13F 机构持仓

Sierra Capital LLC

MIAMI FL · SEC CIK 0001787274

2026Q22026Q1 更早 9 个季度 🔒
$10.35亿2026Q2 申报市值
228持仓数
34.8%前十大占比 · 第一大 6.7%
21 / 14新建仓 / 清仓
申报市值走势$10.35亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 6.7%
iShares Short 3.9%
iShares Core M 3.7%
iShares MSCI E 3.6%
iShares S&P 50 3.3%
AAPL 3.0%
iShares S&P 50 3.0%
iShares MSCI U 2.9%
iShares Core S 2.4%
BRK/B 2.4%

2026Q2 买入最多 按季末市值估算

iShares MSCI Wor 加仓+$1,660.39万
iShares Core S&P 加仓+$1,015.01万
iShares Short Du 加仓+$650.95万
iShares S&P 500 加仓+$359.73万
Ish Usd Float Bo 加仓+$313.65万

2026Q2 卖出最多 按季末市值估算

iShares MSCI Wor 清仓-$1,453.50万
iShares Core S&P 清仓-$942.00万
iShares MSCI EM 减仓-$383.29万
iShares Treasury 减仓-$350.29万
iShares Core MSC 减仓-$337.37万

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
VOO Vanguard S&P 500 ETF $6,904.84万6.67%100,535 -703-0.7% -$48.28万 减仓
— iShares Short Duration Corp Bond UCITS ETF (Acc) $4,016.64万3.88%6,290,739 1,019,49419.3% $650.95万 加仓
— iShares Core MSCI EMU UCITS ETF (Acc) $3,782.69万3.66%134,257 -11,974-8.2% -$337.37万 减仓
— iShares MSCI EM ex-China UCITS ETF (Acc) $3,695.01万3.57%3,840,624 -398,392-9.4% -$383.29万 减仓
— iShares S&P 500 Equal Weight UCITS ETF (Acc) $3,454.37万3.34%4,461,245 20,1890.5% $15.63万 加仓
AAPL Apple $3,103.95万3.00%107,270 -180-0.2% -$5.21万 减仓
— iShares S&P 500 Swap UCITS ETF (Acc) $3,079.33万2.98%2,458,749 287,23213.2% $359.73万 加仓
— iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF (Acc) $2,978.74万2.88%41,760 -595-1.4% -$42.44万 减仓
— iShares Core S&P 500 UCITS ETF (Acc) $2,500.56万2.42%31,042 -926-2.9% -$74.59万 减仓
BRK/B Berkshire Hathaway Inc. Class B $2,472.03万2.39%49,402 2,1654.6% $108.33万 加仓
— iShares US Mortgage Backed Securities UCITS ETF (Acc) $2,074.40万2.00%3,694,383 -30,789-0.8% -$17.29万 减仓
— iShares MSCI Japan UCITS ETF (Acc) $2,020.94万1.95%70,052 3600.5% $10.39万 加仓
— Ish Usd Float Bond Usd Acc Held BY Euroclear $1,911.20万1.85%2,904,123 476,59419.6% $313.65万 加仓
— iShares MSCI World UCITS ETF (Dist) $1,850.51万1.79%180,388 161,855873.3% $1,660.39万 加仓
VO Vanguard Mid-Cap ETF $1,820.57万1.76%225,962 -2,138-0.9% -$17.23万 减仓
AMZN Amazon Com Inc $1,588.82万1.54%66,662 -1,351-2.0% -$32.20万 减仓
— iShares US Treas 0-1YR Usd A UCITS $1,580.91万1.53%130,805 17,82015.8% $215.37万 加仓
IVV iShares Core S&P 500 ETF $1,573.55万1.52%21,012 20.0% $1,498 加仓
GOOGL Alphabet Inc. Class A $1,509.85万1.46%42,249 -3-0.0% -$1,072 减仓
— iShares Core S&P 500 UCITS ETF USD (Dist) $1,490.19万1.44%199,978 136,211213.6% $1,015.01万 加仓
— iShares MSCI ACWI UCITS ETF (Acc) $1,484.03万1.43%122,759 -1,207-1.0% -$14.59万 减仓
— iShares Usd Short HY CRP Usd Held BY Euroclear $1,468.01万1.42%2,019,546 275,67515.8% $200.39万 加仓
VGK Vanguard FTSE Europe ETF $1,437.15万1.39%162,316 -19-0.0% -$1,682 减仓
— iShares J.P. Morgan EM Bond UCITS ETF (Acc) $1,232.01万1.19%1,857,120 -68,444-3.6% -$45.41万 减仓
IVE iShares S&P 500 Value ETF $1,076.76万1.04%47,422 120.0% $2,725 加仓
VWO Vanguard FTSE Emerging Markets ETF $1,050.99万1.02%176,075 -705-0.4% -$4.21万 减仓
BAC Bank of America $1,029.09万0.99%180,605 -2,008-1.1% -$11.44万 减仓
IWM iShares Russell 2000 ETF $968.73万0.94%32,243 -1,264-3.8% -$37.98万 减仓
— iShares Global Govt Bond UCITS ETF (Acc) $954.20万0.92%2,028,599 00.0% — 不变
BRK/A Berkshire Hathaway Inc. Class A $898.62万0.87%12 00.0% — 不变
— iShares Treasury Bond 1-3yr UCITS ETF (Acc) $896.34万0.87%1,507,212 321,63727.1% $191.28万 加仓
IWD iShares Russell 1000 Value ETF $895.25万0.87%36,928 110.0% $2,667 加仓
— Invesco Preferred Shares UCITS ETF (Acc) $887.58万0.86%191,351 7,7404.2% $35.90万 加仓
— iShares Core MSCI EMU UCITS ETF (Acc) $884.78万0.86%31,403 -4,728-13.1% -$133.21万 减仓
— SPDR S&P 400 US Mid Cap UCITS ETF (Acc) $845.19万0.82%70,674 -350-0.5% -$4.19万 减仓
GSEW Goldman Sachs Equal Weight U.S. Large Cap ETF $803.86万0.78%85,137 -2,986-3.4% -$28.19万 减仓
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF $797.54万0.77%158,336 -2,322-1.4% -$11.70万 减仓
FLOT iShares Floating Rate Bond ETF $789.98万0.76%154,747 13,4169.5% $68.49万 加仓
— iShares Corp Bond UCITS ETF (Acc) $783.27万0.76%1,229,815 262,56327.1% $167.23万 加仓
XLF Financial Select Sector SPDR Fund $761.94万0.74%142,127 -14,618-9.3% -$78.37万 减仓
EMXC iShares MSCI Emerging Markets ex China ETF $760.77万0.74%74,366 -182-0.2% -$1.86万 减仓
— Invesco USD AAA CLO UCITS ETF (Acc) $717.98万0.69%336,035 00.0% — 不变
— iShares MSCI EM UCITS ETF USD (Acc) $702.41万0.68%107,107 00.0% — 不变
JMST JPMorgan Ultra-Short Municipal ETF $701.86万0.68%137,619 00.0% — 不变
GOOG Alphabet Inc. Class C $685.28万0.66%19,395 00.0% — 不变
— iShares US Aggregate Bond UCITS ETF (Acc) $674.05万0.65%1,166,575 245,61326.7% $141.92万 加仓
VGT Vanguard Info Tech ETF $654.16万0.63%54,732 -3,988-6.8% -$47.66万 减仓
MSFT Microsoft $634.33万0.61%17,005 1,1046.9% $41.18万 加仓
SPY SPDR S&P 500 ETF Trust $630.49万0.61%8,443 4255.3% $31.74万 加仓
META Meta Platforms Inc (Facebook) $603.82万0.58%10,720 5625.5% $31.66万 加仓
— iShares Short Duration Corp Bond UCITS ETF (Dist) $574.49万0.56%57,593 3,9887.4% $39.78万 加仓
NVDA Nvidia Corp $557.39万0.54%27,857 -232-0.8% -$4.64万 减仓
— iShares NASDAQ 100 UCITS ETF (Acc) $549.66万0.53%3,175 -90-2.8% -$15.58万 减仓
— iShares Core MSCI Europe UCITS ETF (Dist) $521.69万0.50%113,368 00.0% — 不变
IVW iShares S&P 500 Growth ETF $516.18万0.50%37,532 00.0% — 不变
EWJ iShares MSCI Japan ETF $508.54万0.49%54,382 -679-1.2% -$6.35万 减仓
IWF iShares Russell 1000 Growth ETF $482.67万0.47%38,872 00.0% — 不变
— iShares US Property Yield UCITS ETF (Dist) $433.36万0.42%129,787 00.0% — 不变
VIS Vanguard Industrials ETF $432.28万0.42%11,995 00.0% — 不变
— Invesco USD AT1 CoCo Bond UCITS ETF (Acc) $402.90万0.39%132,971 00.0% — 不变
IWN iShares Russell 2000 Value ETF $392.46万0.38%17,742 30.0% $664 加仓
IEFA iShares Core MSCI EAFE ETF $389.86万0.38%40,367 00.0% — 不变
— iShares High Yield Corp Bond UCITS ETF (Acc) $366.65万0.35%488,803 -20,328-4.0% -$15.25万 减仓
— iShares Core MSCI World UCITS ETF (Acc) $348.82万0.34%24,300 00.0% — 不变
ACWX iShares MSCI ACWI ex U.S. ETF $347.36万0.34%45,639 1450.3% $1.10万 加仓
VIOO Vanguard S&P Small-Cap 600 ETF $334.41万0.32%24,313 00.0% — 不变
XLV Health Care Select Sector SPDR Fund $324.32万0.31%20,441 2,53014.1% $40.14万 加仓
— iShares J.P. Morgan EM Local Govt Bond UCITS ETF (Dist) $318.66万0.31%68,985 00.0% — 不变
VPL Vanguard FTSE Pacific ETF $309.89万0.30%26,786 00.0% — 不变
— iShares S&P 500 Consumer Staples Sector UCITS ETF (Acc) $293.16万0.28%293,453 30,43211.6% $30.40万 加仓
PFF iShares U.S. Preferred Stock ETF $277.45万0.27%90,996 -565-0.6% -$1.72万 减仓
MBB iShares MBS ETF $272.72万0.26%28,777 00.0% — 不变
AVGO Broadcom Limited $269.75万0.26%7,141 991.4% $3.74万 加仓
AGG iShares Core U.S. Aggregate Bond ETF $269.23万0.26%27,201 3,67215.6% $36.34万 加仓
IWP iShares Russell Mid-Cap Growth ETF $268.57万0.26%18,343 1981.1% $2.90万 加仓
VOOG Vanguard S&P 500 Growth ETF $259.92万0.25%31,459 -539-1.7% -$4.45万 减仓
GSLC Goldman Sachs Actvbeta US LRG ETF $253.25万0.24%17,848 -168-0.9% -$2.38万 减仓
IJJ iShares S&P Mid-Cap 400 Value ETF $246.61万0.24%16,693 -2,025-10.8% -$29.92万 减仓
— iShares Treasury Bond 7-10yr UCITS ETF USD (Acc) $246.05万0.24%15,873 -22,598-58.7% -$350.29万 减仓
JAAA Janus Henderson AAA CLO ETF $240.43万0.23%47,619 -1,250-2.6% -$6.31万 减仓
QQQ Invesco QQQ Trust ETF $239.99万0.23%3,259 00.0% — 不变
VAW Vanguard Materials ETF $237.90万0.23%10,398 00.0% — 不变
URTH iShares MSCI World ETF $236.10万0.23%11,651 8507.9% $17.22万 加仓
VB Vanguard Small Cap ETF $228.86万0.22%7,550 00.0% — 不变
TSM Taiwan SMCNDCTR MFG Co LTD ADR $227.51万0.22%4,764 00.0% — 不变
TSLA Tesla Inc $218.08万0.21%5,185 2304.6% $9.67万 加仓
JNJ Johnson & Johnson $207.16万0.20%8,157 00.0% — 不变
— iShares S&P SmallCap 600 UCITS ETF $207.12万0.20%17,224 00.0% — 不变
AMLP Alerian MLP ETF $201.49万0.19%38,860 -7,029-15.3% -$36.45万 减仓
HYG iShares iBoxx High Yield Corporate Bond ETF $194.75万0.19%24,352 3,84618.8% $30.76万 加仓
— iShares S&P 500 Health Care Sector UCITS ETF (Acc) $189.15万0.18%147,431 46,33345.8% $59.45万 加仓
BX Blackstone Group Inc $188.01万0.18%15,978 -83-0.5% -$9,766 减仓
— iShares Global Govt Bond UCITS ETF (Dist) $183.19万0.18%20,642 00.0% — 不变
ACWI iShares MSCI ACWI ETF $181.82万0.18%11,583 3,27839.5% $51.46万 加仓
— iShares S&P 500 Utilities Sector UCITS ETF (Acc) $171.84万0.17%151,065 33,36828.4% $37.96万 加仓
SHYG iShares 0-5 Year High Yield Corporate Bond ETF $169.28万0.16%39,915 13,23349.6% $56.12万 加仓
VOOV Vanguard S&P 500 Value ETF $167.94万0.16%7,661 -154-2.0% -$3.38万 减仓
VNQ Vanguard Real Estate ETF $165.03万0.16%17,114 30.0% $289 加仓
APO Apollo Global MGMT $160.51万0.16%13,567 00.0% — 不变
VOT Vanguard Mid-Cap Growth ETF $159.14万0.15%5,196 -35-0.7% -$1.07万 减仓