Sheridan Capital Management, LLC
San Rafael CA · SEC CIK 0001926753
$2.08亿2026Q2 申报市值
31持仓数
80.9%前十大占比 · 第一大 17.5%
0 / 1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
PYLD 加仓+$90.30万
IWF 加仓+$88.37万
MGV 加仓+$80.06万
VGT 加仓+$25.76万
USMV 加仓+$24.38万
2026Q2 卖出最多 按季末市值估算
XCEM 清仓-$94.63万
AGG 减仓-$38.64万
VTEI 减仓-$24.99万
IWV 减仓-$16.84万
IEFA 减仓-$11.81万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $3,628.07万 | 17.46% | 292,185 | 7,117 | 2.5% | $88.37万 | 加仓 |
| PYLD | PIMCO ETF TR | $3,542.47万 | 17.05% | 1,335,771 | 34,051 | 2.6% | $90.30万 | 加仓 |
| MGV | VANGUARD WORLD FD | $2,518.45万 | 12.12% | 154,080 | 4,898 | 3.3% | $80.06万 | 加仓 |
| AGG | ISHARES TR | $2,208.24万 | 10.63% | 223,099 | -3,904 | -1.7% | -$38.64万 | 减仓 |
| BOND | PIMCO ETF TR | $1,246.73万 | 6.00% | 135,205 | -819 | -0.6% | -$7.55万 | 减仓 |
| IWV | ISHARES TR | $872.21万 | 4.20% | 20,455 | -395 | -1.9% | -$16.84万 | 减仓 |
| IEFA | ISHARES TR | $818.30万 | 3.94% | 84,727 | -1,223 | -1.4% | -$11.81万 | 减仓 |
| VGT | VANGUARD WORLD FD | $782.56万 | 3.77% | 65,475 | 2,155 | 3.4% | $25.76万 | 加仓 |
| QUAL | ISHARES TR | $639.74万 | 3.08% | 29,154 | -452 | -1.5% | -$9.92万 | 减仓 |
| ILCV | ISHARES TR | $561.07万 | 2.70% | 55,420 | -219 | -0.4% | -$2.22万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $548.13万 | 2.64% | 80,595 | -1,321 | -1.6% | -$8.98万 | 减仓 |
| SGOV | ISHARES TR | $403.34万 | 1.94% | 40,065 | 129 | 0.3% | $1.30万 | 加仓 |
| MGK | VANGUARD WORLD FD | $366.77万 | 1.76% | 41,720 | 40 | 0.1% | $3,516 | 加仓 |
| IUSB | ISHARES TR | $318.18万 | 1.53% | 68,945 | 725 | 1.1% | $3.35万 | 加仓 |
| URTH | ISHARES INC | $293.20万 | 1.41% | 14,469 | 1,053 | 7.8% | $21.34万 | 加仓 |
| USMV | ISHARES TR | $280.73万 | 1.35% | 29,102 | 2,527 | 9.5% | $24.38万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $278.63万 | 1.34% | 64,633 | -628 | -1.0% | -$2.71万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $248.61万 | 1.20% | 49,494 | 2,284 | 4.8% | $11.47万 | 加仓 |
| IVV | ISHARES TR | $199.35万 | 0.96% | 2,662 | -30 | -1.1% | -$2.25万 | 减仓 |
| MGC | VANGUARD WORLD FD | $187.63万 | 0.90% | 6,857 | -199 | -2.8% | -$5.45万 | 减仓 |
| AAPL | APPLE INC | $165.92万 | 0.80% | 5,734 | 2 | 0.0% | $579 | 加仓 |
| QQQ | INVESCO QQQ TR | $162.86万 | 0.78% | 2,211 | 94 | 4.4% | $6.92万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $121.42万 | 0.58% | 12,025 | -2,475 | -17.1% | -$24.99万 | 减仓 |
| IAU | ISHARES GOLD TR | $80.12万 | 0.39% | 10,610 | -963 | -8.3% | -$7.27万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $70.53万 | 0.34% | 9,899 | -834 | -7.8% | -$5.94万 | 减仓 |
| GOOGL | ALPHABET INC | $61.90万 | 0.30% | 1,732 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $60.95万 | 0.29% | 12,050 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $32.88万 | 0.16% | 1,410 | -1 | -0.1% | -$233 | 减仓 |
| NVDA | NVIDIA CORPORATION | $30.53万 | 0.15% | 1,526 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $27.03万 | 0.13% | 765 | 100 | 15.0% | $3.53万 | 重新持有 |
| OEF | ISHARES TR | $24.37万 | 0.12% | 666 | 0 | 0.0% | — | 不变 |
| XCEM | COLUMBIA ETF TR II | $0 | 0.00% | 0 | -23,431 | -100.0% | -$94.63万 | 清仓 |