Nalls Sherbakoff Group, LLC
KNOXVILLE TN · SEC CIK 0001767500
$1.36亿2026Q1 申报市值
414持仓数
44.8%前十大占比 · 第一大 14.6%
10 / 38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
PNC 加仓+$229.43万
DUSB 新建仓+$26.97万
CEF 加仓+$21.07万
QQQ 加仓+$19.91万
KTOS 加仓+$17.05万
2026Q1 卖出最多 按季末市值估算
GEV 减仓-$78.74万
SCHB 减仓-$49.30万
SCHF 减仓-$28.39万
VST 清仓-$28.19万
VNQ 减仓-$27.84万
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 |
|---|---|---|---|---|---|---|---|---|
| OTIS | OTIS WORLDWIDE CORP COM | $3,854 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO COM | $3,877 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC COM | $3,991 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC SPON ADS | $4,040 | 0.00% | 404 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW | $4,045 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI BIC ETF | $4,067 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $4,120 | 0.00% | 78 | -5 | -6.0% | -$264 | 减仓 |
| HPQ | HP INC COM | $4,157 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| MUC | BLACKROCK MUNIHLDNGS CALI COM | $4,264 | 0.00% | 410 | 410 | — | $4,264 | 新建仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $4,313 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE ACT | $4,549 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $4,798 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $4,816 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $4,823 | 0.00% | 168 | -110 | -39.6% | -$3,158 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $4,938 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $5,161 | 0.00% | 382 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $5,175 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $5,206 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| STEW | SRH TOTAL RETURN FUND INC COM | $5,335 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $5,631 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $5,694 | 0.00% | 168 | 1 | 0.6% | $34 | 加仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $5,902 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY CORP CL A | $5,902 | 0.00% | 34 | 33 | 3,300.0% | $5,728 | 加仓 |
| YUMC | YUM CHINA HLDGS INC COM | $5,973 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO COM | $6,044 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $6,137 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $6,175 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP COM | $6,199 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO COM | $6,716 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| — | INVESCO CURRENCYSHARES AUSTRALIAN DOLLAR TRUST | $6,837 | 0.01% | 100 | -150 | -60.0% | -$1.03万 | 减仓 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $6,870 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $6,960 | 0.01% | 273 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $6,978 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $7,274 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $7,472 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $7,478 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $7,539 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES MSCI EUROZONE ETF | $7,830 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC COM | $8,181 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $8,183 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| — | FLAHERTY & CRUMRINE TOTAL RETU COM | $8,217 | 0.01% | 495 | 0 | 0.0% | — | 不变 |
| FWRD | FORWARD AIR CORP COM | $8,355 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $8,634 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP COM | $8,648 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $8,672 | 0.01% | 1,853 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $8,761 | 0.01% | 152 | -39 | -20.4% | -$2,248 | 减仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $8,995 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $9,334 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $9,336 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $9,362 | 0.01% | 191 | 0 | 0.0% | — | 不变 |
| IBP | INSTALLED BLDG PRODS INC COM | $9,545 | 0.01% | 36 | -2 | -5.3% | -$530 | 减仓 |
| SBUX | STARBUCKS CORP COM | $9,676 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC COM | $9,882 | 0.01% | 18 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $1.01万 | 0.01% | 225 | 225 | — | $1.01万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $1.02万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB 1000 INDEX ETF | $1.02万 | 0.01% | 326 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $1.10万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP COM | $1.10万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD SHS | $1.11万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $1.11万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC COM | $1.16万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP COM | $1.17万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $1.23万 | 0.01% | 325 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $1.31万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $1.36万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1.36万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC COM | $1.39万 | 0.01% | 396 | -133 | -25.1% | -$4,679 | 减仓 |
| BNY | BANK OF NY MELLON CORP COM | $1.40万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.42万 | 0.01% | 369 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA SPONSORED ADR | $1.45万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| — | PHARMING GROUP NV SPON ADS | $1.45万 | 0.01% | 870 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO COM NEW | $1.52万 | 0.01% | 621 | 5 | 0.8% | $122 | 加仓 |
| DIS | DISNEY WALT CO COM | $1.52万 | 0.01% | 158 | 1 | 0.6% | $96 | 加仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $1.53万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $1.53万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG SHS | $1.56万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC COM | $1.63万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| HESM | HESS MIDSTREAM LP CL A SHS | $1.71万 | 0.01% | 440 | 440 | — | $1.71万 | 新建仓 |
| META | META PLATFORMS INC CL A | $1.72万 | 0.01% | 30 | -75 | -71.4% | -$4.29万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.76万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $1.77万 | 0.01% | 228 | -49 | -17.7% | -$3,807 | 减仓 |
| GSK | GSK PLC SPONSORED ADR | $1.78万 | 0.01% | 322 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER S.A. SPONSORED ADS | $1.78万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $1.78万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $1.81万 | 0.01% | 198 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $1.83万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC SPONSORED ADR | $1.87万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| BSMQ | INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF | $1.88万 | 0.01% | 795 | 3 | 0.4% | $71 | 加仓 |
| YUM | YUM BRANDS INC COM | $1.92万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| VFMO | VANGUARD U.S. MOMENTUM FACTOR ETF | $1.97万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| — | EUROPEAN EQUITY FD INC COM | $1.98万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC COM | $2.02万 | 0.01% | 481 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $2.10万 | 0.02% | 564 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $2.10万 | 0.02% | 84 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $2.15万 | 0.02% | 695 | 2 | 0.3% | $62 | 加仓 |
| LQD | ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF | $2.18万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $2.18万 | 0.02% | 32 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO COM | $2.28万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| IXG | ISHARES GLOBAL FINANCIALS ETF | $2.28万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $2.29万 | 0.02% | 52 | 0 | 0.0% | — | 不变 |