Sherman Wealth Management LLC
GAITHERSBURG MD · SEC CIK 0002096110
$1.33亿2026Q2 申报市值
84持仓数
52.1%前十大占比 · 第一大 10.6%
7 / 3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
EA SERIES TRUST 新建仓+$78.12万
SPDW 加仓+$47.44万
JBND 加仓+$42.81万
JPST 加仓+$37.26万
VIG 加仓+$35.90万
2026Q2 卖出最多 按季末市值估算
BOXX 减仓-$70.41万
JEPI 清仓-$62.90万
VCR 减仓-$25.42万
USMV 减仓-$23.48万
RGLD 清仓-$20.96万
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 |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -11,098 | -100.0% | -$62.90万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -824 | -100.0% | -$20.96万 | 清仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $0 | 0.00% | 0 | -1,545 | -100.0% | -$20.24万 | 清仓 |
| AIQ | GLOBAL X FDS | $21.51万 | 0.16% | 3,278 | 3,278 | — | $21.51万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $21.86万 | 0.16% | 2,978 | -126 | -4.1% | -$9,249 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $22.71万 | 0.17% | 2,564 | 34 | 1.3% | $3,011 | 加仓 |
| IVV | ISHARES TR | $23.13万 | 0.17% | 309 | 1 | 0.3% | $748 | 加仓 |
| — | LAZARD ACTIVE ETF TR | $23.27万 | 0.18% | 8,400 | 561 | 7.2% | $1.55万 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $23.90万 | 0.18% | 2,296 | 2,296 | — | $23.90万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $24.06万 | 0.18% | 4,374 | 15 | 0.3% | $825 | 加仓 |
| VOO | VANGUARD INDEX FDS | $24.92万 | 0.19% | 363 | 363 | — | $24.92万 | 新建仓 |
| IWM | ISHARES TR | $25.28万 | 0.19% | 841 | 841 | — | $25.28万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $25.61万 | 0.19% | 8,844 | 23 | 0.3% | $666 | 加仓 |
| ACWV | ISHARES INC | $25.66万 | 0.19% | 2,135 | 19 | 0.9% | $2,284 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $26.46万 | 0.20% | 414 | 414 | — | $26.46万 | 新建仓 |
| RSSB | TIDAL TRUST II | $26.73万 | 0.20% | 8,689 | 390 | 4.7% | $1.20万 | 加仓 |
| NOBL | PROSHARES TR | $27.33万 | 0.21% | 4,866 | -222 | -4.4% | -$1.25万 | 减仓 |
| META | META PLATFORMS INC | $28.35万 | 0.21% | 503 | 11 | 2.2% | $6,200 | 加仓 |
| SNDK | SANDISK CORP | $29.10万 | 0.22% | 128 | 128 | — | $29.10万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $29.67万 | 0.22% | 2,720 | -7 | -0.3% | -$764 | 减仓 |
| AOM | ISHARES TR | $30.39万 | 0.23% | 6,092 | 709 | 13.2% | $3.54万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $30.54万 | 0.23% | 1,683 | 15 | 0.9% | $2,722 | 加仓 |
| ILCG | ISHARES TR | $30.92万 | 0.23% | 2,643 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $31.81万 | 0.24% | 1,459 | 2 | 0.1% | $436 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.03万 | 0.25% | 660 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $33.54万 | 0.25% | 285 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $34.95万 | 0.26% | 3,858 | -2 | -0.1% | -$181 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $35.45万 | 0.27% | 679 | 3 | 0.4% | $1,566 | 加仓 |
| SPSM | SPDR SERIES TRUST | $37.06万 | 0.28% | 6,427 | 24 | 0.4% | $1,384 | 加仓 |
| IWB | ISHARES TR | $37.33万 | 0.28% | 912 | 2 | 0.2% | $819 | 加仓 |
| — | EXXON MOBIL CORP | $37.59万 | 0.28% | 2,749 | 18 | 0.7% | $2,461 | 加仓 |
| HD | HOME DEPOT INC | $38.53万 | 0.29% | 1,092 | -91 | -7.7% | -$3.21万 | 减仓 |
| VCR | VANGUARD WORLD FD | $40.45万 | 0.30% | 1,020 | -641 | -38.6% | -$25.42万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $40.70万 | 0.31% | 4,483 | 1 | 0.0% | $91 | 加仓 |
| ROKU | ROKU INC | $41.44万 | 0.31% | 3,000 | 0 | 0.0% | — | 不变 |
| TMFC | RBB FD INC | $41.97万 | 0.32% | 5,511 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $42.59万 | 0.32% | 1,140 | 2 | 0.2% | $747 | 加仓 |
| AMZN | AMAZON COM INC | $44.57万 | 0.34% | 1,870 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $44.86万 | 0.34% | 1,203 | -181 | -13.1% | -$6.75万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $54.28万 | 0.41% | 4,351 | 1,526 | 54.0% | $19.04万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $55.64万 | 0.42% | 2,102 | -164 | -7.2% | -$4.34万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $58.22万 | 0.44% | 18,359 | -595 | -3.1% | -$1.89万 | 减仓 |
| IWS | ISHARES TR | $60.07万 | 0.45% | 3,649 | -54 | -1.5% | -$8,889 | 减仓 |
