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 |
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC COM | $7.91万 | 0.06% | 335 | -118 | -26.0% | -$2.79万 | 减仓 |
| ORI | OLD REP INTL CORP COM | $8.04万 | 0.06% | 2,016 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $8.06万 | 0.06% | 2,937 | 268 | 10.0% | $7,359 | 加仓 |
| QCOM | QUALCOMM INC COM | $8.50万 | 0.06% | 660 | -186 | -22.0% | -$2.40万 | 减仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $8.51万 | 0.06% | 588 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $8.69万 | 0.06% | 2,866 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $8.78万 | 0.06% | 1,650 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $9.23万 | 0.07% | 950 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO KBW BANK ETF | $9.23万 | 0.07% | 1,167 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP COM PAR 1 | $9.46万 | 0.07% | 3,184 | 25 | 0.8% | $743 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $9.56万 | 0.07% | 631 | 0 | 0.0% | — | 不变 |
| GVI | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $9.60万 | 0.07% | 900 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $9.96万 | 0.07% | 100 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $10.36万 | 0.08% | 1,708 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $10.44万 | 0.08% | 3,716 | 1 | 0.0% | $28 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $10.80万 | 0.08% | 2,152 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $11.02万 | 0.08% | 2,837 | 612 | 27.5% | $2.38万 | 加仓 |
| DEHP | DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF | $11.34万 | 0.08% | 3,356 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $11.55万 | 0.08% | 702 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $11.69万 | 0.09% | 2,399 | -79 | -3.2% | -$3,851 | 减仓 |
| HD | HOME DEPOT INC COM | $11.85万 | 0.09% | 360 | 0 | 0.0% | — | 不变 |
| EXI | ISHARES GLOBAL INDUSTRIALS ETF | $12.05万 | 0.09% | 666 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $12.15万 | 0.09% | 978 | -309 | -24.0% | -$3.84万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $12.18万 | 0.09% | 355 | -12 | -3.3% | -$4,119 | 减仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $12.24万 | 0.09% | 3,200 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $12.27万 | 0.09% | 593 | 1 | 0.2% | $207 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $12.32万 | 0.09% | 257 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $12.38万 | 0.09% | 2,184 | 1,089 | 99.5% | $6.17万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $13.15万 | 0.10% | 1,416 | -561 | -28.4% | -$5.21万 | 减仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $13.23万 | 0.10% | 412 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $13.37万 | 0.10% | 733 | -251 | -25.5% | -$4.58万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $13.51万 | 0.10% | 557 | -352 | -38.7% | -$8.54万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $13.51万 | 0.10% | 400 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES U.S. UTILITIES ETF | $13.69万 | 0.10% | 1,179 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $14.51万 | 0.11% | 1,500 | -700 | -31.8% | -$6.77万 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $14.84万 | 0.11% | 1,575 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $14.94万 | 0.11% | 7,316 | 26 | 0.4% | $531 | 加仓 |
| IAU | ISHARES GOLD TRUST | $15.01万 | 0.11% | 1,703 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $15.12万 | 0.11% | 487 | 3 | 0.6% | $932 | 加仓 |
| VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $15.32万 | 0.11% | 705 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $15.61万 | 0.11% | 1,150 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $15.91万 | 0.12% | 4,478 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $16.47万 | 0.12% | 14,268 | 39 | 0.3% | $450 | 加仓 |
| — | STATE STREET SPDR S&P KENSHO CLEAN POWER ETF | $16.95万 | 0.12% | 1,877 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $17.01万 | 0.13% | 400 | -45 | -10.1% | -$1.91万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $17.37万 | 0.13% | 711 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $17.71万 | 0.13% | 2,511 | 2,418 | 2,600.0% | $17.05万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $18.11万 | 0.13% | 2,000 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $18.35万 | 0.14% | 4,710 | 1,329 | 39.3% | $5.18万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $18.52万 | 0.14% | 5,226 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $19.28万 | 0.14% | 1,916 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | $20.27万 | 0.15% | 9,061 | 463 | 5.4% | $1.04万 | 加仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $20.42万 | 0.15% | 8,413 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $20.69万 | 0.15% | 962 | -51 | -5.0% | -$1.10万 | 减仓 |
