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 |
|---|---|---|---|---|---|---|---|---|
| HYG | ISHARES TR | $0 | 0.00% | 0 | -7,198 | -100.0% | -$58.04万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -876 | -100.0% | -$22.53万 | 清仓 |
| DFSU | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -326 | -100.0% | -$21.52万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $15.77万 | 0.04% | 10,076 | -5 | -0.0% | -$78 | 减仓 |
| BIL | SPDR SERIES TRUST | $20.05万 | 0.06% | 2,188 | 2,188 | — | $20.05万 | 新建仓 |
| ITOT | ISHARES TR | $20.29万 | 0.06% | 1,424 | -4 | -0.3% | -$570 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.45万 | 0.06% | 4,074 | 4,074 | — | $20.45万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $20.60万 | 0.06% | 1,246 | 0 | 0.0% | — | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T | $20.94万 | 0.06% | 322 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $21.29万 | 0.06% | 2,206 | 0 | 0.0% | — | 重新持有 |
| BSV | VANGUARD BD INDEX FDS | $21.55万 | 0.06% | 2,748 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $21.81万 | 0.06% | 1,052 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $22.01万 | 0.06% | 574 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $23.57万 | 0.06% | 4,532 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $24.93万 | 0.07% | 5,650 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $25.16万 | 0.07% | 1,229 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $25.23万 | 0.07% | 289 | 289 | — | $25.23万 | 新建仓 |
| MMM | 3M CO | $25.97万 | 0.07% | 1,788 | 9 | 0.5% | $1,307 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $26.00万 | 0.07% | 1,128 | 10 | 0.9% | $2,305 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $26.22万 | 0.07% | 939 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $26.59万 | 0.07% | 2,139 | 66 | 3.2% | $8,206 | 加仓 |
| ABT | ABBOTT LABORATORIES | $27.17万 | 0.07% | 2,646 | -82 | -3.0% | -$8,419 | 减仓 |
| IQLT | ISHARES TR | $27.24万 | 0.07% | 5,892 | -87 | -1.5% | -$4,022 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $27.26万 | 0.07% | 1,870 | -10 | -0.5% | -$1,458 | 减仓 |
| ITIC | INVESTORS TITLE CO NC | $28.17万 | 0.08% | 1,296 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $28.47万 | 0.08% | 2,954 | -28 | -0.9% | -$2,699 | 减仓 |
| AMGN | AMGEN INC | $28.50万 | 0.08% | 810 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $29.18万 | 0.08% | 2,426 | 3 | 0.1% | $361 | 加仓 |
| DVY | ISHARES TR | $29.69万 | 0.08% | 1,961 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $30.41万 | 0.08% | 2,567 | 1 | 0.0% | $118 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $31.55万 | 0.09% | 6,323 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $32.80万 | 0.09% | 1,156 | 26 | 2.3% | $7,378 | 加仓 |
| CVS | CVS HEALTH CORP | $33.54万 | 0.09% | 4,670 | 1 | 0.0% | $72 | 加仓 |
| MO | ALTRIA GROUP INC | $35.24万 | 0.10% | 5,340 | -81 | -1.5% | -$5,345 | 减仓 |
| AVGO | BROADCOM INC | $35.81万 | 0.10% | 1,157 | 1,157 | — | $35.81万 | 新建仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $36.44万 | 0.10% | 5,429 | -11 | -0.2% | -$738 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $37.08万 | 0.10% | 7,905 | -65 | -0.8% | -$3,049 | 减仓 |
| SPSM | SPDR SERIES TRUST | $38.54万 | 0.11% | 7,975 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $39.57万 | 0.11% | 1,900 | 63 | 3.4% | $1.31万 | 加仓 |
| COP | CONOCOPHILLIPS | $39.73万 | 0.11% | 3,010 | -39 | -1.3% | -$5,148 | 减仓 |
| QCOM | QUALCOMM INC | $39.97万 | 0.11% | 3,104 | 2 | 0.1% | $258 | 加仓 |
| KO | COCA COLA CO | $40.82万 | 0.11% | 5,368 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $41.29万 | 0.11% | 6,808 | -191 | -2.7% | -$1.16万 | 减仓 |
| BILS | SPDR SERIES TRUST | $41.98万 | 0.12% | 4,222 | 4,222 | — | $41.98万 | 新建仓 |
| HD | HOME DEPOT INC | $42.85万 | 0.12% | 1,303 | -1 | -0.1% | -$329 | 减仓 |
| CVX | CHEVRON CORPORATION | $44.19万 | 0.12% | 2,136 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $44.69万 | 0.12% | 1,717 | 1 | 0.1% | $260 | 加仓 |
| VTV | VANGUARD INDEX FDS | $45.01万 | 0.12% | 2,294 | -2 | -0.1% | -$392 | 减仓 |
| AMP | AMERIPRISE FINL INC | $45.42万 | 0.12% | 1,022 | 1 | 0.1% | $444 | 加仓 |
