Sherman Asset Management, Inc.
VENTURA CA · SEC CIK 0001736535
$1.29亿2026Q2 申报市值
136持仓数
66.1%前十大占比 · 第一大 18.5%
3 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VTI 加仓+$427.40万
BIL 新建仓+$250.36万
ORCL 加仓+$214.84万
SPSM 加仓+$138.59万
QCOM 新建仓+$72.07万
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$114.25万
META 减仓-$91.37万
IVV 减仓-$72.87万
SCHP 减仓-$66.30万
MSFT 减仓-$60.03万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. COM | $0 | 0.00% | 0 | -1,350 | -100.0% | -$12.98万 | 清仓 |
| DMC | FRESH DEL MONTE PRODUCE INC ORD | $0 | 0.00% | 0 | -1,636 | -100.0% | -$6.59万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $0 | 0.00% | 0 | -156 | -100.0% | -$4.74万 | 清仓 |
| TGT | TARGET CORP COM | $0 | 0.00% | 0 | -307 | -100.0% | -$3.72万 | 清仓 |
| DIS | DISNEY WALT CO COM | $0 | 0.00% | 0 | -308 | -100.0% | -$2.97万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $0 | 0.00% | 0 | -53 | -100.0% | -$2.61万 | 清仓 |
| T | AT&T INC COM | $0 | 0.00% | 0 | -811 | -100.0% | -$2.35万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $0 | 0.00% | 0 | -438 | -100.0% | -$2.20万 | 清仓 |
| DPZ | DOMINOS PIZZA INC COM | $0 | 0.00% | 0 | -60 | -100.0% | -$2.15万 | 清仓 |
| CVS | CVS HEALTH CORP COM | $0 | 0.00% | 0 | -274 | -100.0% | -$1.97万 | 清仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $0 | 0.00% | 0 | -106 | -100.0% | -$1.64万 | 清仓 |
| MMM | 3M CO COM | $0 | 0.00% | 0 | -111 | -100.0% | -$1.61万 | 清仓 |
| PYPL | PAYPAL HLDGS INC COM | $0 | 0.00% | 0 | -307 | -100.0% | -$1.39万 | 清仓 |
| TSN | TYSON FOODS INC CL A | $0 | 0.00% | 0 | -175 | -100.0% | -$1.12万 | 清仓 |
| CRM | SALESFORCE INC COM | $0 | 0.00% | 0 | -52 | -100.0% | -$9,707 | 清仓 |
| CMCSA | COMCAST CORP NEW CL A | $0 | 0.00% | 0 | -258 | -100.0% | -$7,407 | 清仓 |
| ADBE | ADOBE INC COM | $0 | 0.00% | 0 | -27 | -100.0% | -$6,563 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $0 | 0.00% | 0 | -13 | -100.0% | -$6,304 | 清仓 |
| SYY | SYSCO CORP COM | $0 | 0.00% | 0 | -80 | -100.0% | -$5,706 | 清仓 |
| HRL | HORMEL FOODS CORP COM | $0 | 0.00% | 0 | -243 | -100.0% | -$5,504 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $0 | 0.00% | 0 | -10 | -100.0% | -$370 | 清仓 |
| CVX | CHEVRON CORPORATION COM | $1,264 | 0.00% | 7 | -1 | -12.5% | -$181 | 减仓 |
| TRUP | TRUPANION INC COM | $1,585 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $2,256 | 0.00% | 130 | 130 | — | $2,256 | 新建仓 |
| SE | SEA LTD SPONSORD ADS | $2,492 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $3,083 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $3,372 | 0.00% | 33 | -538 | -94.2% | -$5.50万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $4,052 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $4,164 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $4,515 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $4,902 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC COM | $4,910 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC CL A | $5,905 | 0.00% | 32 | 12 | 60.0% | $2,214 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $6,033 | 0.00% | 19 | 4 | 26.7% | $1,270 | 加仓 |
| OKTA | OKTA INC CL A | $6,822 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $8,449 | 0.01% | 100 | -155 | -60.8% | -$1.31万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $9,100 | 0.01% | 78 | 19 | 32.2% | $2,217 | 加仓 |
| AVGO | BROADCOM INC COM | $9,444 | 0.01% | 25 | -4 | -13.8% | -$1,511 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $1.07万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $1.10万 | 0.01% | 16 | -157 | -90.8% | -$10.78万 | 减仓 |
| CYTK | CYTOKINETICS INC COM NEW | $1.21万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $1.21万 | 0.01% | 55 | 8 | 17.0% | $1,764 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $1.26万 | 0.01% | 114 | -126 | -52.5% | -$1.39万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $1.32万 | 0.01% | 47 | 14 | 42.4% | $3,937 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $1.34万 | 0.01% | 75 | 25 | 50.0% | $4,456 | 加仓 |
| GIS | GENERAL MILLS INC COM | $1.40万 | 0.01% | 403 | -202 | -33.4% | -$7,029 | 减仓 |
| CPB | THE CAMPBELLS COMPANY COM | $1.41万 | 0.01% | 634 | -240 | -27.5% | -$5,345 | 减仓 |
| CLX | CLOROX CO DEL COM | $1.44万 | 0.01% | 151 | -101 | -40.1% | -$9,639 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $1.45万 | 0.01% | 25 | -17 | -40.5% | -$9,876 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $1.59万 | 0.01% | 8 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $1.61万 | 0.01% | 106 | 8 | 8.2% | $1,212 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $1.73万 | 0.01% | 15 | -12 | -44.4% | -$1.39万 | 减仓 |
