Sherry Group, Inc.
MOUNTAIN HOME AR · SEC CIK 0002107738
$9,158.31万2026Q1 申报市值
41持仓数
68.8%前十大占比 · 第一大 18.7%
2 / 1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
PNOV 加仓+$331.70万
AVGO 新建仓+$24.61万
PJAN 新建仓+$20.07万
TIDAL TRUST III 加仓+$13.13万
DIV 加仓+$11.26万
2026Q1 卖出最多 按季末市值估算
KJAN 减仓-$408.69万
XLE 减仓-$34.17万
META 清仓-$31.57万
ICSH 减仓-$18.69万
XLK 减仓-$10.91万
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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC CL A | $0 | 0.00% | 0 | -474 | -100.0% | -$31.57万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRU | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PDM | PIEDMONT REALTY TRUST INC COM CL A | $7.50万 | 0.08% | 11,423 | 0 | 0.0% | — | 不变 |
| — | ANNOVIS BIO INC COM | $12.77万 | 0.14% | 57,270 | 30,000 | 110.0% | $6.69万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $19.70万 | 0.22% | 7,848 | 0 | 0.0% | — | 不变 |
| PJAN | INNOVATOR S&P POWER BUFFER ETF-JANUARY | $20.07万 | 0.22% | 4,350 | 4,350 | — | $20.07万 | 新建仓 |
| KJAN | INNOVATOR RUSSELL 2000 POWER BUFFER ETF- | $22.23万 | 0.24% | 4,165 | -76,577 | -94.8% | -$408.69万 | 减仓 |
| AVGO | BROADCOM LTD SHS | $24.61万 | 0.27% | 795 | 795 | — | $24.61万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC COM | $28.51万 | 0.31% | 3,964 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST US SMALL CAP PWR | $30.31万 | 0.33% | 11,305 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $32.61万 | 0.36% | 4,786 | -465 | -8.9% | -$3.17万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $38.09万 | 0.42% | 1,325 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY INDEX FUND | $50.08万 | 0.55% | 2,894 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPD | $73.90万 | 0.81% | 14,968 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUN | $75.27万 | 0.82% | 3,500 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $77.97万 | 0.85% | 9,699 | -657 | -6.3% | -$5.28万 | 减仓 |
| AMZN | AMAZON COM INC | $89.97万 | 0.98% | 4,320 | -320 | -6.9% | -$6.66万 | 减仓 |
| AAPL | APPLE INC COM | $90.98万 | 0.99% | 3,585 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FU | $106.54万 | 1.16% | 1,527 | -15 | -1.0% | -$1.05万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | $110.29万 | 1.20% | 3,438 | -40 | -1.2% | -$1.28万 | 减仓 |
| — | INNOVATOR ETFS TRUST US SMALL CAP PWR | $113.06万 | 1.23% | 39,442 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR E | $113.58万 | 1.24% | 18,541 | -5,578 | -23.1% | -$34.17万 | 减仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR S | $113.86万 | 1.24% | 27,886 | -64 | -0.2% | -$2,613 | 减仓 |
| — | INNOVATOR ETFS TRUST GROWTH 100 PWR B | $114.89万 | 1.25% | 39,687 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE OWN | $120.51万 | 1.32% | 30,051 | 16 | 0.1% | $642 | 加仓 |
| IJR | ISHARES S&P SMALLCAP 600 INDEX FUND | $122.80万 | 1.34% | 9,878 | 1 | 0.0% | $124 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SP | $124.14万 | 1.36% | 9,341 | -821 | -8.1% | -$10.91万 | 减仓 |
| — | BERKSHIRE HATHAWAY INC DEL CL B NEW | $129.10万 | 1.41% | 2,694 | -140 | -4.9% | -$6.71万 | 减仓 |
| EQL | ALPS EQUAL SECTOR WEIGHT ETF | $170.75万 | 1.86% | 35,901 | -620 | -1.7% | -$2.95万 | 减仓 |
| — | TIDAL TRUST III VISTASHARES TRGT | $192.29万 | 2.10% | 106,708 | 7,288 | 7.3% | $13.13万 | 加仓 |
| NFLX | NETFLIX COM INC | $197.49万 | 2.16% | 20,540 | 510 | 2.5% | $4.90万 | 加仓 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $213.83万 | 2.33% | 80,027 | 328 | 0.4% | $8,764 | 加仓 |
| DIV | GLOBAL X SUPERDIVIDEND U.S. ETF | $215.27万 | 2.35% | 113,901 | 5,960 | 5.5% | $11.26万 | 加仓 |
| VO | VANGUARD MID-CAP INDEX FUND | $227.27万 | 2.48% | 7,913 | 1 | 0.0% | $287 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $250.97万 | 2.74% | 39,164 | 49 | 0.1% | $3,140 | 加仓 |
| WMT | WAL MART INC | $254.89万 | 2.78% | 20,509 | -599 | -2.8% | -$7.44万 | 减仓 |
| — | INNOVATOR ETFS TRUST GROWTH 100 PWR B | $350.89万 | 3.83% | 125,944 | -1,380 | -1.1% | -$3.84万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | $434.83万 | 4.75% | 59,047 | 175 | 0.3% | $1.29万 | 加仓 |
| TSLA | TESLA INC COM | $448.63万 | 4.90% | 12,068 | 40 | 0.3% | $1.49万 | 加仓 |
| PNOV | INNOVATOR S&P POWER BUFFER ETF-NOVEMBER | $641.14万 | 7.00% | 155,197 | 80,292 | 107.2% | $331.70万 | 加仓 |
| VV | VANGUARD LARGE-CAP INDEX FUND | $778.12万 | 8.50% | 26,037 | -3 | -0.0% | -$897 | 减仓 |
| ICSH | ISHARES TR ULTRA SHORT DUR | $1,202.30万 | 13.13% | 237,514 | -3,692 | -1.5% | -$18.69万 | 减仓 |
| NVDA | NVIDIA CORP | $1,716.32万 | 18.74% | 98,413 | 0 | 0.0% | — | 不变 |