Nalls Sherbakoff Group, LLC 13F 持仓 · 2026年Q2

Nalls Sherbakoff Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 378 只证券，申报市值合计 1.41 亿美元。前几大持仓：SCHB（15.75%）、SCHF（8.65%）、IGSB（4.05%）。本季前 25 大持仓中：增持 4 只、减持 19 只。

排名	代码	公司	市值	占组合	股数	变动
1	SCHB	SCHWAB U.S. BROAD MARKET ETF	$22.2M	15.75%	764,875	减持
2	SCHF	SCHWAB INTERNATIONAL EQUITY ETF	$12.2M	8.65%	439,328	减持
3	IGSB	ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	$5.7M	4.05%	108,761	减持
4	SCHZ	SCHWAB US AGGREGATE BOND ETF	$5.0M	3.54%	215,306	减持
5	VNQ	VANGUARD REAL ESTATE ETF	$4.6M	3.24%	47,193	减持
6	ONB	OLD NATL BANCORP IND COM	$3.7M	2.65%	143,773	持平
7	GOOGL	ALPHABET INC CAP STK CL A	$3.7M	2.61%	10,274	减持
8	QQQ	INVESCO QQQ TRUST SERIES I	$3.3M	2.37%	4,523	增持
9	AAPL	APPLE INC COM	$2.9M	2.08%	10,101	减持
10	PNC	PNC FINL SVCS GROUP INC COM	$2.7M	1.93%	11,026	减持
11	VTV	VANGUARD MORNINGSTAR VALUE ETF	$2.6M	1.82%	11,769	减持
12	CEF	SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN	$2.5M	1.78%	62,215	增持
13	SCHG	SCHWAB U.S. LARGE-CAP GROWTH ETF	$2.5M	1.78%	74,185	增持
14	DFSV	DIMENSIONAL US SMALL CAP VALUE ETF	$2.5M	1.75%	63,597	减持
15	DFEM	DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	$2.4M	1.71%	59,329	减持
16	SCHV	SCHWAB U.S. LARGE-CAP VALUE ETF	$2.2M	1.55%	62,681	减持
17	PXF	INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF	$1.9M	1.35%	25,025	减持
18	PSLV	SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER	$1.9M	1.33%	99,008	减持
19	SCHE	SCHWAB EMERGING MARKETS EQUITY ETF	$1.9M	1.32%	51,184	增持
20	DISV	DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF	$1.8M	1.29%	45,230	减持
21	RF	REGIONS FINANCIAL CORP NEW COM	$1.6M	1.14%	53,250	持平
22	AMZN	AMAZON COM INC COM	$1.3M	0.89%	5,278	减持
23	FLOT	ISHARES FLOATING RATE BOND ETF	$1.2M	0.85%	23,502	减持
24	IJS	ISHARES S&P SMALL-CAP 600 VALUE ETF	$1.2M	0.85%	8,798	减持
25	BIV	VANGUARD INTERMEDIATE-TERM BOND ETF	$1.2M	0.84%	15,348	减持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR