Sherman Asset Management, Inc.
VENTURA CA · SEC CIK 0001736535
$1.09亿2026Q1 申报市值
154持仓数
64.1%前十大占比 · 第一大 19.7%
13 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VTI 加仓+$84.05万
BND 加仓+$69.79万
XLY 加仓+$51.85万
XLF 加仓+$37.76万
SCHO 加仓+$24.22万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$120.96万
GOOGL 减仓-$119.34万
IWM 清仓-$102.65万
TSLA 减仓-$75.47万
CSCO 减仓-$71.09万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES RUSSELL 2000 ETF | $0 | 0.00% | 0 | -4,170 | -100.0% | -$102.65万 | 清仓 |
| HOOD | ROBINHOOD MARKETS, INC. | $0 | 0.00% | 0 | -6,000 | -100.0% | -$67.86万 | 清仓 |
| — | CYBERARK SOFTWARE LTD SHS | $0 | 0.00% | 0 | -660 | -100.0% | -$29.44万 | 清仓 |
| BIZD | VANECK BDC INCOME ETF | $0 | 0.00% | 0 | -3,508 | -100.0% | -$4.97万 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $370 | 0.00% | 10 | 10 | — | $370 | 新建仓 |
| CVX | CHEVRON CORPORATION COM | $1,563 | 0.00% | 8 | 1 | 14.3% | $195 | 加仓 |
| TRUP | TRUPANION INC COM | $1,639 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD SPONSORD ADS | $2,153 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $2,980 | 0.00% | 40 | 40 | — | $2,980 | 新建仓 |
| DASH | DOORDASH INC CL A | $3,003 | 0.00% | 20 | 20 | — | $3,003 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $3,695 | 0.00% | 51 | 51 | — | $3,695 | 新建仓 |
| OKTA | OKTA INC CL A | $3,936 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC COM | $3,950 | 0.00% | 150 | 150 | — | $3,950 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $4,062 | 0.00% | 44 | 44 | — | $4,062 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $4,128 | 0.00% | 15 | 15 | — | $4,128 | 新建仓 |
| MDLZ | MONDELEZ INTL INC CL A | $4,150 | 0.00% | 72 | -18 | -20.0% | -$1,038 | 重新持有 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $4,963 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP COM | $5,504 | 0.01% | 243 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $5,706 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $6,304 | 0.01% | 13 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $6,563 | 0.01% | 27 | -2,000 | -98.7% | -$48.61万 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $7,407 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $7,999 | 0.01% | 33 | 33 | — | $7,999 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC COM | $8,421 | 0.01% | 2 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $8,544 | 0.01% | 42 | 42 | — | $8,544 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $8,631 | 0.01% | 59 | -3,741 | -98.4% | -$54.73万 | 减仓 |
| AVGO | BROADCOM INC COM | $8,976 | 0.01% | 29 | 29 | — | $8,976 | 新建仓 |
| MU | MICRON TECHNOLOGY INC COM | $9,122 | 0.01% | 27 | 27 | — | $9,122 | 新建仓 |
| CYTK | CYTOKINETICS INC COM NEW | $9,359 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $9,377 | 0.01% | 202 | -564 | -73.6% | -$2.62万 | 减仓 |
| CRM | SALESFORCE INC COM | $9,707 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $1.06万 | 0.01% | 8 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $1.11万 | 0.01% | 47 | 15 | 46.9% | $3,544 | 加仓 |
| TSN | TYSON FOODS INC CL A | $1.12万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $1.39万 | 0.01% | 307 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $1.57万 | 0.01% | 98 | 26 | 36.1% | $4,152 | 加仓 |
| MMM | 3M CO COM | $1.61万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $1.64万 | 0.02% | 106 | 0 | 0.0% | — | 不变 |
| XSW | STATE STREET SPDR S&P SOFTWARE & SERVICES ETF | $1.68万 | 0.02% | 118 | -22 | -15.7% | -$3,130 | 减仓 |
| — | ISHARES ESG AWARE MSCI USA GROWTH ETF | $1.68万 | 0.02% | 352 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $1.79万 | 0.02% | 41 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY COM | $1.95万 | 0.02% | 874 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP COM | $1.97万 | 0.02% | 274 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $2.07万 | 0.02% | 255 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC COM | $2.15万 | 0.02% | 60 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $2.20万 | 0.02% | 438 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $2.25万 | 0.02% | 605 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $2.35万 | 0.02% | 811 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $2.45万 | 0.02% | 240 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC COM | $2.58万 | 0.02% | 2,008 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $2.61万 | 0.02% | 53 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL COM | $2.61万 | 0.02% | 252 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $2.65万 | 0.02% | 530 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FINTECH ETF | $2.67万 | 0.02% | 1,157 | 1,157 | — | $2.67万 | 新建仓 |
