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 |
|---|---|---|---|---|---|---|---|---|
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $120.25万 | 0.85% | 8,798 | -12 | -0.1% | -$1,640 | 减仓 |
| AMZN | AMAZON COM INC COM | $125.80万 | 0.89% | 5,278 | -15 | -0.3% | -$3,575 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $160.81万 | 1.14% | 53,250 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $181.51万 | 1.29% | 45,230 | -615 | -1.3% | -$2.47万 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $185.59万 | 1.32% | 51,184 | 49 | 0.1% | $1,777 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $186.83万 | 1.33% | 99,008 | -1,697 | -1.7% | -$3.20万 | 减仓 |
| PXF | INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | $189.29万 | 1.35% | 25,025 | -194 | -0.8% | -$1.47万 | 减仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $218.19万 | 1.55% | 62,681 | -1,838 | -2.8% | -$6.40万 | 减仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $241.11万 | 1.71% | 59,329 | -2,528 | -4.1% | -$10.27万 | 减仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $246.69万 | 1.75% | 63,597 | -981 | -1.5% | -$3.81万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $250.29万 | 1.78% | 62,215 | 1,839 | 3.0% | $7.40万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $251.04万 | 1.78% | 74,185 | 55 | 0.1% | $1,861 | 加仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $256.48万 | 1.82% | 11,769 | -571 | -4.6% | -$12.44万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $271.48万 | 1.93% | 11,026 | -222 | -2.0% | -$5.47万 | 减仓 |
| AAPL | APPLE INC COM | $292.28万 | 2.08% | 10,101 | -1,602 | -13.7% | -$46.35万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $333.08万 | 2.37% | 4,523 | 213 | 4.9% | $15.69万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $367.14万 | 2.61% | 10,274 | -359 | -3.4% | -$12.83万 | 减仓 |
| ONB | OLD NATL BANCORP IND COM | $372.37万 | 2.65% | 143,773 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $455.08万 | 3.24% | 47,193 | -2,509 | -5.0% | -$24.19万 | 减仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $498.00万 | 3.54% | 215,306 | -4,745 | -2.2% | -$10.98万 | 减仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $570.02万 | 4.05% | 108,761 | -3,128 | -2.8% | -$16.39万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $1,216.94万 | 8.65% | 439,328 | -11,304 | -2.5% | -$31.31万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $2,215.08万 | 15.75% | 764,875 | -24,255 | -3.1% | -$70.24万 | 减仓 |