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 |
|---|---|---|---|---|---|---|---|---|
| GD | GENERAL DYNAMICS CORP COM | $12.58万 | 0.09% | 355 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $12.64万 | 0.09% | 830 | -1,305 | -61.1% | -$19.87万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $12.73万 | 0.09% | 427 | -726 | -63.0% | -$21.64万 | 减仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $12.75万 | 0.09% | 3,214 | 14 | 0.4% | $556 | 加仓 |
| IAU | ISHARES GOLD TRUST | $12.86万 | 0.09% | 1,703 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $12.86万 | 0.09% | 257 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $13.28万 | 0.09% | 326 | -74 | -18.5% | -$3.01万 | 减仓 |
| EXI | ISHARES GLOBAL INDUSTRIALS ETF | $13.35万 | 0.09% | 666 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES U.S. UTILITIES ETF | $13.51万 | 0.10% | 1,179 | 0 | 0.0% | — | 不变 |
| DEHP | DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF | $14.38万 | 0.10% | 3,362 | 6 | 0.2% | $257 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $14.59万 | 0.10% | 519 | -38 | -6.8% | -$1.07万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $14.74万 | 0.10% | 705 | 3 | 0.4% | $627 | 加仓 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $15.03万 | 0.11% | 7,379 | 63 | 0.9% | $1,283 | 加仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $15.26万 | 0.11% | 412 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $15.27万 | 0.11% | 1,855 | 989 | 114.2% | $8.14万 | 加仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $15.48万 | 0.11% | 3,849 | 3,036 | 373.4% | $12.21万 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $15.59万 | 0.11% | 1,500 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $15.77万 | 0.11% | 5,226 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $15.81万 | 0.11% | 5,767 | 17 | 0.3% | $466 | 加仓 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $16.68万 | 0.12% | 4,478 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $16.85万 | 0.12% | 12,119 | -2,149 | -15.1% | -$2.99万 | 减仓 |
| VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $17.20万 | 0.12% | 708 | 3 | 0.4% | $729 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $17.90万 | 0.13% | 4,035 | 1,198 | 42.2% | $5.31万 | 加仓 |
| CNX | CNX RES CORP COM | $18.54万 | 0.13% | 5,465 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $19.41万 | 0.14% | 1,511 | -341 | -18.4% | -$4.38万 | 减仓 |
| BSJR | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | $19.52万 | 0.14% | 8,738 | -323 | -3.6% | -$7,217 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $19.63万 | 0.14% | 2,032 | 32 | 1.6% | $3,091 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $19.68万 | 0.14% | 2,490 | 2,490 | — | $19.68万 | 新建仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $20.31万 | 0.14% | 8,413 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR S&P KENSHO CLEAN POWER ETF | $21.23万 | 0.15% | 1,877 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $21.64万 | 0.15% | 800 | -24 | -2.9% | -$6,491 | 减仓 |
| BP | BP PLC SPONSORED ADR | $21.84万 | 0.16% | 5,910 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $22.51万 | 0.16% | 1,916 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $22.76万 | 0.16% | 962 | 0 | 0.0% | — | 不变 |
| BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $23.21万 | 0.17% | 10,112 | -286 | -2.8% | -$6,565 | 减仓 |
| ORCL | ORACLE CORP COM | $24.37万 | 0.17% | 1,663 | 4 | 0.2% | $586 | 加仓 |
| D | DOMINION ENERGY INC COM | $24.58万 | 0.17% | 3,600 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $25.14万 | 0.18% | 7,176 | 2 | 0.0% | $70 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $25.93万 | 0.18% | 13,562 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $26.44万 | 0.19% | 385 | -262 | -40.5% | -$17.99万 | 减仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $26.58万 | 0.19% | 1,799 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $27.03万 | 0.19% | 1,207 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $27.94万 | 0.20% | 10,536 | 32 | 0.3% | $849 | 加仓 |
| AVGO | BROADCOM INC COM | $28.38万 | 0.20% | 751 | 1 | 0.1% | $378 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $28.45万 | 0.20% | 979 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $28.54万 | 0.20% | 6,919 | 2,209 | 46.9% | $9.11万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $28.78万 | 0.20% | 5,551 | 7 | 0.1% | $363 | 加仓 |
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | $28.81万 | 0.20% | 8,443 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $29.35万 | 0.21% | 3,067 | -75 | -2.4% | -$7,178 | 减仓 |
