Nalls Sherbakoff Group, LLC
KNOXVILLE TN · SEC CIK 0001767500
$1.41亿2026Q2 申报市值
378持仓数
46.9%前十大占比 · 第一大 15.7%
9 / 45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
XOM 新建仓+$63.60万
VCIT 新建仓+$39.42万
DFAU 加仓+$36.76万
GOLDMAN SACHS MS 新建仓+$31.86万
CGW 加仓+$23.01万
2026Q2 卖出最多 按季末市值估算
EXXONMOBIL HOLDI 清仓-$115.47万
SCHB 减仓-$70.24万
KKR 清仓-$62.32万
AAPL 减仓-$46.35万
SCHD 减仓-$41.43万
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 |
|---|---|---|---|---|---|---|---|---|
| BIDU | BAIDU INC SPON ADR REP A | $3,429 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES ETF | $3,523 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $3,580 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO COM | $3,612 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI BIC ETF | $3,873 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE ACT | $3,888 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC COM | $3,916 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $4,021 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $4,124 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW | $4,269 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 CO COM | $4,329 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $4,378 | 0.00% | 32 | -268 | -89.3% | -$3.67万 | 减仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $4,386 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| MUC | BLACKROCK MUNIHLDNGS CALI COM | $4,506 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $4,614 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPONSORED ADR | $4,718 | 0.00% | 90 | -232 | -72.0% | -$1.22万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $4,776 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO COM | $5,022 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $5,089 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $5,159 | 0.00% | 44 | -218 | -83.2% | -$2.56万 | 减仓 |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $5,451 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| STEW | SRH TOTAL RETURN FUND INC COM | $5,585 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $5,667 | 0.00% | 35 | -55 | -61.1% | -$8,905 | 减仓 |
| LEU | CENTRUS ENERGY CORP CL A | $5,708 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $5,808 | 0.00% | 76 | -400 | -84.0% | -$3.06万 | 减仓 |
| EMN | EASTMAN CHEM CO COM | $5,894 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $5,927 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $6,240 | 0.00% | 169 | 1 | 0.6% | $37 | 加仓 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $6,470 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $6,601 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $6,693 | 0.00% | 152 | -566 | -78.8% | -$2.49万 | 减仓 |
| FWRD | FORWARD AIR CORP COM | $6,755 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $6,887 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $6,896 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP COM | $7,292 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $7,335 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $7,624 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $7,699 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| — | FLAHERTY & CRUMRINE TOTAL RETU COM | $8,366 | 0.01% | 495 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $8,561 | 0.01% | 1,853 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $8,678 | 0.01% | 62 | -500 | -89.0% | -$7.00万 | 减仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $8,771 | 0.01% | 100 | -67 | -40.1% | -$5,877 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $8,792 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $9,149 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $9,185 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $9,649 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $1.03万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $1.06万 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $1.09万 | 0.01% | 397 | -322 | -44.8% | -$8,810 | 减仓 |
| SBUX | STARBUCKS CORP COM | $1.10万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP COM | $1.13万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW COM | $1.14万 | 0.01% | 276 | 276 | — | $1.14万 | 新建仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $1.16万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB 1000 INDEX ETF | $1.18万 | 0.01% | 326 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $1.19万 | 0.01% | 325 | 0 | 0.0% | — | 不变 |
| — | PHARMING GROUP NV SPON ADS | $1.21万 | 0.01% | 870 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $1.21万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $1.24万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $1.28万 | 0.01% | 80 | -43 | -35.0% | -$6,874 | 减仓 |
| SNY | SANOFI SA SPONSORED ADR | $1.28万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC COM | $1.30万 | 0.01% | 18 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP COM | $1.31万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $1.41万 | 0.01% | 25 | -5 | -16.7% | -$2,816 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $1.48万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO COM NEW | $1.50万 | 0.01% | 625 | 4 | 0.6% | $96 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1.51万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $1.52万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $1.63万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| HESM | HESS MIDSTREAM LP CL A SHS | $1.65万 | 0.01% | 440 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP COM | $1.71万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $1.76万 | 0.01% | 130 | -581 | -81.7% | -$7.88万 | 减仓 |
| BSMQ | INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF | $1.88万 | 0.01% | 799 | 4 | 0.5% | $94 | 加仓 |
| — | AVALONBAY CMNTYS INC COM | $1.89万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $1.89万 | 0.01% | 45 | -3 | -6.2% | -$1,262 | 减仓 |
| EMBJ | EMBRAER S.A. SPONSORED ADS | $1.91万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $1.96万 | 0.01% | 564 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG SHS | $1.98万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $2.02万 | 0.01% | 400 | 400 | — | $2.02万 | 新建仓 |
| SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETF | $2.05万 | 0.01% | 832 | -731 | -46.8% | -$1.80万 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $2.09万 | 0.01% | 270 | -214 | -44.2% | -$1.66万 | 减仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $2.13万 | 0.02% | 198 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF | $2.18万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $2.18万 | 0.02% | 81 | -3 | -3.6% | -$809 | 减仓 |
| — | EUROPEAN EQUITY FD INC COM | $2.20万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $2.42万 | 0.02% | 110 | -225 | -67.2% | -$4.95万 | 减仓 |
| IXG | ISHARES GLOBAL FINANCIALS ETF | $2.49万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ENHANCED HIGH YIELD ETF | $2.50万 | 0.02% | 510 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $2.57万 | 0.02% | 697 | 2 | 0.3% | $74 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $2.68万 | 0.02% | 62 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $2.68万 | 0.02% | 228 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES GLOBAL 100 ETF | $2.73万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL COM | $2.76万 | 0.02% | 289 | 256 | 775.8% | $2.44万 | 加仓 |
| NEM | NEWMONT CORP COM | $2.81万 | 0.02% | 301 | 1 | 0.3% | $93 | 加仓 |
| FHN | FIRST HORIZON CORPORATION COM | $2.82万 | 0.02% | 1,101 | -13,923 | -92.7% | -$35.70万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $2.84万 | 0.02% | 166 | 166 | — | $2.84万 | 新建仓 |
| MOO | VANECK AGRIBUSINESS ETF | $2.91万 | 0.02% | 368 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $2.95万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $3.07万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $3.15万 | 0.02% | 227 | 0 | 0.0% | — | 不变 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $3.18万 | 0.02% | 274 | 0 | 0.0% | — | 不变 |