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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $4,428.85万 | 11.01% | 119,686 | -1,040 | -0.9% | -$38.48万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,799.43万 | 6.96% | 670,845 | 23,740 | 3.7% | $99.07万 | 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 | $2,551.68万 | 6.34% | 365,048 | 824 | 0.2% | $5.76万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $2,534.75万 | 6.30% | 499,163 | 4,116 | 0.8% | $20.90万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,030.44万 | 5.05% | 284,974 | 30 | 0.0% | $2,138 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,945.74万 | 4.84% | 483,895 | -4,231 | -0.9% | -$17.01万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,868.71万 | 4.65% | 391,353 | 14,656 | 3.9% | $69.98万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,514.00万 | 3.76% | 382,903 | 2,823 | 0.7% | $11.16万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,513.99万 | 3.76% | 275,221 | -9,819 | -3.4% | -$54.01万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,501.64万 | 3.73% | 182,371 | -3,048 | -1.6% | -$25.10万 | 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 | $1,112.65万 | 2.77% | 250,822 | -310 | -0.1% | -$1.38万 | 减仓 |
| HUBB | HUBBELL INC | $946.47万 | 2.35% | 18,090 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $772.55万 | 1.92% | 31,793 | -1,641 | -4.9% | -$39.88万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $628.96万 | 1.56% | 116,430 | 227 | 0.2% | $1.23万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $601.38万 | 1.49% | 112,208 | 1,181 | 1.1% | $6.33万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $548.98万 | 1.36% | 64,216 | -2,350 | -3.5% | -$20.09万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $475.09万 | 1.18% | 118,388 | 1,186 | 1.0% | $4.76万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $399.46万 | 0.99% | 48,750 | -141 | -0.3% | -$1.16万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $353.90万 | 0.88% | 101,028 | 755 | 0.8% | $2.64万 | 加仓 |
| AAPL | APPLE INC | $335.06万 | 0.83% | 11,579 | 30 | 0.3% | $8,681 | 加仓 |
| MCD | MCDONALDS CORP | $329.43万 | 0.82% | 12,187 | -1 | -0.0% | -$270 | 减仓 |
| EFV | ISHARES TR | $315.84万 | 0.79% | 41,259 | 342 | 0.8% | $2.62万 | 加仓 |
| IUSV | ISHARES TR | $289.23万 | 0.72% | 26,258 | 96 | 0.4% | $1.06万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $284.86万 | 0.71% | 98,331 | -836 | -0.8% | -$2.42万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $273.16万 | 0.68% | 28,327 | -3,886 | -12.1% | -$37.47万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $236.59万 | 0.59% | 7,228 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $218.39万 | 0.54% | 2,916 | 969 | 49.8% | $72.57万 | 加仓 |
| CAT | CATERPILLAR INC | $214.58万 | 0.53% | 2,015 | 72 | 3.7% | $7.67万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $199.84万 | 0.50% | 24,139 | -730 | -2.9% | -$6.04万 | 减仓 |
| — | EXXON MOBIL CORP | $190.48万 | 0.47% | 13,932 | 2,204 | 18.8% | $30.13万 | 加仓 |
| MSFT | MICROSOFT CORP | $174.92万 | 0.43% | 4,689 | 60 | 1.3% | $2.24万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $173.66万 | 0.43% | 5,134 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $163.21万 | 0.41% | 11,130 | 4,520 | 68.4% | $66.28万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $163.15万 | 0.41% | 32,378 | 460 | 1.4% | $2.32万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $157.66万 | 0.39% | 6,208 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $140.19万 | 0.35% | 16,275 | 9 | 0.1% | $775 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $133.72万 | 0.33% | 27,665 | -282 | -1.0% | -$1.36万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $120.02万 | 0.30% | 5,998 | -1,219 | -16.9% | -$24.39万 | 减仓 |
| PEP | PEPSICO INC | $115.42万 | 0.29% | 8,524 | -176 | -2.0% | -$2.38万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $114.46万 | 0.28% | 27,747 | 3,681 | 15.3% | $15.18万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $114.00万 | 0.28% | 3,311 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $112.82万 | 0.28% | 7,139 | 1,172 | 19.6% | $18.52万 | 加仓 |
| DE | DEERE & CO | $107.52万 | 0.27% | 1,695 | 34 | 2.0% | $2.16万 | 加仓 |
| GOOGL | ALPHABET INC | $100.53万 | 0.25% | 2,813 | -251 | -8.2% | -$8.97万 | 减仓 |
| GRC | GORMAN RUPP CO | $86.56万 | 0.22% | 9,435 | 0 | 0.0% | — | 不变 |
