Sherrill & Hutchins Financial Advisory, Inc
ATLANTA GA · SEC CIK 0002005607
$1.69亿2026Q1 申报市值
15持仓数
99.0%前十大占比 · 第一大 27.5%
5 / 2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
QGRO 新建仓+$2,812.98万
DFIS 新建仓+$90.07万
FLQM 加仓+$77.00万
HD 加仓+$53.68万
BOND 新建仓+$51.90万
2026Q1 卖出最多 按季末市值估算
VONE 减仓-$76.76万
AVUV 减仓-$68.94万
TSLA 清仓-$68.13万
JNJ 清仓-$44.73万
MCBS 减仓-$37.34万
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 |
|---|---|---|---|---|---|---|---|---|
| VONE | VANGUARD SCOTTSDALE FDS | $4,648.30万 | 27.46% | 157,505 | -2,601 | -1.6% | -$76.76万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $4,131.25万 | 24.40% | 905,462 | 8,868 | 1.0% | $40.46万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,381.68万 | 19.97% | 306,117 | -6,241 | -2.0% | -$68.94万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $2,812.98万 | 16.62% | 267,827 | 267,827 | — | $2,812.98万 | 新建仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $1,324.35万 | 7.82% | 241,098 | 14,018 | 6.2% | $77.00万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $145.11万 | 0.86% | 46,316 | 134 | 0.3% | $4,198 | 加仓 |
| HD | HOME DEPOT INC | $111.01万 | 0.66% | 3,375 | 1,632 | 93.6% | $53.68万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $90.07万 | 0.53% | 26,752 | 26,752 | — | $90.07万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $61.66万 | 0.36% | 1,032 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $59.63万 | 0.35% | 3,107 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $51.90万 | 0.31% | 5,624 | 5,624 | — | $51.90万 | 新建仓 |
| MCBS | METROCITY BANKSHARES INC | $37.34万 | 0.22% | 13,024 | -13,024 | -50.0% | -$37.34万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $32.06万 | 0.19% | 7,355 | 7,355 | — | $32.06万 | 新建仓 |
| AFL | AFLAC INC | $22.50万 | 0.13% | 2,051 | -107 | -5.0% | -$1.17万 | 减仓 |
| IJH | ISHARES TR | $20.46万 | 0.12% | 3,030 | 3,030 | — | $20.46万 | 新建仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -1,515 | -100.0% | -$68.13万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -2,161 | -100.0% | -$44.73万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |