Sterling Group Wealth Management, LLC 13F 持仓 · 2026年Q2
Sterling Group Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 62 只证券，申报市值合计 2.44 亿美元。前几大持仓：SPYM（39.42%）、DYNF（8.52%）、SPHQ（7.14%）。本季前 25 大持仓中：新建仓 1 只、增持 8 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $96.1M | 39.42% | 1.1M | 增持 |
| 2 | DYNF | BLACKROCK ETF TRUST | $20.8M | 8.52% | 305,402 | 增持 |
| 3 | SPHQ | INVESCO EXCHANGE TRADED FD T | $17.4M | 7.14% | 193,281 | 减持 |
| 4 | TBIL | RBB FD INC | $14.6M | 5.99% | 292,952 | 增持 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $12.8M | 5.27% | 180,332 | 减持 |
| 6 | EFA | ISHARES TR | $12.7M | 5.20% | 122,087 | 减持 |
| 7 | BAI | BLACKROCK ETF TRUST | $8.6M | 3.53% | 162,989 | 新建仓 |
| 8 | CWI | SPDR INDEX SHS FDS | $5.8M | 2.36% | 141,423 | 减持 |
| 9 | IVW | ISHARES TR | $5.7M | 2.32% | 41,186 | 减持 |
| 10 | SPYV | SPDR SERIES TRUST | $5.4M | 2.20% | 88,092 | 减持 |
| 11 | AAPL | APPLE INC | $4.9M | 2.01% | 16,960 | 增持 |
| 12 | VOO | VANGUARD INDEX FDS | $4.9M | 2.01% | 7,124 | 增持 |
| 13 | VTV | VANGUARD INDEX FDS | $3.2M | 1.31% | 14,651 | 增持 |
| 14 | XBIL | RBB FD INC | $2.1M | 0.88% | 42,952 | 减持 |
| 15 | MSFT | MICROSOFT CORP | $2.1M | 0.85% | 5,530 | 减持 |
| 16 | AMZN | AMAZON COM INC | $1.8M | 0.74% | 7,569 | 减持 |
| 17 | IXN | ISHARES TR | $1.6M | 0.67% | 11,258 | 持平 |
| 18 | LPLA | LPL FINL HLDGS INC | $1.6M | 0.67% | 5,827 | 减持 |
| 19 | GOOG | ALPHABET INC | $1.6M | 0.64% | 4,446 | 减持 |
| 20 | GOOGL | ALPHABET INC | $1.4M | 0.59% | 4,040 | 减持 |
| 21 | JPM | JPMORGAN CHASE & CO | $1.3M | 0.54% | 3,989 | 减持 |
| 22 | MTUM | ISHARES TR | $1.1M | 0.45% | 3,181 | 增持 |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $748,850 | 0.31% | 1 | 持平 |
| 24 | JNJ | JOHNSON & JOHNSON | $738,343 | 0.30% | 2,907 | 增持 |
| 25 | UHS | UNIVERSAL HLTH SVCS INC | $737,056 | 0.30% | 4,957 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR