Sherman Asset Management, Inc. 13F 持仓 · 2026年Q2

Sherman Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 136 只证券，申报市值合计 1.29 亿美元。前几大持仓：IVV（18.46%）、VTI（14.27%）、XLK（8.16%）。本季前 25 大持仓中：新建仓 1 只、增持 8 只、减持 14 只。

排名	代码	公司	市值	占组合	股数	变动
1	IVV	ISHARES CORE S&P 500 ETF	$23.8M	18.46%	31,761	减持
2	VTI	VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF	$18.4M	14.27%	49,695	增持
3	XLK	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	$10.5M	8.16%	55,193	减持
4	IJR	ISHARES CORE S&P SMALL CAP ETF	$10.2M	7.89%	68,563	减持
5	GOOGL	ALPHABET INC CAP STK CL A	$5.0M	3.89%	14,035	减持
6	BND	VANGUARD TOTAL BOND MARKET ETF	$4.1M	3.21%	56,436	增持
7	SPSM	STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF	$3.9M	2.99%	66,875	增持
8	AAPL	APPLE INC COM	$3.6M	2.83%	12,591	减持
9	CIBR	FIRST TRUST NASDAQ CYBERSECURITY ETF	$2.9M	2.27%	32,577	减持
10	IJH	ISHARES CORE S&P MID-CAP ETF	$2.7M	2.13%	35,646	持平
11	BIL	STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF	$2.5M	1.94%	27,320	新建仓
12	SPDW	STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	$2.4M	1.90%	48,543	减持
13	ORCL	ORACLE CORP COM	$2.3M	1.79%	15,714	增持
14	TSM	TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS	$2.1M	1.66%	4,476	减持
15	VNQ	VANGUARD REAL ESTATE ETF	$2.1M	1.66%	22,209	减持
16	MSFT	MICROSOFT CORP COM	$1.9M	1.48%	5,097	减持
17	VO	VANGUARD MORNINGSTAR MID-CAP ETF	$1.8M	1.41%	22,553	增持
18	META	META PLATFORMS INC CL A	$1.8M	1.40%	3,204	减持
19	XLY	STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF	$1.7M	1.30%	14,287	增持
20	SCHO	SCHWAB SHORT-TERM US TREASURY ETF	$1.5M	1.16%	61,718	增持
21	TSLA	TESLA INC COM	$1.4M	1.05%	3,211	持平
22	XLF	STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	$1.2M	0.96%	23,093	增持
23	AMZN	AMAZON COM INC COM	$1.2M	0.94%	5,073	减持
24	XLV	STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	$1.0M	0.81%	6,571	减持
25	SCHP	SCHWAB US TIPS ETF	$948,780	0.74%	35,803	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