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Sterling Wealth Advisors Inc · 13F 持仓分析
期权收益计算器 机构排行

Sterling Wealth Advisors Inc

No.7426 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.84亿
环比变动 Q1 2026
+$862.9万+4.9%
持仓股票数
20
新买入
0
加仓
8
减仓
5
清仓
0
持股不变
7
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
DDimensional维度ETF信托DFAU
31.77%30.61%$5,845.2万113.1万股$5,368.0万109.4万股+3.7万股+3.39%加仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
14.08%13.98%$2,589.7万31.6万股$2,451.4万31.7万股-1,079股-0.34%减仓
DDimensional维度ETF信托DFSD
13.14%13.75%$2,416.8万50.6万股$2,410.6万50.0万股+6,114股+1.22%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
8.53%8.87%$1,570.0万38.1万股$1,554.8万37.4万股+6,493股+1.74%加仓
DDimensional维度ETF信托DFCF
6.8%6.61%$1,250.4万29.6万股$1,158.6万27.1万股+2.5万股+9.15%加仓
DDimensional维度ETF信托DFIC
6%6.39%$1,103.3万29.6万股$1,121.3万29.6万股-220股-0.07%减仓
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
5.55%5.45%$1,021.1万25.4万股$956.6万25.4万股-390股-0.15%减仓
IiShares安硕信托IDV
2.86%3.26%$525.5万12.7万股$571.3万12.9万股-2,294股-1.78%减仓
IiShares安硕信托IVV
1.85%1.85%$341.3万4,557股$324.5万4,557股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
1.8%1.81%$330.8万1.4万股$317.8万1.4万股00.00%持仓不变
DDimensional维度ETF信托DFAC
1.69%1.51%$310.9万7.0万股$264.7万6.3万股+7,246股+11.53%加仓
IiShares安硕信托DGRO
1.27%1.29%$234.2万3.1万股$226.0万3.1万股00.00%持仓不变
DDimensional维度ETF信托DFGR
1.26%1.31%$232.0万8.0万股$229.2万7.9万股+970股+1.23%加仓
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
1.25%1.15%$230.6万6.3万股$201.2万5.5万股+7,808股+14.25%加仓
DDimensional维度ETF信托DFEM
0.6%0.6%$110.0万2.7万股$105.6万2.8万股-483股-1.75%减仓
V先锋领航指数基金VB
0.52%0.51%$95.5万3,151股$90.2万3,151股00.00%持仓不变
DDimensional维度ETF信托DFNM
0.51%0.53%$94.3万2.0万股$92.5万1.9万股+405股+2.12%加仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
0.2%0.2%$37.5万1.1万股$34.6万1.1万股00.00%持仓不变
DDimensional维度·USDFUV
0.16%0.16%$30.3万5,505股$28.1万5,505股00.00%持仓不变
V先锋领航白厅基金VYM
0.16%0.17%$29.9万1,892股$29.3万1,892股00.00%持仓不变

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