| DIS | DISNEY WALT CO COM | $2.97万 | 0.03% | 308 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES ESG SELECT SCREENED S&P MID-CAP ETF | $3.09万 | 0.03% | 680 | -62 | -8.4% | -$2,813 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $3.37万 | 0.03% | 464 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $3.55万 | 0.03% | 368 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $3.72万 | 0.03% | 307 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $3.90万 | 0.04% | 60 | -1,860 | -96.9% | -$120.96万 | 减仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $3.93万 | 0.04% | 130 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED ORDINARY SHARES | $4.28万 | 0.04% | 1,248 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF | $4.58万 | 0.04% | 585 | -40 | -6.4% | -$3,130 | 减仓 |
| WTAI | WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND | $4.73万 | 0.04% | 1,675 | 982 | 141.7% | $2.77万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $4.74万 | 0.04% | 156 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $5.12万 | 0.05% | 571 | -1,577 | -73.4% | -$14.13万 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $5.84万 | 0.05% | 685 | 49 | 7.7% | $4,176 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $6.14万 | 0.06% | 357 | 0 | 0.0% | — | 不变 |
| DMC | FRESH DEL MONTE PRODUCE INC ORD | $6.59万 | 0.06% | 1,636 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF | $6.61万 | 0.06% | 4,441 | 60 | 1.4% | $893 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $7.04万 | 0.06% | 260 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $7.58万 | 0.07% | 439 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $7.60万 | 0.07% | 489 | -236 | -32.6% | -$3.67万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $7.61万 | 0.07% | 4,630 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $8.10万 | 0.07% | 663 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC COM | $8.21万 | 0.08% | 626 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC COM | $8.62万 | 0.08% | 528 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $8.90万 | 0.08% | 1,505 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO COM | $9.16万 | 0.08% | 338 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $10.34万 | 0.10% | 173 | 86 | 98.9% | $5.14万 | 加仓 |
| PEP | PEPSICO INC COM | $10.53万 | 0.10% | 678 | 28 | 4.3% | $4,348 | 加仓 |
| CSCO | CISCO SYS INC COM | $10.90万 | 0.10% | 1,405 | -9,162 | -86.7% | -$71.09万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $11.23万 | 0.10% | 161 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $11.25万 | 0.10% | 117 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO COM | $11.38万 | 0.10% | 1,573 | 66 | 4.4% | $4,775 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $11.41万 | 0.10% | 1,214 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $12.41万 | 0.11% | 2,546 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $12.46万 | 0.11% | 260 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $12.56万 | 0.12% | 3,075 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $12.98万 | 0.12% | 1,350 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $13.57万 | 0.12% | 4,833 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $13.76万 | 0.13% | 1,729 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $13.95万 | 0.13% | 3,040 | 746 | 32.5% | $3.42万 | 加仓 |
| EQIX | EQUINIX INC COM | $14.02万 | 0.13% | 143 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $14.56万 | 0.13% | 1,418 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES I | $14.87万 | 0.14% | 258 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF | $15.36万 | 0.14% | 13,198 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $15.51万 | 0.14% | 1,054 | 55 | 5.5% | $8,091 | 加仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $15.55万 | 0.14% | 3,307 | 851 | 34.6% | $4.00万 | 加仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $15.60万 | 0.14% | 1,973 | 0 | 0.0% | — | 不变 |