| DGCB | DIMENSIONAL ETF TRUST | $83.16万 | 0.21% | 15,212 | 0 | 0.0% | — | 不变 |
| DFGP | DIMENSIONAL ETF TRUST | $83.09万 | 0.21% | 15,257 | 0 | 0.0% | — | 不变 |
| SCYB | SCHWAB STRATEGIC TR | $82.43万 | 0.20% | 31,485 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $82.08万 | 0.20% | 33,435 | -369 | -1.1% | -$9,059 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $81.31万 | 0.20% | 1,625 | 200 | 14.0% | $10.01万 | 加仓 |
| CMI | CUMMINS INC | $79.17万 | 0.20% | 1,110 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $78.89万 | 0.20% | 5,650 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $76.37万 | 0.19% | 3,035 | 2 | 0.1% | $503 | 加仓 |
| CSCO | CISCO SYS INC | $75.62万 | 0.19% | 6,438 | -240 | -3.6% | -$2.82万 | 减仓 |
| DVY | ISHARES TR | $67.90万 | 0.17% | 4,344 | 2,383 | 121.5% | $37.25万 | 加仓 |
| CVX | CHEVRON CORPORATION | $60.80万 | 0.15% | 3,668 | 1,532 | 71.7% | $25.39万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $59.67万 | 0.15% | 4,361 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $58.68万 | 0.15% | 4,438 | 9 | 0.2% | $1,190 | 加仓 |
| LLY | ELI LILLY & CO | $58.30万 | 0.14% | 486 | -102 | -17.3% | -$12.24万 | 减仓 |
| QCOM | QUALCOMM INC | $57.36万 | 0.14% | 3,104 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $57.06万 | 0.14% | 1,615 | -261 | -13.9% | -$9.22万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $55.25万 | 0.14% | 2,081 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $54.17万 | 0.13% | 4,532 | -860 | -15.9% | -$10.28万 | 减仓 |
| YUM | YUM BRANDS INC | $54.14万 | 0.13% | 3,387 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $53.95万 | 0.13% | 19,534 | 141 | 0.7% | $3,894 | 加仓 |
| SPSM | SPDR SERIES TRUST | $53.18万 | 0.13% | 9,221 | 1,246 | 15.6% | $7.19万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $51.19万 | 0.13% | 2,349 | 55 | 2.4% | $1.20万 | 加仓 |
| AMZN | AMAZON COM INC | $50.03万 | 0.12% | 2,099 | 199 | 10.5% | $4.74万 | 加仓 |
| CVS | CVS HEALTH CORP | $48.31万 | 0.12% | 4,670 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $47.84万 | 0.12% | 2,830 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $46.95万 | 0.12% | 2,817 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $46.89万 | 0.12% | 1,022 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $46.44万 | 0.12% | 1,717 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $46.17万 | 0.11% | 1,355 | 1,355 | — | $46.17万 | 新建仓 |
| HD | HOME DEPOT INC | $46.02万 | 0.11% | 1,305 | 2 | 0.2% | $705 | 加仓 |
| KO | COCA COLA CO | $45.86万 | 0.11% | 5,643 | 275 | 5.1% | $2.23万 | 加仓 |
| AVGO | BROADCOM INC | $43.78万 | 0.11% | 1,159 | 2 | 0.2% | $755 | 加仓 |
| GE | GE AEROSPACE | $43.20万 | 0.11% | 1,156 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $40.93万 | 0.10% | 7,904 | -1 | -0.0% | -$52 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $40.70万 | 0.10% | 5,429 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $40.27万 | 0.10% | 5,223 | 5,223 | — | $40.27万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $39.43万 | 0.10% | 4,301 | 4,301 | — | $39.43万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $38.52万 | 0.10% | 6,686 | -122 | -1.8% | -$7,030 | 减仓 |
| MO | ALTRIA GROUP INC | $38.42万 | 0.10% | 5,340 | 0 | 0.0% | — | 不变 |
| ITIC | INVESTORS TITLE CO NC | $35.47万 | 0.09% | 1,296 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $35.11万 | 0.09% | 2,568 | 1 | 0.0% | $137 | 加仓 |
| AMAT | APPLIED MATLS INC | $34.78万 | 0.09% | 481 | 481 | — | $34.78万 | 新建仓 |
| GEV | GE VERNOVA INC | $33.95万 | 0.08% | 289 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $33.92万 | 0.08% | 14,087 | 14,087 | — | $33.92万 | 新建仓 |
| R | RYDER SYS INC | $32.42万 | 0.08% | 1,229 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $32.40万 | 0.08% | 494 | -80 | -13.9% | -$5.25万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $32.21万 | 0.08% | 6,369 | 46 | 0.7% | $2,327 | 加仓 |
| IJR | ISHARES TR | $31.75万 | 0.08% | 2,140 | 1 | 0.0% | $148 | 加仓 |
| COP | CONOCOPHILLIPS | $31.29万 | 0.08% | 3,010 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $30.38万 | 0.08% | 2,364 | -62 | -2.6% | -$7,967 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $30.30万 | 0.08% | 1,127 | -1 | -0.1% | -$269 | 减仓 |
| IQLT | ISHARES TR | $29.21万 | 0.07% | 5,896 | 4 | 0.1% | $198 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $29.00万 | 0.07% | 1,879 | 9 | 0.5% | $1,389 | 加仓 |