Sherrill & Hutchins Financial Advisory, Inc
ATLANTA GA · SEC CIK 0002005607
$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
26Q126Q2
前十大持仓 占组合比例
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 | 38,451 | 4.2% | $174.93万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $3,607.77万 | 17.25% | 305,614 | 37,787 | 14.1% | $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 | 523,908 | 1,958.4% | $1,835.25万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $1,425.45万 | 6.81% | 246,185 | 5,087 | 2.1% | $29.45万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $167.05万 | 0.80% | 46,325 | 9 | 0.0% | $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 | 0 | 0.0% | — | 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 | 34 | 1.1% | $7,234 | 加仓 |
| BOND | PIMCO ETF TR | $52.51万 | 0.25% | 5,695 | 71 | 1.3% | $6,547 | 加仓 |
| MCBS | METROCITY BANKSHARES INC | $46.74万 | 0.22% | 13,024 | 0 | 0.0% | — | 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 | 83 | 1.1% | $3,620 | 加仓 |
| LLY | ELI LILLY & CO | $25.79万 | 0.12% | 215 | 0 | 0.0% | — | 重新持有 |
| AFL | AFLAC INC | $24.05万 | 0.11% | 2,051 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $23.36万 | 0.11% | 3,030 | 0 | 0.0% | — | 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 |