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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $17.90万 | 0.13% | 4,035 | 1,198 | 42.2% | $5.31万 | 加仓 |
| VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $17.20万 | 0.12% | 708 | 3 | 0.4% | $729 | 加仓 |
| F | FORD MTR CO COM | $16.85万 | 0.12% | 12,119 | -2,149 | -15.1% | -$2.99万 | 减仓 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $16.68万 | 0.12% | 4,478 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $15.81万 | 0.11% | 5,767 | 17 | 0.3% | $466 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $15.77万 | 0.11% | 5,226 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $15.59万 | 0.11% | 1,500 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $15.48万 | 0.11% | 3,849 | 3,036 | 373.4% | $12.21万 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $15.27万 | 0.11% | 1,855 | 989 | 114.2% | $8.14万 | 加仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $15.26万 | 0.11% | 412 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $15.03万 | 0.11% | 7,379 | 63 | 0.9% | $1,283 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $14.74万 | 0.10% | 705 | 3 | 0.4% | $627 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $14.59万 | 0.10% | 519 | -38 | -6.8% | -$1.07万 | 减仓 |
| DEHP | DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF | $14.38万 | 0.10% | 3,362 | 6 | 0.2% | $257 | 加仓 |
| IDU | ISHARES U.S. UTILITIES ETF | $13.51万 | 0.10% | 1,179 | 0 | 0.0% | — | 不变 |
| EXI | ISHARES GLOBAL INDUSTRIALS ETF | $13.35万 | 0.09% | 666 | 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 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $12.86万 | 0.09% | 257 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $12.86万 | 0.09% | 1,703 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $12.75万 | 0.09% | 3,214 | 14 | 0.4% | $556 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $12.73万 | 0.09% | 427 | -726 | -63.0% | -$21.64万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $12.64万 | 0.09% | 830 | -1,305 | -61.1% | -$19.87万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $12.58万 | 0.09% | 355 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $12.52万 | 0.09% | 2,511 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $12.22万 | 0.09% | 661 | 1 | 0.2% | $185 | 加仓 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $12.21万 | 0.09% | 3,089 | 2,215 | 253.4% | $8.76万 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $12.03万 | 0.09% | 1,225 | -350 | -22.2% | -$3.44万 | 减仓 |
| MCD | MCDONALDS CORP COM | $11.23万 | 0.08% | 416 | -71 | -14.6% | -$1.92万 | 减仓 |
| NB | NIOCORP DEVS LTD COM NEW | $11.10万 | 0.08% | 23,025 | 23,025 | — | $11.10万 | 新建仓 |
| WMT | WALMART INC COM | $11.08万 | 0.08% | 978 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO KBW BANK ETF | $10.85万 | 0.08% | 1,167 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $10.50万 | 0.07% | 588 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $10.50万 | 0.07% | 411 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $10.26万 | 0.07% | 96 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $10.25万 | 0.07% | 403 | -308 | -43.3% | -$7.83万 | 减仓 |
| HD | HOME DEPOT INC COM | $10.19万 | 0.07% | 289 | -71 | -19.7% | -$2.50万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $9.87万 | 0.07% | 950 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $9.83万 | 0.07% | 593 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $9.41万 | 0.07% | 469 | -264 | -36.0% | -$5.30万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $9.37万 | 0.07% | 100 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $9.00万 | 0.06% | 550 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $8.74万 | 0.06% | 2,866 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $8.46万 | 0.06% | 606 | -768 | -55.9% | -$10.72万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $8.39万 | 0.06% | 586 | 0 | 0.0% | — | 不变 |
| BAPR | INNOVATOR U.S. EQUITY BUFFER ETF - APRIL | $8.39万 | 0.06% | 1,575 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $8.26万 | 0.06% | 800 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP COM | $8.25万 | 0.06% | 2,016 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $7.84万 | 0.06% | 105 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $7.73万 | 0.05% | 1,341 | -367 | -21.5% | -$2.11万 | 减仓 |
