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 |
|---|---|---|---|---|---|---|---|---|
| HON | HONEYWELL INTL INC | $28.49万 | 0.07% | 1,273 | -934 | -42.3% | -$20.90万 | 减仓 |
| DIS | DISNEY WALT CO | $28.44万 | 0.07% | 2,955 | 1 | 0.0% | $96 | 加仓 |
| MMM | 3M CO | $28.30万 | 0.07% | 1,748 | -40 | -2.2% | -$6,476 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $28.10万 | 0.07% | 1,271 | 1,271 | — | $28.10万 | 新建仓 |
| USB | US BANCORP | $27.37万 | 0.07% | 4,532 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $25.61万 | 0.06% | 343 | 21 | 6.5% | $1.57万 | 加仓 |
| ALL | ALLSTATE CORP | $25.03万 | 0.06% | 1,052 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $24.16万 | 0.06% | 560 | 560 | — | $24.16万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $23.98万 | 0.06% | 2,642 | -4 | -0.2% | -$363 | 减仓 |
| SO | SOUTHERN CO | $23.52万 | 0.06% | 2,457 | 251 | 11.4% | $2.40万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $23.32万 | 0.06% | 939 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $22.71万 | 0.06% | 4,870 | -282 | -5.5% | -$1.32万 | 重新持有 |
| PM | PHILIP MORRIS INTL INC | $22.54万 | 0.06% | 1,246 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $22.39万 | 0.06% | 5,289 | 1,215 | 29.8% | $5.14万 | 加仓 |
| IEFA | ISHARES TR | $22.11万 | 0.05% | 2,289 | 2,289 | — | $22.11万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $17.86万 | 0.04% | 10,076 | 0 | 0.0% | — | 不变 |
| BILS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,222 | -100.0% | -$41.98万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -810 | -100.0% | -$28.50万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -2,748 | -100.0% | -$21.55万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -1,424 | -100.0% | -$20.29万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,188 | -100.0% | -$20.05万 | 清仓 |