Sherman Wealth Management LLC
CIK 2096110 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $132.8M
- 持仓
- 84
- 截至
- 2026年6月30日
按 13F 价值排名第 7765（共 9443） · 前 82.2%
投资组合价值同比（季度）：+14.1% 13F不披露现金
- 前十大持仓权重
- 52.08%
- 前二十五大持仓权重
- 75.31%
- 持仓高于 1%
- 27
- 有效持仓数量
- 24.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 2.37% 估计买入 $20261790 · 卖出 $2953469
- 新仓位
- 7
- 增加
- 48
- 减少
- 18
- 已结清
- 3
本页内容
行业细分
Technology
4.9%
Communication Services
1.1%
Retail
0.6%
Industrials
0.6%
Energy
0.3%
其他/未映射
92.5%
完整投资组合 84 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| MGK | $14043027 | 10.57% | 159743 | $2188829 | 上涨 ×1 | ||
| VIG | $13188330 | 9.93% | 55736 | $1527992 | 上涨 ×2 | ||
| SPDW | $8459339 | 6.37% | 167877 | $1225502 | 上涨 ×2 | ||
| VYM | $8285188 | 6.24% | 52428 | $586234 | 上涨 ×1 | ||
| JPST | $6307346 | 4.75% | 124725 | $367914 | 上涨 ×2 | ||
| JBND JPMorgan Active Bond ETF | $4641966 | 3.49% | 86766 | $406822 | 上涨 ×2 | ||
| QUAL | $4547814 | 3.42% | 20726 | $582439 | 上涨 ×1 | ||
| VEA | $3632010 | 2.73% | 50976 | $454833 | 上涨 ×2 | ||
| VOOG | $3119603 | 2.35% | 37758 | $593530 | 上涨 ×2 | ||
| BIL | $2952568 | 2.22% | 32219 | $226983 | 上涨 ×1 | ||
| USMV | $2760445 | 2.08% | 28618 | $-119284 | 下跌 ×1 | ||
| TQQQ ProShares UltraPro QQQ | $2573739 | 1.94% | 31775 | $1252167 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $2500320 | 1.88% | 8641 | $198236 | 下跌 ×2 | ||
| SPLV | $2421418 | 1.82% | 32329 | $75157 | 上涨 ×1 | ||
| BOXX | $2409595 | 1.81% | 20579 | $-682789 | 下跌 ×1 | ||
| SPEM | $2172864 | 1.64% | 41963 | $298257 | 上涨 ×2 | ||
| IEMG | $2064823 | 1.55% | 24925 | $389285 | 上涨 ×2 | ||
| SPHQ | $1889859 | 1.42% | 20975 | $426084 | 上涨 ×2 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $1874649 | 1.41% | 19605 | $-11084 | 下跌 ×1 | ||
| IJR | $1873819 | 1.41% | 12634 | $322629 | 上涨 ×1 | ||
| SYLD | $1728908 | 1.30% | 21861 | $124814 | 上涨 ×1 | ||
| VTI | $1725184 | 1.30% | 4662 | $233084 | 上涨 ×2 | ||
| BINC | $1709440 | 1.29% | 32660 | $-54786 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1648311 | 1.24% | 8238 | $108897 | 下跌 ×1 | ||
| VBR | $1511638 | 1.14% | 6221 | $202193 | 上涨 ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1415678 | 1.07% | 2437 | $919919 | |||
| JPIN | $1401873 | 1.06% | 19387 | $133372 | 上涨 ×1 | ||
| SPYG | $1316121 | 0.99% | 11061 | $232481 | 下跌 ×1 | ||
| VUG | $1310949 | 0.99% | 15219 | $193001 | 上涨 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1242965 | 0.94% | 1688 | $268746 | |||
| MTUM | $1221836 | 0.92% | 3564 | $366732 | 上涨 ×1 | ||
| EFG | $1152284 | 0.87% | 9261 | $127760 | 上涨 ×1 | ||
| AAUS Alpha Architect US Equity ETF | $1048179 | 0.79% | 17545 | $129139 | |||
| SPYV | $1002281 | 0.75% | 16488 | $73503 | 上涨 ×2 | ||
| VWO | $962588 | 0.72% | 16126 | $108623 | 上涨 ×2 | ||
| AAEQ Alpha Architect US Equity 2 ETF | $946699 | 0.71% | 17799 | $118713 | |||
| IJS | $931994 | 0.70% | 6819 | $112599 | 下跌 ×1 | ||