| XSW | STATE STREET SPDR S&P SOFTWARE & SERVICES ETF | $2.03万 | 0.02% | 118 | 0 | 0.0% | — | 不变 |
| — | ISHARES ESG AWARE MSCI USA GROWTH ETF | $2.06万 | 0.02% | 352 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $2.09万 | 0.02% | 190 | -178 | -48.4% | -$1.95万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $2.64万 | 0.02% | 346 | -118 | -25.4% | -$9,015 | 减仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $2.69万 | 0.02% | 530 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES ESG SELECT SCREENED S&P MID-CAP ETF | $3.55万 | 0.03% | 680 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $3.91万 | 0.03% | 426 | -259 | -37.8% | -$2.37万 | 减仓 |
| CSCO | CISCO SYS INC COM | $4.02万 | 0.03% | 342 | -1,063 | -75.7% | -$12.49万 | 减仓 |
| KOMP | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | $4.40万 | 0.03% | 615 | -2,785 | -81.9% | -$19.91万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $4.48万 | 0.03% | 60 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $4.70万 | 0.04% | 294 | -195 | -39.9% | -$3.12万 | 减仓 |
| VBK | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | $4.75万 | 0.04% | 130 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $4.85万 | 0.04% | 358 | -320 | -47.2% | -$4.33万 | 减仓 |
| CIFR | CIPHER DIGITAL INC COM | $4.92万 | 0.04% | 2,008 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF | $4.93万 | 0.04% | 585 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED ORDINARY SHARES | $5.71万 | 0.04% | 1,248 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $6.30万 | 0.05% | 357 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF | $6.75万 | 0.05% | 4,393 | -48 | -1.1% | -$738 | 减仓 |
| KR | KROGER CO COM | $7.15万 | 0.06% | 1,286 | -287 | -18.2% | -$1.59万 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $7.18万 | 0.06% | 439 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $8.42万 | 0.07% | 3,497 | -1,336 | -27.6% | -$3.22万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $8.75万 | 0.07% | 1,212 | -1,020 | -45.7% | -$7.36万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $9.10万 | 0.07% | 626 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $9.21万 | 0.07% | 663 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $9.69万 | 0.08% | 661 | -647 | -49.5% | -$9.49万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $9.91万 | 0.08% | 4,630 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC COM | $9.96万 | 0.08% | 528 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $10.22万 | 0.08% | 1,505 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE COM | $10.76万 | 0.08% | 338 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $10.81万 | 0.08% | 260 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF | $10.94万 | 0.08% | 9,627 | -3,571 | -27.1% | -$4.06万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $11.01万 | 0.09% | 323 | -1,128 | -77.7% | -$38.47万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $11.07万 | 0.09% | 1,220 | -198 | -14.0% | -$1.80万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $11.20万 | 0.09% | 1,214 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $11.25万 | 0.09% | 117 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $12.20万 | 0.09% | 2,117 | -732 | -25.7% | -$4.22万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $13.01万 | 0.10% | 260 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. COM | $13.38万 | 0.10% | 988 | -341 | -25.7% | -$4.62万 | 减仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $13.54万 | 0.11% | 3,075 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $13.78万 | 0.11% | 3,040 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $14.29万 | 0.11% | 1,729 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $14.34万 | 0.11% | 1,116 | -592 | -34.7% | -$7.61万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $14.51万 | 0.11% | 2,546 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM | $14.91万 | 0.12% | 143 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $15.39万 | 0.12% | 1,288 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $15.41万 | 0.12% | 691 | -192 | -21.7% | -$4.28万 | 减仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $17.91万 | 0.14% | 1,973 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES I | $18.56万 | 0.14% | 252 | -6 | -2.3% | -$4,418 | 减仓 |