Sterling Wealth Management, Inc. 13F 持仓 · 2026年Q2
Sterling Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 116 只证券，申报市值合计 4.02 亿美元。前几大持仓：VTI（11.01%）、DUHP（6.96%）、DFCF（6.54%）。本季前 25 大持仓中：增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $44.3M | 11.01% | 119,686 | 减持 |
| 2 | DUHP | DIMENSIONAL ETF TRUST | $28.0M | 6.96% | 670,845 | 增持 |
| 3 | DFCF | DIMENSIONAL ETF TRUST | $26.3M | 6.54% | 623,012 | 增持 |
| 4 | DFAT | DIMENSIONAL ETF TRUST | $25.5M | 6.34% | 365,048 | 增持 |
| 5 | DUSB | DIMENSIONAL ETF TRUST | $25.3M | 6.30% | 499,163 | 增持 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $20.3M | 5.05% | 284,974 | 增持 |
| 7 | DFAE | DIMENSIONAL ETF TRUST | $19.5M | 4.84% | 483,895 | 减持 |
| 8 | DFSD | DIMENSIONAL ETF TRUST | $18.7M | 4.65% | 391,353 | 增持 |
| 9 | DFLV | DIMENSIONAL ETF TRUST | $15.1M | 3.76% | 382,903 | 增持 |
| 10 | DFUV | DIMENSIONAL ETF TRUST | $15.1M | 3.76% | 275,221 | 减持 |
| 11 | DFAS | DIMENSIONAL ETF TRUST | $15.0M | 3.73% | 182,371 | 减持 |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $11.5M | 2.85% | 191,948 | 减持 |
| 13 | DFAC | DIMENSIONAL ETF TRUST | $11.1M | 2.77% | 250,822 | 减持 |
| 14 | HUBB | HUBBELL INC | $9.5M | 2.35% | 18,090 | 持平 |
| 15 | VBR | VANGUARD INDEX FDS | $7.7M | 1.92% | 31,793 | 减持 |
| 16 | DFIV | DIMENSIONAL ETF TRUST | $6.3M | 1.56% | 116,430 | 增持 |
| 17 | DFGX | DIMENSIONAL ETF TRUST | $6.0M | 1.49% | 112,208 | 增持 |
| 18 | VXUS | VANGUARD STAR FDS | $5.5M | 1.36% | 64,216 | 减持 |
| 19 | DISV | DIMENSIONAL ETF TRUST | $4.8M | 1.18% | 118,388 | 增持 |
| 20 | DFUS | DIMENSIONAL ETF TRUST | $4.0M | 0.99% | 48,750 | 减持 |
| 21 | DFIS | DIMENSIONAL ETF TRUST | $3.5M | 0.88% | 101,028 | 增持 |
| 22 | AAPL | APPLE INC | $3.4M | 0.83% | 11,579 | 增持 |
| 23 | MCD | MCDONALDS CORP | $3.3M | 0.82% | 12,187 | 减持 |
| 24 | EFV | ISHARES TR | $3.2M | 0.79% | 41,259 | 增持 |
| 25 | IUSV | ISHARES TR | $2.9M | 0.72% | 26,258 | 增持 |
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