| CNX | CNX RES CORP COM | $21.07万 | 0.16% | 5,465 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $21.45万 | 0.16% | 824 | -34 | -4.0% | -$8,850 | 减仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $21.55万 | 0.16% | 4,776 | 12 | 0.3% | $541 | 加仓 |
| D | DOMINION ENERGY INC COM | $22.26万 | 0.16% | 3,600 | -75 | -2.0% | -$4,636 | 减仓 |
| MRK | MERCK & CO INC COM | $22.28万 | 0.16% | 1,852 | -105 | -5.4% | -$1.26万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $22.38万 | 0.16% | 1,153 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $23.21万 | 0.17% | 750 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $23.30万 | 0.17% | 414 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $23.84万 | 0.18% | 1,799 | 0 | 0.0% | — | 不变 |
| BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $24.10万 | 0.18% | 10,398 | -436 | -4.0% | -$1.01万 | 减仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $24.16万 | 0.18% | 7,174 | 688 | 10.6% | $2.32万 | 加仓 |
| ORCL | ORACLE CORP COM | $24.41万 | 0.18% | 1,659 | -236 | -12.5% | -$3.47万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $24.52万 | 0.18% | 1,207 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $25.96万 | 0.19% | 2,261 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $26.17万 | 0.19% | 13,562 | 263 | 2.0% | $5,076 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $26.26万 | 0.19% | 3,742 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $26.95万 | 0.20% | 3,588 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | $26.97万 | 0.20% | 5,318 | 5,318 | — | $26.97万 | 新建仓 |
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | $27.20万 | 0.20% | 8,443 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $27.52万 | 0.20% | 10,504 | 145 | 1.4% | $3,799 | 加仓 |
| BP | BP PLC SPONSORED ADR | $27.78万 | 0.20% | 5,910 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $27.84万 | 0.20% | 562 | 2 | 0.4% | $991 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $28.34万 | 0.21% | 1,342 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD MORNINGSTAR LARGE-CAP ETF | $28.48万 | 0.21% | 953 | 0 | 0.0% | — | 不变 |
| AMLP | ALERIAN MLP ETF | $29.18万 | 0.21% | 5,544 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $30.33万 | 0.22% | 3,142 | -20 | -0.6% | -$1,931 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $31.16万 | 0.23% | 2,135 | -33 | -1.5% | -$4,816 | 减仓 |
| — | DIMENSIONAL US REAL ESTATE ETF | $31.19万 | 0.23% | 13,188 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US CORE EQUITY 1 ETF | $31.56万 | 0.23% | 4,379 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | $32.85万 | 0.24% | 4,903 | -400 | -7.5% | -$2.68万 | 减仓 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $33.61万 | 0.25% | 17,124 | -836 | -4.7% | -$1.64万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $33.79万 | 0.25% | 979 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION COM | $34.19万 | 0.25% | 15,024 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $34.21万 | 0.25% | 4,498 | -66 | -1.4% | -$5,020 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $36.29万 | 0.27% | 3,208 | 0 | 0.0% | — | 不变 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $36.83万 | 0.27% | 14,455 | 484 | 3.5% | $1.23万 | 加仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $37.17万 | 0.27% | 7,043 | 269 | 4.0% | $1.42万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $38.66万 | 0.28% | 647 | -8 | -1.2% | -$4,780 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $39.71万 | 0.29% | 657 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $40.68万 | 0.30% | 1,383 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $40.76万 | 0.30% | 3,113 | 16 | 0.5% | $2,095 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $41.35万 | 0.30% | 12,331 | 1 | 0.0% | $34 | 加仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $41.46万 | 0.31% | 11,278 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $41.81万 | 0.31% | 479 | -902 | -65.3% | -$78.74万 | 减仓 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $44.36万 | 0.33% | 1,016 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $46.86万 | 0.34% | 2,687 | -500 | -15.7% | -$8.72万 | 减仓 |