040 | -0.9% | -$38.48万 | 减仓 |