| — | DIMENSIONAL US REAL ESTATE ETF | $29.49万 | 0.21% | 11,273 | -1,915 | -14.5% | -$5.01万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $30.05万 | 0.21% | 3,588 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $30.52万 | 0.22% | 1,344 | 2 | 0.1% | $454 | 加仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $31.10万 | 0.22% | 2,261 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS MSCI WORLD PRIVATE EQUITY RETURN TRACKER ETF | $31.86万 | 0.23% | 5,152 | 5,152 | — | $31.86万 | 新建仓 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | $32.68万 | 0.23% | 4,907 | 4 | 0.1% | $266 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $32.72万 | 0.23% | 10,317 | -13,066 | -55.9% | -$41.43万 | 减仓 |
| VV | VANGUARD MORNINGSTAR LARGE-CAP ETF | $32.77万 | 0.23% | 953 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $33.70万 | 0.24% | 661 | 4 | 0.6% | $2,039 | 加仓 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $33.71万 | 0.24% | 17,187 | 63 | 0.4% | $1,236 | 加仓 |
| — | DIMENSIONAL US CORE EQUITY 1 ETF | $35.90万 | 0.26% | 4,379 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $36.21万 | 0.26% | 2,861 | -252 | -8.1% | -$3.19万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $37.24万 | 0.26% | 11,647 | -684 | -5.5% | -$2.19万 | 减仓 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $37.32万 | 0.27% | 14,455 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $38.62万 | 0.27% | 2,808 | -400 | -12.5% | -$5.50万 | 减仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $39.01万 | 0.28% | 7,222 | 179 | 2.5% | $9,669 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $39.42万 | 0.28% | 4,769 | 4,769 | — | $39.42万 | 新建仓 |
| T | AT&T INC COM | $44.81万 | 0.32% | 21,645 | -7,665 | -26.2% | -$15.87万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $45.27万 | 0.32% | 1,383 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $46.17万 | 0.33% | 400 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $47.06万 | 0.33% | 11,278 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $47.87万 | 0.34% | 24,516 | 80 | 0.3% | $1,562 | 加仓 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $48.53万 | 0.35% | 5,634 | -462 | -7.6% | -$3.98万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $51.64万 | 0.37% | 1,642 | 1 | 0.1% | $314 | 加仓 |
| DGCB | DIMENSIONAL GLOBAL CREDIT ETF | $51.64万 | 0.37% | 9,446 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $53.78万 | 0.38% | 2,688 | 1 | 0.0% | $200 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $54.43万 | 0.39% | 12,005 | -3,370 | -21.9% | -$15.28万 | 减仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $56.44万 | 0.40% | 8,074 | 11 | 0.1% | $769 | 加仓 |
| TFC | TRUIST FINL CORP COM | $57.90万 | 0.41% | 11,622 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $61.09万 | 0.43% | 520 | 41 | 8.6% | $4.82万 | 加仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $61.44万 | 0.44% | 11,887 | 7,111 | 148.9% | $36.76万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $63.60万 | 0.45% | 4,652 | 4,652 | — | $63.60万 | 新建仓 |
| RACE | FERRARI N V COM | $74.46万 | 0.53% | 2,000 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $74.60万 | 0.53% | 11,350 | 3,501 | 44.6% | $23.01万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $76.91万 | 0.55% | 2,062 | 1 | 0.0% | $373 | 加仓 |
| GE | GE AEROSPACE COM NEW | $77.96万 | 0.55% | 2,086 | 167 | 8.7% | $6.24万 | 加仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $78.28万 | 0.56% | 20,567 | -106 | -0.5% | -$4,034 | 减仓 |
| GWW | WW GRAINGER INC COM | $81.62万 | 0.58% | 600 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $82.76万 | 0.59% | 2,342 | -599 | -20.4% | -$21.17万 | 减仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $84.11万 | 0.60% | 10,264 | 21 | 0.2% | $1,721 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $87.70万 | 0.62% | 33,096 | -1,014 | -3.0% | -$2.69万 | 减仓 |
| VOE | VANGUARD MORNINGSTAR MID-CAP VALUE ETF | $89.74万 | 0.64% | 4,542 | -70 | -1.5% | -$1.38万 | 减仓 |
| VOT | VANGUARD MORNINGSTAR MID-CAP GROWTH ETF | $91.33万 | 0.65% | 2,982 | -131 | -4.2% | -$4.01万 | 减仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $92.85万 | 0.66% | 8,226 | -637 | -7.2% | -$7.19万 | 减仓 |
| GLD | SPDR GOLD SHARES | $97.58万 | 0.69% | 2,649 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | $98.41万 | 0.70% | 2,691 | -7 | -0.3% | -$2,560 | 减仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $100.79万 | 0.72% | 32,408 | 27 | 0.1% | $840 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $103.81万 | 0.74% | 7,079 | -592 | -7.7% | -$8.68万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $117.72万 | 0.84% | 15,348 | -848 | -5.2% | -$6.50万 | 减仓 |
| SLV | ISHARES SILVER TRUST | $118.02万 | 0.84% | 22,073 | -451 | -2.0% | -$2.41万 | 减仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $119.98万 | 0.85% | 23,502 | -863 | -3.5% | -$4.41万 | 减仓 |