| VOOV | $876835 | 0.66% | 4000 | $64761 | 上涨 ×1 | ||
| 未知发行人 (CUSIP: 02072Q176) | $781176 | 0.59% | 15273 | 上涨 ×1 | |||
| SPY SPY | $750377 | 0.56% | 1005 | $98540 | 上涨 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $744170 | 0.56% | 2106 | $140636 | 上涨 ×2 | ||
| VOE | $722743 | 0.54% | 3658 | $48698 | |||
| XLF XLF | $684610 | 0.52% | 12770 | $56337 | 上涨 ×2 | ||
| ISPY | $624748 | 0.47% | 12964 | $31387 | 下跌 ×2 | ||
| IWS | $600669 | 0.45% | 3649 | $60924 | 下跌 ×2 | ||
| SCHD | $582175 | 0.44% | 18359 | $663 | 下跌 ×1 | ||
| FDN | $556441 | 0.42% | 2102 | $26129 | 下跌 ×2 | ||
| AVUV | $542814 | 0.41% | 4351 | $230682 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $448558 | 0.34% | 1203 | $-63591 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $445696 | 0.34% | 1870 | $56231 | |||
| GE GE Aerospace Common Stock | $425878 | 0.32% | 1140 | $103051 | 上涨 ×2 | ||
| TMFC | $419747 | 0.32% | 5511 | $56161 | |||
| ROKU Roku, Inc. - Class A Common Stock | $414420 | 0.31% | 3000 | $130560 | |||
| SPTM | $407038 | 0.31% | 4483 | $52701 | 上涨 ×1 | ||
| VCR | $404527 | 0.30% | 1020 | $-191652 | 下跌 ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $385275 | 0.29% | 1092 | $-3695 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $375858 | 0.28% | 2749 | $-87424 | 上涨 ×2 | ||
| IWB | $373274 | 0.28% | 912 | $48927 | 上涨 ×1 | ||
| SPSM | $370617 | 0.28% | 6427 | $61245 | 上涨 ×2 | ||
| DIA | $354457 | 0.27% | 679 | $41120 | 上涨 ×2 | ||
| IGV | $349544 | 0.26% | 3858 | $40522 | 下跌 ×2 | ||
| GEV GE Vernova Inc. Common Stock | $335367 | 0.25% | 285 | $86320 | |||
| BRKB | $330257 | 0.25% | 660 | $13985 | |||
| VTV | $318051 | 0.24% | 1459 | $32144 | 上涨 ×2 | ||
| ILCG | $309241 | 0.23% | 2643 | $56934 | |||
| LGLV | $305419 | 0.23% | 1683 | $8311 | 上涨 ×2 | ||
| AOM | $303914 | 0.23% | 6092 | $48944 | 上涨 ×1 | ||
| SLYV | $296748 | 0.22% | 2720 | $38864 | 下跌 ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $291037 | 0.22% | 128 | 上涨 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $283530 | 0.21% | 503 | $2045 | 上涨 ×2 | ||
| NOBL | $273290 | 0.21% | 4866 | $3583 | 上涨 ×1 | ||
| RSSB | $267264 | 0.20% | 8689 | $41457 | 上涨 ×1 | ||
| WDC Western Digital Corporation - Common Stock | $264610 | 0.20% | 414 | 上涨 ×1 | |||
| ACWV | $256640 | 0.19% | 2135 | $3794 | 上涨 ×1 | ||
| SCHB | $256125 | 0.19% | 8844 | $34721 | 上涨 ×2 | ||
| IWM | $252766 | 0.19% | 841 | 上涨 ×1 | |||
| VOO | $249200 | 0.19% | 363 | 上涨 ×1 | |||
| DFUV | $240623 | 0.18% | 4374 | $29362 | 上涨 ×2 | ||
| IGPT | $239006 | 0.18% | 2296 | 上涨 ×1 | |||
| GLIX | $232686 | 0.18% | 8400 | $22591 | 上涨 ×1 | ||
| IVV | $231279 | 0.17% | 309 | $30084 | 上涨 ×2 | ||
| VGK | $227059 | 0.17% | 2564 | $18526 | 上涨 ×2 | ||
| BND Vanguard Total Bond Market ETF | $218595 | 0.16% | 2978 | $-9994 | 下跌 ×2 | ||
| AIQ Global X Artificial Intelligence & Technology ETF | $215059 | 0.16% | 3278 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。