| VGT | VANGUARD WORLD FD | $47.03万 | 0.13% | 674 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $48.77万 | 0.13% | 19,393 | 98 | 0.5% | $2,465 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $48.86万 | 0.13% | 2,817 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $49.72万 | 0.14% | 4,429 | -388 | -8.1% | -$4.36万 | 减仓 |
| — | HONEYWELL INTL INC | $49.88万 | 0.14% | 2,207 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $51.56万 | 0.14% | 2,830 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $51.81万 | 0.14% | 6,678 | -4,700 | -41.3% | -$36.47万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $51.83万 | 0.14% | 2,081 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $52.66万 | 0.14% | 3,387 | 1 | 0.0% | $155 | 加仓 |
| GOOG | ALPHABET INC | $53.81万 | 0.15% | 1,876 | -165 | -8.1% | -$4.73万 | 减仓 |
| LLY | ELI LILLY & CO | $54.09万 | 0.15% | 588 | 1 | 0.2% | $920 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $57.17万 | 0.16% | 4,361 | 0 | 0.0% | — | 不变 |
| GRC | GORMAN RUPP CO | $58.62万 | 0.16% | 9,435 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $59.72万 | 0.16% | 1,110 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $65.97万 | 0.18% | 3,033 | 2 | 0.1% | $435 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $68.29万 | 0.19% | 1,425 | -350 | -19.7% | -$16.77万 | 减仓 |
| SCYB | SCHWAB STRATEGIC TR | $81.86万 | 0.22% | 31,485 | 31,485 | — | $81.86万 | 新建仓 |
| DGCB | DIMENSIONAL ETF TRUST | $82.35万 | 0.23% | 15,212 | 15,212 | — | $82.35万 | 新建仓 |
| DFGP | DIMENSIONAL ETF TRUST | $82.37万 | 0.23% | 15,257 | 15,257 | — | $82.37万 | 新建仓 |
| GOOGL | ALPHABET INC | $88.11万 | 0.24% | 3,064 | 29 | 1.0% | $8,339 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $88.37万 | 0.24% | 5,967 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $93.56万 | 0.26% | 1,661 | 1 | 0.1% | $563 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $93.76万 | 0.26% | 24,066 | 35 | 0.1% | $1,364 | 加仓 |
| PG | PROCTER & GAMBLE CO | $95.47万 | 0.26% | 6,610 | -54 | -0.8% | -$7,800 | 减仓 |
| CMCSA | COMCAST CORP NEW | $97.05万 | 0.27% | 33,804 | -25 | -0.1% | -$718 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $106.13万 | 0.29% | 3,311 | 1 | 0.0% | $321 | 加仓 |
| VUG | VANGUARD INDEX FDS | $118.40万 | 0.33% | 2,711 | -10 | -0.4% | -$4,368 | 减仓 |
| NVDA | NVIDIA CORPORATION | $125.86万 | 0.35% | 7,217 | -4,233 | -37.0% | -$73.82万 | 减仓 |
| IVV | ISHARES TR | $127.18万 | 0.35% | 1,947 | -88 | -4.3% | -$5.75万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $133.95万 | 0.37% | 27,947 | 6 | 0.0% | $288 | 加仓 |
| PEP | PEPSICO INC | $135.10万 | 0.37% | 8,700 | -28 | -0.3% | -$4,348 | 减仓 |
| CAT | CATERPILLAR INC | $137.65万 | 0.38% | 1,943 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $145.70万 | 0.40% | 31,918 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $151.75万 | 0.42% | 6,208 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $155.29万 | 0.43% | 5,134 | -1 | -0.0% | -$302 | 减仓 |
| MSFT | MICROSOFT CORP | $171.36万 | 0.47% | 4,629 | -6 | -0.1% | -$2,221 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $183.48万 | 0.50% | 24,869 | 5,143 | 26.1% | $37.94万 | 加仓 |
| — | EXXON MOBIL CORP | $198.98万 | 0.55% | 11,728 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $212.62万 | 0.58% | 7,228 | -1 | -0.0% | -$294 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $263.59万 | 0.72% | 99,167 | 4,191 | 4.4% | $11.14万 | 加仓 |
| IUSV | ISHARES TR | $267.50万 | 0.73% | 26,162 | 91 | 0.3% | $9,305 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $285.73万 | 0.78% | 32,213 | -873 | -2.6% | -$7.74万 | 减仓 |
| AAPL | APPLE INC | $293.11万 | 0.80% | 11,549 | 38 | 0.3% | $9,644 | 加仓 |
| EFV | ISHARES TR | $304.22万 | 0.84% | 40,917 | -158 | -0.4% | -$1.17万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $337.62万 | 0.93% | 100,273 | 1,792 | 1.8% | $6.03万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $346.69万 | 0.95% | 48,891 | 17 | 0.0% | $1,205 | 加仓 |
| MCD | MCDONALDS CORP | $378.79万 | 1.04% | 12,188 | 1 | 0.0% | $311 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $462.24万 | 1.27% | 117,202 | 5,299 | 4.7% | $20.90万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $513.29万 | 1.41% | 66,566 | -439 | -0.7% | -$3.39万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $582.34万 | 1.60% | 111,027 | 9,609 | 9.5% | $50.40万 | 加仓 |