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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $24.93万 | 0.07% | 5,650 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $23.57万 | 0.06% | 4,532 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $22.01万 | 0.06% | 574 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $21.81万 | 0.06% | 1,052 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $21.55万 | 0.06% | 2,748 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $21.29万 | 0.06% | 2,206 | 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 |
| PM | PHILIP MORRIS INTL INC | $20.60万 | 0.06% | 1,246 | 0 | 0.0% | — | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $20.45万 | 0.06% | 4,074 | 4,074 | — | $20.45万 | 新建仓 |
| ITOT | ISHARES TR | $20.29万 | 0.06% | 1,424 | -4 | -0.3% | -$570 | 减仓 |
| BIL | SPDR SERIES TRUST | $20.05万 | 0.06% | 2,188 | 2,188 | — | $20.05万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $15.77万 | 0.04% | 10,076 | -5 | -0.0% | -$78 | 减仓 |
| 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 |