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 |
|---|---|---|---|---|---|---|---|---|
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $2.35万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES GLOBAL 100 ETF | $2.42万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC COM | $2.44万 | 0.02% | 566 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ENHANCED HIGH YIELD ETF | $2.48万 | 0.02% | 510 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP COM | $2.50万 | 0.02% | 148 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $2.74万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $2.75万 | 0.02% | 813 | 1 | 0.1% | $34 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $2.77万 | 0.02% | 227 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC COM | $2.86万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $2.87万 | 0.02% | 262 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $2.88万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $2.90万 | 0.02% | 230 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $2.92万 | 0.02% | 198 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $2.93万 | 0.02% | 718 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $2.99万 | 0.02% | 719 | 2 | 0.3% | $83 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $3.00万 | 0.02% | 226 | -800 | -78.0% | -$10.63万 | 减仓 |
| MOO | VANECK AGRIBUSINESS ETF | $3.11万 | 0.02% | 368 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $3.12万 | 0.02% | 874 | 339 | 63.4% | $1.21万 | 加仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $3.19万 | 0.02% | 250 | -100 | -28.6% | -$1.28万 | 减仓 |
| NEM | NEWMONT CORP COM | $3.25万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $3.26万 | 0.02% | 711 | 711 | — | $3.26万 | 新建仓 |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $3.26万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $3.27万 | 0.02% | 200 | -5 | -2.4% | -$816 | 减仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $3.27万 | 0.02% | 440 | -11 | -2.4% | -$819 | 减仓 |
| — | INVESCO CURRENCYSHARES SWISS FRANC TRUST | $3.31万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $3.46万 | 0.03% | 476 | -25 | -5.0% | -$1,817 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $3.50万 | 0.03% | 120 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $3.50万 | 0.03% | 440 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $3.52万 | 0.03% | 521 | -447 | -46.2% | -$3.02万 | 减仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $3.54万 | 0.03% | 724 | -453 | -38.5% | -$2.22万 | 减仓 |
| IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETF | $3.63万 | 0.03% | 866 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $3.63万 | 0.03% | 191 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $3.63万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $3.65万 | 0.03% | 274 | -7 | -2.5% | -$932 | 减仓 |
| UNM | UNUM GROUP COM | $3.65万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $3.80万 | 0.03% | 925 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $3.82万 | 0.03% | 250 | 0 | 0.0% | — | 不变 |
| SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETF | $3.86万 | 0.03% | 1,563 | 502 | 47.3% | $1.24万 | 加仓 |
| — | BASSETT FURNITURE INDS INC COM | $3.89万 | 0.03% | 2,750 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES MSCI TAIWAN ETF | $3.90万 | 0.03% | 550 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $3.91万 | 0.03% | 42 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $3.93万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $4.09万 | 0.03% | 354 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $4.18万 | 0.03% | 600 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $4.22万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $4.27万 | 0.03% | 861 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $4.29万 | 0.03% | 142 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $4.33万 | 0.03% | 1,490 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $4.34万 | 0.03% | 741 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $4.36万 | 0.03% | 806 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $4.39万 | 0.03% | 600 | -611 | -50.5% | -$4.47万 | 减仓 |
| — | INNOVATOR PREMIUM INCOME 20 BARRIER ETF - APRIL | $4.40万 | 0.03% | 1,795 | 0 | 0.0% | — | 不变 |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUND | $4.41万 | 0.03% | 1,523 | 1,523 | — | $4.41万 | 新建仓 |
| USFD | US FOODS HLDG CORP COM | $4.45万 | 0.03% | 483 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $4.48万 | 0.03% | 225 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $4.50万 | 0.03% | 484 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $4.54万 | 0.03% | 638 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $4.76万 | 0.03% | 1,046 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP COM | $4.81万 | 0.04% | 771 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $4.90万 | 0.04% | 918 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $4.91万 | 0.04% | 383 | 0 | 0.0% | — | 不变 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $4.92万 | 0.04% | 1,225 | 0 | 0.0% | — | 不变 |
| EWA | ISHARES MSCI AUSTRALIA ETF | $4.94万 | 0.04% | 1,780 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $4.99万 | 0.04% | 1,876 | 0 | 0.0% | — | 不变 |
| BSJS | INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | $5.27万 | 0.04% | 2,432 | 2 | 0.1% | $43 | 加仓 |
| — | SPROTT COPPER MINERS ETF | $5.31万 | 0.04% | 1,487 | 1,487 | — | $5.31万 | 新建仓 |
| FDX | FEDEX CORP COM | $5.34万 | 0.04% | 150 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $5.44万 | 0.04% | 825 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | $5.51万 | 0.04% | 150 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $5.56万 | 0.04% | 120 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $5.59万 | 0.04% | 411 | -105 | -20.3% | -$1.43万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $5.63万 | 0.04% | 380 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO COM | $5.65万 | 0.04% | 550 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $5.70万 | 0.04% | 367 | -165 | -31.0% | -$2.56万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $5.85万 | 0.04% | 400 | -601 | -60.0% | -$8.79万 | 减仓 |
| UNP | UNION PAC CORP COM | $5.87万 | 0.04% | 242 | -18 | -6.9% | -$4,367 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $5.91万 | 0.04% | 476 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $5.93万 | 0.04% | 709 | 1 | 0.1% | $84 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $6.01万 | 0.04% | 545 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $6.06万 | 0.04% | 1,374 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $6.16万 | 0.05% | 866 | -92 | -9.6% | -$6,542 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $6.19万 | 0.05% | 647 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $6.37万 | 0.05% | 562 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $6.48万 | 0.05% | 1,313 | -450 | -25.5% | -$2.22万 | 减仓 |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $6.61万 | 0.05% | 1,050 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC COM | $6.77万 | 0.05% | 589 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $6.79万 | 0.05% | 800 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $6.82万 | 0.05% | 96 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $6.83万 | 0.05% | 105 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES GLOBAL ENERGY ETF | $6.97万 | 0.05% | 1,210 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. COM | $7.14万 | 0.05% | 540 | 0 | 0.0% | — | 不变 |
| BMAY | INNOVATOR U.S. EQUITY BUFFER ETF - MAY | $7.18万 | 0.05% | 1,600 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $7.22万 | 0.05% | 332 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $7.23万 | 0.05% | 704 | -60 | -7.9% | -$6,162 | 减仓 |
| RTX | RTX CORPORATION COM | $7.41万 | 0.05% | 384 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $7.51万 | 0.06% | 470 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $7.68万 | 0.06% | 586 | 0 | 0.0% | — | 不变 |
| BAPR | INNOVATOR U.S. EQUITY BUFFER ETF - APRIL | $7.71万 | 0.06% | 1,575 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $7.78万 | 0.06% | 550 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC COM | $7.85万 | 0.06% | 250 | 0 | 0.0% | — | 不变 |