| BMAY | INNOVATOR U.S. EQUITY BUFFER ETF - MAY | $7.58万 | 0.05% | 1,600 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $7.57万 | 0.05% | 931 | -3,567 | -79.3% | -$28.99万 | 减仓 |
| PLD | PROLOGIS INC. COM | $7.32万 | 0.05% | 540 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $7.30万 | 0.05% | 385 | 1 | 0.3% | $190 | 加仓 |
| TJX | TJX COS INC NEW COM | $7.12万 | 0.05% | 470 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC COM | $7.07万 | 0.05% | 250 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $7.05万 | 0.05% | 476 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $7.04万 | 0.05% | 1,313 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $6.84万 | 0.05% | 272 | -60 | -18.1% | -$1.51万 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $6.75万 | 0.05% | 432 | -199 | -31.5% | -$3.11万 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $6.65万 | 0.05% | 647 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | $6.59万 | 0.05% | 750 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $6.58万 | 0.05% | 242 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO COM | $6.56万 | 0.05% | 550 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $6.43万 | 0.05% | 2,221 | 345 | 18.4% | $9,995 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $6.39万 | 0.05% | 704 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $6.27万 | 0.04% | 120 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES MSCI TAIWAN ETF | $5.97万 | 0.04% | 550 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND ETF | $5.96万 | 0.04% | 545 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES GLOBAL ENERGY ETF | $5.94万 | 0.04% | 1,210 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $5.94万 | 0.04% | 825 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $5.83万 | 0.04% | 664 | -752 | -53.1% | -$6.60万 | 减仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $5.72万 | 0.04% | 1,046 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $5.66万 | 0.04% | 1,336 | -816 | -37.9% | -$3.45万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $5.61万 | 0.04% | 383 | 0 | 0.0% | — | 不变 |
| — | SPROTT COPPER MINERS ETF | $5.56万 | 0.04% | 1,451 | -36 | -2.4% | -$1,379 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $5.38万 | 0.04% | 1,490 | 0 | 0.0% | — | 不变 |
| BSJS | INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | $5.34万 | 0.04% | 2,458 | 26 | 1.1% | $565 | 加仓 |
| — | DEFIANCE DRONE AND MODERN WARFARE ETF | $5.28万 | 0.04% | 1,816 | 1,816 | — | $5.28万 | 新建仓 |
| LLY | ELI LILLY & CO COM | $5.09万 | 0.04% | 42 | 0 | 0.0% | — | 不变 |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $5.06万 | 0.04% | 900 | -150 | -14.3% | -$8,427 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $5.04万 | 0.04% | 200 | 0 | 0.0% | — | 不变 |
| EWA | ISHARES MSCI AUSTRALIA ETF | $5.01万 | 0.04% | 1,780 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $5.01万 | 0.04% | 605 | 5 | 0.8% | $414 | 加仓 |
| USFD | US FOODS HLDG CORP COM | $4.94万 | 0.04% | 483 | 0 | 0.0% | — | 不变 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $4.94万 | 0.04% | 1,225 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP COM | $4.88万 | 0.03% | 700 | -71 | -9.2% | -$4,945 | 减仓 |
| — | BASSETT FURNITURE INDS INC COM | $4.87万 | 0.03% | 2,750 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $4.87万 | 0.03% | 142 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $4.87万 | 0.03% | 225 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETF | $4.79万 | 0.03% | 866 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $4.66万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $4.56万 | 0.03% | 1,712 | -1,225 | -41.7% | -$3.27万 | 减仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $4.54万 | 0.03% | 918 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $4.49万 | 0.03% | 600 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR PREMIUM INCOME 20 BARRIER ETF - APRIL | $4.47万 | 0.03% | 1,795 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP COM | $4.47万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $4.44万 | 0.03% | 693 | 55 | 8.6% | $3,521 | 加仓 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $4.38万 | 0.03% | 861 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $4.31万 | 0.03% | 925 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $4.31万 | 0.03% | 741 | 0 | 0.0% | — | 不变 |