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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR PREMIUM INCOME 20 BARRIER ETF - APRIL | $4.40万 | 0.03% | 1,795 | 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 |
| ENB | ENBRIDGE INC COM | $4.36万 | 0.03% | 806 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $4.34万 | 0.03% | 741 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $4.33万 | 0.03% | 1,490 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $4.29万 | 0.03% | 142 | 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 |
| EWJ | ISHARES MSCI JAPAN ETF | $4.22万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $4.18万 | 0.03% | 600 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $4.09万 | 0.03% | 354 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $3.93万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $3.91万 | 0.03% | 42 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES MSCI TAIWAN ETF | $3.90万 | 0.03% | 550 | 0 | 0.0% | — | 不变 |
| — | BASSETT FURNITURE INDS INC COM | $3.89万 | 0.03% | 2,750 | 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 |
| NVS | NOVARTIS AG SPONSORED ADR | $3.82万 | 0.03% | 250 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $3.80万 | 0.03% | 925 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP COM | $3.65万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $3.65万 | 0.03% | 274 | -7 | -2.5% | -$932 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $3.63万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $3.63万 | 0.03% | 191 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETF | $3.63万 | 0.03% | 866 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $3.54万 | 0.03% | 724 | -453 | -38.5% | -$2.22万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $3.52万 | 0.03% | 521 | -447 | -46.2% | -$3.02万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $3.50万 | 0.03% | 440 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $3.50万 | 0.03% | 120 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $3.46万 | 0.03% | 476 | -25 | -5.0% | -$1,817 | 减仓 |
| — | INVESCO CURRENCYSHARES SWISS FRANC TRUST | $3.31万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $3.27万 | 0.02% | 440 | -11 | -2.4% | -$819 | 减仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $3.27万 | 0.02% | 200 | -5 | -2.4% | -$816 | 减仓 |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $3.26万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $3.26万 | 0.02% | 711 | 711 | — | $3.26万 | 新建仓 |
| NEM | NEWMONT CORP COM | $3.25万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $3.19万 | 0.02% | 250 | -100 | -28.6% | -$1.28万 | 减仓 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $3.12万 | 0.02% | 874 | 339 | 63.4% | $1.21万 | 加仓 |
| MOO | VANECK AGRIBUSINESS ETF | $3.11万 | 0.02% | 368 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $3.00万 | 0.02% | 226 | -800 | -78.0% | -$10.63万 | 减仓 |
| DOW | DOW HLDGS INC COM | $2.99万 | 0.02% | 719 | 2 | 0.3% | $83 | 加仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $2.93万 | 0.02% | 718 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $2.92万 | 0.02% | 198 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $2.90万 | 0.02% | 230 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $2.88万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $2.87万 | 0.02% | 262 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC COM | $2.86万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $2.77万 | 0.02% | 227 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $2.75万 | 0.02% | 813 | 1 | 0.1% | $34 | 加仓 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $2.74万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP COM | $2.50万 | 0.02% | 148 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ENHANCED HIGH YIELD ETF | $2.48万 | 0.02% | 510 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC COM | $2.44万 | 0.02% | 566 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES GLOBAL 100 ETF | $2.42万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $2.35万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $2.29万 | 0.02% | 52 | 0 | 0.0% | — | 不变 |
| IXG | ISHARES GLOBAL FINANCIALS ETF | $2.28万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO COM | $2.28万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $2.18万 | 0.02% | 32 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF | $2.18万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $2.15万 | 0.02% | 695 | 2 | 0.3% | $62 | 加仓 |
| GIS | GENERAL MILLS INC COM | $2.10万 | 0.02% | 564 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $2.10万 | 0.02% | 84 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC COM | $2.02万 | 0.01% | 481 | 0 | 0.0% | — | 不变 |
| — | EUROPEAN EQUITY FD INC COM | $1.98万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| VFMO | VANGUARD U.S. MOMENTUM FACTOR ETF | $1.97万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $1.92万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| BSMQ | INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF | $1.88万 | 0.01% | 795 | 3 | 0.4% | $71 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $1.87万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $1.83万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $1.81万 | 0.01% | 198 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $1.78万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER S.A. SPONSORED ADS | $1.78万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPONSORED ADR | $1.78万 | 0.01% | 322 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $1.77万 | 0.01% | 228 | -49 | -17.7% | -$3,807 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.76万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $1.72万 | 0.01% | 30 | -75 | -71.4% | -$4.29万 | 减仓 |
| HESM | HESS MIDSTREAM LP CL A SHS | $1.71万 | 0.01% | 440 | 440 | — | $1.71万 | 新建仓 |
| — | AVALONBAY CMNTYS INC COM | $1.63万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG SHS | $1.56万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $1.53万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $1.53万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $1.52万 | 0.01% | 158 | 1 | 0.6% | $96 | 加仓 |
| WY | WEYERHAEUSER CO COM NEW | $1.52万 | 0.01% | 621 | 5 | 0.8% | $122 | 加仓 |
| — | PHARMING GROUP NV SPON ADS | $1.45万 | 0.01% | 870 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA SPONSORED ADR | $1.45万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.42万 | 0.01% | 369 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP COM | $1.40万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC COM | $1.39万 | 0.01% | 396 | -133 | -25.1% | -$4,679 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1.36万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $1.36万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $1.31万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $1.23万 | 0.01% | 325 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP COM | $1.17万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC COM | $1.16万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $1.11万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD SHS | $1.11万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP COM | $1.10万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $1.10万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB 1000 INDEX ETF | $1.02万 | 0.01% | 326 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $1.02万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $1.01万 | 0.01% | 225 | 225 | — | $1.01万 | 新建仓 |
| PWR | QUANTA SVCS INC COM | $9,882 | 0.01% | 18 | 0 | 0.0% | — | 不变 |