13F 机构持仓

Sherrill & Hutchins Financial Advisory, Inc

ATLANTA GA · SEC CIK 0002005607

2026Q22026Q1 更早 9 个季度 🔒
$2.09亿2026Q2 申报市值
20持仓数
98.3%前十大占比 · 第一大 25.2%
4 / 0新建仓 / 清仓
申报市值走势$2.09亿2026Q2
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

VONE 25.2%
FBND 20.5%
QGRO 17.2%
AVUV 17.2%
DFIS 9.2%
FLQM 6.8%
SCHK 0.8%
HD 0.6%
VOO 0.3%
GOOGL 0.3%

2026Q2 买入最多 按季末市值估算

DFIS 加仓+$1,835.25万
QGRO 加仓+$446.08万
FBND 加仓+$174.93万
GOOGL 新建仓+$70.05万
SPY 新建仓+$46.06万

2026Q2 卖出最多 按季末市值估算

AVUV 减仓-$217.69万
VONE 减仓-$57.82万
HD 减仓-$3.67万

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
VONE VANGUARD SCOTTSDALE FDS $5,277.19万25.23%155,798 -1,707-1.1% -$57.82万 减仓
FBND FIDELITY MERRIMACK STR TR $4,294.38万20.53%943,913 38,4514.2% $174.93万 加仓
QGRO AMERICAN CENTY ETF TR $3,607.77万17.25%305,614 37,78714.1% $446.08万 加仓
AVUV AMERICAN CENTY ETF TR $3,601.42万17.22%288,668 -17,449-5.7% -$217.69万 减仓
DFIS DIMENSIONAL ETF TRUST $1,928.96万9.22%550,660 523,9081,958.4% $1,835.25万 加仓
FLQM FRANKLIN TEMPLETON ETF TR $1,425.45万6.81%246,185 5,0872.1% $29.45万 加仓
SCHK SCHWAB STRATEGIC TR $167.05万0.80%46,325 90.0% $325 加仓
HD HOME DEPOT INC $115.36万0.55%3,271 -104-3.1% -$3.67万 减仓
VOO VANGUARD INDEX FDS $70.87万0.34%1,032 00.0% — 不变
GOOGL ALPHABET INC $70.05万0.33%1,960 1,960— $70.05万 新建仓
RSP INVESCO EXCHANGE TRADED FD T $66.83万0.32%3,141 341.1% $7,234 加仓
BOND PIMCO ETF TR $52.51万0.25%5,695 711.3% $6,547 加仓
MCBS METROCITY BANKSHARES INC $46.74万0.22%13,024 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $46.06万0.22%617 617— $46.06万 新建仓
FIXD FIRST TR EXCHNG TRADED FD VI $32.44万0.16%7,438 831.1% $3,620 加仓
LLY ELI LILLY & CO $25.79万0.12%215 00.0% — 重新持有
AFL AFLAC INC $24.05万0.11%2,051 00.0% — 不变
IJH ISHARES TR $23.36万0.11%3,030 00.0% — 不变
VT VANGUARD INTL EQUITY INDEX F $22.04万0.11%1,404 1,404— $22.04万 新建仓
NEAR ISHARES U S ETF TR $21.24万0.10%4,192 4,192— $21.24万 新建仓