Sherry Group, Inc.
MOUNTAIN HOME AR · SEC CIK 0002107738
$1.02亿2026Q2 申报市值
52持仓数
63.3%前十大占比 · 第一大 18.5%
8 / 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
PJAN 加仓+$299.78万
SPCX 新建仓+$227.31万
INNOVATOR ETFS T 加仓+$63.76万
LRCX 新建仓+$45.20万
MU 新建仓+$42.38万
2026Q2 卖出最多 按季末市值估算
PNOV 减仓-$320.78万
INNOVATOR ETFS T 减仓-$80.51万
ICSH 减仓-$64.55万
NVDA 减仓-$26.46万
NFLX 减仓-$16.53万
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 |
|---|---|---|---|---|---|---|---|---|
| PDM | PIEDMONT REALTY TRUST INC COM CL A | $10.64万 | 0.10% | 11,423 | 0 | 0.0% | — | 不变 |
| — | ANNOVIS BIO INC COM | $10.65万 | 0.10% | 57,270 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR S | $20.74万 | 0.20% | 1,290 | 1,290 | — | $20.74万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED FD NASDAQ EQT | $21.25万 | 0.21% | 3,500 | 3,500 | — | $21.25万 | 新建仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $21.45万 | 0.21% | 3,800 | 3,800 | — | $21.45万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC. | $22.29万 | 0.22% | 5,055 | -415 | -7.6% | -$1.83万 | 重新持有 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $22.55万 | 0.22% | 7,848 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $23.26万 | 0.23% | 631 | 190 | 43.1% | $7.00万 | 重新持有 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRU | $23.73万 | 0.23% | 340 | 0 | 0.0% | — | 重新持有 |
| UBER | UBER TECHNOLOGIES INC COM | $24.04万 | 0.23% | 3,184 | -780 | -19.7% | -$5.89万 | 减仓 |
| SLV | ISHARES SILVER TRUST | $24.93万 | 0.24% | 4,733 | -53 | -1.1% | -$2,792 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $25.11万 | 0.25% | 338 | 338 | — | $25.11万 | 新建仓 |
| KJAN | INNOVATOR RUSSELL 2000 POWER BUFFER ETF- | $29.37万 | 0.29% | 9,285 | 5,120 | 122.9% | $16.20万 | 加仓 |
| AVGO | BROADCOM LTD SHS | $29.61万 | 0.29% | 795 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPD | $32.03万 | 0.31% | 6,960 | 6,960 | — | $32.03万 | 新建仓 |
| — | INNOVATOR ETFS TRUST US SMALL CAP PWR | $32.35万 | 0.32% | 11,305 | -28,137 | -71.3% | -$80.51万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $42.38万 | 0.41% | 370 | 370 | — | $42.38万 | 新建仓 |
| VDE | VANGUARD ENERGY INDEX FUND | $42.80万 | 0.42% | 2,829 | -65 | -2.2% | -$9,833 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $45.20万 | 0.44% | 1,100 | 1,100 | — | $45.20万 | 新建仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $46.81万 | 0.46% | 1,325 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUN | $78.59万 | 0.77% | 3,332 | -168 | -4.8% | -$3.96万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $78.73万 | 0.77% | 9,140 | -559 | -5.8% | -$4.82万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPD | $84.55万 | 0.83% | 15,738 | 770 | 5.1% | $4.14万 | 加仓 |
| — | INNOVATOR ETFS TRUST US SMALL CAP PWR | $98.00万 | 0.96% | 32,355 | 21,050 | 186.2% | $63.76万 | 加仓 |
| AAPL | APPLE INC COM | $99.03万 | 0.97% | 3,515 | -70 | -2.0% | -$1.97万 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR E | $100.34万 | 0.98% | 18,726 | 185 | 1.0% | $9,912 | 加仓 |
| AMZN | AMAZON COM INC | $103.50万 | 1.01% | 4,310 | -10 | -0.2% | -$2,401 | 减仓 |
| — | INNOVATOR ETFS TRUST GROWTH 100 PWR B | $116.23万 | 1.13% | 36,787 | -2,900 | -7.3% | -$9.16万 | 减仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR S | $123.96万 | 1.21% | 27,647 | -239 | -0.9% | -$1.07万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | $127.80万 | 1.25% | 3,481 | 43 | 1.3% | $1.58万 | 加仓 |
| — | BERKSHIRE HATHAWAY INC DEL CL B NEW | $133.62万 | 1.30% | 2,694 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX COM INC | $135.02万 | 1.32% | 18,300 | -2,240 | -10.9% | -$16.53万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FU | $142.32万 | 1.39% | 12,216 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE OWN | $143.93万 | 1.41% | 29,824 | -227 | -0.8% | -$1.10万 | 减仓 |
| IJR | ISHARES S&P SMALLCAP 600 INDEX FUND | $144.23万 | 1.41% | 9,837 | -41 | -0.4% | -$6,011 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SP | $170.06万 | 1.66% | 9,172 | -169 | -1.8% | -$3.13万 | 减仓 |
| EQL | ALPS EQUAL SECTOR WEIGHT ETF | $196.61万 | 1.92% | 38,903 | 3,002 | 8.4% | $15.17万 | 加仓 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $216.70万 | 2.12% | 79,609 | -418 | -0.5% | -$1.14万 | 减仓 |
| — | TIDAL TRUST III VISTASHARES TRGT | $225.10万 | 2.20% | 121,807 | 15,099 | 14.1% | $27.90万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CL A | $227.31万 | 2.22% | 13,844 | 13,844 | — | $227.31万 | 新建仓 |
| DIV | GLOBAL X SUPERDIVIDEND U.S. ETF | $229.13万 | 2.24% | 118,906 | 5,005 | 4.4% | $9.64万 | 加仓 |
| WMT | WAL MART INC | $236.18万 | 2.31% | 20,609 | 100 | 0.5% | $1.15万 | 加仓 |
| VO | VANGUARD MID-CAP INDEX FUND | $252.44万 | 2.46% | 31,422 | -230 | -0.7% | -$1.85万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $275.37万 | 2.69% | 38,877 | -287 | -0.7% | -$2.03万 | 减仓 |
| PJAN | INNOVATOR S&P POWER BUFFER ETF-JANUARY | $318.52万 | 3.11% | 73,910 | 69,560 | 1,599.1% | $299.78万 | 加仓 |
| PNOV | INNOVATOR S&P POWER BUFFER ETF-NOVEMBER | $388.60万 | 3.79% | 85,017 | -70,180 | -45.2% | -$320.78万 | 减仓 |
| — | INNOVATOR ETFS TRUST GROWTH 100 PWR B | $396.47万 | 3.87% | 121,690 | -4,254 | -3.4% | -$13.86万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | $431.75万 | 4.22% | 58,624 | -423 | -0.7% | -$3.12万 | 减仓 |
| TSLA | TESLA INC COM | $506.85万 | 4.95% | 12,307 | 239 | 2.0% | $9.84万 | 加仓 |
| VV | VANGUARD LARGE-CAP INDEX FUND | $879.93万 | 8.59% | 25,838 | -199 | -0.8% | -$6.78万 | 减仓 |
| ICSH | ISHARES TR ULTRA SHORT DUR | $1,136.91万 | 11.10% | 224,753 | -12,761 | -5.4% | -$64.55万 | 减仓 |
| NVDA | NVIDIA CORP | $1,892.30万 | 18.48% | 97,056 | -1,357 | -1.4% | -$26.46万 | 减仓 |