Sherman Wealth Management LLC
GAITHERSBURG MD · SEC CIK 0002096110
$1.16亿2026Q1 申报市值
80持仓数
53.0%前十大占比 · 第一大 10.2%
6 / 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
BOXX 加仓+$117.83万
JBND 加仓+$97.61万
JPST 加仓+$85.66万
SPDW 加仓+$77.73万
BINC 加仓+$61.69万
2026Q1 卖出最多 按季末市值估算
TQQQ 减仓-$45.68万
IGV 减仓-$36.79万
QUAL 减仓-$34.39万
SPLV 减仓-$27.15万
PEP 清仓-$23.72万
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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,653 | -100.0% | -$23.72万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -3,175 | -100.0% | -$22.20万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,049 | -100.0% | -$20.09万 | 清仓 |
| IVV | ISHARES TR | $20.12万 | 0.17% | 308 | 1 | 0.3% | $653 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $20.24万 | 0.17% | 1,545 | 1,545 | — | $20.24万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $20.85万 | 0.18% | 2,530 | 12 | 0.5% | $989 | 加仓 |
| RGLD | ROYAL GOLD INC | $20.96万 | 0.18% | 824 | 824 | — | $20.96万 | 新建仓 |
| — | LAZARD ACTIVE ETF TR | $21.01万 | 0.18% | 7,839 | 7,839 | — | $21.01万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $21.13万 | 0.18% | 4,359 | 15 | 0.3% | $727 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $22.14万 | 0.19% | 8,821 | 25 | 0.3% | $627 | 加仓 |
| RSSB | TIDAL TRUST II | $22.58万 | 0.19% | 8,299 | 8,299 | — | $22.58万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $22.86万 | 0.20% | 3,104 | -2,000 | -39.2% | -$14.73万 | 减仓 |
| GEV | GE VERNOVA INC | $24.90万 | 0.21% | 285 | 285 | — | $24.90万 | 新建仓 |
| ILCG | ISHARES TR | $25.23万 | 0.22% | 2,643 | 2 | 0.1% | $191 | 加仓 |
| ACWV | ISHARES INC | $25.28万 | 0.22% | 2,116 | -19 | -0.9% | -$2,270 | 减仓 |
| AOM | ISHARES TR | $25.50万 | 0.22% | 5,383 | -13 | -0.2% | -$616 | 减仓 |
| SLYV | SPDR SERIES TRUST | $25.79万 | 0.22% | 2,727 | 12 | 0.4% | $1,135 | 加仓 |
| NOBL | PROSHARES TR | $26.97万 | 0.23% | 2,544 | -322 | -11.2% | -$3.41万 | 减仓 |
| META | META PLATFORMS INC | $28.15万 | 0.24% | 492 | 10 | 2.1% | $5,721 | 加仓 |
| ROKU | ROKU INC | $28.39万 | 0.24% | 3,000 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $28.59万 | 0.25% | 1,457 | 8 | 0.6% | $1,570 | 加仓 |
| LGLV | SPDR SERIES TRUST | $29.71万 | 0.26% | 1,668 | 15 | 0.9% | $2,672 | 加仓 |
| IGV | ISHARES TR | $30.90万 | 0.27% | 3,860 | -4,595 | -54.3% | -$36.79万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $30.94万 | 0.27% | 6,403 | 51 | 0.8% | $2,464 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $31.21万 | 0.27% | 2,825 | 2,825 | — | $31.21万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $31.33万 | 0.27% | 676 | 2 | 0.3% | $927 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.63万 | 0.27% | 660 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $32.28万 | 0.28% | 1,138 | 2 | 0.2% | $567 | 加仓 |
| IWB | ISHARES TR | $32.43万 | 0.28% | 910 | -5 | -0.5% | -$1,782 | 减仓 |
| SPTM | SPDR SERIES TRUST | $35.43万 | 0.30% | 4,482 | -54 | -1.2% | -$4,269 | 减仓 |
| TMFC | RBB FD INC | $36.36万 | 0.31% | 5,511 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $38.90万 | 0.33% | 1,183 | 15 | 1.3% | $4,932 | 加仓 |
| AMZN | AMAZON COM INC | $38.95万 | 0.33% | 1,870 | 557 | 42.4% | $11.60万 | 加仓 |
| — | EXXON MOBIL CORP | $46.33万 | 0.40% | 2,731 | 43 | 1.6% | $7,294 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $49.58万 | 0.43% | 2,437 | 5 | 0.2% | $1,017 | 加仓 |
| MSFT | MICROSOFT CORP | $51.21万 | 0.44% | 1,384 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $53.03万 | 0.46% | 2,266 | -171 | -7.0% | -$4.00万 | 减仓 |
| IWS | ISHARES TR | $53.97万 | 0.46% | 3,703 | -15 | -0.4% | -$2,186 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $58.15万 | 0.50% | 18,954 | 31 | 0.2% | $951 | 加仓 |
| ISPY | PROSHARES TR | $59.34万 | 0.51% | 13,688 | -2,751 | -16.7% | -$11.93万 | 减仓 |
| VCR | VANGUARD WORLD FD | $59.62万 | 0.51% | 1,661 | -7 | -0.4% | -$2,512 | 减仓 |
| GOOG | ALPHABET INC | $60.35万 | 0.52% | 2,104 | 3 | 0.1% | $861 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $62.83万 | 0.54% | 12,726 | 65 | 0.5% | $3,209 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $62.90万 | 0.54% | 11,098 | 1,933 | 21.1% | $10.96万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $65.18万 | 0.56% | 1,002 | 3 | 0.3% | $1,952 | 加仓 |
| VOE | VANGUARD INDEX FDS | $67.40万 | 0.58% | 3,658 | -27 | -0.7% | -$4,975 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $81.21万 | 0.70% | 3,985 | -841 | -17.4% | -$17.14万 | 减仓 |
| IJS | ISHARES TR | $81.94万 | 0.70% | 6,918 | 13 | 0.2% | $1,540 | 加仓 |
| AAEQ | EA SERIES TRUST | $82.80万 | 0.71% | 17,799 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $85.40万 | 0.73% | 15,800 | 669 | 4.4% | $3.62万 | 加仓 |
| MTUM | ISHARES TR | $85.51万 | 0.73% | 3,563 | -31 | -0.9% | -$7,440 | 减仓 |
| AAUS | EA SERIES TRUST | $91.90万 | 0.79% | 17,545 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $92.88万 | 0.80% | 16,415 | 7 | 0.0% | $396 | 加仓 |
| QQQ | INVESCO QQQ TR | $97.42万 | 0.84% | 1,688 | 2 | 0.1% | $1,154 | 加仓 |
| EFG | ISHARES TR | $102.45万 | 0.88% | 9,199 | -30 | -0.3% | -$3,341 | 减仓 |
| SPYG | SPDR SERIES TRUST | $108.36万 | 0.93% | 11,068 | 162 | 1.5% | $1.59万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $111.79万 | 0.96% | 2,559 | -49 | -1.9% | -$2.14万 | 减仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $126.85万 | 1.09% | 17,806 | -709 | -3.8% | -$5.05万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $130.94万 | 1.12% | 6,027 | 430 | 7.7% | $9.34万 | 加仓 |
| TQQQ | PROSHARES TR | $132.16万 | 1.14% | 31,708 | -10,960 | -25.7% | -$45.68万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $146.38万 | 1.26% | 19,468 | 6,102 | 45.7% | $45.88万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $149.21万 | 1.28% | 4,651 | 14 | 0.3% | $4,491 | 加仓 |
| NVDA | NVIDIA CORPORATION | $153.94万 | 1.32% | 8,827 | 59 | 0.7% | $1.03万 | 加仓 |
| IJR | ISHARES TR | $155.12万 | 1.33% | 12,478 | -174 | -1.4% | -$2.16万 | 减仓 |
| SYLD | CAMBRIA ETF TR | $160.41万 | 1.38% | 21,272 | -235 | -1.1% | -$1.77万 | 减仓 |
| IEMG | ISHARES INC | $167.55万 | 1.44% | 24,022 | 1,516 | 6.7% | $10.57万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $176.42万 | 1.52% | 33,973 | 11,879 | 53.8% | $61.69万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $187.46万 | 1.61% | 39,962 | 2,487 | 6.6% | $11.67万 | 加仓 |
| DGRW | WISDOMTREE TR | $188.57万 | 1.62% | 21,468 | 217 | 1.0% | $1.91万 | 加仓 |
| AAPL | APPLE INC | $230.21万 | 1.98% | 9,071 | -337 | -3.6% | -$8.55万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $234.63万 | 2.02% | 32,079 | -3,712 | -10.4% | -$27.15万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $252.61万 | 2.17% | 6,196 | 222 | 3.7% | $9.05万 | 加仓 |
| BIL | SPDR SERIES TRUST | $272.56万 | 2.34% | 29,742 | -251 | -0.8% | -$2.30万 | 减仓 |
| USMV | ISHARES TR | $287.97万 | 2.47% | 31,052 | 642 | 2.1% | $5.95万 | 加仓 |
| BOXX | EA SERIES TRUST | $309.24万 | 2.66% | 26,592 | 10,132 | 61.6% | $117.83万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $317.72万 | 2.73% | 49,581 | 1,485 | 3.1% | $9.52万 | 加仓 |
| QUAL | ISHARES TR | $396.54万 | 3.41% | 20,673 | -1,793 | -8.0% | -$34.39万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $423.51万 | 3.64% | 78,764 | 18,153 | 30.0% | $97.61万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $593.94万 | 5.10% | 117,357 | 16,926 | 16.9% | $85.66万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $723.38万 | 6.21% | 158,463 | 17,028 | 12.0% | $77.73万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $769.90万 | 6.61% | 51,985 | -1,543 | -2.9% | -$22.85万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,166.03万 | 10.02% | 54,219 | 2,570 | 5.0% | $55.27万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,185.42万 | 10.18% | 32,262 | -252 | -0.8% | -$9.26万 | 减仓 |