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Sherman Wealth Management LLC · 13F 持仓分析
期权收益计算器 机构排行

Sherman Wealth Management LLC

No.8542 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.33亿
环比变动 Q1 2026
+$1,642.5万+14.1%
持仓股票数
84
新买入
7
加仓
48
减仓
19
清仓
3
持股不变
10
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
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
10.57%10.18%$1,404.3万16.0万股$1,185.4万3.2万股+12.7万股+395.14%加仓
V先锋领航·SPECIALIZED FUNDSVIG
9.93%10.02%$1,318.8万5.6万股$1,166.0万5.4万股+1,517股+2.80%加仓
SSPDR道富指数基金SPDW
6.37%6.21%$845.9万16.8万股$723.4万15.8万股+9,414股+5.94%加仓
V先锋领航白厅基金VYM
6.24%6.61%$828.5万5.2万股$769.9万5.2万股+443股+0.85%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
4.75%5.1%$630.7万12.5万股$593.9万11.7万股+7,368股+6.28%加仓
J摩根大通交易所交易基金JBND
3.49%3.64%$464.2万8.7万股$423.5万7.9万股+8,002股+10.16%加仓
IiShares安硕·MSCIQUAL
3.42%3.41%$454.8万2.1万股$396.5万2.1万股+53股+0.26%加仓
V先锋领航·FTSEVEA
2.73%2.73%$363.2万5.1万股$317.7万5.0万股+1,395股+2.81%加仓
VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG
2.35%2.17%$312.0万3.8万股$252.6万6,196股+3.2万股+509.39%加仓
SSPDR道富系列信托BIL
2.22%2.34%$295.3万3.2万股$272.6万3.0万股+2,477股+8.33%加仓
IiShares安硕信托USMV
2.08%2.47%$276.0万2.9万股$288.0万3.1万股-2,434股-7.84%减仓
PPROSHARES ULTRAPRO QQQTQQQ
1.94%1.14%$257.4万3.2万股$132.2万3.2万股+67股+0.21%加仓
苹果AAPL
1.88%1.98%$250.0万8,641股$230.2万9,071股-430股-4.74%减仓
I景顺·S&P 500 LOW VOLATILITY ETFSPLV
1.82%2.02%$242.1万3.2万股$234.6万3.2万股+250股+0.78%加仓
EEA SERIES TRUSTBOXX
1.81%2.66%$241.0万2.1万股$309.2万2.7万股-6,013股-22.61%减仓
SSPDR道富指数基金SPEM
1.64%1.61%$217.3万4.2万股$187.5万4.0万股+2,001股+5.01%加仓
IiShares安硕IEMG
1.55%1.44%$206.5万2.5万股$167.6万2.4万股+903股+3.76%加仓
I景顺·S&PSPHQ
1.42%1.26%$189.0万2.1万股$146.4万1.9万股+1,507股+7.74%加仓
WWisdomTree信托DGRW
1.41%1.62%$187.5万2.0万股$188.6万2.1万股-1,863股-8.68%减仓
IiShares安硕·COREIJR
1.41%1.33%$187.4万1.3万股$155.1万1.2万股+156股+1.25%加仓
CCAMBRIA ETF TRTRTY
1.3%1.38%$172.9万2.2万股$160.4万2.1万股+589股+2.77%加仓
G通用动力VTI
1.3%1.28%$172.5万4,662股$149.2万4,651股+11股+0.24%加仓
B贝莱德·ETF TRUST IIBINC
1.29%1.52%$170.9万3.3万股$176.4万3.4万股-1,313股-3.86%减仓
英伟达NVDA
1.24%1.32%$164.8万8,238股$153.9万8,827股-589股-6.67%减仓
V先锋领航·SMALLVBR
1.14%1.12%$151.2万6,221股$130.9万6,027股+194股+3.22%加仓
AMD超威AMD
1.07%0.43%$141.6万2,437股$49.6万2,437股00.00%持仓不变
J摩根大通交易所交易基金JPIN
1.06%1.09%$140.2万1.9万股$126.9万1.8万股+1,581股+8.88%加仓
SSPDR道富系列信托SPYG
0.99%0.93%$131.6万1.1万股$108.4万1.1万股-7股-0.06%减仓
V先锋领航指数基金VUG
0.99%0.96%$131.1万1.5万股$111.8万2,559股+1.3万股+494.72%加仓
I景顺QQQ信托VOO
0.94%$124.3万1,688股$00股+1,688股新买入
IiShares安硕信托MTUM
0.92%0.73%$122.2万3,564股$85.5万3,563股+1股+0.03%加仓
IiShares安硕信托EFG
0.87%0.88%$115.2万9,261股$102.5万9,199股+62股+0.67%加仓
EEA SERIES TRUSTAAUS
0.79%0.79%$104.8万1.8万股$91.9万1.8万股00.00%持仓不变
S道富SPYV
0.75%0.8%$100.2万1.6万股$92.9万1.6万股+73股+0.44%加仓
V先锋领航·FSTEVWO
0.72%0.73%$96.3万1.6万股$85.4万1.6万股+326股+2.06%加仓
EEA SERIES TRUSTAAEQ
0.71%0.71%$94.7万1.8万股$82.8万1.8万股00.00%持仓不变
IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS
0.7%0.7%$93.2万6,819股$81.9万6,918股-99股-1.43%减仓
VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV
0.66%0.7%$87.7万4,000股$81.2万3,985股+15股+0.38%加仓
EEA SERIES TRUSTGEQ
0.59%$78.1万1.5万股$00股+1.5万股新买入
SSPDR标普500 ETFSPY
0.56%0.56%$75.0万1,005股$65.2万1,002股+3股+0.30%加仓
AAlphabet Inc Class CGOOG
0.56%0.52%$74.4万2,106股$60.4万2,104股+2股+0.10%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
0.54%0.58%$72.3万3,658股$67.4万3,658股00.00%持仓不变
SSPDR行业精选信托XLF
0.52%0.54%$68.5万1.3万股$62.8万1.3万股+44股+0.35%加仓
PProShares信托ISPY
0.47%0.51%$62.5万1.3万股$59.3万1.4万股-724股-5.29%减仓
IiShares安硕信托IWS
0.45%0.46%$60.1万3,649股$54.0万3,703股-54股-1.46%减仓
S嘉信策略信托SCHD
0.44%0.5%$58.2万1.8万股$58.2万1.9万股-595股-3.14%减仓
F第一信托·USTFDN
0.42%0.46%$55.6万2,102股$53.0万2,266股-164股-7.24%减仓
AAvantis·U SAVUV
0.41%0.27%$54.3万4,351股$31.2万2,825股+1,526股+54.02%加仓
微软MSFT
0.34%0.44%$44.9万1,203股$51.2万1,384股-181股-13.08%减仓
亚马逊AMZN
0.34%0.33%$44.6万1,870股$38.9万1,870股00.00%持仓不变

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