| ISPY | PROSHARES TR | $62.47万 | 0.47% | 12,964 | -724 | -5.3% | -$3.49万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $68.46万 | 0.52% | 12,770 | 44 | 0.3% | $2,359 | 加仓 |
| VOE | VANGUARD INDEX FDS | $72.27万 | 0.54% | 3,658 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $74.42万 | 0.56% | 2,106 | 2 | 0.1% | $707 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $75.04万 | 0.56% | 1,005 | 3 | 0.3% | $2,240 | 加仓 |
| — | EA SERIES TRUST | $78.12万 | 0.59% | 15,273 | 15,273 | — | $78.12万 | 新建仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $87.68万 | 0.66% | 4,000 | 15 | 0.4% | $3,288 | 加仓 |
| IJS | ISHARES TR | $93.20万 | 0.70% | 6,819 | -99 | -1.4% | -$1.35万 | 减仓 |
| AAEQ | EA SERIES TRUST | $94.67万 | 0.71% | 17,799 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $96.26万 | 0.72% | 16,126 | 326 | 2.1% | $1.95万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $100.23万 | 0.75% | 16,488 | 73 | 0.4% | $4,438 | 加仓 |
| AAUS | EA SERIES TRUST | $104.82万 | 0.79% | 17,545 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $115.23万 | 0.87% | 9,261 | 62 | 0.7% | $7,714 | 加仓 |
| MTUM | ISHARES TR | $122.18万 | 0.92% | 3,564 | 1 | 0.0% | $343 | 加仓 |
| QQQ | INVESCO QQQ TR | $124.30万 | 0.94% | 1,688 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $131.09万 | 0.99% | 15,219 | -135 | -0.9% | -$1.16万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $131.61万 | 0.99% | 11,061 | -7 | -0.1% | -$833 | 减仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $140.19万 | 1.06% | 19,387 | 1,581 | 8.9% | $11.43万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $141.57万 | 1.07% | 2,437 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $151.16万 | 1.14% | 6,221 | 194 | 3.2% | $4.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $164.83万 | 1.24% | 8,238 | -589 | -6.7% | -$11.79万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $170.94万 | 1.29% | 32,660 | -1,313 | -3.9% | -$6.87万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $172.52万 | 1.30% | 4,662 | 11 | 0.2% | $4,071 | 加仓 |
| SYLD | CAMBRIA ETF TR | $172.89万 | 1.30% | 21,861 | 589 | 2.8% | $4.66万 | 加仓 |
| IJR | ISHARES TR | $187.38万 | 1.41% | 12,634 | 156 | 1.3% | $2.31万 | 加仓 |
| DGRW | WISDOMTREE TR | $187.46万 | 1.41% | 19,605 | -1,863 | -8.7% | -$17.81万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $188.99万 | 1.42% | 20,975 | 1,507 | 7.7% | $13.58万 | 加仓 |
| IEMG | ISHARES INC | $206.48万 | 1.55% | 24,925 | 903 | 3.8% | $7.48万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $217.29万 | 1.64% | 41,963 | 2,001 | 5.0% | $10.36万 | 加仓 |
| BOXX | EA SERIES TRUST | $240.96万 | 1.81% | 20,579 | -6,013 | -22.6% | -$70.41万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $242.14万 | 1.82% | 32,329 | 250 | 0.8% | $1.87万 | 加仓 |
| AAPL | APPLE INC | $250.03万 | 1.88% | 8,641 | -430 | -4.7% | -$12.44万 | 减仓 |
| TQQQ | PROSHARES TR | $257.37万 | 1.94% | 31,775 | 67 | 0.2% | $5,427 | 加仓 |
| USMV | ISHARES TR | $276.04万 | 2.08% | 28,618 | -2,434 | -7.8% | -$23.48万 | 减仓 |
| BIL | SPDR SERIES TRUST | $295.26万 | 2.22% | 32,219 | 2,477 | 8.3% | $22.70万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $311.96万 | 2.35% | 37,758 | 582 | 1.6% | $4.81万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $363.20万 | 2.73% | 50,976 | 1,395 | 2.8% | $9.94万 | 加仓 |
| QUAL | ISHARES TR | $454.78万 | 3.42% | 20,726 | 53 | 0.3% | $1.16万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $464.20万 | 3.49% | 86,766 | 8,002 | 10.2% | $42.81万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $630.73万 | 4.75% | 124,725 | 7,368 | 6.3% | $37.26万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $828.52万 | 6.24% | 52,428 | 443 | 0.9% | $7.00万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $845.93万 | 6.37% | 167,877 | 9,414 | 5.9% | $47.44万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,318.83万 | 9.93% | 55,736 | 1,517 | 2.8% | $35.90万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,404.30万 | 10.57% | 159,743 | -1,567 | -1.0% | -$13.78万 | 减仓 |