Sheridan Capital Management, LLC
San Rafael CA · SEC CIK 0001926753
$1.90亿2026Q1 申报市值
31持仓数
80.7%前十大占比 · 第一大 18.0%
0 / 3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
PYLD 加仓+$343.88万
BOND 加仓+$107.72万
IWF 加仓+$74.53万
MGV 加仓+$63.88万
VTIP 加仓+$50.23万
2026Q1 卖出最多 按季末市值估算
TLH 清仓-$610.74万
IAU 减仓-$97.50万
XCEM 减仓-$82.86万
META 清仓-$33.04万
EMGF 清仓-$23.89万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| PYLD | PIMCO ETF TR | $3,410.51万 | 17.98% | 1,301,720 | 131,253 | 11.2% | $343.88万 | 加仓 |
| IWF | ISHARES TR | $3,038.82万 | 16.02% | 71,267 | 1,748 | 2.5% | $74.53万 | 加仓 |
| AGG | ISHARES TR | $2,253.46万 | 11.88% | 227,003 | 1,423 | 0.6% | $14.13万 | 加仓 |
| MGV | VANGUARD WORLD FD | $2,162.39万 | 11.40% | 149,182 | 4,407 | 3.0% | $63.88万 | 加仓 |
| BOND | PIMCO ETF TR | $1,255.23万 | 6.62% | 136,024 | 11,673 | 9.4% | $107.72万 | 加仓 |
| IEFA | ISHARES TR | $778.11万 | 4.10% | 85,950 | -1,464 | -1.7% | -$13.25万 | 减仓 |
| IWV | ISHARES TR | $772.85万 | 4.07% | 20,850 | 61 | 0.3% | $2.26万 | 加仓 |
| QUAL | ISHARES TR | $567.87万 | 2.99% | 29,606 | 14 | 0.0% | $2,685 | 加仓 |
| VGT | VANGUARD WORLD FD | $552.19万 | 2.91% | 7,915 | 19 | 0.2% | $1.33万 | 加仓 |
| ILCV | ISHARES TR | $518.22万 | 2.73% | 55,639 | 1,768 | 3.3% | $16.47万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $476.59万 | 2.51% | 81,916 | -3,713 | -4.3% | -$21.60万 | 减仓 |
| SGOV | ISHARES TR | $402.00万 | 2.12% | 39,936 | 1,606 | 4.2% | $16.17万 | 加仓 |
| IUSB | ISHARES TR | $315.11万 | 1.66% | 68,220 | -4,057 | -5.6% | -$18.74万 | 减仓 |
| MGK | VANGUARD WORLD FD | $305.93万 | 1.61% | 8,336 | 161 | 2.0% | $5.91万 | 加仓 |
| USMV | ISHARES TR | $246.46万 | 1.30% | 26,575 | 138 | 0.5% | $1.28万 | 加仓 |
| URTH | ISHARES INC | $241.51万 | 1.27% | 13,416 | -199 | -1.5% | -$3.58万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $236.38万 | 1.25% | 65,261 | -626 | -1.0% | -$2.27万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $235.81万 | 1.24% | 47,210 | 10,057 | 27.1% | $50.23万 | 加仓 |
| IVV | ISHARES TR | $175.84万 | 0.93% | 2,692 | -5 | -0.2% | -$3,266 | 减仓 |
| MGC | VANGUARD WORLD FD | $166.77万 | 0.88% | 7,056 | -21 | -0.3% | -$4,963 | 减仓 |
| AAPL | APPLE INC | $145.47万 | 0.77% | 5,732 | -336 | -5.5% | -$8.53万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $144.91万 | 0.76% | 14,500 | 4,475 | 44.6% | $44.72万 | 加仓 |
| QQQ | INVESCO QQQ TR | $122.16万 | 0.64% | 2,117 | -16 | -0.8% | -$9,233 | 减仓 |
| IAU | ISHARES GOLD TR | $102.03万 | 0.54% | 11,573 | -11,060 | -48.9% | -$97.50万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $94.63万 | 0.50% | 23,431 | -20,517 | -46.7% | -$82.86万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $68.78万 | 0.36% | 10,733 | -1,275 | -10.6% | -$8.17万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $60.12万 | 0.32% | 12,050 | 3,500 | 40.9% | $17.46万 | 加仓 |
| GOOGL | ALPHABET INC | $49.81万 | 0.26% | 1,732 | -153 | -8.1% | -$4.40万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $26.61万 | 0.14% | 1,526 | -53 | -3.4% | -$9,243 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $25.72万 | 0.14% | 1,411 | 1 | 0.1% | $182 | 加仓 |
| OEF | ISHARES TR | $21.18万 | 0.11% | 666 | -101 | -13.2% | -$3.21万 | 减仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -60,071 | -100.0% | -$610.74万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -500 | -100.0% | -$33.04万 | 清仓 |
| EMGF | ISHARES INC | $0 | 0.00% | 0 | -4,129 | -100.0% | -$23.89万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |